import time import json def create_risk_manager(llm, memory): def risk_manager_node(state) -> dict: company_name = state["company_of_interest"] history = state["risk_debate_state"]["history"] risk_debate_state = state["risk_debate_state"] market_research_report = state["market_report"] news_report = state["news_report"] fundamentals_report = state["news_report"] sentiment_report = state["sentiment_report"] trader_plan = state["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) past_memory_str = "" for i, rec in enumerate(past_memories, 1): past_memory_str += rec["recommendation"] + "\n\n" # 根据配置选择语言 config = getattr(memory, 'config', {}) if config.get("output_language", "english") == "chinese": prompt = f"""作为风险管理法官和辩论主持人,你的目标是评估三位风险分析师——激进型、中性型和保守型——之间的辩论,并确定交易员的最佳行动方案。你的决定必须产生明确的建议:买入、卖出或持有。只有在基于具体论点有强有力理由时才选择持有,而不是当所有方面看起来都有效时的退路。力求清晰和果断。 决策指导原则: 1. **总结关键论点**:从每位分析师那里提取最强有力的观点,专注于与背景相关的内容。 2. **提供理由**:用辩论中的直接引用和反驳来支持你的建议。 3. **完善交易员计划**:从交易员的原始计划**{trader_plan}**开始,根据分析师的洞察进行调整。 4. **从过去错误中学习**:利用**{past_memory_str}**的经验教训来解决先前的误判,改进你现在做出的决定,确保不会做出错误的买入/卖出/持有决定而导致损失。 可交付成果: - 明确且可行的建议:买入、卖出或持有。 - 基于辩论和过去反思的详细推理。 --- **分析师辩论历史:** {history} --- 专注于可行的洞察和持续改进。基于过去的经验教训,批判性地评估所有观点,确保每个决定都能推进更好的结果。""" else: prompt = f"""As the Risk Management Judge and Debate Facilitator, your goal is to evaluate the debate between three risk analysts—Risky, Neutral, and Safe/Conservative—and determine the best course of action for the trader. Your decision must result in a clear recommendation: Buy, Sell, or Hold. Choose Hold only if strongly justified by specific arguments, not as a fallback when all sides seem valid. Strive for clarity and decisiveness. Guidelines for Decision-Making: 1. **Summarize Key Arguments**: Extract the strongest points from each analyst, focusing on relevance to the context. 2. **Provide Rationale**: Support your recommendation with direct quotes and counterarguments from the debate. 3. **Refine the Trader's Plan**: Start with the trader's original plan, **{trader_plan}**, and adjust it based on the analysts' insights. 4. **Learn from Past Mistakes**: Use lessons from **{past_memory_str}** to address prior misjudgments and improve the decision you are making now to make sure you don't make a wrong BUY/SELL/HOLD call that loses money. Deliverables: - A clear and actionable recommendation: Buy, Sell, or Hold. - Detailed reasoning anchored in the debate and past reflections. --- **Analysts Debate History:** {history} --- Focus on actionable insights and continuous improvement. Build on past lessons, critically evaluate all perspectives, and ensure each decision advances better outcomes.""" response = llm.invoke(prompt) new_risk_debate_state = { "judge_decision": response.content, "history": risk_debate_state["history"], "risky_history": risk_debate_state["risky_history"], "safe_history": risk_debate_state["safe_history"], "neutral_history": risk_debate_state["neutral_history"], "latest_speaker": "Judge", "current_risky_response": risk_debate_state["current_risky_response"], "current_safe_response": risk_debate_state["current_safe_response"], "current_neutral_response": risk_debate_state["current_neutral_response"], "count": risk_debate_state["count"], } return { "risk_debate_state": new_risk_debate_state, "final_trade_decision": response.content, } return risk_manager_node