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feat: Add comprehensive portfolio analysis system
Add multi-stock portfolio analysis capabilities:
- Parallel analysis of multiple positions using existing trading agents
- Portfolio-level metrics: correlation, beta, volatility, Sharpe ratio, diversification
- Risk assessment: concentration risk, sector exposure, correlation analysis
- Rebalancing recommendations based on AI analysis
- Comprehensive PDF reports with visualizations:
* Allocation pie chart
* Correlation heatmap
* Sector distribution
* Position performance charts
- Interactive CLI for portfolio input
- Programmatic API for custom integration
- Full backward compatibility with single-stock analysis
New modules:
- tradingagents/portfolio/: Core portfolio models, metrics, and graph
- cli/portfolio_cli.py: Interactive portfolio analysis interface
- cli/portfolio_pdf_generator.py: Portfolio-specific PDF generation
- PORTFOLIO_ANALYSIS.md: Comprehensive documentation
New command: python -m cli.main analyze-portfolio
Dependencies added: seaborn for correlation heatmaps
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
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2025-10-10 11:58:31 +02:00 |