Group recommendations by horizon

Author: Pigbibi

.github/workflows/monthly_advisory_review.yml

@@ -37,6 +37,16 @@ on:
         required: false
         default: ""
         type: string
+      market_data_proxy_urls:
+        description: "Optional comma/newline-separated public proxy URLs for free market data fetches."
+        required: false
+        default: ""
+        type: string
+      market_data_proxy_pool_url:
+        description: "Optional public text URL returning one proxy per line for free market data fetches."
+        required: false
+        default: ""
+        type: string
   schedule:
     - cron: "20 13 1 * *"
 
@@ -74,6 +84,8 @@ jobs:
           AI_SIGNAL_PATH: ${{ github.event.inputs.ai_signal_path || 'data/output/latest_signal.json' }}
           THEME_MOMENTUM_PATH: ${{ github.event.inputs.theme_momentum_path || 'data/output/theme_momentum_snapshot.json' }}
           MARKET_CONFIRMATION_PATH: ${{ github.event.inputs.market_confirmation_path || '' }}
+          MARKET_DATA_PROXY_URLS: ${{ github.event.inputs.market_data_proxy_urls || vars.MARKET_DATA_PROXY_URLS || '' }}
+          MARKET_DATA_PROXY_POOL_URL: ${{ github.event.inputs.market_data_proxy_pool_url || vars.MARKET_DATA_PROXY_POOL_URL || '' }}
         run: |
           set -euo pipefail
           AS_OF="${INPUT_AS_OF:-$(date -u +%F)}"
@@ -98,6 +110,12 @@ jobs:
             if [ -n "${RESOLVED_THEME_MOMENTUM}" ]; then
               MARKET_BUILD_ARGS+=(--theme-momentum "${RESOLVED_THEME_MOMENTUM}")
             fi
+            if [ -n "${MARKET_DATA_PROXY_URLS}" ]; then
+              MARKET_BUILD_ARGS+=(--proxy-urls "${MARKET_DATA_PROXY_URLS}")
+            fi
+            if [ -n "${MARKET_DATA_PROXY_POOL_URL}" ]; then
+              MARKET_BUILD_ARGS+=(--proxy-pool-url "${MARKET_DATA_PROXY_POOL_URL}")
+            fi
             python scripts/build_market_confirmation.py "${MARKET_BUILD_ARGS[@]}"
             MARKET_ARGS=(--market-confirmation "${GENERATED_MARKET_CONFIRMATION}")
           fi

.github/workflows/publish_advisory_site.yml

@@ -37,6 +37,16 @@ on:
         required: false
         default: ""
         type: string
+      market_data_proxy_urls:
+        description: "Optional comma/newline-separated public proxy URLs for free market data fetches."
+        required: false
+        default: ""
+        type: string
+      market_data_proxy_pool_url:
+        description: "Optional public text URL returning one proxy per line for free market data fetches."
+        required: false
+        default: ""
+        type: string
   schedule:
     - cron: "0 13 * * 6"
 
@@ -83,6 +93,8 @@ jobs:
           AI_SIGNAL_PATH: ${{ github.event.inputs.ai_signal_path || 'data/output/latest_signal.json' }}
           THEME_MOMENTUM_PATH: ${{ github.event.inputs.theme_momentum_path || 'data/output/theme_momentum_snapshot.json' }}
           MARKET_CONFIRMATION_PATH: ${{ github.event.inputs.market_confirmation_path || '' }}
+          MARKET_DATA_PROXY_URLS: ${{ github.event.inputs.market_data_proxy_urls || vars.MARKET_DATA_PROXY_URLS || '' }}
+          MARKET_DATA_PROXY_POOL_URL: ${{ github.event.inputs.market_data_proxy_pool_url || vars.MARKET_DATA_PROXY_POOL_URL || '' }}
         run: |
           set -euo pipefail
           AS_OF="${INPUT_AS_OF:-$(date -u +%F)}"
@@ -107,6 +119,12 @@ jobs:
             if [ -n "${RESOLVED_THEME_MOMENTUM}" ]; then
               MARKET_BUILD_ARGS+=(--theme-momentum "${RESOLVED_THEME_MOMENTUM}")
             fi
+            if [ -n "${MARKET_DATA_PROXY_URLS}" ]; then
+              MARKET_BUILD_ARGS+=(--proxy-urls "${MARKET_DATA_PROXY_URLS}")
+            fi
+            if [ -n "${MARKET_DATA_PROXY_POOL_URL}" ]; then
+              MARKET_BUILD_ARGS+=(--proxy-pool-url "${MARKET_DATA_PROXY_POOL_URL}")
+            fi
             python scripts/build_market_confirmation.py "${MARKET_BUILD_ARGS[@]}"
             MARKET_ARGS=(--market-confirmation "${GENERATED_MARKET_CONFIRMATION}")
           fi

.github/workflows/weekly_advisory_review.yml

@@ -32,6 +32,16 @@ on:
         required: false
         default: ""
         type: string
+      market_data_proxy_urls:
+        description: "Optional comma/newline-separated public proxy URLs for free market data fetches."
+        required: false
+        default: ""
+        type: string
+      market_data_proxy_pool_url:
+        description: "Optional public text URL returning one proxy per line for free market data fetches."
+        required: false
+        default: ""
+        type: string
   schedule:
     - cron: "30 12 * * 6"
 
@@ -68,6 +78,8 @@ jobs:
           AI_SIGNAL_PATH: ${{ github.event.inputs.ai_signal_path || 'data/output/latest_signal.json' }}
           THEME_MOMENTUM_PATH: ${{ github.event.inputs.theme_momentum_path || 'data/output/theme_momentum_snapshot.json' }}
           MARKET_CONFIRMATION_PATH: ${{ github.event.inputs.market_confirmation_path || '' }}
+          MARKET_DATA_PROXY_URLS: ${{ github.event.inputs.market_data_proxy_urls || vars.MARKET_DATA_PROXY_URLS || '' }}
+          MARKET_DATA_PROXY_POOL_URL: ${{ github.event.inputs.market_data_proxy_pool_url || vars.MARKET_DATA_PROXY_POOL_URL || '' }}
         run: |
           set -euo pipefail
           AS_OF="${INPUT_AS_OF:-$(date -u +%F)}"
@@ -92,6 +104,12 @@ jobs:
             if [ -n "${RESOLVED_THEME_MOMENTUM}" ]; then
               MARKET_BUILD_ARGS+=(--theme-momentum "${RESOLVED_THEME_MOMENTUM}")
             fi
+            if [ -n "${MARKET_DATA_PROXY_URLS}" ]; then
+              MARKET_BUILD_ARGS+=(--proxy-urls "${MARKET_DATA_PROXY_URLS}")
+            fi
+            if [ -n "${MARKET_DATA_PROXY_POOL_URL}" ]; then
+              MARKET_BUILD_ARGS+=(--proxy-pool-url "${MARKET_DATA_PROXY_POOL_URL}")
+            fi
             python scripts/build_market_confirmation.py "${MARKET_BUILD_ARGS[@]}"
             MARKET_ARGS=(--market-confirmation "${GENERATED_MARKET_CONFIRMATION}")
           fi

README.md

@@ -191,11 +191,23 @@ relative returns versus SPY, volume z-score, 63-day drawdown, 21-day annualized
 volatility, and `market_score`. The weekly/monthly/publish workflows generate
 this file automatically before building advisory reports.
 
+Optional proxy inputs:
+
+- `--proxy-urls`: comma/newline-separated proxy URLs.
+- `--proxy-list`: local text file with one proxy per line.
+- `--proxy-pool-url`: public text URL returning one proxy per line.
+
+The scheduled workflows also read repository variables `MARKET_DATA_PROXY_URLS`
+and `MARKET_DATA_PROXY_POOL_URL`. The script tries direct Yahoo access first and
+then retries through proxies. Logs record proxy indexes only, not full proxy
+URLs.
+
 Yahoo chart is currently the no-dependency free price endpoint. If it is
 unavailable, the script falls back to price-momentum fields already saved in
 `theme_momentum_snapshot.json`, so report generation continues. Random free
-proxy pools should not be treated as a stable production data source; prefer
-organization-owned price snapshots, caches, or auditable controlled proxies.
+proxy pools can be used as an emergency supplement, but should not be treated as
+a stable production data source; prefer organization-owned price snapshots,
+caches, or auditable controlled proxies.
 
 ## Output Contract
 

README.zh-CN.md

@@ -215,4 +215,12 @@ python scripts/build_market_confirmation.py \
 
 字段包括 `return_5d`、`return_20d`、`return_63d`、相对 SPY 收益、成交量 z-score、63 日回撤、21 日年化波动和 `market_score`。线上 weekly/monthly/publish workflow 会自动生成该文件，再传给报告生成器。
 
-Yahoo chart 下载只是当前无依赖的免费行情入口；如果不可用，脚本会退回到 `theme_momentum_snapshot.json` 里的价格动量信息，报告仍能生成。不要把随机免费代理 IP 池作为稳定生产方案；它有稳定性、数据污染、封禁、隐私和合规风险。更稳的做法是使用本组织已有价格快照、缓存文件，或可审计的自有代理/数据源。
+可选代理参数：
+
+- `--proxy-urls`：逗号或换行分隔的代理列表。
+- `--proxy-list`：本地代理列表文件。
+- `--proxy-pool-url`：公共代理池文本 URL，一行一个代理。
+
+线上 workflow 也支持仓库变量 `MARKET_DATA_PROXY_URLS` 和 `MARKET_DATA_PROXY_POOL_URL`。脚本会先直连 Yahoo，失败后再尝试代理；日志只记录代理序号，不输出代理完整地址。
+
+Yahoo chart 下载只是当前无依赖的免费行情入口；如果不可用，脚本会退回到 `theme_momentum_snapshot.json` 里的价格动量信息，报告仍能生成。免费公共代理池可以作为应急补充，但不应当作稳定生产数据源；它有稳定性、数据污染、封禁、隐私和合规风险。更稳的做法是使用本组织已有价格快照、缓存文件，或可审计的自有代理/数据源。

docs/data_factor_roadmap.md

@@ -93,7 +93,10 @@ Priority order:
    returns, abnormal volume, drawdown, volatility, `market_score`, source, row
    count, and warnings. `scripts/build_market_confirmation.py` generates it from
    watchlists, saved signal context, and theme momentum snapshots; if the free
-   price endpoint is unavailable, it falls back to saved theme momentum fields.
+   price endpoint is unavailable, it can retry through `--proxy-urls`,
+   `--proxy-list`, `--proxy-pool-url`, or the workflow variables
+   `MARKET_DATA_PROXY_URLS` / `MARKET_DATA_PROXY_POOL_URL` before falling back to
+   saved theme momentum fields.
    It must not contain target weights or trade instructions.
 4. Add event review inputs for 1/5/20/60 trading-day follow-up.
 5. Add fundamentals/valuation snapshots for risk explanation, not execution.

docs/data_factor_roadmap.zh-CN.md

@@ -180,6 +180,7 @@ Crypto 可作为跨资产风险情绪参考，但暂时不应混入 US equity 
 3. 在 `QuantAdvisorResearch` 增加 market confirmation 输入，但保持可选：
    - 当前 CSV 字段为 `symbol,as_of,return_5d,return_20d,return_63d,relative_return_20d,relative_return_63d,volume_zscore,drawdown_63d,volatility_21d,market_score,data_source,price_observation_count,warnings`。
    - `scripts/build_market_confirmation.py` 已能自动从 watchlist、信号上下文和主题动量快照收集标的，线上 workflow 默认生成该 CSV。
+   - 支持 `--proxy-urls`、`--proxy-list`、`--proxy-pool-url` 和仓库变量 `MARKET_DATA_PROXY_URLS` / `MARKET_DATA_PROXY_POOL_URL` 作为免费公共代理池补充。
    - 如果免费行情接口不可用，脚本会退回到 `theme_momentum_snapshot.json` 中的价格动量字段；报告继续生成，但短线结论会更保守。
    - 该输入只影响 `final_decisions` 的短/中/长线审计评分，不包含目标仓位或交易指令。
 

docs/notification_format.md

@@ -26,7 +26,7 @@ allocation advice.
 ```text
 量化模型推荐 | 周度 | 2026-05-31
 
-本期最终推荐：
+本期推荐：
 - MU | 中线 | 综合分=0.85 | 股票背景：Micron 主要做 DRAM、NAND 和 HBM 等存储芯片。
   推荐理由：前景主要来自 AI 服务器对 HBM 和高端 DRAM 的需求，以及存储周期修复。
 - INTC | 中线 | 综合分=0.77 | 股票背景：Intel 主要做 CPU、数据中心芯片、制造工艺和晶圆代工。
@@ -41,6 +41,6 @@ allocation advice.
 RSS remains intentionally short for feed readers:
 
 ```text
-主要信号=HBM / 存储, AI 算力平台；最终推荐=MU, INTC, AMD, VRT, DELL。
+主要信号=HBM / 存储, AI 算力平台；推荐=MU, INTC, AMD, VRT, DELL。
 非个性化模型输出；不包含下单、仓位配置或账户级建议。
 ```

docs/notification_format.zh-CN.md

@@ -57,7 +57,7 @@ RSS 只放最短摘要，适合订阅器扫一眼：
 
 ```text
 标题：2026-05-30 周度模型推荐
-摘要：主要信号=HBM / 存储, AI 算力平台；最终推荐=MU, INTC, AMD, VRT, DELL。
+摘要：主要信号=HBM / 存储, AI 算力平台；推荐=MU, INTC, AMD, VRT, DELL。
      非个性化模型输出；不包含下单、仓位配置或账户级建议。
 链接：完整 HTML 报告
 ```
@@ -69,7 +69,7 @@ Telegram 适合中等长度，最多展示前 3-5 个推荐：
 ```text
 量化模型推荐 | 周度 | 2026-05-30
 
-本期最终推荐：
+本期推荐：
 - MU | 中线 | 综合分=0.85 | 股票背景：Micron 主要做 DRAM、NAND 和 HBM 等存储芯片。
   推荐理由：前景主要来自 AI 服务器对 HBM 和高端 DRAM 的需求，以及存储周期修复。
 - INTC | 中线 | 综合分=0.77 | 股票背景：Intel 主要做 CPU、数据中心芯片、制造工艺和晶圆代工。

docs/system_design.md

@@ -94,6 +94,8 @@ The public HTML/RSS/Telegram outputs should stay direct:
 
 - show final recommendations, horizons, stock background, recommendation reasons,
   and risks;
+- render public recommendations as long-, medium-, and short-horizon columns,
+  sorted by each horizon score inside the column;
 - hide internal tags such as `source_mode`, mode labels, audience labels, and
   repository names;
 - keep `theme_first_candidates[]`, `horizon_scores`, and `selection_trace` in