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Feature/multi-asset-allocation#10

Merged
Mehranmzn merged 12 commits intomasterfrom
feature/multi-asset-allocation
Dec 15, 2025
Merged

Feature/multi-asset-allocation#10
Mehranmzn merged 12 commits intomasterfrom
feature/multi-asset-allocation

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@Mehranmzn Mehranmzn commented Dec 9, 2025

Description

  • add a standalone MultiAssetAllocationAgent that takes only a USD budget (plus optional styles) and outputs allocations across stocks/ETFs/crypto for 1w/1m/1y horizons,
    including rationales and sample tickers
  • expose the planner through FinancialAdvisor and the CLI (--multi-asset-budget, optional --multi-asset-strategies, --multi-asset-pdf-path) so the plan can be
    generated independently of the existing workflow
  • introduce MultiAssetPDFReportWriter to render the allocation plan as a PDF, and extend the advisors’ console printer plus docs/tests around the new flows
  • persist scraped news to DuckDB via NewsRepository, exclude open-access feeds from LLM input, and embed allocation charts into the existing channel PDF report

Type of Change

  • New feature (non-breaking change which adds functionality)
  • Bug fix (non-breaking change which fixes an issue)
  • Breaking change (fix or feature that would cause existing functionality to not work as expected)
  • Documentation update
  • Code refactoring
  • Test addition/modification

Testing

  • Unit tests pass locally: pytest tests/unit/test_multi_asset_agent.py tests/unit/test_news_repository.py tests/unit/test_channels.py
  • Integration tests pass locally
  • New tests added for new functionality (multi-asset agent + PDF + news repo)
  • All existing tests still pass

Checklist

  • My code follows the project's style guidelines
  • I have performed a self-review of my own code
  • I have commented my code, particularly in hard-to-understand areas
  • I have made corresponding changes to the documentation
  • My changes generate no new warnings
  • I have added tests that prove my feature works
  • New and existing unit tests pass locally with my changes
  • Pre-commit/ruff hooks pass

Security Considerations

  • No security concerns
  • Security review required
  • Security documentation updated

@Mehranmzn Mehranmzn requested a review from yahyamomtaz December 9, 2025 21:32
@Mehranmzn Mehranmzn merged commit 9efa4ef into master Dec 15, 2025
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