TradingAgents/tradingagents/portfolio
Ahmet Guzererler 860968835c feat: add Reset Decision button to clear portfolio stage and re-run
- ReportStore.clear_portfolio_stage(date, portfolio_id): deletes pm_decision
  (.json + .md) and execution_result files for a given date/portfolio
- DELETE /api/run/portfolio-stage endpoint: calls clear_portfolio_stage
  and returns list of deleted files
- Dashboard: 'Reset Decision' button calls the endpoint, then user can
  run Auto to re-run Phase 3 from scratch while skipping Phase 1 & 2

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-24 00:34:53 +01:00
..
migrations feat: implement Portfolio models, ReportStore, and tests; fix SQL constraint 2026-03-20 11:16:39 +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 Implement Portfolio Manager Phases 2-5: risk evaluation, candidate prioritization, holding reviewer agent, PM decision agent, trade executor, and portfolio graph orchestration 2026-03-20 14:44:22 +00:00
config.py feat: make reports root directory configurable via env var 2026-03-24 00:15:04 +01:00
exceptions.py feat: portfolio manager data foundation — docs, SQL migration, and module scaffolding 2026-03-20 10:40:48 +00:00
models.py perf: lazy load json parsing in PortfolioSnapshot 2026-03-21 08:32:52 +00:00
portfolio_states.py feat: Portfolio Manager Phases 2-5 — risk evaluation, candidate prioritization, LLM agents, trade executor 2026-03-20 14:38:48 +00:00
report_store.py feat: add Reset Decision button to clear portfolio stage and re-run 2026-03-24 00:34:53 +01:00
repository.py feat: Add portfolio resumability, extend report saving, and gitignore uv.lock 2026-03-23 23:44:34 +01:00
risk_evaluator.py Implement Portfolio Manager Phases 2-5: risk evaluation, candidate prioritization, holding reviewer agent, PM decision agent, trade executor, and portfolio graph orchestration 2026-03-20 14:44:22 +00:00
risk_metrics.py perf(risk_metrics): optimize _percentile using heapq 2026-03-21 20:05:29 +00:00
supabase_client.py perf(portfolio): batch database writes during bulk SELL executions 2026-03-21 20:06:45 +00:00
trade_executor.py perf(portfolio): batch database writes during bulk SELL executions 2026-03-21 20:06:45 +00:00