# TradingAgents/graph/reflection.py from typing import Dict, Any from langchain_openai import ChatOpenAI class Reflector: """Handles reflection on decisions and updating memory.""" def __init__(self, quick_thinking_llm: ChatOpenAI): """Initialize the reflector with an LLM.""" self.quick_thinking_llm = quick_thinking_llm self.reflection_system_prompt = self._get_reflection_prompt() def _get_reflection_prompt(self) -> str: """Get the system prompt for reflection.""" return """ You are an expert financial analyst tasked with reviewing trading decisions/analysis. Your goal is to deliver detailed insights AND **tunable parameter updates**. 1. Reasoning: - Determine if the decision was correct based on the OUTCOME (Returns). - Analyze which factor (News, Technicals, Fundamentals) was the primary driver. 2. Improvement: - For incorrect decisions, propose revisions. 3. Summary: - Summarize lessons learned. 4. PARAMETER OPTIMIZATION (CRITICAL): - You have control over specific system parameters. - If the strategy failed due to being too slow/fast, adjust them. - **YOU MUST OUTPUT A JSON BLOCK** at the end of your response if changes are needed. - Available Parameters: - `rsi_period` (Default 14): Lower to 7 for faster reaction, raise to 21 for noise filtering. - `risk_multiplier_cap` (Default 1.5): Lower if drawdowns are too high. - `stop_loss_pct` (Default 0.10): Tighten (e.g., 0.05) if getting stopped out too late. - FORMAT: ```json { "UPDATE_PARAMETERS": { "rsi_period": 7, "stop_loss_pct": 0.08 } } ``` - If no changes are needed, do not output the JSON block. Adhere strictly to these instructions. """ def _extract_current_situation(self, current_state: Dict[str, Any]) -> str: """ Extract the current market situation from the state. CRITICAL FIX: Now includes Regime Context so the Reflector knows WHY rules were applied. """ # Standard Reports curr_market_report = current_state.get("market_report", "No Market Report") curr_sentiment_report = current_state.get("sentiment_report", "No Sentiment Report") curr_news_report = current_state.get("news_report", "No News Report") curr_fundamentals_report = current_state.get("fundamentals_report", "No Fundamental Report") # 🛑 CRITICAL CONTEXT: The Regime Data market_regime = current_state.get("market_regime", "UNKNOWN") broad_regime = current_state.get("broad_market_regime", "UNKNOWN") volatility = current_state.get("volatility_score", "N/A") # Format the Situation String situation_str = ( f"=== MARKET REGIME CONTEXT ===\n" f"Target Asset Regime: {market_regime}\n" f"Broad Market (SPY) Regime: {broad_regime}\n" f"Volatility Score: {volatility}\n\n" f"=== ANALYST REPORTS ===\n" f"TECHNICAL: {curr_market_report}\n\n" f"SENTIMENT: {curr_sentiment_report}\n\n" f"NEWS: {curr_news_report}\n\n" f"FUNDAMENTALS: {curr_fundamentals_report}" ) return situation_str def _reflect_on_component( self, component_type: str, report: str, situation: str, returns_losses ) -> str: """Generate reflection for a component.""" messages = [ ("system", self.reflection_system_prompt), ( "human", f"Returns: {returns_losses}\n\nAnalysis/Decision: {report}\n\nObjective Market Reports for Reference: {situation}", ), ] result = self.quick_thinking_llm.invoke(messages).content return result def reflect_bull_researcher(self, current_state, returns_losses, bull_memory): """Reflect on bull researcher's analysis and update memory.""" situation = self._extract_current_situation(current_state) bull_debate_history = current_state["investment_debate_state"]["bull_history"] result = self._reflect_on_component( "BULL", bull_debate_history, situation, returns_losses ) bull_memory.add_situations([(situation, result)]) def reflect_bear_researcher(self, current_state, returns_losses, bear_memory): """Reflect on bear researcher's analysis and update memory.""" situation = self._extract_current_situation(current_state) bear_debate_history = current_state["investment_debate_state"]["bear_history"] result = self._reflect_on_component( "BEAR", bear_debate_history, situation, returns_losses ) bear_memory.add_situations([(situation, result)]) def reflect_trader(self, current_state, returns_losses, trader_memory): """Reflect on trader's decision and update memory.""" situation = self._extract_current_situation(current_state) trader_decision = current_state["trader_investment_plan"] result = self._reflect_on_component( "TRADER", trader_decision, situation, returns_losses ) trader_memory.add_situations([(situation, result)]) def reflect_invest_judge(self, current_state, returns_losses, invest_judge_memory): """Reflect on investment judge's decision and update memory.""" situation = self._extract_current_situation(current_state) judge_decision = current_state["investment_debate_state"]["judge_decision"] result = self._reflect_on_component( "INVEST JUDGE", judge_decision, situation, returns_losses ) invest_judge_memory.add_situations([(situation, result)]) def reflect_risk_manager(self, current_state, returns_losses, risk_manager_memory): """Reflect on risk manager's decision and update memory.""" situation = self._extract_current_situation(current_state) judge_decision = current_state["risk_debate_state"]["judge_decision"] result = self._reflect_on_component( "RISK JUDGE", judge_decision, situation, returns_losses ) risk_manager_memory.add_situations([(situation, result)])