trading-r1 0.1.0__tar.gz

trading_r1-0.1.0/.github/ISSUE_TEMPLATE/bug.yml

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+name: Bug
+description: Something does not work.
+labels: [bug]
+body:
+  - type: input
+    id: version
+    attributes:
+      label: Version
+      description: The output of `trading-r1 --version`.
+    validations:
+      required: true
+  - type: input
+    id: model
+    attributes:
+      label: Model
+      description: The model in use, and your operating system.
+    validations:
+      required: true
+  - type: textarea
+    id: what
+    attributes:
+      label: What happened
+      description: What you did, what you expected and what happened. Remove keys and anything private.
+    validations:
+      required: true

trading_r1-0.1.0/.github/ISSUE_TEMPLATE/config.yml

@@ -0,0 +1,8 @@
+blank_issues_enabled: false
+contact_links:
+  - name: Security problem
+    url: https://github.com/TauricResearch/Trading-R1/security/advisories/new
+    about: Report it privately. Do not open an issue.
+  - name: Question
+    url: https://discord.com/invite/hk9PGKShPK
+    about: Ask on Discord.

trading_r1-0.1.0/.github/ISSUE_TEMPLATE/feature.yml

@@ -0,0 +1,11 @@
+name: Feature
+description: Something it should do.
+labels: [enhancement]
+body:
+  - type: textarea
+    id: what
+    attributes:
+      label: What you want to do
+      description: The task, and what gets in the way today.
+    validations:
+      required: true

trading_r1-0.1.0/.github/workflows/ci.yml

@@ -0,0 +1,28 @@
+name: CI
+
+on:
+  push:
+    branches: [main]
+    tags: ["v*"]
+  pull_request:
+  workflow_dispatch:
+
+jobs:
+  smoke:
+    runs-on: ${{ matrix.os }}
+    env:
+      UV_PYTHON: ${{ matrix.python }}
+    strategy:
+      fail-fast: false
+      matrix:
+        python: ["3.12", "3.14"]
+        os: [ubuntu-latest, macos-latest]
+    steps:
+      - uses: actions/checkout@v7
+      - uses: astral-sh/setup-uv@v10.3.3
+      - uses: oven-sh/setup-bun@v2
+      - run: uv python install ${{ matrix.python }}
+      - run: uv sync --locked
+      - run: make lint
+      - run: make smoke
+      - run: uv tool install . && trading-r1 --version

trading_r1-0.1.0/.github/workflows/release.yml

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+name: Release
+
+# Publishes to PyPI when a version tag is pushed. Uses PyPI Trusted Publishing: no token is
+# stored; register this repository and workflow as a trusted publisher on PyPI first.
+on:
+  push:
+    tags: ["v*"]
+
+jobs:
+  publish:
+    runs-on: ubuntu-latest
+    environment: pypi
+    permissions:
+      id-token: write
+      contents: read
+    steps:
+      - uses: actions/checkout@v7
+      - uses: astral-sh/setup-uv@v10.3.3
+      - run: uv python install 3.12
+      - uses: oven-sh/setup-bun@v2
+      - run: uv sync --locked
+      - run: make smoke
+      # PyPI renders the README without the repository around it: point its links at the tag.
+      - name: Absolute links for the package page
+        run: |
+          raw="https://raw.githubusercontent.com/${{ github.repository }}/${{ github.ref_name }}"
+          blob="https://github.com/${{ github.repository }}/blob/${{ github.ref_name }}"
+          sed -i -E "s#(src|srcset)=\"assets/#\1=\"${raw}/assets/#g" README.md
+          sed -i -E "s#\]\((LICENSE|CONTRIBUTING|CHANGELOG|MANUAL)#](${blob}/\1#g" README.md
+      - run: uv build
+      - uses: pypa/gh-action-pypi-publish@release/v1

trading_r1-0.1.0/.gitignore

@@ -0,0 +1,20 @@
+# Python
+__pycache__/
+*.py[cod]
+*.egg-info/
+.venv/
+.ruff_cache/
+build/
+dist/
+
+# Node
+node_modules/
+
+# Environment
+.env
+.env.*
+
+# Editors and OS
+.idea/
+.vscode/
+.DS_Store

trading_r1-0.1.0/.python-version

@@ -0,0 +1 @@
+3.12

trading_r1-0.1.0/CHANGELOG.md

@@ -0,0 +1,15 @@
+# Changelog
+
+## [0.1.0] (2026-11-04)
+
+First official release of Trading-R1, the terminal for financial research and analysis by
+[Tauric Research](https://tauric.ai/).
+
+- Ask a question, and the agent pulls market data, reads the web, runs the numbers and writes a
+  cited report.
+- 68 tools and 17 workflow skills: company, market and macro data; valuation, risk, portfolio,
+  statistics, fixed income and derivatives.
+- Models: Tauric, OpenAI, Anthropic, Gemini, vLLM and Ollama.
+- Reports as PDF, Markdown or an HTML page, sent to Telegram, email or a folder.
+- Scheduled reports, a background service for Linux and macOS, and Telegram replies.
+- Session sync to your Tauric account, on by default, and `SKILL.md` workflows of your own.

trading_r1-0.1.0/CONTRIBUTING.md

@@ -0,0 +1,28 @@
+# Contributing
+
+Issues and pull requests are welcome. Report a security problem
+[privately](https://github.com/TauricResearch/Trading-R1/security/advisories/new), not in an issue.
+
+## Issues
+
+Use the issue forms. Give the output of `trading-r1 --version`, the model, what you did, what you
+expected and what happened. Remove keys and anything private first.
+
+## Pull requests
+
+- Keep one change to a pull request, and say what it does and why.
+- Open an issue first for a large change or a new dependency.
+- Run `make lint` and `make smoke`. Both must pass.
+
+## Standards
+
+- Python 3.12 or later, formatted and linted by `ruff`. TypeScript formatted by Biome.
+- Every source file opens with the copyright and SPDX lines.
+- Layers import downward: `contract`, `state` and `providers`, then `runtime`, then `tools` and
+  `service`. `runtime` does not import `tools`.
+- Tools report expected failures with `ToolError` and do not raise anything else. Every price tool
+  goes through `tools/data/pricing.py`.
+- Comments say what the code does or a constraint a reader must know, not its history.
+- User-facing text is short and plain. Use no em dash, en dash or middle dot.
+- `tui/src/lib/events.gen.ts` and `assets/taxonomy.svg` are generated. Leave them to a maintainer.
+- Do not commit credentials or machine-specific paths and hosts.

trading_r1-0.1.0/LICENSE

@@ -0,0 +1,201 @@
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trading_r1-0.1.0/MANUAL.md

@@ -0,0 +1,115 @@
+# Trading-R1 manual
+
+Each command takes `--help`, which also lists the less common commands and options.
+
+## Commands
+
+| Command | Does |
+|---|---|
+| `trading-r1 [QUESTION]` | Open the terminal. `--profile NAME`, `--mode MODE` |
+| `trading-r1 serve` | Run the backend alone, in the foreground |
+| `trading-r1 export ID` | Write a report. `--format pdf\|md\|html`, `-o FILE`, `--send CHANNELS` |
+| `trading-r1 sessions list`, `delete ID` | Your sessions; delete one here and its copy in your account |
+| `trading-r1 channels add KIND`, `list`, `test NAME`, `remove NAME` | Your channels |
+| `trading-r1 jobs add`, `list`, `run ID`, `runs ID`, `remove ID` | Your scheduled reports, and what each run did |
+| `trading-r1 secrets set NAME`, `list`, `delete NAME` | Stored keys, passwords and tokens |
+| `trading-r1 daemon install`, `status`, `logs`, `uninstall` | The background service |
+| `trading-r1 sync status`, `on`, `off`, `pull [ID]` | Session sync; `pull` gets a session back from your account |
+
+`sessions`, `jobs` and most of `sync` need a running backend: the terminal's, the service, or
+`trading-r1 serve`.
+
+## Settings
+
+Open **Settings** from the palette.
+
+| Setting | Does | Default |
+|---|---|---|
+| Verification | Check the report's figures against the records and recompute the worked-out ones. Takes about twice the time and tokens. | off |
+| Source review | Check the report against its sources. Ignored when Verification is on. | off |
+| Default mode | The mode the app opens in. | auto |
+| Auto-compact | Compact the context before it fills the model's window. | on |
+| Show reasoning | The model's thinking in the transcript. | on |
+| Tool details | `brief` shows a tool call's values; `full` shows every argument by name. | brief |
+| Side panel | The plan, data records and sources beside the transcript. | on |
+| Also save as Markdown, HTML page | Files saved beside a report's PDF. | Markdown on, page off |
+| Session sync | Copy your sessions to your Tauric account. | on |
+| Remembered notes… | View or delete what the agent has noted about you. | |
+
+## Reports, channels and jobs
+
+`TR1_REPORTS_DIR` changes the reports folder. Reports the PDF font cannot draw, such as Chinese or
+Japanese, become an HTML page.
+
+```bash
+trading-r1 channels add telegram
+trading-r1 channels add email --preset gmail --to me@example.com   # asks for the app password
+trading-r1 channels add folder --path briefs
+trading-r1 channels test telegram
+trading-r1 export SESSION_ID --format pdf -o report.pdf            # or md, html; --turn N
+trading-r1 export SESSION_ID --send telegram,email
+```
+
+For Gmail, turn on 2-Step Verification and make an app password in your Google account. Other
+providers take `--host`, `--port` and `--username`.
+
+```bash
+trading-r1 jobs add --name "Morning brief" --every weekdays --time 08:00 --tz America/New_York \
+    --prompt "What moved my watchlist overnight? NVDA, AAPL, MSFT." --deliver email,telegram
+trading-r1 jobs add --name "Weekly review" --every week --weekday fri --time 17:00 \
+    --prompt "Review my portfolio's week." --deliver email
+trading-r1 jobs list
+```
+
+`--cron` takes any five-field expression, and `--at 2027-01-04T08:00:00-05:00` runs once.
+`--profile` and `--mode` pin the model and mode. Jobs run unattended, so they cannot ask you a
+question.
+
+## Session sync
+
+Sync is on by default with a Tauric key, whichever model you use: your sessions, with their
+questions, model requests and responses and tool results, are copied to your account at
+`api.tauric.ai`. Turn it off under *Settings > Session sync* or with `trading-r1 sync off`.
+
+## Your data and keys
+
+- `trading-r1 secrets set` and the key forms store keys in `~/.trading-r1/credentials.json`, and
+  `trading-r1 daemon install` copies them to `~/.trading-r1/daemon.env`. Only you can read these
+  files, but your own processes and any backup tool that copies the folder can too.
+- Sessions, notes and settings are plain files under `~/.trading-r1/`.
+- The backend listens on `127.0.0.1` by default, and every route but its liveness check needs a
+  bearer token, kept in a file only you can read. Do not expose it to a network you do not trust.
+- The agent can read web pages and call the data API on your behalf, and sends what it reads to
+  the model you selected.
+- Reports go to your channels through those services (your mail provider, Telegram). With `reply`
+  on, the private chat paired with your Telegram bot can ask the agent questions.
+
+## Configuration
+
+Keys are read from the environment, then from `~/.trading-r1/credentials.json`. Settings, channels
+and model profiles are in the same folder (`TR1_HOME` moves it).
+
+| Variable | Does |
+|---|---|
+| `TR1_PROFILE` | The model to start on |
+| `TR1_REPORTS_DIR` | The reports folder |
+| `TR1_SKILLS_DIR` | One more folder of skills |
+| `TR1_PORT` | The backend's port |
+| `TR1_VLLM_BASE_URL` | Your vLLM server's address, such as `http://gpu-box:8000/v1` |
+| `TR1_<NAME>_BASE_URL`, `TR1_<NAME>_MODEL`, `TR1_<NAME>_API_KEY` | One model's address, model and key |
+
+To add a model, give it a profile in `~/.trading-r1/providers.json`:
+
+```json
+{"profiles": {"my-qwen": {"extends": "vllm", "base_url": "http://gpu-box:9000/v1",
+                          "reader_profile": "my-qwen"}}}
+```
+
+Profiles with their own address send no key unless they name one (`"api_key_env": "MY_KEY"`). Those
+that extend a hosted profile keep its key, so name the key they should send.
+
+## Adding a skill
+
+Skills are `SKILL.md` files that tell the agent how to do a kind of work with its tools. Put one in
+`./skills/my-recipe/SKILL.md` under the folder you start from, or in `TR1_SKILLS_DIR`. Skills with a
+built-in's name replace it.

trading_r1-0.1.0/Makefile

@@ -0,0 +1,26 @@
+# Trading-R1: development entrypoints. `make help` lists targets.
+.DEFAULT_GOAL := help
+.PHONY: help dev lint smoke
+
+help:  ## list targets
+	@grep -E '^[a-z-]+:.*##' $(MAKEFILE_LIST) | sed 's/:.*##/\t/' | sort
+
+dev:  ## run the service with auto-reload
+	uv run trading-r1 serve --reload
+
+lint:  ## ruff and Biome
+	uv run ruff check .
+	uv run ruff format --check .
+	cd tui && bunx @biomejs/biome@2.6.4 format .
+
+smoke:  ## the command runs, the backend answers, the terminal UI typechecks
+	uv run trading-r1 --version
+	for c in serve export sessions channels jobs secrets daemon sync; do \
+	  uv run trading-r1 $$c --help > /dev/null || exit 1; done
+	home=$$(mktemp -d); port=$$(uv run python -c "import socket; s = socket.socket(); s.bind(('127.0.0.1', 0)); print(s.getsockname()[1])"); \
+	TR1_HOME=$$home TR1_PORT=$$port uv run trading-r1 serve & pid=$$!; \
+	ok=1; for i in $$(seq 1 30); do \
+	  kill -0 $$pid 2>/dev/null || break; \
+	  curl -sf http://127.0.0.1:$$port/livez > /dev/null && { ok=0; break; }; sleep 1; done; \
+	kill $$pid 2>/dev/null; wait $$pid 2>/dev/null; exit $$ok
+	cd tui && bun install --frozen-lockfile && bunx tsc --noEmit