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.
- compact at memory-safe token budget (~20k) not the 131k window; gpt-oss
hits oMLX's prefill memory guard ~47k tokens on a 24GB machine
- repair invalid_tool_calls (malformed JSON args) before echoing history —
LangChain serializes the raw malformed string which oMLX 500s on
- retry invokes (4x) with an oMLX watchdog restart between attempts
- ALWAYS finalize: salvage picks from findings even after invoke failures
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016DvdRZkyCy9NJpHYDdPqmS