Decisions are scored only on final closes and settle across long market holidays, a model's unpadded date no longer reads filings made after the run date, and fixes to portfolios, prices, SEC statements, reports, Azure and Claude settings.
Upgrading from 0.7.0
- Docker images no longer include
.env.enterprise. For Azure OpenAI in Docker, put its keys in.env.
Fixed
- A date a model passes without zero padding, such as
2024-7-5, is read as that date. It could compare as later than a filing made after the run date, and SEC EDGAR then served that filing. (#1488) - A decision is no longer scored on the bar of a session still trading, and one made before a market closure longer than a week, such as a national holiday, settles once trading resumes instead of staying pending. (#1548, #1539)
- A backtest reports the failures of its last settlement pass, and two started in the same second no longer share one run. (#1557, #1549)
- A holding listed under a broker's spelling (
BTCUSDT,700.HK) is matched to the instrument analyzed, and a portfolio number that is not finite is refused when the file loads. (#1556, #1509) - Prices keep their significant digits: a sub-cent close no longer prints as 0.00, and a currency pair keeps its pips. (#1567)
- SEC EDGAR statements list one row per period, so a model no longer reads a figure against the wrong quarter across a long history, and a figure under one million no longer prints as 0. (#1517, #1589)
- Saving a report to a folder used before removes the earlier run's sections. (#1566)
- A date window that ends before it starts is sent back to the model instead of returning no data. (#1595)
- A statement frequency other than annual or quarterly is sent back to the model instead of being served annual figures under that word. (#1593)
- The memory's most recent lessons, and the entries rotation keeps, follow decision dates, so a backfill of older dates no longer displaces them. (#1603)
- Prediction-market odds near 0% or 100% show their distance from it to two significant digits. (#1598)
- Azure OpenAI receives
max_tokensand a configured endpoint. (#1584, #1600) - Claude's effort setting is decided correctly for dated model IDs such as
claude-sonnet-4-20250514. (#1585) - The CLI checks a ticker with the same rule as the run, so
XAUUSD+is accepted and..is refused at the prompt. (#1604) - Docker images no longer include
.envfiles from any folder. - Tests that failed on Windows and macOS for platform reasons are fixed. (#1506, #1485, #1541)
Contributors
@alanfate3, @aranlucas, @BichengWang, @Bortlesboat, @hoffman988, @jhill-cmd, @muhib-karim, @pei711, @peiji1981, @rudycelekli, @Shubham-Padkonde, @stevexyz2003, @SuperMarioYL, @sytfly, @yuv009.