feat: add NewsItem, sentiment scoring, and stock selection models

Add NewsCategory enum and NewsItem model to shared/models.py.
Create sentiment_models.py with SymbolScore, MarketSentiment, SelectedStock, Candidate.

2 files changed, 67 insertions, 0 deletions

diff --git a/shared/src/shared/models.py b/shared/src/shared/models.py
index 70820b5..a436c03 100644
--- a/shared/src/shared/models.py
+++ b/shared/src/shared/models.py
@@ -74,3 +74,26 @@ class Position(BaseModel):
     @property
     def unrealized_pnl(self) -> Decimal:
         return self.quantity * (self.current_price - self.avg_entry_price)
+
+
+class NewsCategory(str, Enum):
+    POLICY = "policy"
+    EARNINGS = "earnings"
+    MACRO = "macro"
+    SOCIAL = "social"
+    FILING = "filing"
+    FED = "fed"
+
+
+class NewsItem(BaseModel):
+    id: str = Field(default_factory=lambda: str(uuid.uuid4()))
+    source: str
+    headline: str
+    summary: Optional[str] = None
+    url: Optional[str] = None
+    published_at: datetime
+    symbols: list[str] = []
+    sentiment: float
+    category: NewsCategory
+    raw_data: dict = {}
+    created_at: datetime = Field(default_factory=lambda: datetime.now(timezone.utc))
diff --git a/shared/src/shared/sentiment_models.py b/shared/src/shared/sentiment_models.py
new file mode 100644
index 0000000..a009601
--- /dev/null
+++ b/shared/src/shared/sentiment_models.py
@@ -0,0 +1,44 @@
+"""Sentiment scoring and stock selection models."""
+
+from datetime import datetime
+from typing import Optional
+
+from pydantic import BaseModel
+
+from shared.models import OrderSide
+
+
+class SymbolScore(BaseModel):
+    symbol: str
+    news_score: float
+    news_count: int
+    social_score: float
+    policy_score: float
+    filing_score: float
+    composite: float
+    updated_at: datetime
+
+
+class MarketSentiment(BaseModel):
+    fear_greed: int
+    fear_greed_label: str
+    vix: Optional[float] = None
+    fed_stance: str
+    market_regime: str
+    updated_at: datetime
+
+
+class SelectedStock(BaseModel):
+    symbol: str
+    side: OrderSide
+    conviction: float
+    reason: str
+    key_news: list[str]
+
+
+class Candidate(BaseModel):
+    symbol: str
+    source: str
+    direction: Optional[OrderSide] = None
+    score: float
+    reason: str