 Adriano
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169819fe31
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feat(portfolio): portfolios.yml + load_active_portfolio (override operativi)
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2026-05-29 16:00:54 +02:00 |
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Adriano
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7a4bdb74f0
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feat(portfolio): PortfolioLedger (alloc, equity/DD, persistenza+resume)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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2026-05-29 15:59:57 +02:00 |
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Adriano
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3f6b0ccf91
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feat(portfolio): SleeveSpec/Portfolio/backtest con parità verso report_families
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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2026-05-29 15:55:29 +02:00 |
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Adriano
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9ff469cb8e
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feat(portfolio): builder unificato equity-per-sleeve (parità con report_families)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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2026-05-29 15:51:38 +02:00 |
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Adriano
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d99c9895bb
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feat(portfolio): schemi di peso (equal/manual/cap/inverse_vol/cluster_rp)
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2026-05-29 15:49:27 +02:00 |
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