Agent Built-In Tools

LumiBot agents are useful because they can inspect the same strategy state that your Python code can inspect. Built-in tools are added automatically when an agent is created, so a strategy author does not need to manually wire common market, account, research, memory, or notification tools.

The important design rule is simple:

• Research agents can inspect evidence.

• Trading agents can inspect evidence and mutate orders.

• Backtests expose only data available at the simulated strategy datetime.

Trading Permissions

Use allow_trading=False for any agent that should research, summarize, or review without changing broker state.

self.agents.create(
    name="researcher",
    model="openai/gpt-5.4-mini",
    allow_trading=False,
    system_prompt="Gather market data, indicators, news, filings, fundamentals, and macro context.",
)

With allow_trading=False, LumiBot removes only tools that mutate orders:

• submit order

• modify order

• cancel order

Read-only tools remain available. A research agent can still inspect cash, positions, open orders, historical prices, indicators, news, SEC filings, FRED macro data, memory, and notifications.

Use allow_trading=True only for the final agent that is allowed to place or change orders. In an investment committee workflow, that is usually the portfolio manager or trader agent.

Market And Account State

These tools let agents understand what the strategy already knows:

• current datetime

• cash and portfolio value

• positions

• open orders

• historical bars and market data

• account and broker context available to the strategy

These tools are read-only. They remain available even when allow_trading=False.

Technical Indicators

Indicator tools expose LumiBot’s indicator system to agents:

• list_indicators

• get_indicator

• get_indicators

In backtests, indicators are evaluated against the visible historical data and return the value at or before the current strategy datetime. This prevents the agent from seeing a future indicator value.

SEC Fundamentals And Filings

SEC tools use public SEC EDGAR data directly and cache responses locally. They do not require an API key.

Common tools include:

• get_income_statement

• get_balance_sheet

• get_cash_flow

• get_company_facts

• get_filings

• search_filing

• get_filing_document

Backtests gate filings by filed date or acceptance timestamp, so an agent cannot read a filing before it existed. Use search_filing before get_filing_document when the filing is large and the agent only needs a specific section.

FRED Macro Data

FRED tools expose macroeconomic series to agents:

• list_fred_series

• get_fred_series

• get_fred_latest

• get_fred_snapshot

Set FRED_API_KEY so LumiBot can request FRED/ALFRED vintage observations using realtime parameters. LumiBot’s built-in FRED tools do not use public CSV fallbacks; macro tool output should either come from the official API or fail clearly.

News

If Alpaca credentials are configured, LumiBot can expose Alpaca/Benzinga news tools to agents. In backtests, news tools should use the strategy datetime as the cutoff so the agent cannot read future headlines.

DuckDB And Documentation Search

Agents can use DuckDB for structured analysis instead of asking the model to reason over raw tables inside the prompt. Documentation search tools let the agent inspect LumiBot usage patterns when it needs framework guidance.

Memory

Memory tools write local JSONL files so agent decisions remain inspectable:

• remember

• search_memory

• remember_decision

• remember_lesson

• open_thesis

• update_thesis

• close_thesis

Memory works in both backtests and live runs. In a backtest, memory is part of the run artifact trail. In live trading, it can preserve context across iterations and restarts when the same memory directory is reused.

Notifications

notify_user sends through configured notification providers. Telegram is the first built-in provider. Backtests keep notifications disabled by default, but you can explicitly opt in when testing notification behavior.

Point-In-Time Safety

The built-in research tools are designed around backtest/live parity:

• indicators return current-bar values only

• SEC filings are gated by filed or accepted datetime

• FRED backtests use vintage observations when FRED_API_KEY is available

• news tools use the strategy datetime as the cutoff

This lets agents research during a backtest without accidentally looking into the future.