Multi-Agent Collaboration Notebook #1859
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…revised analysis and insights on GOOGL's performance and market conditions. Adjust code interpreter instructions in tools.py for clarity and efficiency. Delete outdated output files related to previous analyses.
…undant trace information and updating image paths for output consistency. Revise investment report to include formatted monetary values for clarity and enhance overall presentation of GOOGL's market analysis.
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Pull Request Overview
This PR adds a complete multi-agent portfolio collaboration example, including sample outputs, prompt templates, and agent definitions for orchestrating quantitative, fundamental, and macro analyses as well as memo editing.
- Introduced a static example investment report to demonstrate end‐to‐end output.
- Added prompt templates (
tool_retry_prompt.md,quant_base.md,macro_base.md,fundamental_base.md,pm_base.md,editor_base.md,code_interpreter.md) to guide each specialist agent. - Implemented agent builder code (
investment_agents/*.py,config.py) and updated author metadata.
Reviewed Changes
Copilot reviewed 37 out of 41 changed files in this pull request and generated 4 comments.
Show a summary per file
| File | Description |
|---|---|
| examples/agents_sdk/.../static/example_output/investment_report.md | Added sample investment memo output |
| examples/agents_sdk/.../prompts/tool_retry_prompt.md | New retry‐logic instructions for tool calls |
| examples/agents_sdk/.../prompts/quant_base.md | Quantitative analyst prompt template |
| examples/agents_sdk/.../prompts/macro_base.md | Macro strategist prompt template |
| examples/agents_sdk/.../prompts/fundamental_base.md | Fundamental analyst prompt template |
| examples/agents_sdk/.../prompts/pm_base.md | Portfolio manager system prompt |
| examples/agents_sdk/.../prompts/editor_base.md | Memo editor agent prompt |
| examples/agents_sdk/.../prompts/code_interpreter.md | Code interpreter best‐practices prompt |
| examples/agents_sdk/.../investment_agents/quant.py | Quant agent builder |
| examples/agents_sdk/.../investment_agents/fundamental.py | Fundamental agent builder |
| examples/agents_sdk/.../investment_agents/macro.py | Macro agent builder |
| examples/agents_sdk/.../investment_agents/pm.py | Head PM agent builder |
| examples/agents_sdk/.../investment_agents/editor.py | Memo editor builder |
| examples/agents_sdk/.../investment_agents/config.py | Bundles all agents and contains an unused helper function |
| authors.yaml | Contains unresolved merge conflict markers |
Files not reviewed (4)
- examples/agents_sdk/multi-agent-portfolio-collaboration/.gitignore: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/requirements.txt: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_analyst_recommendations_summary.csv: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_quarterly_summary.csv: Language not supported
examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/tool_retry_prompt.md
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Co-authored-by: Copilot <[email protected]>
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Pull Request Overview
This PR adds a complete multi-agent collaboration notebook with several new prompt files and agent implementations for quantitative, fundamental, macro, portfolio manager, and memo editor agents. The changes establish instructions for tool retry logic and integrate updated author metadata.
- New investment memo output and supporting prompt files have been added.
- All agent implementations (quant, macro, fundamental, PM, and editor) have been newly introduced.
- The authors metadata has been updated, but unresolved merge conflict markers are present.
Reviewed Changes
Copilot reviewed 37 out of 41 changed files in this pull request and generated 1 comment.
Show a summary per file
| File | Description |
|---|---|
| examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/investment_report.md | Adds a sample investment report markdown output. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/tool_retry_prompt.md | Introduces tool call retry instructions. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/quant_base.md | Provides detailed prompt for quantitative analysis. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/pm_base.md | Adds prompt specifications for the portfolio manager agent. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/macro_base.md | Delivers prompt instructions for macro analysis. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/fundamental_base.md | Sets up fundamental analysis prompt guidelines. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/editor_base.md | Defines the memo editor agent prompt. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/code_interpreter.md | Outlines best practices for the code interpreter. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/quant.py | Implements the quantitative analysis agent. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/pm.py | Implements the portfolio manager agent. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/macro.py | Implements the macro analysis agent. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/fundamental.py | Implements the fundamental analysis agent. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/editor.py | Implements the memo editor agent and its tool. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/config.py | Configures and bundles all investment agents together. |
| authors.yaml | Updates author metadata but contains unresolved merge conflict markers. |
Files not reviewed (4)
- examples/agents_sdk/multi-agent-portfolio-collaboration/.gitignore: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/requirements.txt: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_analyst_recommendations_summary.csv: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_quarterly_summary.csv: Language not supported
Co-authored-by: Copilot <[email protected]>
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Pull Request Overview
This PR implements a multi-agent portfolio collaboration demo with OpenAI’s Agents SDK. It adds example outputs, comprehensive system prompts, agent builder code, and updates author metadata.
- Introduces an example investment report (
investment_report.md) showcasing the multi-agent workflow. - Adds detailed prompts for retry logic, quantitative, fundamental, macro, PM orchestration, memo editing, and code interpreter.
- Implements agent constructors and configuration scripts under
investment_agents/and updatesauthors.yaml.
Reviewed Changes
Copilot reviewed 37 out of 41 changed files in this pull request and generated 3 comments.
Show a summary per file
| File | Description |
|---|---|
| examples/agents_sdk/.../static/example_output/investment_report.md | Added sample investment memo output |
| examples/agents_sdk/.../prompts/tool_retry_prompt.md | Added instructions for retrying failed tool calls |
| examples/agents_sdk/.../prompts/quant_base.md | Added Quantitative Analyst prompt |
| examples/agents_sdk/.../prompts/fundamental_base.md | Added Fundamental Analyst prompt |
| examples/agents_sdk/.../prompts/macro_base.md | Added Macro Strategist prompt |
| examples/agents_sdk/.../prompts/pm_base.md | Added Portfolio Manager system prompt |
| examples/agents_sdk/.../prompts/editor_base.md | Added Memo Editor prompt |
| examples/agents_sdk/.../prompts/code_interpreter.md | Added Code Interpreter best‐practices prompt |
| examples/agents_sdk/.../investment_agents/quant.py | Added Quantitative Analysis Agent builder |
| examples/agents_sdk/.../investment_agents/fundamental.py | Added Fundamental Analysis Agent builder |
| examples/agents_sdk/.../investment_agents/macro.py | Added Macro Analysis Agent builder |
| examples/agents_sdk/.../investment_agents/pm.py | Added Head PM Agent builder with parallel orchestration |
| examples/agents_sdk/.../investment_agents/editor.py | Added Memo Editor Agent builder |
| examples/agents_sdk/.../investment_agents/config.py | Configures and bundles all agents |
| examples/agents_sdk/.../investment_agents/init.py | Marks agents directory as a package |
| authors.yaml | Added two new author entries |
Files not reviewed (4)
- examples/agents_sdk/multi-agent-portfolio-collaboration/.gitignore: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/requirements.txt: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_analyst_recommendations_summary.csv: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_quarterly_summary.csv: Language not supported
examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/fundamental.py
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| quant=quant, | ||
| ) | ||
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| # The function `run_all_specialists_parallel` has been removed as its functionality is duplicated in `pm.py`. |
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This comment is outdated: run_all_specialists_parallel is still defined in pm.py. Please update or remove the remark to avoid confusion.
Suggested change
| # The function `run_all_specialists_parallel` has been removed as its functionality is duplicated in `pm.py`. | |
| # The function `run_all_specialists_parallel` is still defined in `pm.py`. Ensure its usage aligns with the intended functionality to avoid duplication. |
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examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/quant_base.md
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…cution counts and outputs from code cells for cleaner presentation. Update investment analysis questions to focus on current market dynamics. Enhance Yahoo Finance server functionality by adding JSON file saving capabilities for stock info, news, and option expiration dates, including schema and preview in responses.
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Pull Request Overview
This PR introduces a complete multi-agent portfolio collaboration example using the OpenAI Agents SDK, including example outputs, prompt templates, and agent implementations.
- Adds a sample investment report (Markdown) showcasing the end-to-end output
- Provides prompt definitions for quant, fundamental, macro, PM, and editor agents
- Implements Python code to build and wire up all specialist and orchestration agents
- Updates
authors.yamlto include new contributors
Reviewed Changes
Copilot reviewed 37 out of 41 changed files in this pull request and generated 3 comments.
Show a summary per file
| File | Description |
|---|---|
| examples/agents_sdk/.../static/example_output/investment_report.md | Sample investment memo output |
| examples/agents_sdk/.../prompts/*.md | New prompt templates for each agent role |
| examples/agents_sdk/.../investment_agents/quant.py, fundamental.py, macro.py, pm.py, editor.py | Agent builder code for each specialist and PM |
| examples/agents_sdk/.../investment_agents/config.py | Bundles and orchestrates all investment agents |
| authors.yaml | Added new author entries |
Files not reviewed (4)
- examples/agents_sdk/multi-agent-portfolio-collaboration/.gitignore: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/requirements.txt: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_analyst_recommendations_summary.csv: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_quarterly_summary.csv: Language not supported
Comments suppressed due to low confidence (3)
examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/pm.py:43
- [nitpick] The parameter name
inputshadows the built-ininputfunction. Rename it (e.g.,request_input) to avoid confusion.
async def agent_tool(input: SpecialistRequestInput):
examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/pm.py:15
- [nitpick] The parameter
inputshadows the built-in. Consider renaming torequest_inputor similar for clarity.
async def specialist_analysis_func(agent, input: SpecialistRequestInput):
examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/editor.py:32
- [nitpick] The parameter
inputshadows the built-in. Rename it (for example tomemo_input) to avoid built-in conflicts.
async def memo_edit_tool(ctx: RunContextWrapper, input: MemoEditorInput) -> str:
examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/pm.py
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examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/config.py
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…ent_agents config and fix typo in quant_base prompt documentation.
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Pull Request Overview
A multi-agent portfolio collaboration system is added, showcasing how OpenAI Agents SDK can orchestrate quantitative, fundamental, and macro analyses into a unified investment memo.
- Introduces a sample investment report for Alphabet Inc. demonstrating the end-to-end output
- Defines new prompts guiding retry logic, quant, macro, fundamental, PM orchestration, and memo editing workflows
- Implements agent builder modules for quant, macro, fundamental, PM, editor, and a config entrypoint bundling them
Reviewed Changes
Copilot reviewed 37 out of 41 changed files in this pull request and generated no comments.
Show a summary per file
| File | Description |
|---|---|
| examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/investment_report.md | Adds sample Markdown investment memo output |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/tool_retry_prompt.md | Retry logic instructions for failed tool calls |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/quant_base.md | Quantitative analyst system prompt and tool guidelines |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/pm_base.md | Portfolio manager orchestration system prompt |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/macro_base.md | Macro strategist system prompt |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/fundamental_base.md | Fundamental analyst system prompt |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/editor_base.md | Memo editor synthesis prompt |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/code_interpreter.md | Code interpreter best-practices prompt |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/quant.py | Builds the Quantitative Analysis Agent |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/pm.py | Builds the Head PM Agent and orchestration tools |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/macro.py | Builds the Macro Analysis Agent |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/fundamental.py | Builds the Fundamental Analysis Agent |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/editor.py | Builds the Memo Editor Agent and tool |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/config.py | Entrypoint bundling all agents into a single structure |
| authors.yaml | Adds new author entries |
Files not reviewed (4)
- examples/agents_sdk/multi-agent-portfolio-collaboration/.gitignore: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/requirements.txt: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_analyst_recommendations_summary.csv: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_quarterly_summary.csv: Language not supported
Comments suppressed due to low confidence (2)
examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/fundamental.py:25
- The Fundamental Analysis Agent is configured with only the WebSearch tool but lacks the Yahoo Finance data tools required to fetch financial metrics. Include the Yahoo Finance MCP server tool in the
toolslist (e.g., add the MCP server client or relevant Yahoo Finance tool) so the agent can retrieve balance sheets, income statements, and other quantitative data.
tools=[WebSearchTool(search_context_size=default_search_context)],
examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/config.py:10
- The
InvestmentAgentsBundlecurrently exposes onlyhead_pm,fundamental,macro, andquantagents, but omits theeditoragent andmemo_edit_tooleven though they are initialized. Consider adding fields for the editor components to the bundle so downstream code can access and test the memo editor directly.
class InvestmentAgentsBundle:
…and `read_csv_preview` into a new `read_file` function that supports multiple file types. Update relevant prompts and agent configurations to utilize the new function. Enhance notebook output to include execution tracing information for better debugging and analysis context.
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Pull Request Overview
This PR introduces a comprehensive multi-agent collaboration framework for portfolio analysis using OpenAI’s Agents SDK. Key changes include:
- The addition of example outputs (e.g. an investment report markdown file) illustrating a complete analysis workflow.
- New prompt files for each specialist (quantitative, fundamental, macro, PM, and memo editor) to govern agent behavior and ensure parallelized tool calls.
- The implementation of agent code (in Python) that integrates these prompts, configures tool retry logic, and sets up the agent orchestration.
Reviewed Changes
Copilot reviewed 37 out of 41 changed files in this pull request and generated no comments.
Show a summary per file
| File | Description |
|---|---|
| examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/investment_report.md | Adds a sample investment memo demonstrating report structure. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/tool_retry_prompt.md | Introduces retry instructions for failed tool calls. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/quant_base.md | Defines the quantitative analyst prompt and analysis workflow. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/pm_base.md | Provides guidelines for the Portfolio Manager’s prompt. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/macro_base.md | Establishes the Macro Strategist prompt and required tool call pattern. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/fundamental_base.md | Outlines the Lead Fundamental Analyst prompt and parallel tool usage. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/editor_base.md | Specifies the Memo Editor prompt and final memo assembly process. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/prompts/code_interpreter.md | Documents best practices for code interpreter analyses. |
| examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/*.py | Implements agents for quant, fundamental, macro, PM, and editor roles. |
| authors.yaml | Updates author information for the new contributions. |
Files not reviewed (4)
- examples/agents_sdk/multi-agent-portfolio-collaboration/.gitignore: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/requirements.txt: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_analyst_recommendations_summary.csv: Language not supported
- examples/agents_sdk/multi-agent-portfolio-collaboration/static/example_output/GOOGL_quarterly_summary.csv: Language not supported
thli-openai
requested changes
May 28, 2025
examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/fundamental.py
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examples/agents_sdk/multi-agent-portfolio-collaboration/investment_agents/pm.py
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…roduction and learning objectives. Adjust date in registry.yaml. Refactor fundamental and quant agent scripts to utilize a centralized path function for server configuration. Improve documentation clarity and structure throughout the notebook.
...les/agents_sdk/multi-agent-portfolio-collaboration/multi_agent_portfolio_collaboration.ipynb
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| "id": "1e5b29d1", | ||
| "metadata": {}, | ||
| "source": [ | ||
| "# Multi-Agent Portfolio Collaboration with OpenAI Agents SDK\n", |
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Just a thought -wondering if we could make the intent of this cookbook a bit clearer by renaming it to something like "Multi-Agent Orchestration with OpenAI Agents SDK: Financial Portfolio Analysis Example."
Totally fine to keep the current title if you feel it better reflects your intent!
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Will make this change!
…s and orchestration with OpenAI Agents SDK.
thli-openai
approved these changes
May 28, 2025
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Summary
This project implements a multi-agent portfolio collaboration system using OpenAI’s Agents SDK. It provides a reproducible workflow for generating investment reports, including quantitative, fundamental, and macroeconomic analyses, and demonstrates best practices for collaborative financial research. The repository includes example outputs, supporting data, and Jupyter notebooks to guide users through the process.
Motivation
The goal of this project is to showcase how AI agents can be orchestrated to perform complex, collaborative financial analysis tasks. By providing clear examples, organized outputs, and reproducible workflows, this project aims to help users and organizations accelerate their own research and reporting processes. It also serves as a reference for integrating AI-driven analysis into investment decision-making, improving transparency, efficiency, and collaboration in financial research all using the Agents SDK
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