- Changed default model to 'sonar' (verified working)
- Updated VALID_MODELS list with current API models
- Added Perplexity API key to .env
- Created test scripts to verify connectivity
- API is now working and can analyze stocks in real-time
PERPLEXITY FINANCE INTEGRATION:
- Complete connector for real-time financial analysis
- Stock analysis with fundamental, technical, and valuation modes
- Natural language stock screening
- Market sentiment analysis
- Earnings analysis and insider trading monitoring
- Congressional trades integration
- Peer comparison and similarity analysis
AI RESEARCH AGENT:
- LangChain-powered conversational interface
- Natural language investment queries
- Multi-tool orchestration for comprehensive research
- Portfolio gap analysis
- Risk-reward assessment
- Automated opportunity discovery
- Caching and performance optimization
RESEARCH CLI:
- Interactive command-line interface
- Rich formatting with tables and panels
- Stock screening with filters
- Investment opportunity finder
- Query history tracking
- Real-time market analysis
SCHEDULER INTEGRATION:
- AI research analysis every 2 hours
- Weekly opportunity scanning
- Automatic alerts for high-confidence signals
- Portfolio position analysis with Perplexity
- Market insights generation
EXAMPLE USAGE:
- research_demo.py showcases all capabilities
- Natural language queries like "Find undervalued tech stocks"
- Screening with specific criteria
- Portfolio optimization suggestions
This enables asking questions like:
- "What undervalued companies should I invest in?"
- "Is NVDA overvalued at current prices?"
- "What are Congress members buying?"
- "Find dividend stocks yielding over 4%"
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
REDIS CACHING:
- Connection pooling with max 50 connections
- Namespace-based cache keys (market, ai, signal, etc)
- TTL management per data type
- Batch operations and pattern deletion
- Distributed locking support
- LRU eviction policy
SECURITY VALIDATION:
- SQL injection prevention
- XSS prevention with HTML entity encoding
- SSRF prevention in webhooks
- Rate limiting with time windows
- HMAC-SHA256 request signing
- API key validation and secure generation
- Pydantic validation for all inputs
DOCKER CONTAINERIZATION:
- Multi-stage Dockerfile for optimization
- Complete production stack with docker-compose
- Services: PostgreSQL/TimescaleDB, Redis, Prometheus, Grafana
- Development environment with hot reload
- Health checks and resource limits
- Non-root user execution for security
- Persistent volumes and backups
System is now production-ready with institutional-grade infrastructure.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
CRITICAL INFRASTRUCTURE:
- Database persistence layer with PostgreSQL/TimescaleDB
- Full order lifecycle tracking with audit trail
- Performance metrics and trade history
RESILIENT IBKR CONNECTOR:
- Auto-reconnection with exponential backoff
- Circuit breaker pattern for fault tolerance
- Connection health monitoring with heartbeat
- WebSocket support for real-time data
- Bracket order support (entry + stop + target)
ORDER MANAGEMENT SYSTEM:
- State machine for order lifecycle (pending→filled→closed)
- Idempotency to prevent duplicate orders
- Order validation with market checks
- Partial fill handling
- Comprehensive error handling
RISK MANAGEMENT ENGINE:
- Enforces position size limits (max 20%)
- Daily loss circuit breaker (5% limit)
- Concentration risk monitoring
- Pattern day trader rule compliance
- Correlation and volatility checks
- Portfolio health scoring
- Kelly Criterion position sizing
- Automatic stop-loss enforcement
This transforms the system from prototype to institutional-grade
with 99.9% target uptime and bank-level security practices.
- Implement IBKR connector for live portfolio monitoring
- Add multi-source data aggregator (congressional trades, news, insider trading)
- Create AI-powered signal processor with TradingAgents integration
- Build multi-channel alert system (Discord, Telegram, Email)
- Set up automated scheduler for 24/7 monitoring
- Add comprehensive configuration and safety controls
- Include portfolio analysis tools for IBKR positions
This system monitors markets continuously, tracks congressional trades,
and provides actionable trading signals with specific entry/exit prices.
Zygmunt Dyras