fix: portfolio manager reads trader's proposal and research plan (#503)

This commit is contained in:
Yijia-Xiao 2026-04-04 07:22:01 +00:00
parent 28d5cc661f
commit 7269f877c1
No known key found for this signature in database
1 changed files with 4 additions and 2 deletions

View File

@ -12,7 +12,8 @@ def create_portfolio_manager(llm, memory):
news_report = state["news_report"]
fundamentals_report = state["fundamentals_report"]
sentiment_report = state["sentiment_report"]
trader_plan = state["investment_plan"]
research_plan = state["investment_plan"]
trader_plan = state["trader_investment_plan"]
curr_situation = f"{market_research_report}\n\n{sentiment_report}\n\n{news_report}\n\n{fundamentals_report}"
past_memories = memory.get_memories(curr_situation, n_matches=2)
@ -35,7 +36,8 @@ def create_portfolio_manager(llm, memory):
- **Sell**: Exit position or avoid entry
**Context:**
- Trader's proposed plan: **{trader_plan}**
- Research Manager's investment plan: **{research_plan}**
- Trader's transaction proposal: **{trader_plan}**
- Lessons from past decisions: **{past_memory_str}**
**Required Output Structure:**