aria-code 4.1.4__tar.gz → 4.2.0__tar.gz

{aria_code-4.1.4 → aria_code-4.2.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: aria-code
-Version: 4.1.4
+Version: 4.2.0
 Summary: AI-powered financial terminal — local LLM + multi-source market data
 License: BUSL-1.1
 Project-URL: Homepage, https://github.com/artherahq/aria-code
@@ -18,7 +18,7 @@ Classifier: Programming Language :: Python :: 3.12
 Classifier: Programming Language :: Python :: 3.13
 Classifier: Topic :: Office/Business :: Financial
 Classifier: Topic :: Scientific/Engineering :: Artificial Intelligence
-Requires-Python: >=3.10
+Requires-Python: <3.14,>=3.10
 Description-Content-Type: text/markdown
 License-File: LICENSE
 Requires-Dist: aiohttp>=3.9.0
@@ -31,11 +31,14 @@ Requires-Dist: PyJWT>=2.8.0
 Requires-Dist: aiofiles>=23.2.0
 Requires-Dist: websockets>=12.0
 Requires-Dist: apscheduler>=3.10.0
+Requires-Dist: ddgs>=9.0
 Requires-Dist: numpy>=1.26.0
 Requires-Dist: pandas>=2.2.0
 Requires-Dist: scipy>=1.13.0
 Requires-Dist: pandas_ta>=0.4.67b0; python_version >= "3.12"
 Requires-Dist: yfinance>=0.2.55
+Requires-Dist: pyobjc-framework-WebKit>=10.0; sys_platform == "darwin"
+Requires-Dist: markdown>=3.6
 Provides-Extra: cn
 Requires-Dist: akshare>=1.14.68; extra == "cn"
 Provides-Extra: crypto
@@ -51,6 +54,8 @@ Requires-Dist: python-docx>=1.1.2; extra == "files"
 Requires-Dist: openpyxl>=3.1.5; extra == "files"
 Requires-Dist: beautifulsoup4>=4.12.3; extra == "files"
 Requires-Dist: Pillow>=10.4.0; extra == "files"
+Provides-Extra: video
+Requires-Dist: opencv-python>=4.8.0; extra == "video"
 Provides-Extra: ibkr
 Requires-Dist: ib_insync>=0.9.86; extra == "ibkr"
 Provides-Extra: futu
@@ -114,6 +119,7 @@ Requires-Dist: ddgs>=9.0; extra == "all"
 Requires-Dist: playwright>=1.44.0; extra == "all"
 Requires-Dist: mss>=9.0.1; extra == "all"
 Requires-Dist: pyautogui>=0.9.54; extra == "all"
+Requires-Dist: opencv-python>=4.8.0; extra == "all"
 Requires-Dist: understat>=0.1.0; extra == "all"
 Requires-Dist: ib_insync>=0.9.86; extra == "all"
 Requires-Dist: futu-api>=9.1.5108; extra == "all"
@@ -139,6 +145,8 @@ Dynamic: license-file
 
 <p align="center">
   <a href="https://www.npmjs.com/package/@artheras/aria-code"><img src="https://img.shields.io/npm/v/@artheras/aria-code?style=for-the-badge&logo=npm&color=cb3837&label=npm" alt="npm"/></a>
+  <a href="https://pypi.org/project/aria-code/"><img src="https://img.shields.io/pypi/v/aria-code?style=for-the-badge&logo=pypi&logoColor=white&label=PyPI&color=3775A9" alt="PyPI"/></a>
+  <a href="https://github.com/artherahq/aria-code/actions/workflows/ci.yml"><img src="https://img.shields.io/github/actions/workflow/status/artherahq/aria-code/ci.yml?branch=main&style=for-the-badge&logo=githubactions&logoColor=white&label=CI" alt="CI"/></a>
   <img src="https://img.shields.io/badge/Python-3.10+-3776AB?style=for-the-badge&logo=python&logoColor=white" alt="python"/>
   <img src="https://img.shields.io/badge/Ollama-Local_LLM-black?style=for-the-badge&logo=llama&logoColor=white" alt="ollama"/>
   <img src="https://img.shields.io/badge/Providers-19+_Cloud-f59e0b?style=for-the-badge" alt="providers"/>
@@ -176,7 +184,7 @@ Aria Code is a **terminal-first AI financial agent** — think of it as Claude C
 ```
 $ aria-code
 
-  ▣ Aria Code  v4.0  local-first agent
+  ▣ Aria Code  v4.1  local-first agent
   model      qwen2.5-coder:7b  local
   workspace  ~/my-portfolio
   mode       workspace-write · network on · local-only
@@ -214,6 +222,8 @@ $ aria-code
 | **MCP tools** | 5 new quantitative MCP tools in the tool registry |
 | **83 commands** | Consolidated from ~150 — removed all LLM-replaceable commands; natural language handles the rest |
 | **LLM routing fix** | Model now knows it can call real-time data tools instead of saying "I don't have live data" |
+| **Unified agent loop** | CLI, SDK and self-host backend now run the *same* tested runtime (`runtime.run_turn`) — consistent provider routing, cloud→local fallback and tool execution on every surface |
+| **One-command install** | `pip install aria-code` (PyPI) or `npm install -g @artheras/aria-code` — verified clean on Python 3.10 / 3.11 / 3.12 |
 
 See [CHANGELOG.md](CHANGELOG.md) for the full history.
 
@@ -223,7 +233,7 @@ See [CHANGELOG.md](CHANGELOG.md) for the full history.
 |---------|-------------|
 | ⌨️ **Keyboard shortcuts** | `Shift+Tab` cycle modes · `Alt+T` thinking · `Alt+P` model picker · `Ctrl+O` transcript · `Ctrl+T` tasks |
 | `!` **Shell mode** | Type `! git status` to run shell commands, output auto-added to AI context |
-| `@` **File autocomplete** | Type `@src/` to get instant file path completion anywhere in input |
+| `@` **Typed context references** | Attach files, folders, assets, portfolios, strategies, datasets, runs, or reports without executing an action |
 | `/btw` **Side questions** | Ask quick questions without polluting conversation history |
 | 🌍 **Auto language** | UI and responses auto-detect Chinese/English from OS locale on first run |
 | 🤖 **19+ cloud providers** | Google Gemini · xAI Grok · Mistral · Cohere · Perplexity · Baidu ERNIE · ByteDance · MiniMax · StepFun · 01.AI + all originals |
@@ -295,7 +305,7 @@ mindmap
 | 🔍 **Quant research** | `/backtest` `/signal` `/kelly` `/factor` `/portfolio` `/screen` `/corr` `/ptbt` |
 | 🤖 **19+ cloud providers** | All major international + Chinese LLM APIs supported |
 | 🔌 **MCP protocol** | Connect any [Model Context Protocol](https://modelcontextprotocol.io) server |
-| ⌨️ **Rich keyboard UX** | Vim mode · `!` shell · `@` files · `Shift+Tab` modes · transcript viewer |
+| ⌨️ **Rich keyboard UX** | Vim mode · `!` shell · typed `@` context · `Shift+Tab` modes · transcript viewer |
 | 💬 **Feishu / Telegram** | Ask Aria from any chat app, anytime |
 | 📱 **iOS push alerts** | Real-time price alerts via APNs |
 | 🌍 **Auto bilingual** | OS language auto-detected on first run; output follows user's input language |
@@ -474,9 +484,26 @@ Aria Code has a full keyboard shortcut system powered by `prompt_toolkit`:
 |--------|------|---------|
 | `/` | Slash command with fuzzy autocomplete | `/backtest momentum SPY` |
 | `!` | Shell mode — runs command, adds output to context | `! git diff HEAD~1` |
-| `@` | File path autocomplete | `@src/components/` |
+| `@` | Read-only typed context reference | `@file:src/app.py` · `@asset:AAPL` |
 | `"""` | Multi-line input mode (end with `"""`) | For pasting code blocks |
 
+`/` and `@` are intentionally different: `/` selects an action; `@` selects
+context for that action or for a natural-language request. They can be combined:
+
+```text
+/risk @portfolio:core
+/backtest @strategy:momentum-v2 @asset:AAPL --period 3y
+Review @folder:apps/cli against @report:last-audit
+```
+
+Available reference types: `@file:`, `@folder:`, `@asset:`, `@portfolio:`,
+`@strategy:`, `@dataset:`, `@run:`, and `@report:`. A plain `@path` remains a
+file reference for compatibility; unknown references fail locally instead of
+being guessed by the model. References contain pointers only: Aria reads them
+on demand through audited tools such as `read_file`, `list_files`,
+`analyze_file`, and `get_market_data`; source content is never silently
+expanded into the prompt.
+
 ### Bottom Toolbar (always visible)
 
 ```
@@ -761,6 +788,54 @@ Analyze NVDA momentum      → Full AI analysis
 
 ---
 
+## 📡 TradingView Alerts
+
+Pipe TradingView alerts into Aria: the daemon receives the webhook, verifies
+it, and runs a tool-less AI analysis through the shared runtime gateway, then
+pushes the result to your notify channels (Telegram / Feishu).
+
+### Setup
+
+```env
+ARIA_WEBHOOK_SECRET=your-strong-passphrase   # REQUIRED for non-local use
+ARIA_WEBHOOK_HOST=127.0.0.1                  # bind address (default local-only)
+ARIA_WEBHOOK_PORT=8765
+ARIA_DAEMON_MODEL=qwen2.5:7b                 # model for alert analysis
+```
+
+```bash
+python3 aria_daemon.py start
+# endpoint: POST http://127.0.0.1:8765/api/v1/webhook/tradingview
+```
+
+### TradingView alert message (Webhook URL → your public endpoint)
+
+```json
+{
+  "symbol": "{{ticker}}",
+  "action": "{{strategy.order.action}}",
+  "price": "{{close}}",
+  "message": "MA cross on {{interval}}",
+  "passphrase": "your-strong-passphrase"
+}
+```
+
+### Security model
+
+- **Passphrase (fail-closed):** with `ARIA_WEBHOOK_SECRET` set, alerts without
+  a matching `passphrase` are rejected (constant-time compare). TradingView
+  cannot send custom headers, so the body passphrase is the documented way.
+- **Open-mode guard:** with *no* secret and *no* `WEBHOOK_TOKEN` configured,
+  only loopback clients may submit — a non-local request gets `403` with a
+  fix-it message instead of silently accepting injected buy/sell alerts.
+- **HMAC option:** a fronting relay that can sign requests may send
+  `sha256=<hex>` of the raw body; HMAC verification never runs in open mode.
+- **Analysis, not trading:** the alert turn runs with an empty tool set and a
+  prompt that forbids order placement. Order *previews* (when a broker is
+  configured) still require explicit confirmation via the preview flow.
+
+---
+
 ## 🏗️ Architecture
 
 ```
@@ -791,7 +866,7 @@ Analyze NVDA momentum      → Full AI analysis
 
 ```
 aria-code/
-├── aria_cli.py               # Main CLI + REPL (keyboard shortcuts, ! shell, @files)
+├── aria_cli.py               # Main CLI + REPL (keyboard shortcuts, ! shell, @ context)
 ├── aria_daemon.py            # Background daemon + scheduler
 ├── market_data_client.py     # Unified market data (Finnhub primary for US)
 ├── setup_wizard.py           # Bilingual setup wizard (19 providers)
@@ -807,7 +882,7 @@ aria-code/
 │
 ├── ui/
 │   ├── banner.py             # Bilingual banner (i18n aware)
-│   └── completer.py          # Fuzzy autocomplete: / commands · @ files · ! history
+│   └── completer.py          # Fuzzy autocomplete: / commands · @ context · ! history
 │
 ├── providers/llm/            # LLM adapters (19+ cloud endpoints)
 ├── agents/financial/         # Fundamental / Technical / Macro / Risk / Synthesis

{aria_code-4.1.4 → aria_code-4.2.0}/README.md

@@ -12,6 +12,8 @@
 
 <p align="center">
   <a href="https://www.npmjs.com/package/@artheras/aria-code"><img src="https://img.shields.io/npm/v/@artheras/aria-code?style=for-the-badge&logo=npm&color=cb3837&label=npm" alt="npm"/></a>
+  <a href="https://pypi.org/project/aria-code/"><img src="https://img.shields.io/pypi/v/aria-code?style=for-the-badge&logo=pypi&logoColor=white&label=PyPI&color=3775A9" alt="PyPI"/></a>
+  <a href="https://github.com/artherahq/aria-code/actions/workflows/ci.yml"><img src="https://img.shields.io/github/actions/workflow/status/artherahq/aria-code/ci.yml?branch=main&style=for-the-badge&logo=githubactions&logoColor=white&label=CI" alt="CI"/></a>
   <img src="https://img.shields.io/badge/Python-3.10+-3776AB?style=for-the-badge&logo=python&logoColor=white" alt="python"/>
   <img src="https://img.shields.io/badge/Ollama-Local_LLM-black?style=for-the-badge&logo=llama&logoColor=white" alt="ollama"/>
   <img src="https://img.shields.io/badge/Providers-19+_Cloud-f59e0b?style=for-the-badge" alt="providers"/>
@@ -49,7 +51,7 @@ Aria Code is a **terminal-first AI financial agent** — think of it as Claude C
 ```
 $ aria-code
 
-  ▣ Aria Code  v4.0  local-first agent
+  ▣ Aria Code  v4.1  local-first agent
   model      qwen2.5-coder:7b  local
   workspace  ~/my-portfolio
   mode       workspace-write · network on · local-only
@@ -87,6 +89,8 @@ $ aria-code
 | **MCP tools** | 5 new quantitative MCP tools in the tool registry |
 | **83 commands** | Consolidated from ~150 — removed all LLM-replaceable commands; natural language handles the rest |
 | **LLM routing fix** | Model now knows it can call real-time data tools instead of saying "I don't have live data" |
+| **Unified agent loop** | CLI, SDK and self-host backend now run the *same* tested runtime (`runtime.run_turn`) — consistent provider routing, cloud→local fallback and tool execution on every surface |
+| **One-command install** | `pip install aria-code` (PyPI) or `npm install -g @artheras/aria-code` — verified clean on Python 3.10 / 3.11 / 3.12 |
 
 See [CHANGELOG.md](CHANGELOG.md) for the full history.
 
@@ -96,7 +100,7 @@ See [CHANGELOG.md](CHANGELOG.md) for the full history.
 |---------|-------------|
 | ⌨️ **Keyboard shortcuts** | `Shift+Tab` cycle modes · `Alt+T` thinking · `Alt+P` model picker · `Ctrl+O` transcript · `Ctrl+T` tasks |
 | `!` **Shell mode** | Type `! git status` to run shell commands, output auto-added to AI context |
-| `@` **File autocomplete** | Type `@src/` to get instant file path completion anywhere in input |
+| `@` **Typed context references** | Attach files, folders, assets, portfolios, strategies, datasets, runs, or reports without executing an action |
 | `/btw` **Side questions** | Ask quick questions without polluting conversation history |
 | 🌍 **Auto language** | UI and responses auto-detect Chinese/English from OS locale on first run |
 | 🤖 **19+ cloud providers** | Google Gemini · xAI Grok · Mistral · Cohere · Perplexity · Baidu ERNIE · ByteDance · MiniMax · StepFun · 01.AI + all originals |
@@ -168,7 +172,7 @@ mindmap
 | 🔍 **Quant research** | `/backtest` `/signal` `/kelly` `/factor` `/portfolio` `/screen` `/corr` `/ptbt` |
 | 🤖 **19+ cloud providers** | All major international + Chinese LLM APIs supported |
 | 🔌 **MCP protocol** | Connect any [Model Context Protocol](https://modelcontextprotocol.io) server |
-| ⌨️ **Rich keyboard UX** | Vim mode · `!` shell · `@` files · `Shift+Tab` modes · transcript viewer |
+| ⌨️ **Rich keyboard UX** | Vim mode · `!` shell · typed `@` context · `Shift+Tab` modes · transcript viewer |
 | 💬 **Feishu / Telegram** | Ask Aria from any chat app, anytime |
 | 📱 **iOS push alerts** | Real-time price alerts via APNs |
 | 🌍 **Auto bilingual** | OS language auto-detected on first run; output follows user's input language |
@@ -347,9 +351,26 @@ Aria Code has a full keyboard shortcut system powered by `prompt_toolkit`:
 |--------|------|---------|
 | `/` | Slash command with fuzzy autocomplete | `/backtest momentum SPY` |
 | `!` | Shell mode — runs command, adds output to context | `! git diff HEAD~1` |
-| `@` | File path autocomplete | `@src/components/` |
+| `@` | Read-only typed context reference | `@file:src/app.py` · `@asset:AAPL` |
 | `"""` | Multi-line input mode (end with `"""`) | For pasting code blocks |
 
+`/` and `@` are intentionally different: `/` selects an action; `@` selects
+context for that action or for a natural-language request. They can be combined:
+
+```text
+/risk @portfolio:core
+/backtest @strategy:momentum-v2 @asset:AAPL --period 3y
+Review @folder:apps/cli against @report:last-audit
+```
+
+Available reference types: `@file:`, `@folder:`, `@asset:`, `@portfolio:`,
+`@strategy:`, `@dataset:`, `@run:`, and `@report:`. A plain `@path` remains a
+file reference for compatibility; unknown references fail locally instead of
+being guessed by the model. References contain pointers only: Aria reads them
+on demand through audited tools such as `read_file`, `list_files`,
+`analyze_file`, and `get_market_data`; source content is never silently
+expanded into the prompt.
+
 ### Bottom Toolbar (always visible)
 
 ```
@@ -634,6 +655,54 @@ Analyze NVDA momentum      → Full AI analysis
 
 ---
 
+## 📡 TradingView Alerts
+
+Pipe TradingView alerts into Aria: the daemon receives the webhook, verifies
+it, and runs a tool-less AI analysis through the shared runtime gateway, then
+pushes the result to your notify channels (Telegram / Feishu).
+
+### Setup
+
+```env
+ARIA_WEBHOOK_SECRET=your-strong-passphrase   # REQUIRED for non-local use
+ARIA_WEBHOOK_HOST=127.0.0.1                  # bind address (default local-only)
+ARIA_WEBHOOK_PORT=8765
+ARIA_DAEMON_MODEL=qwen2.5:7b                 # model for alert analysis
+```
+
+```bash
+python3 aria_daemon.py start
+# endpoint: POST http://127.0.0.1:8765/api/v1/webhook/tradingview
+```
+
+### TradingView alert message (Webhook URL → your public endpoint)
+
+```json
+{
+  "symbol": "{{ticker}}",
+  "action": "{{strategy.order.action}}",
+  "price": "{{close}}",
+  "message": "MA cross on {{interval}}",
+  "passphrase": "your-strong-passphrase"
+}
+```
+
+### Security model
+
+- **Passphrase (fail-closed):** with `ARIA_WEBHOOK_SECRET` set, alerts without
+  a matching `passphrase` are rejected (constant-time compare). TradingView
+  cannot send custom headers, so the body passphrase is the documented way.
+- **Open-mode guard:** with *no* secret and *no* `WEBHOOK_TOKEN` configured,
+  only loopback clients may submit — a non-local request gets `403` with a
+  fix-it message instead of silently accepting injected buy/sell alerts.
+- **HMAC option:** a fronting relay that can sign requests may send
+  `sha256=<hex>` of the raw body; HMAC verification never runs in open mode.
+- **Analysis, not trading:** the alert turn runs with an empty tool set and a
+  prompt that forbids order placement. Order *previews* (when a broker is
+  configured) still require explicit confirmation via the preview flow.
+
+---
+
 ## 🏗️ Architecture
 
 ```
@@ -664,7 +733,7 @@ Analyze NVDA momentum      → Full AI analysis
 
 ```
 aria-code/
-├── aria_cli.py               # Main CLI + REPL (keyboard shortcuts, ! shell, @files)
+├── aria_cli.py               # Main CLI + REPL (keyboard shortcuts, ! shell, @ context)
 ├── aria_daemon.py            # Background daemon + scheduler
 ├── market_data_client.py     # Unified market data (Finnhub primary for US)
 ├── setup_wizard.py           # Bilingual setup wizard (19 providers)
@@ -680,7 +749,7 @@ aria-code/
 │
 ├── ui/
 │   ├── banner.py             # Bilingual banner (i18n aware)
-│   └── completer.py          # Fuzzy autocomplete: / commands · @ files · ! history
+│   └── completer.py          # Fuzzy autocomplete: / commands · @ context · ! history
 │
 ├── providers/llm/            # LLM adapters (19+ cloud endpoints)
 ├── agents/financial/         # Fundamental / Technical / Macro / Risk / Synthesis

{aria_code-4.1.4 → aria_code-4.2.0}/agents/__init__.py

@@ -24,9 +24,11 @@ agents/ — Aria Code 可组合多智能体系统
 from .base import BaseAgent, AgentResult
 from .registry import AgentRegistry, get_registry
 from .team import AgentTeam, run_team
+from .signal_scheme import SignalScheme, FINANCIAL_SCHEME, REALTY_SCHEME
 
 __all__ = [
     "BaseAgent", "AgentResult",
     "AgentRegistry", "get_registry",
     "AgentTeam", "run_team",
+    "SignalScheme", "FINANCIAL_SCHEME", "REALTY_SCHEME",
 ]

{aria_code-4.1.4 → aria_code-4.2.0}/agents/base.py

@@ -26,6 +26,9 @@ class AgentResult:
     key_points:  List[str] = field(default_factory=list)   # 关键结论（用于 synthesis）
     data_used:   Dict[str, Any] = field(default_factory=dict)  # 使用的原始数据
     error:       Optional[str] = None   # 失败时的错误信息
+    degraded:    bool = False           # True when a deterministic fallback was used
+    provenance:  List[str] = field(default_factory=list)
+    limitations: List[str] = field(default_factory=list)
 
     @property
     def success(self) -> bool:
@@ -40,6 +43,9 @@ class AgentResult:
             "signal":     self.signal,
             "key_points": self.key_points,
             "error":      self.error,
+            "degraded":   self.degraded,
+            "provenance": list(self.provenance),
+            "limitations": list(self.limitations),
         }
 
 

{aria_code-4.1.4 → aria_code-4.2.0}/agents/portfolio_agent.py

@@ -47,12 +47,24 @@ class PortfolioAgent(BaseAgent):
 
     # ── Multi-symbol interface ────────────────────────────────────────────────
 
-    async def run_portfolio(self, symbols: List[str]) -> AgentResult:
-        """Primary entry point for multi-symbol analysis."""
-        data   = await self.fetch_portfolio_data(symbols)
+    async def run_portfolio(
+        self, symbols: List[str], weights: Optional[Dict[str, float]] = None
+    ) -> AgentResult:
+        """Primary entry point for multi-symbol analysis.
+
+        weights: optional {symbol: dollar_cost_basis} from the user's real
+        holdings (portfolio_ledger.PortfolioLedger.get_positions()). Without
+        it, every position is silently treated as equal-weight — which used
+        to be the ONLY mode this agent supported, so a user who actually
+        holds 80% NVDA and 20% everything else got a risk verdict computed
+        on a fictional 1/n-weighted portfolio instead of their real exposure.
+        """
+        data   = await self.fetch_portfolio_data(symbols, weights=weights)
         return await self.analyze_portfolio(symbols, data)
 
-    async def fetch_portfolio_data(self, symbols: List[str]) -> Dict[str, Any]:
+    async def fetch_portfolio_data(
+        self, symbols: List[str], weights: Optional[Dict[str, float]] = None
+    ) -> Dict[str, Any]:
         data: Dict[str, Any] = {"symbols": symbols}
         if len(symbols) < 2:
             return data
@@ -97,8 +109,15 @@ class PortfolioAgent(BaseAgent):
             cov_matrix  = returns.cov() * 252
             valid_syms  = list(df.columns)
             n           = len(valid_syms)
-            weights     = np.ones(n) / n
-            port_vol    = float(np.sqrt(weights @ cov_matrix.values @ weights))
+            if weights and any(weights.get(s, 0) > 0 for s in valid_syms):
+                raw = np.array([max(weights.get(s, 0.0), 0.0) for s in valid_syms])
+                w_vec = raw / raw.sum() if raw.sum() > 0 else np.ones(n) / n
+                weight_source = "ledger"
+            else:
+                w_vec = np.ones(n) / n
+                weight_source = "equal"
+            port_vol = float(np.sqrt(w_vec @ cov_matrix.values @ w_vec))
+            position_weights = {s: round(float(w_vec[i]), 4) for i, s in enumerate(valid_syms)}
 
             # High correlation pairs (|r| > 0.70)
             high_corr: List[Dict] = []
@@ -112,8 +131,10 @@ class PortfolioAgent(BaseAgent):
                             "corr": round(c, 3),
                         })
 
-            # Diversification ratio: weighted avg individual vol / portfolio vol
-            avg_vol = float(np.mean([float(ann_vols.get(s, 0)) for s in valid_syms]))
+            # Diversification ratio: weighted avg individual vol / portfolio vol.
+            # Was np.mean() (unweighted) despite the comment already claiming
+            # "weighted" — with real ledger weights now available, actually weight it.
+            avg_vol = float(sum(w_vec[i] * float(ann_vols.get(s, 0)) for i, s in enumerate(valid_syms)))
             div_ratio = round(avg_vol / port_vol, 2) if port_vol > 0 else 1.0
 
             # 52-week return per symbol
@@ -140,6 +161,8 @@ class PortfolioAgent(BaseAgent):
                 "best_performer":  sorted_ret[0]  if sorted_ret else None,
                 "worst_performer": sorted_ret[-1] if sorted_ret else None,
                 "sector_map":    sector_map,
+                "position_weights": position_weights,
+                "weight_source":    weight_source,
             })
 
         except ImportError:
@@ -171,9 +194,11 @@ class PortfolioAgent(BaseAgent):
 
         valid_syms = data.get("valid_symbols", symbols)
         port_block = _format_portfolio_stats(data)
+        weight_desc = ("your actual position sizes" if data.get("weight_source") == "ledger"
+                       else "equal weight — no real position sizes available")
 
         prompt = (
-            f"Portfolio: {', '.join(valid_syms)} ({len(valid_syms)} positions, equal weight)\n\n"
+            f"Portfolio: {', '.join(valid_syms)} ({len(valid_syms)} positions, weighted by {weight_desc})\n\n"
             f"{port_block}\n\n"
             "Analyze this portfolio:\n"
             "1. Overall risk level (Low / Medium / High)\n"
@@ -217,15 +242,17 @@ def _format_portfolio_stats(d: Dict) -> str:
     vols    = d.get("ann_vols", {})
     rets    = d.get("ann_returns", {})
     rets_1y = d.get("returns_1y", {})
+    pweights = d.get("position_weights", {})
     if vols:
-        lines.append("Symbol │ Ann.Vol │ Ann.Ret │ 1Y Return")
-        lines.append("─" * 42)
+        lines.append("Symbol │ Weight │ Ann.Vol │ Ann.Ret │ 1Y Return")
+        lines.append("─" * 52)
         for sym in d.get("valid_symbols", list(vols)):
             v  = vols.get(sym, 0)
             r  = rets.get(sym, 0)
             y  = rets_1y.get(sym, 0)
+            w  = pweights.get(sym, 0)
             lines.append(
-                f"{sym:<6} │ {v*100:>6.1f}% │ {r*100:>6.1f}% │ {y*100:>+7.1f}%"
+                f"{sym:<6} │ {w*100:>5.1f}% │ {v*100:>6.1f}% │ {r*100:>6.1f}% │ {y*100:>+7.1f}%"
             )
 
     port_vol = d.get("port_vol_ann", 0)
@@ -288,7 +315,10 @@ def _estimate_confidence(d: Dict) -> float:
 def _build_key_points(d: Dict, verdict: str) -> List[str]:
     pts = []
     n   = len(d.get("valid_symbols", []))
-    pts.append(f"{n} 个标的，等权配置")
+    if d.get("weight_source") == "ledger":
+        pts.append(f"{n} 个标的，按真实持仓成本加权")
+    else:
+        pts.append(f"{n} 个标的，等权配置（无真实持仓数据，非实际风险暴露）")
 
     port_vol = d.get("port_vol_ann", 0)
     if port_vol:

{aria_code-4.1.4 → aria_code-4.2.0}/agents/realty/asset_diagnosis.py

@@ -10,7 +10,9 @@ agents/realty/asset_diagnosis.py — 资产诊断 Agent
 
 输出:
     analysis    — 详细分析文本
-    signal      — BUY=推荐共创 / HOLD=需观察 / SELL=建议出租或出售
+    signal      — GOOD=推荐共创 / WATCH=需观察 / CONCERN=建议出租或出售
+                  （地产健康度尺度，见 agents/signal_scheme.py::REALTY_SCHEME，
+                  不是股票 BUY/SELL 那套交易动作词汇）
     key_points  — 3-5 条关键结论
 """
 from __future__ import annotations
@@ -101,9 +103,9 @@ def _score_to_signal(asset: Dict, reno: float) -> str:
     if state != "正常":   score -= 2
     if reno > rent * 24:  score -= 1     # 改造成本超过2年租金则不划算
 
-    if score >= 4:  return "BUY"       # 非常适合共创
-    if score >= 2:  return "HOLD"      # 需进一步评估
-    return "SELL"                       # 建议传统出租或出售
+    if score >= 4:  return "GOOD"      # 非常适合共创
+    if score >= 2:  return "WATCH"     # 需进一步评估
+    return "CONCERN"                    # 建议传统出租或出售
 
 
 def _calc_confidence(asset: Dict) -> float:

{aria_code-4.1.4 → aria_code-4.2.0}/agents/realty/business_match.py

@@ -10,7 +10,8 @@ agents/realty/business_match.py — 业态匹配 Agent
 
 输出:
     analysis    — 业态匹配建议
-    signal      — BUY=高度匹配 / HOLD=一般匹配 / SELL=低匹配
+    signal      — GOOD=高度匹配 / WATCH=一般匹配 / CONCERN=低匹配
+                  （地产健康度尺度，见 signal_scheme.py）
     key_points  — 推荐业态 Top3 + 理由
 """
 from __future__ import annotations
@@ -115,9 +116,9 @@ def _match_signal(asset: Dict, market: Dict) -> str:
     if market_score >= 7:  score += 1
     elif 0 < market_score <= 3: score -= 1
 
-    if score >= 4:  return "BUY"
-    if score >= 2:  return "HOLD"
-    return "SELL"
+    if score >= 4:  return "GOOD"
+    if score >= 2:  return "WATCH"
+    return "CONCERN"
 
 
 def _match_confidence(asset: Dict, market: Dict) -> float:

{aria_code-4.1.4 → aria_code-4.2.0}/agents/realty/cashflow_verify.py

@@ -14,7 +14,8 @@ agents/realty/cashflow_verify.py — 流水核验 Agent
 
 输出:
     analysis    — 核验报告
-    signal      — BUY=流水真实 / HOLD=轻度异常需复核 / SELL=疑似造假/私账
+    signal      — GOOD=流水真实 / WATCH=轻度异常需复核 / CONCERN=疑似造假/私账
+                  / SEVERE=多项异常+差距极大（地产健康度尺度，见 signal_scheme.py）
     key_points  — 异常项目清单
 """
 from __future__ import annotations
@@ -174,10 +175,10 @@ def _cross_verify(
 def _verify_signal(check: Dict) -> str:
     n = check.get("anomaly_count", 0)
     gap = abs(check.get("gap_pct", 0))
-    if n == 0 and gap < 15: return "BUY"
-    if n <= 1 and gap < 30: return "HOLD"
-    if n <= 2 and gap < 50: return "SELL"
-    return "STRONG_SELL"
+    if n == 0 and gap < 15: return "GOOD"
+    if n <= 1 and gap < 30: return "WATCH"
+    if n <= 2 and gap < 50: return "CONCERN"
+    return "SEVERE"
 
 
 def _verify_confidence(check: Dict) -> float:

{aria_code-4.1.4 → aria_code-4.2.0}/agents/realty/contract_rules.py

@@ -10,7 +10,8 @@ agents/realty/contract_rules.py — 合同规则 Agent
 
 输出:
     analysis    — 合同条款草案文本
-    signal      — BUY=条款清晰可执行 / HOLD=需补充条款 / SELL=有重大风险条款
+    signal      — GOOD=条款清晰可执行 / WATCH=需补充条款 / CONCERN=有重大风险条款
+                  （地产健康度尺度，见 signal_scheme.py）
     key_points  — 关键条款摘要（保底金额/分润比例/结算周期/违约条款）
 """
 from __future__ import annotations
@@ -139,9 +140,9 @@ def _contract_signal(nego: Dict) -> str:
     if not nego.get("settlement_cycle"):   issues += 1
     if not nego.get("contract_years"):     issues += 1
 
-    if issues == 0:  return "BUY"
-    if issues <= 2:  return "HOLD"
-    return "SELL"
+    if issues == 0:  return "GOOD"
+    if issues <= 2:  return "WATCH"
+    return "CONCERN"
 
 
 def _contract_confidence(nego: Dict) -> float:

{aria_code-4.1.4 → aria_code-4.2.0}/agents/realty/energy_anomaly.py

@@ -13,7 +13,8 @@ agents/realty/energy_anomaly.py — 能耗异常 Agent
 
 输出:
     analysis    — 能耗分析报告
-    signal      — BUY=正常 / HOLD=轻度异常 / SELL=严重异常/疑似空置
+    signal      — GOOD=正常 / WATCH=轻度异常 / CONCERN=中度异常 / SEVERE=严重异常/疑似空置
+                  （地产健康度尺度，见 signal_scheme.py）
     key_points  — 异常指标清单
 """
 from __future__ import annotations
@@ -154,10 +155,10 @@ def _analyze_energy(
 
 def _energy_signal(check: Dict) -> str:
     n = check.get("anomaly_count", 0)
-    if n == 0: return "BUY"
-    if n == 1: return "HOLD"
-    if n == 2: return "SELL"
-    return "STRONG_SELL"
+    if n == 0: return "GOOD"
+    if n == 1: return "WATCH"
+    if n == 2: return "CONCERN"
+    return "SEVERE"
 
 
 def _energy_confidence(check: Dict) -> float:

{aria_code-4.1.4 → aria_code-4.2.0}/agents/realty/exit_settlement.py

@@ -11,7 +11,8 @@ agents/realty/exit_settlement.py — 退出清算 Agent
 
 输出:
     analysis    — 清算方案草案
-    signal      — BUY=清算顺利无纠纷 / HOLD=有待确认项 / SELL=存在较大争议
+    signal      — GOOD=清算顺利无纠纷 / WATCH=有待确认项 / CONCERN=存在较大争议
+                  （地产健康度尺度，见 signal_scheme.py）
     key_points  — 各方清算金额摘要
     data_used   — 包含 settlement_result（结构化清算数据）
 """
@@ -145,12 +146,12 @@ def _calculate_settlement(
 
 def _settlement_signal(s: Dict, reason: str) -> str:
     if s["net_settlement"] > 0 and not s["is_breach"]:
-        return "HOLD"   # 经营方有欠款但无违约，需催收
+        return "WATCH"    # 经营方有欠款但无违约，需催收
     if s["is_breach"] and s["net_settlement"] > 0:
-        return "SELL"   # 违约且有欠款
+        return "CONCERN"  # 违约且有欠款
     if s["operator_owes"] == 0 and s["platform_owes"] == 0:
-        return "BUY"    # 干净退出
-    return "HOLD"
+        return "GOOD"      # 干净退出
+    return "WATCH"
 
 
 def _settlement_confidence(fin: Dict) -> float: