diff --git a/docs/agent/CURRENT_STATE.md b/docs/agent/CURRENT_STATE.md index c829e364..9d746705 100644 --- a/docs/agent/CURRENT_STATE.md +++ b/docs/agent/CURRENT_STATE.md @@ -12,7 +12,7 @@ Portfolio Manager Phases 2-5 complete. All 93 tests passing (4 integration skipp - Business logic: avg cost basis, cash accounting, trade recording, snapshots - **PR #22 merged**: Unified report paths, structured observability logging, memory system update - **feat/daily-digest-notebooklm** (shipped): Daily digest consolidation + NotebookLM source sync -- **Portfolio Manager Phases 2-5** (current branch): +- **Portfolio Manager Phases 2-6** (current branch): - `tradingagents/portfolio/risk_evaluator.py` — pure-Python risk metrics (log returns, Sharpe, Sortino, VaR, max drawdown, beta, sector concentration, constraint checking) - `tradingagents/portfolio/candidate_prioritizer.py` — conviction × thesis × diversification × held_penalty scoring - `tradingagents/portfolio/trade_executor.py` — executes BUY/SELL (SELLs first), constraint pre-flight, EOD snapshot @@ -22,10 +22,10 @@ Portfolio Manager Phases 2-5 complete. All 93 tests passing (4 integration skipp - `tradingagents/graph/portfolio_setup.py` — PortfolioGraphSetup (sequential 6-node workflow) - `tradingagents/graph/portfolio_graph.py` — PortfolioGraph (mirrors ScannerGraph pattern) - 48 new tests (28 risk_evaluator + 10 candidate_prioritizer + 10 trade_executor) + - `cli/main.py` CLI integration end-to-end wiring via `portfolio`, `check-portfolio`, and `auto` commands # In Progress -- Portfolio Manager Phase 6: CLI integration / end-to-end wiring (next) - Refinement of macro scan synthesis prompts (ongoing) # Active Blockers