72 lines
3.3 KiB
Python
72 lines
3.3 KiB
Python
from datetime import datetime, timedelta, timezone
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from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder
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from tradingagents.agents.utils.scanner_tools import get_earnings_calendar, get_topic_news
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from tradingagents.agents.utils.tool_runner import run_tool_loop
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def create_factor_alignment_scanner(llm):
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def factor_alignment_scanner_node(state):
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scan_date = state["scan_date"]
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tools = [get_topic_news, get_earnings_calendar]
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sector_context = state.get("sector_performance_report", "")
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sector_section = (
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f"\n\nSector rotation context from the Sector Scanner:\n{sector_context}"
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if sector_context
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else ""
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)
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try:
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start_date = datetime.strptime(scan_date, "%Y-%m-%d").date()
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except ValueError:
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start_date = datetime.now(timezone.utc).date()
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end_date = start_date + timedelta(days=21)
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system_message = (
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"You are a factor strategist looking for global 1-3 month drift signals from analyst sentiment and "
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"earnings revision flow. Stay market-wide: do not deep-dive individual tickers one by one.\n\n"
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"You MUST perform these bounded searches:\n"
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"1. Call get_topic_news on analyst upgrades/downgrades and recommendation changes.\n"
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"2. Call get_topic_news on earnings estimate revisions, raised guidance, and estimate cuts.\n"
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f"3. Call get_earnings_calendar from {start_date.isoformat()} to {end_date.isoformat()}.\n\n"
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"Then write a concise report covering:\n"
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"(1) sectors/themes seeing the strongest positive revision breadth,\n"
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"(2) sectors/themes with deteriorating revision pressure,\n"
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"(3) 5-8 globally surfaced tickers that appear repeatedly in the analyst/revision flow,\n"
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"(4) how this factor evidence aligns or conflicts with the sector-tailwind backdrop.\n"
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"Prefer names that show both positive analyst tone and upward earnings expectation drift."
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f"{sector_section}"
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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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" 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}.",
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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=scan_date)
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chain = prompt | llm.bind_tools(tools)
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result = run_tool_loop(chain, state["messages"], tools)
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return {
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"messages": [result],
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"factor_alignment_report": result.content or "",
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"sender": "factor_alignment_scanner",
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}
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return factor_alignment_scanner_node
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