WEBVTT 00:00.080 --> 00:06.360 Okay, it's time for a great function called a method called trade. 00:06.880 --> 00:07.960 This is this is the one. 00:07.960 --> 00:09.760 This is where the meat happens. 00:09.960 --> 00:12.040 And it's the same again as the one in the lab. 00:12.040 --> 00:14.160 We get the account, we get the strategy. 00:14.360 --> 00:18.560 And we say based on your investment strategy, you should now look for new opportunities. 00:18.560 --> 00:22.560 Use the research tool to find news and opportunities consistent with your strategy. 00:22.760 --> 00:25.640 Use the tools to research stock prices and other company information. 00:25.640 --> 00:27.120 Finally, make your decision. 00:27.400 --> 00:29.800 You don't need to rebalance your portfolio. 00:29.840 --> 00:31.560 You'll be asked to do so later. 00:31.600 --> 00:33.560 It's a little thing that I'm going to add in here. 00:33.600 --> 00:34.920 We didn't do it in the lab. 00:35.320 --> 00:38.600 Just make your trades on your strategy as needed. 00:38.840 --> 00:42.960 I'm not I'm not going to say a reminder of that mistake because we don't say it before your investment 00:42.960 --> 00:43.520 strategy. 00:43.560 --> 00:45.400 And then we lay out the investment strategy. 00:45.440 --> 00:48.120 Here is your account and we give it its account. 00:48.640 --> 00:50.520 Here is the current date. 00:50.520 --> 00:51.280 We tell it. 00:51.520 --> 00:54.200 And now carry out your analysis. 00:54.240 --> 01:01.120 Make your decision and, and uh, and add uh trade as necessary. 01:01.320 --> 01:05.890 After you've made your trades respond with a brief 2 to 3 sentence appraisal of your portfolio and its 01:05.890 --> 01:08.570 outlook, and we'll store that in self trading. 01:09.170 --> 01:12.370 Uh, so that's that's going to be convenient for us to look at later. 01:13.010 --> 01:14.370 Uh, okay. 01:15.010 --> 01:18.090 Now it seems like we should also be mentioning the fact that it has. 01:18.130 --> 01:23.410 Yes, we've got the, uh, we've got this mention about your entity tools as persistent memory. 01:23.650 --> 01:28.930 Um, let me make that point again here so that it knows, um. 01:31.250 --> 01:32.410 That it can do that. 01:32.690 --> 01:35.130 Use the entity tools. 01:37.570 --> 01:40.170 To store and recall information. 01:40.170 --> 01:42.050 I will take what cursor suggests. 01:42.050 --> 01:42.850 Perfect. 01:43.010 --> 01:44.530 That seems nice thing to add. 01:44.930 --> 01:45.690 All right. 01:45.930 --> 01:50.490 And then we've got something very similar called rebalance which is the same kind of thing. 01:50.490 --> 01:55.610 But it's saying think about your current portfolio, your current holdings and decide whether to change 01:55.610 --> 01:55.970 them. 01:56.210 --> 02:02.410 So this is an example of the same agent getting two different prompts, which is another sort of degree 02:02.410 --> 02:03.130 of freedom. 02:03.130 --> 02:07.810 You've got the idea of how many different agents, how do you carve up your problem into different autonomous 02:07.810 --> 02:10.380 agents and then within a given agent. 02:10.420 --> 02:12.340 How many different prompts do I use? 02:12.540 --> 02:18.100 And this should be familiar to you because in crew this is what they how they reorganize. 02:18.100 --> 02:21.700 They organize things around both your agents and your tasks. 02:21.820 --> 02:27.860 So task was a kind of first class object in crew land in OpenAI agents SDK. 02:27.900 --> 02:29.300 It doesn't particularly have that. 02:29.300 --> 02:34.980 It just has different different different runners run different different different things you might 02:34.980 --> 02:35.420 do. 02:35.660 --> 02:40.900 And the way we're doing it is we've just got two different functions trade and rebalance, two different 02:40.900 --> 02:41.340 steps. 02:41.340 --> 02:43.100 And we're calling it like this. 02:43.220 --> 02:47.180 So it's a good example of how crew is a bit more opinionated. 02:47.300 --> 02:51.940 Crew gives us this construct of a task separate to an agent. 02:51.940 --> 02:55.540 Whereas OpenAI a little bit a little bit more flexible. 02:55.580 --> 02:56.540 There's just the agent. 02:56.540 --> 03:01.180 And then it's up to you if you want to call it multiple times or how you want to organize yourself around 03:01.180 --> 03:01.500 it. 03:01.580 --> 03:04.860 So these are like two different tasks for the same agent. 03:04.860 --> 03:11.460 And it's an interesting agentic design, uh, question that you have to wrestle through about. 03:11.460 --> 03:15.510 To what extent do you divide up your, your bigger problem into different agents. 03:15.510 --> 03:18.350 And then to what extent do you do that into different tasks? 03:18.350 --> 03:22.190 And if you're going to ask me, how do you go about making that decision, you know what the answer 03:22.190 --> 03:22.590 is? 03:22.590 --> 03:28.310 You experiment, you try out some different, different approaches and you see which one performs best. 03:28.670 --> 03:29.190 Okay. 03:29.470 --> 03:33.150 So we've got the rebalance is very similar to the trade. 03:33.150 --> 03:40.670 And it makes just just the instruction that it should look to rebalance based on your strategy with 03:40.750 --> 03:42.590 your investment strategy listed out. 03:42.590 --> 03:44.310 And we'll take out the words reminder. 03:44.590 --> 03:45.710 Just make it consistent. 03:45.710 --> 03:46.430 There we go. 03:46.630 --> 03:53.430 So those are our two big tasks that we're assigning for this agent okay. 03:53.470 --> 03:59.870 And now we have the run method I just before we look at that I should just just quickly talk through 03:59.870 --> 04:01.630 a bit more this runner run here. 04:01.630 --> 04:03.310 Because I think I went through this too quickly. 04:03.510 --> 04:05.870 Both trade and rebalance. 04:05.870 --> 04:08.430 Both have this, uh, with runner run. 04:08.430 --> 04:13.150 And I just noticed there that we're missing the trace here, so we should we should absolutely have 04:13.150 --> 04:16.070 that in there with trace self dot name. 04:16.750 --> 04:18.600 Let's make this a little bit better. 04:18.600 --> 04:22.640 So it will trace and we'll say self dot name. 04:29.640 --> 04:30.400 Trading. 04:33.200 --> 04:41.880 And then down below we'll have this as rebalancing so that it's it's very clear what's going on. 04:42.280 --> 04:44.400 Uh here we go with trace. 04:45.480 --> 04:48.160 Cursor is interfering a bit I'm not sure what's happening there. 04:48.160 --> 04:48.640 There we go. 04:48.680 --> 04:50.440 Self dot trade rebalancing. 04:50.600 --> 04:53.680 So this way we will see it traced separately. 04:53.680 --> 04:58.840 And it's important to take time over your traces because this is really the the only insight you get 04:58.840 --> 05:00.000 into what's going on. 05:00.000 --> 05:04.280 And uh, you need to make sure that you can clearly distinguish different activities. 05:04.280 --> 05:10.040 So now our different our different tasks basically to use cruise language are being traced with different, 05:10.280 --> 05:11.520 uh, different names. 05:11.840 --> 05:14.200 And then we're calling Runner run. 05:14.880 --> 05:19.400 Uh, we're passing in the agent, our underlying agent, the message that we just wrote. 05:19.600 --> 05:20.600 And we've got this. 05:20.600 --> 05:22.250 Max Turns. 05:22.250 --> 05:28.690 This is where we specify don't go over 30 different LM calls to get to the outcome. 05:28.730 --> 05:31.130 And last time it was it was in the teens. 05:31.130 --> 05:32.650 So we should we should we should be safe. 05:32.650 --> 05:37.410 We have some headroom in there if it goes on for a long time, but hopefully it will stop it from going 05:37.410 --> 05:38.370 off the rails. 05:39.010 --> 05:40.090 Um, okay. 05:40.610 --> 05:49.130 And so with that, the run the async run coroutine for this class, which says if we're in a do trade 05:49.130 --> 05:52.690 mode, then let's call my trade method. 05:53.170 --> 05:59.450 Otherwise call rebalance and then reverse flip do trades or do trade is a boolean that will be toggled 05:59.490 --> 06:00.770 true false true false. 06:00.770 --> 06:04.490 And depending on which one it is we will either trade or we will rebalance. 06:04.730 --> 06:08.450 And then we will switch and return the result. 06:09.570 --> 06:11.530 So that really is it. 06:11.530 --> 06:16.530 There is at the bottom here a cleanup, which is the thing that goes through and cleans up. 06:16.530 --> 06:20.610 And that is what would have been called automatically if we were using with. 06:21.490 --> 06:22.850 So there is our module. 06:22.890 --> 06:24.130 I hope you like it. 06:24.330 --> 06:26.290 Now let's give it a whirl. 06:26.290 --> 06:27.170 Let's run it.