mirror of
https://github.com/simonlin1212/TradingAgents-astock.git
synced 2026-08-31 01:23:38 +00:00
Simon Lin
d55820c08d
BREAKING CHANGE: 上一提交引入的 enable_execution_levels 开关一并移除。 改为直接删除而非默认关闭：荐股软件的认定看软件是否「具备」该功能， 留一个开关在代码里、README 还写着怎么打开，那软件依然具备该功能。 删掉才是真的不具备，同时少一个开关、少两个 schema 变体、少两处分支。 - 删除 TraderProposalWithLevels / PortfolioDecisionWithTarget 两个变体 与 trader_proposal_model() / portfolio_decision_model() 选择器 - 删除 entry_price / stop_loss / position_sizing / price_target 字段 - 渲染函数不再输出对应四节，getattr 兼容层一并移除 - create_trader / create_portfolio_manager / GraphSetup 去掉开关参数 - default_config 去掉 enable_execution_levels - 提示词保持收紧（仅删字段挡不住模型写进散文字段） - 测试 TestExecutionLevelsFlag → TestNoExecutionLevels： 锁定「schema 无价位字段 / 提示词禁止 / 渲染永不输出」 需要该能力的使用者可自行 fork 添加（Apache-2.0 允许）。 测试：161 passed + 48 subtests passed。
93 lines
3.9 KiB
Python
93 lines
3.9 KiB
Python
"""Trader: turns the Research Manager's investment plan into a concrete transaction proposal."""
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from __future__ import annotations
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import functools
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from langchain_core.messages import AIMessage
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from tradingagents.agents.schemas import TraderProposal, render_trader_proposal
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from tradingagents.agents.utils.agent_utils import build_instrument_context, get_language_instruction
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from tradingagents.agents.utils.structured import (
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bind_structured,
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invoke_structured_or_freetext,
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)
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# The schema alone cannot stop the model from putting price levels into the
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# free-text reasoning field, so the prompt says it explicitly too.
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_NO_LEVELS_INSTRUCTION = (
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"Explain the reasoning behind the direction. Do NOT state entry prices, "
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"stop-loss levels, target prices or position sizes for this security."
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)
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def create_trader(llm):
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structured_llm = bind_structured(llm, TraderProposal, "Trader")
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def trader_node(state, name):
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company_name = state["company_of_interest"]
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instrument_context = build_instrument_context(company_name)
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investment_plan = state["investment_plan"]
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# Collect A-stock specific analyst reports
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policy_report = state.get("policy_report", "")
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hot_money_report = state.get("hot_money_report", "")
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lockup_report = state.get("lockup_report", "")
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# Build optional A-stock context block
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astock_context_parts = []
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if policy_report:
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astock_context_parts.append(f"Policy Analysis Report:\n{policy_report}")
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if hot_money_report:
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astock_context_parts.append(f"Hot Money / Capital Flow Report:\n{hot_money_report}")
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if lockup_report:
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astock_context_parts.append(f"Lockup Expiry / Insider Reduction Report:\n{lockup_report}")
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astock_context = "\n\n".join(astock_context_parts)
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messages = [
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{
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"role": "system",
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"content": (
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"You are a trading agent specialising in A-share (China mainland) stocks. "
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"Translate the Research Manager's investment plan into a structured "
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"transaction view. You must factor in A-stock trading constraints:\n"
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"- T+1 settlement: shares bought today cannot be sold until the next trading day\n"
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"- Daily price limits: main board ±10%, STAR/ChiNext ±20%, ST stocks ±5%\n"
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"- Minimum lot: 100 shares (main board) or 200 shares (STAR/ChiNext)\n"
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"- Trading hours: 09:30-11:30, 13:00-15:00 Beijing time\n"
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"Anchor your reasoning in the analysts' reports and the research plan. "
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f"{_NO_LEVELS_INSTRUCTION} "
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"（以上参数仅供技术研究参考，不构成投资建议）"
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),
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},
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{
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"role": "user",
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"content": (
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f"Based on a comprehensive analysis by a team of analysts (including market, "
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f"sentiment, news, fundamentals, policy, capital flow, and lockup/reduction "
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f"specialists), here is an investment plan for {company_name}.\n\n"
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f"{instrument_context}\n\n"
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f"Proposed Investment Plan:\n{investment_plan}\n\n"
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+ (f"Additional A-Stock Analyst Context:\n{astock_context}\n\n" if astock_context else "")
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+ "Leverage these insights to craft the transaction view."
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+ get_language_instruction()
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),
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},
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]
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trader_plan = invoke_structured_or_freetext(
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structured_llm,
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llm,
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messages,
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render_trader_proposal,
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"Trader",
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)
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return {
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"messages": [AIMessage(content=trader_plan)],
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"trader_investment_plan": trader_plan,
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"sender": name,
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}
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return functools.partial(trader_node, name="Trader")
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