Prefer SQLite signals in stock explain view

backend/agents/analyst.py

@@ -11,9 +11,7 @@ from agentscope.message import Msg
 
 from ..config.constants import ANALYST_TYPES
 from ..utils.progress import progress
-from .prompt_loader import PromptLoader
-
-_prompt_loader = PromptLoader()
+from .prompt_factory import build_agent_system_prompt, clear_prompt_factory_cache
 
 
 class AnalystAgent(ReActAgent):
@@ -50,14 +48,19 @@ class AnalystAgent(ReActAgent):
                 f"Must be one of: {list(ANALYST_TYPES.keys())}",
             )
 
-        self.analyst_type_key = analyst_type
-        self.analyst_persona = ANALYST_TYPES[analyst_type]["display_name"]
+        object.__setattr__(self, "analyst_type_key", analyst_type)
+        object.__setattr__(
+            self,
+            "analyst_persona",
+            ANALYST_TYPES[analyst_type]["display_name"],
+        )
 
         if agent_id is None:
             agent_id = analyst_type
+        object.__setattr__(self, "agent_id", agent_id)
 
-        self.config = config or {}
-
+        object.__setattr__(self, "config", config or {})
+        object.__setattr__(self, "toolkit", toolkit)
         sys_prompt = self._load_system_prompt()
 
         kwargs = {
@@ -77,27 +80,11 @@ class AnalystAgent(ReActAgent):
 
     def _load_system_prompt(self) -> str:
         """Load system prompt for analyst"""
-        personas_config = _prompt_loader.load_yaml_config(
-            "analyst",
-            "personas",
-        )
-        persona = personas_config.get(self.analyst_type_key, {})
-
-        # Get focus items and format as bullet points
-        focus_items = persona.get("focus", [])
-        focus_text = "\n".join(f"- {item}" for item in focus_items)
-
-        # Get description
-        description = persona.get("description", "").strip()
-
-        return _prompt_loader.load_prompt(
-            "analyst",
-            "system",
-            variables={
-                "analyst_type": self.analyst_persona,
-                "focus": focus_text,
-                "description": description,
-            },
+        return build_agent_system_prompt(
+            agent_id=self.agent_id,
+            config_name=self.config.get("config_name", "default"),
+            toolkit=self.toolkit,
+            analyst_type=self.analyst_type_key,
         )
 
     async def reply(self, x: Msg = None) -> Msg:
@@ -131,3 +118,23 @@ class AnalystAgent(ReActAgent):
             )
 
         return result
+
+    def reload_runtime_assets(self, active_skill_dirs: Optional[list] = None) -> None:
+        """Reload toolkit and system prompt from current run assets."""
+        from .toolkit_factory import create_agent_toolkit
+
+        clear_prompt_factory_cache()
+        self.toolkit = create_agent_toolkit(
+            self.agent_id,
+            self.config.get("config_name", "default"),
+            active_skill_dirs=active_skill_dirs,
+        )
+        self._apply_runtime_sys_prompt(self._load_system_prompt())
+
+    def _apply_runtime_sys_prompt(self, sys_prompt: str) -> None:
+        """Update the prompt used by future turns and the cached system msg."""
+        self._sys_prompt = sys_prompt
+        for msg, _marks in self.memory.content:
+            if getattr(msg, "role", None) == "system":
+                msg.content = sys_prompt
+                break

backend/agents/portfolio_manager.py

@@ -12,9 +12,7 @@ from agentscope.message import Msg, TextBlock
 from agentscope.tool import Toolkit, ToolResponse
 
 from ..utils.progress import progress
-from .prompt_loader import PromptLoader
-
-_prompt_loader = PromptLoader()
+from .prompt_factory import build_agent_system_prompt, clear_prompt_factory_cache
 
 
 class PMAgent(ReActAgent):
@@ -36,24 +34,52 @@ class PMAgent(ReActAgent):
         margin_requirement: float = 0.25,
         config: Optional[Dict[str, Any]] = None,
         long_term_memory: Optional[LongTermMemoryBase] = None,
+        toolkit_factory: Any = None,
+        toolkit_factory_kwargs: Optional[Dict[str, Any]] = None,
+        toolkit: Optional[Toolkit] = None,
     ):
-        self.config = config or {}
+        object.__setattr__(self, "config", config or {})
 
         # Portfolio state
-        self.portfolio = {
-            "cash": initial_cash,
-            "positions": {},
-            "margin_used": 0.0,
-            "margin_requirement": margin_requirement,
-        }
+        object.__setattr__(
+            self,
+            "portfolio",
+            {
+                "cash": initial_cash,
+                "positions": {},
+                "margin_used": 0.0,
+                "margin_requirement": margin_requirement,
+            },
+        )
 
         # Decisions made in current cycle
-        self._decisions: Dict[str, Dict] = {}
+        object.__setattr__(self, "_decisions", {})
+        toolkit_factory_kwargs = toolkit_factory_kwargs or {}
+        object.__setattr__(self, "_toolkit_factory", toolkit_factory)
+        object.__setattr__(
+            self,
+            "_toolkit_factory_kwargs",
+            toolkit_factory_kwargs,
+        )
 
-        # Create toolkit
-        toolkit = self._create_toolkit()
+        # Create toolkit after local state is ready so bound tool methods can be registered.
+        if toolkit is None:
+            if toolkit_factory is not None:
+                toolkit = toolkit_factory(
+                    name,
+                    self.config.get("config_name", "default"),
+                    owner=self,
+                    **toolkit_factory_kwargs,
+                )
+            else:
+                toolkit = self._create_toolkit()
+        object.__setattr__(self, "toolkit", toolkit)
 
-        sys_prompt = _prompt_loader.load_prompt("portfolio_manager", "system")
+        sys_prompt = build_agent_system_prompt(
+            agent_id=name,
+            config_name=self.config.get("config_name", "default"),
+            toolkit=self.toolkit,
+        )
 
         kwargs = {
             "name": name,
@@ -186,3 +212,71 @@ class PMAgent(ReActAgent):
     def update_portfolio(self, portfolio: Dict[str, Any]):
         """Update portfolio after external execution"""
         self.portfolio.update(portfolio)
+
+    def _has_open_positions(self) -> bool:
+        """Return whether the current portfolio still has non-zero positions."""
+        for position in self.portfolio.get("positions", {}).values():
+            if position.get("long", 0) or position.get("short", 0):
+                return True
+        return False
+
+    def can_apply_initial_cash(self) -> bool:
+        """Only allow cash rebasing before any positions or margin exist."""
+        return (
+            not self._has_open_positions()
+            and float(self.portfolio.get("margin_used", 0.0) or 0.0) == 0.0
+        )
+
+    def apply_runtime_portfolio_config(
+        self,
+        *,
+        margin_requirement: Optional[float] = None,
+        initial_cash: Optional[float] = None,
+    ) -> Dict[str, bool]:
+        """Apply safe run-time portfolio config updates."""
+        result = {
+            "margin_requirement": False,
+            "initial_cash": False,
+        }
+
+        if margin_requirement is not None:
+            self.portfolio["margin_requirement"] = float(margin_requirement)
+            result["margin_requirement"] = True
+
+        if initial_cash is not None and self.can_apply_initial_cash():
+            self.portfolio["cash"] = float(initial_cash)
+            result["initial_cash"] = True
+
+        return result
+
+    def reload_runtime_assets(self, active_skill_dirs: Optional[list] = None) -> None:
+        """Reload toolkit and system prompt from current run assets."""
+        from .toolkit_factory import create_agent_toolkit
+
+        clear_prompt_factory_cache()
+        toolkit_factory = self._toolkit_factory or create_agent_toolkit
+        toolkit_kwargs = dict(self._toolkit_factory_kwargs)
+        if active_skill_dirs is not None:
+            toolkit_kwargs["active_skill_dirs"] = active_skill_dirs
+
+        self.toolkit = toolkit_factory(
+            self.name,
+            self.config.get("config_name", "default"),
+            owner=self,
+            **toolkit_kwargs,
+        )
+        self._apply_runtime_sys_prompt(
+            build_agent_system_prompt(
+                agent_id=self.name,
+                config_name=self.config.get("config_name", "default"),
+                toolkit=self.toolkit,
+            ),
+        )
+
+    def _apply_runtime_sys_prompt(self, sys_prompt: str) -> None:
+        """Update the prompt used by future turns and the cached system msg."""
+        self._sys_prompt = sys_prompt
+        for msg, _marks in self.memory.content:
+            if getattr(msg, "role", None) == "system":
+                msg.content = sys_prompt
+                break

backend/agents/prompt_factory.py

@@ -0,0 +1,112 @@
+# -*- coding: utf-8 -*-
+"""Assemble system prompts from base prompts, run assets, and toolkit context."""
+
+from pathlib import Path
+from typing import Any, Optional
+
+from backend.config.bootstrap_config import get_bootstrap_config_for_run
+from .prompt_loader import PromptLoader
+from .skills_manager import SkillsManager
+
+_prompt_loader = PromptLoader()
+
+
+def _read_file_if_exists(path: Path) -> str:
+    if not path.exists() or not path.is_file():
+        return ""
+    return path.read_text(encoding="utf-8").strip()
+
+
+def _append_section(parts: list[str], title: str, content: str) -> None:
+    content = content.strip()
+    if content:
+        parts.append(f"## {title}\n{content}")
+
+
+def build_agent_system_prompt(
+    agent_id: str,
+    config_name: str,
+    toolkit: Any,
+    analyst_type: Optional[str] = None,
+) -> str:
+    """Build the final system prompt for an agent."""
+    sections: list[str] = []
+
+    if analyst_type:
+        personas_config = _prompt_loader.load_yaml_config(
+            "analyst",
+            "personas",
+        )
+        persona = personas_config.get(analyst_type, {})
+        focus_text = "\n".join(
+            f"- {item}" for item in persona.get("focus", [])
+        )
+        description = persona.get("description", "").strip()
+        base_prompt = _prompt_loader.load_prompt(
+            "analyst",
+            "system",
+            variables={
+                "analyst_type": persona.get("name", analyst_type),
+                "focus": focus_text,
+                "description": description,
+            },
+        )
+    elif agent_id == "portfolio_manager":
+        base_prompt = _prompt_loader.load_prompt(
+            "portfolio_manager",
+            "system",
+        )
+    elif agent_id == "risk_manager":
+        base_prompt = _prompt_loader.load_prompt(
+            "risk_manager",
+            "system",
+        )
+    else:
+        raise ValueError(f"Unsupported agent prompt build for: {agent_id}")
+
+    sections.append(base_prompt.strip())
+
+    skills_manager = SkillsManager()
+    asset_dir = skills_manager.get_agent_asset_dir(config_name, agent_id)
+    asset_dir.mkdir(parents=True, exist_ok=True)
+    bootstrap_config = get_bootstrap_config_for_run(
+        skills_manager.project_root,
+        config_name,
+    )
+
+    _append_section(
+        sections,
+        "Bootstrap",
+        bootstrap_config.prompt_body,
+    )
+
+    _append_section(
+        sections,
+        "Role",
+        _read_file_if_exists(asset_dir / "ROLE.md"),
+    )
+    _append_section(
+        sections,
+        "Style",
+        _read_file_if_exists(asset_dir / "STYLE.md"),
+    )
+    _append_section(
+        sections,
+        "Policy",
+        _read_file_if_exists(asset_dir / "POLICY.md"),
+    )
+
+    skill_prompt = toolkit.get_agent_skill_prompt()
+    if skill_prompt:
+        _append_section(sections, "Skills", str(skill_prompt))
+
+    activated_notes = toolkit.get_activated_notes()
+    if activated_notes:
+        _append_section(sections, "Tool Usage Notes", str(activated_notes))
+
+    return "\n\n".join(section for section in sections if section.strip())
+
+
+def clear_prompt_factory_cache() -> None:
+    """Clear cached prompt and YAML templates before hot reload."""
+    _prompt_loader.clear_cache()

backend/agents/prompts/analyst/personas.yaml

@@ -8,12 +8,6 @@ fundamentals_analyst:
     - "管理层质量和公司治理"
     - "行业地位和市场份额"
     - "长期投资价值评估"
-  tools:
-    - "analyze_profitability"
-    - "analyze_growth"
-    - "analyze_financial_health"
-    - "analyze_valuation_ratios"
-    - "analyze_efficiency_ratios"
   description: |
     作为基本面分析师，你专注于：
     - 公司财务健康状况和盈利能力
@@ -39,11 +33,6 @@ technical_analyst:
     - 支撑/阻力位和关键价格点
     - 中短期交易机会
     你倾向于选择能够捕捉价格动态和市场趋势的工具，更偏好技术分析类工具。
-  tools:
-    - "analyze_trend_following"
-    - "analyze_momentum"
-    - "analyze_mean_reversion"
-    - "analyze_volatility"
 
 sentiment_analyst:
   name: "情绪分析师"
@@ -61,10 +50,6 @@ sentiment_analyst:
     - 投资者恐慌和贪婪情绪
     - 市场预期和心理因素
     你倾向于选择能够反映市场情绪和投资者行为的工具，更偏好情绪和行为类工具。
-  tools:
-    - "analyze_news_sentiment"
-    - "analyze_insider_trading"
-
 valuation_analyst:
   name: "估值分析师"
   focus:
@@ -81,12 +66,6 @@ valuation_analyst:
     - 相对估值和绝对估值
     - 投资安全边际评估
     你倾向于选择能够准确计算公司价值的工具，更偏好估值模型和基本面工具。
-  tools:
-    - "dcf_valuation_analysis"
-    - "owner_earnings_valuation_analysis"
-    - "ev_ebitda_valuation_analysis"
-    - "residual_income_valuation_analysis"
-
 comprehensive_analyst:
   name: "综合分析师"
   focus:
@@ -103,15 +82,3 @@ comprehensive_analyst:
     - 提供全面的投资建议
     - 适应不同市场环境
     你会根据具体情况灵活选择各类工具，追求分析的全面性和准确性。
-  tools:
-    - "analyze_profitability"
-    - "analyze_growth"
-    - "analyze_financial_health"
-    - "analyze_valuation_ratios"
-    - "analyze_efficiency_ratios"
-    - "analyze_trend_following"
-    - "analyze_momentum"
-    - "analyze_mean_reversion"
-    - "analyze_volatility"
-    - "analyze_news_sentiment"
-    - "analyze_insider_trading"

backend/agents/prompts/risk_manager/system.md

@@ -8,6 +8,8 @@
 5. 基于市场条件建议仓位限制
 
 你的决策流程：
+1. 优先使用可用的风险工具量化集中度、波动率和保证金压力
+2. 结合工具结果与当前市场上下文做判断
 3. 生成可操作的风险警告和仓位限制建议
 4. 为你的风险评估提供清晰的理由
 

backend/agents/risk_manager.py

@@ -11,9 +11,7 @@ from agentscope.message import Msg
 from agentscope.tool import Toolkit
 
 from ..utils.progress import progress
-from .prompt_loader import PromptLoader
-
-_prompt_loader = PromptLoader()
+from .prompt_factory import build_agent_system_prompt, clear_prompt_factory_cache
 
 
 class RiskAgent(ReActAgent):
@@ -29,6 +27,7 @@ class RiskAgent(ReActAgent):
         name: str = "risk_manager",
         config: Optional[Dict[str, Any]] = None,
         long_term_memory: Optional[LongTermMemoryBase] = None,
+        toolkit: Optional[Toolkit] = None,
     ):
         """
         Initialize Risk Manager Agent
@@ -40,13 +39,15 @@ class RiskAgent(ReActAgent):
             config: Configuration dictionary
             long_term_memory: Optional ReMeTaskLongTermMemory instance
         """
-        self.config = config or {}
+        object.__setattr__(self, "config", config or {})
+        object.__setattr__(self, "agent_id", name)
+
+        if toolkit is None:
+            toolkit = Toolkit()
+        object.__setattr__(self, "toolkit", toolkit)
 
         sys_prompt = self._load_system_prompt()
 
-        # Create dedicated toolkit for this agent
-        toolkit = Toolkit()
-
         kwargs = {
             "name": name,
             "sys_prompt": sys_prompt,
@@ -64,9 +65,10 @@ class RiskAgent(ReActAgent):
 
     def _load_system_prompt(self) -> str:
         """Load system prompt for risk manager"""
-        return _prompt_loader.load_prompt(
-            "risk_manager",
-            "system",
+        return build_agent_system_prompt(
+            agent_id=self.agent_id,
+            config_name=self.config.get("config_name", "default"),
+            toolkit=self.toolkit,
         )
 
     async def reply(self, x: Msg = None) -> Msg:
@@ -86,3 +88,23 @@ class RiskAgent(ReActAgent):
         progress.update_status(self.name, None, "Risk assessment completed")
 
         return result
+
+    def reload_runtime_assets(self, active_skill_dirs: Optional[list] = None) -> None:
+        """Reload toolkit and system prompt from current run assets."""
+        from .toolkit_factory import create_agent_toolkit
+
+        clear_prompt_factory_cache()
+        self.toolkit = create_agent_toolkit(
+            self.agent_id,
+            self.config.get("config_name", "default"),
+            active_skill_dirs=active_skill_dirs,
+        )
+        self._apply_runtime_sys_prompt(self._load_system_prompt())
+
+    def _apply_runtime_sys_prompt(self, sys_prompt: str) -> None:
+        """Update the prompt used by future turns and the cached system msg."""
+        self._sys_prompt = sys_prompt
+        for msg, _marks in self.memory.content:
+            if getattr(msg, "role", None) == "system":
+                msg.content = sys_prompt
+                break

backend/agents/skills_manager.py

@@ -0,0 +1,207 @@
+# -*- coding: utf-8 -*-
+"""Manage builtin/customized/active skill directories for each run."""
+
+from pathlib import Path
+import shutil
+from typing import Dict, Iterable, List
+
+import yaml
+
+from backend.config.bootstrap_config import get_bootstrap_config_for_run
+
+
+class SkillsManager:
+    """Sync named skills into a run-scoped active skills workspace."""
+
+    def __init__(self, project_root: Path | None = None):
+        self.project_root = (
+            project_root or Path(__file__).resolve().parents[2]
+        )
+        self.builtin_root = self.project_root / "backend" / "skills" / "builtin"
+        self.customized_root = (
+            self.project_root / "backend" / "skills" / "customized"
+        )
+        self.runs_root = self.project_root / "runs"
+
+    def get_active_root(self, config_name: str) -> Path:
+        return self.runs_root / config_name / "skills" / "active"
+
+    def get_activation_manifest_path(self, config_name: str) -> Path:
+        return self.runs_root / config_name / "skills" / "activation.yaml"
+
+    def get_agent_asset_dir(self, config_name: str, agent_id: str) -> Path:
+        return self.runs_root / config_name / "agents" / agent_id
+
+    def ensure_activation_manifest(self, config_name: str) -> Path:
+        manifest_path = self.get_activation_manifest_path(config_name)
+        manifest_path.parent.mkdir(parents=True, exist_ok=True)
+        if not manifest_path.exists():
+            manifest_path.write_text(
+                "global_enabled_skills: []\n"
+                "global_disabled_skills: []\n"
+                "agent_enabled_skills: {}\n"
+                "agent_disabled_skills: {}\n",
+                encoding="utf-8",
+            )
+        return manifest_path
+
+    def load_activation_manifest(self, config_name: str) -> Dict[str, object]:
+        manifest_path = self.ensure_activation_manifest(config_name)
+        with open(manifest_path, "r", encoding="utf-8") as file:
+            parsed = yaml.safe_load(file) or {}
+        return parsed if isinstance(parsed, dict) else {}
+
+    def _resolve_source_dir(self, skill_name: str) -> Path:
+        customized_dir = self.customized_root / skill_name
+        if customized_dir.exists():
+            return customized_dir
+
+        builtin_dir = self.builtin_root / skill_name
+        if builtin_dir.exists():
+            return builtin_dir
+
+        raise FileNotFoundError(f"Unknown skill: {skill_name}")
+
+    def _persist_runtime_edits(
+        self,
+        config_name: str,
+        skill_name: str,
+        active_dir: Path,
+    ) -> None:
+        """
+        Persist run-time edits from active skills into customized skills.
+
+        This keeps active skill experiments from being lost on the next reload
+        while still allowing the active directory to be re-synced cleanly.
+        """
+        if not active_dir.exists():
+            return
+
+        source_dir = self._resolve_source_dir(skill_name)
+        if active_dir.resolve() == source_dir.resolve():
+            return
+
+        if not self._directories_match(active_dir, source_dir):
+            customized_dir = self.customized_root / skill_name
+            customized_dir.parent.mkdir(parents=True, exist_ok=True)
+            if customized_dir.exists():
+                shutil.rmtree(customized_dir)
+            shutil.copytree(active_dir, customized_dir)
+
+    @staticmethod
+    def _directories_match(left: Path, right: Path) -> bool:
+        """Compare two directory trees by file contents."""
+        if not left.exists() or not right.exists():
+            return False
+
+        left_items = sorted(
+            path.relative_to(left)
+            for path in left.rglob("*")
+        )
+        right_items = sorted(
+            path.relative_to(right)
+            for path in right.rglob("*")
+        )
+        if left_items != right_items:
+            return False
+
+        for relative_path in left_items:
+            left_path = left / relative_path
+            right_path = right / relative_path
+            if left_path.is_dir() != right_path.is_dir():
+                return False
+            if left_path.is_file():
+                if left_path.read_bytes() != right_path.read_bytes():
+                    return False
+        return True
+
+    def resolve_agent_skill_names(
+        self,
+        config_name: str,
+        agent_id: str,
+        default_skills: Iterable[str],
+    ) -> List[str]:
+        """Resolve final skill names after bootstrap and activation overlays."""
+        bootstrap = get_bootstrap_config_for_run(self.project_root, config_name)
+        override = bootstrap.agent_override(agent_id)
+        skills = list(override.get("skills", list(default_skills)))
+
+        manifest = self.load_activation_manifest(config_name)
+        for skill_name in manifest.get("global_enabled_skills", []):
+            if skill_name not in skills:
+                skills.append(skill_name)
+
+        for skill_name in manifest.get("agent_enabled_skills", {}).get(agent_id, []):
+            if skill_name not in skills:
+                skills.append(skill_name)
+
+        disabled = set(manifest.get("global_disabled_skills", []))
+        disabled.update(
+            manifest.get("agent_disabled_skills", {}).get(agent_id, []),
+        )
+
+        return [skill for skill in skills if skill not in disabled]
+
+    def sync_active_skills(
+        self,
+        config_name: str,
+        skill_names: Iterable[str],
+    ) -> List[Path]:
+        """Sync selected skills into the run workspace and return their paths."""
+        active_root = self.get_active_root(config_name)
+        active_root.mkdir(parents=True, exist_ok=True)
+
+        synced_paths: List[Path] = []
+        wanted = set(skill_names)
+
+        for existing in active_root.iterdir():
+            if existing.is_dir() and existing.name not in wanted:
+                self._persist_runtime_edits(
+                    config_name=config_name,
+                    skill_name=existing.name,
+                    active_dir=existing,
+                )
+                shutil.rmtree(existing)
+
+        for skill_name in skill_names:
+            source_dir = self._resolve_source_dir(skill_name)
+            target_dir = active_root / skill_name
+            if target_dir.exists():
+                self._persist_runtime_edits(
+                    config_name=config_name,
+                    skill_name=skill_name,
+                    active_dir=target_dir,
+                )
+                shutil.rmtree(target_dir)
+            shutil.copytree(source_dir, target_dir)
+            synced_paths.append(target_dir)
+
+        return synced_paths
+
+    def prepare_active_skills(
+        self,
+        config_name: str,
+        agent_defaults: Dict[str, Iterable[str]],
+    ) -> Dict[str, List[Path]]:
+        """Resolve all agent skills, sync the union once, and map paths per agent."""
+        resolved: Dict[str, List[str]] = {}
+        union: List[str] = []
+
+        for agent_id, default_skills in agent_defaults.items():
+            resolved_skills = self.resolve_agent_skill_names(
+                config_name=config_name,
+                agent_id=agent_id,
+                default_skills=default_skills,
+            )
+            resolved[agent_id] = resolved_skills
+            for skill_name in resolved_skills:
+                if skill_name not in union:
+                    union.append(skill_name)
+
+        self.sync_active_skills(config_name=config_name, skill_names=union)
+        active_root = self.get_active_root(config_name)
+
+        return {
+            agent_id: [active_root / skill_name for skill_name in skill_names]
+            for agent_id, skill_names in resolved.items()
+        }

backend/agents/toolkit_factory.py

@@ -0,0 +1,197 @@
+# -*- coding: utf-8 -*-
+"""Toolkit factory following AgentScope's skill + tool group practices."""
+
+from typing import Any, Dict, Iterable
+
+from backend.config.bootstrap_config import get_bootstrap_config_for_run
+import yaml
+
+from .skills_manager import SkillsManager
+
+
+def load_agent_profiles() -> Dict[str, Dict[str, Any]]:
+    config_path = SkillsManager().project_root / "backend" / "config" / "agent_profiles.yaml"
+    with open(config_path, "r", encoding="utf-8") as file:
+        return yaml.safe_load(file) or {}
+
+
+def _register_analysis_tool_groups(toolkit: Any) -> None:
+    from backend.tools.analysis_tools import TOOL_REGISTRY
+
+    tool_groups = {
+        "fundamentals": {
+            "description": "Financial health, profitability, growth, and efficiency analysis tools.",
+            "active": False,
+            "notes": (
+                "Use these tools to validate business quality, financial resilience, "
+                "and earnings durability before making directional conclusions."
+            ),
+            "tools": [
+                "analyze_profitability",
+                "analyze_growth",
+                "analyze_financial_health",
+                "analyze_efficiency_ratios",
+                "analyze_valuation_ratios",
+                "get_financial_metrics_tool",
+            ],
+        },
+        "technical": {
+            "description": "Trend, momentum, mean reversion, and volatility analysis tools.",
+            "active": False,
+            "notes": (
+                "Use these tools to assess timing, price structure, and risk-reward in "
+                "the current market regime."
+            ),
+            "tools": [
+                "analyze_trend_following",
+                "analyze_momentum",
+                "analyze_mean_reversion",
+                "analyze_volatility",
+            ],
+        },
+        "sentiment": {
+            "description": "News sentiment and insider activity analysis tools.",
+            "active": False,
+            "notes": (
+                "Use these tools to capture short-horizon catalysts, sentiment shifts, "
+                "and behavioral signals around each ticker."
+            ),
+            "tools": [
+                "analyze_news_sentiment",
+                "analyze_insider_trading",
+            ],
+        },
+        "valuation": {
+            "description": "Intrinsic value and relative valuation analysis tools.",
+            "active": False,
+            "notes": (
+                "Use these tools when the task requires fair value estimation, margin of "
+                "safety analysis, or valuation scenario comparison."
+            ),
+            "tools": [
+                "dcf_valuation_analysis",
+                "owner_earnings_valuation_analysis",
+                "ev_ebitda_valuation_analysis",
+                "residual_income_valuation_analysis",
+            ],
+        },
+    }
+
+    for group_name, group_config in tool_groups.items():
+        toolkit.create_tool_group(
+            group_name=group_name,
+            description=group_config["description"],
+            active=group_config["active"],
+            notes=group_config["notes"],
+        )
+        for tool_name in group_config["tools"]:
+            tool_func = TOOL_REGISTRY.get(tool_name)
+            if tool_func:
+                toolkit.register_tool_function(
+                    tool_func,
+                    group_name=group_name,
+                )
+
+
+def _register_portfolio_tool_groups(toolkit: Any, pm_agent: Any) -> None:
+    toolkit.create_tool_group(
+        group_name="portfolio_ops",
+        description="Portfolio decision recording tools.",
+        active=False,
+        notes=(
+            "Use portfolio tools only after synthesizing analyst and risk inputs. "
+            "Record one explicit decision per ticker."
+        ),
+    )
+    toolkit.register_tool_function(
+        pm_agent._make_decision,
+        group_name="portfolio_ops",
+    )
+
+
+def _register_risk_tool_groups(toolkit: Any) -> None:
+    from backend.tools.risk_tools import (
+        assess_margin_and_liquidity,
+        assess_position_concentration,
+        assess_volatility_exposure,
+    )
+
+    toolkit.create_tool_group(
+        group_name="risk_ops",
+        description="Risk diagnostics for concentration, leverage, and volatility.",
+        active=False,
+        notes=(
+            "Use risk tools to quantify concentration, margin pressure, and volatility "
+            "before writing the final risk memo."
+        ),
+    )
+    toolkit.register_tool_function(
+        assess_position_concentration,
+        group_name="risk_ops",
+    )
+    toolkit.register_tool_function(
+        assess_margin_and_liquidity,
+        group_name="risk_ops",
+    )
+    toolkit.register_tool_function(
+        assess_volatility_exposure,
+        group_name="risk_ops",
+    )
+
+
+def create_agent_toolkit(
+    agent_id: str,
+    config_name: str,
+    owner: Any = None,
+    active_skill_dirs: Iterable[str] | None = None,
+) -> Any:
+    """Create a Toolkit with agent skills and grouped tools."""
+    from agentscope.tool import Toolkit
+
+    profiles = load_agent_profiles()
+    profile = profiles.get(agent_id, {})
+    skills_manager = SkillsManager()
+    bootstrap_config = get_bootstrap_config_for_run(
+        skills_manager.project_root,
+        config_name,
+    )
+    override = bootstrap_config.agent_override(agent_id)
+    active_groups = override.get(
+        "active_tool_groups",
+        profile.get("active_tool_groups", []),
+    )
+
+    toolkit = Toolkit(
+        agent_skill_instruction=(
+            "<system-info>You have access to project skills. Each skill lives in a "
+            "directory and is described by SKILL.md. Follow the skill instructions "
+            "when they are relevant to the current task.</system-info>"
+        ),
+        agent_skill_template="- {name} (dir: {dir}): {description}",
+    )
+
+    if agent_id.endswith("_analyst"):
+        _register_analysis_tool_groups(toolkit)
+    elif agent_id == "portfolio_manager" and owner is not None:
+        _register_portfolio_tool_groups(toolkit, owner)
+    elif agent_id == "risk_manager":
+        _register_risk_tool_groups(toolkit)
+
+    if active_skill_dirs is None:
+        skill_names = skills_manager.resolve_agent_skill_names(
+            config_name=config_name,
+            agent_id=agent_id,
+            default_skills=profile.get("skills", []),
+        )
+        active_skill_dirs = [
+            skills_manager.get_active_root(config_name) / skill_name
+            for skill_name in skill_names
+        ]
+
+    for skill_dir in active_skill_dirs:
+        toolkit.register_agent_skill(str(skill_dir))
+
+    if active_groups:
+        toolkit.update_tool_groups(group_names=active_groups, active=True)
+
+    return toolkit

backend/agents/workspace_manager.py

@@ -0,0 +1,140 @@
+# -*- coding: utf-8 -*-
+"""Initialize run-scoped agent workspace assets."""
+
+from pathlib import Path
+from typing import Dict, Iterable, Optional
+
+from .skills_manager import SkillsManager
+
+
+class WorkspaceManager:
+    """Create and maintain run-level prompt asset files for each agent."""
+
+    def __init__(self, project_root: Optional[Path] = None):
+        self.skills_manager = SkillsManager(project_root=project_root)
+        self.project_root = self.skills_manager.project_root
+
+    def get_run_dir(self, config_name: str) -> Path:
+        return self.project_root / "runs" / config_name
+
+    def ensure_run_workspace(self, config_name: str) -> Path:
+        run_dir = self.get_run_dir(config_name)
+        run_dir.mkdir(parents=True, exist_ok=True)
+        self.skills_manager.ensure_activation_manifest(config_name)
+        bootstrap_path = run_dir / "BOOTSTRAP.md"
+        if not bootstrap_path.exists():
+            bootstrap_path.write_text(
+                "---\n"
+                "tickers:\n"
+                "  - AAPL\n"
+                "  - MSFT\n"
+                "initial_cash: 100000\n"
+                "margin_requirement: 0.0\n"
+                "enable_memory: false\n"
+                "max_comm_cycles: 2\n"
+                "agent_overrides: {}\n"
+                "---\n\n"
+                "# Bootstrap\n\n"
+                "Use this file to describe run-specific setup notes, preferred tickers,\n"
+                "risk bounds, or strategy constraints before the first execution.\n\n"
+                "The YAML front matter above is machine-readable runtime configuration.\n"
+                "The markdown body below is injected into agent prompts as run context.\n",
+                encoding="utf-8",
+            )
+        return run_dir
+
+    def bootstrap_path(self, config_name: str) -> Path:
+        return self.get_run_dir(config_name) / "BOOTSTRAP.md"
+
+    def ensure_agent_assets(
+        self,
+        config_name: str,
+        agent_id: str,
+        role_seed: str = "",
+        style_seed: str = "",
+        policy_seed: str = "",
+    ) -> Path:
+        asset_dir = self.skills_manager.get_agent_asset_dir(
+            config_name,
+            agent_id,
+        )
+        asset_dir.mkdir(parents=True, exist_ok=True)
+
+        self._ensure_file(
+            asset_dir / "ROLE.md",
+            "# Role\n\n"
+            "Optional run-scoped role override.\n\n"
+            f"{role_seed}".strip()
+            + "\n",
+        )
+        self._ensure_file(
+            asset_dir / "STYLE.md",
+            "# Style\n\n"
+            "Optional run-scoped communication or reasoning style.\n\n"
+            f"{style_seed}".strip()
+            + "\n",
+        )
+        self._ensure_file(
+            asset_dir / "POLICY.md",
+            "# Policy\n\n"
+            "Optional run-scoped constraints, limits, or strategy policy.\n\n"
+            f"{policy_seed}".strip()
+            + "\n",
+        )
+        return asset_dir
+
+    def initialize_default_assets(
+        self,
+        config_name: str,
+        agent_ids: Iterable[str],
+        analyst_personas: Optional[Dict[str, Dict]] = None,
+    ) -> None:
+        self.ensure_run_workspace(config_name)
+        analyst_personas = analyst_personas or {}
+
+        for agent_id in agent_ids:
+            if agent_id.endswith("_analyst"):
+                persona = analyst_personas.get(agent_id, {})
+                role_seed = persona.get("description", "").strip()
+                focus_items = persona.get("focus", [])
+                style_seed = "\n".join(f"- {item}" for item in focus_items)
+                policy_seed = (
+                    "State a clear signal, confidence, and the conditions that would invalidate the thesis."
+                )
+            elif agent_id == "portfolio_manager":
+                role_seed = (
+                    "Synthesize analyst and risk inputs into explicit portfolio decisions."
+                )
+                style_seed = (
+                    "Be concise, capital-aware, and explicit about sizing rationale."
+                )
+                policy_seed = (
+                    "Respect cash, margin, and portfolio concentration constraints before recording decisions."
+                )
+            elif agent_id == "risk_manager":
+                role_seed = (
+                    "Quantify concentration, leverage, liquidity, and volatility risk before trade execution."
+                )
+                style_seed = (
+                    "Prioritize the highest-severity risk first and state concrete limits."
+                )
+                policy_seed = (
+                    "Use available risk tools before issuing the final risk memo."
+                )
+            else:
+                role_seed = ""
+                style_seed = ""
+                policy_seed = ""
+
+            self.ensure_agent_assets(
+                config_name=config_name,
+                agent_id=agent_id,
+                role_seed=role_seed,
+                style_seed=style_seed,
+                policy_seed=policy_seed,
+            )
+
+    @staticmethod
+    def _ensure_file(path: Path, content: str) -> None:
+        if not path.exists():
+            path.write_text(content, encoding="utf-8")

backend/cli.py

@@ -22,6 +22,9 @@ from rich.console import Console
 from rich.panel import Panel
 from rich.prompt import Confirm
 
+from backend.agents.prompt_loader import PromptLoader
+from backend.agents.workspace_manager import WorkspaceManager
+
 app = typer.Typer(
     name="evotraders",
     help="EvoTraders: A self-evolving multi-agent trading system",
@@ -29,6 +32,7 @@ app = typer.Typer(
 )
 
 console = Console()
+_prompt_loader = PromptLoader()
 
 
 def get_project_root() -> Path:
@@ -45,9 +49,8 @@ def handle_history_cleanup(config_name: str, auto_clean: bool = False) -> None:
         config_name: Configuration name for the run
         auto_clean: If True, skip confirmation and clean automatically
     """
-    # logs_dir = get_project_root() / "logs"
-    logs_dir = get_project_root()
-    base_data_dir = logs_dir / config_name
+    workspace_manager = WorkspaceManager(project_root=get_project_root())
+    base_data_dir = workspace_manager.get_run_dir(config_name)
 
     # Check if historical data exists
     if not base_data_dir.exists() or not any(base_data_dir.iterdir()):
@@ -180,6 +183,46 @@ def run_data_updater(project_root: Path) -> None:
         )
 
 
+def initialize_workspace(config_name: str) -> Path:
+    """Create run-scoped workspace files for a config."""
+    workspace_manager = WorkspaceManager(project_root=get_project_root())
+    workspace_manager.initialize_default_assets(
+        config_name=config_name,
+        agent_ids=[
+            "fundamentals_analyst",
+            "technical_analyst",
+            "sentiment_analyst",
+            "valuation_analyst",
+            "risk_manager",
+            "portfolio_manager",
+        ],
+        analyst_personas=_prompt_loader.load_yaml_config(
+            "analyst",
+            "personas",
+        ),
+    )
+    return workspace_manager.get_run_dir(config_name)
+
+
+@app.command("init-workspace")
+def init_workspace(
+    config_name: str = typer.Option(
+        "default",
+        "--config-name",
+        "-c",
+        help="Configuration name for the workspace",
+    ),
+):
+    """Initialize run-scoped BOOTSTRAP and agent prompt asset files."""
+    run_dir = initialize_workspace(config_name)
+    console.print(
+        Panel.fit(
+            f"[bold green]Workspace initialized[/bold green]\n[cyan]{run_dir}[/cyan]",
+            border_style="green",
+        ),
+    )
+
+
 @app.command()
 def backtest(
     start: Optional[str] = typer.Option(

backend/config/agent_profiles.yaml

@@ -0,0 +1,37 @@
+fundamentals_analyst:
+  skills:
+    - fundamental_review
+  active_tool_groups:
+    - fundamentals
+    - valuation
+
+technical_analyst:
+  skills:
+    - technical_review
+  active_tool_groups:
+    - technical
+
+sentiment_analyst:
+  skills:
+    - sentiment_review
+  active_tool_groups:
+    - sentiment
+
+valuation_analyst:
+  skills:
+    - valuation_review
+  active_tool_groups:
+    - valuation
+    - fundamentals
+
+portfolio_manager:
+  skills:
+    - portfolio_decisioning
+  active_tool_groups:
+    - portfolio_ops
+
+risk_manager:
+  skills:
+    - risk_review
+  active_tool_groups:
+    - risk_ops

backend/config/bootstrap_config.py

@@ -0,0 +1,148 @@
+# -*- coding: utf-8 -*-
+"""Parse run-scoped BOOTSTRAP.md into structured and runtime config."""
+
+from dataclasses import dataclass, field
+from pathlib import Path
+from typing import Any, Dict
+import re
+
+import yaml
+
+from backend.config.env_config import get_env_float, get_env_int, get_env_list
+
+
+BOOTSTRAP_FRONT_MATTER_RE = re.compile(
+    r"^---\s*\n(.*?)\n---\s*\n?(.*)$",
+    re.DOTALL,
+)
+
+
+@dataclass(frozen=True)
+class BootstrapConfig:
+    """Structured configuration extracted from BOOTSTRAP.md."""
+
+    values: Dict[str, Any] = field(default_factory=dict)
+    prompt_body: str = ""
+
+    def get(self, key: str, default: Any = None) -> Any:
+        return self.values.get(key, default)
+
+    def agent_override(self, agent_id: str) -> Dict[str, Any]:
+        overrides = self.values.get("agent_overrides", {})
+        if not isinstance(overrides, dict):
+            return {}
+        override = overrides.get(agent_id, {})
+        return override if isinstance(override, dict) else {}
+
+
+def load_bootstrap_config(bootstrap_path: Path) -> BootstrapConfig:
+    """Load structured bootstrap config and free-form prompt body."""
+    if not bootstrap_path.exists():
+        return BootstrapConfig()
+
+    raw = bootstrap_path.read_text(encoding="utf-8").strip()
+    if not raw:
+        return BootstrapConfig()
+
+    match = BOOTSTRAP_FRONT_MATTER_RE.match(raw)
+    if not match:
+        return BootstrapConfig(prompt_body=raw)
+
+    front_matter = match.group(1).strip()
+    body = match.group(2).strip()
+    parsed = yaml.safe_load(front_matter) or {}
+    if not isinstance(parsed, dict):
+        parsed = {}
+
+    return BootstrapConfig(values=parsed, prompt_body=body)
+
+
+def get_bootstrap_config_for_run(
+    project_root: Path,
+    config_name: str,
+) -> BootstrapConfig:
+    """Load BOOTSTRAP.md from the run workspace."""
+    return load_bootstrap_config(
+        project_root / "runs" / config_name / "BOOTSTRAP.md",
+    )
+
+
+def save_bootstrap_config(bootstrap_path: Path, config: BootstrapConfig) -> None:
+    """Persist structured bootstrap config back to BOOTSTRAP.md."""
+    bootstrap_path.parent.mkdir(parents=True, exist_ok=True)
+    values = config.values if isinstance(config.values, dict) else {}
+    front_matter = yaml.safe_dump(
+        values,
+        allow_unicode=True,
+        sort_keys=False,
+    ).strip()
+    body = (config.prompt_body or "").strip()
+
+    content = f"---\n{front_matter}\n---"
+    if body:
+        content += f"\n\n{body}\n"
+    else:
+        content += "\n"
+
+    bootstrap_path.write_text(content, encoding="utf-8")
+
+
+def update_bootstrap_values_for_run(
+    project_root: Path,
+    config_name: str,
+    updates: Dict[str, Any],
+) -> BootstrapConfig:
+    """Patch selected front matter keys for a run and persist them."""
+    bootstrap_path = project_root / "runs" / config_name / "BOOTSTRAP.md"
+    existing = load_bootstrap_config(bootstrap_path)
+    values = dict(existing.values)
+    values.update(updates)
+    updated = BootstrapConfig(values=values, prompt_body=existing.prompt_body)
+    save_bootstrap_config(bootstrap_path, updated)
+    return updated
+
+
+def _coerce_bool(value: Any) -> bool:
+    """Parse booleans from bootstrap-friendly string values."""
+    if isinstance(value, bool):
+        return value
+    if isinstance(value, str):
+        normalized = value.strip().lower()
+        if normalized in {"1", "true", "yes", "on"}:
+            return True
+        if normalized in {"0", "false", "no", "off"}:
+            return False
+    return bool(value)
+
+
+def resolve_runtime_config(
+    project_root: Path,
+    config_name: str,
+    enable_memory: bool = False,
+) -> Dict[str, Any]:
+    """Merge env defaults with run-scoped bootstrap front matter."""
+    bootstrap = get_bootstrap_config_for_run(project_root, config_name)
+    return {
+        "tickers": bootstrap.get("tickers")
+        or get_env_list("TICKERS", ["AAPL", "MSFT"]),
+        "initial_cash": float(
+            bootstrap.get(
+                "initial_cash",
+                get_env_float("INITIAL_CASH", 100000.0),
+            ),
+        ),
+        "margin_requirement": float(
+            bootstrap.get(
+                "margin_requirement",
+                get_env_float("MARGIN_REQUIREMENT", 0.0),
+            ),
+        ),
+        "max_comm_cycles": int(
+            bootstrap.get(
+                "max_comm_cycles",
+                get_env_int("MAX_COMM_CYCLES", 2),
+            ),
+        ),
+        "enable_memory": bool(enable_memory)
+        or _coerce_bool(bootstrap.get("enable_memory", False)),
+    }

backend/core/pipeline.py

@@ -226,6 +226,51 @@ class TradingPipeline:
             "settlement_result": settlement_result,
         }
 
+    def reload_runtime_assets(
+        self,
+        runtime_config: Optional[Dict[str, Any]] = None,
+    ) -> Dict[str, Any]:
+        """Reload prompt assets and safe in-process runtime settings."""
+        from backend.agents.skills_manager import SkillsManager
+        from backend.agents.toolkit_factory import load_agent_profiles
+
+        config_name = getattr(self.pm, "config", {}).get("config_name", "default")
+        if runtime_config and "max_comm_cycles" in runtime_config:
+            self.max_comm_cycles = int(runtime_config["max_comm_cycles"])
+
+        skills_manager = SkillsManager()
+        profiles = load_agent_profiles()
+        active_skill_map = skills_manager.prepare_active_skills(
+            config_name=config_name,
+            agent_defaults={
+                agent_id: profile.get("skills", [])
+                for agent_id, profile in profiles.items()
+            },
+        )
+
+        for analyst in self.analysts:
+            analyst.reload_runtime_assets(
+                active_skill_dirs=active_skill_map.get(analyst.name, []),
+            )
+
+        self.risk_manager.reload_runtime_assets(
+            active_skill_dirs=active_skill_map.get("risk_manager", []),
+        )
+        self.pm.reload_runtime_assets(
+            active_skill_dirs=active_skill_map.get("portfolio_manager", []),
+        )
+
+        return {
+            "config_name": config_name,
+            "reloaded_agents": [agent.name for agent in self.analysts]
+            + ["risk_manager", "portfolio_manager"],
+            "active_skills": {
+                agent_id: [path.name for path in paths]
+                for agent_id, paths in active_skill_map.items()
+            },
+            "max_comm_cycles": self.max_comm_cycles,
+        }
+
     async def _clear_all_agent_memory(self):
         """Clear short-term memory for all agents"""
         for analyst in self.analysts:

backend/core/state_sync.py

@@ -438,6 +438,8 @@ class StateSync:
             "server_mode": self._state.get("server_mode", "live"),
             "is_mock_mode": self._state.get("is_mock_mode", False),
             "is_backtest": self._state.get("is_backtest", False),
+            "tickers": self._state.get("tickers"),
+            "runtime_config": self._state.get("runtime_config"),
             "feed_history": self._state.get("feed_history", []),
             "current_date": self._state.get("current_date"),
             "trading_days_total": self._state.get("trading_days_total", 0),
@@ -452,6 +454,7 @@ class StateSync:
             "portfolio": self._state.get("portfolio", {}),
             "realtime_prices": self._state.get("realtime_prices", {}),
             "data_sources": self._state.get("data_sources", {}),
+            "price_history": self._state.get("price_history", {}),
         }
 
         if include_dashboard:

backend/data/provider_router.py

@@ -30,6 +30,25 @@ logger = logging.getLogger(__name__)
 _DATA_DIR = Path(__file__).parent / "ret_data"
 
 
+def _format_provider_error(exc: Exception) -> str:
+    """Condense common provider failures into short, readable messages."""
+    message = str(exc).strip().replace("\n", " ")
+    if "429" in message:
+        return "rate limit reached"
+    if "402" in message:
+        return "insufficient credits"
+    if "422" in message or "Missing parameters" in message:
+        return "invalid request parameters"
+    if "Quote not found" in message:
+        return "quote not found"
+    return message
+
+
+def _has_valid_ticker(ticker: str) -> bool:
+    """Return whether the normalized ticker is non-empty."""
+    return bool((ticker or "").strip())
+
+
 class DataProviderRouter:
     """Route data requests across configured providers with fallbacks."""
 
@@ -56,6 +75,8 @@ class DataProviderRouter:
         end_date: str,
     ) -> tuple[list[Price], DataSource]:
         """Fetch prices using preferred providers with fallback."""
+        if not _has_valid_ticker(ticker):
+            return [], "local_csv"
         last_error: Optional[Exception] = None
 
         for source in self.price_sources():
@@ -78,7 +99,12 @@ class DataProviderRouter:
                     return prices, source
             except Exception as exc:
                 last_error = exc
-                logger.warning("Price source %s failed for %s: %s", source, ticker, exc)
+                logger.warning(
+                    "Price source %s failed for %s: %s",
+                    source,
+                    ticker,
+                    _format_provider_error(exc),
+                )
 
         if last_error:
             raise last_error
@@ -92,6 +118,8 @@ class DataProviderRouter:
         limit: int = 10,
     ) -> tuple[list[FinancialMetrics], DataSource]:
         """Fetch financial metrics with API provider fallback."""
+        if not _has_valid_ticker(ticker):
+            return [], "local_csv"
         last_error: Optional[Exception] = None
 
         for source in self.api_sources():
@@ -126,7 +154,7 @@ class DataProviderRouter:
                     "Financial metrics source %s failed for %s: %s",
                     source,
                     ticker,
-                    exc,
+                    _format_provider_error(exc),
                 )
 
         if last_error:
@@ -142,6 +170,8 @@ class DataProviderRouter:
         limit: int = 10,
     ) -> list[LineItem]:
         """Line items are only supported via Financial Datasets."""
+        if not _has_valid_ticker(ticker):
+            return []
         if "financial_datasets" not in self.api_sources():
             return []
         try:
@@ -155,7 +185,11 @@ class DataProviderRouter:
             self._record_success("line_items", "financial_datasets")
             return results
         except Exception as exc:
-            logger.warning("Line items source failed for %s: %s", ticker, exc)
+            logger.warning(
+                "Line items source failed for %s: %s",
+                ticker,
+                _format_provider_error(exc),
+            )
             return []
 
     def get_insider_trades(
@@ -166,6 +200,8 @@ class DataProviderRouter:
         limit: int = 1000,
     ) -> tuple[list[InsiderTrade], DataSource]:
         """Fetch insider trades with provider fallback."""
+        if not _has_valid_ticker(ticker):
+            return [], "local_csv"
         last_error: Optional[Exception] = None
 
         for source in self.api_sources():
@@ -193,7 +229,7 @@ class DataProviderRouter:
                     "Insider trades source %s failed for %s: %s",
                     source,
                     ticker,
-                    exc,
+                    _format_provider_error(exc),
                 )
 
         if last_error:
@@ -208,6 +244,8 @@ class DataProviderRouter:
         limit: int = 1000,
     ) -> tuple[list[CompanyNews], DataSource]:
         """Fetch company news with provider fallback."""
+        if not _has_valid_ticker(ticker):
+            return [], "local_csv"
         last_error: Optional[Exception] = None
 
         for source in self.api_sources():
@@ -244,7 +282,7 @@ class DataProviderRouter:
                     "Company news source %s failed for %s: %s",
                     source,
                     ticker,
-                    exc,
+                    _format_provider_error(exc),
                 )
 
         if last_error:
@@ -258,6 +296,8 @@ class DataProviderRouter:
         metrics_lookup,
     ) -> tuple[Optional[float], DataSource]:
         """Fetch market cap using facts API or financial metrics fallback."""
+        if not _has_valid_ticker(ticker):
+            return None, "local_csv"
         today = datetime.datetime.now().strftime("%Y-%m-%d")
         if end_date == today and "financial_datasets" in self.api_sources():
             try:
@@ -267,7 +307,7 @@ class DataProviderRouter:
                 logger.warning(
                     "Market cap facts source failed for %s: %s",
                     ticker,
-                    exc,
+                    _format_provider_error(exc),
                 )
 
         metrics, source = metrics_lookup(ticker, end_date)

backend/main.py

@@ -14,8 +14,12 @@ import loguru
 from dotenv import load_dotenv
 
 from backend.agents import AnalystAgent, PMAgent, RiskAgent
+from backend.agents.skills_manager import SkillsManager
+from backend.agents.toolkit_factory import create_agent_toolkit, load_agent_profiles
+from backend.agents.prompt_loader import PromptLoader
+from backend.agents.workspace_manager import WorkspaceManager
+from backend.config.bootstrap_config import resolve_runtime_config
 from backend.config.constants import ANALYST_TYPES
-from backend.config.env_config import get_env_float, get_env_int, get_env_list
 from backend.core.pipeline import TradingPipeline
 from backend.core.scheduler import BacktestScheduler, Scheduler
 from backend.utils.settlement import SettlementCoordinator
@@ -28,6 +32,23 @@ load_dotenv()
 logger = logging.getLogger(__name__)
 loguru.logger.disable("flowllm")
 loguru.logger.disable("reme_ai")
+_prompt_loader = PromptLoader()
+
+
+def _get_run_dir(config_name: str) -> Path:
+    """Return the canonical run-scoped directory for a config."""
+    project_root = Path(__file__).resolve().parents[1]
+    return WorkspaceManager(project_root=project_root).get_run_dir(config_name)
+
+
+def _resolve_runtime_config(args) -> dict:
+    """Merge env defaults with run-scoped bootstrap config."""
+    project_root = Path(__file__).resolve().parents[1]
+    return resolve_runtime_config(
+        project_root=project_root,
+        config_name=args.config_name,
+        enable_memory=args.enable_memory,
+    )
 
 
 def create_long_term_memory(agent_name: str, config_name: str):
@@ -45,7 +66,7 @@ def create_long_term_memory(agent_name: str, config_name: str):
         logger.warning("MEMORY_API_KEY not set, long-term memory disabled")
         return None
 
-    memory_dir = str(Path(config_name) / "memory")
+    memory_dir = str(_get_run_dir(config_name) / "memory")
 
     return ReMeTaskLongTermMemory(
         agent_name=agent_name,
@@ -84,11 +105,31 @@ def create_agents(
     """
     analysts = []
     long_term_memories = []
+    workspace_manager = WorkspaceManager()
+    workspace_manager.initialize_default_assets(
+        config_name=config_name,
+        agent_ids=list(ANALYST_TYPES.keys())
+        + ["risk_manager", "portfolio_manager"],
+        analyst_personas=_prompt_loader.load_yaml_config("analyst", "personas"),
+    )
+    profiles = load_agent_profiles()
+    skills_manager = SkillsManager()
+    active_skill_map = skills_manager.prepare_active_skills(
+        config_name=config_name,
+        agent_defaults={
+            agent_id: profile.get("skills", [])
+            for agent_id, profile in profiles.items()
+        },
+    )
 
     for analyst_type in ANALYST_TYPES:
         model = get_agent_model(analyst_type)
         formatter = get_agent_formatter(analyst_type)
-        toolkit = create_toolkit(analyst_type)
+        toolkit = create_agent_toolkit(
+            analyst_type,
+            config_name,
+            active_skill_dirs=active_skill_map.get(analyst_type, []),
+        )
 
         long_term_memory = None
         if enable_long_term_memory:
@@ -125,6 +166,11 @@ def create_agents(
         name="risk_manager",
         config={"config_name": config_name},
         long_term_memory=risk_long_term_memory,
+        toolkit=create_agent_toolkit(
+            "risk_manager",
+            config_name,
+            active_skill_dirs=active_skill_map.get("risk_manager", []),
+        ),
     )
 
     pm_long_term_memory = None
@@ -144,44 +190,25 @@ def create_agents(
         margin_requirement=margin_requirement,
         config={"config_name": config_name},
         long_term_memory=pm_long_term_memory,
+        toolkit_factory=create_agent_toolkit,
+        toolkit_factory_kwargs={
+            "active_skill_dirs": active_skill_map.get(
+                "portfolio_manager",
+                [],
+            ),
+        },
     )
 
     return analysts, risk_manager, portfolio_manager, long_term_memories
-
-
-def create_toolkit(analyst_type: str):
-    """Create AgentScope Toolkit with tools for specific analyst type"""
-    from agentscope.tool import Toolkit
-    from backend.agents.prompt_loader import PromptLoader
-    from backend.tools.analysis_tools import TOOL_REGISTRY
-
-    # Load analyst persona config
-    prompt_loader = PromptLoader()
-    personas_config = prompt_loader.load_yaml_config("analyst", "personas")
-    persona = personas_config.get(analyst_type, {})
-
-    # Get tool names for this analyst type
-    tool_names = persona.get("tools", [])
-
-    # Create toolkit and register tools
-    toolkit = Toolkit()
-    for tool_name in tool_names:
-        tool_func = TOOL_REGISTRY.get(tool_name)
-        if tool_func:
-            toolkit.register_tool_function(tool_func)
-
-    return toolkit
-
-
 async def run_with_gateway(args):
     """Run with WebSocket gateway"""
     is_backtest = args.mode == "backtest"
+    runtime_config = _resolve_runtime_config(args)
 
-    # Load config from env, override with args
-    tickers = get_env_list("TICKERS", ["AAPL", "MSFT"])
-    initial_cash = get_env_float("INITIAL_CASH", 100000.0)
-    margin_requirement = get_env_float("MARGIN_REQUIREMENT", 0.0)
     config_name = args.config_name
+    tickers = runtime_config["tickers"]
+    initial_cash = runtime_config["initial_cash"]
+    margin_requirement = runtime_config["margin_requirement"]
 
     # Create market service
     market_service = MarketService(
@@ -198,7 +225,7 @@ async def run_with_gateway(args):
 
     # Create storage service
     storage_service = StorageService(
-        dashboard_dir=Path(config_name) / "team_dashboard",
+        dashboard_dir=_get_run_dir(config_name) / "team_dashboard",
         initial_cash=initial_cash,
         config_name=config_name,
     )
@@ -213,7 +240,7 @@ async def run_with_gateway(args):
         config_name=config_name,
         initial_cash=initial_cash,
         margin_requirement=margin_requirement,
-        enable_long_term_memory=args.enable_memory,
+        enable_long_term_memory=runtime_config["enable_memory"],
     )
     portfolio_state = storage_service.load_portfolio_state()
     pm.load_portfolio_state(portfolio_state)
@@ -228,7 +255,7 @@ async def run_with_gateway(args):
         risk_manager=risk_manager,
         portfolio_manager=pm,
         settlement_coordinator=settlement_coordinator,
-        max_comm_cycles=get_env_int("MAX_COMM_CYCLES", 2),
+        max_comm_cycles=runtime_config["max_comm_cycles"],
     )
 
     # Create scheduler callback
@@ -273,6 +300,10 @@ async def run_with_gateway(args):
             "backtest_mode": is_backtest,
             "tickers": tickers,
             "config_name": config_name,
+            "initial_cash": initial_cash,
+            "margin_requirement": margin_requirement,
+            "max_comm_cycles": runtime_config["max_comm_cycles"],
+            "enable_memory": runtime_config["enable_memory"],
         },
     )
 
@@ -307,15 +338,17 @@ def main():
     args = parser.parse_args()
 
     # Load config from env for logging
-    tickers = get_env_list("TICKERS", ["AAPL", "MSFT"])
-    initial_cash = get_env_float("INITIAL_CASH", 100000.0)
+    runtime_config = _resolve_runtime_config(args)
+    tickers = runtime_config["tickers"]
+    initial_cash = runtime_config["initial_cash"]
 
     logger.info("=" * 60)
     logger.info(f"Mode: {args.mode}, Config: {args.config_name}")
     logger.info(f"Tickers: {tickers}")
     logger.info(f"Initial Cash: ${initial_cash:,.2f}")
     logger.info(
-        f"Long-term Memory: {'enabled' if args.enable_memory else 'disabled'}",
+        "Long-term Memory: %s",
+        "enabled" if runtime_config["enable_memory"] else "disabled",
     )
     if args.mode == "backtest":
         if not args.start_date or not args.end_date:

backend/services/gateway.py

@@ -5,12 +5,18 @@ WebSocket Gateway for frontend communication
 import asyncio
 import json
 import logging
-from datetime import datetime
+from datetime import datetime, timedelta
+from pathlib import Path
 from typing import Any, Callable, Dict, List, Optional, Set
 
 import websockets
-from websockets.server import WebSocketServerProtocol
+from websockets.asyncio.server import ServerConnection
 
+from backend.config.bootstrap_config import (
+    resolve_runtime_config,
+    update_bootstrap_values_for_run,
+)
+from backend.data.provider_utils import normalize_symbol
 from backend.utils.msg_adapter import FrontendAdapter
 from backend.utils.terminal_dashboard import get_dashboard
 from backend.core.pipeline import TradingPipeline
@@ -18,6 +24,7 @@ from backend.core.state_sync import StateSync
 from backend.services.market import MarketService
 from backend.services.storage import StorageService
 from backend.data.provider_router import get_provider_router
+from backend.tools.data_tools import get_prices
 
 logger = logging.getLogger(__name__)
 
@@ -51,7 +58,7 @@ class Gateway:
         self.state_sync.set_broadcast_fn(self.broadcast)
         self.pipeline.state_sync = self.state_sync
 
-        self.connected_clients: Set[WebSocketServerProtocol] = set()
+        self.connected_clients: Set[ServerConnection] = set()
         self.lock = asyncio.Lock()
         self._backtest_task: Optional[asyncio.Task] = None
         self._backtest_start_date: Optional[str] = None
@@ -63,6 +70,7 @@ class Gateway:
         self._session_start_portfolio_value: Optional[float] = None
         self._provider_router = get_provider_router()
         self._loop: Optional[asyncio.AbstractEventLoop] = None
+        self._project_root = Path(__file__).resolve().parents[2]
 
     async def start(self, host: str = "0.0.0.0", port: int = 8766):
         """Start gateway server"""
@@ -87,6 +95,7 @@ class Gateway:
         self._dashboard.start()
 
         self.state_sync.load_state()
+        self.market_service.set_price_recorder(self.storage.record_price_point)
         self.state_sync.update_state("status", "running")
         self.state_sync.update_state("server_mode", self.mode)
         self.state_sync.update_state("is_backtest", self.is_backtest)
@@ -94,6 +103,20 @@ class Gateway:
             "is_mock_mode",
             self.config.get("mock_mode", False),
         )
+        self.state_sync.update_state("tickers", self.config.get("tickers", []))
+        self.state_sync.update_state(
+            "runtime_config",
+            {
+                "tickers": self.config.get("tickers", []),
+                "initial_cash": self.config.get(
+                    "initial_cash",
+                    self.storage.initial_cash,
+                ),
+                "margin_requirement": self.config.get("margin_requirement"),
+                "max_comm_cycles": self.config.get("max_comm_cycles"),
+                "enable_memory": self.config.get("enable_memory", False),
+            },
+        )
         self.state_sync.update_state(
             "data_sources",
             self._provider_router.get_usage_snapshot(),
@@ -159,7 +182,7 @@ class Gateway:
     def state(self) -> Dict[str, Any]:
         return self.state_sync.state
 
-    async def handle_client(self, websocket: WebSocketServerProtocol):
+    async def handle_client(self, websocket: ServerConnection):
         """Handle WebSocket client connection"""
         async with self.lock:
             self.connected_clients.add(websocket)
@@ -170,7 +193,7 @@ class Gateway:
         async with self.lock:
             self.connected_clients.discard(websocket)
 
-    async def _send_initial_state(self, websocket: WebSocketServerProtocol):
+    async def _send_initial_state(self, websocket: ServerConnection):
         state_payload = self.state_sync.get_initial_state_payload(
             include_dashboard=True,
         )
@@ -198,7 +221,7 @@ class Gateway:
 
     async def _handle_client_messages(
         self,
-        websocket: WebSocketServerProtocol,
+        websocket: ServerConnection,
     ):
         try:
             async for message in websocket:
@@ -219,12 +242,106 @@ class Gateway:
                     await self._send_initial_state(websocket)
                 elif msg_type == "start_backtest":
                     await self._handle_start_backtest(data)
+                elif msg_type == "reload_runtime_assets":
+                    await self._handle_reload_runtime_assets()
+                elif msg_type == "update_watchlist":
+                    await self._handle_update_watchlist(websocket, data)
+                elif msg_type == "get_stock_history":
+                    await self._handle_get_stock_history(websocket, data)
+                elif msg_type == "get_stock_explain_events":
+                    await self._handle_get_stock_explain_events(websocket, data)
 
         except websockets.ConnectionClosed:
             pass
         except json.JSONDecodeError:
             pass
 
+    async def _handle_get_stock_history(
+        self,
+        websocket: ServerConnection,
+        data: Dict[str, Any],
+    ):
+        ticker = normalize_symbol(data.get("ticker", ""))
+        if not ticker:
+            await websocket.send(
+                json.dumps(
+                    {
+                        "type": "stock_history_loaded",
+                        "ticker": "",
+                        "prices": [],
+                        "source": None,
+                        "error": "invalid ticker",
+                    },
+                    ensure_ascii=False,
+                ),
+            )
+            return
+
+        lookback_days = data.get("lookback_days", 90)
+        try:
+            lookback_days = max(7, min(int(lookback_days), 365))
+        except (TypeError, ValueError):
+            lookback_days = 90
+
+        end_date = self.state_sync.state.get("current_date")
+        if not end_date:
+            end_date = datetime.now().strftime("%Y-%m-%d")
+
+        try:
+            end_dt = datetime.strptime(end_date, "%Y-%m-%d")
+        except ValueError:
+            end_dt = datetime.now()
+            end_date = end_dt.strftime("%Y-%m-%d")
+
+        start_date = (end_dt - timedelta(days=lookback_days)).strftime(
+            "%Y-%m-%d",
+        )
+
+        prices = await asyncio.to_thread(
+            get_prices,
+            ticker,
+            start_date,
+            end_date,
+        )
+        usage_snapshot = self._provider_router.get_usage_snapshot()
+        source = usage_snapshot.get("last_success", {}).get("prices")
+
+        await websocket.send(
+            json.dumps(
+                {
+                    "type": "stock_history_loaded",
+                    "ticker": ticker,
+                    "prices": [price.model_dump() for price in prices][-120:],
+                    "source": source,
+                    "start_date": start_date,
+                    "end_date": end_date,
+                },
+                ensure_ascii=False,
+                default=str,
+            ),
+        )
+
+    async def _handle_get_stock_explain_events(
+        self,
+        websocket: ServerConnection,
+        data: Dict[str, Any],
+    ):
+        ticker = normalize_symbol(data.get("ticker", ""))
+        snapshot = self.storage.runtime_db.get_stock_explain_snapshot(ticker)
+        await websocket.send(
+            json.dumps(
+                {
+                    "type": "stock_explain_events_loaded",
+                    "ticker": ticker,
+                    "events": snapshot.get("events", []),
+                    "signals": snapshot.get("signals", []),
+                    "trades": snapshot.get("trades", []),
+                },
+                ensure_ascii=False,
+                default=str,
+            ),
+        )
+
     async def _handle_start_backtest(self, data: Dict[str, Any]):
         if not self.is_backtest:
             return
@@ -236,6 +353,191 @@ class Gateway:
             task.add_done_callback(self._handle_backtest_exception)
             self._backtest_task = task
 
+    async def _handle_reload_runtime_assets(self):
+        """Reload prompt, skills, and safe runtime config without restart."""
+        config_name = self.config.get("config_name", "default")
+        runtime_config = resolve_runtime_config(
+            project_root=self._project_root,
+            config_name=config_name,
+            enable_memory=self.config.get("enable_memory", False),
+        )
+        result = self.pipeline.reload_runtime_assets(runtime_config=runtime_config)
+        runtime_updates = self._apply_runtime_config(runtime_config)
+        await self.state_sync.on_system_message(
+            "Runtime assets reloaded.",
+        )
+        await self.broadcast(
+            {
+                "type": "runtime_assets_reloaded",
+                **result,
+                **runtime_updates,
+            },
+        )
+
+    async def _handle_update_watchlist(
+        self,
+        websocket: ServerConnection,
+        data: Dict[str, Any],
+    ) -> None:
+        """Persist a new watchlist to BOOTSTRAP.md and hot-reload it."""
+        tickers = self._normalize_watchlist(data.get("tickers"))
+        if not tickers:
+            await websocket.send(
+                json.dumps(
+                    {
+                        "type": "error",
+                        "message": "update_watchlist requires at least one valid ticker.",
+                    },
+                    ensure_ascii=False,
+                ),
+            )
+            return
+
+        config_name = self.config.get("config_name", "default")
+        update_bootstrap_values_for_run(
+            project_root=self._project_root,
+            config_name=config_name,
+            updates={"tickers": tickers},
+        )
+        await self.state_sync.on_system_message(
+            f"Watchlist updated: {', '.join(tickers)}",
+        )
+        await self.broadcast(
+            {
+                "type": "watchlist_updated",
+                "config_name": config_name,
+                "tickers": tickers,
+            },
+        )
+        await self._handle_reload_runtime_assets()
+
+    @staticmethod
+    def _normalize_watchlist(raw_tickers: Any) -> List[str]:
+        """Parse watchlist payloads from websocket messages."""
+        if raw_tickers is None:
+            return []
+
+        if isinstance(raw_tickers, str):
+            candidates = raw_tickers.split(",")
+        elif isinstance(raw_tickers, list):
+            candidates = raw_tickers
+        else:
+            candidates = [raw_tickers]
+
+        tickers: List[str] = []
+        for candidate in candidates:
+            symbol = normalize_symbol(str(candidate).strip().strip("\"'"))
+            if symbol and symbol not in tickers:
+                tickers.append(symbol)
+        return tickers
+
+    def _apply_runtime_config(
+        self,
+        runtime_config: Dict[str, Any],
+    ) -> Dict[str, Any]:
+        """Apply runtime config to gateway-owned services and state."""
+        warnings: List[str] = []
+
+        ticker_changes = self.market_service.update_tickers(
+            runtime_config.get("tickers", []),
+        )
+        self.config["tickers"] = ticker_changes["active"]
+
+        self.pipeline.max_comm_cycles = int(runtime_config["max_comm_cycles"])
+        self.config["max_comm_cycles"] = self.pipeline.max_comm_cycles
+
+        pm_apply_result = self.pipeline.pm.apply_runtime_portfolio_config(
+            margin_requirement=runtime_config["margin_requirement"],
+        )
+        self.config["margin_requirement"] = self.pipeline.pm.portfolio.get(
+            "margin_requirement",
+            runtime_config["margin_requirement"],
+        )
+
+        requested_initial_cash = float(runtime_config["initial_cash"])
+        current_initial_cash = float(self.storage.initial_cash)
+        initial_cash_applied = requested_initial_cash == current_initial_cash
+        if not initial_cash_applied:
+            if (
+                self.storage.can_apply_initial_cash()
+                and self.pipeline.pm.can_apply_initial_cash()
+            ):
+                initial_cash_applied = self.storage.apply_initial_cash(
+                    requested_initial_cash,
+                )
+                if initial_cash_applied:
+                    self.pipeline.pm.apply_runtime_portfolio_config(
+                        initial_cash=requested_initial_cash,
+                    )
+                    self.config["initial_cash"] = self.storage.initial_cash
+            else:
+                warnings.append(
+                    "initial_cash changed in BOOTSTRAP.md but was not applied "
+                    "because the run already has positions, margin usage, or trades.",
+                )
+
+        requested_enable_memory = bool(runtime_config["enable_memory"])
+        current_enable_memory = bool(self.config.get("enable_memory", False))
+        if requested_enable_memory != current_enable_memory:
+            warnings.append(
+                "enable_memory changed in BOOTSTRAP.md but still requires a restart "
+                "because long-term memory contexts are created at startup.",
+            )
+
+        self._sync_runtime_state()
+
+        return {
+            "runtime_config_requested": runtime_config,
+            "runtime_config_applied": {
+                "tickers": list(self.config.get("tickers", [])),
+                "initial_cash": self.storage.initial_cash,
+                "margin_requirement": self.config["margin_requirement"],
+                "max_comm_cycles": self.config["max_comm_cycles"],
+                "enable_memory": self.config.get("enable_memory", False),
+            },
+            "runtime_config_status": {
+                "tickers": True,
+                "initial_cash": initial_cash_applied,
+                "margin_requirement": pm_apply_result["margin_requirement"],
+                "max_comm_cycles": True,
+                "enable_memory": requested_enable_memory == current_enable_memory,
+            },
+            "ticker_changes": ticker_changes,
+            "runtime_config_warnings": warnings,
+        }
+
+    def _sync_runtime_state(self) -> None:
+        """Refresh persisted state and dashboard after runtime config changes."""
+        self.state_sync.update_state("tickers", self.config.get("tickers", []))
+        self.state_sync.update_state(
+            "runtime_config",
+            {
+                "tickers": self.config.get("tickers", []),
+                "initial_cash": self.storage.initial_cash,
+                "margin_requirement": self.config.get("margin_requirement"),
+                "max_comm_cycles": self.config.get("max_comm_cycles"),
+                "enable_memory": self.config.get("enable_memory", False),
+            },
+        )
+
+        self.storage.update_server_state_from_dashboard(self.state_sync.state)
+        self.state_sync.save_state()
+
+        self._dashboard.tickers = list(self.config.get("tickers", []))
+        self._dashboard.initial_cash = self.storage.initial_cash
+        self._dashboard.enable_memory = bool(
+            self.config.get("enable_memory", False),
+        )
+
+        summary = self.storage.load_file("summary") or {}
+        holdings = self.storage.load_file("holdings") or []
+        trades = self.storage.load_file("trades") or []
+        self._dashboard.update(
+            portfolio=summary,
+            holdings=holdings,
+            trades=trades,
+        )
+
     async def broadcast(self, message: Dict[str, Any]):
         """Broadcast message to all connected clients"""
         if not self.connected_clients:
@@ -254,7 +556,7 @@ class Gateway:
 
     async def _send_to_client(
         self,
-        client: WebSocketServerProtocol,
+        client: ServerConnection,
         message: str,
     ):
         try:

backend/services/market.py

@@ -54,6 +54,7 @@ class MarketService:
         self.running = False
         self._loop: Optional[asyncio.AbstractEventLoop] = None
         self._broadcast_func: Optional[Callable] = None
+        self._price_record_func: Optional[Callable[..., None]] = None
         self._price_manager: Optional[Any] = None
         self._current_date: Optional[str] = None
 
@@ -92,6 +93,10 @@ class MarketService:
             f"Market service started: {self.mode_name}, tickers={self.tickers}",  # noqa: E501
         )
 
+    def set_price_recorder(self, recorder: Optional[Callable[..., None]]):
+        """Register an optional callback for persisting runtime price points."""
+        self._price_record_func = recorder
+
     def _make_price_callback(self) -> Callable:
         """Create thread-safe price callback"""
 
@@ -169,6 +174,24 @@ class MarketService:
             ((price - open_price) / open_price) * 100 if open_price > 0 else 0
         )
 
+        if self._price_record_func:
+            try:
+                self._price_record_func(
+                    ticker=symbol,
+                    timestamp=str(price_data.get("timestamp") or datetime.now().isoformat()),
+                    price=float(price),
+                    open_price=float(open_price) if open_price is not None else None,
+                    ret=float(ret),
+                    source=self.mode_name.lower(),
+                    meta=price_data,
+                )
+            except Exception as exc:
+                logger.warning(
+                    "Failed to record price point for %s: %s",
+                    symbol,
+                    exc,
+                )
+
         await self._broadcast_func(
             {
                 "type": "price_update",
@@ -205,6 +228,43 @@ class MarketService:
         self._loop = None
         self._broadcast_func = None
 
+    def update_tickers(self, tickers: List[str]) -> Dict[str, List[str]]:
+        """Hot-update subscribed tickers without restarting the service."""
+        normalized: List[str] = []
+        for ticker in tickers:
+            symbol = normalize_symbol(ticker)
+            if symbol and symbol not in normalized:
+                normalized.append(symbol)
+
+        previous = list(self.tickers)
+        removed = [ticker for ticker in previous if ticker not in normalized]
+        added = [ticker for ticker in normalized if ticker not in previous]
+        self.tickers = normalized
+
+        if self._price_manager:
+            if removed:
+                self._price_manager.unsubscribe(removed)
+            if added:
+                if self.mock_mode:
+                    self._price_manager.subscribe(
+                        added,
+                        base_prices={ticker: 100.0 for ticker in added},
+                    )
+                else:
+                    self._price_manager.subscribe(added)
+
+            if self.backtest_mode and self._current_date:
+                self._price_manager.set_date(self._current_date)
+
+        for ticker in removed:
+            self.cache.pop(ticker, None)
+
+        return {
+            "added": added,
+            "removed": removed,
+            "active": list(self.tickers),
+        }
+
     # Backtest methods
     def set_backtest_date(self, date: str):
         """Set current backtest date"""

backend/services/runtime_db.py

@@ -0,0 +1,388 @@
+# -*- coding: utf-8 -*-
+"""Run-scoped SQLite storage for query-oriented runtime history."""
+
+from __future__ import annotations
+
+import hashlib
+import json
+import sqlite3
+from pathlib import Path
+from typing import Any, Dict, Iterable, Optional
+
+
+SCHEMA = """
+CREATE TABLE IF NOT EXISTS events (
+    id TEXT PRIMARY KEY,
+    event_type TEXT NOT NULL,
+    timestamp TEXT,
+    agent_id TEXT,
+    agent_name TEXT,
+    ticker TEXT,
+    title TEXT,
+    content TEXT,
+    payload_json TEXT NOT NULL,
+    run_date TEXT
+);
+CREATE INDEX IF NOT EXISTS idx_events_type_time ON events(event_type, timestamp DESC);
+CREATE INDEX IF NOT EXISTS idx_events_ticker_time ON events(ticker, timestamp DESC);
+
+CREATE TABLE IF NOT EXISTS trades (
+    id TEXT PRIMARY KEY,
+    ticker TEXT NOT NULL,
+    side TEXT,
+    qty REAL,
+    price REAL,
+    timestamp TEXT,
+    trading_date TEXT,
+    agent_id TEXT,
+    meta_json TEXT
+);
+CREATE INDEX IF NOT EXISTS idx_trades_ticker_time ON trades(ticker, timestamp DESC);
+
+CREATE TABLE IF NOT EXISTS signals (
+    id TEXT PRIMARY KEY,
+    ticker TEXT NOT NULL,
+    agent_id TEXT,
+    agent_name TEXT,
+    role TEXT,
+    signal TEXT,
+    confidence REAL,
+    reasoning_json TEXT,
+    real_return REAL,
+    is_correct TEXT,
+    trade_date TEXT,
+    created_at TEXT,
+    meta_json TEXT
+);
+CREATE INDEX IF NOT EXISTS idx_signals_ticker_date ON signals(ticker, trade_date DESC);
+CREATE INDEX IF NOT EXISTS idx_signals_agent_date ON signals(agent_id, trade_date DESC);
+
+CREATE TABLE IF NOT EXISTS price_points (
+    id TEXT PRIMARY KEY,
+    ticker TEXT NOT NULL,
+    timestamp TEXT NOT NULL,
+    price REAL NOT NULL,
+    open_price REAL,
+    ret REAL,
+    source TEXT,
+    meta_json TEXT
+);
+CREATE INDEX IF NOT EXISTS idx_price_points_ticker_time ON price_points(ticker, timestamp DESC);
+"""
+
+
+def _json_dumps(value: Any) -> str:
+    return json.dumps(value, ensure_ascii=False, sort_keys=True, default=str)
+
+
+def _hash_key(*parts: Any) -> str:
+    raw = "::".join("" if part is None else str(part) for part in parts)
+    return hashlib.sha1(raw.encode("utf-8")).hexdigest()
+
+
+class RuntimeDb:
+    """Small SQLite helper for append-mostly runtime data."""
+
+    def __init__(self, db_path: Path):
+        self.db_path = Path(db_path)
+        self.db_path.parent.mkdir(parents=True, exist_ok=True)
+        self._init_db()
+
+    def _connect(self) -> sqlite3.Connection:
+        conn = sqlite3.connect(self.db_path)
+        conn.row_factory = sqlite3.Row
+        conn.execute("PRAGMA journal_mode=WAL")
+        conn.execute("PRAGMA foreign_keys=ON")
+        return conn
+
+    def _init_db(self):
+        with self._connect() as conn:
+            conn.executescript(SCHEMA)
+
+    def insert_event(self, event: Dict[str, Any]):
+        payload = dict(event or {})
+        if not payload:
+            return
+
+        event_id = payload.get("id") or _hash_key(
+            payload.get("type"),
+            payload.get("timestamp"),
+            payload.get("agentId") or payload.get("agent_id"),
+            payload.get("content"),
+            payload.get("title"),
+        )
+        ticker = payload.get("ticker")
+        if not ticker and isinstance(payload.get("tickers"), list) and len(payload["tickers"]) == 1:
+            ticker = payload["tickers"][0]
+
+        with self._connect() as conn:
+            conn.execute(
+                """
+                INSERT OR IGNORE INTO events
+                (id, event_type, timestamp, agent_id, agent_name, ticker, title, content, payload_json, run_date)
+                VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+                """,
+                (
+                    event_id,
+                    payload.get("type"),
+                    payload.get("timestamp"),
+                    payload.get("agentId") or payload.get("agent_id"),
+                    payload.get("agentName") or payload.get("agent_name"),
+                    ticker,
+                    payload.get("title"),
+                    payload.get("content"),
+                    _json_dumps(payload),
+                    payload.get("date") or payload.get("trading_date") or payload.get("run_date"),
+                ),
+            )
+
+    def upsert_trade(self, trade: Dict[str, Any]):
+        payload = dict(trade or {})
+        if not payload:
+            return
+
+        trade_id = payload.get("id") or _hash_key(
+            payload.get("ticker"),
+            payload.get("timestamp") or payload.get("ts"),
+            payload.get("side"),
+            payload.get("qty"),
+            payload.get("price"),
+        )
+        with self._connect() as conn:
+            conn.execute(
+                """
+                INSERT OR REPLACE INTO trades
+                (id, ticker, side, qty, price, timestamp, trading_date, agent_id, meta_json)
+                VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
+                """,
+                (
+                    trade_id,
+                    payload.get("ticker"),
+                    payload.get("side"),
+                    payload.get("qty"),
+                    payload.get("price"),
+                    payload.get("timestamp") or payload.get("ts"),
+                    payload.get("trading_date"),
+                    payload.get("agentId") or payload.get("agent_id"),
+                    _json_dumps(payload),
+                ),
+            )
+
+    def upsert_signal(self, signal: Dict[str, Any], *, agent_id: str, agent_name: str, role: str):
+        payload = dict(signal or {})
+        ticker = payload.get("ticker")
+        if not ticker:
+            return
+
+        signal_id = _hash_key(
+            agent_id,
+            ticker,
+            payload.get("date"),
+            payload.get("signal"),
+            payload.get("confidence"),
+        )
+        with self._connect() as conn:
+            conn.execute(
+                """
+                INSERT OR REPLACE INTO signals
+                (id, ticker, agent_id, agent_name, role, signal, confidence, reasoning_json,
+                 real_return, is_correct, trade_date, created_at, meta_json)
+                VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+                """,
+                (
+                    signal_id,
+                    ticker,
+                    agent_id,
+                    agent_name,
+                    role,
+                    payload.get("signal"),
+                    payload.get("confidence"),
+                    _json_dumps(payload.get("reasoning")),
+                    payload.get("real_return"),
+                    None if payload.get("is_correct") is None else str(payload.get("is_correct")),
+                    payload.get("date"),
+                    payload.get("created_at") or payload.get("date"),
+                    _json_dumps(payload),
+                ),
+            )
+
+    def replace_signals_for_leaderboard(self, leaderboard: Iterable[Dict[str, Any]]):
+        with self._connect() as conn:
+            conn.execute("DELETE FROM signals")
+            for agent in leaderboard:
+                agent_id = agent.get("agentId")
+                agent_name = agent.get("name")
+                role = agent.get("role")
+                for signal in agent.get("signals", []) or []:
+                    payload = dict(signal or {})
+                    ticker = payload.get("ticker")
+                    if not ticker:
+                        continue
+                    signal_id = _hash_key(
+                        agent_id,
+                        ticker,
+                        payload.get("date"),
+                        payload.get("signal"),
+                        payload.get("confidence"),
+                    )
+                    conn.execute(
+                        """
+                        INSERT INTO signals
+                        (id, ticker, agent_id, agent_name, role, signal, confidence, reasoning_json,
+                         real_return, is_correct, trade_date, created_at, meta_json)
+                        VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+                        """,
+                        (
+                            signal_id,
+                            ticker,
+                            agent_id,
+                            agent_name,
+                            role,
+                            payload.get("signal"),
+                            payload.get("confidence"),
+                            _json_dumps(payload.get("reasoning")),
+                            payload.get("real_return"),
+                            None if payload.get("is_correct") is None else str(payload.get("is_correct")),
+                            payload.get("date"),
+                            payload.get("created_at") or payload.get("date"),
+                            _json_dumps(payload),
+                        ),
+                    )
+
+    def insert_price_point(
+        self,
+        *,
+        ticker: str,
+        timestamp: str,
+        price: float,
+        open_price: Optional[float] = None,
+        ret: Optional[float] = None,
+        source: Optional[str] = None,
+        meta: Optional[Dict[str, Any]] = None,
+    ):
+        price_id = _hash_key(ticker, timestamp, price, open_price, ret)
+        with self._connect() as conn:
+            conn.execute(
+                """
+                INSERT OR IGNORE INTO price_points
+                (id, ticker, timestamp, price, open_price, ret, source, meta_json)
+                VALUES (?, ?, ?, ?, ?, ?, ?, ?)
+                """,
+                (
+                    price_id,
+                    ticker,
+                    timestamp,
+                    price,
+                    open_price,
+                    ret,
+                    source,
+                    _json_dumps(meta or {}),
+                ),
+            )
+
+    def get_stock_explain_snapshot(
+        self,
+        ticker: str,
+        *,
+        limit_events: int = 24,
+        limit_trades: int = 12,
+        limit_signals: int = 12,
+    ) -> Dict[str, list[Dict[str, Any]]]:
+        """Fetch query-oriented history for a single ticker."""
+        symbol = str(ticker or "").strip().upper()
+        if not symbol:
+            return {"events": [], "trades": [], "signals": []}
+
+        with self._connect() as conn:
+            trade_rows = conn.execute(
+                """
+                SELECT * FROM trades
+                WHERE ticker = ?
+                ORDER BY timestamp DESC
+                LIMIT ?
+                """,
+                (symbol, limit_trades),
+            ).fetchall()
+            signal_rows = conn.execute(
+                """
+                SELECT * FROM signals
+                WHERE ticker = ?
+                ORDER BY trade_date DESC, created_at DESC
+                LIMIT ?
+                """,
+                (symbol, limit_signals),
+            ).fetchall()
+            event_rows = conn.execute(
+                """
+                SELECT * FROM events
+                WHERE payload_json LIKE ? OR content LIKE ? OR title LIKE ? OR ticker = ?
+                ORDER BY timestamp DESC
+                LIMIT ?
+                """,
+                (f"%{symbol}%", f"%{symbol}%", f"%{symbol}%", symbol, limit_events * 3),
+            ).fetchall()
+
+        normalized_events = []
+        seen_event_ids: set[str] = set()
+        for row in event_rows:
+            payload = json.loads(row["payload_json"]) if row["payload_json"] else {}
+            content = str(row["content"] or payload.get("content") or "")
+            title = str(row["title"] or payload.get("title") or "")
+            if symbol not in f"{title} {content}".upper() and str(row["ticker"] or "").upper() != symbol:
+                continue
+            event_id = row["id"]
+            if event_id in seen_event_ids:
+                continue
+            seen_event_ids.add(event_id)
+            normalized_events.append(
+                {
+                    "id": event_id,
+                    "type": "mention",
+                    "timestamp": row["timestamp"],
+                    "title": title or f"{row['agent_name'] or '未知角色'}提及 {symbol}",
+                    "meta": payload.get("conferenceTitle")
+                    or payload.get("feedType")
+                    or row["event_type"],
+                    "body": content,
+                    "tone": "neutral",
+                    "agent": row["agent_name"] or payload.get("agentName") or payload.get("agent"),
+                },
+            )
+            if len(normalized_events) >= limit_events:
+                break
+
+        normalized_trades = [
+            {
+                "id": row["id"],
+                "type": "trade",
+                "timestamp": row["timestamp"],
+                "title": f"{row['side']} {int(row['qty'] or 0)} 股",
+                "meta": "交易执行",
+                "body": f"成交价 ${float(row['price'] or 0):.2f}",
+                "tone": "positive" if row["side"] == "LONG" else "negative" if row["side"] == "SHORT" else "neutral",
+            }
+            for row in trade_rows
+        ]
+
+        normalized_signals = [
+            {
+                "id": row["id"],
+                "type": "signal",
+                "timestamp": f"{row['trade_date']}T08:00:00" if row["trade_date"] else row["created_at"],
+                "title": f"{row['agent_name']} 给出{row['signal'] or '中性'}信号",
+                "meta": row["role"],
+                "body": (
+                    f"后验收益 {float(row['real_return']) * 100:+.2f}%"
+                    if row["real_return"] is not None
+                    else "该信号暂未完成后验评估"
+                ),
+                "tone": "positive" if str(row["signal"] or "").lower() in {"bullish", "buy", "long"} else "negative" if str(row["signal"] or "").lower() in {"bearish", "sell", "short"} else "neutral",
+            }
+            for row in signal_rows
+        ]
+
+        return {
+            "events": normalized_events,
+            "trades": normalized_trades,
+            "signals": normalized_signals,
+        }

backend/services/storage.py

@@ -10,6 +10,8 @@ from datetime import datetime
 from pathlib import Path
 from typing import Any, Dict, List, Optional
 
+from .runtime_db import RuntimeDb
+
 logger = logging.getLogger(__name__)
 
 
@@ -61,6 +63,7 @@ class StorageService:
         self.state_dir = self.dashboard_dir.parent / "state"
         self.state_dir.mkdir(parents=True, exist_ok=True)
         self.server_state_file = self.state_dir / "server_state.json"
+        self.runtime_db = RuntimeDb(self.state_dir / "runtime.db")
 
         # Feed history (for agent messages)
         self.max_feed_history = 200
@@ -114,6 +117,11 @@ class StorageService:
         try:
             with open(file_path, "w", encoding="utf-8") as f:
                 json.dump(data, f, indent=2, ensure_ascii=False)
+            if file_type == "leaderboard" and isinstance(data, list):
+                self.runtime_db.replace_signals_for_leaderboard(data)
+            elif file_type == "trades" and isinstance(data, list):
+                for trade in data:
+                    self.runtime_db.upsert_trade(trade)
         except Exception as e:
             logger.error(f"Failed to save {file_type}.json: {e}")
 
@@ -211,6 +219,7 @@ class StorageService:
         try:
             with open(self.internal_state_file, "w", encoding="utf-8") as f:
                 json.dump(state, f, indent=2, ensure_ascii=False)
+            self._sync_price_history_to_db(state.get("price_history", {}))
         except Exception as e:
             logger.error(f"Failed to save internal state: {e}")
 
@@ -231,6 +240,41 @@ class StorageService:
             "margin_requirement": 0.25,  # Default 25% margin requirement
         }
 
+    @staticmethod
+    def _portfolio_is_pristine(portfolio_state: Dict[str, Any]) -> bool:
+        """Return whether the persisted portfolio can be safely rebased."""
+        positions = portfolio_state.get("positions", {})
+        has_positions = any(
+            position.get("long", 0) or position.get("short", 0)
+            for position in positions.values()
+        )
+        margin_used = float(portfolio_state.get("margin_used", 0.0) or 0.0)
+        return not has_positions and margin_used == 0.0
+
+    def can_apply_initial_cash(self) -> bool:
+        """Only allow initial cash changes before the run has traded."""
+        state = self.load_internal_state()
+        if not self._portfolio_is_pristine(state.get("portfolio_state", {})):
+            return False
+        if state.get("all_trades"):
+            return False
+        return len(state.get("equity_history", [])) <= 1
+
+    def apply_initial_cash(self, initial_cash: float) -> bool:
+        """Rebase storage state to a new initial cash when the run is pristine."""
+        if not self.can_apply_initial_cash():
+            return False
+
+        self.initial_cash = float(initial_cash)
+        if self.internal_state_file.exists():
+            self.internal_state_file.unlink()
+
+        self.initialize_empty_dashboard()
+        state = self.load_server_state()
+        self.update_server_state_from_dashboard(state)
+        self.save_server_state(state)
+        return True
+
     def save_portfolio_state(self, portfolio: Dict[str, Any]):
         """
         Save portfolio state to internal state
@@ -750,6 +794,7 @@ class StorageService:
             "last_day_history": [],
             "trading_days_total": 0,
             "trading_days_completed": 0,
+            "price_history": {},
         }
 
         if not self.server_state_file.exists():
@@ -771,6 +816,11 @@ class StorageService:
         )
         logger.info(f"Trades: {len(saved_state.get('trades', []))} records")
 
+        for event in saved_state.get("feed_history", []):
+            self.runtime_db.insert_event(event)
+        for trade in saved_state.get("trades", []):
+            self.runtime_db.upsert_trade(trade)
+
         return saved_state
 
     def save_server_state(self, state: Dict[str, Any]):
@@ -852,6 +902,7 @@ class StorageService:
             state["feed_history"] = []
 
         state["feed_history"].insert(0, feed_msg)
+        self.runtime_db.insert_event(feed_msg)
 
         # Trim to max size
         if len(state["feed_history"]) > self.max_feed_history:
@@ -861,6 +912,69 @@ class StorageService:
 
         return True
 
+    def record_price_point(
+        self,
+        *,
+        ticker: str,
+        timestamp: str,
+        price: float,
+        open_price: Optional[float] = None,
+        ret: Optional[float] = None,
+        source: Optional[str] = None,
+        meta: Optional[Dict[str, Any]] = None,
+    ):
+        """Persist a runtime price point for later query-oriented reads."""
+        if not ticker or not timestamp:
+            return
+        try:
+            self.runtime_db.insert_price_point(
+                ticker=ticker,
+                timestamp=timestamp,
+                price=price,
+                open_price=open_price,
+                ret=ret,
+                source=source,
+                meta=meta,
+            )
+        except Exception as exc:
+            logger.warning("Failed to record price point for %s: %s", ticker, exc)
+
+    def _sync_price_history_to_db(self, price_history: Dict[str, Any]):
+        """Backfill structured price points from serialized internal state."""
+        if not isinstance(price_history, dict):
+            return
+        for ticker, points in price_history.items():
+            if not ticker or not isinstance(points, list):
+                continue
+            for point in points:
+                if isinstance(point, (list, tuple)) and len(point) >= 2:
+                    timestamp, price = point[0], point[1]
+                    try:
+                        self.record_price_point(
+                            ticker=str(ticker),
+                            timestamp=str(timestamp),
+                            price=float(price),
+                        )
+                    except (TypeError, ValueError):
+                        continue
+                elif isinstance(point, dict):
+                    timestamp = point.get("timestamp") or point.get("label") or point.get("date")
+                    price = point.get("price") or point.get("close") or point.get("value")
+                    if not timestamp or price is None:
+                        continue
+                    try:
+                        self.record_price_point(
+                            ticker=str(ticker),
+                            timestamp=str(timestamp),
+                            price=float(price),
+                            open_price=point.get("open"),
+                            ret=point.get("ret"),
+                            source=point.get("source"),
+                            meta=point,
+                        )
+                    except (TypeError, ValueError):
+                        continue
+
     def _get_default_stats(self) -> Dict[str, Any]:
         """Get default stats structure"""
         return {
@@ -889,6 +1003,7 @@ class StorageService:
         stats = self.load_file("stats") or self._get_default_stats()
         trades = self.load_file("trades") or []
         leaderboard = self.load_file("leaderboard") or []
+        internal_state = self.load_internal_state()
 
         # Update state
         state["portfolio"] = {
@@ -910,6 +1025,9 @@ class StorageService:
         state["stats"] = stats
         state["trades"] = trades
         state["leaderboard"] = leaderboard
+        state["price_history"] = internal_state.get("price_history", {})
+        self.runtime_db.replace_signals_for_leaderboard(leaderboard)
+        self._sync_price_history_to_db(state["price_history"])
 
     # ========== Live Returns Tracking ==========
 

backend/skills/builtin/fundamental_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: fundamental_review
+description: Review a company from a fundamentals-first perspective before issuing a trading signal.
+---
+
+# Fundamental Review
+
+Use this skill when the task requires judging business quality, balance-sheet strength, profitability, or long-term earnings durability.
+
+## Workflow
+
+1. Check profitability, growth, financial health, and efficiency before forming a conclusion.
+2. Separate durable business quality from short-term noise.
+3. State what would invalidate the thesis.
+4. End with a clear signal, confidence, and the main drivers behind that signal.
+
+## Guardrails
+
+- Do not rely on one metric in isolation.
+- Call out missing data explicitly.
+- Prefer conservative conclusions when financial quality is mixed.

backend/skills/builtin/portfolio_decisioning/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: portfolio_decisioning
+description: Synthesize analyst inputs and risk feedback into explicit portfolio decisions.
+---
+
+# Portfolio Decisioning
+
+Use this skill when you are responsible for converting team analysis into final trades.
+
+## Workflow
+
+1. Read analyst conclusions and risk warnings before acting.
+2. Evaluate the current portfolio, cash, and margin constraints.
+3. Record one explicit decision per ticker using the decision tool.
+4. Summarize the portfolio-level rationale after all decisions are recorded.
+
+## Guardrails
+
+- Position sizing must respect capital and margin limits.
+- Prefer smaller size when analyst conviction and risk signals disagree.
+- Do not leave a ticker undecided when the task expects a full slate of decisions.

backend/skills/builtin/risk_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: risk_review
+description: Assess portfolio and market risks before final position sizing and execution.
+---
+
+# Risk Review
+
+Use this skill when you must identify concentration, volatility, leverage, and scenario risks.
+
+## Workflow
+
+1. Review the proposed exposure by ticker and theme.
+2. Identify concentration, volatility, liquidity, and leverage concerns.
+3. Rank warnings by severity.
+4. Translate risk findings into concrete limits or cautions for the portfolio manager.
+
+## Guardrails
+
+- Focus on actionable risk controls.
+- Quantify limits when the available data supports it.
+- Distinguish fatal blockers from manageable risks.

backend/skills/builtin/sentiment_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: sentiment_review
+description: Analyze news flow, market psychology, and insider behavior for catalyst-driven signals.
+---
+
+# Sentiment Review
+
+Use this skill when the task depends on recent catalysts, news tone, or behavioral market signals.
+
+## Workflow
+
+1. Review recent news and identify the dominant narrative.
+2. Check insider activity for confirming or conflicting signals.
+3. Separate durable sentiment shifts from transient noise.
+4. Explain how sentiment changes the near-term trade outlook.
+
+## Guardrails
+
+- Do not confuse attention with conviction.
+- Highlight when sentiment is strong but unsupported by fundamentals.
+- Be explicit about catalyst timing risk.

backend/skills/builtin/technical_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: technical_review
+description: Evaluate price action, momentum, and volatility to judge timing and market regime.
+---
+
+# Technical Review
+
+Use this skill when the task is sensitive to entry timing, trend quality, or short-term market structure.
+
+## Workflow
+
+1. Assess trend direction and strength.
+2. Check momentum and mean-reversion conditions.
+3. Review volatility before making aggressive recommendations.
+4. Convert the setup into a trading view with explicit risk awareness.
+
+## Guardrails
+
+- Distinguish trend continuation from overshoot.
+- Avoid strong conviction when signals conflict.
+- Treat volatility as a sizing input, not only a directional input.

backend/skills/builtin/valuation_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: valuation_review
+description: Estimate fair value and margin of safety using multiple valuation lenses.
+---
+
+# Valuation Review
+
+Use this skill when the task requires determining whether a stock is cheap, expensive, or fairly priced.
+
+## Workflow
+
+1. Use more than one valuation method when possible.
+2. Compare intrinsic value estimates with current market pricing.
+3. Explain the key assumptions behind the valuation view.
+4. State the margin of safety and what could compress or expand it.
+
+## Guardrails
+
+- Treat valuation as a range, not a single precise number.
+- Call out assumption sensitivity.
+- Avoid high-confidence calls when inputs are sparse or unstable.

backend/skills/customized/.gitkeep

@@ -0,0 +1 @@
+

backend/tools/analysis_tools.py

@@ -7,6 +7,7 @@ Returns human-readable text format for easy LLM consumption.
 """
 # flake8: noqa: E501
 # pylint: disable=C0301,W0613
+import ast
 import json
 import logging
 import traceback
@@ -20,6 +21,7 @@ import pandas as pd
 from agentscope.message import TextBlock
 from agentscope.tool import ToolResponse
 
+from backend.data.provider_utils import normalize_symbol
 from backend.tools.data_tools import (
     get_company_news,
     get_financial_metrics,
@@ -53,6 +55,16 @@ def _parse_tickers(tickers: Union[str, List[str], None]) -> List[str]:
     Returns:
         List of stock tickers.
     """
+    def _sanitize(values: List[object]) -> List[str]:
+        cleaned: List[str] = []
+        for value in values:
+            if value is None:
+                continue
+            symbol = normalize_symbol(str(value).strip().strip("\"'"))
+            if symbol and symbol not in cleaned:
+                cleaned.append(symbol)
+        return cleaned
+
     if tickers is None:
         return []
 
@@ -60,17 +72,22 @@ def _parse_tickers(tickers: Union[str, List[str], None]) -> List[str]:
         try:
             parsed = json.loads(tickers)
             if isinstance(parsed, list):
-                return parsed
-            # If it's a single string, wrap in list
-            return [parsed]
+                return _sanitize(parsed)
+            return _sanitize([parsed])
         except json.JSONDecodeError:
-            # If not valid JSON, treat as comma-separated string
-            return [t.strip() for t in tickers.split(",") if t.strip()]
+            try:
+                parsed = ast.literal_eval(tickers)
+                if isinstance(parsed, list):
+                    return _sanitize(parsed)
+                return _sanitize([parsed])
+            except (SyntaxError, ValueError):
+                pass
+            return _sanitize(tickers.split(","))
 
     if isinstance(tickers, list):
-        return tickers
+        return _sanitize(tickers)
 
-    return []
+    return _sanitize([tickers])
 
 
 def _safe_float(value, default=0.0) -> float:
@@ -350,6 +367,7 @@ def get_financial_metrics_tool(
     """
 
     current_date = _resolved_date(current_date)
+    tickers = _parse_tickers(tickers)
     lines = [
         f"=== Comprehensive Financial Metrics ({current_date}, {period}) ===\n",
     ]

backend/tools/data_tools.py

@@ -96,13 +96,19 @@ def get_prices(
         list[Price]: List of Price objects
     """
     ticker = normalize_symbol(ticker)
+    if not ticker:
+        return []
     cached_sources = _router.price_sources()
     for source in cached_sources:
         cache_key = f"{ticker}_{start_date}_{end_date}_{source}"
         if cached_data := _cache.get_prices(cache_key):
             return [Price(**price) for price in cached_data]
 
-    prices, data_source = _router.get_prices(ticker, start_date, end_date)
+    try:
+        prices, data_source = _router.get_prices(ticker, start_date, end_date)
+    except Exception as exc:
+        logger.info("Price lookup failed for %s: %s", ticker, exc)
+        return []
 
     if not prices:
         return []
@@ -133,17 +139,23 @@ def get_financial_metrics(
         list[FinancialMetrics]: List of financial metrics
     """
     ticker = normalize_symbol(ticker)
+    if not ticker:
+        return []
     for source in _router.api_sources():
         cache_key = f"{ticker}_{period}_{end_date}_{limit}_{source}"
         if cached_data := _cache.get_financial_metrics(cache_key):
             return [FinancialMetrics(**metric) for metric in cached_data]
 
-    financial_metrics, data_source = _router.get_financial_metrics(
-        ticker=ticker,
-        end_date=end_date,
-        period=period,
-        limit=limit,
-    )
+    try:
+        financial_metrics, data_source = _router.get_financial_metrics(
+            ticker=ticker,
+            end_date=end_date,
+            period=period,
+            limit=limit,
+        )
+    except Exception as exc:
+        logger.info("Financial metrics lookup failed for %s: %s", ticker, exc)
+        return []
 
     if not financial_metrics:
         return []
@@ -169,6 +181,8 @@ def search_line_items(
     """
     try:
         ticker = normalize_symbol(ticker)
+        if not ticker:
+            return []
         return _router.search_line_items(
             ticker=ticker,
             line_items=line_items,
@@ -190,6 +204,8 @@ def get_insider_trades(
 ) -> list[InsiderTrade]:
     """Fetch insider trades from cache or API."""
     ticker = normalize_symbol(ticker)
+    if not ticker:
+        return []
     for source in _router.api_sources():
         cache_key = (
             f"{ticker}_{start_date or 'none'}_{end_date}_{limit}_{source}"
@@ -197,12 +213,16 @@ def get_insider_trades(
         if cached_data := _cache.get_insider_trades(cache_key):
             return [InsiderTrade(**trade) for trade in cached_data]
 
-    all_trades, data_source = _router.get_insider_trades(
-        ticker=ticker,
-        end_date=end_date,
-        start_date=start_date,
-        limit=limit,
-    )
+    try:
+        all_trades, data_source = _router.get_insider_trades(
+            ticker=ticker,
+            end_date=end_date,
+            start_date=start_date,
+            limit=limit,
+        )
+    except Exception as exc:
+        logger.info("Insider trades lookup failed for %s: %s", ticker, exc)
+        return []
 
     if not all_trades:
         return []
@@ -219,6 +239,8 @@ def get_company_news(
 ) -> list[CompanyNews]:
     """Fetch company news from cache or API."""
     ticker = normalize_symbol(ticker)
+    if not ticker:
+        return []
     for source in _router.api_sources():
         cache_key = (
             f"{ticker}_{start_date or 'none'}_{end_date}_{limit}_{source}"
@@ -226,12 +248,16 @@ def get_company_news(
         if cached_data := _cache.get_company_news(cache_key):
             return [CompanyNews(**news) for news in cached_data]
 
-    all_news, data_source = _router.get_company_news(
-        ticker=ticker,
-        end_date=end_date,
-        start_date=start_date,
-        limit=limit,
-    )
+    try:
+        all_news, data_source = _router.get_company_news(
+            ticker=ticker,
+            end_date=end_date,
+            start_date=start_date,
+            limit=limit,
+        )
+    except Exception as exc:
+        logger.info("Company news lookup failed for %s: %s", ticker, exc)
+        return []
 
     if not all_news:
         return []
@@ -243,6 +269,8 @@ def get_company_news(
 def get_market_cap(ticker: str, end_date: str) -> float | None:
     """Fetch market cap from the API. Finnhub values are converted from millions."""
     ticker = normalize_symbol(ticker)
+    if not ticker:
+        return None
 
     def _metrics_lookup(symbol: str, date: str):
         for source in _router.api_sources():
@@ -256,11 +284,15 @@ def get_market_cap(ticker: str, end_date: str) -> float | None:
             limit=10,
         )
 
-    market_cap, _ = _router.get_market_cap(
-        ticker=ticker,
-        end_date=end_date,
-        metrics_lookup=_metrics_lookup,
-    )
+    try:
+        market_cap, _ = _router.get_market_cap(
+            ticker=ticker,
+            end_date=end_date,
+            metrics_lookup=_metrics_lookup,
+        )
+    except Exception as exc:
+        logger.info("Market cap lookup failed for %s: %s", ticker, exc)
+        return None
     return market_cap
 
 

backend/tools/risk_tools.py

@@ -0,0 +1,218 @@
+# -*- coding: utf-8 -*-
+"""Risk management tools for the risk manager agent."""
+
+import json
+from typing import Any, Dict, Iterable, List
+
+from agentscope.message import TextBlock
+from agentscope.tool import ToolResponse
+
+
+def _to_text_response(text: str) -> ToolResponse:
+    return ToolResponse(content=[TextBlock(type="text", text=text)])
+
+
+def _parse_object(payload: Any) -> Dict[str, Any]:
+    if payload is None:
+        return {}
+    if isinstance(payload, dict):
+        return payload
+    if isinstance(payload, str):
+        try:
+            parsed = json.loads(payload)
+            return parsed if isinstance(parsed, dict) else {}
+        except json.JSONDecodeError:
+            return {}
+    return {}
+
+
+def _parse_prices(payload: Any) -> Dict[str, float]:
+    parsed = _parse_object(payload)
+    prices = {}
+    for ticker, value in parsed.items():
+        try:
+            prices[str(ticker)] = float(value)
+        except (TypeError, ValueError):
+            continue
+    return prices
+
+
+def _iter_positions(
+    portfolio: Dict[str, Any],
+    prices: Dict[str, float],
+) -> Iterable[Dict[str, Any]]:
+    positions = portfolio.get("positions", {})
+    for ticker, raw_position in positions.items():
+        if not isinstance(raw_position, dict):
+            continue
+        price = prices.get(ticker, 0.0)
+        long_qty = int(raw_position.get("long", 0) or 0)
+        short_qty = int(raw_position.get("short", 0) or 0)
+        long_value = long_qty * price
+        short_value = short_qty * price
+        net_value = long_value - short_value
+        gross_value = long_value + short_value
+        yield {
+            "ticker": ticker,
+            "price": price,
+            "long_qty": long_qty,
+            "short_qty": short_qty,
+            "long_value": long_value,
+            "short_value": short_value,
+            "net_value": net_value,
+            "gross_value": gross_value,
+        }
+
+
+def _portfolio_equity(portfolio: Dict[str, Any], prices: Dict[str, float]) -> float:
+    cash = float(portfolio.get("cash", 0.0) or 0.0)
+    margin_used = float(portfolio.get("margin_used", 0.0) or 0.0)
+    total = cash + margin_used
+    for position in _iter_positions(portfolio, prices):
+        total += position["net_value"]
+    return total
+
+
+def assess_position_concentration(
+    portfolio: Dict[str, Any] | str,
+    current_prices: Dict[str, float] | str,
+) -> ToolResponse:
+    """
+    Assess single-name concentration and gross exposure in the current portfolio.
+
+    Args:
+        portfolio: Portfolio state with cash, positions, and margin fields.
+        current_prices: Current price map by ticker.
+    """
+    portfolio_obj = _parse_object(portfolio)
+    prices = _parse_prices(current_prices)
+    equity = _portfolio_equity(portfolio_obj, prices)
+
+    if equity <= 0:
+        return _to_text_response("Unable to assess concentration: portfolio equity is non-positive.")
+
+    exposures: List[Dict[str, Any]] = sorted(
+        _iter_positions(portfolio_obj, prices),
+        key=lambda item: abs(item["net_value"]),
+        reverse=True,
+    )
+
+    if not exposures:
+        return _to_text_response(
+            "No open positions. Concentration risk is low because the portfolio is fully in cash."
+        )
+
+    lines = ["=== Position Concentration Assessment ==="]
+    gross_exposure = sum(item["gross_value"] for item in exposures)
+    net_exposure = sum(item["net_value"] for item in exposures)
+    lines.append(f"Portfolio equity: ${equity:,.2f}")
+    lines.append(f"Gross exposure: ${gross_exposure:,.2f} ({gross_exposure / equity:.1%} of equity)")
+    lines.append(f"Net exposure: ${net_exposure:,.2f} ({net_exposure / equity:.1%} of equity)")
+    lines.append("Largest positions by net exposure:")
+
+    for item in exposures[:5]:
+        weight = item["net_value"] / equity
+        gross_weight = item["gross_value"] / equity
+        direction = "NET LONG" if item["net_value"] >= 0 else "NET SHORT"
+        lines.append(
+            f"- {item['ticker']}: {direction}, net ${item['net_value']:,.2f} ({weight:.1%}), "
+            f"gross ${item['gross_value']:,.2f} ({gross_weight:.1%})"
+        )
+
+    top_weight = abs(exposures[0]["net_value"]) / equity
+    if top_weight >= 0.30:
+        lines.append("Risk flag: concentration is HIGH because the largest single-name exposure exceeds 30% of equity.")
+    elif top_weight >= 0.20:
+        lines.append("Risk flag: concentration is MODERATE because the largest single-name exposure exceeds 20% of equity.")
+    else:
+        lines.append("Risk flag: concentration is currently contained at the single-name level.")
+
+    return _to_text_response("\n".join(lines))
+
+
+def assess_margin_and_liquidity(
+    portfolio: Dict[str, Any] | str,
+    current_prices: Dict[str, float] | str,
+) -> ToolResponse:
+    """
+    Assess available cash, margin usage, and short exposure pressure.
+
+    Args:
+        portfolio: Portfolio state with cash, positions, and margin fields.
+        current_prices: Current price map by ticker.
+    """
+    portfolio_obj = _parse_object(portfolio)
+    prices = _parse_prices(current_prices)
+    equity = _portfolio_equity(portfolio_obj, prices)
+    cash = float(portfolio_obj.get("cash", 0.0) or 0.0)
+    margin_used = float(portfolio_obj.get("margin_used", 0.0) or 0.0)
+    margin_requirement = float(portfolio_obj.get("margin_requirement", 0.0) or 0.0)
+
+    short_exposure = sum(item["short_value"] for item in _iter_positions(portfolio_obj, prices))
+    margin_buffer = cash - margin_used
+
+    lines = ["=== Margin And Liquidity Assessment ==="]
+    lines.append(f"Portfolio equity: ${equity:,.2f}")
+    lines.append(f"Cash available: ${cash:,.2f}")
+    lines.append(f"Margin used: ${margin_used:,.2f}")
+    lines.append(f"Margin requirement: {margin_requirement:.1%}")
+    lines.append(f"Short exposure: ${short_exposure:,.2f}")
+    lines.append(f"Margin buffer (cash - used): ${margin_buffer:,.2f}")
+
+    if equity > 0:
+        lines.append(f"Margin used / equity: {margin_used / equity:.1%}")
+        lines.append(f"Short exposure / equity: {short_exposure / equity:.1%}")
+
+    if margin_buffer < 0:
+        lines.append("Risk flag: HIGH. Margin usage exceeds available cash buffer.")
+    elif equity > 0 and margin_used / equity > 0.35:
+        lines.append("Risk flag: MODERATE to HIGH. Margin usage is above 35% of equity.")
+    else:
+        lines.append("Risk flag: margin pressure is currently manageable.")
+
+    return _to_text_response("\n".join(lines))
+
+
+def assess_volatility_exposure(
+    tickers: List[str] | str,
+    current_date: str | None = None,
+) -> ToolResponse:
+    """
+    Assess per-ticker volatility and risk level for the current watchlist.
+
+    Args:
+        tickers: List of stock tickers or JSON list string.
+        current_date: Analysis date in YYYY-MM-DD format.
+    """
+    from datetime import datetime, timedelta
+
+    from backend.tools.analysis_tools import _parse_tickers, _resolved_date
+    from backend.tools.data_tools import get_prices, prices_to_df
+    from backend.tools.technical_signals import StockTechnicalAnalyzer
+
+    tickers_list = _parse_tickers(tickers)
+    current_date = _resolved_date(current_date)
+    end_dt = datetime.strptime(current_date, "%Y-%m-%d")
+    start_date = (end_dt - timedelta(days=90)).strftime("%Y-%m-%d")
+    analyzer = StockTechnicalAnalyzer()
+    lines = [f"=== Volatility Exposure Assessment ({current_date}) ==="]
+
+    for ticker in tickers_list:
+        prices = get_prices(
+            ticker=ticker,
+            start_date=start_date,
+            end_date=current_date,
+        )
+        if not prices or len(prices) < 5:
+            lines.append(f"- {ticker}: insufficient price data")
+            continue
+        signal = analyzer.analyze(ticker=ticker, df=prices_to_df(prices))
+        lines.append(
+            f"- {ticker}: annualized volatility {signal.annualized_volatility_pct:.1f}%, "
+            f"RSI14 {signal.rsi14:.1f}, trend {signal.trend}, risk level {signal.risk_level}"
+        )
+
+    if len(lines) == 1:
+        lines.append("No tickers provided.")
+
+    return _to_text_response("\n".join(lines))

frontend/index.html

@@ -1,7 +1,6 @@
 <!doctype html>
 <html lang="en">
   <head>
-      <script src="https://cdn.tailwindcss.com"></script>
     <meta charset="UTF-8" />
       <link rel="icon" type="image/png" href="/trading_logo.png" />
       <meta name="viewport" content="width=device-width, initial-scale=1.0" />

frontend/src/App.jsx

@@ -19,9 +19,9 @@ import AgentFeed from './components/AgentFeed';
 import StockLogo from './components/StockLogo';
 import StatisticsView from './components/StatisticsView';
 import PerformanceView from './components/PerformanceView';
-import AboutModal from './components/AboutModal';
-import RulesView from './components/RulesView';
+import StockExplainView from './components/StockExplainView.jsx';
 import Header from './components/Header.jsx';
+import WatchlistPanel from './components/WatchlistPanel.jsx';
 
 // Utils
 import { formatNumber, formatTickerPrice } from './utils/formatters';
@@ -39,9 +39,8 @@ export default function LiveTradingApp() {
   const [currentDate, setCurrentDate] = useState(null);
   const [progress, setProgress] = useState({ current: 0, total: 0 });
   const [now, setNow] = useState(() => new Date());
-  const [showAboutModal, setShowAboutModal] = useState(false);
 
-  // View toggle: 'rules' | 'room' | 'chart' | 'statistics'
+  // View toggle: 'room' | 'explain' | 'chart' | 'statistics'
   const [currentView, setCurrentView] = useState('chart'); // Start with chart, then animate to room
   const [isInitialAnimating, setIsInitialAnimating] = useState(true);
   const [lastUpdate, setLastUpdate] = useState(new Date());
@@ -71,6 +70,11 @@ export default function LiveTradingApp() {
   // Ticker prices (now from real-time data)
   const [tickers, setTickers] = useState(INITIAL_TICKERS);
   const [rollingTickers, setRollingTickers] = useState({});
+  const [priceHistoryByTicker, setPriceHistoryByTicker] = useState({});
+  const [ohlcHistoryByTicker, setOhlcHistoryByTicker] = useState({});
+  const [explainEventsByTicker, setExplainEventsByTicker] = useState({});
+  const [selectedExplainSymbol, setSelectedExplainSymbol] = useState('');
+  const [historySourceByTicker, setHistorySourceByTicker] = useState({});
 
   // Room bubbles
   const [bubbles, setBubbles] = useState({});
@@ -84,10 +88,18 @@ export default function LiveTradingApp() {
   const [marketStatus, setMarketStatus] = useState(null); // { status, status_text, ... }
   const [virtualTime, setVirtualTime] = useState(null); // Virtual time from server (for mock mode)
   const [dataSources, setDataSources] = useState(null);
+  const [runtimeConfig, setRuntimeConfig] = useState(null);
+  const [isWatchlistPanelOpen, setIsWatchlistPanelOpen] = useState(false);
+  const [watchlistDraftSymbols, setWatchlistDraftSymbols] = useState([]);
+  const [watchlistInputValue, setWatchlistInputValue] = useState('');
+  const [watchlistFeedback, setWatchlistFeedback] = useState(null);
+  const [isWatchlistSaving, setIsWatchlistSaving] = useState(false);
 
   const clientRef = useRef(null);
   const containerRef = useRef(null);
   const agentFeedRef = useRef(null);
+  const isWatchlistSavingRef = useRef(false);
+  const requestedStockHistoryRef = useRef(new Set());
 
   // Track last virtual time update to calculate increment
   const lastVirtualTimeRef = useRef(null);
@@ -96,12 +108,311 @@ export default function LiveTradingApp() {
   // Last day history for replay
   const [lastDayHistory, setLastDayHistory] = useState([]);
 
+  const buildTickersFromSymbols = useCallback((symbols, previousTickers = []) => {
+    if (!Array.isArray(symbols) || symbols.length === 0) {
+      return previousTickers;
+    }
+
+    return symbols
+      .filter((symbol) => typeof symbol === 'string' && symbol.trim())
+      .map((symbol) => {
+        const normalized = symbol.trim().toUpperCase();
+        const existing = previousTickers.find((ticker) => ticker.symbol === normalized);
+        return existing || {
+          symbol: normalized,
+          price: null,
+          change: null
+        };
+      });
+  }, []);
+
+  const normalizePriceHistory = useCallback((payload) => {
+    if (!payload || typeof payload !== 'object') {
+      return {};
+    }
+
+    const normalized = {};
+    Object.entries(payload).forEach(([symbol, points]) => {
+      const ticker = String(symbol || '').trim().toUpperCase();
+      if (!ticker || !Array.isArray(points)) {
+        return;
+      }
+
+      normalized[ticker] = points
+        .map((point) => {
+          if (Array.isArray(point) && point.length >= 2) {
+            const [label, value] = point;
+            const price = Number(value);
+            if (!label || !Number.isFinite(price)) return null;
+            return {
+              timestamp: String(label),
+              label: String(label),
+              price
+            };
+          }
+
+          if (point && typeof point === 'object') {
+            const rawTimestamp = point.timestamp ?? point.t ?? point.date ?? point.label;
+            const price = Number(point.price ?? point.v ?? point.value ?? point.close);
+            if (!rawTimestamp || !Number.isFinite(price)) return null;
+            return {
+              timestamp: String(rawTimestamp),
+              label: String(rawTimestamp),
+              price
+            };
+          }
+
+          return null;
+        })
+        .filter(Boolean)
+        .slice(-120);
+    });
+
+    return normalized;
+  }, []);
+
   // Determine if LIVE tab should be enabled
   const isLiveEnabled = useMemo(() => {
     if (!marketStatus) return false;
     return marketStatus.status === 'open';
   }, [marketStatus]);
 
+  const displayTickers = useMemo(() => {
+    const symbols = runtimeConfig?.tickers;
+    if (Array.isArray(symbols) && symbols.length > 0) {
+      return buildTickersFromSymbols(symbols, tickers);
+    }
+    return tickers;
+  }, [buildTickersFromSymbols, runtimeConfig, tickers]);
+
+  const runtimeWatchlistSymbols = useMemo(() => {
+    const symbols = runtimeConfig?.tickers;
+    if (Array.isArray(symbols) && symbols.length > 0) {
+      return symbols
+        .filter((symbol) => typeof symbol === 'string' && symbol.trim())
+        .map((symbol) => symbol.trim().toUpperCase());
+    }
+
+    return displayTickers
+      .map((ticker) => ticker.symbol)
+      .filter((symbol) => typeof symbol === 'string' && symbol.trim());
+  }, [displayTickers, runtimeConfig]);
+
+  useEffect(() => {
+    const symbols = displayTickers
+      .map((ticker) => ticker.symbol)
+      .filter((symbol) => typeof symbol === 'string' && symbol.trim());
+
+    if (!symbols.length) {
+      setSelectedExplainSymbol('');
+      return;
+    }
+
+    if (!selectedExplainSymbol || !symbols.includes(selectedExplainSymbol)) {
+      setSelectedExplainSymbol(symbols[0]);
+    }
+  }, [displayTickers, selectedExplainSymbol]);
+
+  const watchlistSuggestions = useMemo(
+    () => INITIAL_TICKERS.map((ticker) => ticker.symbol).filter((symbol, index, list) => list.indexOf(symbol) === index),
+    []
+  );
+
+  const isWatchlistDraftDirty = useMemo(() => {
+    if (watchlistInputValue.trim()) {
+      return true;
+    }
+
+    if (watchlistDraftSymbols.length !== runtimeWatchlistSymbols.length) {
+      return true;
+    }
+
+    return watchlistDraftSymbols.some((symbol, index) => symbol !== runtimeWatchlistSymbols[index]);
+  }, [runtimeWatchlistSymbols, watchlistDraftSymbols, watchlistInputValue]);
+
+  const marketStatusLabel = useMemo(() => {
+    if (!marketStatus) {
+      return null;
+    }
+
+    const raw = typeof marketStatus.status_text === 'string' ? marketStatus.status_text.trim() : '';
+    const normalized = raw.toLowerCase();
+    if (normalized === 'market closed (non-trading day)') {
+      return '休市';
+    }
+    if (normalized === 'market open') {
+      return '开盘';
+    }
+    if (normalized === 'market closed') {
+      return '收盘';
+    }
+
+    return raw || (marketStatus.status === 'open' ? '开盘' : '收盘');
+  }, [marketStatus]);
+
+  const priceSourceLabel = useMemo(() => {
+    const source = dataSources?.last_success?.prices;
+    if (!source) {
+      return null;
+    }
+
+    const normalized = String(source).trim().toLowerCase();
+    const labels = {
+      yfinance: '数据源 Yahoo',
+      finnhub: '数据源 Finnhub',
+      financial_datasets: '数据源 Financial Datasets',
+      local_csv: '数据源 CSV'
+    };
+
+    return labels[normalized] || `数据源 ${String(source).trim()}`;
+  }, [dataSources]);
+
+  const parseWatchlistInput = useCallback((value) => {
+    if (typeof value !== 'string') {
+      return [];
+    }
+
+    return Array.from(
+      new Set(
+        value
+          .split(/[\s,]+/)
+          .map((symbol) => symbol.trim().toUpperCase())
+          .filter(Boolean)
+      )
+    );
+  }, []);
+
+  const commitWatchlistInput = useCallback((value) => {
+    const parsed = parseWatchlistInput(value);
+    if (parsed.length === 0) {
+      return [];
+    }
+
+    setWatchlistDraftSymbols((prev) => Array.from(new Set([...prev, ...parsed])));
+    setWatchlistInputValue('');
+    if (watchlistFeedback) {
+      setWatchlistFeedback(null);
+    }
+    return parsed;
+  }, [parseWatchlistInput, watchlistFeedback]);
+
+  const handleWatchlistRemove = useCallback((symbolToRemove) => {
+    setWatchlistDraftSymbols((prev) => prev.filter((symbol) => symbol !== symbolToRemove));
+    if (watchlistFeedback) {
+      setWatchlistFeedback(null);
+    }
+  }, [watchlistFeedback]);
+
+  const handleWatchlistPanelToggle = useCallback(() => {
+    setIsWatchlistPanelOpen((open) => {
+      const nextOpen = !open;
+      if (nextOpen) {
+        setWatchlistDraftSymbols(runtimeWatchlistSymbols);
+        setWatchlistInputValue('');
+        setWatchlistFeedback(null);
+      }
+      return nextOpen;
+    });
+  }, [runtimeWatchlistSymbols]);
+
+  const handleWatchlistInputChange = useCallback((value) => {
+    setWatchlistInputValue(value);
+    if (watchlistFeedback) {
+      setWatchlistFeedback(null);
+    }
+  }, [watchlistFeedback]);
+
+  const handleWatchlistInputKeyDown = useCallback((e) => {
+    if (e.key === 'Enter' || e.key === ',') {
+      e.preventDefault();
+      commitWatchlistInput(watchlistInputValue);
+    }
+  }, [commitWatchlistInput, watchlistInputValue]);
+
+  const handleWatchlistSuggestionClick = useCallback((symbol) => {
+    if (watchlistDraftSymbols.includes(symbol)) {
+      return;
+    }
+    setWatchlistDraftSymbols((prev) => [...prev, symbol]);
+    if (watchlistFeedback) {
+      setWatchlistFeedback(null);
+    }
+  }, [watchlistDraftSymbols, watchlistFeedback]);
+
+  const handleWatchlistRestoreCurrent = useCallback(() => {
+    setWatchlistDraftSymbols(runtimeWatchlistSymbols);
+    setWatchlistInputValue('');
+    setWatchlistFeedback(null);
+  }, [runtimeWatchlistSymbols]);
+
+  const handleWatchlistRestoreDefault = useCallback(() => {
+    setWatchlistDraftSymbols(watchlistSuggestions);
+    setWatchlistInputValue('');
+    setWatchlistFeedback(null);
+  }, [watchlistSuggestions]);
+
+  const handleWatchlistSave = useCallback(() => {
+    const pendingTickers = parseWatchlistInput(watchlistInputValue);
+    const nextTickers = Array.from(new Set([...watchlistDraftSymbols, ...pendingTickers]));
+    if (nextTickers.length === 0) {
+      setWatchlistFeedback({ type: 'error', text: '至少输入 1 个有效股票代码' });
+      return;
+    }
+
+    if (!clientRef.current) {
+      setWatchlistFeedback({ type: 'error', text: '连接未就绪，稍后重试' });
+      return;
+    }
+
+    setIsWatchlistSaving(true);
+    setWatchlistFeedback(null);
+    setWatchlistDraftSymbols(nextTickers);
+    setWatchlistInputValue('');
+    const success = clientRef.current.send({
+      type: 'update_watchlist',
+      tickers: nextTickers
+    });
+
+    if (!success) {
+      setIsWatchlistSaving(false);
+      setWatchlistFeedback({ type: 'error', text: '发送失败，请检查连接状态' });
+    }
+  }, [parseWatchlistInput, watchlistDraftSymbols, watchlistInputValue]);
+
+  const requestStockHistory = useCallback((symbol, { force = false } = {}) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+
+    if (!force && requestedStockHistoryRef.current.has(normalized)) {
+      return false;
+    }
+
+    const success = clientRef.current.send({
+      type: 'get_stock_history',
+      ticker: normalized,
+      lookback_days: 120
+    });
+
+    if (success) {
+      requestedStockHistoryRef.current.add(normalized);
+    }
+
+    return success;
+  }, []);
+
+  const requestStockExplainEvents = useCallback((symbol) => {
+    const normalized = typeof symbol === 'string' ? symbol.trim().toUpperCase() : '';
+    if (!normalized || !clientRef.current) {
+      return false;
+    }
+    return clientRef.current.send({
+      type: 'get_stock_explain_events',
+      ticker: normalized
+    });
+  }, []);
+
   // Switch away from LIVE tab when market closes
   useEffect(() => {
     if (!isLiveEnabled && chartTab === 'live') {
@@ -109,6 +420,27 @@ export default function LiveTradingApp() {
     }
   }, [isLiveEnabled, chartTab]);
 
+  useEffect(() => {
+    if (!isWatchlistPanelOpen || !isWatchlistDraftDirty) {
+      setWatchlistDraftSymbols(runtimeWatchlistSymbols);
+      if (!isWatchlistPanelOpen) {
+        setWatchlistInputValue('');
+      }
+    }
+  }, [isWatchlistDraftDirty, isWatchlistPanelOpen, runtimeWatchlistSymbols]);
+
+  useEffect(() => {
+    isWatchlistSavingRef.current = isWatchlistSaving;
+  }, [isWatchlistSaving]);
+
+  useEffect(() => {
+    if (currentView !== 'explain' || !selectedExplainSymbol) {
+      return;
+    }
+    requestStockHistory(selectedExplainSymbol);
+    requestStockExplainEvents(selectedExplainSymbol);
+  }, [currentView, requestStockExplainEvents, requestStockHistory, selectedExplainSymbol]);
+
   // Clock - use virtual time if available (for mock mode)
   useEffect(() => {
     if (virtualTime) {
@@ -253,6 +585,10 @@ export default function LiveTradingApp() {
         // Error response (for fast forward errors)
         error: (e) => {
           console.error('[Error]', e.message);
+          if (isWatchlistSavingRef.current) {
+            setIsWatchlistSaving(false);
+            setWatchlistFeedback({ type: 'error', text: e.message || '更新 watchlist 失败' });
+          }
 
           // Handle fast forward errors
           if (e.message && e.message.includes('fast forward')) {
@@ -307,6 +643,12 @@ export default function LiveTradingApp() {
             if (state.data_sources) {
               setDataSources(state.data_sources);
             }
+            if (state.runtime_config) {
+              setRuntimeConfig(state.runtime_config);
+            }
+            if (Array.isArray(state.tickers) && state.tickers.length > 0) {
+              setTickers(prevTickers => buildTickersFromSymbols(state.tickers, prevTickers));
+            }
             // 检查是否是mock模式
             const isMockMode = state.is_mock_mode === true;
             if (state.market_status) {
@@ -356,6 +698,9 @@ export default function LiveTradingApp() {
               if (state.dashboard.leaderboard) setLeaderboard(state.dashboard.leaderboard);
             }
             if (state.realtime_prices) updateTickersFromPrices(state.realtime_prices);
+            if (state.price_history) {
+              setPriceHistoryByTicker(normalizePriceHistory(state.price_history));
+            }
 
             // Load and process historical feed data
             if (state.feed_history && Array.isArray(state.feed_history)) {
@@ -388,6 +733,75 @@ export default function LiveTradingApp() {
           }
         },
 
+        runtime_assets_reloaded: (e) => {
+          if (e.runtime_config_applied) {
+            setRuntimeConfig(e.runtime_config_applied);
+          }
+          if (Array.isArray(e.runtime_config_applied?.tickers)) {
+            setTickers(prevTickers => buildTickersFromSymbols(e.runtime_config_applied.tickers, prevTickers));
+            setWatchlistDraftSymbols(e.runtime_config_applied.tickers.map((symbol) => String(symbol).trim().toUpperCase()));
+            setWatchlistInputValue('');
+          }
+          if (isWatchlistSavingRef.current) {
+            setIsWatchlistSaving(false);
+          }
+          addSystemMessage('运行时配置已热更新');
+        },
+
+        watchlist_updated: (e) => {
+          if (Array.isArray(e.tickers)) {
+            const normalizedTickers = e.tickers.map((symbol) => String(symbol).trim().toUpperCase());
+            requestedStockHistoryRef.current = new Set(
+              Array.from(requestedStockHistoryRef.current).filter((symbol) => normalizedTickers.includes(symbol))
+            );
+            setRuntimeConfig((prev) => ({
+              ...(prev || {}),
+              tickers: normalizedTickers
+            }));
+            setTickers((prevTickers) => buildTickersFromSymbols(normalizedTickers, prevTickers));
+            setWatchlistDraftSymbols(normalizedTickers);
+            setWatchlistInputValue('');
+          }
+          setIsWatchlistSaving(false);
+          setWatchlistFeedback({
+            type: 'success',
+            text: `已更新为 ${Array.isArray(e.tickers) ? e.tickers.join(', ') : '最新列表'}`
+          });
+        },
+
+        stock_history_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          if (!symbol) {
+            return;
+          }
+
+          if (Array.isArray(e.prices)) {
+            setOhlcHistoryByTicker((prev) => ({
+              ...prev,
+              [symbol]: e.prices
+            }));
+            setHistorySourceByTicker((prev) => ({
+              ...prev,
+              [symbol]: e.source || null
+            }));
+          }
+        },
+
+        stock_explain_events_loaded: (e) => {
+          const symbol = typeof e.ticker === 'string' ? e.ticker.trim().toUpperCase() : '';
+          if (!symbol) {
+            return;
+          }
+          setExplainEventsByTicker((prev) => ({
+            ...prev,
+            [symbol]: {
+              events: Array.isArray(e.events) ? e.events : [],
+              signals: Array.isArray(e.signals) ? e.signals : [],
+              trades: Array.isArray(e.trades) ? e.trades : []
+            }
+          }));
+        },
+
         // Real-time price updates
         price_update: (e) => {
           try {
@@ -402,6 +816,24 @@ export default function LiveTradingApp() {
             setIsConnected(true);
             console.log(`[Price Update] ${symbol}: $${price} (ret: ${ret !== undefined ? ret.toFixed(2) : 'N/A'}%)`);
 
+            setPriceHistoryByTicker((prev) => {
+              const ticker = String(symbol).trim().toUpperCase();
+              const nextPoint = {
+                timestamp: new Date().toISOString(),
+                label: now.toISOString(),
+                price: Number(price)
+              };
+              const existing = Array.isArray(prev[ticker]) ? prev[ticker] : [];
+              const lastPoint = existing[existing.length - 1];
+              if (lastPoint && Number(lastPoint.price) === Number(nextPoint.price)) {
+                return prev;
+              }
+              return {
+                ...prev,
+                [ticker]: [...existing, nextPoint].slice(-120)
+              };
+            });
+
             // Update ticker price with animation
             setTickers(prevTickers => {
               return prevTickers.map(ticker => {
@@ -714,7 +1146,7 @@ export default function LiveTradingApp() {
         clientRef.current.disconnect();
       }
     };
-  }, []); // Empty dependency array - only run once on mount
+  }, [addSystemMessage, buildTickersFromSymbols, processFeedEvent, processHistoricalFeed]); // Only reconnect if handlers change
 
   // Resizing handlers
   const handleMouseDown = (e) => {
@@ -755,10 +1187,7 @@ export default function LiveTradingApp() {
 
       {/* Header */}
       <div className="header">
-        <Header
-          onEvoTradersClick={() => setShowAboutModal(true)}
-          evoTradersLinkStyle="default"
-        />
+        <Header />
 
         <div className="header-right" style={{ display: 'flex', alignItems: 'center', gap: 24, marginLeft: 'auto', flexWrap: 'wrap', minWidth: 0 }}>
           {/* Mock Mode Indicator */}
@@ -885,21 +1314,41 @@ export default function LiveTradingApp() {
               <>
                 <span className="status-sep">·</span>
                 <span className={`market-text ${serverMode === 'backtest' ? 'backtest' : (marketStatus.status === 'open' ? 'open' : 'closed')}`}>
-                  {marketStatus.status_text || (marketStatus.status === 'open' ? '开盘' : '收盘')}
+                  {marketStatusLabel}
                 </span>
               </>
             )}
-            {dataSources?.last_success?.prices && (
+            {priceSourceLabel && (
               <>
                 <span className="status-sep">·</span>
                 <span className="market-text backtest">
-                  DATA {String(dataSources.last_success.prices).toUpperCase()}
+                  {priceSourceLabel}
                 </span>
               </>
             )}
             <span className="status-sep">·</span>
             <span className="time-text">{lastUpdate.toLocaleTimeString('en-US', { hour: '2-digit', minute: '2-digit', second: '2-digit', hour12: false })}</span>
           </div>
+
+          <WatchlistPanel
+            isOpen={isWatchlistPanelOpen}
+            isConnected={isConnected}
+            isSaving={isWatchlistSaving}
+            draftSymbols={watchlistDraftSymbols}
+            inputValue={watchlistInputValue}
+            feedback={watchlistFeedback}
+            suggestions={watchlistSuggestions}
+            onToggle={handleWatchlistPanelToggle}
+            onClose={() => setIsWatchlistPanelOpen(false)}
+            onInputChange={handleWatchlistInputChange}
+            onInputKeyDown={handleWatchlistInputKeyDown}
+            onAdd={() => commitWatchlistInput(watchlistInputValue)}
+            onRemove={handleWatchlistRemove}
+            onRestoreCurrent={handleWatchlistRestoreCurrent}
+            onRestoreDefault={handleWatchlistRestoreDefault}
+            onSuggestionClick={handleWatchlistSuggestionClick}
+            onSave={handleWatchlistSave}
+          />
         </div>
       </div>
 
@@ -910,7 +1359,7 @@ export default function LiveTradingApp() {
           <div className="ticker-track">
             {[0, 1].map((groupIdx) => (
               <div key={groupIdx} className="ticker-group">
-                {tickers.map(ticker => (
+                {displayTickers.map(ticker => (
                   <div key={`${ticker.symbol}-${groupIdx}`} className="ticker-item">
                     <StockLogo ticker={ticker.symbol} size={16} />
                     <span className="ticker-symbol">{ticker.symbol}</span>
@@ -947,13 +1396,6 @@ export default function LiveTradingApp() {
             <div className="chart-section">
               <div className="view-container">
                 <div className="view-nav-bar">
-                  <button
-                    className={`view-nav-btn ${currentView === 'rules' ? 'active' : ''}`}
-                    onClick={() => setCurrentView('rules')}
-                  >
-                    规则
-                  </button>
-
                   <button
                     className={`view-nav-btn ${currentView === 'room' ? 'active' : ''}`}
                     onClick={() => setCurrentView('room')}
@@ -961,6 +1403,13 @@ export default function LiveTradingApp() {
                     交易室
                   </button>
 
+                  <button
+                    className={`view-nav-btn ${currentView === 'explain' ? 'active' : ''}`}
+                    onClick={() => setCurrentView('explain')}
+                  >
+                    个股解释
+                  </button>
+
                   <button
                     className={`view-nav-btn ${currentView === 'chart' ? 'active' : ''}`}
                     onClick={() => setCurrentView('chart')}
@@ -977,12 +1426,15 @@ export default function LiveTradingApp() {
                 </div>
 
                 {/* Slider container with four views */}
-                <div className={`view-slider-four ${currentView === 'rules' ? 'show-rules' : currentView === 'room' ? 'show-room' : currentView === 'statistics' ? 'show-statistics' : 'show-chart'} ${!isInitialAnimating ? 'normal-speed' : ''}`}>
-                  {/* Rules View Panel */}
-                  <div className="view-panel">
-                    <RulesView />
-                  </div>
-
+                <div className={`view-slider-four ${
+                  currentView === 'room'
+                    ? 'show-room'
+                    : currentView === 'explain'
+                      ? 'show-explain'
+                      : currentView === 'statistics'
+                        ? 'show-statistics'
+                        : 'show-chart'
+                } ${!isInitialAnimating ? 'normal-speed' : ''}`}>
                   {/* Room View Panel */}
                   <div className="view-panel">
                     <RoomView
@@ -994,6 +1446,23 @@ export default function LiveTradingApp() {
                     />
                   </div>
 
+                  {/* Stock Explain View Panel */}
+                  <div className="view-panel">
+                    <StockExplainView
+                      tickers={displayTickers}
+                      holdings={holdings}
+                      trades={trades}
+                      leaderboard={leaderboard}
+                      feed={feed}
+                      priceHistoryByTicker={priceHistoryByTicker}
+                      ohlcHistoryByTicker={ohlcHistoryByTicker}
+                      selectedSymbol={selectedExplainSymbol}
+                      onSelectedSymbolChange={setSelectedExplainSymbol}
+                      selectedHistorySource={historySourceByTicker[selectedExplainSymbol] || null}
+                      explainEventsSnapshot={explainEventsByTicker[selectedExplainSymbol] || null}
+                    />
+                  </div>
+
                   {/* Chart View Panel */}
                   <div className="view-panel">
                     <div className="chart-container">
@@ -1059,9 +1528,6 @@ export default function LiveTradingApp() {
           </div>
         </div>
       </>
-
-      {/* About Modal */}
-      {showAboutModal && <AboutModal onClose={() => setShowAboutModal(false)} />}
     </div>
   );
 }

frontend/src/components/AboutModal.jsx

@@ -1,294 +0,0 @@
-import React, { useState } from 'react';
-import Header from './Header.jsx';
-
-export default function AboutModal({ onClose }) {
-  const [isClosing, setIsClosing] = useState(false);
-  const [language] = useState('zh');
-
-  const handleClose = () => {
-    setIsClosing(true);
-    // Wait for animation to complete before actually closing
-    setTimeout(() => {
-      onClose();
-    }, 600); // Match animation duration
-  };
-
-  const overlayStyle = {
-    position: 'fixed',
-    top: 0,
-    left: 0,
-    right: 0,
-    bottom: 0,
-    background: '#ffffff',
-    zIndex: 9999,
-    animation: isClosing
-      ? 'collapseUp 0.6s cubic-bezier(0.4, 0, 0.2, 1) forwards'
-      : 'expandDown 0.6s cubic-bezier(0.4, 0, 0.2, 1)',
-    transformOrigin: 'top center',
-    overflowY: 'auto'
-  };
-
-  const contentStyle = {
-    maxWidth: '900px',
-    width: '90%',
-    margin: '0 auto',
-    textAlign: 'left',
-    fontFamily: "'IBM Plex Mono', monospace",
-    color: '#000000',
-    lineHeight: 1.8,
-    fontSize: '14px',
-    letterSpacing: '0.01em',
-    padding: '60px 20px 80px',
-    animation: isClosing
-      ? 'fadeOutContent 0.4s ease forwards'
-      : 'fadeInContent 0.8s ease 0.3s backwards'
-  };
-
-  const highlight = {
-    color: '#615CED',
-    fontWeight: 600
-  };
-
-  const linkStyle = {
-    color: '#615CED',
-    textDecoration: 'none',
-    borderBottom: '1px solid #615CED',
-    transition: 'all 0.2s'
-  };
-
-  const closeHintStyle = {
-    marginTop: '50px',
-    fontSize: '11px',
-    color: '#999',
-    cursor: 'pointer',
-    textAlign: 'center'
-  };
-
-  const languageSwitchStyle = {
-    display: 'flex',
-    justifyContent: 'center',
-    alignItems: 'center',
-    marginBottom: '25px',
-    marginTop: '10px',
-    gap: '0px',
-    fontSize: '11px',
-    fontFamily: "'IBM Plex Mono', monospace"
-  };
-
-  const getLangStyle = (isActive) => ({
-    padding: '3px 8px',
-    cursor: 'pointer',
-    transition: 'all 0.2s',
-    background: isActive ? '#000' : '#fff',
-    color: isActive ? '#fff' : '#000',
-    border: 'none'
-  });
-
-  const content = {
-    en: {
-
-      question: "What happens if AI models don't compete with each other, but instead trade like a ",
-      questionHighlight: "well-coordinated, high-performance team",
-      questionEnd: "?",
-
-      intro: "Not arena, but TEAM. We Hope that AI is no longer entering the financial markets as isolated models—it is stepping in as ",
-      introHighlight1: "teams",
-      introContinue: ", collaborating in one of the most challenging and noise-filled ",
-      introHighlight2: "real-time environments",
-      introContinue2: ".",
-
-
-      point1Highlight: "✦ Complementary skills",
-      point1: " - across multiple agents—data analysis, strategy generation, risk management—working together like a real trading desk, exchanging information through notifications and meetings.",
-
-      point2Highlight: "✦ An agent system that continually evolves",
-      point2: " — with memory modules that retain experience, learn from market feedback, reflect, and develop their own methodology over time.",
-
-      point3Highlight: "✦ AI teams interacting with live markets",
-      point3: " — learning from real-time data and making immediate decisions, not just theoretical simulations."
-    },
-    zh: {
-      intro: "如果不是让模型彼此竞争，而是像一支高效协作的团队一样进行实时交易，会发生什么？",
-      question: "这里不是竞技场，而是团队。我们希望Agents不再单打独斗，而是「组团」进入实时金融市场——这一十分困难且充满噪声的环境。",
-      trying: "我们正在探索多智能体协作在实时金融交易中的可能性。",
-
-      title1: "✦ 多智能体的技能互补",
-      point1: "不同模型、不同角色的智能体像真实的金融团队一样协作，各自承担数据分析、策略生成、风险控制等职责。",
-      point1Sub: "通过通知和会议机制进行信息交换，实现高效协作。",
-
-      title2: "✦ 能够持续进化的智能体系统",
-      point2: "依托「记忆」模块，每个智能体都能跨回合保留经验，不断学习、反思与调整。我们希望能看到在长期实时交易中，Agent形成自己的独特方法论，而不是一次性偶然的推理。",
-      point2Sub: "ReMe 记忆框架帮助 Agents 持续改进。",
-
-      title3: "✦ 实时参与市场的 AI Agents",
-      point3: "Agents从实时行情中学习，并给予即时决策；不是纸上谈兵，而是面对市场的真实波动。"
-    }
-  };
-
-  return (
-    <>
-      <style>{`
-        @keyframes expandDown {
-          from {
-            transform: scaleY(0);
-            opacity: 0;
-          }
-          to {
-            transform: scaleY(1);
-            opacity: 1;
-          }
-        }
-
-        @keyframes collapseUp {
-          from {
-            transform: scaleY(1);
-            opacity: 1;
-          }
-          to {
-            transform: scaleY(0);
-            opacity: 0;
-          }
-        }
-
-        @keyframes fadeInContent {
-          from {
-            opacity: 0;
-            transform: translateY(20px);
-          }
-          to {
-            opacity: 1;
-            transform: translateY(0);
-          }
-        }
-
-        @keyframes fadeOutContent {
-          from {
-            opacity: 1;
-            transform: translateY(0);
-          }
-          to {
-            opacity: 0;
-            transform: translateY(-20px);
-          }
-        }
-      `}</style>
-
-      <div style={overlayStyle} onClick={handleClose}>
-        {/* Header */}
-        <div className="header" style={{
-          animation: isClosing
-            ? 'fadeOutContent 0.4s ease forwards'
-            : 'fadeInContent 0.8s ease 0.3s backwards'
-        }} onClick={(e) => e.stopPropagation()}>
-          <Header
-            onEvoTradersClick={handleClose}
-            evoTradersLinkStyle="close"
-          />
-        </div>
-
-        {/* Content */}
-        <div style={contentStyle} onClick={(e) => e.stopPropagation()}>
-          <div style={languageSwitchStyle}>
-            <span
-              style={getLangStyle(true)}
-            >
-              中文
-            </span>
-          </div>
-
-            // Chinese Content
-            <>
-              <div style={{ marginBottom: '30px' }}>
-                {content.zh.intro}
-              </div>
-
-              <div style={{ marginBottom: '40px', fontSize: '15px', fontWeight: 600 }}>
-                {content.zh.question}
-              </div>
-
-              <div style={{ marginBottom: '30px', fontSize: '14px', opacity: 0.8 }}>
-                {content.zh.trying}
-              </div>
-
-              <div style={{ marginBottom: '30px' }}>
-                <div style={{ ...highlight, marginBottom: '10px' }}>
-                  {content.zh.title1}
-                </div>
-                <div style={{ marginBottom: '10px' }}>
-                  {content.zh.point1}
-                </div>
-                <div style={{ fontSize: '13px', opacity: 0.7 }}>
-                  {content.zh.point1Sub}
-                </div>
-              </div>
-
-              <div style={{ marginBottom: '30px' }}>
-                <div style={{ ...highlight, marginBottom: '10px' }}>
-                  {content.zh.title2}
-                </div>
-                <div style={{ marginBottom: '10px' }}>
-                  {content.zh.point2}
-                </div>
-                <div style={{ fontSize: '13px', opacity: 0.7 }}>
-                  {content.zh.point2Sub}
-                </div>
-              </div>
-
-              <div style={{ marginBottom: '30px' }}>
-                <div style={{ ...highlight, marginBottom: '10px' }}>
-                  {content.zh.title3}
-                </div>
-                <div>
-                  {content.zh.point3}
-                </div>
-              </div>
-
-              <div style={{ marginBottom: '10px', opacity: 0.7 }}>
-                我们已经在 GitHub 上开源。
-              </div>
-              <div style={{ marginBottom: '25px', opacity: 0.7 }}>
-                EvoTraders 基于{' '}
-                <a
-                  href="https://github.com/agentscope-ai"
-                  target="_blank"
-                  rel="noopener noreferrer"
-                  style={linkStyle}
-                >
-                  AgentScope
-                </a>
-                {' '}搭建，并使用其中的{' '}
-                <a
-                  href="https://github.com/agentscope-ai/ReMe"
-                  target="_blank"
-                  rel="noopener noreferrer"
-                  style={linkStyle}
-                >
-                  ReMe
-                </a>
-                {' '}作为记忆管理核心。
-              </div>
-
-              <div style={{ marginBottom: '10px', fontSize: '14px' }}>
-                你可以在此找到完整项目与示例：
-              </div>
-            </>
-
-          <div style={{ marginTop: '40px' }}>
-            <a
-              href="https://github.com/agentscope-ai/agentscope-samples"
-              target="_blank"
-              rel="noopener noreferrer"
-              style={linkStyle}
-            >
-              github.com/agentscope-ai/agentscope-samples
-            </a>
-          </div>
-
-          <div style={closeHintStyle} onClick={handleClose}>
-            点击此处关闭
-          </div>
-        </div>
-      </div>
-    </>
-  );
-}

frontend/src/components/AgentFeed.jsx

@@ -149,7 +149,7 @@ const AgentFeed = forwardRef(({ feed, leaderboard }, ref) => {
   // Get current selection display info
   const getCurrentSelectionInfo = () => {
     if (selectedAgent === 'all') {
-      return { label: 'All Agents', modelInfo: null };
+      return { label: '全部角色', modelInfo: null };
     }
     const agentInfo = getAgentInfoByName(selectedAgent);
     const modelInfo = agentInfo ? getModelIcon(agentInfo.modelName, agentInfo.modelProvider) : null;
@@ -191,7 +191,7 @@ const AgentFeed = forwardRef(({ feed, leaderboard }, ref) => {
                     setDropdownOpen(false);
                   }}
                 >
-                  <span>全部 Agents</span>
+                  <span>全部角色</span>
                 </div>
                 {uniqueAgents.map(agent => {
                   const agentInfo = getAgentInfoByName(agent);
@@ -419,17 +419,14 @@ function MemoryItem({ memory, itemId, isHighlighted }) {
             onMouseEnter={() => setShowTooltip(true)}
             onMouseLeave={() => setShowTooltip(false)}
           >
-            <a
-              href="https://github.com/agentscope-ai/ReMe"
-              target="_blank"
-              rel="noopener noreferrer"
+            <span
               style={{ display: 'flex', alignItems: 'center', textDecoration: 'none' }}
             >
               <img
                 src={ASSETS.remeLogo}
-                alt="ReMe"
+                alt="Memory"
                 style={{
-                  cursor: 'pointer',
+                  cursor: 'default',
                   height: '12px',
                   width: 'auto',
                   objectFit: 'contain',
@@ -449,9 +446,9 @@ function MemoryItem({ memory, itemId, isHighlighted }) {
                 lineHeight: 1,
                 pointerEvents: 'none'
               }}>
-                ↗
+                MEMORY
               </span>
-            </a>
+            </span>
           </div>
           <span style={{
             background: 'linear-gradient(90deg, #00C2FF 0%, #5C4CE0 100%)',
@@ -497,10 +494,10 @@ function MemoryItem({ memory, itemId, isHighlighted }) {
           color: 'transparent',
           display: 'inline-block'
         }}>
-          Memory powered by AgentScope-ReMe
+          Runtime Memory Layer
         </div>
         <div style={{ color: '#475569', opacity: 0.9 }}>
-          Not only retrieves historical memories but also generates suggestions and hints for the current task based on latest context.
+          Retrieves relevant historical context and produces guidance for the current task based on the latest conversation state.
         </div>
       </div>
 

frontend/src/components/Header.jsx

@@ -1,253 +1,29 @@
-import React, { useState } from 'react';
+import React from 'react';
 
 /**
  * Header Component
- * Reusable header brand with EvoTraders logo, GitHub link, and Contact Us section
- *
- * @param {Function} onEvoTradersClick - Optional callback when EvoTraders is clicked
- * @param {string} evoTradersLinkStyle - Optional style variant: 'default' | 'close'
+ * Reusable header brand for EvoTraders.
  */
-export default function Header({
-  onEvoTradersClick = null,
-  evoTradersLinkStyle = 'default' // 'default' shows ↗, 'close' shows ↙
-}) {
-  const [activeContactCard, setActiveContactCard] = useState({ yue: false, jiaji: false });
-  const [clickedContactCard, setClickedContactCard] = useState(null);
-
-  const handleEvoTradersClick = () => {
-    if (onEvoTradersClick) {
-      onEvoTradersClick();
-    }
-  };
-
+export default function Header() {
   return (
     <div className="header-title" style={{ flex: '0 1 auto', minWidth: 0 }}>
       <span
         className="header-link"
-        onClick={handleEvoTradersClick}
-        style={{ cursor: 'pointer', padding: '4px 8px', borderRadius: '3px', display: 'inline-flex', alignItems: 'center', gap: '8px' }}
+        style={{
+          padding: '4px 8px',
+          borderRadius: '3px',
+          display: 'inline-flex',
+          alignItems: 'center',
+          gap: '8px'
+        }}
       >
         <img
           src="/trading_logo.png"
           alt="EvoTraders Logo"
           style={{ height: '24px', width: 'auto' }}
         />
-        EvoTraders {evoTradersLinkStyle === 'close' ? (
-          <span className="link-arrow">↙</span>
-        ) : (
-          <span className="link-arrow">↗</span>
-        )}
+        EvoTraders
       </span>
-
-      <span style={{
-        width: '2px',
-        height: '16px',
-        background: '#666',
-        margin: '0 16px',
-        display: 'inline-block',
-        verticalAlign: 'middle'
-      }} />
-
-      <span style={{
-        padding: '1px 5px',
-        fontSize: '9px',
-        fontWeight: 700,
-        color: '#00C853',
-        background: 'rgba(0, 200, 83, 0.1)',
-        border: '1px solid #00C853',
-        borderRadius: '3px',
-        letterSpacing: '0.5px',
-        marginRight: '0px'
-      }}>
-        开源
-      </span>
-
-      <a
-        href="https://github.com/agentscope-ai/agentscope-samples"
-        target="_blank"
-        rel="noopener noreferrer"
-        className="header-link"
-        style={{ display: 'inline-flex', flexDirection: 'row', alignItems: 'center', gap: '6px' }}
-      >
-        <svg
-          width="14"
-          height="14"
-          viewBox="0 0 24 24"
-          fill="currentColor"
-          style={{ display: 'inline-block' }}
-        >
-          <path d="M12 0c-6.626 0-12 5.373-12 12 0 5.302 3.438 9.8 8.207 11.387.599.111.793-.261.793-.577v-2.234c-3.338.726-4.033-1.416-4.033-1.416-.546-1.387-1.333-1.756-1.333-1.756-1.089-.745.083-.729.083-.729 1.205.084 1.839 1.237 1.839 1.237 1.07 1.834 2.807 1.304 3.492.997.107-.775.418-1.305.762-1.604-2.665-.305-5.467-1.334-5.467-5.931 0-1.311.469-2.381 1.236-3.221-.124-.303-.535-1.524.117-3.176 0 0 1.008-.322 3.301 1.23.957-.266 1.983-.399 3.003-.404 1.02.005 2.047.138 3.006.404 2.291-1.552 3.297-1.23 3.297-1.23.653 1.653.242 2.874.118 3.176.77.84 1.235 1.911 1.235 3.221 0 4.609-2.807 5.624-5.479 5.921.43.372.823 1.102.823 2.222v3.293c0 .319.192.694.801.576 4.765-1.589 8.199-6.086 8.199-11.386 0-6.627-5.373-12-12-12z"/>
-        </svg>
-        <span>agentscope-samples</span>
-        <span className="link-arrow">↗</span>
-      </a>
-
-      <a
-        href="https://github.com/agentscope-ai/ReMe"
-        target="_blank"
-        rel="noopener noreferrer"
-        className="header-link"
-        style={{ display: 'inline-flex', flexDirection: 'row', alignItems: 'center', gap: '6px', marginLeft: '0px' }}
-      >
-        <svg
-          width="14"
-          height="14"
-          viewBox="0 0 24 24"
-          fill="currentColor"
-          style={{ display: 'inline-block' }}
-        >
-          <path d="M12 0c-6.626 0-12 5.373-12 12 0 5.302 3.438 9.8 8.207 11.387.599.111.793-.261.793-.577v-2.234c-3.338.726-4.033-1.416-4.033-1.416-.546-1.387-1.333-1.756-1.333-1.756-1.089-.745.083-.729.083-.729 1.205.084 1.839 1.237 1.839 1.237 1.07 1.834 2.807 1.304 3.492.997.107-.775.418-1.305.762-1.604-2.665-.305-5.467-1.334-5.467-5.931 0-1.311.469-2.381 1.236-3.221-.124-.303-.535-1.524.117-3.176 0 0 1.008-.322 3.301 1.23.957-.266 1.983-.399 3.003-.404 1.02.005 2.047.138 3.006.404 2.291-1.552 3.297-1.23 3.297-1.23.653 1.653.242 2.874.118 3.176.77.84 1.235 1.911 1.235 3.221 0 4.609-2.807 5.624-5.479 5.921.43.372.823 1.102.823 2.222v3.293c0 .319.192.694.801.576 4.765-1.589 8.199-6.086 8.199-11.386 0-6.627-5.373-12-12-12z"/>
-        </svg>
-        <span>agentscope-ReMe</span>
-        <span className="link-arrow">↗</span>
-      </a>
-
-      <span style={{
-        width: '2px',
-        height: '16px',
-        background: '#666',
-        margin: '0 16px',
-        display: 'inline-block',
-        verticalAlign: 'middle'
-      }} />
-
-      <div
-        style={{
-          position: 'relative',
-          display: 'inline-flex',
-          alignItems: 'center',
-          gap: '8px',
-          cursor: 'pointer'
-        }}
-        onClick={() => {
-          const bothActive = activeContactCard.yue && activeContactCard.jiaji;
-          if (!bothActive) {
-            setActiveContactCard({ yue: true, jiaji: true });
-            setClickedContactCard('both');
-          } else {
-            setActiveContactCard({ yue: false, jiaji: false });
-            setClickedContactCard(null);
-          }
-        }}
-      >
-        <span className="header-link">
-          联系我们
-        </span>
-
-        {/* Two contact buttons */}
-        <div style={{ display: 'flex', gap: '6px', alignItems: 'center' }}>
-          <div
-            onClick={(e) => {
-              e.stopPropagation();
-              if (activeContactCard.yue) {
-                setActiveContactCard(prev => ({ ...prev, yue: false }));
-                if (clickedContactCard === 'yue' || clickedContactCard === 'both') {
-                  setClickedContactCard(null);
-                }
-              } else {
-                setActiveContactCard(prev => ({ ...prev, yue: true }));
-                setClickedContactCard('yue');
-              }
-            }}
-            onMouseEnter={() => {
-              if (!clickedContactCard || clickedContactCard === 'yue' || clickedContactCard === 'both') {
-                setActiveContactCard(prev => ({ ...prev, yue: true }));
-              }
-            }}
-            onMouseLeave={() => {
-              if (clickedContactCard !== 'yue' && clickedContactCard !== 'both') {
-                setActiveContactCard(prev => ({ ...prev, yue: false }));
-              }
-            }}
-            style={{
-              padding: '4px 8px',
-              background: activeContactCard.yue ? '#615CED' : '#f5f5f5',
-              color: activeContactCard.yue ? '#fff' : '#333',
-              border: '1px solid',
-              borderColor: activeContactCard.yue ? '#615CED' : '#e0e0e0',
-              borderRadius: '3px',
-              fontSize: '10px',
-              fontWeight: 700,
-              fontFamily: "'IBM Plex Mono', monospace",
-              cursor: 'pointer',
-              transition: 'all 0.2s',
-              letterSpacing: '0.5px',
-              whiteSpace: 'nowrap',
-              overflow: 'hidden',
-              maxWidth: activeContactCard.yue ? '80px' : '32px',
-              minWidth: activeContactCard.yue ? '80px' : '32px'
-            }}
-          >
-            {activeContactCard.yue ? (
-              <a
-                href="https://1mycell.github.io/"
-                target="_blank"
-                rel="noopener noreferrer"
-                style={{ color: 'inherit', textDecoration: 'none' }}
-                onClick={(e) => e.stopPropagation()}
-              >
-                Yue Wu ↗
-              </a>
-            ) : 'YW'}
-          </div>
-
-          <div
-            onClick={(e) => {
-              e.stopPropagation();
-              if (activeContactCard.jiaji) {
-                setActiveContactCard(prev => ({ ...prev, jiaji: false }));
-                if (clickedContactCard === 'jiaji' || clickedContactCard === 'both') {
-                  setClickedContactCard(null);
-                }
-              } else {
-                setActiveContactCard(prev => ({ ...prev, jiaji: true }));
-                setClickedContactCard('jiaji');
-              }
-            }}
-            onMouseEnter={() => {
-              if (!clickedContactCard || clickedContactCard === 'jiaji' || clickedContactCard === 'both') {
-                setActiveContactCard(prev => ({ ...prev, jiaji: true }));
-              }
-            }}
-            onMouseLeave={() => {
-              if (clickedContactCard !== 'jiaji' && clickedContactCard !== 'both') {
-                setActiveContactCard(prev => ({ ...prev, jiaji: false }));
-              }
-            }}
-            style={{
-              padding: '4px 8px',
-              background: activeContactCard.jiaji ? '#615CED' : '#f5f5f5',
-              color: activeContactCard.jiaji ? '#fff' : '#333',
-              border: '1px solid',
-              borderColor: activeContactCard.jiaji ? '#615CED' : '#e0e0e0',
-              borderRadius: '3px',
-              fontSize: '10px',
-              fontWeight: 700,
-              fontFamily: "'IBM Plex Mono', monospace",
-              cursor: 'pointer',
-              transition: 'all 0.2s',
-              letterSpacing: '0.5px',
-              whiteSpace: 'nowrap',
-              overflow: 'hidden',
-              maxWidth: activeContactCard.jiaji ? '100px' : '32px',
-              minWidth: activeContactCard.jiaji ? '100px' : '32px'
-            }}
-          >
-            {activeContactCard.jiaji ? (
-              <a
-                href="https://dengjiaji.github.io/self/"
-                target="_blank"
-                rel="noopener noreferrer"
-                style={{ color: 'inherit', textDecoration: 'none' }}
-                onClick={(e) => e.stopPropagation()}
-              >
-                Jiaji Deng ↗
-              </a>
-            ) : 'JD'}
-          </div>
-        </div>
-      </div>
     </div>
   );
 }
-

frontend/src/components/NetValueChart.jsx

@@ -554,7 +554,7 @@ export default function NetValueChart({ equity, baseline, baseline_vw, momentum,
         fontFamily: '"Courier New", monospace',
         fontSize: '12px'
       }}>
-        NO DATA AVAILABLE
+        暂无图表数据
       </div>
     );
   }
@@ -828,4 +828,3 @@ export default function NetValueChart({ equity, baseline, baseline_vw, momentum,
     </ResponsiveContainer>
   );
 }
-

frontend/src/components/RulesView.jsx

@@ -1,360 +0,0 @@
-import React, { useState, useEffect, useRef } from 'react';
-import { LLM_MODEL_LOGOS } from '../config/constants';
-
-export default function RulesView() {
-  const [language] = useState('zh');
-  const [scale, setScale] = useState(1);
-  const containerRef = useRef(null);
-  const contentRef = useRef(null);
-
-  // Auto-scale content to fit container without scrolling
-  useEffect(() => {
-    const handleResize = () => {
-      if (containerRef.current && contentRef.current) {
-        const containerHeight = containerRef.current.clientHeight;
-        const contentHeight = contentRef.current.scrollHeight;
-
-        if (contentHeight > containerHeight) {
-          const newScale = containerHeight / contentHeight;
-          setScale(Math.max(newScale * 0.95, 0.5)); // Min scale 0.5, with 95% of available space
-        } else {
-          setScale(1);
-        }
-      }
-    };
-
-    // Initial resize
-    handleResize();
-
-    // Listen to window resize
-    window.addEventListener('resize', handleResize);
-
-    // Observe content changes
-    const observer = new ResizeObserver(handleResize);
-    if (contentRef.current) {
-      observer.observe(contentRef.current);
-    }
-
-    return () => {
-      window.removeEventListener('resize', handleResize);
-      observer.disconnect();
-    };
-  }, [language]);
-
-  const containerStyle = {
-    width: '100%',
-    height: '100%',
-    overflow: 'hidden',
-    display: 'flex',
-    alignItems: 'center',
-    justifyContent: 'center',
-    background: '#FFFFFF',
-    padding: '10px'
-  };
-
-  const contentWrapperStyle = {
-    transform: `scale(${scale})`,
-    transformOrigin: 'center center',
-    transition: 'transform 0.3s ease',
-    width: '100%',
-    maxWidth: '900px'
-  };
-
-  const innerContentStyle = {
-    color: '#000000',
-    fontFamily: "'IBM Plex Mono', monospace",
-    fontSize: '13px',
-    lineHeight: '1.6',
-    letterSpacing: '0.01em',
-    padding: '0 10px'
-  };
-
-  const highlight = {
-    color: '#000000',
-    fontWeight: 700
-  };
-
-  const sectionTitleStyle = {
-    color: '#615CED',
-    fontSize: '16px',
-    fontWeight: 700,
-    marginBottom: '8px',
-    marginTop: '12px',
-    marginLeft: '-10px',
-    marginRight: '-10px',
-    width: 'calc(100% + 20px)',
-    padding: '8px 10px',
-    backgroundColor: '#FFFFFF',
-    letterSpacing: '0.5px',
-    boxSizing: 'border-box'
-  };
-
-  const subsectionStyle = {
-    marginBottom: '8px',
-    paddingLeft: '10px',
-    borderLeft: '2px solid #CCCCCC'
-  };
-
-  const linkStyle = {
-    color: '#615CED',
-    textDecoration: 'none',
-    borderBottom: '1px solid #615CED',
-    transition: 'all 0.2s'
-  };
-
-  const languageSwitchStyle = {
-    display: 'flex',
-    justifyContent: 'center',
-    alignItems: 'center',
-    marginBottom: '12px',
-    gap: '0px',
-    fontSize: '11px',
-    fontFamily: "'IBM Plex Mono', monospace"
-  };
-
-  const getLangStyle = (isActive) => ({
-    padding: '4px 10px',
-    cursor: 'pointer',
-    transition: 'all 0.2s',
-    background: isActive ? '#000000' : 'transparent',
-    color: isActive ? '#FFFFFF' : '#666666',
-    border: 'none',
-    borderRadius: '2px'
-  });
-
-  const llmLogos = [
-    { name: 'Alibaba', file: 'Alibaba.jpeg', label: 'Qwen', url: LLM_MODEL_LOGOS['Alibaba'] },
-    { name: 'DeepSeek', file: 'DeepSeek.png', label: 'DeepSeek', url: LLM_MODEL_LOGOS['DeepSeek'] },
-    { name: 'Moonshot', file: 'Moonshot.jpeg', label: 'Moonshot', url: LLM_MODEL_LOGOS['Moonshot'] },
-    { name: 'Zhipu AI', file: 'Zhipu AI.png', label: 'Zhipu AI', url: LLM_MODEL_LOGOS['Zhipu AI'] }
-  ];
-
-  const content = {
-    en: {
-      section1Title: "Agent Setup",
-      pmRole: "Portfolio Manager",
-      pmDesc: "Makes final trading decisions and orchestrates team collaboration",
-      rmRole: "Risk Manager",
-      rmDesc: "Monitors portfolio risk and enforces risk limits",
-      analystsRole: "Analysts",
-      analystsDesc: "Conduct specialized research with different tools and AI models:",
-      analysts: [
-        { name: "Valuation Analyst", model: "Moonshot", modelKey: "Moonshot" },
-        { name: "Sentiment Analyst", model: "Qwen", modelKey: "Alibaba" },
-        { name: "Fundamentals Analyst", model: "DeepSeek", modelKey: "DeepSeek" },
-        { name: "Technical Analyst", model: "Zhipu AI", modelKey: "Zhipu AI" }
-      ],
-
-      section2Title: "Agent Decision Mechanism",
-
-      tradingProcess: "Daily Trading Process",
-      tradingDesc: "Agents trade on a daily frequency while continuously tracking portfolio performance. Before each day's final trading decision, agents go through three key phases:",
-
-      analysisPhase: "• Analysis Phase",
-      analysisDesc: "All agents independently analyze information and form judgments based on their specialized tools.",
-
-      communicationPhase: "• Communication Phase",
-      commIntro: "Multiple communication channels enable effective collaboration: 1v1 Private Chat / 1vN Notification / NvN Conference",
-
-      decisionPhase: "• Decision Phase",
-      decisionDesc: "Portfolio Manager aggregates all information and makes the final team trading decision. The original trading signals from analysts are only used for individual-level ranking.",
-
-      reflectionTitle: "Learning & Evolution",
-      reflectionDesc: "Agents reflect on daily investment performance, summarize insights, and store them in ",
-      remeLink: "ReMe",
-      reflectionDesc2: " memory framework for continuous improvement.",
-
-      section3Title: "Performance Evaluation",
-
-      chartTitle: "• Performance Chart",
-      chartDesc: "Track portfolio equity curve vs. benchmarks (equal-weight, value-weighted, momentum). Use this to assess overall strategy effectiveness.",
-
-      rankingTitle: "• Analyst Rankings",
-      rankingDesc: "Click avatars in Trading Room to view analyst performance (Win Rate, Bull/Bear Win Rate). Use this to understand which analysts provide the most valuable insights.",
-
-      statsTitle: "• Statistics",
-      statsDesc: "Detailed holdings and trade history. Use this for in-depth analysis of position management and execution quality.",
-
-      callToAction: "Fork on ",
-      repoLink: "GitHub",
-      callToAction2: " to customize!"
-    },
-    zh: {
-      section1Title: "Agent 设定",
-      pmRole: "投资经理",
-      pmDesc: "负责最终交易决策和团队协作",
-      rmRole: "风控经理",
-      rmDesc: "监控组合风险并执行风险限制",
-      analystsRole: "分析师",
-      analystsDesc: "使用不同工具和 AI 模型进行专业研究：",
-      analysts: [
-        { name: "估值分析师", model: "Moonshot", modelKey: "Moonshot" },
-        { name: "情绪分析师", model: "Qwen", modelKey: "Alibaba" },
-        { name: "基本面分析师", model: "DeepSeek", modelKey: "DeepSeek" },
-        { name: "技术分析师", model: "Zhipu AI", modelKey: "Zhipu AI" }
-      ],
-
-      section2Title: "Agent 决策机制",
-
-      tradingProcess: "交易流程",
-      tradingDesc: "智能体以日频进行交易并持续跟踪组合净值。每天最终交易决策前，会经历三个关键阶段：",
-
-      analysisPhase: "• 分析阶段",
-      analysisDesc: "所有智能体根据各自的工具和信息独立分析并形成判断。",
-
-      communicationPhase: "• 沟通阶段",
-      commIntro: "提供了多种沟通渠道：1v1 私聊 / 1vN 通知 / NvN 会议",
-
-      decisionPhase: "• 决策阶段",
-      decisionDesc: "由投资经理汇总所有信息，并给出最终的团队交易决策。分析师给出的原始交易信号仅用于个人维度排名。",
-
-      reflectionTitle: "学习与进化",
-      reflectionDesc: "智能体根据当日实际收益反思决策、总结经验，并存入 ",
-      remeLink: "ReMe",
-      reflectionDesc2: " 记忆框架以持续改进。",
-
-      section3Title: "收益评估",
-
-      chartTitle: "• 业绩图表",
-      chartDesc: "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。",
-
-      rankingTitle: "• 分析师排名",
-      rankingDesc: "在交易室点击头像查看分析师表现（胜率、牛/熊市胜率），用来了解哪些分析师提供了最有价值的洞察。",
-
-      statsTitle: "• 统计数据",
-      statsDesc: "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。",
-
-      callToAction: "可在 ",
-      repoLink: "GitHub",
-      callToAction2: " 上 Fork 并自行定制。"
-    }
-  };
-
-  return (
-    <div ref={containerRef} style={containerStyle}>
-      <div ref={contentRef} style={contentWrapperStyle}>
-        <div style={innerContentStyle}>
-          <div style={languageSwitchStyle}>
-            <span
-              style={getLangStyle(true)}
-            >
-              中文
-            </span>
-          </div>
-
-            // Chinese Content
-            <>
-              {/* 第一部分：Agent 设定 */}
-              <div style={sectionTitleStyle}>{content.zh.section1Title}</div>
-
-              {/* 角色 */}
-              <div style={{ marginBottom: '8px', fontSize: '12px' }}>
-                <div style={{ marginBottom: '3px' }}>
-                  <span style={{ fontWeight: 600 }}>{content.zh.pmRole}:</span> {content.zh.pmDesc}
-                </div>
-                <div style={{ marginBottom: '3px' }}>
-                  <span style={{ fontWeight: 600 }}>{content.zh.rmRole}:</span> {content.zh.rmDesc}
-                </div>
-                <div style={{ marginBottom: '3px' }}>
-                  <span style={{ fontWeight: 600 }}>{content.zh.analystsRole}:</span> {content.zh.analystsDesc}
-                </div>
-              </div>
-
-              {/* Analysts 与 AI 模型 */}
-              <div style={{ marginLeft: '10px', marginBottom: '8px', display: 'grid', gridTemplateColumns: '1fr 1fr', gap: '3px 14px', fontSize: '11px' }}>
-                {content.zh.analysts.map(analyst => {
-                  const logo = llmLogos.find(l => l.name === analyst.modelKey);
-                  return (
-                    <div key={analyst.name} style={{
-                      display: 'flex',
-                      alignItems: 'center',
-                      gap: '8px'
-                    }}>
-                      {logo && (
-                        <img
-                          src={logo.url}
-                          alt={logo.label}
-                          style={{
-                            height: '16px',
-                            width: 'auto',
-                            objectFit: 'contain'
-                          }}
-                        />
-                      )}
-                      <span style={{ fontWeight: 600 }}>{analyst.name}</span>
-                      <span style={{ color: '#666' }}>- {analyst.model}</span>
-                    </div>
-                  );
-                })}
-              </div>
-
-              <div style={{ marginBottom: '10px', fontSize: '11px', fontStyle: 'italic', opacity: 0.8 }}>
-                {content.zh.callToAction}
-                <a
-                  href="https://github.com/agentscope-ai/agentscope-samples"
-                  target="_blank"
-                  rel="noopener noreferrer"
-                  style={linkStyle}
-                >
-                  {content.zh.repoLink}
-                </a>
-                {content.zh.callToAction2}
-              </div>
-
-              {/* 第二部分：Agent 决策机制 */}
-              <div style={sectionTitleStyle}>{content.zh.section2Title}</div>
-
-              <div style={{ marginBottom: '6px' }}>
-                <div style={{ fontWeight: 600, marginBottom: '3px' }}>{content.zh.tradingProcess}</div>
-                <div style={{ marginBottom: '6px', fontSize: '12px' }}>{content.zh.tradingDesc}</div>
-
-                <div style={subsectionStyle}>
-                  <div style={{ marginBottom: '4px', fontSize: '12px' }}>
-                    <span style={highlight}>{content.zh.analysisPhase.replace('• ', '')}:</span> {content.zh.analysisDesc}
-                  </div>
-
-                  <div style={{ marginBottom: '4px', fontSize: '12px' }}>
-                    <span style={highlight}>{content.zh.communicationPhase.replace('• ', '')}:</span> {content.zh.commIntro}
-                  </div>
-
-                  <div style={{ fontSize: '12px' }}>
-                    <span style={highlight}>{content.zh.decisionPhase.replace('• ', '')}:</span> {content.zh.decisionDesc}
-                  </div>
-                </div>
-              </div>
-
-              <div style={{ marginBottom: '10px' }}>
-                <div style={{ fontWeight: 600, marginBottom: '3px' }}>{content.zh.reflectionTitle}</div>
-                <div style={{ fontSize: '12px' }}>
-                  {content.zh.reflectionDesc}
-                  <a
-                    href="https://github.com/agentscope-ai/ReMe"
-                    target="_blank"
-                    rel="noopener noreferrer"
-                    style={linkStyle}
-                  >
-                    {content.zh.remeLink}
-                  </a>
-                  {content.zh.reflectionDesc2}
-                </div>
-              </div>
-
-              {/* 第三部分：收益评估 */}
-              <div style={sectionTitleStyle}>{content.zh.section3Title}</div>
-              <div style={subsectionStyle}>
-                <div style={{ marginBottom: '3px', fontSize: '12px' }}>
-                  <span style={{ fontWeight: 600 }}>{content.zh.chartTitle.replace('• ', '')}:</span> {content.zh.chartDesc}
-                </div>
-                <div style={{ marginBottom: '3px', fontSize: '12px' }}>
-                  <span style={{ fontWeight: 600 }}>{content.zh.rankingTitle.replace('• ', '')}:</span> {content.zh.rankingDesc}
-                </div>
-                <div style={{ fontSize: '12px' }}>
-                  <span style={{ fontWeight: 600 }}>{content.zh.statsTitle.replace('• ', '')}:</span> {content.zh.statsDesc}
-                </div>
-              </div>
-            </>
-        </div>
-      </div>
-    </div>
-  );
-}

frontend/src/components/WatchlistPanel.jsx

@@ -0,0 +1,244 @@
+import React from 'react';
+
+export default function WatchlistPanel({
+  isOpen,
+  isConnected,
+  isSaving,
+  draftSymbols,
+  inputValue,
+  feedback,
+  suggestions,
+  onToggle,
+  onClose,
+  onInputChange,
+  onInputKeyDown,
+  onAdd,
+  onRemove,
+  onRestoreCurrent,
+  onRestoreDefault,
+  onSuggestionClick,
+  onSave
+}) {
+  return (
+    <div style={{ display: 'flex', alignItems: 'center', gap: 8, minWidth: 0, position: 'relative' }}>
+      <button
+        onClick={onToggle}
+        style={{
+          padding: '6px 10px',
+          borderRadius: 4,
+          border: '1px solid #333333',
+          background: isOpen ? '#1E1E1E' : '#111111',
+          color: '#FFFFFF',
+          fontSize: '11px',
+          fontWeight: 700,
+          letterSpacing: '0.6px',
+          cursor: 'pointer',
+          whiteSpace: 'nowrap'
+        }}
+      >
+        WATCHLIST
+      </button>
+
+      {isOpen && (
+        <div style={{
+          position: 'absolute',
+          top: 'calc(100% + 10px)',
+          right: 0,
+          width: 360,
+          maxWidth: 'min(360px, 92vw)',
+          padding: '14px',
+          borderRadius: 8,
+          border: '1px solid #D9D9D9',
+          background: '#FFFFFF',
+          boxShadow: '0 12px 36px rgba(0, 0, 0, 0.14)',
+          zIndex: 40,
+          display: 'flex',
+          flexDirection: 'column',
+          gap: 12
+        }}>
+          <div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'flex-start', gap: 12 }}>
+            <div>
+              <div style={{ fontSize: '12px', fontWeight: 700, color: '#111111', letterSpacing: '0.3px' }}>
+                自选股管理
+              </div>
+              <div style={{ fontSize: '11px', color: '#666666', marginTop: 2 }}>
+                保存后会立即更新当前 run 的 watchlist
+              </div>
+            </div>
+            <button
+              onClick={onClose}
+              style={{
+                border: 'none',
+                background: 'transparent',
+                color: '#666666',
+                cursor: 'pointer',
+                fontSize: '14px',
+                lineHeight: 1
+              }}
+            >
+              ×
+            </button>
+          </div>
+
+          <div style={{
+            display: 'flex',
+            flexWrap: 'wrap',
+            gap: 8,
+            minHeight: 36,
+            padding: '2px 0'
+          }}>
+            {draftSymbols.map((symbol) => (
+              <button
+                key={symbol}
+                onClick={() => onRemove(symbol)}
+                style={{
+                  display: 'inline-flex',
+                  alignItems: 'center',
+                  gap: 6,
+                  padding: '6px 10px',
+                  borderRadius: 999,
+                  border: '1px solid #D0D7DE',
+                  background: '#F7F9FB',
+                  color: '#111111',
+                  fontSize: '11px',
+                  fontWeight: 700,
+                  cursor: 'pointer'
+                }}
+              >
+                <span>{symbol}</span>
+                <span style={{ color: '#777777' }}>×</span>
+              </button>
+            ))}
+            {draftSymbols.length === 0 && (
+              <div style={{ fontSize: '11px', color: '#888888', padding: '8px 2px' }}>
+                还没有股票，输入代码后回车添加
+              </div>
+            )}
+          </div>
+
+          <div style={{ display: 'flex', gap: 8 }}>
+            <input
+              value={inputValue}
+              onChange={(e) => onInputChange(e.target.value)}
+              onKeyDown={onInputKeyDown}
+              placeholder="输入股票代码，回车添加"
+              style={{
+                flex: 1,
+                padding: '9px 10px',
+                borderRadius: 6,
+                border: '1px solid #D0D7DE',
+                background: '#FFFFFF',
+                color: '#111111',
+                fontSize: '12px',
+                fontFamily: '"Courier New", monospace'
+              }}
+            />
+            <button
+              onClick={onAdd}
+              style={{
+                padding: '9px 12px',
+                borderRadius: 6,
+                border: '1px solid #D0D7DE',
+                background: '#F7F9FB',
+                color: '#111111',
+                fontSize: '11px',
+                fontWeight: 700,
+                cursor: 'pointer'
+              }}
+            >
+              添加
+            </button>
+          </div>
+
+          <div style={{ display: 'flex', flexWrap: 'wrap', gap: 6 }}>
+            {suggestions.map((symbol) => {
+              const active = draftSymbols.includes(symbol);
+              return (
+                <button
+                  key={symbol}
+                  onClick={() => onSuggestionClick(symbol)}
+                  disabled={active}
+                  style={{
+                    padding: '5px 8px',
+                    borderRadius: 999,
+                    border: '1px solid',
+                    borderColor: active ? '#B6E3C5' : '#D0D7DE',
+                    background: active ? '#ECFDF3' : '#FFFFFF',
+                    color: active ? '#157347' : '#4A5568',
+                    fontSize: '10px',
+                    fontWeight: 700,
+                    cursor: active ? 'default' : 'pointer'
+                  }}
+                >
+                  {symbol}
+                </button>
+              );
+            })}
+          </div>
+
+          <div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', gap: 8, flexWrap: 'wrap' }}>
+            <div style={{ display: 'flex', gap: 8, flexWrap: 'wrap' }}>
+              <button
+                onClick={onRestoreCurrent}
+                style={{
+                  padding: '8px 10px',
+                  borderRadius: 6,
+                  border: '1px solid #D0D7DE',
+                  background: '#FFFFFF',
+                  color: '#111111',
+                  fontSize: '11px',
+                  fontWeight: 700,
+                  cursor: 'pointer'
+                }}
+              >
+                恢复当前
+              </button>
+              <button
+                onClick={onRestoreDefault}
+                style={{
+                  padding: '8px 10px',
+                  borderRadius: 6,
+                  border: '1px solid #D0D7DE',
+                  background: '#FFFFFF',
+                  color: '#111111',
+                  fontSize: '11px',
+                  fontWeight: 700,
+                  cursor: 'pointer'
+                }}
+              >
+                恢复默认
+              </button>
+            </div>
+            <button
+              onClick={onSave}
+              disabled={!isConnected || isSaving}
+              style={{
+                padding: '9px 14px',
+                borderRadius: 6,
+                border: '1px solid #1565C0',
+                background: isConnected && !isSaving ? '#0D47A1' : '#94A3B8',
+                color: '#FFFFFF',
+                fontSize: '11px',
+                fontWeight: 700,
+                letterSpacing: '0.4px',
+                cursor: isConnected && !isSaving ? 'pointer' : 'not-allowed'
+              }}
+            >
+              {isSaving ? '保存中' : '保存'}
+            </button>
+          </div>
+
+          {feedback && (
+            <span style={{
+              color: feedback.type === 'success' ? '#00C853' : '#FF5252',
+              fontSize: '11px',
+              fontFamily: '"Courier New", monospace'
+            }}>
+              {feedback.text}
+            </span>
+          )}
+        </div>
+      )}
+    </div>
+  );
+}

frontend/src/hooks/useFeedProcessor.js

@@ -3,6 +3,88 @@ import { AGENTS } from "../config/constants";
 
 const MAX_FEED_ITEMS = 200;
 
+const normalizeSystemContent = (content) => {
+  if (typeof content !== "string") {
+    return content;
+  }
+
+  const trimmed = content.trim();
+  if (!trimmed) {
+    return trimmed;
+  }
+
+  if (trimmed === "Runtime assets reloaded." || trimmed === "运行时配置已热更新") {
+    return "配置已刷新";
+  }
+
+  if (trimmed.startsWith("Watchlist updated:")) {
+    const symbols = trimmed.replace("Watchlist updated:", "").trim();
+    return symbols ? `自选已更新: ${symbols}` : "自选已更新";
+  }
+
+  if (trimmed === "已连接实时数据服务") {
+    return "已连接";
+  }
+
+  if (trimmed === "正在尝试连接数据服务...") {
+    return "连接中...";
+  }
+
+  if (trimmed.startsWith("day_start:")) {
+    const value = trimmed.replace("day_start:", "").trim();
+    return value ? `交易日开始：${value}` : "交易日开始";
+  }
+
+  if (trimmed.startsWith("day_complete:")) {
+    const value = trimmed.replace("day_complete:", "").trim();
+    return value ? `交易日结束：${value}` : "交易日结束";
+  }
+
+  if (trimmed.startsWith("day_error:")) {
+    const value = trimmed.replace("day_error:", "").trim();
+    return value ? `交易日异常：${value}` : "交易日异常";
+  }
+
+  return trimmed;
+};
+
+const normalizeConferenceTitle = (title) => {
+  if (typeof title !== "string") {
+    return "投资讨论";
+  }
+
+  const trimmed = title.trim();
+  if (!trimmed) {
+    return "投资讨论";
+  }
+
+  if (trimmed.startsWith("Investment Discussion -")) {
+    const date = trimmed.replace("Investment Discussion -", "").trim();
+    return date ? `投资讨论 · ${date}` : "投资讨论";
+  }
+
+  if (trimmed === "Team Conference") {
+    return "投资讨论";
+  }
+
+  return trimmed;
+};
+
+const normalizeAgentLabel = (agentName, agentId) => {
+  if (typeof agentName === "string") {
+    const trimmed = agentName.trim();
+    if (trimmed.toLowerCase() === "conference summary") {
+      return "会议总结";
+    }
+  }
+
+  if (typeof agentId === "string" && agentId.trim().toLowerCase() === "conference summary") {
+    return "会议总结";
+  }
+
+  return agentName;
+};
+
 /**
  * Generate a unique ID for feed items
  */
@@ -26,7 +108,7 @@ const eventToMessage = (evt) => {
       id: generateId("msg"),
       timestamp,
       agentId: evt.agentId,
-      agent: agent?.name || evt.agentName || evt.agentId || "Agent",
+      agent: normalizeAgentLabel(agent?.name || evt.agentName || evt.agentId || "Agent", evt.agentId),
       role: agent?.role || evt.role || "Agent",
       content: evt.content
     };
@@ -50,7 +132,7 @@ const eventToMessage = (evt) => {
       timestamp,
       agent: "System",
       role: "System",
-      content: evt.content || `${evt.type}: ${evt.date || ""}`
+      content: normalizeSystemContent(evt.content || `${evt.type}: ${evt.date || ""}`)
     };
 
   default:
@@ -129,7 +211,7 @@ export function useFeedProcessor() {
           // Start a new conference
           currentConference = {
             id: evt.conferenceId || generateId("conf"),
-            title: evt.title || "Team Conference",
+            title: normalizeConferenceTitle(evt.title || "Team Conference"),
             startTime: evt.timestamp || evt.ts || Date.now(),
             endTime: null,
             isLive: false,
@@ -209,7 +291,7 @@ export function useFeedProcessor() {
     if (evt.type === "conference_start") {
       const conference = {
         id: evt.conferenceId || generateId("conf"),
-        title: evt.title || "Team Conference",
+        title: normalizeConferenceTitle(evt.title || "Team Conference"),
         startTime: evt.timestamp || evt.ts || Date.now(),
         endTime: null,
         isLive: true,
@@ -312,7 +394,7 @@ export function useFeedProcessor() {
       timestamp: Date.now(),
       agent: "System",
       role: "System",
-      content
+      content: normalizeSystemContent(content)
     };
 
     const activeConf = activeConferenceRef.current;

frontend/src/styles/GlobalStyles.jsx

@@ -1030,8 +1030,9 @@ export default function GlobalStyles() {
       /* Three-view slider (Room / Chart / Statistics) */
       .view-slider-three {
         position: absolute;
+        top: 40px;
         width: 300%;
-        height: 100%;
+        height: calc(100% - 40px);
         display: flex;
         transition: transform 1.6s cubic-bezier(0.34, 1.56, 0.64, 1);
       }
@@ -1052,7 +1053,7 @@ export default function GlobalStyles() {
         transform: translateX(-66.666%);
       }
 
-      /* Four-view slider (Rules / Room / Chart / Statistics) */
+      /* Four-view slider (Room / Explain / Chart / Statistics) */
       .view-slider-four {
         position: absolute;
         top: 40px;
@@ -1066,11 +1067,11 @@ export default function GlobalStyles() {
         transition: transform 0.8s cubic-bezier(0.34, 1.56, 0.64, 1);
       }
 
-      .view-slider-four.show-rules {
+      .view-slider-four.show-room {
         transform: translateX(0);
       }
 
-      .view-slider-four.show-room {
+      .view-slider-four.show-explain {
         transform: translateX(-25%);
       }
 
@@ -1873,4 +1874,3 @@ export default function GlobalStyles() {
     `}</style>
   );
 }
-

live/team_dashboard/holdings.json

@@ -0,0 +1 @@
+[]

live/team_dashboard/leaderboard.json

@@ -0,0 +1,134 @@
+[
+  {
+    "agentId": "portfolio_manager",
+    "name": "投资经理",
+    "role": "投资经理",
+    "avatar": "pm",
+    "rank": null,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  },
+  {
+    "agentId": "risk_manager",
+    "name": "风控经理",
+    "role": "风控经理",
+    "avatar": "risk",
+    "rank": null,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  },
+  {
+    "agentId": "sentiment_analyst",
+    "name": "情绪分析师",
+    "role": "情绪分析师",
+    "avatar": "sentiment",
+    "rank": 0,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  },
+  {
+    "agentId": "technical_analyst",
+    "name": "技术分析师",
+    "role": "技术分析师",
+    "avatar": "technical",
+    "rank": 0,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  },
+  {
+    "agentId": "fundamentals_analyst",
+    "name": "基本面分析师",
+    "role": "基本面分析师",
+    "avatar": "fundamentals",
+    "rank": 0,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  },
+  {
+    "agentId": "valuation_analyst",
+    "name": "估值分析师",
+    "role": "估值分析师",
+    "avatar": "valuation",
+    "rank": 0,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  }
+]

live/team_dashboard/stats.json

@@ -0,0 +1,18 @@
+{
+  "totalAssetValue": 100000.0,
+  "totalReturn": 0.0,
+  "cashPosition": 100000.0,
+  "tickerWeights": {},
+  "totalTrades": 0,
+  "winRate": 0.0,
+  "bullBear": {
+    "bull": {
+      "n": 0,
+      "win": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0
+    }
+  }
+}

live/team_dashboard/summary.json

@@ -0,0 +1,13 @@
+{
+  "totalAssetValue": 100000.0,
+  "totalReturn": 0.0,
+  "cashPosition": 100000.0,
+  "tickerWeights": {},
+  "totalTrades": 0,
+  "pnlPct": 0.0,
+  "balance": 100000.0,
+  "equity": [],
+  "baseline": [],
+  "baseline_vw": [],
+  "momentum": []
+}

live/team_dashboard/trades.json

@@ -0,0 +1 @@
+[]

runs/reload_demo/BOOTSTRAP.md

@@ -0,0 +1,18 @@
+---
+tickers:
+  - NVDA
+  - AMD
+initial_cash: 250000
+margin_requirement: 0.5
+enable_memory: false
+max_comm_cycles: 1
+agent_overrides:
+  risk_manager:
+    active_tool_groups:
+      - risk_ops
+---
+
+# Bootstrap
+
+Prefer semiconductor names in this run.
+Keep decisions terse and explicitly mention concentration risk.

runs/reload_demo/agents/fundamentals_analyst/POLICY.md

@@ -0,0 +1,5 @@
+# Policy
+
+Optional run-scoped constraints, limits, or strategy policy.
+
+State a clear signal, confidence, and the conditions that would invalidate the thesis.

runs/reload_demo/agents/fundamentals_analyst/ROLE.md

@@ -0,0 +1,11 @@
+# Role
+
+Optional run-scoped role override.
+
+作为基本面分析师，你专注于：
+- 公司财务健康状况和盈利能力
+- 商业模式可持续性和竞争优势
+- 管理层质量和公司治理
+- 行业地位和市场份额
+- 长期投资价值评估
+你倾向于选择能够深入了解公司内在价值的工具，更偏好基本面和估值类工具。

runs/reload_demo/agents/fundamentals_analyst/STYLE.md

@@ -0,0 +1,9 @@
+# Style
+
+Optional run-scoped communication or reasoning style.
+
+- 公司财务健康状况和盈利能力
+- 商业模式可持续性和竞争优势
+- 管理层质量和公司治理
+- 行业地位和市场份额
+- 长期投资价值评估

runs/reload_demo/agents/portfolio_manager/POLICY.md

@@ -0,0 +1,5 @@
+# Policy
+
+Optional run-scoped constraints, limits, or strategy policy.
+
+Respect cash, margin, and portfolio concentration constraints before recording decisions.

runs/reload_demo/agents/portfolio_manager/ROLE.md

@@ -0,0 +1,5 @@
+# Role
+
+Optional run-scoped role override.
+
+Synthesize analyst and risk inputs into explicit portfolio decisions.

runs/reload_demo/agents/portfolio_manager/STYLE.md

@@ -0,0 +1,5 @@
+# Style
+
+Optional run-scoped communication or reasoning style.
+
+Be concise, capital-aware, and explicit about sizing rationale.

runs/reload_demo/agents/risk_manager/POLICY.md

@@ -0,0 +1,5 @@
+# Policy
+
+Optional run-scoped constraints, limits, or strategy policy.
+
+Use available risk tools before issuing the final risk memo.

runs/reload_demo/agents/risk_manager/ROLE.md

@@ -0,0 +1,5 @@
+# Role
+
+Optional run-scoped role override.
+
+Quantify concentration, leverage, liquidity, and volatility risk before trade execution.

runs/reload_demo/agents/risk_manager/STYLE.md

@@ -0,0 +1,6 @@
+# Style
+
+Optional run-scoped communication or reasoning style.
+
+Prioritize the highest-severity semiconductor risk first.
+Always state one concrete position limit and one liquidation trigger.

runs/reload_demo/agents/sentiment_analyst/POLICY.md

@@ -0,0 +1,5 @@
+# Policy
+
+Optional run-scoped constraints, limits, or strategy policy.
+
+State a clear signal, confidence, and the conditions that would invalidate the thesis.

runs/reload_demo/agents/sentiment_analyst/ROLE.md

@@ -0,0 +1,11 @@
+# Role
+
+Optional run-scoped role override.
+
+作为情绪分析师，你专注于：
+- 市场参与者情绪变化
+- 新闻舆情和媒体影响
+- 内部人交易行为
+- 投资者恐慌和贪婪情绪
+- 市场预期和心理因素
+你倾向于选择能够反映市场情绪和投资者行为的工具，更偏好情绪和行为类工具。

runs/reload_demo/agents/sentiment_analyst/STYLE.md

@@ -0,0 +1,9 @@
+# Style
+
+Optional run-scoped communication or reasoning style.
+
+- 市场参与者情绪变化
+- 新闻舆情和媒体影响
+- 内部人交易行为
+- 投资者恐慌和贪婪情绪
+- 市场预期和心理因素

runs/reload_demo/agents/technical_analyst/POLICY.md

@@ -0,0 +1,5 @@
+# Policy
+
+Optional run-scoped constraints, limits, or strategy policy.
+
+State a clear signal, confidence, and the conditions that would invalidate the thesis.

runs/reload_demo/agents/technical_analyst/ROLE.md

@@ -0,0 +1,11 @@
+# Role
+
+Optional run-scoped role override.
+
+作为技术分析师，你专注于：
+- 价格趋势和图表形态
+- 技术指标和交易信号
+- 市场情绪和资金流向
+- 支撑/阻力位和关键价格点
+- 中短期交易机会
+你倾向于选择能够捕捉价格动态和市场趋势的工具，更偏好技术分析类工具。

runs/reload_demo/agents/technical_analyst/STYLE.md

@@ -0,0 +1,9 @@
+# Style
+
+Optional run-scoped communication or reasoning style.
+
+- 价格趋势和图表形态
+- 技术指标和交易信号
+- 市场情绪和资金流向
+- 支撑/阻力位和关键价格点
+- 中短期交易机会

runs/reload_demo/agents/valuation_analyst/POLICY.md

@@ -0,0 +1,5 @@
+# Policy
+
+Optional run-scoped constraints, limits, or strategy policy.
+
+State a clear signal, confidence, and the conditions that would invalidate the thesis.

runs/reload_demo/agents/valuation_analyst/ROLE.md

@@ -0,0 +1,11 @@
+# Role
+
+Optional run-scoped role override.
+
+作为估值分析师，你专注于：
+- 公司内在价值计算
+- 不同估值方法的比较
+- 估值模型假设和敏感性分析
+- 相对估值和绝对估值
+- 投资安全边际评估
+你倾向于选择能够准确计算公司价值的工具，更偏好估值模型和基本面工具。

runs/reload_demo/agents/valuation_analyst/STYLE.md

@@ -0,0 +1,9 @@
+# Style
+
+Optional run-scoped communication or reasoning style.
+
+- 公司内在价值计算
+- 不同估值方法的比较
+- 估值模型假设和敏感性分析
+- 相对估值和绝对估值
+- 投资安全边际评估

runs/reload_demo/skills/activation.yaml

@@ -0,0 +1,8 @@
+global_enabled_skills: []
+global_disabled_skills: []
+agent_enabled_skills:
+  risk_manager:
+    - technical_review
+  portfolio_manager:
+    - risk_review
+agent_disabled_skills: {}

runs/reload_demo/skills/active/fundamental_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: fundamental_review
+description: Review a company from a fundamentals-first perspective before issuing a trading signal.
+---
+
+# Fundamental Review
+
+Use this skill when the task requires judging business quality, balance-sheet strength, profitability, or long-term earnings durability.
+
+## Workflow
+
+1. Check profitability, growth, financial health, and efficiency before forming a conclusion.
+2. Separate durable business quality from short-term noise.
+3. State what would invalidate the thesis.
+4. End with a clear signal, confidence, and the main drivers behind that signal.
+
+## Guardrails
+
+- Do not rely on one metric in isolation.
+- Call out missing data explicitly.
+- Prefer conservative conclusions when financial quality is mixed.

runs/reload_demo/skills/active/portfolio_decisioning/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: portfolio_decisioning
+description: Synthesize analyst inputs and risk feedback into explicit portfolio decisions.
+---
+
+# Portfolio Decisioning
+
+Use this skill when you are responsible for converting team analysis into final trades.
+
+## Workflow
+
+1. Read analyst conclusions and risk warnings before acting.
+2. Evaluate the current portfolio, cash, and margin constraints.
+3. Record one explicit decision per ticker using the decision tool.
+4. Summarize the portfolio-level rationale after all decisions are recorded.
+
+## Guardrails
+
+- Position sizing must respect capital and margin limits.
+- Prefer smaller size when analyst conviction and risk signals disagree.
+- Do not leave a ticker undecided when the task expects a full slate of decisions.

runs/reload_demo/skills/active/risk_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: risk_review
+description: Assess portfolio and market risks before final position sizing and execution.
+---
+
+# Risk Review
+
+Use this skill when you must identify concentration, volatility, leverage, and scenario risks.
+
+## Workflow
+
+1. Review the proposed exposure by ticker and theme.
+2. Identify concentration, volatility, liquidity, and leverage concerns.
+3. Rank warnings by severity.
+4. Translate risk findings into concrete limits or cautions for the portfolio manager.
+
+## Guardrails
+
+- Focus on actionable risk controls.
+- Quantify limits when the available data supports it.
+- Distinguish fatal blockers from manageable risks.

runs/reload_demo/skills/active/sentiment_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: sentiment_review
+description: Analyze news flow, market psychology, and insider behavior for catalyst-driven signals.
+---
+
+# Sentiment Review
+
+Use this skill when the task depends on recent catalysts, news tone, or behavioral market signals.
+
+## Workflow
+
+1. Review recent news and identify the dominant narrative.
+2. Check insider activity for confirming or conflicting signals.
+3. Separate durable sentiment shifts from transient noise.
+4. Explain how sentiment changes the near-term trade outlook.
+
+## Guardrails
+
+- Do not confuse attention with conviction.
+- Highlight when sentiment is strong but unsupported by fundamentals.
+- Be explicit about catalyst timing risk.

runs/reload_demo/skills/active/technical_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: technical_review
+description: Evaluate price action, momentum, and volatility to judge timing and market regime.
+---
+
+# Technical Review
+
+Use this skill when the task is sensitive to entry timing, trend quality, or short-term market structure.
+
+## Workflow
+
+1. Assess trend direction and strength.
+2. Check momentum and mean-reversion conditions.
+3. Review volatility before making aggressive recommendations.
+4. Convert the setup into a trading view with explicit risk awareness.
+
+## Guardrails
+
+- Distinguish trend continuation from overshoot.
+- Avoid strong conviction when signals conflict.
+- Treat volatility as a sizing input, not only a directional input.

runs/reload_demo/skills/active/valuation_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: valuation_review
+description: Estimate fair value and margin of safety using multiple valuation lenses.
+---
+
+# Valuation Review
+
+Use this skill when the task requires determining whether a stock is cheap, expensive, or fairly priced.
+
+## Workflow
+
+1. Use more than one valuation method when possible.
+2. Compare intrinsic value estimates with current market pricing.
+3. Explain the key assumptions behind the valuation view.
+4. State the margin of safety and what could compress or expand it.
+
+## Guardrails
+
+- Treat valuation as a range, not a single precise number.
+- Call out assumption sensitivity.
+- Avoid high-confidence calls when inputs are sparse or unstable.

runs/reload_demo/state/server_state.json

@@ -0,0 +1,206 @@
+{
+  "status": "running",
+  "current_date": "2026-03-16",
+  "portfolio": {
+    "total_value": 250000.0,
+    "cash": 250000.0,
+    "pnl_percent": 0.0,
+    "equity": [],
+    "baseline": [],
+    "baseline_vw": [],
+    "momentum": [],
+    "strategies": [],
+    "equity_return": [],
+    "baseline_return": [],
+    "baseline_vw_return": [],
+    "momentum_return": []
+  },
+  "holdings": [],
+  "trades": [],
+  "stats": {
+    "totalAssetValue": 250000.0,
+    "totalReturn": 0.0,
+    "cashPosition": 250000.0,
+    "tickerWeights": {},
+    "totalTrades": 0,
+    "winRate": 0.0,
+    "bullBear": {
+      "bull": {
+        "n": 0,
+        "win": 0
+      },
+      "bear": {
+        "n": 0,
+        "win": 0
+      }
+    }
+  },
+  "leaderboard": [
+    {
+      "agentId": "portfolio_manager",
+      "name": "投资经理",
+      "role": "投资经理",
+      "avatar": "pm",
+      "rank": null,
+      "winRate": null,
+      "bull": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "bear": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "logs": [],
+      "signals": [],
+      "modelName": "deepseek-v3.2",
+      "modelProvider": "DASHSCOPE"
+    },
+    {
+      "agentId": "risk_manager",
+      "name": "风控经理",
+      "role": "风控经理",
+      "avatar": "risk",
+      "rank": null,
+      "winRate": null,
+      "bull": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "bear": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "logs": [],
+      "signals": [],
+      "modelName": "deepseek-v3.2",
+      "modelProvider": "DASHSCOPE"
+    },
+    {
+      "agentId": "sentiment_analyst",
+      "name": "情绪分析师",
+      "role": "情绪分析师",
+      "avatar": "sentiment",
+      "rank": 0,
+      "winRate": null,
+      "bull": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "bear": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "logs": [],
+      "signals": [],
+      "modelName": "deepseek-v3.2",
+      "modelProvider": "DASHSCOPE"
+    },
+    {
+      "agentId": "technical_analyst",
+      "name": "技术分析师",
+      "role": "技术分析师",
+      "avatar": "technical",
+      "rank": 0,
+      "winRate": null,
+      "bull": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "bear": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "logs": [],
+      "signals": [],
+      "modelName": "deepseek-v3.2",
+      "modelProvider": "DASHSCOPE"
+    },
+    {
+      "agentId": "fundamentals_analyst",
+      "name": "基本面分析师",
+      "role": "基本面分析师",
+      "avatar": "fundamentals",
+      "rank": 0,
+      "winRate": null,
+      "bull": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "bear": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "logs": [],
+      "signals": [],
+      "modelName": "deepseek-v3.2",
+      "modelProvider": "DASHSCOPE"
+    },
+    {
+      "agentId": "valuation_analyst",
+      "name": "估值分析师",
+      "role": "估值分析师",
+      "avatar": "valuation",
+      "rank": 0,
+      "winRate": null,
+      "bull": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "bear": {
+        "n": 0,
+        "win": 0,
+        "unknown": 0
+      },
+      "logs": [],
+      "signals": [],
+      "modelName": "deepseek-v3.2",
+      "modelProvider": "DASHSCOPE"
+    }
+  ],
+  "realtime_prices": {},
+  "system_started": "2026-03-16T00:38:27.957651",
+  "feed_history": [
+    {
+      "type": "system",
+      "content": "Runtime assets reloaded.",
+      "timestamp": "2026-03-16"
+    },
+    {
+      "type": "day_start",
+      "date": "2026-03-16",
+      "progress": 0.0,
+      "timestamp": "2026-03-16"
+    }
+  ],
+  "last_day_history": [],
+  "trading_days_total": 0,
+  "trading_days_completed": 0,
+  "server_mode": "live",
+  "is_backtest": false,
+  "is_mock_mode": true,
+  "data_sources": {
+    "preferred": [
+      "yfinance",
+      "financial_datasets",
+      "finnhub",
+      "local_csv"
+    ],
+    "last_success": {
+      "market_cap": "financial_datasets",
+      "financial_metrics": "yfinance"
+    }
+  },
+  "last_saved": "2026-03-16T00:38:59.051101"
+}

runs/reload_demo/team_dashboard/holdings.json

@@ -0,0 +1 @@
+[]

runs/reload_demo/team_dashboard/leaderboard.json

@@ -0,0 +1,134 @@
+[
+  {
+    "agentId": "portfolio_manager",
+    "name": "投资经理",
+    "role": "投资经理",
+    "avatar": "pm",
+    "rank": null,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  },
+  {
+    "agentId": "risk_manager",
+    "name": "风控经理",
+    "role": "风控经理",
+    "avatar": "risk",
+    "rank": null,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  },
+  {
+    "agentId": "sentiment_analyst",
+    "name": "情绪分析师",
+    "role": "情绪分析师",
+    "avatar": "sentiment",
+    "rank": 0,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  },
+  {
+    "agentId": "technical_analyst",
+    "name": "技术分析师",
+    "role": "技术分析师",
+    "avatar": "technical",
+    "rank": 0,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  },
+  {
+    "agentId": "fundamentals_analyst",
+    "name": "基本面分析师",
+    "role": "基本面分析师",
+    "avatar": "fundamentals",
+    "rank": 0,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  },
+  {
+    "agentId": "valuation_analyst",
+    "name": "估值分析师",
+    "role": "估值分析师",
+    "avatar": "valuation",
+    "rank": 0,
+    "winRate": null,
+    "bull": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0,
+      "unknown": 0
+    },
+    "logs": [],
+    "signals": [],
+    "modelName": "deepseek-v3.2",
+    "modelProvider": "DASHSCOPE"
+  }
+]

runs/reload_demo/team_dashboard/stats.json

@@ -0,0 +1,18 @@
+{
+  "totalAssetValue": 250000.0,
+  "totalReturn": 0.0,
+  "cashPosition": 250000.0,
+  "tickerWeights": {},
+  "totalTrades": 0,
+  "winRate": 0.0,
+  "bullBear": {
+    "bull": {
+      "n": 0,
+      "win": 0
+    },
+    "bear": {
+      "n": 0,
+      "win": 0
+    }
+  }
+}

runs/reload_demo/team_dashboard/summary.json

@@ -0,0 +1,13 @@
+{
+  "totalAssetValue": 250000.0,
+  "totalReturn": 0.0,
+  "cashPosition": 250000.0,
+  "tickerWeights": {},
+  "totalTrades": 0,
+  "pnlPct": 0.0,
+  "balance": 250000.0,
+  "equity": [],
+  "baseline": [],
+  "baseline_vw": [],
+  "momentum": []
+}

runs/reload_demo/team_dashboard/trades.json

@@ -0,0 +1 @@
+[]

runs/reload_demo_prompt_check/BOOTSTRAP.md

@@ -0,0 +1,13 @@
+---
+tickers:
+  - NVDA
+initial_cash: 100000
+margin_requirement: 0.5
+enable_memory: false
+max_comm_cycles: 2
+agent_overrides: {}
+---
+
+# Bootstrap
+
+Prompt reload smoke.

runs/reload_demo_prompt_check/agents/fundamentals_analyst/POLICY.md

@@ -0,0 +1,2 @@
+# POLICY
+

runs/reload_demo_prompt_check/agents/fundamentals_analyst/ROLE.md

@@ -0,0 +1,2 @@
+# ROLE
+

runs/reload_demo_prompt_check/agents/fundamentals_analyst/STYLE.md

@@ -0,0 +1,2 @@
+# STYLE
+

runs/reload_demo_prompt_check/agents/portfolio_manager/POLICY.md

@@ -0,0 +1,2 @@
+# POLICY
+

runs/reload_demo_prompt_check/agents/portfolio_manager/ROLE.md

@@ -0,0 +1,2 @@
+# ROLE
+

runs/reload_demo_prompt_check/agents/portfolio_manager/STYLE.md

@@ -0,0 +1,2 @@
+# STYLE
+

runs/reload_demo_prompt_check/agents/risk_manager/POLICY.md

@@ -0,0 +1,2 @@
+# POLICY
+

runs/reload_demo_prompt_check/agents/risk_manager/ROLE.md

@@ -0,0 +1,2 @@
+# ROLE
+

runs/reload_demo_prompt_check/agents/risk_manager/STYLE.md

@@ -0,0 +1,3 @@
+# Style
+
+STYLE_MARKER_TWO

runs/reload_demo_prompt_check/agents/sentiment_analyst/POLICY.md

@@ -0,0 +1,2 @@
+# POLICY
+

runs/reload_demo_prompt_check/agents/sentiment_analyst/ROLE.md

@@ -0,0 +1,2 @@
+# ROLE
+

runs/reload_demo_prompt_check/agents/sentiment_analyst/STYLE.md

@@ -0,0 +1,2 @@
+# STYLE
+

runs/reload_demo_prompt_check/agents/technical_analyst/POLICY.md

@@ -0,0 +1,2 @@
+# POLICY
+

runs/reload_demo_prompt_check/agents/technical_analyst/ROLE.md

@@ -0,0 +1,2 @@
+# ROLE
+

runs/reload_demo_prompt_check/agents/technical_analyst/STYLE.md

@@ -0,0 +1,2 @@
+# STYLE
+

runs/reload_demo_prompt_check/agents/valuation_analyst/POLICY.md

@@ -0,0 +1,2 @@
+# POLICY
+

runs/reload_demo_prompt_check/agents/valuation_analyst/ROLE.md

@@ -0,0 +1,2 @@
+# ROLE
+

runs/reload_demo_prompt_check/agents/valuation_analyst/STYLE.md

@@ -0,0 +1,2 @@
+# STYLE
+

runs/reload_demo_prompt_check/skills/activation.yaml

@@ -0,0 +1,4 @@
+global_enabled_skills: []
+global_disabled_skills: []
+agent_enabled_skills: {}
+agent_disabled_skills: {}