TradingAgents/tradingagents
Andrew Kaszubski 6642047eaa feat(portfolio): add Portfolio State for holdings and mark-to-market - Issue #29 (68 tests)
Implements comprehensive portfolio state management:
- Holding dataclass with long/short support and P&L calculations
- CashBalance for multi-currency cash management
- PortfolioState class with:
  - Real-time mark-to-market valuation
  - Multi-currency support with exchange rate conversion
  - Thread-safe state updates
  - Position tracking with average cost calculation
  - Portfolio snapshots for historical tracking
- PriceProvider and ExchangeRateProvider protocols
- Serialization/deserialization support

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 21:37:17 +11:00
..
agents feat(memory): add memory integration for agent prompts - Fixes #21 2025-12-26 20:40:21 +11:00
api feat(db): add Trade model with CGT tracking and Australian FY support (#6) - TradeSide/TradeStatus/TradeOrderType enums, 50% discount for >12mo holdings, multi-currency FX, 87 tests 2025-12-26 14:46:06 +11:00
dataflows feat(dataflows): add data caching layer with rate limit awareness - Fixes #12 2025-12-26 16:51:48 +11:00
execution feat(execution): add Risk Controls for pre-trade validation - Issue #28 (45 tests) 2025-12-26 21:29:14 +11:00
graph feat(graph): integrate new analysts into workflow - Fixes #17 2025-12-26 20:11:28 +11:00
memory feat(memory): add memory integration for agent prompts - Fixes #21 2025-12-26 20:40:21 +11:00
portfolio feat(portfolio): add Portfolio State for holdings and mark-to-market - Issue #29 (68 tests) 2025-12-26 21:37:17 +11:00
spektiv feat(portfolio): add Portfolio State for holdings and mark-to-market - Issue #29 (68 tests) 2025-12-26 21:37:17 +11:00
utils feat(tests): add UAT and evaluation tests for agent outputs - Fixes #53 2025-12-26 11:38:37 +11:00
default_config.py feat(llm): add DeepSeek provider and HuggingFace embedding fallback (Issue #41) 2025-12-26 11:07:48 +11:00