359 lines
16 KiB
Python
359 lines
16 KiB
Python
"""
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TradingAgentsX service integration
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"""
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import sys
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import os
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from pathlib import Path
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from typing import Dict, Any, List, Optional
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import logging
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# Add parent directory to path to import tradingagents
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sys.path.insert(0, str(Path(__file__).parent.parent.parent.parent))
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from tradingagents.graph.trading_graph import TradingAgentsXGraph
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from tradingagents.default_config import DEFAULT_CONFIG
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from backend.app.core.config import settings
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logger = logging.getLogger(__name__)
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class TradingService:
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"""Service class for interacting with TradingAgentsX"""
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def __init__(self):
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self.default_config = DEFAULT_CONFIG.copy()
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def create_config(
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self,
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research_depth: int = 1,
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deep_think_llm: str = "gpt-5-mini",
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quick_think_llm: str = "gpt-5-mini",
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) -> Dict[str, Any]:
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"""Create configuration for TradingAgentsX"""
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config = self.default_config.copy()
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config["max_debate_rounds"] = research_depth
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config["max_risk_discuss_rounds"] = research_depth
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config["deep_think_llm"] = deep_think_llm
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config["quick_think_llm"] = quick_think_llm
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config["results_dir"] = settings.results_dir
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return config
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async def run_analysis(
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self,
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ticker: str,
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analysis_date: str,
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openai_api_key: Optional[str] = None,
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openai_base_url: str = "https://api.openai.com/v1",
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quick_think_base_url: str = "https://api.openai.com/v1",
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deep_think_base_url: str = "https://api.openai.com/v1",
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quick_think_api_key: Optional[str] = None,
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deep_think_api_key: Optional[str] = None,
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embedding_base_url: str = "https://api.openai.com/v1",
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embedding_api_key: Optional[str] = None,
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alpha_vantage_api_key: Optional[str] = None,
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finmind_api_key: Optional[str] = None, # 台灣股市資料 API
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market_type: str = "us", # 市場類型：us (美股) 或 tw (台股)
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analysts: Optional[List[str]] = None,
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research_depth: int = 1,
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deep_think_llm: str = "gpt-5-mini",
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quick_think_llm: str = "gpt-5-mini",
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) -> Dict[str, Any]:
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"""
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Run trading analysis for a given ticker and date with user-provided API keys
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Args:
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ticker: Stock ticker symbol
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analysis_date: Date in YYYY-MM-DD format
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openai_api_key: OpenAI API Key (required)
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openai_base_url: OpenAI API Base URL (optional, deprecated)
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quick_think_base_url: Base URL for Quick Thinking Model
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deep_think_base_url: Base URL for Deep Thinking Model
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alpha_vantage_api_key: Alpha Vantage API Key (optional, for US stocks)
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finmind_api_key: FinMind API Token (optional, for Taiwan stocks)
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market_type: Market type - 'us' for US stocks, 'tw' for Taiwan stocks
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analysts: List of analyst types to include
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research_depth: Research depth (1-5)
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deep_think_llm: Deep thinking LLM model
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quick_think_llm: Quick thinking LLM model
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Returns:
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Dict containing analysis results
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"""
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try:
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# Default analysts if not provided
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if analysts is None:
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analysts = ["market", "social", "news", "fundamentals"]
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# Dynamically set environment variables for this request
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import os
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original_openai_key = os.environ.get("OPENAI_API_KEY")
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original_alpha_key = os.environ.get("ALPHA_VANTAGE_API_KEY")
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original_finmind_key = os.environ.get("FINMIND_API_TOKEN")
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try:
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# Set Alpha Vantage API key if provided
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if alpha_vantage_api_key:
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os.environ["ALPHA_VANTAGE_API_KEY"] = alpha_vantage_api_key
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# Set FinMind API token if provided
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if finmind_api_key:
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os.environ["FINMIND_API_TOKEN"] = finmind_api_key
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# Set OpenAI API key for dataflows (openai.py reads from env var)
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if openai_api_key:
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os.environ["OPENAI_API_KEY"] = openai_api_key
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# Create configuration
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logger.info(f"Initializing TradingAgentsX for {ticker} on {analysis_date}")
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config = self.create_config(research_depth, deep_think_llm, quick_think_llm)
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# Normalize base URLs (ensure lowercase paths, common issue with custom endpoints)
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def normalize_base_url(url: str) -> str:
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"""Normalize base URL to ensure proper formatting"""
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if url:
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# Replace common case variations
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url = url.replace("/V1", "/v1")
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url = url.replace("/V2", "/v2")
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return url
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# Override with user-provided settings
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config["llm_provider"] = "openai"
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# Use specific base URLs if provided, otherwise fallback to openai_base_url
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config["quick_think_base_url"] = normalize_base_url(
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quick_think_base_url if quick_think_base_url != "https://api.openai.com/v1" else openai_base_url
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)
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config["deep_think_base_url"] = normalize_base_url(
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deep_think_base_url if deep_think_base_url != "https://api.openai.com/v1" else openai_base_url
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)
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# Set backend_url as a fallback
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config["backend_url"] = normalize_base_url(openai_base_url)
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# Resolve API keys: Use specific key if provided, else fallback to openai_api_key (legacy/shared)
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# Note: For non-OpenAI providers, the user MUST provide the specific key if it differs from the shared one.
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config["quick_think_api_key"] = quick_think_api_key if quick_think_api_key else openai_api_key
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config["deep_think_api_key"] = deep_think_api_key if deep_think_api_key else openai_api_key
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config["embedding_base_url"] = normalize_base_url(embedding_base_url)
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config["embedding_api_key"] = embedding_api_key if embedding_api_key else openai_api_key
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# 根據 market_type 設定資料供應商
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if market_type in ["twse", "tpex"]:
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# 台股（上市/上櫃/興櫃）：使用 FinMind 作為所有資料來源
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market_label = "上市" if market_type == "twse" else "上櫃/興櫃"
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logger.info(f"Market type: Taiwan stocks ({market_label}) - using FinMind data provider")
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config["data_vendors"] = {
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"core_stock_apis": "finmind",
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"technical_indicators": "finmind",
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"fundamental_data": "finmind",
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"news_data": "finmind",
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}
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# 所有工具也使用 finmind
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config["tool_vendors"] = {
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"get_stock_data": "finmind",
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"get_indicators": "finmind",
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"get_fundamentals": "finmind",
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"get_balance_sheet": "finmind",
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"get_cashflow": "finmind",
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"get_income_statement": "finmind",
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"get_news": "finmind",
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"get_global_news": "finmind",
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"get_insider_sentiment": "finmind",
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"get_insider_transactions": "finmind",
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}
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# 儲存市場類型供 price_service 使用
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config["market_type"] = market_type
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else:
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# 美股：維持原有邏輯（不修改 data_vendors 和 tool_vendors）
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logger.info(f"Market type: US stocks - using default data providers")
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# Initialize TradingAgentsX graph
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graph = TradingAgentsXGraph(analysts, config=config, debug=True)
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# Run analysis
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logger.info(f"Running analysis for {ticker}")
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final_state, decision = graph.propagate(ticker, analysis_date)
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# Extract reports from final state
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reports = {
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"market_report": final_state.get("market_report"),
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"sentiment_report": final_state.get("sentiment_report"),
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"news_report": final_state.get("news_report"),
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"fundamentals_report": final_state.get("fundamentals_report"),
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"investment_plan": final_state.get("investment_plan"),
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"trader_investment_plan": final_state.get("trader_investment_plan"),
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"final_trade_decision": final_state.get("final_trade_decision"),
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"investment_debate_state": final_state.get("investment_debate_state"),
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"risk_debate_state": final_state.get("risk_debate_state"),
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}
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# Load price data
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from backend.app.services.price_service import PriceService
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price_data = None
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price_stats = None
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try:
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price_df = PriceService.load_price_data(ticker, config.get("data_cache_dir"))
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if price_df is not None:
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price_data = PriceService.prepare_chart_data(price_df)
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price_stats = PriceService.calculate_stats(price_df)
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logger.info(f"Loaded {len(price_data)} price data points for {ticker}")
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except Exception as e:
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logger.warning(f"Could not load price data for {ticker}: {e}")
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return {
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"status": "success",
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"ticker": ticker,
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"analysis_date": analysis_date,
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"decision": decision,
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"reports": reports,
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"price_data": price_data,
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"price_stats": price_stats,
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}
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finally:
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# Clean up environment variables after request
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if original_openai_key is not None:
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os.environ["OPENAI_API_KEY"] = original_openai_key
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elif openai_api_key and "OPENAI_API_KEY" in os.environ:
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# Only delete if we set it (and there was no original key)
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del os.environ["OPENAI_API_KEY"]
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if original_alpha_key is not None:
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os.environ["ALPHA_VANTAGE_API_KEY"] = original_alpha_key
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elif alpha_vantage_api_key and "ALPHA_VANTAGE_API_KEY" in os.environ:
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del os.environ["ALPHA_VANTAGE_API_KEY"]
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if original_finmind_key is not None:
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os.environ["FINMIND_API_TOKEN"] = original_finmind_key
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elif finmind_api_key and "FINMIND_API_TOKEN" in os.environ:
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del os.environ["FINMIND_API_TOKEN"]
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except Exception as e:
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logger.error(f"Analysis failed for {ticker}: {str(e)}", exc_info=True)
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# Check if it's a rate limit error
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error_message = str(e)
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error_type = "general"
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retry_after = None
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quota_limit = None
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quota_metric = None
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# Detect OpenAI/Gemini Rate Limit Errors
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if "Error code: 429" in error_message or "RateLimitError" in str(type(e).__name__):
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error_type = "rate_limit"
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# Extract quota details from error message
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import re
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# Extract limit (e.g., "limit: 20")
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limit_match = re.search(r'limit:\s*(\d+)', error_message)
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if limit_match:
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quota_limit = int(limit_match.group(1))
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# Extract model name
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model_match = re.search(r'model:\s*([\w\-\.]+)', error_message)
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model_name = model_match.group(1) if model_match else "unknown"
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# Extract retry time (e.g., "retry in 37.312655565s" or "retryDelay": "37s")
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retry_match = re.search(r'retry in ([\d\.]+)s', error_message)
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if not retry_match:
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retry_match = re.search(r'"retryDelay":\s*"(\d+)s"', error_message)
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if retry_match:
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retry_after = int(float(retry_match.group(1)))
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# Extract quota metric name
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metric_match = re.search(r'quotaMetric["\']:\s*["\']([^"\']+)', error_message)
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if metric_match:
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quota_metric = metric_match.group(1)
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# Create user-friendly message
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if quota_limit and model_name:
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error_message = (
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f"API Rate Limit Exceeded: You've reached the quota limit of {quota_limit} requests "
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f"for model '{model_name}'. "
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)
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if retry_after:
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minutes = retry_after // 60
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seconds = retry_after % 60
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if minutes > 0:
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error_message += f"Please retry in {minutes} minute(s) and {seconds} second(s). "
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else:
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error_message += f"Please retry in {seconds} second(s). "
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error_message += (
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"Consider upgrading to a paid plan for higher limits, or reduce the number of "
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"analysts/research depth to minimize API calls."
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)
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else:
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error_message = (
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"API Rate Limit Exceeded: You've exceeded your quota. "
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"Please wait before retrying, or consider upgrading to a paid plan."
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)
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return {
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"status": "error",
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"ticker": ticker,
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"analysis_date": analysis_date,
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"error": error_message,
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"error_type": error_type,
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"retry_after": retry_after,
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"quota_limit": quota_limit,
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}
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def get_available_analysts(self) -> List[str]:
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"""Get list of available analyst types"""
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return ["market", "social", "news", "fundamentals"]
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def get_available_llms(self) -> List[str]:
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"""Get list of available OpenAI LLM models"""
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return [
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# OpenAI
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"gpt-5.1",
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"gpt-5-mini",
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"gpt-5-nano",
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"gpt-4.1-mini",
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"gpt-4.1-nano",
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"o4-mini",
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# Anthropic (Official model IDs)
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"claude-sonnet-4-5-20250929",
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"claude-haiku-4-5-20251001",
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"claude-sonnet-4-20250514",
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"claude-3-7-sonnet-20250219",
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"claude-3-5-haiku-20241022",
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"claude-3-haiku-20240307",
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# Google
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"gemini-2.5-pro",
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"gemini-2.5-flash",
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"gemini-2.5-flash-lite",
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"gemini-2.0-flash",
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"gemini-2.0-flash-lite",
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# Grok
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"grok-4-1-fast-reasoning",
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"grok-4-1-fast-non-reasoning",
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"grok-4-fast-reasoning",
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"grok-4-fast-non-reasoning",
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"grok-4-0709",
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"grok-3",
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"grok-3-mini",
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# DeepSeek
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"deepseek-reasoner",
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"deepseek-chat",
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# Qwen
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"qwen3-max",
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"qwen-plus",
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"qwen-flash",
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]
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def get_default_config(self) -> Dict[str, Any]:
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"""Get default configuration"""
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return {
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"research_depth": 1,
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"deep_think_llm": "gpt-5-mini",
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"quick_think_llm": "gpt-5-mini",
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"max_debate_rounds": 1,
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"max_risk_discuss_rounds": 1,
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}
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# Global service instance
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trading_service = TradingService()
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