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David Arias, CFA c78fa86500 fix(sec_edgar): find capital expenditure reported as productive assets (#1370) 
- Capital Expenditure also reads PaymentsToAcquireProductiveAssets, after the property and equipment tag
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# Changelog
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.
## [Unreleased]
### 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.
## [0.5.0] — 2026-09-18
Point-in-time integrity across every dated path, decisions that are recorded as
they were made, backtesting over a grid of tickers and dates, the caller's
portfolio as run input, and SEC EDGAR fundamentals served as filed.
### Highlights
- **Fundamentals as filed.** SEC EDGAR serves US company statements as they stood on the run's date: a period that has ended but has not been filed is not served, and a figure restated later still reads as first reported. Keyless, opt-in via the vendor chain.
- **Backtesting.** `run_backtest` runs the pipeline over a ticker and date grid into its own decision log, and `summarize` scores the settled cells; `tradingagents backtest` does the same from the CLI.
- **Portfolio context.** `propagate(..., portfolio=...)` and `--portfolio` let the trader, risk and portfolio agents size against real holdings. A run without one is never treated as a flat book.
- **Decisions are recorded as made.** An unreadable decision is flagged for review everywhere instead of becoming a tradeable Hold, and a rating argued against is no longer read as the call.
### Point-in-time and honest attribution
- Dated tools take the run's date from graph state, so an omitted or later date cannot reach a vendor. (#1331, #1319, #1118)
- Insider filings and prediction-market odds are bounded by the run date; insider rows state that a trade becomes public when its Form 4 is filed.
- A feed that never observed a window reports it as unavailable rather than as an absence, across news, Reddit and StockTwits.
- The resolved company identity says when it describes today rather than the run date.
- The verification snapshot quotes the prices the vendor reported, never a gap-filled value.
- A vendor failure is a vendor failure: yfinance raises instead of returning its errors as text, an outage is not reported as a company with no data, and a chain where every vendor is unavailable says so instead of ending the run.
- The macro vintage pin is clamped to the vendor's own clock, so a run dated today cannot ask for a vintage it does not have.
- A historical run is not served a present-day company profile by either fundamentals vendor. (#1300)
### Decisions and evaluation
- The labelled rating decides, whatever separates it, and prose naming several ratings is reviewed rather than guessed.
- Decision prompts state the shape of their answer, so a provider without structured output still returns a readable decision.
- A report that was not produced says so, instead of appearing as an empty section.
- Backtest scoring reads the direction each rating claimed: a Sell that fell is a hit, and Hold reports no hit rate.
- The outcome window is configurable (`holding_period_days`), and reflection states the window it judges.
- A settled decision is not logged twice, and a failed reflection no longer stops the next run. (#645)
- The trader states entry and stop levels as prices, so a percentage no longer fails the whole proposal. (#1288)
### CLI
- `tradingagents backtest`, with `--run-id` to continue an interrupted sweep. (#1234)
- The previous run's selections come back as prompt defaults. (#1236, #920)
- A run with no readable rating says so; the live view no longer scrolls; messages that read like Python values are shown. (#649, #784)
- The state log keeps non-ASCII readable. (#1081)
### Data sources
- SEC EDGAR fundamentals vendor (US filers, keyless).
- Hong Kong and Shanghai tickers resolve to the symbols Yahoo serves. (#1342, #957, #1260)
- Reddit is fetched as one combined request per run. (#1286)
- One OHLCV cache file per symbol. (#1330)
### Models
- Current lineups for every provider: GPT-6 Astra and the GPT-5.6 family, Gemini 3.8 Flash, Claude Opus 5 and Fable 5.1, Grok 4.6, DeepSeek Flash, Qwen 3.8, GLM-5.3, MiniMax M3, Kimi K3 and the current Mistral snapshots.
- Every provider accepts a model ID the picker does not list.
- GLM traffic goes to the platform its key belongs to, and Ollama structured output no longer sends a tool_choice it rejects. (#1062)
### Changed
- The memory log records `REVIEW` for a decision with no readable rating, where it previously recorded `Hold`.
- Optional fields the model did not provide are named as such rather than omitted.
- Removed dependencies nothing imports: backtrader, redis, setuptools, langchain-experimental, parsel, tqdm. (#1353, #1070)
### Contributors
Thanks to everyone who reported these or sent a fix:
[@akashkpfreelancer](https://github.com/akashkpfreelancer), [@angziii](https://github.com/angziii), [@anupamme](https://github.com/anupamme), [@AyushKar2005](https://github.com/AyushKar2005), [@bulkypanda](https://github.com/bulkypanda), [@CadeYu](https://github.com/CadeYu), [@chiang21fcb](https://github.com/chiang21fcb), [@dajiaohuang](https://github.com/dajiaohuang), [@dewrama](https://github.com/dewrama), [@DogInfantry](https://github.com/DogInfantry), [@emitov](https://github.com/emitov), [@farukerdem34](https://github.com/farukerdem34), [@flydragon2018](https://github.com/flydragon2018), [@fusshell](https://github.com/fusshell), [@Ganesh1729-ui](https://github.com/Ganesh1729-ui), [@gyx09212214-prog](https://github.com/gyx09212214-prog), [@hamzabudeir](https://github.com/hamzabudeir), [@ihsieh31](https://github.com/ihsieh31), [@jaylew20250206](https://github.com/jaylew20250206), [@kaushik-yadav](https://github.com/kaushik-yadav), [@kbnnf](https://github.com/kbnnf), [@kevinkda](https://github.com/kevinkda), [@LudwigJMarx](https://github.com/LudwigJMarx), [@lx7720](https://github.com/lx7720), [@malandrindev](https://github.com/malandrindev), [@mhd325ic-hash](https://github.com/mhd325ic-hash), [@minhdn90](https://github.com/minhdn90), [@miznan](https://github.com/miznan), [@mmssix](https://github.com/mmssix), [@mrbob-git](https://github.com/mrbob-git), [@newnewself](https://github.com/newnewself), [@prithvirajrh](https://github.com/prithvirajrh), [@PyriteResearch](https://github.com/PyriteResearch), [@Rajatendu1](https://github.com/Rajatendu1), [@Recnelis0](https://github.com/Recnelis0), [@Rodvask](https://github.com/Rodvask), [@samhoooo](https://github.com/samhoooo), [@sheiun-xu](https://github.com/sheiun-xu), [@shivsin25](https://github.com/shivsin25), [@SmileShaun](https://github.com/SmileShaun), [@SonnyRajagopalan](https://github.com/SonnyRajagopalan), [@taro0915](https://github.com/taro0915), [@wupengbo125](https://github.com/wupengbo125), [@wxggzz](https://github.com/wxggzz), [@Yixiang-Wu](https://github.com/Yixiang-Wu), [@ZahirBodrike](https://github.com/ZahirBodrike), [@ZHUYAWEI](https://github.com/ZHUYAWEI), [@zkwang616](https://github.com/zkwang616).
## [0.4.0] — 2026-08-31
Look-ahead and point-in-time fixes across the data and memory layers, clearer
decision signals, working CLI checkpoint resume, and the GPT-5.6 / GLM-5.3 models.
### Fixed
- **FRED macro look-ahead.** Historical macro requests were served from today's
data vintage, leaking later revisions into a backtest; both the observations
and metadata requests now pin the vintage to the as-of date. (#1275)
- **Social sentiment look-ahead.** StockTwits and Reddit were fetched with no
date, so a historical run showed today's chatter as if it were from the as-of
date; the social path is now trimmed to the analysis window, via one shared
UTC half-open window rule (`dataflows/date_window`) used by news too. (#1220)
- **Memory point-in-time guard.** `get_past_context` returned every resolved
lesson regardless of the run date; each resolved entry now records the date
its outcome became known, and a historical run only sees lessons resolved by
the trade date. (#1251)
- **Premature reflection.** A decision was settled on a partial return if a rerun
happened before its holding window fully traded; resolution now waits for the
full window. (#1169)
- **Latest OHLCV bar dropped.** The newest bar with a NaN close was silently
dropped before the date cutoff, making the previous trading day look like the
latest; dates are normalized per element (DST- and non-US-market safe) and a
missing latest close raises rather than falling back. (#1201)
- **Debate opening fabrication.** The first speaker in each debate round rebutted
an empty opponent response, fabricating the other side; all five debators now
open with their own case when no opponent has spoken. (#1176)
- **Silent Hold.** An unparseable Portfolio Manager rating (including a fullwidth
colon) was coerced to a tradeable Hold; it now surfaces a `REVIEW` sentinel,
with `parse_rating` keeping its silent default for compatibility callers. (#1170)
- **`--checkpoint` was a no-op on the CLI.** Checkpoint setup lived only in
`propagate()`; the CLI streamed the checkpointer-less graph. The lifecycle is
now shared, and a resume feeds `None` so LangGraph continues the interrupted
run instead of duplicating messages. (#1249)
- **DeepSeek via OpenRouter.** `deepseek/<id>` fell through to default
capabilities and had object-form `tool_choice` forced on it; the official
namespace is stripped so it reuses the native DeepSeek quirks. (#1199)
- **Trader price grounding.** The Trader saw only the digested plan; it now also
receives the technical market report so entry/stop levels anchor to real price
structure. (#1167)
### Added
- **Configurable output-token cap.** `max_tokens` / `TRADINGAGENTS_MAX_TOKENS`,
forwarded to every provider (Gemini as `max_output_tokens`), so a model that
emits unbounded reasoning can be bounded instead of hanging. (#1204)
- **Latest models.** Added the GPT-5.6 family (`gpt-5.6` / `gpt-5.6-terra` /
`gpt-5.6-luna`) and GLM-5.3 (`glm-5.3`, `glm-5.3-flash`). The default models
are now `gpt-5.6` (deep) and `gpt-5.6-luna` (quick).
### Contributors
Thanks to everyone who reported these or sent a fix:
[@PyriteResearch](https://github.com/PyriteResearch), [@yiran1268](https://github.com/yiran1268), [@fabiolenine](https://github.com/fabiolenine), [@lx7720](https://github.com/lx7720), [@taro0915](https://github.com/taro0915), [@Jaswanth-Sriram-Veturi](https://github.com/Jaswanth-Sriram-Veturi), [@ariesy](https://github.com/ariesy), [@liangzj1999](https://github.com/liangzj1999), [@zkwang616](https://github.com/zkwang616), [@aniketshukla1](https://github.com/aniketshukla1), [@loulanyue](https://github.com/loulanyue), [@hudsonwa](https://github.com/hudsonwa), [@daleselaji-dev](https://github.com/daleselaji-dev), [@wolfoswald777-crypto](https://github.com/wolfoswald777-crypto).
## [0.3.1] — 2026-07-05
Correctness and stability patch: data look-ahead, graph-router crash-safety,
checkpoint identity, crypto sentiment sources, and configurable resilience.
### Fixed
- **Alpha Vantage look-ahead filter now runs.** The fundamentals payload is a
JSON string, so the dict-only guard skipped filtering and future-dated reports
leaked into historical runs; parse before filtering. (#1115, @zachthebird)
- **News analyst prompt matches the tool.** The prompt advertised
`get_news(query, ...)` but the tool takes a ticker; aligned to stop
hallucinated free-text query calls. (#1116, @shcheuk)
- **Shared debate/risk routers can't crash mid-run.** Both routers return more
targets than any one edge mapped; every edge now shares the complete path map,
so a fall-through under prompt/i18n/refactor drift stays routable.
(#1088, @Fr3ya, @sa7an7, @Sushanth012)
- **Checkpoint resume respects graph shape.** The thread id folds in selected
analysts, debate/risk depth, and asset mode, so a resume under different
choices no longer continues the wrong graph. (#1089, @bossjoker1, @Ghraven)
- **Crypto sentiment sources resolve.** StockTwits lists crypto as `<BASE>.X`
(Yahoo's `BTC-USD` 404s) and Reddit needs the base symbol to match; the social
path now maps crypto correctly for both. (#1113, @suremadoreai)
### Added
- **Configurable LLM retry budget.** `llm_max_retries` /
`TRADINGAGENTS_LLM_MAX_RETRIES` is forwarded to every provider, so a transient
429 burst no longer aborts a run. (#1091, @yanggaome)
- **Bedrock API-key auth.** `AWS_BEARER_TOKEN_BEDROCK` authenticates Amazon
Bedrock without AWS access keys and takes precedence over an ambient
`AWS_PROFILE`. (#1103, @praxstack)
- **Latest Claude models.** Added Claude Sonnet 5 (`claude-sonnet-5`) and
Fable 5 (`claude-fable-5`); effort control now covers the Claude 5 line.
## [0.3.0] — 2026-06-22
Stabilization and extensibility release: a CI gate, a unified verified
data-access contract, a provider and data-vendor registry, and a maintenance
sweep that hardened config precedence, the model catalog, data resilience, and
structured output.
### Added
- **CI gate.** GitHub Actions runs the pytest suite across Python 3.10-3.13,
strict `ruff`, and a clean-install smoke that imports the package and CLI to
catch undeclared dependencies. (#994, #197)
- **Provider registry.** OpenAI-compatible providers register as a single spec,
and a generic `openai_compatible` endpoint covers vLLM, LM Studio, and relays.
Adds NVIDIA NIM, Kimi, Groq, Mistral, and a native Amazon Bedrock client.
- **Macro and prediction-market vendors.** FRED macro indicators and Polymarket
event probabilities, surfaced to the news and macro analysts.
- **Programmatic report output.** `TradingAgentsGraph.save_reports()` writes the
same report tree the CLI produces, for headless and API runs. (#1037)
- **Env-configurable reasoning depth** via `TRADINGAGENTS_OPENAI_REASONING_EFFORT`,
`TRADINGAGENTS_GOOGLE_THINKING_LEVEL`, and `TRADINGAGENTS_ANTHROPIC_EFFORT`,
each gated to the models that accept it.
### Changed
- **Verified data-access contract.** Symbol normalization on every vendor path
(identity, returns, CLI, news); the configured vendor list is the exact
resolution chain with no silent fallback to unselected vendors; a typed
`VendorError` taxonomy; look-ahead-safe news windows; stale-OHLCV rejection;
inclusive yfinance date ranges.
- **Config precedence.** An explicit `TRADINGAGENTS_*` value or CLI flag now wins
over interactive defaults for debate and risk round counts,
`--checkpoint / --no-checkpoint`, and the Docker provider profile; invalid
boolean env values fail loudly. (#975, #976, #977)
- **Current-generation model catalog.** Refreshed provider lineups; retired
`gpt-4.1`, Claude Sonnet 4.5, and the Gemini 2.5 line.
- **Optional vendors degrade** instead of aborting a run: a failed macro or
prediction-market lookup returns a no-data sentinel.
- **Analyst prompts lead with the current date** so tool-call date ranges anchor
to the run date rather than the model's training cutoff. (#836)
### Fixed
- **Instrument identity.** Deterministic ticker-to-company resolution prevents
wrong-company hallucination, and a verified market-data snapshot grounds price
and indicator claims. (#814, #830)
- **Social and market data sources.** Reddit RSS-first with 429 backoff,
StockTwits transport hardening, and Alpha Vantage timeout plus
key-versus-rate-limit handling.
- **Structured output.** Local OpenAI-compatible servers no longer reject
object-form `tool_choice`; a thinking model that returns no parsed result falls
back to free text; null-ish strings in optional price fields coerce to `None`.
(#1038, #1051, #1057)
### Removed
- The no-op `analyst_concurrency_limit` config knob; parallel analyst execution
is planned for a later release. (#979)
- The unused committed `uv.lock`. (#1030)
### Contributors
Thanks to everyone who shaped this release through code, design, and reports:
[@CadeYu](https://github.com/CadeYu), [@Zavianx](https://github.com/Zavianx), [@weijianz-opc](https://github.com/weijianz-opc), [@naltun](https://github.com/naltun), [@brahmasky](https://github.com/brahmasky), [@nik2208](https://github.com/nik2208), [@thieucong98](https://github.com/thieucong98), [@Derekko-web](https://github.com/Derekko-web), [@LukiPrince](https://github.com/LukiPrince), [@Eddieargenal](https://github.com/Eddieargenal), [@Ghraven](https://github.com/Ghraven), [@ms32035](https://github.com/ms32035), [@yting27](https://github.com/yting27), [@nyxst4ck](https://github.com/nyxst4ck), [@KenCheung-AIxFinance](https://github.com/KenCheung-AIxFinance), [@yangyusheng2n](https://github.com/yangyusheng2n), [@fareloj](https://github.com/fareloj), [@haosenwang1018](https://github.com/haosenwang1018), [@octo-patch](https://github.com/octo-patch), [@seifenk](https://github.com/seifenk), [@CaoYuhaoCarl](https://github.com/CaoYuhaoCarl), [@mihailnica10](https://github.com/mihailnica10), [@Dado-hash](https://github.com/Dado-hash), [@Handsomemikezzz](https://github.com/Handsomemikezzz), [@ydhawesome](https://github.com/ydhawesome), [@macd2](https://github.com/macd2), [@AyushKar2005](https://github.com/AyushKar2005), [@wildhuman](https://github.com/wildhuman), [@robert23kim](https://github.com/robert23kim), [@bngness](https://github.com/bngness), [@tedix-rodrigo](https://github.com/tedix-rodrigo), [@malaccan](https://github.com/malaccan), [@rfalken78](https://github.com/rfalken78), [@dengli1971-droid](https://github.com/dengli1971-droid), [@proofconcept39](https://github.com/proofconcept39), [@prasta1](https://github.com/prasta1), [@liximin](https://github.com/liximin), [@jeffhuen](https://github.com/jeffhuen), [@mazar](https://github.com/mazar), [@soyangelromero](https://github.com/soyangelromero), [@CNQQC](https://github.com/CNQQC), [@dovetaill](https://github.com/dovetaill), [@fperdigon](https://github.com/fperdigon), [@gyx09212214-prog](https://github.com/gyx09212214-prog), [@RSXLX](https://github.com/RSXLX).
## [0.2.5] — 2026-05-11
### Added
- **Grounded Sentiment Analyst.** The renamed `sentiment_analyst` now reads
real Yahoo News, StockTwits, and Reddit data before generating its report,
replacing the prior flow that could fabricate social posts under prompt
pressure. (#557, #607)
- **MiniMax provider** with the full M2.x catalog (M2.7 / M2.5 / M2.1 / M2
plus highspeed variants, 204K context). Dual-region: Global
(`MINIMAX_API_KEY`) and China (`MINIMAX_CN_API_KEY`).
- **Dual-region Qwen and GLM** with separate keys per region — international
(`DASHSCOPE_API_KEY`, `ZHIPU_API_KEY`) and China (`DASHSCOPE_CN_API_KEY`,
`ZHIPU_CN_API_KEY`), selectable via a secondary region prompt. (#758)
- **`TRADINGAGENTS_*` env-var configurability for `DEFAULT_CONFIG`.** Override
`llm_provider`, deep/quick model IDs, `backend_url`, `output_language`,
debate-round counts, checkpoint flag, and benchmark ticker via `.env` with
type-aware coercion (string / int / bool). (#602)
- **Interactive API-key detection in the CLI.** When the selected provider's
key is missing, the CLI prompts for it and persists the value to `.env`
so the analysis run continues without restart.
- **Remote Ollama support.** `OLLAMA_BASE_URL` points the CLI and the
programmatic client at a remote `ollama-serve`. The CLI surfaces the
resolved endpoint and warns on common malformed inputs. Adds a
`"Custom model ID"` option for models pulled via `ollama pull`. (#648, #768)
- **Configurable news-fetch parameters** in `DEFAULT_CONFIG` — per-ticker
article limit, macro headline limit, lookback window, and macro search
queries. (#606, #683)
- **Configurable alpha benchmark** for non-US tickers. Replaces hardcoded
SPY with regional indices for `.NS` (^NSEI), `.T` (^N225), `.HK` (^HSI),
`.L` (^FTSE), `.TO` (^GSPTSE), `.AX` (^AXJO), `.BO` (^BSESN); explicit
`benchmark_ticker` override available. Eliminates FX drift dominating
alpha for non-USD listings. (#628, #684)
- **Multi-language output covers every user-facing agent** — researchers,
risk debators, research manager, and trader, ending the previous
partial-localization reports. (#575)
- **Model catalog refresh.** OpenAI GPT-5.5 frontier, Anthropic Claude Opus
4.7, Gemini 3.1 Flash-Lite GA, xAI Grok 4.20, Qwen 3.6 line. Versioned IDs
only; auto-shifting aliases moved to the `"Custom model ID"` option.
### Changed
- **Sentiment Analyst** is now consistently named across the CLI dropdown,
status panel, and final reports (previously the backend was renamed but
the CLI still said "Social Analyst"). The `AnalystType.SOCIAL = "social"`
wire value is kept for saved-config back-compat.
### Fixed
- **Structured output works on DeepSeek V4 / reasoner and MiniMax M2.x.**
Those providers reject `tool_choice` per their tool-calling docs; the
binding flow now skips it automatically via a capability table.
- **`pip install .` installations pick up the project `.env`** when running
the CLI as a console script. (#747)
- **Reports save end-to-end** — streamed chunks were previously dropped from
`complete_report.md`. (#719, #736)
- **Ticker prompt preserves exchange suffixes** (`.SH`, `.SZ`, `.SS`, `.HK`,
`.T`, etc.) for A-share, HK, Tokyo, and other non-US flows. (#770)
- **Docker permission errors** no longer block first-run write to
`~/.tradingagents/`. (#519, #627, #672, #771)
- **Config state no longer leaks between runs** when sub-dicts are mutated;
`set_config` partial updates preserve sibling defaults. (#788)
- **`max_recur_limit` config actually applies** — previously read but not
forwarded to the propagator. (#764)
- **Missing-API-key error** names the exact env var to set. (#680)
- **Quieter startup** — suppressed the noisy upstream
`LangChainPendingDeprecationWarning` from langgraph-checkpoint; will be
removed once that package ships its fix.
### Security
- **Ticker path-traversal validation** at every filesystem-path site (cache,
checkpoint database, results) so a malicious ticker cannot escape its
intended directory. (#618)
## [0.2.4] — 2026-04-25
### Added
- **Structured-output decision agents.** Research Manager, Trader, and Portfolio
Manager now use `llm.with_structured_output(Schema)` on their primary call
and return typed Pydantic instances. Each provider's native structured-output
mode is used (`json_schema` for OpenAI / xAI, `response_schema` for Gemini,
tool-use for Anthropic, function-calling for OpenAI-compatible providers).
Render helpers preserve the existing markdown shape so memory log, CLI
display, and saved reports keep working unchanged. (#434)
- **LangGraph checkpoint resume** — opt-in via `--checkpoint`. State is saved
after each node so crashed or interrupted runs resume from the last
successful step. Per-ticker SQLite databases under
`~/.tradingagents/cache/checkpoints/`. `--clear-checkpoints` resets them. (#594)
- **Persistent decision log** replacing the per-agent BM25 memory. Decisions
are stored automatically at the end of `propagate()`; the next same-ticker
run resolves prior pending entries with realised return, alpha vs SPY, and
a one-paragraph reflection. Override path with `TRADINGAGENTS_MEMORY_LOG_PATH`.
Optional `memory_log_max_entries` config caps resolved entries; pending
entries are never pruned. (#578, #563, #564, #579)
- **DeepSeek, Qwen (Alibaba DashScope), GLM (Zhipu), and Azure OpenAI**
providers, plus dynamic OpenRouter model selection.
- **Docker support** — multi-stage build with separate dev and runtime images.
- **`scripts/smoke_structured_output.py`** — diagnostic that exercises the
three structured-output agents against any provider so contributors can
verify their setup with one command.
- **5-tier rating scale** (Buy / Overweight / Hold / Underweight / Sell) used
consistently by Research Manager, Portfolio Manager, signal processor, and
the memory log; Trader keeps 3-tier (Buy / Hold / Sell) since transaction
direction is naturally ternary.
- **Pytest fixtures** — lazy LLM client imports plus placeholder API keys so
the test suite runs cleanly without credentials. (#588)
### Changed
- **`backend_url` default is now `None`** rather than the OpenAI URL. Each
provider client falls back to its native default. The previous default
leaked the OpenAI URL into non-OpenAI clients (e.g. Gemini), producing
malformed request URLs for Python users who switched providers without
overriding `backend_url`. The CLI flow is unaffected.
- All file I/O passes explicit `encoding="utf-8"` so Windows users no longer
hit `UnicodeEncodeError` with the cp1252 default. (#543, #550, #576)
- Cache and log directories moved to `~/.tradingagents/` to resolve Docker
permission issues. (#519)
- `SignalProcessor` reads the rating from the Portfolio Manager's rendered
markdown via a deterministic heuristic — no extra LLM call.
- OpenAI structured-output calls default to `method="function_calling"` to
avoid noisy `PydanticSerializationUnexpectedValue` warnings emitted by
langchain-openai's Responses-API parse path. Same typed result, no warnings.
### Fixed
- Empty memory no longer triggers fabricated past-lessons in agent prompts;
the memory-log redesign makes this structurally impossible since only the
Portfolio Manager consults memory and only when entries exist. (#572)
- Tool-call logging processes every chunk message, not just the last one, and
memory score normalization handles empty score arrays. (#534, #531)
### Removed
- `FinancialSituationMemory` (the per-agent BM25 system) and the dead
`reflect_and_remember()` plumbing; subsumed by the persistent decision log.
- Hardcoded Google endpoint that caused 404 when `langchain-google-genai`
changed its API path. (#493, #496)
### Contributors
Thanks to everyone who shaped this release through code, design, and reports:
- [@claytonbrown](https://github.com/claytonbrown) — checkpoint resume (#594), test fixtures (#588), design feedback on cost tracking (#582) and structured validation (#583)
- [@Bcardo](https://github.com/Bcardo) — memory-log redesign (#579), empty-memory hallucination report (#572), encoding fix proposal (#570)
- [@voidborne-d](https://github.com/voidborne-d) — memory persistence design (#564), portfolio manager state fix (#503)
- [@mannubaveja007](https://github.com/mannubaveja007) — structured-output feature request (#434)
- [@kelder66](https://github.com/kelder66) — RAM-only memory issue (#563)
- [@Gujiassh](https://github.com/Gujiassh) — tool-call logging fix (#534), test stub PR (#533)
- [@iuyup](https://github.com/iuyup) — memory score normalization fix (#531)
- [@kaihg](https://github.com/kaihg) — Google base_url fix (#496)
- [@32ryh98yfe](https://github.com/32ryh98yfe) — Gemini 404 report (#493)
- [@uppb](https://github.com/uppb) — OpenRouter dynamic model selection (#482)
- [@guoz14](https://github.com/guoz14) — OpenRouter limited-model report (#337)
- [@samchenku](https://github.com/samchenku) — indicator name normalization (#490)
- [@JasonOA888](https://github.com/JasonOA888) — y_finance pandas import fix (#488)
- [@tiffanychum](https://github.com/tiffanychum) — stale import cleanup (#499)
- [@zaizou](https://github.com/zaizou) — Docker permission issue (#519)
- [@Stosman123](https://github.com/Stosman123), [@mauropuga](https://github.com/mauropuga), [@hotwind2015](https://github.com/hotwind2015) — Windows encoding bug reports (#543, #550, #576)
- [@nnishad](https://github.com/nnishad), [@atharvajoshi01](https://github.com/atharvajoshi01) — encoding fix proposals (#568, #549)
## [0.2.3] — 2026-03-29
### Added
- **Multi-language output** for analyst reports and final decisions, with a
CLI selector. Internal agent debate stays in English for reasoning quality. (#472)
- **GPT-5.4 family models** in the default catalog, with deep/quick model split.
- **Unified model catalog** as a single source of truth for CLI options and
provider validation.
### Changed
- `base_url` is forwarded to Google and Anthropic clients so corporate proxies
work consistently across providers. (#427)
- Standardised the Google `api_key` parameter to the unified `api_key` form.
### Fixed
- Backtesting fetchers no longer leak look-ahead data when `curr_date` is in
the middle of a fetched window. (#475)
- Invalid indicator names from the LLM are caught at the tool boundary instead
of crashing the run. (#429)
- yfinance news fetchers respect the same exponential-backoff retry as price
fetchers. (#445)
### Contributors
- [@ahmedk20](https://github.com/ahmedk20) — multi-language output (#472)
- [@CadeYu](https://github.com/CadeYu) — model catalog typing (#464)
- [@javierdejesusda](https://github.com/javierdejesusda) — unified Google API key parameter (#453)
- [@voidborne-d](https://github.com/voidborne-d) — yfinance news retry (#445)
- [@kostakost2](https://github.com/kostakost2) — look-ahead bias report (#475)
- [@lu-zhengda](https://github.com/lu-zhengda) — proxy/base_url support request (#427)
- [@VamsiKrishna2021](https://github.com/VamsiKrishna2021) — invalid indicator crash report (#429)
## [0.2.2] — 2026-03-22
### Added
- **Five-tier rating scale** (Buy / Overweight / Hold / Underweight / Sell)
introduced for the Portfolio Manager.
- **Anthropic effort level** support for Claude models.
- **OpenAI Responses API** path for native OpenAI models.
### Changed
- `risk_manager` renamed to `portfolio_manager` to match the role description
shown in the CLI display.
- Exchange-qualified tickers (e.g. `7203.T`, `BRK.B`) preserved across all
agent prompts and tool calls.
- Process-level UTF-8 default attempted for cross-platform consistency
(note: this approach did not actually take effect; replaced in v0.2.4 with
explicit per-call `encoding="utf-8"` arguments).
### Fixed
- yfinance rate-limit errors are retried with exponential backoff. (#426)
- HTTP client SSL customisation is supported for environments that need
custom certificate bundles. (#379)
- Report-section writes handle list-of-string content gracefully.
### Contributors
- [@CadeYu](https://github.com/CadeYu) — exchange-qualified ticker preservation (#413)
- [@yang1002378395-cmyk](https://github.com/yang1002378395-cmyk) — HTTP client SSL customisation (#379)
## [0.2.1] — 2026-03-15
### Security
- Patched `langchain-core` vulnerability (LangGrinch). (#335)
- Removed `chainlit` dependency affected by CVE-2026-22218.
### Added
- `pyproject.toml` build-system configuration; the project now installs via
modern packaging tooling.
### Removed
- `setup.py` — dependencies consolidated to `pyproject.toml`.
### Fixed
- Risk manager reads the correct fundamental report source. (#341)
- All `open()` calls receive an explicit UTF-8 encoding (initial pass).
- `get_indicators` tool handles comma-separated indicator names from the LLM. (#368)
- `Propagation` initialises every debate-state field so risk debaters never
see missing keys.
- Stock data parsing tolerates malformed CSVs and NaN values.
- Conditional debate logic respects the configured round count. (#361)
### Contributors
- [@RinZ27](https://github.com/RinZ27) — `langchain-core` security patch (#335)
- [@Ljx-007](https://github.com/Ljx-007) — risk manager fundamental-report fix (#341)
- [@makk9](https://github.com/makk9) — debate-rounds config issue (#361)
## [0.2.0] — 2026-02-04
This is the largest release since the initial public version. The framework
moved from single-provider to a multi-provider architecture and grew several
production-ready surfaces.
### Added
- **Multi-provider LLM support** (OpenAI, Google, Anthropic, xAI, OpenRouter,
Ollama) via a factory pattern, with provider-specific thinking configurations.
- **Alpha Vantage** integration as a configurable primary data provider, with
yfinance as a community-stability fallback.
- **Footer statistics** in the CLI: real-time tracking of LLM calls, tool
calls, and token usage via LangChain callbacks.
- **Post-analysis report saving** — the framework writes per-section markdown
files (analyst reports, debate transcripts, final decision) when a run
completes.
- **Announcements panel** — fetches updates from `api.tauric.ai/v1/announcements`
for the CLI welcome screen.
- **Tool fallbacks** so a single vendor outage does not stop the pipeline.
### Changed
- Risky / Safe risk debaters renamed to **Aggressive / Conservative** for
consistency with the displayed agent labels.
- Default data vendor switched to balance reliability and quota across
community deployments.
- Ollama and OpenRouter model lists updated; default endpoints clarified.
### Fixed
- Analyst status tracking and message deduplication in the live display.
- Infinite-loop guard in the agent loop; reflection and logging hardened.
- Various data-vendor implementation bugs and tool-signature mismatches.
### Contributors
This release is the first with substantial outside contributions; many community
PRs from late 2025 also landed here.
- [@luohy15](https://github.com/luohy15) — Alpha Vantage data-vendor integration (#235)
- [@EdwardoSunny](https://github.com/EdwardoSunny) — yfinance fetching optimisations (#245)
- [@Mirza-Samad-Ahmed-Baig](https://github.com/Mirza-Samad-Ahmed-Baig) — infinite-loop guard, reflection, and logging fixes (#89)
- [@ZeroAct](https://github.com/ZeroAct) — saved results path support (#29)
- [@Zhongyi-Lu](https://github.com/Zhongyi-Lu) — `.env` gitignore (#49)
- [@csoboy](https://github.com/csoboy) — local Ollama setup (#53)
- [@chauhang](https://github.com/chauhang) — initial Docker support attempt (#47, later reverted; the merged Docker support shipped in v0.2.4)
## [0.1.1] — 2025-06-07
### Removed
- Static site assets that had been bundled with v0.1.0; the public site now
lives separately.
## [0.1.0] — 2025-06-05
### Added
- **Initial public release** of the TradingAgents multi-agent trading
framework: market / sentiment / news / fundamentals analysts; bull and bear
researchers; trader; aggressive, conservative, and neutral risk debaters;
portfolio manager. LangGraph orchestration, yfinance data, per-agent
BM25 memory, single-provider OpenAI integration, interactive CLI.
[0.2.4]: https://github.com/TauricResearch/TradingAgents/compare/v0.2.3...v0.2.4
[0.2.3]: https://github.com/TauricResearch/TradingAgents/compare/v0.2.2...v0.2.3
[0.2.2]: https://github.com/TauricResearch/TradingAgents/compare/v0.2.1...v0.2.2
[0.2.1]: https://github.com/TauricResearch/TradingAgents/compare/v0.2.0...v0.2.1
[0.2.0]: https://github.com/TauricResearch/TradingAgents/compare/v0.1.1...v0.2.0
[0.1.1]: https://github.com/TauricResearch/TradingAgents/compare/v0.1.0...v0.1.1
[0.1.0]: https://github.com/TauricResearch/TradingAgents/releases/tag/v0.1.0
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