furic/richfolio](https:

v1.4.0 Feature

This release adds 3 notable features for engineering teams evaluating rollout.

Published 1mo Productivity & Wikis

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✓ No known CVEs patched

Read the diff → Tool health → What is this tool? →

✓ No known CVEs patched in this version

Topics

buy-signals cron email-digest etf gemini-ai investing

+9 more

morning-brief personal-finance portfolio rebalancing resend stocks typescript wealth-management yahoo-finance

Summary

AI summary

Updates Technical Indicators, Other, and Macro Environment Context across a mixed release.

Full changelog

What's New

Macro Environment Context

AI now receives real-time macro indicators (VIX, 10Y Treasury yield, S&P 500, Oil/WTI, USD/DXY) from Yahoo Finance — no extra API key needed
Gemini writes macro-aware risk assessments instead of generic boilerplate (e.g. "elevated VIX + high yields suggest caution")
Fed to both daily analysis and detailed STRONG BUY analysis prompts

Smarter STRONG BUY Criteria

Price below 200-day MA added as a price-level signal — ETFs (which lack P/E data) now have a viable path to STRONG BUY without requiring near-52w-low
Entry signals now require at least 1 price-level signal (P/E below avg, 52w position <30%, or below 200MA) — momentum signals alone no longer sufficient
Golden cross correctly ignored when price is below 200MA (lagging artifact, not bullish)

Bond ETF Framework

Two-tier framework: short-duration (BSV, SHY, etc.) hard-capped at BUY ≤65%; long-duration (TLT, BND, etc.) eligible for STRONG BUY at rate cycle peaks
RSI/MACD/momentum explicitly excluded as buy signals for all bond ETFs

Bug Fixes

Fixed 52-week position misinterpretation in detailed analysis — Gemini no longer confuses "% of annual range" with "% of 52w high"
Fixed golden cross framing in detailed analysis when price is below both MAs
Three-layer news filtering (financial phrases → language filter → Gemini relevance) reduces false positive headlines

Technical Indicators

MACD (12/26/9) with bullish/bearish crossover detection
Bollinger Bands with %B, bandwidth, and squeeze detection
Explicit conflict resolution hierarchy (MACD for trending, Bollinger for range-bound)
Bottom-fishing model: stricter threshold for stocks/ETFs (3+ indicators) vs crypto (2+)

Other

Intraday alerts refocused on STRONG BUY signals only
Baseline updated after intraday alert to prevent duplicate notifications
Auto-generated news search terms from Yahoo Finance company names
Docs rewritten as GitHub-first for non-technical users

Full Changelog: https://github.com/furic/richfolio/compare/v1.3.0...v1.4.0

View diff on GitHub

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