WEBVTT 00:00.520 --> 00:02.040 Continuing with our business project. 00:02.040 --> 00:08.400 So this is a look at a Google Sheet I've set up to represent my stock portfolio. 00:08.680 --> 00:12.840 Uh, and the idea is that and I will of course share this sheet. 00:12.840 --> 00:16.160 You can recreate it if you wish, or you can just use one that's set up. 00:16.680 --> 00:21.440 It's going to be set up with, uh, it's got a bunch of stock tickers. 00:21.440 --> 00:22.280 Here they are. 00:22.320 --> 00:24.400 These are in fact in my portfolio. 00:24.440 --> 00:30.120 They are tickers that represent what's called ETFs, or they are sort of investments in a group of different 00:30.160 --> 00:30.920 shares. 00:31.120 --> 00:39.320 And each one of them, I've got some quantity of them and they represent some of them are 100% equities. 00:39.320 --> 00:41.160 They are all all stocks. 00:41.320 --> 00:49.120 Some of them are all bonds, all fixed income products, and some of them are a blend between the two. 00:49.160 --> 00:56.480 And this column C and D represents how much is is stocks, how much is equity and how much is fixed 00:56.480 --> 00:57.160 income. 00:57.360 --> 00:58.760 And that is the breakdown. 00:58.760 --> 01:04.520 And it's common particularly with retirement accounts, but with longer term savings and with many portfolios 01:04.520 --> 01:08.630 that you have this breakdown between between equity and fixed income. 01:08.630 --> 01:10.910 And it's common that you might want to rebalance it. 01:10.950 --> 01:16.750 And in fact, pay people to do this for you to take some cut of your money in return for rebalancing 01:16.750 --> 01:17.710 your portfolio. 01:17.710 --> 01:22.590 But there's no need, because an agent can do it for you, and it can do it for free. 01:22.910 --> 01:27.950 And so that's that's what we are building today, our own financial planner that is able to rebalance 01:27.950 --> 01:33.910 the portfolio by making trades to to set your your balance of equity and fixed income to what you want 01:33.950 --> 01:36.990 or really to do any kind of rebalancing that you might wish. 01:37.310 --> 01:37.990 All right. 01:37.990 --> 01:42.710 So in this spreadsheet, there are a few sets of things that we're going to want our agents to fill 01:42.710 --> 01:43.110 in. 01:43.110 --> 01:45.630 And one of them is this column here price. 01:45.790 --> 01:51.270 And price represents the current value of this equity in the market. 01:51.270 --> 01:53.670 And we've already seen an agent fill in this column. 01:53.670 --> 01:54.390 You know it. 01:54.510 --> 01:56.070 And we'll be able to do that again. 01:56.430 --> 01:58.110 But this one is the new column. 01:58.110 --> 02:02.950 This is for the agent to fill in to say how many shares should we have? 02:03.150 --> 02:09.460 How much quantity of these different tickers after I've made some trades to rebalance the portfolio 02:09.460 --> 02:13.060 and it will fill in this column as it makes its decisions. 02:13.060 --> 02:18.260 And when it does that, there's going to be a new total value coming up, and we will find out what 02:18.260 --> 02:23.500 kind of proportion between equity and fixed income does it get at the end of it. 02:23.500 --> 02:29.020 And of course, you can add in other kinds of of metrics like whether it's, it's global or, or national 02:29.020 --> 02:33.020 investments and so on, should you wish to rebalance in different ways. 02:33.460 --> 02:33.900 Okay. 02:33.940 --> 02:35.900 So that's the spreadsheet setup. 02:35.940 --> 02:37.580 Obviously the price is all blank here. 02:37.580 --> 02:41.060 But if I put in a price like 100 then it fills in the value. 02:41.060 --> 02:47.980 And if I put in a new quantity after rebalancing of three, then the total value goes in there and the 02:47.980 --> 02:48.980 other things fill in. 02:48.980 --> 02:51.020 But we're going to leave it blank for now. 02:51.340 --> 02:58.300 This this is a spreadsheet that we are going to be equipping our agent with and it will operate on this. 02:58.300 --> 02:59.540 Let's go and do that. 02:59.580 --> 03:00.020 Okay. 03:00.060 --> 03:02.180 So we go back to Nw10. 03:02.340 --> 03:03.260 Here it is. 03:03.300 --> 03:09.100 We are going to add in an agent and let's take a look at it. 03:09.100 --> 03:10.980 There it is okay. 03:11.180 --> 03:13.420 We've got lots to do with this AI agent. 03:13.580 --> 03:15.060 We're going to give it a chat model. 03:15.060 --> 03:16.500 We're going to I'm going to use OpenAI. 03:16.540 --> 03:19.220 You can use whatever chat model you wish. 03:19.700 --> 03:24.980 And we are going to choose I'm going to choose GPT 4.1. 03:25.260 --> 03:31.140 Now the reason for that is that I want to I want it to be a really smart model that does it well, uh, 03:31.180 --> 03:33.980 you can choose what you want to to, to use. 03:34.060 --> 03:37.500 It costs a few cents a pop with GPT 4.1. 03:37.500 --> 03:40.700 And of course, it's a fraction of that with GPT four one mini. 03:40.700 --> 03:42.540 And you should go with whatever you're comfortable with. 03:42.660 --> 03:49.820 I do find that the latest models like GPT 5.2 for me right now actually doesn't perform as well because 03:49.860 --> 03:53.380 it does too much reasoning and it takes too long. 03:53.620 --> 03:59.380 And the outcomes for me are better just using GPT 4.1, which for this kind of thing is one of my favorites. 03:59.820 --> 04:04.420 Okay, so I'm selecting GPT 4.1, but of course you can do anything over open router. 04:04.420 --> 04:05.700 You could be using Gemini. 04:05.940 --> 04:08.860 Use whatever you want to okay. 04:08.900 --> 04:12.660 And and back we go here I'll press that tidy up button to make it a bit cleaner. 04:12.940 --> 04:16.500 And we will we will then keep going with some tools okay. 04:16.610 --> 04:17.570 and we're skipping memory. 04:17.570 --> 04:21.050 We don't need memory for this because it's just on a form submission. 04:21.050 --> 04:23.410 There's no chat history to have to remember. 04:23.610 --> 04:28.530 We go straight to tool and we're going to go to sheets, of course, Google Sheets tool. 04:28.530 --> 04:30.890 It's already set up with the right credentials. 04:30.890 --> 04:32.090 We know we can connect. 04:32.090 --> 04:32.890 Fine. 04:32.930 --> 04:34.330 We're doing a sheet with a document. 04:34.330 --> 04:35.890 We want to get rows. 04:35.930 --> 04:40.210 This is going to be the way that we fetch the contents of our portfolio. 04:40.610 --> 04:44.610 The documents we're going to get is going to be uh, from from a list. 04:44.610 --> 04:47.130 And we're going to choose the, the portfolio. 04:47.450 --> 04:49.970 And the sheet is also going to be from a list. 04:49.970 --> 04:52.530 We're going to choose the sheet number one. 04:52.690 --> 04:53.610 I'll do that now. 04:53.650 --> 04:55.770 So I chose portfolio from the list here. 04:55.770 --> 04:59.410 And I'm now choosing the sheet is sheet one right here. 04:59.730 --> 05:01.570 And I'm not going to set any filters. 05:01.570 --> 05:04.730 I want it to be able to to retrieve the whole thing. 05:05.010 --> 05:05.610 Okay. 05:05.730 --> 05:08.610 So that has set up our Google Sheets access. 05:08.650 --> 05:10.130 Let's press the clean button. 05:10.330 --> 05:14.050 And now we will give this a try and see what happens. 05:14.050 --> 05:16.530 And hopefully you're expecting something to go wrong. 05:16.570 --> 05:20.920 Let's see okay I'm now going to press Execute Workflow and bam. 05:21.200 --> 05:22.560 Up pops this window. 05:22.760 --> 05:24.160 It's it's a form. 05:24.160 --> 05:26.040 And it says portfolio Rebalancer. 05:26.040 --> 05:28.200 It's the very form that we just described. 05:28.440 --> 05:31.040 And it has the one question that is the field we put in there. 05:31.040 --> 05:32.960 How would you like to rebalance your portfolio? 05:33.160 --> 05:36.080 And the default answer is 60 over 40. 05:36.320 --> 05:37.760 And I'm going to press submit. 05:37.960 --> 05:46.160 And pressing submit is basically sending an HTTP request which Nen has configured as a webhook. 05:46.320 --> 05:50.480 And it is expecting this to come through and bam it has come through. 05:50.480 --> 05:56.000 And if I click back here, you'll see that the workflow has run and it says there's a problem just as 05:56.000 --> 05:57.880 we're expecting or are you expecting? 05:57.880 --> 05:58.760 I hope you're expecting. 05:58.760 --> 06:00.600 So now let's go in and fix that problem. 06:00.600 --> 06:04.200 And so you'll see the error message tells us no prompt specified. 06:04.200 --> 06:06.200 And you'll recognize that because we've had it before. 06:06.400 --> 06:13.280 And if you open up AI agent we'll see more details that it was trying to bring in Jason chat input. 06:13.320 --> 06:17.160 It thinks it's connected to a chat trigger node and it's not. 06:17.200 --> 06:19.240 It's connected to something very different. 06:19.240 --> 06:24.120 So the first thing that we need to do is to change this from saying the source for the prompt is a chat 06:24.120 --> 06:25.230 trigger node to say. 06:25.270 --> 06:25.830 Define. 06:25.830 --> 06:31.230 Below we want to tell it how to look in the inputs and choose what should be the prompt to the LM. 06:31.390 --> 06:32.910 And this is the input. 06:33.150 --> 06:36.270 This is the webhook that got called as a little side note. 06:36.310 --> 06:39.510 Notice that it is of course an array of items. 06:39.550 --> 06:44.310 And that's as I explained, that really what gets moved between these nodes are these arrays of items. 06:44.310 --> 06:45.390 But there's only one. 06:45.390 --> 06:47.390 It's the submission of our web form. 06:47.390 --> 06:51.390 And it only has this one question how would you like to rebalance your portfolio? 06:51.510 --> 06:53.030 And it's this stuff here. 06:53.030 --> 06:55.390 This is what we want to be sent to the LM. 06:55.550 --> 06:57.950 So let's drag and drop that in there. 06:57.990 --> 06:58.710 Let go. 06:58.910 --> 07:03.230 And you'll see that it's put in there the right JSON to use JSON. 07:03.230 --> 07:04.470 And then it's selected. 07:04.470 --> 07:06.710 How would you like to rebalance your portfolio. 07:06.910 --> 07:09.030 And so that's that's working nicely. 07:09.030 --> 07:13.550 That's going to take this contents here and make it the prompt to the LM. 07:13.590 --> 07:17.470 So I'm going back here to the canvas I'm pressing Execute Workflow. 07:17.510 --> 07:20.910 Up comes this pop up and I'm going to submit it. 07:21.270 --> 07:28.230 So this time it will hopefully be sending this exact instruction to the agent when when this goes through. 07:28.470 --> 07:32.030 and what I think we'll find is something a bit curious happens, because we've not done a very good 07:32.030 --> 07:35.550 job of telling the agent what we want it to do. 07:35.750 --> 07:40.870 We've just said ensure the portfolio is 60% equity and 40% fixed income, but we haven't told it that 07:40.870 --> 07:42.830 that portfolio is in this Google sheet. 07:42.830 --> 07:45.070 We haven't really given it good directions. 07:45.390 --> 07:47.430 This used to be what they would call prompt engineering. 07:47.430 --> 07:49.430 We've not done a good job of prompt engineering. 07:49.470 --> 07:55.630 The new expression is context engineering, which is the way to best position your whole agentic workflow 07:55.630 --> 07:58.950 to to equip your agent with the best possible information. 07:58.950 --> 08:01.110 And we've not done a good job of any of that. 08:01.110 --> 08:05.350 So let's see what it says back now that it's just successfully run, let's see what happened. 08:05.350 --> 08:07.750 And you can see that what's happened is in the output. 08:07.790 --> 08:12.870 It said to ensure a portfolio is allocated 60% equity and 40% follow these instructions. 08:12.870 --> 08:16.430 And it's given us some sort of bland, generic content about what to do. 08:16.590 --> 08:20.950 It never used the tool because it didn't know that that tool was going to tell it our portfolio. 08:21.310 --> 08:22.630 So it didn't do any of that. 08:22.630 --> 08:25.830 It just kind of gave us back some, some random instructions. 08:25.830 --> 08:30.190 We need to improve the prompt so that it knows what it has to do, and we also need to give it a few 08:30.190 --> 08:31.470 more tools so it can do it. 08:31.510 --> 08:33.230 And that's what we will come to next.