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TradingAgents
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TradingAgents/docs/agent/CURRENT_STATE.md

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Current Milestone

Portfolio Manager feature fully implemented (Phases 1–10). All 588 tests passing (14 skipped).

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
  • Portfolio Manager Phases 2-5 (implemented):
    • tradingagents/portfolio/risk_evaluator.py — pure-Python risk metrics (log returns, Sharpe, Sortino, VaR, max drawdown, beta, sector concentration, constraint checking)
    • tradingagents/portfolio/candidate_prioritizer.py — conviction × thesis × diversification × held_penalty scoring
    • tradingagents/portfolio/trade_executor.py — executes BUY/SELL (SELLs first), constraint pre-flight, EOD snapshot
    • tradingagents/agents/portfolio/holding_reviewer.py — LLM holding review agent (run_tool_loop pattern)
    • tradingagents/agents/portfolio/pm_decision_agent.py — pure-reasoning PM decision agent (no tools)
    • tradingagents/portfolio/portfolio_states.py — PortfolioManagerState (MessagesState + reducers)
    • tradingagents/graph/portfolio_setup.py — PortfolioGraphSetup (sequential 6-node workflow)
    • tradingagents/graph/portfolio_graph.py — PortfolioGraph (mirrors ScannerGraph pattern)
    • 48 new tests (28 risk_evaluator + 10 candidate_prioritizer + 10 trade_executor)
  • Portfolio CLI integration: portfolio, check-portfolio, auto commands in cli/main.py
  • Documentation updated: Flow diagram in docs/portfolio/00_overview.md aligned with actual 6-node sequential implementation; token estimation per model added; CLI & test commands added to README.md

In Progress

  • Refinement of macro scan synthesis prompts (ongoing)
  • End-to-end integration testing with live LLM + Supabase

Active Blockers

  • None currently