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Concept Registry — emerald-exchange

Prefix: CONCEPT:EE-* Version: 0.1.0 Bridge: CONCEPT:AU-ECO.messaging.native-backend-abstraction (Unified Toolkit Ingestion)


Project-Specific Concepts

Concept ID Name Description
CONCEPT:AU-AHE.assimilation.autonomous-trading-ecosystem MCP Server MCP entrypoint — action-routed finance tools with config.json backend resolution
CONCEPT:EX-AHE.harness.ee Exchange Backend Protocol Abstract ExchangeBackend protocol with factory registry pattern
CONCEPT:EX-AHE.harness.ee-2 Paper Backend Full simulation backend — default for all new installations
CONCEPT:EX-AHE.harness.ee-3 Alpaca Backend Alpaca Markets integration (equities + crypto, FREE paper trading)
CONCEPT:EX-AHE.harness.ee-4 CCXT Backend CCXT multi-exchange crypto support (Binance, Coinbase, Kraken, 100+)
CONCEPT:EX-AHE.harness.ee-5 Freqtrade Backend Freqtrade REST API strategy execution backend
CONCEPT:EX-AHE.harness.ee-6 Risk Guards Pre-trade risk validation, circuit breakers, kill switch (OS-5.1)
CONCEPT:EX-AHE.harness.ee-7 Market Data Tools MCP tool domain market_data — quote, historical, exchanges
CONCEPT:EX-AHE.harness.ee-8 Order Management Tools MCP tool domain orders — submit, cancel, status, halt, resume
CONCEPT:EX-AHE.harness.ee-9 Portfolio Tools MCP tool domain portfolio — positions, account
CONCEPT:AU-AHE.assimilation.skill-workflow-ingest Risk Management Tools MCP tool domain risk — drawdown_check, daily_loss_check, kelly, limits
CONCEPT:EX-AHE.harness.ee-11 Signal Generation Tools MCP tool domain signals — regime, alpha, fuse
CONCEPT:AU-AHE.assimilation.trading-ecosystem-spec Strategy Management Tools MCP tool domain strategy — list, promote, export
CONCEPT:EX-AHE.harness.ee-13 Trading Mode Enum Paper/Live mode gating with config-driven default
CONCEPT:EX-AHE.harness.ee-14 Kelly Criterion Sizing Half-Kelly position sizing capped at configurable max_position_pct
CONCEPT:EX-AHE.harness.ee-15 Circuit Breaker Engine Drawdown + daily loss + regime shift auto-halt system
CONCEPT:EX-AHE.harness.ee-16 Kill Switch Emergency halt/resume lifecycle for all trading activity
CONCEPT:EX-AHE.harness.ee-17 Crypto-Native Analytics crypto MCP domain: funding rates, whale alerts, arb scan via CCXT
CONCEPT:EX-AHE.harness.ee-18 Trading Debate Engine debate MCP domain: multi-agent bull/bear debate with risk veto
CONCEPT:EX-AHE.harness.ee-19 A2A Server Integration Native agent-to-agent interface via agent_server.py
CONCEPT:EX-AHE.harness.ee-20 Engine Client (lazy) Lazy/cached SyncEpistemicGraphClient accessor; import never requires a running engine
CONCEPT:EX-AHE.harness.ee-21 Polymarket V2 Fee Model Category-aware taker fee / maker rebate schedule (fees.py)
CONCEPT:EX-AHE.harness.ee-22 Market-Making Controller Per-book-update quoting policy (microprice/OFI/AS/logit/VPIN gate); decision-only, never places orders (market_making.py)
CONCEPT:EX-AHE.harness.ee-23 Event-Driven Backtester Heap event-loop with latency injection, L2 queue, fee accounting + deflated-Sharpe/CPCV/PBO validation hooks (backtester.py)
CONCEPT:EX-AHE.harness.ee-24 Production WebSocket Client Polymarket market-channel subscriber: auto-reconnect, heartbeat watchdog, sequence-gap resync (ws_client.py)
CONCEPT:EX-AHE.harness.ee-25 Forensic Screener Two-year Beneish/Altman/Piotroski/Sloan screen via engine forensic_report (forensic.py)
CONCEPT:EX-AHE.harness.ee-26 Fundamentals (SEC EDGAR) emerald_fundamentals MCP domain: filings/financials/risk_factors/mdna/full_text_search/standardize + forensic_screen chaining standardize→engine forensic_report (data/edgar.py, optional edgartools)
CONCEPT:EX-AHE.harness.ee-27 Wallet Intelligence emerald_wallet_intel MCP domain: Polymarket rank_wallets/wallet_profile/smart_money_convergence/exit_behavior over a poly_data trade dataset (data/wallet_intel.py, optional polars)
CONCEPT:EX-AHE.harness.ee-28 Dynamic-Beta Hedging Time-varying CAPM Kalman-beta hedge: current beta + uncertainty band → beta-neutral hedge ratio via engine kalman_beta (EG-KG.domains.state-space-statistical-arbitrage). hedging.py; emerald_statarb action dynamic_beta. Decision-only
CONCEPT:EX-AHE.harness.ee-29 OU Statistical-Arbitrage Signal Cross-venue spread → ADF stationarity gate → OU calibration + optimal thresholds → entry/exit signal via engine adf_test/ou_calibrate/ou_optimal_thresholds (EG-KG.domains.state-space-statistical-arbitrage). stat_arb.py; emerald_statarb action ou_signal. Decision-only
CONCEPT:EX-AHE.harness.by-default Conviction Gate + Calibration Convergence gate (engine convergence_gate, EG-KG.domains.quant-finance) wired ON by default into the market-making decision path (no N/N strong-signal agreement ⇒ withdraw); empirical-Kelly sizing (empirical_kelly) on RiskGuard; Brier calibration helper (brier_score). market_making.py/risk_guards.py; emerald_market_making action brier, emerald_risk action empirical_kelly
CONCEPT:AU-AHE.assimilation.trading-ecosystem-changelog Execution Bridge Routes a strategy/debate/optimizer TradeDecision (side/size/symbol/type/venue) to an ExchangeBackend behind the live-approval gate: paper executes freely, LIVE is BLOCKED while require_human_approval_live is set (returns approval_required), and every routed order still clears RiskGuard.pre_trade_check. Decision→action seam (execution_bridge.py)
CONCEPT:AU-AHE.assimilation.microstructure-signal-fusion Live Cockpit (text-mode) GUI-free cockpit rendering a structured snapshot + rich/plain table: engine status, account/positions, risk (kill-switch/drawdown/daily-loss), watchlist quotes, signals. Offline-safe (engine: offline). emerald-cockpit console script + cockpit() (cockpit.py)
CONCEPT:AU-AHE.assimilation.decision-distillation SABR Volatility Surface emerald_derivatives MCP domain delegating to engine SABR kernels (sabr_implied_vol/sabr_smile/sabr_calibrate, AU-KG.domains.derivatives): implied_vol/smile/calibrate + a decision-only vol_arb helper diffing market vs SABR-fair smile (rich/cheap strikes). derivatives.py; lazy/optional engine
CONCEPT:EX-AHE.harness.bounded-autonomous-allows-small Paper-First Staged Execution Execution-policy gating (data/execution_policy.json): default paper stage, human-only promotion (RiskGuard.approve_stage + token; the agent never self-escalates), and evaluate_graduation reporting paper→advisory→bounded_autonomous eligibility against policy thresholds. risk_guards.py
CONCEPT:EX-AHE.harness.ee-31 Kyle Insider/Stealth Surveillance Signal emerald_signals action surveillance calling the engine surveillance_risk kernel (EG-KG.domains.concept-2, distils arXiv:2605.27684) → informed-flow/detection-hazard/legal-risk scores; registers a discoverable MicrostructureSignal whose priors are set later by emerald_strategy backtest (AU-AHE.assimilation.microstructure-signal-fusion). DEFENSIVE: informed-flow detection, not trade concealment. mcp/mcp_signals.py
CONCEPT:EX-AHE.harness.sustained-adverse-selection Kyle Legal-Risk / Adverse-Selection Gate Market-making decide always computes + surfaces the Kyle legal_risk_score/informed_share (engine surveillance_risk) and withdraws quotes when it exceeds MMConfig.legal_risk_max (default 1.0 ⇒ no-op until tightened); RiskGuard.evaluate_graduation blocks promotion on max_legal_risk. market_making.py/risk_guards.py
CONCEPT:EX-AHE.harness.ee-32 Insider Equilibrium under Dynamic Legal Risk emerald_signals action insider_equilibrium routes to agent_utilities.domains.finance.insider_equilibrium (KG-2.6, distils arXiv:2605.27684 Qiao & Xia) — deepens the snapshot EX-AHE.harness.ee-31 surveillance score into the full continuous-time Kyle game: solves equilibrium trading intensity β, the end-of-window acceleration schedule, and a penalty-policy verdict (criminal cost suppresses β exactly; civil fines have diminishing, enforcement-gated effect). DEFENSIVE: surveillance/enforcement-design tool, not a concealment aid. mcp/mcp_signals.py

Cross-Project References (from agent-utilities)

Concept ID Name Origin
CONCEPT:AU-ECO.messaging.native-backend-abstraction Unified Toolkit Ingestion agent-utilities
CONCEPT:AU-ORCH.adapter.hot-cache-invalidation Confidence-Gated Router agent-utilities
CONCEPT:AU-OS.config.secrets-authentication Prompt Injection Defense / Financial Hardening agent-utilities
CONCEPT:AU-OS.state.cognitive-scheduler-preemption Cognitive Scheduler agent-utilities
CONCEPT:AU-OS.governance.reactive-multi-axis-budget Guardrail Engine agent-utilities
CONCEPT:AU-OS.governance.wasm-micro-agent-sandbox Audit Logging agent-utilities
CONCEPT:AU-KG.query.object-graph-mapper Knowledge Graph Core agent-utilities
CONCEPT:AU-KG.research.research-pipeline-runner Finance Domain agent-utilities

Synergy with agent-utilities

This project integrates with agent-utilities via CONCEPT:AU-ECO.messaging.native-backend-abstraction (Unified Toolkit Ingestion). The emerald_exchange MCP server registers its tools with the agent-utilities FastMCP middleware, enabling automatic discovery, telemetry, and Knowledge Graph ingestion of all EE-* concepts.

Finance Domain Integration: - Signal generation routes to agent_utilities.domains.finance (regime_detector, alpha_factors, signal_fusion) - Strategy lifecycle uses agent_utilities.domains.finance.strategy_engine - Heavy compute (qlib backtest, model training) routes to data-science-mcp - Risk monitoring integrates with KG-native cron scheduling