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Vibe-Trading: Agent Trading Pribadi Anda

Satu Perintah untuk Membekali Agent Anda dengan Kapabilitas Trading yang Lengkap

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🔍 Agent Trading yang Terus Berkembang • Riset market dengan bahasa alami • Draft strategi serta analisis file/web • Workflow berbasis memory	🐝 Tim Trading Multi-Agent • Tim investasi, quant, crypto, dan risiko • Progress streaming dan laporan yang tersimpan • Worker berlandaskan data market yang diambil
📊 Data & Backtest Lintas Market • Saham A / HK / AS / Kanada / UK / India / Korea, crypto, futures, dan forex • Fallback data dan backtest komposit • Data PIT, validasi, dan run card	👥 Shadow Account • Diagnosis perilaku dari jurnal broker • Perbandingan Shadow Account berbasis aturan • Laporan audit dan kode strategi yang dapat diekspor

` or the connection center) and never falls back to a default account; its equity positions are listed unpriced until the quote reply is mapped, and an account that also holds options, crypto, futures, event contracts, mutual funds or fixed income fails the source instead of showing an equity-only view. A new built-in connector or local plugin defaults to **Experimental** until its portfolio contract fixtures are added. ### Onboarding connector yang ramah AI Connector SDK bawaan memublikasikan satu kontrak onboarding machine-readable: tipe autentikasi, field kredensial wajib, dependency opsional, perintah instalasi, dan operasi read-only yang digunakan untuk verifikasi. `trading_connections` mengekspos kontrak yang sama kepada client MCP, sementara connection center Portofolio merendernya sebagai form generik. Kontrak hanya berisi nama field — tidak pernah nilai kredensial. Untuk setup yang berfokus pada terminal, biarkan CLI mengumpulkan secret secara lokal alih-alih menaruhnya di prompt atau argumen shell: ```bash vibe-trading connector setup okx-live-sdk-readonly \ --connection-id main-okx \ --label "Main OKX" ``` CLI meminta input di terminal lokal, menyimpan nilainya di OS keyring berdasarkan connection id tersebut, lalu menjalankan pemeriksaan read-only connector. Flow Web yang setara adalah **Portofolio → Kelola akun → Buka pusat koneksi → pilih template → simpan ke keyring → uji koneksi**. Tool read MCP dapat menggunakan `connection_id`; proses akan mengambil kredensial dari vault sehingga key tidak pernah melewati MCP. Konfigurasi lama `~/.vibe-trading/.json` dan environment tetap menjadi fallback kompatibilitas sampai sebuah koneksi memiliki set kredensial vault yang lengkap. Jangan menempelkan API key broker ke chat AI. Biarkan AI memilih connector, menginstal dependency yang dideklarasikan, dan menafsirkan diagnostik; masukkan secret hanya melalui prompt terminal lokal yang tersembunyi atau form koneksi lokal. Connector read-only yang Anda instal sendiri tetap berada di luar checkout, di `~/.vibe-trading/connectors//`: manifest `connector.json` dan `adapter.py` yang mengimplementasikan `check_status` / `get_account_snapshot` / `get_positions`. Manifest yang mendeklarasikan kapabilitas write akan ditolak. ```bash vibe-trading connector init my-broker --destination /tmp vibe-trading connector validate /tmp/my-broker vibe-trading connector install /tmp/my-broker ``` Kredensialnya disimpan ke OS keyring (macOS Keychain, Windows Credential Manager, Linux Secret Service) dengan `pip install "vibe-trading-ai[keyring]"`, bukan ke file config. Tidak ada jalur ini yang dapat membuat atau membatalkan order. --- ## 🧪 Workflow Riset Sebagian besar run mengikuti jalur bukti yang sama: rute request, muat konteks market yang tepat, jalankan tool, validasi output, dan pertahankan artefak agar dapat diperiksa. Agent berhenti dengan permintaan pemulihan yang terlihat setelah delapan iterasi tool-call berturut-turut tanpa observasi berhasil yang baru. Mengulangi hasil read yang sama atau call gagal tidak mereset budget ini. Call yang identik ditolak mulai dari kegagalan KEDUA — satu retry setelah kegagalan sementara (rate limit, gangguan jaringan, timeout tool) masih diperbolehkan — hingga tool yang mengubah state berhasil dijalankan atau run baru dimulai; argumen yang berubah selalu dapat dieksekusi. Pemulihan meminta path artefak atau izin untuk menjalankan ulang langkah riset yang hilang, dan run tetap dianggap gagal meskipun metrik lama tersedia. Guard ini terpisah dari watchdog aktivitas berbasis wall-clock. asks for an artifact path or permission to rerun the missing research step, and the run remains failed even if older metrics exist. This guard is separate from the wall-clock activity watchdog. | Lapisan | Yang terjadi | |-------|--------------| | **Plan** | Memilih skill finansial, tool, sumber data, dan preset swarm yang relevan bila berguna. | | **Ground** | Mengambil A-share, saham HK/AS/Kanada/UK, crypto, futures, forex, dokumen, atau konteks web melalui loader yang tersedia. | | **Execute** | Menghasilkan kode strategi yang dapat diuji, menjalankan tool, dan memakai engine backtest atau workflow analisis yang sesuai. | | **Validate** | Menambahkan metrik, perbandingan benchmark, Monte Carlo, Bootstrap, Walk-Forward, run card, dan warning bila relevan. | | **Deliver** | Mengembalikan laporan, artefak, tool trace, dan ekspor untuk TradingView, TDX, MetaTrader 5, client MCP, atau sesi berikutnya. | --- ## 📡 Sumber Data & Smart Fallback Satu call `get_market_data`, **29 sumber data market**, salah satunya marketplace premium opsional **QVeris**. Atur `source: "auto"` — loader memilih berdasarkan simbol lalu mengikuti chain per market yang diurutkan berdasarkan **risiko IP-ban**: sumber publik yang tidak pernah diblokir lebih dulu, sumber throttled / membutuhkan key belakangan. Zero-config, tanpa single point of failure. | Sumber | Market | Auth | Peran | |--------|---------|------|------| | `tencent` | A-share + HK | tidak ada | tidak terkena IP-ban | | `mootdx` | A-share (hanya pemilihan eksplisit) | tidak ada | dihapus dari rantai bawaan pada Oktober 2026: server TDX berhenti merespons protokol klien (#1729) | | `eastmoney` | A / AS / HK | tidak ada | OHLCV + fundamental mendalam & tool flow (throttled) | | `baostock` · `akshare` | A (+ AS/HK/futures/makro/fx) | tidak ada | fallback gratis | | `tushare` | A / HK / futures / fund / makro | token | A-share paling kaya | | `gildata` | A-share | token (Settings / `GILDATA_TOKEN`) | feed komersial Hundsun Juyuan (恒生聚源) — data harian forward-adjusted, bergabung di ujung chain A-share | | `yahoo` | AS / HK / Kanada / UK | tidak ada | chart/quote/options langsung; TSX `.TO` / TSXV `.V`; LSE `.L` dengan normalisasi mata uang yang dideklarasikan | | `sina` · `stooq` | AS | tidak ada | K-line hingga 1984 · EOD CSV | | `yfinance` | AS / HK / Kanada / UK | tidak ada | wrapper; TSX `.TO` / TSXV `.V`; LSE `.L` dengan contract GBP/GBp yang sama | | `longbridge` | AS / HK | App Key + App Secret + Access Token | sumber historis OHLCV opsional; instal SDK opsional | | `finnhub` · `alphavantage` · `tiingo` · `fmp` | AS | key | provider opsional | | `qveris` | global multi-aset | key · kredit | **marketplace premium** — 63+ provider melalui satu key (hanya eksplisit, tidak pernah masuk auto fallback) | | `nobitex` · `wallex` | crypto (pair Iranian Toman) | tidak ada | endpoint UDF publik; **hanya eksplisit** — satu-satunya sumber berdenominasi Toman, sehingga tidak masuk chain crypto yang dapat menggantikannya dengan series USD | | `okx` · `ccxt` · `binance` | crypto | tidak ada | OKX + 100+ exchange + historis Binance / USD-M perps | | `futu` | HK / A | OpenD | FutuOpenD lokal opsional | | `mt5` | forex / metals | terminal MT5 | bar forex / metal MetaTrader 5 (gaya Exness), 1m–1D | | `tickerall` | forex / metals | key + akun (read-only) | feed broker MT5 yang sama, **hosted** — tanpa terminal lokal, OS apa pun (hanya eksplisit, tidak pernah auto fallback) | | `pykrx` | Korea (KRX: KOSPI/KOSDAQ) | tidak ada | bar harian KOSPI / KOSDAQ untuk `.KS` / `.KQ` (extra `krx` opsional) | | `india_broker` | India (NSE/BSE) | login broker | bar Zerodha / Shoonya / Dhan read-only untuk `.NS` / `.BO` (ujung fallback chain) | | `b3_cotahist` | Brazil (B3) | none | bar harian resmi B3 untuk pasar tunai/odd-lot (mentah, BRL), diimpor dengan `python -m src.br_data sync`; cadangan luring untuk `.SA` | | `local` | apa pun | tidak ada | CSV / Parquet / DuckDB Anda sendiri melalui prefix `local:` | **Fallback chain (berdasarkan risiko IP-ban):** - **A-share** → `tencent` · `eastmoney` · `baostock` · `akshare` · `tushare` · `gildata` · `local` - **US** → `yahoo` · `stooq` · `sina` · `eastmoney` · `yfinance` · `tiingo` · `fmp` · `finnhub` · `alphavantage` · `longbridge` · `akshare` · `local` - **HK** → `tencent` · `eastmoney` · `yahoo` · `futu` · `akshare` · `yfinance` · `tushare` · `longbridge` · `gildata` · `local` - **India (NSE/BSE)** → `yahoo` · `yfinance` · `india_broker` · `local` - **Brazil (B3 `.SA`)** → `yahoo` · `yfinance` · `b3_cotahist` · `local` - **Korea (KOSPI/KOSDAQ)** → `pykrx` · `yahoo` · `yfinance` · `local` - **Indeks** → `yahoo` · `yfinance` · `gildata` · `local` - **UK (LSE)** → `yahoo` · `yfinance` · `local` *(declared GBP/GBp quotes only)* - **Crypto** → `okx` · `binance` · `ccxt` · `yfinance` · `local` - **Forex / metals** → `mt5` · `akshare` · `yfinance` · `local` - **Canada / Vietnam / Argentina** → `yahoo` · `yfinance` · `local` - **China futures** → `akshare` · `local`  ·  **funds** → `tushare` · `akshare` · `local`  ·  **macro** → `akshare` · `tushare` · `local` ### Menggunakan Longbridge secara eksplisit Longbridge adalah loader historis OHLCV opsional untuk AS/HK. Instal SDK-nya dengan: ```bash pip install "vibe-trading-ai[longbridge]" ``` Konfigurasikan tiga kredensial di `.env`: ```dotenv LONGBRIDGE_APP_KEY=... LONGBRIDGE_APP_SECRET=... LONGBRIDGE_ACCESS_TOKEN=... ``` Untuk backtest, atur `source` di `config.json`: ```json { "codes": ["QQQ.US"], "start_date": "2025-01-01", "end_date": "2025-01-10", "interval": "1D", "source": "longbridge" } ``` Dalam percakapan Agent, minta secara eksplisit: **"Gunakan Longbridge untuk mengambil data historis QQQ.US."** Permintaan sumber eksplisit terpisah dari `source: "auto"`; `auto` tetap memakai fallback chain normal per market. Di luar OHLCV, **29 tool data read-only** menjangkau fundamental & flow — fund flow, dragon-tiger, northbound, southbound, margin, block trade, jumlah pemegang saham, lockup, sektor, laporan riset, pencarian riset broker, berita, filing SEC, pengumuman pasar China, laporan keuangan, fundamental PIT, options chain, kedalaman order book kripto, profil saham, market screening, pencarian simbol, makro, makro China (EDB), iwencai, kepemilikan institusi (13F), ETF look-through, NAV reksa dana off-exchange China, prediction market, dan paper riset — semuanya tersedia melalui MCP. Simbol `local:` eksplisit tidak pernah diam-diam fallback ke sumber jaringan. ### 💎 Data premium opsional — QVeris **Data: routing gratis atau premium, pilihan Anda.** Mode gratis tetap default: 29 sumber bawaan dengan fallback berdasarkan risiko ban, tanpa key dan tanpa biaya. Premium melalui QVeris menambahkan 10.000+ kapabilitas (menurut QVeris) dari 63+ provider untuk options Greeks, fundamental premium, data China/HK/global, makro, crypto, berita, dan filing; call yang gagal tidak dikenakan biaya. Aktifkan di Settings -> QVeris atau `vibe-trading data mode paid`. *Disclosure QVeris: [mendaftar melalui referral link Vibe-Trading](https://qveris.ai/?ref=Vyjjo5G_1cAHJA) memberi Anda **+1.000 bonus kredit** sekaligus mendukung proyek.* --- ## 🔩 Kapabilitas Detail Inventaris detail dilipat di bawah agar README utama tetap mudah dipindai. Buka bagian yang Anda perlukan saat ingin memeriksa building block yang tersedia.

Library Skill Finansial _{90 skill dalam 9 kategori}

- 📊 90 skill finansial khusus yang diorganisasi dalam 9 kategori - 🌐 Cakupan lengkap dari market tradisional hingga crypto & DeFi - 🔬 Kapabilitas menyeluruh dari sourcing data hingga riset quant | Kategori | Skill | Contoh | |----------|--------|----------| | Data Source | 10 | `data-routing`, `tushare`, `yfinance`, `okx-market`, `akshare`, `mootdx`, `ccxt`, `eastmoney`, `sec-edgar`, `qveris` | | Strategy | 19 | `strategy-generate`, `cross-market-strategy`, `technical-basic`, `candlestick`, `ichimoku`, `elliott-wave`, `smc`, `multi-factor`, `ml-strategy` | | Analysis | 23 | `factor-research`, `correlation-regime`, `macro-analysis`, `global-macro`, `valuation-model`, `investor-lenses`, `credit-analysis`, `dividend-analysis` | | Asset Class | 9 | `options-strategy`, `options-advanced`, `convertible-bond`, `etf-analysis`, `asset-allocation`, `sector-rotation` | | Crypto | 7 | `perp-funding-basis`, `liquidation-heatmap`, `stablecoin-flow`, `defi-yield`, `onchain-analysis` | | Flow | 8 | `hk-connect-flow`, `us-etf-flow`, `edgar-sec-filings`, `financial-statement`, `adr-hshare` | | Tool | 10 | `backtest-diagnose`, `report-generate`, `pine-script`, `doc-reader`, `web-reader`, `vnpy-export`, `trade-journal` | | Research | 3 | `alpha-zoo`, `strategy-dev-manager`, `strategy-discovery` | | Risk Analysis | 1 | `ashare-pre-st-filter` |

Sumber Data Kustom _{daftarkan loader OHLCV historis Anda sendiri}

Butuh market atau vendor yang belum memiliki loader bawaan? Tambahkan loader historical bar Anda sendiri dan pilih dengan `source=""`. Langkah berikut mengedit source package, jadi jalankan dari clone (`pip install -e .`). loader and select it with `source=""`. The steps edit package source, so run from a clone (`pip install -e .`). 1. **Tulis loader** — buat `agent/backtest/loaders/_loader.py` dengan class yang memenuhi `DataLoaderProtocol` (duck-typed, tidak perlu base class) dan diberi `@register`: class that satisfies `DataLoaderProtocol` (duck-typed, no base class needed) and is tagged with `@register`: ```python import pandas as pd from backtest.loaders.registry import register @register class DataLoader: name = "mysource" # the value you pass as source= markets = {"us_equity"} # a_share/us_equity/hk_equity/crypto/futures/fund/macro/forex requires_auth = False def is_available(self) -> bool: return True # token present? network reachable? def fetch(self, codes, start_date, end_date, *, interval="1D", fields=None): # return {symbol: DataFrame indexed by trade_date, # columns: open, high, low, close, volume} ... ``` 2. **Daftarkan modul** agar `@register` dieksekusi — tambahkan `"backtest.loaders._loader"` ke `_loader_modules` di `agent/backtest/loaders/registry.py`. `"backtest.loaders._loader"` to `_loader_modules` in `agent/backtest/loaders/registry.py`. 3. **Izinkan nama tersebut** melalui validasi config — tambahkan `"mysource"` ke `_VALID_SOURCES` di `agent/backtest/runner.py`. `_VALID_SOURCES` in `agent/backtest/runner.py`. 4. *(Opsional)* tempatkan di `FALLBACK_CHAINS` market pada `registry.py` agar `source="auto"` dapat mencapainya. `source="auto"` can reach it. 5. **Gunakan** — `source="mysource"` pada config backtest, atau melalui CLI / agent. > **Real-time tick / order-book depth berada di luar scope loader** — > layer loader hanya untuk historical bar point-in-time. Data market live mengalir > melalui broker connector: `okx` / `binance` / `ccxt` untuk crypto, > `futu` / `tiger` untuk saham.

Broker Connectors _{19 broker — read + paper, bounded-live bila didukung}

Profil berorientasi connector. Sebagian besar mendukung read + penempatan order akun paper — IBKR read-only, Robinhood live-only (tanpa akun paper), Scalable Capital read-only (tidak memiliki akun paper sama sekali), mStock (India) live read-only via REST Type B (tanpa akun paper), sedangkan Trading 212 dan Toss Securities menolak penempatan order sepenuhnya, termasuk paper; penempatan order live dibatasi oleh mandat yang ditentukan pengguna (allowlist simbol, batas ukuran order / eksposur, batas trade harian, dan penghentian darurat) serta tidak pernah menyimpan dana — broker yang mengeksekusi. Tool penempatan order tetap nonaktif di MCP (hanya agent + CLI). Jalur riset / backtest secara struktural tidak dapat mengakses endpoint live. | Broker | Market | Kapabilitas | |--------|---------|--------------| | **IBKR** | global | local TWS / Gateway, read-only | | **Robinhood** | US | Agentic MCP (desktop OAuth) — baca saham + order saham live terbatas; order opsi belum didukung | | **Scalable Capital** | DE / EU | Agentic MCP (desktop OAuth) — fully read-only; no paper account exists | | **mStock** | India (NSE/BSE) | Baca kepemilikan dan posisi bersih terpisah; tanpa agregasi portofolio atau order | | **Tiger** | US / HK / A | read + paper + bounded live | | **Alpaca** | US | read + paper + bounded live (+ TAP credential-isolation mode) | | **OKX** · **Binance** | crypto | read + paper + bounded live | | **Futu** | HK / US / A | read + paper + bounded live | | **eToro** | global | read + paper + bounded live (Public API; demo keys reach only `/demo` paths, plus copy-trading workflows) | | **MetaTrader 5** | forex / CFD | read + paper + bounded live (Exness-style; demo ⇔ paper identity guard) | | **KIS** (한국투자증권) | Korea (KOSPI/KOSDAQ) | read + genuine paper (모의투자, a real broker-side sandbox on a separate host) — live order placement not yet wired for this market | | **Longbridge** · **Dhan** · **Shoonya** · **Zerodha** · **Upbit** | US / HK · India (NSE/BSE) · Korea (crypto) | read + paper only — no runtime paper/live discriminator, so live order placement is hard-refused | | **Trading 212** · **Toss Securities** | UK / EU · Korea/US | fully read-only — `place_order` / `cancel_order` hard-refuse even paper (no verified sandbox) | Pemisahan paper-vs-live adalah **guard runtime struktural per broker** (format account-id, pemisahan host, demo flag, atau trade environment), bukan config flag yang dapat diubah agent. Broker yang tidak menyediakan discriminator tersebut dibatasi pada paper + read-only.

Preset Tim Trading _{30 preset swarm}

- 🏢 30 tim agent siap pakai - ⚡ Workflow finansial yang sudah dikonfigurasi - 🎯 Preset investasi, trading & manajemen risiko | Preset | Workflow | |--------|----------| | `investment_committee` | Bull/bear debate → risk review → PM final call | | `global_equities_desk` | A-share + HK/US + crypto researcher → global strategist | | `crypto_trading_desk` | Funding/basis + liquidation + flow → risk manager | | `earnings_research_desk` | Fundamental + revision + options → earnings strategist | | `macro_rates_fx_desk` | Rates + FX + commodity → macro PM | | `quant_strategy_desk` | Screening + factor research → backtest → risk audit | | `technical_analysis_panel` | Classic TA + Ichimoku + harmonic + Elliott + SMC → consensus | | `risk_committee` | Drawdown + tail risk + regime review → sign-off | | `global_allocation_committee` | A-shares + crypto + HK/US → cross-market allocation | _{Plus 20+ preset spesialis tambahan — jalankan vibe-trading --swarm-presets untuk melihat semuanya. Bawa preset Anda sendiri: taruh YAML preset di ~/.vibe-trading/swarm/presets/ — preset akan tampil bersama roster bawaan (file dengan nama sama akan override, seperti user skill) dan tetap ada setelah upgrade.}

Alpha Zoo _{478 alpha quant siap pakai dalam 5 keluarga}

- 🧬 478 alpha cross-sectional, lookahead dilarang pada layer operator - 📈 IC + IR + kategorisasi alive/reversed/dead dalam satu perintah CLI - 🔬 AST purity gate + test sentinel lookahead 300 baris + network kill-switch `pytest-socket` - 📦 Atribusi Apache-2 untuk Qlib; `LICENSE.md` per-zoo menyatakan formula sebagai konten matematis - 🤝 Workflow sign-off Developer Certificate of Origin (DCO) untuk PR komunitas | Zoo | Jumlah | Sumber | Lisensi | |-----|-------|--------|---------| | **qlib158** | 154 | Microsoft Qlib `Alpha158` (Apache-2.0, commit-pinned) | Apache-2.0 | | **alpha101** | 101 | Kakushadze (2015), "101 Formulaic Alphas", arXiv:1601.00991 | Formulas are mathematical content | | **gtja191** | 191 | Guotai Junan (2014), "191 Short-period Trading Alpha Factors" | Formulas are mathematical content | | **academic** | 12 | Fama-French 5 + Carhart momentum + Jegadeesh reversal + George-Hwang 52-week-high + Amihud illiquidity + Harvey-Siddique skew + Frazzini-Pedersen betting-against-beta + correlation-rewiring stability (price-based proxies) | Public academic literature | | **fundamental** | 20 | PIT-safe SEC company facts (14, filed-date anchored: earnings yield, book-to-market, ROE, ROA, gross profitability, growth, accruals, leverage, cash-flow yields …) + A-share P/B, P/S TTM and dividend yield (3) + their Shenwan industry-neutral variants (3) | Public financial data | Jalankan `vibe-trading alpha list` untuk menjelajah, `vibe-trading alpha show ` untuk formula + source, `vibe-trading alpha bench --zoo X --universe Y --period Z` untuk menilai seluruh zoo, dan `vibe-trading alpha compare --all` untuk memberi peringkat antar-zoo.

Engine Backtest _{11 engine + portofolio opsi, komposit lintas market}

| Engine | Market | Catatan | |--------|--------|-------| | **ChinaA** | A-share | T+1, price limits, pre-ST filter | | **GlobalEquity** | US / HK / Canada / UK | same-session trading; market-specific lots, ticks, settlement currencies, and costs | | **IndiaEquity** | India (NSE/BSE) | T+1, circuit bands, config-driven STT / stamp / SEBI / GST cost stack | | **KoreaEquity** | Korea (KRX: KOSPI/KOSDAQ) | long-only, ±30% band judged at execution time on the unified tick grid, 2026 0.20% transaction tax | | **VietnamEquity** | Vietnam (HOSE) | long-only, T+2 settlement hold, ±7% band on the 10/50/100-VND tick grid, 100-share lots, 0.1% sell-side tax | | **BrazilEquity** | Brazil (B3) | BRL, B3 trading + settlement fees, configurable broker fee, 1- or 100-share lots, R$0.01 tick, shorting allowed | | **Crypto** | crypto spot / USD-M perps | funding settlements, execution/mark split | | **ChinaFutures** · **GlobalFutures** | futures | margin, contract multipliers | | **Forex** | FX / metals | via the `mt5` loader (local terminal) or the hosted `tickerall` loader (no terminal, any OS) | | **Composite** | cross-market | one shared capital pool across markets (`source="auto"`) | | **options_portfolio** | options | multi-leg, Greeks, payoff/scenario | Bar: 1m / 5m / 15m / 30m / 1H / 4H / 1D, plus mingguan / bulanan (1W / 1M, dibangun dari bar harian). 15 metrik + perbandingan benchmark, **5 optimizer portofolio** (equal-volatility / risk-parity / mean-variance / max-diversification / turnover-aware), dan 3 tool validasi (Monte Carlo / Bootstrap / Walk-Forward).

Quant Library _{309 fungsi teruji dalam 25 modul, dapat dipanggil dari setiap transport}

`src/quantlib` menyimpan satu implementasi teruji untuk setiap matematika finansial yang dibutuhkan agent. Skill **mengimpor** fungsi-fungsi ini alih-alih membawa formula di dalam blok kode markdown — jika Anda menemukan formula pricing berada di `SKILL.md`, itu adalah bug, bukan pola. | Modul | Cakupan | |--------|----------------| | `options` | Black-Scholes price + greeks, implied-volatility inversion | | `fixedincome` | Bond math, Nelson-Siegel / Svensson curve fitting | | `credit` | Altman Z-score, Merton / KMV distance-to-default | | `timeseries` | Stationarity, cointegration, GARCH, bootstrap | | `risk` · `var_backtest` | VaR / CVaR / EVT and their backtests | | `attribution` | Brinson-Fachler decomposition | | `performance` · `fundmath` | TWR / MWR / Modified Dietz; XIRR / MOIC / DPI / TVPI | | `factormodel` · `eventstudy` | Factor regressions, event studies | | `multipletesting` · `crossvalidation` | Deflated significance, purged CV | | `impact` | Market-impact models | | `volatility` | Heston (1993) stochastic-volatility pricing | | `portfolio` | Hierarchical Risk Parity allocation | | `copula` | Gaussian and Archimedean copulas | | `microstructure` | VPIN, Roll spread, Amihud illiquidity, Kyle's lambda | Tool read-only `quantlib_call` menjangkau semuanya melalui satu contract, sehingga matematika finansial bekerja di CLI, Web UI, REST API, dan MCP — termasuk deployment ketika `bash` dinonaktifkan. Secara struktural ini bukan shell — module allowlist, dispatch hanya `__all__`, dan `export_*` ditolak. Econometrics memerlukan extra `stats` (`pip install "vibe-trading-ai[stats]"`); fungsi-fungsinya lazy-import dan akan memberi tahu dependency mana yang belum tersedia.

Valuasi & Riset Institusional _{DCF, comps, three-statement, dan enam perintah riset}

Engine valuasi yang menolak mengarang input sendiri. Satu aturan di `contracts.py`: **input yang hilang membuat model NOT RUNNABLE dan tidak pernah diam-diam diberi default** — setiap default di model valuasi adalah opini yang disamarkan sebagai konstanta. | Model | Perilaku yang perlu diketahui | |-------|-------------------------| | `run_dcf` | FCFF bridge, WACC build, mid-year discounting, net-debt bridge, WACC×g sensitivity grid. Dual terminal value: each method is cross-checked against the other's implied multiple and implied g | | `run_comps` | EV bridge, LTM + calendar-year calendarisation, multiple matrix. A peer with a non-positive denominator is **excluded and reported**, never averaged in as a negative multiple | | `threestatement` | Linked projection with a hard balance assertion, an explicit revolver plug, and an iterated interest↔debt circularity that must converge or raise | Artefak diberi hash berdasarkan input dan diberi versi, dengan ekspor xlsx / pptx. Enam slash command menjalankan workflow — `/comps` `/dcf` `/attrib` `/memo` `/earnings` `/screen` — masing-masing membawa skeleton langkah dan contoh kerja yang konsisten secara aritmetika (dekomposisi Brinson menjumlah tepat ke active return; earnings bridge menjumlah tepat ke delta EPS). Skill `investor-lenses` menumpuk framework reasoning investor bernama sebagai overlay analisis: setiap lens adalah prosedur operasi — sinyal prioritas, kondisi diskualifikasi, dan penyalahgunaan umum — bukan biografi, dan tidak menyebut tool. Di luar bar, `src/entities` mengonsumsi cash flow bertanggal yang tidak beraturan (NAV, capital call, coupon) dan `cashflow_performance` melaporkan XIRR / MOIC / DPI / TVPI / TWR / Modified Dietz / MWR. Jalur ini sengaja paralel dengan bar engine agar kolom `nav` tidak pernah masuk dan diperlakukan sebagai close.

Governance & Audit Trail _{menjawab "metodologi apa yang menghasilkan angka itu?"}

Setiap run menulis **manifest** yang melakukan hash atas prompt, isi skill, registry tool, dan versi package, sehingga angka yang dihasilkan bulan lalu dapat ditelusuri ke metodologi tepat yang menghasilkannya. **Audit ledger** menghubungkan setiap record ke hash pendahulunya dan melakukan fsync, sehingga pengeditan atau penghapusan record dapat dideteksi — bahkan edit yang menghitung ulang hash-nya sendiri tetap tertangkap satu record kemudian melalui `prev_hash_mismatch`. Timestamp selalu diberikan caller; tidak ada modul di sini yang memanggil `datetime.now()`. Redaksi trace bersifat **sink-aware**: argumen tool-call dan live audit ledger memakai fail-closed sink di mana `content` tetap disamarkan, sementara tool-result sink melepaskannya lalu melakukan pattern-scrub pada string leaf. `env` tidak pernah dilepas di keduanya.

## 🎬 Demo

https://github.com/user-attachments/assets/4e4dcb80-7358-4b9a-92f0-1e29612e6e86	https://github.com/user-attachments/assets/3754a414-c3ee-464f-b1e8-78e1a74fbd30
☝️ Backtest bahasa alami & debat swarm multi-agent — Web UI + CLI

--- ## 🚀 Mulai Cepat ### Instal satu baris (PyPI) ```bash pip install vibe-trading-ai ``` Lalu jalankan tugas riset pertama: ```bash vibe-trading init vibe-trading run -p "Backtest a BTC-USDT 20/50 moving-average strategy for 2024 and summarize return and drawdown" ``` > **Upgrade dari versi lama?** 0.1.10 berpindah ke LangChain 1.x. Jika import rusak setelah `pip install -U vibe-trading-ai` dari instalasi sebelum 0.1.10 (mis. langgraph gagal diimport), buat ulang venv atau jalankan `pip install --force-reinstall vibe-trading-ai`. Instalasi baru tidak terpengaruh. > **Nama package vs perintah:** Package PyPI adalah `vibe-trading-ai`. Setelah terinstal, Anda mendapatkan tiga perintah: > > | Perintah | Tujuan | > |---------|---------| > | `vibe-trading` | CLI / TUI interaktif | > | `vibe-trading serve` | Jalankan web server FastAPI | > | `vibe-trading-mcp` | Jalankan server MCP (untuk Claude Desktop, OpenClaw, Cursor, dll.) | ```bash vibe-trading init # interactive .env setup vibe-trading # launch CLI vibe-trading serve --port 8899 # launch web UI vibe-trading-mcp # start MCP server (stdio) ``` ### Atau pilih jalur | Jalur | Cocok untuk | Waktu | |------|----------|------| | **A. Docker** | Coba sekarang, tanpa setup lokal | 2 menit | | **B. Instalasi lokal** | Development, akses CLI penuh | 5 menit | | **C. Plugin MCP** | Hubungkan ke agent yang sudah Anda gunakan | 3 menit | | **D. ClawHub** | Satu perintah, tanpa clone | 1 menit | ### Prasyarat - **LLM API key** dari provider yang didukung — atau jalankan secara lokal dengan **Ollama** (tanpa key) - **Python 3.11+** untuk Jalur B - **Docker** untuk Jalur A - OpenAI Codex juga dapat digunakan dengan ChatGPT OAuth: atur `LANGCHAIN_PROVIDER=openai-codex`, lalu jalankan `vibe-trading provider login openai-codex`. Ini tidak menggunakan `OPENAI_API_KEY`. - GitHub Copilot dapat digunakan dengan subscription Copilot aktif tanpa LLM API key yang ditagihkan terpisah. Lihat [provider GitHub Copilot SDK](#github-copilot-sdk-provider). > **Provider LLM yang didukung:** OpenRouter, OpenAI, Anthropic (native Messages API), DeepSeek, OpenCode (Go / Zen), Gemini, Groq, DashScope/Qwen, Zhipu, Moonshot/Kimi, MiniMax, SiliconFlow (CN + Global), Xiaomi MIMO, Novita AI, iFlytek Spark, Z.ai, NVIDIA NIM, ModelScope, GitHub Copilot, Ollama (lokal). Jika `*_BASE_URL` tidak diatur, setiap provider fallback ke endpoint canonical-nya, jadi cukup key saja. Lihat `.env.example` untuk config. > **Tip:** Semua market dapat bekerja tanpa API key berkat fallback otomatis. yfinance/Yahoo (HK/AS/Kanada/UK), OKX (crypto), dan AKShare (A-share, AS, HK, futures, forex) semuanya gratis. Quote LSE `.L` harus mendeklarasikan GBP atau GBp agar pence dapat dinormalisasi sebelum accounting GBP. Token Tushare opsional; fallback A-share tanpa token adalah tencent, baostock, dan AKShare. ### Provider GitHub Copilot SDK GitHub Copilot SDK resmi tersedia sebagai extra opsional, jadi instal bersama Vibe-Trading dengan `pip install "vibe-trading-ai[copilot]"`; instalasi Copilot CLI bersifat opsional. Autentikasikan dengan salah satu metode berikut: ```bash gh auth login # use GitHub CLI credentials # or run `copilot` and sign in # stores credentials in the OS keychain # or export COPILOT_GITHUB_TOKEN=gho_xxx ``` Lalu konfigurasikan `agent/.env`: ```dotenv LANGCHAIN_PROVIDER=copilot LANGCHAIN_MODEL_NAME=claude-sonnet-5 # COPILOT_GITHUB_TOKEN=gho_xxx # optional; recommended for Docker/CI ``` Jalankan Vibe-Trading seperti biasa. Preflight akan melaporkan apakah SDK dapat melakukan autentikasi: ```bash vibe-trading ``` Prioritas autentikasi adalah `COPILOT_GITHUB_TOKEN`, `GH_TOKEN`, `GITHUB_TOKEN`, kredensial Copilot CLI yang tersimpan, lalu kredensial `gh`. Vibe-Trading tidak menyalin atau menyimpan kredensial SDK. Kredensial keychain host tidak otomatis tersedia di dalam Docker, jadi container sebaiknya menerima `COPILOT_GITHUB_TOKEN`. ### Jalur A: Docker (tanpa setup) ```bash git clone https://github.com/HKUDS/Vibe-Trading.git cd Vibe-Trading cp agent/.env.example agent/.env # Edit agent/.env — uncomment your LLM provider and set API key docker compose up --build ``` Buka `http://localhost:8899`. Backend + frontend berjalan dalam satu container. > [!NOTE] > **OpenAI Codex OAuth dengan Docker:** login browser memerlukan terminal agar Anda > dapat menempelkan callback URL. Jalankan melalui Compose, yang menyediakan > terminal interaktif secara otomatis: > > ```bash > docker compose exec vibe-trading vibe-trading provider login openai-codex > ``` > > Jika menggunakan `docker exec` secara langsung, tambahkan `-it` sebelum nama container. Docker memublikasikan backend di `127.0.0.1:8899` secara default dan menjalankan aplikasi sebagai user container non-root. Jika Anda sengaja mengekspos API di luar mesin sendiri, atur `API_AUTH_KEY` yang kuat dan kirim `Authorization: Bearer ` dari client. > [!NOTE] > **Menggunakan Ollama dengan Docker:** container mengakses Ollama di host melalui `host.docker.internal`, bukan `localhost` (di dalam container, `localhost` merujuk ke container itu sendiri). `docker-compose.yml` secara default mengatur `OLLAMA_BASE_URL` ke `http://host.docker.internal:11434`; ekspor `OLLAMA_BASE_URL` (atau atur di `.env` level atas) untuk menggunakan alamat lain. Ini bergantung pada mapping `host-gateway` di `extra_hosts`, yang memerlukan **Docker Engine ≥ 20.10 / Compose v2** (tersedia otomatis di Docker Desktop). Data Anda tetap bertahan setelah update: memory persisten, index pencarian lintas-sesi, skill buatan pengguna, shadow account, config broker connector, sesi web, run backtest, riwayat swarm, dan upload semuanya berada di named Docker volume, sehingga `git pull && docker compose up --build` mempertahankannya. Respons Web yang sedang berlangsung juga di-checkpoint, sehingga restart memulihkan respons parsial dan menandai attempt sebagai terinterupsi alih-alih menghilangkannya diam-diam. Data hanya dihapus oleh `docker compose down -v`. ### Jalur B: Instalasi lokal ```bash git clone https://github.com/HKUDS/Vibe-Trading.git cd Vibe-Trading python -m venv .venv # Activate source .venv/bin/activate # Linux / macOS # .venv\Scripts\activate.bat # Windows CMD # .venv\Scripts\Activate.ps1 # Windows PowerShell pip install -e . cp agent/.env.example agent/.env # Edit — set your LLM provider API key vibe-trading # Launch interactive TUI ``` > [!NOTE] > **Di Windows:** `cp` adalah alias PowerShell untuk `Copy-Item`, jadi snippet di atas bekerja apa adanya di PowerShell. CMD tidak memiliki `cp` — gunakan `copy agent\.env.example agent\.env` (berlaku juga untuk snippet Docker). Jika PowerShell menolak menjalankan `Activate.ps1`, jalankan `Set-ExecutionPolicy -Scope Process -ExecutionPolicy RemoteSigned` terlebih dahulu; hanya berlaku untuk sesi shell tersebut.

Jalankan Web UI (opsional)

```bash # Terminal 1: API server vibe-trading serve --port 8899 # Terminal 2: Frontend dev server cd frontend && npm install && npm run dev # requires Node >= 22.22 ``` Buka `http://localhost:5899`. Frontend mem-proxy call API ke `localhost:8899`. **Mode production (satu server):** ```bash cd frontend && npm run build && cd .. vibe-trading serve --port 8899 # FastAPI serves dist/ as static files ``` > [!NOTE] > `vibe-trading serve` bind ke `0.0.0.0` dan secara default hanya mengizinkan loopback: membuka UI di **mesin yang sama** (`http://localhost:8899`) bekerja tanpa config tambahan. Jika Anda membuka dari **mesin lain, host VM, atau ponsel di LAN**, endpoint sensitif mengembalikan `403` dan chat menampilkan "Remote API access requires an API key" — atur `API_AUTH_KEY` yang kuat di `agent/.env`, restart, lalu masukkan key yang sama sekali saja di **Settings**. (Host gateway Docker Desktop: atur `VIBE_TRADING_TRUST_DOCKER_LOOPBACK=1` dengan bind port default `127.0.0.1`.)

### Jalur C: Plugin MCP Lihat bagian [Plugin MCP](#-mcp-plugin) di bawah. ### Jalur D: ClawHub (satu perintah) ```bash npx clawhub@latest install vibe-trading --force ``` Skill + config MCP diunduh ke direktori skill agent Anda. Lihat [instalasi ClawHub](#-mcp-plugin) untuk detail. --- ## 🧠 Environment Variable Salin `agent/.env.example` ke `agent/.env` lalu uncomment block provider yang Anda inginkan. Setiap provider memerlukan 3–4 variable: | Variable | Wajib | Deskripsi | |----------|:--------:|-------------| | `LANGCHAIN_PROVIDER` | Ya | Nama provider (`openrouter`, `deepseek`, `groq`, `ollama`, dll.) | | `_API_KEY` | Ya* | API key (`OPENROUTER_API_KEY`, `DEEPSEEK_API_KEY`, dll.) | | `_BASE_URL` | Ya | URL endpoint API | | `LANGCHAIN_MODEL_NAME` | Ya | Nama model (mis. `deepseek-v4-pro`) | | `LANGCHAIN_REASONING_EFFORT` | Tidak | Tingkat reasoning (`none`, `low`, `medium`, `high`, atau `max`) | | `LANGCHAIN_USE_RESPONSES_API` | Tidak | Override transport Responses: literal `true` memakai `/v1/responses` jika endpoint mendukung; native adapter mempertahankan transport sendiri; nilai lain memakai Chat Completions | | `TUSHARE_TOKEN` | Tidak | Token Tushare Pro untuk data A-share (fallback ke AKShare) | | `TIMEOUT_SECONDS` | Tidak | Timeout call LLM, default 120 detik | | `API_AUTH_KEY` | Disarankan untuk deployment jaringan | Bearer token yang diwajibkan saat API dapat diakses client non-lokal | | `VIBE_TRADING_ENABLE_SHELL_TOOLS` | Tidak | Opt-in eksplisit untuk tool shell pada deployment remote API/MCP-SSE | | `VIBE_TRADING_ALLOWED_FILE_ROOTS` | Tidak | Root tambahan dipisah koma untuk import dokumen dan jurnal broker | | `VIBE_TRADING_ALLOWED_RUN_ROOTS` | Tidak | Root tambahan dipisah koma untuk direktori run kode yang dihasilkan | | `VIBE_TW_STOCK_DB` | Tidak | Path ke snapshot SQLite market Taiwan; tool read-only `taiwan_stock_data` hanya terdaftar jika schema valid | | `VIBE_TRADING_EXTRA_CORS_ORIGINS` | Tidak | Origin dipisah koma yang **ditambahkan** ke default CORS loopback (`CORS_ORIGINS` menggantikannya) | | `CONTENT_FILTER_WARNING_THRESHOLD` | Tidak | Threshold rasio warning content-filter (default 0.05 = 5%). Jika rasio respons LLM yang diblokir moderasi melebihi ini, run card menyarankan mengganti provider. | _{* Ollama tidak memerlukan API key. OpenAI Codex menggunakan ChatGPT OAuth dan menyimpan token melalui `oauth-cli-kit`, bukan di `agent/.env`. Autentikasi GitHub Copilot ditangani SDK resmi.} **Data gratis (tanpa key):** A-share melalui AKShare, saham HK/AS/Kanada/UK melalui Yahoo/yfinance, crypto melalui OKX, dan 100+ exchange crypto melalui CCXT. Sistem otomatis memilih sumber terbaik yang tersedia untuk setiap market. ### 🎯 Model yang Direkomendasikan Vibe-Trading adalah agent yang sangat bergantung pada tool — skill, backtest, memory, dan swarm semuanya berjalan melalui tool call. Pilihan model langsung menentukan apakah agent benar-benar *menggunakan* tool atau mengarang jawaban dari data training. | Tier | Contoh | Kapan digunakan | |------|----------|-------------| | **Terbaik** | `anthropic/claude-opus-4.7`, `anthropic/claude-sonnet-4.6`, `openai/gpt-5.5-pro`, `google/gemini-3.5-flash` | Swarm kompleks (3+ agent), sesi riset panjang, analisis setara paper | | **Sweet spot** (default) | `deepseek-v4-pro`, `deepseek/deepseek-v4-pro`, `x-ai/grok-4.20`, `z-ai/glm-5.1`, `moonshotai/kimi-k2.6`, `qwen/qwen3-max-thinking` | Daily driver — tool-calling andal dengan biaya sekitar 1/10 | | **Hindari untuk penggunaan agent** | `*-nano`, `*-flash-lite`, `*-coder-next`, varian kecil / distilled | Tool-calling tidak andal — agent akan terlihat "menjawab dari memory" alih-alih memuat skill atau menjalankan backtest | Default `agent/.env.example` memakai OpenRouter + `deepseek/deepseek-v4-pro`; untuk API resmi DeepSeek, pilih `LANGCHAIN_PROVIDER=deepseek` dan `deepseek-v4-pro`. --- ## 🖥 Referensi CLI TUI interaktif (`vibe-trading`) kini memakai transcript native terminal: startup banner, prompt rule, recap turn sebelumnya, activity rail live, rendering Markdown/tabel, dan timing run semuanya tetap berada di CLI. Pemanggilan non-interaktif seperti `vibe-trading run`, pipe, dan `--json` tetap ramah script. ```bash vibe-trading # interactive TUI vibe-trading run -p "..." # single run vibe-trading serve # API server vibe-trading alpha list # browse 478 pre-built alphas; show / bench / compare / export-manifest sub-commands available vibe-trading playbook list # five scheduled-research templates; show / create sub-commands available vibe-trading channels status --local # inspect IM channel config and install hints vibe-trading provider doctor # print redacted provider/proxy/package diagnostics ```

Slash command di dalam TUI

| Perintah | Deskripsi | |---------|-------------| | `/help` | Tampilkan shortcut keyboard dan daftar perintah | | `/model` | Ganti provider dan model LLM | | `/memory` | Tampilkan / kelola memory persisten | | `/history` | Jelajahi dan lanjutkan sesi sebelumnya | | `/goal` | Mulai / periksa tujuan riset finansial | | `/search` | Pencarian full-text di seluruh sesi | | `/swarm` | Preset multi-agent (committee / quant / risk) | | `/skill` | Daftar / muat / unload skill | | `/show` | Tampilkan run sebelumnya berdasarkan id | | `/clear` | Bersihkan percakapan saat ini | | `/pine` | Ekspor strategi saat ini sebagai Pine Script | | `/journal` | Analisis CSV jurnal trading | | `/shadow` | Latih / lihat shadow account | | `/export` | Ekspor sesi saat ini (md / json) | | `/debug` | Toggle panel debug (penggunaan token / latency) | | `/comps` | Analisis comparable company (peer multiple -> implied range) | | `/dcf` | Valuasi discounted cash flow dengan sensitivity grid | | `/attrib` | Atribusi Brinson-Fachler (alokasi vs seleksi) | | `/memo` | Memo investasi — tesis, variant view, skenario, kill criteria | | `/earnings` | Review earnings — surprise bridge dari revenue ke EPS | | `/screen` | Screen ide sistematis — hipotesis, funnel, survivor queue | | `/playbook` | Template riset terjadwal (list / run / schedule) | | `/connector` | Profil connector trading (status / start / halt) | | `/halt` | Penghentian darurat — hentikan SEMUA live trading sekarang | | `/resume` | Nonaktifkan penghentian darurat (aktifkan kembali live trading) | | `/data` | Mode routing data | | `/quit` | Keluar (juga: q, exit, :q) |

Single run & flag

```bash vibe-trading run -p "Backtest BTC-USDT MACD strategy, last 30 days" vibe-trading run -p "Analyze AAPL momentum" --json vibe-trading run -f strategy.txt echo "Backtest 000001.SZ RSI" | vibe-trading run ``` ```bash vibe-trading -p "your prompt" vibe-trading --skills vibe-trading --swarm-presets vibe-trading --swarm-run investment_committee '{"topic":"BTC outlook"}' vibe-trading --list vibe-trading --show vibe-trading --code vibe-trading --pine # Export indicators (TradingView + TDX + MT5) vibe-trading --trace vibe-trading --continue "refine the strategy" vibe-trading --upload report.pdf ``` ```bash vibe-trading alpha list --zoo gtja191 --limit 10 vibe-trading alpha show gtja191_171 vibe-trading alpha bench --zoo gtja191 --universe csi300 --period 2018-2025 --top 20 ```

Channel IM

Adapter channel IM menghubungkan aplikasi chat eksternal ke runtime sesi yang sama dengan Web UI dan CLI. Konfigurasikan adapter aktif di bawah `channels` dalam `~/.vibe-trading/agent.json`; adapter berbasis SDK adalah extra opsional, dan SDK yang hilang menampilkan recovery hint alih-alih membuat runtime crash. Untuk tugas channel yang berjalan lama, atur budget tunggu respons assistant terpusat dengan `replyTimeoutS` (detik, default `600`): ```json { "channels": { "replyTimeoutS": 1800, "feishu": { "enabled": true } } } ``` Ini mengontrol berapa lama runtime channel bersama menunggu sesi agent menghasilkan pesan assistant; timeout HTTP/socket adapter tetap spesifik per adapter. ```bash vibe-trading channels status --local # inspect config and missing SDK hints without API vibe-trading channels status # query the running API runtime vibe-trading channels start # start enabled adapters through the API vibe-trading channels stop # stop enabled adapters through the API vibe-trading channels login weixin # run an adapter login hook when needed vibe-trading channels pairing --channel telegram list ``` `vibe-trading channels login feishu` menyimpan kredensial app yang diotorisasi QR ke `~/.vibe-trading/agent.json` dengan permission file hanya untuk owner sebelum melaporkan login berhasil. Adapter bawaan mencakup `websocket`, `telegram`, `slack`, `discord`, `matrix`, `whatsapp`, `signal`, `qq`, `napcat`, `weixin`, `wecom`, `feishu`, `dingtalk`, `msteams`, `email`, dan `mochat`. Gunakan extra sempit seperti `pip install "vibe-trading-ai[telegram]"`, atau instal seluruh set channel dengan `pip install "vibe-trading-ai[channels]"`. **Slash command di chat** (agnostik terhadap channel, bekerja di seluruh 16 adapter): | Perintah | Deskripsi | |---------|-------------| | `/new` | Reset sesi saat ini — pesan berikutnya memulai percakapan baru | | `/reset` | Alias untuk `/new` | | `/newsession` | Alias untuk `/new` | | `/pairing list` | Tampilkan request pairing sender yang tertunda (operator saja) | Perintah tidak peka huruf besar/kecil dan harus dikirim sebagai seluruh isi pesan (mis. `hello /new` diperlakukan sebagai pesan biasa, bukan reset). > **`/pairing` dibatasi untuk operator.** Perintah kontrol pairing di chat ditolak kecuali sender terdaftar sebagai operator — atur `channels.operators` (otoritas lintas-channel) atau daftar `operators` milik section channel di config Anda. Jika tidak ada operator yang dikonfigurasi, `/pairing` di chat ditolak secara fail-closed dan pairing hanya dikelola melalui CLI terautentikasi (`vibe-trading channels pairing …`) dan endpoint REST yang dilindungi auth. Ini mencegah anggota grup yang hanya di-allowlist mengambil alih pairing antar-channel. **Konfigurasi dari Web UI**: panel **IM Channels** di halaman Settings mengonfigurasi channel tanpa mengedit file secara manual. Buka sebuah channel untuk melihat panel konfigurasinya: field dirender dari metadata backend, dan nilai secret tidak pernah dikirim kembali ke browser, hanya versi tersamarkan (`****` ditambah 4 karakter terakhir). DingTalk adalah channel pertama dengan panduan lengkap: buat app di [open-dev.dingtalk.com](https://open-dev.dingtalk.com/), tambahkan kemampuan bot, aktifkan Stream Mode (tidak perlu URL callback publik), salin AppKey ke Client ID dan AppSecret ke Client Secret, lalu publikasikan app. QQ menyusul sebagai channel dengan panduan lengkap: daftarkan bot di QQ Open Platform ([q.qq.com](https://q.qq.com/)), salin AppID dan AppSecret ke formulir, verifikasi dengan **Test connection** sebelum menyimpan, lalu aktifkan; tidak perlu URL callback publik (WebSocket melalui SDK resmi botpy). Email dan WebSocket telah bergabung sebagai channel dengan panduan lengkap: **Test connection** milik Email menguji login IMAP, folder mailbox, dan login SMTP ke penyedia Anda tanpa mengirim apa pun, sementara WebSocket — sebuah server lokal, bukan layanan jarak jauh — memverifikasi materi sertifikat/kunci TLS dan ketersediaan alamat di mesin ini; alamat yang dipegang oleh server yang sedang berjalan terbaca sebagai kondisi yang diharapkan, bukan kegagalan. Menyimpan konfigurasi WebSocket mengganti server secara hot-swap, sehingga klien yang terhubung (termasuk chat Web UI) terputus sebentar lalu menyambung kembali. Feishu menyusul sebagai channel dengan panduan lengkap: buat aplikasi kustom di Feishu Open Platform ([open.feishu.cn](https://open.feishu.cn/), atau [open.larksuite.com](https://open.larksuite.com/) untuk Lark internasional), tambahkan kemampuan bot, pilih domain yang sesuai di formulir, salin App ID dan App Secret, verifikasi dengan **Test connection** sebelum menyimpan, lalu aktifkan; tidak perlu URL callback publik (long connection WebSocket melalui SDK resmi lark-oapi). **Test connection** menguji nilai di formulir sebelum apa pun disimpan dan menjawab dengan kode hasil yang jujur (`ok`, `invalid_credentials`, `network`, atau `unsupported`). **Enable** langsung berlaku: runtime channel yang sedang berjalan mengganti adapter tersebut saja tanpa restart proses, dan pengaktifan memverifikasi kredensial secara otomatis kecuali Anda memilih **Enable anyway** setelah pemeriksaan gagal. Menonaktifkan channel tetap menyimpan kredensialnya, sehingga mengaktifkannya kembali tidak perlu mengisi ulang. Hanya adapter bawaan yang tercantum di sini; channel plugin dari entry-points tetap dikonfigurasi lewat file. Penyimpanan menulis section `channels.` di `~/.vibe-trading/agent.json` secara atomik. File konfigurasi YAML bersifat read-only bagi Web UI (edit dari browser memerlukan JSON), dan panel menyatakannya alih-alih gagal. Channel tanpa panduan khusus menampilkan formulir generik yang diturunkan dari default-nya.

--- ## 💡 Contoh ### Strategi & Backtest ```bash # Moving average crossover on US equities vibe-trading run -p "Backtest a 20/50-day moving average crossover on AAPL for the past year, show Sharpe ratio and max drawdown" # RSI mean-reversion on crypto vibe-trading run -p "Test RSI(14) mean-reversion on BTC-USDT: buy below 30, sell above 70, last 6 months" # Multi-factor strategy on A-shares vibe-trading run -p "Backtest a momentum + value + quality multi-factor strategy on CSI 300 constituents over 2 years" # After backtesting, export to TradingView / TDX / MetaTrader 5 vibe-trading --pine ``` Untuk partial rebalancing berbasis kalender, pertahankan sinyal strategi tetap dense dan pilih bar eksekusi di `config.json`: ```json { "position_adjustment": "rebalance", "rebalance_mask": "MS" } ``` `MS` mengeksekusi target yang sudah disejajarkan pada bar trading pertama yang teramati setiap bulan. Alias pandas offset mingguan/kuartalan (misalnya `W-FRI` dan `QS`) serta daftar tanggal ISO eksplisit juga diterima. Alias tidak boleh lebih halus daripada interval bar yang sudah disejajarkan. Alias periode memilih bar pertama yang teramati di setiap periode; `W-FRI` memulai minggu berpatokan Jumat dan karena itu biasanya mengeksekusi pada Senin berikutnya, bukan Jumat. Hilangkan `rebalance_mask` untuk mempertahankan perilaku rebalance setiap bar yang ada sekarang. Mask sengaja tidak kompatibel dengan `position_adjustment="hold"`. **Benchmark alpha zoo siap pakai** (satu baris): ```bash vibe-trading alpha bench --zoo gtja191 --universe csi300 --period 2018-2025 --top 20 ``` **Jelajahi katalog** dan periksa satu alpha: ```bash vibe-trading alpha list --zoo gtja191 --theme reversal --limit 10 vibe-trading alpha show gtja191_171 ``` **Susun sinyal multi-faktor** dari zoo (Python): ```python from src.skills.multi_factor.zoo_signal_engine import ZooSignalEngine engine = ZooSignalEngine.from_zoo(["gtja191_171", "gtja191_111", "gtja191_163"]) panel = ... # your wide OHLCV panel signal = engine.compute_signal(panel) ``` ### Riset Market ```bash # Equity deep-dive vibe-trading run -p "Research NVDA: earnings trend, analyst consensus, option flow, and key risks for next quarter" # Macro analysis vibe-trading run -p "Analyze the current Fed rate path, USD strength, and impact on EM equities and gold" # Crypto on-chain vibe-trading run -p "Deep dive BTC on-chain: whale flows, exchange balances, miner activity, and funding rates" ``` ### Workflow Swarm ```bash # Bull/bear debate on a stock vibe-trading --swarm-run investment_committee '{"topic": "Is TSLA a buy at current levels?"}' # Quant strategy from screening to backtest vibe-trading --swarm-run quant_strategy_desk '{"universe": "S&P 500", "horizon": "3 months"}' # Crypto desk: funding + liquidation + flow → risk manager vibe-trading --swarm-run crypto_trading_desk '{"asset": "ETH-USDT", "timeframe": "1w"}' # Global macro portfolio allocation vibe-trading --swarm-run macro_rates_fx_desk '{"focus": "Fed pivot impact on EM bonds"}' # Resume a failed or cancelled run while keeping its completed tasks vibe-trading --swarm-retry --swarm-resume ``` ### Memory Lintas-Sesi ```bash # Save your preferences once vibe-trading run -p "Remember: I prefer RSI-based strategies, max 10% drawdown, hold period 5–20 days" # The agent recalls them in future sessions automatically vibe-trading run -p "Build a crypto strategy that fits my risk profile" ``` ### Upload & Analisis Dokumen ```bash # Analyze a broker export or earnings report vibe-trading --upload trades_export.csv vibe-trading run -p "Profile my trading behavior and identify any biases" vibe-trading --upload NVDA_Q1_earnings.pdf vibe-trading run -p "Summarize the key risks and beats/misses from this earnings report" ``` --- ## 🌐 Server API ```bash vibe-trading serve --port 8899 ``` | Method | Endpoint | Deskripsi | |--------|----------|-------------| | `GET` | `/runs` | Daftar run | | `GET` | `/runs/{run_id}` | Detail run | | `GET` | `/runs/{run_id}/pine` | Ekspor indikator multi-platform | | `POST` | `/sessions` | Buat sesi | | `POST` | `/sessions/{id}/messages` | Kirim pesan | | `GET` | `/sessions/{id}/events` | Stream event SSE | | `POST` | `/upload` | Upload dokumen, file data, atau gambar | | `GET` | `/swarm/presets` | Daftar preset swarm | | `POST` | `/swarm/runs` | Mulai run swarm | | `GET` | `/swarm/runs/{id}/events` | Stream SSE swarm | | `GET` | `/alpha/list` | Daftar alpha (filter berdasarkan zoo/theme/universe) | | `GET` | `/alpha/{alpha_id}` | Metadata alpha + kode sumber | | `POST` | `/alpha/bench` | Mulai job bench (mengembalikan `job_id`) | | `GET` | `/alpha/bench/{job_id}/stream` | Stream progress SSE | | `GET` | `/settings/llm` | Baca pengaturan LLM Web UI | | `PUT` | `/settings/llm` | Perbarui pengaturan LLM lokal | | `GET` | `/settings/data-sources` | Baca pengaturan sumber data lokal | | `PUT` | `/settings/data-sources` | Perbarui pengaturan sumber data lokal | | `GET` | `/channels/status` | Baca runtime channel IM dan status adapter | | `POST` | `/channels/start` | Jalankan adapter channel IM yang dikonfigurasi | | `POST` | `/channels/stop` | Hentikan adapter channel IM yang dikonfigurasi | | `POST` | `/channels/pairing/command` | Jalankan perintah pairing sender pada store bersama | | `POST` | `/scheduled-runs` | Buat job riset terjadwal (interval-ms atau cron) | | `GET` | `/scheduled-runs` | Daftar job terjadwal | | `GET` | `/scheduled-runs/status` | State executor dan target delivery terkonfigurasi | | `GET` | `/scheduled-runs/{job_id}` | Baca satu job terjadwal | | `DELETE` | `/scheduled-runs/{job_id}` | Batalkan job terjadwal | | `POST` | `/scheduled-runs/proposals/{proposal_id}/commit` | Konfirmasi create/cancel yang diusulkan agent | | `POST` | `/scheduled-runs/proposals/{proposal_id}/discard` | Buang proposal agent | | `GET` | `/scheduled-runs/playbooks` | Daftar template riset | | `GET` | `/scheduled-runs/playbooks/{slug}` | Tampilkan satu template beserta variabelnya | | `POST` | `/scheduled-runs/playbooks/{slug}` | Jadwalkan job dari template | | `POST` | `/sessions/{id}/cancel` | Hentikan run yang sedang berjalan di sesi (dicatat sebagai cancelled, bukan failed) | | `POST` | `/sessions/{id}/title/auto` | Rangkum exchange pertama menjadi judul sesi (tidak pernah menimpa rename manual) | | `GET` | `/correlation/regime` | Timeline regime edge-density korelasi | | `GET` | `/agents.json` · `POST` `/v1/query` | Bridge OpenBB Workspace — hanya terdaftar dengan extra `openbb`; `/v1/query` memerlukan auth | Dokumentasi interaktif tersedia di `http://localhost:8899/docs` dalam mode development loopback tanpa key. Saat `API_AUTH_KEY` dikonfigurasi, `/docs` dan `/redoc` dinonaktifkan; tooling terautentikasi dapat mengambil `/openapi.json` dengan header `Authorization: Bearer `. ### Default keamanan Untuk development localhost, `vibe-trading serve` menjaga workflow browser tetap sederhana. Untuk client non-lokal, endpoint API sensitif memerlukan `API_AUTH_KEY`; gunakan `Authorization: Bearer ` untuk request JSON/upload. Stream Browser EventSource ditangani Web UI setelah Anda memasukkan key yang sama sekali di Settings. Tool proses yang mampu menjalankan shell (`bash` / `background_run` / `cancel_background`) hanya aktif pada CLI lokal interaktif. Surface lain — HTTP/SSE API dan server MCP di **semua** transport (termasuk stdio) — menonaktifkannya kecuali Anda opt-in eksplisit dengan `VIBE_TRADING_ENABLE_SHELL_TOOLS=1` (atau `--enable-shell-tools` untuk `vibe-trading-mcp`). Tipe transport tidak pernah otomatis memberikan akses shell. `cancel_background` hanya menghentikan task ID yang dilacak dan dikembalikan oleh `background_run`; terminasi proses Python secara luas berdasarkan nama ditolak karena dapat mematikan Vibe-Trading sendiri. Reader dokumen dan jurnal dibatasi ke root upload/import secara default; taruh file di `~/.vibe-trading/uploads`, `~/.vibe-trading/runs`, `./uploads`, `./data` (atau legacy `agent/uploads` / `agent/runs`), atau tambahkan direktori khusus melalui `VIBE_TRADING_ALLOWED_FILE_ROOTS`. Sesi, run, swarm run, upload, dan index `sessions.db` berada di `~/.vibe-trading` (dapat dipindah melalui environment variable `VIBE_TRADING_HOME`); riwayat lama dipindahkan otomatis saat run pertama. Kode backtest yang dihasilkan berjalan sebagai subprocess Python lokal dan dapat membuat request jaringan melalui loader data market yang dikonfigurasi. Environment sengaja dibatasi: runner mempertahankan kebutuhan dasar OS/Python, pengaturan proxy/certificate, `VIBE_TRADING_ALLOWED_RUN_ROOTS`, dan key data market read-only seperti `TUSHARE_TOKEN`, `FMP_API_KEY`, `FRED_API_KEY`, dan `VIBE_TRADING_IWENCAI_KEY`. Secara default, LLM provider key, token auth API, switch shell-tool, secret trading broker, atau toggle live/advisory tidak diteruskan ke kode strategi yang dihasilkan. ### Pengaturan Web UI Halaman Settings Web UI memungkinkan pengguna lokal memperbarui provider/model LLM, base URL, parameter generation, tingkat reasoning, dan kredensial data market opsional seperti token Tushare. Pengaturan disimpan ke `agent/.env`; default provider dimuat dari `agent/src/providers/llm_providers.json`. Read Settings bebas side effect: `GET /settings/llm` dan `GET /settings/data-sources` tidak pernah membuat `agent/.env`, dan hanya mengembalikan path relatif proyek. Read/write Settings dapat mengekspos status kredensial atau memperbarui environment kredensial/runtime, sehingga memerlukan `API_AUTH_KEY` jika dikonfigurasi. Jika `API_AUTH_KEY` tidak diatur dalam dev mode, akses Settings hanya diterima dari client loopback. Halaman Settings yang sama mencakup panel **IM Channels** untuk operator lokal. Panel melakukan polling `/channels/status`, menampilkan state configured/enabled/available/loaded/running, menampilkan recovery hint adapter, dan dapat menjalankan atau menghentikan runtime channel tanpa kembali ke terminal. ### Riset terjadwal Jalankan prompt riset atau backtest pada jadwal berulang — dari halaman **Scheduled** di Web UI atau melalui REST. Background executor **nonaktif secara default** — jalankan server dengan `VIBE_TRADING_ENABLE_SCHEDULER=1` untuk mengaktifkannya: ```bash VIBE_TRADING_ENABLE_SCHEDULER=1 vibe-trading serve --port 8899 ``` Lalu buat job melalui REST. `schedule` dapat berupa integer biasa (interval dalam **milidetik**) atau ekspresi cron 5 field (`min hour dom mon dow`; setiap field menerima `*`, `*/n`, angka, daftar dipisah koma, atau range low-high seperti `1-5`). Cron berjalan berdasarkan wall clock dari `timezone` opsional job (IANA key), sehingga cadence tetap konsisten melewati transisi DST — waktu pada spring-forward gap dilewati, dan waktu ambigu saat fall-back dijalankan sekali pada kemunculan pertama. Job tanpa `timezone` tetap memakai semantik UTC biasa: ```bash # every 6 hours (cron) curl -X POST http://localhost:8899/scheduled-runs \ -H "Content-Type: application/json" \ -d '{"prompt":"Scan CSI300 for momentum breakouts and backtest the top 5","schedule":"0 */6 * * *"}' # weekdays at 23:30 Auckland wall time — DST-proof curl -X POST http://localhost:8899/scheduled-runs \ -H "Content-Type: application/json" \ -d '{"prompt":"Pre-open scan of NZX names","schedule":"30 23 * * 1-5","timezone":"Pacific/Auckland"}' # list / cancel curl http://localhost:8899/scheduled-runs curl -X DELETE http://localhost:8899/scheduled-runs/ ``` Setiap trigger menjalankan `prompt` melalui sesi agent baru (parameter backtest opsional berada di `config`), dan job disimpan di `~/.vibe-trading/` sehingga tetap ada setelah restart. Tanpa flag tersebut, endpoint `/scheduled-runs` tetap mencatat job tetapi tidak ada yang dijalankan. Tambahkan `-H "Authorization: Bearer "` pada setiap call jika `API_AUTH_KEY` diatur. Agent melihat tepat satu tool scheduling, `scheduled_research`. Action read-nya memeriksa status/job/playbook; `propose_create` dan `propose_cancel` hanya menyimpan proposal konfirmasi berumur pendek. Keduanya tidak pernah mengubah job store. actions inspect status/jobs/playbooks; `propose_create` and `propose_cancel` only persist a short-lived confirmation proposal. They never mutate the job Web merender kartu konfirmasi deterministik, CLI meminta `y/N`, dan percakapan IM memerlukan `confirm` (`确认`) atau `cancel` (`取消`) yang tepat; hanya action dari surface tersebut yang memanggil endpoint commit. Draft create membawa `title`, `source`, `schedule`, `end_at`, dan `delivery`. Setelah `end_at` lewat, job yang dipertahankan menjadi `expired` dan tidak akan didispatch lagi. conversations require an exact `confirm` (`确认`) or `cancel` (`取消`); only that surface action calls the commit endpoint. Create drafts carry `title`, `source`, `schedule`, `end_at`, and `delivery`. Once `end_at` passes, the retained job becomes `expired` and is not dispatched again. Delivery terjadwal bersifat channel-agnostic. Konfigurasikan target ref opaque yang dapat digunakan kembali di bawah `channels.deliveryTargets`; tool agent dan surface konfirmasinya menampilkan ref, label, dan channel tetapi tidak pernah raw chat/user id provider. Field REST/admin langsung yang sudah ada tetap tersedia untuk kompatibilitas ke belakang: under `channels.deliveryTargets`; the agent tool and its confirmation surfaces expose the ref, label, and channel but never the provider's raw chat/user id. The existing direct REST/admin fields remain available for backward compatibility: ```json { "channels": { "deliveryTargets": { "research-team": { "label": "Research Team", "channel": "feishu", "target": "" } } } } ``` Adapter channel mana pun yang dikonfigurasi dapat dipilih. Status delivery adalah `accepted` ketika adapter berhasil tanpa receipt provider, dan `sent` hanya jika adapter mengembalikan provider message id (saat ini end-to-end diimplementasikan untuk Feishu). Kegagalan tetap dapat di-retry dari outbox persisten. when an adapter succeeded without a provider receipt, and `sent` only when the adapter returned a provider message id (currently implemented end to end for Feishu). Failures remain retryable in the persisted outbox. Di Web UI, job terjadwal dapat diedit langsung: prompt, cadence/timezone, dan delivery diperbarui melalui `PATCH /scheduled-runs/{job_id}` tanpa menghapus lalu membuat ulang job, sehingga id dan riwayat run tetap dipertahankan. Job yang sedang berjalan menolak edit sampai dispatch tersebut selesai. Delivery tetap dikendalikan operator: setiap channel adapter mendeskripsikan label, placeholder, dan tipe input destination, sementara field manual tetap tersedia. Adapter juga dapat menawarkan saran destination yang sudah dikenal secara opsional; memilih salah satunya hanya mengisi field manual yang sama. Telegram, misalnya, dapat menyarankan private-chat id numerik yang sudah ada di `allow_from` lokal, sedangkan username dan wildcard diabaikan. **Lima template siap jadwal** tersedia bersama scheduler — `premarket-brief`, `earnings-season-tracker`, `portfolio-checkup`, `a-share-money-flow`, `institutional-holdings-diff`. Setiap template menyatakan data yang dibutuhkan run dalam bahasa biasa alih-alih menyebut tool, sehingga template tetap berfungsi saat surface tool berkembang, dan masing-masing wajib menyebut input yang hilang alih-alih mengisinya dari memory. Akses melalui CLI, REST, atau `/playbook` di TUI: ```bash vibe-trading playbook list # the five templates vibe-trading playbook show premarket-brief # body, declared variables, suggested cadence vibe-trading playbook create premarket-brief \ --var home_market="US equities" --var watchlist="AAPL, MSFT, NVDA" \ --timezone America/New_York curl http://localhost:8899/scheduled-runs/playbooks curl http://localhost:8899/scheduled-runs/playbooks/premarket-brief curl -X POST http://localhost:8899/scheduled-runs/playbooks/premarket-brief \ -H "Content-Type: application/json" \ -d '{"variables":{"home_market":"US equities","watchlist":"AAPL, MSFT, NVDA"}}' ``` Mengirim `{}` akan menjadwalkan template memakai cadence yang disarankan beserta default yang dideklarasikan. Body hasil render menjadi prompt job secara verbatim, dan variabel yang tidak dideklarasikan ditolak alih-alih diabaikan diam-diam. --- ## 🔌 Plugin MCP Vibe-Trading mengekspos 82 tool MCP untuk client yang kompatibel MCP. Berjalan sebagai subprocess stdio — tidak perlu setup server. Tool riset inti bekerja tanpa API key untuk HK/AS/crypto; tool connector trading menggunakan profil connector terpilih, dan `run_swarm` memerlukan LLM key. **Environment variable:** client menjalankan server sendiri, sehingga `export` dari shell tidak pernah sampai ke proses tersebut — atur di block `env` client. Kode backtest yang dihasilkan dibatasi ke root run yang diizinkan, jadi menulis hasil ke workspace Anda sendiri memerlukan `VIBE_TRADING_ALLOWED_RUN_ROOTS`: ```json { "mcpServers": { "vibe-trading": { "command": "vibe-trading-mcp", "env": { "VIBE_TRADING_ALLOWED_RUN_ROOTS": "C:\\Users\\me\\research" } } } } ```

Claude Desktop

Tambahkan ke `claude_desktop_config.json`: ```json { "mcpServers": { "vibe-trading": { "command": "vibe-trading-mcp" } } } ```

OpenClaw

Tambahkan ke `~/.openclaw/config.yaml`: ```yaml skills: - name: vibe-trading command: vibe-trading-mcp ``` Untuk smoke test research-only pertama, konfirmasikan discovery tool lalu jalankan request data market atau backtest sebelum memilih profil connector trading. Tool riset inti dapat berjalan tanpa kredensial broker; tool `trading_*` berbasis connector sebaiknya hanya digunakan setelah Anda sengaja memilih dan memeriksa profil connector. `run_swarm` memerlukan LLM key. profile. `run_swarm` requires an LLM key.

Cursor / Windsurf / client MCP lainnya

```bash vibe-trading-mcp # stdio (default) vibe-trading-mcp --transport http # Streamable HTTP (current MCP spec default) at http://127.0.0.1:8900/mcp vibe-trading-mcp --transport sse # legacy SSE (deprecated) for older clients ``` Untuk client HTTP (QwenPaw, dan client mana pun yang melakukan negosiasi dengan POST `InitializeRequest`), gunakan `--transport http` dan arahkan client ke satu endpoint `/mcp` — mis. `http://127.0.0.1:8900/mcp`. **Jangan** arahkan client HTTP ke `/sse`; path tersebut milik transport SSE dua-endpoint yang deprecated dan akan mengembalikan `405 Method Not Allowed` saat `POST`. Override bind address dengan `--host` / `--port`.

**Tool MCP yang diekspos (82):** `list_skills`, `load_skill`, `start_research_goal`, `get_research_goal`, `add_goal_evidence`, `update_research_goal_status`, `backtest`, `factor_analysis`, `alpha_zoo`, `alpha_bench`, `analyze_options`, `analyze_options_payoff`, `pattern_recognition`, `read_url`, `read_document`, `web_search`, `write_file`, `read_file`, `read_run_artifact`, `list_strategies`, `query_strategies`, `get_strategy_evidence`, `refresh_strategy_evidence`, `adapt_strategy`, `trading_connections`, `trading_select_connection`, `trading_check`, `trading_account`, `trading_positions`, `trading_orders`, `trading_quote`, `trading_history`, `list_swarm_presets`, `run_swarm`, `get_market_data`, `get_fund_flow`, `get_dragon_tiger`, `get_northbound_flow`, `get_southbound_flow`, `get_margin_trading`, `get_block_trades`, `get_shareholder_count`, `get_lockup_expiry`, `get_sector_info`, `get_research_reports`, `get_stock_news`, `get_sec_filings`, `get_financial_statements`, `get_options_chain`, `get_stock_profile`, `screen_market`, `search_symbol`, `get_macro_series`, `iwencai_search`, `qveris_search`, `qveris_inspect`, `qveris_execute`, `get_institutional_holdings`, `etf_holdings`, `prediction_market`, `research_papers`, `get_swarm_status`, `get_run_result`, `list_runs`, `reap_stale_runs`, `retry_run`, `analyze_trade_journal`, `extract_shadow_strategy`, `run_shadow_backtest`, `render_shadow_report`, `scan_shadow_signals`, `quantlib_call`, `cashflow_performance`, `orderbook_depth`, `sentiment`, `technical_indicators`, `get_fundamentals`, `get_fund_nav`, `get_cn_macro_series`, `get_cn_announcements`, `search_broker_reports`, `paper_trade_step`. ### Tool MCP eksternal untuk SWARM Worker `run_swarm` dapat memanggil tool yang disetujui operator dari server MCP eksternal. Konfigurasikan allowlist sisi server di `VIBE_TRADING_SWARM_AGENT_CONFIG`, `~/.vibe-trading/swarm-agent.json`, atau fallback `~/.vibe-trading/agent.json`; lalu daftarkan tool remote di preset swarm menggunakan nama wrapper MCP lokal, misalnya `mcp_internal_kb_search`. `variables` yang diberikan caller tetap hanya menjadi data template dan tidak dapat menyuntikkan URL MCP, command, environment variable, atau override allowlist.

Instal dari ClawHub (satu perintah)

```bash npx clawhub@latest install vibe-trading --force ``` > `--force` diperlukan karena skill merujuk ke API eksternal sehingga memicu scan otomatis VirusTotal. Kode sepenuhnya open-source dan aman untuk diperiksa. Ini mengunduh skill + config MCP ke direktori skill agent Anda. Tidak perlu clone. Jelajahi di ClawHub: [clawhub.ai/skills/vibe-trading](https://clawhub.ai/skills/vibe-trading)

OpenSpace — skill yang berkembang sendiri

Semua 90 skill finansial dipublikasikan di [open-space.cloud](https://open-space.cloud) dan berkembang secara otonom melalui engine self-evolution OpenSpace. Untuk menggunakan OpenSpace, tambahkan kedua server MCP ke config agent Anda: ```json { "mcpServers": { "openspace": { "command": "openspace-mcp", "toolTimeout": 600, "env": { "OPENSPACE_HOST_SKILL_DIRS": "/path/to/vibe-trading/agent/src/skills", "OPENSPACE_WORKSPACE": "/path/to/OpenSpace" } }, "vibe-trading": { "command": "vibe-trading-mcp" } } } ``` OpenSpace akan menemukan seluruh 90 skill secara otomatis, mengaktifkan auto-fix, auto-improve, dan sharing komunitas. Cari skill Vibe-Trading melalui `search_skills("finance backtest")` pada agent mana pun yang terhubung OpenSpace.

--- ### MetaTrader 5 (Exness dan broker MT5 lainnya) Terhubung ke **terminal MT5 yang berjalan lokal** melalui package resmi `MetaTrader5` (**khusus Windows**): ```bash pip install "vibe-trading-ai[mt5]" ``` Konfigurasikan `~/.vibe-trading/mt5.json` (buat sendiri; `chmod 600` jika didukung): ```json { "login": 12345678, "password": "...", "server": "Exness-MT5Trial8", "symbol_suffix": "m", "max_order_volume": 1.0, "max_order_notional_usd": 10000 } ``` Lalu: ```bash vibe-trading connector use mt5-paper-sdk vibe-trading connector check vibe-trading connector account vibe-trading connector quote EURUSD vibe-trading connector history EURUSD ``` | Profil | Akun | Order | |---------|---------|--------| | `mt5-paper-sdk` | demo | read-only | | `mt5-live-sdk-readonly` | real | read-only | | `mt5-paper-trade` | demo | penempatan langsung (guard ukuran per-order connector berlaku) | | `mt5-live-trade` | real | dibatasi mandat + penghentian darurat | Batas keamanan: **"paper" berarti akun demo milik broker sendiri**, diverifikasi ulang pada setiap call — terminal melaporkan `account_info().trade_mode` dan nomor akun login, sehingga profil paper yang diarahkan ke akun real-money (atau sebaliknya) ditolak langsung. MT5 mengukur order dalam **lot** (1 lot EURUSD = 100.000 EUR); live mandate gate memberi harga lot melalui hook USD connector, dan guard `max_order_volume` / `max_order_notional_usd` milik connector berlaku pada demo maupun live serta fail-closed jika notional tidak dapat dihitung. Pada akun hedging (default Exness), order berlawanan **membuka posisi hedge** — tutup berdasarkan ticket (berikan position ticket ke `trading_cancel_order`) agar fill terikat pada posisi itu dan hanya dapat mengurangi eksposur. Jalur rollback / halt: penghentian darurat memblokir order live baru, sedangkan pembatalan tetap tersedia dan ditulis ke audit log. Batas mandat berdenominasi USD; mata uang akun non-USD tetap dimargin oleh broker dalam mata uangnya sendiri. Loader data market `mt5` — kepala fallback chain forex — memakai `mt5.json` yang sama. Tanpa file tersebut, loader attach secara read-only ke terminal terakhir yang sudah login. --- ## 🔌 Connector Public API eToro Terhubung ke [Public API eToro](https://builders.etoro.com/) untuk akun demo dan real melalui pasangan API key (`x-api-key` + `x-user-key`). Environment demo dan real dipisahkan secara struktural: demo key hanya dapat mengakses path API `/demo`. Konfigurasikan `~/.vibe-trading/etoro.json` (buat sendiri; `chmod 600` jika didukung): ```json { "api_key": "YOUR_PUBLIC_API_KEY", "user_key": "YOUR_USER_KEY", "profile": "paper" } ``` Atau atur `ETORO_API_KEY` dan `ETORO_USER_KEY` di `~/.vibe-trading/.env`. Lalu: ```bash vibe-trading connector use etoro-paper-sdk vibe-trading connector check vibe-trading connector account vibe-trading connector positions vibe-trading connector quote BTC ``` | Profil | Akun | Order | |---------|---------|--------| | `etoro-paper-sdk` | demo | read-only | | `etoro-live-sdk-readonly` | real | read-only | | `etoro-paper-trade` | demo | penempatan langsung pada path demo | | `etoro-live-trade` | real | dibatasi mandat + penghentian darurat | Pencarian simbol menggunakan search `internalSymbolFull` eToro (mis. `BTC` → instrument id `100000`). Gunakan tool agent `etoro_search_instruments` untuk me-resolve ticker sebelum trading. Batas keamanan: demo dan real dipisahkan berdasarkan path dan terikat pada key (`paper_guard: path_separated_key_bound`). Aksi live yang meningkatkan risiko (open dan copy-start/increase) memerlukan mandat terotorisasi, state halt yang clear, dan akun USD yang terverifikasi untuk enforcement copy-notional. Penutupan posisi penuh/parsial yang tervalidasi, pembatalan open order, dan penutupan copy tetap tersedia ketika halted dan semuanya dicatat di audit log. Membatalkan pending close atau mengedit stop posisi hanya tersedia di paper: jalur live fail-closed karena operasi tersebut dapat meningkatkan eksposur atau memindahkan margin tambahan tanpa data API yang cukup untuk mengukur incremental USD risk. Nilai copy berdenominasi mata uang akun eToro, dan setiap copy start/adjust memerlukan reference id URL-safe 1–35 karakter yang diberikan caller untuk polling. Tool write khusus eToro (`etoro_close_position`, `etoro_copy_*`, dll.) hanya tersedia sebagai agent tool — tidak diekspos lewat MCP atau CLI. Rollback: revert commit connector atau nonaktifkan profil; halt memblokir aksi live baru yang meningkatkan risiko. --- ## 🔌 Memuat Tool dari Server MCP Eksternal (Mode MCP Client) > **Arah ini kebalikan dari Plugin MCP di atas.** > Plugin MCP memungkinkan agent *lain* memanggil tool Vibe-Trading. > Bagian ini memungkinkan agent bawaan Vibe-Trading memanggil tool dari server MCP eksternal *Anda*. ### Mulai cepat Buat `~/.vibe-trading/agent.json`: ```json { "mcpServers": { "my-server": { "command": "uvx", "args": ["my-mcp-server"] } } } ``` Jalankan perintah CLI apa pun — tool dari server eksternal biasa otomatis disuntikkan ke registry agent setelah tool lokal: ```bash vibe-trading run "use my-server to do X" ``` ### Probe read-only MCP resmi IBKR Vibe-Trading dapat terhubung langsung ke endpoint MCP remote resmi Interactive Brokers dalam mode read-only. Tambahkan ini ke `~/.vibe-trading/agent.json`: ```json { "mcpServers": { "ibkr": { "type": "streamableHttp", "url": "https://api.ibkr.com/v1/api/mcp-public", "auth": { "type": "oauth", "scopes": ["mcp.read"], "clientName": "Vibe-Trading", "cacheDir": "~/.vibe-trading/live/ibkr/oauth" }, "enabledTools": ["*"] } } } ``` Lalu mulai flow OAuth di browser: ```bash vibe-trading connector authorize ibkr-live-official-mcp-readonly ``` Wildcard hanya diterima untuk probe `mcp.read` IBKR. Otorisasi profil ini mengonfirmasi akses ke read scope resmi IBKR; call generik `trading_account` dan `trading_positions` tetap dinonaktifkan sampai IBKR memublikasikan nama tool read yang stabil dan dapat dipetakan Vibe-Trading dengan aman. Config yang menambahkan `mcp.write` harus mem-pin allowlist tool eksplisit dan tetap melewati live order guard. Jika IBKR memberikan OAuth client yang sudah diregistrasikan, tambahkan `clientId` dan `clientSecret` di dalam `auth`. ### Connector trading: jalur tercepat Bagi pengguna yang tidak dapat menunggu approval OAuth client IBKR, hubungkan ke sesi TWS atau IB Gateway lokal. Kredensial tetap berada di aplikasi desktop IBKR; Vibe-Trading hanya terhubung ke `127.0.0.1` dan mengeksposnya sebagai profil connector. TWS or IB Gateway session. Credentials stay inside IBKR's desktop app; Vibe- Trading only connects to `127.0.0.1` and exposes it as a connector profile. Instal SDK opsional: ```bash pip install "vibe-trading-ai[ibkr]" ``` Buka TWS paper trading atau IB Gateway paper, aktifkan client API socket, lalu jalankan: ```bash vibe-trading connector list vibe-trading connector use ibkr-paper-local vibe-trading connector configure ibkr-paper-local --yes vibe-trading connector check vibe-trading connector account vibe-trading connector positions vibe-trading connector orders vibe-trading connector quote AAPL vibe-trading connector history AAPL --duration "30 D" --bar-size "1 day" ``` Port lokal default: | App | Paper | Live read-only | |-----|-------|----------------| | TWS | `7497` | `7496` | | IB Gateway | `4002` | `4001` | Agent mengekspos tool connector-scoped bernama `trading_connections`, `trading_select_connection`, `trading_check`, `trading_account`, `trading_positions`, `trading_orders`, `trading_quote`, dan `trading_history`. Tool MCP raw dari live broker tidak didaftarkan langsung sebagai `mcp__*`. Tidak ada tool penempatan order IBKR yang didaftarkan. ### 🔐 Mode TAP — isolasi kredensial penuh & write yang disetujui manusia **Opt-in, nonaktif secara default.** Jika variable `TAP_*` di bawah tidak diatur, connector berperilaku seperti sebelumnya (SDK broker langsung) — tidak ada perubahan. [TAP](https://tap.human.tech) (Tool Authorization Protocol) adalah proxy kredensial: agent tidak pernah memegang secret API broker mentah, dan write yang berdampak dibatasi oleh **persetujuan manusia**. Dengan mode TAP aktif, **setiap** call Alpaca — penempatan order, cancel, dan read (account/positions/orders/quote/bars) — dikirim ke endpoint `/forward` proxy TAP, bukan SDK broker; TAP menyuntikkan key asli di sisi server lalu meneruskan request upstream. - Proses agent **tidak memegang key Alpaca sama sekali** — bahkan tidak memerlukan `alpaca-py` — karena seluruh egress melewati TAP. Secret direferensikan berdasarkan nama (``) dan TAP menggantikannya. - **Write diblokir sampai ada persetujuan manusia.** Order atau cancel tidak dapat mencapai broker tanpa persetujuan manusia; bahkan prompt-injected "buy now" akan ditahan, dan penolakan berarti request tidak pernah mencapai Alpaca. Order membawa `client_order_id` deterministik, sehingga retry saat approval race dideduplikasi dan tidak membuat order ganda. - **Read disetujui otomatis.** Account/positions/orders/quote/bars adalah GET yang TAP teruskan tanpa langkah manusia — ini adalah *isolasi* kredensial (tidak ada key di proses), bukan gate, sehingga friksi tambahannya nyaris nol. - `allowed_hosts` pada kredensial TAP mengikat ke mana key dapat dikirim, sehingga target yang dimanipulasi ditolak (403) sebelum injection. **Aktifkan:** 1. Di dashboard TAP, buat kredensial **multi-secret** bernama `alpaca` yang berisi pasangan key Alpaca Anda sebagai field `key_id` dan `secret_key`, ditetapkan ke agent Anda, dengan allowed host `paper-api.alpaca.markets` (atau host live `api.alpaca.markets`) **dan** `data.alpaca.markets` (host data market yang digunakan oleh quote/bars). Gunakan **kredensial TAP terpisah untuk paper dan live** (mis. `alpaca-paper` / `alpaca-live`, dipilih melalui `TAP_ALPACA_CREDENTIAL`), masing-masing dengan `allowed_hosts` terikat ke API host sendiri — TAP kemudian secara struktural menolak mengirim paper key ke live host dan sebaliknya, menjaga pemisahan paper/live tetap tegas end-to-end. 2. Tambahkan ke `agent/.env`: | Variable | Wajib | Deskripsi | |----------|:--------:|-------------| | `TAP_PROXY_URL` | Ya | Base URL proxy TAP (mis. `https://proxy.tap.human.tech`) | | `TAP_AGENT_KEY` | Ya | API key agent TAP Anda (secret) | | `TAP_ALPACA_CREDENTIAL` | Tidak | Nama kredensial TAP untuk Alpaca (default `alpaca`) | | `TAP_APPROVAL_TIMEOUT` | Tidak | Detik menunggu keputusan manusia (default `300`) | Saat write dibuat, setujui atau tolak melalui channel TAP Anda (Telegram / dashboard). Order/cancel yang disetujui diteruskan ke Alpaca; yang ditolak atau timeout mengembalikan error dan **tidak pernah dikirim**. > **Limitasi yang diketahui — approval race.** Jika manusia menyetujui tepat di batas > `TAP_APPROVAL_TIMEOUT`, TAP dapat meneruskan order sementara polling > sudah berhenti: gate kemudian melaporkan error walau order mencapai > broker, dan counter `max_trades_per_day` kurang satu. `client_order_id` > deterministik mencegah retry membuat order ganda; > jika Anda bergantung pada batas trade-per-hari yang ketat, periksa open order setelah error > timeout TAP sebelum retry. **Scope:** mencakup **penempatan order, cancel, dan lima read** Alpaca — seluruh egress connector, sehingga proses tidak memegang key pada jalur apa pun. Broker bertanda tangan HMAC (Binance/OKX) adalah follow-up (client-side signing tidak cocok dengan injection egress murni). Hook bersifat aditif — berada di dalam connector Alpaca dan tidak mengubah live mandate gate. ### Referensi config | Field | Tipe | Default | Deskripsi | |-------|------|---------|-------------| | `type` | string | diinfer untuk stdio; wajib untuk HTTP | Hilangkan untuk stdio, atau atur `sse` / `streamableHttp` untuk server berbasis URL. | | `command` | string | wajib untuk stdio | Executable yang dijalankan untuk server stdio. Tidak valid untuk server `sse` / `streamableHttp`. | | `args` | array | `[]` | Argumen command-line khusus server stdio. | | `env` | object | `{}` | Environment variable tambahan yang digabungkan ke env subprocess khusus server stdio. | | `url` | string | wajib untuk `sse` / `streamableHttp` | URL endpoint remote SSE / streamable HTTP. Tidak digunakan untuk server stdio. | | `headers` | object | `{}` | Header HTTP tambahan khusus server `sse` / `streamableHttp`. | | `toolTimeout` | number | `30` | Timeout per tool call dalam detik | | `initTimeout` | number | tidak diatur (`max(toolTimeout, 30)`) | Timeout inisialisasi MCP / otorisasi OAuth dalam detik. Gunakan untuk otorisasi browser lambat tanpa memperlebar timeout tool call biasa. | | `enabledTools` | array | `["*"]` | Allowlist tool. Gunakan `["*"]` untuk mengekspos semua tool dari server | Lokasi file config: `~/.vibe-trading/agent.json` (JSON atau YAML). Untuk transport berbasis URL, `type` wajib. Agent tidak lagi menebak antara SSE dan streamable HTTP dari suffix URL. ### Override per sesi (API) Saat membuat sesi melalui API, Anda dapat memberikan `mcpServers` di dalam `session.config` untuk memperluas atau override config global hanya untuk sesi tersebut: ```json { "config": { "mcpServers": { "research-server": { "command": "uvx", "args": ["research-mcp"], "enabledTools": ["search", "fetch"] } } } } ``` ### Penamaan tool Tool remote biasa diekspos dengan nama stabil: `mcp__`. Server MCP live-broker tetap berada di balik surface connector `trading_*`. Jika dua nama server menghasilkan prefix lokal ASCII-safe yang sama (mis. `foo-bar` dan `foo_bar` sama-sama menjadi `foo_bar`), suffix hash deterministik ditambahkan pada segmen server agar nama tetap unik. Operator menerima warning: ``` WARNING: Configured MCP server 'foo-bar' collides with another server after local name normalization. Using local tool prefix 'mcp_foo_bar__' to keep generated tool names unique. Rename the server in agent config if you want a different prefix. ``` ### Batas v1 | Batas | Detail | |-------|--------| | Transport | stdio, SSE, dan streamable HTTP | | Eksekusi | hanya serial — tool MCP tidak pernah masuk jalur parallel read-only | | Surface | hanya tool (resource dan prompt dikecualikan pada v1) | | Hot reload | tidak didukung — restart proses untuk mengambil perubahan config | | Jalur Swarm | tool MCP tidak tersedia di dalam registry Swarm worker pada v1 | --- ## 📁 Struktur Proyek

Klik untuk memperluas

``` Vibe-Trading/ ├── agent/ # Backend (Python) │ ├── cli/ # CLI package — interactive TUI + subcommands │ ├── api_server.py # FastAPI server — runs, sessions, upload, swarm, SSE │ ├── mcp_server.py # MCP server — 82 tools for OpenClaw / Claude Desktop │ │ │ ├── src/ │ │ ├── agent/ # ReAct agent core │ │ │ ├── loop.py # 5-layer compression + read/write tool batching │ │ │ ├── context.py # system prompt + auto-recall from persistent memory │ │ │ ├── skills.py # skill loader (90 bundled + user-created via CRUD) │ │ │ ├── tools.py # tool base class + registry │ │ │ ├── memory.py # lightweight workspace state per run │ │ │ ├── frontmatter.py # shared YAML frontmatter parser │ │ │ └── trace.py # execution trace writer │ │ │ │ │ ├── memory/ # Cross-session persistent memory │ │ │ └── persistent.py # file-based memory (~/.vibe-trading/memory/) │ │ │ │ │ ├── tools/ # 113 auto-discovered agent tools │ │ │ ├── backtest_tool.py # run backtests │ │ │ ├── remember_tool.py # cross-session memory (save/recall/forget) │ │ │ ├── skill_writer_tool.py # skill CRUD (save/patch/delete/file) │ │ │ ├── session_search_tool.py # FTS5 cross-session search │ │ │ ├── swarm_tool.py # launch swarm teams │ │ │ ├── web_search_tool.py # DuckDuckGo web search │ │ │ └── ... # bash, file I/O, factor analysis, options, alpha browser + bench, etc. │ │ │ │ │ ├── factors/ # Alpha Zoo — 478 alphas across 5 families │ │ │ ├── base.py # 19 operators (rank/scale/ts_*/delta/decay_linear/safe_div/vwap) │ │ │ ├── registry.py # AST-only metadata load + lazy compute + sanity gates │ │ │ ├── bench_runner.py # IC + alive/reversed/dead categorisation │ │ │ └── zoo/ # qlib158 (154) + alpha101 (101) + gtja191 (191) + academic (12) + fundamental (20) │ │ │ │ │ ├── api/ # FastAPI route modules │ │ │ └── alpha_routes.py # /alpha/list, /alpha/{id}, /alpha/bench, SSE stream │ │ │ │ │ ├── skills/ # 90 finance skills in 9 categories (SKILL.md each) │ │ ├── swarm/ # Swarm DAG execution engine │ │ │ └── presets/ # 30 swarm preset YAML definitions │ │ ├── session/ # Multi-turn chat + FTS5 session search │ │ └── providers/ # LLM provider abstraction │ │ │ └── backtest/ # Backtest engines │ ├── engines/ # 10 engines + composite cross-market engine + options_portfolio │ ├── loaders/ # 29 sources: tushare, okx, nobitex, wallex, binance, yfinance, akshare, baostock, tencent, mootdx, ccxt, futu, pykrx, local, eastmoney, sina, stooq, yahoo, finnhub, alphavantage, tiingo, fmp, longbridge, mt5, qveris, india_broker, tickerall, gildata, b3_cotahist │ │ ├── base.py # DataLoader Protocol │ │ └── registry.py # Registry + auto-fallback chains │ └── optimizers/ # MVO, equal vol, max div, risk parity │ ├── frontend/ # Web UI (React 19 + Vite + TypeScript) │ └── src/ │ ├── pages/ # Home, Agent, AlphaZoo, RunDetail, Compare, Correlation, Settings │ ├── components/ # chat, charts, layout │ └── stores/ # Zustand state management │ ├── Dockerfile # Multi-stage build ├── docker-compose.yml # One-command deploy ├── pyproject.toml # Package config + CLI entrypoint ├── tools/ # Repo-level CI helpers │ └── ci_grep_gates.sh # rejects yaml.load / trademark / per-stock-data leaks └── LICENSE # MIT ```

--- ## 🏛 Ekosistem Vibe-Trading adalah bagian dari ekosistem agent **[HKUDS](https://github.com/HKUDS)**:

NanoBot Asisten AI Pribadi Ultra-Ringan

AI-Trader Platform Signal & Copy Trading Agent-Native

CLI-Anything Membuat Semua Software Menjadi Agent-Native

OpenSpace Skill Agent AI yang Berkembang Sendiri

ClawTeam Intelligence Swarm Agent

--- ## 🗺 Roadmap > Kami merilis dalam beberapa fase. Item dipindahkan ke [Issues](https://github.com/HKUDS/Vibe-Trading/issues) saat pengerjaan dimulai. | Fase | Fitur | Status | |-------|---------|--------| | **Trust Layer** | Catatan hash eksekusi backtest dan referensi metrik CSV terverifikasi di Run Detail dan Markdown; kartu lama tetap terbaca | Tampilan catatan dan referensi backtest tersedia | | **Hypothesis Registry** | Hipotesis riset persisten dengan status lifecycle, sumber data, skill, link run-card, dan catatan invalidasi | Backend MVP Dirilis | | **Research Autopilot** | Loop riset manual-first: hipotesis → backtest deterministik → laporan bukti | Fase 1–3 Dirilis | | **Data Bridge** | Bawa data sendiri: connector CSV/Parquet/SQL lokal dengan schema mapping | Loader lokal Dirilis | | **Options Lab** | Vol surface, dashboard Greeks, explorer payoff/scenario | Tool analitik payoff/scenario **Dirilis**; surface/dashboard Direncanakan | | **Portfolio Studio** | Risk x-ray, constraint, optimizer turnover-aware, catatan rebalance | Optimizer turnover-aware **Dirilis 0.1.11**; sisanya Direncanakan | | **Alpha Zoo** | 478 alpha siap pakai (Qlib 158 + Kakushadze 101 + GTJA 191 + akademik + fundamental) dengan bench satu baris, integrasi agent, dan Web UI | **Dirilis 0.1.8**, diperluas hingga 0.1.12 | | **Strategy Development Manager** | Daftarkan paper / riset broker sebagai faktor & strategi dengan store persisten + lifecycle decay IC/Sharpe otomatis | **Dirilis 0.1.11** | | **Correlation Regime** | Timeline regime edge-density + hysteresis di `/correlation` — deteksi saat market menyatu menjadi satu blok | **Dirilis 0.1.12** | | **Research Delivery** | Brief terjadwal dan sesi riset live melalui Slack / Telegram / channel IM bergaya email | Scheduler + IM Runtime Dirilis | | **Community** | Skill, preset, dan strategy card yang dapat dibagikan | Eksplorasi | --- ## Kontribusi Kami menyambut kontribusi! Lihat [CONTRIBUTING.md](CONTRIBUTING.md) untuk panduan. **Good first issues** diberi label [`good first issue`](https://github.com/HKUDS/Vibe-Trading/issues?q=is%3Aissue+is%3Aopen+label%3A%22good+first+issue%22) — pilih satu dan mulai. Ingin berkontribusi lebih besar? Lihat [Roadmap](#-roadmap) di atas dan buka issue untuk berdiskusi sebelum mulai. --- ## Kontributor Terima kasih kepada semua orang yang telah berkontribusi pada Vibe-Trading! Kontributor dan kredit siklus v0.1.17 terbaru: - @rudycelekli — a 92-PR correctness sweep (13 of them landed as maintainer ports): quant-library guards and edge cases (implied-vol price tolerance #1657, gaps in VaR breach transitions #1658, Heston inputs #1719, scheduled CDS coupons #1716, Carino coincidence #1943, undefined probabilistic-Sharpe and bond-accrual inputs #1821/#1822), missing prices kept out of risk x-ray return pairs and OU lag pairs (#1717/#1713), an undefined three-scenario upside and unbounded journal ratios reported as such (#1921/#1884), document reading that keeps PDF text, Word order, PowerPoint groups and Excel missing-value markers (#1838/#1839/#1840/#1841), session search limits, locking and snippets (#1827/#1828/#1832/#1834), more secret formats redacted (#1874/#1880), A-share board limits and Beijing codes (#1913/#1914), standalone revalidation and attribution on the run's own annualisation (#1915/#1948), and settings the selected engine ignores now warned about (#1947) - @Shizoqua — 25 PRs (2 landed as ports): memory and cross-session search that read back clean and match non-English text (#1682/#1686/#1697/#1771/#1772), skill headings and saved skill names resolved consistently (#1797/#1858), Telegram and Matrix replies no longer dropped when the stream preview never sent and one WeCom stream id per reply (#1860/#1903/#1929), SSE events no longer double-delivered on reconnect (#1798), parallel CLI tool results paired with their own call (#1859), goal evidence confined to the claimed run (#1895), Carhart momentum no longer leaking today's price (#1578), Wilder RSI in the shadow account (#1457), direct-SDK positions priced from `current_price`/`ltp`/`market_val` (#1581), the email SPF/DKIM spoofing check (#1508), and swarm artifacts cleared before each fresh task (#1455) - @he-yufeng — 24 PRs (2 landed as ports): the declared grounding-check registry and the fired checks recorded in the validation artifact (#1628/#1691/#1661), corrections that keep the figures already passed (#1702), percent-named evidence read as points in derived checks (#1823), additive A-share qfq converted to multiplicative when the offsets validate (#1551), mootdx retired from the default A-share chain and the health canary (#1730), the channel-authoring contract (#1630), the compaction-helper split out of `loop.py` (#1631), the first bar's result counted against initial capital in the options engine and per-bar returns (#1750/#1844), config keys nothing reads warned about (#1935), the US early-bell close on half-days (#1706), and the ReportLab fallback for Shadow Account PDFs (#1683) - @shadowinlife — 19 PRs (5 landed as ports): daily paper trading with saved accounts across CLI, API and Web (#1939), the shared scheduler kernel adopted by the research, back-office and live loops (#1893/#1899), token usage in Run Detail, chat and swarm (#1890), `read_run_artifact` and a structured backtest tool summary (#1647/#1646), `get_southbound_flow` and a northbound flow that no longer serves a silent empty envelope (#1486/#1484), guided Web UI setup for Feishu, Slack and Discord with runtime errors surfaced in channel status (#1572/#1764/#1777/#1738/#1737), and thirteen fundamental and valuation factors, industry-neutral A-share value alphas and a monthly-horizon IC bench (#1787/#1788/#1802/#1801) - @zeus229 — 18 PRs (4 landed as ports): grounding that fails closed on unresolved derived refs and suggests exact refs (#1835/#1837/#1638), parses complete derived formulas after labels (#1728), keeps identity in ticker-keyed metrics and blank-corner matrices (#1851/#1850) and leaves execution metadata out of numeric evidence (#1767); rich Email scheduled reports with optional PDF password protection (#1680/#1709), channel-aware scheduled-run editing (#1649), reproducible indicator reads and pinned portfolio snapshots (#1768/#1769), redundant MCP payload copies removed before agent context (#1634), and goal tool-call provenance (#1688) - @alexwan02 — 16 PRs (4 landed as ports): the `claude-cli` provider backed by a local `claude -p` (#1804), Hong Kong orders sized on each symbol's own board lot (#1813), the Longbridge SDK config built through `from_apikey` (#1805), Futu multi-currency balances with average-cost basis (#1814), SDM registration that keeps its trading rules and records bench history for decay monitoring (#1848/#1849), a lightweight run preview built off the event loop (#1853), run trades listed newest first from the full trades.csv (#1865), trades.csv entry rows, offline benchmarks and Brinson weights fixed (#1780/#1781/#1782), and runtime connectors ordered by status (#1845) - @Jackzigen — 13 PRs (2 landed as ports): the first `loop.py` extractions for tool-result helpers, run outcome and tuning (#1636/#1641/#1678), a byte-stable system prompt for prefix caching (#1708), after-close SEC filings kept out of the IC until the next bar (#1794), a free BaoStock fallback for `val:*` panels (#1799), undefined correlation pairs published as null instead of 0.0 (#1933), journal PnL pooled per settlement currency (#1811), `BASE-USDT-PERP` routed to the crypto market (#1864), the mStock read-only profile (#1675), and the shared OHLCV contract assertion in per-loader suites (#1725) - @cgycorey — 12 PRs (3 landed as ports): only the engine's own output grounds a backtest report (#1685), adjusted and raw prices never mixed in one series (#1684), a stooq challenge latch that stops probing and sees every refusal (#1637/#1640), a loader health lane that says why a source is empty and keeps labelled credentials out (#1643/#1698), `get_macro_series` reporting when it caps a series (#1676), env-style credential names, URL userinfo and Basic auth redacted (#1765/#1742/#1744/#1846), and suffixed HK codes normalized for the duplicate-asset guard (#1746) - @MetaAviator — 12 PRs (2 landed as ports): full-sample downside deviation for Sortino in the metrics and options engines (#1693/#1727), initial capital in Monte Carlo path metrics (#1664), missing equity kept out of adjacent validation returns (#1754), standalone revalidation that honours saved settings and entry dates (#1815/#1842), break-even exits and zero-bar trades kept in trade artifacts and holding periods (#1779/#1876), and trade-journal fixes for reversal fees, split date/time columns, equal timestamps and invalid dates (#1891/#1900/#1941/#1942) - @lorenzozanee — unsupported Robinhood option orders gated before the broker (#1585), run cards that flag backtests possibly inside the model's training data (#1618), and option evidence in the broker bring-up checklist (#1770) - @Mikesad — LLM usage accounting extracted from `loop.py` (#1662), swarm presets that take their variables from the prompt (#1674, landed as a port), and the factor registry suite running without symlink privileges (#1696) - @remote-controlled-man — options legs priced on the run's bar cadence (#1753), the Futu journal format claimed only when its value columns exist (#1766), and three-statement balance tolerance threaded into projected periods (#1786, landed as a port) - @Romzhou — a kill-switch sweep that fails closed on its own bookkeeping and input (#1703), and a runner driver kept alive for the scheduler's lifetime (#1704) - @sambazhu — three Gildata research tools with off-exchange fund NAV (#1485), and an env-configurable ReAct iteration cap (#1833) - @wavebyrd — spread and swap rates for Yahoo `=X` forex pairs (#1930), and per-cent multipliers for ICE coffee, sugar and cotton (#1944) - @BHhhh-123 — factor neutralisation and PCA in the quant library (#1817, landed as a port) - @Bortlesboat — Calmar kept finite on explosive equity paths (#1901) - @bygordon130-hub — Pixel Office, a shared manual research-task board, and the Turkish locale (#1616) - @davidalmeida90 — profit factor reported as undefined when no trade lost (#1602) - @DrDLyuan — the equity.csv drawdown peak seeded with initial capital (#1818) - @Emad211 — per-channel configuration, custom providers and the Persian locale (#1264) - @Frank-zhu2000 — Futu profiles no longer pinning the HK trade market (#1812) - @goatyyc — Binance balances that survive clock skew, with unpriced assets marking the snapshot incomplete (#1505) - @hunters1011-ctrl — symlink tests skipped where symlinks are unavailable (#1803) - @incorpore — Brazil (B3) market data and an opt-in ZimaOS template (#1783, landed as a port) - @mdb1230 — five example options strategies and a candidate study of which to paper-trade (#1774) - @mminkus — the interactive message cap raised to match the scheduled-run path (#1701) - @passionbull — KIS reads that see SOR fills and recover from a server-invalidated token (#1726) - @rwxyx518-prog — the Portfolio page's holdings table and history chart following the display currency (#1810) - @ThreeTima — currency identity checked in financial figure grounding (#1905) - @tomaszkubiak-courses — strategy provenance model fields set on the loop, so writing a strategy file no longer raises `AttributeError` (#1673) - @xaritoku — dotenv loaded in the `alpha bench` / `alpha compare` CLI handlers (#1806)

v0.1.16 cycle contributors

- @Shizoqua — a 55-PR correctness sweep (one landed as a port) across nearly every layer: quant-library fixes and input guards (Patell z degrees of freedom #1449, copula ties #1453, Kyle's lambda intercept #1477, HRP labels #1555, non-finite impact and yield-curve inputs #1557/#1558), Alpha Zoo NaN propagation and formula fixes (gtja191_038 #1523, alpha101_074 #1534, qlib158 WVMA #1594, GTJA HIGHDAY/LOWDAY #1604), backtest sizing for negative futures prices and shorts (#1547/#1548), venue bars per year in Monte Carlo validation (#1546), options annual return over elapsed bars (#1458), memory, swarm-store and session robustness (#1450/#1525/#1545/#1536/#1579), DingTalk, Signal, Slack and Discord channel fixes (#1506/#1478/#1524/#1537), Argentina listing identity in grounding (#1575), and a mandate narrowed to zero exposure stored as zero (#1593) - @zeus229 — grounding that reads locale decimals and grouped numbers with precision-aware rounding (#1517/#1588), resolves explicit symbols and exact field refs from observed evidence (#1584/#1586), preserves `latest_date` timestamps (#1590) and keeps corrections text-only (#1600); Argentina (`.BA`) market data through Yahoo (#1543), ISO-4217 portfolio currencies with isolated FX failures (#1510), explicit header names compared case-insensitively (#1568), technical-indicator volume statistics and their replay after compaction (#1571/#1601), and bounded read-only replay after compaction (#1488) - @cgycorey — a read-only extraETF export reader (#1406) and the read-only Scalable Capital MCP connector (#1417), run cards that keep non-scalar metrics (#1424), the backtest tool naming the directory it looked in (#1429), a tool-declared swarm `run_dir` confined to the workspace and worker message logs persisted on every terminal path (#1430/#1439), qlib158 CNTP/CNTN/CNTD NaN propagation (#1459), custom zoo roots that no longer replace the bundled module (#1468), `get_shareholder_count` answering again (#1490), Tencent's A-share and HK calibers stamped correctly (#1497), and QVeris adjusted fields resolved as a complete set (#1527) - @shadowinlife — IM channels configured from the Web UI, with QQ, Email and WebSocket guided setups (#1520/#1529/#1544), stdlib logging placeholders across 12 channel adapters (#1533), Tencent history paginated backward from the end of the window (#1411), `state.json` written by the backtest tool so tool-driven runs are ingestible (#1413), per-worker swarm skill allowlists (#1414), the `1M` interval no longer folding to one minute (#1487), and welcome quick actions with a real selected state (#1500) - @he-yufeng — tail-risk measure and confidence kept through the grounding gate (#1444), full history in the risk x-ray instead of sampled rows (#1462), shareholder-count history from the per-period report (#1518), backtests attaching to a running MT5 terminal without credentials (#1598), a per-read BaoStock socket deadline (#1615), the weekly live-source health canary (#1627), the broker capability matrix generated into the README (#1629), and the channel `stop_all` and WebSocket logger fixes carried over from #1521 - @lorenzozanee — QVeris end dates no longer sent as `indicators` (#1496), dragon-tiger seat reports and lockup expiry data restored (#1512/#1513), malformed Robinhood buying power rejected (#1526), broker-only MT5 symbols resolved in `search_symbol` (#1597), hash-only traces and citations on run cards (#1612), expired Copilot CLI tokens refreshed (#1619), and Telegram polling ownership documented (#1583) - @chiww — the Stooq warning naming the override variable the config layer reads (#1402), A-shares routed by market for sources without a dedicated branch (#1431), the declared interval checked against the served bars before annualising (#1432), and `_NO_NETWORK_FALLBACK_SOURCES` honoured for per-symbol gaps (#1441) - @as950118 — three Korean broker connectors: KIS with separate paper and live hosts (#1407), Upbit capped at paper plus read-only (#1408), and read-only Toss Securities (#1409) - @0xouzm — SDM decay metrics that treat NaN and infinite bench results as missing (#1447) - @alanwilhelm — synchronized cold loader-registry initialization, so concurrent first lookups no longer see an empty registry (#1405) - @modelpath-dev — the description-driven strategy-store adaptation substrate (#1391) - @sambazhu — the Gildata A-share OHLCV loader over its raw-api MCP endpoint (#1474) - @tingkk — broker-neutral SDK diagnostics across all locales (#1436) - @tonydo — OpenCode as a built-in provider, sending the `x-opencode-session` header OpenCode Go requires (#1416) - @woshi77777stars — the `Trigger.market` default restored on non-market triggers (#1599) - @Yoruxyv — the Bahasa Indonesia UI locale and `README_id.md` (#1482)

v0.1.15 cycle contributors

- @Shizoqua — 28 PRs: NaN propagated through 16 GTJA and Alpha101 alphas instead of fabricated values (#1371/#1372/#1373/#1374/#1379/#1380/#1381/#1382/#1383) and Alpha Zoo returns no longer forward-filling gaps (#1172), missing-price gaps preserved in the SDM template and cross-market volatility weights (#1397/#1398), multi-factor and social-media factor evaluation fixes (#1399/#1400), walk-forward ML training without future-label leakage (#1392), China futures product codes parsed for digit-prefixed, month-code-colliding and lower-case symbols (#1369/#1389), composite sub-engines synced before every dispatch (#1370), per-regime position sizing in strategy discovery (#1368), MCP goal sessions isolated per connection with current-goal defaults (#1173/#1331), Codex token usage and model metadata (#1334/#1348), and swarm cancellation reaching the in-flight worker (#1175) - @he-yufeng — 26 PRs, mostly fail-closed live trading and backtest semantics: broker API errors and error envelopes fail closed in position reads and the halt sweep (#1212/#1232), the flatten latch persists across restarts (#1233), market-triggered ticks skip closed markets (#1253) and buy-limit orders are sized at the worse of quote and limit (#1312); the price-adjustment caliber stamped on served frames (#1317) with adjusted Yahoo prices (#1287), unresolved symbols retried down the fallback chain (#1288) and the stooq anti-bot challenge flagged (#1342); short option legs holding margin (#1306), perpetual funding settled by bar span (#1307), A-share and India rules enforced through composite state (#1309) and halted positions marked at the last traded close (#1332); Shadow Account PnL, attribution, FIFO short lots and cache keys (#1217/#1310/#1311/#1314); and each monitor's latest verdict rendered on the list (#1156) - @cgycorey — 23 PRs: UK (LSE `.L`) equity support (#1206), swarm replay/resume of failed runs keeping completed artifacts (#1158), market-data validation of codes, dates and sources with aligned FX/index search and fetch (#1185/#1316), dotted US class shares routed as US equity (#1351), backtest execution fixes — requested targets separated from executed fills, 1x shorts liquidated, option signals filled on the next bar, default IV for HV warm-up and over-committed baskets scaled (#1281/#1298/#1299/#1305/#1344); live halt-sweep envelopes, per-episode latches and MCP buy-limit sizing (#1244/#1254/#1361); grounding clause and metric-table gates (#1326/#1338/#1375/#1378); the registry NaN contract on declared dependencies (#1377); compaction sized by tool-call arguments (#1352); and report audits that fail closed when nothing was verified (#1362) - @santhreal — 16 PRs extending the quant library: factor risk decomposition, event-study rank and sign tests, OU calibration, drawdown analytics, barrier options, single-name CDS, key-rate duration, IC time series, Vasicek credit loss and group-purged CV (#1159–#1168), Heston pricing, HRP allocation, copulas and market microstructure (#1195–#1198), finite-difference barrier Greeks (#1203), and multi-segment test sets in cross-validation (#1204) - @AirHua-byte — multi-file drag-and-drop and paste uploads (#1179), interrupted replies recovered after a service restart (#1180), shared HTTP clients preserved during cleanup (#1182), agent-confirmed scheduled research tasks (#1187), persisted Feishu QR login credentials (#1188), explicit market context kept in grounding (#1269), and the offline harness artifact verifier (#1271) - @lorenzozanee — silent order-plan rejections surfaced through an `_on_plan_rejected` hook (#1245), the temperature self-heal on the OpenAI-compatible path (#1246), escalating stream retry delays that honour Retry-After (#1247), USD-M tolerance calibration (#1248), FMP's Stable endpoint with no silent fallback for an explicit source (#1276), adjusted prices on the FMP and Tiingo paths (#1320), and EPERM handled in desktop updater shutdown checks (#1284) - @goatyyc — the read-only multi-broker portfolio dashboard and connection framework (#1072) with connector onboarding contracts (#1250), IBKR official MCP OAuth with verified read tools (#1190), and an isolated portfolio OAuth reconnect lifecycle with classified failures (#1211/#1251) - @saju01 — the agent loop keeping tool results the model still needs (#1341), compacted results reconciled by exact call identity (#1358), and grounding that no longer reads percentage-point deltas as quoted prices (#1346/#1357) - @aminak58 — symbol identity for bare joined crypto pairs (#1265), FX, metals and futures (#1280), and spot-gold aliases (#1282) - @averatec0773 — the Anthropic static prefix cached with cache usage recorded (#1366), relocated `extra_body.temperature` stripped in the Anthropic self-heal (#1330), and an attempt start persisted so the elapsed clock survives navigation and reload (#1340) - @Elfsa-Miranda — Alpaca submissions owned before broker writes, then recovered by exact client id and exact fills across restarts (#1213/#1221/#1222) - @ethanstoner — skill-relative reference links resolved in `read_file` and on GitHub (#1252/#1328), and strategy-store history that is really newest first (#1347) - @iagop03 — Web UI fixes: a stale `streamingSessionId` cleared on reopen, a scrollable main region with collapsed long prompts, and non-backtest runs pointed to Studio (#1257/#1258/#1259) - @Robin1987China — non-finite inputs refused across valuation and credit-risk functions (#1184/#1215), and Archimedean copula CDFs stabilized under large parameters (#1386) - @Emad211 — cross-platform locks and path handling for Windows (#1261), and read-only Nobitex and Wallex market-data sources (#1263) - @honginp — read-only Binance USD-M account snapshots (#1229) and USD-M drift evidence artifacts (#1230) - @pengpengyi92 — bounded backoff on swarm worker retries (#1210), and crypto pairs resolved through an active Binance connector (#1242) - @ashutoshsinghpr7 — the Zerodha Kite Connect broker for Indian equities (#1193) - @be-student — the no-progress stop for repeated discovery without new evidence (#1363) - @BigFishEmily — paginated Tencent finance history requests (#1154) - @birdxs — Docker CI actions upgraded to Node.js 24 compatible versions (#1359) - @bonyohana — the survivorship-bias disclosure rendered in the HTML bench report (#1289) - @c020627 — the IBKR official read-only MCP seed pointed at `/mcp-public` (#1178) - @guestccc — `/api` routes proxied in the Vite dev server (#1319) - @Jackzigen — mandate adjustments that enforce narrowing for non-numeric and list fields (#1285) - @JaxonHu1024 — Futu HKD valuations preserved in the portfolio (#1228) - @laiyierjiangsu — HK-prefixed symbols (`HK.06693` → `06693.HK`) locked in grounding (#1384) - @nandofmike — the Brazilian Portuguese (pt-BR) locale (#1327) - @P1Piyush — metals treated as metals in the forex backtest: pip size, lot size and spreads (#1226) - @sambazhu — per-market data-source priority in Settings and `MARKET_DATA_ORDER_*` (#1231) - @SiMinus — `vibe-trading swarm retry` with a resume option (#1194) - @sykuang — the IBKR public MCP OAuth flow (#1186) - @thisisjun786 — calendar-triggered partial rebalancing (#1277) - @wiliao — a run-stall watchdog, a bash tree-kill timeout and a compaction verification ledger (#1169) - @youngjincho02-arch — the historical VaR quantile formula fixed in the risk-analysis skill (#1189)

v0.1.14 cycle contributors

- @Shizoqua — a 13-PR correctness sweep across nearly every subsystem: grounding auto-recovers identity and price evidence within a bounded budget (#1092), swarm isolates worker artifacts between retries (#1053), rejects raw `ok`/`success` tool-result envelopes (#1052) and truncates oversized results with the shared notice (#1110), MCP gains offset paging for SEC filings and statements (#1138), routes `load_skill` through the registry so oversized skills page (#1137) and carries market-data provenance on `get_market_data` (#1131), plus `excess_return` consistency (#1058), Wilder-EWM RSI (#1056), the FTS5 tokenizer floor (#1071), non-finite prediction-market fields (#1136), in-flight delivery protection (#1140) and preserved backtest validation evidence (#1139) - @shadowinlife — the run-analysis surface, four pages in one cycle: Options Lab (#1096), the Factor Research panel with its new IC correlation matrix (#1099), positions structure visualization (#1097) and the tearsheet tab (#1091); plus evidence-gated Strategy Discovery Phase 1 (#978) and Phase 2 decay monitoring (#1007), per-market volume units in market-data provenance (#1065) and baostock volume normalized to board lots (#1067) - @pengpengyi92 — five quantlib numerics fixes: `xirr` and money-weighted return survive long-horizon discount underflow (#1119), zero-volatility options discount their forward value (#1066), the fixed-income curve keeps decay inside the requested bounds (#1076), event studies anchor to the prior session (#1078) and cross-validation aligns label ends to the prior observation (#1079) - @cgycorey — reasoning effort honoured in chat completions (#1025), the per-task swarm `ChatLLM` closed to stop a pooled-connection leak (#1145) and the same for one-shot clients (#1153), `gross_profit` derived from revenue minus COGS when the SEC tag is absent (#1111), and `vibe-trading show ` dispatching its run id instead of the flag (#1147) - @lorenzozanee — the test suite stopped escaping into the real config root and its live audit ledger (#1118, closes #1116), recovery steering delivered as user messages with inline system tags (#1112), and unsupported ticker-plus-name symbol queries marked skipped rather than failed (#1114) - @AndyLongest — the interactive backtest research dashboard (#1084), the engine reporting actual post-fill positions (#1082), and grounding ignoring identity constants in rate formulas (#1083) - @ofeksh-tr — eToro runtime UI parity for SDK connector status (#1051) and its crypto browse and flat market-data quotes (#1070), plus an empty `Response` for the `scheduled-runs` DELETE 204 (#1068) - @wiliao — the agent-run reliability pass: grounding false-rejections, the final-answer gate and LLM timeouts (#1105), with prompt wording and support/resistance masking (#1060) - @jay79-boop — a selectable IBKR market-data tier with starved quotes reported as `no_data` (#1075), and strict alpha t-stats surfaced in the bench JSON and HTML report (#1085) - @Robin1987China — DCF refusing non-finite inputs instead of a silent negative share price (#1121), and grounding masking ISO dates that run into CJK text (#1132) - @zzz607 — grounding masking line-leading ordered-list markers before number extraction (#1063), and the East Money research-report endpoint given the time parameters it now requires (#1077) - @Echoandelementwebsites — worker prompts ordered for prompt-cache-friendly prefixes (#1057), and tool-less agents no longer instructed to call `write_file` (#1144) - @549236606-oss — seven extended read-only Futu connector endpoints, each fail-closed through the existing gateway envelope (#1135) - @QCYTSN — the desktop update safety boundary: PID-scoped shutdown, dormant candidate verification, interrupted-attempt recovery, and a tested tampered/unsigned/wrong-publisher/downgrade rejection matrix (#1101) - @honginp — offline USD-M account reconciliation with immutable snapshot contracts and deterministic drift reporting (#1106) - @he-yufeng — each monitor's latest verdict parsed server-side and persisted on the job for the Market Watch list (#1152) - @sykuang — GitHub Copilot as a provider through the official SDK, with no borrowed client ID and no editor-impersonation headers (#990) - @miguelangelo78 — the hosted TickerAll MetaTrader 5 data source, so forex and metals backtests need no local MT5 terminal (#968) - @ngoanpv — Vietnam equity (HOSE) support: `.VN` no longer executes under China A-share rules (#1033) - @jax-novita — Novita AI registered as a built-in OpenAI-compatible provider (#1059) - @daviddaco1 — the Spanish locale and `README_es.md`, the sixth README (#1087) - @1psconstructor — German (Deutsch) UI support (#1117) - @x-lambda — the tencent loader building its SSL context from the certifi CA bundle, unblocking HK quotes (#1113) - @er-s-an — `build_registry()` reporting partial construction instead of silently returning a short tool list (#1129) - @straun-repo — reasoning effort passed through to the Anthropic adapter (#1115) - @nstavros — `connector orders` rendering broker_sdk rows, with SDK enum reprs stripped and class-B tickers left intact (#1150) - @lukiod — `.env.partial` created with owner-only permissions (#1086) - @fixXxerTech — inferred strategy labels marked as inferred in the run dashboard (#1134) - @birdxs — Docker images carrying the Feishu and Telegram channel dependencies, with a GHCR/Docker Hub build workflow (#1088) - @zhiwuyazhe-fjr — a Docker Codex OAuth EOF that explains itself (#1054)

v0.1.13 cycle contributors

- @santhreal — a 21-PR correctness sweep: trade-journal date and format parsing for Excel serials, UTF-16 BOM CSVs and BTCUSDT-style symbols (#778/#794/#811/#862/#868), loader interval mapping (#812/#838), skill frontmatter closed at EOF (#861), exact memory anchors and result bounds (#956/#957), negative-equity drawdown, insolvent empty cross accounts and `inf` from zero equity (#958/#959/#1041), NaN/inf in the grounding block (#1043), null and non-finite tool arguments (#911/#913), and resource-leak and robustness fixes in the rate limiter, HTTP throttle, event bus, store and Shoonya connector (#1039/#1047/#1046/#1045/#1038) - @Robin1987China — read-only `technical_indicators` and `sentiment` tools (#921/#939), the final report aggregator stage for `quant_strategy_desk` (#1048), annualisation entries for 15 more data sources (#891), `factor_analysis` realigned on MCP to the registered tool's contract (#715), blank symbol rows skipped in the Futu and generic journal parsers (#749), loader payloads handled without sampling indicator inputs (#1005), and a real account label in CLI balances (#843) - @he-yufeng — the options payoff and scenario explorer (#883, rebuilt by the maintainer as #946), the strict alpha bench gate via `alpha bench --strict` (#796), composable optimizer weight constraints (#818), rebalance notes and risk x-ray artifacts for portfolio runs (#795/#900), yfinance crypto routed to the crypto engine (#970), and memory entries written with their `.md` suffix (#984) - @shadowinlife — memory Phase 1 lifecycle management and Tier 2 structural organization (#733/#815), QVeris discovery/inspect/execute on the MCP surface (#976, landed as a port), JSON-string list/dict arguments accepted from MCP clients (#993), HK fallback routing repaired with a Tencent HK source (#1000), and MT5 `trading_history` numpy scalars made JSON-safe (#776) - @honginp — USD-M perpetual realism: margin state contracts, isolated and cross liquidation risk, the funding and liquidation lifecycle and persisted fidelity evidence (#798/#889/#903/#936), plus opt-in atomic rebalancing integrated with strict USD-M positions (#951/#1019) - @Shizoqua — swarm detection of `ok:false` / `success:false` tool failures (#1028), importance decay in FTS5 memory ranking (#1032), remote server identity in the MCP specs cache key (#1049), and lowercase `4h` requests resampled in the yfinance loader (#1013) - @tyj147454413-cmd — three fixes split from #543 that landed with their authorship: one run per session with honest terminal states (#676), redaction of free-text tool results (#675), and durable trace records and sidecars (#662) - @cgycorey — Alpha Zoo tools exposed on MCP with a bounded `alpha_bench` (#979), and mapping-shaped Responses stream events accepted (#1034) - @darkknight4563 — opt-in non-positive prices in the daily-bar validator (#816, closes #571), and `bar_returns` keeping the real move across a long trading halt (#895) - @MuggleJinx — sessions, runs and uploads stored under the user runtime root instead of the code tree (#925), and the `connector` CLI loading `~/.vibe-trading/.env` (#902) - @00EVA — a model dropdown that resizes so full provider/model slugs are readable (#1006) - @AmirF194 — universe metadata forwarded into the `alpha bench` JSON and HTML output (#841) - @CRui5in — Web UI LLM settings saved on Windows without an HTTP 500 (#561) - @ddy4633 — the correlation matrix no longer forward-filling missing closes (#873) - @Echoandelementwebsites — dataclass tool results serialized without a false circular-reference crash (#849) - @g0rdonL — historical USD-M funding consumed, with settlement jitter rounded (#819) - @JungHoonGhae — Korea equity (KRX: KOSPI/KOSDAQ) as a backtest engine (#693, landed as a port) - @klmtseng — restated PIT fundamentals deduplicated without regressing to an older fiscal period (#772) - @ngoanpv — timezone-aware local schedules for scheduled research (#954) - @QCYTSN — live model discovery and runtime identity in Settings (#924) - @sambazhu — `temperature=1` forced for the whole Kimi K-series (#701) - @shugaoye — the OpenBB Workspace bridge (#817, landed as a port) - @TSENGCHIENFENG — the read-only Taiwan stock snapshot tool (#848, landed as a port) - @wiliao — TSX/TSXV symbols end to end, with bash-written run-dir OHLC CSVs counted as observed evidence (#1037) - @x-lambda — a config option to disable the agent proxy (#995) - @xkam7ar — partial market-data results completed through the fallback chain instead of shrinking the universe (#689, landed as a port) - @y85998607 — the vn.py export skill updated for the vn.py 4.x layout (#869) - @yagnikpipaliya — the Anthropic adapter self-healing models that deprecate `temperature` (#890) - @yrk111222 — ModelScope as an OpenAI-compatible provider (#1011)

v0.1.12 cycle contributors

- @santhreal — a 30-PR correctness sweep: strict-JSON / finite-number hardening across metrics, factors, pattern, and options (#764/#765/#766/#767/#739/#740/#744), loader correctness (#761 yahoo 1m bars), and session / journal robustness (#762/#763/#768/#769/#770) - @xkam7ar — broad reliability across packaging, web, scheduler, swarm, and CLI (#584), cancellation before the first AgentLoop iteration (#641, closes #638), QVeris session budget + atomic credit accounting (#685/#686), CI / OOS gates (#630/#632), and journal month-filter / side-parse fixes (#626/#628) - @shadowinlife — the Strategy Development Manager skill (#457, closes #455), pluggable OCR + LLM-vision extraction (#548), centralized provider credentials (#563), the 80× signal-alignment vectorization (#698), and swarm MCP-discovery caching (#704) - @ebujinovch — the correlation regime timeline endpoint + UI (#756, closes #719) and its `correlation-regime` skill (#557), plus the `academic_corr_rewire` factor (#705) - @honginp — Binance USD-M routing with execution/mark separation (#470/#716) and the maintenance-bracket decouple that keeps `-PERP` backtests zero-credential (#757) - @StaniellG — the MetaTrader 5 (Exness) broker connector + `mt5` data source (#481) - @tyj147454413-cmd — the Binance fallback loader (#643), bounded OKX history with rate-limit handling (#644), and codex stream-failure classification (#663) - @Marnie0415 — composite sub-engine fallback for unknown symbols (#734) and the frontend `insertBefore` streaming DOM-race fix (#717) - @YZY0108 — the look-ahead-bias fix across all five portfolio optimizers (#487) - @UNHNQ — the SiliconFlow CN + Global providers (#565) - @FenjuFu — the iFlytek Spark provider (#537) - @jelech — the native Anthropic Messages API adapter (#695) - @octo-patch — MiniMax regional API endpoints (#731) - @Thibaultjaigu — the Requesty OpenAI-compatible gateway provider (#474) - @Robin1987China — realized portfolio turnover metrics for every optimizer (#478) - @YogeshModi24 — the Frazzini-Pedersen betting-against-beta academic factor (#480) - @0xZKnw — opt-in TAP mode for Alpaca (#377) - @sambazhu — the fundamental zoo `_VALID_ZOOS` whitelist (#707) - @nareshkps — Robinhood connector `account_number` wiring (#726) - @darkknight4563 — user swarm-presets directory discovery (#570) - @MikeCer — IBKR thread-local connection pool + snapshot quotes (#636) - @Shizoqua — `local` loader interval resampling (#467) - @roberttidball — FastMCP transport import compatibility (#469) - @yxhuang — bare-ticker resolution in the correlation matrix (#472, closes #471) - @Bortlesboat — stale `OPENAI_BASE_URL` provider-switch fix (#484, closes #482) - @ananaymital — preflight `EnvConfig` stale-cache fix (#479, closes #477) - @GabbaTauchi — reported the native zai streaming / base-URL bug (#758) - @warren618 / Haozhe Wu — the correlation regime backend integration, the zai provider streaming + base-URL resolution fix (#758), release integration, and open-PR/issue triage

v0.1.11 cycle contributors

- @shadowinlife — the `api_server` modularization capstone (1,103 → 371 lines, #424 closing #331), centralized env config with the AST CI gate (#440), loader `fetch()` protocol conformance (#437), and the Strategy Development Manager RFC in review (#455/#457) — 12 merged PRs this cycle - @Robin1987China — Research Autopilot Phase 3 loop closure (#267), 4 canonical academic alphas (#277), Shadow Account PIT-safe entry conditions (#302/#314/#316), the turnover-aware portfolio optimizer (#466), scheduled-research route tests (#452), and test-coverage batches for trade-journal / pattern / loader layers (#268/#269/#276) - @muku314115 — first-class Indian equity (NSE/BSE) support: the `IndiaEquityEngine`, cost stack, `.NS`/`.BO` routing, and the `india_broker` bridge (#305) - @mvanhorn — the end-to-end scheduled-research executor (#278), the Trading 212 read-only connector (#321), OpenAI default-model resolution (#319), and Robinhood config validation (#320) - @fei-moss — the `analyze_image` vision tool (#464), NapCat DM pairing (#463), and the IM-media allowed-roots report (#465) - @sambazhu — the value-investing toolkit: financial-rigor + report-audit tools, 4 skills, and the `value_investing_committee` preset (#407/#408) - @Elfsa-Miranda — the evidence-bound alpha research pipeline exploration (#405/#416, since re-scoped into #442) - @Hinotoi-agent — loopback CSRF rejection (#293) and authenticated remote same-origin UI requests (#304) - @dpersek — configurable IM reply timeout (#413) and the provider-preflight redirect fix (#404) - @digger-yu — cross-platform `setup`/`dev` commands (#292) and dev-dependency pre-checks (#349) - @skloxo — tilde expansion + file-roots safety fallback (#299) and reactive zh-CN localization (#301) - @kadaliao — the beginner tutorial (#393) and Alpha Library social cards (#396) - @morluto — CLI resume first-message preservation (#448) and the Codex OAuth default model (#446) - @yxhuang — the Kimi for Coding provider (#435) and the precise #433 diagnosis behind the governance-stack revert - @isaveall — the `validation.json` artifacts-dir fix (#429) and clearer `--swarm-run` errors (#428) - @mustafakamal88 — timezone-aware UTC timestamps (#397) - @irfanallana-oss — the zero-size order guard in `trading_place_order` (#417) - @Shizoqua — the central OHLC-invariant loader guard (#274) - @hobostay — SSRF-guard hardening for CGNAT/mesh ranges + the QQ media redirect fix (#389) - @aeonframework — Pillow / langchain CVE floor bumps (#390) - @hannibal-lee — the pandas version-constraint fix (#329) - @MarkfuGod — dynamic data-source counts + token-gated microcompaction (#296) - @gyx09212214-prog — strict JSON validation outputs (#306) - @LemonCANDY42 — the backtest report library (#224) - @fanfpy — Longbridge Decimal→float serialization (#459) - @asahikiko — packaged SKILL.md capability-count sync + the manifest guard test (#461) - @wison1717-maker — the mandate second-confirmation dialog + unified error toasts (#453) - @imsankz — opencode provider mappings (#444) - @flash1234pku — the tushare reference code-fence fix (#449) - @Penn-Live — the Docker startup route-iteration crash report (#450) - @warren618 / Haozhe Wu — the fundamental factor layer (PIT-safe SEC panels), the QVeris premium track, the IM channel runtime, India-equity integration review, CN search fallbacks, and release integration

v0.1.10 cycle contributors

- @Hinotoi-agent — a security-hardening wave: local-shutdown auth (#241), loopback-host rebinding rejection (#242), agent shell-tool opt-in (#243), settings-write auth (#245), mandate proposal-id containment (#256), persistent-memory type validation (#257), and MCP swarm run-id containment (#258) - @mvanhorn — the opt-in local data cache (#177), Gemini thoughtSignature round-trip over OpenAI-compat tool calls (#176), the custom data loader guide (#194), and the glm/zhipu provider alias + model-name inference (#247) - @gyx09212214-prog — loader robustness for malformed crypto/RSSHub timeout env vars (#227, #240), requested yfinance end-date inclusion (#226), strict run-card JSON for non-finite metrics (#238), and ddgs retry-fallback coverage (#239) - @BillDin — swarm agent status in the chat UI (#188), explicit preset-name handling (#189), the loader-backed market-data tool for swarm workers (#199), and preset-context continuations (#200) - @Robin1987China — the Research Autopilot goal-hypothesis bridge (#260), the local CSV/Parquet/DuckDB data loader (#252), and an assistant-prefill fix + configurable Kimi User-Agent (#248) - @LemonCANDY42 — the read-only runtime status dashboard (#210), persisted AgentLoop usage artifacts (#223), and opt-in Run Detail chart payloads (#225) - @zwrong — the trace.jsonl overhaul with zero truncation + offload (#206) and session-id on exit + `resume ` (#218) - @forge-builder — the AI contributor guide (#173) and the OpenClaw MCP research-only smoke-test docs (#165) - @skloxo — Chinese (zh-CN) frontend localization (adopted from #217) - @LeeCQiang — Chinese docstrings across all 452 Alpha Zoo factors (#180) - @KaiLuettmann — GHCR pre-built image publishing on release (#187) - @ngoanpv — Gemini thought_signature preservation through the AgentLoop dict path (#184) - @ShahNewazKhan — Docker host-Ollama reachability via host.docker.internal (#196) - @sambazhu — frontend sync of completed chat attempts (#236) - @bhlt — baostock-native code format support (#230) - @octo-patch — MiniMax M3 default model upgrade (#162) - @warren618 / Haozhe Wu — the global data layer (8 sources + 18 read-only data tools), the 10 broker SDK connectors, the alpha-compare full stack, the provider-reliability overhaul, multi-engine web_search fallback, responsive Stop + SSE reconnect, and release integration

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