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v1.2.0

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@merendamattia merendamattia released this 30 Oct 16:05
· 114 commits to main since this release

1.2.0 (2025-10-30)

Bug Fixes

  • correct assertion syntax in TestFinancialProfileCreation (0803e39)
  • rename financial advisor variable for consistency in main function (f8406d4)
  • set default values for financial profile fields to improve data handling (640ebf7)
  • update default max steps for FinancialAdvisorAgent from 1 to 3 (557b76b)
  • update default values for age_range and employment_status in FinancialProfile model (6d01a79)
  • update default years parameter in analyze_financial_asset function from 5 to 10 (08a6121)

Features

  • add BaseAgent, ChatbotAgent, and FinancialAdvisorAgent modules (2d6ff8b)
  • add financial tools for price retrieval and return calculations (6e53f6a)
  • add historical returns analysis for portfolio assets and enhance asset analysis tool (eefebe9)
  • enhance financial analysis tool with structured JSON response and year return models (9dc2ed3)
  • implement financial tools with structured responses for symbol resolution, historical prices, and return calculations (845ef28)
  • load financial profile from uploaded JSON file (7bebcf4)