Update app.py

app.py

@@ -468,19 +468,18 @@ bot_inputs = [
 from crewai import Agent, Task, Crew, Process
 
 
-
-
 # Set gemini_llm
 gemini_llm = GoogleGenerativeAI(model="gemini-pro", google_api_key=GOOGLE_AI_STUDIO)
 
 def crewai_process(research_topic):
     # Define your agents with roles and goals
-    researcher = Agent(
-        role='Senior Research Analyst',
-        goal=f'Uncover cutting-edge developments in {research_topic}',
-        backstory="""You are a Senior Research Analyst at a leading think tank.
-        Your expertise lies in identifying emerging trends. You have a knack for dissecting complex data and presenting
-        actionable insights.""",
+    equityanalyst = Agent(
+        role='Equity Analyst',
+        goal=f'Analyzes and evaluates individual stocks in the porfolio  {portfolio_stocks} by examining company financials, 
+        market trends, and industry dynamics.',
+        backstory="""Alex has a strong background in finance and economics, having graduated from a top university. 
+        They worked for several years in a leading investment bank, where they honed their skills in analyzing financial 
+        statements and market trends. Alex is passionate about the stock market and has a knack for identifying undervalued stocks.""",
         verbose=True,
         allow_delegation=False,
         llm = gemini_llm,
@@ -489,12 +488,26 @@ def crewai_process(research_topic):
       ]
 
     )
-    writer = Agent(
-        role='Tech Content Strategist',
-        goal='Craft compelling content on tech advancements',
-        backstory="""You are a renowned Tech Social Media Content Writer and Strategist, known for your insightful
-        and engaging articles on technology and innovation. With a deep understanding of
-        the tech industry and how people are impacted by it, you transform complex concepts into compelling narratives.""",
+    portfoliomanager = Agent(
+        role='Portfolio Manager',
+        goal=f'Determines the appropriate mix of assets {portfolio_stocks} in the portfolio based on investment objectives and 
+        risk tolerance.',
+        backstory="""Samira holds an MBA with a specialization in investment management and has over a decade of experience in 
+        asset management. She has a proven track record of managing diverse investment portfolios and achieving consistent returns. 
+        Samira excels in strategic thinking and is adept at adjusting investment strategies based on changing market conditions.""",
+        verbose=True,
+        allow_delegation=True,
+        llm = gemini_llm
+     
+        # Add tools and other optional parameters as needed
+    )
+
+     riskanalyst = Agent(
+        role='Risk Analyst',
+        goal=f'Identifies and evaluates the various risks  associated with the portfolio {portfolio_stocks}',
+        backstory="""David has a master’s degree in financial engineering and started his career in 
+        risk management at a major insurance company. His expertise lies in quantitative analysis and 
+        risk modeling. David is particularly skilled in using advanced statistical techniques to assess and mitigate risks.""",
         verbose=True,
         allow_delegation=True,
         llm = gemini_llm
@@ -504,24 +517,34 @@ def crewai_process(research_topic):
 
     # Create tasks for your agents
     task1 = Task(
-        description=f"""Conduct a comprehensive analysis of the latest advancements in {research_topic}.
-        Compile your findings in a detailed report. Your final answer MUST be a full analysis report""",
-        agent=researcher
+        description=f'Alex will perform an in-depth analysis of a specific market sector that is currently 
+        underrepresented in the portfolio {portfolio_stocks}. This involves evaluating the growth potential, 
+        competitive landscape, and financial health of leading companies within that sector. The goal is to 
+        identify potential investment opportunities that could offer higher returns and enhance the portfolios diversity',
+        agent=equityanalyst
     )
 
     task2 = Task(
-        description="""Using the insights from the researcher's report, develop an engaging blog
-        post that highlights the most significant advancements.
-        Your post should be informative yet accessible, catering to a tech-savvy audience.
-        Aim for a narrative that captures the essence of these breakthroughs and their
-        implications for the future. Your final answer MUST be the full blog post of at least 3 paragraphs.""",
-        agent=writer
+        description="""Using the insights from the Equity Analyst's report, review the current asset allocation of the portfolio 
+        and compare it against the targeted allocation that aligns with the investor's risk tolerance and investment objectives. 
+        Given recent market shifts, she decides to tactically adjust the allocation, perhaps by increasing the weight in equities 
+        or specific sectors that are forecasted to outperform. """,
+        agent=portfoliomanager
+    )
+
+    task3 = Task(
+        description="""David will conduct a series of stress tests on the review of the Portfolio Manger to assess how it would perform under various 
+        adverse market conditions, such as a significant market downturn, rising interest rates, or geopolitical events. 
+        The results will help in understanding the potential impact of these scenarios on the portfolio's value and identifying 
+        any vulnerabilities. Based on this analysis, David might recommend strategies such as diversification across asset classes 
+        or hedging to mitigate identified risks, or the addition or elimination of certain stocks""",
+        agent=portfoliomanager
     )
 
     # Instantiate your crew with a sequential process
     crew = Crew(
-        agents=[researcher, writer],
-        tasks=[task1, task2],
+        agents=[equityanalyst, portfoliomanager, riskanalyst],
+        tasks=[task1, task2, task3],
         verbose=2,
         process=Process.sequential
     )