v0.13.0 — Futu OpenD connector and data substrate hardening

Highlights

• Adds an optional read-only Futu OpenD connector for tools/mira_data.
  • New fetch families: futu_market_price, futu_historical_bars, futu_option_chain, and futu_future_info.
  • New mira_data futu probe command for local OpenD connectivity checks.
  • MIRA_MARKET_DATA_DEFAULT_SOURCE=futu_opend can route generic market_price and technical OHLCV workflows to the local connector.
• Registers futu_opend_local as a private authorized local quote gateway in the source registry and evidence policy.
• Documents the Futu private-data boundary in docs/futu-private-data.md: quote-only, no trade context, no order placement, and raw provider/account artifacts stay under private/.
• Hardens the Mira data substrate from the post-v0.12.0 fixes:
  • bounded retry handling for transient HTTP/body decode failures,
  • SEC companyfacts ticker-map resilience,
  • source-registry hardening,
  • regression tests wired into the local quality gate.
• Fixes issue-triage root causes from #102:
  • skill frontmatter validation,
  • compact analysis-routing entrypoint with full reference split-out,
  • clearer question-lens and evidence-surface boundaries.

Included PRs / commits

• #103 Add Futu OpenD data connector
• #102 Fix Mira issue triage root causes
• b030dc1 Harden Mira data fetches and source registry
• ac69c00 Close superseded Mira data PRs

Verification

• python scripts/run_quality_gate.py
  • py_compile: pass
  • mira_data_futu_tests: pass
  • mira_data_net_tests: pass
  • repo_validation_contract_tests: pass
  • repo_validation: pass
  • release_gate: pass
• python scripts/validate_repo.py reports 0 errors; existing stale-after warnings are historical research-case freshness warnings.

Known Limits

• Futu OpenD support is optional and requires the user's own local OpenD session plus the optional futu-api Python package.
• The connector is market-data/read-only research infrastructure. It is not autonomous trading infrastructure and does not create a trading context.
• Broker/provider raw artifacts, entitlement notes, and account-specific data remain private machine state, not tracked product state.

v0.12.0 — route-aware research protocol upgrade

Highlights

• Strengthens quick_map with a route-aware closing contract: every useful quick map now names the next evidence path, calculation depth, readiness change, or route/depth decision.
• Adds behavior eval coverage for valuation, earnings/event, and actionability quick_map prompts, including live/source freshness boundaries.
• Adds marginal-buyer/payoff and left-side actionability protocol upgrades for buy/add/chase style prompts.
• Adds gold residual regime lens and acceleration-to-inflection methodology updates.
• Improves market-date resolution for US, CN, KR, and JP equity sessions.
• Includes the read-only IBKR private data connector work from v0.11.0-era mainline updates.

Verification

• PYTHONPYCACHEPREFIX=/tmp/mira-pycache python3 scripts/score_behavior_eval.py --transcripts evals/transcripts --json
  • 35 passed, 0 failed, 8 missing upstream transcripts
• PYTHONPYCACHEPREFIX=/tmp/mira-pycache python3 scripts/test_routing_schema.py
• PYTHONPYCACHEPREFIX=/tmp/mira-pycache python3 scripts/test_repo_validation_contracts.py
• PYTHONPYCACHEPREFIX=/tmp/mira-pycache python3 -m py_compile scripts/score_behavior_eval.py scripts/validate_repo.py scripts/test_routing_schema.py scripts/test_repo_validation_contracts.py
• git diff --check

Known limits

• This is a protocol/workflow release, not an autonomous trading or background monitoring system.
• behavior-eval --require-all is not yet a release gate because 8 upstream behavior cases currently lack recorded transcripts; non-missing cases pass with zero failures.

v0.11.0 — read-only IBKR private data connector

Summary

Mira v0.11.0 adds a read-only Interactive Brokers Gateway/TWS private data connector for broker-authorized research workflows.

Highlights

• Adds a private-first IBKR Gateway adapter for:
  • market snapshots
  • historical bars
  • account summary
  • positions
  • masked account listing
  • private position snapshot export
• Adds CLI fetch families:
  • ibkr_market_price
  • ibkr_historical_bars
  • ibkr_account_summary
  • ibkr_positions
• Adds read-only IBKR utilities:
  • python -m mira_data ibkr accounts
  • python -m mira_data ibkr position-snapshot
• Registers ibkr_gateway_local as an authorized local provider with private storage boundaries.
• Adds PR-safe IBKR private data documentation and connector registry example.

Data Boundary

• Real account ids, holdings, balances, costs, and broker artifacts remain in private/ or environment variables.
• Public templates and docs use placeholders only.
• Account listing is masked by default.
• The connector is read-only and does not place, modify, or cancel orders.

Validation

• python -m compileall tools/mira_data
• PYTHONUTF8=1 python scripts/validate_repo.py
  • 0 errors
  • 2 pre-existing stale warnings in cases/us-market-selloff-2026-06-05/

v0.10.0 — critical interaction and actionability protocol upgrade

Highlights

• Added a schema-backed critical interaction routing gate for blocking clarification, progressive follow-up, workflow handoff, follow-up continuation, and explicit waiver.
• Strengthened Mira's human / model / protocol boundary: Mira remains a research protocol, model output is not evidence, and action prompts route through research posture rather than trade execution.
• Added the marginal buyer payoff bridge and tightened actionability discipline for buy/add/sell/trim style prompts.
• Made progressive follow-up a workflow control point across routing, monitoring, event delta, thesis update, SEC/earnings work, position review, portfolio review, decision-quality review, view continuity, and long-term thesis workflows.
• Kept user-facing interaction natural-language while preserving machine-checkable routing state internally.
• Expanded behavior eval coverage for critical interaction, workflow handoff, blocking clarification, model/persona boundaries, quick-map follow-up, and SEC supplement routing.
• Improved repo validation by excluding local tool state directories such as .claude/, private/, and local/ from full-repo product checks.

Why This Release Matters

This release moves Mira closer to the intended collaboration model: not pure Q&A, not autonomous execution, but a research workflow where the model answers, exposes uncertainty, and uses one high-value interaction to move the user into a better next step.

Validation

• python3 scripts/run_quality_gate.py passed on 3e7557e7c8c1fc2b86286efb4d9db20e3a92d1d3.
• Required checks passed: py_compile, repo_validation_contract_tests, repo_validation, and release_gate.
• Additional PR validation for #87 included python3 scripts/test_routing_schema.py and behavior eval report-only with 28 passed, 0 failed, 8 missing transcripts.

Known Follow-Up

• Record transcripts for the 8 new behavior eval cases so just eval-strict can become the release-grade behavior gate for this interaction layer.

v0.9.0 — market briefing and screening workflow upgrade

Highlights

• Added the market briefing workflow for daily/weekly market reports, close wraps, sector-theme weekly reviews, risk-positioning watches, and escalation queues.
• Added candidate-list screening support in tools/mira_data, with a just data-screen entry point and a reusable screening watchlist template.
• Strengthened routing behavior around follow-up requirements, portfolio-review task mode, SEC-mode dispatch, and generic screening fallback.
• Replaced the older long-term release pipeline scripts with the parameterized scripts/validate_release.py release gate.

Validation

• python3 scripts/run_quality_gate.py passed on 9571fa6429e33276027c611f30d9fbdccdd5e7c7.
• Required checks passed: py_compile, repo_validation_contract_tests, repo_validation, and release_gate.

v0.8.0 — public brand and positioning refresh

Summary

This release packages Mira's public-facing brand and positioning refresh.

What's changed

• Added Mira brand avatar exports for social profiles.
• Added GitHub social preview, README hero, and square social-share assets under assets/brand/.
• Updated public positioning from "investment research workspace" to "AI investment research system" while keeping the internal protocol framing intact.
• Refreshed branded title-card images to use "AI investment research system".

Included PRs

• #76 Add Mira brand avatar assets
• #77 Add Mira repository preview assets
• #78 Update Mira positioning to research system

Validation

• python3 scripts/validate_repo.py passed with 0 errors.
• Known warnings remain for stale historical case material in cases/us-market-selloff-2026-06-05.

v0.7.0 — portable data-acquisition & technical-context substrate

Changes since v0.6.3.

Highlights

Portable data-acquisition & technical-context substrate (#74)

A new stdlib-only layer at tools/mira_data/ that makes Mira's data contract executable — fetch, evidence-tier tag, compute, and emit — on free public data. Lite and supplementary: it strengthens ordinary-user analysis; it does not replace commercial or proprietary data sources.

• Adapters (keyless): SEC companyfacts (company_financials), Yahoo v8 chart (market_price), BLS (macro_series).
• Evidence discipline: every field is born tagged with its registry tier (Yahoo = L5 market_pricing; SEC / BLS = fact), so an aggregator value can't masquerade as an official fact. Mira-computed numbers are ledgered; issuer-disclosed values are reported.
• Technical engine: pure-stdlib indicators (MA / returns / relative strength / z-score / realized vol / ATR / drawdown) → technical-analysis-check.csv + state tokens; options / short-interest / intraday stay source_gap.
• Fundamentals deltas: YoY / CAGR from companyfacts as derived, ledgered records.
• Artifacts: dataset-manifest / ingestion-log / evidence-log (v1.2) / calculation-ledger — all pass validate_repo unchanged. Bundle validator + just data-* recipes.
• technical-context overlay wired into routing; methodology trial (COHR / CRWV / AAPL) recorded — reproducibility milestone met, kept in trial.
• Config: SEC fetches are gated on a real contact in private/mira-data.env (see templates/mira-data-config.example).

Quick start:

cp templates/mira-data-config.example private/mira-data.env
just data-fetch company_financials AAPL
just data-technical AAPL
just data-fundamentals AAPL

Also in this release

• Research report interpretation workflow (#75)
• Reasoning-layer ablation trial archived as a pre-registered negative result (#73)
• Minimum entry gate folded into the ChatGPT conversation instructions (#71)
• Stale repository artifacts pruned (#72)

Verification

validate_repo (strict) + routing-schema tests are green on the release commit; the data substrate is live-verified against SEC / Yahoo / BLS endpoints. The core is zero-dependency stdlib.

v0.6.3

What changed

• Add the autoresearch agent loop methodology from #67.
• Add the US market selloff case now present on main.
• Absorb the Mira research validation hardening from #69:
  • case-level research package manifests
  • evidence posture migration for active logs
  • calculation-ledger traceability for derived calculations
  • repository validation contract tests
  • one-command scripts/run_quality_gate.py
  • copyable ChatGPT conversation instructions

Verification

For #69 before merge:

git diff --cached --check
python3 scripts/run_quality_gate.py

Full quality gate passed: py_compile, repository validation contract tests, repository validation, and long-term release checks.

Full Changelog: v0.6.2...v0.6.3

v0.6.2

What's Changed

• Make freshness check a layered, local-first gate by @openleek in #64
• [codex] Add live data source policy by @openleek in #65

Full Changelog: v0.6.1...v0.6.2

v0.6.1

What's Changed

• [codex] Add unified Mira Start Here entry by @openleek in #62
• [codex] Add question expansion lenses by @openleek in #63

Full Changelog: v0.6.0...v0.6.1