v0.1.5

HKUDS/Vibe-Tradingv0.1.5Apr 19, 2026by warren618

AI Summary

A feature-rich release introducing Shadow Account and Trade Journal Analyzer tools, a universal file reader, and Agent Harness v2 with persistent memory.

Key Highlights

  • Shadow Account tool to extract and backtest strategies from broker journals.
  • Trade Journal Analyzer for trading profile and behavior diagnostics.
  • Universal File Reader for PDF, Word, Excel, and images.
  • Agent Harness v2 with persistent memory and skills CRUD.
  • Security update for python-multipart.

New Features

  • Shadow Account tools (extract, run, render, scan).
  • Trade Journal Analyzer.
  • Universal File Reader (read_document).
  • Agent Harness v2 (Persistent memory, FTS5 search).
  • New MCP tools (trade journal + shadow account).
  • Docker parity updates (new runtime deps).
  • Interactive init CLI command.

Full Release Notes

## Highlights

Two new hero loops on top of the research agent β€” **extract your own strategy from your broker journal, then backtest the shadow of how you *should have* traded.**

### πŸ‘₯ Shadow Account (new)
Upload a broker journal β†’ LLM extracts your rules β†’ run the rulebook across markets β†’ 8-section HTML/PDF report showing exactly how much P&L you leave on the table to discipline breakdowns (rule violations, early exits, missed entries, counterfactual trades). 4 new tools (`extract_shadow_strategy`, `run_shadow_backtest`, `render_shadow_report`, `scan_shadow_signals`) + 1 skill.

### πŸ“Š Trade Journal Analyzer (new)
`analyze_trade_journal` ingests 同花鑺 / δΈœζ–Ήθ΄’ε―Œ / ε―Œι€” / generic CSV exports β†’ full trading profile (holding days, win rate, PnL ratio, drawdown) + 4 behavior diagnostics (disposition effect, overtrading, chasing momentum, anchoring).

### πŸ“„ Universal File Reader (new)
`read_document` dispatches PDF, Word, Excel, PowerPoint, images (OCR), and 40+ text formats behind one unified envelope. `read_url` via Jina for web.

### 🧠 Agent Harness v2
- Persistent cross-session memory (`~/.vibe-trading/memory/`)
- SQLite FTS5 session search
- Self-evolving skills β€” full CRUD (save / patch / delete / skill_file)
- 5-layer context compression
- Read/write tool batching
- 107 new tests

## 0.1.5 maintenance
- **Security**: `python-multipart >= 0.0.18` (CVSS 7.5 CVE floor)
- **MCP**: 5 new tools exposed (trade journal + shadow account family), fixed `pattern_recognition` β†’ `pattern` registry name mismatch (was returning 404)
- **Docker parity**: 9 runtime deps added to `requirements.txt` (openpyxl, python-docx, python-pptx, pypdfium2, Pillow, ddgs, jinja2, matplotlib, weasyprint) β€” Docker image was silently missing these
- **CLI**: banner version bumped to 0.1.5 (was stuck at 0.1.0)
- **Frontend**: sidebar + package.json version bumped to 0.1.5
- **Tests**: `test_skills.py` no longer leaks into `~/.vibe-trading/skills/user/`
- **SKILL manifest**: synced to 22 MCP tools / 71 skills / 29 swarm presets

## Install / upgrade

```bash
pip install -U vibe-trading-ai==0.1.5
```

Docker:
```bash
docker compose pull && docker compose up -d
```

## By the numbers
- 32 tools (27 registry + 5 new)
- 22 MCP tools exposed
- 71 bundled skills (+ user-created)
- 7 backtest engines + options portfolio
- 13 LLM providers, 5 data sources with auto-fallback
- 29 swarm presets

## πŸ™Œ New contributors

Huge thanks to everyone who opened a PR in this cycle β€” most of these are **first-time contributions** to Vibe-Trading:

- @Matheus083 β€” Docker Compose profile for frontend-only dev (#18)
- @trinhchien β€” Interactive `vibe-trading init` .env bootstrap (#19)
- @yule153604 β€” Chinese, Japanese, and Korean README translations (#21)
- @SoufianoDev β€” Arabic README translation + RTL layout (#24)
- @octo-patch β€” MiniMax provider config fix + `temperature=0` clamp (#33)
- @jiakeboge β€” Z.ai coding platform provider (#35)

Issue reporters who kept the surface area honest: thanks to everyone who filed #32, #30, #22, #20, #34 β€” your reports are what shipped this release.

## Changelog
**Full changes:** https://github.com/HKUDS/Vibe-Trading/compare/v0.1.4...v0.1.5

<details>
<summary><b>Merged PRs since v0.1.4</b> (6)</summary>

- #35 feat: support Z.ai coding platform β€” @jiakeboge
- #33 fix: update MiniMax provider config and fix temperature=0 API error β€” @octo-patch
- #24 docs: add Arabic README translation β€” @SoufianoDev
- #21 docs: add Chinese, Japanese and Korean README translations β€” @yule153604
- #19 feat(cli): add interactive init env bootstrap β€” @trinhchien
- #18 feat: add docker-compose profile for frontend-only dev β€” @Matheus083

</details>

<details>
<summary><b>All commits since v0.1.4</b> (29)</summary>

- `2ef5cab` fix: harden backtest engine with data validation and error isolation
- `52c6f45` fix: add runtime fallback when primary data source returns empty
- `fd6c3f4` docs: reorganize .env.example and add missing variables
- `71fff97` fix: inject current date and time into agent and swarm system prompts
- `7a9921f` docs: add 2026-04-11 news to all README translations
- `7885600` feat: multi-platform indicator export (TradingView + TDX + MT5)
- `2adeed4` docs: add Arabic README translation and update language links
- `e194144` Merge pull request #24 from SoufianoDev/main
- `b17aeec` fix: add ddgs to dependencies for web_search tool
- `668a610` docs: add CODE_OF_CONDUCT and SECURITY policy
- `26d2374` feat: cross-market composite backtest engine with shared capital pool
- `cb93d7d` fix: swarm template variable fallback and frontend timeout reset
- `7cf8f0e` fix: backtest MCP tool Connection closed on stdio transport (#32)
- `2f41f37` docs: condense README news section and add 2026-04-14 entry
- `00f2708` fix: update MiniMax provider config and clamp temperature=0 to 0.01 (#33)
- `eb969e7` feat: support Z.ai coding platform (#35)
- `feef692` fix: update cli init test for Z.ai provider insertion
- `067a0f3` docs: add 2026-04-15 news for Z.ai and MiniMax PRs
- `b64a399` feat: harness trading β€” persistent memory, session search, skill CRUD, 5-layer compression, tool batching
- `a471668` docs: update all READMEs for harness trading release
- `bca4049` docs: add recommended models section to all READMEs
- `1717ad1` feat: universal file reader β€” pdf/docx/xlsx/pptx/images/text
- `67fb90e` feat: trade journal analyzer β€” profile + behavior diagnostics
- `d626cba` docs: add 2026-04-17 news entry; collapse older entries behind details
- `3b29677` feat: shadow account β€” extract/backtest/render/scan + HTML report + skill
- `148e8c1` feat(ux): surface shadow account + trade journal in CLI, web, README
- `d5fbd2c` chore: bump to 0.1.5 + CVE floor
- `e90402f` docs: update skill counts + v0.1.5 news
- `33ec7a9` test: isolate user_skills_dir in test_skills

</details>

## Closed issues in this cycle
- #32 backtest MCP tool "Connection closed" on stdio transport
- #30 Swarm Agent mode cannot execute
- #22 System prompt missing current date awareness
- #20 SSL certificate verification errors
- #34 Feature request: Z.ai coding platform

Full contributor graph: https://github.com/HKUDS/Vibe-Trading/graphs/contributors