7c8d523680
Round 1: import upstream additions (TauricResearch/TradingAgents)
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Pure file additions from upstream — zero conflict, zero risk to local
customizations. Cherry-picked individually rather than via merge.
New files:
- tradingagents/llm_clients/model_catalog.py — centralized model registry
- tradingagents/agents/managers/portfolio_manager.py — new PM (paired with
upstream's risk_manager.py removal, deferred to a later round)
- tradingagents/__init__.py — package init
- tests/test_google_api_key.py
- tests/test_model_validation.py
- tests/test_ticker_symbol_handling.py
- .env.enterprise.example — reference template
Skipped (deferred to later rounds):
- Round 2: bug-fix cherry-picks (yfinance retry, look-ahead bias fix,
PM-reads-trader fix, indicator normalization, etc.)
- Round 3: feat:add DeepSeek/Qwen/GLM provider support (b0f6058a913416
2026-04-13 22:20:16 -04:00
8c48c3cffd
WIP: local TradingAgents customizations through 2026-04-13
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Bulk commit of accumulated local changes on the dtarkent2-sys fork.
Spans agents, dataflows, llm_clients, graph orchestration, CLI, and
docs. Primary work areas:
- llm_clients/ — multi-LLM client layer (anthropic, google, openai,
factory, base, validators) for swappable provider support
- dataflows/alpaca_data.py — Alpaca integration alongside existing
alpha_vantage and y_finance flows
- agents/structured/ — portfolio, scoring, and tier1/2/3 layers
- agents/analysts, researchers, risk_mgmt — local prompt and logic
customizations
- graph/ — orchestration tweaks (parallel_analysts, propagation,
reflection, signal_processing, trading_graph)
- alembic scaffolding inherited from prior commit
- chainlit web UI design notes in docs/plans/
This is a single WIP snapshot to preserve work before any upstream
merge. History can be cleaned up with interactive rebase later.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-13 22:01:00 -04:00
1d3f5e9c86
fix: 10 reliability and observability fixes for trading pipeline
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invoke_structured() catches ValidationError with safe defaults, ticker validation
(empty/length), 60s per-LLM-call timeout, event buffer capped at 5000, recursion
limit 50→25, tier 2 low-confidence DataFlags, tier 3 upstream confidence checks,
heartbeat JSON every 15s, data source attribution in all prompts, structured logging
replaces print()
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-10 21:08:01 +00:00
84f7894768
feat: switch stock data to Alpaca Markets API with yfinance fallback
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Alpaca provides 10k calls/min free with 7yr history via IEX feed.
Hybrid approach: Alpaca for price bars, snapshots, sector ETF perf,
and moving averages; yfinance for fundamentals (PE, margins, 13F).
- Add alpaca_data.py: bars, snapshots, MAs, sector ETF perf, news
- Update get_macro_indicators: sector ETF performance via Alpaca
- Update get_sector_rotation: compute relative strength vs SPY
- Update entry timing node: Alpaca MAs from actual bar data
- Add alpaca-py to requirements.txt
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-09 22:23:58 +00:00
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
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
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
24c90bdd5d
Fix crash when LLM requests unsupported indicator (e.g. vwap)
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Return error message to LLM instead of crashing the pipeline.
Also list supported indicators in the tool docstring.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-05 17:51:20 +00:00
b06936f420
fix: improve data vendor implementations and tool signatures
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- 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
50961b2477
refactor: rename risky/safe agents to aggressive/conservative
2026-02-03 22:27:20 +00:00
d4dadb82fc
feat: add multi-provider LLM support with thinking configurations
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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
86bc0e793f
minor fix
2025-09-27 00:04:59 +08:00
8b04ec307f
minor fix
2025-09-26 23:25:33 +08:00
0ab323c2c6
Add Alpha Vantage API integration as primary data provider
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- 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
f704828f89
Fix: Prevent infinite loops, enable reflection, and improve logging
2025-07-03 17:43:40 +05:00
43aa9c5d09
Local Ollama ( #53 )
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- 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
26c5ba5a78
Revert "Docker support and Ollama support ( #47 )" ( #57 )
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This reverts commit 78ea029a0b
2025-06-26 00:07:58 -04:00
78ea029a0b
Docker support and Ollama support ( #47 )
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- Added support for running CLI and Ollama server via Docker
- Introduced tests for local embeddings model and standalone Docker setup
- Enabled conditional Ollama server launch via LLM_PROVIDER
2025-06-25 23:57:05 -04:00
b575bd0941
Merge pull request #52 from TauricResearch/dev
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Merge dev into main. Add support for Anthropic and OpenRouter.
2025-06-23 20:38:14 -04:00
52284ce13c
fixed anthropic support. Anthropic has different format of response when it has tool calls. Explicit handling added
2025-06-21 12:51:34 -07:00
c2f897fc67
Merge pull request #43 from AtharvSabde/patch-1
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fundamentals_analyst.py (spelling mistake in instruction: Makrdown -> Markdown)
2025-06-19 15:05:08 -04:00
2af7ef3d79
fundamentals_analyst.py(spelling mistake.markdown)
2025-06-19 21:48:16 +05:30
7eaf4d995f
update clear msg bc anthropic needs at least 1 msg in chat call
2025-06-15 23:14:47 -07:00
da84ef43aa
main works, cli bugs
2025-06-15 22:20:59 -07:00
99789f9cd1
Add support for other backends, such as OpenRouter and olama
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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
dtarkent2-sys
Yijia Xiao
luohy15
mirza-samad-ahmed-baig
Max Wong
Yijia Xiao
Geeta Chauhan
Edward Sun
Atharv Sabde
maxer137