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TradingAgents
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TradingAgents/docs/agent/CURRENT_STATE.md

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Current Milestone

Portfolio Manager Phase 1 (data foundation) complete and merged. All 4 Supabase tables live, 51 tests passing (including integration tests against live DB).

Recent Progress

  • PR #32 merged: Portfolio Manager data foundation — models, SQL schema, module scaffolding
    • tradingagents/portfolio/ — full module: models, config, exceptions, supabase_client (psycopg2), report_store, repository
    • migrations/001_initial_schema.sql — 4 tables (portfolios, holdings, trades, snapshots) with constraints, indexes, triggers
    • tests/portfolio/ — 51 tests: 20 model, 15 report_store, 12 repository unit, 4 integration
    • Uses psycopg2 direct PostgreSQL via Supabase pooler (aws-1-eu-west-1.pooler.supabase.com:6543)
    • Business logic: avg cost basis, cash accounting, trade recording, snapshots
  • PR #22 merged: Unified report paths, structured observability logging, memory system update
  • feat/daily-digest-notebooklm (shipped): Daily digest consolidation + NotebookLM source sync

In Progress

  • Portfolio Manager Phase 2: Holding Reviewer Agent (next)
  • Refinement of macro scan synthesis prompts (ongoing)

Active Blockers

  • None currently