fix(graph): resolve instrument identity to stop wrong-company hallucination

Agents had no ground-truth ticker→company mapping, so the market analyst
could pattern-match a price chart to the wrong company (e.g. TOTDY read as
"TotalEnergies"), and every downstream agent inherited the bad framing.

Resolve identity once at run start via a cached, fail-open yfinance lookup
and inject company/sector/exchange into the shared instrument context that
all twelve agents consume, with an explicit do-not-substitute instruction.
Resolution runs on both the propagate() and CLI entry points.

Also replaces the bare "Continue" message-clear placeholder, which some
OpenAI-compatible providers interpreted as the user task, with a
context-anchored placeholder carrying the resolved identity and date.

#814 #888

tradingagents/graph/propagation.py

@@ -21,12 +21,21 @@ class Propagator:
         trade_date: str,
         asset_type: str = "stock",
         past_context: str = "",
+        instrument_context: str = "",
     ) -> Dict[str, Any]:
-        """Create the initial state for the agent graph."""
+        """Create the initial state for the agent graph.
+
+        ``instrument_context`` is the deterministic ticker-identity string
+        resolved once at run start (see
+        ``TradingAgentsGraph.resolve_instrument_context``). When empty, agents
+        fall back to ticker-only context via
+        ``get_instrument_context_from_state``.
+        """
         return {
             "messages": [("human", company_name)],
             "company_of_interest": company_name,
             "asset_type": asset_type,
+            "instrument_context": instrument_context,
             "trade_date": str(trade_date),
             "past_context": past_context,
             "investment_debate_state": InvestDebateState(

tradingagents/graph/trading_graph.py

@@ -28,6 +28,8 @@ from tradingagents.dataflows.config import set_config
 
 # Import the new abstract tool methods from agent_utils
 from tradingagents.agents.utils.agent_utils import (
+    build_instrument_context,
+    resolve_instrument_identity,
     get_stock_data,
     get_indicators,
     get_fundamentals,
@@ -292,6 +294,18 @@ class TradingAgentsGraph:
         if updates:
             self.memory_log.batch_update_with_outcomes(updates)
 
+    def resolve_instrument_context(self, ticker: str, asset_type: str = "stock") -> str:
+        """Resolve ticker identity once and return the full instrument context.
+
+        Deterministic yfinance lookup (cached, fail-open) injected into a
+        context string so every agent anchors to the real company instead of
+        hallucinating one from the price chart (#814). Both the propagate()
+        path and the CLI call this so the resolved identity reaches the whole
+        graph regardless of entry point.
+        """
+        identity = resolve_instrument_identity(ticker)
+        return build_instrument_context(ticker, asset_type, identity)
+
     def propagate(self, company_name, trade_date, asset_type: str = "stock"):
         """Run the trading agents graph for a company on a specific date.
 
@@ -335,10 +349,16 @@ class TradingAgentsGraph:
 
     def _run_graph(self, company_name, trade_date, asset_type: str = "stock"):
         """Execute the graph and write the resulting state to disk and memory log."""
-        # Initialize state — inject memory log context for PM.
+        # Initialize state — inject memory log context for PM and the
+        # deterministically resolved instrument identity for all agents.
         past_context = self.memory_log.get_past_context(company_name)
+        instrument_context = self.resolve_instrument_context(company_name, asset_type)
         init_agent_state = self.propagator.create_initial_state(
-            company_name, trade_date, asset_type=asset_type, past_context=past_context
+            company_name,
+            trade_date,
+            asset_type=asset_type,
+            past_context=past_context,
+            instrument_context=instrument_context,
         )
         args = self.propagator.get_graph_args()