Yijia-Xiao
d7b40a2a5c
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
68 lines
2.4 KiB
Python
68 lines
2.4 KiB
Python
"""Research Manager: turns the bull/bear debate into a structured investment plan for the trader."""
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from __future__ import annotations
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from tradingagents.agents.schemas import ResearchPlan, render_research_plan
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from tradingagents.agents.utils.agent_utils import (
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get_instrument_context_from_state,
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get_language_instruction,
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)
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from tradingagents.agents.utils.structured import (
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bind_structured,
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invoke_structured_or_freetext,
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)
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def create_research_manager(llm):
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structured_llm = bind_structured(llm, ResearchPlan, "Research Manager")
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def research_manager_node(state) -> dict:
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instrument_context = get_instrument_context_from_state(state)
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history = state["investment_debate_state"].get("history", "")
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investment_debate_state = state["investment_debate_state"]
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prompt = f"""As the Research Manager and debate facilitator, your role is to critically evaluate this round of debate and deliver a clear, actionable investment plan for the trader.
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{instrument_context}
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---
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**Rating Scale** (use exactly one):
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- **Buy**: Strong conviction in the bull thesis; recommend taking or growing the position
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- **Overweight**: Constructive view; recommend gradually increasing exposure
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- **Hold**: Balanced view; recommend maintaining the current position
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- **Underweight**: Cautious view; recommend trimming exposure
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- **Sell**: Strong conviction in the bear thesis; recommend exiting or avoiding the position
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Commit to a clear stance whenever the debate's strongest arguments warrant one; reserve Hold for situations where the evidence on both sides is genuinely balanced.
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---
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**Debate History:**
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{history}""" + get_language_instruction()
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investment_plan = invoke_structured_or_freetext(
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structured_llm,
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llm,
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prompt,
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render_research_plan,
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"Research Manager",
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)
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new_investment_debate_state = {
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"judge_decision": investment_plan,
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"history": investment_debate_state.get("history", ""),
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"bear_history": investment_debate_state.get("bear_history", ""),
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"bull_history": investment_debate_state.get("bull_history", ""),
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"current_response": investment_plan,
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"count": investment_debate_state["count"],
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}
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return {
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"investment_debate_state": new_investment_debate_state,
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"investment_plan": investment_plan,
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}
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return research_manager_node
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