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Vibe-Trading: Your Personal Trading Agent

One Command to Empower Your Agent with Comprehensive Trading Capabilities

Python FastAPI React PyPI License
Skills Swarm Tools Data Sources
Feishu WeChat Discord

Features  ·  Demo  ·  What Is It  ·  Get Started  ·  CLI  ·  API  ·  MCP  ·  Structure  ·  Roadmap  ·  Contributing  ·  Contributors

pip install vibe-trading-ai


📰 News

  • 2026-04-22 🛡️ Hardening + new integrations: Path containment enforced in safe_path + journal/shadow tool sandbox, MANIFEST.in ships .env.example / tests / Docker files in sdist, route-level lazy loading shrinks frontend initial bundle 688KB → 262KB. Plus Futu data loader for HK & A-share equities (#47) and vnpy CtaTemplate export skill (#46).
  • 2026-04-21 🛡️ Workspace + docs: Relative run_dir normalized to active run dir (#43). README usage examples (#45).
  • 2026-04-20 🔌 Reasoning + Swarm: reasoning_content preserved across all ChatOpenAI paths — Kimi / DeepSeek / Qwen thinking work end-to-end (#39). Swarm streaming + clean Ctrl+C (#42).
Earlier news
  • 2026-04-19 📦 v0.1.5: Published to PyPI & ClawHub. python-multipart CVE floor bump, 5 new MCP tools wired (analyze_trade_journal + 4 shadow-account tools), pattern_recognitionpattern registry fix, Docker dep parity, SKILL manifest synced (22 MCP tools / 71 skills).
  • 2026-04-18 👥 Shadow Account: Extract your strategy rules from a broker journal → backtest the shadow across markets → 8-section HTML/PDF report showing exactly how much you leave on the table (rule violations, early exits, missed signals, counterfactual trades). 4 new tools, 1 skill, 32 tools total. Trade Journal + Shadow Account samples now live in the web UI welcome screen.
  • 2026-04-17 📊 Trade Journal Analyzer + Universal File Reader: Upload broker exports (同花顺/东财/富途/generic CSV) → auto trading profile (holding days, win rate, PnL ratio, drawdown) + 4 bias diagnostics (disposition effect, overtrading, chasing momentum, anchoring). read_document now dispatches PDF, Word, Excel, PowerPoint, images (OCR), and 40+ text formats behind one unified call.
  • 2026-04-16 🧠 Agent Harness: Persistent cross-session memory, FTS5 session search, self-evolving skills (full CRUD), 5-layer context compression, read/write tool batching. 27 tools, 107 new tests.
  • 2026-04-15 🤖 Z.ai + MiniMax: Z.ai provider (#35), MiniMax temperature fix + model update (#33). 13 providers.
  • 2026-04-14 🔧 MCP Stability: Fixed backtest tool Connection closed error on stdio transport (#32).
  • 2026-04-13 🌐 Cross-Market Composite Backtest: New CompositeEngine backtests mixed-market portfolios (e.g. A-shares + crypto) with shared capital pool and per-market rules. Also fixed swarm template variable fallback and frontend timeout.
  • 2026-04-12 🌍 Multi-Platform Export: /pine exports strategies to TradingView (Pine Script v6), TDX (通达信/同花顺/东方财富), and MetaTrader 5 (MQL5) in one command.
  • 2026-04-11 🛡️ Reliability & DX: vibe-trading init .env bootstrap (#19), preflight checks, runtime data-source fallback, hardened backtest engine. Multi-language README (#21).
  • 2026-04-10 📦 v0.1.4: Docker fix (#8), web_search MCP tool, 12 LLM providers, akshare/ccxt deps. Published to PyPI and ClawHub.
  • 2026-04-09 📊 Backtest Wave 2: ChinaFutures, GlobalFutures, Forex, Options v2 engines. Monte Carlo, Bootstrap CI, Walk-Forward validation.
  • 2026-04-08 🔧 Multi-market backtest with per-market rules, Pine Script v6 export, 5 data sources with auto-fallback.

💡 What Is Vibe-Trading?

Vibe-Trading is an AI-powered multi-agent finance workspace that turns natural language requests into executable trading strategies, research insights, and portfolio analysis across global markets.

Key Capabilities:

Natural Language → Strategy — Describe an idea; the agent writes, tests, and exports trading code
5 Data Sources, Zero Config — A-shares, HK/US, crypto, futures & forex with automatic fallback
29 Expert Teams — Pre-built multi-agent swarm workflows for investment, trading & risk
Cross-Session Memory — Remembers preferences and insights; creates & evolves reusable skills
7 Backtest Engines — Cross-market composite testing with statistical validation & 4 optimizers
Multi-Platform Export — One-click to TradingView, TDX (通达信/同花顺), and MetaTrader 5


✨ Key Features

Research

🔍 DeepResearch for Trading

Skills

• 71 specialist skills with persistent cross-session memory
• Self-evolving: agent creates & refines workflows from experience
• 5-layer context compression — no info lost in long sessions
• Natural-language task routing across all finance domains
Swarm

🐝 Swarm Intelligence

Swarm

• 29 out-of-the-box trading team presets
• DAG-based multi-agent orchestration
• Real-time streaming dashboard with live agent status
• FTS5 session search across all past conversations
Backtest

📊 Cross-Market Backtest

Backtest

• A-shares, HK/US equities, crypto, futures & forex
• 7 market engines + composite cross-market engine with shared capital pool
• Statistical validation: Monte Carlo, Bootstrap CI, Walk-Forward
• 15+ performance metrics & 4 optimizers
Quant

🧮 Quant Analysis Toolkit

Quant

• Factor IC/IR analysis & quantile backtesting
• Black-Scholes pricing & full Greeks calculation
• Technical pattern recognition & detection
• Portfolio optimization via MVO/Risk Parity/BL

71 Skills across 7 Categories

  • 📊 71 specialized finance skills organized into 7 categories
  • 🌐 Complete coverage from traditional markets to crypto & DeFi
  • 🔬 Comprehensive capabilities spanning data sourcing to quantitative research
Category Skills Examples
Data Source 6 data-routing, tushare, yfinance, okx-market, akshare, ccxt
Strategy 17 strategy-generate, cross-market-strategy, technical-basic, candlestick, ichimoku, elliott-wave, smc, multi-factor, ml-strategy
Analysis 15 factor-research, macro-analysis, global-macro, valuation-model, earnings-forecast, credit-analysis
Asset Class 9 options-strategy, options-advanced, convertible-bond, etf-analysis, asset-allocation, sector-rotation
Crypto 7 perp-funding-basis, liquidation-heatmap, stablecoin-flow, defi-yield, onchain-analysis
Flow 7 hk-connect-flow, us-etf-flow, edgar-sec-filings, financial-statement, adr-hshare
Tool 8 backtest-diagnose, report-generate, pine-script, doc-reader, web-reader

29 Agent Swarm Team Presets

  • 🏢 29 ready-to-use agent teams
  • ⚡ Pre-configured finance workflows
  • 🎯 Investment, trading & risk management presets
Preset Workflow
investment_committee Bull/bear debate → risk review → PM final call
global_equities_desk A-share + HK/US + crypto researcher → global strategist
crypto_trading_desk Funding/basis + liquidation + flow → risk manager
earnings_research_desk Fundamental + revision + options → earnings strategist
macro_rates_fx_desk Rates + FX + commodity → macro PM
quant_strategy_desk Screening + factor research → backtest → risk audit
technical_analysis_panel Classic TA + Ichimoku + harmonic + Elliott + SMC → consensus
risk_committee Drawdown + tail risk + regime review → sign-off
global_allocation_committee A-shares + crypto + HK/US → cross-market allocation

Plus 20+ additional specialist presets — run vibe-trading --swarm-presets to explore all.

🎬 Demo

cli_sm.mp4
frontend_sm.mp4
☝️ Natural-language backtest & multi-agent swarm debate — Web UI + CLI

🚀 Quick Started

One-line install (PyPI)

pip install vibe-trading-ai

Package name vs commands: The PyPI package is vibe-trading-ai. Once installed, you get three commands:

Command Purpose
vibe-trading Interactive CLI / TUI
vibe-trading serve Launch FastAPI web server
vibe-trading-mcp Start MCP server (for Claude Desktop, OpenClaw, Cursor, etc.)
vibe-trading init              # interactive .env setup
vibe-trading                   # launch CLI
vibe-trading serve --port 8899 # launch web UI
vibe-trading-mcp               # start MCP server (stdio)

Or choose a path

Path Best for Time
A. Docker Try it now, zero local setup 2 min
B. Local install Development, full CLI access 5 min
C. MCP plugin Plug into your existing agent 3 min
D. ClawHub One command, no cloning 1 min

Prerequisites

  • An LLM API key from any supported provider — or run locally with Ollama (no key needed)
  • Python 3.11+ for Path B
  • Docker for Path A

Supported LLM providers: OpenRouter, OpenAI, DeepSeek, Gemini, Groq, DashScope/Qwen, Zhipu, Moonshot/Kimi, MiniMax, Xiaomi MIMO, Z.ai, Ollama (local). See .env.example for config.

Tip: All markets work without any API keys thanks to automatic fallback. yfinance (HK/US), OKX (crypto), and AKShare (A-shares, US, HK, futures, forex) are all free. Tushare token is optional — AKShare covers A-shares as a free fallback.

Path A: Docker (zero setup)

git clone https://github.com/HKUDS/Vibe-Trading.git
cd Vibe-Trading
cp agent/.env.example agent/.env
# Edit agent/.env — uncomment your LLM provider and set API key
docker compose up --build

Open http://localhost:8899. Backend + frontend in one container.

Path B: Local install

git clone https://github.com/HKUDS/Vibe-Trading.git
cd Vibe-Trading
python -m venv .venv

# Activate
source .venv/bin/activate          # Linux / macOS
# .venv\Scripts\Activate.ps1       # Windows PowerShell

pip install -e .
cp agent/.env.example agent/.env   # Edit — set your LLM provider API key
vibe-trading                       # Launch interactive TUI
Start web UI (optional)
# Terminal 1: API server
vibe-trading serve --port 8899

# Terminal 2: Frontend dev server
cd frontend && npm install && npm run dev

Open http://localhost:5899. The frontend proxies API calls to localhost:8899.

Production mode (single server):

cd frontend && npm run build && cd ..
vibe-trading serve --port 8899     # FastAPI serves dist/ as static files

Path C: MCP plugin

See MCP Plugin section below.

Path D: ClawHub (one command)

npx clawhub@latest install vibe-trading --force

The skill + MCP config is downloaded into your agent's skills directory. See ClawHub install for details.


🧠 Environment Variables

Copy agent/.env.example to agent/.env and uncomment the provider block you want. Each provider needs 3-4 variables:

Variable Required Description
LANGCHAIN_PROVIDER Yes Provider name (openrouter, deepseek, groq, ollama, etc.)
<PROVIDER>_API_KEY Yes* API key (OPENROUTER_API_KEY, DEEPSEEK_API_KEY, etc.)
<PROVIDER>_BASE_URL Yes API endpoint URL
LANGCHAIN_MODEL_NAME Yes Model name (e.g. deepseek/deepseek-v3.2)
TUSHARE_TOKEN No Tushare Pro token for A-share data (falls back to AKShare)
TIMEOUT_SECONDS No LLM call timeout, default 120s

* Ollama does not require an API key.

Free data (no key needed): A-shares via AKShare, HK/US equities via yfinance, crypto via OKX, 100+ crypto exchanges via CCXT. The system automatically selects the best available source for each market.

🎯 Recommended Models

Vibe-Trading is a tool-heavy agent — skills, backtests, memory, and swarms all flow through tool calls. Model choice directly decides whether the agent uses its tools or fabricates answers from training data.

Tier Examples When to use
Best anthropic/claude-opus-4.7, anthropic/claude-sonnet-4.6, openai/gpt-5.4, google/gemini-3.1-pro-preview Complex swarms (3+ agents), long research sessions, paper-grade analysis
Sweet spot (default) deepseek/deepseek-v3.2, x-ai/grok-4.20, z-ai/glm-5.1, moonshotai/kimi-k2.5, qwen/qwen3-max-thinking Daily driver — reliable tool-calling at ~1/10 the cost
Avoid for agent use *-nano, *-flash-lite, *-coder-next, small / distilled variants Tool-calling is unreliable — the agent will appear to "answer from memory" instead of loading skills or running backtests

The default agent/.env.example ships with deepseek/deepseek-v3.2 — the cheapest option in the sweet-spot tier.


🖥 CLI Reference

vibe-trading               # interactive TUI
vibe-trading run -p "..."  # single run
vibe-trading serve         # API server
Slash commands inside TUI
Command Description
/help Show all commands
/skills List all 71 finance skills
/swarm List 29 swarm team presets
/swarm run <preset> [vars_json] Run a swarm team with live streaming
/swarm list Swarm run history
/swarm show <run_id> Swarm run details
/swarm cancel <run_id> Cancel a running swarm
/list Recent runs
/show <run_id> Run details + metrics
/code <run_id> Generated strategy code
/pine <run_id> Export indicators (TradingView + TDX + MT5)
/trace <run_id> Full execution replay
/continue <run_id> <prompt> Continue a run with new instructions
/sessions List chat sessions
/settings Show runtime config
/clear Clear screen
/quit Exit
Single run & flags
vibe-trading run -p "Backtest BTC-USDT MACD strategy, last 30 days"
vibe-trading run -p "Analyze AAPL momentum" --json
vibe-trading run -f strategy.txt
echo "Backtest 000001.SZ RSI" | vibe-trading run
vibe-trading -p "your prompt"
vibe-trading --skills
vibe-trading --swarm-presets
vibe-trading --swarm-run investment_committee '{"topic":"BTC outlook"}'
vibe-trading --list
vibe-trading --show <run_id>
vibe-trading --code <run_id>
vibe-trading --pine <run_id>           # Export indicators (TradingView + TDX + MT5)
vibe-trading --trace <run_id>
vibe-trading --continue <run_id> "refine the strategy"
vibe-trading --upload report.pdf

💡 Examples

Strategy & Backtesting

# Moving average crossover on US equities
vibe-trading run -p "Backtest a 20/50-day moving average crossover on AAPL for the past year, show Sharpe ratio and max drawdown"

# RSI mean-reversion on crypto
vibe-trading run -p "Test RSI(14) mean-reversion on BTC-USDT: buy below 30, sell above 70, last 6 months"

# Multi-factor strategy on A-shares
vibe-trading run -p "Backtest a momentum + value + quality multi-factor strategy on CSI 300 constituents over 2 years"

# After backtesting, export to TradingView / TDX / MetaTrader 5
vibe-trading --pine <run_id>

Market Research

# Equity deep-dive
vibe-trading run -p "Research NVDA: earnings trend, analyst consensus, option flow, and key risks for next quarter"

# Macro analysis
vibe-trading run -p "Analyze the current Fed rate path, USD strength, and impact on EM equities and gold"

# Crypto on-chain
vibe-trading run -p "Deep dive BTC on-chain: whale flows, exchange balances, miner activity, and funding rates"

Swarm Workflows

# Bull/bear debate on a stock
vibe-trading --swarm-run investment_committee '{"topic": "Is TSLA a buy at current levels?"}'

# Quant strategy from screening to backtest
vibe-trading --swarm-run quant_strategy_desk '{"universe": "S&P 500", "horizon": "3 months"}'

# Crypto desk: funding + liquidation + flow → risk manager
vibe-trading --swarm-run crypto_trading_desk '{"asset": "ETH-USDT", "timeframe": "1w"}'

# Global macro portfolio allocation
vibe-trading --swarm-run macro_rates_fx_desk '{"focus": "Fed pivot impact on EM bonds"}'

Cross-Session Memory

# Save your preferences once
vibe-trading run -p "Remember: I prefer RSI-based strategies, max 10% drawdown, hold period 5–20 days"

# The agent recalls them in future sessions automatically
vibe-trading run -p "Build a crypto strategy that fits my risk profile"

Upload & Analyze Documents

# Analyze a broker export or earnings report
vibe-trading --upload trades_export.csv
vibe-trading run -p "Profile my trading behavior and identify any biases"

vibe-trading --upload NVDA_Q1_earnings.pdf
vibe-trading run -p "Summarize the key risks and beats/misses from this earnings report"

🌐 API Server

vibe-trading serve --port 8899
Method Endpoint Description
GET /runs List runs
GET /runs/{run_id} Run details
GET /runs/{run_id}/pine Multi-platform indicator export
POST /sessions Create session
POST /sessions/{id}/messages Send message
GET /sessions/{id}/events SSE event stream
POST /upload Upload PDF/file
GET /swarm/presets List swarm presets
POST /swarm/runs Start swarm run
GET /swarm/runs/{id}/events Swarm SSE stream

Interactive docs: http://localhost:8899/docs


🔌 MCP Plugin

Vibe-Trading exposes 17 MCP tools for any MCP-compatible client. Runs as a stdio subprocess — no server setup needed. 16 of 17 tools work with zero API keys (HK/US/crypto). Only run_swarm needs an LLM key.

Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "vibe-trading": {
      "command": "vibe-trading-mcp"
    }
  }
}
OpenClaw

Add to ~/.openclaw/config.yaml:

skills:
  - name: vibe-trading
    command: vibe-trading-mcp
Cursor / Windsurf / other MCP clients
vibe-trading-mcp                  # stdio (default)
vibe-trading-mcp --transport sse  # SSE for web clients

MCP tools exposed (17): list_skills, load_skill, backtest, factor_analysis, analyze_options, pattern_recognition, get_market_data, web_search, read_url, read_document, read_file, write_file, list_swarm_presets, run_swarm, get_swarm_status, get_run_result, list_runs.

Install from ClawHub (one command)
npx clawhub@latest install vibe-trading --force

--force is required because the skill references external APIs, which triggers VirusTotal's automated scan. The code is fully open-source and safe to inspect.

This downloads the skill + MCP config into your agent's skills directory. No cloning needed.

Browse on ClawHub: clawhub.ai/skills/vibe-trading

OpenSpace — self-evolving skills

All 71 finance skills are published on open-space.cloud and evolve autonomously through OpenSpace's self-evolution engine.

To use with OpenSpace, add both MCP servers to your agent config:

{
  "mcpServers": {
    "openspace": {
      "command": "openspace-mcp",
      "toolTimeout": 600,
      "env": {
        "OPENSPACE_HOST_SKILL_DIRS": "/path/to/vibe-trading/agent/src/skills",
        "OPENSPACE_WORKSPACE": "/path/to/OpenSpace"
      }
    },
    "vibe-trading": {
      "command": "vibe-trading-mcp"
    }
  }
}

OpenSpace will auto-discover all 71 skills, enabling auto-fix, auto-improve, and community sharing. Search for Vibe-Trading skills via search_skills("finance backtest") in any OpenSpace-connected agent.


📁 Project Structure

Click to expand
Vibe-Trading/
├── agent/                          # Backend (Python)
│   ├── cli.py                      # CLI entrypoint — interactive TUI + subcommands
│   ├── api_server.py               # FastAPI server — runs, sessions, upload, swarm, SSE
│   ├── mcp_server.py               # MCP server — 17 tools for OpenClaw / Claude Desktop
│   │
│   ├── src/
│   │   ├── agent/                  # ReAct agent core
│   │   │   ├── loop.py             #   5-layer compression + read/write tool batching
│   │   │   ├── context.py          #   system prompt + auto-recall from persistent memory
│   │   │   ├── skills.py           #   skill loader (71 bundled + user-created via CRUD)
│   │   │   ├── tools.py            #   tool base class + registry
│   │   │   ├── memory.py           #   lightweight workspace state per run
│   │   │   ├── frontmatter.py      #   shared YAML frontmatter parser
│   │   │   └── trace.py            #   execution trace writer
│   │   │
│   │   ├── memory/                 # Cross-session persistent memory
│   │   │   └── persistent.py       #   file-based memory (~/.vibe-trading/memory/)
│   │   │
│   │   ├── tools/                  # 27 auto-discovered agent tools
│   │   │   ├── backtest_tool.py    #   run backtests
│   │   │   ├── remember_tool.py    #   cross-session memory (save/recall/forget)
│   │   │   ├── skill_writer_tool.py #  skill CRUD (save/patch/delete/file)
│   │   │   ├── session_search_tool.py # FTS5 cross-session search
│   │   │   ├── swarm_tool.py       #   launch swarm teams
│   │   │   ├── web_search_tool.py  #   DuckDuckGo web search
│   │   │   └── ...                 #   bash, file I/O, factor analysis, options, etc.
│   │   │
│   │   ├── skills/                 # 71 finance skills in 7 categories (SKILL.md each)
│   │   ├── swarm/                  # Swarm DAG execution engine
│   │   ├── session/                # Multi-turn chat + FTS5 session search
│   │   └── providers/              # LLM provider abstraction
│   │
│   ├── backtest/                   # Backtest engines
│   │   ├── engines/                #   7 engines + composite cross-market engine + options_portfolio
│   │   ├── loaders/                #   5 sources: tushare, okx, yfinance, akshare, ccxt
│   │   │   ├── base.py             #   DataLoader Protocol
│   │   │   └── registry.py         #   Registry + auto-fallback chains
│   │   └── optimizers/             #   MVO, equal vol, max div, risk parity
│   │
│   └── config/swarm/               # 29 swarm preset YAML definitions
│
├── frontend/                       # Web UI (React 19 + Vite + TypeScript)
│   └── src/
│       ├── pages/                  #   Home, Agent, RunDetail, Compare
│       ├── components/             #   chat, charts, layout
│       └── stores/                 #   Zustand state management
│
├── Dockerfile                      # Multi-stage build
├── docker-compose.yml              # One-command deploy
├── pyproject.toml                  # Package config + CLI entrypoint
└── LICENSE                         # MIT

🏛 Ecosystem

Vibe-Trading is part of the HKUDS agent ecosystem:

ClawTeam
Agent Swarm Intelligence
NanoBot
Ultra-Lightweight Personal AI Assistant
CLI-Anything
Making All Software Agent-Native
OpenSpace
Self-Evolving AI Agent Skills

🗺 Roadmap

We ship in phases. Items move to Issues when work begins.

Phase Feature Status
Agent Harness Persistent cross-session memory (remember / recall / forget) Done
Self-evolving skills — agent creates, patches, and deletes its own workflows Done
FTS5 cross-session search across all past conversations Done
5-layer context compression (micro → collapse → auto → manual → iterative) Done
Read/write tool batching — parallel execution for readonly tools Done
Next Up Autonomous research loop — agent iterates hypotheses overnight In Progress
IM integration (Slack / Telegram / WeChat) Planned
Analysis & Viz Options volatility surface & Greeks 3D visualization Planned
Cross-asset correlation heatmap with rolling window & clustering Planned
Benchmark comparison in CLI backtest output Planned
Skills & Presets Dividend Analysis skill Planned
ESG / Sustainable Investing swarm preset Planned
Portfolio & Optimization Advanced portfolio optimizer: leverage, sector caps, turnover constraints Planned
Future Strategy marketplace (share & discover) Exploring
Live data streaming via WebSocket Exploring

Contributing

We welcome contributions! See CONTRIBUTING.md for guidelines.

Good first issues are tagged with good first issue — pick one and get started.

Want to contribute something bigger? Check the Roadmap above and open an issue to discuss before starting.


Contributors

Thanks to everyone who has contributed to Vibe-Trading!


Disclaimer

Vibe-Trading is for research, simulation, and backtesting only. It is not investment advice and it does not execute live trades. Past performance does not guarantee future results.

License

MIT License — see LICENSE


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