# georgeqanfin-stack/inr-fair-value architecture

> Architecture diagram of the GitHub repository georgeqanfin-stack/inr-fair-value, generated by GitDiagram from its file tree, README and a sample of source files (last updated 2026-09-25). It is an AI-made overview: check details against the source.

- Interactive diagram: https://gitdiagram.com/georgeqanfin-stack/inr-fair-value
- Repository: https://github.com/georgeqanfin-stack/inr-fair-value

## Overview

This repository is a research model for estimating INR/USD equilibrium value and assessing exchange-rate misalignment. The documented workflow constructs lagged and live-tracker data, estimates REER, FEER, and BEER/regime models, then tests a REER–FEER composite with an error-correction model. The tree confirms the notebooks and named data artifacts, but source excerpts are unavailable, so internal implementation details and uncertain artifact-to-notebook links are omitted.

Main entry points: [`05_data_and_models.ipynb`](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/05_data_and_models.ipynb) (Data and models), [`06_unified_ecm.ipynb`](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/06_unified_ecm.ipynb) (Unified ECM), [`data/master_v2_lagged.csv`](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/master_v2_lagged.csv) (Lagged master), [`data/phase2_equilibrium_v2.csv`](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/phase2_equilibrium_v2.csv) (Equilibrium data)

## Diagram (Mermaid)

```mermaid
flowchart TD

subgraph group_data["Data construction"]
  node_data_models["Data and models"]
  node_master_live["Live master<br/>[master_v2.csv]"]
  node_master_lagged["Lagged master"]
end

subgraph group_valuation["Valuation models"]
  node_reer["REER anchor"]
  node_feer["FEER engine"]
  node_beer_regime["BEER and regimes"]
  node_phase2["Equilibrium data"]
  node_phase3["FEER data<br/>[phase3_feer_v2.csv]"]
  node_phase4["BEER data<br/>[phase4_beer_v2.csv]"]
  node_coefs["BEER coefficients<br/>[beer_coefs_v2.json]"]
end

subgraph group_ecm["ECM analysis"]
  node_ecm_notebook["Unified ECM"]
  node_ecm_base["ECM base data<br/>[ecm_base.csv]"]
  node_results["Misalignment and signals"]
end

node_analyst(("Researcher"))
node_fred[("FRED")]
node_rbi[("RBI DBIE")]
node_worldbank[("World Bank")]
node_mospi[("MOSPI")]

node_analyst -->|"runs analysis"| node_data_models
node_fred -->|"supplies series"| node_data_models
node_rbi -->|"supplies series"| node_data_models
node_worldbank -->|"supplies series"| node_data_models
node_mospi -->|"supplies CPI"| node_data_models
node_data_models -->|"constructs"| node_master_live
node_data_models -->|"constructs with lags"| node_master_lagged
node_master_lagged -->|"estimation inputs"| node_reer
node_master_lagged -->|"estimation inputs"| node_feer
node_master_lagged -->|"estimation inputs"| node_beer_regime
node_reer -->|"writes"| node_phase2
node_feer -->|"writes"| node_phase3
node_beer_regime -->|"writes"| node_phase4
node_beer_regime -->|"writes"| node_coefs
node_analyst -->|"runs analysis"| node_ecm_notebook
node_phase2 -->|"provides REER fair value"| node_ecm_notebook
node_phase3 -->|"provides FEER fair value"| node_ecm_notebook
node_ecm_notebook -->|"constructs"| node_ecm_base
node_ecm_notebook -->|"estimates predictability"| node_results

click node_data_models "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/05_data_and_models.ipynb"
click node_master_live "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/master_v2.csv"
click node_master_lagged "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/master_v2_lagged.csv"
click node_reer "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/05_data_and_models.ipynb"
click node_feer "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/05_data_and_models.ipynb"
click node_beer_regime "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/05_data_and_models.ipynb"
click node_phase2 "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/phase2_equilibrium_v2.csv"
click node_phase3 "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/phase3_feer_v2.csv"
click node_phase4 "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/phase4_beer_v2.csv"
click node_coefs "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/beer_coefs_v2.json"
click node_ecm_notebook "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/06_unified_ecm.ipynb"
click node_ecm_base "https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/ecm_base.csv"

classDef toneNeutral fill:#f8fafc,stroke:#334155,stroke-width:1.5px,color:#0f172a
classDef toneBlue fill:#dbeafe,stroke:#2563eb,stroke-width:1.5px,color:#172554
classDef toneAmber fill:#fef3c7,stroke:#d97706,stroke-width:1.5px,color:#78350f
classDef toneMint fill:#dcfce7,stroke:#16a34a,stroke-width:1.5px,color:#14532d
classDef toneRose fill:#ffe4e6,stroke:#e11d48,stroke-width:1.5px,color:#881337
classDef toneIndigo fill:#e0e7ff,stroke:#4f46e5,stroke-width:1.5px,color:#312e81
classDef toneTeal fill:#ccfbf1,stroke:#0f766e,stroke-width:1.5px,color:#134e4a
class node_data_models,node_master_live,node_master_lagged toneBlue
class node_reer,node_feer,node_beer_regime,node_phase2,node_phase3,node_phase4,node_coefs,node_fred,node_rbi,node_worldbank,node_mospi toneAmber
class node_ecm_notebook,node_ecm_base,node_results toneMint
class node_analyst toneIndigo
```

## Components

### Data construction

- [Data and models](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/05_data_and_models.ipynb): `05_data_and_models.ipynb`
- [Live master](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/master_v2.csv): `data/master_v2.csv`
- [Lagged master](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/master_v2_lagged.csv): `data/master_v2_lagged.csv`

### Valuation models

- [REER anchor](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/05_data_and_models.ipynb): `05_data_and_models.ipynb`
- [FEER engine](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/05_data_and_models.ipynb): `05_data_and_models.ipynb`
- [BEER and regimes](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/05_data_and_models.ipynb): `05_data_and_models.ipynb`
- [Equilibrium data](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/phase2_equilibrium_v2.csv): `data/phase2_equilibrium_v2.csv`
- [FEER data](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/phase3_feer_v2.csv): `data/phase3_feer_v2.csv`
- [BEER data](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/phase4_beer_v2.csv): `data/phase4_beer_v2.csv`
- [BEER coefficients](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/beer_coefs_v2.json): `data/beer_coefs_v2.json`

### ECM analysis

- [Unified ECM](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/06_unified_ecm.ipynb): `06_unified_ecm.ipynb`
- [ECM base data](https://github.com/georgeqanfin-stack/inr-fair-value/blob/main/data/ecm_base.csv): `data/ecm_base.csv`
- **Misalignment and signals**

### Other components

- **Researcher**
- **FRED**
- **RBI DBIE**
- **World Bank**
- **MOSPI**

## Connections

- Researcher → Data and models: runs analysis
- FRED → Data and models: supplies series
- RBI DBIE → Data and models: supplies series
- World Bank → Data and models: supplies series
- MOSPI → Data and models: supplies CPI
- Data and models → Live master: constructs
- Data and models → Lagged master: constructs with lags
- Lagged master → REER anchor: estimation inputs
- Lagged master → FEER engine: estimation inputs
- Lagged master → BEER and regimes: estimation inputs
- REER anchor → Equilibrium data: writes
- FEER engine → FEER data: writes
- BEER and regimes → BEER data: writes
- BEER and regimes → BEER coefficients: writes
- Researcher → Unified ECM: runs analysis
- Equilibrium data → Unified ECM: provides REER fair value
- FEER data → Unified ECM: provides FEER fair value
- Unified ECM → ECM base data: constructs
- Unified ECM → Misalignment and signals: estimates predictability