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v0.24.0

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@github-actions github-actions released this 19 Jun 21:21
· 12 commits to main since this release
a040c3b

Added

  • rebalance --no-sweep (or sweep = false in the config / per [[account]]):
    touch only the tickers listed in the CSV and leave every other held
    position untouched — for running a strategy sleeve inside a mixed account.
    • Default (--sweep) is unchanged: the CSV is the complete book, so any held
      ticker not in it is liquidated (the account-wide sweep).
    • Under --no-sweep, close a rotated-out name by listing it explicitly with
      weight 0 (handled by the existing weight-0 exit path). Held-but-unlisted
      positions are surfaced in the preview as kept — not in targets (--no-sweep)
      with no order, and never trigger a whole-book snap.
    • Threaded through rebalance, multi, and the post-trade verify/self-heal path.

Note

  • This addresses a long-standing footgun: pointing the rebalance at an account
    that holds positions outside the target CSV would liquidate them. --no-sweep
    makes that opt-out explicit. Companion change in msts-live: the published
    weights feed can emit weight=0 rows for rotated-out names (the removed set
    it already computes) so liquidations are explicit rather than sweep-implicit.

What's Changed

  • feat(rebalance): --no-sweep — leave unlisted positions untouched (0.24.0) by @markudevelop in #5

Full Changelog: v0.23.0...v0.24.0