File-based persistent memory that survives across sessions.

File-based persistence store for SwarmRun. Each run is stored under base_dir/{run_id}/. run.json uses atomic writes (write to .tmp then renam

Query SEC Form 13F-HR institutional holdings three ways.

An open position in a single instrument. Args: symbol: Instrument identifier. direction: 1 for long, -1 for short. entry_

LLM response. Attributes: content: Text content (final answer or thinking text). tool_calls: List of tool call requests.

Look through an ETF to its constituents, or search the ETF universe.

eToro connector connection settings. Args: api_key: eToro Public API key (shared across demo and real paths). user_key: eToro use

Run-scoped identity state machine and evidence ledger.

Durable, crash-safe persistence for scheduled research jobs. The store is a thin envelope around a dict of :class:`~src.scheduled_research.mo

A single dated cash amount in one currency. Attributes: date: Settlement date. ``datetime`` and ISO-8601 strings are accepted

An ordered, immutable collection of ``CashFlow`` in one currency. Flows are sorted by date at construction with a stable sort, so several flo

Thin REST client for eToro Public API.

Load skills from bundled skills/ directory and user skills directory. Attributes: skills: Loaded skill list (bundled + user-created).

In-memory registry of all discoverable alphas across zoo subdirectories.

SQLite-backed store for finance research goals.

Mean-variance weights penalized for turnover against prior weights. Attributes: risk_aversion: Weight on the variance term (lambda).

A-share market engine. Config keys: - commission_rate: default 0.00025 (万2.5) - commission_min: default 5.0 (RMB) - stamp_tax:

ReAct Agent core loop. Attributes: registry: Tool registry. llm: ChatLLM client. memory: Workspace memory. max_it

Root configuration model composing all environment variable groups. Instantiating with no arguments reads every recognised env var from ``os.

One immutable live-action audit record (SPEC.md Consent §5). Attributes: kind: The live-action kind (``order_placed`` | ``order_rejected`

File-backed registry for research hypotheses.

Manages BM25-based semantic links between memory entries. Responsible for discovering related memories via BM25 similarity scoring, persistin

Role definition for a single agent in a Swarm. Parsed from YAML presets, describes the agent's identity, available tools, and constraints. A

A task node in the Swarm DAG. Each task is bound to an agent. Dependencies are declared via depends_on, and blocked_by tracks remaining incom

Tool registry.

JSONL trace writer, one record per line, crash-safe. Attributes: dir_path: Directory containing ``trace.jsonl`` and sidecar blobs.

Manages hierarchical directory structure for memory entries. Provides O(category_size) routed access to memory files organized by memory_type

Search academic finance papers and convert them into factor briefs.

Artifact file metadata.

Tool call request returned by the LLM. Attributes: id: Tool call ID (used to match tool_result messages). name: Tool name.

Session-scoped event bus with subscribers and buffered events. V5: Inject the asyncio event loop with ``set_loop()``, and use ``call_soon_thr

Dict/list-backed reference implementation of ``StrategyStoreProtocol``. Thread-safe via ``threading.RLock``. Intended for tests and as a templat

Lifecycle management for persistent memory: quality scoring, decay, GC. Wraps a PersistentMemory instance and provides reinforcement, garbage

Filesystem-backed persistent storage. Directory structure:: sessions/ ├── {session_id}/ │ ├── session.json │

Base class for every refusal a valuation model makes.

Records the order in which the runner reaches each tick stage.

Forex/metals OHLCV from the local MT5 terminal (Windows, opt-in extra).

Fetch a stock's three financial statements or key per-period indicators.

A multi-turn conversation session. Attributes: session_id: Unique identifier. title: User-visible session title. status:

Compute common technical indicators for a symbol. Fetches OHLCV data through the existing loader pipeline, then computes RSI, MACD, Bollinger

Validates backtest config.json before execution.

Three-level compression pipeline for memory entries.

TickerAll hosted-MT5 forex/metals OHLCV loader (key-gated, HTTP, no terminal).

Input for appending traceable evidence to a goal.

Fetch order-bucket net capital inflow (main/large/medium/small) for stocks.

One human-readable if-then rule distilled from profitable roundtrips. Attributes: rule_id: Stable ID like "R1", "R2". human_text:

Complete state of a single Swarm preset execution. Persisted as .swarm/runs/{id}/run.json; the top-level aggregate root. Attributes:

Exchange-independent open-position accounting state.

Look up sector / concept board membership for a stock, or rank boards.

Analyze market sentiment from text and external indices. Two modes: - ``sentiment_score``: score any free-text (news headline, tweet, etc.) o

Swarm DAG orchestration engine. Manages the full lifecycle of a swarm run: creation, scheduling, execution, and cancellation. Each run execut

Query the local published Taiwan stock database.

Minimal stand-in for ChatLLM's response object.

A caller-supplied judgement, carried through to the result. Attributes: name: What is being assumed, e.g. ``"terminal_growth"``.

Cross-market engine with shared capital pool. Sub-engines are stateless rule providers. All positions, capital, and trades live here (inherit

CCXT-backed crypto OHLCV loader (100+ exchanges).

Evaluates factor/strategy health and determines status transitions. Pure logic — no I/O, no database access. Feed it metrics and get decisions.

Broker-agnostic normalized order, units explicit. Attributes: symbol: Normalized upper-case symbol (e.g. ``AAPL``, ``BTC-USDT``).

Who a session belongs to, and how much that claim is worth. A ``Principal`` exists so that a number produced by this system can be traced to

Return value after worker execution completes. Attributes: status: WorkerStatus — completed|failed|timeout|token_limit|incomplete.

Minimal stand-in for the ``requests.Response`` fields the tool reads.

Single-asset USDT account state without open-order margin.

Fetch A-share sell-side research reports plus market consensus EPS.

Register a new factor or strategy into the strategy store.

Swarm event log entry. Appended to events.jsonl; supports SSE streaming and post-run audit. Attributes: type: Event type, e.g. "run_

File-based persistence layer for tasks. Each task is stored at run_dir/tasks/task-{id}.json. Attributes: run_dir: Root directory of

A user-selectable trading connector profile. Args: id: Stable profile id used by CLI/tools. connector: Broker/connector key, e.g.

Backtest result for an artifact.

US / HK / Canada equity engine, selected by *market* parameter. Config keys: - slippage_us: default 0.0005 - slippage_hk: default 0.0

Immutable bounded-autonomy mandate for one live broker channel. Loaded read-only at session boot from the user-side protected store. The agen

Rank a full market's listed instruments by change%, volume or turnover.

Mutable persisted state for a scheduled research / backtest job. Attributes: id: Unique job identifier (caller-supplied UUID or slug).

Read-only per-stock and global financial news headlines.

Background thread execution + notification queue.

AKShare universal OHLCV loader (free, no auth).

Financial Modeling Prep US-equity OHLCV loader (key-gated, HTTP).

Background thread that emits keepalive ticks while a tool runs. Use as a context manager around a single tool invocation: with Heartbeat

Crash-safe, on-disk persistence for the scheduler's job set. The store is a thin durable envelope around a list of :class:`Job`. It owns only

SQLite FTS5 index for memory full-text search. Supports: - Indexing individual memory entries as they are created/updated - Full-

Raised when no data source is available for a given market.

Raised when provider streaming fails before a complete response.

Equal-risk-contribution weights on the long-only simplex.

Execute entry scripts inside a run directory and collect outputs.

Small DataProvider contract for Tushare financial statement tables.

Layer (b): user-set universe the agent picks symbols WITHIN. Not a ticker whitelist — that would kill agent discovery. The agent selects indi

Search the web via ddgs across several free engines and return top results.

Format OpenBB workspace context and inject it into the user message.

ChatOpenAI that preserves provider reasoning across invoke + stream. langchain-openai 0.3.x drops non-standard fields in three paths:

Provenance proving the user (not the agent) authored this mandate. Attributes: created_at: ISO-8601 UTC timestamp the user committed the

Surface Chinese A-share restricted-share unlock (限售解禁) schedules.

One European option leg in a payoff calculation. Attributes: option_type: ``"call"`` or ``"put"``. strike: Positive strike price.

Background poller that dispatches due scheduled research jobs.

A listed security identified by a ticker on a venue. A ``Security`` here is the *reference* record only. Its price history still belongs to t

SQLite-backed strategy/factor artifact store. Satisfies ``StrategyStoreProtocol``. Uses WAL mode for concurrent reads, FK constraints for re

Minimal stand-in for ``cli.main.InteractiveContext``.

Small response stub for the loader's embedded HTTP client.