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"] stop_loss = state.get("stop_loss") take_profit = state.get("take_profit") 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" user_position = state.get("user_position", "none") cost_per_trade = state.get("cost_per_trade", 0.0) 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 recommendation will depend on the user's current position on the ticker and the trading cost per operation. - The user has a current position of '{user_position}' and the cost per trade is {cost_per_trade}. - If the user has an open long position, your recommendation can be to maintain the long position, close the long position, or close the long position and open a short position. - If the user has an open short position, your recommendation can be to maintain the short position, close the short position, or close the short position and open a long position. - If the user has no open position, your recommendation can be to do nothing, open a long position, or open a short position. Your decision must result in a clear recommendation. Choose a neutral stance only if strongly justified by specific arguments, not as a fallback when all sides seem valid. Strive for clarity and decisiveness. Take into account that any transaction will incur a cost of {cost_per_trade}, so the potential profit of a transaction must be greater than this cost. 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. **Incorporate Technical Analysis**: The Trade Planner has proposed a stop-loss of **{stop_loss}** and a take-profit of **{take_profit}**. You must consider these levels in your final recommendation. 5. **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 decision that loses money. Deliverables: - A clear and actionable recommendation. - 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) final_decision_content = response.content 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": final_decision_content, } return risk_manager_node