Tw trading agents

Taiwan-stock TradingAgents (multi-agent)

Applies the TradingAgents methodology (arXiv:2412.20138) — "simulate a real brokerage's division of labor + bull/bear debate + tiered risk control" — to the Taiwan market, with FinMind as the data source. Several analyst sub-agents analyze different dimensions in parallel; their reports flow through a bull/bear debate, a trader decision, and a risk-management review, after which the orchestrator (you) assembles an investment-research report containing a Buy/Sell/Hold call, a suggested position size, and a risk disclaimer.

Cross-CLI compatibility (important)

This skill uses a fan-out / fan-in pattern: each phase dispatches multiple sub-agents in parallel; each sub-agent analyzes its slice and returns its report as its final output; the orchestrator collects the reports and moves to the next phase. Sub-agents never communicate with each other directly.

• The mechanism for dispatching sub-agents is platform-specific — see references/platform-tools.md. The one-line rule:
  • Parallel when possible (Claude Code: multiple Task calls in one message; Codex: spawn_agent);
  • Sequential when not (Gemini / Copilot: the main model plays each role in turn, producing the same structured intermediate output).
• No team abstraction, no shared config file, no message bus, no manual shutdown — sub-agents "return as output."

Architecture

Orchestrator (you) — doubles as Research Manager (debate facilitator) + Fund Manager (final call)
├─ Phase 1  Analyst team (4 sub-agents)
│   ├─ Fundamentals   monthly revenue / 3 statements / valuation
│   ├─ Technical      MA / RSI / MACD / KD
│   ├─ Chips          institutional flows / margin trading
│   └─ News-sentiment news + sentiment
├─ Phase 2  Researcher debate (2 sub-agents): bull / bear
├─ Phase 3  Trader (1 sub-agent): buy / sell / hold
├─ Phase 4  Risk team (3 sub-agents): aggressive / neutral / conservative
└─ Phase 5  Fund Manager (you): synthesize → final decision + disclaimer

• Hit the API only once: the orchestrator runs snapshot once before starting, producing one shared snapshot file for all sub-agents; analysts read only their slice via slice, never calling FinMind themselves.
• Parallelism is the point: dispatch all sub-agents of a phase at once (when the platform supports it). Phases are sequential and run one after another.

Prerequisites

• FINMIND_TOKEN (600 req/hr). The script resolves it in order: --token flag → .env in the current dir → .env in the script dir → environment variable. The free tier (300 req/hr) also works but a token is recommended. .env is gitignored.
• uv available (the script declares its dependencies via PEP 723).

Script path (always call with an absolute path): ~/.claude/skills/tw-trading-agents/scripts/tw_trading_data.py

Workflow

Step 0 — Resolve the target and take a snapshot

Parse the stock id from the user's message (convert a company name to its id first, e.g. 台積電 → 2330). Then run this exactly once:

uv run ~/.claude/skills/tw-trading-agents/scripts/tw_trading_data.py snapshot -s <stock_id>

Note the Snapshot written: <path> from the output. This <path> must be passed to every sub-agent. If the output contains Warning: no price data, the id may be wrong — confirm with the user before continuing.

Step 1 — Phase 1: dispatch 4 analysts in parallel

Following the platform mechanism in references/platform-tools.md, dispatch all 4 sub-agents below at once (play them sequentially if the platform has no parallelism). Use this prompt template for each (an English prompt is more stable); replace {SECTION} and the focus per role:

You are a Taiwan-stock {ROLE} analyst.

## Data (already fetched — do NOT call any API)
Run this to read your slice of the shared snapshot:
  uv run ~/.claude/skills/tw-trading-agents/scripts/tw_trading_data.py slice --file "{SNAPSHOT_PATH}" --section {SECTION}

## Task
Analyze ONLY your dimension. Cite concrete numbers from the slice.
{ROLE_SPECIFIC_FOCUS}

## Output — return this as your final response (the orchestrator will collect it)
### {ROLE} analysis: {stock_id}
- Signal: bullish / bearish / neutral
- Key findings (each backed by a number): ...
- Risks / concerns: ...
- Score for this dimension: 1 (very bearish) ~ 5 (very bullish)

The four analysts differ as follows:

ROLE	SECTION	ROLE_SPECIFIC_FOCUS
Fundamentals	fundamental	Monthly revenue YoY momentum, gross/operating margin trends, EPS growth, debt structure, operating cash-flow quality, PER position within its historical range
Technical	technical	MA bull/bear alignment, RSI overbought/oversold, MACD and KD signals, distance to 60-day high/low, volume changes
Chips	chips	Net buy/sell direction and divergence of foreign / investment-trust / dealer over the last 20 days; margin-balance and short-balance trends as a proxy for retail sentiment
News-sentiment	news	Recent-month positive/negative news tilt, major events/themes. The slice provides a list of headlines with links; open the 3–5 most relevant links and read their full text before judging sentiment

News-sentiment note: the "do NOT call any API" line in the prompt template refers only to the FinMind data layer. The news analyst may and should use the platform's web-fetch tool (see references/platform-tools.md) to open the news links listed in the slice and read the article bodies, and may use web search to supplement recent news. The other three analysts use their slice only and fetch nothing else.

Step 2 — Phase 2: bull/bear debate

After collecting the 4 analyst reports, put the four summaries into the bull and bear prompts and dispatch both in parallel. Each may only strengthen its own side:

Below are the four analyst reports:
{ANALYST_REPORTS}

Build the strongest possible {BULLISH|BEARISH} case for {stock_id}, grounded in the
analysts' numbers. Acknowledge the opposing view's strongest point, then rebut it.

## Output — return this as your final response
### {Bullish|Bearish} case: {stock_id}
- Core arguments (3-5, each with data)
- Opponent's strongest counterpoint + my rebuttal
- Conclusion and confidence (0-100%)

You act as the Research Manager synthesizing both sides. If the two conclusions are sharply opposed (e.g. both confidences > 70%), you may optionally run one more round: feed each side the opponent's first-round case as context and ask for a targeted rebuttal (at most 1 round, to avoid an endless loop).

Step 3 — Phase 3: trader decision (dispatch 1 sub-agent)

Inputs:
- Analyst reports: {ANALYST_REPORTS}
- Bull case: {BULL}
- Bear case: {BEAR}

Weigh both sides and decide.

## Output — return this as your final response
### Trader decision: {stock_id}
- Rating: buy / hold / sell
- Confidence: 0-100%
- Core reasons (3)
- Suggested entry range / stop-loss reference

Step 4 — Phase 4: risk review (dispatch 3 perspectives in parallel)

Put the trader decision into the three risk sub-agent prompts and dispatch in parallel:

Trader decision: {TRADER_DECISION}
From a {aggressive|neutral|conservative} risk stance, critique this decision:
position-size ceiling, what could go wrong, and whether you endorse / modify / reject it.

## Output — return this as your final response
### Risk ({stance}): position-size ceiling X%, main risks, endorse or not

Step 5 — Phase 5: Fund Manager synthesis (you, no extra sub-agent)

Synthesize the three risk views and make the final call: adopt or adjust the trader's rating, decide the suggested position (usually a compromise of the three, with the conservative view as the position ceiling), and give entry/exit and stop-loss references.

Step 6 — Deliver the final report

The final report is user-facing and must be in Traditional Chinese:

# 台股投研報告：{公司} ({代碼})  — {快照日期}

## 最終決策
- 評級：買進 / 持有 / 賣出
- 信心度：XX%
- 建議部位：佔投資組合 X%（保守上限 Y%）
- 參考進場區間 / 停損位

## 分析師摘要
### 基本面 / 技術面 / 籌碼面 / 新聞情緒面（各一段，附關鍵數字）

## 多空辯論
- 看多核心 vs 看空核心 → 辯論結論

## 風控評估
- 激進 / 中性 / 保守 三方意見 → 部位上限與主要風險

## 關鍵風險與未知

> ⚠️ 免責聲明：本報告由 AI agent 依 FinMind 公開資料自動產生，僅供研究參考，
> 不構成任何投資建議或要約。資料可能有誤差或延遲，AI 分析亦可能有誤。
> 投資有風險，請自行查證並承擔後果。

Rules

• Parallelism is the point: dispatch all sub-agents of a phase at once when the platform supports it (see references/platform-tools.md); on platforms without parallelism, play each role sequentially, producing the same structured intermediate output.
• Fetch data only once: only the orchestrator runs snapshot (Step 0); sub-agents always read via slice and must not call the FinMind API themselves (avoids rate limits and data inconsistency).
• Numbers rule: require every sub-agent to cite concrete numbers from the slice, to reduce speculation.
• Return as output: sub-agents return their report as their final response; the orchestrator collects them — do not rely on any platform-specific dispatch or messaging mechanism. The exact mechanism is each platform's choice.
• Disclaimer is mandatory: always keep the risk disclaimer at the end of the final report, and never phrase anything as a guaranteed profit.
• Language: per CLAUDE.md, communicate with the user and write the final report in Traditional Chinese; sub-agent prompt templates and intermediate outputs are in English for stability.