feat(backtest): add selectable stock pool presets - #441
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- add versioned 30-symbol stock, fund, and mixed rosters to Run Backtest - resolve and freeze backend pool selections across API, worker, CLI, and engine boundaries - persist universe provenance and batch larger Alpaca requests - cover selection, validation, compatibility, and frontend submission behavior
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Adds configurable stock-universe selection to Run Backtest.
Users can now choose from three versioned 30-symbol universes:
as well as the original choices.
The selected universe is previewed in the UI and resolved by the backend before the run starts. Its exact symbols and provenance are frozen and passed through the API, worker, CLI, and backtesting engine, ensuring queued runs remain reproducible even if the source catalog changes.
This change also updates LLM prompts to support non-DJIA universes, batches larger Alpaca data requests, and preserves existing DJIA, Magnificent 7, custom-asset, and iFinD behavior.
Purpose
Different stock universes can favor different trading strategies. A strategy that performs well on individual stocks may behave differently when applied to funds, ETFs, or a mixed universe.
These selectable pools make it possible to test and reproduce an agent’s strategy under consistent market scopes, compare its behavior across different universes, and identify which types of assets the strategy is most effective for.
Validation