""" Centillion Investment Partners - TradingAgents Configuration Tailored for a long-only SMID cap fund focused on US and European stocks. Two modes: 1. Virtual portfolio tracking (paper trading to test alpha generation) 2. Buy/sell recommendation engine for active portfolio + watchlist """ import os from tradingagents.default_config import DEFAULT_CONFIG # --------------------------------------------------------------------------- # Base config — inherit defaults and override for Centillion's needs # --------------------------------------------------------------------------- CENTILLION_CONFIG = DEFAULT_CONFIG.copy() # LLM provider — change to "anthropic" or "google" if you prefer CENTILLION_CONFIG["llm_provider"] = "anthropic" CENTILLION_CONFIG["deep_think_llm"] = "claude-sonnet-4-20250514" CENTILLION_CONFIG["quick_think_llm"] = "claude-sonnet-4-20250514" # More thorough analysis: 2 rounds of debate for better signal quality CENTILLION_CONFIG["max_debate_rounds"] = 2 CENTILLION_CONFIG["max_risk_discuss_rounds"] = 2 # Data vendors — yfinance is free and covers US + European equities CENTILLION_CONFIG["data_vendors"] = { "core_stock_apis": "yfinance", "technical_indicators": "yfinance", "fundamental_data": "yfinance", "news_data": "yfinance", } # --------------------------------------------------------------------------- # Portfolio & Watchlist # --------------------------------------------------------------------------- # US SMID cap holdings/watchlist — add your actual tickers here US_PORTFOLIO = [ # Example SMID cap US names — replace with your actual holdings "CVLT", # Commvault Systems "CSWI", # CSW Industrials "EXPO", # Exponent "LOPE", # Grand Canyon Education "NOVT", # Novanta "PCVX", # Vaxcyte "STEP", # StepStone Group "TNET", # TriNet Group "ACIW", # ACI Worldwide "CADE", # Cadence Bank ] US_WATCHLIST = [ # Stocks you're considering but don't own yet "CORT", # Corcept Therapeutics "ELF", # e.l.f. Beauty "DUOL", # Duolingo "GWRE", # Guidewire Software "KNSL", # Kingsdale Advisors ] # European SMID cap — use Yahoo Finance tickers (exchange suffix) # .L = London, .AS = Amsterdam, .DE = Frankfurt, .PA = Paris, .ST = Stockholm EU_PORTFOLIO = [ # Example European SMID names — replace with your actual holdings "DARK.L", # Darktrace (London) "IMCD.AS", # IMCD (Amsterdam) "RHM.DE", # Rheinmetall (Frankfurt) "DSY.PA", # Dassault Systèmes (Paris) "ALFA.ST", # Alfa Laval (Stockholm) ] EU_WATCHLIST = [ "ASM.AS", # ASM International "BESI.AS", # BE Semiconductor "MONY.L", # Moneysupermarket ] # --------------------------------------------------------------------------- # Combined universe # --------------------------------------------------------------------------- ALL_PORTFOLIO = US_PORTFOLIO + EU_PORTFOLIO ALL_WATCHLIST = US_WATCHLIST + EU_WATCHLIST ALL_TICKERS = ALL_PORTFOLIO + ALL_WATCHLIST # --------------------------------------------------------------------------- # Benchmarks for performance tracking # --------------------------------------------------------------------------- BENCHMARKS = { "us": "^RUT", # Russell 2000 "eu": "^STOXX", # STOXX Europe 600 "combined": "ACWI", # MSCI ACWI (broad global) }