"""Smart Money Scanner — runs sequentially after sector_scanner. Runs three Finviz screeners to find institutional footprints: 1. Insider buying (open-market purchases by insiders) 2. Unusual volume (2x+ normal, price > $10) 3. Breakout accumulation (52-week highs on 2x+ volume) Positioned after sector_scanner so it can use sector rotation data as context when interpreting and prioritizing Finviz signals. Each screener tool has no parameters — filters are hardcoded to prevent LLM hallucinations. """ from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder from tradingagents.agents.utils.scanner_tools import ( get_breakout_accumulation_stocks, get_insider_buying_stocks, get_unusual_volume_stocks, ) from tradingagents.agents.utils.tool_runner import run_tool_loop def create_smart_money_scanner(llm): def smart_money_scanner_node(state): scan_date = state["scan_date"] tools = [ get_insider_buying_stocks, get_unusual_volume_stocks, get_breakout_accumulation_stocks, ] # Inject sector rotation context — available because this node runs # after sector_scanner completes. sector_context = state.get("sector_performance_report", "") sector_section = ( f"\n\nSector rotation context from the Sector Scanner:\n{sector_context}" if sector_context else "" ) system_message = ( "You are a quantitative analyst hunting for 'Smart Money' institutional footprints in today's market. " "You MUST call all three of these tools exactly once each:\n" "1. `get_insider_buying_stocks` — insider open-market purchases\n" "2. `get_unusual_volume_stocks` — stocks trading at 2x+ normal volume\n" "3. `get_breakout_accumulation_stocks` — institutional breakout accumulation pattern\n\n" "After running all three scans, write a concise report highlighting the best 5 to 8 specific tickers " "you found. For each ticker, state: which scan flagged it, its sector, and why it is anomalous " "(e.g., 'XYZ has heavy insider buying in a sector that is showing strong rotation momentum'). " "Use the sector rotation context below to prioritize tickers from leading sectors and flag any " "smart money signals that confirm or contradict the sector trend. " "If any scan returned unavailable or empty, note it briefly and focus on the remaining results. " "This report will be used by the Macro Strategist to identify high-conviction candidates via the " "Golden Overlap (bottom-up smart money signals cross-referenced with top-down macro themes)." f"{sector_section}" ) prompt = ChatPromptTemplate.from_messages( [ ( "system", "You are a helpful AI assistant, collaborating with other assistants.\n{system_message}" "\nFor your reference, the current date is {current_date}.", ), MessagesPlaceholder(variable_name="messages"), ] ) prompt = prompt.partial(system_message=system_message) prompt = prompt.partial(current_date=scan_date) chain = prompt | llm.bind_tools(tools) result = run_tool_loop(chain, state["messages"], tools) report = result.content or "" return { "messages": [result], "smart_money_report": report, "sender": "smart_money_scanner", } return smart_money_scanner_node