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Create an investment research memo with specialist agents

Coordinate fundamental, macro, quantitative, and editor agents to produce a dated, sourced memo with assumptions and risks; do not trade.

Goal

Coordinate fundamental, macro, quantitative, and editor agents to produce a dated, sourced memo with assumptions and risks; do not trade.

Set the research question and as-of date; configure read-only Yahoo Finance and FRED tools. [src-openai-create-investment-research-memo-with-specialists]
Delegate fundamental, macro, and quantitative analyses and collect each agent’s evidence. [src-openai-create-investment-research-memo-with-specialists]
Have the editor synthesize views, disagreements, risks, and strategy sketches into a local memo. [src-openai-create-investment-research-memo-with-specialists]

Check the memo’s as-of date, market and macro sources, specialist sections, and risks; confirm the file is in `outputs/`.

Refresh read-only sources when data are stale; preserve conflicting specialist views instead of inventing consensus.

OpenAI API key, FRED API key, Agents SDK, and the sample read-only Yahoo Finance MCP server.

Reads public market/macro data and calls paid model APIs; writes locally under `outputs/`, with no brokerage access or orders.

The output is research, not personalized investment advice; verify dates, data completeness, and strategy assumptions.

Repository: openai/openai-cookbook
File path: examples/agents_sdk/multi-agent-portfolio-collaboration/multi_agent_portfolio_collaboration.ipynb
Pinned commit: 5bd6cb40b6b84b69b2032d810610aa85064102df
Source checked: 2026-10-14 · Reviewed against the pinned upstream source

These values describe the upstream repository, not popularity or likes for an individual skill or playbook.

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License: MIT