Portfolio Manager

Field	Value
Task refs	TM-45, TM-46
Code	packages/agents/src/trademate_agents/portfolio_manager
Trigger	Weekly Sunday report; monthly and quarterly first-week catch-up windows
Model class	deterministic metrics plus deep-think report text when enabled
Prompt location	portfolio_manager/engine.py
Inputs	verified trades, reflections, performance metrics, regime context
Outputs	weekly/monthly/quarterly reports with recommendations and source counts
Storage	portfolio_manager_reports
Budget	$0.25 weekly, $0.60 monthly/quarterly

Trace Expectations

• trademate.task_ref=TM-45 or TM-46
• stages: load_trade_context, aggregate_metrics, generate_report, persist_report
• report type, source trade count, model used, fallback reason if deterministic