Skip to content
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
9 changes: 7 additions & 2 deletions python/configs/agent_cards/aswath_damodaran_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "AswathDamodaranAgent",
"display_name": "Aswath Damodaran Agent",
"url": "http://localhost:10010/",
"description": "Valuation-focused analysis using robust discounted cash flow and intrinsic value methods. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,12 @@
"Value Tesla using a DCF with scenario analysis",
"What's the intrinsic value range for Nvidia based on conservative growth assumptions?"
],
"tags": ["valuation", "DCF", "intrinsic value"]
"tags": [
"valuation",
"DCF",
"intrinsic value"
]
}
],
"enabled": true
}
}
8 changes: 6 additions & 2 deletions python/configs/agent_cards/ben_graham_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "BenGrahamAgent",
"display_name": "Ben Graham Agent",
"url": "http://localhost:10011/",
"description": "Margin-of-safety and value-investing oriented screens and stock selection. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,11 @@
"Find stocks trading below intrinsic value with strong balance sheets",
"Screen for deep value opportunities in the small-cap universe"
],
"tags": ["value investing", "margin of safety"]
"tags": [
"value investing",
"margin of safety"
]
}
],
"enabled": true
}
}
9 changes: 7 additions & 2 deletions python/configs/agent_cards/bill_ackman_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "BillAckmanAgent",
"display_name": "Bill Ackman Agent",
"url": "http://localhost:10012/",
"description": "Event-driven and activist-investor style analysis focused on catalysts and corporate structure improvements. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,12 @@
"Identify potential activist targets with undervalued assets",
"What catalysts could unlock value at Company X?"
],
"tags": ["activist", "event-driven", "catalyst"]
"tags": [
"activist",
"event-driven",
"catalyst"
]
}
],
"enabled": true
}
}
9 changes: 7 additions & 2 deletions python/configs/agent_cards/cathie_wood_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "CathieWoodAgent",
"display_name": "Cathie Wood Agent",
"url": "http://localhost:10013/",
"description": "High-conviction growth and disruptive-innovation oriented analysis with long-term thematic views. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,12 @@
"Assess the long-term growth thesis for ARK-style thematic investments",
"How might disruptive technology revenues evolve over the next 5 years?"
],
"tags": ["growth", "disruption", "thematic"]
"tags": [
"growth",
"disruption",
"thematic"
]
}
],
"enabled": true
}
}
9 changes: 7 additions & 2 deletions python/configs/agent_cards/charlie_munger_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "CharlieMungerAgent",
"display_name": "Charlie Munger Agent",
"url": "http://localhost:10014/",
"description": "Broad multidisciplinary perspective, focus on high-quality businesses with durable competitive advantages. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,12 @@
"Identify companies with long-term competitive moats",
"Evaluate management quality and capital allocation decisions"
],
"tags": ["quality investing", "moat", "capital allocation"]
"tags": [
"quality investing",
"moat",
"capital allocation"
]
}
],
"enabled": true
}
}
9 changes: 7 additions & 2 deletions python/configs/agent_cards/fundamentals_analyst_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "FundamentalsAnalystAgent",
"display_name": "Fundamentals Analyst",
"url": "http://localhost:10023/",
"description": "Financial-statement-driven analysis covering profitability, cash flows, and balance sheet strength. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,12 @@
"Analyze revenue and margin trends for Microsoft",
"Assess liquidity and leverage for Boeing"
],
"tags": ["fundamentals", "financial statements", "metrics"]
"tags": [
"fundamentals",
"financial statements",
"metrics"
]
}
],
"enabled": true
}
}
9 changes: 7 additions & 2 deletions python/configs/agent_cards/michael_burry_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "MichaelBurryAgent",
"display_name": "Michael Burry Agent",
"url": "http://localhost:10015/",
"description": "Contrarian, deep-research driven value and special-situation analysis. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,12 @@
"Find contrarian opportunities overlooked by the market",
"Analyze distressed or deeply undervalued securities"
],
"tags": ["contrarian", "deep value", "special situations"]
"tags": [
"contrarian",
"deep value",
"special situations"
]
}
],
"enabled": true
}
}
9 changes: 7 additions & 2 deletions python/configs/agent_cards/mohnish_pabrai_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "MohnishPabraiAgent",
"display_name": "Mohnish Pabrai Agent",
"url": "http://localhost:10016/",
"description": "Concentrated, low-risk value investing with a focus on high-upside asymmetric bets. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,12 @@
"Build a concentrated portfolio of high-conviction value ideas",
"Where are asymmetric risk-reward opportunities today?"
],
"tags": ["concentrated", "value", "asymmetric"]
"tags": [
"concentrated",
"value",
"asymmetric"
]
}
],
"enabled": true
}
}
9 changes: 7 additions & 2 deletions python/configs/agent_cards/peter_lynch_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "PeterLynchAgent",
"display_name": "Peter Lynch Agent",
"url": "http://localhost:10017/",
"description": "Bottom-up, growth-at-a-reasonable-price (GARP) style stock picking and idea generation. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,12 @@
"Spot consumer-facing growth stories with reasonable valuations",
"Which small-cap growth companies show durable revenue expansion?"
],
"tags": ["GARP", "bottom-up", "growth"]
"tags": [
"GARP",
"bottom-up",
"growth"
]
}
],
"enabled": true
}
}
9 changes: 7 additions & 2 deletions python/configs/agent_cards/phil_fisher_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "PhilFisherAgent",
"display_name": "Phil Fisher Agent",
"url": "http://localhost:10018/",
"description": "Qualitative growth investing focused on management, R&D, and long-term industry positioning. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,12 @@
"Assess a company's management and research capabilities",
"What are the long-term secular growth drivers for Company Y?"
],
"tags": ["qualitative", "management", "R&D"]
"tags": [
"qualitative",
"management",
"R&D"
]
}
],
"enabled": true
}
}
9 changes: 7 additions & 2 deletions python/configs/agent_cards/rakesh_jhunjhunwala_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "RakeshJhunjhunwalaAgent",
"display_name": "Rakesh Jhunjhunwala Agent",
"url": "http://localhost:10019/",
"description": "Concentrated, conviction-driven investing with an emphasis on high-growth emerging opportunities. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,12 @@
"Identify high-growth opportunities in emerging markets",
"Which mid-cap names have the potential to scale rapidly?"
],
"tags": ["emerging markets", "conviction", "growth"]
"tags": [
"emerging markets",
"conviction",
"growth"
]
}
],
"enabled": true
}
}
55 changes: 46 additions & 9 deletions python/configs/agent_cards/sec_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "SecAgent",
"display_name": "SEC Agent",
"url": "http://localhost:10003/",
"description": "SecAgent can analyze SEC filings like 10-Q, 10-K, 13-F and analyze stock holdings of institutional investment managers. It can chat about stock performance, financial metrics, and market trends or track specific stocks and provide updates.",
"skills": [
Expand All @@ -12,7 +13,11 @@
"How has the portfolio of Vanguard Group changed over the last four quarters?",
"Can you provide insights on the stock performance of Apple and Microsoft based on recent 13F filings?"
],
"tags": ["13F", "stock holdings", "institutional investors"]
"tags": [
"13F",
"stock holdings",
"institutional investors"
]
},
{
"id": "compare_quarterly_reports",
Expand All @@ -23,7 +28,11 @@
"Analyze Apple's Q1 vs Q4 financial performance from their 10-Q filings",
"What are the key changes in Amazon's quarterly revenue and expenses over the past year?"
],
"tags": ["10-Q", "quarterly reports", "financial analysis"]
"tags": [
"10-Q",
"quarterly reports",
"financial analysis"
]
},
{
"id": "summarize_annual_reports",
Expand All @@ -34,7 +43,11 @@
"What are the main highlights from Microsoft's annual 10-K filing?",
"Provide a comprehensive summary of Meta's business segments from their 10-K report"
],
"tags": ["10-K", "annual reports", "financial summary"]
"tags": [
"10-K",
"annual reports",
"financial summary"
]
},
{
"id": "compare_industry_performance",
Expand All @@ -45,7 +58,11 @@
"Compare the profitability metrics of JPMorgan, Bank of America, and Wells Fargo",
"Analyze the revenue growth rates of Netflix, Disney, and Warner Bros Discovery"
],
"tags": ["industry comparison", "financial metrics", "competitive analysis"]
"tags": [
"industry comparison",
"financial metrics",
"competitive analysis"
]
},
{
"id": "analyze_revenue_mix_evolution",
Expand All @@ -56,7 +73,11 @@
"Analyze the evolution of Amazon's revenue streams from 2020 to 2023",
"What changes occurred in Apple's product revenue mix in the last 5 years?"
],
"tags": ["revenue mix", "business segments", "financial evolution"]
"tags": [
"revenue mix",
"business segments",
"financial evolution"
]
},
{
"id": "assess_financial_health_metrics",
Expand All @@ -67,7 +88,11 @@
"What do the debt-to-equity ratios tell us about Boeing's financial stability?",
"Analyze the cash flow trends and liquidity position of General Electric"
],
"tags": ["financial health", "liquidity", "debt analysis"]
"tags": [
"financial health",
"liquidity",
"debt analysis"
]
},
{
"id": "identify_risk_factors",
Expand All @@ -78,9 +103,21 @@
"Analyze the regulatory risks mentioned in JPMorgan's annual report",
"Compare the risk disclosures between traditional automakers and EV companies"
],
"tags": ["risk factors", "financial risk", "SEC filings"]
"tags": [
"risk factors",
"financial risk",
"SEC filings"
]
}
],

"enabled": true
"enabled": true,
"metadata": {
"version": "1.0.0",
"author": "ValueCell Team",
"tags": [
"sec",
"13f",
"fund-analysis"
]
}
}
9 changes: 7 additions & 2 deletions python/configs/agent_cards/sentiment_analyst_agent.json
Original file line number Diff line number Diff line change
@@ -1,5 +1,6 @@
{
"name": "SentimentAnalystAgent",
"display_name": "Sentiment Analyst",
"url": "http://localhost:10024/",
"description": "Market sentiment and positioning analysis using newsflow, social signals, and positioning data. **CAUTION**: Only stock symbols in {AAPL, GOOGL, MSFT, NVDA, TSLA} is/are supported and the agent will refuse to answer for other symbols. The input should contain one or more stock symbol(s) from this list. ",
"skills": [
Expand All @@ -11,8 +12,12 @@
"Gauge retail sentiment around meme stocks",
"Summarize recent news sentiment for Amazon"
],
"tags": ["sentiment", "news", "social"]
"tags": [
"sentiment",
"news",
"social"
]
}
],
"enabled": true
}
}
Loading