By David Bartas · Updated
An open-source connector that supplies portfolio context and records completed analysis.
- Project period
- Sep 2026
- Role / relationship
- Project in the Investboard ecosystem
Ownership disclosure: David Bartas is the founder of Investboard and creator of InvestingStack. This case covers his own product or work in the Investboard ecosystem.
Design the integration around a traceable hand-off.
- 01Investor context
- 02Agent analysis
- 03Recorded check
The question
A research framework’s output can be separated from the investor’s mandate, current position and the record used to review a decision later.
The work
The connector supplies Investboard-backed data, policy and position context to TradingAgents, then posts the completed analysis back to Investboard for storage and a mandate check.
What was delivered
- Documented local setup using the user’s own model keys
- Policy and position injection into agent context
- Completed-analysis posting and recorded mandate verdict
The public result
The repository provides source, setup instructions and tests. Its documentation names TradingAgents v0.4.0 as the tested release and lists historical-data exceptions. A verdict records a check; order blocking needs enforcement in the execution path.
Sources and public evidence.
The project period is separate from this page’s publication date. The case reports the stated scope and public evidence; it does not claim a measured commercial or investment outcome.