Add execution plan for sell decisions: amount, risk management, take-profit; include execution step in TradingGraph workflow

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

app/agents/trader.ts

@@ -37,16 +37,21 @@ ${signalSummaries}
 Debate Rounds:
 ${debateSummaries}
 
-Based on all the information above, make a trading decision. Respond with:
+Based on all the information above, make a trading decision. Respond with JSON containing these fields:
 - action: "buy", "sell", or "hold"
 - confidence: a number between 0 and 1
 - reasoning: brief explanation
 
+If the action is "sell", also include an "executionPlan" object with:
+- amount: number (shares to sell)
+- riskManagement: object (e.g., { maxLossPercent: 2 })
+- takeProfit: number (target take-profit price)
+
 Format your response as JSON with these fields.`;
 
     const response = await this.client.createChatCompletion(
       [
-        { role: "system", content: "You are a trading agent that makes buy/sell/hold decisions based on all available signals." },
+        { role: "system", content: "You are a trading agent that makes buy/sell/hold decisions and provides execution guidance when selling." },
         { role: "user", content: prompt },
       ],
       this.model
@@ -57,6 +62,7 @@ Format your response as JSON with these fields.`;
     let action: 'buy' | 'sell' | 'hold' = 'hold';
     let confidence = 0.5;
     let reasoning = content;
+    let executionPlan: any | undefined;
 
     const actionMatch = content.match(/"action"\s*:\s*"(buy|sell|hold)"/);
     if (actionMatch) {
@@ -73,12 +79,35 @@ Format your response as JSON with these fields.`;
       reasoning = reasoningMatch[1];
     }
 
-    return {
+    // Try to parse executionPlan if provided in JSON
+    const execMatch = content.match(/"executionPlan"\s*:\s*(\{[\s\S]*\})/);
+    if (execMatch) {
+      try {
+        executionPlan = JSON.parse(execMatch[1]);
+      } catch (err) {
+        // fallback: try to extract primitive fields
+        const amountMatch = content.match(/"amount"\s*:\s*([0-9.]+)/);
+        const takeProfitMatch = content.match(/"takeProfit"\s*:\s*([0-9.]+)/);
+        const riskMatch = content.match(/"riskManagement"\s*:\s*"([^"]+)"/);
+        executionPlan = {};
+        if (amountMatch) executionPlan.amount = parseFloat(amountMatch[1]);
+        if (takeProfitMatch) executionPlan.takeProfit = parseFloat(takeProfitMatch[1]);
+        if (riskMatch) executionPlan.riskManagement = { note: riskMatch[1] };
+      }
+    }
+
+    const decision: TradingDecision = {
       action,
       confidence,
       reasoning,
       agentSignals: allSignals,
       debateRounds: debates,
     };
+
+    if (action === 'sell' && executionPlan) {
+      decision.executionPlan = executionPlan;
+    }
+
+    return decision;
   }
 }

app/agents/tradingGraph.ts

@@ -4,11 +4,11 @@ import { TechnicalAnalyst } from "./technical";
 import { SentimentAnalyst } from "./sentiment";
 import { BullishResearcher, BearishResearcher } from "./researchers";
 import { Trader } from "./trader";
-import type { AnalystReport, DebateRound, TradingDecision, AgentSignal } from "../types/agents";
+import type { AnalystReport, DebateRound, TradingDecision, AgentSignal, ExecutionPlan } from "../types/agents";
 
 export interface GraphStep {
-  step: "analysts" | "debate" | "trader";
-  data: AnalystReport[] | DebateRound[] | TradingDecision;
+  step: "analysts" | "debate" | "trader" | "execution";
+  data: AnalystReport[] | DebateRound[] | TradingDecision | ExecutionPlan;
 }
 
 export class TradingGraph {
@@ -50,6 +50,21 @@ export class TradingGraph {
     console.log(`[TradingGraph] Analysis complete for ${ticker}`);
     console.log(`[TradingGraph] Decision: ${decision.action} (confidence: ${decision.confidence})`);
     
+    // Build workflow steps for observability. Include an execution step when selling.
+    const steps: GraphStep[] = [
+      { step: "analysts", data: reports },
+      { step: "debate", data: debates },
+      { step: "trader", data: decision },
+    ];
+
+    if (decision.action === 'sell' && decision.executionPlan) {
+      steps.push({ step: "execution", data: decision.executionPlan });
+      console.log(`[TradingGraph] Execution plan: ${JSON.stringify(decision.executionPlan)}`);
+    }
+
+    // Log steps for debugging; external systems can be extended to consume GraphStep sequence.
+    console.log(`[TradingGraph] Workflow steps: ${JSON.stringify(steps)}`);
+
     return decision;
   }
 

app/types/agents.ts

@@ -20,6 +20,16 @@ export interface DebateRound {
   researcher: 'bullish' | 'bearish'
 }
 
+export interface ExecutionPlan {
+  amount: number // number of shares to trade
+  riskManagement: {
+    maxLossPercent?: number
+    method?: string
+  }
+  takeProfit?: number // target price for take-profit
+  note?: string
+}
+
 export interface TradingDecision {
   action: 'buy' | 'sell' | 'hold'
   confidence: number
@@ -28,6 +38,7 @@ export interface TradingDecision {
   reasoning: string
   agentSignals: AgentSignal[]
   debateRounds: DebateRound[]
+  executionPlan?: ExecutionPlan
 }
 
 export interface AgentConfig {