Commit Graph

24 Commits

Author SHA1 Message Date
copilot-swe-agent[bot] 15e87c7688 fix: move rate limiter sleep outside lock to avoid blocking threads
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
2026-03-17 14:27:08 +00:00
copilot-swe-agent[bot] 2193ff3fa1 fix: allow .env variables to override DEFAULT_CONFIG values
Merged origin/main and resolved all 8 conflicting files:
- CLAUDE.md: merged MISTAKES.md ref + Project Tracking section + env override docs
- cli/main.py: kept top-level json import, kept try/except in run_pipeline
- tool_runner.py: kept descriptive comments for MAX_TOOL_ROUNDS
- alpha_vantage_common.py: kept thread-safe rate limiter, robust error handling
- interface.py: kept broader exception catch (AlphaVantageError + ConnectionError + TimeoutError)
- default_config.py: kept _env()/_env_int() env var overrides with load_dotenv() at module level
- scanner_graph.py: kept debug mode fix (stream for debug, invoke for result)
- macro_bridge.py: kept get_running_loop() over deprecated get_event_loop()

Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
2026-03-17 14:25:10 +00:00
Ahmet Guzererler 61668fed6b feat: Complete 3-phase LLM scanner pipeline with inline tool execution
The scanner pipeline now runs end-to-end: Phase 1 (geopolitical, market
movers, sector scanners in parallel via Ollama), Phase 2 (industry deep
dive), Phase 3 (macro synthesis via OpenRouter/DeepSeek R1).

Key changes:
- Add tool_runner.py with run_tool_loop() for inline tool execution in
  scanner agents (scanner graph has no ToolNode, unlike trading graph)
- Fix vendor fallback: catch AlphaVantageError base class, raise on
  total failure instead of embedding errors in return values
- Rewrite yfinance sector perf to use SPDR ETF proxies (Sector.overview
  has no performance data)
- Fix Ollama remote host support in openai_client.py
- Add LangGraph state reducers for parallel fan-out writes
- Add --date CLI flag for non-interactive scanner invocation
- Fix .env loading to find keys from both CWD and project root
- Add hybrid LLM config (per-tier provider/backend_url)
- Add project tracking: DECISIONS.md, PROGRESS.md, MISTAKES.md
- Add 9 new test files covering exceptions, fallback, and routing

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-17 08:41:40 +01:00
copilot-swe-agent[bot] 44d13b6924 Implement all review feedback for Global Macro Scanner: fix exception handling, index fetching efficiency, conditional logic, CLI DRY, error prefixes, remove artifacts
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
2026-03-15 10:43:26 +00:00
Ahmet Guzererler 7c95188bf0 Add comprehensive end-to-end tests and market analysis results for March 15, 2026
- Created new files for industry performance, market indices, market movers, sector performance, and topic news.
- Implemented end-to-end tests for scanner functionality, ensuring all tools return expected data formats and can save results to files.
- Added integration tests to verify scanner tools work seamlessly with the CLI scan command.
- Enhanced test coverage for individual scanner tools, validating output structure and content.

## Summary
The changes refactor the scanner tool invocation to use LangChain's StructuredTool `.invoke()` method consistently across the codebase. This includes updating the CLI scan command, rewriting tests to use the new invocation pattern, and correcting yfinance screener key mappings. The changes also add comprehensive end-to-end test suites for scanner functionality.

## Issues Found
| Severity | File:Line | Issue |
|----------|-----------|-------|
| WARNING | cli/main.py:1193-1218 | Inconsistent error handling - some tools check for "Error" prefix while others check for "No data" prefix, but the actual error messages from yfinance_scanner.py use different formats |
| WARNING | tradingagents/dataflows/yfinance_scanner.py:34 | The condition `if not data or 'quotes' not in data:` may not catch all error cases - yfinance screener can return empty data structures that evaluate to False but don't contain 'quotes' key |
| SUGGESTION | tests/test_scanner_tools.py:38-46 | Test could be more robust by checking for actual data content rather than just headers |
| SUGGESTION | cli/main.py:1193-1218 | Consider extracting the scanner tool invocation pattern into a helper function to reduce duplication |

## Detailed Findings

### File: cli/main.py:1193-1218
- **Confidence:** 85%
- **Problem:** The error handling checks for different prefixes ("Error" vs "No data") but the actual functions in yfinance_scanner.py return error messages with different formats (e.g., "Error fetching market movers for..."). This inconsistency could lead to improper error handling where error results are still saved to files.
- **Suggestion:** Standardize error checking by creating a helper function that checks if a result indicates an error, or modify the yfinance_scanner functions to return consistent error prefixes.

### File: tradingagents/dataflows/yfinance_scanner.py:34
- **Confidence:** 80%
- **Problem:** The condition `if not data or 'quotes' not in data:` assumes that if data exists, it will contain a 'quotes' key. However, yfinance screener might return data in different formats or empty objects that don't contain this key, leading to potential KeyError exceptions.
- **Suggestion:** Add more robust checking: `if not data or not isinstance(data, dict) or 'quotes' not in data:` to prevent attribute errors.

### File: tests/test_scanner_tools.py:38-46
- **Confidence:** 75%
- **Problem:** The test for market movers only checks that the result contains the expected header but doesn't verify that actual financial data is present in the table rows.
- **Suggestion:** Enhance the test to verify that data rows are present (e.g., check for table rows with actual data, not just headers).

### File: cli/main.py:1193-1218
- **Confidence:** 70%
- **Problem:** The scanner tool invocation pattern is repeated 5 times with only minor variations in arguments, violating the DRY principle.
- **Suggestion:** Extract this pattern into a helper function like `invoke_scanner_tool(tool, args, filename)` to reduce code duplication and improve maintainability.

## Recommendation
**APPROVE WITH SUGGESTIONS**

The changes are fundamentally sound and improve code consistency by standardizing on the StructuredTool `.invoke()` interface. The added test coverage is excellent. Addressing the minor issues noted above would further improve robustness and maintainability.
2026-03-15 11:34:54 +01:00
Ahmet Guzererler 6242af3b99 feat: Add Global Macro Scanner feature
- Added market-wide analysis capabilities (movers, indices, sectors, industries, topic news)
- Implemented yfinance and Alpha Vantage data fetching modules
- Added LangChain tools for scanner functions
- Created scanner state definitions and graph components
- Integrated scan command into CLI
- Added configuration for scanner_data vendor routing
- Included test files for scanner components

This implements a new feature for global macro scanning to identify market-wide trends and opportunities.
2026-03-14 22:22:13 +01:00
Yijia Xiao 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
Yijia Xiao 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
Yijia Xiao 3d040f8da4
feat: add yfinance support to accommodate community request for stability and quota 2026-02-03 22:27:20 +00:00
Yijia Xiao 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
Edward Sun 7bb2941b07 optimized yfin fetching to be much faster 2025-10-06 19:58:01 -07:00
Edward Sun c07dcf026b added fallbacks for tools 2025-10-03 22:40:09 -07:00
luohy15 d23fb539e9 minor fix 2025-09-30 13:27:48 +08:00
luohy15 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
luohy15 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
luohy15 8b04ec307f minor fix 2025-09-26 23:25:33 +08:00
luohy15 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
luohy15 a6734d71bc WIP 2025-09-26 16:17:50 +08:00
Max Wong 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
Edward Sun da84ef43aa main works, cli bugs 2025-06-15 22:20:59 -07:00
Edward Sun 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
saksham0161 570644d939
Fix ticker hardcoding in prompt (#28) 2025-06-11 19:43:39 -07:00
maxer137 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
Yijia-Xiao cc97cb6d5d chore(release): v0.1.0 – initial public release of TradingAgents 2025-06-05 04:27:57 -07:00