eaglelandsonce commited on
Commit
8d60600
1 Parent(s): 5dd19bf

Update app.py

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Files changed (1) hide show
  1. app.py +2 -4
app.py CHANGED
@@ -536,9 +536,7 @@ def crewai_process(portfolio_stocks):
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  task2 = Task(
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  description="""Using the insights from the Equity Analyst's report, review the current asset allocation of the portfolio
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- and compare it against the targeted allocation that aligns with the investor's risk tolerance and investment objectives.
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- Given recent market shifts, she decides to tactically adjust the allocation, perhaps by increasing the weight in equities
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- or specific sectors that are forecasted to outperform. """,
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  agent=portfoliomanager
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  )
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@@ -546,7 +544,7 @@ def crewai_process(portfolio_stocks):
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  description="""Review and synthesize the analyses provided by the
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  Equity Analyst and the Portfolio Manager. Combine these insights to form a comprehensive
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  investment recommendation.
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- You MUST Consider all aspects, including financial health, market sentiment, and qualitative data from EDGAR filings.
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  Make sure to include a section that shows insider trading activity, and upcoming events like earnings.
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  Your final answer MUST be a recommendation for your customer. It should be a full super detailed report, providing a
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  clear investment stance and strategy with supporting evidence. Provide insight that my enhance the portfolio""",
 
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  task2 = Task(
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  description="""Using the insights from the Equity Analyst's report, review the current asset allocation of the portfolio
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+ and suggest any additions or deletions to the portfolio. """,
 
 
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  agent=portfoliomanager
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  )
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  description="""Review and synthesize the analyses provided by the
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  Equity Analyst and the Portfolio Manager. Combine these insights to form a comprehensive
546
  investment recommendation.
547
+ You MUST Consider all aspects, including financial health, market sentiment.
548
  Make sure to include a section that shows insider trading activity, and upcoming events like earnings.
549
  Your final answer MUST be a recommendation for your customer. It should be a full super detailed report, providing a
550
  clear investment stance and strategy with supporting evidence. Provide insight that my enhance the portfolio""",