report-portfolio-review

Layer 3 (Report) orchestrator for portfolio review. Composes:

• Layer 1 — data-{country}/pack.py --pack screener-batch (per country, parallel)
• Layer 2 — analysis-portfolio/scripts/portfolio_compute.py (pure P&L compute)
• Layer 2 — analysis-macro-regime/scripts/regime_compose.py (optional overlay)
• Layer 3 — report-portfolio-review/scripts/review_format.py (pure Markdown formatter)

Rebalance / Kelly-sizing / sector concentration narrative are out of scope here — delegate to domain-teams:investing-team Portfolio Review workflow when needed (see "Optional follow-up" below).

Inputs