Append pending entry at end of propagate(). No LLM call.

Parse all entries from log. Returns list of dicts.

Resolve capabilities by exact ID, then pattern, then default.

Map a user/broker symbol to its canonical Yahoo Finance symbol. Resolution order (first match wins): 1. Explicit alias table (metals, energ

Update the configuration with custom values. Dict-valued keys (e.g. ``data_vendors``) are merged one level deep so a partial update like ``{"

Return formatted past context string for agent prompt injection. When ``as_of`` (yyyy-mm-dd) is given, only lessons whose outcome was

Return the instrument context for the current run. Prefers the identity-resolved context computed once at run start and stored on the state (

Validate ``value`` is safe to interpolate into a filesystem path. Tickers come from user CLI input or from LLM tool calls, both of which can

Replace pending tag and append REFLECTION section using atomic write. Finds the first pending entry matching (trade_date, ticker), updates

Create an LLM client for the specified provider. Provider modules are imported lazily so that simply importing this factory (e.g. during test

Return a prompt instruction for the configured output language. Returns empty string when English (default), so no extra tokens are used. App

Get the current configuration.

Extract a 5-tier rating, or ``REVIEW`` when the decision has none. For callers that need a string for every decision, such as the memory log's

Get provider-specific kwargs for LLM client creation.

The date a tool serves: the model's date, but never later than the run's. A model can omit the date or pass today's instead of the analysis date,

Route method calls to appropriate vendor implementation with fallback support.

Check if model name is valid for the given provider. For ollama, openrouter, and openai_compatible - any model is accepted.

Extract a 5-tier rating from prose, or ``None`` if none is present. Two-pass strategy on the NFKC-normalized text (so fullwidth punctuation like

Whether an item belongs in the half-open window ``[start, end + 1 day)``. ``pub_dt`` None means undated: kept only when the window reaches the pr

Helper function to make API requests and handle responses. Raises: AlphaVantageRateLimitError: When API rate limit is exceeded

Return the env var name for `provider`'s API key, or None if not applicable. Unknown providers also return None — callers should treat that as

Deterministic thread ID for a ticker+date pair. ``signature`` folds in graph-shape-affecting run choices so a resume under a different graph

Execute a yfinance call with exponential backoff on rate limits. yfinance raises YFRateLimitError on HTTP 429 responses but does not retry th

Epoch seconds for UTC midnight of ``date_str`` (host-timezone independent).

Fetch raw and alpha return for ticker over holding_days from trade_date. ``benchmark`` is the index used as the alpha baseline (resolved by t

Set/clear env vars then reload default_config to re-evaluate DEFAULT_CONFIG.

Pick the benchmark ticker for alpha calculation against ``ticker``. ``config["benchmark_ticker"]`` overrides everything when set; otherwise

Store a decision then immediately resolve it via the API.

Describe the exact instrument so agents preserve identity and ticker. When ``identity`` is provided (resolved deterministically via :func:`re

Analyze every ticker on every date, into a decision log of this run's own. The live log stays untouched: a sweep would otherwise flood the contex

Score the settled decisions in a log, by rating.

Resolve pending log entries for ticker at the start of a new run. Fetches returns for each same-ticker pending entry, generates reflections,

Create a sentiment analyst node for the trading graph. Pre-fetches news + StockTwits + Reddit data, injects them into the prompt as structure

Return the caller's portfolio block, or a notice that none was given. A run without portfolio context must not read as a flat book: the agents

The previous run's answers, or an empty dict when there is nothing usable. Convenience state: an unreadable or corrupt file means no defaults, ne

Reject OHLCV whose latest row is far older than curr_date. Raises NoMarketDataError (with a stale-specific detail) so the router treats it li

Extract bind() kwargs from a with_structured_output result.

Validate an ``llm_max_retries`` value to a non-negative int. Accepts an int or a numeric string (env vars arrive as strings). Rejects boolean

Validate a ``max_tokens`` value to a positive int (env vars are strings).

OHLCV frame whose date column is named `date_col`.

Graph-shape inputs that must invalidate a checkpoint if changed. Keyed into the checkpoint thread ID so a resume under a different analyst

Placeholder for a window a feed did not fully observe, else None. Yahoo news and the Reddit and StockTwits feeds return their latest items wh

Return the crypto base (e.g. ``BTC``) for a known USD/USDT/USDC-quoted crypto symbol in any form the pipeline may hold — ``BTC-USD``, ``BTCUSD``,

Context manager yielding a SqliteSaver backed by a per-ticker DB.

Return entries with outcome:pending (for Phase B).

Opponent's latest argument, or an explicit opening marker when empty. The first speaker in each debate round receives an empty opponent response;

Report an empty Yahoo result as an absence, or as an outage if it is one. yfinance returns an empty frame for a failed request rather than raisin

Resolve deterministic identity metadata (company name, sector, …) for a ticker. This exists to stop the pipeline from hallucinating a *different*

Keep only the remembered answers that are still choosable now.

Warn when the model is outside the known list for the provider.

Build a _request replacement that dispatches on the endpoint path.

Drive load_ohlcv against a pre-seeded cache frame (no network).

Write a completed entry directly to file, bypassing the API.

Return shared model options for a provider and selection mode.

Run the structured call and render to markdown; fall back to free-text on any failure. ``prompt`` is whatever the underlying LLM accepts (a strin

Normalize LLM response content to a plain string. Multiple providers (OpenAI Responses API, Google Gemini 3) return content as a list of type

Single reflection call on the final trade decision with outcome context. Used by Phase B deferred reflection. The final_trade_decision alread

An analyst's report, or a marker saying it was never produced. A report is empty when its analyst was not selected, refused, or returned noth

Record the answers worth offering next time; failure is never fatal.

LLM whose structured binding records the prompt it was handed.

Normalise a langchain LLM input to a list of message objects. Accepts a list of messages, a ``ChatPromptValue`` (from a ChatPromptTemplate),

True when ``base_url`` is unset or points at api.openai.com. The Responses API (/v1/responses) only exists on native OpenAI. A custom base_ur