Commit Graph

10 Commits

Author SHA1 Message Date
0x7d0 07d0bcccb9 feat: Add comprehensive portfolio analysis system
Add multi-stock portfolio analysis capabilities:
- Parallel analysis of multiple positions using existing trading agents
- Portfolio-level metrics: correlation, beta, volatility, Sharpe ratio, diversification
- Risk assessment: concentration risk, sector exposure, correlation analysis
- Rebalancing recommendations based on AI analysis
- Comprehensive PDF reports with visualizations:
  * Allocation pie chart
  * Correlation heatmap
  * Sector distribution
  * Position performance charts
- Interactive CLI for portfolio input
- Programmatic API for custom integration
- Full backward compatibility with single-stock analysis

New modules:
- tradingagents/portfolio/: Core portfolio models, metrics, and graph
- cli/portfolio_cli.py: Interactive portfolio analysis interface
- cli/portfolio_pdf_generator.py: Portfolio-specific PDF generation
- PORTFOLIO_ANALYSIS.md: Comprehensive documentation

New command: python -m cli.main analyze-portfolio

Dependencies added: seaborn for correlation heatmaps

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-10 11:58:31 +02:00
0x7d0 1f6256d346 feat: Add PDF report generation with charts for trading analysis
- Add comprehensive PDF report generation with all analysis stages
- Include market data visualizations: price chart, volume chart, and technical indicators (RSI/MACD)
- Fix text parsing issues with proper HTML/markdown escaping
- Add reportlab and matplotlib dependencies for PDF and chart generation
- PDF reports saved automatically after analysis completion in results directory

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-09 18:46:37 +02:00
luohy15 a6734d71bc WIP 2025-09-26 16:17:50 +08:00
Huijae Lee ee3d499894
Merge branch 'TauricResearch:main' into save_results 2025-06-25 08:43:19 +09:00
Edward Sun 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
Edward Sun da84ef43aa main works, cli bugs 2025-06-15 22:20:59 -07:00
ZeroAct 417b09712c refactor 2025-06-12 13:53:28 +09:00
ZeroAct 9647359246 save reports & logs under results_dir 2025-06-12 11:25:07 +09:00
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