diff --git a/requirements.txt b/requirements.txt index 9c558e35..a81011fc 100644 --- a/requirements.txt +++ b/requirements.txt @@ -1 +1,3 @@ . +polaris-news>=0.6.0 +cachetools>=5.0.0 diff --git a/tradingagents/dataflows/interface.py b/tradingagents/dataflows/interface.py index 0caf4b68..eabf5780 100644 --- a/tradingagents/dataflows/interface.py +++ b/tradingagents/dataflows/interface.py @@ -23,6 +23,21 @@ from .alpha_vantage import ( get_global_news as get_alpha_vantage_global_news, ) from .alpha_vantage_common import AlphaVantageRateLimitError +from .polaris import ( + get_stock_data as get_polaris_stock, + get_indicators as get_polaris_indicators, + get_fundamentals as get_polaris_fundamentals, + get_balance_sheet as get_polaris_balance_sheet, + get_cashflow as get_polaris_cashflow, + get_income_statement as get_polaris_income_statement, + get_sec_filings as get_polaris_sec_filings, + get_news as get_polaris_news, + get_global_news as get_polaris_global_news, + get_sentiment_score as get_polaris_sentiment_score, + get_sector_analysis as get_polaris_sector_analysis, + get_news_impact as get_polaris_news_impact, + get_technicals as get_polaris_technicals, +) # Configuration and routing logic from .config import get_config @@ -38,7 +53,8 @@ TOOLS_CATEGORIES = { "technical_indicators": { "description": "Technical analysis indicators", "tools": [ - "get_indicators" + "get_indicators", + "get_technicals" ] }, "fundamental_data": { @@ -56,6 +72,15 @@ TOOLS_CATEGORIES = { "get_news", "get_global_news", "get_insider_transactions", + "get_sec_filings", + ] + }, + "sentiment_analysis": { + "description": "Sentiment scoring, trading signals, and news impact (Polaris-exclusive)", + "tools": [ + "get_sentiment_score", + "get_sector_analysis", + "get_news_impact", ] } } @@ -63,6 +88,7 @@ TOOLS_CATEGORIES = { VENDOR_LIST = [ "yfinance", "alpha_vantage", + "polaris", ] # Mapping of methods to their vendor-specific implementations @@ -71,42 +97,66 @@ VENDOR_METHODS = { "get_stock_data": { "alpha_vantage": get_alpha_vantage_stock, "yfinance": get_YFin_data_online, + "polaris": get_polaris_stock, }, # technical_indicators "get_indicators": { "alpha_vantage": get_alpha_vantage_indicator, "yfinance": get_stock_stats_indicators_window, + "polaris": get_polaris_indicators, }, # fundamental_data "get_fundamentals": { "alpha_vantage": get_alpha_vantage_fundamentals, "yfinance": get_yfinance_fundamentals, + "polaris": get_polaris_fundamentals, }, "get_balance_sheet": { "alpha_vantage": get_alpha_vantage_balance_sheet, "yfinance": get_yfinance_balance_sheet, + "polaris": get_polaris_balance_sheet, }, "get_cashflow": { "alpha_vantage": get_alpha_vantage_cashflow, "yfinance": get_yfinance_cashflow, + "polaris": get_polaris_cashflow, }, "get_income_statement": { "alpha_vantage": get_alpha_vantage_income_statement, "yfinance": get_yfinance_income_statement, + "polaris": get_polaris_income_statement, }, # news_data "get_news": { "alpha_vantage": get_alpha_vantage_news, "yfinance": get_news_yfinance, + "polaris": get_polaris_news, }, "get_global_news": { "yfinance": get_global_news_yfinance, "alpha_vantage": get_alpha_vantage_global_news, + "polaris": get_polaris_global_news, }, "get_insider_transactions": { "alpha_vantage": get_alpha_vantage_insider_transactions, "yfinance": get_yfinance_insider_transactions, }, + "get_sec_filings": { + "polaris": get_polaris_sec_filings, + }, + # sentiment_analysis (Polaris-exclusive) + "get_sentiment_score": { + "polaris": get_polaris_sentiment_score, + }, + "get_sector_analysis": { + "polaris": get_polaris_sector_analysis, + }, + "get_news_impact": { + "polaris": get_polaris_news_impact, + }, + "get_technicals": { + "polaris": get_polaris_technicals, + }, } def get_category_for_method(method: str) -> str: diff --git a/tradingagents/dataflows/polaris.py b/tradingagents/dataflows/polaris.py new file mode 100644 index 00000000..a7c39966 --- /dev/null +++ b/tradingagents/dataflows/polaris.py @@ -0,0 +1,761 @@ +""" +Polaris Knowledge API data vendor for TradingAgents. + +Polaris provides sentiment-scored intelligence briefs, composite trading signals, +technical indicators, financial data, and news impact analysis. Unlike raw data +feeds, every Polaris response includes confidence scores, bias analysis, and +NLP-derived metadata that enriches agent decision-making. + +Setup: + pip install polaris-news cachetools + export POLARIS_API_KEY=pr_live_xxx # Free: 1,000 credits/month at thepolarisreport.com + +API docs: https://thepolarisreport.com/api-reference +""" + +import os +import threading +from typing import Annotated +from datetime import datetime + +from cachetools import TTLCache + +# --------------------------------------------------------------------------- +# Configuration +# --------------------------------------------------------------------------- + +_CACHE_TTL = 300 # 5 minutes +_CACHE_MAX = 500 + +_cache = TTLCache(maxsize=_CACHE_MAX, ttl=_CACHE_TTL) +_cache_lock = threading.Lock() + +_client_instance = None +_client_lock = threading.Lock() + + +def _get_client(): + """Lazy-initialize Polaris client (thread-safe singleton).""" + global _client_instance + if _client_instance is not None: + return _client_instance + with _client_lock: + if _client_instance is not None: + return _client_instance + try: + from polaris_news import PolarisClient + except ImportError: + raise ImportError( + "polaris-news is required for the Polaris data vendor. " + "Install it with: pip install polaris-news" + ) + api_key = os.environ.get("POLARIS_API_KEY") + if not api_key: + raise EnvironmentError( + "POLARIS_API_KEY environment variable is required. " + "Get a free key at https://thepolarisreport.com/pricing" + ) + _client_instance = PolarisClient(api_key=api_key) + return _client_instance + + +def _cached(key: str): + """Check cache for a key. Returns cached value or None (thread-safe).""" + with _cache_lock: + return _cache.get(key) + + +def _set_cache(key: str, data): + """Store data in cache (thread-safe).""" + with _cache_lock: + _cache[key] = data + + +# --------------------------------------------------------------------------- +# Shared helpers +# --------------------------------------------------------------------------- + +def _safe_get(obj, key, default='N/A'): + """Get attribute from dict or object, returning default if missing or None.""" + if isinstance(obj, dict): + val = obj.get(key, default) + return default if val is None else val + val = getattr(obj, key, default) + return default if val is None else val + + +def _days_to_range(days: int) -> str: + """Convert a day count to a Polaris range string.""" + if days <= 30: + return "1mo" + elif days <= 90: + return "3mo" + elif days <= 180: + return "6mo" + elif days <= 365: + return "1y" + elif days <= 730: + return "2y" + else: + return "5y" + + +def _extract_briefs(data) -> list: + """Extract briefs list from API response (handles both dict and typed objects).""" + if not isinstance(data, dict): + data = vars(data) if hasattr(data, '__dict__') else {} + return data.get("briefs", []) + + +# --------------------------------------------------------------------------- +# Core Stock APIs +# --------------------------------------------------------------------------- + +def get_stock_data( + symbol: Annotated[str, "ticker symbol of the company"], + start_date: Annotated[str, "Start date in yyyy-mm-dd format"], + end_date: Annotated[str, "End date in yyyy-mm-dd format"], +) -> str: + """Fetch OHLCV stock data from Polaris (via multi-provider: Yahoo/TwelveData/FMP).""" + cache_key = f"stock:{symbol}:{start_date}:{end_date}" + cached = _cached(cache_key) + if cached: + return cached + + client = _get_client() + + start = datetime.strptime(start_date, "%Y-%m-%d") + end = datetime.strptime(end_date, "%Y-%m-%d") + days = (end - start).days + if days <= 0: + return f"Invalid date range: start_date ({start_date}) must be before end_date ({end_date})" + range_param = _days_to_range(days) + + try: + data = client.candles(symbol, interval="1d", range=range_param) + except Exception as e: + return f"Error fetching stock data for {symbol}: {e}" + + candles = data.get("candles", []) + if not candles: + return f"No data found for symbol '{symbol}' between {start_date} and {end_date}" + + # Filter to requested date range + candles = [c for c in candles if start_date <= c["date"] <= end_date] + + lines = [ + f"# Stock data for {symbol.upper()} from {start_date} to {end_date}", + f"# Source: Polaris Knowledge API (multi-provider: Yahoo/TwelveData/FMP)", + f"# Total records: {len(candles)}", + "", + "Date,Open,High,Low,Close,Volume", + ] + lines.extend( + f"{c['date']},{c['open']},{c['high']},{c['low']},{c['close']},{c['volume']}" + for c in candles + ) + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + +# --------------------------------------------------------------------------- +# Technical Indicators +# --------------------------------------------------------------------------- + +def get_indicators( + symbol: Annotated[str, "ticker symbol of the company"], + indicator: Annotated[str, "technical indicator to get"], + curr_date: Annotated[str, "Current trading date, YYYY-mm-dd"], + look_back_days: Annotated[int, "how many days to look back"], +) -> str: + """Fetch technical indicators from Polaris (20 indicators + signal summary). + + Uses curr_date and look_back_days to determine the data range. + """ + cache_key = f"indicators:{symbol}:{indicator}:{curr_date}:{look_back_days}" + cached = _cached(cache_key) + if cached: + return cached + + client = _get_client() + + # Use curr_date to determine if we need historical vs current data + today = datetime.now().strftime("%Y-%m-%d") + is_historical = curr_date < today if curr_date else False + + # Map common indicator names to Polaris types + indicator_map = { + "close_50_sma": "sma", "close_20_sma": "sma", "close_200_sma": "sma", + "rsi_14": "rsi", "rsi": "rsi", + "macd": "macd", "macds": "macd", "macdh": "macd", + "boll": "bollinger", "boll_ub": "bollinger", "boll_lb": "bollinger", + "atr": "atr", "atr_14": "atr", + "stoch": "stochastic", "stochrsi": "stochastic", + "adx": "adx", "williams_r": "williams_r", + "cci": "cci", "mfi": "mfi", "roc": "roc", + "obv": "obv", "vwap": "vwap", + } + + polaris_type = indicator_map.get(indicator.lower(), indicator.lower()) + + # If historical, we need enough range to cover curr_date - look_back_days + if is_historical: + days_from_now = (datetime.strptime(today, "%Y-%m-%d") - datetime.strptime(curr_date, "%Y-%m-%d")).days + range_param = _days_to_range(days_from_now + look_back_days) + else: + range_param = _days_to_range(look_back_days) + + known_types = { + "sma", "ema", "rsi", "macd", "bollinger", "atr", + "stochastic", "adx", "obv", "vwap", "williams_r", + "cci", "mfi", "roc", "ppo", "trix", "donchian", + "parabolic_sar", "ichimoku", "fibonacci", + } + + try: + if polaris_type in known_types: + data = client.indicators(symbol, type=polaris_type, range=range_param) + else: + # Unknown indicator — return an error rather than silently falling back + # to client.technicals() which returns a different structure + return ( + f"Unknown indicator '{indicator}' for {symbol}. " + f"Supported: {', '.join(sorted(known_types))}" + ) + except Exception as e: + return f"Error fetching indicators for {symbol}: {e}" + + values = data.get("values", []) + + lines = [ + f"# Technical Indicator: {indicator} for {symbol.upper()}", + f"# Source: Polaris Knowledge API", + f"# Period: {range_param} | Data points: {len(values) if isinstance(values, list) else 'N/A'}", + "", + ] + + if isinstance(values, list) and values: + first = values[0] + if "value" in first: + lines.append("Date,Value") + lines.extend(f"{v['date']},{v.get('value', '')}" for v in values) + elif "macd" in first: + lines.append("Date,MACD,Signal,Histogram") + lines.extend(f"{v['date']},{v.get('macd', '')},{v.get('signal', '')},{v.get('histogram', '')}" for v in values) + elif "upper" in first: + lines.append("Date,Upper,Middle,Lower") + lines.extend(f"{v['date']},{v.get('upper', '')},{v.get('middle', '')},{v.get('lower', '')}" for v in values) + elif "k" in first: + lines.append("Date,K,D") + lines.extend(f"{v['date']},{v.get('k', '')},{v.get('d', '')}" for v in values) + else: + keys = list(first.keys()) + lines.append(",".join(keys)) + lines.extend(",".join(str(v.get(k, '')) for k in keys) for v in values) + elif isinstance(values, dict): + for k, v in values.items(): + lines.append(f"{k}: {v}") + else: + lines.append("No indicator data available") + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + +# --------------------------------------------------------------------------- +# Fundamental Data +# --------------------------------------------------------------------------- + +def _get_financials_cached(symbol: str) -> dict: + """Shared cached financials fetch — used by fundamentals, balance_sheet, cashflow, income_statement.""" + cache_key = f"financials_raw:{symbol}" + cached = _cached(cache_key) + if cached: + return cached + client = _get_client() + data = client.financials(symbol) + _set_cache(cache_key, data) + return data + + +def get_fundamentals( + symbol: Annotated[str, "ticker symbol of the company"], +) -> str: + """Fetch company fundamentals from Polaris (via Yahoo Finance quoteSummary).""" + cache_key = f"fundamentals:{symbol}" + cached = _cached(cache_key) + if cached: + return cached + + try: + data = _get_financials_cached(symbol) + except Exception as e: + return f"Error fetching fundamentals for {symbol}: {e}" + + lines = [ + f"# Company Fundamentals: {data.get('company_name', symbol)}", + f"# Source: Polaris Knowledge API", + "", + f"Sector: {_safe_get(data, 'sector')}", + f"Industry: {_safe_get(data, 'industry')}", + f"Market Cap: {_safe_get(data, 'market_cap_formatted')}", + f"P/E Ratio: {_safe_get(data, 'pe_ratio')}", + f"Forward P/E: {_safe_get(data, 'forward_pe')}", + f"EPS: {_safe_get(data, 'eps')}", + f"Revenue: {_safe_get(data, 'revenue_formatted')}", + f"EBITDA: {_safe_get(data, 'ebitda_formatted')}", + f"Profit Margin: {_safe_get(data, 'profit_margin')}", + f"Debt/Equity: {_safe_get(data, 'debt_to_equity')}", + f"ROE: {_safe_get(data, 'return_on_equity')}", + f"Beta: {_safe_get(data, 'beta')}", + f"52-Week High: {_safe_get(data, 'fifty_two_week_high')}", + f"52-Week Low: {_safe_get(data, 'fifty_two_week_low')}", + ] + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + +def get_balance_sheet( + symbol: Annotated[str, "ticker symbol of the company"], +) -> str: + """Fetch balance sheet from Polaris.""" + cache_key = f"balance_sheet:{symbol}" + cached = _cached(cache_key) + if cached: + return cached + + try: + data = _get_financials_cached(symbol) + except Exception as e: + return f"Error fetching balance sheet for {symbol}: {e}" + + sheets = data.get("balance_sheets", []) + lines = [ + f"# Balance Sheet: {symbol.upper()}", + f"# Source: Polaris Knowledge API", + "", + "Date,Total Assets,Total Liabilities,Total Equity", + ] + lines.extend(f"{s['date']},{s['total_assets']},{s['total_liabilities']},{s['total_equity']}" for s in sheets) + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + +def get_cashflow( + symbol: Annotated[str, "ticker symbol of the company"], +) -> str: + """Fetch cash flow data from Polaris.""" + cache_key = f"cashflow:{symbol}" + cached = _cached(cache_key) + if cached: + return cached + + try: + data = _get_financials_cached(symbol) + except Exception as e: + return f"Error fetching cashflow for {symbol}: {e}" + + statements = data.get("cash_flow_statements", []) + lines = [ + f"# Cash Flow: {symbol.upper()}", + f"# Source: Polaris Knowledge API", + "", + ] + if statements: + lines.append("Date,Operating Cash Flow,Capital Expenditure,Free Cash Flow") + lines.extend( + f"{s.get('date', '')},{s.get('operating_cash_flow', '')},{s.get('capital_expenditure', '')},{s.get('free_cash_flow', '')}" + for s in statements + ) + else: + lines.append(f"Free Cash Flow: {_safe_get(data, 'free_cash_flow')}") + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + +def get_income_statement( + symbol: Annotated[str, "ticker symbol of the company"], +) -> str: + """Fetch income statement from Polaris.""" + cache_key = f"income_stmt:{symbol}" + cached = _cached(cache_key) + if cached: + return cached + + try: + data = _get_financials_cached(symbol) + except Exception as e: + return f"Error fetching income statement for {symbol}: {e}" + + stmts = data.get("income_statements", []) + lines = [ + f"# Income Statement: {symbol.upper()}", + f"# Source: Polaris Knowledge API", + "", + "Date,Revenue,Net Income,Gross Profit", + ] + lines.extend(f"{s['date']},{s['revenue']},{s['net_income']},{s['gross_profit']}" for s in stmts) + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + +# --------------------------------------------------------------------------- +# News & Intelligence (Polaris advantage — sentiment-scored, not raw headlines) +# --------------------------------------------------------------------------- + +def _format_brief_detail(b, lines: list) -> None: + """Format a single brief into output lines (shared by get_news).""" + prov = _safe_get(b, "provenance", {}) + if not isinstance(prov, dict): + prov = {} + lines.append(f"--- Brief: {_safe_get(b, 'id', '')} ---") + lines.append(f"Date: {_safe_get(b, 'published_at', '')}") + lines.append(f"Headline: {_safe_get(b, 'headline', '')}") + lines.append(f"Summary: {_safe_get(b, 'summary', '')}") + lines.append(f"Category: {_safe_get(b, 'category', '')}") + lines.append(f"Confidence: {_safe_get(prov, 'confidence_score')}") + lines.append(f"Bias Score: {_safe_get(prov, 'bias_score')}") + lines.append(f"Review Status: {_safe_get(prov, 'review_status')}") + lines.append(f"Sentiment: {_safe_get(b, 'sentiment')}") + lines.append(f"Impact Score: {_safe_get(b, 'impact_score')}") + + entities = _safe_get(b, "entities_enriched", []) + if isinstance(entities, list) and entities: + ent_str = ", ".join( + f"{_safe_get(e, 'name', '?')}({_safe_get(e, 'sentiment_score', '?')})" + for e in entities[:5] + ) + lines.append(f"Entities: {ent_str}") + + ca = _safe_get(b, "counter_argument", None) + if ca and ca != 'N/A': + lines.append(f"Counter-Argument: {str(ca)[:200]}...") + + lines.append("") + + +def get_news( + symbol: Annotated[str, "ticker symbol of the company"], + start_date: Annotated[str, "Start date in yyyy-mm-dd format"], + end_date: Annotated[str, "End date in yyyy-mm-dd format"], +) -> str: + """Fetch sentiment-scored intelligence briefs from Polaris. + + Unlike raw news feeds, each brief includes: + - Confidence score (0-1) + - Bias score and direction + - Counter-arguments + - Entity-level sentiment (-1.0 to +1.0) + """ + cache_key = f"news:{symbol}:{start_date}:{end_date}" + cached = _cached(cache_key) + if cached: + return cached + + client = _get_client() + try: + data = client.search(symbol, per_page=20, from_date=start_date, to_date=end_date) + briefs = _extract_briefs(data) + except Exception as e: + return f"Error fetching news for {symbol}: {e}" + if not briefs: + return f"No intelligence briefs found for {symbol} between {start_date} and {end_date}" + + lines = [ + f"# Intelligence Briefs for {symbol.upper()} ({start_date} to {end_date})", + f"# Source: Polaris Knowledge API (sentiment-scored, bias-analyzed)", + f"# Total: {len(briefs)} briefs", + "", + ] + + for b in briefs: + _format_brief_detail(b, lines) + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + +def get_global_news( + start_date: Annotated[str, "Start date in yyyy-mm-dd format"], + end_date: Annotated[str, "End date in yyyy-mm-dd format"], +) -> str: + """Fetch global intelligence feed from Polaris with sentiment and bias scoring.""" + cache_key = f"global_news:{start_date}:{end_date}" + cached = _cached(cache_key) + if cached: + return cached + + client = _get_client() + try: + data = client.feed(per_page=20, from_date=start_date, to_date=end_date) + briefs = _extract_briefs(data) + except Exception as e: + return f"Error fetching global news: {e}" + + if not briefs: + return f"No intelligence briefs found between {start_date} and {end_date}" + + lines = [ + f"# Global Intelligence Feed ({start_date} to {end_date})", + f"# Source: Polaris Knowledge API", + f"# Briefs: {len(briefs)}", + "", + ] + + for b in briefs: + prov = _safe_get(b, "provenance", {}) + if not isinstance(prov, dict): + prov = {} + pub = str(_safe_get(b, 'published_at', ''))[:10] + lines.append( + f"[{pub}] [{_safe_get(b, 'category', '')}] " + f"{_safe_get(b, 'headline', '')} " + f"(confidence={_safe_get(prov, 'confidence_score')}, " + f"bias={_safe_get(prov, 'bias_score')}, " + f"sentiment={_safe_get(b, 'sentiment')})" + ) + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + +def get_sec_filings( + symbol: Annotated[str, "ticker symbol of the company"], +) -> str: + """Fetch SEC EDGAR earnings filings (8-K, 10-Q, 10-K) via Polaris.""" + cache_key = f"sec_filings:{symbol}" + cached = _cached(cache_key) + if cached: + return cached + + client = _get_client() + try: + data = client.transcripts(symbol, days=365) + except Exception as e: + return f"Error fetching filings for {symbol}: {e}" + + filings = data.get("filings", []) + lines = [ + f"# SEC Filings for {symbol.upper()}", + f"# Source: Polaris Knowledge API (SEC EDGAR)", + "", + "Date,Form,Description,URL", + ] + lines.extend( + f"{_safe_get(f, 'date', '')},{_safe_get(f, 'form', '')},{_safe_get(f, 'description', '')},{_safe_get(f, 'filing_url', '')}" + for f in filings[:20] + ) + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + + +# --------------------------------------------------------------------------- +# Polaris-Exclusive: Sentiment & Trading Signals +# (Complements price/fundamental data from yfinance and Alpha Vantage) +# --------------------------------------------------------------------------- + +def get_sentiment_score( + symbol: Annotated[str, "ticker symbol of the company"], +) -> str: + """Get composite trading signal from Polaris. + + Returns a multi-factor score combining: + - Sentiment (40% weight) + - Momentum (25% weight) + - Coverage velocity (20% weight) + - Event proximity (15% weight) + + Polaris-exclusive: complements price data from other vendors with intelligence signals. + """ + cache_key = f"sentiment:{symbol}" + cached = _cached(cache_key) + if cached: + return cached + + client = _get_client() + try: + data = client.ticker_score(symbol) + except Exception as e: + return f"Error fetching sentiment score for {symbol}: {e}" + + components = _safe_get(data, "components", {}) + sent = _safe_get(components, "sentiment", {}) + mom = _safe_get(components, "momentum", {}) + vol = _safe_get(components, "volume", {}) + evt = _safe_get(components, "events", {}) + + lines = [ + f"# Composite Trading Signal: {symbol.upper()}", + f"# Source: Polaris Knowledge API", + "", + f"Signal: {_safe_get(data, 'signal')}", + f"Composite Score: {_safe_get(data, 'composite_score')}", + "", + f"Sentiment (40%): current_24h={_safe_get(sent, 'current_24h')}, week_avg={_safe_get(sent, 'week_avg')}", + f"Momentum (25%): {_safe_get(mom, 'direction')} (value={_safe_get(mom, 'value')})", + f"Volume (20%): {_safe_get(vol, 'briefs_24h')} briefs/24h, velocity={_safe_get(vol, 'velocity_change_pct')}%", + f"Events (15%): {_safe_get(evt, 'count_7d')} events, latest={_safe_get(evt, 'latest_type')}", + ] + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + +def get_sector_analysis( + symbol: Annotated[str, "ticker symbol of the company"], +) -> str: + """Get competitor intelligence — same-sector peers with live price, RSI, sentiment, and news coverage. + + Polaris-exclusive: complements price data from other vendors with intelligence signals. + """ + cache_key = f"sector_analysis:{symbol}" + cached = _cached(cache_key) + if cached: + return cached + + client = _get_client() + try: + data = client.competitors(symbol) + except Exception as e: + return f"Error fetching sector analysis for {symbol}: {e}" + + peers = data.get("competitors", []) + lines = [ + f"# Sector & Peer Analysis: {symbol.upper()} ({_safe_get(data, 'sector')})", + f"# Source: Polaris Knowledge API", + f"# Peers: {len(peers)}", + "", + "Ticker,Name,Price,Change%,RSI(14),Sentiment_7d,Briefs_7d,Signal", + ] + + for c in peers: + lines.append( + f"{_safe_get(c, 'ticker')},{_safe_get(c, 'entity_name')}," + f"{_safe_get(c, 'price')},{_safe_get(c, 'change_pct', '')}," + f"{_safe_get(c, 'rsi_14')},{_safe_get(c, 'sentiment_7d')}," + f"{_safe_get(c, 'briefs_7d')},{_safe_get(c, 'signal', 'N/A')}" + ) + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + +def get_news_impact( + symbol: Annotated[str, "ticker symbol of the company"], +) -> str: + """Measure how news moved the stock price — brief-to-price causation analysis. + + Polaris-exclusive: complements price data from other vendors with intelligence signals. + """ + cache_key = f"impact:{symbol}" + cached = _cached(cache_key) + if cached: + return cached + + client = _get_client() + try: + data = client.news_impact(symbol) + except Exception as e: + return f"Error fetching news impact for {symbol}: {e}" + + best = data.get("best_impact", {}) or {} + worst = data.get("worst_impact", {}) or {} + + lines = [ + f"# News Impact Analysis: {symbol.upper()}", + f"# Source: Polaris Knowledge API", + "", + f"Briefs Analyzed: {_safe_get(data, 'briefs_analyzed', 0)}", + f"Avg 1-Day Impact: {_safe_get(data, 'avg_impact_1d_pct')}%", + f"Avg 3-Day Impact: {_safe_get(data, 'avg_impact_3d_pct')}%", + "", + ] + + if best: + lines.append(f"Best Impact: {_safe_get(best, 'headline', '')[:60]} (+{_safe_get(best, 'impact_1d_pct')}%)") + if worst: + lines.append(f"Worst Impact: {_safe_get(worst, 'headline', '')[:60]} ({_safe_get(worst, 'impact_1d_pct')}%)") + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result + + +# --------------------------------------------------------------------------- +# Polaris-Exclusive: Technical Analysis +# (Complements price/fundamental data from yfinance and Alpha Vantage) +# --------------------------------------------------------------------------- + +def get_technicals( + symbol: Annotated[str, "ticker symbol of the company"], +) -> str: + """Get full technical analysis with 20 indicators and buy/sell/neutral signal. + + Returns all indicators at once: SMA, EMA, RSI, MACD, Bollinger, ATR, + Stochastic, ADX, OBV, VWAP, Williams %R, CCI, MFI, ROC, and more. + Includes a composite signal summary with buy/sell/neutral recommendation. + + Polaris-exclusive: complements price data from other vendors with intelligence signals. + """ + cache_key = f"technicals:{symbol}" + cached = _cached(cache_key) + if cached: + return cached + + client = _get_client() + try: + data = client.technicals(symbol, range="6mo") + except Exception as e: + return f"Error fetching technicals for {symbol}: {e}" + + latest = data.get("latest", {}) or {} + signal = data.get("signal_summary", {}) or {} + macd = latest.get("macd", {}) or {} + boll = latest.get("bollinger", {}) or {} + stoch = latest.get("stochastic", {}) or {} + + lines = [ + f"# Technical Analysis: {symbol.upper()}", + f"# Source: Polaris Knowledge API (20 indicators)", + "", + f"Signal: {_safe_get(signal, 'overall', 'N/A').upper()}", + f"Buy signals: {_safe_get(signal, 'buy_count', 0)} | Sell signals: {_safe_get(signal, 'sell_count', 0)} | Neutral: {_safe_get(signal, 'neutral_count', 0)}", + "", + f"Price: {_safe_get(latest, 'price')}", + f"RSI(14): {_safe_get(latest, 'rsi_14')}", + f"MACD: {_safe_get(macd, 'macd')} (signal={_safe_get(macd, 'signal')}, hist={_safe_get(macd, 'histogram')})", + f"SMA(20): {_safe_get(latest, 'sma_20')} | SMA(50): {_safe_get(latest, 'sma_50')}", + f"EMA(12): {_safe_get(latest, 'ema_12')} | EMA(26): {_safe_get(latest, 'ema_26')}", + f"Bollinger: upper={_safe_get(boll, 'upper')}, middle={_safe_get(boll, 'middle')}, lower={_safe_get(boll, 'lower')}", + f"ATR(14): {_safe_get(latest, 'atr_14')}", + f"Stochastic: K={_safe_get(stoch, 'k')}, D={_safe_get(stoch, 'd')}", + f"ADX(14): {_safe_get(latest, 'adx_14')}", + f"Williams %R(14): {_safe_get(latest, 'williams_r_14')}", + f"CCI(20): {_safe_get(latest, 'cci_20')}", + f"MFI(14): {_safe_get(latest, 'mfi_14')}", + f"ROC(12): {_safe_get(latest, 'roc_12')}", + f"OBV: {_safe_get(latest, 'obv')}", + f"VWAP: {_safe_get(latest, 'vwap')}", + ] + + result = "\n".join(lines) + "\n" + _set_cache(cache_key, result) + return result diff --git a/tradingagents/default_config.py b/tradingagents/default_config.py index a9b75e4b..0cf9ac17 100644 --- a/tradingagents/default_config.py +++ b/tradingagents/default_config.py @@ -25,13 +25,15 @@ DEFAULT_CONFIG = { # Data vendor configuration # Category-level configuration (default for all tools in category) "data_vendors": { - "core_stock_apis": "yfinance", # Options: alpha_vantage, yfinance - "technical_indicators": "yfinance", # Options: alpha_vantage, yfinance - "fundamental_data": "yfinance", # Options: alpha_vantage, yfinance - "news_data": "yfinance", # Options: alpha_vantage, yfinance + "core_stock_apis": "yfinance", # Options: alpha_vantage, yfinance, polaris + "technical_indicators": "yfinance", # Options: alpha_vantage, yfinance, polaris + "fundamental_data": "yfinance", # Options: alpha_vantage, yfinance, polaris + "news_data": "yfinance", # Options: alpha_vantage, yfinance, polaris + "sentiment_analysis": "polaris", # Polaris-exclusive: trading signals, sector analysis, news impact }, # Tool-level configuration (takes precedence over category-level) "tool_vendors": { # Example: "get_stock_data": "alpha_vantage", # Override category default + # Example: "get_news": "polaris", # Use Polaris for sentiment-scored news }, }