* 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> |
||
|---|---|---|
| .. | ||
| __init__.py | ||
| langgraph_engine.py | ||
| mock_engine.py | ||