Commit Graph

11 Commits

Author SHA1 Message Date
Ahmet Guzererler db8ffe8803 Merge branch 'main' into claude/evaluate-trading-strategies-VDdph 2026-03-17 21:55:14 +01:00
Claude 2c53fe184b
feat: medium-term positioning upgrade (debate rounds, TTM, peer comparison, macro regime)
## Changes

### Step 1: Agentic Debate Depth
- Increase `max_debate_rounds` and `max_risk_discuss_rounds` from 1 → 2 in `default_config.py`
- Fix bug in `trading_graph.py`: wire config values into `ConditionalLogic()` (was ignoring config, using hardcoded defaults)

### Step 2: 8-Quarter TTM Fundamental Analysis
- New `tradingagents/dataflows/ttm_analysis.py`: parses quarterly income/balance/cashflow CSV strings, computes TTM (sum of last 4 quarters), QoQ/YoY growth rates, margin trends across 8 quarters
- New `@tool get_ttm_analysis` in `fundamental_data_tools.py`
- Wire into fundamentals ToolNode; register in `TOOLS_CATEGORIES`
- Update fundamentals analyst prompt: "last 8 quarters (2 years)" focus

### Step 3: Sector & Peer Relative Performance
- New `tradingagents/dataflows/peer_comparison.py`: sector peer lookup, 1W/1M/3M/6M/YTD return ranking, alpha vs sector ETF
- New `@tool get_peer_comparison` and `@tool get_sector_relative`
- Wire into fundamentals ToolNode

### Step 4: Macro Regime Flag
- New `tradingagents/dataflows/macro_regime.py`: 6-signal classifier (VIX level/trend, credit spread HYG/LQD, yield curve TLT/SHY, market breadth SPX vs 200-SMA, sector rotation) → risk-on / transition / risk-off
- New `@tool get_macro_regime`; add `macro_regime_report` field to AgentState
- Wire into market ToolNode; feed into research_manager and risk_manager prompts

### Step 5: Tests (88 new unit tests, 0 integration)
- `tests/test_debate_rounds.py` (17 tests)
- `tests/test_ttm_analysis.py` (18 tests)
- `tests/test_peer_comparison.py` (11 tests)
- `tests/test_macro_regime.py` (16 tests)
- `tests/test_config_wiring.py` (12 tests)

All 88 new unit tests pass; no regressions in existing tests.

https://claude.ai/code/session_01TuPpssTo83whKkNgSu57HH
2026-03-17 19:55:43 +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
Yijia Xiao 5fec171a1e
chore: add build-system config and update version to 0.2.0 2026-02-07 08:26:51 +00:00
Yijia Xiao 50c82a25b5
chore: consolidate dependencies to pyproject.toml, remove setup.py 2026-02-07 08:18:46 +00:00
RinZ27 66a02b3193
security: patch LangGrinch vulnerability in langchain-core 2026-02-05 11:01:53 +07:00
Yijia Xiao b4b133eb2d
fix: add typer dependency 2026-02-04 00:39:15 +00:00
Yijia Xiao 6cd35179fa
chore: clean up dependencies and fix Ollama auth
- Remove unused packages: praw, feedparser, eodhd, akshare, tushare, finnhub
- Fix Ollama requiring API key
2026-02-03 23:08:12 +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 a5dcc7da45 update readme 2025-10-06 20:33:12 -07:00
Edward Sun da84ef43aa main works, cli bugs 2025-06-15 22:20:59 -07:00