TradingAgents/docs
ahmet guzererler 4c14080d73
feat(scanner): Finviz smart money scanner + Golden Overlap strategy
## Summary
- Adds `smart_money_scanner` as a new Phase 1b node that runs sequentially after `sector_scanner`, surfacing institutional footprints via Finviz screeners
- Introduces the **Golden Overlap** strategy in `macro_synthesis`: stocks confirmed by both top-down macro themes and bottom-up Finviz signals are labelled high-conviction
- Fixes model-name badge overflow in AgentGraph (long model IDs like OpenRouter paths were visually spilling into adjacent nodes)
- Completes all documentation: ADR-014, dataflow, architecture, components, glossary, current-state

## Key Decisions (see ADR-014)
- 3 zero-parameter tools (`get_insider_buying_stocks`, `get_unusual_volume_stocks`, `get_breakout_accumulation_stocks`) instead of 1 parameterised tool — prevents LLM hallucinations on string args
- Sequential after `sector_scanner` (not parallel fan-out) — gives access to `sector_performance_report` context and avoids `MAX_TOOL_ROUNDS=5` truncation in market_movers_scanner
- Graceful fallback: `_run_finviz_screen()` catches all exceptions and returns an error string — pipeline never hard-fails on web-scraper failure
- `breakout_accumulation` (52-wk high + 2x vol = O'Neil CAN SLIM institutional signal) replaces `oversold_bounces` (RSI<30 = retail contrarian, not smart money)

## Test Plan
- [x] 6 new mocked tests in `tests/unit/test_scanner_mocked.py` (happy path, empty DF, exception, sort order)
- [x] Fixed `tests/unit/test_scanner_graph.py` — added `smart_money_scanner` mock to compilation test
- [x] 2 pre-existing test failures excluded (verified baseline before changes)
- [x] AgentGraph badge: visually verified truncation with long OpenRouter model identifiers

🤖 Generated with [Claude Code](https://claude.com/claude-code)
2026-03-24 16:03:17 +01:00
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agent feat(scanner): Finviz smart money scanner + Golden Overlap strategy 2026-03-24 16:03:17 +01:00
portfolio Add stop_loss and take_profit fields to Trade entries in database, API, and UI 2026-03-23 21:12:01 +00:00
FINANCIAL_TOOLS_ANALYSIS.md Add financial tools analysis doc and fix YoY revenue growth bug in TTM analysis 2026-03-21 16:57:21 +00:00
agent_dataflow.md feat(scanner): Finviz smart money scanner + Golden Overlap strategy 2026-03-24 16:03:17 +01:00
finnhub_evaluation.md feat: Finnhub integration layer, 141 tests, and vendor evaluation report (#16) 2026-03-18 11:28:43 +01:00
testing.md fix(tests): complete PR #26 — enforce socket isolation in unit tier and add test suite reference doc (#30) 2026-03-19 17:41:25 +01:00
upstream_pr_review.md docs: add upstream PR review with evaluations and recommendations (2026-03-23) 2026-03-23 11:53:53 +00:00