89 lines
4.1 KiB
Python
89 lines
4.1 KiB
Python
from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder
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from tradingagents.agents.analysts._claude_agent_runner import run_sdk_analyst
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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_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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from tradingagents.llm_clients.claude_agent_client import ChatClaudeAgent
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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. 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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"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: **BUY/HOLD/SELL** or deliverable,"
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" prefix your response with FINAL TRANSACTION PROPOSAL: **BUY/HOLD/SELL** 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}. {instrument_context}",
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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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if isinstance(llm, ChatClaudeAgent):
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full_system = (
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"You are a helpful AI assistant. Use the provided tools to progress towards "
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"producing the requested report. "
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f"You have access to the following tools: {', '.join(t.name for t in tools)}. "
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f"For your reference, the current date is {current_date}. {instrument_context}\n\n"
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f"{system_message}"
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)
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return run_sdk_analyst(
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llm=llm,
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state=state,
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system_prompt=full_system,
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lc_tools=tools,
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server_name="fundamentals_analyst",
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report_field="fundamentals_report",
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)
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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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