Multi-Agent Research: How 6 LLM Teams Analyze 900 Stocks
This article describes an autonomous trading system that uses LLM agents for research, ML for pattern recognition, and deterministic rules for execution. It explains how the system distributes 900 stocks across 6 sector-specialized teams to screen, analyze, and debate the best opportunities.
Why it matters
This article showcases an innovative approach to automated investment research using large language models, demonstrating the potential of AI to enhance financial decision-making.
Key Points
- 1The system uses 6 sector-specialized LLM teams to analyze ~900 stocks over the weekend
- 2Each team follows a 4-stage pipeline: quant analysis, qualitative review, peer collaboration, and CIO evaluation
- 3The result is a ~25-stock portfolio that is sector-balanced, thesis-backed, and refreshed weekly
- 4The system leverages LangChain tools like the 'get_balance_sheet' function to access financial data
Details
The article introduces Nous Ergon, an autonomous trading system that splits intelligence across four layers: LLM agents for research judgment, ML for pattern recognition, deterministic rules for execution, and a backtester for system-wide learning. The focus is on the Research module, where LLM agents work in parallel to analyze a universe of ~900 mid-to-large-cap US stocks. Each of the 6 sector-specialized teams follows a 4-stage pipeline: quant analysis, qualitative review, peer collaboration, and CIO evaluation. The quant analyst uses screening tools to narrow the ~150 stocks in their sector down to a top 10, while the qual analyst adds deeper context from news, filings, and past signal failures. The teams then agree on 2-3 final recommendations, which are evaluated by a CIO agent across factors like conviction, macro alignment, and portfolio fit. This process results in a ~25-stock portfolio that is refreshed weekly. The article also provides an example of a LangChain tool used by the quant analysts to access balance sheet data.
No comments yet
Be the first to comment