diff --git a/python/third_party/README.md b/python/third_party/README.md new file mode 100644 index 000000000..a67442827 --- /dev/null +++ b/python/third_party/README.md @@ -0,0 +1,14 @@ +# Deploy Third Party Agents + +## ai-hedge-fund + +```bash +# ... install +cd ./ai-hedge-fund +echo "uv: $(which uv)" +echo "python: $(which python)" + +uv run -m adapter --env-file ${path_to_dotenv} +# or simply +bash launch_adapter.sh +``` \ No newline at end of file diff --git a/python/third_party/ai-hedge-fund/adapter/__main__.py b/python/third_party/ai-hedge-fund/adapter/__main__.py index ab269d4c4..a69475ed8 100644 --- a/python/third_party/ai-hedge-fund/adapter/__main__.py +++ b/python/third_party/ai-hedge-fund/adapter/__main__.py @@ -1,28 +1,32 @@ import asyncio -import json +import logging from datetime import datetime from typing import List from agno.agent import Agent from agno.models.openrouter import OpenRouter from dateutil.relativedelta import relativedelta +from langchain_core.messages import HumanMessage from pydantic import BaseModel, Field, field_validator from valuecell.core.agent.decorator import create_wrapped_agent from valuecell.core.agent.types import BaseAgent -from src.main import run_hedge_fund +from src.main import create_workflow from src.utils.analysts import ANALYST_ORDER +from src.utils.progress import progress allowed_analysts = set( key for display_name, key in sorted(ANALYST_ORDER, key=lambda x: x[1]) ) allowed_tickers = {"AAPL", "GOOGL", "MSFT", "NVDA", "TSLA"} +logger = logging.getLogger(__name__) + class HedgeFundRequest(BaseModel): tickers: List[str] = Field( ..., - description=f"List of stock tickers to analyze. Must be from: {allowed_tickers}", + description=f"List of stock tickers to analyze. Must be from: {allowed_tickers}. Otherwise, empty.", ) selected_analysts: List[str] = Field( default=[], @@ -32,6 +36,8 @@ class HedgeFundRequest(BaseModel): @field_validator("tickers") @classmethod def validate_tickers(cls, v): + if not v: + raise ValueError("No valid tickers are recognized.") invalid_tickers = set(v) - allowed_tickers if invalid_tickers: raise ValueError( @@ -61,10 +67,13 @@ def __init__(self): ) async def stream(self, query, session_id, task_id): + logger.info(f"Parsing query: {query}. Task ID: {task_id}, Session ID: {session_id}") run_response = self.agno_agent.run( f"Parse the following hedge fund analysis request and extract the parameters: {query}" ) hedge_fund_request = run_response.content + if not isinstance(hedge_fund_request, HedgeFundRequest): + raise ValueError(f"Unable to parse query: {query}") end_date = datetime.now().strftime("%Y-%m-%d") end_date_obj = datetime.strptime(end_date, "%Y-%m-%d") @@ -94,7 +103,10 @@ async def stream(self, query, session_id, task_id): }, } - result = run_hedge_fund( + logger.info( + f"Start analyzing. Task ID: {task_id}, Session ID: {session_id}" + ) + for stream_type, chunk in run_hedge_fund_stream( tickers=hedge_fund_request.tickers, start_date=start_date, end_date=end_date, @@ -102,14 +114,63 @@ async def stream(self, query, session_id, task_id): model_name="openai/gpt-4o-mini", model_provider="OpenRouter", selected_analysts=hedge_fund_request.selected_analysts, - ) + ): + if not isinstance(chunk, str): + continue + yield { + "content": chunk, + "is_task_complete": False, + } yield { - "content": json.dumps(result), + "content": "", "is_task_complete": True, } +def run_hedge_fund_stream( + tickers: list[str], + start_date: str, + end_date: str, + portfolio: dict, + selected_analysts: list[str], + show_reasoning: bool = False, + model_name: str = "gpt-4.1", + model_provider: str = "OpenAI", +): + # Start progress tracking + progress.start() + + try: + # Create a new workflow if analysts are customized + workflow = create_workflow(selected_analysts) + _agent = workflow.compile() + + inputs = { + "messages": [ + HumanMessage( + content="Make trading decisions based on the provided data.", + ) + ], + "data": { + "tickers": tickers, + "portfolio": portfolio, + "start_date": start_date, + "end_date": end_date, + "analyst_signals": {}, + }, + "metadata": { + "show_reasoning": show_reasoning, + "model_name": model_name, + "model_provider": model_provider, + }, + } + yield from _agent.stream(inputs, stream_mode=["custom", "messages"]) + finally: + # Stop progress tracking + progress.stop() + + if __name__ == "__main__": agent = create_wrapped_agent(AIHedgeFundAgent) asyncio.run(agent.serve()) diff --git a/python/third_party/ai-hedge-fund/pyproject.toml b/python/third_party/ai-hedge-fund/pyproject.toml index 9179f95ca..1a983579f 100644 --- a/python/third_party/ai-hedge-fund/pyproject.toml +++ b/python/third_party/ai-hedge-fund/pyproject.toml @@ -12,7 +12,7 @@ dependencies = [ "langchain-openai>=0.3.5,<0.4", "langchain-deepseek>=0.1.2,<0.2", "langchain-ollama==0.3.6", - "langgraph==0.2.56", + "langgraph==0.3.34", "pandas>=2.1.0,<3", "numpy>=1.24.0,<2", "python-dotenv==1.0.0", diff --git a/python/third_party/ai-hedge-fund/src/agents/aswath_damodaran.py b/python/third_party/ai-hedge-fund/src/agents/aswath_damodaran.py index a1efbd268..b53a33e1c 100644 --- a/python/third_party/ai-hedge-fund/src/agents/aswath_damodaran.py +++ b/python/third_party/ai-hedge-fund/src/agents/aswath_damodaran.py @@ -7,6 +7,7 @@ from src.graph.state import AgentState, show_agent_reasoning from langchain_core.prompts import ChatPromptTemplate from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from src.tools.api import ( get_financial_metrics, @@ -40,13 +41,16 @@ def aswath_damodaran_agent(state: AgentState, agent_id: str = "aswath_damodaran_ analysis_data: dict[str, dict] = {} damodaran_signals: dict[str, dict] = {} + writer = get_stream_writer() for ticker in tickers: # ─── Fetch core data ──────────────────────────────────────────────────── progress.update_status(agent_id, ticker, "Fetching financial metrics") + writer(f"Fetching financial metrics for {ticker}...\n") metrics = get_financial_metrics(ticker, end_date, period="ttm", limit=5, api_key=api_key) progress.update_status(agent_id, ticker, "Fetching financial line items") + writer(f"Fetching financial line items for {ticker}...\n") line_items = search_line_items( ticker, [ @@ -64,19 +68,24 @@ def aswath_damodaran_agent(state: AgentState, agent_id: str = "aswath_damodaran_ ) progress.update_status(agent_id, ticker, "Getting market cap") + writer(f"Getting market cap for {ticker}...\n") market_cap = get_market_cap(ticker, end_date, api_key=api_key) # ─── Analyses ─────────────────────────────────────────────────────────── progress.update_status(agent_id, ticker, "Analyzing growth and reinvestment") + writer(f"Analyzing growth and reinvestment for {ticker}...\n") growth_analysis = analyze_growth_and_reinvestment(metrics, line_items) progress.update_status(agent_id, ticker, "Analyzing risk profile") + writer(f"Analyzing risk profile for {ticker}...\n") risk_analysis = analyze_risk_profile(metrics, line_items) progress.update_status(agent_id, ticker, "Calculating intrinsic value (DCF)") + writer(f"Calculating intrinsic value (DCF) for {ticker}...\n") intrinsic_val_analysis = calculate_intrinsic_value_dcf(metrics, line_items, risk_analysis) progress.update_status(agent_id, ticker, "Assessing relative valuation") + writer(f"Assessing relative valuation for {ticker}...\n") relative_val_analysis = analyze_relative_valuation(metrics) # ─── Score & margin of safety ────────────────────────────────────────── @@ -114,6 +123,7 @@ def aswath_damodaran_agent(state: AgentState, agent_id: str = "aswath_damodaran_ # ─── LLM: craft Damodaran-style narrative ────────────────────────────── progress.update_status(agent_id, ticker, "Generating Damodaran analysis") + writer(f"Generating Damodaran analysis for {ticker}...\n") damodaran_output = generate_damodaran_output( ticker=ticker, analysis_data=analysis_data, @@ -124,6 +134,10 @@ def aswath_damodaran_agent(state: AgentState, agent_id: str = "aswath_damodaran_ damodaran_signals[ticker] = damodaran_output.model_dump() progress.update_status(agent_id, ticker, "Done", analysis=damodaran_output.reasoning) + writer( + f"Analysis output: {damodaran_output.signal} with confidence {damodaran_output.confidence:.1%}\n" + f"{damodaran_output.reasoning}\n\n" + ) # ─── Push message back to graph state ────────────────────────────────────── message = HumanMessage(content=json.dumps(damodaran_signals), name=agent_id) diff --git a/python/third_party/ai-hedge-fund/src/agents/ben_graham.py b/python/third_party/ai-hedge-fund/src/agents/ben_graham.py index 807175abb..d6b368212 100644 --- a/python/third_party/ai-hedge-fund/src/agents/ben_graham.py +++ b/python/third_party/ai-hedge-fund/src/agents/ben_graham.py @@ -2,6 +2,7 @@ from src.tools.api import get_financial_metrics, get_market_cap, search_line_items from langchain_core.prompts import ChatPromptTemplate from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from pydantic import BaseModel import json from typing_extensions import Literal @@ -32,25 +33,32 @@ def ben_graham_agent(state: AgentState, agent_id: str = "ben_graham_agent"): analysis_data = {} graham_analysis = {} + writer = get_stream_writer() for ticker in tickers: progress.update_status(agent_id, ticker, "Fetching financial metrics") + writer(f"Fetching financial metrics for {ticker}...\n") metrics = get_financial_metrics(ticker, end_date, period="annual", limit=10, api_key=api_key) progress.update_status(agent_id, ticker, "Gathering financial line items") + writer(f"Gathering financial line items for {ticker}...\n") financial_line_items = search_line_items(ticker, ["earnings_per_share", "revenue", "net_income", "book_value_per_share", "total_assets", "total_liabilities", "current_assets", "current_liabilities", "dividends_and_other_cash_distributions", "outstanding_shares"], end_date, period="annual", limit=10, api_key=api_key) progress.update_status(agent_id, ticker, "Getting market cap") + writer(f"Getting market cap for {ticker}...\n") market_cap = get_market_cap(ticker, end_date, api_key=api_key) # Perform sub-analyses progress.update_status(agent_id, ticker, "Analyzing earnings stability") + writer(f"Analyzing earnings stability for {ticker}...\n") earnings_analysis = analyze_earnings_stability(metrics, financial_line_items) progress.update_status(agent_id, ticker, "Analyzing financial strength") + writer(f"Analyzing financial strength for {ticker}...\n") strength_analysis = analyze_financial_strength(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing Graham valuation") + writer(f"Analyzing Graham valuation for {ticker}...\n") valuation_analysis = analyze_valuation_graham(financial_line_items, market_cap) # Aggregate scoring @@ -68,6 +76,7 @@ def ben_graham_agent(state: AgentState, agent_id: str = "ben_graham_agent"): analysis_data[ticker] = {"signal": signal, "score": total_score, "max_score": max_possible_score, "earnings_analysis": earnings_analysis, "strength_analysis": strength_analysis, "valuation_analysis": valuation_analysis} progress.update_status(agent_id, ticker, "Generating Ben Graham analysis") + writer(f"Generating Ben Graham analysis for {ticker}...\n") graham_output = generate_graham_output( ticker=ticker, analysis_data=analysis_data, @@ -78,6 +87,10 @@ def ben_graham_agent(state: AgentState, agent_id: str = "ben_graham_agent"): graham_analysis[ticker] = {"signal": graham_output.signal, "confidence": graham_output.confidence, "reasoning": graham_output.reasoning} progress.update_status(agent_id, ticker, "Done", analysis=graham_output.reasoning) + writer( + f"Analysis output: {graham_output.signal} with confidence {graham_output.confidence:.1%}\n" + f"{graham_output.reasoning}\n\n" + ) # Wrap results in a single message for the chain message = HumanMessage(content=json.dumps(graham_analysis), name=agent_id) diff --git a/python/third_party/ai-hedge-fund/src/agents/bill_ackman.py b/python/third_party/ai-hedge-fund/src/agents/bill_ackman.py index cc7aa27a7..b80f7e767 100644 --- a/python/third_party/ai-hedge-fund/src/agents/bill_ackman.py +++ b/python/third_party/ai-hedge-fund/src/agents/bill_ackman.py @@ -2,6 +2,7 @@ from src.tools.api import get_financial_metrics, get_market_cap, search_line_items from langchain_core.prompts import ChatPromptTemplate from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from pydantic import BaseModel import json from typing_extensions import Literal @@ -28,12 +29,15 @@ def bill_ackman_agent(state: AgentState, agent_id: str = "bill_ackman_agent"): api_key = get_api_key_from_state(state, "FINANCIAL_DATASETS_API_KEY") analysis_data = {} ackman_analysis = {} + writer = get_stream_writer() for ticker in tickers: progress.update_status(agent_id, ticker, "Fetching financial metrics") + writer(f"Fetching financial metrics for {ticker}...\n") metrics = get_financial_metrics(ticker, end_date, period="annual", limit=5, api_key=api_key) progress.update_status(agent_id, ticker, "Gathering financial line items") + writer(f"Gathering financial line items for {ticker}...\n") # Request multiple periods of data (annual or TTM) for a more robust long-term view. financial_line_items = search_line_items( ticker, @@ -56,18 +60,23 @@ def bill_ackman_agent(state: AgentState, agent_id: str = "bill_ackman_agent"): ) progress.update_status(agent_id, ticker, "Getting market cap") + writer(f"Getting market cap for {ticker}...\n") market_cap = get_market_cap(ticker, end_date, api_key=api_key) progress.update_status(agent_id, ticker, "Analyzing business quality") + writer(f"Analyzing business quality for {ticker}...\n") quality_analysis = analyze_business_quality(metrics, financial_line_items) progress.update_status(agent_id, ticker, "Analyzing balance sheet and capital structure") + writer(f"Analyzing balance sheet and capital structure for {ticker}...\n") balance_sheet_analysis = analyze_financial_discipline(metrics, financial_line_items) progress.update_status(agent_id, ticker, "Analyzing activism potential") + writer(f"Analyzing activism potential for {ticker}...\n") activism_analysis = analyze_activism_potential(financial_line_items) progress.update_status(agent_id, ticker, "Calculating intrinsic value & margin of safety") + writer(f"Calculating intrinsic value & margin of safety for {ticker}...\n") valuation_analysis = analyze_valuation(financial_line_items, market_cap) # Combine partial scores or signals diff --git a/python/third_party/ai-hedge-fund/src/agents/cathie_wood.py b/python/third_party/ai-hedge-fund/src/agents/cathie_wood.py index 1e6913900..e4589ee37 100644 --- a/python/third_party/ai-hedge-fund/src/agents/cathie_wood.py +++ b/python/third_party/ai-hedge-fund/src/agents/cathie_wood.py @@ -2,6 +2,7 @@ from src.tools.api import get_financial_metrics, get_market_cap, search_line_items from langchain_core.prompts import ChatPromptTemplate from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from pydantic import BaseModel import json from typing_extensions import Literal @@ -31,11 +32,18 @@ def cathie_wood_agent(state: AgentState, agent_id: str = "cathie_wood_agent"): analysis_data = {} cw_analysis = {} + writer = get_stream_writer() + for ticker in tickers: progress.update_status(agent_id, ticker, "Fetching financial metrics") + + writer(f"Fetching financial metrics for {ticker}...\n") metrics = get_financial_metrics(ticker, end_date, period="annual", limit=5, api_key=api_key) progress.update_status(agent_id, ticker, "Gathering financial line items") + + + writer(f"Gathering financial line items for {ticker}...\n") # Request multiple periods of data (annual or TTM) for a more robust view. financial_line_items = search_line_items( ticker, @@ -60,15 +68,27 @@ def cathie_wood_agent(state: AgentState, agent_id: str = "cathie_wood_agent"): ) progress.update_status(agent_id, ticker, "Getting market cap") + + + writer(f"Getting market cap for {ticker}...\n") market_cap = get_market_cap(ticker, end_date, api_key=api_key) progress.update_status(agent_id, ticker, "Analyzing disruptive potential") + + + writer(f"Analyzing for {ticker}...\n") disruptive_analysis = analyze_disruptive_potential(metrics, financial_line_items) progress.update_status(agent_id, ticker, "Analyzing innovation-driven growth") + + + writer(f"Analyzing for {ticker}...\n") innovation_analysis = analyze_innovation_growth(metrics, financial_line_items) progress.update_status(agent_id, ticker, "Calculating valuation & high-growth scenario") + + + writer(f"Calculating for {ticker}...\n") valuation_analysis = analyze_cathie_wood_valuation(financial_line_items, market_cap) # Combine partial scores or signals @@ -85,6 +105,9 @@ def cathie_wood_agent(state: AgentState, agent_id: str = "cathie_wood_agent"): analysis_data[ticker] = {"signal": signal, "score": total_score, "max_score": max_possible_score, "disruptive_analysis": disruptive_analysis, "innovation_analysis": innovation_analysis, "valuation_analysis": valuation_analysis} progress.update_status(agent_id, ticker, "Generating Cathie Wood analysis") + + + writer(f"Generating for {ticker}...\n") cw_output = generate_cathie_wood_output( ticker=ticker, analysis_data=analysis_data, diff --git a/python/third_party/ai-hedge-fund/src/agents/charlie_munger.py b/python/third_party/ai-hedge-fund/src/agents/charlie_munger.py index 444f9cb56..0deab41b9 100644 --- a/python/third_party/ai-hedge-fund/src/agents/charlie_munger.py +++ b/python/third_party/ai-hedge-fund/src/agents/charlie_munger.py @@ -2,6 +2,7 @@ from src.tools.api import get_financial_metrics, get_market_cap, search_line_items, get_insider_trades, get_company_news from langchain_core.prompts import ChatPromptTemplate from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from pydantic import BaseModel import json from typing_extensions import Literal @@ -26,12 +27,15 @@ def charlie_munger_agent(state: AgentState, agent_id: str = "charlie_munger_agen api_key = get_api_key_from_state(state, "FINANCIAL_DATASETS_API_KEY") analysis_data = {} munger_analysis = {} + writer = get_stream_writer() for ticker in tickers: progress.update_status(agent_id, ticker, "Fetching financial metrics") + writer(f"Fetching financial metrics for {ticker}...\n") metrics = get_financial_metrics(ticker, end_date, period="annual", limit=10, api_key=api_key) # Munger looks at longer periods progress.update_status(agent_id, ticker, "Gathering financial line items") + writer(f"Gathering financial line items for {ticker}...\n") financial_line_items = search_line_items( ticker, [ @@ -57,9 +61,11 @@ def charlie_munger_agent(state: AgentState, agent_id: str = "charlie_munger_agen ) progress.update_status(agent_id, ticker, "Getting market cap") + writer(f"Getting market cap for {ticker}...\n") market_cap = get_market_cap(ticker, end_date, api_key=api_key) progress.update_status(agent_id, ticker, "Fetching insider trades") + writer(f"Fetching insider trades for {ticker}...\n") # Munger values management with skin in the game insider_trades = get_insider_trades( ticker, @@ -71,6 +77,7 @@ def charlie_munger_agent(state: AgentState, agent_id: str = "charlie_munger_agen ) progress.update_status(agent_id, ticker, "Fetching company news") + writer(f"Fetching company news for {ticker}...\n") # Munger avoids businesses with frequent negative press company_news = get_company_news( ticker, @@ -82,15 +89,19 @@ def charlie_munger_agent(state: AgentState, agent_id: str = "charlie_munger_agen ) progress.update_status(agent_id, ticker, "Analyzing moat strength") + writer(f"Analyzing moat strength for {ticker}...\n") moat_analysis = analyze_moat_strength(metrics, financial_line_items) progress.update_status(agent_id, ticker, "Analyzing management quality") + writer(f"Analyzing management quality for {ticker}...\n") management_analysis = analyze_management_quality(financial_line_items, insider_trades) progress.update_status(agent_id, ticker, "Analyzing business predictability") + writer(f"Analyzing business predictability for {ticker}...\n") predictability_analysis = analyze_predictability(financial_line_items) progress.update_status(agent_id, ticker, "Calculating Munger-style valuation") + writer(f"Calculating Munger-style valuation for {ticker}...\n") valuation_analysis = calculate_munger_valuation(financial_line_items, market_cap) # Combine partial scores with Munger's weighting preferences @@ -125,6 +136,7 @@ def charlie_munger_agent(state: AgentState, agent_id: str = "charlie_munger_agen } progress.update_status(agent_id, ticker, "Generating Charlie Munger analysis") + writer(f"Generating Charlie Munger analysis for {ticker}...\n") munger_output = generate_munger_output( ticker=ticker, analysis_data=analysis_data, @@ -139,6 +151,10 @@ def charlie_munger_agent(state: AgentState, agent_id: str = "charlie_munger_agen } progress.update_status(agent_id, ticker, "Done", analysis=munger_output.reasoning) + writer( + f"Analysis output: {munger_output.signal} with confidence {munger_output.confidence:.1%}\n" + f"{munger_output.reasoning}\n\n" + ) # Wrap results in a single message for the chain message = HumanMessage( diff --git a/python/third_party/ai-hedge-fund/src/agents/fundamentals.py b/python/third_party/ai-hedge-fund/src/agents/fundamentals.py index ab658eb44..789da58c5 100644 --- a/python/third_party/ai-hedge-fund/src/agents/fundamentals.py +++ b/python/third_party/ai-hedge-fund/src/agents/fundamentals.py @@ -1,4 +1,5 @@ from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from src.graph.state import AgentState, show_agent_reasoning from src.utils.api_key import get_api_key_from_state from src.utils.progress import progress @@ -16,9 +17,11 @@ def fundamentals_analyst_agent(state: AgentState, agent_id: str = "fundamentals_ api_key = get_api_key_from_state(state, "FINANCIAL_DATASETS_API_KEY") # Initialize fundamental analysis for each ticker fundamental_analysis = {} + writer = get_stream_writer() for ticker in tickers: progress.update_status(agent_id, ticker, "Fetching financial metrics") + writer(f"Fetching financial metrics for {ticker}...\n") # Get the financial metrics financial_metrics = get_financial_metrics( @@ -31,6 +34,7 @@ def fundamentals_analyst_agent(state: AgentState, agent_id: str = "fundamentals_ if not financial_metrics: progress.update_status(agent_id, ticker, "Failed: No financial metrics found") + writer(f"Failed to fetch financial metrics for {ticker}. Skipping...\n") continue # Pull the most recent financial metrics @@ -41,6 +45,7 @@ def fundamentals_analyst_agent(state: AgentState, agent_id: str = "fundamentals_ reasoning = {} progress.update_status(agent_id, ticker, "Analyzing profitability") + writer(f"Analyzing profitability for {ticker}...\n") # 1. Profitability Analysis return_on_equity = metrics.return_on_equity net_margin = metrics.net_margin @@ -79,6 +84,7 @@ def fundamentals_analyst_agent(state: AgentState, agent_id: str = "fundamentals_ } progress.update_status(agent_id, ticker, "Analyzing financial health") + writer(f"Analyzing financial health for {ticker}...\n") # 3. Financial Health current_ratio = metrics.current_ratio debt_to_equity = metrics.debt_to_equity @@ -119,6 +125,7 @@ def fundamentals_analyst_agent(state: AgentState, agent_id: str = "fundamentals_ } progress.update_status(agent_id, ticker, "Calculating final signal") + writer(f"Calculating final signal for {ticker}...\n") # Determine overall signal bullish_signals = signals.count("bullish") bearish_signals = signals.count("bearish") @@ -141,6 +148,7 @@ def fundamentals_analyst_agent(state: AgentState, agent_id: str = "fundamentals_ } progress.update_status(agent_id, ticker, "Done", analysis=json.dumps(reasoning, indent=4)) + writer(f"Completed analysis for {ticker} with signal: {overall_signal} and confidence: {confidence:.1f}%\n\n") # Create the fundamental analysis message message = HumanMessage( diff --git a/python/third_party/ai-hedge-fund/src/agents/michael_burry.py b/python/third_party/ai-hedge-fund/src/agents/michael_burry.py index 80f6e6953..2da3a1a8c 100644 --- a/python/third_party/ai-hedge-fund/src/agents/michael_burry.py +++ b/python/third_party/ai-hedge-fund/src/agents/michael_burry.py @@ -7,6 +7,7 @@ from src.graph.state import AgentState, show_agent_reasoning from langchain_core.messages import HumanMessage from langchain_core.prompts import ChatPromptTemplate +from langgraph.config import get_stream_writer from pydantic import BaseModel from src.tools.api import ( @@ -41,15 +42,18 @@ def michael_burry_agent(state: AgentState, agent_id: str = "michael_burry_agent" analysis_data: dict[str, dict] = {} burry_analysis: dict[str, dict] = {} + writer = get_stream_writer() for ticker in tickers: # ------------------------------------------------------------------ # Fetch raw data # ------------------------------------------------------------------ progress.update_status(agent_id, ticker, "Fetching financial metrics") + writer(f"Fetching financial metrics for {ticker}...\n") metrics = get_financial_metrics(ticker, end_date, period="ttm", limit=5, api_key=api_key) progress.update_status(agent_id, ticker, "Fetching line items") + writer(f"Fetching line items for {ticker}...\n") line_items = search_line_items( ticker, [ @@ -67,12 +71,15 @@ def michael_burry_agent(state: AgentState, agent_id: str = "michael_burry_agent" ) progress.update_status(agent_id, ticker, "Fetching insider trades") + writer(f"Fetching insider trades for {ticker}...\n") insider_trades = get_insider_trades(ticker, end_date=end_date, start_date=start_date) progress.update_status(agent_id, ticker, "Fetching company news") + writer(f"Fetching company news for {ticker}...\n") news = get_company_news(ticker, end_date=end_date, start_date=start_date, limit=250) progress.update_status(agent_id, ticker, "Fetching market cap") + writer(f"Fetching market cap for {ticker}...\n") market_cap = get_market_cap(ticker, end_date, api_key=api_key) # ------------------------------------------------------------------ diff --git a/python/third_party/ai-hedge-fund/src/agents/mohnish_pabrai.py b/python/third_party/ai-hedge-fund/src/agents/mohnish_pabrai.py index a24d60874..7ebf6f3fd 100644 --- a/python/third_party/ai-hedge-fund/src/agents/mohnish_pabrai.py +++ b/python/third_party/ai-hedge-fund/src/agents/mohnish_pabrai.py @@ -2,6 +2,7 @@ from src.tools.api import get_financial_metrics, get_market_cap, search_line_items from langchain_core.prompts import ChatPromptTemplate from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from pydantic import BaseModel import json from typing_extensions import Literal @@ -25,14 +26,17 @@ def mohnish_pabrai_agent(state: AgentState, agent_id: str = "mohnish_pabrai_agen analysis_data: dict[str, any] = {} pabrai_analysis: dict[str, any] = {} + writer = get_stream_writer() # Pabrai focuses on: downside protection, simple business, moat via unit economics, FCF yield vs alternatives, # and potential for doubling in 2-3 years at low risk. for ticker in tickers: progress.update_status(agent_id, ticker, "Fetching financial metrics") + writer(f"Fetching financial metrics for {ticker}...\n") metrics = get_financial_metrics(ticker, end_date, period="annual", limit=8, api_key=api_key) progress.update_status(agent_id, ticker, "Gathering financial line items") + writer(f"Gathering financial line items for {ticker}...\n") line_items = search_line_items( ticker, [ @@ -63,15 +67,19 @@ def mohnish_pabrai_agent(state: AgentState, agent_id: str = "mohnish_pabrai_agen ) progress.update_status(agent_id, ticker, "Getting market cap") + writer(f"Getting market cap for {ticker}...\n") market_cap = get_market_cap(ticker, end_date, api_key=api_key) progress.update_status(agent_id, ticker, "Analyzing downside protection") + writer(f"Analyzing downside protection for {ticker}...\n") downside = analyze_downside_protection(line_items) progress.update_status(agent_id, ticker, "Analyzing cash yield and valuation") + writer(f"Analyzing cash yield and valuation for {ticker}...\n") valuation = analyze_pabrai_valuation(line_items, market_cap) progress.update_status(agent_id, ticker, "Assessing potential to double") + writer(f"Assessing potential to double for {ticker}...\n") double_potential = analyze_double_potential(line_items, market_cap) # Combine to an overall score in spirit of Pabrai: heavily weight downside and cash yield @@ -100,6 +108,7 @@ def mohnish_pabrai_agent(state: AgentState, agent_id: str = "mohnish_pabrai_agen } progress.update_status(agent_id, ticker, "Generating Pabrai analysis") + writer(f"Generating Pabrai analysis for {ticker}...\n") pabrai_output = generate_pabrai_output( ticker=ticker, analysis_data=analysis_data, @@ -114,6 +123,7 @@ def mohnish_pabrai_agent(state: AgentState, agent_id: str = "mohnish_pabrai_agen } progress.update_status(agent_id, ticker, "Done", analysis=pabrai_output.reasoning) + writer(f"Analysis output: {pabrai_output.signal} with confidence {pabrai_output.confidence:.1%}\n{pabrai_output.reasoning}\n\n") message = HumanMessage(content=json.dumps(pabrai_analysis), name=agent_id) diff --git a/python/third_party/ai-hedge-fund/src/agents/peter_lynch.py b/python/third_party/ai-hedge-fund/src/agents/peter_lynch.py index e936a650a..8af889144 100644 --- a/python/third_party/ai-hedge-fund/src/agents/peter_lynch.py +++ b/python/third_party/ai-hedge-fund/src/agents/peter_lynch.py @@ -7,6 +7,7 @@ ) from langchain_core.prompts import ChatPromptTemplate from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from pydantic import BaseModel import json from typing_extensions import Literal @@ -45,9 +46,11 @@ def peter_lynch_agent(state: AgentState, agent_id: str = "peter_lynch_agent"): api_key = get_api_key_from_state(state, "FINANCIAL_DATASETS_API_KEY") analysis_data = {} lynch_analysis = {} + writer = get_stream_writer() for ticker in tickers: progress.update_status(agent_id, ticker, "Gathering financial line items") + writer(f"Gathering financial line items for {ticker}...\n") # Relevant line items for Peter Lynch's approach financial_line_items = search_line_items( ticker, @@ -72,28 +75,36 @@ def peter_lynch_agent(state: AgentState, agent_id: str = "peter_lynch_agent"): ) progress.update_status(agent_id, ticker, "Getting market cap") + writer(f"Getting market cap for {ticker}...\n") market_cap = get_market_cap(ticker, end_date, api_key=api_key) progress.update_status(agent_id, ticker, "Fetching insider trades") + writer(f"Fetching insider trades for {ticker}...\n") insider_trades = get_insider_trades(ticker, end_date, limit=50, api_key=api_key) progress.update_status(agent_id, ticker, "Fetching company news") + writer(f"Fetching company news for {ticker}...\n") company_news = get_company_news(ticker, end_date, limit=50, api_key=api_key) # Perform sub-analyses: progress.update_status(agent_id, ticker, "Analyzing growth") + writer(f"Analyzing growth for {ticker}...\n") growth_analysis = analyze_lynch_growth(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing fundamentals") + writer(f"Analyzing fundamentals for {ticker}...\n") fundamentals_analysis = analyze_lynch_fundamentals(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing valuation (focus on PEG)") + writer(f"Analyzing valuation (focus on PEG) for {ticker}...\n") valuation_analysis = analyze_lynch_valuation(financial_line_items, market_cap) progress.update_status(agent_id, ticker, "Analyzing sentiment") + writer(f"Analyzing sentiment for {ticker}...\n") sentiment_analysis = analyze_sentiment(company_news) progress.update_status(agent_id, ticker, "Analyzing insider activity") + writer(f"Analyzing insider activity for {ticker}...\n") insider_activity = analyze_insider_activity(insider_trades) # Combine partial scores with weights typical for Peter Lynch: @@ -129,6 +140,7 @@ def peter_lynch_agent(state: AgentState, agent_id: str = "peter_lynch_agent"): } progress.update_status(agent_id, ticker, "Generating Peter Lynch analysis") + writer(f"Generating Peter Lynch analysis for {ticker}...\n") lynch_output = generate_lynch_output( ticker=ticker, analysis_data=analysis_data[ticker], @@ -143,6 +155,10 @@ def peter_lynch_agent(state: AgentState, agent_id: str = "peter_lynch_agent"): } progress.update_status(agent_id, ticker, "Done", analysis=lynch_output.reasoning) + writer( + f"Analysis output: {lynch_output.signal} with confidence {lynch_output.confidence:.1%}\n" + f"{lynch_output.reasoning}\n\n" + ) # Wrap up results message = HumanMessage(content=json.dumps(lynch_analysis), name=agent_id) diff --git a/python/third_party/ai-hedge-fund/src/agents/phil_fisher.py b/python/third_party/ai-hedge-fund/src/agents/phil_fisher.py index 7dba42916..c42cc0eb3 100644 --- a/python/third_party/ai-hedge-fund/src/agents/phil_fisher.py +++ b/python/third_party/ai-hedge-fund/src/agents/phil_fisher.py @@ -7,6 +7,7 @@ ) from langchain_core.prompts import ChatPromptTemplate from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from pydantic import BaseModel import json from typing_extensions import Literal @@ -39,9 +40,11 @@ def phil_fisher_agent(state: AgentState, agent_id: str = "phil_fisher_agent"): api_key = get_api_key_from_state(state, "FINANCIAL_DATASETS_API_KEY") analysis_data = {} fisher_analysis = {} + writer = get_stream_writer() for ticker in tickers: progress.update_status(agent_id, ticker, "Gathering financial line items") + writer(f"Gathering financial line items for {ticker}...\n") # Include relevant line items for Phil Fisher's approach: # - Growth & Quality: revenue, net_income, earnings_per_share, R&D expense # - Margins & Stability: operating_income, operating_margin, gross_margin @@ -71,30 +74,39 @@ def phil_fisher_agent(state: AgentState, agent_id: str = "phil_fisher_agent"): ) progress.update_status(agent_id, ticker, "Getting market cap") + writer(f"Getting market cap for {ticker}...\n") market_cap = get_market_cap(ticker, end_date, api_key=api_key) progress.update_status(agent_id, ticker, "Fetching insider trades") + writer(f"Fetching insider trades for {ticker}...\n") insider_trades = get_insider_trades(ticker, end_date, limit=50, api_key=api_key) progress.update_status(agent_id, ticker, "Fetching company news") + writer(f"Fetching company news for {ticker}...\n") company_news = get_company_news(ticker, end_date, limit=50, api_key=api_key) progress.update_status(agent_id, ticker, "Analyzing growth & quality") + writer(f"Analyzing growth & quality for {ticker}...\n") growth_quality = analyze_fisher_growth_quality(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing margins & stability") + writer(f"Analyzing margins & stability for {ticker}...\n") margins_stability = analyze_margins_stability(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing management efficiency & leverage") + writer(f"Analyzing management efficiency & leverage for {ticker}...\n") mgmt_efficiency = analyze_management_efficiency_leverage(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing valuation (Fisher style)") + writer(f"Analyzing valuation (Fisher style) for {ticker}...\n") fisher_valuation = analyze_fisher_valuation(financial_line_items, market_cap) progress.update_status(agent_id, ticker, "Analyzing insider activity") + writer(f"Analyzing insider activity for {ticker}...\n") insider_activity = analyze_insider_activity(insider_trades) progress.update_status(agent_id, ticker, "Analyzing sentiment") + writer(f"Analyzing sentiment for {ticker}...\n") sentiment_analysis = analyze_sentiment(company_news) # Combine partial scores with weights typical for Fisher: @@ -136,6 +148,7 @@ def phil_fisher_agent(state: AgentState, agent_id: str = "phil_fisher_agent"): } progress.update_status(agent_id, ticker, "Generating Phil Fisher-style analysis") + writer(f"Generating Phil Fisher-style analysis for {ticker}...\n") fisher_output = generate_fisher_output( ticker=ticker, analysis_data=analysis_data, @@ -150,6 +163,7 @@ def phil_fisher_agent(state: AgentState, agent_id: str = "phil_fisher_agent"): } progress.update_status(agent_id, ticker, "Done", analysis=fisher_output.reasoning) + writer(f"Completed analysis for {ticker} with signal: {fisher_output.signal} and confidence: {fisher_output.confidence:.1%}\n\n") # Wrap results in a single message message = HumanMessage(content=json.dumps(fisher_analysis), name=agent_id) diff --git a/python/third_party/ai-hedge-fund/src/agents/portfolio_manager.py b/python/third_party/ai-hedge-fund/src/agents/portfolio_manager.py index 56159205a..50af4cf2e 100644 --- a/python/third_party/ai-hedge-fund/src/agents/portfolio_manager.py +++ b/python/third_party/ai-hedge-fund/src/agents/portfolio_manager.py @@ -1,5 +1,6 @@ import json from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from langchain_core.prompts import ChatPromptTemplate from src.graph.state import AgentState, show_agent_reasoning @@ -28,6 +29,7 @@ def portfolio_management_agent(state: AgentState, agent_id: str = "portfolio_man portfolio = state["data"]["portfolio"] analyst_signals = state["data"]["analyst_signals"] tickers = state["data"]["tickers"] + writer = get_stream_writer() # Get position limits, current prices, and signals for every ticker position_limits = {} @@ -67,6 +69,7 @@ def portfolio_management_agent(state: AgentState, agent_id: str = "portfolio_man state["data"]["current_prices"] = current_prices progress.update_status(agent_id, None, "Generating trading decisions") + writer("Generating trading decisions...\n") # Generate the trading decision result = generate_trading_decision( @@ -90,6 +93,8 @@ def portfolio_management_agent(state: AgentState, agent_id: str = "portfolio_man show_agent_reasoning({ticker: decision.model_dump() for ticker, decision in result.decisions.items()}, "Portfolio Manager") progress.update_status(agent_id, None, "Done") + for ticker, decision in result.decisions.items(): + writer(f"Decision for {ticker}:\naction: {decision.action}, quantity: {decision.quantity}, confidence: {decision.confidence}, reason: {decision.reasoning}\n") return { "messages": state["messages"] + [message], diff --git a/python/third_party/ai-hedge-fund/src/agents/rakesh_jhunjhunwala.py b/python/third_party/ai-hedge-fund/src/agents/rakesh_jhunjhunwala.py index d73b28191..f856e1ef9 100644 --- a/python/third_party/ai-hedge-fund/src/agents/rakesh_jhunjhunwala.py +++ b/python/third_party/ai-hedge-fund/src/agents/rakesh_jhunjhunwala.py @@ -1,6 +1,7 @@ from src.graph.state import AgentState, show_agent_reasoning from langchain_core.prompts import ChatPromptTemplate from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from pydantic import BaseModel import json from typing_extensions import Literal @@ -24,10 +25,14 @@ def rakesh_jhunjhunwala_agent(state: AgentState, agent_id: str = "rakesh_jhunjhu analysis_data = {} jhunjhunwala_analysis = {} + writer = get_stream_writer() + for ticker in tickers: # Core Data progress.update_status(agent_id, ticker, "Fetching financial metrics") + + writer(f"Fetching financial metrics for {ticker}...\n") metrics = get_financial_metrics(ticker, end_date, period="ttm", limit=5, api_key=api_key) progress.update_status(agent_id, ticker, "Fetching financial line items") @@ -53,25 +58,45 @@ def rakesh_jhunjhunwala_agent(state: AgentState, agent_id: str = "rakesh_jhunjhu ) progress.update_status(agent_id, ticker, "Getting market cap") + + + writer(f"Getting market cap for {ticker}...\n") market_cap = get_market_cap(ticker, end_date, api_key=api_key) # ─── Analyses ─────────────────────────────────────────────────────────── progress.update_status(agent_id, ticker, "Analyzing growth") + + writer(f"Analyzing for {ticker}...\n") growth_analysis = analyze_growth(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing profitability") + + + writer(f"Analyzing for {ticker}...\n") profitability_analysis = analyze_profitability(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing balance sheet") + + + writer(f"Analyzing for {ticker}...\n") balancesheet_analysis = analyze_balance_sheet(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing cash flow") + + + writer(f"Analyzing for {ticker}...\n") cashflow_analysis = analyze_cash_flow(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing management actions") + + + writer(f"Analyzing for {ticker}...\n") management_analysis = analyze_management_actions(financial_line_items) progress.update_status(agent_id, ticker, "Calculating intrinsic value") + + + writer(f"Calculating for {ticker}...\n") # Calculate intrinsic value once intrinsic_value = calculate_intrinsic_value(financial_line_items, market_cap) @@ -136,6 +161,8 @@ def rakesh_jhunjhunwala_agent(state: AgentState, agent_id: str = "rakesh_jhunjhu # ─── LLM: craft Jhunjhunwala‑style narrative ────────────────────────────── progress.update_status(agent_id, ticker, "Generating Jhunjhunwala analysis") + + writer(f"Generating for {ticker}...\n") jhunjhunwala_output = generate_jhunjhunwala_output( ticker=ticker, analysis_data=analysis_data[ticker], diff --git a/python/third_party/ai-hedge-fund/src/agents/risk_manager.py b/python/third_party/ai-hedge-fund/src/agents/risk_manager.py index fa05cd22d..1291d4af3 100644 --- a/python/third_party/ai-hedge-fund/src/agents/risk_manager.py +++ b/python/third_party/ai-hedge-fund/src/agents/risk_manager.py @@ -1,4 +1,5 @@ from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from src.graph.state import AgentState, show_agent_reasoning from src.utils.progress import progress from src.tools.api import get_prices, prices_to_df @@ -23,9 +24,11 @@ def risk_management_agent(state: AgentState, agent_id: str = "risk_management_ag # First, fetch prices and calculate volatility for all relevant tickers all_tickers = set(tickers) | set(portfolio.get("positions", {}).keys()) + writer = get_stream_writer() for ticker in all_tickers: progress.update_status(agent_id, ticker, "Fetching price data and calculating volatility") + writer(f"Fetching price data and calculating volatility for {ticker}...\n") prices = get_prices( ticker=ticker, @@ -105,6 +108,7 @@ def risk_management_agent(state: AgentState, agent_id: str = "risk_management_ag # Calculate volatility- and correlation-adjusted risk limits for each ticker for ticker in tickers: progress.update_status(agent_id, ticker, "Calculating volatility- and correlation-adjusted limits") + writer(f"Calculating volatility- and correlation-adjusted limits for {ticker}...\n") if ticker not in current_prices or current_prices[ticker] <= 0: progress.update_status(agent_id, ticker, "Failed: No valid price data") @@ -201,6 +205,7 @@ def risk_management_agent(state: AgentState, agent_id: str = "risk_management_ag ) progress.update_status(agent_id, None, "Done") + writer("Risk management analysis complete.\n\n") message = HumanMessage( content=json.dumps(risk_analysis), diff --git a/python/third_party/ai-hedge-fund/src/agents/sentiment.py b/python/third_party/ai-hedge-fund/src/agents/sentiment.py index c5a6165d3..330f8eab0 100644 --- a/python/third_party/ai-hedge-fund/src/agents/sentiment.py +++ b/python/third_party/ai-hedge-fund/src/agents/sentiment.py @@ -1,4 +1,5 @@ from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from src.graph.state import AgentState, show_agent_reasoning from src.utils.progress import progress import pandas as pd @@ -17,9 +18,11 @@ def sentiment_analyst_agent(state: AgentState, agent_id: str = "sentiment_analys api_key = get_api_key_from_state(state, "FINANCIAL_DATASETS_API_KEY") # Initialize sentiment analysis for each ticker sentiment_analysis = {} + writer = get_stream_writer() for ticker in tickers: progress.update_status(agent_id, ticker, "Fetching insider trades") + writer(f"Fetching insider trades for {ticker}...\n") # Get the insider trades insider_trades = get_insider_trades( @@ -30,12 +33,14 @@ def sentiment_analyst_agent(state: AgentState, agent_id: str = "sentiment_analys ) progress.update_status(agent_id, ticker, "Analyzing trading patterns") + writer(f"Analyzing trading patterns for {ticker}...\n") # Get the signals from the insider trades transaction_shares = pd.Series([t.transaction_shares for t in insider_trades]).dropna() insider_signals = np.where(transaction_shares < 0, "bearish", "bullish").tolist() progress.update_status(agent_id, ticker, "Fetching company news") + writer(f"Fetching company news for {ticker}...\n") # Get the company news company_news = get_company_news(ticker, end_date, limit=100, api_key=api_key) @@ -46,6 +51,7 @@ def sentiment_analyst_agent(state: AgentState, agent_id: str = "sentiment_analys np.where(sentiment == "positive", "bullish", "neutral")).tolist() progress.update_status(agent_id, ticker, "Combining signals") + writer(f"Combining signals for {ticker}...\n") # Combine signals from both sources with weights insider_weight = 0.3 news_weight = 0.7 @@ -116,6 +122,7 @@ def sentiment_analyst_agent(state: AgentState, agent_id: str = "sentiment_analys } progress.update_status(agent_id, ticker, "Done", analysis=json.dumps(reasoning, indent=4)) + writer(f"Completed sentiment analysis for {ticker} with signal: {overall_signal} and confidence: {confidence:.1f}%\n\n") # Create the sentiment message message = HumanMessage( diff --git a/python/third_party/ai-hedge-fund/src/agents/stanley_druckenmiller.py b/python/third_party/ai-hedge-fund/src/agents/stanley_druckenmiller.py index 073ce1d76..e2b19c0b6 100644 --- a/python/third_party/ai-hedge-fund/src/agents/stanley_druckenmiller.py +++ b/python/third_party/ai-hedge-fund/src/agents/stanley_druckenmiller.py @@ -9,6 +9,7 @@ ) from langchain_core.prompts import ChatPromptTemplate from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from pydantic import BaseModel import json from typing_extensions import Literal @@ -41,11 +42,18 @@ def stanley_druckenmiller_agent(state: AgentState, agent_id: str = "stanley_druc analysis_data = {} druck_analysis = {} + writer = get_stream_writer() + for ticker in tickers: progress.update_status(agent_id, ticker, "Fetching financial metrics") + + writer(f"Fetching financial metrics for {ticker}...\n") metrics = get_financial_metrics(ticker, end_date, period="annual", limit=5, api_key=api_key) progress.update_status(agent_id, ticker, "Gathering financial line items") + + + writer(f"Gathering financial line items for {ticker}...\n") # Include relevant line items for Stan Druckenmiller's approach: # - Growth & momentum: revenue, EPS, operating_income, ... # - Valuation: net_income, free_cash_flow, ebit, ebitda @@ -76,27 +84,48 @@ def stanley_druckenmiller_agent(state: AgentState, agent_id: str = "stanley_druc ) progress.update_status(agent_id, ticker, "Getting market cap") + + + writer(f"Getting market cap for {ticker}...\n") market_cap = get_market_cap(ticker, end_date, api_key=api_key) progress.update_status(agent_id, ticker, "Fetching insider trades") + + + writer(f"Fetching insider trades for {ticker}...\n") insider_trades = get_insider_trades(ticker, end_date, limit=50, api_key=api_key) progress.update_status(agent_id, ticker, "Fetching company news") + + + writer(f"Fetching company news for {ticker}...\n") company_news = get_company_news(ticker, end_date, limit=50, api_key=api_key) progress.update_status(agent_id, ticker, "Fetching recent price data for momentum") prices = get_prices(ticker, start_date=start_date, end_date=end_date, api_key=api_key) progress.update_status(agent_id, ticker, "Analyzing growth & momentum") + + + writer(f"Analyzing growth & momentum for {ticker}...\n") growth_momentum_analysis = analyze_growth_and_momentum(financial_line_items, prices) progress.update_status(agent_id, ticker, "Analyzing sentiment") + + + writer(f"Analyzing sentiment for {ticker}...\n") sentiment_analysis = analyze_sentiment(company_news) progress.update_status(agent_id, ticker, "Analyzing insider activity") + + + writer(f"Analyzing insider activity for {ticker}...\n") insider_activity = analyze_insider_activity(insider_trades) progress.update_status(agent_id, ticker, "Analyzing risk-reward") + + + writer(f"Analyzing for {ticker}...\n") risk_reward_analysis = analyze_risk_reward(financial_line_items, prices) progress.update_status(agent_id, ticker, "Performing Druckenmiller-style valuation") @@ -135,6 +164,9 @@ def stanley_druckenmiller_agent(state: AgentState, agent_id: str = "stanley_druc } progress.update_status(agent_id, ticker, "Generating Stanley Druckenmiller analysis") + + + writer(f"Generating for {ticker}...\n") druck_output = generate_druckenmiller_output( ticker=ticker, analysis_data=analysis_data, diff --git a/python/third_party/ai-hedge-fund/src/agents/technicals.py b/python/third_party/ai-hedge-fund/src/agents/technicals.py index 8bcdbd9ed..c05ebfbce 100644 --- a/python/third_party/ai-hedge-fund/src/agents/technicals.py +++ b/python/third_party/ai-hedge-fund/src/agents/technicals.py @@ -1,6 +1,7 @@ import math from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from src.graph.state import AgentState, show_agent_reasoning from src.utils.api_key import get_api_key_from_state @@ -48,9 +49,11 @@ def technical_analyst_agent(state: AgentState, agent_id: str = "technical_analys api_key = get_api_key_from_state(state, "FINANCIAL_DATASETS_API_KEY") # Initialize analysis for each ticker technical_analysis = {} + writer = get_stream_writer() for ticker in tickers: progress.update_status(agent_id, ticker, "Analyzing price data") + writer(f"Analyzing price data for {ticker}...\n") # Get the historical price data prices = get_prices( @@ -68,18 +71,23 @@ def technical_analyst_agent(state: AgentState, agent_id: str = "technical_analys prices_df = prices_to_df(prices) progress.update_status(agent_id, ticker, "Calculating trend signals") + writer(f"Calculating trend signals for {ticker}...\n") trend_signals = calculate_trend_signals(prices_df) progress.update_status(agent_id, ticker, "Calculating mean reversion") + writer(f"Calculating mean reversion for {ticker}...\n") mean_reversion_signals = calculate_mean_reversion_signals(prices_df) progress.update_status(agent_id, ticker, "Calculating momentum") + writer(f"Calculating momentum for {ticker}...\n") momentum_signals = calculate_momentum_signals(prices_df) progress.update_status(agent_id, ticker, "Analyzing volatility") + writer(f"Analyzing volatility for {ticker}...\n") volatility_signals = calculate_volatility_signals(prices_df) progress.update_status(agent_id, ticker, "Statistical analysis") + writer(f"Performing statistical analysis for {ticker}...\n") stat_arb_signals = calculate_stat_arb_signals(prices_df) # Combine all signals using a weighted ensemble approach @@ -92,6 +100,7 @@ def technical_analyst_agent(state: AgentState, agent_id: str = "technical_analys } progress.update_status(agent_id, ticker, "Combining signals") + writer(f"Combining signals for {ticker}...\n") combined_signal = weighted_signal_combination( { "trend": trend_signals, @@ -136,6 +145,7 @@ def technical_analyst_agent(state: AgentState, agent_id: str = "technical_analys }, } progress.update_status(agent_id, ticker, "Done", analysis=json.dumps(technical_analysis, indent=4)) + writer(f"Completed analysis for {ticker} with signal: {combined_signal['signal']} and confidence: {combined_signal['confidence']:.1%}\n\n") # Create the technical analyst message message = HumanMessage( diff --git a/python/third_party/ai-hedge-fund/src/agents/valuation.py b/python/third_party/ai-hedge-fund/src/agents/valuation.py index 9f5f0fb33..cfbd21949 100644 --- a/python/third_party/ai-hedge-fund/src/agents/valuation.py +++ b/python/third_party/ai-hedge-fund/src/agents/valuation.py @@ -9,6 +9,7 @@ import json import statistics from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from src.graph.state import AgentState, show_agent_reasoning from src.utils.progress import progress from src.utils.api_key import get_api_key_from_state @@ -26,9 +27,11 @@ def valuation_analyst_agent(state: AgentState, agent_id: str = "valuation_analys tickers = data["tickers"] api_key = get_api_key_from_state(state, "FINANCIAL_DATASETS_API_KEY") valuation_analysis: dict[str, dict] = {} + writer = get_stream_writer() for ticker in tickers: progress.update_status(agent_id, ticker, "Fetching financial data") + writer(f"Fetching financial data for {ticker}...\n") # --- Historical financial metrics --- financial_metrics = get_financial_metrics( @@ -45,6 +48,7 @@ def valuation_analyst_agent(state: AgentState, agent_id: str = "valuation_analys # --- Enhanced line‑items --- progress.update_status(agent_id, ticker, "Gathering comprehensive line items") + writer(f"Gathering comprehensive line items for {ticker}...\n") line_items = search_line_items( ticker=ticker, line_items=[ @@ -87,6 +91,7 @@ def valuation_analyst_agent(state: AgentState, agent_id: str = "valuation_analys # Enhanced Discounted Cash Flow with WACC and scenarios progress.update_status(agent_id, ticker, "Calculating WACC and enhanced DCF") + writer(f"Calculating WACC and enhanced DCF for {ticker}...\n") # Calculate WACC wacc = calculate_wacc( @@ -133,8 +138,10 @@ def valuation_analyst_agent(state: AgentState, agent_id: str = "valuation_analys # Aggregate & signal # ------------------------------------------------------------------ market_cap = get_market_cap(ticker, end_date, api_key=api_key) + writer(f"Fetching market cap for {ticker}...\n") if not market_cap: progress.update_status(agent_id, ticker, "Failed: Market cap unavailable") + writer(f"Failed to fetch market cap for {ticker}\n") continue method_values = { @@ -202,6 +209,7 @@ def valuation_analyst_agent(state: AgentState, agent_id: str = "valuation_analys "reasoning": reasoning, } progress.update_status(agent_id, ticker, "Done", analysis=json.dumps(reasoning, indent=4)) + writer(f"Completed analysis for {ticker} with signal: {signal} and confidence: {confidence:.1%}\n") # ---- Emit message (for LLM tool chain) ---- msg = HumanMessage(content=json.dumps(valuation_analysis), name=agent_id) diff --git a/python/third_party/ai-hedge-fund/src/agents/warren_buffett.py b/python/third_party/ai-hedge-fund/src/agents/warren_buffett.py index 34b11dc3b..8a675d8f8 100644 --- a/python/third_party/ai-hedge-fund/src/agents/warren_buffett.py +++ b/python/third_party/ai-hedge-fund/src/agents/warren_buffett.py @@ -1,6 +1,7 @@ from src.graph.state import AgentState, show_agent_reasoning from langchain_core.prompts import ChatPromptTemplate from langchain_core.messages import HumanMessage +from langgraph.config import get_stream_writer from pydantic import BaseModel import json from typing_extensions import Literal @@ -24,13 +25,16 @@ def warren_buffett_agent(state: AgentState, agent_id: str = "warren_buffett_agen # Collect all analysis for LLM reasoning analysis_data = {} buffett_analysis = {} + writer = get_stream_writer() for ticker in tickers: progress.update_status(agent_id, ticker, "Fetching financial metrics") + writer(f"Fetching financial metrics for {ticker}...\n") # Fetch required data - request more periods for better trend analysis metrics = get_financial_metrics(ticker, end_date, period="ttm", limit=10, api_key=api_key) progress.update_status(agent_id, ticker, "Gathering financial line items") + writer(f"Gathering financial line items for {ticker}...\n") financial_line_items = search_line_items( ticker, [ @@ -54,29 +58,37 @@ def warren_buffett_agent(state: AgentState, agent_id: str = "warren_buffett_agen ) progress.update_status(agent_id, ticker, "Getting market cap") + writer(f"Getting market cap for {ticker}...\n") # Get current market cap market_cap = get_market_cap(ticker, end_date, api_key=api_key) progress.update_status(agent_id, ticker, "Analyzing fundamentals") + writer(f"Analyzing fundamentals for {ticker}...\n") # Analyze fundamentals fundamental_analysis = analyze_fundamentals(metrics) progress.update_status(agent_id, ticker, "Analyzing consistency") + writer(f"Analyzing consistency for {ticker}...\n") consistency_analysis = analyze_consistency(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing competitive moat") + writer(f"Analyzing competitive moat for {ticker}...\n") moat_analysis = analyze_moat(metrics) progress.update_status(agent_id, ticker, "Analyzing pricing power") + writer(f"Analyzing pricing power for {ticker}...\n") pricing_power_analysis = analyze_pricing_power(financial_line_items, metrics) progress.update_status(agent_id, ticker, "Analyzing book value growth") + writer(f"Analyzing book value growth for {ticker}...\n") book_value_analysis = analyze_book_value_growth(financial_line_items) progress.update_status(agent_id, ticker, "Analyzing management quality") + writer(f"Analyzing management quality for {ticker}...\n") mgmt_analysis = analyze_management_quality(financial_line_items) progress.update_status(agent_id, ticker, "Calculating intrinsic value") + writer(f"Calculating intrinsic value for {ticker}...\n") intrinsic_value_analysis = calculate_intrinsic_value(financial_line_items) # Calculate total score without circle of competence (LLM will handle that) @@ -121,6 +133,7 @@ def warren_buffett_agent(state: AgentState, agent_id: str = "warren_buffett_agen } progress.update_status(agent_id, ticker, "Generating Warren Buffett analysis") + writer(f"Generating Warren Buffett 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index b95837b74..ed36eee6a 100644 --- a/python/valuecell/examples/core_remote_agent_demo.py +++ b/python/valuecell/examples/core_remote_agent_demo.py @@ -55,11 +55,11 @@ async def main(): updated_info = connections.get_agent_info(agent_name) logger.info(f"Updated info for '{agent_name}': {updated_info}") - async for resp in await client.send_message( - "analyze apple stock with buffett and damodaran", + async for task, event in await client.send_message( + "analyze apple stock with buffett", streaming=True, ): - logger.info(f"Response from {agent_name}: {resp}") + logger.info(f"Response from {agent_name}:\n{task}\n{event}") except Exception as e: logger.error(f"Failed to start {agent_name}: {e}")