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Senior Analysis Integration Implementation Plan

For agentic workers: REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (- [ ]) syntax for tracking.

Goal: Integrate selected upstream PR capabilities, add senior underwriting roles for stocks, merge the full Polymarket module, and standardize final outputs under a chief-analyst summary layer without touching the current dirty main checkout.

Architecture: Work in isolated in-repo worktrees on a branch family. First stabilize shared stock infrastructure from upstream PRs, then add structured senior stock roles, then integrate the full Polymarket product in parallel, and finally unify outputs with a chief-analyst terminal layer. Prefer salvaging behavior over replaying upstream diffs literally.

Tech Stack: Python 3.11, LangGraph, LangChain, Typer CLI, pytest, markdown report generation, optional frontend/API surfaces from upstream PRs.

File Structure

Existing files to modify repeatedly

tradingagents/default_config.py
- Global config, routing, analyst toggles, debate settings
tradingagents/graph/setup.py
- Node wiring and graph order
tradingagents/graph/trading_graph.py
- Tool node construction, graph init, shared LLM setup
tradingagents/agents/utils/agent_states.py
- Shared graph state and new structured report fields
tradingagents/agents/utils/agent_utils.py
- Shared helper/tool imports
cli/main.py
- CLI entry flow and reporting
cli/utils.py
- LLM selection, analyst selection, mode selection

Existing files likely touched by stock-upstream salvage

tradingagents/agents/analysts/fundamentals_analyst.py
tradingagents/agents/analysts/market_analyst.py
tradingagents/agents/analysts/social_media_analyst.py
tradingagents/agents/managers/research_manager.py
tradingagents/agents/managers/portfolio_manager.py
tradingagents/graph/conditional_logic.py
README.md

New files expected from stock-upstream salvage

tradingagents/dataflows/macro_utils.py
tradingagents/agents/analysts/macro_analyst.py
tradingagents/agents/utils/macro_data_tools.py
tradingagents/agents/analysts/factor_rule_analyst.py
tradingagents/agents/utils/factor_rules.py
tradingagents/examples/factor_rules.json
tradingagents/agents/utils/social_data_tools.py
tradingagents/dataflows/ttm_analysis.py
tradingagents/dataflows/peer_comparison.py
tradingagents/dataflows/macro_regime.py

New files expected for senior stock roles

tradingagents/agents/analysts/valuation_analyst.py
tradingagents/agents/analysts/segment_analyst.py
tradingagents/agents/analysts/scenario_catalyst_analyst.py
tradingagents/agents/analysts/position_sizing_analyst.py
tradingagents/agents/utils/valuation_tools.py
tradingagents/agents/utils/segment_tools.py
tradingagents/agents/utils/scenario_tools.py
tradingagents/agents/utils/sizing_tools.py

New files expected for chief analyst

tradingagents/agents/managers/chief_analyst.py
tests/test_chief_analyst.py

New files expected from Polymarket integration

tradingagents/prediction_market/ subtree from upstream #432
POLYMARKET.md

Tests to add or expand

tests/test_llm_routing.py
tests/test_macro_analyst.py
tests/test_social_data_tools.py
tests/test_factor_rules.py
tests/test_ttm_analysis.py
tests/test_peer_comparison.py
tests/test_macro_regime.py
tests/test_stock_role_wiring.py
tests/test_valuation_analyst.py
tests/test_segment_analyst.py
tests/test_scenario_catalyst_analyst.py
tests/test_position_sizing_analyst.py
tests/test_polymarket_*

Task 1: Create branch family and clean worktree baseline

Files:

Modify: .git/info/exclude
Create: .worktrees/integration-upstream-stock/
Create later: .worktrees/integration-senior-stock-roles/
Create later: .worktrees/integration-polymarket-full/
Create later: .worktrees/integration-chief-analyst-final/
Create later: .worktrees/integration-final/
Step 1: Verify .worktrees/ is locally ignored

Run: git -C /Users/garrick/codes/TradingAgents check-ignore -v .worktrees/.ignore-check Expected: .git/info/exclude reports .worktrees/

Step 2: Verify clean baseline in first worktree

Run: cd /Users/garrick/codes/TradingAgents/.worktrees/integration-upstream-stock && /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q Expected: PASS on current baseline suite

Step 3: Add remaining worktrees as phases begin

Run:

git -C /Users/garrick/codes/TradingAgents worktree add .worktrees/integration-senior-stock-roles -b integration/senior-stock-roles integration/upstream-stock
git -C /Users/garrick/codes/TradingAgents worktree add .worktrees/integration-polymarket-full -b integration/polymarket-full origin/main
git -C /Users/garrick/codes/TradingAgents worktree add .worktrees/integration-chief-analyst-final -b integration/chief-analyst-final integration/senior-stock-roles
git -C /Users/garrick/codes/TradingAgents worktree add .worktrees/integration-final -b integration/final integration/chief-analyst-final

Expected: each worktree checks out a dedicated branch cleanly

Step 4: Commit only if setup changes beyond local exclude are needed

Run: git status --short Expected: no tracked-file modifications in repo root checkout

Task 2: Integrate role-based LLM routing from `#401`

Files:

Modify: tradingagents/default_config.py
Modify: tradingagents/graph/trading_graph.py
Modify: tradingagents/graph/setup.py
Modify: cli/utils.py
Modify: cli/main.py
Test: tests/test_llm_routing.py
Step 1: Write the failing routing test

def test_role_specific_llm_config_overrides_default():
    config = {
        "llm_routing": {
            "default": {"provider": "openai", "model": "gpt-5-mini"},
            "roles": {"portfolio_manager": {"provider": "openai", "model": "gpt-5.2"}},
        }
    }
    # build graph and assert portfolio manager resolves the override

Step 2: Run targeted test to verify it fails

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_llm_routing.py Expected: FAIL because llm_routing is not wired yet

Step 3: Implement minimal routing support

Add llm_routing config shape and role-resolution logic in trading_graph.py and setup.py, while preserving backward compatibility with llm_provider, quick_think_llm, and deep_think_llm.

Step 4: Re-run routing test

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_llm_routing.py Expected: PASS

Step 5: Commit

git add tradingagents/default_config.py tradingagents/graph/trading_graph.py tradingagents/graph/setup.py cli/utils.py cli/main.py tests/test_llm_routing.py
git commit -m "feat: add role-based llm routing"

Task 3: Salvage Macro Analyst from `#244`

Files:

Create: tradingagents/dataflows/macro_utils.py
Create: tradingagents/agents/analysts/macro_analyst.py
Create: tradingagents/agents/utils/macro_data_tools.py
Modify: tradingagents/dataflows/interface.py
Modify: tradingagents/agents/__init__.py
Modify: tradingagents/agents/utils/agent_utils.py
Modify: tradingagents/graph/setup.py
Modify: tradingagents/graph/trading_graph.py
Test: tests/test_macro_analyst.py
Step 1: Write failing tests for macro routing and graph wiring
Step 2: Run them to verify failure

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_macro_analyst.py Expected: FAIL because macro tools and node do not exist

Step 3: Add FRED-backed macro data module and analyst wiring
Step 4: Re-run macro tests

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_macro_analyst.py Expected: PASS

Step 5: Commit

git add tradingagents/dataflows/interface.py tradingagents/dataflows/macro_utils.py tradingagents/agents/analysts/macro_analyst.py tradingagents/agents/utils/macro_data_tools.py tradingagents/agents/__init__.py tradingagents/agents/utils/agent_utils.py tradingagents/graph/setup.py tradingagents/graph/trading_graph.py tests/test_macro_analyst.py
git commit -m "feat: add macro analyst"

Task 4: Salvage social sentiment tool from `#399`

Files:

Create: tradingagents/agents/utils/social_data_tools.py
Modify: tradingagents/agents/analysts/social_media_analyst.py
Modify: tradingagents/graph/trading_graph.py
Modify: tradingagents/agents/utils/agent_utils.py
Modify: README.md
Test: tests/test_social_data_tools.py
Step 1: Write failing tests for optional sentiment tool gating
Step 2: Run test to verify failure

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_social_data_tools.py Expected: FAIL because get_social_sentiment is absent

Step 3: Add optional social sentiment tool and hook it into the social analyst
Step 4: Re-run social tests

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_social_data_tools.py Expected: PASS

Step 5: Commit

git add tradingagents/agents/utils/social_data_tools.py tradingagents/agents/analysts/social_media_analyst.py tradingagents/graph/trading_graph.py tradingagents/agents/utils/agent_utils.py README.md tests/test_social_data_tools.py
git commit -m "feat: add optional social sentiment tool"

Task 5: Salvage Factor Rule Analyst from `#359`

Files:

Create: tradingagents/agents/analysts/factor_rule_analyst.py
Create: tradingagents/agents/utils/factor_rules.py
Create: tradingagents/examples/factor_rules.json
Modify: tradingagents/agents/__init__.py
Modify: tradingagents/agents/utils/agent_states.py
Modify: tradingagents/agents/researchers/bull_researcher.py
Modify: tradingagents/agents/researchers/bear_researcher.py
Modify: tradingagents/agents/managers/research_manager.py
Modify: tradingagents/agents/managers/portfolio_manager.py
Modify: tradingagents/default_config.py
Modify: tradingagents/graph/propagation.py
Modify: tradingagents/graph/setup.py
Modify: tradingagents/graph/trading_graph.py
Test: tests/test_factor_rules.py
Step 1: Write failing tests for factor rule loading and downstream state propagation
Step 2: Run factor tests to verify failure

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_factor_rules.py Expected: FAIL because factor-rule modules are absent

Step 3: Implement factor-rule analyst and downstream report plumbing
Step 4: Re-run factor tests

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_factor_rules.py Expected: PASS

Step 5: Commit

git add tradingagents/agents/analysts/factor_rule_analyst.py tradingagents/agents/utils/factor_rules.py tradingagents/examples/factor_rules.json tradingagents/agents/__init__.py tradingagents/agents/utils/agent_states.py tradingagents/agents/researchers/bull_researcher.py tradingagents/agents/researchers/bear_researcher.py tradingagents/agents/managers/research_manager.py tradingagents/agents/managers/portfolio_manager.py tradingagents/default_config.py tradingagents/graph/propagation.py tradingagents/graph/setup.py tradingagents/graph/trading_graph.py tests/test_factor_rules.py
git commit -m "feat: add optional factor rule analyst"

Task 6: Salvage medium-term positioning upgrade from `#392`

Files:

Create: tradingagents/dataflows/ttm_analysis.py
Create: tradingagents/dataflows/peer_comparison.py
Create: tradingagents/dataflows/macro_regime.py
Modify: tradingagents/agents/analysts/fundamentals_analyst.py
Modify: tradingagents/agents/analysts/market_analyst.py
Modify: tradingagents/default_config.py
Modify: tradingagents/graph/conditional_logic.py
Modify: tradingagents/graph/setup.py
Test: tests/test_ttm_analysis.py
Test: tests/test_peer_comparison.py
Test: tests/test_macro_regime.py
Test: tests/test_debate_rounds.py
Step 1: Write failing tests for TTM, peer comparison, macro regime, and configurable rounds
Step 2: Run targeted suite to verify failure

Run:

/Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_ttm_analysis.py tests/test_peer_comparison.py tests/test_macro_regime.py tests/test_debate_rounds.py

Expected: FAIL on missing modules and config

Step 3: Implement medium-term positioning modules and wiring
Step 4: Re-run targeted suite

Run:

/Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_ttm_analysis.py tests/test_peer_comparison.py tests/test_macro_regime.py tests/test_debate_rounds.py

Expected: PASS

Step 5: Commit

git add tradingagents/dataflows/ttm_analysis.py tradingagents/dataflows/peer_comparison.py tradingagents/dataflows/macro_regime.py tradingagents/agents/analysts/fundamentals_analyst.py tradingagents/agents/analysts/market_analyst.py tradingagents/default_config.py tradingagents/graph/conditional_logic.py tradingagents/graph/setup.py tests/test_ttm_analysis.py tests/test_peer_comparison.py tests/test_macro_regime.py tests/test_debate_rounds.py
git commit -m "feat: add medium-term positioning upgrade"

Task 7: Create structured senior stock report schema

Files:

Modify: tradingagents/agents/utils/agent_states.py
Modify: tradingagents/graph/propagation.py
Modify: tradingagents/agents/managers/research_manager.py
Modify: tradingagents/agents/managers/portfolio_manager.py
Test: tests/test_stock_role_wiring.py
Step 1: Write failing test for new structured fields in agent state
Step 2: Run test to verify failure

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_stock_role_wiring.py Expected: FAIL because state lacks senior-role fields

Step 3: Add machine-readable data slots for valuation, segment, scenario, sizing, and chief-analyst outputs
Step 4: Re-run state wiring test

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_stock_role_wiring.py Expected: PASS

Step 5: Commit

git add tradingagents/agents/utils/agent_states.py tradingagents/graph/propagation.py tradingagents/agents/managers/research_manager.py tradingagents/agents/managers/portfolio_manager.py tests/test_stock_role_wiring.py
git commit -m "refactor: add structured stock underwriting state"

Task 8: Add Valuation Analyst

Files:

Create: tradingagents/agents/analysts/valuation_analyst.py
Create: tradingagents/agents/utils/valuation_tools.py
Modify: tradingagents/agents/__init__.py
Modify: tradingagents/agents/utils/agent_utils.py
Modify: tradingagents/graph/setup.py
Modify: tradingagents/graph/trading_graph.py
Test: tests/test_valuation_analyst.py
Step 1: Write failing valuation-analyst test
Step 2: Run test to verify failure

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_valuation_analyst.py Expected: FAIL because valuation role is absent

Step 3: Implement valuation analyst with structured valuation_data output
Step 4: Re-run valuation test

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_valuation_analyst.py Expected: PASS

Step 5: Commit

git add tradingagents/agents/analysts/valuation_analyst.py tradingagents/agents/utils/valuation_tools.py tradingagents/agents/__init__.py tradingagents/agents/utils/agent_utils.py tradingagents/graph/setup.py tradingagents/graph/trading_graph.py tests/test_valuation_analyst.py
git commit -m "feat: add valuation analyst"

Task 9: Add Segment Analyst

Files:

Create: tradingagents/agents/analysts/segment_analyst.py
Create: tradingagents/agents/utils/segment_tools.py
Modify: tradingagents/agents/__init__.py
Modify: tradingagents/agents/utils/agent_utils.py
Modify: tradingagents/graph/setup.py
Modify: tradingagents/graph/trading_graph.py
Test: tests/test_segment_analyst.py
Step 1: Write failing segment-analyst test
Step 2: Run test to verify failure

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_segment_analyst.py Expected: FAIL because segment role is absent

Step 3: Implement segment analyst with structured segment_data output
Step 4: Re-run segment test

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_segment_analyst.py Expected: PASS

Step 5: Commit

git add tradingagents/agents/analysts/segment_analyst.py tradingagents/agents/utils/segment_tools.py tradingagents/agents/__init__.py tradingagents/agents/utils/agent_utils.py tradingagents/graph/setup.py tradingagents/graph/trading_graph.py tests/test_segment_analyst.py
git commit -m "feat: add segment analyst"

Task 10: Add Scenario & Catalyst Analyst

Files:

Create: tradingagents/agents/analysts/scenario_catalyst_analyst.py
Create: tradingagents/agents/utils/scenario_tools.py
Modify: tradingagents/agents/__init__.py
Modify: tradingagents/agents/utils/agent_utils.py
Modify: tradingagents/graph/setup.py
Modify: tradingagents/graph/trading_graph.py
Test: tests/test_scenario_catalyst_analyst.py
Step 1: Write failing scenario/catalyst test
Step 2: Run test to verify failure

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_scenario_catalyst_analyst.py Expected: FAIL because scenario role is absent

Step 3: Implement scenario/catalyst analyst with structured scenario_catalyst_data output
Step 4: Re-run scenario test

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_scenario_catalyst_analyst.py Expected: PASS

Step 5: Commit

git add tradingagents/agents/analysts/scenario_catalyst_analyst.py tradingagents/agents/utils/scenario_tools.py tradingagents/agents/__init__.py tradingagents/agents/utils/agent_utils.py tradingagents/graph/setup.py tradingagents/graph/trading_graph.py tests/test_scenario_catalyst_analyst.py
git commit -m "feat: add scenario and catalyst analyst"

Task 11: Add Position Sizing Analyst

Files:

Create: tradingagents/agents/analysts/position_sizing_analyst.py
Create: tradingagents/agents/utils/sizing_tools.py
Modify: tradingagents/agents/__init__.py
Modify: tradingagents/agents/utils/agent_utils.py
Modify: tradingagents/graph/setup.py
Modify: tradingagents/graph/trading_graph.py
Test: tests/test_position_sizing_analyst.py
Step 1: Write failing position-sizing test
Step 2: Run test to verify failure

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_position_sizing_analyst.py Expected: FAIL because sizing role is absent

Step 3: Implement position-sizing analyst with structured position_sizing_data output
Step 4: Re-run sizing test

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_position_sizing_analyst.py Expected: PASS

Step 5: Commit

git add tradingagents/agents/analysts/position_sizing_analyst.py tradingagents/agents/utils/sizing_tools.py tradingagents/agents/__init__.py tradingagents/agents/utils/agent_utils.py tradingagents/graph/setup.py tradingagents/graph/trading_graph.py tests/test_position_sizing_analyst.py
git commit -m "feat: add position sizing analyst"

Task 12: Upgrade stock synthesis to consume structured outputs

Files:

Modify: tradingagents/agents/researchers/bull_researcher.py
Modify: tradingagents/agents/researchers/bear_researcher.py
Modify: tradingagents/agents/managers/research_manager.py
Modify: tradingagents/agents/risk_mgmt/aggressive_debator.py
Modify: tradingagents/agents/risk_mgmt/conservative_debator.py
Modify: tradingagents/agents/risk_mgmt/neutral_debator.py
Modify: tradingagents/agents/managers/portfolio_manager.py
Test: tests/test_stock_role_wiring.py
Step 1: Extend failing tests to assert downstream roles consume structured fields
Step 2: Run tests to verify failure

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_stock_role_wiring.py Expected: FAIL because downstream prompts ignore structured data

Step 3: Refactor researcher, risk, and manager prompts to prioritize numeric/structured fields
Step 4: Re-run stock wiring tests

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_stock_role_wiring.py Expected: PASS

Step 5: Commit

git add tradingagents/agents/researchers/bull_researcher.py tradingagents/agents/researchers/bear_researcher.py tradingagents/agents/managers/research_manager.py tradingagents/agents/risk_mgmt/aggressive_debator.py tradingagents/agents/risk_mgmt/conservative_debator.py tradingagents/agents/risk_mgmt/neutral_debator.py tradingagents/agents/managers/portfolio_manager.py tests/test_stock_role_wiring.py
git commit -m "refactor: consume structured stock underwriting outputs"

Task 13: Integrate full Polymarket module from `#432`

Files:

Create: tradingagents/prediction_market/ subtree
Modify: cli/main.py
Modify: cli/models.py
Modify: cli/utils.py
Create: POLYMARKET.md
Test: tests/test_polymarket_cli.py
Test: tests/test_polymarket_graph.py
Step 1: In the integration/polymarket-full worktree, write failing tests for Polymarket mode and graph init
Step 2: Run tests to verify failure

Run:

cd /Users/garrick/codes/TradingAgents/.worktrees/integration-polymarket-full
/Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_polymarket_cli.py tests/test_polymarket_graph.py

Expected: FAIL because Polymarket mode is absent

Step 3: Salvage #432 as a parallel product module
Step 4: Re-run Polymarket tests

Run:

cd /Users/garrick/codes/TradingAgents/.worktrees/integration-polymarket-full
/Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_polymarket_cli.py tests/test_polymarket_graph.py

Expected: PASS

Step 5: Commit

git add tradingagents/prediction_market cli/main.py cli/models.py cli/utils.py POLYMARKET.md tests/test_polymarket_cli.py tests/test_polymarket_graph.py
git commit -m "feat: add polymarket analysis module"

Task 14: Salvage Chief Analyst from `#452`

Files:

Create: tradingagents/agents/managers/chief_analyst.py
Modify: tradingagents/agents/utils/agent_states.py
Modify: tradingagents/graph/setup.py
Modify: tradingagents/graph/trading_graph.py
Modify: cli/main.py
Possibly modify frontend/API files if adopted from upstream branch later
Test: tests/test_chief_analyst.py
Step 1: Write failing chief-analyst summary test
Step 2: Run test to verify failure

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_chief_analyst.py Expected: FAIL because chief analyst is absent

Step 3: Implement chief-analyst terminal node and structured final summary schema
Step 4: Re-run chief-analyst tests

Run: /Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_chief_analyst.py Expected: PASS

Step 5: Commit

git add tradingagents/agents/managers/chief_analyst.py tradingagents/agents/utils/agent_states.py tradingagents/graph/setup.py tradingagents/graph/trading_graph.py cli/main.py tests/test_chief_analyst.py
git commit -m "feat: add chief analyst summary layer"

Task 15: Merge validated Polymarket branch into chief-analyst branch

Files:

Modify only conflict files after branch merge
Test: stock and Polymarket smoke suites
Step 1: Merge integration/polymarket-full into integration/chief-analyst-final

Run:

cd /Users/garrick/codes/TradingAgents/.worktrees/integration-chief-analyst-final
git merge integration/polymarket-full

Expected: merge with manageable conflicts

Step 2: Resolve conflicts in shared CLI/config/reporting files
Step 3: Run mixed smoke suite

Run:

/Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q tests/test_chief_analyst.py tests/test_stock_role_wiring.py tests/test_polymarket_cli.py tests/test_polymarket_graph.py

Expected: PASS

Step 4: Commit merge-resolution changes

git add .
git commit -m "merge: reconcile polymarket with chief analyst output"

Task 16: Final stabilization and validation

Files:

Modify: any remaining conflict files
Modify: README.md
Modify: docs as needed
Step 1: Merge integration/chief-analyst-final into integration/final
Step 2: Run full available pytest suite

Run:

cd /Users/garrick/codes/TradingAgents/.worktrees/integration-final
/Users/garrick/anaconda3/envs/tradingagents/bin/python -m pytest -q

Expected: PASS

Step 3: Run compile check

Run:

cd /Users/garrick/codes/TradingAgents/.worktrees/integration-final
/Users/garrick/anaconda3/envs/tradingagents/bin/python -m compileall tradingagents tests

Expected: PASS without syntax errors

Step 4: Run CLI smoke checks

Run stock smoke:

cd /Users/garrick/codes/TradingAgents/.worktrees/integration-final
/Users/garrick/anaconda3/envs/tradingagents/bin/python -m cli.main --help

Run Polymarket smoke:

cd /Users/garrick/codes/TradingAgents/.worktrees/integration-final
/Users/garrick/anaconda3/envs/tradingagents/bin/python -m cli.main

Expected: stock and Polymarket modes are reachable without immediate crashes

Step 5: Commit final stabilization

git add .
git commit -m "feat: complete senior analysis and polymarket integration"

Task 17: Push branch family to fork

Files:

No file edits
Step 1: Push each integration branch to guanghan

Run:

git -C /Users/garrick/codes/TradingAgents/.worktrees/integration-upstream-stock push -u guanghan integration/upstream-stock
git -C /Users/garrick/codes/TradingAgents/.worktrees/integration-senior-stock-roles push -u guanghan integration/senior-stock-roles
git -C /Users/garrick/codes/TradingAgents/.worktrees/integration-polymarket-full push -u guanghan integration/polymarket-full
git -C /Users/garrick/codes/TradingAgents/.worktrees/integration-chief-analyst-final push -u guanghan integration/chief-analyst-final
git -C /Users/garrick/codes/TradingAgents/.worktrees/integration-final push -u guanghan integration/final

Expected: all branches are available on the fork

Step 2: Verify remote branch list

Run: git ls-remote --heads guanghan Expected: integration branches visible on fork

Verification Notes

Prefer targeted tests after each phase and a full suite only at the end.
If additional linters or type checkers are installed later, run them in the final branch before declaring completion.
If any upstream PR cannot be applied cleanly, salvage behavior into the current file layout rather than replaying the upstream diff mechanically.

27 KiB Raw Blame History

Senior Analysis Integration Implementation Plan

File Structure

Existing files to modify repeatedly

Existing files likely touched by stock-upstream salvage

New files expected from stock-upstream salvage

New files expected for senior stock roles

New files expected for chief analyst

New files expected from Polymarket integration

Tests to add or expand

Task 1: Create branch family and clean worktree baseline

Task 2: Integrate role-based LLM routing from #401

Task 3: Salvage Macro Analyst from #244

Task 4: Salvage social sentiment tool from #399

Task 5: Salvage Factor Rule Analyst from #359

Task 6: Salvage medium-term positioning upgrade from #392

Task 7: Create structured senior stock report schema

Task 8: Add Valuation Analyst

Task 9: Add Segment Analyst

Task 10: Add Scenario & Catalyst Analyst

Task 11: Add Position Sizing Analyst

Task 12: Upgrade stock synthesis to consume structured outputs

Task 13: Integrate full Polymarket module from #432

Task 14: Salvage Chief Analyst from #452

Task 15: Merge validated Polymarket branch into chief-analyst branch

Task 16: Final stabilization and validation

Task 17: Push branch family to fork

Verification Notes

27 KiB

Raw Blame History

Task 2: Integrate role-based LLM routing from `#401`

Task 3: Salvage Macro Analyst from `#244`

Task 4: Salvage social sentiment tool from `#399`

Task 5: Salvage Factor Rule Analyst from `#359`

Task 6: Salvage medium-term positioning upgrade from `#392`

Task 13: Integrate full Polymarket module from `#432`

Task 14: Salvage Chief Analyst from `#452`