sigma-terminal 2.0.0__py3-none-any.whl

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sigma/app.py ADDED
@@ -0,0 +1,947 @@
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+ """Sigma CLI - Professional financial research interface."""
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+
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+ import asyncio
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+ import sys
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+ import re
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+ from typing import Any, Optional
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+ import time
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+
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+ from rich.console import Console
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+ from rich.panel import Panel
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+ from rich.text import Text
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+ from rich.table import Table
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+ from rich.markdown import Markdown
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+ from rich.padding import Padding
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+ from rich.box import ROUNDED, SIMPLE, HEAVY, DOUBLE
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+ from rich.columns import Columns
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+ from rich import box
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+
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+ from sigma.core.agent import SigmaAgent
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+ from sigma.core.config import LLMProvider, get_settings
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+
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+
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+ console = Console()
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+
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+ # Version
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+ VERSION = "2.0.0"
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+
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+ # ASCII Art Banner
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+ BANNER = """[bold bright_blue]
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+ ███████╗██╗ ██████╗ ███╗ ███╗ █████╗
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+ ██╔════╝██║██╔════╝ ████╗ ████║██╔══██╗
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+ ███████╗██║██║ ███╗██╔████╔██║███████║
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+ ╚════██║██║██║ ██║██║╚██╔╝██║██╔══██║
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+ ███████║██║╚██████╔╝██║ ╚═╝ ██║██║ ██║
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+ ╚══════╝╚═╝ ╚═════╝ ╚═╝ ╚═╝╚═╝ ╚═╝[/bold bright_blue]
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+ """
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+
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+ SUB_BANNER = """[dim]━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━[/dim]
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+ [bold white] Institutional-Grade Financial Research Agent[/bold white]
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+ [dim]━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━[/dim]"""
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+
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+
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+ def print_banner(model: str):
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+ """Print the startup banner."""
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+ console.print()
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+ console.print(BANNER)
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+ console.print(SUB_BANNER)
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+ console.print()
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+
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+ # Status line
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+ console.print(f" [dim]Version:[/dim] [bright_cyan]{VERSION}[/bright_cyan] [dim]Model:[/dim] [bright_cyan]{model}[/bright_cyan]")
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+ console.print()
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+ console.print(" [dim]Type[/dim] [bold bright_yellow]/help[/bold bright_yellow] [dim]for commands[/dim] [dim]Type[/dim] [bold bright_yellow]/quit[/bold bright_yellow] [dim]to exit[/dim]")
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+ console.print()
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+
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+
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+ def print_help():
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+ """Print comprehensive help."""
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+ console.print()
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+
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+ # Commands table
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+ commands = Table(title="[bold bright_cyan]Commands[/bold bright_cyan]", box=ROUNDED, show_header=True, header_style="bold")
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+ commands.add_column("Command", style="bright_yellow")
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+ commands.add_column("Description", style="white")
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+
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+ commands.add_row("/help, /h, /?", "Show this help message")
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+ commands.add_row("/model <provider>", "Switch LLM provider (openai, anthropic, google, groq, ollama)")
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+ commands.add_row("/mode <mode>", "Switch analysis mode (default, technical, fundamental, quant)")
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+ commands.add_row("/clear", "Clear conversation history")
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+ commands.add_row("/status", "Show current configuration")
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+ commands.add_row("/chart <symbol>", "Quick price chart for a symbol")
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+ commands.add_row("/compare <sym1> <sym2>...", "Quick comparison chart")
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+ commands.add_row("/backtest <symbol> <strategy>", "Generate backtest algorithm")
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+ commands.add_row("/lean setup", "Setup LEAN Engine for backtesting")
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+ commands.add_row("/lean run <symbol> <strategy>", "Run backtest with LEAN Engine")
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+ commands.add_row("/quit, /exit, /q", "Exit Sigma")
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+
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+ console.print(commands)
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+ console.print()
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+
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+ # Analysis modes
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+ modes = Table(title="[bold bright_cyan]Analysis Modes[/bold bright_cyan]", box=ROUNDED, show_header=True, header_style="bold")
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+ modes.add_column("Mode", style="bright_yellow")
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+ modes.add_column("Description", style="white")
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+
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+ modes.add_row("default", "Comprehensive analysis using all available tools")
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+ modes.add_row("technical", "Focus on technical indicators, charts, and price action")
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+ modes.add_row("fundamental", "Focus on financial statements, ratios, and valuations")
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+ modes.add_row("quant", "Quantitative analysis with predictions and backtesting")
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+
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+ console.print(modes)
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+ console.print()
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+
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+ # Examples
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+ examples = Table(title="[bold bright_cyan]Example Queries[/bold bright_cyan]", box=ROUNDED, show_header=False)
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+ examples.add_column("Query", style="white")
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+
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+ examples.add_row("[dim]── Stock Analysis ──[/dim]")
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+ examples.add_row(" Analyze NVDA stock")
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+ examples.add_row(" Is AAPL a good investment?")
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+ examples.add_row(" Give me a deep dive on Tesla")
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+ examples.add_row("")
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+ examples.add_row("[dim]── Charts & Visualization ──[/dim]")
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+ examples.add_row(" Show me a chart of MSFT for the past 6 months")
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+ examples.add_row(" Compare NVDA, AMD, and INTC")
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+ examples.add_row(" Show RSI chart for SPY")
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+ examples.add_row("")
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+ examples.add_row("[dim]── Technical Analysis ──[/dim]")
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+ examples.add_row(" Technical analysis on QQQ")
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+ examples.add_row(" What are the support levels for META?")
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+ examples.add_row(" Is GOOGL overbought?")
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+ examples.add_row("")
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+ examples.add_row("[dim]── Predictions & Sentiment ──[/dim]")
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+ examples.add_row(" Predict AMZN price for next month")
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+ examples.add_row(" What's the sentiment on TSLA?")
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+ examples.add_row(" Price forecast for Bitcoin")
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+ examples.add_row("")
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+ examples.add_row("[dim]── Backtesting & Strategy ──[/dim]")
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+ examples.add_row(" Create a MACD strategy backtest for AAPL")
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+ examples.add_row(" Generate RSI mean reversion backtest for SPY")
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+ examples.add_row(" List available backtest strategies")
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+ examples.add_row("")
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+ examples.add_row("[dim]── Market Overview ──[/dim]")
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+ examples.add_row(" What are today's market movers?")
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+ examples.add_row(" Show sector performance")
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+ examples.add_row(" How are the major indices doing?")
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+
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+ console.print(examples)
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+ console.print()
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+
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+ # Strategies
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+ strategies = Table(title="[bold bright_cyan]Backtest Strategies[/bold bright_cyan]", box=ROUNDED, show_header=True, header_style="bold")
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+ strategies.add_column("Strategy", style="bright_yellow")
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+ strategies.add_column("Description", style="white")
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+
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+ strategies.add_row("sma_crossover", "Classic moving average crossover (fast/slow SMA)")
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+ strategies.add_row("rsi_mean_reversion", "Buy oversold, sell overbought using RSI")
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+ strategies.add_row("macd_momentum", "MACD histogram momentum strategy")
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+ strategies.add_row("bollinger_bands", "Mean reversion at Bollinger Band extremes")
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+ strategies.add_row("dual_momentum", "Absolute + relative momentum")
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+ strategies.add_row("breakout", "Donchian channel breakout strategy")
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+
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+ console.print(strategies)
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+ console.print()
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+
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+
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+ # Tool name mappings for cleaner display
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+ TOOL_DISPLAY_NAMES = {
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+ "get_stock_quote": "Stock Quote",
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+ "get_stock_history": "Price History",
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+ "get_company_info": "Company Info",
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+ "get_financial_statements": "Financials",
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+ "get_analyst_recommendations": "Analyst Ratings",
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+ "get_insider_trades": "Insider Trades",
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+ "get_institutional_holders": "Institutions",
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+ "get_earnings_calendar": "Earnings",
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+ "get_options_chain": "Options Chain",
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+ "get_dividends": "Dividends",
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+ "compare_stocks": "Compare Stocks",
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+ "get_market_movers": "Market Movers",
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+ "get_sector_performance": "Sectors",
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+ "get_market_indices": "Market Indices",
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+ "calculate_portfolio_metrics": "Portfolio",
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+ "search_stocks": "Stock Search",
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+ "get_stock_news": "News",
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+ "technical_analysis": "Technicals",
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+ "generate_price_chart": "Price Chart",
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+ "generate_comparison_chart": "Comparison",
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+ "generate_rsi_chart": "RSI Chart",
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+ "generate_sector_chart": "Sectors",
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+ "list_backtest_strategies": "Strategies",
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+ "generate_backtest": "Backtest",
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+ "generate_custom_backtest": "Custom Backtest",
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+ "price_forecast": "Forecast",
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+ "sentiment_analysis": "Sentiment",
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+ }
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+
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+ TOOL_ICONS = {
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+ "get_stock_quote": ">",
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+ "get_stock_history": ">",
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+ "get_company_info": ">",
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+ "get_financial_statements": ">",
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+ "get_analyst_recommendations": ">",
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+ "get_insider_trades": ">",
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+ "get_institutional_holders": ">",
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+ "get_earnings_calendar": ">",
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+ "get_options_chain": ">",
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+ "get_dividends": ">",
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+ "compare_stocks": ">",
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+ "get_market_movers": ">",
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+ "get_sector_performance": ">",
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+ "get_market_indices": ">",
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+ "calculate_portfolio_metrics": ">",
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+ "search_stocks": ">",
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+ "get_stock_news": ">",
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+ "technical_analysis": ">",
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+ "generate_price_chart": ">",
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+ "generate_comparison_chart": ">",
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+ "generate_rsi_chart": ">",
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+ "generate_sector_chart": ">",
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+ "list_backtest_strategies": ">",
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+ "generate_backtest": ">",
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+ "generate_custom_backtest": ">",
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+ "price_forecast": ">",
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+ "sentiment_analysis": ">",
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+ }
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+
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+
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+ def format_tool_description(name: str, args: dict) -> tuple[str, Optional[str]]:
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+ """Format tool call with description. Returns (display_name, detail)."""
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+ display_name = TOOL_DISPLAY_NAMES.get(name, name.replace('_', ' ').title())
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+ icon = TOOL_ICONS.get(name, "●")
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+
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+ symbol = args.get('symbol', '')
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+ symbols = args.get('symbols', [])
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+ query = args.get('query', '')
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+ strategy = args.get('strategy', '')
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+
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+ if symbol and strategy:
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+ return f"{icon} {display_name}", f"{symbol.upper()} - {strategy}"
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+ elif symbol:
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+ return f"{icon} {display_name}", symbol.upper()
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+ elif symbols:
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+ return f"{icon} {display_name}", ', '.join(s.upper() for s in symbols[:3])
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+ elif query:
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+ return f"{icon} {display_name}", query[:30]
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+ else:
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+ return f"{icon} {display_name}", None
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+
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+
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+ class SigmaUI:
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+ """Professional terminal UI for Sigma."""
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+
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+ def __init__(self):
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+ self.settings = get_settings()
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+ self.agent: Optional[SigmaAgent] = None
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+ self.provider = self.settings.default_provider
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+ self.tool_calls: list[tuple[str, float]] = []
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+ self.start_time = 0.0
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+ self.custom_model: Optional[str] = None
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+ self.mode = "default" # default, technical, fundamental, quant
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+ self.chart_output: Optional[str] = None # Store chart for display
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+
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+ def _init_agent(self):
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+ """Initialize agent."""
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+ self.agent = SigmaAgent(provider=self.provider, model=self.custom_model)
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+
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+ def _get_model_display(self) -> str:
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+ """Get model name for display."""
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+ if self.custom_model:
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+ return self.custom_model
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+ return self.settings.get_model(self.provider)
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+
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+ def on_tool_start(self, name: str, args: dict):
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+ """Called when tool starts."""
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+ display_name, detail = format_tool_description(name, args)
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+ if detail:
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+ console.print(f" [bright_cyan]{display_name}[/bright_cyan] [dim]({detail})[/dim]")
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+ else:
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+ console.print(f" [bright_cyan]{display_name}[/bright_cyan]")
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+
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+ def on_tool_end(self, name: str, result: Any, duration_ms: float):
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+ """Called when tool ends."""
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+ self.tool_calls.append((name, duration_ms))
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+
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+ # Check for chart output
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+ if isinstance(result, dict) and result.get("display_as_chart"):
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+ self.chart_output = result.get("chart", "")
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+
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+ def on_thinking(self, content: str):
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+ """Called when agent is thinking."""
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+ pass
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+
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+ def on_response(self, content: str):
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+ """Called with final response."""
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+ pass
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+
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+ async def process_query(self, query: str):
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+ """Process a query."""
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+ if self.agent is None:
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+ self._init_agent()
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+
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+ assert self.agent is not None
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+
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+ self.tool_calls = []
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+ self.start_time = time.time()
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+ self.chart_output = None
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+
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+ console.print()
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+ console.print(" [dim]╭─ Researching...[/dim]")
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+
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+ # Run agent
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+ response = await self.agent.run(
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+ query,
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+ on_tool_start=self.on_tool_start,
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+ on_tool_end=self.on_tool_end,
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+ on_thinking=self.on_thinking,
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+ on_response=self.on_response,
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+ )
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+
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+ elapsed = time.time() - self.start_time
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+
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+ # Print data sources summary
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+ if self.tool_calls:
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+ console.print(f" [dim]╰─[/dim] [bright_green]Called {len(self.tool_calls)} data sources[/bright_green] [dim]in {elapsed:.1f}s[/dim]")
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+
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+ console.print()
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+
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+ # Print chart if generated
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+ if self.chart_output:
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+ console.print(self.chart_output)
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+ console.print()
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+
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+ # Print response
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+ self._display_response(response)
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+
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+ console.print()
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+
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+ def _display_response(self, response: str):
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+ """Display the response with professional formatting."""
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+ lines = response.split('\n')
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+ in_table = False
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+ table_lines: list[str] = []
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+
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+ for line in lines:
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+ # Check if this is a table line
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+ if '|' in line and ('---' in line or line.strip().startswith('|')):
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+ if not in_table:
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+ in_table = True
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+ table_lines = []
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+ table_lines.append(line)
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+ continue
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+ elif in_table and line.strip():
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+ if '|' in line:
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+ table_lines.append(line)
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+ continue
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+ else:
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+ self._print_table(table_lines)
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+ in_table = False
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+ table_lines = []
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+ elif in_table and not line.strip():
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+ self._print_table(table_lines)
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+ in_table = False
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+ table_lines = []
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+
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+ # Format and print the line
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+ formatted = self._format_line(line)
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+ if formatted is not None:
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+ console.print(formatted)
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+
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+ # Print any remaining table
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+ if table_lines:
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+ self._print_table(table_lines)
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+
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+ def _format_line(self, line: str) -> Optional[str]:
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+ """Format a single line with proper markdown rendering."""
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+ stripped = line.strip()
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+
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+ # Empty line
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+ if not stripped:
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+ return ""
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+
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+ # Headers
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+ if stripped.startswith('#'):
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+ header_match = re.match(r'^(#+)\s*(.+)$', stripped)
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+ if header_match:
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+ level = len(header_match.group(1))
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+ text = header_match.group(2)
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+ if level == 1:
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+ return f"\n[bold bright_white]{text}[/bold bright_white]"
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+ elif level == 2:
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+ return f"\n[bold bright_cyan]▸ {text}[/bold bright_cyan]"
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+ else:
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+ return f"\n[bold]{text}[/bold]"
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+
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+ # Bold-only lines
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+ if stripped.startswith('**') and stripped.endswith('**') and stripped.count('**') == 2:
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+ text = stripped[2:-2]
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+ return f"\n[bold bright_yellow]▸ {text}[/bold bright_yellow]"
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+
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+ # Lines starting with bold
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+ bold_start = re.match(r'^\*\*(.+?)\*\*(.*)$', stripped)
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+ if bold_start:
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+ bold_part = bold_start.group(1)
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+ rest = bold_start.group(2)
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+ rest = re.sub(r'\*\*(.+?)\*\*', r'[bold]\1[/bold]', rest)
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+ rest = re.sub(r'`([^`]+)`', r'[bright_cyan]\1[/bright_cyan]', rest)
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+ return f"[bold bright_green]{bold_part}[/bold bright_green]{rest}"
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+
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+ # Bullet points
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+ if stripped.startswith('- ') or stripped.startswith('* '):
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+ bullet_text = stripped[2:]
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+ bullet_text = re.sub(r'\*\*(.+?)\*\*', r'[bold]\1[/bold]', bullet_text)
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+ bullet_text = re.sub(r'`([^`]+)`', r'[bright_cyan]\1[/bright_cyan]', bullet_text)
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+ return f" [dim]•[/dim] {bullet_text}"
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+
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+ # Numbered lists
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+ numbered = re.match(r'^(\d+)\.\s+(.+)$', stripped)
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+ if numbered:
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+ num = numbered.group(1)
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+ text = numbered.group(2)
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+ text = re.sub(r'\*\*(.+?)\*\*', r'[bold]\1[/bold]', text)
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+ text = re.sub(r'`([^`]+)`', r'[bright_cyan]\1[/bright_cyan]', text)
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+ return f" [bright_cyan]{num}.[/bright_cyan] {text}"
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+
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+ # Regular line - handle inline formatting
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+ formatted = stripped
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+ formatted = re.sub(r'\*\*(.+?)\*\*', r'[bold]\1[/bold]', formatted)
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+ formatted = re.sub(r'`([^`]+)`', r'[bright_cyan]\1[/bright_cyan]', formatted)
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+
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+ return formatted
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+
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+ def _print_table(self, lines: list[str]):
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+ """Print a markdown table as a Rich table."""
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+ if len(lines) < 2:
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+ return
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+
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+ header_line = lines[0]
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+ headers = [h.strip() for h in header_line.split('|') if h.strip()]
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+
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+ table = Table(box=ROUNDED, show_header=True, header_style="bold bright_cyan")
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+ for h in headers:
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+ table.add_column(h)
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+
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+ for line in lines[2:]:
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+ if '---' in line:
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+ continue
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+ cells = [c.strip() for c in line.split('|') if c.strip()]
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+ if cells:
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+ # Color code values
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+ colored_cells = []
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+ for cell in cells:
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+ if cell.startswith('+') or cell.lower() in ['buy', 'bullish', 'strong buy']:
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+ colored_cells.append(f"[green]{cell}[/green]")
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+ elif cell.startswith('-') or cell.lower() in ['sell', 'bearish']:
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+ colored_cells.append(f"[red]{cell}[/red]")
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+ else:
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+ colored_cells.append(cell)
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+ table.add_row(*colored_cells)
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+
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+ console.print()
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+ console.print(Padding(table, (0, 2)))
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+
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+ async def quick_chart(self, symbol: str, period: str = "3mo"):
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+ """Generate a quick chart."""
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+ from sigma.tools.charts import create_price_chart
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+ chart = create_price_chart(symbol, period)
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+ console.print()
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+ console.print(chart)
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+ console.print()
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+
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+ async def quick_compare(self, symbols: list[str], period: str = "3mo"):
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+ """Generate a quick comparison chart."""
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+ from sigma.tools.charts import create_comparison_chart
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+ chart = create_comparison_chart(symbols, period)
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+ console.print()
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+ console.print(chart)
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+ console.print()
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+
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+ def _handle_lean_command(self, args: list[str]):
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+ """Handle /lean commands for LEAN Engine backtesting."""
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+ from sigma.tools.backtest import setup_lean_engine, run_lean_backtest, check_lean_status, get_available_strategies
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+
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+ if not args:
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+ # Show help menu
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+ strategies = get_available_strategies()
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+ console.print()
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+ console.print(Panel(
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+ "\n".join([
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+ "[bold cyan]LEAN Engine Backtesting[/bold cyan]",
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+ "",
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+ "[bold]Commands:[/bold]",
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+ " /lean setup - Setup LEAN Engine (one-time)",
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+ " /lean run <SYM> <STRAT> - Run comprehensive backtest",
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+ " /lean status - Check LEAN setup status",
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+ " /lean strategies - List available strategies",
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+ "",
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+ "[bold]Quick Start:[/bold]",
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+ " /lean run AAPL sma_crossover",
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+ " /lean run TSLA macd_momentum",
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+ " /lean run NVDA rsi_mean_reversion",
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+ "",
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+ "[bold]Available Strategies:[/bold]",
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+ *[f" [cyan]{name}[/cyan] - {s['description'][:50]}..." for name, s in list(strategies.items())[:3]],
485
+ " [dim]...use /lean strategies for full list[/dim]"
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+ ]),
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+ title="[bold bright_cyan]LEAN Backtest Engine[/bold bright_cyan]",
488
+ border_style="bright_blue"
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+ ))
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+ console.print()
491
+ return
492
+
493
+ subcmd = args[0].lower()
494
+
495
+ if subcmd == "help":
496
+ self._handle_lean_command([])
497
+ return
498
+
499
+ if subcmd == "strategies":
500
+ strategies = get_available_strategies()
501
+ console.print()
502
+ from rich.table import Table
503
+ table = Table(title="Available Backtest Strategies", border_style="bright_blue")
504
+ table.add_column("Strategy", style="cyan")
505
+ table.add_column("Description", style="dim")
506
+ table.add_column("Parameters", style="yellow")
507
+
508
+ for name, s in strategies.items():
509
+ params = ", ".join([f"{k}={v}" for k, v in s.get("default_params", {}).items()])
510
+ table.add_row(name, s["description"][:60], params[:40])
511
+
512
+ console.print(table)
513
+ console.print()
514
+ return
515
+
516
+ if subcmd == "status":
517
+ status = check_lean_status()
518
+ console.print()
519
+ console.print(Panel(
520
+ "\n".join([
521
+ f"[dim]Docker Installed:[/dim] {'[green]Yes[/green]' if status['docker_installed'] else '[red]No[/red]'}",
522
+ f"[dim]Docker Running:[/dim] {'[green]Yes[/green]' if status['docker_running'] else '[red]No[/red]'}",
523
+ f"[dim]LEAN Image:[/dim] {'[green]Pulled[/green]' if status['lean_image_pulled'] else '[yellow]Not pulled[/yellow]'}",
524
+ f"[dim]Workspace:[/dim] {'[green]Ready[/green]' if status['workspace_initialized'] else '[yellow]Not initialized[/yellow]'}",
525
+ "",
526
+ *status['instructions']
527
+ ]),
528
+ title="[bold bright_cyan]LEAN Engine Status[/bold bright_cyan]",
529
+ border_style="bright_blue"
530
+ ))
531
+ console.print()
532
+ return
533
+
534
+ if subcmd == "setup":
535
+ console.print()
536
+ console.print("[bright_cyan]Setting up LEAN Engine...[/bright_cyan]")
537
+ console.print()
538
+
539
+ result = setup_lean_engine()
540
+
541
+ for step in result["steps_completed"]:
542
+ console.print(f" [green]✓[/green] {step}")
543
+
544
+ for error in result.get("errors", []):
545
+ console.print(f" [red]✗[/red] {error}")
546
+
547
+ console.print()
548
+ if result["success"]:
549
+ console.print(Panel(
550
+ "\n".join(result["next_steps"]),
551
+ title="[bold bright_green]Setup Complete[/bold bright_green]",
552
+ border_style="green"
553
+ ))
554
+ else:
555
+ console.print(Panel(
556
+ "\n".join(result.get("next_steps", ["Setup failed. Check errors above."])),
557
+ title="[bold red]Setup Incomplete[/bold red]",
558
+ border_style="red"
559
+ ))
560
+ console.print()
561
+
562
+ elif subcmd == "run":
563
+ if len(args) < 3:
564
+ console.print("\n [red]Usage:[/red] /lean run <symbol> <strategy>\n")
565
+ console.print(" [dim]Strategies:[/dim] sma_crossover, rsi_mean_reversion, macd_momentum, bollinger_bands, dual_momentum, breakout\n")
566
+ return
567
+
568
+ symbol = args[1].upper()
569
+ strategy = args[2].lower()
570
+
571
+ console.print()
572
+ console.print(f"[bright_cyan]Running Comprehensive Backtest: {symbol} - {strategy}[/bright_cyan]")
573
+ console.print()
574
+
575
+ result = run_lean_backtest(symbol, strategy)
576
+
577
+ for step in result["steps"]:
578
+ console.print(f" [dim]>[/dim] {step}")
579
+
580
+ console.print()
581
+
582
+ if result["status"] == "success":
583
+ metrics = result.get("metrics", {})
584
+
585
+ # Performance metrics panel
586
+ perf = metrics.get("performance", {})
587
+ console.print(Panel(
588
+ "\n".join([
589
+ f" [bold cyan]Initial Capital:[/bold cyan] {perf.get('initial_capital', 'N/A')}",
590
+ f" [bold cyan]Final Equity:[/bold cyan] {perf.get('final_equity', 'N/A')}",
591
+ f" [bold cyan]Total Return:[/bold cyan] {perf.get('total_return', 'N/A')}",
592
+ f" [bold cyan]Annual Return:[/bold cyan] {perf.get('annual_return', 'N/A')}",
593
+ f" [bold cyan]Buy & Hold:[/bold cyan] {perf.get('buy_hold_return', 'N/A')}",
594
+ f" [bold cyan]Alpha:[/bold cyan] {perf.get('alpha', 'N/A')}",
595
+ ]),
596
+ title=f"[bold bright_green]Performance - {symbol} {strategy}[/bold bright_green]",
597
+ border_style="green"
598
+ ))
599
+
600
+ # Risk metrics panel
601
+ risk = metrics.get("risk", {})
602
+ console.print(Panel(
603
+ "\n".join([
604
+ f" [bold yellow]Max Drawdown:[/bold yellow] {risk.get('max_drawdown', 'N/A')}",
605
+ f" [bold yellow]Volatility:[/bold yellow] {risk.get('volatility', 'N/A')}",
606
+ f" [bold yellow]Sharpe Ratio:[/bold yellow] {risk.get('sharpe_ratio', 'N/A')}",
607
+ f" [bold yellow]Sortino Ratio:[/bold yellow] {risk.get('sortino_ratio', 'N/A')}",
608
+ f" [bold yellow]Calmar Ratio:[/bold yellow] {risk.get('calmar_ratio', 'N/A')}",
609
+ ]),
610
+ title="[bold bright_yellow]Risk Metrics[/bold bright_yellow]",
611
+ border_style="yellow"
612
+ ))
613
+
614
+ # Trade statistics panel
615
+ trades = metrics.get("trades", {})
616
+ console.print(Panel(
617
+ "\n".join([
618
+ f" [bold magenta]Total Trades:[/bold magenta] {trades.get('total_trades', 'N/A')}",
619
+ f" [bold magenta]Win Rate:[/bold magenta] {trades.get('win_rate', 'N/A')}",
620
+ f" [bold magenta]Profit Factor:[/bold magenta] {trades.get('profit_factor', 'N/A')}",
621
+ f" [bold magenta]Avg Win:[/bold magenta] {trades.get('avg_win', 'N/A')}",
622
+ f" [bold magenta]Avg Loss:[/bold magenta] {trades.get('avg_loss', 'N/A')}",
623
+ f" [bold magenta]Avg Holding:[/bold magenta] {trades.get('avg_holding_days', 'N/A')} days",
624
+ ]),
625
+ title="[bold bright_magenta]Trade Statistics[/bold bright_magenta]",
626
+ border_style="magenta"
627
+ ))
628
+
629
+ # Display charts
630
+ charts = result.get("charts", {})
631
+
632
+ if charts.get("equity_curve"):
633
+ console.print()
634
+ console.print(charts["equity_curve"])
635
+
636
+ if charts.get("drawdown"):
637
+ console.print()
638
+ console.print(charts["drawdown"])
639
+
640
+ if charts.get("trade_pnl"):
641
+ console.print()
642
+ console.print(charts["trade_pnl"])
643
+
644
+ if charts.get("monthly_returns"):
645
+ console.print()
646
+ console.print(charts["monthly_returns"])
647
+
648
+ # Recent trades table
649
+ trade_list = result.get("trades", [])
650
+ if trade_list:
651
+ console.print()
652
+ from rich.table import Table
653
+ table = Table(title="Recent Trades", border_style="dim")
654
+ table.add_column("Date", style="dim")
655
+ table.add_column("Action", style="bold")
656
+ table.add_column("Price", justify="right")
657
+ table.add_column("Shares", justify="right")
658
+ table.add_column("P&L", justify="right")
659
+
660
+ for trade in trade_list[-10:]:
661
+ action_style = "green" if trade.get("action") == "BUY" else "red"
662
+ pnl = trade.get("pnl")
663
+ pnl_str = f"${pnl:+,.2f}" if pnl else "-"
664
+ pnl_style = "green" if pnl and pnl > 0 else "red" if pnl else "dim"
665
+ table.add_row(
666
+ trade.get("date", ""),
667
+ f"[{action_style}]{trade.get('action', '')}[/{action_style}]",
668
+ f"${trade.get('price', 0):,.2f}",
669
+ str(trade.get("shares", "")),
670
+ f"[{pnl_style}]{pnl_str}[/{pnl_style}]"
671
+ )
672
+ console.print(table)
673
+
674
+ # Monthly returns
675
+ monthly = result.get("monthly_returns", [])
676
+ if monthly:
677
+ console.print()
678
+ from rich.table import Table
679
+ mtable = Table(title="Monthly Returns", border_style="dim")
680
+ mtable.add_column("Month", style="dim")
681
+ mtable.add_column("Return", justify="right")
682
+
683
+ for m in monthly[-12:]:
684
+ ret = m.get("return", 0)
685
+ ret_style = "green" if ret > 0 else "red"
686
+ mtable.add_row(m.get("month", ""), f"[{ret_style}]{ret:+.2f}%[/{ret_style}]")
687
+ console.print(mtable)
688
+
689
+ # QuantConnect instructions
690
+ console.print()
691
+ console.print(Panel(
692
+ "\n".join(result.get("quantconnect_instructions", [])),
693
+ title="[bold bright_blue]QuantConnect Cloud (Institutional Data)[/bold bright_blue]",
694
+ border_style="blue"
695
+ ))
696
+
697
+ else:
698
+ console.print(Panel(
699
+ f"[red]Error:[/red] {result.get('error', 'Unknown error')[:200]}",
700
+ title="[bold red]Backtest Failed[/bold red]",
701
+ border_style="red"
702
+ ))
703
+
704
+ # Always show the algorithm file location
705
+ if result.get("algorithm_file"):
706
+ console.print()
707
+ console.print(f" [dim]LEAN Algorithm saved:[/dim] {result['algorithm_file']}")
708
+ console.print()
709
+
710
+ elif subcmd == "status":
711
+ self._handle_lean_command([]) # Same as no args
712
+
713
+ else:
714
+ console.print(f"\n [red]Unknown lean command:[/red] {subcmd}")
715
+ console.print(" [dim]Available:[/dim] /lean setup, /lean run <symbol> <strategy>, /lean status\n")
716
+
717
+ def handle_command(self, cmd: str) -> bool:
718
+ """Handle slash command. Returns True to continue, False to quit."""
719
+ parts = cmd.strip().split()
720
+ command = parts[0].lower()
721
+ args = parts[1:] if len(parts) > 1 else []
722
+
723
+ if command in ["/quit", "/exit", "/q"]:
724
+ return False
725
+
726
+ elif command in ["/help", "/h", "/?"]:
727
+ print_help()
728
+
729
+ elif command == "/model":
730
+ if not args:
731
+ available = self.settings.get_available_providers()
732
+ console.print()
733
+ console.print(f" [dim]Current model:[/dim] [bright_cyan]{self._get_model_display()}[/bright_cyan]")
734
+ console.print(f" [dim]Available:[/dim] {', '.join(p.value for p in available)}")
735
+ console.print()
736
+ else:
737
+ try:
738
+ self.provider = LLMProvider(args[0].lower())
739
+ self.agent = None
740
+ console.print(f"\n [bright_green]✓[/bright_green] Switched to [bright_cyan]{self._get_model_display()}[/bright_cyan]\n")
741
+ except ValueError:
742
+ console.print(f"\n [red]✗[/red] Unknown provider: {args[0]}\n")
743
+
744
+ elif command == "/mode":
745
+ if not args:
746
+ console.print()
747
+ console.print(f" [dim]Current mode:[/dim] [bright_cyan]{self.mode}[/bright_cyan]")
748
+ console.print(f" [dim]Available:[/dim] default, technical, fundamental, quant")
749
+ console.print()
750
+ else:
751
+ mode = args[0].lower()
752
+ if mode in ["default", "technical", "fundamental", "quant"]:
753
+ self.mode = mode
754
+ console.print(f"\n [bright_green]✓[/bright_green] Switched to [bright_cyan]{mode}[/bright_cyan] mode\n")
755
+ else:
756
+ console.print(f"\n [red]✗[/red] Unknown mode: {mode}\n")
757
+
758
+ elif command == "/clear":
759
+ if self.agent:
760
+ self.agent.clear()
761
+ console.print("\n [bright_green]✓[/bright_green] Conversation cleared\n")
762
+
763
+ elif command == "/status":
764
+ console.print()
765
+ console.print(f" [dim]Provider:[/dim] [bright_cyan]{self.provider.value}[/bright_cyan]")
766
+ console.print(f" [dim]Model:[/dim] [bright_cyan]{self._get_model_display()}[/bright_cyan]")
767
+ console.print(f" [dim]Mode:[/dim] [bright_cyan]{self.mode}[/bright_cyan]")
768
+ available = self.settings.get_available_providers()
769
+ console.print(f" [dim]Available providers:[/dim] {', '.join(p.value for p in available)}")
770
+ if self.agent:
771
+ stats = self.agent.get_stats()
772
+ console.print(f" [dim]Tools called this session:[/dim] {stats['tools_called']}")
773
+ console.print()
774
+
775
+ elif command == "/chart":
776
+ if not args:
777
+ console.print("\n [red]Usage:[/red] /chart <symbol> [period]\n")
778
+ else:
779
+ symbol = args[0].upper()
780
+ period = args[1] if len(args) > 1 else "3mo"
781
+ try:
782
+ asyncio.get_event_loop().run_until_complete(self.quick_chart(symbol, period))
783
+ except RuntimeError:
784
+ asyncio.run(self.quick_chart(symbol, period))
785
+
786
+ elif command == "/compare":
787
+ if len(args) < 2:
788
+ console.print("\n [red]Usage:[/red] /compare <symbol1> <symbol2> ...\n")
789
+ else:
790
+ symbols = [s.upper() for s in args[:5]]
791
+ try:
792
+ asyncio.get_event_loop().run_until_complete(self.quick_compare(symbols))
793
+ except RuntimeError:
794
+ asyncio.run(self.quick_compare(symbols))
795
+
796
+ elif command == "/backtest":
797
+ if len(args) < 2:
798
+ console.print("\n [red]Usage:[/red] /backtest <symbol> <strategy>\n")
799
+ console.print(" [dim]Strategies:[/dim] sma_crossover, rsi_mean_reversion, macd_momentum, bollinger_bands, dual_momentum, breakout\n")
800
+ else:
801
+ symbol = args[0]
802
+ strategy = args[1]
803
+ try:
804
+ loop = asyncio.get_event_loop()
805
+ loop.run_until_complete(
806
+ self.process_query(f"Generate a {strategy} backtest for {symbol}")
807
+ )
808
+ except RuntimeError:
809
+ asyncio.run(
810
+ self.process_query(f"Generate a {strategy} backtest for {symbol}")
811
+ )
812
+
813
+ elif command == "/lean":
814
+ self._handle_lean_command(args)
815
+
816
+ else:
817
+ console.print(f"\n [red]Unknown command:[/red] {command}. Type /help for commands.\n")
818
+
819
+ return True
820
+
821
+ async def run(self):
822
+ """Run the interactive loop."""
823
+ print_banner(self._get_model_display())
824
+
825
+ while True:
826
+ try:
827
+ # Professional prompt
828
+ prompt_line = f"[bold bright_yellow]σ[/bold bright_yellow] [dim]›[/dim] "
829
+ query = console.input(prompt_line).strip()
830
+
831
+ if not query:
832
+ continue
833
+
834
+ # Handle commands
835
+ if query.startswith("/"):
836
+ if not self.handle_command(query):
837
+ console.print("\n [dim]Goodbye! May your trades be ever profitable.[/dim] 📈\n")
838
+ break
839
+ continue
840
+
841
+ # Process query
842
+ await self.process_query(query)
843
+
844
+ except KeyboardInterrupt:
845
+ console.print("\n")
846
+ continue
847
+ except EOFError:
848
+ console.print("\n [dim]Goodbye! May your trades be ever profitable.[/dim] 📈\n")
849
+ break
850
+ except Exception as e:
851
+ console.print(f"\n [red]Error:[/red] {str(e)}\n")
852
+
853
+
854
+ def main():
855
+ """Main entry point."""
856
+ import argparse
857
+
858
+ parser = argparse.ArgumentParser(
859
+ prog="sigma",
860
+ description="Sigma - Institutional-Grade Financial Research Agent",
861
+ formatter_class=argparse.RawDescriptionHelpFormatter,
862
+ epilog="""
863
+ Examples:
864
+ sigma Start interactive mode
865
+ sigma --setup Run setup wizard
866
+ sigma "Analyze AAPL" Direct query mode
867
+ sigma --version Show version
868
+
869
+ Inside Sigma:
870
+ /help Show all commands
871
+ /model openai Switch to OpenAI
872
+ /lean run TSLA macd Run backtest
873
+ """
874
+ )
875
+
876
+ parser.add_argument(
877
+ "query",
878
+ nargs="?",
879
+ help="Direct query to analyze (optional)"
880
+ )
881
+ parser.add_argument(
882
+ "--setup",
883
+ action="store_true",
884
+ help="Run the setup wizard"
885
+ )
886
+ parser.add_argument(
887
+ "--reset",
888
+ action="store_true",
889
+ help="Reset configuration and run setup"
890
+ )
891
+ parser.add_argument(
892
+ "--version", "-v",
893
+ action="version",
894
+ version=f"Sigma {VERSION}"
895
+ )
896
+ parser.add_argument(
897
+ "--model", "-m",
898
+ choices=["openai", "anthropic", "google", "groq", "xai", "ollama"],
899
+ help="Override default AI model"
900
+ )
901
+
902
+ args = parser.parse_args()
903
+
904
+ # Handle setup
905
+ from sigma.setup import ensure_setup, run_setup, is_setup_complete, CONFIG_DIR
906
+ import shutil
907
+
908
+ if args.reset:
909
+ if CONFIG_DIR.exists():
910
+ shutil.rmtree(CONFIG_DIR)
911
+ run_setup(force=True)
912
+ elif args.setup:
913
+ run_setup(force=True)
914
+ else:
915
+ # Ensure setup is done
916
+ ensure_setup()
917
+
918
+ # Create UI with optional model override
919
+ ui = SigmaUI()
920
+ if args.model:
921
+ try:
922
+ ui.provider = LLMProvider(args.model)
923
+ ui.agent = None # Force agent reload
924
+ except ValueError:
925
+ pass
926
+
927
+ # Handle direct query or interactive mode
928
+ if args.query:
929
+ # Direct query mode
930
+ async def run_query():
931
+ print_banner(ui._get_model_display())
932
+ await ui.process_query(args.query)
933
+
934
+ try:
935
+ asyncio.run(run_query())
936
+ except KeyboardInterrupt:
937
+ console.print("\n")
938
+ else:
939
+ # Interactive mode
940
+ try:
941
+ asyncio.run(ui.run())
942
+ except KeyboardInterrupt:
943
+ console.print("\n [dim]Goodbye! May your trades be ever profitable.[/dim]\n")
944
+
945
+
946
+ if __name__ == "__main__":
947
+ main()