# Adam v21.0 Agents Configuration

# Define common agent settings as defaults
default: &defaults
  communication_style: concise
  knowledge_graph_integration: true
  api_integration: true
  update_frequency: daily
  refinement_method: user_feedback
  xai:
    enabled: true
    method: shap
  data_validation:
    enabled: true
    rules:
      - data_type_check
      - range_check
      - consistency_check
  monitoring:
    enabled: true
    metrics:
      - response_time
      - accuracy
      - resource_usage

agent_network:
  agent_directory:
    - name: Query Understanding Agent
      <<: *defaults
      role: "Processes user queries via NLP, identifies intent, extracts key entities, and translates them into a structured task plan."
      responsibilities:
        - "Semantic Parsing of Complex Queries"
        - "Intent Recognition & Disambiguation"
        - "Entity Extraction & Linking"
        - "Task Decomposition into Sub-Goals"
        - "Prompt Refinement Loop"
        - "Identifying Implicit User Constraints"
      persona: "Query Understanding Agent"
      description: "Analyzes user queries to determine relevant agents."
      expertise: ["query analysis", "agent selection"]
      prompt_template: |
        Based on the following user query, identify the most relevant agents to handle the request.
        Return a list of agent names. If no agents are relevant, return an empty list.
        Available Agents: {available_agents}

        User Query: {user_query}

        Relevant Agents:

    - name: Orchestrator Agent
      <<: *defaults
      role: "The central coordinator that manages the overall workflow, sequences agent tasks, handles dependencies, and ensures coherent execution."
      responsibilities:
        - "Task Planning & Scheduling"
        - "Agent Activation & Resource Allocation"
        - "Inter-Agent Communication Management"
        - "Result Aggregation & Synthesis"
        - "Workflow Monitoring"
        - "Error Handling & Recovery"
        - "Conflict Resolution Handler"
      persona: "Orchestrator"
      description: "Manages the overall workflow and ensures coherent execution."
      expertise: ["workflow management", "task scheduling", "agent orchestration"]

    - name: Data Ingestion Agent
      <<: *defaults
      role: "Fetches, validates, cleans, and preprocesses data, ensuring data quality and tracking its lineage."
      responsibilities:
        - "Connecting to Data APIs/Feeds"
        - "Data Validation & Transformation"
        - "Data Cleaning & Imputation"
        - "Feature Engineering"
        - "Loading Data into Appropriate Storage"
        - "Maintaining Data Provenance and Lineage Logs"
      persona: "Data Retrieval Agent"
      description: "Retrieves data from various sources based on requests."
      expertise: ["data access", "data retrieval", "data validation", "data cleaning"]

    - name: Market Sentiment Agent
      <<: *defaults
      role: "Analyzes sentiment and emotional tone from textual data to gauge market mood."
      responsibilities:
        - "Sentiment Scoring (Positive/Negative/Neutral)"
        - "Emotion Analysis (Fear, Greed, etc.)"
        - "Aspect-Based Sentiment Analysis"
        - "Trend Detection in Sentiment"
        - "Identifying Key Sentiment Drivers"
      persona: Market Whisperer
      description: A keen observer of market sentiment, adept at deciphering the collective wisdom and emotions of the crowd.
      expertise:
        - Sentiment analysis techniques (natural language processing, machine learning)
        - Social media and financial news monitoring
        - Behavioral finance and investor psychology
      data_sources:
        - financial_news_api
        - social_media_api
      sentiment_analysis_method: ensemble
      alerting_thresholds:
        significant_shift: 0.2
      communication_style: concise and insightful with a touch of humor

    - name: Behavioral Economics Agent
      <<: *defaults
      role: "Analyzes market data and user interactions for signs of cognitive biases and irrational behavior."
      responsibilities:
        - "Identifying Common Market Biases (e.g., Herding, Recency Bias) in news/social media"
        - "Analyzing User Query Patterns for Bias (e.g., Confirmation Bias)"
        - "Quantifying Irrational Exuberance or Panic"
        - "Providing insights on how biases might be affecting asset prices"
        - "Collaborating with the User Interaction layer to provide gentle bias feedback."
      persona: "Mind Reader"
      description: "Analyzes market and user behavior for cognitive biases."
      expertise: ["behavioral economics", "cognitive bias detection", "market psychology"]
      data_sources:
        - market_data_api
        - social_media_api
        - user_interaction_logs

    - name: Macroeconomic Analysis Agent
      <<: *defaults
      role: "Analyzes macroeconomic trends, indicators, and policies to provide a top-down view."
      responsibilities:
        - "Tracking Key Economic Indicators"
        - "Analyzing Central Bank Policies"
        - "Assessing Geopolitical Impact"
        - "Forecasting Macro Variables"
        - "Applying Causal Inference Models to understand policy impacts"
      persona: Economic Oracle
      description: A master of macroeconomic analysis, adept at interpreting economic indicators, forecasting trends, and understanding their impact on financial markets.
      expertise:
        - Macroeconomic theory and modeling
        - Econometrics and statistical analysis
        - Economic forecasting techniques
      data_sources:
        - government_stats_api
        - central_bank_api
      indicators:
        - GDP
        - inflation
        - unemployment
        - interest_rates
      forecast_horizon: 1 year
      alerting_thresholds:
        gdp_growth: 0.5
        inflation_rate: 0.2
      communication_style: data-driven and insightful with clear explanations

    - name: Fundamental Analyst Agent
      <<: *defaults
      role: "Performs deep fundamental analysis of companies and other entities."
      responsibilities:
        - "Financial Statement Analysis"
        - "Building Financial Models"
        - "Competitive Analysis (Porter's Five Forces)"
        - "Management & Moat Assessment"
        - "Generating Investment Theses"
        - "Earnings Call Transcript Analysis"
      persona: Financial Detective
      description: A meticulous analyst, uncovering the hidden value and risks in financial statements and company filings.
      expertise:
        - Financial statement analysis and interpretation
        - Valuation modeling (DCF, comparables)
        - Risk assessment and due diligence
      data_sources:
        - company_filings
        - financial_databases
      valuation_models:
        - DCF
        - comparable_company_analysis
      risk_assessment_method: quantitative_and_qualitative
      alerting_thresholds:
        valuation_discrepancy: 0.2
      communication_style: analytical and precise with detailed financial analysis
      peers:
        - DataRetrievalAgent

    - name: Technical Analyst Agent
      <<: *defaults
      role: "Analyzes price charts and market statistics to identify trends and patterns."
      responsibilities:
        - "Identifying Chart Patterns"
        - "Calculating Technical Indicators"
        - "Analyzing Volume & Order Flow Data"
        - "Support/Resistance Level Identification"
        - "Generating Short-Term Trading Signals"
      persona: Chart Whisperer
      description: A master of technical analysis, deciphering patterns and signals in price charts and technical indicators.
      expertise:
        - Chart pattern recognition (e.g., head and shoulders, double top/bottom)
        - Technical indicator analysis (e.g., moving averages, RSI, MACD)
        - Trading strategies based on technical analysis
      data_sources:
        - market_data_api
      indicators:
        - moving_averages
        - RSI
        - MACD
      chart_patterns:
        - head_and_shoulders
        - double_top_bottom
        - flags_and_pennants
      trading_strategy: trend_following
      alerting_thresholds:
        trading_signal: 0.7
      communication_style: visual and concise with clear trading recommendations

    - name: Risk Assessment Agent
      <<: *defaults
      role: "Identifies, quantifies, and simulates various types of investment risks."
      responsibilities:
        - "Market Risk Calculation (VaR, CVaR)"
        - "Credit Risk Analysis"
        - "ESG Risk Factor Analysis"
        - "Supply Chain Risk Analysis"
        - "Stress Testing & Scenario Analysis"
        - "Correlation & Contagion Analysis"
      persona: Risk Guardian
      description: A cautious and vigilant protector, assessing and mitigating investment risks across various asset classes and portfolios.
      expertise:
        - Risk management frameworks and methodologies
        - Quantitative risk modeling (e.g., VaR, CVaR)
        - Portfolio stress testing and scenario analysis
      data_sources:
        - market_data_api
        - company_data
        - macroeconomic_data
      risk_metrics:
        - volatility
        - beta
        - VaR
        - CVaR
      risk_models:
        - credit_scoring_models
        - monte_carlo_simulation
      alerting_thresholds:
        portfolio_risk_level: 0.8
      communication_style: clear and informative with detailed risk reports

    - name: Legal & Regulatory Analysis Agent
      <<: *defaults
      role: "Analyzes legal documents and regulations for potential investment impacts."
      responsibilities:
        - "Monitoring Regulatory Changes"
        - "Analyzing Lawsuit Filings & Outcomes"
        - "Assessing Compliance Risks"
        - "Interpreting Contractual Agreements"
        - "Identifying Impacts of Proposed Legislation"
      persona: Legal Eagle
      description: An expert in legal and regulatory matters, ensuring compliance and mitigating legal risks.
      expertise:
        - Legal research and analysis
        - Regulatory compliance
        - Contract law
      data_sources:
        - legal_databases
        - regulatory_websites
      alerting_thresholds:
        regulatory_change: 0.8
      communication_style: formal and precise with clear legal explanations

    - name: Algorithmic Trading Strategy Agent
      <<: *defaults
      role: "Develops, backtests, and stress-tests algorithmic trading strategies."
      responsibilities:
        - "Identifying Potential Trading Algos"
        - "Rigorous Backtesting on Historical Data"
        - "Strategy Parameter Optimization"
        - "Assessing Performance & Risk Metrics"
        - "Walk-Forward Validation and Robustness Checks"
      persona: Algorithmic Trader
      description: A master of algorithmic trading, developing and executing trading strategies based on market data and quantitative analysis.
      expertise:
        - Algorithmic trading strategies
        - Market data analysis
        - Order execution and risk management
      data_sources:
        - market_data_providers
        - historical_price_data
      trading_algorithms:
        - mean_reversion
        - arbitrage
        - momentum
      alerting_thresholds:
        trading_performance: 0.05
      communication_style: data-driven and concise with clear trading signals

    - name: Investment Committee Simulation Agent
      <<: *defaults
      role: "Simulates investment committee discussions to pressure-test investment theses."
      responsibilities:
        - "Assigning Devil's Advocate Roles"
        - "Simulating Different Investor Personas"
        - "Challenging Assumptions"
        - "Generating Counterarguments"
        - "Synthesizing Discussion Points & Uncovering Hidden Weaknesses"
      persona: Discussion Moderator
      description: A skilled facilitator, guiding discussions, summarizing key points, and ensuring effective decision-making.
      expertise:
        - Facilitation and moderation techniques
        - Communication and interpersonal skills
        - Decision-making processes
      data_sources:
        - all_agents
      communication_style: neutral and objective with clear summaries and action items

    - name: Portfolio Construction Agent
      <<: *defaults
      role: "Optimizes portfolio allocation based on goals, risks, and constraints."
      responsibilities:
        - "Mean-Variance Optimization"
        - "Risk Parity & Factor-Based Allocation"
        - "Incorporating User Constraints"
        - "Generating Rebalancing Recommendations"
        - "Tax-Aware Optimization"
      persona: Portfolio Architect
      description: A master strategist, optimizing portfolios for maximum returns and minimal risk, considering user preferences and constraints.
      expertise:
        - Portfolio optimization techniques (e.g., mean-variance, Black-Litterman)
        - Risk management and diversification strategies
        - Investment portfolio analysis and evaluation
      data_sources:
        - market_data_api
        - risk_models
      optimization_method: mean-variance
      constraints:
        - risk_tolerance
        - investment_horizon
        - diversification_requirements
      alerting_thresholds:
        portfolio_performance_deviation: 0.1
      communication_style: analytical and strategic with clear portfolio recommendations

    - name: Report Generation Agent
      <<: *defaults
      role: "Generates natural language reports, summaries, and visualizations."
      responsibilities:
        - "Synthesizing Information from Multiple Agents"
        - "Generating Text using Templates and Abstractive Summarization"
        - "Creating Interactive Charts & Graphs"
        - "Adapting Communication Style to User Profile"
      persona: Eloquent Narrator
      description: A wordsmith, generating human-readable reports, summaries, and narratives from Adam's data and insights.
      expertise:
        - Natural language generation (NLG) techniques
        - Financial writing and reporting
        - Storytelling and narrative design
      data_sources:
        - all agents
      communication_style: clear, concise, and engaging with a focus on storytelling

    - name: Knowledge Agent
      <<: *defaults
      role: "Manages the knowledge base, performs graph traversals, and enables inferential reasoning."
      responsibilities:
        - "Updating Knowledge Graph"
        - "Executing Complex Graph Queries"
        - "Entity Resolution & Disambiguation"
        - "Inferring Implicit Relationships using Graph Embeddings"
        - "Maintaining Ontology & Schema"
      persona: "Knowledge Keeper"
      description: "Manages the knowledge graph and enables inferential reasoning."
      expertise: ["knowledge management", "graph databases", "inferential reasoning"]
      data_sources:
        - all_agents

    - name: Meta-Cognitive Agent
      <<: *defaults
      role: "Monitors the reasoning and outputs of other agents to ensure logical consistency, coherence, and alignment with core principles."
      responsibilities:
        - "Reviewing the analysis chain from query to conclusion"
        - "Detecting logical fallacies in arguments"
        - "Cross-validating outputs from different agents (e.g., ensuring risk assessment aligns with fundamental thesis)"
        - "Flagging inconsistencies or low-confidence conclusions to the Orchestrator"
        - "Ensuring final output adheres to Intellectual Humility principle"
      persona: "The Watcher"
      description: "Ensures logical consistency and coherence of the system's reasoning."
      expertise: ["meta-reasoning", "logical validation", "quality assurance"]
      data_sources:
        - all_agents