12. Configuration Reference
Constants are defined across modules; centralize in a config.py for SaaS.
| Name | Value | Location |
|---|---|---|
| RS_LEADER_FLOOR | 83 | portfolio_analyzer.py, ingest_ibd_lists.py, process_growth_stocks.py |
| DEFAULT_MRP | 0.055 | capm_wacc.py |
| DEFAULT_TAX | 0.21 | capm_wacc.py |
| DEFAULT_RF | 0.043 | capm_wacc.py |
| DEFAULT_BETA | 1.0 | capm_wacc.py |
| MULTI_LIST_BONUS_PTS | (not in codebase) | Reserved — multi-list is sort priority, not additive points today |
| DASHBOARD_PORT / DASHBOARD_URL | 8765 / http://localhost:8765/dashboard.html | weekly_run.py |
Paths (performance_tracker.py):
DATA_OUT=ROOT / "data" / "output"STATE_PATH=data/output/performance_tracker_state.jsonHISTORY_CSV=data/output/performance_history.csvKPI_CSV=data/output/kpi_summary.csvLATEST_JSON=data/output/performance_latest.json
Paths (weekly_run.py): ROOT, HOLDINGS, DATA_INPUT, DATA_OUTPUT — same data/input, data/output, holdings layout.
Dashboard JSON URL in browser: data/output/performance_latest.json (relative to dashboard.html).