from tradingagents.agents.utils.agent_utils import build_instrument_context, get_language_instruction def create_portfolio_manager(llm, memory): def portfolio_manager_node(state) -> dict: instrument_context = build_instrument_context(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["fundamentals_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" prompt = f"""As the Portfolio Manager, synthesize the risk analysts' debate and deliver the final trading decision. {instrument_context} --- **Rating Scale** (use exactly one): - **Buy**: Strong conviction to enter or add to position - **Overweight**: Favorable outlook, gradually increase exposure - **Hold**: Maintain current position, no action needed - **Underweight**: Reduce exposure, take partial profits - **Sell**: Exit position or avoid entry **Context:** - Trader's proposed plan: **{trader_plan}** - Lessons from past decisions: **{past_memory_str}** **Required Output Structure:** 1. **Rating**: State one of Buy / Overweight / Hold / Underweight / Sell. 2. **Executive Summary**: A concise action plan covering entry strategy, position sizing, key risk levels, and time horizon. 3. **Investment Thesis**: Detailed reasoning anchored in the analysts' debate and past reflections. --- **Risk Analysts Debate History:** {history} --- Be decisive and ground every conclusion in specific evidence from the analysts.{get_language_instruction()}""" response = llm.invoke(prompt) new_risk_debate_state = { "judge_decision": response.content, "history": risk_debate_state["history"], "aggressive_history": risk_debate_state["aggressive_history"], "conservative_history": risk_debate_state["conservative_history"], "neutral_history": risk_debate_state["neutral_history"], "latest_speaker": "Judge", "current_aggressive_response": risk_debate_state["current_aggressive_response"], "current_conservative_response": risk_debate_state["current_conservative_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 portfolio_manager_node