73 lines
3.7 KiB
Python
73 lines
3.7 KiB
Python
from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder
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import time
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import json
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from tradingagents.agents.utils.agent_utils import get_fundamentals, get_balance_sheet, get_cashflow, get_income_statement, get_insider_sentiment, get_insider_transactions
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from tradingagents.dataflows.config import get_config
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def create_fundamentals_analyst(llm):
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def fundamentals_analyst_node(state):
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current_date = state["trade_date"]
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ticker = state["company_of_interest"]
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company_name = state["company_of_interest"]
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tools = [
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get_fundamentals,
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get_balance_sheet,
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get_cashflow,
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get_income_statement,
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]
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system_message = (
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"You are a Tactical Fundamental Analyst focused on SHORT-TERM (1-2 weeks) price catalysts. "
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"Your goal is to analyze financial data to identify immediate triggers that will move the price in the next 10 trading days. "
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"Ignore long-term 'intrinsic value' if it will not be realized this week. "
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"Look for approaching earnings beats, guidance raises, or immediate liquidity risks. "
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"Do not simply state the financials are good; determine if they are good ENOUGH to move the stock NOW."
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+ "\n\nDECISION LOGIC:"
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+ "\n- LONG: Approaching earnings beat, guidance raise, or undervalued with a specific near-term catalyst."
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+ "\n- SHORT: Deteriorating fundamentals, liquidity crisis, or extreme overvaluation with a negative trigger."
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+ "\n- HOLD: Valuation is fair, or no immediate fundamental catalysts exist."
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+ "\n\nMake sure to append a Markdown table at the end of the report to organize key points in the report, organized and easy to read."
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+ " Use the available tools: `get_fundamentals` for comprehensive company analysis, `get_balance_sheet`, `get_cashflow`, and `get_income_statement` for specific financial statements."
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+ "\n\nYOU MUST CONCLUDE YOUR REPORT WITH: 'SIGNAL: [LONG/SHORT/HOLD]'"
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)
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prompt = ChatPromptTemplate.from_messages(
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[
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(
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"system",
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"You are a helpful AI assistant, collaborating with other assistants."
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" Use the provided tools to progress towards answering the question."
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" If you are unable to fully answer, that's OK; another assistant with different tools"
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" will help where you left off. Execute what you can to make progress."
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" If you or any other assistant has the FINAL TRANSACTION PROPOSAL: **LONG/HOLD/SHORT** or deliverable,"
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" prefix your response with FINAL TRANSACTION PROPOSAL: **LONG/HOLD/SHORT** so the team knows to stop."
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" You have access to the following tools: {tool_names}.\n{system_message}"
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"For your reference, the current date is {current_date}. The company we want to look at is {ticker}",
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),
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MessagesPlaceholder(variable_name="messages"),
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]
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)
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prompt = prompt.partial(system_message=system_message)
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prompt = prompt.partial(tool_names=", ".join([tool.name for tool in tools]))
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prompt = prompt.partial(current_date=current_date)
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prompt = prompt.partial(ticker=ticker)
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chain = prompt | llm.bind_tools(tools)
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result = chain.invoke(state["messages"])
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report = ""
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if len(result.tool_calls) == 0:
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report = result.content
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return {
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"messages": [result],
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"fundamentals_report": report,
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}
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return fundamentals_analyst_node
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