import time import json from tradingagents.agents.utils.korean_prompt import ( KOREAN_INVESTOR_GUIDE, KOREAN_DEBATE_GUIDE, ) def create_research_manager(llm, memory): def research_manager_node(state) -> dict: history = state["investment_debate_state"].get("history", "") market_research_report = state["market_report"] sentiment_report = state["sentiment_report"] news_report = state["news_report"] fundamentals_report = state["fundamentals_report"] investment_debate_state = state["investment_debate_state"] 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) past_memory_str = "" for i, rec in enumerate(past_memories, 1): past_memory_str += rec["recommendation"] + "\n\n" prompt = f"""As the portfolio manager and debate facilitator, your role is to critically evaluate this round of debate and make a definitive decision on whether to ENTER a NEW long position in this stock. Context: There is currently NO existing position in this stock. The only question is: "Should we BUY to open a new position now, or PASS and not enter?" Your decision options are: - **BUY**: Enter a new long position now — the bull case is compelling and the entry timing is right. - **PASS**: Do not enter — the risks or poor timing outweigh the opportunity; wait for a better setup. Summarize the key points from both sides concisely, focusing on the most compelling evidence or reasoning about entry timing and risk/reward. Avoid defaulting to PASS simply because both sides have valid points; commit to a stance grounded in the debate's strongest arguments. Additionally, develop a detailed entry plan for the trader if recommending BUY. This should include: Your Recommendation: A decisive BUY or PASS stance supported by the most convincing arguments. Rationale: An explanation of why these arguments lead to your conclusion about entering now. Strategic Actions: If BUY — concrete entry parameters (price levels, position sizing approach, stop-loss levels). If PASS — what conditions would need to change before reconsidering entry. Take into account your past mistakes on similar situations. Use these insights to refine your decision-making and ensure you are learning and improving. Present your analysis conversationally, as if speaking naturally, without special formatting. Here are your past reflections on mistakes: \"{past_memory_str}\" Here is the debate: Debate History: {history} {KOREAN_INVESTOR_GUIDE} {KOREAN_DEBATE_GUIDE} """ response = llm.invoke(prompt) new_investment_debate_state = { "judge_decision": response.content, "history": investment_debate_state.get("history", ""), "bear_history": investment_debate_state.get("bear_history", ""), "bull_history": investment_debate_state.get("bull_history", ""), "current_response": response.content, "count": investment_debate_state["count"], } return { "investment_debate_state": new_investment_debate_state, "investment_plan": response.content, } return research_manager_node