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release: agent-powered watchlist builder#7

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atomize merged 6 commits into
mainfrom
develop
Mar 31, 2026
Merged

release: agent-powered watchlist builder#7
atomize merged 6 commits into
mainfrom
develop

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@atomize

@atomize atomize commented Mar 31, 2026

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Release

Production deploy of the agent-powered watchlist builder system.

Changes

  • Embedded AI chat in Watchlist Builder with specialized system prompt for sector research
  • Structured watchlist proposals (name, layers, tickers, thesis) rendered as interactive cards
  • Accept & Save / Load as Draft / Dismiss actions on proposals
  • Context-aware chat routing (watchlist_builder vs general)
  • WatchlistProposal schema and WS message type

PR History

Made with Cursor

atomize added 6 commits March 31, 2026 13:42
…sages

- WatchlistProposalSchema: name, sector, layers, items, reasoning
- Add watchlist_proposal to WsMessageSchema for server → client proposals
- Add context and activeWatchlist fields to chat_send client message
  to differentiate watchlist builder chat from general chat

Made-with: Cursor
…ction

New handleWatchlistChat function with a specialized system prompt that
instructs Claude to output structured watchlist proposals as JSON blocks.
The response is parsed to extract proposals (name, layers, items with
tickers/descriptions/thesis/strategies) separately from the display text.
System prompt uses AI Supply Chain as the gold-standard example.

Made-with: Cursor
When chat_send includes context='watchlist_builder', routes to
handleWatchlistChat instead of generic chat. Sends both chat_message
and watchlist_proposal WS messages back to the client.

Made-with: Cursor
- Add WatchlistProposal state and watchlist_proposal message handler
- sendChatMessage now accepts context and activeWatchlist parameters
- Add clearProposal action for dismissing proposals

Made-with: Cursor
…l cards

- WatchlistBuilder now has a 3-column layout: sidebar, editor, embedded chat
- Agent chat sends with context='watchlist_builder' and active watchlist name
- ProposalCard component renders agent-proposed watchlists with ticker table,
  layers preview, and Accept/Edit/Dismiss actions
- "Accept & Save" creates the watchlist and saves items in one action
- "Load as Draft" loads proposal items into the editor for manual tweaking
- Floating chat hidden when on the watchlist builder tab (chat is embedded)
- Export WatchlistProposal from shared package index

Made-with: Cursor
feat: agent-powered watchlist builder with embedded chat and proposals
@atomize
atomize merged commit da61e77 into main Mar 31, 2026
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