TradingAgents/agent_os/backend
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
..
routes Fix: websocket emits "Run completed." on failed runs, masking errors in frontend (#102) 2026-03-24 18:06:48 +01:00
services feat: include portfolio holdings in auto mode pipeline analysis (#104) 2026-03-24 18:35:53 +01:00
.env.example feat: initialize AgentOS observability foundation 2026-03-22 21:54:13 +01:00
__init__.py fix: add missing __init__.py files to agent_os package tree 2026-03-23 07:16:38 +00:00
dependencies.py feat: initialize AgentOS observability foundation 2026-03-22 21:54:13 +01:00
main.py fix: migrate backend to port 8088 and use 127.0.0.1 to avoid macOS system conflicts 2026-03-22 22:51:09 +01:00
store.py feat: implement AgentOS frontend and live backend integration 2026-03-22 22:12:33 +01:00