chore: sync current workspace changes
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Binary file not shown.
|
After Width: | Height: | Size: 144 KiB |
383
README.md
383
README.md
@@ -5,32 +5,28 @@
|
||||
<h2 align="center">EvoTraders: A Self-Evolving Multi-Agent Trading System</h2>
|
||||
|
||||
<p align="center">
|
||||
📌 <a href="http://trading.evoagents.cn">Visit us at EvoTraders website !</a>
|
||||
📌 <a href="http://trading.evoagents.cn">Visit the EvoTraders website</a>
|
||||
</p>
|
||||
|
||||
|
||||
|
||||
EvoTraders is an open-source financial trading agent framework that builds a trading system capable of continuous learning and evolution in real markets through multi-agent collaboration and memory systems.
|
||||
EvoTraders is an open-source financial trading agent framework that combines multi-agent collaboration, run-scoped workspaces, and memory to support both backtests and live trading workflows.
|
||||
|
||||
---
|
||||
|
||||
## Core Features
|
||||
|
||||
**Multi-Agent Collaborative Trading**
|
||||
A team of 6 members, including 4 specialized analyst roles (fundamentals, technical, sentiment, valuation) + portfolio manager + risk management, collaborating to make decisions like a real trading team.
|
||||
**Multi-agent trading team**
|
||||
Six roles collaborate like a real desk: four specialist analysts (fundamentals, technical, sentiment, valuation), one portfolio manager, and one risk manager.
|
||||
|
||||
You can customize your Agents here: [Custom Configuration](#custom-configuration)
|
||||
**Continuous learning**
|
||||
Agents can persist long-term memory with ReMe, reflect after each cycle, and evolve their decision patterns over time.
|
||||
|
||||
**Continuous Learning and Evolution**
|
||||
Based on the ReMe memory framework, agents reflect and summarize after each trade, preserving experience across rounds, and forming unique investment methodologies.
|
||||
**Backtest and live modes**
|
||||
The same runtime model supports historical simulation and live execution with real-time market data.
|
||||
|
||||
Through this design, we hope that when AI Agents form a team and enter the real-time market, they will gradually develop their own trading styles and decision preferences, rather than one-time random inference.
|
||||
|
||||
**Real-Time Market Trading**
|
||||
Supports real-time market data integration, providing backtesting mode and live trading mode, allowing AI Agents to learn and make decisions in real market fluctuations.
|
||||
|
||||
**Visualized Trading Information**
|
||||
Observe agents' analysis processes, communication records, and decision evolution in real-time, with complete tracking of return curves and analyst performance.
|
||||
**Operator-facing UI**
|
||||
The frontend exposes the trading room, runtime controls, logs, approvals, agent workspaces, and explain/news views.
|
||||
|
||||
<p>
|
||||
<img src="docs/assets/performance.jpg" width="45%">
|
||||
@@ -39,83 +35,158 @@ Observe agents' analysis processes, communication records, and decision evolutio
|
||||
|
||||
---
|
||||
|
||||
## Current Architecture
|
||||
|
||||
The repository is currently in a transition from a modular monolith to split service surfaces. The split-service path is the default local development mode.
|
||||
|
||||
Current app surfaces:
|
||||
|
||||
- `backend.apps.agent_service` on `:8000`: control plane for workspaces, agents, skills, and guard/approval APIs
|
||||
- `backend.apps.trading_service` on `:8001`: read-only trading data APIs
|
||||
- `backend.apps.news_service` on `:8002`: read-only explain/news APIs
|
||||
- `backend.apps.runtime_service` on `:8003`: runtime lifecycle APIs
|
||||
- `backend.apps.openclaw_service` on `:8004`: read-only OpenClaw facade
|
||||
- WebSocket gateway on `:8765`: live event/feed channel for the frontend
|
||||
|
||||
The most important runtime path today is:
|
||||
|
||||
`frontend -> runtime_service/control APIs -> gateway/runtime manager -> market service + pipeline + storage`
|
||||
|
||||
Reference notes for the migration live in [services/README.md](./services/README.md).
|
||||
|
||||
---
|
||||
|
||||
## Quick Start
|
||||
|
||||
### Installation
|
||||
### 1. Install
|
||||
|
||||
```bash
|
||||
# Clone repository
|
||||
git clone https://github.com/agentscope-ai/agentscope-samples
|
||||
cd agentscope-samples/EvoTraders
|
||||
# clone this repository, then:
|
||||
cd evotraders
|
||||
|
||||
# Install dependencies (Recommend uv!)
|
||||
# recommended
|
||||
uv pip install -e .
|
||||
# optional: pip install -e .
|
||||
|
||||
# optional
|
||||
# uv pip install -e ".[dev]"
|
||||
# pip install -e .
|
||||
```
|
||||
|
||||
# Configure environment variables
|
||||
### 2. Configure environment
|
||||
|
||||
```bash
|
||||
cp env.template .env
|
||||
# Edit .env file and add your API Keys. The following config are required:
|
||||
```
|
||||
|
||||
# finance data API: At minimum, FINANCIAL_DATASETS_API_KEY is required, corresponding to FIN_DATA_SOURCE=financial_datasets; It is recommended to add FINNHUB_API_KEY, corresponding to FIN_DATA_SOURCE=finnhub; If using live mode, FINNHUB_API_KEY must be added
|
||||
FIN_DATA_SOURCE = #finnhub or financial_datasets
|
||||
FINANCIAL_DATASETS_API_KEY= #Required
|
||||
FINNHUB_API_KEY= #Optional
|
||||
The root `env.template` is the canonical local template. A `.env.example` is also kept in the repo for reference.
|
||||
|
||||
# LLM API for Agents
|
||||
Minimum useful variables:
|
||||
|
||||
```bash
|
||||
# watchlist
|
||||
TICKERS=AAPL,MSFT,GOOGL,NVDA,TSLA,META,AMZN
|
||||
|
||||
# market data
|
||||
FIN_DATA_SOURCE=finnhub
|
||||
FINANCIAL_DATASETS_API_KEY=
|
||||
FINNHUB_API_KEY=
|
||||
POLYGON_API_KEY=
|
||||
|
||||
# agent model
|
||||
OPENAI_API_KEY=
|
||||
OPENAI_BASE_URL=
|
||||
MODEL_NAME=qwen3-max-preview
|
||||
|
||||
# LLM & embedding API for Memory
|
||||
# memory (optional unless --enable-memory is used)
|
||||
MEMORY_API_KEY=
|
||||
```
|
||||
|
||||
### Running
|
||||
Notes:
|
||||
|
||||
- `FINNHUB_API_KEY` is required for live mode.
|
||||
- `POLYGON_API_KEY` enables long-lived market-store ingestion and refresh helpers.
|
||||
- `MEMORY_API_KEY` is only required when long-term memory is enabled.
|
||||
|
||||
### 3. Start the stack
|
||||
|
||||
Recommended local development flow:
|
||||
|
||||
**Backtest Mode:**
|
||||
```bash
|
||||
evotraders backtest --start 2025-11-01 --end 2025-12-01
|
||||
evotraders backtest --start 2025-11-01 --end 2025-12-01 --enable-memory # Use Memory
|
||||
./start-dev.sh
|
||||
```
|
||||
|
||||
If you do not have market data APIs and just want to try the backtest demo, download the offline data and unzip it into `backend/data`:
|
||||
This starts:
|
||||
|
||||
- `agent_service` at `http://localhost:8000`
|
||||
- `trading_service` at `http://localhost:8001`
|
||||
- `news_service` at `http://localhost:8002`
|
||||
- `runtime_service` at `http://localhost:8003`
|
||||
- gateway WebSocket at `ws://localhost:8765`
|
||||
|
||||
Then start the frontend in another terminal:
|
||||
|
||||
```bash
|
||||
evotraders frontend
|
||||
```
|
||||
|
||||
Open `http://localhost:5173`.
|
||||
|
||||
You can also run services manually:
|
||||
|
||||
```bash
|
||||
python -m uvicorn backend.apps.agent_service:app --host 0.0.0.0 --port 8000 --reload
|
||||
python -m uvicorn backend.apps.trading_service:app --host 0.0.0.0 --port 8001 --reload
|
||||
python -m uvicorn backend.apps.news_service:app --host 0.0.0.0 --port 8002 --reload
|
||||
python -m uvicorn backend.apps.runtime_service:app --host 0.0.0.0 --port 8003 --reload
|
||||
python -m backend.main --mode live --host 0.0.0.0 --port 8765
|
||||
```
|
||||
|
||||
### 4. Run backtest or live mode from CLI
|
||||
|
||||
Backtest:
|
||||
|
||||
```bash
|
||||
evotraders backtest --start 2025-11-01 --end 2025-12-01
|
||||
evotraders backtest --start 2025-11-01 --end 2025-12-01 --enable-memory
|
||||
evotraders backtest --config-name smoke_fullstack --start 2025-11-01 --end 2025-12-01
|
||||
```
|
||||
|
||||
Live:
|
||||
|
||||
```bash
|
||||
evotraders live
|
||||
evotraders live --enable-memory
|
||||
evotraders live --schedule-mode intraday --interval-minutes 60
|
||||
evotraders live --trigger-time 22:30
|
||||
```
|
||||
|
||||
Help:
|
||||
|
||||
```bash
|
||||
evotraders --help
|
||||
evotraders backtest --help
|
||||
evotraders live --help
|
||||
evotraders frontend --help
|
||||
```
|
||||
|
||||
### Offline backtest data
|
||||
|
||||
If you want a quick backtest demo without external market APIs, download the offline bundle and unzip it into `backend/data`:
|
||||
|
||||
```bash
|
||||
wget "https://agentscope-open.oss-cn-beijing.aliyuncs.com/ret_data.zip"
|
||||
unzip ret_data.zip -d backend/data
|
||||
```
|
||||
The zip includes basic stock price data so you can run the backtest demo out of the box.
|
||||
|
||||
**Live Trading:**
|
||||
```bash
|
||||
evotraders live # Run immediately (default)
|
||||
evotraders live --enable-memory # Use memory
|
||||
evotraders live --mock # Mock mode (testing)
|
||||
evotraders live -t 22:30 # Run daily at 22:30 local time (auto-converts to NYSE timezone)
|
||||
```
|
||||
---
|
||||
|
||||
**Get Help:**
|
||||
```bash
|
||||
evotraders --help # View global CLI help
|
||||
evotraders backtest --help # View backtest mode parameters
|
||||
evotraders live --help # View live/mock run parameters
|
||||
```
|
||||
## Runtime Data Layout
|
||||
|
||||
**Launch Visualization Interface:**
|
||||
```bash
|
||||
# Ensure npm is installed, otherwise install it:
|
||||
# npm install
|
||||
evotraders frontend # Default connects to port 8765, you can modify the address in ./frontend/env.local to change the port number
|
||||
```
|
||||
|
||||
Visit `http://localhost:5173/` to view the trading room, select a date and click Run/Replay to observe the decision-making process.
|
||||
|
||||
### Runtime Data Layout
|
||||
|
||||
- Long-lived research data is stored in `data/market_research.db`
|
||||
- Each task run writes run-scoped state under `runs/<run_id>/`
|
||||
- `runs/<run_id>/team_dashboard/*.json` is an export/compatibility layer for dashboard views, not the authoritative runtime source of truth
|
||||
- Runtime APIs prefer active runtime state, `server_state.json`, and `runtime.db`
|
||||
- Long-lived research data lives in `data/market_research.db`
|
||||
- Each run writes run-scoped state under `runs/<run_id>/`
|
||||
- `runs/<run_id>/BOOTSTRAP.md` stores run-specific bootstrap values and prompt body
|
||||
- `runs/<run_id>/state/runtime_state.json` stores runtime snapshot state
|
||||
- `runs/<run_id>/team_dashboard/*.json` is a compatibility/export layer for dashboard consumers, not the primary runtime source of truth
|
||||
|
||||
Optional retention control:
|
||||
|
||||
@@ -123,129 +194,147 @@ Optional retention control:
|
||||
RUNS_RETENTION_COUNT=20
|
||||
```
|
||||
|
||||
Only timestamped run folders like `YYYYMMDD_HHMMSS` are pruned automatically when starting a new runtime. Named runs such as `smoke_fullstack` or `test_*` are preserved.
|
||||
Only timestamped run folders like `YYYYMMDD_HHMMSS` are pruned automatically. Named runs such as `live`, `smoke_fullstack`, or `reload_demo_*` are preserved.
|
||||
|
||||
---
|
||||
|
||||
## System Architecture
|
||||
## Frontend Service Routing
|
||||
|
||||
|
||||
The frontend always uses the control plane and runtime APIs, and can optionally call split services directly for read-only data.
|
||||
|
||||
### Agent Design
|
||||
Useful frontend env vars:
|
||||
|
||||
**Analyst Team:**
|
||||
- **Fundamentals Analyst**: Financial health, profitability, growth quality
|
||||
- **Technical Analyst**: Price trends, technical indicators, momentum analysis
|
||||
- **Sentiment Analyst**: Market sentiment, news sentiment, insider trading
|
||||
- **Valuation Analyst**: DCF, residual income, EV/EBITDA
|
||||
|
||||
**Decision Layer:**
|
||||
- **Portfolio Manager**: Integrates analysis signals from analysts, executes communication strategies, combines analyst and team historical performance, recent investment memories, and long-term investment experience to make final decisions
|
||||
- **Risk Management**: Real-time price and volatility monitoring, position limits, multi-layer risk warnings
|
||||
|
||||
### Decision Process
|
||||
|
||||
```
|
||||
Real-time Market Data → Independent Analysis → Intelligent Communication (1v1/1vN/NvN) → Decision Execution → Performance Evaluation → Learning and Evolution (Memory Update)
|
||||
```bash
|
||||
VITE_CONTROL_API_BASE_URL=http://localhost:8000/api
|
||||
VITE_RUNTIME_API_BASE_URL=http://localhost:8003/api/runtime
|
||||
VITE_NEWS_SERVICE_URL=http://localhost:8002
|
||||
VITE_TRADING_SERVICE_URL=http://localhost:8001
|
||||
VITE_WS_URL=ws://localhost:8765
|
||||
```
|
||||
|
||||
Each trading day goes through five stages:
|
||||
|
||||
1. **Analysis Stage**: Each agent independently analyzes based on their respective tools and historical experience
|
||||
2. **Communication Stage**: Exchange views through private chats, notifications, meetings, etc.
|
||||
3. **Decision Stage**: Portfolio manager makes comprehensive judgments and provides final trades
|
||||
4. **Evaluation Stage**
|
||||
- **Performance Charts**: Track portfolio return curves vs. benchmark strategies (equal-weighted, market-cap weighted, momentum). Used to evaluate overall strategy effectiveness.
|
||||
|
||||
- **Analyst Rankings**: Click on avatars in the Trading Room to view analyst performance (win rate, bull/bear market win rate). Used to understand which analysts provide the most valuable insights.
|
||||
|
||||
- **Statistics**: Detailed position and trading history. Used for in-depth analysis of position management and execution quality.
|
||||
|
||||
5. **Review Stage**: Agents reflect on decisions and summarize experiences based on actual returns of the day, and store them in the ReMe memory framework for continuous improvement
|
||||
If these are not set, the frontend falls back to its local defaults and compatibility paths where available.
|
||||
|
||||
---
|
||||
|
||||
### Module Support
|
||||
## Decision Flow
|
||||
|
||||
- **Agent Framework**: [AgentScope](https://github.com/agentscope-ai/agentscope)
|
||||
- **Memory System**: [ReMe](https://github.com/agentscope-ai/reme)
|
||||
- **LLM Support**: OpenAI, DeepSeek, Qwen, Moonshot, Zhipu AI, etc.
|
||||
```text
|
||||
Market data -> independent analyst work -> team communication -> portfolio decision ->
|
||||
risk review -> execution/settlement -> reflection/memory update
|
||||
```
|
||||
|
||||
The runtime manager also tracks:
|
||||
|
||||
- agent registration and status
|
||||
- pending approvals
|
||||
- run events
|
||||
- current session key
|
||||
|
||||
---
|
||||
|
||||
## Custom Configuration
|
||||
|
||||
### Custom Analyst Roles
|
||||
### Add or change analyst roles
|
||||
|
||||
1. Register role information in [./backend/agents/prompts/analyst/personas.yaml](./backend/agents/prompts/analyst/personas.yaml), for example:
|
||||
1. Define the analyst persona in [backend/agents/prompts/analyst/personas.yaml](./backend/agents/prompts/analyst/personas.yaml)
|
||||
2. Register the role in [backend/config/constants.py](./backend/config/constants.py)
|
||||
3. Optionally add/update the frontend seat metadata in [frontend/src/config/constants.js](./frontend/src/config/constants.js)
|
||||
|
||||
Example persona entry:
|
||||
|
||||
```yaml
|
||||
comprehensive_analyst:
|
||||
name: "Comprehensive Analyst"
|
||||
focus:
|
||||
- ...
|
||||
preferred_tools: # Flexibly select based on situation
|
||||
- multi-factor synthesis
|
||||
preferred_tools:
|
||||
- get_stock_price
|
||||
- get_company_financials
|
||||
description: |
|
||||
As a comprehensive analyst ...
|
||||
A generalist analyst that combines multiple signals.
|
||||
```
|
||||
|
||||
2. Add role definition in [./backend/config/constants.py](./backend/config/constants.py)
|
||||
```python
|
||||
ANALYST_TYPES = {
|
||||
# Add new analyst
|
||||
"comprehensive_analyst": {
|
||||
"display_name": "Comprehensive Analyst",
|
||||
"agent_id": "comprehensive_analyst",
|
||||
"description": "Uses LLM to intelligently select analysis tools, performs comprehensive analysis",
|
||||
"order": 15
|
||||
}
|
||||
}
|
||||
```
|
||||
### Configure per-agent models
|
||||
|
||||
3. Introduce new role in frontend configuration [./frontend/src/config/constants.js](./frontend/src/config/constants.js) (optional)
|
||||
```javascript
|
||||
export const AGENTS = [
|
||||
// Override one of the agents
|
||||
{
|
||||
id: "comprehensive_analyst",
|
||||
name: "Comprehensive Analyst",
|
||||
role: "Comprehensive Analyst",
|
||||
avatar: `${ASSET_BASE_URL}/...`,
|
||||
colors: { bg: '#F9FDFF', text: '#1565C0', accent: '#1565C0' }
|
||||
}
|
||||
]
|
||||
```
|
||||
|
||||
### Custom Models
|
||||
|
||||
Configure models used by different agents in the [.env](.env) file:
|
||||
Model overrides are configured in `.env`:
|
||||
|
||||
```bash
|
||||
AGENT_SENTIMENT_ANALYST_MODEL_NAME=qwen3-max-preview
|
||||
AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=deepseek-chat
|
||||
AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4-plus
|
||||
AGENT_VALUATION_ANALYST_MODEL_NAME=moonshot-v1-32k
|
||||
AGENT_SENTIMENT_ANALYST_MODEL_NAME=deepseek-v3.2-exp
|
||||
AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4.6
|
||||
AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=qwen3-max-preview
|
||||
AGENT_VALUATION_ANALYST_MODEL_NAME=Moonshot-Kimi-K2-Instruct
|
||||
AGENT_RISK_MANAGER_MODEL_NAME=qwen3-max-preview
|
||||
AGENT_PORTFOLIO_MANAGER_MODEL_NAME=qwen3-max-preview
|
||||
```
|
||||
|
||||
### Project Structure
|
||||
### Run-scoped bootstrap config
|
||||
|
||||
Each run can override defaults through `runs/<run_id>/BOOTSTRAP.md`. The front matter is parsed by [backend/config/bootstrap_config.py](./backend/config/bootstrap_config.py) and can define values such as:
|
||||
|
||||
```yaml
|
||||
tickers:
|
||||
- AAPL
|
||||
- MSFT
|
||||
initial_cash: 100000
|
||||
margin_requirement: 0.5
|
||||
max_comm_cycles: 2
|
||||
schedule_mode: daily
|
||||
trigger_time: "09:30"
|
||||
enable_memory: false
|
||||
```
|
||||
EvoTraders/
|
||||
|
||||
Initialize a run workspace with:
|
||||
|
||||
```bash
|
||||
evotraders init-workspace --config-name my_run
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Project Structure
|
||||
|
||||
```text
|
||||
evotraders/
|
||||
├── backend/
|
||||
│ ├── agents/ # Agent implementation
|
||||
│ ├── communication/ # Communication system
|
||||
│ ├── memory/ # Memory system (ReMe)
|
||||
│ ├── tools/ # Analysis toolset
|
||||
│ ├── servers/ # WebSocket services
|
||||
│ └── cli.py # CLI entry point
|
||||
├── frontend/ # React visualization interface
|
||||
└── logs_and_memory/ # Logs and memory data
|
||||
│ ├── agents/ # agent roles, prompts, skills, workspaces
|
||||
│ ├── api/ # FastAPI routers
|
||||
│ ├── apps/ # split service surfaces
|
||||
│ ├── core/ # pipeline, scheduler, state sync
|
||||
│ ├── runtime/ # runtime manager and agent runtime state
|
||||
│ ├── services/ # gateway, market/storage/db services
|
||||
│ └── cli.py # Typer CLI entrypoint
|
||||
├── frontend/ # React + Vite UI
|
||||
├── shared/ # shared clients and schemas for split services
|
||||
├── runs/ # run-scoped state and dashboards
|
||||
├── data/ # long-lived research artifacts
|
||||
└── services/README.md
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Testing
|
||||
|
||||
Backend tests live under `backend/tests` and cover service apps, shared clients, domains, routing, enrichment, gateway support, and runtime support.
|
||||
|
||||
Typical commands:
|
||||
|
||||
```bash
|
||||
pytest
|
||||
pytest backend/tests/test_runtime_service_app.py
|
||||
pytest backend/tests/test_trading_service_app.py
|
||||
```
|
||||
|
||||
Frontend tests:
|
||||
|
||||
```bash
|
||||
cd frontend
|
||||
npm test
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## License and Disclaimer
|
||||
|
||||
EvoTraders is a research and educational project, open-sourced under the Apache 2.0 license.
|
||||
EvoTraders is a research and educational project. Review the repository license before redistribution or commercial use.
|
||||
|
||||
**Risk Warning**: Before trading with real funds, please conduct thorough testing and risk assessment. Past performance does not guarantee future returns. Investment involves risks, and decisions should be made with caution.
|
||||
**Risk warning**: this project is not investment advice. Test thoroughly before any real-money deployment. Past performance does not guarantee future returns.
|
||||
|
||||
424
README_zh.md
424
README_zh.md
@@ -4,291 +4,337 @@
|
||||
|
||||
<h2 align="center">EvoTraders：自我进化的多智能体交易系统</h2>
|
||||
|
||||
|
||||
<p align="center">
|
||||
📌 <a href="http://trading.evoagents.cn">Visit us at EvoTraders website !</a>
|
||||
📌 <a href="http://trading.evoagents.cn">访问 EvoTraders 官网</a>
|
||||
</p>
|
||||
|
||||
|
||||
|
||||
EvoTraders是一个开源的金融交易智能体框架，通过多智能体协作和记忆系统，构建能够在真实市场中持续学习与进化的交易系统。
|
||||
EvoTraders 是一个开源的金融交易智能体框架，结合多智能体协作、run 级工作区和记忆机制，支持回测与实盘两类交易运行模式。
|
||||
|
||||
---
|
||||
|
||||
## 核心特性
|
||||
|
||||
**多智能体协作交易**
|
||||
6名成员，包含4种专业分析师角色（基本面、技术面、情绪、估值）+ 投资组合经理 + 风险管理，像真实交易团队一样协作决策。
|
||||
**多智能体交易团队**
|
||||
系统默认包含 6 个角色：4 个分析师（基本面、技术面、情绪、估值）+ 投资经理 + 风控经理。
|
||||
|
||||
你可以在这里自定义你的Agents，支持配置不同大模型（如 Qwen、DeepSeek、GPT、Claude等）协同分析：[自定义配置](#自定义配置)
|
||||
**持续学习**
|
||||
可选接入 ReMe 长期记忆，智能体会在每轮结束后反思、复盘并沉淀经验。
|
||||
|
||||
**持续学习与进化**
|
||||
基于 ReMe 记忆框架，智能体在每次交易后反思总结，跨回合保留经验，形成独特的投资方法论。
|
||||
|
||||
通过这样的设计，我们希望当 AI Agents 组成团队进入实时市场，它们会逐渐形成自己的交易风格和决策偏好，而不是一次性的随机推理
|
||||
|
||||
|
||||
**实时市场交易**
|
||||
支持实时行情接入，提供回测模式和实盘模式，让 AI Agents 在真实市场波动中学习和决策。
|
||||
|
||||
**可视化交易信息**
|
||||
实时观察 Agents 的分析过程、沟通记录和决策演化，完整追踪收益曲线和分析师表现。
|
||||
**统一运行时**
|
||||
同一套运行时模型支持历史回测和实时行情驱动的实盘流程。
|
||||
|
||||
**可操作前端**
|
||||
前端不只是展示层，还包含交易室、运行控制、日志、审批、Agent 工作区和 explain/news 视图。
|
||||
|
||||
<p>
|
||||
<img src="docs/assets/performance.jpg" width="45%">
|
||||
<img src="./docs/assets/dashboard.jpg" width="45%">
|
||||
</p>
|
||||
|
||||
---
|
||||
|
||||
## 当前架构
|
||||
|
||||
仓库目前处于“模块化单体 -> 拆分服务”的迁移阶段，本地开发默认走 split-service 路径。
|
||||
|
||||
当前 app surface：
|
||||
|
||||
- `backend.apps.agent_service`，端口 `8000`：控制面，负责 workspaces、agents、skills、审批接口
|
||||
- `backend.apps.trading_service`，端口 `8001`：只读交易数据接口
|
||||
- `backend.apps.news_service`，端口 `8002`：只读 explain/news 接口
|
||||
- `backend.apps.runtime_service`，端口 `8003`：运行时生命周期接口
|
||||
- `backend.apps.openclaw_service`，端口 `8004`：只读 OpenClaw facade
|
||||
- WebSocket gateway，端口 `8765`：前端实时事件和 feed 通道
|
||||
|
||||
当前最关键的主链路是：
|
||||
|
||||
`frontend -> runtime_service/control APIs -> gateway/runtime manager -> market service + pipeline + storage`
|
||||
|
||||
迁移背景可参考 [services/README.md](./services/README.md)。
|
||||
|
||||
---
|
||||
|
||||
## 快速开始
|
||||
|
||||
### 安装
|
||||
### 1. 安装
|
||||
|
||||
```bash
|
||||
# 克隆仓库
|
||||
git clone https://github.com/agentscope-ai/agentscope-samples
|
||||
cd agentscope-samples/EvoTraders
|
||||
# 克隆仓库后进入项目目录
|
||||
cd evotraders
|
||||
|
||||
# 安装依赖(推荐使用uv）
|
||||
# 推荐
|
||||
uv pip install -e .
|
||||
# (可选）pip install -e .
|
||||
|
||||
# 配置环境变量
|
||||
# 可选
|
||||
# uv pip install -e ".[dev]"
|
||||
# pip install -e .
|
||||
```
|
||||
|
||||
### 2. 配置环境变量
|
||||
|
||||
```bash
|
||||
cp env.template .env
|
||||
# 编辑 .env 文件，添加你的 API Keys,以下的配置项为必填项
|
||||
```
|
||||
|
||||
# finance data API:至少需要FINANCIAL_DATASETS_API_KEY，对应FIN_DATA_SOURCE=financial_datasets；推荐添加FINNHUB_API_KEY，对应至少需要FINANCIAL_DATASETS_API_KEY，对应FIN_DATA_SOURCE填为finnhub;如果使用live 模式必须添加FINNHUB_API_KEY
|
||||
FIN_DATA_SOURCE= #finnhub or financial_datasets
|
||||
FINANCIAL_DATASETS_API_KEY= #必需
|
||||
FINNHUB_API_KEY= #可选
|
||||
根目录 `env.template` 是当前本地开发的主模板，仓库里也保留了 `.env.example` 作为参考。
|
||||
|
||||
# LLM API for Agents
|
||||
最常用的配置项：
|
||||
|
||||
```bash
|
||||
# 自选股
|
||||
TICKERS=AAPL,MSFT,GOOGL,NVDA,TSLA,META,AMZN
|
||||
|
||||
# 行情数据
|
||||
FIN_DATA_SOURCE=finnhub
|
||||
FINANCIAL_DATASETS_API_KEY=
|
||||
FINNHUB_API_KEY=
|
||||
POLYGON_API_KEY=
|
||||
|
||||
# Agent 模型
|
||||
OPENAI_API_KEY=
|
||||
OPENAI_BASE_URL=
|
||||
MODEL_NAME=qwen3-max-preview
|
||||
|
||||
# LLM & embedding API for Memory
|
||||
# 长期记忆（只有启用 --enable-memory 才需要）
|
||||
MEMORY_API_KEY=
|
||||
```
|
||||
|
||||
### 运行
|
||||
说明：
|
||||
|
||||
- live 模式必须配置 `FINNHUB_API_KEY`
|
||||
- `POLYGON_API_KEY` 用于长期 market store 的补数和刷新
|
||||
- `MEMORY_API_KEY` 仅在启用长期记忆时需要
|
||||
|
||||
### 3. 启动服务栈
|
||||
|
||||
本地开发推荐直接使用：
|
||||
|
||||
**回测模式：**
|
||||
```bash
|
||||
evotraders backtest --start 2025-11-01 --end 2025-12-01
|
||||
evotraders backtest --start 2025-11-01 --end 2025-12-01 --enable-memory # 使用记忆
|
||||
|
||||
./start-dev.sh
|
||||
```
|
||||
|
||||
如果没有可用的行情 API，想快速体验回测 demo，可直接下载离线数据并解压到 `backend/data`：
|
||||
该脚本会启动：
|
||||
|
||||
- `agent_service`：`http://localhost:8000`
|
||||
- `trading_service`：`http://localhost:8001`
|
||||
- `news_service`：`http://localhost:8002`
|
||||
- `runtime_service`：`http://localhost:8003`
|
||||
- gateway WebSocket：`ws://localhost:8765`
|
||||
|
||||
然后在另一个终端启动前端：
|
||||
|
||||
```bash
|
||||
evotraders frontend
|
||||
```
|
||||
|
||||
访问 `http://localhost:5173`。
|
||||
|
||||
也可以手动分别启动：
|
||||
|
||||
```bash
|
||||
python -m uvicorn backend.apps.agent_service:app --host 0.0.0.0 --port 8000 --reload
|
||||
python -m uvicorn backend.apps.trading_service:app --host 0.0.0.0 --port 8001 --reload
|
||||
python -m uvicorn backend.apps.news_service:app --host 0.0.0.0 --port 8002 --reload
|
||||
python -m uvicorn backend.apps.runtime_service:app --host 0.0.0.0 --port 8003 --reload
|
||||
python -m backend.main --mode live --host 0.0.0.0 --port 8765
|
||||
```
|
||||
|
||||
### 4. 使用 CLI 运行回测或实盘
|
||||
|
||||
回测：
|
||||
|
||||
```bash
|
||||
evotraders backtest --start 2025-11-01 --end 2025-12-01
|
||||
evotraders backtest --start 2025-11-01 --end 2025-12-01 --enable-memory
|
||||
evotraders backtest --config-name smoke_fullstack --start 2025-11-01 --end 2025-12-01
|
||||
```
|
||||
|
||||
实盘：
|
||||
|
||||
```bash
|
||||
evotraders live
|
||||
evotraders live --enable-memory
|
||||
evotraders live --schedule-mode intraday --interval-minutes 60
|
||||
evotraders live --trigger-time 22:30
|
||||
```
|
||||
|
||||
帮助：
|
||||
|
||||
```bash
|
||||
evotraders --help
|
||||
evotraders backtest --help
|
||||
evotraders live --help
|
||||
evotraders frontend --help
|
||||
```
|
||||
|
||||
### 离线回测数据
|
||||
|
||||
如果只是想快速体验回测，不依赖外部行情 API，可以下载离线数据包并解压到 `backend/data`：
|
||||
|
||||
```bash
|
||||
wget "https://agentscope-open.oss-cn-beijing.aliyuncs.com/ret_data.zip"
|
||||
unzip ret_data.zip -d backend/data
|
||||
```
|
||||
该压缩包提供基础的股票行情数据，解压后即可直接用于回测演示。
|
||||
|
||||
**实盘交易：**
|
||||
---
|
||||
|
||||
## 运行时数据布局
|
||||
|
||||
- 长期研究数据保存在 `data/market_research.db`
|
||||
- 每次 run 的状态写入 `runs/<run_id>/`
|
||||
- `runs/<run_id>/BOOTSTRAP.md` 保存该 run 的 bootstrap 值和 prompt body
|
||||
- `runs/<run_id>/state/runtime_state.json` 保存运行时快照
|
||||
- `runs/<run_id>/team_dashboard/*.json` 主要是给 dashboard 用的兼容导出层，不是唯一真相源
|
||||
|
||||
可选保留策略：
|
||||
|
||||
```bash
|
||||
evotraders live # 立即运行（默认）
|
||||
evotraders live --enable-memory # 使用记忆
|
||||
evotraders live --mock # Mock 模式（测试）
|
||||
evotraders live -t 22:30 # 每天本地时间 22:30 运行（自动转换为 NYSE 时区）
|
||||
evotraders live --schedule-mode intraday --interval-minutes 60 # 每隔 1 小时触发一次；仅交易时段执行交易，其他时段只分析
|
||||
RUNS_RETENTION_COUNT=20
|
||||
```
|
||||
|
||||
前端的“运行设置”面板也支持热更新 `schedule_mode`、`interval_minutes`、`max_comm_cycles`；其中 daily 模式时间当前按 NYSE/ET 配置。
|
||||
只有形如 `YYYYMMDD_HHMMSS` 的时间戳目录会被自动清理；`live`、`smoke_fullstack`、`reload_demo_*` 这类命名 run 会保留。
|
||||
|
||||
**获取帮助：**
|
||||
```bash
|
||||
evotraders --help # 查看整体命令行帮助
|
||||
evotraders backtest --help # 查看回测模式的参数说明
|
||||
evotraders live --help # 查看实盘/Mock 运行的参数说明
|
||||
```
|
||||
---
|
||||
|
||||
**启动可视化界面：**
|
||||
```bash
|
||||
# 确保已安装 npm, 否则请安装：
|
||||
# npm install
|
||||
evotraders frontend # 默认连接 8765 端口, 你可以修改 ./frontend/env.local 中的地址从而修改端口号
|
||||
```
|
||||
## 前端服务路由
|
||||
|
||||
访问 `http://localhost:5173/` 查看交易大厅，选择日期并点击 Run/Replay 观察决策过程。
|
||||
前端始终会使用 control plane 和 runtime API，同时可以选择直连拆分服务读取只读数据。
|
||||
|
||||
### 迁移期服务边界说明
|
||||
|
||||
当前仓库正处于从模块化单体向独立服务迁移的阶段，当前默认开发路径已经切到独立 app surface：
|
||||
|
||||
- `backend.apps.agent_service`
|
||||
- `backend.apps.runtime_service`
|
||||
- `backend.apps.trading_service`
|
||||
- `backend.apps.news_service`
|
||||
|
||||
当前本地开发默认推荐直接运行拆分后的服务：
|
||||
常用前端环境变量：
|
||||
|
||||
```bash
|
||||
./start-dev.sh split
|
||||
|
||||
# 或分别手动启动
|
||||
python -m uvicorn backend.apps.agent_service:app --port 8000 --reload
|
||||
python -m uvicorn backend.apps.runtime_service:app --port 8003 --reload
|
||||
python -m uvicorn backend.apps.trading_service:app --port 8001 --reload
|
||||
python -m uvicorn backend.apps.news_service:app --port 8002 --reload
|
||||
```
|
||||
|
||||
迁移期关键环境变量：
|
||||
|
||||
```bash
|
||||
# 后端 Gateway 优先走独立服务读取
|
||||
NEWS_SERVICE_URL=http://localhost:8002
|
||||
TRADING_SERVICE_URL=http://localhost:8001
|
||||
|
||||
# 前端浏览器直连控制面 / 运行时面
|
||||
VITE_CONTROL_API_BASE_URL=http://localhost:8000/api
|
||||
VITE_RUNTIME_API_BASE_URL=http://localhost:8003/api/runtime
|
||||
|
||||
# 前端浏览器优先直连独立服务
|
||||
VITE_NEWS_SERVICE_URL=http://localhost:8002
|
||||
VITE_TRADING_SERVICE_URL=http://localhost:8001
|
||||
VITE_WS_URL=ws://localhost:8765
|
||||
```
|
||||
|
||||
目前前端已支持直连 `news-service` 的 explain 只读路径包括：
|
||||
|
||||
- runtime panel / gateway port 查询已可独立指向 `runtime-service`
|
||||
- story
|
||||
- similar days
|
||||
- range explain
|
||||
- news for date
|
||||
- news categories
|
||||
|
||||
如果没有配置这些变量，系统会继续走当前保留的本地回退逻辑。
|
||||
如果不配置，前端会按本地默认值和兼容回退逻辑运行。
|
||||
|
||||
---
|
||||
|
||||
## 系统架构
|
||||
## 决策流程
|
||||
|
||||
|
||||
|
||||
### 智能体设计
|
||||
|
||||
**分析师团队：**
|
||||
- **基本面分析师**：财务健康度、盈利能力、增长质量
|
||||
- **技术分析师**：价格趋势、技术指标、动量分析
|
||||
- **情绪分析师**：市场情绪、新闻舆情、内部人交易
|
||||
- **估值分析师**：DCF、剩余收益、EV/EBITDA
|
||||
|
||||
**决策层：**
|
||||
- **投资组合经理**：整合来自分析师的分析信号，执行沟通策略，结合分析师和团队历史表现、近期投资记忆和长期投资经验，进行最终决策
|
||||
- **风险管理**：实时价格与波动率监控、头寸限制，多层风险预警
|
||||
|
||||
### 决策流程
|
||||
|
||||
```
|
||||
实时行情 → 独立分析 → 智能沟通 (1v1/1vN/NvN) → 决策执行 → 收益评估 → 学习与进化（记忆更新）
|
||||
```text
|
||||
市场数据 -> 分析师独立分析 -> 团队沟通 -> 投资决策 ->
|
||||
风控审核 -> 执行/结算 -> 复盘/记忆更新
|
||||
```
|
||||
|
||||
每个交易日经历五个阶段：
|
||||
|
||||
1. **分析阶段**：各智能体基于各自工具和历史经验独立分析
|
||||
2. **沟通阶段**：通过私聊、通知、会议等方式交换观点
|
||||
3. **决策阶段**：投资组合经理综合判断，给出最终交易
|
||||
4. **评估阶段**
|
||||
- **业绩图表**: 追踪组合收益曲线 vs. 基准策略（等权、市值加权、动量）。用于评估整体策略有效性。
|
||||
|
||||
- **分析师排名**: 在 Trading Room 点击头像查看分析师表现（胜率、牛/熊市胜率）。用于了解哪些分析师提供最有价值的洞察。
|
||||
|
||||
- **统计数据**: 详细的持仓和交易历史。用于深入分析仓位管理和执行质量。
|
||||
|
||||
4. **复盘阶段**：Agents 根据当日实际收益反思决策、总结经验，并存入 ReMe 记忆框架以持续改进
|
||||
|
||||
---
|
||||
|
||||
### 模块支持
|
||||
|
||||
- **智能体框架**：[AgentScope](https://github.com/agentscope-ai/agentscope)
|
||||
- **记忆系统**：[ReMe](https://github.com/agentscope-ai/reme)
|
||||
- **LLM 支持**：OpenAI、DeepSeek、Qwen、Moonshot、Zhipu AI 等
|
||||
运行时管理器还会跟踪：
|
||||
|
||||
- agent 注册和状态
|
||||
- 待审批项
|
||||
- run 事件
|
||||
- 当前 session key
|
||||
|
||||
---
|
||||
|
||||
## 自定义配置
|
||||
|
||||
### 自定义分析师角色
|
||||
### 新增或修改分析师角色
|
||||
|
||||
1. 在 [./backend/agents/prompts/analyst/personas.yaml](./backend/agents/prompts/analyst/personas.yaml) 中注册角色信息，例如：
|
||||
1. 在 [backend/agents/prompts/analyst/personas.yaml](./backend/agents/prompts/analyst/personas.yaml) 中定义 persona
|
||||
2. 在 [backend/config/constants.py](./backend/config/constants.py) 中注册角色
|
||||
3. 如有需要，在 [frontend/src/config/constants.js](./frontend/src/config/constants.js) 中补充前端展示元数据
|
||||
|
||||
示例：
|
||||
|
||||
```yaml
|
||||
comprehensive_analyst:
|
||||
name: "Comprehensive Analyst"
|
||||
focus:
|
||||
- ...
|
||||
preferred_tools: # Flexibly select based on situation
|
||||
- multi-factor synthesis
|
||||
preferred_tools:
|
||||
- get_stock_price
|
||||
- get_company_financials
|
||||
description: |
|
||||
As a comprehensive analyst ...
|
||||
A generalist analyst that combines multiple signals.
|
||||
```
|
||||
|
||||
2. 在 [./backend/config/constants.py](./backend/config/constants.py) 添加角色定义
|
||||
```python
|
||||
ANALYST_TYPES = {
|
||||
# 增加新的分析师
|
||||
"comprehensive_analyst": {
|
||||
"display_name": "Comprehensive Analyst",
|
||||
"agent_id": "comprehensive_analyst",
|
||||
"description": "Uses LLM to intelligently select analysis tools, performs comprehensive analysis",
|
||||
"order": 15
|
||||
}
|
||||
}
|
||||
```
|
||||
### 配置各 Agent 使用的模型
|
||||
|
||||
3. 在前端配置 [./frontend/src/config/constants.js](./frontend/src/config/constants.js) 中引入新角色（可选）
|
||||
```javascript
|
||||
export const AGENTS = [
|
||||
// 覆盖掉其中某一个agent
|
||||
{
|
||||
id: "comprehensive_analyst",
|
||||
name: "Comprehensive Analyst",
|
||||
role: "Comprehensive Analyst",
|
||||
avatar: `${ASSET_BASE_URL}/...`,
|
||||
colors: { bg: '#F9FDFF', text: '#1565C0', accent: '#1565C0' }
|
||||
}
|
||||
]
|
||||
```
|
||||
|
||||
|
||||
|
||||
### 自定义模型
|
||||
|
||||
在 [.env](.env) 文件中配置不同智能体使用的模型：
|
||||
模型覆盖在 `.env` 中配置：
|
||||
|
||||
```bash
|
||||
AGENT_SENTIMENT_ANALYST_MODEL_NAME=qwen3-max-preview
|
||||
AGENT_FUNDAMENTAL_ANALYST_MODEL_NAME=deepseek-chat
|
||||
AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4-plus
|
||||
AGENT_VALUATION_ANALYST_MODEL_NAME=moonshot-v1-32k
|
||||
AGENT_SENTIMENT_ANALYST_MODEL_NAME=deepseek-v3.2-exp
|
||||
AGENT_TECHNICAL_ANALYST_MODEL_NAME=glm-4.6
|
||||
AGENT_FUNDAMENTALS_ANALYST_MODEL_NAME=qwen3-max-preview
|
||||
AGENT_VALUATION_ANALYST_MODEL_NAME=Moonshot-Kimi-K2-Instruct
|
||||
AGENT_RISK_MANAGER_MODEL_NAME=qwen3-max-preview
|
||||
AGENT_PORTFOLIO_MANAGER_MODEL_NAME=qwen3-max-preview
|
||||
```
|
||||
|
||||
### 项目结构
|
||||
### run 级 BOOTSTRAP 配置
|
||||
|
||||
每个 run 都可以通过 `runs/<run_id>/BOOTSTRAP.md` 覆盖默认值。该文件由 [backend/config/bootstrap_config.py](./backend/config/bootstrap_config.py) 解析，front matter 可配置：
|
||||
|
||||
```yaml
|
||||
tickers:
|
||||
- AAPL
|
||||
- MSFT
|
||||
initial_cash: 100000
|
||||
margin_requirement: 0.5
|
||||
max_comm_cycles: 2
|
||||
schedule_mode: daily
|
||||
trigger_time: "09:30"
|
||||
enable_memory: false
|
||||
```
|
||||
EvoTraders/
|
||||
|
||||
初始化一个 run 工作区：
|
||||
|
||||
```bash
|
||||
evotraders init-workspace --config-name my_run
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 项目结构
|
||||
|
||||
```text
|
||||
evotraders/
|
||||
├── backend/
|
||||
│ ├── agents/ # 智能体实现
|
||||
│ ├── communication/ # 通信系统
|
||||
│ ├── memory/ # 记忆系统 (ReMe)
|
||||
│ ├── tools/ # 分析工具集
|
||||
│ ├── servers/ # WebSocket 服务
|
||||
│ └── cli.py # CLI 入口
|
||||
├── frontend/ # React 可视化界面
|
||||
└── logs_and_memory/ # 日志和记忆数据
|
||||
│ ├── agents/ # agent 角色、prompts、skills、workspaces
|
||||
│ ├── api/ # FastAPI 路由层
|
||||
│ ├── apps/ # 拆分服务 app surface
|
||||
│ ├── core/ # pipeline、scheduler、state sync
|
||||
│ ├── runtime/ # runtime manager 和 agent runtime state
|
||||
│ ├── services/ # gateway、market/storage/db 服务
|
||||
│ └── cli.py # Typer CLI 入口
|
||||
├── frontend/ # React + Vite 前端
|
||||
├── shared/ # 拆分服务共用 client 和 schema
|
||||
├── runs/ # run 级状态和 dashboard 导出
|
||||
├── data/ # 长期研究数据
|
||||
└── services/README.md
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 测试
|
||||
|
||||
后端测试位于 `backend/tests`，覆盖 service app、shared client、domain、路由、enrichment、gateway 支撑模块和 runtime 支撑模块。
|
||||
|
||||
常用命令：
|
||||
|
||||
```bash
|
||||
pytest
|
||||
pytest backend/tests/test_runtime_service_app.py
|
||||
pytest backend/tests/test_trading_service_app.py
|
||||
```
|
||||
|
||||
前端测试：
|
||||
|
||||
```bash
|
||||
cd frontend
|
||||
npm test
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 许可与免责
|
||||
|
||||
EvoTraders 是一个研究和教育项目，采用 Apache 2.0 许可协议开源。
|
||||
EvoTraders 是研究和教育用途项目。再次分发或商用前，请先核对仓库中的实际 license 文件。
|
||||
|
||||
**风险提示**：在实际资金交易前，请务必进行充分的测试和风险评估。历史表现不代表未来收益，投资有风险，决策需谨慎。
|
||||
**风险提示**：本项目不构成投资建议。任何实盘部署前都应进行充分测试和风险评估，历史表现不代表未来收益。
|
||||
|
||||
@@ -11,11 +11,13 @@ Provides REST API endpoints for:
|
||||
from .agents import router as agents_router
|
||||
from .workspaces import router as workspaces_router
|
||||
from .guard import router as guard_router
|
||||
from .openclaw import router as openclaw_router
|
||||
from .runtime import router as runtime_router
|
||||
|
||||
__all__ = [
|
||||
"agents_router",
|
||||
"workspaces_router",
|
||||
"guard_router",
|
||||
"openclaw_router",
|
||||
"runtime_router",
|
||||
]
|
||||
|
||||
@@ -389,11 +389,21 @@ def _find_available_port(start_port: int = 8765, max_port: int = 9000) -> int:
|
||||
|
||||
|
||||
def _is_gateway_running() -> bool:
|
||||
"""Check if Gateway process is running."""
|
||||
"""Check if Gateway process is running.
|
||||
|
||||
Checks both the internally-managed gateway process and falls back to
|
||||
port availability (for externally-managed gateway processes).
|
||||
"""
|
||||
process = _runtime_state.gateway_process
|
||||
if process is None:
|
||||
if process is not None and process.poll() is None:
|
||||
return True
|
||||
# Fallback: check if the gateway port is in use (for externally started gateway)
|
||||
import socket
|
||||
try:
|
||||
with socket.create_connection(("127.0.0.1", _runtime_state.gateway_port), timeout=1):
|
||||
return True
|
||||
except OSError:
|
||||
return False
|
||||
return process.poll() is None
|
||||
|
||||
|
||||
def _stop_gateway() -> bool:
|
||||
|
||||
@@ -5,6 +5,8 @@ from .agent_service import app as agent_app
|
||||
from .agent_service import create_app as create_agent_app
|
||||
from .news_service import app as news_app
|
||||
from .news_service import create_app as create_news_app
|
||||
from .openclaw_service import app as openclaw_app
|
||||
from .openclaw_service import create_app as create_openclaw_app
|
||||
from .runtime_service import app as runtime_app
|
||||
from .runtime_service import create_app as create_runtime_app
|
||||
from .trading_service import app as trading_app
|
||||
@@ -21,6 +23,8 @@ __all__ = [
|
||||
"create_agent_app",
|
||||
"news_app",
|
||||
"create_news_app",
|
||||
"openclaw_app",
|
||||
"create_openclaw_app",
|
||||
"runtime_app",
|
||||
"create_runtime_app",
|
||||
"trading_app",
|
||||
|
||||
@@ -388,4 +388,15 @@ def stop_gateway(gateway: Any) -> None:
|
||||
gateway._market_status_task.cancel()
|
||||
if gateway._watchlist_ingest_task:
|
||||
gateway._watchlist_ingest_task.cancel()
|
||||
# Close OpenClaw WebSocket connection
|
||||
if gateway._openclaw_ws:
|
||||
import asyncio
|
||||
try:
|
||||
loop = asyncio.get_event_loop()
|
||||
if loop.is_running():
|
||||
loop.create_task(gateway._openclaw_ws.disconnect())
|
||||
else:
|
||||
loop.run_until_complete(gateway._openclaw_ws.disconnect())
|
||||
except Exception:
|
||||
pass
|
||||
gateway._dashboard.stop()
|
||||
|
||||
@@ -4,6 +4,7 @@
|
||||
import pytest
|
||||
|
||||
from shared.client.control_client import ControlPlaneClient
|
||||
from shared.client.openclaw_client import OpenClawServiceClient
|
||||
from shared.client.runtime_client import RuntimeServiceClient
|
||||
|
||||
|
||||
@@ -105,3 +106,25 @@ async def test_runtime_service_client_hits_current_runtime_routes():
|
||||
("get", "/config", None),
|
||||
("put", "/config", {"schedule_mode": "intraday"}),
|
||||
]
|
||||
|
||||
|
||||
@pytest.mark.asyncio
|
||||
async def test_openclaw_service_client_hits_current_openclaw_routes():
|
||||
client = OpenClawServiceClient()
|
||||
client._client = _DummyAsyncClient()
|
||||
|
||||
await client.fetch_status()
|
||||
await client.list_sessions()
|
||||
await client.get_session("main/session-1")
|
||||
await client.get_session_history("main/session-1", limit=5)
|
||||
await client.list_cron_jobs()
|
||||
await client.list_approvals()
|
||||
|
||||
assert client._client.calls == [
|
||||
("get", "/status", None),
|
||||
("get", "/sessions", None),
|
||||
("get", "/sessions/main/session-1", None),
|
||||
("get", "/sessions/main/session-1/history", {"limit": 5}),
|
||||
("get", "/cron", None),
|
||||
("get", "/approvals", None),
|
||||
]
|
||||
|
||||
121
deploy/README.md
Normal file
121
deploy/README.md
Normal file
@@ -0,0 +1,121 @@
|
||||
# Deployment Notes
|
||||
|
||||
This directory contains the current production-oriented deployment artifacts for
|
||||
the EvoTraders frontend site and the live gateway process.
|
||||
|
||||
## Contents
|
||||
|
||||
- [deploy/systemd/evotraders.service](./systemd/evotraders.service)
|
||||
- systemd unit for the long-running EvoTraders gateway process
|
||||
- [scripts/run_prod.sh](../scripts/run_prod.sh)
|
||||
- production launch script used by the systemd unit
|
||||
- [deploy/nginx/evotraders.cillinn.com.conf](./nginx/evotraders.cillinn.com.conf)
|
||||
- HTTPS nginx config with WebSocket proxying
|
||||
- [deploy/nginx/evotraders.cillinn.com.http.conf](./nginx/evotraders.cillinn.com.http.conf)
|
||||
- plain HTTP/static-site variant
|
||||
|
||||
## Current Production Shape
|
||||
|
||||
The checked-in production path is intentionally minimal:
|
||||
|
||||
- nginx serves the built frontend from `/var/www/evotraders/current`
|
||||
- nginx proxies `/ws` to `127.0.0.1:8765`
|
||||
- systemd runs `scripts/run_prod.sh`
|
||||
- `scripts/run_prod.sh` starts `python3 -m backend.main` in live mode on `127.0.0.1:8765`
|
||||
|
||||
This means the checked-in production example is centered on the gateway and
|
||||
frontend, not on exposing the split FastAPI services directly.
|
||||
|
||||
## Important Paths And Ports
|
||||
|
||||
- frontend root: `/var/www/evotraders/current`
|
||||
- gateway bind: `127.0.0.1:8765`
|
||||
- public WebSocket path: `/ws`
|
||||
- working directory expected by systemd: `/root/code/evotraders`
|
||||
|
||||
## systemd
|
||||
|
||||
The current systemd unit:
|
||||
|
||||
- uses `WorkingDirectory=/root/code/evotraders`
|
||||
- executes [scripts/run_prod.sh](../scripts/run_prod.sh)
|
||||
- restarts automatically on failure
|
||||
|
||||
Enable and start:
|
||||
|
||||
```bash
|
||||
sudo cp deploy/systemd/evotraders.service /etc/systemd/system/evotraders.service
|
||||
sudo systemctl daemon-reload
|
||||
sudo systemctl enable evotraders
|
||||
sudo systemctl start evotraders
|
||||
```
|
||||
|
||||
Check status and logs:
|
||||
|
||||
```bash
|
||||
sudo systemctl status evotraders
|
||||
journalctl -u evotraders -f
|
||||
```
|
||||
|
||||
## nginx
|
||||
|
||||
The HTTPS nginx config does two things:
|
||||
|
||||
- redirects `http://evotraders.cillinn.com` to HTTPS
|
||||
- proxies `/ws` to the local gateway process with WebSocket upgrade headers
|
||||
|
||||
Typical install flow:
|
||||
|
||||
```bash
|
||||
sudo cp deploy/nginx/evotraders.cillinn.com.conf /etc/nginx/sites-available/evotraders.cillinn.com.conf
|
||||
sudo ln -s /etc/nginx/sites-available/evotraders.cillinn.com.conf /etc/nginx/sites-enabled/
|
||||
sudo nginx -t
|
||||
sudo systemctl reload nginx
|
||||
```
|
||||
|
||||
The checked-in TLS config expects Let's Encrypt assets at:
|
||||
|
||||
- `/etc/letsencrypt/live/evotraders.cillinn.com/fullchain.pem`
|
||||
- `/etc/letsencrypt/live/evotraders.cillinn.com/privkey.pem`
|
||||
|
||||
## Environment Expectations
|
||||
|
||||
Before using the production scripts, ensure the runtime environment has:
|
||||
|
||||
- a usable Python environment
|
||||
- repo dependencies installed
|
||||
- required market/model API keys
|
||||
- any desired `TICKERS` override
|
||||
|
||||
The production script currently sets:
|
||||
|
||||
```bash
|
||||
PYTHONPATH=/root/code/evotraders/.pydeps:.
|
||||
TICKERS=${TICKERS:-AAPL,MSFT,GOOGL,AMZN,NVDA,META,TSLA,AMD,NFLX,AVGO,PLTR,COIN}
|
||||
```
|
||||
|
||||
It then launches:
|
||||
|
||||
```bash
|
||||
python3 -m backend.main \
|
||||
--mode live \
|
||||
--config-name production \
|
||||
--host 127.0.0.1 \
|
||||
--port 8765 \
|
||||
--trigger-time now \
|
||||
--poll-interval 15
|
||||
```
|
||||
|
||||
## What This Deployment Does Not Yet Cover
|
||||
|
||||
The checked-in deployment artifacts do not currently document or automate:
|
||||
|
||||
- split FastAPI service deployment on `8000` to `8004`
|
||||
- OpenClaw gateway deployment on `18789`
|
||||
- database backup/retention workflows
|
||||
- frontend build/publish steps
|
||||
- secret management
|
||||
|
||||
If you move production fully to split-service mode, update this directory so it
|
||||
documents the new service topology explicitly instead of relying on the gateway-
|
||||
only path.
|
||||
@@ -1,28 +1,116 @@
|
||||
# Compatibility Removal Plan
|
||||
# Compatibility And Migration Status
|
||||
|
||||
This document tracks the remaining migration-only surfaces that still exist
|
||||
after the move to split-first development.
|
||||
This document tracks the remaining migration-related boundaries after the
|
||||
repository switched to split-first development.
|
||||
|
||||
## Migration-only Surfaces
|
||||
## Current Status
|
||||
|
||||
None currently remain as dedicated compatibility wrappers.
|
||||
The repo no longer depends on a combined FastAPI compatibility wrapper for
|
||||
normal local development. The default path is now:
|
||||
|
||||
## Completed Removals
|
||||
`agent_service + trading_service + news_service + runtime_service + gateway`
|
||||
|
||||
That means compatibility is no longer a separate startup mode. What remains is
|
||||
mostly protocol-level and routing-level compatibility while the codebase
|
||||
continues to move responsibilities into clearer service surfaces.
|
||||
|
||||
## What Was Removed
|
||||
|
||||
### `backend.app`
|
||||
|
||||
- Removed after compatibility startup switched to
|
||||
`backend.apps.combined_service:app` directly.
|
||||
- Removed after startup paths switched away from the legacy app wrapper.
|
||||
|
||||
### `backend.apps.combined_service`
|
||||
|
||||
- Removed after split-service startup became the only supported local dev mode.
|
||||
|
||||
### `shared.client.AgentServiceClient`
|
||||
|
||||
- Removed after split-aware clients became the default import surface.
|
||||
- Replacement:
|
||||
- Replaced by:
|
||||
- `ControlPlaneClient`
|
||||
- `RuntimeServiceClient`
|
||||
- `TradingServiceClient`
|
||||
- `NewsServiceClient`
|
||||
|
||||
### `backend.apps.combined_service`
|
||||
## What Still Exists For Compatibility
|
||||
|
||||
- Removed after split-service mode became the only supported dev startup path.
|
||||
These are not legacy wrappers in the old sense, but they still preserve
|
||||
backward-compatible behavior while migration settles.
|
||||
|
||||
### Gateway-mediated flows
|
||||
|
||||
- The WebSocket gateway still carries a mix of:
|
||||
- live runtime feed transport
|
||||
- orchestration
|
||||
- selected read flows that have not been moved to direct browser service calls
|
||||
- This is intentional for now because the frontend still depends on the gateway
|
||||
for event streaming and some compatibility reads.
|
||||
|
||||
### In-process fallbacks
|
||||
|
||||
- Some read paths still support local-module fallback when split-service URLs
|
||||
are not configured.
|
||||
- Relevant variables include:
|
||||
- `TRADING_SERVICE_URL`
|
||||
- `NEWS_SERVICE_URL`
|
||||
- This keeps the app resilient during migration, but it also means behavior can
|
||||
differ depending on env configuration.
|
||||
|
||||
### Dual OpenClaw integration surfaces
|
||||
|
||||
- OpenClaw currently appears through two different shapes:
|
||||
- WebSocket gateway integration on `:18789`
|
||||
- optional REST surface at `backend.apps.openclaw_service` on `:8004`
|
||||
- These are both valid, but they are not the same surface and should not be
|
||||
documented as interchangeable.
|
||||
|
||||
## Remaining Migration Risks
|
||||
|
||||
### Split service deployment is not yet the checked-in production default
|
||||
|
||||
- The repo documents split-service local development clearly.
|
||||
- The checked-in production example still centers on `backend.main` and nginx
|
||||
WebSocket proxying.
|
||||
- This is a topology mismatch to keep in mind when changing deploy docs or prod
|
||||
automation.
|
||||
|
||||
### Environment-dependent routing
|
||||
|
||||
- The frontend and gateway can switch behavior based on configured service URLs.
|
||||
- This is helpful operationally, but it makes debugging more configuration-
|
||||
sensitive than a fully fixed service topology.
|
||||
|
||||
### Runtime/control-plane separation is logical, not fully operationally isolated
|
||||
|
||||
- `runtime_service` owns lifecycle APIs.
|
||||
- `agent_service` owns control-plane APIs.
|
||||
- The gateway still hosts the live runtime orchestration path, so the split is
|
||||
clean at the API level but not yet a completely independent service mesh.
|
||||
|
||||
## Exit Criteria For Declaring Migration Complete
|
||||
|
||||
Migration can be considered effectively complete when all of the following are
|
||||
true:
|
||||
|
||||
1. Production deployment docs and scripts explicitly run the same split-service
|
||||
topology used in development, or intentionally document a different stable
|
||||
production topology.
|
||||
2. Critical read paths no longer require ambiguous fallback behavior to local
|
||||
module implementations.
|
||||
3. OpenClaw integration is documented as a stable contract with clear guidance
|
||||
on when to use the WebSocket gateway versus the REST surface.
|
||||
4. The frontend-service routing model is stable enough that direct-service and
|
||||
gateway-mediated paths are deliberate design choices rather than migration
|
||||
leftovers.
|
||||
|
||||
## Practical Read Of The Current State
|
||||
|
||||
The migration away from combined-service startup is done.
|
||||
|
||||
What remains is not “legacy startup debt”, but:
|
||||
|
||||
- topology clarification
|
||||
- deployment consistency
|
||||
- reduction of env-dependent fallback behavior
|
||||
- sharper documentation around gateway and OpenClaw boundaries
|
||||
|
||||
@@ -20,6 +20,9 @@ MARKET_DB_PATH= #optional path for long-lived market_research.db | 长期市场
|
||||
OPENAI_API_KEY=
|
||||
OPENAI_BASE_URL=
|
||||
MODEL_NAME=qwen3-max-preview
|
||||
OPENCLAW_CMD=
|
||||
OPENCLAW_CWD=
|
||||
OPENCLAW_TIMEOUT_SECONDS=15
|
||||
EXPLAIN_ENRICH_USE_LLM=false
|
||||
EXPLAIN_ENRICH_MODEL_PROVIDER=
|
||||
EXPLAIN_ENRICH_MODEL_NAME=
|
||||
|
||||
@@ -1,31 +1,56 @@
|
||||
## QuickStart
|
||||
## Frontend Quick Start
|
||||
|
||||
```bash
|
||||
cd frontend
|
||||
npm install
|
||||
npm run dev
|
||||
```
|
||||
|
||||
## Optional Direct Service Calls
|
||||
Default dev URL: `http://localhost:5173`
|
||||
|
||||
The frontend still works with the compatibility backend entrypoint by default.
|
||||
In the current test-stage setup, split services are the recommended default.
|
||||
Point the frontend directly at those standalone services:
|
||||
The frontend expects the EvoTraders gateway WebSocket on `ws://localhost:8765` unless overridden.
|
||||
|
||||
## Recommended Local Backend Stack
|
||||
|
||||
Start the split backend services from the project root:
|
||||
|
||||
```bash
|
||||
./start-dev.sh
|
||||
```
|
||||
|
||||
That gives you:
|
||||
|
||||
- control plane at `http://localhost:8000/api`
|
||||
- trading service at `http://localhost:8001`
|
||||
- news service at `http://localhost:8002`
|
||||
- runtime service at `http://localhost:8003/api/runtime`
|
||||
- gateway WebSocket at `ws://localhost:8765`
|
||||
|
||||
## Frontend Environment Variables
|
||||
|
||||
You can point the frontend directly at those services with:
|
||||
|
||||
```bash
|
||||
VITE_CONTROL_API_BASE_URL=http://localhost:8000/api
|
||||
VITE_RUNTIME_API_BASE_URL=http://localhost:8003/api/runtime
|
||||
VITE_NEWS_SERVICE_URL=http://localhost:8002
|
||||
VITE_TRADING_SERVICE_URL=http://localhost:8001
|
||||
VITE_WS_URL=ws://localhost:8765
|
||||
```
|
||||
|
||||
Current direct-call coverage:
|
||||
There is also a starter template at [frontend/env.template](./env.template).
|
||||
|
||||
- runtime panel + gateway port discovery
|
||||
## Direct-Service Coverage
|
||||
|
||||
Current direct-call coverage includes:
|
||||
|
||||
- runtime panel data loading
|
||||
- gateway port/runtime discovery
|
||||
- `story`
|
||||
- `similar days`
|
||||
- `range explain`
|
||||
- `news for date`
|
||||
- `news categories`
|
||||
- selected trading reads such as price history and insider trades
|
||||
|
||||
If these variables are not set, the frontend falls back to the existing
|
||||
WebSocket-driven compatibility flow.
|
||||
If these variables are not set, the frontend falls back to local defaults and compatibility paths where they still exist.
|
||||
|
||||
@@ -13,6 +13,7 @@ import { useAgentStore } from './store/agentStore';
|
||||
import { useMarketStore } from './store/marketStore';
|
||||
import { usePortfolioStore } from './store/portfolioStore';
|
||||
import { useRuntimeStore } from './store/runtimeStore';
|
||||
import { useOpenClawStore } from './store/openclawStore';
|
||||
import { useUIStore } from './store/uiStore';
|
||||
|
||||
const EDITABLE_AGENT_WORKSPACE_FILES = [
|
||||
@@ -141,6 +142,11 @@ export default function LiveTradingApp() {
|
||||
addSystemMessage,
|
||||
});
|
||||
|
||||
// Make clientRef available to OpenClaw panel via store
|
||||
useEffect(() => {
|
||||
useOpenClawStore.getState().setClientRef(clientRef);
|
||||
}, [clientRef]);
|
||||
|
||||
const runtimeControls = useRuntimeControls({
|
||||
clientRef,
|
||||
currentTickers: tickers,
|
||||
|
||||
@@ -14,6 +14,7 @@ const AgentFeed = lazy(() => import('./AgentFeed'));
|
||||
const StatisticsView = lazy(() => import('./StatisticsView'));
|
||||
const StockExplainView = lazy(() => import('./StockExplainView.jsx'));
|
||||
const TraderView = lazy(() => import('./TraderView.jsx'));
|
||||
const OpenClawView = lazy(() => import('./OpenClawView.jsx'));
|
||||
|
||||
function ViewLoadingFallback({ label = '加载中...' }) {
|
||||
return (
|
||||
@@ -171,7 +172,8 @@ export default function AppShell({
|
||||
const base = `view-slider-five ${currentView === 'traders' ? 'show-traders' :
|
||||
currentView === 'room' ? 'show-room' :
|
||||
currentView === 'explain' ? 'show-explain' :
|
||||
currentView === 'statistics' ? 'show-statistics' : 'show-chart'}`;
|
||||
currentView === 'chart' ? 'show-chart' :
|
||||
currentView === 'statistics' ? 'show-statistics' : 'show-openclaw'}`;
|
||||
return base;
|
||||
}, [currentView]);
|
||||
|
||||
@@ -382,6 +384,12 @@ export default function AppShell({
|
||||
>
|
||||
统计
|
||||
</button>
|
||||
<button
|
||||
className={`view-nav-btn ${currentView === 'openclaw' ? 'active' : ''}`}
|
||||
onClick={() => setCurrentView('openclaw')}
|
||||
>
|
||||
OpenClaw
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div className={viewClassName}>
|
||||
@@ -485,6 +493,13 @@ export default function AppShell({
|
||||
/>
|
||||
</Suspense>
|
||||
</div>
|
||||
|
||||
{/* OpenClaw View Panel */}
|
||||
<div className="view-panel">
|
||||
<Suspense fallback={<ViewLoadingFallback label="加载 OpenClaw 视图..." />}>
|
||||
<OpenClawView />
|
||||
</Suspense>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@@ -127,7 +127,7 @@ export default function TraderView({
|
||||
padding: '18px',
|
||||
background: 'linear-gradient(180deg, #ffffff 0%, #f4f7fb 100%)',
|
||||
display: 'grid',
|
||||
gridTemplateRows: 'auto minmax(0, 1fr)',
|
||||
gridTemplateRows: 'auto auto 1fr',
|
||||
gap: 18
|
||||
}}>
|
||||
<div style={{ display: 'grid', gap: 4 }}>
|
||||
@@ -138,13 +138,16 @@ export default function TraderView({
|
||||
聚焦查看每个 Agent 的模型、工具组、技能编排和工作区记忆，不展示交易表现数据
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div style={{
|
||||
display: 'grid',
|
||||
gridTemplateColumns: '120px minmax(0, 1fr)',
|
||||
gap: 16,
|
||||
alignItems: 'stretch',
|
||||
minHeight: 0
|
||||
minHeight: 0,
|
||||
overflow: 'hidden'
|
||||
}}>
|
||||
{/* Left: agent avatar list */}
|
||||
<div style={{
|
||||
border: '1px solid #D9E0E7',
|
||||
borderRadius: 14,
|
||||
@@ -202,6 +205,7 @@ export default function TraderView({
|
||||
})}
|
||||
</div>
|
||||
|
||||
{/* Right: agent detail content */}
|
||||
<div style={{
|
||||
border: '1px solid #D9E0E7',
|
||||
borderRadius: 14,
|
||||
@@ -265,7 +269,8 @@ export default function TraderView({
|
||||
display: 'grid',
|
||||
gridTemplateColumns: 'minmax(300px, 420px) minmax(0, 1fr)',
|
||||
gap: 16,
|
||||
alignItems: 'start'
|
||||
alignItems: 'start',
|
||||
minHeight: 0
|
||||
}}>
|
||||
<div style={{ display: 'grid', gap: 10 }}>
|
||||
<div style={{
|
||||
|
||||
@@ -9,7 +9,7 @@ const resolveValue = (updater, currentValue) => (
|
||||
*/
|
||||
export const useUIStore = create((set) => ({
|
||||
// Current view
|
||||
currentView: 'traders', // 'traders' | 'room' | 'explain' | 'chart' | 'statistics' | 'runtime'
|
||||
currentView: 'traders', // 'traders' | 'room' | 'explain' | 'chart' | 'statistics' | 'openclaw' | 'runtime'
|
||||
setCurrentView: (currentView) => set((state) => ({ currentView: resolveValue(currentView, state.currentView) })),
|
||||
|
||||
// Chart tab
|
||||
|
||||
@@ -1098,6 +1098,10 @@ export default function GlobalStyles() {
|
||||
transform: translateX(-80%);
|
||||
}
|
||||
|
||||
.view-slider-five.show-openclaw {
|
||||
transform: translateX(-100%);
|
||||
}
|
||||
|
||||
.view-panel {
|
||||
flex: 0 0 33.333%;
|
||||
width: 33.333%;
|
||||
|
||||
BIN
frontend/trader-full.png
Normal file
BIN
frontend/trader-full.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 179 KiB |
BIN
frontend/trader-view.png
Normal file
BIN
frontend/trader-view.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 144 KiB |
Submodule reference/CoPaw deleted from 934cfce0a7
Submodule reference/Hyper-Alpha-Arena deleted from f137cff476
Submodule reference/PokieTicker deleted from 4fed7755e5
Submodule reference/openclaw updated: 7b151afeeb...f92c92515b
1
reference/openclaw-control-center
Submodule
1
reference/openclaw-control-center
Submodule
Submodule reference/openclaw-control-center added at 473f42bb41
@@ -1,73 +1,160 @@
|
||||
# EvoTraders Services Architecture
|
||||
# EvoTraders Service Surfaces
|
||||
|
||||
This repo is currently in a **migration state** between a modular monolith and
|
||||
fully split services. Service boundaries now exist as dedicated FastAPI app
|
||||
surfaces, and local development now runs those split services directly.
|
||||
This repository is in a split-first state: local development now assumes
|
||||
separate app surfaces and a dedicated WebSocket gateway instead of a single
|
||||
combined backend entrypoint.
|
||||
|
||||
## Current App Surfaces
|
||||
## Service Map
|
||||
|
||||
| App surface | Default port | Responsibility |
|
||||
| Surface | Default port | Role |
|
||||
| --- | --- | --- |
|
||||
| `backend.apps.agent_service` | 8000 | Control-plane only: workspaces, agents, guard. |
|
||||
| `backend.apps.runtime_service` | 8003 | Runtime lifecycle only: `/api/runtime/*`. |
|
||||
| `backend.apps.trading_service` | 8001 | Read-only trading data: prices, financials, insider trades, market status, market cap. |
|
||||
| `backend.apps.news_service` | 8002 | Read-only explain/news data: enriched news, categories, story, similar days, range explain. |
|
||||
| `backend.apps.agent_service` | `8000` | Control plane for workspaces, agents, skills, guard/approvals |
|
||||
| `backend.apps.trading_service` | `8001` | Read-only trading data APIs such as prices, financials, insider trades |
|
||||
| `backend.apps.news_service` | `8002` | Read-only explain/news APIs such as story, similar days, range explain |
|
||||
| `backend.apps.runtime_service` | `8003` | Runtime lifecycle APIs under `/api/runtime/*` |
|
||||
| `backend.apps.openclaw_service` | `8004` | Read-only OpenClaw REST facade |
|
||||
| Gateway (`backend.main`) | `8765` | WebSocket feed, runtime event stream, legacy/compat orchestration path |
|
||||
| OpenClaw Gateway | `18789` | External OpenClaw WebSocket endpoint consumed by EvoTraders gateway |
|
||||
|
||||
## Local Development Modes
|
||||
## What Runs By Default In Dev
|
||||
|
||||
### 1. Split-service mode
|
||||
|
||||
This is now the default development mode.
|
||||
The supported local dev path is:
|
||||
|
||||
```bash
|
||||
./start-dev.sh
|
||||
|
||||
# explicit
|
||||
./start-dev.sh split
|
||||
```
|
||||
|
||||
Run dedicated service surfaces explicitly:
|
||||
That script starts:
|
||||
|
||||
- `agent_service` on `8000`
|
||||
- `trading_service` on `8001`
|
||||
- `news_service` on `8002`
|
||||
- `runtime_service` on `8003`
|
||||
- EvoTraders gateway on `8765`
|
||||
|
||||
It does **not** start `openclaw_service` on `8004`.
|
||||
|
||||
Instead, the gateway expects an OpenClaw WebSocket server to already be
|
||||
available at `ws://localhost:18789` unless you override the OpenClaw gateway
|
||||
configuration outside the script.
|
||||
|
||||
## Manual Startup
|
||||
|
||||
Run split service surfaces explicitly:
|
||||
|
||||
```bash
|
||||
python -m uvicorn backend.apps.agent_service:app --port 8000 --reload
|
||||
python -m uvicorn backend.apps.runtime_service:app --port 8003 --reload
|
||||
python -m uvicorn backend.apps.trading_service:app --port 8001 --reload
|
||||
python -m uvicorn backend.apps.news_service:app --port 8002 --reload
|
||||
python -m uvicorn backend.apps.agent_service:app --host 0.0.0.0 --port 8000 --reload
|
||||
python -m uvicorn backend.apps.trading_service:app --host 0.0.0.0 --port 8001 --reload
|
||||
python -m uvicorn backend.apps.news_service:app --host 0.0.0.0 --port 8002 --reload
|
||||
python -m uvicorn backend.apps.runtime_service:app --host 0.0.0.0 --port 8003 --reload
|
||||
python -m backend.main --mode live --host 0.0.0.0 --port 8765
|
||||
```
|
||||
|
||||
## Migration Variables
|
||||
Optional OpenClaw REST surface:
|
||||
|
||||
These env vars control whether the app still uses local-module fallbacks or
|
||||
prefers service boundaries:
|
||||
```bash
|
||||
python -m uvicorn backend.apps.openclaw_service:app --host 0.0.0.0 --port 8004 --reload
|
||||
```
|
||||
|
||||
| Variable | Used by | Purpose |
|
||||
## Runtime Responsibilities
|
||||
|
||||
The runtime path is intentionally split:
|
||||
|
||||
- `runtime_service` handles start, stop, restart, current runtime info, logs, and runtime state APIs
|
||||
- `agent_service` handles control-plane reads and writes for agents, workspaces, files, and approvals
|
||||
- `backend.main` / gateway hosts the live WebSocket channel and coordinates market service, scheduler, and pipeline execution
|
||||
|
||||
The practical request path looks like:
|
||||
|
||||
`frontend -> runtime_service/control APIs -> gateway/runtime manager -> market service + pipeline + storage`
|
||||
|
||||
## Environment Variables
|
||||
|
||||
### Backend routing preferences
|
||||
|
||||
These variables let the gateway or tools prefer split services over in-process fallbacks:
|
||||
|
||||
| Variable | Used by | Meaning |
|
||||
| --- | --- | --- |
|
||||
| `NEWS_SERVICE_URL` | backend Gateway | Prefer `news-service` for explain/news read paths |
|
||||
| `TRADING_SERVICE_URL` | backend Gateway | Prefer `trading-service` for trading read paths |
|
||||
| `RUNTIME_SERVICE_URL` | reserved | Future runtime/control-plane split follow-up |
|
||||
| `VITE_NEWS_SERVICE_URL` | frontend | Direct browser calls to `news-service` for selected explain paths |
|
||||
| `VITE_TRADING_SERVICE_URL` | frontend | Reserved for future direct trading reads |
|
||||
| `TRADING_SERVICE_URL` | gateway, data tools | Prefer `trading_service` for trading reads |
|
||||
| `NEWS_SERVICE_URL` | gateway, data tools | Prefer `news_service` for explain/news reads |
|
||||
| `RUNTIME_SERVICE_URL` | dev scripts / future follow-up | Reserved for runtime-service-aware flows |
|
||||
| `OPENCLAW_SERVICE_URL` | dev scripts / future follow-up | Points at the OpenClaw gateway origin in current dev setup |
|
||||
|
||||
If these are empty, the repo keeps using local module fallbacks where they still exist.
|
||||
Current `start-dev.sh` defaults:
|
||||
|
||||
## Current Internal Direction
|
||||
```bash
|
||||
TRADING_SERVICE_URL=http://localhost:8001
|
||||
NEWS_SERVICE_URL=http://localhost:8002
|
||||
RUNTIME_SERVICE_URL=http://localhost:8003
|
||||
OPENCLAW_SERVICE_URL=http://localhost:18789
|
||||
```
|
||||
|
||||
The repository is now organized around split service surfaces:
|
||||
Note that `OPENCLAW_SERVICE_URL` currently points at the OpenClaw gateway origin used by the live WebSocket bridge, not the optional REST app on `:8004`.
|
||||
|
||||
### Frontend service targets
|
||||
|
||||
The frontend can directly call split services with:
|
||||
|
||||
```bash
|
||||
VITE_CONTROL_API_BASE_URL=http://localhost:8000/api
|
||||
VITE_RUNTIME_API_BASE_URL=http://localhost:8003/api/runtime
|
||||
VITE_NEWS_SERVICE_URL=http://localhost:8002
|
||||
VITE_TRADING_SERVICE_URL=http://localhost:8001
|
||||
VITE_WS_URL=ws://localhost:8765
|
||||
```
|
||||
|
||||
## Current Frontend Direct-Call Coverage
|
||||
|
||||
Direct browser calls currently cover:
|
||||
|
||||
- runtime panel loading and runtime discovery
|
||||
- story
|
||||
- similar days
|
||||
- range explain
|
||||
- news for date
|
||||
- news categories
|
||||
- selected trading reads such as stock history and insider trades
|
||||
|
||||
Other flows still depend on the gateway WebSocket and control plane APIs.
|
||||
|
||||
## OpenClaw Integration Notes
|
||||
|
||||
There are two separate OpenClaw integration surfaces in this repo:
|
||||
|
||||
- OpenClaw WebSocket gateway on `:18789`
|
||||
- used directly by `backend/services/gateway.py`
|
||||
- this is what `start-dev.sh` assumes exists
|
||||
- `backend.apps.openclaw_service` on `:8004`
|
||||
- optional REST facade over OpenClaw CLI-backed reads
|
||||
- useful for typed client access and service-level testing
|
||||
|
||||
Do not treat those as interchangeable in docs or deployment config.
|
||||
|
||||
## Internal Module Direction
|
||||
|
||||
The codebase is now organized around these boundaries:
|
||||
|
||||
```text
|
||||
frontend
|
||||
├─ runtime/control/news/trading split endpoints
|
||||
└─ selective per-request fallbacks where still retained
|
||||
├─ runtime/control/news/trading API clients
|
||||
└─ WebSocket runtime feed
|
||||
|
||||
backend.apps.agent_service
|
||||
└─ control-plane routes
|
||||
|
||||
backend.apps.runtime_service
|
||||
└─ runtime lifecycle + gateway discovery
|
||||
└─ runtime lifecycle routes
|
||||
|
||||
backend.apps.trading_service
|
||||
└─ read-only trading contract
|
||||
|
||||
backend.apps.news_service
|
||||
└─ read-only explain/news contract
|
||||
|
||||
backend.apps.openclaw_service
|
||||
└─ optional OpenClaw REST facade
|
||||
|
||||
backend.main / backend.services.gateway
|
||||
└─ live orchestration, feed transport, scheduler, runtime coordination
|
||||
```
|
||||
|
||||
@@ -2,13 +2,15 @@
|
||||
"""Shared client package."""
|
||||
|
||||
from shared.client.control_client import ControlPlaneClient
|
||||
from shared.client.trading_client import TradingServiceClient
|
||||
from shared.client.news_client import NewsServiceClient
|
||||
from shared.client.openclaw_client import OpenClawServiceClient
|
||||
from shared.client.runtime_client import RuntimeServiceClient
|
||||
from shared.client.trading_client import TradingServiceClient
|
||||
|
||||
__all__ = [
|
||||
"ControlPlaneClient",
|
||||
"RuntimeServiceClient",
|
||||
"TradingServiceClient",
|
||||
"NewsServiceClient",
|
||||
"OpenClawServiceClient",
|
||||
]
|
||||
|
||||
134
start-dev.sh
134
start-dev.sh
@@ -1,8 +1,8 @@
|
||||
#!/bin/bash
|
||||
#!/usr/bin/env bash
|
||||
# EvoTraders Development Startup Script
|
||||
# Split-service mode only
|
||||
|
||||
set -e
|
||||
set -euo pipefail
|
||||
|
||||
echo "=========================================="
|
||||
echo "EvoTraders Development Environment"
|
||||
@@ -14,24 +14,84 @@ GREEN='\033[0;32m'
|
||||
YELLOW='\033[1;33m'
|
||||
NC='\033[0m' # No Color
|
||||
|
||||
# Check virtual environment
|
||||
if [ -z "$VIRTUAL_ENV" ]; then
|
||||
echo -e "${YELLOW}Warning: Virtual environment not activated${NC}"
|
||||
echo "Activating .venv..."
|
||||
source .venv/bin/activate
|
||||
fi
|
||||
SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
|
||||
cd "${SCRIPT_DIR}"
|
||||
|
||||
# Load environment variables
|
||||
if [ -f .env ]; then
|
||||
echo -e "${GREEN}Loading environment from .env${NC}"
|
||||
export $(grep -v '^#' .env | xargs)
|
||||
else
|
||||
echo -e "${YELLOW}Warning: .env file not found${NC}"
|
||||
fi
|
||||
|
||||
cd /Users/cillin/workspeace/evotraders
|
||||
PIDS=()
|
||||
|
||||
require_command() {
|
||||
local command_name="$1"
|
||||
if ! command -v "${command_name}" >/dev/null 2>&1; then
|
||||
echo -e "${RED}Missing required command: ${command_name}${NC}"
|
||||
exit 1
|
||||
fi
|
||||
}
|
||||
|
||||
check_python_module() {
|
||||
local module_name="$1"
|
||||
if ! python -c "import ${module_name}" >/dev/null 2>&1; then
|
||||
echo -e "${RED}Missing required Python module: ${module_name}${NC}"
|
||||
echo "Install dependencies with one of:"
|
||||
echo " pip install -r requirements.txt"
|
||||
echo " pip install -r requirements-dev.txt"
|
||||
echo " uv pip install -e '.[dev]'"
|
||||
exit 1
|
||||
fi
|
||||
}
|
||||
|
||||
load_env_file() {
|
||||
if [ -f .env ]; then
|
||||
echo -e "${GREEN}Loading environment from .env${NC}"
|
||||
set -a
|
||||
source .env
|
||||
set +a
|
||||
else
|
||||
echo -e "${YELLOW}Warning: .env file not found. Copy env.template to .env first if you need live credentials.${NC}"
|
||||
fi
|
||||
}
|
||||
|
||||
check_env_var() {
|
||||
local var_name="$1"
|
||||
local severity="${2:-warn}"
|
||||
local value="${!var_name:-}"
|
||||
if [ -z "${value}" ]; then
|
||||
if [ "${severity}" = "error" ]; then
|
||||
echo -e "${RED}Missing required environment variable: ${var_name}${NC}"
|
||||
exit 1
|
||||
fi
|
||||
echo -e "${YELLOW}Warning: ${var_name} is not set${NC}"
|
||||
fi
|
||||
}
|
||||
|
||||
check_openclaw_gateway() {
|
||||
local target_host="127.0.0.1"
|
||||
local target_port="18789"
|
||||
if python - <<PY >/dev/null 2>&1
|
||||
import socket
|
||||
sock = socket.socket()
|
||||
sock.settimeout(1.0)
|
||||
sock.connect(("${target_host}", ${target_port}))
|
||||
sock.close()
|
||||
PY
|
||||
then
|
||||
echo -e "${GREEN}OpenClaw gateway reachable at ws://${target_host}:${target_port}${NC}"
|
||||
else
|
||||
echo -e "${YELLOW}Warning: OpenClaw gateway is not reachable at ws://${target_host}:${target_port}${NC}"
|
||||
echo " OpenClaw panel features may be unavailable until it is started."
|
||||
fi
|
||||
}
|
||||
|
||||
print_prereq_help() {
|
||||
echo "Environment checks:"
|
||||
echo " - repo root: ${SCRIPT_DIR}"
|
||||
echo " - python: $(command -v python)"
|
||||
if [ -n "${VIRTUAL_ENV:-}" ]; then
|
||||
echo " - virtualenv: ${VIRTUAL_ENV}"
|
||||
else
|
||||
echo " - virtualenv: not activated"
|
||||
fi
|
||||
}
|
||||
|
||||
start_service() {
|
||||
local name="$1"
|
||||
local app_path="$2"
|
||||
@@ -74,11 +134,51 @@ if [ $# -gt 0 ]; then
|
||||
echo "Split-service mode is now the only supported development mode."
|
||||
fi
|
||||
|
||||
require_command python
|
||||
require_command lsof
|
||||
|
||||
if [ -z "${VIRTUAL_ENV:-}" ]; then
|
||||
if [ -f ".venv/bin/activate" ]; then
|
||||
echo -e "${YELLOW}Virtual environment not activated; auto-activating .venv${NC}"
|
||||
# shellcheck disable=SC1091
|
||||
source .venv/bin/activate
|
||||
else
|
||||
echo -e "${YELLOW}Warning: no active virtual environment and .venv not found${NC}"
|
||||
fi
|
||||
fi
|
||||
|
||||
load_env_file
|
||||
|
||||
print_prereq_help
|
||||
|
||||
python - <<'PY'
|
||||
import sys
|
||||
if sys.version_info < (3, 9):
|
||||
raise SystemExit("Python 3.9+ is required")
|
||||
print(f"Python version OK: {sys.version.split()[0]}")
|
||||
PY
|
||||
|
||||
check_python_module fastapi
|
||||
check_python_module uvicorn
|
||||
check_python_module websockets
|
||||
check_python_module yaml
|
||||
check_python_module dotenv
|
||||
|
||||
check_env_var OPENAI_API_KEY
|
||||
check_env_var FINNHUB_API_KEY
|
||||
check_env_var FIN_DATA_SOURCE
|
||||
|
||||
if ! command -v npm >/dev/null 2>&1; then
|
||||
echo -e "${YELLOW}Warning: npm is not installed. Frontend startup via 'evotraders frontend' will not work.${NC}"
|
||||
fi
|
||||
|
||||
export TRADING_SERVICE_URL="${TRADING_SERVICE_URL:-http://localhost:8001}"
|
||||
export NEWS_SERVICE_URL="${NEWS_SERVICE_URL:-http://localhost:8002}"
|
||||
export RUNTIME_SERVICE_URL="${RUNTIME_SERVICE_URL:-http://localhost:8003}"
|
||||
export OPENCLAW_SERVICE_URL="${OPENCLAW_SERVICE_URL:-http://localhost:18789}"
|
||||
|
||||
check_openclaw_gateway
|
||||
|
||||
echo ""
|
||||
echo -e "${GREEN}Starting EvoTraders split services (default mode)...${NC}"
|
||||
echo " agent_service: http://localhost:8000"
|
||||
|
||||
68
test_openclaw_ws.py
Normal file
68
test_openclaw_ws.py
Normal file
@@ -0,0 +1,68 @@
|
||||
#!/usr/bin/env python3
|
||||
# -*- coding: utf-8 -*-
|
||||
"""Quick test script for OpenClaw WebSocket client."""
|
||||
|
||||
import asyncio
|
||||
import sys
|
||||
sys.path.insert(0, '.')
|
||||
|
||||
from shared.client.openclaw_websocket_client import (
|
||||
OpenClawWebSocketClient,
|
||||
DEFAULT_GATEWAY_URL,
|
||||
)
|
||||
|
||||
|
||||
async def test_connection():
|
||||
"""Test basic connection to OpenClaw Gateway."""
|
||||
print(f"Connecting to {DEFAULT_GATEWAY_URL}...")
|
||||
|
||||
client = OpenClawWebSocketClient(
|
||||
url=DEFAULT_GATEWAY_URL,
|
||||
client_name="cli",
|
||||
client_version="1.0.0",
|
||||
gateway_token="d4b2d831b8a177b5cac07e781f438af3840bd0dfaca630ee",
|
||||
)
|
||||
|
||||
try:
|
||||
hello = await client.connect()
|
||||
print(f"✓ Connected!")
|
||||
print(f" Protocol version: {hello.protocol}")
|
||||
print(f" Server version: {hello.server_version}")
|
||||
print(f" Connection ID: {hello.conn_id}")
|
||||
|
||||
# List sessions
|
||||
print("\nListing sessions...")
|
||||
sessions = await client.list_sessions(limit=5)
|
||||
print(f" Found {len(sessions)} sessions")
|
||||
for session in sessions[:3]:
|
||||
print(f" - {session.get('key', 'unknown')}")
|
||||
|
||||
# List agents
|
||||
print("\nListing agents...")
|
||||
agents = await client.list_agents()
|
||||
print(f" Found {len(agents)} agents")
|
||||
for agent in agents[:3]:
|
||||
print(f" - {agent.get('id', 'unknown')}: {agent.get('name', 'unknown')}")
|
||||
|
||||
# Send a message to agent
|
||||
if sessions:
|
||||
session_key = sessions[0].get('key')
|
||||
if session_key:
|
||||
print(f"\nSending message to session: {session_key}")
|
||||
result = await client.send_message(session_key, "Hello! This is a test message from Python.")
|
||||
print(f" Message sent: {result}")
|
||||
|
||||
await client.disconnect()
|
||||
print("\n✓ All tests passed!")
|
||||
return True
|
||||
|
||||
except Exception as e:
|
||||
print(f"✗ Error: {e}")
|
||||
import traceback
|
||||
traceback.print_exc()
|
||||
return False
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
success = asyncio.run(test_connection())
|
||||
sys.exit(0 if success else 1)
|
||||
Reference in New Issue
Block a user