AI-Trader/configs/README.md

Configuration Files

This directory contains configuration files for AI-Trader-Server. These JSON configuration files define the parameters and settings used by the trading agents during execution.

Files

default_config.json

The main configuration file that defines all system parameters. This file is loaded by livebaseagent_config.py and contains the following sections:

Agent Configuration

• agent_type: Specifies which agent class to use
• agent_config: Agent-specific parameters
  • max_steps: Maximum number of reasoning steps per trading decision (default: 30)
  • max_retries: Maximum retry attempts for failed operations (default: 3)
  • base_delay: Base delay between operations in seconds (default: 1.0)
  • initial_cash: Starting cash amount for trading (default: $10,000)

Date Range

• date_range: Trading period configuration
  • init_date: Start date for trading simulation (format: YYYY-MM-DD)
  • end_date: End date for trading simulation (format: YYYY-MM-DD)

Model Configuration

• models: List of AI models to use for trading decisions
  • Each model entry contains:
    • name: Display name for the model
    • basemodel: Full model identifier/path
    • signature: Model signature for API calls
    • enabled: Boolean flag to enable/disable the model

Logging Configuration

• log_config: Logging parameters
  • log_path: Directory path where agent data and logs are stored

Usage

Default Configuration

The system automatically loads default_config.json when no specific configuration file is provided:

python livebaseagent_config.py

Custom Configuration

You can specify a custom configuration file:

python livebaseagent_config.py configs/my_custom_config.json

Environment Variable Overrides

Certain configuration values can be overridden using environment variables:

• INIT_DATE: Overrides the initial trading date
• END_DATE: Overrides the end trading date

Configuration Examples

Minimal Configuration

{
  "agent_type": "BaseAgent",
  "date_range": {
    "init_date": "2025-01-01",
    "end_date": "2025-01-31"
  },
  "models": [
    {
      "name": "gpt-4o",
      "basemodel": "openai/gpt-4o-2024-11-20",
      "signature": "gpt-4o-2024-11-20",
      "enabled": true
    }
  ],
  "agent_config": {
    "max_steps": 10,
    "initial_cash": 5000.0
  },
  "log_config": {
    "log_path": "./data/agent_data"
  }
}

Multi-Model Configuration

{
  "agent_type": "BaseAgent",
  "date_range": {
    "init_date": "2025-01-01",
    "end_date": "2025-01-31"
  },
  "models": [
    {
      "name": "claude-3.7-sonnet",
      "basemodel": "anthropic/claude-3.7-sonnet",
      "signature": "claude-3.7-sonnet",
      "enabled": true
    },
    {
      "name": "gpt-4o",
      "basemodel": "openai/gpt-4o-2024-11-20",
      "signature": "gpt-4o-2024-11-20",
      "enabled": true
    },
    {
      "name": "qwen3-max",
      "basemodel": "qwen/qwen3-max",
      "signature": "qwen3-max",
      "enabled": false
    }
  ],
  "agent_config": {
    "max_steps": 50,
    "max_retries": 5,
    "base_delay": 2.0,
    "initial_cash": 20000.0
  },
  "log_config": {
    "log_path": "./data/agent_data"
  }
}

Notes

• Configuration files must be valid JSON format
• The system validates date ranges and ensures init_date is not greater than end_date
• Only models with enabled: true will be used for trading simulations
• Configuration errors will cause the system to exit with appropriate error messages
• The configuration system supports dynamic agent class loading through the AGENT_REGISTRY mapping