Polaris

<p align="center"> <img src="assets/polaris_banner.png" alt="Polaris banner" width="100%" /> </p> <p align="center"> <a href="#project-status"><img alt="Status: WIP" src="https://img.shields.io/badge/status-WIP%20%2F%20under%20active%20development-orange"></a> <a href="pyproject.toml"><img alt="Python 3.12+" src="https://img.shields.io/badge/python-3.12%2B-blue"></a> <a href="pyproject.toml"><img alt="Package: polaris" src="https://img.shields.io/badge/package-polaris-6f42c1"></a> <a href="docs/postgres_persistence.md"><img alt="System of record: PostgreSQL" src="https://img.shields.io/badge/system%20of%20record-PostgreSQL-336791"></a> <a href="docs/platform_rag_pipeline.md"><img alt="RAG: Qdrant + Neo4j" src="https://img.shields.io/badge/RAG-Qdrant%20%2B%20Neo4j-00a88f"></a> <a href="docs/core_telemetry_observability.md"><img alt="Observability: Prometheus Jaeger Grafana" src="https://img.shields.io/badge/observability-Prometheus%20%7C%20Jaeger%20%7C%20Grafana-e6522c"></a> </p> <h1 align="center">Polaris</h1> <p align="center"> <strong>A runtime-native AI intelligence platform for portfolio analysis, risk assessment, strategy synthesis, and financial reporting.</strong> </p> <p align="center"> <a href="#what-is-polaris">What is Polaris?</a> · <a href="#feature-matrix">Features</a> · <a href="#how-it-works">Architecture</a> · <a href="#quick-start">Quick start</a> · <a href="#cli-usage">CLI</a> · <a href="#documentation">Docs</a> </p>

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Project status

[!IMPORTANT] Polaris is a work in progress. The platform is under active development and is not yet a stable public API, production trading system, or investment advisory product. Interfaces, schemas, workflows, and defaults may change as the architecture matures.

Polaris is recommendation-oriented. It can analyze markets and portfolios, generate reports, produce strategy and risk assessments, inspect historical runs, and run deterministic simulations. It does not place live broker orders or autonomously trade capital.

[!WARNING] Polaris is research and decision-support software. Outputs are not financial, investment, legal, tax, or trading advice. Always verify data and decisions independently before acting.

What is Polaris?

Polaris is a Python platform for building replayable AI-assisted portfolio-management workflows. It combines typed application services, provider-based market integrations, a workflow runtime, persisted execution evidence, curated RAG, and observability into one platform-native architecture.

Polaris is designed to answer questions such as:

• What changed in market conditions since the last report?
• What does the current technical, macro, sentiment, news, portfolio, and risk picture look like?
• Why did the platform produce a recommendation or risk assessment?
• What evidence and node outputs contributed to a completed workflow run?
• How would a strategy or workflow behave under deterministic historical or simulated inputs?
• Which curated records should be used for grounded RAG-backed answers?

Feature matrix

Capability	Status	Description
Runtime-native workflows	Active	Registered workflows execute through the canonical runtime, node graph, events, checkpoints, and completed-run persistence.
Morning report	Active	Produces a human-readable financial report with terminal output and optional Markdown, HTML, JSON, or PDF artifacts.
Portfolio intelligence	Active	Builds portfolio state, risk context, strategy inputs, and recommendation surfaces from typed services and providers.
Technical and breadth analysis	Active	Provides market snapshots, indicators, volatility, breadth, trend, regime, and calibrated technical scores.
Strategy synthesis	Active	Combines market, portfolio, risk, and intelligence outputs into strategy-oriented recommendations and rationale.
PostgreSQL persistence	Active	PostgreSQL is the durable system o