from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder import time import json def create_fundamentals_analyst(llm, toolkit): def fundamentals_analyst_node(state): current_date = state["trade_date"] ticker = state["company_of_interest"] company_name = state["company_of_interest"] if toolkit.config["online_tools"]: tools = [toolkit.get_fundamentals_from_llm] 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) 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