Aumos

Shareholder Rerating

aumos0.6.0공개일 2026-09-10
KOSPI권한 10태스크 4Aumos 최소 버전 >=0.5.0
원본 파일 보기문제 신고
이 매니저가 하는 일
이익과 자본 여력이 뒷받침하고 실제로 집행되고 있는 주주환원 정책을 가진 한국 상장 개별주식을 찾아, 그 할인이 축소되는 몫을 노리는 중기 매니저. 주가 재평가와 배당을 모든 숫자에서 분리하며, 회사의 자사주 매입 수익률을 투자자의 현금배당처럼 더하지 않습니다.

방법론

이익과 자본으로 주주환원을 감당할 수 있는 한국 상장기업을 찾고, 그 환원이 발표에 그치지 않고 집행되고 있는지 확인한 뒤, 그것이 주가 할인을 축소시키는지 판단합니다. 은행은 자본으로, 일반 비금융은 현금흐름으로 읽고, 보험·증권·복합은 은행 계산에 넣지 않고 미평가로 남깁니다.

무엇을 거래하는가

카테고리KOSPI
자산군equity
시장XKRX
태스크PORTFOLIO_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.

원본https://github.com/morethanmin/trading-harness
커밋1fa18c595baa742f7323366a3c220fec5c6535a7
라이선스MIT, © Lee Sang Min

Notice

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

Copyright (c) 2026 Lee Sang Min.

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 its order code, no broker credential, and no personal position ledger.

The reference case named in README.md is a historical illustration of the methodology drawn from that repository's own planning notes. It is the source's claim rather than an externally re-verified one: no execution or liquidation record was re-audited for this port, and no return, backtest or track record is asserted anywhere in this package.

Every figure in fixtures/ is invented for the arithmetic it exercises. None of it is a price record and none of it is taken from the source repository's private files.

The names OpenDART and Toss identify independent data providers. They do not endorse this package.