60 lines
2.9 KiB
Python
60 lines
2.9 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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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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company_name = 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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"你是一名研究员，负责分析一家公司过去一周的基本面信息。请撰写一份关于该公司基本面信息的综合报告，例如财务文件、公司简介、基本公司财务状况、公司财务历史、内幕情绪和内幕交易，以全面了解该公司的基本面信息，为交易员提供信息。请确保包含尽可能多的细节。不要简单地说趋势好坏参半，要提供详细、细致的分析和见解，以帮助交易员做出决策。"
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+ "确保在报告末尾附加一个Markdown表格，以整理报告中的要点，使其井井有条、易于阅读。",
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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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chain = prompt | llm.bind_tools(tools)
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result = chain.invoke(state["messages"])
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return {
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"messages": [result],
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"fundamentals_report": result.content,
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}
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return fundamentals_analyst_node
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