tradingcodex 0.1.0a1__tar.gz

tradingcodex-0.1.0a1/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-0.1.0a1/LICENSE

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tradingcodex-0.1.0a1/MANIFEST.in

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+include LICENSE
+include NOTICE
+include CONTRIBUTING.md
+include TRADEMARKS.md
+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-0.1.0a1/NOTICE

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+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-0.1.0a1/PKG-INFO

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+Metadata-Version: 2.4
+Name: tradingcodex
+Version: 0.1.0a1
+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 :: 2 - Pre-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: pydantic>=2
+Provides-Extra: dev
+Requires-Dist: pytest>=8; 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="#agent-topology">Agent Topology</a> |
+  <a href="#architecture">Architecture</a> |
+  <a href="#execution-boundary">Execution Boundary</a> |
+  <a href="#documentation">Documentation</a>
+</div>
+
+---
+
+# TradingCodex: Codex-Native Trading Harness
+
+TradingCodex is a Codex-native trading harness for investors who want
+agent-assisted research, role separation, workflow discipline, and deterministic
+execution guardrails in one local-first system.
+
+It is not an autonomous trading bot. Codex coordinates the workflow, Django owns
+the durable service layer, and TradingCodex MCP is the execution boundary.
+
+## Quick Start
+
+```bash
+python3.14 -m pip install tradingcodex
+tcx init ./workspace --force
+cd ./workspace
+./tcx doctor
+```
+
+Start an orchestrated Codex workflow from the generated workspace:
+
+```text
+$orchestrate-workflow analyze Apple with public equity research, valuation, portfolio, and risk review
+```
+
+Open the workspace in Codex and trust the project. The generated project MCP
+config starts TradingCodex MCP and the local dashboard service together.
+
+After Codex connects, open:
+
+- `http://127.0.0.1:8000/` for the visual harness dashboard
+- `http://127.0.0.1:8000/admin/` for the Django operations console
+
+For CLI-only use outside Codex, the dashboard can still be started manually:
+
+```bash
+./tcx service runserver
+```
+
+Inspect the local MCP surface:
+
+```bash
+printf '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}\n' | ./tcx mcp stdio
+```
+
+Create and search DB-backed research memory:
+
+```bash
+./tcx research create --markdown-file note.md --id note-1 --title "Research Note"
+./tcx research search "gross margin"
+./tcx research export note-1
+```
+
+## Agent Topology
+
+| 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 one `head-manager` and nine fixed
+subagents. The main agent coordinates; specialist agents produce the actual
+role work.
+
+## Architecture
+
+TradingCodex separates the local harness into three planes plus one execution
+boundary:
+
+| Plane | Owns | Interfaces and artifacts |
+| --- | --- | --- |
+| Codex control plane | Generated workspace instructions, project `.codex` config, role agents, hooks, and workflow routing. | Codex workspace files, role prompts, and human-readable `trading/*` exports. |
+| MCP execution boundary | Role tool allowlists, input schemas, policy checks, approval checks, idempotency, and MCP call audit. | TradingCodex MCP tools exposed to allowed roles only. |
+| Django service plane | Research memory, policy, orders, approvals, portfolio state, audit, Admin, API, and local web dashboard. | Shared service functions used by CLI, Admin, API, web, and MCP. |
+| Adapter boundary | Paper/stub execution adapters for local harness validation. | Live broker adapters are excluded from the initial core. |
+
+Executable actions flow through:
+
+| Step | Meaning |
+| --- | --- |
+| `principal` | The caller identity and role capability. |
+| `capability` | The requested action and permitted role surface. |
+| `policy` | Restricted-list, limit, and execution-policy validation. |
+| `schema` | Typed input validation before service-layer mutation. |
+| `approval/idempotency` | Approval receipt and duplicate-submit protection. |
+| `adapter` | Paper/stub adapter submission. |
+| `audit` | Durable ledger record for the attempt and result. |
+
+The central runtime DB defaults to:
+
+```text
+~/.tradingcodex/state/tradingcodex.sqlite3
+```
+
+Generated workspaces are clients and provenance sources. They do not own
+canonical investment state.
+
+## Execution Boundary
+
+TradingCodex treats executable actions as a service-layer lifecycle:
+
+```text
+principal -> capability -> policy -> schema -> approval/idempotency -> adapter -> audit
+```
+
+Important boundaries:
+
+- Product web routes do not spawn agents, 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 is designed to
+extend across 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.
+
+## Documentation
+
+- [Docs index](docs/README.md)
+- [TradingCodex PRD](docs/tradingcodex-prd.md)
+- [Core concepts and rules](docs/core-concepts-and-rules.md)
+- [Deployment](docs/deployment.md)
+- [Licensing and commercialization](docs/licensing-and-commercialization.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).