FinAgent Orchestration Documentation

Introduction

• Overview
  • Design Philosophy
• Motivation
• Prompt Design
  • Pipeline Overview
  • Design Principles
  • 1. Data Agent Prompt
  • 2. Alpha Agent Prompt
  • 3. Risk Agent Prompt
  • 4. Portfolio Agent Prompt
  • 5. Backtest Agent Prompt
  • 6. BTC Agent Prompt (Cryptocurrency)
  • 7. Portfolio ↔ Execution Agent Interface
  • Prompt Flow Summary
  • Methodology Statement (For Paper)
  • Reproducibility

Workflow & Execution

• Training and Testing Workflow
  • Phase 1: Training (Backtest with Prompt Optimization)
  • Phase 2: Testing (Out-of-Sample Inference)
  • Data Leakage Prevention & Safety Protocols
• Execution and Trading
  • Backtesting (Simulated Execution)
  • Paper Trading (Live Execution)
• Orchestration
  • Architecture
  • Pipeline Architecture and Scheduling
  • Implementation Details
  • Optimization Loop
• Tutorials & Instructions
  • Prerequisites
  • Phase 1: Training with Prompt Optimization
  • Phase 2: Out-of-Sample Inference (World Model)
  • Agent Integration Demos

Agent Pools

• Data Agent Pool
  • Overview
  • Design Objectives
  • Agent Specialization
  • Architecture and Protocol
  • Design Principles
• Alpha Agent Pool
  • Overview
  • Design Objectives
  • Agent Specialization
  • Theoretical Framework
  • Mathematical Formulation
  • Agent Coordination Protocols
  • Architecture and Protocol
  • Design Principles
  • Implementation Architecture
  • Research Integration and Innovation
  • Future Development Roadmap
  • Validation and Quality Assurance
  • Production Deployment Standards
  • Interface Specification
  • Backtesting Workflow
  • Detailed API Specification
• Risk Agent
  • Overview
  • Architecture
  • Tools and Capabilities
  • Logic and Scoring
  • Usage
• Portfolio Agent
  • Overview
  • Construction Logic
  • Tools
  • Integration with Orchestrator
• Memory Agent
  • Overview
  • System Architecture
  • Interface Design
  • Database Schema
  • Installation and Setup
  • Testing Framework
  • Performance Metrics
  • Monitoring and Logging
  • Troubleshooting Guide
  • Advanced Configuration
  • API Reference
  • Contributing
  • License and Support
• Transaction Cost Agent Pool
  • Executive Summary
  • System Architecture
  • Theoretical Foundation
  • Agent Specialization and Functionality
  • Agent Coordination and Communication Protocol
  • Memory and Learning Infrastructure
  • Performance Evaluation and Validation
  • Production Deployment Considerations
  • Future Research Directions
  • Conclusion