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22 changes: 22 additions & 0 deletions README.md
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Expand Up @@ -15,6 +15,17 @@ The `semiconductor_rotation_income` allocation logic is loaded from `UsEquityStr
Full strategy documentation now lives in [`UsEquityStrategies`](https://github.com/QuantStrategyLab/UsEquityStrategies#semiconductor_rotation_income). The sections below focus on execution-side defaults and runtime behavior.
This runtime matrix is the authoritative enablement source for LongBridge. `UsEquityStrategies` only carries strategy-layer compatibility and metadata.

### Execution boundary

The mainline runtime now follows one path only:

- `main.py` assembles `StrategyContext` plus platform overrides
- `strategy_runtime.py` loads the unified strategy entrypoint
- `entrypoint.evaluate(ctx)` returns a shared `StrategyDecision`
- `decision_mapper.py` converts that decision into LongBridge order and notification plans

Platform execution no longer depends on `strategy/allocation.py` or hard-coded strategy asset lists in the runtime mainline.


**LongBridge profile matrix**

Expand Down Expand Up @@ -193,6 +204,17 @@ IAM: the Cloud Run service account needs **Secret Manager Admin** (or Secret Acc

完整策略说明现在放在 [`UsEquityStrategies`](https://github.com/QuantStrategyLab/UsEquityStrategies#semiconductor_rotation_income)。下面这些章节主要保留执行侧默认值和运行时行为。

### 执行边界

当前主线运行路径已经统一为:

- `main.py` 负责组装 `StrategyContext` 和平台 override
- `strategy_runtime.py` 负责加载统一策略入口
- `entrypoint.evaluate(ctx)` 返回共享的 `StrategyDecision`
- `decision_mapper.py` 再把决策转换成 LongBridge 订单和通知计划

平台执行主线已经不再依赖 `strategy/allocation.py`,也不再在运行时主流程里硬编码策略资产列表。

**层级**

- **交易层:** SOXL / SOXX / BOXX
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4 changes: 2 additions & 2 deletions requirements.txt
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@@ -1,7 +1,7 @@
flask
gunicorn
quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@5174d9e40f79fffae47450a42e26434145d28b31
us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@84da76d1ed17e9cf8bec33d9f1f8020f61362a78
quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@v0.7.0
us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@v0.7.0
pandas
requests
pytz
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