Drop annual/quarterly reports dated after curr_date to prevent look-ahead. ``_make_api_request`` returns the fundamentals payload as a JSON strin

Prompt for a required value; exit cleanly if the user cancels. ``questionary.text(...).ask()`` returns None on Ctrl-C/Esc; mirror the exit-on

A minimal context-manager response whose read() runs ``read_fn``.

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

Build a MagicMock LLM whose with_structured_output binding captures the prompt and returns a real PortfolioDecision (so render_pm_decision works).

MagicMock LLM whose structured binding captures the prompt and returns a real SentimentReport so render_sentiment_report works.

The value to stream/invoke: ``None`` to resume an existing checkpoint, else the initial state for a fresh run. LangGraph resumes an i

Drop a completed run's checkpoint so a later run starts fresh (#1249).

Drop financial statement columns (fiscal period timestamps) after curr_date. yfinance financial statements use fiscal period end dates as columns

Return shared model options for a provider and selection mode.

Initialize the configuration with default values.

Fetch OHLCV data with caching, filtered to prevent look-ahead bias. Downloads 5 years of data up to today and caches per symbol. On subsequen

Process a signal to extract the core decision.

Render a TraderProposal to markdown. The trailing ``FINAL TRANSACTION PROPOSAL: **BUY/HOLD/SELL**`` line is preserved for backward compatibil

Determine if risk analysis should continue.

Save a completed run's reports to ``save_path``; return the complete-report path.

Drop oldest resolved blocks when their count exceeds max_entries. Pending blocks are always kept (they represent unprocessed work). R

Stub _bedrock_class so the constructor kwargs are testable without the optional langchain-aws extra installed.

Create tool nodes for different data sources using abstract methods.

Normalize the date column to ``Date``. Some yfinance builds leave the index unnamed (so ``reset_index()`` yields ``index``) or use ``Datetime

Extract article data from yfinance news format (handles nested 'content' structure).

Default path: parse the public Atom search feed for a subreddit. Carries no score / comment counts, so those fields are left None and the pos

(display_name, provider_key, base_url) for every supported provider. Shared by the interactive picker and by env-driven configuration so an e

Point-in-time cutoff for past-context lessons (#1251). A historical/backtest run (trade date before today) filters lessons to those a

Gamma encodes ``outcomes``/``outcomePrices`` as JSON-string arrays.

Minimal DataFrame matching yfinance .history() output shape. Uses a DatetimeIndex like real yfinance output, so resolution-date extraction (s

Build a resolved entry tag, recording the outcome's known-by date. ``resolution_date`` (the date of the last price bar used for the return)

Select a model for the given provider and mode (quick/deep).

Whether the (native OpenAI) model accepts ``reasoning_effort``.

Apply multiple outcome updates in a single read + atomic write. Each element of updates must have keys: ticker, trade_date, raw_retur

Remove checkpoint for a specific ticker+date by deleting the thread's rows.

Convert various date formats to YYYYMMDDTHHMM format required by Alpha Vantage API.

Get arguments for the graph invocation. Args: callbacks: Optional list of callback handlers for tool execution tracking.

Build known model names from the shared CLI catalog.

Return a configured ChatOpenAI instance, driven by the provider registry.

Whether ``provider`` is served by the OpenAI-compatible registry.

Whether a ticker entry is acceptable (charset + length). Allows the characters Yahoo symbols use, including ``=`` for futures/forex like ``GC

True when ``symbol`` only contains characters Yahoo symbols use.

Run the trading agents graph for a company on a specific date. ``asset_type`` selects between the stock pipeline (default) and the cr

Render a ResearchPlan to markdown for storage and the trader's prompt context.

Resolve the backend URL with the correct precedence. An explicit env override (``env_url``, from ``TRADINGAGENTS_LLM_BACKEND_URL`` via ``DEFA

Resolve ticker identity once and return the full instrument context. Deterministic yfinance lookup (cached, fail-open) injected into a

Write the markdown report tree for a completed run, like the CLI does. Programmatic callers get the same on-disk reports the CLI produces. Pa

Determine if debate should continue.

Apply TRADINGAGENTS_* env vars to the config dict in-place.

Lazily import langchain-aws (the optional ``[bedrock]`` extra) and return a ChatBedrockConverse subclass with normalized content output. Impo

Assemble the run config from interactive selections, honoring env precedence. Round counts and checkpoint follow "explicit env/flag wins": an env

Assemble the sentiment-analyst system message with structured data blocks.

Normalize a stock DataFrame for stockstats: parse/normalize dates and coerce prices to numeric (NaN where invalid). Dropping incomplete rows and

Return a trimmed string, or None for empty / placeholder-ish values.

Coerce env-var string to the type of the existing default value. Invalid values raise ``ValueError`` rather than silently falling back to a d

Return parsed dates from an OHLCV frame, whether Date is a column or the index.

Fetch available models from the OpenRouter API.

Fetch one subreddit, RSS-first. The JSON search endpoint is reliably WAF-blocked (403) for public clients, so we go straight to the RSS feed

Drop rows with no close and forward/back-fill remaining price gaps so indicators compute on a continuous series.

Filter CSV data to include only rows within the specified date range. Args: csv_data: CSV string from Alpha Vantage API star

Concise prompt for reflect_on_final_decision (Phase B log entries). Produces 2-4 sentences of plain prose — compact enough to be re-injected