01
Give it memory beyond the prompt
Keep a working memory of the current situation plus a longer-term store of past trades, ranked by how recent and relevant they are.
Stratified, decayed memory is the single most-replicated win across FinMem and TradingGPT. The same model with a better memory makes different, better decisions.
02
Reflect on every closed trade
On each close, force the agent to critique its own thesis against what actually happened, and write that lesson back into memory.
Reflection loops that store outcome critiques are what let an agent improve instead of repeating the same mistake. CoinRithm already captures closed-position feedback to build on.
03
Argue both sides, then judge
Run a separate bull case and bear case, then a neutral judge that picks. Do not just ask one model to weigh both sides.
Forced adversarial debate (TradingAgents) beats single-model both-sides reasoning, which tends to rationalise the answer it already had.
04
A risk gate it cannot override
Put position caps, a leverage ceiling, and a max-drawdown stop in code, not in the prompt. On rejection, send the agent back for a lower-risk plan.
Agents with a hard risk layer kept lower maximum drawdown even when their returns were modest. A rule in the prompt is a suggestion; a rule in code is a rule.
05
Reward discipline, not activity
Let the agent hold. Make not-trading on a weak signal a valid, encouraged action.
Disciplined agents in the benchmarks traded roughly 14 to 32 times; compulsive ones spiked to 85 to 101 and destroyed their own returns. Trade count does not predict profit.
06
Make it state, and check, its confidence
Require an explicit probability on every call, size positions by it, and track calibration over time (is a stated 70% right about 70% of the time?).
LLMs are persistently overconfident at high probabilities. A well-calibrated agent is a more honest skill signal than raw profit, which is mostly market exposure and luck.
07
Ground it in more than the chart
Feed it news and context, not only price. Build the default agent on multiple sources.
Removing news and fundamentals collapsed a top benchmark agent's return from 1.9% to 0.6%. Single-source agents reliably underperform.
08
No peeking
Only let the agent see information that existed at decision time. Be especially careful with retrieved memories that mention how an event turned out.
The 'Oracle Fallacy': agents that retrieve future-tainted context stop predicting and start remembering. Point-in-time discipline is what separates a real result from a leak.