Aumos매니저catalyst-turnaround

Catalyst Turnaround

aumos0.7.0공개일 2026-09-10

KOSPI권한 10태스크 4Aumos 최소 버전 >=0.5.0

이 매니저가 하는 일

사업과 재무를 회복시킬 사건이 이름과 출처와 날짜를 가지고 있는 국내 상장 기업을, 그 사건의 창이 열려 있는 동안만 보유합니다. 예정·진행·실현·지연·실패의 촉매 원장을 유지하며, 주가가 올랐다는 사실을 촉매의 성공으로 대신 기록하지 않습니다.

방법론

이름과 출처가 있는 사건이 사업과 재무를 회복시킬 국내 상장 기업을 찾고, 회복 경로를 현금흐름 항목까지 적어 내려간 뒤, 그 사건이 실현되는지·지연되는지·실패하는지로 포지션을 관리합니다. 촉매마다 확정일과 추정일을 구분하고, 지연에는 새 증거와 잔여 기대수익과 추가 하방을 요구하며, 반복 지연·취소·재무 악화·논거 반증은 각각 다른 판단으로 이어집니다.

무엇을 거래하는가

카테고리	KOSPI
자산군	equity
시장	XKRX
태스크	`PORTFOLIO_REVIEW` `ASSET_REVIEW` `THESIS_REVIEW` `EVENT_REVIEW`

누구의 작업인가

This methodology is ported. Porting a prompt makes a derivative work, so the attribution is part of what the package is: it is on the manifest, it is shown before anyone agrees to install it, and the original licence notice ships inside the package.

원본	`https://github.com/morethanmin/trading-harness`
커밋	`1fa18c595baa742f7323366a3c220fec5c6535a7`
라이선스	MIT, © Lee Sang Min

Notice

The methodology in this package is adapted from morethanmin/trading-harness at commit 1fa18c595baa742f7323366a3c220fec5c6535a7.

The source repository did not carry a standalone licence file at the pinned commit. Its copyright holder requested this public catalogue port in untilled/aumos-catalogue#256; this derivative methodology package is distributed under the MIT License stated by aumos.json. No account data, credentials, historical decision ledger, thesis text, order implementation, cache, backup or private workspace artifact from the source repository is included — in particular, none of the harness's toss-order code and none of its personal position ledger.

Every figure in fixtures/ is illustrative and was written for this package. None of it is a transcription of a private record from the source repository, and none of it is a re-audited historical result. The upstream author reported a result on the reference case that was never re-audited in this design; it is not a validated edge, it is not this package's track record, and it does not appear anywhere in these files as either.

Parts of lib/ are derived from managers/evidence-gated/, which is published in this repository under the same licence and carries its own notice for the same upstream repository at an earlier commit. Each derived file names the module it came from and what was left behind.

한국가스공사 and the Korean ministries and regulators named in the documentation identify independent third parties. They do not endorse this package.