This release bundles substantial work since v0.2.3:
- Structured-output Research Manager, Trader, and Portfolio Manager
(canonical with_structured_output pattern, single LLM call per agent,
rendered markdown preserves the existing report shape).
- LangGraph checkpoint resume for crash recovery (--checkpoint flag).
- Persistent decision log replacing the per-agent BM25 memory, with
deferred reflection driven by yfinance returns + alpha vs SPY.
- DeepSeek, Qwen, GLM, and Azure OpenAI provider support; dynamic
OpenRouter model selection.
- Docker support; cache and logs moved to ~/.tradingagents/ to fix
Docker permission issues.
- Windows UTF-8 encoding fix on every file I/O site.
- 5-tier rating consistency (Buy / Overweight / Hold / Underweight / Sell)
across Research Manager, Portfolio Manager, signal processor, memory log.
Plus the small quality items in this commit:
1. Suppress noisy Pydantic serializer warnings from OpenAI Responses-API
parse path by defaulting structured-output to method="function_calling"
(root-cause fix, not a warnings filter — same typed result, no warnings).
2. Ship scripts/smoke_structured_output.py so contributors can verify
their provider's structured-output path with one command.
3. Add opt-in memory_log_max_entries config — when set, oldest resolved
memory log entries are pruned once the cap is exceeded; pending
entries (unresolved) are never pruned.
4. backend_url default changed from the OpenAI URL to None so the
per-provider client falls back to its native endpoint instead of
leaking OpenAI's URL into Gemini / other clients.
CHANGELOG.md added with the full v0.2.4 entry. 92 tests pass without API keys.
Long analyses can take many minutes; a crash or interruption forced users
to re-run from scratch and re-pay every LLM call. This adds an opt-in
checkpoint layer backed by per-ticker SQLite databases so the graph
resumes from the last successful node.
How to use:
- CLI: tradingagents analyze --checkpoint
- CLI: tradingagents analyze --clear-checkpoints
- Python: config["checkpoint_enabled"] = True
Lifecycle:
- propagate() recompiles the graph with a SqliteSaver when enabled and
injects a deterministic thread_id derived from ticker+date so the
same ticker+date resumes while a different date starts fresh.
- On successful completion the per-thread checkpoint rows are cleared.
- The context manager is closed in a try/finally so a crash never
leaks the SQLite connection or leaves the graph in checkpoint mode.
Storage: ~/.tradingagents/cache/checkpoints/<TICKER>.db
(override via TRADINGAGENTS_CACHE_DIR).
The checkpointer module is new (tradingagents/graph/checkpointer.py)
and the GraphSetup now returns the uncompiled workflow so it can be
recompiled with a saver when needed.
Adds langgraph-checkpoint-sqlite>=2.0.0 dependency. 3 new tests verify
the crash/resume cycle and that a different date starts fresh.
- Point requirements.txt to pyproject.toml as single source of truth
- Resolve welcome.txt path relative to module for CLI portability
- Include cli/static files in package build
- Extract shared normalize_content for OpenAI Responses API and
Gemini 3 list-format responses into base_client.py
- Update README install and CLI usage instructions
- Add .env.example file with API key placeholders
- Update README.md with .env file setup instructions
- Add dotenv loading in main.py for environment variables
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
Add data vendor configuration examples in README and main.py showing how to configure Alpha Vantage as the primary data provider. Update documentation to reflect the current default behavior of using Alpha Vantage for real-time market data access.
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Replace FinnHub with Alpha Vantage API in README documentation
- Implement comprehensive Alpha Vantage modules:
- Stock data (daily OHLCV with date filtering)
- Technical indicators (SMA, EMA, MACD, RSI, Bollinger Bands, ATR)
- Fundamental data (overview, balance sheet, cashflow, income statement)
- News and sentiment data with insider transactions
- Update news analyst tools to use ticker-based news search
- Integrate Alpha Vantage vendor methods into interface routing
- Maintain backward compatibility with existing vendor system
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Added support for running CLI and Ollama server via Docker
- Introduced tests for local embeddings model and standalone Docker setup
- Enabled conditional Ollama server launch via LLM_PROVIDER
Added language selection links to the README for easier access to translated versions: German, Spanish, French, Japanese, Korean, Portuguese, Russian, and Chinese.
