fix: improve reasoning summary to explicitly mention trades

The reasoning summary was not accurately reflecting actual trades.
For example, 2 sell trades were summarized as 'maintain core holdings'.

Changes:
- Updated prompt to require explicit mention of trades executed
- Added emphasis on buy/sell tool calls in formatted log
- Trades now highlighted at top of log with TRADES EXECUTED section
- Prompt instructs: state specific trades (symbols, quantities, action)

Example before: 'chose to maintain core holdings'
Example after: 'sold 1 GOOGL and 1 AMZN to reduce exposure'

This ensures reasoning field accurately describes what the AI actually did.
This commit is contained in:
2025-11-05 00:41:59 -05:00
parent 1e7bdb509b
commit 6d126db03c

View File

@@ -36,15 +36,17 @@ class ReasoningSummarizer:
summary_prompt = f"""You are reviewing your own trading decisions for the day.
Summarize your trading strategy and key decisions in 2-3 sentences.
IMPORTANT: Explicitly state what trades you executed (e.g., "sold 2 GOOGL shares" or "bought 10 NVDA shares"). If you made no trades, state that clearly.
Focus on:
- What you analyzed
- Why you made the trades you did
- What specific trades you executed (buy/sell, symbols, quantities)
- Why you made those trades
- Your overall strategy for the day
Trading session log:
{log_text}
Provide a concise summary:"""
Provide a concise summary that includes the actual trades executed:"""
response = await self.model.ainvoke([
{"role": "user", "content": summary_prompt}
@@ -67,22 +69,34 @@ Provide a concise summary:"""
reasoning_log: List of message dicts
Returns:
Formatted text representation
Formatted text representation with emphasis on trades
"""
formatted_parts = []
trades_executed = []
for msg in reasoning_log:
role = msg.get("role", "")
content = msg.get("content", "")
tool_name = msg.get("name", "")
if role == "assistant":
# AI's thoughts
formatted_parts.append(f"AI: {content[:200]}")
elif role == "tool":
# Tool results
tool_name = msg.get("name", "tool")
# Highlight trade tool calls
if tool_name in ["buy", "sell"]:
trades_executed.append(f"{tool_name.upper()}: {content[:150]}")
formatted_parts.append(f"TRADE - {tool_name.upper()}: {content[:150]}")
else:
# Other tool results (search, price, etc.)
formatted_parts.append(f"{tool_name}: {content[:100]}")
# Add summary of trades at the top
if trades_executed:
trade_summary = f"TRADES EXECUTED ({len(trades_executed)}):\n" + "\n".join(trades_executed)
formatted_parts.insert(0, trade_summary)
formatted_parts.insert(1, "\n--- FULL LOG ---")
return "\n".join(formatted_parts)
def _generate_fallback_summary(self, reasoning_log: List[Dict]) -> str: