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v1.0.16

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@github-actions github-actions released this 22 Oct 16:10
Immutable release. Only release title and notes can be modified.
a632d1d

VN funds are now treated as index trackers, /rebalance sells a holding back to its cap and says
why a sale has to wait, and a call served again later in the day tells you when your book has
changed since. No database change.

Quỹ ETF VN giờ được đối xử đúng là quỹ bám chỉ số, /rebalance giảm bớt mã vượt trần và nói rõ khi lệnh phải chờ, còn đề xuất được dùng lại trong ngày sẽ báo khi sổ của bạn đã đổi. Không đổi cơ sở dữ liệu.

Rebalancing

  • A holding past its per-name, fund or sector cap by more than the 5/25 band is sold back to the
    cap (over-cap), even when its score is neutral. A name on your exclusion list is trimmed too.
  • A sector over its cap gives back its weak-scored names first and whole; if that is enough, the
    other names keep their weight.
  • A sale held back says why: not enough has settled yet, or the name trades too thinly to sell in
    one go.
  • When a fund or sector cap is what left a segment short, the names offered sit outside that cap.

VN funds

  • A fund gets a review level 3 ATR away with a 3:1 reward, is never counted in a sector and is
    never sold for a weak score; the segment's core stays with the fund you hold unless another
    leads by a clear margin.
  • Fund scores read the index the fund tracks and say when that index is behind.

Suggestions and the brief

  • Scores read the same everywhere, and /themes explains its 0-100 score.
  • /suggest and /brief name the plan's own reason for a sale; a sale under the plan's rules is
    no longer held back by a side claim in the debate, and the debate is told which cap was passed.
  • A call served again after you record a trade or a deposit says the book has changed, and the
    brief lists those names with /suggest <ticker> force.

Fixes

  • A held fund no longer raises "sector unknown".
  • The chat agent gets the same "factors disagree" wording as the CLI.
  • The brief no longer repeats /rebalance's own notes.