Upload 2 files

stock_analysis_agents.py

@@ -0,0 +1,66 @@
+from crewai import Agent
+
+from tools.browser_tools import BrowserTools
+from tools.calculator_tools import CalculatorTools
+from tools.search_tools import SearchTools
+from tools.sec_tools import SECTools
+
+from langchain.tools.yahoo_finance_news import YahooFinanceNewsTool
+
+class StockAnalysisAgents():
+  def financial_analyst(self):
+    return Agent(
+      role='The Best Financial Analyst',
+      goal="""Impress all customers with your financial data 
+      and market trends analysis""",
+      backstory="""The most seasoned financial analyst with 
+      lots of expertise in stock market analysis and investment
+      strategies that is working for a super important customer.""",
+      verbose=True,
+      tools=[
+        BrowserTools.scrape_and_summarize_website,
+        SearchTools.search_internet,
+        CalculatorTools.calculate,
+        SECTools.search_10q,
+        SECTools.search_10k
+      ]
+    )
+
+  def research_analyst(self):
+    return Agent(
+      role='Staff Research Analyst',
+      goal="""Being the best at gather, interpret data and amaze
+      your customer with it""",
+      backstory="""Known as the BEST research analyst, you're
+      skilled in sifting through news, company announcements, 
+      and market sentiments. Now you're working on a super 
+      important customer""",
+      verbose=True,
+      tools=[
+        BrowserTools.scrape_and_summarize_website,
+        SearchTools.search_internet,
+        SearchTools.search_news,
+        YahooFinanceNewsTool(),
+        SECTools.search_10q,
+        SECTools.search_10k
+      ]
+  )
+
+  def investment_advisor(self):
+    return Agent(
+      role='Private Investment Advisor',
+      goal="""Impress your customers with full analyses over stocks
+      and completer investment recommendations""",
+      backstory="""You're the most experienced investment advisor
+      and you combine various analytical insights to formulate
+      strategic investment advice. You are now working for
+      a super important customer you need to impress.""",
+      verbose=True,
+      tools=[
+        BrowserTools.scrape_and_summarize_website,
+        SearchTools.search_internet,
+        SearchTools.search_news,
+        CalculatorTools.calculate,
+        YahooFinanceNewsTool()
+      ]
+    )

stock_analysis_tasks.py

@@ -0,0 +1,93 @@
+from crewai import Task
+from textwrap import dedent
+
+class StockAnalysisTasks():
+  def research(self, agent, company):
+    return Task(description=dedent(f"""
+        Collect and summarize recent news articles, press
+        releases, and market analyses related to the stock and
+        its industry.
+        Pay special attention to any significant events, market
+        sentiments, and analysts' opinions. Also include upcoming 
+        events like earnings and others.
+  
+        Your final answer MUST be a report that includes a
+        comprehensive summary of the latest news, any notable
+        shifts in market sentiment, and potential impacts on 
+        the stock.
+        Also make sure to return the stock ticker.
+        
+        {self.__tip_section()}
+  
+        Make sure to use the most recent data as possible.
+  
+        Selected company by the customer: {company}
+      """),
+      agent=agent
+    )
+    
+  def financial_analysis(self, agent): 
+    return Task(description=dedent(f"""
+        Conduct a thorough analysis of the stock's financial
+        health and market performance. 
+        This includes examining key financial metrics such as
+        P/E ratio, EPS growth, revenue trends, and 
+        debt-to-equity ratio. 
+        Also, analyze the stock's performance in comparison 
+        to its industry peers and overall market trends.
+
+        Your final report MUST expand on the summary provided
+        but now including a clear assessment of the stock's
+        financial standing, its strengths and weaknesses, 
+        and how it fares against its competitors in the current
+        market scenario.{self.__tip_section()}
+
+        Make sure to use the most recent data possible.
+      """),
+      agent=agent
+    )
+
+  def filings_analysis(self, agent):
+    return Task(description=dedent(f"""
+        Analyze the latest 10-Q and 10-K filings from EDGAR for
+        the stock in question. 
+        Focus on key sections like Management's Discussion and
+        Analysis, financial statements, insider trading activity, 
+        and any disclosed risks.
+        Extract relevant data and insights that could influence
+        the stock's future performance.
+
+        Your final answer must be an expanded report that now
+        also highlights significant findings from these filings,
+        including any red flags or positive indicators for
+        your customer.
+        {self.__tip_section()}        
+      """),
+      agent=agent
+    )
+
+  def recommend(self, agent):
+    return Task(description=dedent(f"""
+        Review and synthesize the analyses provided by the
+        Financial Analyst and the Research Analyst.
+        Combine these insights to form a comprehensive
+        investment recommendation. 
+        
+        You MUST Consider all aspects, including financial
+        health, market sentiment, and qualitative data from
+        EDGAR filings.
+
+        Make sure to include a section that shows insider 
+        trading activity, and upcoming events like earnings.
+
+        Your final answer MUST be a recommendation for your
+        customer. It should be a full super detailed report, providing a 
+        clear investment stance and strategy with supporting evidence.
+        Make it pretty and well formatted for your customer.
+        {self.__tip_section()}
+      """),
+      agent=agent
+    )
+
+  def __tip_section(self):
+    return "If you do your BEST WORK, I'll give you a $10,000 commision!"