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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.
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@@ -36,15 +36,17 @@ class ReasoningSummarizer:
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summary_prompt = f"""You are reviewing your own trading decisions for the day.
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Summarize your trading strategy and key decisions in 2-3 sentences.
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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.
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Focus on:
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- What you analyzed
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- Why you made the trades you did
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- What specific trades you executed (buy/sell, symbols, quantities)
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- Why you made those trades
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- Your overall strategy for the day
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Trading session log:
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{log_text}
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Provide a concise summary:"""
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Provide a concise summary that includes the actual trades executed:"""
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response = await self.model.ainvoke([
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{"role": "user", "content": summary_prompt}
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@@ -67,21 +69,33 @@ Provide a concise summary:"""
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reasoning_log: List of message dicts
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Returns:
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Formatted text representation
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Formatted text representation with emphasis on trades
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"""
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formatted_parts = []
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trades_executed = []
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for msg in reasoning_log:
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role = msg.get("role", "")
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content = msg.get("content", "")
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tool_name = msg.get("name", "")
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if role == "assistant":
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# AI's thoughts
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formatted_parts.append(f"AI: {content[:200]}")
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elif role == "tool":
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# Tool results
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tool_name = msg.get("name", "tool")
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formatted_parts.append(f"{tool_name}: {content[:100]}")
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# Highlight trade tool calls
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if tool_name in ["buy", "sell"]:
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trades_executed.append(f"{tool_name.upper()}: {content[:150]}")
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formatted_parts.append(f"TRADE - {tool_name.upper()}: {content[:150]}")
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else:
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# Other tool results (search, price, etc.)
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formatted_parts.append(f"{tool_name}: {content[:100]}")
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# Add summary of trades at the top
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if trades_executed:
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trade_summary = f"TRADES EXECUTED ({len(trades_executed)}):\n" + "\n".join(trades_executed)
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formatted_parts.insert(0, trade_summary)
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formatted_parts.insert(1, "\n--- FULL LOG ---")
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return "\n".join(formatted_parts)
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