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, ) def create_fundamentals_analyst(llm): def fundamentals_analyst_node(state): current_date = state["trade_date"] instrument_context = build_instrument_context( state["company_of_interest"], state.get("instrument_profile"), ) tools = [ get_fundamentals, get_balance_sheet, get_cashflow, get_income_statement, get_insider_transactions, ] system_message = ( "You are a fundamentals analyst focused on medium-term business quality and event risk. " "Center the report on recent disclosures, earnings quality, guidance changes, capital structure, cash flow, margins, insider transactions, and any notable balance-sheet shifts. " "Use `get_fundamentals(ticker, curr_date)` for the overview, `get_balance_sheet`, `get_cashflow`, and `get_income_statement` for statement detail, and `get_insider_transactions(ticker)` for insider activity. " "Do not frame this as only a past-week exercise; emphasize the latest reported fundamentals and the most recent event-driven changes that matter for traders." " End with a Markdown table summarizing the main fundamental strengths, weaknesses, and watch items." + 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." " Return the completed fundamentals report directly once you have enough evidence." " 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