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worldmonitor/docs/premium-finance.mdx
Elie Habib 09a582e089 fix(docs): correct numerical inaccuracies, add missing features and variants (#1472) 
* fix(docs): correct variant count from 4 to 5

Updated overview.mdx and architecture.mdx to reflect all 5 platform
variants (World Monitor, Tech Monitor, Happy Monitor, Finance Monitor,
Commodity Monitor). Previously only 2 were listed in the table and
the text said "four".

* fix(docs): correct all numerical inaccuracies across documentation

Updated counts verified against actual codebase:
- AI datacenters: 111 → 313
- Undersea cables: 55 → 86
- Map layers: 45 → 49
- News sources: 80+ → 344
- Service domains: 22 → 24
- CII countries: 20 → 24
- Military bases: 210/220+ → 226
- Strategic ports: 61/83 → 62
- Airports: 30/107 → 111
- Chokepoints: 6/8 → 9
- Signal entities: 100+/600+ → 66
- Variant count: four → five (added Commodity Monitor)

* docs(overview): add Happy, Finance, and Commodity Monitor sections

Added detailed documentation sections for the three previously
undocumented platform variants, including layers, panels, and
news categories for each.

* docs(features): document 13 previously undocumented features

Added: trade routes, FIRMS fire detection, webcam surveillance,
country brief, aviation intelligence panel, climate anomalies,
displacement tracking, Gulf economies, WTO trade policy, central
banks & BIS, market watchlist, NOTAM closure detection, and
offline ML capabilities.

* docs: standardize terminology, add cross-references, fix stale refs

Phase 4: Renamed "News Importance Scoring" to "Headline Scoring",
"Signal Correlation" to "Cross-Stream Correlation". Added cross-refs
between CII/convergence, CORS/API-key, maritime/finance chokepoints.
Deduplicated Population Exposure content. Clarified hotspot vs focal
point distinction.

Phase 5: Rewrote daily_stock_analysis as historical context. Added
legacy note for api/*.js files. Added OREF 24h rolling history boost
and GPS jamming classification thresholds to algorithms.mdx. Fixed
orbital-surveillance tier table contradictions.

Phase 6: Fixed orphaned markdown separator in orbital-surveillance.

* fix(docs): catch remaining stale numbers in secondary doc files

Fixed stale counts in data-sources.mdx, strategic-risk.mdx,
documentation.mdx, ai-intelligence.mdx, PRESS_KIT.md, and
roadmap-pro.md that were missed in the initial pass.

* fix(docs): address review findings from fresh-eyes pass

- desktop-app.mdx: "four variants" → "five", "22 services" → "24"
- infrastructure-cascade.mdx: chokepoints 8 → 9, node total 279 → 350
- data-sources.mdx: chokepoints 8 → 9
- overview.mdx: remove duplicated intro sentence
- getting-started.mdx: fix stale file tree comments (AI clusters, airports, entities)
2026-03-12 07:48:47 +04:00

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---
title: "Premium Finance"
description: "Premium finance is the finance-variant layer providing stock-analysis capabilities within World Monitor, originally inspired by a standalone daily_stock_analysis project but now fully integrated."
---
Premium finance is the finance-variant layer providing stock-analysis capabilities within World Monitor. These features were originally inspired by a standalone `daily_stock_analysis` project but are now fully integrated into the World Monitor codebase.
This layer is intentionally split into:
- `core premium finance`
- `extra enrichment layers`
The core layer is the part required for the premium feature to work. Extra layers improve output quality or efficiency but are not the source of truth.
---
## Core Scope
The current premium finance scope includes:
- premium stock analysis
- shared analysis history
- stored backtest summaries
- scheduled daily market brief generation
- finance-variant premium panels
- Redis-backed shared backend persistence for analysis history and backtests
The original standalone project included capabilities that were intentionally not carried over:
- standalone web app
- relational database model
- notification system
- agent/chat workflows
- bot integrations
- image ticker extraction
- China-specific provider mesh
---
## Core Architecture
### Request Flow
1. Finance premium panels load through the normal app shell and panel loader.
2. Premium stock RPCs are called through `MarketService`.
3. Premium endpoints require `WORLDMONITOR_API_KEY` server-side, not just a locked UI.
4. Results are persisted into Redis-backed shared storage.
5. Panels prefer stored shared results before recomputing fresh analyses or backtests.
### Core Backend Surfaces
Primary handlers:
- [analyze-stock.ts](https://github.com/koala73/worldmonitor/blob/main/server/worldmonitor/market/v1/analyze-stock.ts)
- [get-stock-analysis-history.ts](https://github.com/koala73/worldmonitor/blob/main/server/worldmonitor/market/v1/get-stock-analysis-history.ts)
- [backtest-stock.ts](https://github.com/koala73/worldmonitor/blob/main/server/worldmonitor/market/v1/backtest-stock.ts)
- [list-stored-stock-backtests.ts](https://github.com/koala73/worldmonitor/blob/main/server/worldmonitor/market/v1/list-stored-stock-backtests.ts)
- [premium-stock-store.ts](https://github.com/koala73/worldmonitor/blob/main/server/worldmonitor/market/v1/premium-stock-store.ts)
Primary contracts:
- [analyze_stock.proto](https://github.com/koala73/worldmonitor/blob/main/proto/worldmonitor/market/v1/analyze_stock.proto)
- [get_stock_analysis_history.proto](https://github.com/koala73/worldmonitor/blob/main/proto/worldmonitor/market/v1/get_stock_analysis_history.proto)
- [backtest_stock.proto](https://github.com/koala73/worldmonitor/blob/main/proto/worldmonitor/market/v1/backtest_stock.proto)
- [list_stored_stock_backtests.proto](https://github.com/koala73/worldmonitor/blob/main/proto/worldmonitor/market/v1/list_stored_stock_backtests.proto)
- [service.proto](https://github.com/koala73/worldmonitor/blob/main/proto/worldmonitor/market/v1/service.proto)
### Frontend Surfaces
Panels:
- [StockAnalysisPanel.ts](https://github.com/koala73/worldmonitor/blob/main/src/components/StockAnalysisPanel.ts)
- [StockBacktestPanel.ts](https://github.com/koala73/worldmonitor/blob/main/src/components/StockBacktestPanel.ts)
- [DailyMarketBriefPanel.ts](https://github.com/koala73/worldmonitor/blob/main/src/components/DailyMarketBriefPanel.ts)
Services and loading:
- [stock-analysis.ts](https://github.com/koala73/worldmonitor/blob/main/src/services/stock-analysis.ts)
- [stock-analysis-history.ts](https://github.com/koala73/worldmonitor/blob/main/src/services/stock-analysis-history.ts)
- [stock-backtest.ts](https://github.com/koala73/worldmonitor/blob/main/src/services/stock-backtest.ts)
- [daily-market-brief.ts](https://github.com/koala73/worldmonitor/blob/main/src/services/daily-market-brief.ts)
- [data-loader.ts](https://github.com/koala73/worldmonitor/blob/main/src/app/data-loader.ts)
---
## Stock Analysis
The premium stock-analysis engine was originally a TypeScript port of core logic from the standalone project, now fully native to World Monitor.
It computes:
- moving-average stack and trend state
- bias versus short and medium moving averages
- volume pattern scoring
- MACD state
- RSI state
- bullish and risk factors
- composite signal and signal score
- AI overlay using the shared LLM chain when configured
Each stored analysis record includes stable replay fields so the record can be reused later:
- `analysisId`
- `analysisAt`
- `signal`
- `currentPrice`
- `stopLoss`
- `takeProfit`
- `engineVersion`
Those fields matter because backtesting now validates stored analysis records rather than re-deriving a different strategy view later.
---
## Shared Store
World Monitor still lacks a general-purpose relational backend, so premium finance currently uses Redis as the backend-owned source of truth.
### What Redis Stores
- latest shared stock-analysis snapshots
- per-symbol analysis history index
- historical analysis ledger used by backtesting
- stored backtest summary snapshots
### Why This Is Different From The Earlier App-Layer Version
Earlier iterations stored history locally per device and recomputed backtests on demand. The hardened version promotes those artifacts into the backend layer so:
- multiple users can share the same analysis results
- multiple users can share the same backtest summaries
- browser or desktop cache is no longer the canonical history
### Current Storage Model
Redis is used as:
- shared product memory
- cache-backed persistence
- the current source of truth for premium finance artifacts
It is **not** a relational finance ledger yet. Long-lived querying, rich pagination, and full auditability would still be better served by a future database layer.
---
## Backtesting
Backtesting in World Monitor is intentionally tied to stored analysis records, not just a raw signal replay.
Current flow:
1. Build or refresh a historical stored analysis ledger from Yahoo daily bars.
2. Persist those records with stable IDs and timestamps.
3. Evaluate forward performance from each stored record's saved signal and target levels.
4. Store the resulting backtest summary in Redis for shared reuse.
This makes the feature closer to "validate prior premium analyses" than "rerun whatever the latest strategy code happens to do."
---
## Daily Market Brief
The daily market brief is a premium finance panel layered on top of the project's existing market and news infrastructure.
It:
- builds once per local day
- uses the tracked watchlist and available market/news context
- caches the brief
- avoids unnecessary regeneration before the next local morning schedule
This is a World Monitor native feature, not a direct port of the original project's scheduler/automation system.
---
## Premium Access Control
Premium finance endpoints are enforced server-side.
Premium RPC paths are gated in:
- [gateway.ts](https://github.com/koala73/worldmonitor/blob/main/server/gateway.ts)
- [api/_api-key.js](https://github.com/koala73/worldmonitor/blob/main/api/_api-key.js)
This matters because a UI-only lock would still allow direct API usage from trusted browser origins.
---
## Data Sources
Core premium finance currently depends on:
- Yahoo Finance chart/history endpoints
- Finnhub for broader market data already used elsewhere in World Monitor
- Google News RSS as the baseline stock-news fallback
- the shared LLM provider chain in [llm.ts](https://github.com/koala73/worldmonitor/blob/main/server/_shared/llm.ts)
The provider-backed targeted stock-news layer is documented separately in [PREMIUM_FINANCE_SEARCH.md](/premium-finance-search).
---
## Caching And Freshness
There are three distinct cache or persistence behaviors in play:
- Redis shared storage for premium analysis history and backtests
- Redis response caching for expensive server recomputation
- client-side cache only as a rendering/performance layer
The data loader refreshes stale symbols individually rather than recomputing the whole watchlist when only one symbol is missing or stale.
---
## Separation Of Layers
### Core Premium Finance
The core layer is:
- analysis engine
- stored history
- stored backtests
- premium auth
- premium UI panels
- daily brief
### Extra Layer: Targeted Search Enrichment
The search-backed stock-news layer is intentionally separate because it improves analysis quality but is not required for the feature to function. If all search providers are unavailable, premium stock analysis still works using Google News RSS fallback.
See [PREMIUM_FINANCE_SEARCH.md](/premium-finance-search).
---
## Current Boundaries
This feature is valid and production-usable within World Monitor's current architecture, but some boundaries remain explicit:
- Redis is the canonical store for now
- there is no standalone finance database
- there is no agent/chat or notifications integration yet
- the original project's broader provider stack was not carried over
- China-focused market data/search layers were intentionally excluded
These boundaries keep the feature aligned with World Monitor's architecture.
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