Glossary

This page provides definitions for codebase-specific terminology, domain concepts, and implementation details used within the news-sentiment-ai-trader system.

1. Core Domain Concepts

Forecast (Sentiment)

The primary output of the LLM logic, representing the predicted market direction based on news analysis.

bullish: News background is positive; participants expect growth.
bearish: News background is negative; participants expect a drop.
neutral: Balanced or absent news background.
sideways: Contradictory news causing uncertainty.

Signal

A structured instruction generated by a strategy to enter or exit a market position.

Implementation: Defined in getSignal within addStrategySchema.
State Machine: Progresses through states: idle, scheduled, opened, active, closed, or cancelled.

Backtest Frame

A temporal configuration defining the window and interval for historical simulation.

Implementation: addFrameSchema defines the startDate, endDate, and interval (e.g., 1m).

Moonbag

A specific position configuration provided by backtest-kit that typically involves a fixed stop-loss and trailing logic.

Implementation: Used in feb_2026_strategy via Position.moonbag().

2. Technical Infrastructure Terms

Advisor

A component within the agent-swarm-kit ecosystem that provides specific data to the LLM.

TavilyNewsAdvisor: Fetches and formats news data from the Tavily API.

Outline

A template for LLM interaction that defines the prompt, expected JSON schema, and validation rules.

ForecastOutline: The specific outline used to generate market sentiment.

Completion

The specific LLM execution mode.

OllamaOutlineToolCompletion: Uses Ollama with tool-calling capabilities (specifically the provide_answer function) to ensure structured JSON output.

News Window

A temporal filter applied to news fetching to prevent look-ahead bias and focus on recent events.

Implementation: Set to 24 hours in the strategy and enforced in the fetcher.

3. Implementation Mapping Diagrams

Forecast Data Flow: From News to Signal

This diagram maps the logical transition from raw external news to a code-level Signal.

Forecast Pipeline Architecture

Execution Mapping: Strategy to Exchange

This diagram shows how strategy logic interacts with the framework-level exchange adapters.

Execution Logic Mapping

4. Key Abbreviations & Variables

Term	Definition	Code Reference
PNL	Profit and Loss. Calculated as a percentage including slippage and fees.
SL	Stop-Loss. The price level at which a losing position is automatically closed.
TP	Take-Profit. The price level at which a winning position is closed.
OHLCV	Open, High, Low, Close, Volume. Standard candle data format.
Trailing Take	A dynamic exit strategy that closes a position if profit drops by a certain amount from its peak.
Sentiment Flip	Closing a position because the LLM forecast changed to the opposite direction.