TradingAgents

Commit Graph

Author	SHA1	Message	Date
dtarkent2-sys	8c48c3cffd	WIP: local TradingAgents customizations through 2026-04-13 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
dtarkent2-sys	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
dtarkent2-sys	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

Author

SHA1

Message

Date

dtarkent2-sys

8c48c3cffd

WIP: local TradingAgents customizations through 2026-04-13

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

dtarkent2-sys

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

dtarkent2-sys

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

3 Commits