TradingAgents/tradingagents
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
..
agents feat(scanner): Finviz smart money scanner + Golden Overlap strategy 2026-03-24 16:03:17 +01:00
dataflows merge: sync with upstream TauricResearch/TradingAgents v0.2.2 2026-03-23 12:17:25 +00:00
graph feat(scanner): Finviz smart money scanner + Golden Overlap strategy 2026-03-24 16:03:17 +01:00
llm_clients merge: sync with upstream TauricResearch/TradingAgents v0.2.2 2026-03-23 12:17:25 +00:00
pipeline fix: address review feedback on PR #85 dataflows hardening 2026-03-22 06:02:39 +00:00
portfolio Merge branch 'main' into feature/portfolio-resumability-and-cleanup 2026-03-24 03:32:09 +01:00
__init__.py fix: set process-level UTF-8 default for cross-platform consistency 2026-03-22 23:42:37 +00:00
api_usage.py Address code review: add debug logging for unknown method resolution 2026-03-21 17:27:38 +00:00
daily_digest.py feat: daily digest consolidation and Google NotebookLM sync (#23) 2026-03-19 12:21:03 +01:00
default_config.py merge: sync with upstream TauricResearch/TradingAgents v0.2.2 2026-03-23 12:17:25 +00:00
notebook_sync.py merge: resolve conflicts with origin/main (PR #85 merged) 2026-03-22 06:52:39 +00:00
observability.py Add API consumption estimation module and CLI command 2026-03-21 17:25:26 +00:00
report_paths.py feat: make reports root directory configurable via env var 2026-03-24 00:15:04 +01:00