import time import json from langchain_core.messages import SystemMessage, HumanMessage from tradingagents.log_utils import add_log, step_timer, symbol_progress 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["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_memory_str = "" if memory is not None: past_memories = memory.get_memories(curr_situation, n_matches=2) for i, rec in enumerate(past_memories, 1): past_memory_str += rec["recommendation"] + "\n\n" system_prompt = """You are a Risk Manager at a financial advisory firm making the final investment decision. You MUST stay in character as a financial professional at all times. CRITICAL RULES: - NEVER mention that you are an AI, Claude, a language model, or an assistant - NEVER offer to help with code, software, or implementation tasks - NEVER say "I don't have access to" or "I can't see the data" — analyze whatever data is provided below - If data sections are empty, state that data is unavailable and make a decision based on available information Your task: Evaluate the risk debate between Aggressive, Neutral, and Conservative analysts. Your response must include: 1. FINAL DECISION: BUY, SELL, or HOLD 2. HOLD_DAYS: Number of trading days to hold the position before exiting (for BUY/HOLD only, write N/A for SELL) 3. CONFIDENCE: HIGH, MEDIUM, or LOW (how confident you are in this decision) 4. RISK_LEVEL: HIGH, MEDIUM, or LOW (overall risk level of this investment) 5. RISK ASSESSMENT: Summary of key risks identified 6. RATIONALE: Why this decision balances risk and reward appropriately RESPONSE FORMAT: - Maximum 1500 characters. Lead with your decision, then key rationale. - Complete your ENTIRE response in a SINGLE message. Respond only with your analysis and decision. No disclaimers or meta-commentary.""" user_prompt = f"""Make the final risk-adjusted investment decision: COMPANY: {company_name} ORIGINAL TRADER PLAN: {trader_plan} RISK ANALYSTS DEBATE: {history} PAST LEARNINGS: {past_memory_str if past_memory_str else "None"} Based on the risk analysis above, what is your final investment decision?""" messages = [ SystemMessage(content=system_prompt), HumanMessage(content=user_prompt) ] step_timer.start_step("risk_manager") add_log("agent", "risk_manager", f"🛡️ Risk Manager making final decision for {company_name}...") t0 = time.time() response = llm.invoke(messages) elapsed = time.time() - t0 add_log("llm", "risk_manager", f"LLM responded in {elapsed:.1f}s ({len(response.content)} chars)") add_log("agent", "risk_manager", f"✅ Final decision: {response.content[:300]}...") step_timer.end_step("risk_manager", "completed", response.content[:200]) symbol_progress.step_done(company_name, "risk_manager") step_timer.set_details("risk_manager", { "system_prompt": system_prompt, "user_prompt": user_prompt[:3000], "response": response.content[:3000], "tool_calls": [], }) 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