TradingAgents/agent_os
Copilot fdf54ae279
feat: include portfolio holdings in auto mode pipeline analysis (#104)
* Initial plan

* feat: include portfolio holdings in auto mode pipeline analysis

In run_auto (both AgentOS and CLI), Phase 2 now loads current portfolio
holdings and merges their tickers with scan candidates before running
the per-ticker pipeline. This ensures the portfolio manager has fresh
analysis for both new opportunities and existing positions.

Key changes:
- macro_bridge.py: add candidates_from_holdings() factory
- langgraph_engine.py run_auto: merge holding tickers with scan tickers
- cli/main.py auto: load holdings, create StockCandidates, pass to run_pipeline
- cli/main.py run_pipeline: accept optional holdings_candidates parameter
- 9 new unit tests covering holdings inclusion, dedup, and graceful fallback

Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
Agent-Logs-Url: https://github.com/aguzererler/TradingAgents/sessions/53065a07-d9f8-47be-9956-0eb4ee8c87da

* fix: normalize ticker case in dedup and clarify count display

Address code review feedback:
- Use .upper() for case-insensitive ticker comparison in run_pipeline
- Display accurate filtered scan count instead of raw candidate count

Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
Agent-Logs-Url: https://github.com/aguzererler/TradingAgents/sessions/53065a07-d9f8-47be-9956-0eb4ee8c87da

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
2026-03-24 18:35:53 +01:00
..
backend feat: include portfolio holdings in auto mode pipeline analysis (#104) 2026-03-24 18:35:53 +01:00
frontend feat(scanner): Finviz smart money scanner + Golden Overlap strategy 2026-03-24 16:03:17 +01:00
DESIGN.md docs: finalize AgentOS documentation 2026-03-22 22:54:20 +01:00
README.md docs: finalize AgentOS documentation 2026-03-22 22:54:20 +01:00
__init__.py fix: add missing __init__.py files to agent_os package tree 2026-03-23 07:16:38 +00:00

README.md

AgentOS: Visual Observability & Command Center

AgentOS is a real-time observability and command center for the TradingAgents framework. It provides a visual interface to monitor multi-agent workflows, analyze portfolio risk metrics, and trigger automated trading pipelines.

System Architecture

  • Backend: FastAPI (Python)
    • Orchestrates LangGraph executions.
    • Streams real-time events via WebSockets.
    • Serves portfolio data from Supabase.
    • Port: 8088 (default)
  • Frontend: React (TypeScript) + Vite
    • Visualizes agent workflows using React Flow.
    • Displays high-fidelity risk metrics (Sharpe, Regime, Drawdown).
    • Provides a live terminal for deep tracing.
    • Port: 5173 (default)

Getting Started

1. Prerequisites

  • Python 3.10+
  • Node.js 18+
  • uv (recommended for Python environment management)

2. Backend Setup

# From the project root
export PYTHONPATH=$PYTHONPATH:.
uv run python agent_os/backend/main.py

The backend will start on http://127.0.0.1:8088.

3. Frontend Setup

cd agent_os/frontend
npm install
npm run dev

The frontend will start on http://localhost:5173.

Key Features

  • Literal Graph Visualization: Real-time DAG rendering of agent interactions.
  • Top 3 Metrics: High-level summary of Sharpe Ratio, Market Regime, and Risk/Drawdown.
  • Live Terminal: Color-coded logs with token usage and latency metrics.
  • Run Controls: Trigger Market Scans, Analysis Pipelines, and Portfolio Rebalancing directly from the UI.

Port Configuration

AgentOS uses port 8088 for the backend to avoid conflicts with common macOS services. The frontend is configured to communicate with 127.0.0.1:8088.