74 lines
3.3 KiB
Python
74 lines
3.3 KiB
Python
from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder
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def create_fundamentals_analyst(llm, toolkit):
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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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if toolkit.config["online_tools"]:
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tools = [toolkit.get_fundamentals_openai]
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else:
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tools = [
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toolkit.get_finnhub_company_insider_sentiment,
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toolkit.get_finnhub_company_insider_transactions,
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toolkit.get_simfin_balance_sheet,
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toolkit.get_simfin_cashflow,
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toolkit.get_simfin_income_stmt,
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]
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system_message = (
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"You are a researcher tasked with analyzing fundamental "
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"information over the past week about a company. Please write "
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"a comprehensive report of the company's fundamental information "
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"such as financial documents, company profile, basic company "
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"financials, company financial history, insider sentiment and "
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"insider transactions to gain a full view of the company's "
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"fundamental information to inform traders. Make sure to include "
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"as much detail as possible. Do not simply state the trends are "
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"mixed, provide detailed and finegrained analysis and insights "
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"that may help traders make decisions. Make sure to append a "
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"Markdown table at the end of the report to organize key points "
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"in the report, organized and easy to read."
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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 "
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"assistants. Use the provided tools to progress towards "
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"answering the question. If you are unable to fully answer, "
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"that's OK; another assistant with different tools will help "
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"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 "
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"PROPOSAL: **BUY/HOLD/SELL** or deliverable, prefix your "
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"response with FINAL TRANSACTION PROPOSAL: **BUY/HOLD/SELL** "
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"so the team knows to stop. You have access to the following "
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"tools: {tool_names}.\n{system_message}For your reference, "
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"the current date is {current_date}. The company we want to "
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"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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tool_names = ", ".join([tool.name for tool in tools])
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prompt = prompt.partial(tool_names=tool_names)
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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 = result.content if result.content else ""
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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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