tradeagent 1.0.0__tar.gz

tradeagent-1.0.0/.gitignore

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+.venv/
+work/
+*.snapshot.json
+__pycache__/
+*.py[cod]
+*.egg-info/
+.pytest_cache/
+.ruff_cache/
+build/
+dist/
+.env
+.env.*
+!*.example.*
+config/config.json
+config/risk.json
+config/*.local.*
+data/*
+!data/.gitkeep
+*token*.json
+*credentials*
+*.sqlite*
+*.db
+*.log
+*.jsonl
+
+
+.codex/
+.tokens/
+*.pem
+*.key
+secrets.*
+
+# Operator artifacts are never source inputs
+*.lock
+*.lease
+*.jsonl.*
+*.cookie*
+*session*.json
+*auth*.json
+*.p12
+*.pfx
+config/*policy.local.*
+
+# Internal assistant handoffs belong in ignored local work
+GPT_HANDOFF.md

tradeagent-1.0.0/AGENTS.md

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+# Contributor instructions
+
+TradeAgent is a prospective quantitative laboratory with a separate execution substrate.
+Read README, docs/architecture.md and docs/research-protocol.md before changing the loop.
+
+- Strategies receive market snapshots and produce immutable Predictions, never account
+  state, broker intents or execution authorization. Keep all enabled versions in shadow.
+- Keep exact version/implementation identity, availability timestamps, append-only
+  evidence, independent synthetic/replay pools and frozen challenger evaluation rules.
+- Preserve losing history, explicit promotion/rejection/retirement and prior-only selector state.
+- Daily learning changes statistical state; it does not rewrite source or observations.
+- Preserve the execution substrate's durable submission identity, capital bounds,
+  locks, fill persistence, recovery and reconciliation. Legacy control workflows are
+  optional compatibility code and must not enter the default research path.
+- Use mock brokers and new synthetic local Linux state. Never read or modify operator
+  runtime state, credentials or signing artifacts during development. No real trading
+  without a separate explicit operational request.
+- Preserve vendor files, licenses and docs/UPSTREAM_PROVENANCE.json. Regenerate the
+  optional legacy manifest after source changes with check_project.py --update-manifest;
+  it is not a research trading gate. Preserve unrelated user work.
+
+Validation:
+
+```bash
+python -m pytest -q
+ruff check src tests scripts
+ruff format --check src tests scripts
+python -m compileall -q src
+python -m build
+python -m twine check dist/*
+python scripts/check_project.py
+tradeagent demo --demo-dir work/fresh-rsi-demo
+```
+
+Commit only source and sanitized reproducible artifacts. Never commit runtime DBs,
+private reports, authentication files or real-account data. Keep internal handoffs and validation evidence under ignored work/ only; never
+commit AI handoff artifacts. Public docs describe the software and its operation.

tradeagent-1.0.0/CHANGELOG.md

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+# Changelog
+
+## 1.0.0 — 2026-10-16
+
+Python distribution version: `1.0.0`. First stable release.
+
+- `tradeagent dashboard`: a local web dashboard. Today's session as a
+  timeline with the scheduled steps, every frozen AI decision with Codex's thesis,
+  catalyst, invalidation and sources, per-arm results against SPY and Random (verdicts
+  only after 20 paired sessions), the strategy lab's weights, and live/paper trades
+  with fills, P&L and the execution timeline. Finds installed timers and the live run
+  automatically; English and Simplified Chinese; light and dark. Loopback only, GET
+  only, Host-checked, strict CSP, SQLite opened read-only; never reads tokens.
+- READMEs rewritten: a TL;DR up top, dashboard screenshots, about a third shorter;
+  details moved to `docs/` (new `docs/dashboard.md`). The Chinese README and dashboard
+  copy are written natively rather than translated.
+
+## 1.0.0-beta.9 — 2026-10-15
+
+Python distribution version: `1.0.0b9`. First release published to PyPI
+(`pipx install tradeagent`).
+
+- Robinhood MCP updates are checked for compatibility instead of an exact version and
+  schema pin. Additive changes (new optional inputs, new response fields, new tools)
+  keep trading working and are reported by `live-check`; incompatible changes to equity
+  or account tools fail closed with the tool and reason; a broken option tool disables
+  only option features. Both real past upgrades replay as compatible. Legacy
+  Codex/canary paths keep the strict pin.
+- `tradeagent doctor`: offline setup checklist with the next command to run.
+- `tradeagent login` / `logout`: browser sign-in to the official Robinhood Trading MCP
+  (standard OAuth discovery, dynamic client registration and PKCE). The access and
+  refresh tokens are stored owner-only; the engine still obtains tokens only through the external
+  helper, which `login` installs at the existing default path.
+- `login` creates `~/.config/tradeagent/tradeagent.toml`; LIVE commands use it when
+  `--config` is omitted. `state_dir` and `oauth_helper` now have per-user defaults.
+- `tradeagent` with no arguments prints grouped help. `demo`, `run-once --paper` and
+  `live-check` add a short human summary on interactive terminals; JSON on stdout is
+  unchanged. `live-check` names the missing sign-in instead of a generic failure.
+- Tests isolate HOME/XDG directories so they never see a developer's real config.
+- README rewritten for new users, with a Simplified Chinese version (`README.zh-CN.md`)
+  linked from the top of each: comparison with existing tools, two-minute tour,
+  safety guarantees and honest results status.
+
+## 1.0.0-beta.8 — 2026-10-15
+
+Python distribution version: `1.0.0b8`.
+
+- Add isolated event-driven v6: official SEC submissions/original disclosures,
+  declared fair access, deduplicated prospective events and budgeted subscription
+  Codex interpretation. Historical connectivity never becomes a live opportunity.
+- Independent Fast, Delayed and Quant+Codex arms share the appropriate fresh
+  quotes, with 1/3/5 subsequent-session close observations and corporate-action
+  evidence checks. Match incremental comparisons and cluster by entry session.
+- Add four independent SHADOW workers/timers and a read-only v5 supplement with
+  pairwise delays, separate benchmark cohorts and completeness by session period.
+  Preserve existing protocols, installed environments, timers and v5 priority guard.
+
+## 1.0.0-beta.7 — 2026-10-15
+
+Python distribution version: `1.0.0b7`.
+
+- Add isolated continuous Quant SHADOW v5, five-minute rolling discovery and real
+  forward bid/ask observations at 1/3/5/10-minute delays and a common signal+60m exit.
+- Freeze signal transitions, liquidity, uncalibrated forecasts, costs and the eligible
+  basket. Preserve missing and stale signals; compare matched delays by session clusters.
+- Independent SQLite/captures and systemd units; no LLM calls or broker writes.
+  Existing v1/v2 captures take priority and v3/v4 activation remains unchanged.
+
+## 1.0.0-beta.6 — 2026-10-15
+
+Python distribution version: `1.0.0b6`.
+
+- Add isolated `daily-call-put-v4`: signed Quant and independent Codex Price/News
+  choices use long Calls/Puts, genuine entry ask/exit bid, whole-contract allocation,
+  idle cash and explicit modeled fees. Equity, SPY and CASH remain separate controls.
+- Existing minutely SHADOW pipeline captures endpoints and generates daily reports.
+  The 11:00 ET capture avoids v1/v2 Codex windows and checks their service activity.
+- Persist option-data HTTP 403 as an access blocker and suppress automatic retries.
+  Timer enablement requires successful genuine prospective Call and Put cycles;
+  prepare-only installs a verified disabled timer. V1/v2/v3 history remains frozen.
+
+## 1.0.0-beta.5 — 2026-10-14
+
+Python distribution version: `1.0.0b5`.
+
+- Existing daily SHADOW ticks generate `daily-report.md` with frozen P&L, quote/cost
+  details, candidate coverage, and separately labeled exploratory basket, ranking,
+  disagreement and news comparisons. Missing evidence remains explicit.
+- `python -m tradeagent.prospective.daily --report-only --state-dir PATH --protocol NAME`
+  regenerates the derived report without collection, inference or a decision tick.
+- Preserve v1/v2 selection rules, frozen observations, windows and costs; v3 remains
+  dependent on genuine option quotes and explicit operator enablement.
+
+## 1.0.0-beta.4 — 2026-10-13
+
+Python distribution version: `1.0.0b4`. Supersedes the unpublished beta.3.
+
+- New `daily-news-v2` SHADOW experiment: at 10:30 ET two concurrent Codex assessments of the
+  same three candidates share one prompt, schema, model and deadline and differ only in web
+  access (live search with cited, dated sources vs. search disabled). Both get the same entry,
+  exit and costs, alongside Quant only, Quant + news Codex and seeded Random.
+  Install it with `install_shadow.py --daily --protocol daily-news-v2` and its own state
+  directory. `daily-four-arm-v1` is unchanged.
+- `daily-status.json` now reports each arm's net return in excess of the benchmark over the
+  same window, and paired excess differences with standard errors, so an arm that is simply
+  long more often in a rising market no longer looks like skill.
+- Exit-only recovery and read-only reconciliation keep working when Robinhood bumps the MCP
+  server version without changing tool schemas. New entries still require the reviewed version.
+- The Codex event parser ignores blank lines.
+
+## 1.0.0-beta.3 — 2026-10-12
+
+Python distribution version: `1.0.0b3`.
+
+- Review and pin the authenticated Robinhood MCP 1.7.3 broker contracts.
+- Retain any-agent provenance without filtering account orders or changing ownership.
+- Permit exact legacy-contract journal inspection through read-only reconciliation; saved reviews and write recovery remain blocked on contract mismatch.
+- Preserve owner limits, execution authorization, SHADOW capability and frozen research protocols.
+
+## 1.0.0-beta.2 — 2026-10-12
+
+Python distribution version: `1.0.0b2`.
+
+- Isolate SHADOW market collection to the two existing pinned market-data contracts.
+- Batch quote requests at 20 symbols to preserve previous-session close references.
+- Preserve full LIVE broker contract validation and review/place/cancel authorization.
+- Preserve strategy identities, daily-four-arm-v1, scheduled windows and existing evidence.
+
+## [1.0.0-beta.1](https://github.com/danielye0010/TradeAgent/releases/tag/v1.0.0-beta.1) — 2026-10-09
+
+First packaged beta release. Python distribution version: `1.0.0b1`.
+
+- Market scanning, immutable forecasts and cost-aware quantitative TradePlans.
+- Scheduled SHADOW comparison of Quant Only, Codex Only, Quant + Codex and seeded Random.
+- Separate, explicitly owner-authorized US equity/ETF execution through the official
+  Robinhood Trading MCP, with durable order identity, reconciliation and recovery.
+- Synthetic research demos and simulated broker lifecycles.
+- Linux support with Python 3.12–3.14; wheel, source distribution and SHA-256 checksums.
+- Clarified installation, research/LIVE boundaries and release validation.
+
+Prospective profitability and Codex uplift are not established. SHADOW results are
+modeled outcomes, not actual fills. This packaging release preserves strategy
+identities and persisted protocol versions.

tradeagent-1.0.0/CONTRIBUTING.md

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+# Contributing
+
+Implement focused changes and validate them against real repository files.
+Read [Architecture](docs/architecture.md) and [Research protocol](docs/research-protocol.md).
+
+Install `python -m pip install -e ".[dev]"`. Run the checks in [AGENTS.md](AGENTS.md).
+Tests and demos must use mocked brokers and fresh synthetic local state.
+
+Preserve immutable evidence and execution correctness. Introduce new strategy versions
+rather than changing registered parameters or implementation hashes. A successful
+run verifies software; it does not establish alpha or profitability.
+
+Never commit credentials, private keys, account identifiers or runtime state.
+Retain upstream attribution and byte-identical vendored sources.

tradeagent-1.0.0/LICENSE

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tradeagent-1.0.0/MANIFEST.in

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+include .gitignore README.md README.zh-CN.md CHANGELOG.md LICENSE THIRD_PARTY.md CONTRIBUTING.md SECURITY.md AGENTS.md
+recursive-include config *.example.json *.template.json
+recursive-include docs *.md *.json
+recursive-include scripts *.py
+recursive-include tests *.py
+recursive-include licenses *.txt
+
+include src/tradeagent/owner.example.toml