from datetime import datetime, timedelta, timezone from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder from tradingagents.agents.utils.scanner_tools import get_earnings_calendar, get_topic_news from tradingagents.agents.utils.tool_runner import run_tool_loop def create_factor_alignment_scanner(llm): def factor_alignment_scanner_node(state): scan_date = state["scan_date"] tools = [get_topic_news, get_earnings_calendar] 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 "" ) try: start_date = datetime.strptime(scan_date, "%Y-%m-%d").date() except ValueError: start_date = datetime.now(timezone.utc).date() end_date = start_date + timedelta(days=21) system_message = ( "You are a factor strategist looking for global 1-3 month drift signals from analyst sentiment and " "earnings revision flow. Stay market-wide: do not deep-dive individual tickers one by one.\n\n" "You MUST perform these bounded searches:\n" "1. Call get_topic_news on analyst upgrades/downgrades and recommendation changes.\n" "2. Call get_topic_news on earnings estimate revisions, raised guidance, and estimate cuts.\n" f"3. Call get_earnings_calendar from {start_date.isoformat()} to {end_date.isoformat()}.\n\n" "Then write a concise report covering:\n" "(1) sectors/themes seeing the strongest positive revision breadth,\n" "(2) sectors/themes with deteriorating revision pressure,\n" "(3) 5-8 globally surfaced tickers that appear repeatedly in the analyst/revision flow,\n" "(4) how this factor evidence aligns or conflicts with the sector-tailwind backdrop.\n" "Prefer names that show both positive analyst tone and upward earnings expectation drift." f"{sector_section}" ) 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." " You have access to the following tools: {tool_names}.\n{system_message}" " For your reference, the current date is {current_date}.", ), 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=scan_date) chain = prompt | llm.bind_tools(tools) result = run_tool_loop(chain, state["messages"], tools) return { "messages": [result], "factor_alignment_report": result.content or "", "sender": "factor_alignment_scanner", } return factor_alignment_scanner_node