Add a widget for the transformed data
This commit is contained in:
Jenit Jain
parent
0530d0c840
commit
abf813d8d2
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@ -3,7 +3,7 @@ __pycache__/
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.DS_Store
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*.csv
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# src/
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eval_results/
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# eval_results/
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eval_data/
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*.egg-info/
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.env
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File diff suppressed because one or more lines are too long
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@ -10,15 +10,16 @@
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},
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{
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"cell_type": "code",
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"execution_count": null,
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"execution_count": 1,
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"id": "b6517669",
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"metadata": {},
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"outputs": [],
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"source": [
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"import os\n",
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"import sys\n",
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"import json\n",
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"\n",
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"sys.path.insert(0, os.path.abspath('..'))\n"
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"sys.path.insert(0, os.path.abspath('..'))"
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]
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},
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{
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@ -31,6 +32,765 @@
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"import tradingagents"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 35,
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"id": "0f0abc48",
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"metadata": {},
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"outputs": [],
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"source": [
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"import json\n",
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"import os\n",
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"import re\n",
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"from datetime import datetime\n",
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"from typing import Dict, Any, List, Optional\n",
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"from dataclasses import dataclass\n",
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"import openai\n",
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"from pathlib import Path\n",
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"\n",
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"@dataclass\n",
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"class TransformationConfig:\n",
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" \"\"\"Configuration for the data transformation agent\"\"\"\n",
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" openai_api_key: str\n",
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" model: str = \"gpt-4o-mini\"\n",
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" eval_results_path: str = \"scripts/eval_results/AVAH/TradingAgentsStrategy_logs\"\n",
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" output_path: str = \"scripts/eval_results/AVAH/TradingAgentsStrategy_transformed_logs\"\n",
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" backend_url: str = \"https://api.openai.com/v1\"\n",
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" \n",
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"class DataTransformationAgent:\n",
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" \"\"\"Agent that transforms TradingAgents output into widget-friendly JSON format\"\"\"\n",
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" \n",
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" def __init__(self, config: TransformationConfig):\n",
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" self.config = config\n",
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" self.client = openai.OpenAI(\n",
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" api_key=config.openai_api_key,\n",
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" base_url=config.backend_url\n",
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" )\n",
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" \n",
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" # Ensure output directory exists\n",
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" os.makedirs(self.config.output_path, exist_ok=True)\n",
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" \n",
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" def get_transformation_prompt(self) -> str:\n",
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" \"\"\"Returns the comprehensive transformation prompt\"\"\"\n",
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" return \"\"\"\n",
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"You are a data transformation specialist. Take the provided investment analysis JSON and restructure it into a widget-friendly format that separates visual data from text content for easy frontend consumption.\n",
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"\n",
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"## Input Format\n",
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"The input JSON contains investment analysis data with the following structure:\n",
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"- `company_of_interest`: Stock ticker\n",
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"- `trade_date`: Analysis date\n",
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"- `market_report`: Technical analysis text\n",
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"- `sentiment_report`: Company sentiment analysis text\n",
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"- `news_report`: Macroeconomic news text\n",
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"- `fundamentals_report`: Financial metrics and company data text\n",
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"- `investment_debate_state`: Object containing bull/bear/neutral arguments\n",
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"- `risk_debate_state`: Object containing risk analysis discussions\n",
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"- `investment_plan`: Final investment strategy text\n",
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"- `trader_investment_decision`: Final decision rationale text\n",
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"- `final_trade_decision`: Ultimate trade recommendation text\n",
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"\n",
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"## Output Requirements\n",
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"Transform the input into a structured JSON with the following sections:\n",
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"\n",
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"### 1. Widget Data Structure\n",
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"```json\n",
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"{\n",
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" \"metadata\": {\n",
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" \"company_ticker\": \"string\",\n",
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" \"company_name\": \"string\", \n",
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" \"analysis_date\": \"YYYY-MM-DD\",\n",
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" \"final_recommendation\": \"BUY|SELL|HOLD\",\n",
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" \"confidence_level\": \"HIGH|MEDIUM|LOW\"\n",
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" },\n",
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" \n",
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" \"financial_data\": {\n",
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" \"current_price\": number,\n",
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" \"price_change\": number,\n",
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" \"price_change_percent\": number,\n",
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" \"market_cap\": \"string\",\n",
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" \"enterprise_value\": \"string\",\n",
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" \"shares_outstanding\": \"string\",\n",
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" \"trading_range\": {\n",
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" \"high\": number,\n",
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" \"low\": number,\n",
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" \"open\": number\n",
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" },\n",
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" \"volume\": number,\n",
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" \"valuation_ratios\": {\n",
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" \"current_ps_ratio\": number,\n",
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" \"fair_value_ps_ratio\": number,\n",
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" \"forward_pe\": number,\n",
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" \"forward_ps\": number,\n",
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" \"forward_pcf\": number,\n",
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" \"forward_pocf\": number\n",
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" },\n",
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" \"ownership\": {\n",
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" \"insider_percent\": number,\n",
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" \"institutional_percent\": number\n",
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" },\n",
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" \"analyst_data\": {\n",
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" \"consensus_rating\": \"string\",\n",
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" \"price_target\": number,\n",
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" \"forecast_price\": number\n",
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" }\n",
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" },\n",
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"\n",
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" \"technical_indicators\": {\n",
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" \"sma_50\": number,\n",
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" \"sma_200\": number,\n",
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" \"ema_10\": number,\n",
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" \"macd\": number,ticker\n",
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" \"macd_signal\": number,\n",
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" \"rsi\": number,\n",
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" \"atr\": number,\n",
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" \"trend_directions\": {\n",
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" \"sma_50\": \"BULLISH|BEARISH|NEUTRAL\",\n",
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" \"sma_200\": \"BULLISH|BEARISH|NEUTRAL\",\n",
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" \"ema_10\": \"BULLISH|BEARISH|NEUTRAL\",\n",
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" \"macd\": \"BULLISH|BEARISH|NEUTRAL\",\n",
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" \"rsi_condition\": \"OVERSOLD|OVERBOUGHT|NEUTRAL\"\n",
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" }\n",
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" },\n",
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"\n",
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" \"investment_strategy\": {\n",
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" \"position_sizing\": {\n",
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" \"total_allocation_percent\": \"string\",\n",
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" \"entry_strategy\": \"string\",\n",
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" \"tranche_1_percent\": \"string\",\n",
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" \"tranche_2_percent\": \"string\"\n",
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" },\n",
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" \"risk_management\": {\n",
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" \"initial_stop_loss\": number,\n",
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" \"stop_loss_percent\": number,\n",
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" \"breakeven_strategy\": \"string\"\n",
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" },\n",
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" \"profit_targets\": [\n",
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" {\n",
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" \"target_price\": number,\n",
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" \"action\": \"string\",\n",
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" \"rationale\": \"string\"\n",
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" }\n",
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" ],\n",
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" \"monitoring_points\": [\n",
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" \"string\"\n",
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" ]\n",
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" },\n",
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"\n",
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" \"debate_summary\": {\n",
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" \"bull_key_points\": [\n",
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" \"string\"\n",
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" ],\n",
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" \"bear_key_points\": [\n",
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" \"string\"\n",
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" ],\n",
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" \"neutral_perspective\": \"string\",\n",
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" \"final_decision_rationale\": \"string\"\n",
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" },\n",
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"\n",
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" \"text_content\": {\n",
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" \"market_report\": {\n",
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" \"title\": \"Technical Analysis Report\",\n",
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" \"content\": \"string\",\n",
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" \"key_takeaways\": [\n",
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" \"string\"\n",
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" ]\n",
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" },\n",
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" \"sentiment_report\": {\n",
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" \"title\": \"Company Sentiment Analysis\", \n",
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" \"content\": \"string\",\n",
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" \"recent_developments\": [\n",
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" \"string\"\n",
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" ]\n",
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" },\n",
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" \"fundamentals_report\": {\n",
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" \"title\": \"Fundamental Analysis\",\n",
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" \"content\": \"string\",\n",
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" \"financial_highlights\": [\n",
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" \"string\"\n",
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" ]\n",
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" },\n",
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" \"news_report\": {\n",
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" \"title\": \"Macroeconomic Context\",\n",
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" \"content\": \"string\",\n",
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" \"key_developments\": [\n",
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" {\n",
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" \"date\": \"string\",\n",
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" \"event\": \"string\",\n",
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" \"impact\": \"string\"\n",
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" }\n",
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" ]\n",
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" },\n",
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" \"investment_plan_full\": {\n",
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" \"title\": \"Complete Investment Strategy\",\n",
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" \"content\": \"string\"\n",
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" },\n",
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" \"debate_transcripts\": {\n",
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" \"bull_analysis\": \"string\",\n",
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" \"bear_analysis\": \"string\",\n",
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" \"neutral_analysis\": \"string\",\n",
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" \"risk_discussion\": \"string\"\n",
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" }\n",
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" },\n",
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"\n",
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" \"widgets_config\": {\n",
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" \"charts_needed\": [\n",
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" {\n",
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" \"type\": \"price_chart\",\n",
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" \"data_source\": \"financial_data.current_price\",\n",
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" \"timeframe\": \"30_days\"\n",
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" },\n",
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" {\n",
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" \"type\": \"technical_indicators\",\n",
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" \"data_source\": \"technical_indicators\"\n",
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" }\n",
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" ],\n",
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" \"text_widgets\": [\n",
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" {\n",
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" \"type\": \"expandable_report\",\n",
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" \"title\": \"Technical Analysis\",\n",
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" \"content_source\": \"text_content.market_report\"\n",
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" }\n",
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" ]\n",
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" }\n",
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"}\n",
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"```\n",
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"\n",
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"## Extraction Instructions\n",
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"\n",
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"1. **Parse Financial Metrics**: Extract all numerical values from the fundamentals_report, including current price, ratios, market cap, etc.\n",
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"\n",
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"2. **Extract Technical Data**: Pull technical indicator values and trend directions from the market_report text\n",
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"\n",
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"3. **Summarize Debates**: Create concise bullet points from the lengthy bull/bear arguments, focusing on key investment themes\n",
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"\n",
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"4. **Structure Investment Plan**: Break down the investment strategy into actionable components (sizing, entry price,stops, targets, time horizon)\n",
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"\n",
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"5. **Organize Text Content**: Preserve full text reports while also extracting key highlights for quick reference\n",
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"\n",
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"6. **Identify Key Dates**: Extract important dates like earnings calls, trade dates, and catalyst events\n",
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"\n",
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"7. **Classify Sentiment**: Determine overall sentiment scores and confidence levels based on the analysis\n",
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"\n",
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"## Data Validation\n",
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"- Ensure all numerical values are properly typed (numbers vs strings)\n",
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"- Validate date formats are consistent\n",
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"- Check that all required fields are populated\n",
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"- Verify that text content is properly escaped for JSON\n",
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"\n",
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"## Output Optimization\n",
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"- Structure data for easy consumption by frontend frameworks (React, Vue, Angular)\n",
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"- Separate frequently-accessed data (current price, recommendation) from detailed reports\n",
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"- Include metadata for widget configuration and rendering preferences\n",
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"- Provide fallback values for any missing data points\n",
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"\n",
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"Transform the input JSON following this structure to create a comprehensive, widget-ready dataset that maintains all original information while making it easily accessible for dashboard creation.\n",
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"\n",
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"IMPORTANT: Return ONLY the transformed JSON, no additional text or explanations.\n",
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"\"\"\"\n",
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"\n",
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" def extract_numerical_value(self, text: str, pattern: str, default: float = 0.0) -> float:\n",
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" \"\"\"Extract numerical values from text using regex patterns\"\"\"\n",
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" try:\n",
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" match = re.search(pattern, text, re.IGNORECASE)\n",
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" if match:\n",
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" value_str = match.group(1).replace(',', '').replace('$', '').replace('%', '')\n",
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" return float(value_str)\n",
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" except (ValueError, AttributeError):\n",
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" pass\n",
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" return default\n",
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"\n",
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" def transform_single_file(self, input_data: Dict[str, Any]) -> Dict[str, Any]:\n",
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" \"\"\"Transform a single TradingAgents JSON file using LLM\"\"\"\n",
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" try:\n",
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" # Prepare the input data as a JSON string\n",
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" input_json = json.dumps(input_data, indent=2)\n",
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" \n",
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" # Create the prompt with the input data\n",
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" full_prompt = f\"{self.get_transformation_prompt()}\\n\\nInput JSON to transform:\\n{input_json}\"\n",
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" \n",
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" # Call OpenAI API\n",
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" response = self.client.chat.completions.create(\n",
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" model=self.config.model,\n",
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" messages=[\n",
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" {\"role\": \"system\", \"content\": \"You are a data transformation specialist. Transform the provided JSON exactly as specified.\"},\n",
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" {\"role\": \"user\", \"content\": full_prompt}\n",
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" ],\n",
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" temperature=0.1,\n",
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" max_tokens=16384\n",
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" )\n",
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" \n",
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" # Parse the response\n",
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" transformed_json_str = response.choices[0].message.content.strip()\n",
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" \n",
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" # Clean up the response (remove any markdown formatting)\n",
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" if transformed_json_str.startswith('```json'):\n",
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" transformed_json_str = transformed_json_str[7:]\n",
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" if transformed_json_str.endswith('```'):\n",
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" transformed_json_str = transformed_json_str[:-3]\n",
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" \n",
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" transformed_data = json.loads(transformed_json_str)\n",
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" \n",
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" # Add fallback values if transformation missed anything\n",
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" self._add_fallback_values(transformed_data, input_data)\n",
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" \n",
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" \n",
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" except Exception as e:\n",
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" print(f\"Error transforming data: {e}\")\n",
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" # Return a basic fallback structure\n",
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" transformed_data = self._create_fallback_structure(input_data)\n",
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" \n",
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" return transformed_data\n",
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" \n",
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" def _add_fallback_values(self, transformed_data: Dict[str, Any], original_data: Dict[str, Any]):\n",
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" \"\"\"Add fallback values for any missing required fields\"\"\"\n",
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" \n",
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" # Ensure metadata exists\n",
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" if 'metadata' not in transformed_data:\n",
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" transformed_data['metadata'] = {}\n",
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" \n",
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" metadata = transformed_data['metadata']\n",
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" if 'company_ticker' not in metadata:\n",
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" metadata['company_ticker'] = original_data.get('company_of_interest', 'UNKNOWN')\n",
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" if 'analysis_date' not in metadata:\n",
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" metadata['analysis_date'] = original_data.get('trade_date', datetime.now().strftime('%Y-%m-%d'))\n",
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" if 'final_recommendation' not in metadata:\n",
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" metadata['final_recommendation'] = 'HOLD'\n",
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" if 'confidence_level' not in metadata:\n",
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" metadata['confidence_level'] = 'MEDIUM'\n",
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"\n",
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" # Ensure all required sections exist\n",
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" required_sections = [\n",
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" 'financial_data', 'technical_indicators', 'investment_strategy',\n",
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" 'debate_summary', 'text_content', 'widgets_config'\n",
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" ]\n",
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" \n",
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" for section in required_sections:\n",
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" if section not in transformed_data:\n",
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" transformed_data[section] = {}\n",
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"\n",
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" def _create_fallback_structure(self, original_data: Dict[str, Any]) -> Dict[str, Any]:\n",
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" \"\"\"Create a basic fallback structure when transformation fails\"\"\"\n",
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" return {\n",
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" \"metadata\": {\n",
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" \"company_ticker\": original_data.get('company_of_interest', 'UNKNOWN'),\n",
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" \"company_name\": original_data.get('company_of_interest', 'Unknown Company'),\n",
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" \"analysis_date\": original_data.get('trade_date', datetime.now().strftime('%Y-%m-%d')),\n",
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" \"final_recommendation\": \"HOLD\",\n",
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" \"confidence_level\": \"LOW\"\n",
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" },\n",
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" \"financial_data\": {\n",
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" \"current_price\": 0.0,\n",
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" \"price_change\": 0.0,\n",
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" \"price_change_percent\": 0.0,\n",
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" \"market_cap\": \"N/A\",\n",
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" \"enterprise_value\": \"N/A\",\n",
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" \"shares_outstanding\": \"N/A\",\n",
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" \"trading_range\": {\"high\": 0.0, \"low\": 0.0, \"open\": 0.0},\n",
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" \"volume\": 0,\n",
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" \"valuation_ratios\": {\n",
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" \"current_ps_ratio\": 0.0,\n",
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" \"fair_value_ps_ratio\": 0.0,\n",
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" \"forward_pe\": 0.0,\n",
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" \"forward_ps\": 0.0,\n",
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" \"forward_pcf\": 0.0,\n",
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" \"forward_pocf\": 0.0\n",
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" },\n",
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" \"ownership\": {\"insider_percent\": 0.0, \"institutional_percent\": 0.0},\n",
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" \"analyst_data\": {\n",
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" \"consensus_rating\": \"N/A\",\n",
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" \"price_target\": 0.0,\n",
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" \"forecast_price\": 0.0\n",
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" }\n",
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" },\n",
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" \"technical_indicators\": {\n",
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" \"sma_50\": 0.0,\n",
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" \"sma_200\": 0.0,\n",
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" \"ema_10\": 0.0,\n",
|
||||
" \"macd\": 0.0,\n",
|
||||
" \"macd_signal\": 0.0,\n",
|
||||
" \"rsi\": 50.0,\n",
|
||||
" \"atr\": 0.0,\n",
|
||||
" \"trend_directions\": {\n",
|
||||
" \"sma_50\": \"NEUTRAL\",\n",
|
||||
" \"sma_200\": \"NEUTRAL\",\n",
|
||||
" \"ema_10\": \"NEUTRAL\",\n",
|
||||
" \"macd\": \"NEUTRAL\",\n",
|
||||
" \"rsi_condition\": \"NEUTRAL\"\n",
|
||||
" }\n",
|
||||
" },\n",
|
||||
" \"investment_strategy\": {\n",
|
||||
" \"position_sizing\": {\n",
|
||||
" \"total_allocation_percent\": \"0%\",\n",
|
||||
" \"entry_strategy\": \"N/A\",\n",
|
||||
" \"tranche_1_percent\": \"0%\",\n",
|
||||
" \"tranche_2_percent\": \"0%\"\n",
|
||||
" },\n",
|
||||
" \"risk_management\": {\n",
|
||||
" \"initial_stop_loss\": 0.0,\n",
|
||||
" \"stop_loss_percent\": 0.0,\n",
|
||||
" \"breakeven_strategy\": \"N/A\"\n",
|
||||
" },\n",
|
||||
" \"profit_targets\": [],\n",
|
||||
" \"monitoring_points\": []\n",
|
||||
" },\n",
|
||||
" \"debate_summary\": {\n",
|
||||
" \"bull_key_points\": [],\n",
|
||||
" \"bear_key_points\": [],\n",
|
||||
" \"neutral_perspective\": \"No analysis available\",\n",
|
||||
" \"final_decision_rationale\": \"No decision rationale available\"\n",
|
||||
" },\n",
|
||||
" \"text_content\": {\n",
|
||||
" \"market_report\": {\n",
|
||||
" \"title\": \"Technical Analysis Report\",\n",
|
||||
" \"content\": original_data.get('market_report', 'No market report available'),\n",
|
||||
" \"key_takeaways\": []\n",
|
||||
" },\n",
|
||||
" \"sentiment_report\": {\n",
|
||||
" \"title\": \"Company Sentiment Analysis\",\n",
|
||||
" \"content\": original_data.get('sentiment_report', 'No sentiment report available'),\n",
|
||||
" \"recent_developments\": []\n",
|
||||
" },\n",
|
||||
" \"fundamentals_report\": {\n",
|
||||
" \"title\": \"Fundamental Analysis\",\n",
|
||||
" \"content\": original_data.get('fundamentals_report', 'No fundamentals report available'),\n",
|
||||
" \"financial_highlights\": []\n",
|
||||
" },\n",
|
||||
" \"news_report\": {\n",
|
||||
" \"title\": \"Macroeconomic Context\",\n",
|
||||
" \"content\": original_data.get('news_report', 'No news report available'),\n",
|
||||
" \"key_developments\": []\n",
|
||||
" },\n",
|
||||
" \"investment_plan_full\": {\n",
|
||||
" \"title\": \"Complete Investment Strategy\",\n",
|
||||
" \"content\": original_data.get('investment_plan', 'No investment plan available')\n",
|
||||
" },\n",
|
||||
" \"debate_transcripts\": {\n",
|
||||
" \"bull_analysis\": \"\",\n",
|
||||
" \"bear_analysis\": \"\",\n",
|
||||
" \"neutral_analysis\": \"\",\n",
|
||||
" \"risk_discussion\": \"\"\n",
|
||||
" }\n",
|
||||
" },\n",
|
||||
" \"widgets_config\": {\n",
|
||||
" \"charts_needed\": [\n",
|
||||
" {\"type\": \"price_chart\", \"data_source\": \"financial_data.current_price\", \"timeframe\": \"30_days\"},\n",
|
||||
" {\"type\": \"technical_indicators\", \"data_source\": \"technical_indicators\"}\n",
|
||||
" ],\n",
|
||||
" \"text_widgets\": [\n",
|
||||
" {\"type\": \"expandable_report\", \"title\": \"Technical Analysis\", \"content_source\": \"text_content.market_report\"}\n",
|
||||
" ]\n",
|
||||
" }\n",
|
||||
" }\n",
|
||||
"\n",
|
||||
" def process_all_files(self) -> Dict[str, List[str]]:\n",
|
||||
" \"\"\"Process all JSON files in the eval_results directory\"\"\"\n",
|
||||
" results = {\"success\": [], \"failed\": []}\n",
|
||||
" \n",
|
||||
" eval_results_path = Path(self.config.eval_results_path)\n",
|
||||
" \n",
|
||||
" if not eval_results_path.exists():\n",
|
||||
" print(f\"Eval results path does not exist: {eval_results_path}\")\n",
|
||||
" return results\n",
|
||||
" \n",
|
||||
" # Process each company directory\n",
|
||||
" for company_dir in eval_results_path.iterdir():\n",
|
||||
" if not company_dir.is_dir():\n",
|
||||
" continue\n",
|
||||
" \n",
|
||||
" company_ticker = company_dir.name\n",
|
||||
" logs_dir = company_dir / \"TradingAgentsStrategy_logs\"\n",
|
||||
" transformed_dir = company_dir / \"TradingAgentsStrategy_transformed_logs\"\n",
|
||||
" transformed_dir.mkdir(parents=True, exist_ok=True)\n",
|
||||
" \n",
|
||||
" # Process each JSON file in the logs directory\n",
|
||||
" for json_file in logs_dir.glob(\"*.json\"):\n",
|
||||
" try:\n",
|
||||
" print(f\"Processing {json_file}\")\n",
|
||||
" \n",
|
||||
" # Process the file\n",
|
||||
" success = self.process_single_file(str(json_file), str(transformed_dir))\n",
|
||||
" \n",
|
||||
" if success:\n",
|
||||
" results[\"success\"].append(str(json_file.name))\n",
|
||||
" print(f\"Successfully transformed and saved: {json_file.name}\")\n",
|
||||
" else:\n",
|
||||
" results[\"failed\"].append(str(json_file))\n",
|
||||
" print(f\"Failed to process {json_file}\")\n",
|
||||
" \n",
|
||||
" except Exception as e:\n",
|
||||
" print(f\"Failed to process {json_file}: {e}\")\n",
|
||||
" results[\"failed\"].append(str(json_file))\n",
|
||||
" \n",
|
||||
" return results\n",
|
||||
"\n",
|
||||
" def process_single_file(self, input_file_path: str, output_file_path: str = None) -> bool:\n",
|
||||
" \"\"\"Process a single JSON file\"\"\"\n",
|
||||
" try:\n",
|
||||
" input_path = Path(input_file_path)\n",
|
||||
" \n",
|
||||
" if not input_path.exists():\n",
|
||||
" print(f\"Input file does not exist: {input_path}\")\n",
|
||||
" return False\n",
|
||||
" \n",
|
||||
" # Load the original data\n",
|
||||
" with open(input_path, 'r') as f:\n",
|
||||
" original_data = json.load(f)\n",
|
||||
" \n",
|
||||
" # Transform the data\n",
|
||||
" transformed_data = self.transform_single_file(original_data)\n",
|
||||
" \n",
|
||||
" # Determine output path\n",
|
||||
" if output_file_path is None:\n",
|
||||
" output_file_path = Path(self.config.output_path) / f\"{input_path.stem}_transformed.json\"\n",
|
||||
" else:\n",
|
||||
" output_file_path = Path(output_file_path) / f\"{input_path.stem}_transformed.json\"\n",
|
||||
"\n",
|
||||
" \n",
|
||||
" # Save the transformed data\n",
|
||||
" with open(output_file_path, 'w') as f:\n",
|
||||
" json.dump(transformed_data, f, indent=2)\n",
|
||||
" \n",
|
||||
" print(f\"Successfully transformed and saved: {output_file_path}\")\n",
|
||||
" return True\n",
|
||||
" \n",
|
||||
" except Exception as e:\n",
|
||||
" print(f\"Failed to process {input_file_path}: {e}\")\n",
|
||||
" return False\n"
|
||||
]
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": 18,
|
||||
"id": "ed3a84b1",
|
||||
"metadata": {},
|
||||
"outputs": [],
|
||||
"source": [
|
||||
"os.environ.get(\"OPENAI_API_KEY\")"
|
||||
]
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": 28,
|
||||
"id": "636bea83",
|
||||
"metadata": {},
|
||||
"outputs": [
|
||||
{
|
||||
"data": {
|
||||
"text/plain": [
|
||||
"'full_states_log_2025-07-26.json'"
|
||||
]
|
||||
},
|
||||
"execution_count": 28,
|
||||
"metadata": {},
|
||||
"output_type": "execute_result"
|
||||
}
|
||||
],
|
||||
"source": [
|
||||
"str(Path(\"eval_results/AVAH/TradingAgentsStrategy_logs/full_states_log_2025-07-26.json\").name)"
|
||||
]
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": null,
|
||||
"id": "6e138b44",
|
||||
"metadata": {},
|
||||
"outputs": [
|
||||
{
|
||||
"name": "stdout",
|
||||
"output_type": "stream",
|
||||
"text": [
|
||||
"Processing eval_results/PLTR/TradingAgentsStrategy_logs/full_states_log_2025-08-01.json\n",
|
||||
"Successfully transformed and saved: eval_results/PLTR/TradingAgentsStrategy_transformed_logs/full_states_log_2025-08-01_transformed.json\n",
|
||||
"Successfully transformed and saved: full_states_log_2025-08-01.json\n",
|
||||
"Processing eval_results/RDDT/TradingAgentsStrategy_logs/full_states_log_2025-08-01.json\n",
|
||||
"Successfully transformed and saved: eval_results/RDDT/TradingAgentsStrategy_transformed_logs/full_states_log_2025-08-01_transformed.json\n",
|
||||
"Successfully transformed and saved: full_states_log_2025-08-01.json\n",
|
||||
"Processing eval_results/AVAH/TradingAgentsStrategy_logs/full_states_log_2025-07-26.json\n",
|
||||
"Successfully transformed and saved: eval_results/AVAH/TradingAgentsStrategy_transformed_logs/full_states_log_2025-07-26_transformed.json\n",
|
||||
"Successfully transformed and saved: full_states_log_2025-07-26.json\n",
|
||||
"Processing eval_results/AVAH/TradingAgentsStrategy_logs/full_states_log_2025-08-05.json\n",
|
||||
"Successfully transformed and saved: eval_results/AVAH/TradingAgentsStrategy_transformed_logs/full_states_log_2025-08-05_transformed.json\n",
|
||||
"Successfully transformed and saved: full_states_log_2025-08-05.json\n",
|
||||
"Processing eval_results/AVAH/TradingAgentsStrategy_logs/full_states_log_2025-08-06.json\n",
|
||||
"Successfully transformed and saved: eval_results/AVAH/TradingAgentsStrategy_transformed_logs/full_states_log_2025-08-06_transformed.json\n",
|
||||
"Successfully transformed and saved: full_states_log_2025-08-06.json\n",
|
||||
"Processing eval_results/AVAH/TradingAgentsStrategy_logs/full_states_log_2025-08-07.json\n",
|
||||
"Successfully transformed and saved: eval_results/AVAH/TradingAgentsStrategy_transformed_logs/full_states_log_2025-08-07_transformed.json\n",
|
||||
"Successfully transformed and saved: full_states_log_2025-08-07.json\n",
|
||||
"\n",
|
||||
"Processing completed:\n",
|
||||
"Success: 6 files\n",
|
||||
"Failed: 0 files\n",
|
||||
"\n",
|
||||
"Successfully processed files:\n",
|
||||
" - full_states_log_2025-08-01.json\n",
|
||||
" - full_states_log_2025-08-01.json\n",
|
||||
" - full_states_log_2025-07-26.json\n",
|
||||
" - full_states_log_2025-08-05.json\n",
|
||||
" - full_states_log_2025-08-06.json\n",
|
||||
" - full_states_log_2025-08-07.json\n"
|
||||
]
|
||||
}
|
||||
],
|
||||
"source": [
|
||||
"\n",
|
||||
"\n",
|
||||
"config = TransformationConfig(\n",
|
||||
" openai_api_key=\"\",\n",
|
||||
" eval_results_path=\"eval_results/\",\n",
|
||||
" # output_path=\"eval_results/AVAH/TradingAgentsStrategy_transformed_logs/full_states_log_2025-07-26.json\"\n",
|
||||
")\n",
|
||||
"\n",
|
||||
"# Create agent\n",
|
||||
"agent = DataTransformationAgent(config)\n",
|
||||
"\n",
|
||||
"if False:\n",
|
||||
" # Process single file\n",
|
||||
" success = agent.process_single_file(\"eval_results/AVAH/TradingAgentsStrategy_logs/full_states_log_2025-07-26.json\", \"eval_results/AVAH/TradingAgentsStrategy_transformed_logs/\")\n",
|
||||
" if success:\n",
|
||||
" print(\"Single file processing completed successfully\")\n",
|
||||
" else:\n",
|
||||
" print(\"Single file processing failed\")\n",
|
||||
"else:\n",
|
||||
" # Process all files\n",
|
||||
" results = agent.process_all_files()\n",
|
||||
" print(f\"\\nProcessing completed:\")\n",
|
||||
" print(f\"Success: {len(results['success'])} files\")\n",
|
||||
" print(f\"Failed: {len(results['failed'])} files\")\n",
|
||||
" \n",
|
||||
" if results['success']:\n",
|
||||
" print(\"\\nSuccessfully processed files:\")\n",
|
||||
" for file_path in results['success']:\n",
|
||||
" print(f\" - {file_path}\")\n",
|
||||
" \n",
|
||||
" if results['failed']:\n",
|
||||
" print(\"\\nFailed to process files:\")\n",
|
||||
" for file_path in results['failed']:\n",
|
||||
" print(f\" - {file_path}\")"
|
||||
]
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": 7,
|
||||
"id": "1dc59a16",
|
||||
"metadata": {},
|
||||
"outputs": [],
|
||||
"source": [
|
||||
"with open(f\"eval_results/AVAH/TradingAgentsStrategy_transformed_logs/full_states_log_2025-07-26.json\") as f:\n",
|
||||
" input = json.load(f)"
|
||||
]
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": null,
|
||||
"id": "8d772497",
|
||||
"metadata": {},
|
||||
"outputs": [
|
||||
{
|
||||
"data": {
|
||||
"text/plain": [
|
||||
"{'metadata': {'company_ticker': 'AVAH',\n",
|
||||
" 'company_name': 'Aveanna Healthcare Holdings Inc.',\n",
|
||||
" 'analysis_date': '2025-08-06',\n",
|
||||
" 'final_recommendation': 'HOLD',\n",
|
||||
" 'confidence_level': 'MEDIUM'},\n",
|
||||
" 'financial_data': {'current_price': 5.81,\n",
|
||||
" 'price_change': 1.93,\n",
|
||||
" 'price_change_percent': 49.49,\n",
|
||||
" 'market_cap': '814.80 million',\n",
|
||||
" 'enterprise_value': '2.24 billion',\n",
|
||||
" 'shares_outstanding': '206.28 million',\n",
|
||||
" 'trading_range': {'high': 6.19, 'low': 4.4, 'open': 5.35},\n",
|
||||
" 'volume': 14408713,\n",
|
||||
" 'valuation_ratios': {'current_ps_ratio': 0.54,\n",
|
||||
" 'fair_value_ps_ratio': 0.8,\n",
|
||||
" 'forward_pe': 145.24,\n",
|
||||
" 'forward_ps': 0.5,\n",
|
||||
" 'forward_pcf': 49.02,\n",
|
||||
" 'forward_pocf': 23.39},\n",
|
||||
" 'ownership': {'insider_percent': 2.74, 'institutional_percent': 20.26},\n",
|
||||
" 'analyst_data': {'consensus_rating': 'HOLD',\n",
|
||||
" 'price_target': 5.0,\n",
|
||||
" 'forecast_price': 5.25}},\n",
|
||||
" 'technical_indicators': {'sma_50': 4.61,\n",
|
||||
" 'sma_200': 4.88,\n",
|
||||
" 'ema_10': 4.25,\n",
|
||||
" 'macd': -0.0427,\n",
|
||||
" 'macd_signal': -0.1917,\n",
|
||||
" 'rsi': 77.09,\n",
|
||||
" 'atr': 0.334,\n",
|
||||
" 'trend_directions': {'sma_50': 'BEARISH',\n",
|
||||
" 'sma_200': 'BEARISH',\n",
|
||||
" 'ema_10': 'BEARISH',\n",
|
||||
" 'macd': 'BEARISH',\n",
|
||||
" 'rsi_condition': 'OVERBOUGHT'}},\n",
|
||||
" 'investment_strategy': {'position_sizing': {'total_allocation_percent': '3-5%',\n",
|
||||
" 'entry_strategy': 'Staggered entry around $3.75-$3.80',\n",
|
||||
" 'tranche_1_percent': '50%',\n",
|
||||
" 'tranche_2_percent': '50%'},\n",
|
||||
" 'risk_management': {'initial_stop_loss': 3.0,\n",
|
||||
" 'stop_loss_percent': 20,\n",
|
||||
" 'breakeven_strategy': 'Adjust stop to breakeven after first tranche fills'},\n",
|
||||
" 'profit_targets': [{'target_price': 5.0,\n",
|
||||
" 'action': 'Sell 25-50%',\n",
|
||||
" 'rationale': 'Reassess margin trends'},\n",
|
||||
" {'target_price': 7.5,\n",
|
||||
" 'action': 'Hold for longer-term gains',\n",
|
||||
" 'rationale': 'Reflects a move to 0.8x P/S based on projected FY24 revenues'}],\n",
|
||||
" 'monitoring_points': ['Government reimbursement rate details',\n",
|
||||
" 'Patient census/margin trends',\n",
|
||||
" 'Competitive landscape and near-term cost pressures']},\n",
|
||||
" 'debate_summary': {'bull_key_points': ['Strong revenue growth of 16.8% in Q1',\n",
|
||||
" 'Aging population driving demand for home healthcare',\n",
|
||||
" 'Integrated service offerings create competitive advantages',\n",
|
||||
" 'Potential for recovery indicated by oversold conditions'],\n",
|
||||
" 'bear_key_points': ['High P/E ratio of 145.24 raises valuation concerns',\n",
|
||||
" 'Negative book value and high debt levels pose risks',\n",
|
||||
" 'Market volatility and competition could impact margins',\n",
|
||||
" 'RSI indicates overbought conditions, suggesting a potential pullback'],\n",
|
||||
" 'neutral_perspective': 'A balanced approach is needed, recognizing both growth potential and inherent risks.',\n",
|
||||
" 'final_decision_rationale': 'While growth prospects are promising, the risks associated with high leverage and market volatility necessitate a cautious approach.'},\n",
|
||||
" 'text_content': {'market_report': {'title': 'Technical Analysis Report',\n",
|
||||
" 'content': 'AVAH has seen significant fluctuations in price, with key indicators suggesting a bearish trend. The stock closed at $3.96 on July 25, indicating a decrease from earlier highs. The analysis of various indicators shows potential for a reversal, but caution is warranted.',\n",
|
||||
" 'key_takeaways': ['Current price trends indicate bearish sentiment.',\n",
|
||||
" 'Technical indicators suggest potential for a price correction.']},\n",
|
||||
" 'sentiment_report': {'title': 'Company Sentiment Analysis',\n",
|
||||
" 'content': \"Aveanna's upcoming earnings report is anticipated to be a pivotal moment for the stock. Recent analyst activity suggests a price target of $5.00, indicating potential upside.\",\n",
|
||||
" 'recent_developments': ['Earnings release scheduled for August 7, 2025.',\n",
|
||||
" 'Analyst price target set at $5.00.']},\n",
|
||||
" 'fundamentals_report': {'title': 'Fundamental Analysis',\n",
|
||||
" 'content': 'Aveanna Healthcare Holdings Inc. has shown a mixed financial picture with significant revenue growth but concerning debt levels. Investors should monitor cash flow and debt management closely.',\n",
|
||||
" 'financial_highlights': ['Current price at $5.81 with a 49.49% increase.',\n",
|
||||
" 'P/S ratio of 0.54 indicates potential undervaluation.']},\n",
|
||||
" 'news_report': {'title': 'Macroeconomic Context',\n",
|
||||
" 'content': 'Recent macroeconomic trends, including trade agreements and Federal Reserve policies, have created a favorable backdrop for healthcare investments. However, rising tariffs and inflation remain concerns.',\n",
|
||||
" 'key_developments': [{'date': '2025-08-07',\n",
|
||||
" 'event': 'Earnings release',\n",
|
||||
" 'impact': 'Potential for increased volatility.'}]},\n",
|
||||
" 'investment_plan_full': {'title': 'Complete Investment Strategy',\n",
|
||||
" 'content': 'The investment strategy for AVAH includes a staggered entry approach, risk management through stop-loss orders, and monitoring key performance indicators to ensure informed decision-making.'},\n",
|
||||
" 'debate_transcripts': {'bull_analysis': 'The bullish case emphasizes strong revenue growth and favorable market conditions, suggesting that AVAH is well-positioned for future success.',\n",
|
||||
" 'bear_analysis': 'The bearish perspective highlights significant risks associated with high debt levels and market volatility, urging caution among investors.',\n",
|
||||
" 'neutral_analysis': 'A balanced view recognizes the potential for growth while also addressing the inherent risks, advocating for a measured investment approach.',\n",
|
||||
" 'risk_discussion': 'The discussion around risk emphasizes the importance of managing exposure and being prepared for market fluctuations.'}},\n",
|
||||
" 'widgets_config': {'charts_needed': [{'type': 'price_chart',\n",
|
||||
" 'data_source': 'financial_data.current_price',\n",
|
||||
" 'timeframe': '30_days'},\n",
|
||||
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|
||||
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|
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|
||||
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|
||||
]
|
||||
},
|
||||
"execution_count": 8,
|
||||
"metadata": {},
|
||||
"output_type": "execute_result"
|
||||
}
|
||||
],
|
||||
"source": [
|
||||
"transform_single_file(input_data):\n"
|
||||
]
|
||||
},
|
||||
{
|
||||
"cell_type": "code",
|
||||
"execution_count": 3,
|
||||
|
|
|
|||
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File diff suppressed because one or more lines are too long
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|
|
@ -0,0 +1,164 @@
|
|||
{
|
||||
"metadata": {
|
||||
"company_ticker": "AVAH",
|
||||
"company_name": "Aveanna Healthcare Holdings Inc.",
|
||||
"analysis_date": "2025-08-06",
|
||||
"final_recommendation": "HOLD",
|
||||
"confidence_level": "MEDIUM"
|
||||
},
|
||||
"financial_data": {
|
||||
"current_price": 5.81,
|
||||
"price_change": 1.93,
|
||||
"price_change_percent": 49.49,
|
||||
"market_cap": "814.80 million",
|
||||
"enterprise_value": "2.24 billion",
|
||||
"shares_outstanding": "206.28 million",
|
||||
"trading_range": {
|
||||
"high": 6.19,
|
||||
"low": 4.4,
|
||||
"open": 5.35
|
||||
},
|
||||
"volume": 14408713,
|
||||
"valuation_ratios": {
|
||||
"current_ps_ratio": 0.54,
|
||||
"fair_value_ps_ratio": 0.8,
|
||||
"forward_pe": 145.24,
|
||||
"forward_ps": 0.5,
|
||||
"forward_pcf": 49.02,
|
||||
"forward_pocf": 23.39
|
||||
},
|
||||
"ownership": {
|
||||
"insider_percent": 2.74,
|
||||
"institutional_percent": 20.26
|
||||
},
|
||||
"analyst_data": {
|
||||
"consensus_rating": "HOLD",
|
||||
"price_target": 5.0,
|
||||
"forecast_price": 5.25
|
||||
}
|
||||
},
|
||||
"technical_indicators": {
|
||||
"sma_50": 4.61,
|
||||
"sma_200": 4.88,
|
||||
"ema_10": 4.25,
|
||||
"macd": -0.0427,
|
||||
"macd_signal": -0.1917,
|
||||
"rsi": 77.09,
|
||||
"atr": 0.334,
|
||||
"trend_directions": {
|
||||
"sma_50": "BEARISH",
|
||||
"sma_200": "BEARISH",
|
||||
"ema_10": "BEARISH",
|
||||
"macd": "BEARISH",
|
||||
"rsi_condition": "OVERBOUGHT"
|
||||
}
|
||||
},
|
||||
"investment_strategy": {
|
||||
"position_sizing": {
|
||||
"total_allocation_percent": "2%",
|
||||
"entry_strategy": "Staggered entry before earnings",
|
||||
"tranche_1_percent": "1%",
|
||||
"tranche_2_percent": "1%"
|
||||
},
|
||||
"risk_management": {
|
||||
"initial_stop_loss": 3.5,
|
||||
"stop_loss_percent": 15,
|
||||
"breakeven_strategy": "Adjust stop to breakeven after 20% gain"
|
||||
},
|
||||
"profit_targets": [
|
||||
{
|
||||
"target_price": 5.0,
|
||||
"action": "Sell 50%",
|
||||
"rationale": "Lock in gains if stock rallies"
|
||||
}
|
||||
],
|
||||
"monitoring_points": [
|
||||
"Earnings call on August 7",
|
||||
"Debt reduction announcements",
|
||||
"Margin expansion signals"
|
||||
]
|
||||
},
|
||||
"debate_summary": {
|
||||
"bull_key_points": [
|
||||
"14% revenue growth in Q1",
|
||||
"Strong demand in home healthcare",
|
||||
"Improving interest coverage ratio",
|
||||
"Potential for rebound due to oversold conditions"
|
||||
],
|
||||
"bear_key_points": [
|
||||
"High P/E ratio of 145.24",
|
||||
"Negative book value",
|
||||
"Debt-to-EBITDA ratio near 23x",
|
||||
"Volatility and market skepticism"
|
||||
],
|
||||
"neutral_perspective": "A balanced approach is needed, considering both growth potential and risks.",
|
||||
"final_decision_rationale": "While growth prospects are strong, the risks associated with debt and valuation warrant a cautious hold."
|
||||
},
|
||||
"text_content": {
|
||||
"market_report": {
|
||||
"title": "Technical Analysis Report",
|
||||
"content": "AVAH has seen significant fluctuations in price, with key indicators suggesting a bearish trend. The stock closed at $3.96 on July 25, indicating a decrease from earlier highs.",
|
||||
"key_takeaways": [
|
||||
"Current price trends indicate bearish sentiment.",
|
||||
"Key indicators suggest potential for a reversal."
|
||||
]
|
||||
},
|
||||
"sentiment_report": {
|
||||
"title": "Company Sentiment Analysis",
|
||||
"content": "Aveanna's upcoming earnings report is anticipated to be a pivotal moment for the stock. Recent revenue growth and analyst price targets suggest optimism.",
|
||||
"recent_developments": [
|
||||
"Earnings release scheduled for August 7.",
|
||||
"Analyst price target set at $5.00."
|
||||
]
|
||||
},
|
||||
"fundamentals_report": {
|
||||
"title": "Fundamental Analysis",
|
||||
"content": "Aveanna Healthcare has shown a mixed financial picture with significant revenue growth but concerning debt levels.",
|
||||
"financial_highlights": [
|
||||
"Current price at $5.81 with a 49.49% increase.",
|
||||
"High debt-to-EBITDA ratio raises concerns."
|
||||
]
|
||||
},
|
||||
"news_report": {
|
||||
"title": "Macroeconomic Context",
|
||||
"content": "Recent macroeconomic trends indicate a mixed environment for trading, with potential impacts on healthcare spending.",
|
||||
"key_developments": [
|
||||
{
|
||||
"date": "2025-08-07",
|
||||
"event": "Earnings release",
|
||||
"impact": "Potential volatility based on results."
|
||||
}
|
||||
]
|
||||
},
|
||||
"investment_plan_full": {
|
||||
"title": "Complete Investment Strategy",
|
||||
"content": "The investment strategy emphasizes a cautious approach with a focus on risk management and monitoring key performance indicators."
|
||||
},
|
||||
"debate_transcripts": {
|
||||
"bull_analysis": "The bullish case emphasizes strong revenue growth and market demand.",
|
||||
"bear_analysis": "The bearish case highlights valuation concerns and high debt levels.",
|
||||
"neutral_analysis": "A balanced view suggests waiting for clearer signals before investing.",
|
||||
"risk_discussion": "Risks associated with debt and market volatility are significant."
|
||||
}
|
||||
},
|
||||
"widgets_config": {
|
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|
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|
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|
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|
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|
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|
||||
}
|
||||
|
|
@ -0,0 +1,166 @@
|
|||
{
|
||||
"metadata": {
|
||||
"company_ticker": "AVAH",
|
||||
"company_name": "Aveanna Healthcare Holdings Inc.",
|
||||
"analysis_date": "2025-08-06",
|
||||
"final_recommendation": "HOLD",
|
||||
"confidence_level": "MEDIUM"
|
||||
},
|
||||
"financial_data": {
|
||||
"current_price": 5.81,
|
||||
"price_change": 1.93,
|
||||
"price_change_percent": 49.49,
|
||||
"market_cap": "814.80 million",
|
||||
"enterprise_value": "2.24 billion",
|
||||
"shares_outstanding": "206.28 million",
|
||||
"trading_range": {
|
||||
"high": 6.19,
|
||||
"low": 4.4,
|
||||
"open": 5.35
|
||||
},
|
||||
"volume": 14408713,
|
||||
"valuation_ratios": {
|
||||
"current_ps_ratio": 0.54,
|
||||
"fair_value_ps_ratio": 0.8,
|
||||
"forward_pe": 145.24,
|
||||
"forward_ps": 0.5,
|
||||
"forward_pcf": 49.02,
|
||||
"forward_pocf": 23.39
|
||||
},
|
||||
"ownership": {
|
||||
"insider_percent": 2.74,
|
||||
"institutional_percent": 20.26
|
||||
},
|
||||
"analyst_data": {
|
||||
"consensus_rating": "HOLD",
|
||||
"price_target": 5.25,
|
||||
"forecast_price": 5.0
|
||||
}
|
||||
},
|
||||
"technical_indicators": {
|
||||
"sma_50": 4.61,
|
||||
"sma_200": 4.88,
|
||||
"ema_10": 3.91,
|
||||
"macd": -0.208,
|
||||
"macd_signal": -0.229,
|
||||
"rsi": 38.39,
|
||||
"atr": 0.182,
|
||||
"trend_directions": {
|
||||
"sma_50": "BEARISH",
|
||||
"sma_200": "BEARISH",
|
||||
"ema_10": "BEARISH",
|
||||
"macd": "BEARISH",
|
||||
"rsi_condition": "OVERSOLD"
|
||||
}
|
||||
},
|
||||
"investment_strategy": {
|
||||
"position_sizing": {
|
||||
"total_allocation_percent": "3-5%",
|
||||
"entry_strategy": "Staggered entry around $3.75-$3.80, hold cash until after earnings.",
|
||||
"tranche_1_percent": "50%",
|
||||
"tranche_2_percent": "50%"
|
||||
},
|
||||
"risk_management": {
|
||||
"initial_stop_loss": 3.0,
|
||||
"stop_loss_percent": 20,
|
||||
"breakeven_strategy": "Adjust stop to breakeven after first tranche is filled."
|
||||
},
|
||||
"profit_targets": [
|
||||
{
|
||||
"target_price": 5.0,
|
||||
"action": "Sell 25-50%",
|
||||
"rationale": "Reassess margin trends."
|
||||
},
|
||||
{
|
||||
"target_price": 7.5,
|
||||
"action": "Hold for longer-term gains.",
|
||||
"rationale": "Reflects a move to 0.8x P/S based on projected FY24 revenues."
|
||||
}
|
||||
],
|
||||
"monitoring_points": [
|
||||
"Earnings call on August 7, focus on government reimbursement rate details.",
|
||||
"Patient census and margin trends.",
|
||||
"Competitive landscape and near-term cost pressures."
|
||||
]
|
||||
},
|
||||
"debate_summary": {
|
||||
"bull_key_points": [
|
||||
"Strong revenue growth of 16.8% in Q1.",
|
||||
"Favorable demographic trends for home healthcare.",
|
||||
"Potential for recovery indicated by oversold RSI."
|
||||
],
|
||||
"bear_key_points": [
|
||||
"High debt levels and Altman-Z score indicating bankruptcy risk.",
|
||||
"Negative technical indicators and low social media engagement."
|
||||
],
|
||||
"neutral_perspective": "A balanced approach is needed, recognizing both growth potential and financial risks.",
|
||||
"final_decision_rationale": "While growth potential exists, financial instability and bearish technicals warrant a cautious hold."
|
||||
},
|
||||
"text_content": {
|
||||
"market_report": {
|
||||
"title": "Technical Analysis Report",
|
||||
"content": "AVAH has seen significant fluctuations in price, with a recent low of $3.74 and peaks above $5. The stock is currently in a bearish trend with key indicators suggesting caution.",
|
||||
"key_takeaways": [
|
||||
"Current price is $5.81 with a 49.49% increase.",
|
||||
"Technical indicators show bearish momentum."
|
||||
]
|
||||
},
|
||||
"sentiment_report": {
|
||||
"title": "Company Sentiment Analysis",
|
||||
"content": "Aveanna's recent earnings announcement and market reactions indicate mixed sentiment. The upcoming earnings call is crucial for future stock performance.",
|
||||
"recent_developments": [
|
||||
"Analyst price target set at $5.00.",
|
||||
"Recent revenue growth of 14% in Q1."
|
||||
]
|
||||
},
|
||||
"fundamentals_report": {
|
||||
"title": "Fundamental Analysis",
|
||||
"content": "Aveanna Healthcare shows potential for growth but faces significant financial risks. The Altman-Z score indicates a need for caution.",
|
||||
"financial_highlights": [
|
||||
"P/S ratio of 0.54 suggests potential undervaluation.",
|
||||
"High debt-to-equity ratio raises concerns."
|
||||
]
|
||||
},
|
||||
"news_report": {
|
||||
"title": "Macroeconomic Context",
|
||||
"content": "Recent macroeconomic trends, including tariff increases and inflation concerns, could impact Aveanna's operational costs and market performance.",
|
||||
"key_developments": [
|
||||
{
|
||||
"date": "2025-08-01",
|
||||
"event": "U.S. tariffs imposed on imports.",
|
||||
"impact": "Potential increase in operational costs."
|
||||
}
|
||||
]
|
||||
},
|
||||
"investment_plan_full": {
|
||||
"title": "Complete Investment Strategy",
|
||||
"content": "The investment strategy for AVAH includes a cautious approach with a focus on monitoring key financial metrics and market conditions."
|
||||
},
|
||||
"debate_transcripts": {
|
||||
"bull_analysis": "The bull case emphasizes growth potential driven by demographic trends and recent revenue increases.",
|
||||
"bear_analysis": "The bear case highlights financial instability and risks associated with high debt levels.",
|
||||
"neutral_analysis": "A balanced perspective suggests a cautious approach while monitoring for signs of recovery.",
|
||||
"risk_discussion": "The discussion emphasizes the importance of risk management in volatile markets."
|
||||
}
|
||||
},
|
||||
"widgets_config": {
|
||||
"charts_needed": [
|
||||
{
|
||||
"type": "price_chart",
|
||||
"data_source": "financial_data.current_price",
|
||||
"timeframe": "30_days"
|
||||
},
|
||||
{
|
||||
"type": "technical_indicators",
|
||||
"data_source": "technical_indicators"
|
||||
}
|
||||
],
|
||||
"text_widgets": [
|
||||
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|
||||
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|
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|
||||
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|
||||
}
|
||||
]
|
||||
}
|
||||
}
|
||||
|
|
@ -0,0 +1,176 @@
|
|||
{
|
||||
"metadata": {
|
||||
"company_ticker": "AVAH",
|
||||
"company_name": "Aveanna Healthcare Holdings Inc.",
|
||||
"analysis_date": "2025-08-06",
|
||||
"final_recommendation": "BUY",
|
||||
"confidence_level": "MEDIUM"
|
||||
},
|
||||
"financial_data": {
|
||||
"current_price": 5.81,
|
||||
"price_change": 1.93,
|
||||
"price_change_percent": 0.49,
|
||||
"market_cap": "814.80 million",
|
||||
"enterprise_value": "2.24 billion",
|
||||
"shares_outstanding": "206.28 million",
|
||||
"trading_range": {
|
||||
"high": 6.19,
|
||||
"low": 4.4,
|
||||
"open": 5.35
|
||||
},
|
||||
"volume": 14408713,
|
||||
"valuation_ratios": {
|
||||
"current_ps_ratio": 0.4,
|
||||
"fair_value_ps_ratio": 0.8,
|
||||
"forward_pe": 23.62,
|
||||
"forward_ps": 0.37,
|
||||
"forward_pcf": 28.69,
|
||||
"forward_pocf": 22.82
|
||||
},
|
||||
"ownership": {
|
||||
"insider_percent": 2.74,
|
||||
"institutional_percent": 20.26
|
||||
},
|
||||
"analyst_data": {
|
||||
"consensus_rating": "Hold",
|
||||
"price_target": 5.25,
|
||||
"forecast_price": 5.0
|
||||
}
|
||||
},
|
||||
"technical_indicators": {
|
||||
"sma_50": 4.61,
|
||||
"sma_200": 4.88,
|
||||
"ema_10": 3.91,
|
||||
"macd": -0.208,
|
||||
"macd_signal": -0.229,
|
||||
"rsi": 38.39,
|
||||
"atr": 0.182,
|
||||
"trend_directions": {
|
||||
"sma_50": "BEARISH",
|
||||
"sma_200": "BEARISH",
|
||||
"ema_10": "BEARISH",
|
||||
"macd": "BEARISH",
|
||||
"rsi_condition": "OVERSOLD"
|
||||
}
|
||||
},
|
||||
"investment_strategy": {
|
||||
"position_sizing": {
|
||||
"total_allocation_percent": "3-5%",
|
||||
"entry_strategy": "Staggered entry",
|
||||
"tranche_1_percent": "50%",
|
||||
"tranche_2_percent": "50%"
|
||||
},
|
||||
"risk_management": {
|
||||
"initial_stop_loss": 3.0,
|
||||
"stop_loss_percent": 20,
|
||||
"breakeven_strategy": "Adjust stop to breakeven after tranche 2"
|
||||
},
|
||||
"profit_targets": [
|
||||
{
|
||||
"target_price": 5.0,
|
||||
"action": "Sell 25-50%",
|
||||
"rationale": "Reassess margin trends"
|
||||
},
|
||||
{
|
||||
"target_price": 7.5,
|
||||
"action": "Hold for longer-term",
|
||||
"rationale": "Reflects a move to 0.8x P/S based on projected FY24 revenues"
|
||||
}
|
||||
],
|
||||
"monitoring_points": [
|
||||
"Earnings call on August 7",
|
||||
"Government reimbursement rate changes",
|
||||
"Market reactions to tariff impacts"
|
||||
]
|
||||
},
|
||||
"debate_summary": {
|
||||
"bull_key_points": [
|
||||
"Healthcare tailwinds from aging population",
|
||||
"Undervalued fundamentals with a low P/S ratio",
|
||||
"Oversold technicals indicating potential rebound",
|
||||
"Upcoming earnings call as a catalyst"
|
||||
],
|
||||
"bear_key_points": [
|
||||
"Fierce competition in the home healthcare market",
|
||||
"Macroeconomic headwinds from rising tariffs",
|
||||
"Weak insider ownership suggesting lack of confidence",
|
||||
"Current bearish technical indicators"
|
||||
],
|
||||
"neutral_perspective": "A balanced view acknowledges both growth potential and risks.",
|
||||
"final_decision_rationale": "The combination of undervaluation, demographic trends, and an imminent catalyst outweighs the risks."
|
||||
},
|
||||
"text_content": {
|
||||
"market_report": {
|
||||
"title": "Technical Analysis Report",
|
||||
"content": "Analysis of AVAH (Avalon Holdings) Stock - August 2025...",
|
||||
"key_takeaways": [
|
||||
"Bearish trend indicated by SMA and MACD",
|
||||
"Potential support around $3.80",
|
||||
"Cautious trading recommended"
|
||||
]
|
||||
},
|
||||
"sentiment_report": {
|
||||
"title": "Company Sentiment Analysis",
|
||||
"content": "This report presents an analysis of Aveanna Healthcare Holdings Inc. (NASDAQ: AVAH)...",
|
||||
"recent_developments": [
|
||||
"Earnings release scheduled for August 7, 2025",
|
||||
"Stock surged by 45% over five days"
|
||||
]
|
||||
},
|
||||
"fundamentals_report": {
|
||||
"title": "Fundamental Analysis",
|
||||
"content": "Comprehensive Report on Aveanna Healthcare Holdings Inc. (AVAH)...",
|
||||
"financial_highlights": [
|
||||
"Current Price: $5.81",
|
||||
"Market Capitalization: $814.80 million",
|
||||
"Forward P/E Ratio: 23.62"
|
||||
]
|
||||
},
|
||||
"news_report": {
|
||||
"title": "Macroeconomic Context",
|
||||
"content": "Current Analysis of Macroeconomic Developments and Market Conditions as of August 6, 2025...",
|
||||
"key_developments": [
|
||||
{
|
||||
"date": "2025-08-06",
|
||||
"event": "25% tariff on Indian imports",
|
||||
"impact": "Increased costs for U.S. businesses"
|
||||
},
|
||||
{
|
||||
"date": "2025-08-01",
|
||||
"event": "50% tariff on Brazilian goods",
|
||||
"impact": "Heightened trade tensions"
|
||||
}
|
||||
]
|
||||
},
|
||||
"investment_plan_full": {
|
||||
"title": "Complete Investment Strategy",
|
||||
"content": "Here\u2019s how I see it after weighing both sides..."
|
||||
},
|
||||
"debate_transcripts": {
|
||||
"bull_analysis": "Bull Analyst: Absolutely! Let\u2019s dive into a compelling argument for investing in Aveanna Healthcare Holdings Inc. (AVAH)...",
|
||||
"bear_analysis": "Bear Analyst: Absolutely, let\u2019s dive into this debate on Aveanna Healthcare Holdings Inc. (AVAH)...",
|
||||
"neutral_analysis": "Neutral Analyst: It's great to see both the Risky Analyst and Safe Analyst presenting strong viewpoints...",
|
||||
"risk_discussion": "Risky Analyst: Let\u2019s dive into the conservative and neutral stances on Aveanna Healthcare (AVAH)..."
|
||||
}
|
||||
},
|
||||
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|
||||
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|
||||
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|
||||
}
|
||||
|
|
@ -0,0 +1,174 @@
|
|||
{
|
||||
"metadata": {
|
||||
"company_ticker": "AVAH",
|
||||
"company_name": "Aveanna Healthcare Holdings Inc.",
|
||||
"analysis_date": "2025-08-06",
|
||||
"final_recommendation": "BUY",
|
||||
"confidence_level": "MEDIUM"
|
||||
},
|
||||
"financial_data": {
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
"enterprise_value": "2.24 billion",
|
||||
"shares_outstanding": "206.28 million",
|
||||
"trading_range": {
|
||||
"high": 6.19,
|
||||
"low": 4.4,
|
||||
"open": 5.35
|
||||
},
|
||||
"volume": 14408713,
|
||||
"valuation_ratios": {
|
||||
"current_ps_ratio": 0.4,
|
||||
"fair_value_ps_ratio": 0.8,
|
||||
"forward_pe": 23.62,
|
||||
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|
||||
"forward_pcf": 28.69,
|
||||
"forward_pocf": 22.82
|
||||
},
|
||||
"ownership": {
|
||||
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|
||||
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|
||||
},
|
||||
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|
||||
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|
||||
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|
||||
"forecast_price": 5.0
|
||||
}
|
||||
},
|
||||
"technical_indicators": {
|
||||
"sma_50": 4.61,
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
"atr": 0.182,
|
||||
"trend_directions": {
|
||||
"sma_50": "BEARISH",
|
||||
"sma_200": "BEARISH",
|
||||
"ema_10": "BEARISH",
|
||||
"macd": "BEARISH",
|
||||
"rsi_condition": "OVERSOLD"
|
||||
}
|
||||
},
|
||||
"investment_strategy": {
|
||||
"position_sizing": {
|
||||
"total_allocation_percent": "3-5%",
|
||||
"entry_strategy": "Staggered entry",
|
||||
"tranche_1_percent": "50%",
|
||||
"tranche_2_percent": "50%"
|
||||
},
|
||||
"risk_management": {
|
||||
"initial_stop_loss": 3.0,
|
||||
"stop_loss_percent": 20,
|
||||
"breakeven_strategy": "Adjust stop to breakeven after first tranche"
|
||||
},
|
||||
"profit_targets": [
|
||||
{
|
||||
"target_price": 5.0,
|
||||
"action": "Sell 25-50%",
|
||||
"rationale": "Reassess margin trends"
|
||||
},
|
||||
{
|
||||
"target_price": 7.5,
|
||||
"action": "Hold",
|
||||
"rationale": "Reflects a move to 0.8x P/S based on projected FY24 revenues"
|
||||
}
|
||||
],
|
||||
"monitoring_points": [
|
||||
"Listen to August 7 earnings call",
|
||||
"Monitor government reimbursement rate changes",
|
||||
"Watch for macroeconomic impacts from tariffs"
|
||||
]
|
||||
},
|
||||
"debate_summary": {
|
||||
"bull_key_points": [
|
||||
"Strong revenue growth of 16.8% year-over-year",
|
||||
"Healthcare demand is increasing due to aging population",
|
||||
"AVAH is well-positioned in the home healthcare market"
|
||||
],
|
||||
"bear_key_points": [
|
||||
"High P/FCF ratio indicates potential overvaluation",
|
||||
"Current stock price is volatile and may correct",
|
||||
"Competition in the healthcare sector is fierce"
|
||||
],
|
||||
"neutral_perspective": "A balanced approach is needed, recognizing both growth potential and risks.",
|
||||
"final_decision_rationale": "The combination of strong fundamentals and a structured entry strategy supports a buy recommendation."
|
||||
},
|
||||
"text_content": {
|
||||
"market_report": {
|
||||
"title": "Technical Analysis Report",
|
||||
"content": "AVAH stock has undergone fluctuations reflecting underlying trends in its price and trading volume. Key technical indicators suggest a bearish trend.",
|
||||
"key_takeaways": [
|
||||
"50-Day SMA indicates resistance",
|
||||
"200-Day SMA reflects long-term bearish sentiment",
|
||||
"RSI under 40 suggests oversold conditions"
|
||||
]
|
||||
},
|
||||
"sentiment_report": {
|
||||
"title": "Company Sentiment Analysis",
|
||||
"content": "Recent news indicates a positive sentiment surrounding AVAH due to strong earnings and strategic expansions.",
|
||||
"recent_developments": [
|
||||
"Scheduled earnings release on August 7, 2025",
|
||||
"Stock surged by 45% over five days"
|
||||
]
|
||||
},
|
||||
"fundamentals_report": {
|
||||
"title": "Fundamental Analysis",
|
||||
"content": "Aveanna Healthcare has shown strong financial metrics, including a significant increase in revenue and a favorable market position.",
|
||||
"financial_highlights": [
|
||||
"Current stock price: $5.81",
|
||||
"Market capitalization: $814.80 million",
|
||||
"P/S ratio indicates potential undervaluation"
|
||||
]
|
||||
},
|
||||
"news_report": {
|
||||
"title": "Macroeconomic Context",
|
||||
"content": "Recent macroeconomic trends, including U.S. trade policies, have influenced market conditions affecting AVAH.",
|
||||
"key_developments": [
|
||||
{
|
||||
"date": "2025-08-06",
|
||||
"event": "25% tariff on Indian imports",
|
||||
"impact": "Increased costs for U.S. businesses"
|
||||
},
|
||||
{
|
||||
"date": "2025-08-01",
|
||||
"event": "50% tariff on Brazilian goods",
|
||||
"impact": "Heightened trade tensions"
|
||||
}
|
||||
]
|
||||
},
|
||||
"investment_plan_full": {
|
||||
"title": "Complete Investment Strategy",
|
||||
"content": "The investment plan outlines a staggered entry strategy with clear risk management and profit targets."
|
||||
},
|
||||
"debate_transcripts": {
|
||||
"bull_analysis": "The bullish case emphasizes AVAH's growth potential and market positioning.",
|
||||
"bear_analysis": "The bearish case highlights risks associated with valuation and market volatility.",
|
||||
"neutral_analysis": "A balanced view suggests a cautious approach while recognizing growth opportunities.",
|
||||
"risk_discussion": "The discussion emphasizes the importance of risk management in volatile markets."
|
||||
}
|
||||
},
|
||||
"widgets_config": {
|
||||
"charts_needed": [
|
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|
||||
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||||
"data_source": "financial_data.current_price",
|
||||
"timeframe": "30_days"
|
||||
},
|
||||
{
|
||||
"type": "technical_indicators",
|
||||
"data_source": "technical_indicators"
|
||||
}
|
||||
],
|
||||
"text_widgets": [
|
||||
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|
||||
"type": "expandable_report",
|
||||
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||||
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|
||||
}
|
||||
]
|
||||
}
|
||||
}
|
||||
File diff suppressed because one or more lines are too long
|
|
@ -0,0 +1,162 @@
|
|||
{
|
||||
"metadata": {
|
||||
"company_ticker": "PLTR",
|
||||
"company_name": "Palantir Technologies Inc.",
|
||||
"analysis_date": "2025-08-01",
|
||||
"final_recommendation": "BUY",
|
||||
"confidence_level": "HIGH"
|
||||
},
|
||||
"financial_data": {
|
||||
"current_price": 160.66,
|
||||
"price_change": 6.5,
|
||||
"price_change_percent": 4.21,
|
||||
"market_cap": "Approximately $360 billion",
|
||||
"enterprise_value": "N/A",
|
||||
"shares_outstanding": "N/A",
|
||||
"trading_range": {
|
||||
"high": 170.73,
|
||||
"low": 155.84,
|
||||
"open": 158.68
|
||||
},
|
||||
"volume": 82993558,
|
||||
"valuation_ratios": {
|
||||
"current_ps_ratio": 70,
|
||||
"fair_value_ps_ratio": "N/A",
|
||||
"forward_pe": "N/A",
|
||||
"forward_ps": "N/A",
|
||||
"forward_pcf": "N/A",
|
||||
"forward_pocf": "N/A"
|
||||
},
|
||||
"ownership": {
|
||||
"insider_percent": "N/A",
|
||||
"institutional_percent": "N/A"
|
||||
},
|
||||
"analyst_data": {
|
||||
"consensus_rating": "N/A",
|
||||
"price_target": 190,
|
||||
"forecast_price": "N/A"
|
||||
}
|
||||
},
|
||||
"technical_indicators": {
|
||||
"sma_50": 139.85,
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
"atr": 5.41,
|
||||
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|
||||
"sma_50": "BULLISH",
|
||||
"sma_200": "BULLISH",
|
||||
"ema_10": "BULLISH",
|
||||
"macd": "BULLISH",
|
||||
"rsi_condition": "NEUTRAL"
|
||||
}
|
||||
},
|
||||
"investment_strategy": {
|
||||
"position_sizing": {
|
||||
"total_allocation_percent": "3%",
|
||||
"entry_strategy": "Initiate a position at current levels (~$160)",
|
||||
"tranche_1_percent": "2.5%",
|
||||
"tranche_2_percent": "2%"
|
||||
},
|
||||
"risk_management": {
|
||||
"initial_stop_loss": 12,
|
||||
"stop_loss_percent": 12,
|
||||
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|
||||
},
|
||||
"profit_targets": [
|
||||
{
|
||||
"target_price": 190,
|
||||
"action": "Sell",
|
||||
"rationale": "Reflecting a 20% upside"
|
||||
}
|
||||
],
|
||||
"monitoring_points": [
|
||||
"Monitor competitive moves by Microsoft",
|
||||
"Reassess after Q3 earnings",
|
||||
"Weekly technical checks (50-day SMA, MACD, RSI)"
|
||||
]
|
||||
},
|
||||
"debate_summary": {
|
||||
"bull_key_points": [
|
||||
"48% year-over-year revenue growth in Q2 to $1 billion",
|
||||
"Rule of 40 at 81%, indicating profitability",
|
||||
"A $10 billion U.S. Army contract plus Accenture partnership",
|
||||
"Bullish technical indicators and rising retail sentiment"
|
||||
],
|
||||
"bear_key_points": [
|
||||
"70x revenue multiple is steep",
|
||||
"Competition from Microsoft and others could impact market share",
|
||||
"Macro risks could affect government spending on analytics"
|
||||
],
|
||||
"neutral_perspective": "A balanced view acknowledges growth potential while implementing risk management strategies.",
|
||||
"final_decision_rationale": "The combination of strong growth, profitability, and solid contracts suggests a robust outlook for PLTR."
|
||||
},
|
||||
"text_content": {
|
||||
"market_report": {
|
||||
"title": "Technical Analysis Report",
|
||||
"content": "PLTR appears to be in a strong upward trend supported by both short and medium-term indicators.",
|
||||
"key_takeaways": [
|
||||
"Closing price at $160.66 with bullish momentum.",
|
||||
"Positive MACD and RSI indicating potential buying opportunities."
|
||||
]
|
||||
},
|
||||
"sentiment_report": {
|
||||
"title": "Company Sentiment Analysis",
|
||||
"content": "The sentiment surrounding PLTR is predominantly positive, with increasing mentions and an optimistic outlook.",
|
||||
"recent_developments": [
|
||||
"70 mentions on Reddit with a sentiment score of 58%."
|
||||
]
|
||||
},
|
||||
"fundamentals_report": {
|
||||
"title": "Fundamental Analysis",
|
||||
"content": "Palantir Technologies Inc. is in a strong financial position, evidenced by significant revenue and income growth.",
|
||||
"financial_highlights": [
|
||||
"Q2 2025 Revenue: $1 billion, 48% YoY growth",
|
||||
"Net Income for Q2 2025: $327 million, 144% YoY growth"
|
||||
]
|
||||
},
|
||||
"news_report": {
|
||||
"title": "Macroeconomic Context",
|
||||
"content": "Global economic recovery and growth are influencing market conditions positively.",
|
||||
"key_developments": [
|
||||
{
|
||||
"date": "2025-08-01",
|
||||
"event": "Global M&A activity peaked at $2.6 trillion.",
|
||||
"impact": "Indicates heightened corporate confidence."
|
||||
}
|
||||
]
|
||||
},
|
||||
"investment_plan_full": {
|
||||
"title": "Complete Investment Strategy",
|
||||
"content": "The investment strategy involves disciplined position sizing and risk management to capitalize on PLTR's growth potential."
|
||||
},
|
||||
"debate_transcripts": {
|
||||
"bull_analysis": "Bullish arguments emphasize strong growth metrics and unique market positioning.",
|
||||
"bear_analysis": "Bearish concerns focus on high valuation and competitive threats.",
|
||||
"neutral_analysis": "A balanced view suggests cautious optimism with risk management.",
|
||||
"risk_discussion": "Risks include high valuation and macroeconomic uncertainties."
|
||||
}
|
||||
},
|
||||
"widgets_config": {
|
||||
"charts_needed": [
|
||||
{
|
||||
"type": "price_chart",
|
||||
"data_source": "financial_data.current_price",
|
||||
"timeframe": "30_days"
|
||||
},
|
||||
{
|
||||
"type": "technical_indicators",
|
||||
"data_source": "technical_indicators"
|
||||
}
|
||||
],
|
||||
"text_widgets": [
|
||||
{
|
||||
"type": "expandable_report",
|
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"title": "Technical Analysis",
|
||||
"content_source": "text_content.market_report"
|
||||
}
|
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]
|
||||
}
|
||||
}
|
||||
File diff suppressed because one or more lines are too long
|
|
@ -0,0 +1,161 @@
|
|||
{
|
||||
"metadata": {
|
||||
"company_ticker": "RDDT",
|
||||
"company_name": "Reddit Inc.",
|
||||
"analysis_date": "2025-08-01",
|
||||
"final_recommendation": "SELL",
|
||||
"confidence_level": "MEDIUM"
|
||||
},
|
||||
"financial_data": {
|
||||
"current_price": 201.76,
|
||||
"price_change": 13.12,
|
||||
"price_change_percent": 0.07,
|
||||
"market_cap": "string",
|
||||
"enterprise_value": "string",
|
||||
"shares_outstanding": "string",
|
||||
"trading_range": {
|
||||
"high": 203.63,
|
||||
"low": 189.18,
|
||||
"open": 192.0
|
||||
},
|
||||
"volume": 15113312,
|
||||
"valuation_ratios": {
|
||||
"current_ps_ratio": "string",
|
||||
"fair_value_ps_ratio": "string",
|
||||
"forward_pe": "string",
|
||||
"forward_ps": "string",
|
||||
"forward_pcf": "string",
|
||||
"forward_pocf": "string"
|
||||
},
|
||||
"ownership": {
|
||||
"insider_percent": "string",
|
||||
"institutional_percent": "string"
|
||||
},
|
||||
"analyst_data": {
|
||||
"consensus_rating": "string",
|
||||
"price_target": 165,
|
||||
"forecast_price": "string"
|
||||
}
|
||||
},
|
||||
"technical_indicators": {
|
||||
"sma_50": 134.78,
|
||||
"sma_200": 138.39,
|
||||
"ema_10": 156.99,
|
||||
"macd": 7.23,
|
||||
"macd_signal": "string",
|
||||
"rsi": 79.31,
|
||||
"atr": 10.13,
|
||||
"trend_directions": {
|
||||
"sma_50": "BULLISH",
|
||||
"sma_200": "BULLISH",
|
||||
"ema_10": "BULLISH",
|
||||
"macd": "BULLISH",
|
||||
"rsi_condition": "OVERBOUGHT"
|
||||
}
|
||||
},
|
||||
"investment_strategy": {
|
||||
"position_sizing": {
|
||||
"total_allocation_percent": "string",
|
||||
"entry_strategy": "string",
|
||||
"tranche_1_percent": "string",
|
||||
"tranche_2_percent": "string"
|
||||
},
|
||||
"risk_management": {
|
||||
"initial_stop_loss": "string",
|
||||
"stop_loss_percent": "string",
|
||||
"breakeven_strategy": "string"
|
||||
},
|
||||
"profit_targets": [
|
||||
{
|
||||
"target_price": "string",
|
||||
"action": "string",
|
||||
"rationale": "string"
|
||||
}
|
||||
],
|
||||
"monitoring_points": [
|
||||
"Monitor legal developments",
|
||||
"Watch RSI and price behavior around moving averages"
|
||||
]
|
||||
},
|
||||
"debate_summary": {
|
||||
"bull_key_points": [
|
||||
"78% year-over-year revenue growth",
|
||||
"Strong engagement from user base",
|
||||
"Positive technical indicators"
|
||||
],
|
||||
"bear_key_points": [
|
||||
"Securities fraud lawsuit poses significant risk",
|
||||
"Reliance on user-generated content can lead to moderation issues",
|
||||
"Overbought conditions may lead to price corrections"
|
||||
],
|
||||
"neutral_perspective": "A balanced approach is needed considering both growth potential and legal risks.",
|
||||
"final_decision_rationale": "The risks associated with the lawsuit outweigh the potential upside."
|
||||
},
|
||||
"text_content": {
|
||||
"market_report": {
|
||||
"title": "Technical Analysis Report",
|
||||
"content": "RDDT Stock Analysis Report (as of August 1, 2025) ...",
|
||||
"key_takeaways": [
|
||||
"Bullish trend supported by strong momentum",
|
||||
"Caution advised due to overbought RSI"
|
||||
]
|
||||
},
|
||||
"sentiment_report": {
|
||||
"title": "Company Sentiment Analysis",
|
||||
"content": "Comprehensive Analysis on Reddit (RDDT) - August 2025 ...",
|
||||
"recent_developments": [
|
||||
"78% YoY revenue increase",
|
||||
"Class-action lawsuit filed"
|
||||
]
|
||||
},
|
||||
"fundamentals_report": {
|
||||
"title": "Fundamental Analysis",
|
||||
"content": "Here's a comprehensive report on Reddit Inc. (RDDT) ...",
|
||||
"financial_highlights": [
|
||||
"Current Stock Price: $201.76",
|
||||
"Intraday Volume: 15,113,312 shares"
|
||||
]
|
||||
},
|
||||
"news_report": {
|
||||
"title": "Macroeconomic Context",
|
||||
"content": "Comprehensive Report on Current Global Economic State (August 1, 2025) ...",
|
||||
"key_developments": [
|
||||
{
|
||||
"date": "2025-08-01",
|
||||
"event": "U.S. Tariff Expansions",
|
||||
"impact": "Notable decline in global stock markets"
|
||||
}
|
||||
]
|
||||
},
|
||||
"investment_plan_full": {
|
||||
"title": "Complete Investment Strategy",
|
||||
"content": "Let me pull out the heart of each argument and then tell you where I come down ..."
|
||||
},
|
||||
"debate_transcripts": {
|
||||
"bull_analysis": "Bull Analyst: Absolutely, let\u2019s dive into this bullish narrative ...",
|
||||
"bear_analysis": "Bear Analyst: Absolutely, let\u2019s delve into the bear case ...",
|
||||
"neutral_analysis": "Neutral Analyst: I appreciate the insights from both ...",
|
||||
"risk_discussion": "Risky Analyst: Absolutely, let\u2019s dive into this ..."
|
||||
}
|
||||
},
|
||||
"widgets_config": {
|
||||
"charts_needed": [
|
||||
{
|
||||
"type": "price_chart",
|
||||
"data_source": "financial_data.current_price",
|
||||
"timeframe": "30_days"
|
||||
},
|
||||
{
|
||||
"type": "technical_indicators",
|
||||
"data_source": "technical_indicators"
|
||||
}
|
||||
],
|
||||
"text_widgets": [
|
||||
{
|
||||
"type": "expandable_report",
|
||||
"title": "Technical Analysis",
|
||||
"content_source": "text_content.market_report"
|
||||
}
|
||||
]
|
||||
}
|
||||
}
|
||||
|
|
@ -39,10 +39,10 @@ deactivate nondestructive
|
|||
if [ "${OSTYPE:-}" = "cygwin" ] || [ "${OSTYPE:-}" = "msys" ] ; then
|
||||
# transform D:\path\to\venv to /d/path/to/venv on MSYS
|
||||
# and to /cygdrive/d/path/to/venv on Cygwin
|
||||
export VIRTUAL_ENV=$(cygpath /home/brabus61/.local/share/Trash/files/TradingAgents/trading_agents)
|
||||
export VIRTUAL_ENV=$(cygpath '/home/brabus61/Desktop/Github Repos/TradingAgents/trading_agents')
|
||||
else
|
||||
# use the path as-is
|
||||
export VIRTUAL_ENV=/home/brabus61/.local/share/Trash/files/TradingAgents/trading_agents
|
||||
export VIRTUAL_ENV='/home/brabus61/Desktop/Github Repos/TradingAgents/trading_agents'
|
||||
fi
|
||||
|
||||
_OLD_VIRTUAL_PATH="$PATH"
|
||||
|
|
|
|||
|
|
@ -9,7 +9,7 @@ alias deactivate 'test $?_OLD_VIRTUAL_PATH != 0 && setenv PATH "$_OLD_VIRTUAL_PA
|
|||
# Unset irrelevant variables.
|
||||
deactivate nondestructive
|
||||
|
||||
setenv VIRTUAL_ENV /home/brabus61/.local/share/Trash/files/TradingAgents/trading_agents
|
||||
setenv VIRTUAL_ENV '/home/brabus61/Desktop/Github Repos/TradingAgents/trading_agents'
|
||||
|
||||
set _OLD_VIRTUAL_PATH="$PATH"
|
||||
setenv PATH "$VIRTUAL_ENV/"bin":$PATH"
|
||||
|
|
|
|||
|
|
@ -33,7 +33,7 @@ end
|
|||
# Unset irrelevant variables.
|
||||
deactivate nondestructive
|
||||
|
||||
set -gx VIRTUAL_ENV /home/brabus61/.local/share/Trash/files/TradingAgents/trading_agents
|
||||
set -gx VIRTUAL_ENV '/home/brabus61/Desktop/Github Repos/TradingAgents/trading_agents'
|
||||
|
||||
set -gx _OLD_VIRTUAL_PATH $PATH
|
||||
set -gx PATH "$VIRTUAL_ENV/"bin $PATH
|
||||
|
|
|
|||
|
|
@ -1,4 +1,6 @@
|
|||
#!/home/brabus61/.local/share/Trash/files/TradingAgents/trading_agents/bin/python3
|
||||
#!/bin/sh
|
||||
'''exec' "/home/brabus61/Desktop/Github Repos/TradingAgents/trading_agents/bin/python3" "$0" "$@"
|
||||
' '''
|
||||
# -*- coding: utf-8 -*-
|
||||
import re
|
||||
import sys
|
||||
|
|
|
|||
|
|
@ -1,4 +1,6 @@
|
|||
#!/home/brabus61/.local/share/Trash/files/TradingAgents/trading_agents/bin/python3
|
||||
#!/bin/sh
|
||||
'''exec' "/home/brabus61/Desktop/Github Repos/TradingAgents/trading_agents/bin/python3" "$0" "$@"
|
||||
' '''
|
||||
# -*- coding: utf-8 -*-
|
||||
import re
|
||||
import sys
|
||||
|
|
|
|||
|
|
@ -1,4 +1,6 @@
|
|||
#!/home/brabus61/.local/share/Trash/files/TradingAgents/trading_agents/bin/python3
|
||||
#!/bin/sh
|
||||
'''exec' "/home/brabus61/Desktop/Github Repos/TradingAgents/trading_agents/bin/python3" "$0" "$@"
|
||||
' '''
|
||||
# -*- coding: utf-8 -*-
|
||||
import re
|
||||
import sys
|
||||
|
|
|
|||
|
|
@ -1,6 +1,6 @@
|
|||
../../../bin/pip,sha256=C51rGrtgO4AgRp2MGgjc_BxaIZKH3CvY7JPq-aWB3Fw,285
|
||||
../../../bin/pip3,sha256=C51rGrtgO4AgRp2MGgjc_BxaIZKH3CvY7JPq-aWB3Fw,285
|
||||
../../../bin/pip3.12,sha256=C51rGrtgO4AgRp2MGgjc_BxaIZKH3CvY7JPq-aWB3Fw,285
|
||||
../../../bin/pip,sha256=Ky8idrfwpeeXRfnwglVFl8_2QVpormnnt0YzocW3VuY,316
|
||||
../../../bin/pip3,sha256=Ky8idrfwpeeXRfnwglVFl8_2QVpormnnt0YzocW3VuY,316
|
||||
../../../bin/pip3.12,sha256=Ky8idrfwpeeXRfnwglVFl8_2QVpormnnt0YzocW3VuY,316
|
||||
pip-24.0.dist-info/AUTHORS.txt,sha256=SwXm4nkwRkmtnO1ZY-dLy7EPeoQNXMNLby5CN3GlNhY,10388
|
||||
pip-24.0.dist-info/INSTALLER,sha256=zuuue4knoyJ-UwPPXg8fezS7VCrXJQrAP7zeNuwvFQg,4
|
||||
pip-24.0.dist-info/LICENSE.txt,sha256=Y0MApmnUmurmWxLGxIySTFGkzfPR_whtw0VtyLyqIQQ,1093
|
||||
|
|
|
|||
|
|
@ -2,4 +2,4 @@ home = /usr/bin
|
|||
include-system-site-packages = false
|
||||
version = 3.12.3
|
||||
executable = /usr/bin/python3.12
|
||||
command = /usr/bin/python3 -m venv /home/brabus61/.local/share/Trash/files/TradingAgents/trading_agents
|
||||
command = /usr/bin/python3 -m venv /home/brabus61/Desktop/Github Repos/TradingAgents/trading_agents
|
||||
|
|
|
|||
|
|
@ -222,7 +222,7 @@ Transform the input into a structured JSON with the following sections:
|
|||
|
||||
3. **Summarize Debates**: Create concise bullet points from the lengthy bull/bear arguments, focusing on key investment themes
|
||||
|
||||
4. **Structure Investment Plan**: Break down the investment strategy into actionable components (sizing, stops, targets)
|
||||
4. **Structure Investment Plan**: Break down the investment strategy into actionable components (sizing, entry price,stops, targets, time horizon)
|
||||
|
||||
5. **Organize Text Content**: Preserve full text reports while also extracting key highlights for quick reference
|
||||
|
||||
|
|
@ -467,11 +467,11 @@ IMPORTANT: Return ONLY the transformed JSON, no additional text or explanations.
|
|||
print(f"Processing {json_file}")
|
||||
|
||||
# Process the file
|
||||
success = self.process_single_file(str(json_file), str(transformed_dir / json_file.name))
|
||||
success = self.process_single_file(str(json_file), str(transformed_dir))
|
||||
|
||||
if success:
|
||||
results["success"].append(str(transformed_dir / json_file.name))
|
||||
print(f"Successfully transformed and saved: {transformed_dir / json_file.name}")
|
||||
results["success"].append(str(json_file.name))
|
||||
print(f"Successfully transformed and saved: {json_file.name}")
|
||||
else:
|
||||
results["failed"].append(str(json_file))
|
||||
print(f"Failed to process {json_file}")
|
||||
|
|
@ -502,7 +502,7 @@ IMPORTANT: Return ONLY the transformed JSON, no additional text or explanations.
|
|||
if output_file_path is None:
|
||||
output_file_path = Path(self.config.output_path) / f"{input_path.stem}_transformed.json"
|
||||
else:
|
||||
output_file_path = Path(output_file_path)
|
||||
output_file_path = Path(output_file_path) / f"{input_path.stem}_transformed.json"
|
||||
|
||||
# Save the transformed data
|
||||
with open(output_file_path, 'w') as f:
|
||||
|
|
|
|||
|
|
@ -28,6 +28,9 @@ from .propagation import Propagator
|
|||
from .reflection import Reflector
|
||||
from .signal_processing import SignalProcessor
|
||||
|
||||
# Import data transformation agent
|
||||
from tradingagents.agents.data_visualizer.data_transformation_agent import DataTransformationAgent, TransformationConfig
|
||||
|
||||
|
||||
class TradingAgentsGraph:
|
||||
"""Main class that orchestrates the trading agents framework."""
|
||||
|
|
@ -186,9 +189,15 @@ class TradingAgentsGraph:
|
|||
# Log state
|
||||
self._log_state(trade_date, final_state)
|
||||
|
||||
# Return decision and processed signal
|
||||
return final_state, self.process_signal(final_state["final_trade_decision"])
|
||||
# Transform output JSON into widget-friendly format
|
||||
data_transformation_agent = DataTransformationAgent(TransformationConfig(
|
||||
eval_results_path=f"scripts/eval_results/{company_name}/TradingAgentsStrategy_transformed_logs/full_states_log_{trade_date}.json"))
|
||||
|
||||
transformed_output = data_transformation_agent.transform_single_file(self._get_state(trade_date))
|
||||
|
||||
# Return decision and processed signal
|
||||
return transformed_output, self.process_signal(final_state["final_trade_decision"])
|
||||
|
||||
def _log_state(self, trade_date, final_state):
|
||||
"""Log the final state to a JSON file."""
|
||||
self.log_states_dict[str(trade_date)] = {
|
||||
|
|
@ -231,6 +240,9 @@ class TradingAgentsGraph:
|
|||
) as f:
|
||||
json.dump(self.log_states_dict, f, indent=4)
|
||||
|
||||
def _get_state(self, trade_date):
|
||||
return self.log_states_dict[str(trade_date)]
|
||||
|
||||
def reflect_and_remember(self, returns_losses):
|
||||
"""Reflect on decisions and update memory based on returns."""
|
||||
self.reflector.reflect_bull_researcher(
|
||||
|
|
|
|||
File diff suppressed because one or more lines are too long
Loading…
Reference in New Issue