TradingAgents/tradingagents/portfolio
ahmet guzererler 9ccb22d073
feat: implement cash management sweep and auto-liquidation (#129)
- Added `CashSweep` node to `PortfolioGraphSetup` to automatically sweep idle cash above 5% threshold into SGOV ETF
- Updated `TradeExecutor` to support auto-liquidating SGOV holdings to fund new equity purchases when cash is insufficient
- Added `cash_sweep` tracking field to `PortfolioManagerState`

Co-authored-by: google-labs-jules[bot] <161369871+google-labs-jules[bot]@users.noreply.github.com>
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
2026-03-27 11:34:33 +01:00
..
migrations Add stop_loss and take_profit fields to Trade entries in database, API, and UI 2026-03-23 21:12:01 +00:00
__init__.py Merge branch 'main' into copilot/refactor-agent-workflows-and-risk-metrics 2026-03-21 02:30:18 +01:00
candidate_prioritizer.py feat: Add macro scanner feedback loop and lessons memory (#124) 2026-03-26 23:44:44 +01:00
config.py feat: make reports root directory configurable via env var 2026-03-24 00:15:04 +01:00
dual_report_store.py chore: remove unused imports across runtime modules (#136) 2026-03-27 11:30:53 +01:00
exceptions.py feat: portfolio manager data foundation — docs, SQL migration, and module scaffolding 2026-03-20 10:40:48 +00:00
lesson_store.py feat: Add macro scanner feedback loop and lessons memory (#124) 2026-03-26 23:44:44 +01:00
memory_loader.py feat: Add macro scanner feedback loop and lessons memory (#124) 2026-03-26 23:44:44 +01:00
models.py Add stop_loss and take_profit fields to Trade entries in database, API, and UI 2026-03-23 21:12:01 +00:00
mongo_report_store.py feat: introduce flow_id with timestamp-based report versioning 2026-03-26 14:13:50 +01:00
portfolio_states.py feat: implement cash management sweep and auto-liquidation (#129) 2026-03-27 11:34:33 +01:00
report_store.py feat: load flow_id in FE to resume runs and fix max_tickers cap (#113) 2026-03-26 07:10:42 +01:00
repository.py Merge branch 'main' into feature/portfolio-resumability-and-cleanup 2026-03-24 03:32:09 +01:00
risk_evaluator.py Bolt: Replace `statistics` with pure math operations in `risk_evaluator.py` (#133) 2026-03-27 11:33:48 +01:00
risk_metrics.py perf(risk_metrics): optimize _percentile using heapq 2026-03-21 20:05:29 +00:00
selection_reflector.py chore: remove unused imports across runtime modules (#136) 2026-03-27 11:30:53 +01:00
store_factory.py feat: load flow_id in FE to resume runs and fix max_tickers cap (#113) 2026-03-26 07:10:42 +01:00
supabase_client.py fix(supabase_client): enhance cursor method to reconnect on dropped connection 2026-03-25 01:03:10 +01:00
trade_executor.py feat: implement cash management sweep and auto-liquidation (#129) 2026-03-27 11:34:33 +01:00