36 lines
2.4 KiB
Markdown
36 lines
2.4 KiB
Markdown
# Current Milestone
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Portfolio Manager feature fully implemented (Phases 1–10). All 588 tests passing (14 skipped).
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# Recent Progress
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- **PR #32 merged**: Portfolio Manager data foundation — models, SQL schema, module scaffolding
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- `tradingagents/portfolio/` — full module: models, config, exceptions, supabase_client (psycopg2), report_store, repository
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- `migrations/001_initial_schema.sql` — 4 tables (portfolios, holdings, trades, snapshots) with constraints, indexes, triggers
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- `tests/portfolio/` — 51 tests: 20 model, 15 report_store, 12 repository unit, 4 integration
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- Uses `psycopg2` direct PostgreSQL via Supabase pooler (`aws-1-eu-west-1.pooler.supabase.com:6543`)
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- Business logic: avg cost basis, cash accounting, trade recording, snapshots
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- **PR #22 merged**: Unified report paths, structured observability logging, memory system update
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- **feat/daily-digest-notebooklm** (shipped): Daily digest consolidation + NotebookLM source sync
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- **Portfolio Manager Phases 2-5** (implemented):
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- `tradingagents/portfolio/risk_evaluator.py` — pure-Python risk metrics (log returns, Sharpe, Sortino, VaR, max drawdown, beta, sector concentration, constraint checking)
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- `tradingagents/portfolio/candidate_prioritizer.py` — conviction × thesis × diversification × held_penalty scoring
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- `tradingagents/portfolio/trade_executor.py` — executes BUY/SELL (SELLs first), constraint pre-flight, EOD snapshot
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- `tradingagents/agents/portfolio/holding_reviewer.py` — LLM holding review agent (run_tool_loop pattern)
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- `tradingagents/agents/portfolio/pm_decision_agent.py` — pure-reasoning PM decision agent (no tools)
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- `tradingagents/portfolio/portfolio_states.py` — PortfolioManagerState (MessagesState + reducers)
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- `tradingagents/graph/portfolio_setup.py` — PortfolioGraphSetup (sequential 6-node workflow)
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- `tradingagents/graph/portfolio_graph.py` — PortfolioGraph (mirrors ScannerGraph pattern)
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- 48 new tests (28 risk_evaluator + 10 candidate_prioritizer + 10 trade_executor)
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- **Portfolio CLI integration**: `portfolio`, `check-portfolio`, `auto` commands in `cli/main.py`
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- **Documentation updated**: Flow diagram in `docs/portfolio/00_overview.md` aligned with actual 6-node sequential implementation; token estimation per model added; CLI & test commands added to README.md
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# In Progress
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- Refinement of macro scan synthesis prompts (ongoing)
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- End-to-end integration testing with live LLM + Supabase
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# Active Blockers
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- None currently
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