from tradingagents.agents.utils.agent_utils import ( build_instrument_context, build_optional_decision_context, get_language_instruction, summarize_structured_signal, truncate_prompt_text, use_compact_analysis_prompt, ) from tradingagents.agents.utils.decision_utils import build_structured_decision 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"] research_plan = state["investment_plan"] trader_plan = state["trader_investment_plan"] research_structured = state.get("investment_plan_structured") or {} trader_structured = state.get("trader_investment_plan_structured") or {} portfolio_context = state.get("portfolio_context", "") peer_context = state.get("peer_context", "") decision_context = build_optional_decision_context( portfolio_context, peer_context, peer_context_mode=state.get("peer_context_mode", "UNSPECIFIED"), max_chars=550, ) 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" if use_compact_analysis_prompt(): prompt = f"""As the Portfolio Manager, synthesize the risk debate and deliver the final rating. {instrument_context} Use exactly one rating: Buy / Overweight / Hold / Underweight / Sell. You already have enough evidence. Do not ask for more data and do not emit tool calls. Return with this exact header first: RATING: BUY|OVERWEIGHT|HOLD|UNDERWEIGHT|SELL HOLD_SUBTYPE: DEFENSIVE_HOLD|STAGED_BUY_HOLD|STANDARD_HOLD|N/A ENTRY_STYLE: IMMEDIATE|STAGED|WAIT_PULLBACK|EXISTING_ONLY|REDUCE|EXIT|UNKNOWN SAME_THEME_RANK: LEADER|UPPER|MIDDLE|LOWER|LAGGARD|UNKNOWN ACCOUNT_FIT: FAVORABLE|NEUTRAL|CROWDED_GROWTH|DEFENSIVE_REBALANCE|UNKNOWN Then return only: 1. Executive summary 2. Key risks Research plan: {truncate_prompt_text(research_plan, 500)} Research signal summary: {summarize_structured_signal(research_structured)} Trader plan: {truncate_prompt_text(trader_plan, 500)} Trader signal summary: {summarize_structured_signal(trader_structured)} Past lessons: {truncate_prompt_text(past_memory_str, 400)} {decision_context} Risk debate: {truncate_prompt_text(history, 1400)}{get_language_instruction()}""" else: 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:** - Research Manager's investment plan: **{research_plan}** - Research Manager structured signal: **{summarize_structured_signal(research_structured)}** - Trader's transaction proposal: **{trader_plan}** - Trader structured signal: **{summarize_structured_signal(trader_structured)}** - Lessons from past decisions: **{past_memory_str}** {decision_context} **Required Output Structure:** 1. Start with these exact header lines: - `RATING: BUY|OVERWEIGHT|HOLD|UNDERWEIGHT|SELL` - `HOLD_SUBTYPE: DEFENSIVE_HOLD|STAGED_BUY_HOLD|STANDARD_HOLD|N/A` - `ENTRY_STYLE: IMMEDIATE|STAGED|WAIT_PULLBACK|EXISTING_ONLY|REDUCE|EXIT|UNKNOWN` - `SAME_THEME_RANK: LEADER|UPPER|MIDDLE|LOWER|LAGGARD|UNKNOWN` - `ACCOUNT_FIT: FAVORABLE|NEUTRAL|CROWDED_GROWTH|DEFENSIVE_REBALANCE|UNKNOWN` 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. Do not ask for more data and do not emit tool calls.{get_language_instruction()}""" response = llm.invoke(prompt) structured_decision = build_structured_decision( response.content, fallback_candidates=( ("trader_plan", trader_plan), ("investment_plan", research_plan), ), default_rating="HOLD", peer_context_mode=state.get("peer_context_mode", "UNSPECIFIED"), context_usage={ "portfolio_context": bool(str(portfolio_context).strip()), "peer_context": bool(str(peer_context).strip()), }, ) new_risk_debate_state = { "judge_decision": structured_decision["report_text"], "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": structured_decision["rating"], "final_trade_decision_report": structured_decision["report_text"], "final_trade_decision_structured": structured_decision, } return portfolio_manager_node