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TradingAgents
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TradingAgents/cli/utils.py

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import questionary
from typing import List, Optional, Tuple, Dict
from rich.console import Console
from cli.models import AnalystType
console = Console()
TICKER_INPUT_EXAMPLES = "Examples: SPY, CNC.TO, 7203.T, 0700.HK"
ANALYST_ORDER = [
("Market Analyst", AnalystType.MARKET),
("Social Media Analyst", AnalystType.SOCIAL),
("News Analyst", AnalystType.NEWS),
("Fundamentals Analyst", AnalystType.FUNDAMENTALS),
]
def get_ticker() -> str:
"""Prompt the user to enter a ticker symbol."""
ticker = questionary.text(
f"Enter the exact ticker symbol to analyze ({TICKER_INPUT_EXAMPLES}):",
validate=lambda x: len(x.strip()) > 0 or "Please enter a valid ticker symbol.",
style=questionary.Style(
[
("text", "fg:green"),
("highlighted", "noinherit"),
]
),
).ask()
if not ticker:
console.print("\n[red]No ticker symbol provided. Exiting...[/red]")
exit(1)
return normalize_ticker_symbol(ticker)
def normalize_ticker_symbol(ticker: str) -> str:
"""Normalize ticker input while preserving exchange suffixes."""
return ticker.strip().upper()
def get_analysis_date() -> str:
"""Prompt the user to enter a date in YYYY-MM-DD format."""
import re
from datetime import datetime
def validate_date(date_str: str) -> bool:
if not re.match(r"^\d{4}-\d{2}-\d{2}$", date_str):
return False
try:
datetime.strptime(date_str, "%Y-%m-%d")
return True
except ValueError:
return False
date = questionary.text(
"Enter the analysis date (YYYY-MM-DD):",
validate=lambda x: validate_date(x.strip())
or "Please enter a valid date in YYYY-MM-DD format.",
style=questionary.Style(
[
("text", "fg:green"),
("highlighted", "noinherit"),
]
),
).ask()
if not date:
console.print("\n[red]No date provided. Exiting...[/red]")
exit(1)
return date.strip()
def select_analysts() -> List[AnalystType]:
"""Select analysts using an interactive checkbox."""
choices = questionary.checkbox(
"Select Your [Analysts Team]:",
choices=[
questionary.Choice(display, value=value) for display, value in ANALYST_ORDER
],
instruction="\n- Press Space to select/unselect analysts\n- Press 'a' to select/unselect all\n- Press Enter when done",
validate=lambda x: len(x) > 0 or "You must select at least one analyst.",
style=questionary.Style(
[
("checkbox-selected", "fg:green"),
("selected", "fg:green noinherit"),
("highlighted", "noinherit"),
("pointer", "noinherit"),
]
),
).ask()
if not choices:
console.print("\n[red]No analysts selected. Exiting...[/red]")
exit(1)
return choices
def select_research_depth() -> int:
"""Select research depth using an interactive selection."""
# Define research depth options with their corresponding values
DEPTH_OPTIONS = [
("Shallow - Quick research, few debate and strategy discussion rounds", 1),
("Medium - Middle ground, moderate debate rounds and strategy discussion", 3),
("Deep - Comprehensive research, in depth debate and strategy discussion", 5),
]
choice = questionary.select(
"Select Your [Research Depth]:",
choices=[
questionary.Choice(display, value=value) for display, value in DEPTH_OPTIONS
],
instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
style=questionary.Style(
[
("selected", "fg:yellow noinherit"),
("highlighted", "fg:yellow noinherit"),
("pointer", "fg:yellow noinherit"),
]
),
).ask()
if choice is None:
console.print("\n[red]No research depth selected. Exiting...[/red]")
exit(1)
return choice
def select_shallow_thinking_agent(provider) -> str:
"""Select shallow thinking llm engine using an interactive selection."""
# Define shallow thinking llm engine options with their corresponding model names
# Ordering: medium → light → heavy (balanced first for quick tasks)
# Within same tier, newer models first
SHALLOW_AGENT_OPTIONS = {
"openai": [
("GPT-5 Mini - Balanced speed, cost, and capability", "gpt-5-mini"),
("GPT-5 Nano - High-throughput, simple tasks", "gpt-5-nano"),
("GPT-5.4 - Latest frontier, 1M context", "gpt-5.4"),
("GPT-4.1 - Smartest non-reasoning model", "gpt-4.1"),
],
"anthropic": [
("Claude Sonnet 4.6 - Best speed and intelligence balance", "claude-sonnet-4-6"),
("Claude Haiku 4.5 - Fast, near-instant responses", "claude-haiku-4-5"),
("Claude Sonnet 4.5 - Agents and coding", "claude-sonnet-4-5"),
],
"google": [
("Gemini 3 Flash - Next-gen fast", "gemini-3-flash-preview"),
("Gemini 2.5 Flash - Balanced, stable", "gemini-2.5-flash"),
("Gemini 3.1 Flash Lite - Most cost-efficient", "gemini-3.1-flash-lite-preview"),
("Gemini 2.5 Flash Lite - Fast, low-cost", "gemini-2.5-flash-lite"),
],
"xai": [
("Grok 4.1 Fast (Non-Reasoning) - Speed optimized, 2M ctx", "grok-4-1-fast-non-reasoning"),
("Grok 4 Fast (Non-Reasoning) - Speed optimized", "grok-4-fast-non-reasoning"),
("Grok 4.1 Fast (Reasoning) - High-performance, 2M ctx", "grok-4-1-fast-reasoning"),
],
"openrouter": [
("NVIDIA Nemotron 3 Nano 30B (free)", "nvidia/nemotron-3-nano-30b-a3b:free"),
("Z.AI GLM 4.5 Air (free)", "z-ai/glm-4.5-air:free"),
],
"ollama": [
("Qwen3:latest (8B, local)", "qwen3:latest"),
("GPT-OSS:latest (20B, local)", "gpt-oss:latest"),
("GLM-4.7-Flash:latest (30B, local)", "glm-4.7-flash:latest"),
],
}
choice = questionary.select(
"Select Your [Quick-Thinking LLM Engine]:",
choices=[
questionary.Choice(display, value=value)
for display, value in SHALLOW_AGENT_OPTIONS[provider.lower()]
],
instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
style=questionary.Style(
[
("selected", "fg:magenta noinherit"),
("highlighted", "fg:magenta noinherit"),
("pointer", "fg:magenta noinherit"),
]
),
).ask()
if choice is None:
console.print(
"\n[red]No shallow thinking llm engine selected. Exiting...[/red]"
)
exit(1)
return choice
def select_deep_thinking_agent(provider) -> str:
"""Select deep thinking llm engine using an interactive selection."""
# Define deep thinking llm engine options with their corresponding model names
# Ordering: heavy → medium → light (most capable first for deep tasks)
# Within same tier, newer models first
DEEP_AGENT_OPTIONS = {
"openai": [
("GPT-5.4 - Latest frontier, 1M context", "gpt-5.4"),
("GPT-5.2 - Strong reasoning, cost-effective", "gpt-5.2"),
("GPT-5 Mini - Balanced speed, cost, and capability", "gpt-5-mini"),
("GPT-5.4 Pro - Most capable, expensive ($30/$180 per 1M tokens)", "gpt-5.4-pro"),
],
"anthropic": [
("Claude Opus 4.6 - Most intelligent, agents and coding", "claude-opus-4-6"),
("Claude Opus 4.5 - Premium, max intelligence", "claude-opus-4-5"),
("Claude Sonnet 4.6 - Best speed and intelligence balance", "claude-sonnet-4-6"),
("Claude Sonnet 4.5 - Agents and coding", "claude-sonnet-4-5"),
],
"google": [
("Gemini 3.1 Pro - Reasoning-first, complex workflows", "gemini-3.1-pro-preview"),
("Gemini 3 Flash - Next-gen fast", "gemini-3-flash-preview"),
("Gemini 2.5 Pro - Stable pro model", "gemini-2.5-pro"),
("Gemini 2.5 Flash - Balanced, stable", "gemini-2.5-flash"),
],
"xai": [
("Grok 4 - Flagship model", "grok-4-0709"),
("Grok 4.1 Fast (Reasoning) - High-performance, 2M ctx", "grok-4-1-fast-reasoning"),
("Grok 4 Fast (Reasoning) - High-performance", "grok-4-fast-reasoning"),
("Grok 4.1 Fast (Non-Reasoning) - Speed optimized, 2M ctx", "grok-4-1-fast-non-reasoning"),
],
"openrouter": [
("Z.AI GLM 4.5 Air (free)", "z-ai/glm-4.5-air:free"),
("NVIDIA Nemotron 3 Nano 30B (free)", "nvidia/nemotron-3-nano-30b-a3b:free"),
],
"ollama": [
("GLM-4.7-Flash:latest (30B, local)", "glm-4.7-flash:latest"),
("GPT-OSS:latest (20B, local)", "gpt-oss:latest"),
("Qwen3:latest (8B, local)", "qwen3:latest"),
],
}
choice = questionary.select(
"Select Your [Deep-Thinking LLM Engine]:",
choices=[
questionary.Choice(display, value=value)
for display, value in DEEP_AGENT_OPTIONS[provider.lower()]
],
instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
style=questionary.Style(
[
("selected", "fg:magenta noinherit"),
("highlighted", "fg:magenta noinherit"),
("pointer", "fg:magenta noinherit"),
]
),
).ask()
if choice is None:
console.print("\n[red]No deep thinking llm engine selected. Exiting...[/red]")
exit(1)
return choice
def select_llm_provider() -> tuple[str, str]:
"""Select the OpenAI api url using interactive selection."""
# Define OpenAI api options with their corresponding endpoints
BASE_URLS = [
("OpenAI", "https://api.openai.com/v1"),
("Google", "https://generativelanguage.googleapis.com/v1"),
("Anthropic", "https://api.anthropic.com/"),
("xAI", "https://api.x.ai/v1"),
("Openrouter", "https://openrouter.ai/api/v1"),
("Ollama", "http://localhost:11434/v1"),
]
choice = questionary.select(
"Select your LLM Provider:",
choices=[
questionary.Choice(display, value=(display, value))
for display, value in BASE_URLS
],
instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
style=questionary.Style(
[
("selected", "fg:magenta noinherit"),
("highlighted", "fg:magenta noinherit"),
("pointer", "fg:magenta noinherit"),
]
),
).ask()
if choice is None:
console.print("\n[red]no OpenAI backend selected. Exiting...[/red]")
exit(1)
display_name, url = choice
print(f"You selected: {display_name}\tURL: {url}")
return display_name, url
def ask_openai_reasoning_effort() -> str:
"""Ask for OpenAI reasoning effort level."""
choices = [
questionary.Choice("Medium (Default)", "medium"),
questionary.Choice("High (More thorough)", "high"),
questionary.Choice("Low (Faster)", "low"),
]
return questionary.select(
"Select Reasoning Effort:",
choices=choices,
style=questionary.Style([
("selected", "fg:cyan noinherit"),
("highlighted", "fg:cyan noinherit"),
("pointer", "fg:cyan noinherit"),
]),
).ask()
def ask_gemini_thinking_config() -> str | None:
"""Ask for Gemini thinking configuration.
Returns thinking_level: "high" or "minimal".
Client maps to appropriate API param based on model series.
"""
return questionary.select(
"Select Thinking Mode:",
choices=[
questionary.Choice("Enable Thinking (recommended)", "high"),
questionary.Choice("Minimal/Disable Thinking", "minimal"),
],
style=questionary.Style([
("selected", "fg:green noinherit"),
("highlighted", "fg:green noinherit"),
("pointer", "fg:green noinherit"),
]),
).ask()
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