tradingcodex 0.1.0__tar.gz

tradingcodex-0.1.0/CONTRIBUTING.md

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+# Contributing to TradingCodex
+
+TradingCodex is an Apache-2.0 open-core project. The core repository is meant
+to be easy to study, fork, extend, and use commercially, while official
+commercial offerings, hosted services, verified adapters, enterprise packs,
+and TradingCodex marks may be governed by separate terms.
+
+## License of Contributions
+
+Unless explicitly agreed otherwise in writing, every contribution intentionally
+submitted for inclusion in this repository is submitted under the Apache
+License, Version 2.0.
+
+TradingCodex uses an inbound-equals-outbound contribution model: by
+contributing, you agree that your contribution can be distributed under the
+same Apache-2.0 license used by the project.
+
+## Developer Certificate of Origin
+
+Contributors must certify that they have the right to submit their work by
+using the Developer Certificate of Origin 1.1 (DCO):
+
+https://developercertificate.org/
+
+Add a sign-off line to every commit:
+
+```text
+Signed-off-by: Your Name <you@example.com>
+```
+
+Git can add it automatically:
+
+```bash
+git commit -s
+```
+
+## Product and Safety Rules
+
+Before changing product rules, generated workspace behavior, subagent roles,
+guardrails, MCP tools, policy behavior, Admin operations, or execution flows,
+read the docs in `docs/` and update the relevant docs in the same change.
+
+Important boundaries:
+
+- Live broker adapters are not part of the open core unless explicitly added
+  by a future product decision.
+- Do not commit broker API keys, credentials, tokens, private account data, or
+  other secrets.
+- Executable trading actions must continue to flow through TradingCodex
+  service-layer policy, approval, adapter, and audit checks.
+- Public equity is the deepest first investing sleeve, but changes should
+  preserve the broader multi-asset direction.
+
+## Trademarks and Commercial Use
+
+The Apache-2.0 license grants copyright and patent permissions for the code.
+It does not grant rights to use TradingCodex names, logos, or official product
+branding. See `TRADEMARKS.md`.
+
+Forks and integrations are welcome, but they should avoid implying that they
+are official TradingCodex distributions, hosted services, or verified adapters
+unless the project maintainer has granted written permission.

tradingcodex-0.1.0/LICENSE

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tradingcodex-0.1.0/MANIFEST.in

@@ -0,0 +1,13 @@
+include LICENSE
+include NOTICE
+include CONTRIBUTING.md
+include TRADEMARKS.md
+include installation.md
+include install.sh
+recursive-include assets *
+recursive-include docs *
+recursive-include workspace_templates *
+recursive-include workspace_templates .*
+recursive-include tradingcodex_service/templates *
+recursive-include static *
+global-exclude *.py[cod]

tradingcodex-0.1.0/NOTICE

@@ -0,0 +1,24 @@
+TradingCodex
+Copyright 2026 TradingCodex Authors
+
+This product includes software developed by the TradingCodex project.
+
+Unless a file, directory, or separately distributed artifact states otherwise,
+the source code, generated workspace templates, and project documentation in
+this repository are licensed under the Apache License, Version 2.0.
+
+The name "TradingCodex", future TradingCodex logos, and other TradingCodex
+project marks are trademarks or service marks of their respective owners.
+The Apache License, Version 2.0 does not grant trademark rights. See
+TRADEMARKS.md for project trademark guidance.
+
+Generated workspaces are scaffolds copied from this repository. The copied
+TradingCodex scaffold files remain under the repository license unless marked
+otherwise. User-created research notes, portfolio data, order artifacts,
+configuration secrets, and other user-provided content remain owned by the
+user unless the user separately chooses to license them.
+
+Hosted services, managed deployments, verified broker or market-data adapters,
+enterprise policy packs, compliance packs, support agreements, and other
+official commercial offerings may be distributed under separate commercial
+terms.

tradingcodex-0.1.0/PKG-INFO

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+Metadata-Version: 2.4
+Name: tradingcodex
+Version: 0.1.0
+Summary: Codex-native trading harness with a Django service plane and MCP execution boundary.
+Author: TradingCodex Authors
+License-Expression: Apache-2.0
+Keywords: trading,django,codex,mcp,portfolio,research
+Classifier: Development Status :: 3 - Alpha
+Classifier: Framework :: Django
+Classifier: Framework :: Django :: 5.2
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.14
+Classifier: Topic :: Office/Business :: Financial :: Investment
+Requires-Python: <3.15,>=3.14
+Description-Content-Type: text/markdown
+License-File: LICENSE
+License-File: NOTICE
+Requires-Dist: django<5.3,>=5.2
+Requires-Dist: django-ninja<2,>=1.4
+Requires-Dist: markdown-it-py<5,>=3
+Requires-Dist: nh3<0.4,>=0.3
+Requires-Dist: pydantic>=2
+Provides-Extra: dev
+Requires-Dist: pytest>=8; extra == "dev"
+Requires-Dist: PyYAML>=6; extra == "dev"
+Dynamic: license-file
+
+<p align="center">
+  <img src="assets/tradingcodex-banner.svg" alt="TradingCodex" width="100%">
+</p>
+
+<div align="center">
+  <a href="https://github.com/monarchjuno/tradingcodex/actions/workflows/ci.yml"><img alt="CI" src="https://img.shields.io/github/actions/workflow/status/monarchjuno/tradingcodex/ci.yml?branch=main&label=CI"></a>
+  <a href="https://github.com/monarchjuno/tradingcodex/releases"><img alt="Release" src="https://img.shields.io/github/v/release/monarchjuno/tradingcodex?include_prereleases&label=release"></a>
+  <a href="https://pypi.org/project/tradingcodex/"><img alt="PyPI" src="https://img.shields.io/pypi/v/tradingcodex?label=PyPI"></a>
+  <a href="LICENSE"><img alt="License" src="https://img.shields.io/badge/license-Apache--2.0-blue"></a>
+  <img alt="Python" src="https://img.shields.io/badge/python-3.14-3776AB?logo=python&logoColor=white">
+</div>
+
+<div align="center">
+  <a href="#quick-start">Quick Start</a> |
+  <a href="#what-tradingcodex-does">Features</a> |
+  <a href="#local-web-dashboard">Web Dashboard</a> |
+  <a href="#how-a-workflow-moves">Workflow</a> |
+  <a href="#role-roster">Roles</a> |
+  <a href="#architecture">Architecture</a> |
+  <a href="#safety-boundary">Safety</a> |
+  <a href="#documentation">Documentation</a>
+</div>
+
+---
+
+# TradingCodex: Codex-Native Trading Harness
+
+TradingCodex is a local-first trading harness for doing investment work with
+Codex. It gives Codex a durable operating system: role-separated agents,
+file-native research memory, a Django service plane, a central local ledger,
+and an MCP execution boundary that turns risky actions into explicit,
+auditable service-layer decisions.
+
+It is not an autonomous trading bot. Codex coordinates and explains the work;
+Django owns durable state and policy; TradingCodex MCP is the only executable
+agent boundary; live broker adapters are not shipped in the initial core.
+
+## Product Concept
+
+TradingCodex exists because serious Codex-assisted investment work should not
+live only in a chat transcript. Research, source freshness, role handoffs,
+portfolio context, approvals, policy decisions, execution attempts, and audit
+records need a system of record that remains inspectable after the thread ends.
+
+The product model is a harness:
+
+| Plane | What it gives you |
+| --- | --- |
+| Codex control plane | A generated Codex workspace with one `head-manager`, nine specialist subagents, role prompts, repo skills, hooks, and project-scoped MCP config. |
+| Workspace file plane | Human-readable research markdown, source snapshots, strategy skills, policy exports, and generated `./tcx` wrappers inside the user's Codex workspace. |
+| Django service plane | Local durable services for policy, orders, approvals, portfolio state, audit, workflows, MCP registry, external router review, API, Admin, and product web. |
+| MCP execution boundary | Typed tools, role allowlists, policy checks, approval checks, idempotency, adapter submission, and ledgered results for executable actions. |
+
+Generated workspaces are Codex workbenches, not brokerage accounts. Canonical
+execution-sensitive state lives in the central local runtime DB:
+
+```text
+~/.tradingcodex/state/tradingcodex.sqlite3
+```
+
+## What TradingCodex Does
+
+TradingCodex `0.1.0` provides:
+
+- A generated Codex workspace with fixed role topology, project-scoped MCP,
+  local wrappers, workspace manifest, generated policy/config files, and
+  `./tcx doctor` validation.
+- An explicit workspace update path that refreshes generated files, applies
+  central DB migrations, preserves workspace identity/profile state, and
+  re-runs doctor checks.
+- A role workflow model where `head-manager` dispatches work and specialists
+  return bounded artifacts instead of every agent redoing every part of the
+  investment question.
+- File-native research memory: markdown artifacts, source snapshots, versioned
+  handoffs, export/search flows, and source/as-of posture that agents and
+  humans can both read.
+- Strategy and skill management through workspace files, including
+  `strategy-*` skills and role-local optional skills without weakening core
+  role boundaries.
+- Policy, restricted-symbol, approval, order, execution, portfolio, MCP, and
+  audit services behind a shared Django application layer.
+- Experimental paper/stub order lifecycle support: validate intent, create
+  approval receipt, submit approved order, cancel approved order, and record
+  outcomes.
+- A local product web surface for browsing agents, skills, research markdown,
+  external MCP router metadata, starter prompts, and operational state.
+- Django Admin, Django Ninja API, CLI, and MCP surfaces that call the same
+  service-layer logic instead of creating parallel execution paths.
+- A managed external MCP router gate that imports discovery metadata,
+  classifies tool risk, scopes role access, and blocks unsafe direct proxy
+  paths by default.
+
+## Quick Start
+
+Choose an empty target directory for the generated Codex workspace. Source
+checkouts of this repository are for TradingCodex development; generated
+TradingCodex workspaces are separate Codex projects.
+
+Agents and install helpers do not invent a default workspace path. If the
+target path is not supplied, ask the user before creating or attaching a
+workspace.
+
+Install TradingCodex and attach it to a user-selected workspace:
+
+```bash
+mkdir -p /path/to/target-workspace
+cd /path/to/target-workspace
+curl -fsSL https://raw.githubusercontent.com/monarchjuno/tradingcodex/main/install.sh | sh -s -- .
+```
+
+Run the smoke check:
+
+```bash
+./tcx doctor
+```
+
+After installation, fully quit and restart Codex, then open the generated
+workspace and start from a new thread so project MCP config is reloaded. When
+TradingCodex MCP autostarts the local service, the dashboard is available at:
+
+```text
+http://127.0.0.1:48267/
+```
+
+Start an orchestrated Codex workflow from the generated workspace:
+
+```text
+$orchestrate-workflow analyze Apple with public equity research, valuation, portfolio, and risk review
+```
+
+For repeated workspace creation, install the CLI as a user-level tool:
+
+```bash
+uv python install 3.14
+uv tool install --python 3.14 tradingcodex
+uv tool update-shell
+cd /path/to/target-workspace
+tcx attach .
+./tcx doctor
+```
+
+See [installation.md](https://github.com/monarchjuno/tradingcodex/blob/main/installation.md)
+for GitHub-main installs, direct `uvx`, MCP/service details, and additional
+smoke checks.
+
+Update an existing generated workspace after a package release:
+
+```bash
+cd /path/to/target-workspace
+curl -fsSL https://raw.githubusercontent.com/monarchjuno/tradingcodex/main/install.sh | sh -s -- --update .
+```
+
+## Local Web Dashboard
+
+TradingCodex includes a local Django web surface so users do not have to inspect
+everything through chat or CLI output. When Codex trusts a generated workspace,
+project MCP startup also starts the local service and exposes the dashboard at:
+
+```text
+http://127.0.0.1:48267/
+```
+
+The dashboard is a review and control surface for the agent roster, required
+and optional skills, strategy skills, research markdown, external MCP router
+metadata, starter prompts, policy/order/portfolio/activity status, and local
+workspace state. It does not spawn Codex agents, approve orders, submit
+executions, or provide investment recommendations.
+
+For CLI-only sessions, start it manually:
+
+```bash
+./tcx service runserver
+```
+
+Django Admin is available separately at `http://127.0.0.1:48267/admin/` for
+local/staff DB inspection.
+
+## How A Workflow Moves
+
+TradingCodex is designed around handoffs rather than one giant answer:
+
+1. The user asks Codex for an investment workflow.
+2. `head-manager` classifies the request, maps the investment universe and
+   workflow lane, and dispatches bounded work to specialist roles.
+3. Analysts create evidence-backed artifacts with source/as-of posture.
+4. Downstream roles consume accepted upstream artifacts instead of silently
+   filling missing work outside their role.
+5. Portfolio and risk roles review fit, sizing, limits, restricted symbols,
+   and approval readiness.
+6. If an executable paper/stub action is requested, `risk-manager` creates the
+   approval receipt and `execution-operator` submits only through TradingCodex
+   MCP.
+7. Policy decisions, MCP calls, approvals, execution results, and audit events
+   remain inspectable through local service surfaces.
+
+## Role Roster
+
+| Layer | Agent | Role summary |
+| --- | --- | --- |
+| Main agent | `head-manager` | Dispatches specialist roles, preserves constraints, and synthesizes completed artifacts. |
+| Analysis subagent | `fundamental-analyst` | Reviews business quality, financial evidence, company fundamentals, and source claims. |
+| Analysis subagent | `technical-analyst` | Reviews price action, trend structure, levels, and market behavior. |
+| Analysis subagent | `news-analyst` | Tracks news, catalysts, events, and freshness-sensitive context. |
+| Market-context subagent | `macro-analyst` | Covers macro, rates, FX, commodities, policy, and cross-asset context. |
+| Market-context subagent | `instrument-analyst` | Supports ETF/index, options, crypto market structure, and instrument-level work. |
+| Decision-review subagent | `valuation-analyst` | Reviews valuation assumptions, sensitivity, and decision-quality gaps. |
+| Portfolio subagent | `portfolio-manager` | Reviews portfolio fit, sizing, exposure, and draft order readiness. |
+| Risk subagent | `risk-manager` | Reviews downside, policy constraints, restricted lists, and approval readiness. |
+| Execution subagent | `execution-operator` | Handles approved paper/stub execution through TradingCodex MCP only. |
+
+The default generated workspace includes this one-plus-nine roster. The main
+agent coordinates and synthesizes; specialist agents own the actual role work.
+
+## Architecture
+
+TradingCodex is a Python/Django modular monolith packaged as a local-first
+tool. The important implementation rule is that every interface calls shared
+application services:
+
+| Surface | Role |
+| --- | --- |
+| Product web | Agents-first review dashboard for roles, skills, research markdown, external MCP router review, starter prompts, and local status. |
+| Django Admin | Local/staff DB inspection for policy, orders, portfolio, MCP registry, workflows, integrations, and audit rows. |
+| Django Ninja API | Typed local/staff REST and control endpoints. |
+| MCP | Agent/tool boundary with typed tools, role scopes, policy checks, and audit. |
+| CLI | Local operator commands and generated workspace wrapper behavior. |
+
+Canonical implementation lives in:
+
+```txt
+tradingcodex_service/application/
+tradingcodex_cli/commands/
+apps/
+workspace_templates/modules/
+```
+
+The baseline frontend uses Django templates, local static HTMX, and local
+static Alpine. There is no Node, bundler, React, or frontend build step in the
+core package.
+
+## Safety Boundary
+
+TradingCodex treats executable actions as a deterministic service-layer
+lifecycle:
+
+```text
+principal -> capability -> policy -> schema -> approval/idempotency -> adapter -> audit
+```
+
+Important boundaries:
+
+- Product web routes do not spawn agents, generate investment analysis, create
+  approvals, or submit executions.
+- REST/Admin/CLI/MCP call shared Django service functions.
+- Role MCP allowlists are narrow: `head-manager` cannot submit orders,
+  `risk-manager` owns approvals, and `execution-operator` owns execution calls.
+- Paper/stub execution remains experimental.
+- Live broker adapters are not shipped in the initial core.
+- Raw broker secrets must not be stored in this repository or generated
+  workspaces.
+
+TradingCodex is research, workflow, and execution-guardrail tooling. It is not
+financial, investment, legal, tax, or regulatory advice, and it does not provide
+investment recommendations or guarantee returns.
+
+## Supported Workflow Scope
+
+Public equity is the first deeply specified sleeve. The harness keeps explicit
+paths for ETF/index, public crypto market, macro/rates/FX/commodities, options,
+credit-signal, and cross-asset workflows when the required data source, role
+workflow, and policy boundary exist.
+
+Unsupported or weakly sourced workflows should receive conservative readiness
+labels such as `research-only`, `screen-grade`, `not-decision-ready`, or
+`blocked`.
+
+## Release Status
+
+`0.1.0` is the first stable public contract for the generated workspace, Python
+CLI, Django service plane, product web, MCP boundary, and documentation set.
+The package still uses an alpha development classifier because live broker
+adapters and hosted service modes are intentionally outside the initial core.
+
+## Documentation
+
+- [Installation](installation.md)
+- [Docs index](docs/README.md)
+- [Product direction](docs/product-direction.md)
+- [Core concepts and rules](docs/core-concepts-and-rules.md)
+- [Harness model](docs/harness.md)
+- [Roles, skills, and workflows](docs/roles-skills-and-workflows.md)
+- [Safety policy and execution](docs/safety-policy-and-execution.md)
+- [Interfaces and surfaces](docs/interfaces-and-surfaces.md)
+- [Deployment](docs/deployment.md)
+
+## Contributing
+
+Contributions use Apache-2.0 with DCO sign-off. See
+[CONTRIBUTING.md](CONTRIBUTING.md).
+
+## License
+
+TradingCodex is an Apache-2.0 open-core project.
+
+Source code, generated workspace templates, and project documentation are
+licensed under the Apache License, Version 2.0 unless marked otherwise. The
+TradingCodex name, future logos, and official product marks are not granted by
+the code license. See [LICENSE](LICENSE), [NOTICE](NOTICE), and
+[TRADEMARKS.md](TRADEMARKS.md).