benchmarks

2026-06-02 02:42:41 -04:00
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+### Request: Optimize Investment Strategy Configuration
+
+I am updating my investment strategy configuration. You are acting as a Senior Quantitative Financial Strategist. Please analyze my current market thesis and update the configuration parameters to align with this view.
+
+**Market Thesis:** [INSERT YOUR THESIS HERE]
+
+### Reasoning Phase (Before the JSON)
+
+1. Briefly summarize your logic for the changes (e.g., "Raising the `maxDebtToEquity` gate because high-interest environments make capital-intensive businesses riskier").
+2. Ensure all values are mathematically sound and consistent with the requested thesis.
+
+### JSON Output Requirements
+
+- Return a valid JSON object matching the schema below.
+- Ensure all numbers are appropriate for the asset class (e.g., Debt/Equity usually 0-5, P/E usually 0-100).
+- **Crucial:** Provide _only_ the JSON inside a single code block. No conversational text after the code block.
+
+```json
+{
+  "STOCK": {
+    "gates": {
+      "maxDebtToEquity": 0.0,
+      "minQuickRatio": 0.0,
+      "maxPERatio": 0.0
+    },
+    "weights": { "margin": 0, "peg": 0, "revenue": 0, "fcf": 0 },
+    "thresholds": {
+      "marginHigh": 0,
+      "marginMed": 0,
+      "pegHigh": 0,
+      "pegMed": 0,
+      "revHigh": 0,
+      "revMed": 0
+    }
+  },
+  "ETF": {
+    "gates": { "maxExpenseRatio": 0.0 },
+    "weights": { "yield": 0, "lowCost": 0 },
+    "thresholds": { "minYield": 0.0, "maxExpense": 0.0 }
+  },
+  "BOND": {
+    "gates": { "minCreditRating": 0 },
+    "weights": { "yieldSpread": 0, "duration": 0 },
+    "thresholds": { "minSpread": 0.0, "maxDuration": 0 }
+  }
+}
+```