from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder from tradingagents.agents.utils.agent_utils import ( build_instrument_context, get_balance_sheet, get_cashflow, get_fundamentals, get_income_statement, get_insider_transactions, get_language_instruction, ) from tradingagents.dataflows.config import get_config def create_fundamentals_analyst(llm): def fundamentals_analyst_node(state): current_date = state["trade_date"] instrument_context = build_instrument_context(state["company_of_interest"]) tools = [ get_fundamentals, get_balance_sheet, get_cashflow, get_income_statement, get_insider_transactions, ] system_message = ( "You are a researcher tasked with analyzing fundamental information over the past week about a company. Please write a comprehensive report of the company's fundamental information such as financial documents, company profile, basic company financials, company financial history, insider sentiment and insider transactions to gain a full view of the company's fundamental information to inform traders. Make sure to include as much detail as possible. Do not simply state the trends are mixed; provide detailed, fine-grained analysis and insights that may help traders make decisions. Provide specific, actionable insights with supporting evidence to help traders make informed decisions." + " Make 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, and `get_insider_transactions` for insider trading activity." + get_language_instruction(), ) 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: **BUY/HOLD/SELL** or deliverable," " prefix your response with FINAL TRANSACTION PROPOSAL: **BUY/HOLD/SELL** 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}. {instrument_context}", ), 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(instrument_context=instrument_context) 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