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_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 = ( "你是一名研究员,负责分析一家公司过去一周的基本面信息。请撰写一份关于该公司基本面信息的综合报告,例如财务文件、公司简介、基本公司财务状况、公司财务历史、内幕情绪和内幕交易,以全面了解该公司的基本面信息,为交易员提供信息。请确保包含尽可能多的细节。不要简单地说趋势好坏参半,要提供详细、细致的分析和见解,以帮助交易员做出决策。" + "确保在报告末尾附加一个Markdown表格,以整理报告中的要点,使其井井有条、易于阅读。", ) 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"]) return { "messages": [result], "fundamentals_report": result.content, } return fundamentals_analyst_node