- the module-help subprocess is read as UTF-8 under a cp1252 locale
- the yfinance cache check names the suite's directory, which may sit under the home on Windows
- POSIX file modes and shell upgrade commands are checked only off Windows
- file locking names errno.EDEADLK, which macOS also defines
- .dockerignore excludes .env files at any depth, so a local .env.enterprise with Azure keys is not copied into image layers
- the README says to put Azure keys in .env for Docker
- the prompt and --ticker accept what the run accepts: XAUUSD+ resolves to GC=F, while ".." and full-width letters are refused at entry instead of after the graph is built
- get_past_context orders a ticker's settled decisions by their date, so a backfill of older dates no longer pushes out the latest lesson
- rotation drops the oldest-dated settled entries, not the first written
- a row per period with the line items as columns, so each figure sits beside its own date across a filer's whole history
- lines the filer never tagged are named once in the header
- the price table and the verified snapshot keep six significant digits and at least two decimals, so a sub-cent close is no longer 0.00 and a currency pair keeps its pips
- a holding matches when its symbol resolves to the one the run prices (BTCUSDT -> BTC-USD, 700.HK -> 0700.HK); holdings keep the spelling they were given
- every matching holding is shown, labelled with its listed spelling
- the bar of a session still trading, by its market's date, is not scored
- a holding window that has passed without the stock or its benchmark trading through is fetched again through today
- a window that cannot have traded yet asks for no prices
- as_of and as_of_window return canonical dates, so an unpadded date such as 2024-7-5 no longer compares as later than a filing dated 2024-07-24
- create_run_state validates the run date, as propagate does
- README and .env.example cover the chatgpt provider, `tradingagents login chatgpt` (also in Docker) and logout
- README and .env.example name TRADINGAGENTS_NO_UPDATE_CHECK
- ChatGPTPlanChatOpenAI streams unstored Responses, sends system instructions as developer messages, drops refused settings with a warning, and sends no API organization or project
- the CLI offers it under "Subscription" after Anthropic, checks the sign-in before a run (signing in or stopping with the login command), and lists the plan's models
- reasoning effort applies to chatgpt as to openai; remembered plan models are offered again
- chatgpt_auth signs in through OpenAI's flow for open-source apps (PKCE, loopback or pasted redirect, verified ID token, plan scope) and keeps the sign-in in ~/.tradingagents/chatgpt-auth.json, readable only by its owner
- access tokens renew under a lock shared across threads and processes, from the refresh token on disk
- `tradingagents login chatgpt` and `tradingagents logout chatgpt`; logout revokes the sign-in at OpenAI
- a provider entry can supply a credential, a token callable per request, and pin its base URL
- such a provider never sends an API key, and refuses another backend_url or an explicit api_key
- once a day a background thread records the latest GitHub release and the notices for each version; the welcome screen shows them from that cache, so no run waits on the network
- the release notice names the upgrade command for how TradingAgents was installed
- TRADINGAGENTS_NO_UPDATE_CHECK=1 turns the check off; unattended and CI runs never make it
- notices are read from a new `notices` key, so earlier versions keep reading `announcements`
- on a published release, or by hand for an earlier tag, build both from the tag, install the wheel in a clean environment, and upload them to the release
- a crypto pair is searched in r/CryptoCurrency and r/CryptoMarkets, plus r/Bitcoin, r/ethereum or r/solana for those coins, still in one request
- the Sentiment Analyst's prompt names the subreddits actually searched
- a decision that opens with its rating line, plain or as the list item the prompt asks for, is read from that line
- only words naming the decision itself ("final", "our", "overall") may qualify its rating line; "Consensus rating: Buy" or "Trader's rating: Buy" is another party's
- otherwise the decision's own rating lines, or failing those all rating labels, must agree; ratings that differ need review
- an empty quote feed falls back to the search articles tagged with the symbol
- when search has no article tagged with the symbol, or neither source answers, Yahoo news is unavailable, so a configured next vendor serves the call
- articles from search never make an empty window read as no news
- a settlement pass holds the log's settlement lock, so runs sharing a log never pay for the same reflection twice; only outcomes actually written count as settled, and a run's Memory Log step does not wait for another run's pass
- each outcome is written when its reflection is done, so an interrupted pass keeps what it finished
- any failure to price a decision is reported as a failed settlement, not taken for a window that has yet to trade
- a saved report also includes complete_report.html: the report as one self-contained page with its sections listed beside the text, readable in a browser, on a phone and in print
- answering the save question at the prompt also asks about the page and offers to open it in a local browser window; --no-html and save_reports(..., html=False) skip it
- the Tauric Research logo leads the header at the top left, and a line at the foot credits TradingAgents and Tauric Research
- the page loads nothing and runs nothing (inline styles, a content-security policy); report text is rendered without raw HTML or images
- markdown-it-py is declared as a dependency
- quick_think_provider / deep_think_provider and their backend URLs (with TRADINGAGENTS_* variables) choose a tier's provider; unset, a tier uses llm_provider and backend_url
- a tier on another provider gets that provider's own settings and endpoint, and the run settings and report header name each tier's provider
- the CLI checks each tier provider's model variable and key before the run
- a Memory Log step runs beside the analysts, settles every ticker's due decisions and loads the lessons known by the trade date for the Portfolio Manager; the run no longer settles before it starts
- a settlement failure is logged and noted in the report's header instead of ending the run
- the checkpoint signature records the new layout
- TradingAgentsGraph.settle_all_pending() settles each ticker with a due decision; settle_pending and it return the decisions settled and those that failed
- post screening reads TypeSafe's own TYPESAFE_BASE_URL and appends /v1/systemone, as the TypeSafe SDKs do, so Jev can be reached through OpenRouter; the key still turns screening on
- price levels carry the quote currency (GBp for London), market cap and per-share figures its main unit (GBP), and income figures the reporting currency (TWD for TSMC's ADR)
- requires-python 3.11 and pandas 3.0.6; the CI matrix runs Python 3.11 to 3.14 and ruff targets 3.11
- datetime.UTC in place of timezone.utc, and the rating, action, band, analyst and asset enums are StrEnum, which formats a member as its value
- Yahoo and Alpha Vantage date a trade by when it happened, not by its Form 4 filing, so a run dated in the past is told they are withheld instead of served trades that may not yet have been public
- each row takes the quarter where filed, else its 6- or 9-month figure to date, in a column labelled with the span; a filer that tags 10-Q cash flows only year to date no longer stops at each first quarter
- a chart with no prices, or Yahoo saying the data does not exist, is an empty answer; yfinance's same error for an error status or a service failure, and a missing time zone, stay unavailable
- Yahoo and Alpha Vantage statements, dated by the period they cover, are withheld from a run dated in the past, with a notice saying why
- statements come from SEC EDGAR by default (fundamental_data "sec_edgar,yfinance"), so a past run reads US filers as filed
- a decision without a rating label is REVIEW; a lone rating word in its prose may be one it argues against ("not a Sell"), so it is no longer read as the call
- yfinance raises its failures instead of answering them with an empty result, so a statement request that timed out is unavailable, not "no data"
- Yahoo answering that it has no such symbol (HTTP 404) stays an answer: no data
- date_window.is_historical replaces the four copies of the rule in the profile guard, Polymarket, the instrument context and the memory cutoff, which read the clock on its own
- the network guard also refuses DNS lookups and curl_cffi requests, the HTTP client yfinance uses, which never touches Python's sockets
- results, the data cache, the memory log and yfinance's time-zone cache live in a directory of the suite's own
- default_config.build_default_config gives the defaults with the environment as it is now; the overlay tests call it instead of reloading the module, whose reloaded DEFAULT_CONFIG leaked their settings into later tests
- the Ollama and API-key tests import the modules they check, which read the environment when called; two tests that only read os.environ are dropped
- the checkpoint signature folds in the run config (provider, models, endpoint, language, vendors, limits), leaving out only file locations, the checkpoint switch and the retry count, so a resume no longer carries reports that other settings produced
- the vendor profile describes the company today, so a run dated earlier is given its name marked as the current one and no sector, industry or exchange
- the language instruction exempts the lines the program reads, the "**Rating**:" line and the transaction proposal, so a decision written in another language keeps a rating that can be read
- after max_tool_rounds rounds of tool calls (default 20, TRADINGAGENTS_MAX_TOOL_ROUNDS) the analyst takes one last turn with no tools, its tool calls and results given as text, and that turn ends its graph
- the three tool-using analysts take their turns through analysts.turn.take_turn
- a limit the recursion limit cannot hold is refused when the graph is built
- backtest --analysts accepts sentiment and is checked against --asset-type before the sweep
- without --analysts, a crypto sweep runs the analysts crypto allows, not fundamentals
- the stock's own sessions set the holding window; the benchmark is valued at its last close by entry and by exit, so a coin held over a weekend is compared with SPY over the same span
- bars meet on their calendar day across time zones, and a missing or non-positive close is dropped rather than scored
- an outcome waits until the benchmark has traded through the exit
- storing a decision and settling outcomes hold a lock across the read, change and write, so runs sharing a log no longer drop each other's entries
- files.locked takes the lock on a .lock file beside the log, across threads and processes
- build_verified_market_snapshot raises NoMarketDataError for an unknown symbol or no row by the date
- get_verified_market_snapshot returns the router's no-data answer, shared as router.no_data_available
- yf_retry raises any failed request as unavailable: an unknown symbol comes back empty, so an exception is a failed request whether or not Yahoo's host answers a probe
- fundamentals, statements, insider transactions, the company profile, news and closes no longer turn a failed request into "no data"
- run_backtest takes a progress(done, total, ticker, date) callback; tradingagents backtest prints [n/total] per cell and ends with the --run-id that continues or settles the sweep
- the nine ticker-taking tools read company_of_interest from graph state, like trade_date; the model no longer supplies a symbol (it had passed indicator names such as RSI, a real ticker)
- the News Analyst prompt and the tool descriptions no longer ask for a ticker
- record_decision writes the run's state log, so CLI runs save full_states_log like propagate() does
- with both round counts from the environment, the CLI no longer says a chosen research depth was overridden
- an unknown --analysts name lists sentiment, not social
- each analyst is a graph of its own (model and tools on a private message history) that returns only its report; all start together and the research debate waits for every report
- the message-clearing nodes are gone; a checkpoint saved by the sequential layout starts fresh
- TradingAgentsGraph.stream_run streams the analysts' messages for debug mode and the CLI, whose status and timing now track the analysts side by side
- the OHLCV cache and the SEC EDGAR cache go through dataflows.files.replace_file: a reader sees the old file or the new one, and concurrent writers never share a temp file
- --ticker, --date and --analysts answer their steps, checked as the prompts check them; --save/--no-save and --show/--no-show answer the questions after the run
- with no terminal, the run stops before it starts and names every flag or TRADINGAGENTS_* variable still needed; a missing API key and an announcement no longer wait for input
- README shows an unattended run
- TradingAgentsGraph.run_settings(): version, provider, models, analysts, debate rounds, language and vendors; no endpoints, keys or paths
- complete_report.md opens with the analysis date and those settings; the saved state log carries them as run_settings
- pyproject reads the version from tradingagents/__init__.py, so a source checkout, an editable install and a wheel report the same one
- the SEC EDGAR User-Agent names tradingagents.__version__
Yijia-Xiao