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current state update

This commit is contained in:
Ahmet Guzererler 2026-03-21 09:19:21 +01:00
parent 1d589c0621
commit c8e48d54f4
1 changed files with 2 additions and 2 deletions
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@ -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 - Business logic: avg cost basis, cash accounting, trade recording, snapshots
- **PR #22 merged**: Unified report paths, structured observability logging, memory system update - **PR #22 merged**: Unified report paths, structured observability logging, memory system update
- **feat/daily-digest-notebooklm** (shipped): Daily digest consolidation + NotebookLM source sync - **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/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/candidate_prioritizer.py` — conviction × thesis × diversification × held_penalty scoring
- `tradingagents/portfolio/trade_executor.py` — executes BUY/SELL (SELLs first), constraint pre-flight, EOD snapshot - `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_setup.py` — PortfolioGraphSetup (sequential 6-node workflow)
- `tradingagents/graph/portfolio_graph.py` — PortfolioGraph (mirrors ScannerGraph pattern) - `tradingagents/graph/portfolio_graph.py` — PortfolioGraph (mirrors ScannerGraph pattern)
- 48 new tests (28 risk_evaluator + 10 candidate_prioritizer + 10 trade_executor) - 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 # In Progress
- Portfolio Manager Phase 6: CLI integration / end-to-end wiring (next)
- Refinement of macro scan synthesis prompts (ongoing) - Refinement of macro scan synthesis prompts (ongoing)
# Active Blockers # Active Blockers