Add dynamic agent registry and options mandate

Introduces a dashboard-managed agent registry (`state/agents.json`) used by nightly research and market-open execution, including support for custom/disabled agents and per-agent time budgets. Expands personas to four agents (adds Maverick), shifts pick targets to include mandatory options, and updates prompts/finalization nudges to enforce option research without hard-failing runs.

Strengthens execution safety by adding option-specific guardrails (conviction floor, premium cap, reserved option slot through trade/day/buying-power caps), validates OCC option symbols in schemas, and normalizes invalid option direction cases. The dashboard was refactored into modular views, adds an Agents admin tab, and improves live portfolio visibility with Alpaca-first data and snapshot fallback.
This commit is contained in:
Aryan Singh committed 2026-07-07 22:00:20 -05:00
1 parent b3821abd69
commit e1ac514f30
36 files changed
+1476 -294

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@@ -17,7 +17,7 @@ sys.path.insert(0, str(Path(__file__).resolve().parent.parent))
from loguru import logger # noqa: E402
from agents.schemas import AgentOutput # noqa: E402
from config.personas import PERSONAS # noqa: E402
from config.agent_registry import load_personas # noqa: E402
from config.risk import DEFAULT_RISK # noqa: E402
from config.settings import get_settings # noqa: E402
from execution import broker as broker_mod # noqa: E402
@@ -111,9 +111,11 @@ def main(force: bool = False, date: str | None = None) -> int:
db.record_thesis(con, trade_date, o.persona_id, pick.model_dump(mode="json"))
con.commit()
# 4. per-persona: own account, own guardrails, own orders
# 4. per-persona: own account, own guardrails, own orders (registry: an agent disabled
# on the dashboard after its research ran will NOT have its picks executed)
personas = load_personas()
total_placed = 0
for persona in PERSONAS:
for persona in personas:
out = by_persona.get(persona.id)
if not out or not out.picks:
continue
@@ -196,7 +198,7 @@ def main(force: bool = False, date: str | None = None) -> int:
(trade_date,),
).fetchall()
lines = [f"**{total_placed} orders placed** across accounts for {trade_date}.", ""]
for persona in PERSONAS:
for persona in personas:
ords = [r for r in rows if r["agent"] == persona.id]
snap = db.latest_snapshot(con2, persona.id)
eq = f"${snap['equity']:,.2f}" if snap else "n/a"