stanley-druckenmiller-investment

To aggregate market analysis signals into a portfolio allocation recommendation, synthesize structured JSON outputs from breadth, uptrend, and macro analyzers into a composite 0-100 conviction score. This eliminates manual signal aggregation by mapping conviction levels to target equity, bond, and cash allocations.

A conviction score is a 0-100 quantitative measure synthesized from multiple market analysis inputs. It guides position sizing by mapping higher conviction levels to increased target allocations across equities, bonds, alternatives, and cash using quantitative matrices and rule-based overrides.

To generate a Druckenmiller market pattern classification, run the strategy synthesizer with recent structured JSON reports in your reports directory. The process identifies one of four market patterns and outputs both structured JSON and Markdown dashboard reports explaining the strongest and weakest portfolio components.

Yes, you need recent JSON outputs from five required upstream skills: Market Breadth, Uptrend, Market Top, Macro Regime, and FTD detectors. You can also optionally incorporate VCP, Theme, and CANSLIM reports to enrich the signal aggregation and allocation guidance.

No, the synthesizer requires Market Breadth, Uptrend, Market Top, Macro Regime, and FTD JSON reports to function. Without these five mandatory upstream inputs in the reports directory, the composite conviction score and allocation matrix cannot be calculated.