Analysis Agents

Three interpretation agents + one deferred reflector. Together they close the Alpha-GPT three-stage loop (Ideation → Implementation → Review) and the TradingAgents-style outcome-reflection loop.

Specs

Spec	Module	Purpose
analysis.step	alphaswarm/agents/analysis/step_analyst.py	Verdict + improvements for a single agent step.
analysis.run	alphaswarm/agents/analysis/run_analyst.py	End-to-end interpretation of a backtest / paper / live run.
analysis.portfolio	alphaswarm/agents/analysis/portfolio_analyst.py	Portfolio aggregate + risk + regulatory exposure.
Reflector (helper)	alphaswarm/agents/analysis/reflector.py	Resolve outcomes + write reflections + re-index L0.

Reflection loop (TradingAgents pattern)

1. The reflector pulls every recent decision row that doesn't yet have an outcome.
2. It computes raw / benchmark / excess return over a configurable window via the bars adapter.
3. It writes one MemoryOutcome row + one MemoryReflection row.
4. It re-indexes the decision into the L0 decisions corpus so the next research / selection / trader run picks it up via HierarchicalRAG.

REST + Celery

POST /agents/analysis/step              — task
POST /agents/analysis/run               — task
POST /agents/analysis/portfolio         — task
POST /agents/analysis/reflect           — task wrapper for run_reflection_pass
POST /agents/analysis/sync/run          — synchronous variant
POST /memory/reflect/run                — synchronous reflection pass

Tasks live in alphaswarm/tasks/analysis_tasks.py.

YAMLs

• configs/agents/analysis_step.yaml
• configs/agents/analysis_run.yaml
• configs/agents/analysis_portfolio.yaml