Update AI models

This commit is contained in:
Jenit Jain 2025-08-11 22:40:03 -07:00
parent 66b5ff0bff
commit 94db0cb422
5 changed files with 22 additions and 6 deletions

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@ -4,4 +4,15 @@
- Add a method to include new files and articles and resources to the knowledge base and run the loop of analysis again.
- Update the trading prompts to be more specific and to the point.
- Research on the new roles of agents to involve and what they will be doing.
- Identify places where the human-in-the-loop can be used to improve the system.
- Identify places where the human-in-the-loop can be used to improve the system.
- Peer comparison
- Portfolio management with the Risk management agent
Questions for financial folks:
1. Identify new roles for agents that are missing in the company structure that can help add insights into the decision making process.
2. Identify the steps in the process where you would want to give manual input and opinions to help guide a discussion between agents.
3. Review the prompts for the different agents and identify tasks to add for the agents or improvements.
4. List of website that you find helpful and use on a daily basis and maybe some specific tools you use on the website,
5. What are some of the decisions that you need help with on a daily basis for which the AI can provide insights and corresponding proof.
6. Summary of all the possible sources you interact with while evaluating a stock.

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@ -477,7 +477,7 @@ IMPORTANT: Return ONLY the transformed JSON, no additional text or explanations.
print(f"Failed to process {json_file}")
except Exception as e:
print(f"Failed to process {json_file}: {e}")
print(f" {json_file}: {e}")
results["failed"].append(str(json_file))
return results
@ -504,6 +504,10 @@ IMPORTANT: Return ONLY the transformed JSON, no additional text or explanations.
else:
output_file_path = Path(output_file_path) / f"{input_path.stem}_transformed.json"
# Ensure output directory exists
output_dir = Path(output_file_path).parent
output_dir.mkdir(parents=True, exist_ok=True)
# Save the transformed data
with open(output_file_path, 'w') as f:
json.dump(transformed_data, f, indent=2)

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@ -9,7 +9,7 @@ class FinancialSituationMemory:
self.embedding = "nomic-embed-text"
else:
# TODO: Replace the following with Voyage Finance-2 embedding
self.embedding = "text-embedding-3-small"
self.embedding = "text-embedding-3-large"
self.client = OpenAI(base_url=config["backend_url"])
self.chroma_client = chromadb.Client(Settings(allow_reset=True))
# Check if collection exists

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@ -46,7 +46,8 @@ ticker_to_company = {
"UBER": "Uber",
"ROKU": "Roku",
"PINS": "Pinterest",
"AVAH": "Aveanna Healthcare"
"AVAH": "Aveanna Healthcare",
"BTAI": "BioXcel Therapeutics"
}

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@ -10,8 +10,8 @@ DEFAULT_CONFIG = {
),
# LLM settings
"llm_provider": "openai",
"deep_think_llm": "o4-mini",
"quick_think_llm": "gpt-4o-mini",
"deep_think_llm": "o3",
"quick_think_llm": "gpt-4.1",
"backend_url": "https://api.openai.com/v1",
# Debate and discussion settings
"max_debate_rounds": 5,