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Domini singoliCRITICAL R-AUDITMulti-agent LLM trading decisions su framework TauricResearch/TradingAgents (Apache 2.0, 60.5k★, v0.2.4). Pipeline 4 Analyst (Fundamentals/Sentiment/News/Technical) → 2 Researcher debate (Bull/Bear) → Trader → Risk Manager → Portfolio Manager. Output 5-tier rating (BUY/OVERWEIGHT/HOLD/UNDERWEIGHT/SELL) + score [-1,+1] …
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# valoswiss-trading-agents (30°)
**Macro-categoria**: 📊 QUANT-INTELLIGENCE (1° agente di questa categoria)
**Scope**: Multi-agent LLM trading decisions su ticker singoli o watchlist batch
**Born**: 2026-05-01 (W1 sidecar + W3 NestJS module + W4 frontend + W5 admin/cron + Deliverable 2 API Keys Inventory in commit window)
**Owner downstream**: ADVISOR (vista decisioni proprie) · SUPERVISOR/ADMIN (cross-tenant + admin watchlist)
**Last aligned**: 2026-05-02 V16 (deploy ws+az operational + 3-Point Registration completata)
---
## §0 · Pre-flight check (entry rituale dell'agente)
Prima di ogni intervento, verifica in quest'ordine:
1. **Branch + working tree**
```bash
cd ~/git/valoswiss && git status --short && git log -3 --oneline
```
2. **Sidecar Python health**
```bash
curl -s http://127.0.0.1:8890/healthz | jq .
```
Deve ritornare `{"status":"ok","version":"...","useReal":true|false}`. Se 502/connection refused → sidecar PM2 down: `pm2 list | grep trading-agents-py`.
3. **NestJS proxy health**
```bash
curl -s http://127.0.0.1:4010/api/trading-agents/health -H "Cookie: valo_token=<dev-token>"
```
Deve ritornare `{ sidecar:{status:'ok'}, circuitBreaker:{state:'closed', failures:0} }`.
4. **Prisma schema sync**
```bash
cd apps/api && npx prisma migrate status
```
Verifica che le 3 model `TradingDecision` / `TradingAnalystReport` / `TradingWatchlist` + 2 enum `TradingDecisionStatus` / `TradingRating` siano applicati.
5. **Tenant configs**: `tenants/ws.json` e `tenants/az.json` devono avere `"tradingAgents": true` subito dopo `modelPortfolio`.
6. **Persona pack**: `apps/api/src/common/persona-packs/persona-packs.constants.ts` deve avere `'tradingAgents'` in `defaultModules` per `ADVISOR` + `RELATIONSHIP_MANAGER` (NON in PROSPECT/RETAIL_CLIENT/AFFLUENT_CLIENT/UHNW_CLIENT/FAMILY_OFFICE_PRINCIPAL → MIFID II).
7. **Module registry**: `apps/web/src/lib/module-registry.ts` deve esporre entry `tradingAgents` con `sidebarSection: 'OPERARE'`, `requiredRole: 'ADVISOR'`, `personaHint: 'predictive'`, icon `📊`.
8. **R-Audit gate**: prima di qualsiasi commit su file CRITICAL (vedi §6), eseguire `npx tsx scripts/r-audit.ts <file> --validate-business-logic`.
Se uno qualunque dei 7 punti fallisce, **fermati e annota la deviazione** prima di procedere — la 3-Point Registration è invariante non negoziabile (vedi `feedback_new_module_registration.md`).
---
## §1 · Aree di competenza
### 1.1 Pipeline 9-agent quant
1. **4 Analyst layer** (quick_think LLM) — first-pass intake & analysis
- **Fundamentals** — bilancio, multipli, cash-flow, debt ratio
- **Sentiment** — social/news/Reddit/X tone scoring
- **News** — eventi catalitici (M&A, earnings, regulatory)
- **Technical** — indicatori (MACD, RSI, momentum, volume)
- Modello: GPT-5-mini (`trading-premium`) o Gemini 3.1 Pro (`trading-uhnw`)
2. **2 Researcher debate** (deep_think LLM) — Bull vs Bear N round
- 2 round default `trading-premium`, 3 round `trading-uhnw`
3. **Trader** (deep_think) — sintetizza debate in plan operativo BUY/HOLD/SELL
4. **Risk Manager** (deep_think) — valida vs risk profile cliente + concentrazione portfolio
5. **Portfolio Manager** (deep_think) — `final_trade_decision` binding (output ufficiale)
### 1.2 Output strutturato Pydantic
```python
{
"ticker": "AAPL",
"asOfDate": "2026-05-02",
"rating": "BUY", # BUY|OVERWEIGHT|HOLD|UNDERWEIGHT|SELL
"score": 0.72, # [-1.0, +1.0]
"rationale": "...", # synthesized 200-400 token
"reports": [ # 9 entries: 4 analyst + 2 researcher + trader + risk + pm
{ "role": "FUNDAMENTALS_ANALYST", "content": "...", "model": "gpt-5-mini", "tokensIn": 1820, "tokensOut": 412 },
{ "role": "SENTIMENT_ANALYST", "content": "...", ... },
{ "role": "NEWS_ANALYST", "content": "...", ... },
{ "role": "TECHNICAL_ANALYST", "content": "...", ... },
{ "role": "BULL_RESEARCHER", "content": "...", ... },
{ "role": "BEAR_RESEARCHER", "content": "...", ... },
{ "role": "TRADER", "content": "...", ... },
{ "role": "RISK_MANAGER", "content": "...", ... },
{ "role": "PORTFOLIO_MANAGER", "content": "...", ... }
]
}
```
### 1.3 Persona visibility
- **ADVISOR** (ws+az): solo proprie portfolios scoped (filter `userId` su `TradingDecision.requestedBy`)
- **RELATIONSHIP_MANAGER**: idem ADVISOR
- **SUPERVISOR/ADMIN**: cross-tenant + admin watchlist + tier override + cron config
- **CLIENT/PROSPECT/RETAIL_CLIENT/AFFLUENT_CLIENT/UHNW_CLIENT/FAMILY_OFFICE_PRINCIPAL**: NEGATO assoluto — MIFID II compliance, niente raccomandazioni dirette al cliente finale
### 1.4 Tier presets (`runner.py:TIER_PRESETS`)
| Tier | deep_think | quick_think | debate_rounds | use case |
|---|---|---|---|---|
| `trading-premium` | Claude Sonnet 4.6 | GPT-5-mini | 2 | default ws+az |
| `trading-uhnw` | Claude Opus 4.7 | Gemini 3.1 Pro | 3 | UHNW watchlist + family office |
Override env (priorità: env > tier preset):
- `TRADING_AGENTS_DEEP_MODEL`
- `TRADING_AGENTS_QUICK_MODEL`
- `TRADING_AGENTS_UHNW_DEEP_MODEL`
- `TRADING_AGENTS_UHNW_QUICK_MODEL`
---
## §2 · Modello concettuale (architettura completa V11→V16)
```
┌─────────────────────────────────────────────────────────────────────────────┐
│ Frontend Next.js (apps/web) │
│ ├─ /trading-agents [ADVISOR+] │
│ │ page.tsx — lista filtri ticker/tenant + RATING_COLORS badge │
│ │ RunDecisionDialog — modal trigger nuova analisi │
│ ├─ /trading-agents/[id] [ADVISOR+] │
│ │ drill-down hero rating gigante + Bull-vs-Bear side-by-side │
│ │ accordion 9 analyst report con role badges colorati │
│ │ polling 3s SOLO se RUNNING/PENDING (anti-recurrence rrr) │
│ │ MIFID II disclaimer footer client-side (anti-recurrence sss) │
│ └─ /control-panel-v2/ai/trading-agents [SUPERVISOR/ADMIN] │
│ health card sidecar + tier presets info + watchlist editor │
│ /control-panel-v2/secrets [SUPERVISOR/ADMIN] │
│ ApiKeysCard.tsx (~380 LOC) — banner 3 contatori + filtri criticality │
│ + tabella sortable + status pill + crit pill + drawer drill-down │
└─────────────────────────────────────────────────────────────────────────────┘
│ cookie valo_token
▼
┌─────────────────────────────────────────────────────────────────────────────┐
│ NestJS API :4010 (apps/api) │
│ ├─ TradingAgentsModule (10 file ~1100 LOC, commit ccf80e6 W3) │
│ │ ├─ trading-agents.controller — Roles ADVISOR/SUPERVISOR/ADMIN │
│ │ │ GET/POST /decisions, GET /decisions/:id, GET /decisions/:id/poll │
│ │ │ GET /health, GET /watchlist, POST/DELETE /watchlist (SUP/ADM) │
│ │ ├─ trading-agents.service — facade + quota guard │
│ │ ├─ services/decision-runner.service — Prisma persist + Wave 1.6 │
│ │ │ getter espliciti tradingDecision/AnalystReport/Watchlist │
│ │ ├─ services/python-sidecar.client — circuit breaker 3 fail→30s │
│ │ │ open auto-recover (anti-recurrence (qqq)) │
│ │ ├─ services/watchlist.service — CRUD multi-tenant scoped │
│ │ ├─ services/telegram-alerts.service (W6, ~135 LOC) │
│ │ │ notifyRatingShift(ticker, tenant, new, score, prev) │
│ │ │ notifySecretAlert(envVar, severity, days) │
│ │ ├─ services/portfolio-integration.service (W10 stub) │
│ │ │ syncWatchlistFromPortfolios + getStrategicWatchCrossRef │
│ │ ├─ trading-agents.cron — @Cron('30 4 * * *') HA-master │
│ │ ├─ cost-ledger-external.controller — POST /admin/cost-ledger/ │
│ │ │ record-external (loopback-only + X-Internal-Secret) │
│ │ └─ types/zod schemas │
│ ├─ ApiKeysInventoryModule (Deliverable 2 V1+V2) │
│ │ ├─ api-keys-inventory.service — computeReport + assertCriticalSecrets │
│ │ │ + loadInventory() con overrides JSON SSOT canonico │
│ │ │ + updateMetadata async + AuditLogService.log │
│ │ ├─ api-keys-inventory.controller — GET /admin/api-keys-status │
│ │ │ GET /alerts, PATCH /:envVar (Zod) Roles SUP/ADM │
│ │ └─ api-keys-cron.service — @Cron('0 9 * * *') daily 09:00 CET │
│ │ HA-master, push solo prod && (expired || expiring && <7d) │
│ └─ TenantPrismaService — getter espliciti Wave 1.6 (NON `as any`) │
└─────────────────────────────────────────────────────────────────────────────┘
│ httpx async POST/GET
▼
┌─────────────────────────────────────────────────────────────────────────────┐
│ Sidecar Python FastAPI :8890 (services/trading-agents-py, W1 V11 + W2 V13) │
│ ├─ app.py — router :8890 (lifespan handler + 5 endpoint) │
│ │ POST /run (sync 30-120s) │
│ │ POST /run-async (job_id immediato) │
│ │ GET /jobs/:id (poll status PENDING/RUNNING/SUCCESS/FAILED) │
│ │ POST /backtest (W7 stub-w7 → W7.1+ stub-w7-real-placeholder) │
│ │ GET /healthz │
│ ├─ runner.py (W1 mock + W2 real) │
│ │ ├─ TIER_PRESETS = { 'trading-premium': {...}, 'trading-uhnw': {...} } │
│ │ ├─ resolve_config(tier) → preset + env overrides │
│ │ ├─ run_decision_mock(ticker) — W1 dev/test │
│ │ ├─ run_decision_real(ticker) — W2 lazy import tradingagents │
│ │ │ USE_REAL=1 env flag (anti-recurrence: lazy import evita 600MB │
│ │ │ import time se W7+ deps non installate) │
│ │ ├─ _serialize(state) → Decision (10 ruoli mappati) │
│ │ ├─ _extract_rating(decision_str) → 5-tier mapping + score [-1,+1] │
│ │ └─ _report_costs(usage) — best-effort, non blocking │
│ ├─ cost_reporter.py — httpx async POST a NestJS, fail-safe │
│ ├─ backtest_runner.py (W7 stub, commit 333e45e) │
│ │ ├─ lazy import backtrader (_load_or_train_model placeholder W7.1+) │
│ │ ├─ run_backtest(ticker, fromDate, toDate, strategy) │
│ │ └─ serialize_strategy_metrics(cerebro, strategy) │
│ │ sharpe/drawdown/totalReturn extraction │
│ ├─ ml_replay.py (W9-W10 stub) │
│ │ ├─ predict_shadow_rating(ticker, features) — W9 mock │
│ │ │ W9.1+ sklearn GradientBoostingClassifier ensemble │
│ │ └─ evaluate_rating_history(decisions[]) — walk-forward validation │
│ ├─ provider_failover.py (W6 prep) │
│ │ ├─ resolve_failover_chain(role, tier) → ordered list │
│ │ │ chain: Anthropic → OpenAI → Gemini │
│ │ ├─ MAX_RETRIES_PER_PROVIDER=1 │
│ │ └─ with_failover(callable) — exponential backoff base 2s │
│ ├─ requirements.txt — W1 (fastapi 0.115 + uvicorn + httpx + pydantic 2.9) │
│ ├─ requirements-real.txt — W2 lazy on-demand (~600MB) │
│ ├─ Makef
…[truncato — apri il file MD per testo completo]