from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder import time import json from tradingagents.agents.utils.agent_utils import get_fundamentals, get_balance_sheet, get_cashflow, get_income_statement, get_insider_sentiment, get_insider_transactions from tradingagents.dataflows.config import get_config def create_fundamentals_analyst(llm): def fundamentals_analyst_node(state): current_date = state["trade_date"] ticker = state["company_of_interest"] company_name = state["company_of_interest"] tools = [ get_fundamentals, get_balance_sheet, get_cashflow, get_income_statement, ] system_message = ( "You are a Tactical Fundamental Analyst focused on SHORT-TERM (1-2 weeks) price catalysts. " "Your goal is to analyze financial data to identify immediate triggers that will move the price in the next 10 trading days. " "Ignore long-term 'intrinsic value' if it will not be realized this week. " "Look for approaching earnings beats, guidance raises, or immediate liquidity risks. " "Do not simply state the financials are good; determine if they are good ENOUGH to move the stock NOW." + "\n\nDECISION LOGIC:" + "\n- LONG: Approaching earnings beat, guidance raise, or undervalued with a specific near-term catalyst." + "\n- SHORT: Deteriorating fundamentals, liquidity crisis, or extreme overvaluation with a negative trigger." + "\n- HOLD: Valuation is fair, or no immediate fundamental catalysts exist." + "\n\nMake sure to append a Markdown table at the end of the report to organize key points in the report, organized and easy to read." + " Use the available tools: `get_fundamentals` for comprehensive company analysis, `get_balance_sheet`, `get_cashflow`, and `get_income_statement` for specific financial statements." + "\n\nYOU MUST CONCLUDE YOUR REPORT WITH: 'SIGNAL: [LONG/SHORT/HOLD]'" ) prompt = ChatPromptTemplate.from_messages( [ ( "system", "You are a helpful AI assistant, collaborating with other assistants." " Use the provided tools to progress towards answering the question." " If you are unable to fully answer, that's OK; another assistant with different tools" " will help where you left off. Execute what you can to make progress." " If you or any other assistant has the FINAL TRANSACTION PROPOSAL: **LONG/HOLD/SHORT** or deliverable," " prefix your response with FINAL TRANSACTION PROPOSAL: **LONG/HOLD/SHORT** so the team knows to stop." " You have access to the following tools: {tool_names}.\n{system_message}" "For your reference, the current date is {current_date}. The company we want to look at is {ticker}", ), MessagesPlaceholder(variable_name="messages"), ] ) prompt = prompt.partial(system_message=system_message) prompt = prompt.partial(tool_names=", ".join([tool.name for tool in tools])) prompt = prompt.partial(current_date=current_date) prompt = prompt.partial(ticker=ticker) chain = prompt | llm.bind_tools(tools) result = chain.invoke(state["messages"]) report = "" if len(result.tool_calls) == 0: report = result.content return { "messages": [result], "fundamentals_report": report, } return fundamentals_analyst_node