Implemented `tests/portfolio/test_config.py` to test the `validate_config` function in `tradingagents/portfolio/config.py`.
Key improvements:
- Added `test_validate_config_max_positions_invalid` to verify `max_positions` boundary conditions (0, -1).
- Added happy path test `test_validate_config_valid`.
- Added tests for `max_position_pct`, `max_sector_pct`, `min_cash_pct`, and `default_budget` validation.
- Verified that tests correctly catch bugs by temporarily disabling validation logic.
These tests ensure the portfolio manager configuration is robustly validated before use.
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
- tradingagents/portfolio/risk_metrics.py: pure-Python computation of
Sharpe, Sortino, VaR, max drawdown, beta, sector concentration from
PortfolioSnapshot NAV history — no LLM, no external dependencies
- tradingagents/portfolio/__init__.py: export compute_risk_metrics
- tradingagents/agents/utils/portfolio_tools.py: 4 LangChain tools
wrapping Holding.enrich, Portfolio.enrich, ReportStore APIs, and
compute_risk_metrics so agents can access portfolio data without
reimplementing computations
- tests/portfolio/test_risk_metrics.py: 48 tests for risk metrics
- tests/unit/test_portfolio_tools.py: 19 tests for portfolio tools
- tests/portfolio/test_repository.py: fix pre-existing import error
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
Replace supabase-py stubs with working psycopg2 implementation using
Supabase pooler connection string. Implement full business logic in
repository (avg cost basis, cash accounting, trade recording, snapshots).
Add 12 unit tests + 4 integration tests (51 total portfolio tests pass).
Fix cash_pct bug in models.py, update docs for psycopg2 + pooler pattern.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
ahmet guzererler
google-labs-jules[bot]
copilot-swe-agent[bot]