feat(portfolio): builder unificato equity-per-sleeve (parità con report_families)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

tests/portfolio/test_sleeves.py

@@ -0,0 +1,21 @@
+import pandas as pd
+from src.portfolio import sleeves as S
+
+ALL_IDS = {"MR01_BTC", "MR02_BTC", "MR07_BTC", "MR01_ETH", "MR02_ETH", "MR07_ETH",
+           "DIP01_BTC", "TR01_basket", "ROT02_rot",
+           "PR_ETHBTC", "PR_LTCETH", "PR_ADAETH", "PR_BTCLTC", "PR_ETHSOL",
+           "TSM01", "SH_BTC", "SH_ETH"}
+
+
+def test_all_sleeve_equities_keys_and_index():
+    eq = S.all_sleeve_equities()
+    assert ALL_IDS <= set(eq)
+    s = eq["MR01_BTC"]
+    assert isinstance(s, pd.Series) and len(s) > 100
+    assert str(s.index.tz) == "UTC"
+
+
+def test_returns_df_aligned():
+    df = S.sleeve_returns_df(["MR01_BTC", "PR_ETHBTC", "SH_BTC"])
+    assert list(df.columns) == ["MR01_BTC", "PR_ETHBTC", "SH_BTC"]
+    assert df.isna().sum().sum() == 0