Auto-Trader/CHANGELOG.md

Changelog

All notable changes to Vibe-Trading are documented in this file. This project adheres to Semantic Versioning.

[Unreleased]

Added

• Memory Tier 2: Structural Organization — four independently-gated modules for memory lifecycle enhancement:
  • H-MEM hierarchical directory routing (VT_MEMORY_HIERARCHY)
  • A-MEM semantic linking via BM25 (VT_MEMORY_LINKS)
  • Auto-compression pipeline with TF-IDF key-sentence extraction (VT_MEMORY_COMPRESSION)
  • FTS5 full-text search index with CJK bigram tokenization (VT_MEMORY_FTS_INDEX)
• VT_MEMORY=off|on|full preset — one-line business-friendly configuration replacing 7 individual flags
  • off: no lifecycle management (default)
  • on: quality scoring + auto-decay + garbage collection (Tier 1)
  • full: all features including hierarchy, links, compression, and FTS (Tier 1 + Tier 2)
  • Individual VT_MEMORY_* flags still work as explicit overrides
• Dependency-conflict warnings when VT_MEMORY_COMPRESSION=true without VT_MEMORY_GC
• Lazy FTS5 auto-rebuild on first search when index is empty
• 9 end-to-end integration tests + 23 benchmark tests against real production corpus

[0.1.12] — 2026-07-22

Added

• User swarm-presets directory: preset YAMLs dropped into ~/.vibe-trading/swarm/presets/ are discovered alongside the bundled roster (same-name files override it — the same rule as user skills) and survive pip install -U. list_presets() entries now carry a source: "user" | "bundled" field; explicitly named user presets run through run_swarm(preset_name=...), while keyword auto-routing stays limited to the curated table. Preset names are validated to a single path segment before any filesystem lookup.
• Security hardening: all 10 findings from the 2026-07-10 external audit closed (#476, tracking discussion #468) — Docker multi-stage rebuild with digest-pinned base images, AST-hardened backtest sandbox (blocks network/subprocess/eval/os.environ/unsafe-open reachable from generated code, including inside nested function bodies), short-lived single-use SSE auth tickets replacing a long-lived key in the URL/logs, hardened Compose (read_only, dropped capabilities, no-new-privileges, resource limits), auth + rate limiting on /correlation, security headers (CSP Report-Only, X-Content-Type-Options, Permissions-Policy), /live + /ready health split, hash-locked dependencies wired into the Docker build, GitHub Actions pinned by commit SHA, and an HMAC-authenticated factor cache.
• Opt-in TAP mode for Alpaca (#377, thanks @0xZKnw) — routes all broker egress through a self-hosted TAP proxy so the agent process never holds the raw API key, with writes blocking on human approval.
• Realized portfolio turnover (avg_turnover / total_turnover) surfaced in backtest metrics for every optimizer (#478, thanks @Robin1987China).
• Frazzini-Pedersen betting-against-beta academic factor (#480, thanks @YogeshModi24) — Alpha Zoo: 460 → 461.
• MetaTrader 5 connector + data source (Exness-style MT5 brokers, Windows-only pip install "vibe-trading-ai[mt5]"). Broker connectors: 11 → 12 — full read surface plus order placement against a locally running terminal, with a bidirectional identity guard (paper profile ⇔ demo trade_mode, login pinned, contest rejected), connector-level max_order_volume/max_order_notional_usd guards on demo AND live, and hedging-safe position close by ticket. The live mandate gate gains forex/cfd instrument vocabulary (schema v1 unchanged) and a lot-aware quantity_notional_usd sizing hook so USD caps bind on lot-sized orders (0.1 lot EURUSD ≈ $10,800, never 0.1 × quote). Market-data sources: 20 → 21 — the mt5 loader heads the forex fallback chain (broker-exact symbols with Exness suffix discovery, 1m–1D bars), get_market_data learns forex/metal symbol routing (EUR/USD, XAUUSD.FX previously fell through to tushare), and akshare's forex path accepts the canonical slash form so degradation off-Windows keeps working.
• Strategy Development Manager skill (#457, thanks @shadowinlife, closes #455) — sdm_register / sdm_status / sdm_decay_scan turn academic papers and broker research into registered factors/strategies with a persistent SQLite artifact store (UNIQUE(name, universe)) and automated IC/Sharpe decay monitoring driving an active → monitoring → decayed → disabled lifecycle. Pluggable OCR for read_document (local RapidOCR by default; cloud Qwen-VL is explicit opt-in only via VIBE_TRADING_OCR_ENGINE=qwen-vl, never auto-selected). Skills: 86 → 87.
• Requesty as an OpenAI-compatible LLM gateway provider (#474, thanks @Thibaultjaigu) — same provider/model naming and capability shape as OpenRouter, wired through CLI onboarding, provider menu, and Settings.
• Binance USD-M perpetual routing, slice 1 of #462 (#470, thanks @honginp) — explicit BTC-USDT-PERP symbol contract with execution/mark price separation, fail-closed when the two aren't timestamp-synchronized.
• Correlation regime timeline (#756, thanks @ebujinovch, closes #719) — a new additive GET /correlation/regime endpoint plus an opt-in "Regime timeline" strip on the Correlation tab: rolling pairwise correlations reduce to an edge-density series, causally smoothed, and run through a two-threshold hysteresis state machine that marks FUSED episodes ("when did the market fuse into one bloc?"). Descriptive risk context, not a trading signal; shares /correlation's auth + rate-limit budget. Backed by the correlation-regime skill (#557, thanks @ebujinovch).
• Three new LLM providers — SiliconFlow CN + Global (#565, thanks @UNHNQ), iFlytek Spark (#537, thanks @FenjuFu), and a native Anthropic Messages API adapter (#695, thanks @jelech; pip install "vibe-trading-ai[anthropic]"). MiniMax now exposes its regional API endpoints (#731, thanks @octo-patch).
• Historical USD-M funding settlements for Binance perpetuals (#716, thanks @honginp); maintenance brackets are supplied as a validated, versioned artifact rather than a live authenticated fetch (#757, thanks @honginp), so a plain -PERP backtest stays zero-credential.
• Pluggable OCR for read_document with optional LLM-vision extraction and a configurable text-density threshold (#548, thanks @shadowinlife) — local RapidOCR by default; cloud engines are explicit opt-in, never auto-selected.
• New academic factor academic_corr_rewire (#705, thanks @ebujinovch) and the fundamental zoo wired into the _VALID_ZOOS whitelist (#707, thanks @sambazhu). Binance crypto fallback loader (#643) and bounded OKX history fetches with rate-limit handling (#644, thanks @tyj147454413-cmd).
• QVeris premium-track hardening — session budget applied to backtest data calls (#685) and atomic credit accounting (#686, thanks @xkam7ar).

Changed

• Correlation tab accepts bare tickers like AAPL,SPY and walks the full loader fallback chain instead of failing with Fetched: [] (#472, thanks @yxhuang, closes #471).
• local loader honors the requested interval via OHLCV resampling instead of silently returning daily bars (#467, thanks @Shizoqua).
• Provider credentials are resolved through one centralized path, fixing a gateway misroute (#563, thanks @shadowinlife, closes #549/#553). When no *_BASE_URL is set, the backend now falls back to the provider catalog's canonical default_base_url (the same default Web Settings already used), so a CLI / manual-.env user reaches the right endpoint instead of defaulting to api.openai.com.
• Signal alignment is vectorized for an ~80× speedup on wide panels (#698, thanks @shadowinlife); swarm workers cache MCP tool-discovery specs to avoid redundant RPC round-trips (#704, thanks @shadowinlife).

Fixed

• Explicit source: local backtests now route US/HK equities to the global-equity engine instead of the crypto default, and explicit benchmarks are fetched through the configured source's loader — local fails closed (no yfinance fallback) so offline runs stay offline (#550).
• Loading .env now invalidates an EnvConfig singleton cached during early CLI imports, so the welcome panel, /settings, and dotenv diagnostic report the configured provider and model consistently (#541).
• FastMCP transport imports work across both module layouts (#469, thanks @roberttidball).
• Portfolio optimizers no longer include the decision bar's close-to-close return in weights executed at that bar's open (#487, thanks @YZY0108).
• Backtest turnover metrics now use actual filled and rounded position sizes; targets rejected by market rules no longer inflate reported turnover.
• End-of-backtest liquidations now apply exit slippage and include their commission in the final reported equity.
• Open-price rebalances no longer use the decision bar's close for sizing or depend on whether a replacement symbol sorts before the position it closes.
• Preflight (vibe-trading run) no longer resolves provider/model against a stale EnvConfig snapshot cached before dotenv loads (#479, thanks @ananaymital, closes #477).
• Switching providers no longer leaves a stale OPENAI_BASE_URL from a previous configuration silently overriding the newly-resolved endpoint (#484, thanks @Bortlesboat, closes #482).
• Strict-JSON / finite-number hardening across the backtest + tools stack (thanks @santhreal): risk ratios stay finite when equity crosses zero mid-path (#765) or annualizes an explosive path (#739/#740); scalar backtest metrics (#766), factor IC std (#767), and pattern trend-slope (#764) emit strict RFC-8259 JSON (null, never bare NaN/Infinity); Black-Scholes helpers treat non-positive spot/strike as intrinsic (#744).
• Loader / data correctness — yahoo 1m stays minute bars instead of being uppercased to monthly (#761, @santhreal); the composite engine falls back to the first available sub-engine for unknown symbols (#734, thanks @Marnie0415); mootdx history that doesn't reach the requested start is rejected (#692, thanks @xkam7ar).
• Session / journal robustness — one corrupt session.json (#762) or a schema-bad messages.jsonl line (#763) no longer aborts listing/reading; Excel float-stringified A-share codes (#770), unicode-dash PDF page ranges (#769), and export KEY= dotenv lines (#768) all parse correctly (@santhreal).
• Native zai provider on glm-5.1 (#758) — endpoints that stream zero chunks fall back to a non-streaming invoke instead of raising, and an HTML error page surfaces an actionable base-URL hint.
• Partial market-data results are completed through the loader fallback chain instead of silently shrinking the universe (#689, closes #681).
• Cancellation is honored before the first AgentLoop iteration (#641, thanks @xkam7ar, closes #638); streaming output no longer triggers an insertBefore DOM race in the frontend (#717, thanks @Marnie0415); codex stream HTTP failures are classified for correct retry (#663, thanks @tyj147454413-cmd).
• Robinhood connector account_number wiring and remote-MCP display shape (#726, thanks @nareshkps).
• Broad reliability fixes across packaging, web, scheduler, swarm, and CLI (#584, thanks @xkam7ar).

[0.1.11] — 2026-07-11

Added

• Indian equity (NSE/BSE) as a first-class market (#305, thanks @muku314115). A dedicated IndiaEquityEngine — T+1 delivery, no overnight shorts (opt-in intraday), configurable circuit bands, 1-share lots, and a config-driven STT / stamp-duty / exchange / SEBI / GST cost stack — with .NS/.BO symbol routing (yahoo → yfinance → india_broker → local), an opt-in read-only Shoonya/Dhan india_broker data bridge, and 255 alpha101/qlib158 factors opted into the new equity_in universe. Backtest engines: 7 → 8; market-data sources: 19 → 20.
• Fundamental factor layer, Phase 1. PIT-safe SEC fundamentals flow into dense daily fund:* factor panels — filed-date anchoring, first-filed restatement policy, true-quarter (start, end) frame selection with Q4 synthesis (so YTD/annual frames can't contaminate TTM), and rolling TTM — plus a get_fundamentals tool and 4 quality/value factors in a new fundamental zoo family. Alpha Zoo: 456 → 460 across 5 families.
• Research Autopilot Phase 3 — the loop closes (#267, thanks @Robin1987China). scaffold_signal_engine writes a contract-correct signal engine from a hypothesis and link_autopilot_backtest runs it, completing hypothesis → signal-engine → backtest end to end.
• 4 canonical academic alphas (#277, thanks @Robin1987China) — Jegadeesh short-term reversal, George–Hwang 52-week high, Amihud illiquidity, and Harvey–Siddique co-skewness join the academic family (452 → 456), with a central OHLC-invariant guard at the runner fetch boundary dropping malformed bars from every loader (#274, thanks @Shizoqua).
• Scheduled research runs end to end (#278 closing #254, thanks @mvanhorn). A default-off background executor (VIBE_TRADING_ENABLE_SCHEDULER) fires due interval/cron jobs through the session runtime, on top of a crash-safe atomic job store, 3 auth-gated /scheduled-runs REST routes, a Reports library, and post-backtest attribution. Route test coverage followed in #452 (thanks @Robin1987China).
• IM channel runtime — research delivery over 16 adapters. The agent session runtime now attaches to 16 built-in message adapters (WebSocket, Telegram, Slack, Discord, Matrix, WhatsApp, Signal, QQ/NapCat, WeChat/WeCom, Feishu, DingTalk, email, MS Teams, MoChat), dependency-gated with install hints, configurable via AgentConfig.channels, and surfaced in REST (/channels/*), CLI (vibe-trading channels ...), and Web Settings — in all 5 UI locales.
• QVeris optional premium data track. The 19 free sources stay the default; an explicit-only QVeris mode (Settings → QVeris or vibe-trading data mode paid) unlocks 63+ providers behind 3 key-gated tools (qveris_search / qveris_inspect / qveris_execute) with preview-by-default and a session budget gate. Never enters auto-fallback.
• Trading 212 read-only connector (#321, thanks @mvanhorn) — 11 brokers total. Trading 212 exposes no runtime paper/live discriminator, so the connector is fully read-only: place_order/cancel_order hard-refuse every order, paper included. Live order guards also gained an opt-in, broker-agnostic PreTradeAdvisoryInterface that records advisory reviews without bypassing the mandate gate.
• Turnover-aware portfolio optimizer (#466, thanks @Robin1987China) — fifth optimizer: mean-variance utility with an L1 penalty on weight changes versus the previous rebalance (SLSQP, long-only simplex), so the portfolio only trades when expected improvement outweighs churn. Optimizers: 4 → 5.
• analyze_image vision tool (#464, thanks @fei-moss) — send a local chart / K-line screenshot / app screenshot to the session model as a multimodal message and get a semantic read (complements read_document's OCR). Path-validated against the allowed file roots; requires a vision-capable model. Tools: 71 → 72 free-mode (75 with QVeris).
• Value-investing toolkit (thanks @sambazhu): financial-rigor + report-audit tools, 4 skills, and a value_investing_committee swarm preset. Swarm presets: 29 → 30.
• CN-friendly search fallbacks — web_search gains China-reachable backends in the ordered no-key engine chain.
• Provider roster additions: Kimi for Coding as a distinct provider (#435, thanks @yxhuang), opencode provider mappings (#444, thanks @imsankz), Codex OAuth default model bumped to openai-codex/gpt-5.4 (#446, thanks @morluto).
• SKILL.md manifest guard test (#461, thanks @asahikiko) — the packaged skill's capability counts (skills / presets / zoo / sources / MCP tools / engines) are now asserted against source, so distribution paperwork can't silently drift again.

Changed

• api_server.py modularization completed — 1,103 → 371 lines (#424 closing #331, thanks @shadowinlife), after route slices for channels, settings, and the remaining route groups, plus a shared compat layer with session-service writeback fixes.
• Centralized environment variable management (#440 closing #438, thanks @shadowinlife) — every env var flows through a single Pydantic EnvConfig schema, enforced by an AST-based CI gate that rejects raw os.getenv/os.environ outside agent/src/config/.
• Factor engine acceleration — hot rolling operators use bottleneck/NumPy fast paths, and alpha-bench parallelism stops resending large panel payloads to workers.
• Robinhood Agentic MCP refresh — current MCP tool names across generic reads, live-runner plumbing, default read-only seeds, and mandate-gate tests; interactive OAuth holds the handshake open through multi-minute broker sign-ins (VIBE_LIVE_AUTHORIZE_TIMEOUT_SECONDS).
• Loader fetch() signatures now match the loader protocol across OKX / Tushare / yfinance (#437, thanks @shadowinlife).
• Timezone-aware UTC timestamps across session, goal, channel, and API paths (#397, thanks @mustafakamal88).
• Inbound IM media now lands under ~/.vibe-trading/uploads/<channel>/ (fixes #465, thanks @fei-moss for the report) — inside the default allowed file roots, so the agent can read what users send over IM channels with zero configuration. The Matrix E2E store moves to the runtime dir (legacy path honored) so credentials never enter the readable root.

Fixed

• Docker/server startup crash when FastAPI route iteration hit an included-router entry without path (#450, thanks @Penn-Live).
• GLM thinking models on the zhipu provider no longer lose their reasoning stream (#458).
• Trading mandate UX guards — a second-confirmation dialog before committing a real mandate, unified error toasts, and clarified inputs (#453, thanks @wison1717-maker).
• trading_place_order treats zero quantity/notional as unset instead of passing a zero-size order to the broker (#417, thanks @irfanallana-oss).
• Longbridge Decimal values serialize as floats across quotes, bars, balances, positions, orders, and executions (#459, thanks @fanfpy).
• NapCat private messages now trigger pairing codes (#463, thanks @fei-moss).
• Backtest validation artifacts: validation.json no longer requires a pre-existing artifacts dir (#429, thanks @isaveall), and nested NaN/Infinity values are normalized before writing, so strict JSON parsers don't choke.
• CLI: resume preserves the first user message (#448 closing #447, thanks @morluto); --swarm-run rejects extra tokens with a clear error (#428, thanks @isaveall); the interactive CLI prints the session-id on exit with a copy-paste resume hint.
• Shadow Account: extracted rules carry RSI / prior-return entry bounds computed from PIT-safe context fetched through the loader registry, so generated engines enter on real conditions (#302/#314/#316, thanks @Robin1987China); tushare ETF/index/HK symbol routing fixed along the way.
• Content-filter resilience — event-driven and swarm runs skip individual LLM content-moderation hits and warn when filter rates are high; Gemini safety finish-reasons recognized.
• IM channel reply timeout is configurable (#413, thanks @dpersek).
• Provider preflight no longer follows redirects (#404 closing #402, thanks @dpersek).
• Windows baseline green — vibe-trading setup/dev handle Windows TypeScript builds, correct cwd, the Vite 5899 port, and child-process shutdown; mootdx batch pulls let KeyboardInterrupt/SystemExit propagate.
• Security hardening — loopback API CSRF protection (cross-site POSTs can no longer drive side effects on the local API), SSRF guards on interactive fetch paths, tightened API/Docker/frontend dev defaults, and cleared frontend dependency/CSP alerts.
• Reverted the IRR-AGL reliability/governance stack (#405/#416) after it broke session chats on day 1 (#433 — thanks @yxhuang for the precise diagnosis); the evidence-bound research-pipeline direction continues in reviewable slices on #442.

[0.1.10] — 2026-06-19

Roll-up release; see the v0.1.10 release notes for the full narrative.

Added

• Global data layer — market-data sources 10 → 18 (direct-API Eastmoney / Sina / Stooq / Yahoo + key-gated Finnhub / Alpha Vantage / Tiingo / FMP) with ban-risk-ordered fallback chains behind a shared throttled HTTP gate, plus 18 read-only data tools (fund flow, dragon-tiger, northbound, margin, block trades, shareholder count, lockup, sector, research, news, SEC filings, financial statements, options chains, institutional holdings, screening, symbol search, FRED macro, iwencai) — all MCP-exposed.
• 10 broker SDK connectors — Tiger / Longbridge / Alpaca / OKX / Binance / Futu / Dhan / Shoonya join IBKR (local read-only) and Robinhood (Agentic MCP); direct-SDK live orders pass the fail-closed bounded-autonomy gate; brokers without a runtime paper/live discriminator are structurally capped at paper + read-only.
• Alpha Zoo alpha compare across CLI, REST, Web UI, and agent tool.
• Research Autopilot Phase 1 (run_research_autopilot, generate_backtest_config) and the local Data Bridge loader.
• Opt-in local data cache (VIBE_TRADING_DATA_CACHE) for settled bars under ~/.vibe-trading/cache/.
• Per-run token usage (llm_usage.json) + progressive Run Detail charts; CLI resume <session-id>.

Changed

• Provider reliability overhaul — DeepSeek hang fixes, Kimi access, streaming liveness watchdog, Gemini 3.x multi-turn tool-calling fix.
• Swarm workers pull market data through the loader layer; live swarm status cards stream in the chat timeline.
• Baseline install slimmed (pyharmonics/ta behind vibe-trading-ai[harmonic]).

Fixed

• Community security-hardening wave (#241–#258): Settings write auth, shell tools opt-in, LAN-access 403 clarity, Docker-to-host Ollama URL rewrite, web_search multi-engine fallback, and more.

[0.1.9] — 2026-06-01

Added

• Connector-first broker profiles (IBKR + Robinhood). Trading access now starts from a selectable connector profile rather than separate broker/live entry points; vibe-trading connector list/use/check/account/positions/orders/quote/history and the MCP trading_* tools share the selected profile, with paper/live as a property under the connector. IBKR is usable immediately as a local read-only TWS / IB Gateway profile; the official IBKR remote MCP path is seeded as an OAuth mcp.read probe until stable read tool names ship. Robinhood Agentic Trading is a bounded connector behind OAuth, a committed mandate, an order guard, an audit ledger, and an instant halt switch.
• Research Goal runtime. Long-running, research-only goals with auditable checklist criteria, budgets, and a /goal CLI command, plus REST + MCP endpoints (start_research_goal, get_research_goal, add_goal_evidence, update_research_goal_status) and a Web GoalDrawer.
• Swarm retry_run. Re-launch a failed/stale/cancelled run with the original preset + variables; exposed as both POST /swarm/runs/{id}/retry and an MCP retry_run tool (the list_runs → retry loop). 36 MCP tools now.
• Operator-configured external MCP tools in swarm workers (#142) and remote MCP transports for the built-in agent.
• mootdx A-share OHLCV loader — native 通达信 TCP, no token, sits between tushare and akshare in the fallback chain. CCXT loader now reads proxy env for restricted networks (#126).
• Hypothesis Registry CLI — list / show / invalidate.
• Strict alpha-bench mode with a mandatory random control (#143).

Changed

• CLI split into the agent/cli/ package (from a 3216-LOC single file), with a refreshed interactive terminal UI (figlet banner + activity rail) and a single cli/_version.py version source.
• Swarm status reconciles from live task files on every read; run_swarm sends MCP progress heartbeats, and the stale-run reaper uses per-run thresholds (#132).
• Refreshed provider default model ids; bumped langgraph for CVE-2026-28277.

Fixed

• --version no longer drifts (#156). The version derives from package metadata, falling back to reading pyproject.toml directly — no hardcoded constant left to forget on release.
• Session running-status indicator now survives reconnect / page reload / sidebar navigation; swarm DAG blocks downstream tasks when an upstream task fails (#145).
• Robustness pass: pre-flight validation for LLM-generated signal engines with clean JSON errors (#149), graceful agent-loop exit at the iteration budget instead of an output-less failed (#148), flush + fsync session message writes that skip corrupted JSONL lines on read (#147), and IME Enter handling in the Web composer (#146).
• Full Report link now always renders when a runId exists, even cross-browser (#150); SSE idle timeout is configurable via VIBE_TRADING_SSE_TIMEOUT (#157); cross-market correlation normalizes timestamps so crypto-vs-equity pairs align (#158).

[0.1.8] — 2026-05-17

Added — Alpha Zoo (450+ pre-built quant alphas)

• agent/src/factors/ — base operators (rank, scale, ts_*, delta, decay_linear, signed_power, safe_div, market-aware vwap) and a registry that AST-extracts metadata from each alpha module without importing it. Lookahead is enforced at the operator level (delta(d>=1)), and registry sanity checks reject +/-inf and outputs that are more than 95 % NaN.
• 4 zoos shipping 452 alphas total:
  • qlib158 (154 alphas) — port of Microsoft Qlib's Alpha158 feature handler under Apache-2.0, with pinned commit SHA per file.
  • alpha101 (101 alphas) — implementation of Kakushadze (2015) "101 Formulaic Alphas" (arXiv:1601.00991), written from the paper appendix; the relevant trademarked string is intentionally absent.
  • gtja191 (191 alphas) — implementation of Guotai Junan's 2014 "191 Short-period Trading Alpha Factors" research report.
  • academic (6 factors) — Fama-French 5 + Carhart momentum, shipped as honest price-based proxies (not the canonical FF series).
• vibe-trading alpha {list,show,bench,compare,export-manifest} CLI subcommand. show and export-manifest enforce path-traversal guards.
• New agent tools: AlphaZooTool (browse) and AlphaBenchTool (orchestrator with Jinja2 autoescape + strict CSP HTML report).
• ZooSignalEngine.from_zoo(...) — composite multi-factor signal engine with cross-sectional standardisation, weighting, and optional top-N / bottom-N long-short conversion.
• wiki/scripts/build_alpha_library.py — Alpha Library renderer. Reads manifest.json produced by vibe-trading alpha export-manifest and emits 452 per-alpha HTML pages plus 4 per-zoo overviews, each with script-src 'none' CSP. The landing page hydrates per-zoo counts from content/index.json.
• New blog post: "Which of the 191 GTJA alphas still work in 2026?" with aggregate IC statistics, theme breakdown, and the top alphas that survive eight years of out-of-sample data.

Added — Web UI for Alpha Zoo

• New page at /alpha-zoo in the Vite + React frontend with three views: browse (4 zoo cards + filter bar + paginated table), detail (formula, metadata, collapsible source code), and bench-runner (form → SSE-streamed progress + Alive/Reversed/Dead stat cards + Top-5-by-IR table + by-theme breakdown chart). "Alpha Zoo" nav entry added to the layout.
• Four new REST routes in the FastAPI server:
  • GET /alpha/list — filterable alpha catalogue
  • GET /alpha/{alpha_id} — meta + source code
  • POST /alpha/bench — kicks off a background bench job and returns a job_id
  • GET /alpha/bench/{job_id}/stream — Server-Sent Events with progress, result, done, and error event types. In-memory job state with a 1-hour TTL; no Redis/Celery dependency.
• Bench math is refactored into agent/src/factors/bench_runner.py so the CLI driver (agent/scripts/w4a_run_benches.py) and the new API worker share a single implementation.

Added — Safety floor

• agent/tests/factors/test_alpha_purity.py — AST allowlist scan over every zoo/**/*.py module (whitelist: pandas, numpy, scipy.*, src.factors.base, __future__, typing, math, dataclasses; banned: os, sys, subprocess, socket, urllib, requests, httpx, pathlib, Path, open, eval, exec, compile, __import__, and getattr(_, "__*")).
• agent/tests/factors/test_lookahead.py — sentinel future-row injection on a 300-row synthetic panel; corrupting rows after the probe must leave the probe value unchanged within 1e-9.
• tools/ci_grep_gates.sh — CI gate that rejects yaml.load( without safe_load, any trademarked-name leak in shipped artifacts, and any per-stock-code data leak in wiki/**/*.{json,csv,html}.
• agent/tests/factors/conftest.py — opt-in pytest-socket integration that hard-fails any test attempting outbound network during the factors test suite.

Added — Community governance

• CONTRIBUTING.md — Developer Certificate of Origin sign-off requirement and a contributor checklist for new alpha PRs (purity, lookahead, __alpha_meta__ shape, LaTeX-matches-code, per-zoo LICENSE.md, DCO).
• NOTICE (repo root) — Apache-2.0 attribution for Qlib and a declaration that the bundled formulas from Kakushadze, GTJA, and the academic baselines are mathematical content (paper prose, tables, and figures are not reproduced here).
• Per-zoo LICENSE.md for each of qlib158/, alpha101/, gtja191/, and academic/, plus an upstream NOTICE for qlib158/.

Changed

• agent/src/tools/factor_analysis_tool.py extracted its IC/IR and layered-backtest helpers to agent/src/factors/factor_analysis_core.py so the new alpha_bench_tool reuses the same maths. Public tool signature is unchanged; _compute_ic_series and _compute_group_equity remain importable as backward-compatible aliases.
• agent/cli.py grew by 7 lines to register the alpha subcommand; all handler logic lives in agent/src/factors/cli_handlers.py.
• Packaging: pyproject.toml now ships zoo/**/*.yaml, zoo/**/*.md, and zoo/**/NOTICE as package data; MANIFEST.in recursively includes agent/src/factors.

Known limitations

• The btc-usdt universe is single-asset; cross-sectional IC requires ≥2 instruments, so the bundled alpha101_btc bench run returns alive/reversed/dead = 0/0/0 by construction. Use a multi-symbol crypto basket (e.g. BTC + ETH + SOL + the top-N perpetuals) for meaningful cross-sectional results; a curated crypto-majors universe is planned for 0.2.

Internal

• wiki/alpha-library/manifest.json and wiki/alpha-library/content/ are generated artifacts and gitignored. Run vibe-trading alpha export-manifest --out wiki/alpha-library/manifest.json --force followed by python wiki/scripts/build_alpha_library.py to regenerate the static site.