TradingAgents/tradingagents/portfolio
Ahmet Guzererler 57f1d561f9 feat: Add portfolio resumability, extend report saving, and gitignore uv.lock
- Extend run_portfolio to save Holding Reviews, Risk Metrics, PM Decision,
  and Execution Result from final state
- Add run_trade_execution method for resuming trade execution from a saved
  PM decision without re-running the full portfolio graph
- Update run_auto skip logic to check for execution result (not just decision)
  and resume from saved decision when available
- Gitignore uv.lock and untrack it from version control

Co-Authored-By: Oz <oz-agent@warp.dev>
2026-03-23 23:44:34 +01:00
..
migrations feat: implement Portfolio models, ReportStore, and tests; fix SQL constraint 2026-03-20 11:16:39 +00:00
__init__.py Merge branch 'main' into copilot/refactor-agent-workflows-and-risk-metrics 2026-03-21 02:30:18 +01:00
candidate_prioritizer.py Implement Portfolio Manager Phases 2-5: risk evaluation, candidate prioritization, holding reviewer agent, PM decision agent, trade executor, and portfolio graph orchestration 2026-03-20 14:44:22 +00:00
config.py refactor: centralize env loading in default_config.py; fix .env.example 2026-03-21 22:33:06 +00:00
exceptions.py feat: portfolio manager data foundation — docs, SQL migration, and module scaffolding 2026-03-20 10:40:48 +00:00
models.py perf: lazy load json parsing in PortfolioSnapshot 2026-03-21 08:32:52 +00:00
portfolio_states.py feat: Portfolio Manager Phases 2-5 — risk evaluation, candidate prioritization, LLM agents, trade executor 2026-03-20 14:38:48 +00:00
report_store.py feat: Add portfolio resumability, extend report saving, and gitignore uv.lock 2026-03-23 23:44:34 +01:00
repository.py feat: Add portfolio resumability, extend report saving, and gitignore uv.lock 2026-03-23 23:44:34 +01:00
risk_evaluator.py Implement Portfolio Manager Phases 2-5: risk evaluation, candidate prioritization, holding reviewer agent, PM decision agent, trade executor, and portfolio graph orchestration 2026-03-20 14:44:22 +00:00
risk_metrics.py perf(risk_metrics): optimize _percentile using heapq 2026-03-21 20:05:29 +00:00
supabase_client.py perf(portfolio): batch database writes during bulk SELL executions 2026-03-21 20:06:45 +00:00
trade_executor.py perf(portfolio): batch database writes during bulk SELL executions 2026-03-21 20:06:45 +00:00