18 lines
1.3 KiB
Markdown
18 lines
1.3 KiB
Markdown
# List of items to do
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- Replace the embedding model with voyage-finance-2 model as it is more geared towards financial data.
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- Add a method to include new files and articles and resources to the knowledge base and run the loop of analysis again.
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- Update the trading prompts to be more specific and to the point.
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- Research on the new roles of agents to involve and what they will be doing.
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- Identify places where the human-in-the-loop can be used to improve the system.
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- Peer comparison
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- Portfolio management with the Risk management agent
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Questions for financial folks:
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1. Identify new roles for agents that are missing in the company structure that can help add insights into the decision making process.
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2. Identify the steps in the process where you would want to give manual input and opinions to help guide a discussion between agents.
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3. Review the prompts for the different agents and identify tasks to add for the agents or improvements.
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4. List of website that you find helpful and use on a daily basis and maybe some specific tools you use on the website,
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5. What are some of the decisions that you need help with on a daily basis for which the AI can provide insights and corresponding proof.
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6. Summary of all the possible sources you interact with while evaluating a stock. |