import time import json 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 for SHORT-TERM trading (1-2 week horizon), your role is to critically evaluate this round of debate and make a definitive position decision: align with the bull analyst (LONG), the bear analyst (SHORT), or choose HOLD only if it is strongly justified based on the arguments presented. Focus on SHORT-TERM factors: near-term catalysts, momentum, upcoming events, and what is likely to happen in the next 1-2 weeks. Summarize the key points from both sides concisely, focusing on the most compelling evidence for short-term price movement. Your position recommendation—LONG, SHORT, or HOLD—must be clear and actionable for a 1-2 week holding period. Avoid defaulting to HOLD simply because both sides have valid points; commit to a stance grounded in the debate's strongest short-term arguments. Additionally, develop a detailed SHORT-TERM investment plan for the trader. This should include: Your Position Recommendation: A decisive stance (LONG/SHORT/HOLD) for the next 1-2 weeks supported by the most convincing arguments. Rationale: An explanation of why these arguments lead to your conclusion for the short-term. Strategic Actions: Concrete steps for implementing the recommendation with a 1-2 week timeframe in mind. 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}""" 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