From 8daa8b3477768849b4e996a42eaebf989b554ca2 Mon Sep 17 00:00:00 2001 From: dw1161 Date: Sat, 21 Mar 2026 15:47:58 +0800 Subject: [PATCH] =?UTF-8?q?=F0=9F=92=AC=20=E6=94=AF=E6=8C=81=E7=94=A8?= =?UTF-8?q?=E6=88=B7=E8=87=AA=E5=AE=9A=E4=B9=89=E5=88=86=E6=9E=90=E8=A7=86?= =?UTF-8?q?=E8=A7=92=E6=B3=A8=E5=85=A5=EF=BC=88user=5Fcontext=20=E5=8F=82?= =?UTF-8?q?=E6=95=B0=EF=BC=89?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- run_analysis.py | 28 ++++++++++++++++++++-------- tradingagents/graph/propagation.py | 9 +++++++-- tradingagents/graph/trading_graph.py | 12 +++++++++--- 3 files changed, 36 insertions(+), 13 deletions(-) diff --git a/run_analysis.py b/run_analysis.py index ffed320d..50078824 100644 --- a/run_analysis.py +++ b/run_analysis.py @@ -2,9 +2,10 @@ TradingAgents 分析脚本 用途：对持仓标的（NVDA / VOO）进行多 Agent 分析 用法： - python run_analysis.py NVDA # 分析 NVDA，使用今日日期 - python run_analysis.py VOO # 分析 VOO - python run_analysis.py NVDA 2025-03-01 # 分析指定日期 + python run_analysis.py NVDA # 分析 NVDA，使用今日日期 + python run_analysis.py VOO # 分析 VOO + python run_analysis.py NVDA 2026-03-20 # 指定日期 + python run_analysis.py NVDA 2026-03-20 "中东地缘冲突..." # 注入自定义分析视角 """ import sys @@ -23,7 +24,7 @@ config = DEFAULT_CONFIG.copy() config["llm_provider"] = "google" config["deep_think_llm"] = "gemini-2.5-flash" config["quick_think_llm"] = "gemini-2.5-flash" -config["max_debate_rounds"] = 1 # 减少辩论轮次，降低单次请求量 +config["max_debate_rounds"] = 1 config["max_risk_discuss_rounds"] = 1 config["data_vendors"] = { "core_stock_apis": "yfinance", @@ -35,12 +36,21 @@ config["data_vendors"] = { # ── 入参解析 ───────────────────────────────────────────────────────────────── ticker = sys.argv[1].upper() if len(sys.argv) > 1 else "NVDA" analysis_date = sys.argv[2] if len(sys.argv) > 2 else str(date.today()) +user_context = sys.argv[3] if len(sys.argv) > 3 else "" + +# 如果没有传入上下文，交互式询问 +if not user_context and sys.stdin.isatty(): + print("\n💬 是否有自定义分析视角？（直接回车跳过）") + print(" 例：当前主导美股的核心因素是中东地缘冲突，请重点考虑此风险") + user_context = input(" > ").strip() print(f"\n{'='*60}") print(f"🤖 TradingAgents 多 Agent 分析") print(f" 标的：{ticker}") print(f" 日期：{analysis_date}") print(f" 模型：Gemini 2.5 Flash") +if user_context: + print(f" 用户视角：{user_context[:60]}{'...' if len(user_context) > 60 else ''}") print(f"{'='*60}\n") # ── 执行分析（带 retry）──────────────────────────────────────────────────────── @@ -53,8 +63,8 @@ for attempt in range(1, MAX_RETRIES + 1): debug=False, config=config, ) - final_state, decision = ta.propagate(ticker, analysis_date) - break # 成功则退出重试 + final_state, decision = ta.propagate(ticker, analysis_date, user_context) + break except Exception as e: print(f"⚠️ 第 {attempt} 次失败: {type(e).__name__}: {str(e)[:120]}") if attempt < MAX_RETRIES: @@ -76,8 +86,10 @@ os.makedirs(output_dir, exist_ok=True) output_file = os.path.join(output_dir, f"{ticker}_{analysis_date}.txt") with open(output_file, "w", encoding="utf-8") as f: - f.write(f"标的：{ticker}\n日期：{analysis_date}\n最终决策：{decision}\n\n") - f.write("="*60 + "\n") + f.write(f"标的：{ticker}\n日期：{analysis_date}\n最终决策：{decision}\n") + if user_context: + f.write(f"用户视角：{user_context}\n") + f.write("\n" + "="*60 + "\n") f.write("【交易员决策报告】\n") f.write(str(final_state.get("trader_investment_plan", "N/A"))) diff --git a/tradingagents/graph/propagation.py b/tradingagents/graph/propagation.py index 0fd10c0c..46866c87 100644 --- a/tradingagents/graph/propagation.py +++ b/tradingagents/graph/propagation.py @@ -16,11 +16,16 @@ class Propagator: self.max_recur_limit = max_recur_limit def create_initial_state( - self, company_name: str, trade_date: str + self, company_name: str, trade_date: str, user_context: str = "" ) -> Dict[str, Any]: """Create the initial state for the agent graph.""" + # 支持注入用户自定义分析视角 + if user_context: + human_msg = f"{company_name}\n\n[用户补充视角]\n{user_context}" + else: + human_msg = company_name return { - "messages": [("human", company_name)], + "messages": [("human", human_msg)], "company_of_interest": company_name, "trade_date": str(trade_date), "investment_debate_state": InvestDebateState( diff --git a/tradingagents/graph/trading_graph.py b/tradingagents/graph/trading_graph.py index c7ef0f98..cdb9a868 100644 --- a/tradingagents/graph/trading_graph.py +++ b/tradingagents/graph/trading_graph.py @@ -186,14 +186,20 @@ class TradingAgentsGraph: ), } - def propagate(self, company_name, trade_date): - """Run the trading agents graph for a company on a specific date.""" + def propagate(self, company_name, trade_date, user_context: str = ""): + """Run the trading agents graph for a company on a specific date. + + Args: + company_name: Stock ticker symbol + trade_date: Analysis date (YYYY-MM-DD) + user_context: Optional user-provided analysis perspective or focus areas + """ self.ticker = company_name # Initialize state init_agent_state = self.propagator.create_initial_state( - company_name, trade_date + company_name, trade_date, user_context ) args = self.propagator.get_graph_args()