5e8c81e738
fix: 6 audit issues — missing await, regime range, pct_out scaling, ticker validation, dead code, flag merge
...
1. app.py: await _update_in_progress (coroutine was silently dropped)
2. models.py + tier1.py: regime_score_adjustment range ±2→±10 (was negligible on 0-100 scale)
3. y_finance.py: pct_out * 100 (was fraction, displayed as percent)
4. app.py: ticker validation accepts dots/hyphens (BRK.B, BF-B)
5. portfolio.py: wire _fetch_peer_basics into theme substitution (was dead code)
6. setup.py: accumulate global_flags across parallel agents (dict.update was dropping them)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:56:38 +00:00
ee80a42971
feat: add regime awareness, smart-money tracking, theme substitution & position replacement
...
- MacroRegimeOutput: risk_appetite, liquidity_regime, regime_score_adjustment (-2 to +2)
- InstitutionalFlowOutput: 13F holders, insider transactions, short interest trend, smart_money_signal
- Scoring node applies regime adjustment to master score
- Theme Substitution Engine: identifies best expression of theme, ranks peers, flags overlap
- Position Replacement Agent: compares candidate to theme alternatives, flags replacements
- Pipeline: Scoring → Portfolio Analysis → Debate → Decision
- Final decision narrative includes theme context and replacement flags
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:46:03 +00:00
7ad9e1d1ce
feat: rebuild as structured Pydantic equity ranking engine
...
Replace generic LLM debate system with a tiered, macro-aware equity
ranking pipeline where every agent returns Pydantic structured output
and scoring is deterministic Python — no prose drives downstream decisions.
Architecture: Validation → Tier 1 (Macro+Liquidity parallel) →
Tier 2 (8 agents parallel) → Scoring (Archetype+MasterScore) →
Tier 3 (Bull/Bear debate + Risk + FinalDecision) → END
Master Score: 25% business_quality + 20% macro + 15% institutional_flow
+ 10% valuation + 10% entry_timing + 10% earnings_revisions + 5% backlog
+ 5% crowding. Hard veto gates, confidence penalties, position role
assignment all computed deterministically.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 21:30:46 +00:00
102b026d23
refactor: clean up codebase and streamline documentation
...
- Remove debug prints from vendor routing (interface.py)
- Simplify vendor fallback to only handle rate limits
- Reorder CLI provider menu: OpenAI, Google, Anthropic, xAI, OpenRouter, Ollama
- Remove dead files: local.py, reddit_utils.py, openai.py, google.py, googlenews_utils.py, yfin_utils.py
2026-02-03 22:27:20 +00:00
b06936f420
fix: improve data vendor implementations and tool signatures
...
- Add get_global_news for Alpha Vantage
- Fix get_insider_transactions signature (remove unused curr_date param)
- Remove unnecessary default params from API calls (sort, limit, tab)
2026-02-03 22:27:20 +00:00
3d040f8da4
feat: add yfinance support to accommodate community request for stability and quota
2026-02-03 22:27:20 +00:00
d4dadb82fc
feat: add multi-provider LLM support with thinking configurations
...
Models added:
- OpenAI: GPT-5.2, GPT-5.1, GPT-5, GPT-5 Mini, GPT-5 Nano, GPT-4.1
- Anthropic: Claude Opus 4.5/4.1, Claude Sonnet 4.5/4, Claude Haiku 4.5
- Google: Gemini 3 Pro/Flash, Gemini 2.5 Flash/Flash Lite
- xAI: Grok 4, Grok 4.1 Fast (Reasoning/Non-Reasoning)
Configs updated:
- Add unified thinking_level for Gemini (maps to thinking_level for Gemini 3,
thinking_budget for Gemini 2.5; handles Pro's lack of "minimal" support)
- Add OpenAI reasoning_effort configuration
- Add NormalizedChatGoogleGenerativeAI for consistent response handling
Fixes:
- Fix Bull/Bear researcher display truncation
- Replace ChromaDB with BM25 for memory retrieval
2026-02-03 22:27:20 +00:00
7bb2941b07
optimized yfin fetching to be much faster
2025-10-06 19:58:01 -07:00
c07dcf026b
added fallbacks for tools
2025-10-03 22:40:09 -07:00
d23fb539e9
minor fix
2025-09-30 13:27:48 +08:00
b01051b9f4
Switch default data vendor
...
🤖 Generated with [Claude Code](https://claude.com/claude-code )
Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-30 12:43:27 +08:00
6211b1132a
Improve Alpha Vantage indicator column parsing with robust mapping
...
- Replace hardcoded column indices with column name lookup
- Add mapping for all supported indicators to their expected CSV column names
- Handle missing columns gracefully with descriptive error messages
- Strip whitespace from header parsing for reliability
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-26 23:36:36 +08:00
8b04ec307f
minor fix
2025-09-26 23:25:33 +08:00
0ab323c2c6
Add Alpha Vantage API integration as primary data provider
...
- Replace FinnHub with Alpha Vantage API in README documentation
- Implement comprehensive Alpha Vantage modules:
- Stock data (daily OHLCV with date filtering)
- Technical indicators (SMA, EMA, MACD, RSI, Bollinger Bands, ATR)
- Fundamental data (overview, balance sheet, cashflow, income statement)
- News and sentiment data with insider transactions
- Update news analyst tools to use ticker-based news search
- Integrate Alpha Vantage vendor methods into interface routing
- Maintain backward compatibility with existing vendor system
🤖 Generated with [Claude Code](https://claude.ai/code )
Co-Authored-By: Claude <noreply@anthropic.com>
2025-09-26 22:57:50 +08:00
a6734d71bc
WIP
2025-09-26 16:17:50 +08:00
43aa9c5d09
Local Ollama ( #53 )
...
- Fix typo 'Start' 'End'
- Add llama3.1 selection
- Use 'quick_think_llm' model instead of hard-coding GPT
2025-06-26 00:27:01 -04:00
da84ef43aa
main works, cli bugs
2025-06-15 22:20:59 -07:00
90b23e72f5
Merge pull request #25 from maxer137/main
...
Add support for other backends, such as OpenRouter and Ollama
2025-06-15 16:06:20 -07:00
570644d939
Fix ticker hardcoding in prompt ( #28 )
2025-06-11 19:43:39 -07:00
99789f9cd1
Add support for other backends, such as OpenRouter and olama
...
This aims to offer alternative OpenAI capable api's.
This offers people to experiment with running the application locally
2025-06-11 14:19:25 +02:00
cc97cb6d5d
chore(release): v0.1.0 – initial public release of TradingAgents
2025-06-05 04:27:57 -07:00
dtarkent2-sys
Yijia Xiao
Edward Sun
luohy15
Max Wong
Edward Sun
saksham0161
maxer137