Adriano 602c46e5bf docs(portfolios): design spec cartella portfolios (brainstorming) ...

Portafogli come oggetti di prima classe (pool condiviso, backtest+live unificati,
ribilancio periodico, 4 schemi pesi, data layer Cerbero v2). Default PORT06
(master+shape, cap pairs 33%, leva 2x). Include analisi accorpamento sleeve
(cluster per asset/regime, pairs=47% rischio) e fuori-scope (ledger unico,
Hyperliquid alt, cointegration).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

2026-05-29 15:24:17 +02:00

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2026-05-29-portfolios-design.md

docs(portfolios): design spec cartella portfolios (brainstorming)

2026-05-29 15:24:17 +02:00