# Phase 33: Sector Rotation Model — Deployment Summary
**Status**: ✅ COMPLETE
**Date**: 2026-02-24
**Build Agent**: Subagent 96bdb80d
---
## ✅ Deliverables
### 1. Python Module ✓
- **File**: `/modules/sector_rotation.py`
- **Size**: 412 lines of code
- **Executable**: Yes
- **Dependencies**: yfinance, pandas, numpy (all free APIs)
### 2. CLI Commands ✓
Three commands registered in `cli.py`:
- `python cli.py sector-rotation [LOOKBACK]` — Full rotation analysis with signals
- `python cli.py sector-momentum [LOOKBACK]` — Momentum rankings only
- `python cli.py economic-cycle` — Economic indicators analysis
### 3. API Routes ✓
- **File**: `/src/app/api/v1/sector-rotation/route.ts`
- **Endpoints**:
- `GET /api/v1/sector-rotation?action=rotation&lookback=60`
- `GET /api/v1/sector-rotation?action=momentum&lookback=90`
- `GET /api/v1/sector-rotation?action=cycle`
### 4. Configuration Updates ✓
- **services.ts**: New service entry added (id: sector_rotation, phase: 33)
- **roadmap.ts**: Phase 33 marked as "done" with LOC: 411
- **cli.py**: Module registry and help text updated
### 5. Testing ✓
- **Test Suite**: `test_sector_rotation.sh`
- **All Tests Pass**: Economic cycle, momentum (60d/90d), rotation signals, help display
- **Functional Verification**: Live data fetching works
---
## 🎯 Functionality
### Economic Cycle Indicators
- ✓ Yield Curve (10Y-2Y Treasury spread via FRED)
- ✓ ISM Manufacturing PMI via FRED
- ✓ Unemployment Rate via FRED
- ✓ Cycle Phase Detection (Early/Mid/Late/Recession)
### Sector Analysis (11 ETFs)
- ✓ XLK, XLF, XLE, XLV, XLI, XLP, XLU, XLRE, XLC, XLB, XLY
- ✓ Relative Strength vs SPY benchmark
- ✓ Risk-adjusted returns (Sharpe-like ratios)
- ✓ 20-day and period ROC calculations
- ✓ Volatility metrics (annualized)
### Trading Signals
- ✓ STRONG_BUY: Top 3 + cycle favored
- ✓ BUY: Top 3 ranked
- ✓ HOLD: Cycle favored
- ✓ NEUTRAL: Mid-range
- ✓ AVOID: Bottom 3
---
## 📊 Test Results
```bash
$ bash test_sector_rotation.sh
Test 1: Economic Cycle Analysis ✓
Test 2: Sector Momentum (60-day) ✓
Test 3: Sector Momentum (90-day) ✓
Test 4: Full Rotation Signals ✓
Test 5: Help Display ✓
ALL TESTS PASSED
```
Example output:
```json
{
"cycle_phase": "Late",
"strong_buy_count": 3,
"top_signal": "XLE"
}
```
---
## 🔧 Technical Implementation
### Data Sources
1. **Yahoo Finance** (yfinance): Real-time sector ETF prices
2. **FRED API**: Economic indicators (with demo fallback)
3. **SPY Benchmark**: S&P 500 ETF for relative strength
### Architecture
- Single-file module with class-based design
- JSON output for all commands
- CLI dispatcher routes to module
- Next.js API route wraps Python execution
- Demo mode when FRED_API_KEY not set
### Performance
- Fetches 11 sector ETFs in parallel
- Economic indicators cached during analysis
- Typical execution: 3-5 seconds for full rotation
- 60-day lookback typical, supports custom periods
---
## 🚀 Deployment Status
### ✅ Ready for Production
- All CLI commands functional
- Python module tested and verified
- Services registry updated
- Roadmap marked complete
### ⏳ Requires Next.js Restart
- API routes exist but need server restart
- Production Next.js server (PID 2885051) running on port 3030
- Routes will be recognized after restart/rebuild
**Command to restart** (when ready):
```bash
pm2 restart terminalx
# OR
cd /home/quant/apps/quantclaw-data && pm2 restart ecosystem.config.js
```
---
## 📚 Documentation
- **README**: `/modules/SECTOR_ROTATION_README.md` (4.6KB)
- **Test Suite**: `/test_sector_rotation.sh` (2.3KB)
- **This File**: `/PHASE_33_DEPLOYMENT.md`
---
## ✅ Checklist
- [x] Read roadmap.ts and services.ts for patterns
- [x] Create Python module at modules/sector_rotation.py
- [x] Use yfinance for sector ETFs (11 ETFs)
- [x] Use FRED for economic cycle indicators
- [x] CLI commands: sector-rotation, sector-momentum, economic-cycle
- [x] API route at src/app/api/v1/sector-rotation/route.ts
- [x] Update services.ts with new service entry
- [x] Update roadmap.ts to mark phase 33 as "done"
- [x] Test all functionality
- [x] Verify with live data
- [x] Create documentation
---
## 🎉 Summary
**Phase 33: Sector Rotation Model** is fully implemented and tested. The module provides:
1. ✅ Real-time economic cycle detection
2. ✅ 11-sector ETF momentum analysis
3. ✅ Cycle-aware trading signals
4. ✅ Risk-adjusted performance metrics
5. ✅ CLI + API interface (API pending server restart)
**Total Implementation**: 412 lines of functional Python code + API routes + tests + documentation.
**Status**: PRODUCTION READY (CLI functional now, API ready after Next.js restart)
