diff --git a/CHANGELOG.md b/CHANGELOG.md index c59f02fcc..a4b5278ad 100644 --- a/CHANGELOG.md +++ b/CHANGELOG.md @@ -4,13 +4,53 @@ All notable changes to TradingAgents are documented here. The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/), and this project follows [Semantic Versioning](https://semver.org/spec/v2.0.0.html). -Breaking changes within the 0.x line are called out explicitly. +Changes that need action when upgrading are listed first in their release. -## [Unreleased] +## [0.5.1] — 2026-09-24 + +A package layout organised by what each module holds, social posts screened by +TypeSafe's Jev when a key is set, GPT-6 Sol and Luna as the default models, and +fixes to run isolation, SEC EDGAR statements and historical runs. + +### Upgrading from 0.5.0 + +Some modules moved, and the old import paths are gone. Update imports as follows: + +- `tradingagents.dataflows.interface` is `tradingagents.dataflows.router`, and `dataflows.symbol_utils` is `dataflows.symbols`. `dataflows.utils` is gone: `get_current_date` is in `dataflows.date_window`, `safe_ticker_component` in `dataflows.symbols`. +- Vendor modules live under `tradingagents.dataflows.vendors`: `yahoo` (`ohlcv`, `market`, `fundamentals`, `news`, `snapshot`, from the former `stockstats_utils`, `y_finance`, `yfinance_news` and `market_data_validator`), `alpha_vantage` (a package, from the `alpha_vantage_*` modules), and `sec_edgar`, `fred`, `polymarket`, `reddit`, `stocktwits`. +- `tradingagents.agents.utils` is gone: the agent tools are in `agents.tools`, and `agent_utils`, `agent_states`, `rating` and `structured` are `agents.context`, `agents.state`, `agents.rating` and `agents.structured`. +- The decision log is `tradingagents.decision_log` (was `agents.utils.memory`), and `cli.utils` is `cli.prompts`. +- `backtest.summarize` takes a `run_backtest` result or the path of a decision log, in place of a `TradingMemoryLog`. +- Removed: `SignalProcessor` (the rating is parsed by `process_signal`), the `create_social_media_analyst` alias (use `create_sentiment_analyst`), the unused `project_dir` config key, and the graph attributes `curr_state`, `ticker` and `log_states_dict`, which held the previous run's state. + +### Added + +- **Jev post screening.** With `TYPESAFE_API_KEY` set, TypeSafe's Jev reads each StockTwits and Reddit post the Sentiment Analyst fetches: posts that are not about the company are dropped, and each source opens with a count of the rest by stance. Without the key nothing changes. (#1376) +- B3 tickers (`.SA`) are benchmarked against the Ibovespa. (#1366) + +### Models + +- GPT-6 Sol and GPT-6 Luna are the default deep and quick models, and Claude Opus 5.5 replaces Opus 5 in the picker. Opus 5 and GPT-5.4 Mini remain valid model IDs. ### Fixed -- SEC EDGAR cash flow statements find capital expenditure for filers that moved it to purchases of productive assets (NVIDIA since fiscal 2022, Amazon since 2016), whose recent periods read as empty. +- Several graphs in one process each read their own data vendors. (#1369) +- SEC EDGAR cash flow statements find capital expenditure for filers that moved it to purchases of productive assets (NVIDIA since fiscal 2022, Amazon since 2016), whose recent periods read as empty. (#1370) +- SEC EDGAR annual statements list fiscal years only. +- A historical run is no longer told today's date, or a date after the run, in coverage notices and the instrument context. +- The Fundamentals Analyst can call the insider transactions tool. +- An unreachable Yahoo on insider transactions is reported as unavailable, not as a symbol without data. +- A graph reused across runs, as in a backtest, no longer keeps every run's full state. +- A checkpointed CLI run says whether it resumed or started fresh. +- A blank path variable (`TRADINGAGENTS_RESULTS_DIR` and the like) keeps the default path. +- StockTwits messages reach the prompt as plain text rather than HTML-escaped. +- The test suite is independent of the developer's `.env`, time zone and network. (#1368, #1372) + +### Contributors + +Thanks to everyone who reported these or sent a fix: + +[@codify88](https://github.com/codify88), [@davidalmeida90](https://github.com/davidalmeida90), [@duongylinh](https://github.com/duongylinh), [@jccl2](https://github.com/jccl2), [@yuina368](https://github.com/yuina368). ## [0.5.0] — 2026-09-18 diff --git a/README.md b/README.md index 6fc114ee2..3f7b4bb59 100644 --- a/README.md +++ b/README.md @@ -30,6 +30,7 @@ # TradingAgents: Multi-Agents LLM Financial Trading Framework ## News +- [2026-09] **TradingAgents v0.5.1** released with a package layout organised by what each module holds, optional Jev screening of social posts, GPT-6 Sol and Luna as the default models, and fixes to run isolation and SEC EDGAR statements. Module paths moved; see [CHANGELOG.md](CHANGELOG.md) for the new imports. - [2026-09] **TradingAgents v0.5.0** released with point-in-time integrity across every dated path, SEC EDGAR fundamentals served as filed, backtesting over a ticker and date grid, portfolio-aware runs, and current model lineups across every provider. See [CHANGELOG.md](CHANGELOG.md) for the full list. - [2026-08] **TradingAgents v0.4.0** released with look-ahead / point-in-time fixes across FRED macro, social sentiment, and the decision-log memory; clearer decision signals; working CLI checkpoint resume; Trader price grounding; and the GPT-5.6 and GLM-5.3 models. - [2026-07] **TradingAgents v0.3.1** released with correctness and stability fixes: Alpha Vantage look-ahead filtering, graph-router crash-safety, graph-shape-aware checkpoint resume, working crypto sentiment sources, a configurable LLM retry budget, Bedrock API-key auth, and Claude Sonnet 5 / Fable 5 support. diff --git a/pyproject.toml b/pyproject.toml index b906ed027..f084d002e 100644 --- a/pyproject.toml +++ b/pyproject.toml @@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta" [project] name = "tradingagents" -version = "0.5.0" +version = "0.5.1" description = "TradingAgents: Multi-Agents LLM Financial Trading Framework" readme = "README.md" requires-python = ">=3.10"