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refactor: standardize portfolio manager, five-tier rating scale, fix analyst status tracking

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This commit is contained in:
Yijia-Xiao
2026-03-22 23:30:29 +00:00
parent 318adda0c6
commit b8b2825783
7 changed files with 40 additions and 37 deletions
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tradingagents/graph/setup.py
+9 -9
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@@ -23,7 +23,7 @@ class GraphSetup:
bear_memory,
trader_memory,
invest_judge_memory,
risk_manager_memory,
portfolio_manager_memory,
conditional_logic: ConditionalLogic,
):
"""Initialize with required components."""
@@ -34,7 +34,7 @@ class GraphSetup:
self.bear_memory = bear_memory
self.trader_memory = trader_memory
self.invest_judge_memory = invest_judge_memory
self.risk_manager_memory = risk_manager_memory
self.portfolio_manager_memory = portfolio_manager_memory
self.conditional_logic = conditional_logic
def setup_graph(
@@ -101,8 +101,8 @@ class GraphSetup:
aggressive_analyst = create_aggressive_debator(self.quick_thinking_llm)
neutral_analyst = create_neutral_debator(self.quick_thinking_llm)
conservative_analyst = create_conservative_debator(self.quick_thinking_llm)
risk_manager_node = create_risk_manager(
self.deep_thinking_llm, self.risk_manager_memory
portfolio_manager_node = create_portfolio_manager(
self.deep_thinking_llm, self.portfolio_manager_memory
)
# Create workflow
@@ -124,7 +124,7 @@ class GraphSetup:
workflow.add_node("Aggressive Analyst", aggressive_analyst)
workflow.add_node("Neutral Analyst", neutral_analyst)
workflow.add_node("Conservative Analyst", conservative_analyst)
workflow.add_node("Risk Judge", risk_manager_node)
workflow.add_node("Portfolio Manager", portfolio_manager_node)
# Define edges
# Start with the first analyst
@@ -176,7 +176,7 @@ class GraphSetup:
self.conditional_logic.should_continue_risk_analysis,
{
"Conservative Analyst": "Conservative Analyst",
"Risk Judge": "Risk Judge",
"Portfolio Manager": "Portfolio Manager",
},
)
workflow.add_conditional_edges(
@@ -184,7 +184,7 @@ class GraphSetup:
self.conditional_logic.should_continue_risk_analysis,
{
"Neutral Analyst": "Neutral Analyst",
"Risk Judge": "Risk Judge",
"Portfolio Manager": "Portfolio Manager",
},
)
workflow.add_conditional_edges(
@@ -192,11 +192,11 @@ class GraphSetup:
self.conditional_logic.should_continue_risk_analysis,
{
"Aggressive Analyst": "Aggressive Analyst",
"Risk Judge": "Risk Judge",
"Portfolio Manager": "Portfolio Manager",
},
)
workflow.add_edge("Risk Judge", END)
workflow.add_edge("Portfolio Manager", END)
# Compile and return
return workflow.compile()