- Portfolio Manager: 8% max per stock, 25% risky limit, position sizing
- Exit Strategy: Profit targets, stop losses, time limits, trailing stops
- Trade Validator: Pre-flight checks and order validation
- Paper Trading: Webull integration for automated trading
- Main Bot Orchestrator: Complete trading workflow
- Demo Script: 5 runnable demonstrations (no auth needed)
- Comprehensive Documentation: 4 guides + quickstart
Guardrails implemented:
✓ Max 8% per stock
✓ Max 25% in risky trades
✓ Max 10 positions
✓ +5% profit target
✓ -2% stop loss
✓ 5 day time limit
✓ 2% trailing stop
✓ Signal deterioration exits
Ready for paper trading on Webull
- 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>
- 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>
- 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
gnarayan1
Edward Sun
luohy15
mirza-samad-ahmed-baig
Yijia Xiao
Max Wong
Geeta Chauhan
Huijae Lee
Atharv Sabde
Edward Sun
saksham0161
maxer137
Yijia-Xiao