User reported that the old prompt could emit 'sell' on backward-looking
capitulation ('Kevin sold after a 20% drop') — exactly the false signal
to avoid. v2 reframes every per-ticker field as forward-looking and
adds an explicit expected_move enum for the trading bot to weight.
Changes:
- New ExpectedMove enum (up_strong/up_mild/sideways/down_mild/
down_strong/unknown) in shared/schemas + shared/models, with
matching kevin_expected_move Postgres enum + column on
kevin_stock_mentions (migration e5f6a7b8c9d0). NOT NULL with
server_default 'unknown' so existing rows backfill cleanly.
- SYSTEM_PROMPT rewritten: action semantics now require a FORWARD
view; reactive sells get downgraded to 'watch' or skipped; the
rationale_quote must contain forward reasoning. Quality
checklist updated.
- _ANALYSIS_TOOL JSON schema gains expected_move (required).
- prompt_version v1 → v2 in config + infra + ad-hoc CLI default.
- pipeline.py persists ticker.expected_move into the new column.
Migration safety: the column is NOT NULL DEFAULT 'unknown' so 96
existing mentions auto-fill with 'unknown' (no forward call known
for backward analyses) without breaking any reads.
Cost to backfill the 27 existing analyses with v2 prompt: ~$3 LLM
spend. A follow-up reanalyze script will replay them after this
ships.
Given a YouTube video ID or URL, runs the same caption-extraction +
LLM-analysis pipeline the watcher uses in prod, then prints the
extracted tickers + actions sorted by action priority and conviction
descending. No DB writes, no Redis publish — strictly observational.
Two entry points:
- scripts/analyze_kevin_video.py — pure Python; needs yt-dlp +
Anthropic OAuth token in env. Local laptop yt-dlp tends to hit
"Sign in to confirm you're not a bot" rate-limits; running inside
a cluster pod avoids this.
- scripts/kevin-analyze.sh — wrapper that finds the running
trading-bot-workers pod and execs the Python script in the
meet-kevin-watcher container. Easiest invocation.
Example:
$ ./scripts/kevin-analyze.sh poUJIZRmFew
=== Meet Kevin analysis — poUJIZRmFew ===
Market outlook: bullish
TICKERS (12):
SYMBOL ACTION CONV HORIZON RATIONALE
APPF buy 85.0% long_term Apploven's looking fantastic ...
SOX buy 80.0% months Semiconductor ETF momentum ...
...
