- Update report file resolution to require an explicit path by default, with an option for auto-detection.
- Implement a summary JSON output for agent inspection, excluding free-text fields and providing key metrics.
- Modify documentation and tests to reflect these changes.
- Created requirements.txt for dependencies including pandas, numpy, openpyxl, and yfinance.
- Added setup-env.sh script to set up a Python virtual environment and install required packages.
- Introduced validate-export.sh script to validate the exporter module and check expected fields.
- Implemented test cases in test_portfolio_performance_exporter.py to ensure correct CSV export functionality and data handling.
farcasclaudiu