dtarkent2-sys
5e8c81e738
fix: 6 audit issues — missing await, regime range, pct_out scaling, ticker validation, dead code, flag merge
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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
dtarkent2-sys
ee80a42971
feat: add regime awareness, smart-money tracking, theme substitution & position replacement
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- 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
dtarkent2-sys
7ad9e1d1ce
feat: rebuild as structured Pydantic equity ranking engine
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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
dtarkent2-sys
3cd0c19b35
Parallelize research & risk debate stages for ~25% faster analysis
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Run Bull+Bear researchers concurrently and all 3 risk analysts
(Aggressive/Conservative/Neutral) concurrently instead of sequentially.
With max_debate_rounds=1, there's no back-and-forth so parallel execution
is safe. Sequential mode is completely unchanged.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 14:45:59 +00:00
dtarkent2-sys
223879bc04
feat: parallelize analyst agents for ~3x speedup
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Run all 4 analysts (Market, Social, News, Fundamentals) concurrently
using asyncio.gather instead of sequentially. Each analyst gets its own
isolated message state and tool-calling loop. Cuts analyst phase from
~8-9 min to ~2-3 min (total analysis from ~11 min to ~4-5 min).
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 11:13:16 +00:00
Yijia Xiao
50961b2477
refactor: rename risky/safe agents to aggressive/conservative
2026-02-03 22:27:20 +00:00
luohy15
a6734d71bc
WIP
2025-09-26 16:17:50 +08:00
Yijia-Xiao
cc97cb6d5d
chore(release): v0.1.0 – initial public release of TradingAgents
2025-06-05 04:27:57 -07:00