from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder def create_fundamentals_analyst(llm, toolkit): def fundamentals_analyst_node(state): current_date = state["trade_date"] ticker = state["company_of_interest"] if toolkit.config["online_tools"]: tools = [toolkit.get_fundamentals_openai] else: tools = [ toolkit.get_finnhub_company_insider_sentiment, toolkit.get_finnhub_company_insider_transactions, toolkit.get_simfin_balance_sheet, toolkit.get_simfin_cashflow, toolkit.get_simfin_income_stmt, ] 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 and finegrained analysis and insights " "that may help traders make 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." ) 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}. The company we want to " "look at is {ticker}", ), MessagesPlaceholder(variable_name="messages"), ] ) prompt = prompt.partial(system_message=system_message) tool_names = ", ".join([tool.name for tool in tools]) prompt = prompt.partial(tool_names=tool_names) prompt = prompt.partial(current_date=current_date) prompt = prompt.partial(ticker=ticker) chain = prompt | llm.bind_tools(tools) result = chain.invoke(state["messages"]) report = result.content if result.content else "" return { "messages": [result], "fundamentals_report": report, } return fundamentals_analyst_node