f/tests
Greg Pomerantz 7b27920a77 fundlab: extract strategy sections from EDGAR docs; --strategy CLI mode
- extract_strategy(): finds the 'Principal Investment Strategies' /
  'main investment strategies' section, scores candidates (strategy prose
  +3, Q&A heading +2, TOC -5, risk subheading -5, stop-heading -2),
  truncates at the next section heading; falls back to the prose after
  the objective sentence when no heading exists
- fundinfo --strategy [--refresh]: populates the strategy field of
  funds.json from each fund's EDGAR document
- funds.json now carries objective + strategy for 20 funds (the 9
  curated index funds have no strategy: their objective is the strategy)
2026-08-25 23:06:13 -04:00
..
test_app.py app: background cache refresh, per-benchmark stats, correlation tab, global date range 2026-08-25 18:15:47 -04:00
test_data.py app: background cache refresh, per-benchmark stats, correlation tab, global date range 2026-08-25 18:15:47 -04:00
test_e2e_browser.py Stock & Portfolio Analyzer: full UI rework 2026-08-24 16:05:27 -04:00
test_fundlab.py fundlab: extract strategy sections from EDGAR docs; --strategy CLI mode 2026-08-25 23:06:13 -04:00