- Add 01-01-SUMMARY.md with execution results
- Update STATE.md with plan progress (1/2), decisions, metrics
- Update ROADMAP.md with phase 01 plan progress
- Mark DATA-01 through DATA-05 requirements complete
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Add OptionsContract dataclass with 21 fields (Greeks, IV, market data)
- Add OptionsChain dataclass with to_dataframe() and filter_by_dte() methods
- Add get_options_expirations() with DTE filtering and Pitfall 5 normalization
- Add get_options_chain() returning string for LLM tool consumption
- Add get_options_chain_structured() returning OptionsChain for programmatic use
- Add session cache with clear_options_cache() and Pitfall 2 normalization
- Always request greeks=true per D-05
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Add effort parameter (high/medium/low) for Claude 4.5+ and 4.6 models,
consistent with OpenAI reasoning_effort and Google thinking_level.
Also add content normalization for Anthropic responses.
- Point requirements.txt to pyproject.toml as single source of truth
- Resolve welcome.txt path relative to module for CLI portability
- Include cli/static files in package build
- Extract shared normalize_content for OpenAI Responses API and
Gemini 3 list-format responses into base_client.py
- Update README install and CLI usage instructions
Enable use_responses_api for native OpenAI provider, which supports
reasoning_effort with function tools across all model families.
Removes the UnifiedChatOpenAI subclass workaround.
Closes#403
- Add http_client and http_async_client parameters to all LLM clients
- OpenAIClient, GoogleClient, AnthropicClient now support custom httpx clients
- Fixes SSL certificate verification errors on Windows Conda environments
- Users can now pass custom httpx.Client with verify=False or custom certs
Fixes#369
- OpenAI: add GPT-5.4, GPT-5.4 Pro; remove o-series and legacy GPT-4o
- Anthropic: add Claude Opus 4.6, Sonnet 4.6; remove legacy 4.1/4.0/3.x
- Google: add Gemini 3.1 Pro, 3.1 Flash Lite; remove deprecated
gemini-3-pro-preview and Gemini 2.0 series
- xAI: clean up model list to match current API
- Simplify UnifiedChatOpenAI GPT-5 temperature handling
- Add missing tradingagents/__init__.py (fixes pip install building)
Add _clean_dataframe() to normalize stock DataFrames before stockstats:
coerce invalid dates/prices, drop rows missing Close, fill price gaps.
Also add on_bad_lines="skip" to all cached CSV reads.
LLMs (especially smaller models) sometimes pass multiple indicator
names as a single comma-separated string instead of making separate
tool calls. Split and process each individually at the tool boundary.
InvestDebateState was missing bull_history, bear_history, judge_decision.
RiskDebateState was missing aggressive_history, conservative_history,
neutral_history, latest_speaker, judge_decision. This caused KeyError
in _log_state() and reflection, especially with edge-case config values.
Prevents UnicodeEncodeError on Windows where the default encoding
(cp1252/gbk) cannot handle Unicode characters in LLM output.
Closes#77, closes#114, closes#126, closes#215, closes#332
- Add save prompt after analysis with organized subfolder structure
- Fix report truncation by using sequential panels instead of Columns
- Add optional full report display prompt
Filipe Salvio
Yijia-Xiao
Yijia Xiao
CadeYu
阳虎
makk9
Ljx-007
RinZ27