95 lines
4.6 KiB
Python
95 lines
4.6 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 get_fundamentals, get_balance_sheet, get_cashflow, get_income_statement, get_insider_sentiment, get_insider_transactions, normalize_agent_output
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from tradingagents.dataflows.config import get_config
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from tradingagents.utils.logger import app_logger as logger
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from tradingagents.utils.anonymizer import TickerAnonymizer
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# Initialize anonymizer
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anonymizer = TickerAnonymizer()
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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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real_ticker = state["company_of_interest"]
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ticker = anonymizer.anonymize_ticker(real_ticker)
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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. Do not simply state the trends are mixed, provide detailed and finegrained analysis and insights that may help traders make 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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+ """
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### STRICT COMPLIANCE & PROVENANCE PROTOCOL (NON-NEGOTIABLE)
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1. CITATION RULE:
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- Every numeric claim MUST have a source tag: `(Source: [Tool Name] > [Vendor] @ [YYYY-MM-DD])`.
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- Example: "Revenue grew 15% (Source: get_fundamentals > alpha_vantage @ 2026-01-14)."
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- If a number cannot be sourced to a specific tool execution, DO NOT USE IT.
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2. UNIT NORMALIZATION:
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- You MUST normalize all currency to USD.
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- You MUST state "Currency converted from [Original] to USD" if applicable.
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3. FAILURE HANDLING:
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- If a tool fails (e.g., Rate Limit), you MUST log: "MISSING DATA: [Tool Name] failed."
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- DO NOT hallucinate data to fill the gap.
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- If critical data (Price, Revenue) is missing, output: "INSUFFICIENT DATA TO RATE."
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4. "FINAL PROPOSAL" GATING CHECKLIST:
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- You may ONLY emit "FINAL TRANSACTION PROPOSAL" if:
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[ ] Price data is < 24 hours old.
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[ ] At least 3 distinct data sources were queried.
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[ ] No "Compliance Flags" (Insider Trading suspicions) were triggered.
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[ ] Confidence Score is > 70/100.
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""",
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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}. The company we want to 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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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(ticker=ticker)
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logger.info(f"Fundamentals Analyst Prompt: {prompt}")
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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": normalize_agent_output(report),
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}
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return fundamentals_analyst_node
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