74 lines
3.4 KiB
Python
74 lines
3.4 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 (
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build_instrument_context,
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get_balance_sheet,
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get_cashflow,
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get_collaboration_stop_instruction,
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get_fundamentals,
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get_income_statement,
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get_insider_transactions,
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get_language_instruction,
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)
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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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instrument_context = build_instrument_context(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 researcher tasked with analyzing fundamental information over the past week about a company. Your fundamental analysis must rely only on the structured accounting and financial statement data returned by the fundamentals tools. Do not use news flow, sentiment, rumors, or macro headlines to justify accounting conclusions. Please write a comprehensive report of the company's fundamental information such as financial documents, company profile, basic company financials, and company financial history to gain a full view of the company's fundamental information to inform traders. Make sure to include as much detail as possible. Provide specific, actionable insights with supporting evidence to help traders make informed decisions."
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+ " Make 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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+ get_language_instruction()
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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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(
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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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+ get_collaboration_stop_instruction()
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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}. {instrument_context}"
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),
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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(instrument_context=instrument_context)
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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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