- name
- globalpercent
- description
- GlobalPercent — build a global-macro-probability panel for an investment research system. Merges public probability data from prediction markets (Polymarket + Kalshi), classifies every market into macro modules (monetary policy / macro economy / AI / etc.), and shows the whole market's expected-probability state at a glance as a sentiment/risk overlay (not a trading signal). Use when building a macro-probability or "event probability" dashboard, or wiring Polymarket/Kalshi APIs. Includes verified API details, the full architecture, hard-won gotchas, and adaptable reference code (Python backend + React panel).
> 📦 项目主页:https://github.com/simonlin1212/globalpercent — 更新、反馈、支持作者
>
> 作者:Simon 林 · X [@linsizhen](https://x.com/linsizhen) · 邮箱:simonlin0423@gmail.com
# GlobalPercent — a global-macro-probability panel for your research system
This skill packages everything needed to build a panel that reads **prediction-market
probabilities** from **Polymarket + Kalshi** (both public, read-only, no account) and
presents them as a **macro sentiment thermometer** grouped by module.
It is NOT a single API call. The value is in the *system*: classification, dedup,
multi-source merge, snapshot caching, async refresh, translation, and a dozen
non-obvious gotchas that each cost real debugging time. All of that is captured here
so you don't rediscover it.
## The one idea
A prediction market's **price IS a probability**. A contract trading at $0.62 means the
market collectively bets 62% the event happens. Reading those numbers is free, needs no
wallet or account — only *trading* does. So you can pull a global, money-backed sentiment
read on Fed decisions, geopolitics, AI milestones, etc. for zero cost.
**Use it as a thermometer, not a trading tool.** 70–84% of prediction-market traders lose
money; the edge belongs to HFT market-makers, not "AI that predicts well." Frame the panel
as *"what is the market's mood?"*, never as a buy/sell signal.
## When to use this skill
- Building an "event probability" / "sentiment" / "macro mood" dashboard panel
- Integrating Polymarket or Kalshi probability data into any app
- Anyone asks for prediction-market odds, election/Fed/geopolitics probabilities as data
## What you're building (architecture in one breath)
```
Polymarket Gamma API ─┐
├─► per-source fetchers shape every market into ONE common schema
Kalshi events API ────┘ (question, prob_yes, change_24h, volume_24h, source, …)
│
shared taxonomy classifies each into a module
(货币政策/宏观/地缘/政治/股指大宗/AI + reference group)
│
aggregator: merge → group by module → cap floods →
translate titles → pin a disk SNAPSHOT
│
/pulse/overview (instant from snapshot; refresh = async rebuild)
│
React panel: module sections + source badges + trend chart
```
## Build workflow
Follow in order. Read the two reference files first — they hold the details this overview
compresses.
1. **Read `reference/apis.md`** — exact endpoints, field names, and every API gotcha
(Kalshi's `*_dollars` field rename, no volume-sort, broken `category` filter, etc.).
*Verify the endpoints live before coding — these APIs change.*
2. **Read `reference/architecture.md`** — the design decisions and the hard-won gotchas
(async refresh, translation rate-limiting, empty-pull-never-overwrite, multi-leg events).
3. **Port the backend** from `code/backend/` into your stack:
- `market_taxonomy.py` — module list + keyword classifier (source-agnostic). Tune keywords.
- `polymarket_signals.py` — Polymarket Gamma/CLOB fetch + shape + snapshot.
- `kalshi_signals.py` — Kalshi events fetch + shape + snapshot (note the retry/empty-guard).
- `polymarket_translate.py` — optional title translation (swap in your LLM client).
- `market_pulse.py` — the aggregator + async-refresh snapshot model. This is the core.
- `api_routes.py` — FastAPI routes (`/pulse/overview`, `/polymarket/history`).
4. **Port the frontend** from `code/frontend/`:
- `EventProbabilityPanel.tsx` — module sections, source badges, EN-primary/CN-secondary
titles, multi-leg "档位 (market line)" chips, collapsed reference group, async-refresh poll.
- `ProbabilityTrend.tsx` — echarts line chart (swap for your chart lib if needed).
5. **Wire the proxy/route** so the panel page and its API share a path prefix without the
browser navigation getting swallowed (see architecture.md → "frontend plumbing").
6. **Smoke test**: hit `/pulse/overview?refresh=true` once to build the first snapshot
(can take minutes — Kalshi is slow), then confirm normal loads are instant and modules
are populated and capped.
## Porting notes (the repo-specific bits to swap)
The reference code came from a working FastAPI + React dashboard. Three things are
environment-specific — find and replace them:
| In the code | What it is | Swap for |
|---|---|---|
| `from src.config.paths import get_data_dir` | where snapshots/cache live (has a `~/.vibe-trading` fallback) | your app's data dir |
| `from src.providers.llm import build_llm` (in `polymarket_translate.py`) | the LLM used to translate titles to Chinese | your LLM client, or drop translation entirely (English-only) |
| `ProbabilityTrend`, Tailwind classes, lucide icons, `@/` alias | UI stack | your component/design system |
Everything else (the API logic, taxonomy, aggregator, snapshot/async model, gotcha
handling) is portable as-is. The modules import each other by bare name (e.g.
`import market_taxonomy`) — keep them in the same package or adjust imports.
## Scope / customization
- **Sources**: Polymarket + Kalshi are the two free, no-auth, money-backed venues worth
using. Manifold (play-money) is open too but noisy; Metaculus/PredictIt are
Cloudflare-blocked from servers. Adding/removing a source = add/remove a `*_signals.py`.
- **Modules & filtering**: the taxonomy is a keyword map — retune `CORE_MODULES`,
`REFERENCE_MODULES`, keyword lists, and `MODULE_CAPS` for your audience. The default
folds sports/world-cup/crypto into a collapsed "reference" group.
- **Translation**: optional. If the audience reads English, delete the translate step.
Read `reference/apis.md` and `reference/architecture.md` next.
---
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