Spaces:
Sleeping
Sleeping
eaglelandsonce
commited on
Commit
•
a6249ee
1
Parent(s):
11d1cbf
Update app.py
Browse files
app.py
CHANGED
@@ -475,8 +475,8 @@ def crewai_process(portfolio_stocks):
|
|
475 |
# Define your agents with roles and goals
|
476 |
equityanalyst = Agent(
|
477 |
role='Equity Analyst',
|
478 |
-
goal=f'Analyzes and evaluates individual stocks in the porfolio
|
479 |
-
market trends, and industry dynamics.',
|
480 |
backstory="""Alex has a strong background in finance and economics, having graduated from a top university.
|
481 |
They worked for several years in a leading investment bank, where they honed their skills in analyzing financial
|
482 |
statements and market trends. Alex is passionate about the stock market and has a knack for identifying undervalued stocks.""",
|
@@ -490,8 +490,8 @@ def crewai_process(portfolio_stocks):
|
|
490 |
)
|
491 |
portfoliomanager = Agent(
|
492 |
role='Portfolio Manager',
|
493 |
-
goal=f'Determines the appropriate mix of assets {portfolio_stocks} in the portfolio based on investment objectives and
|
494 |
-
risk tolerance.',
|
495 |
backstory="""Samira holds an MBA with a specialization in investment management and has over a decade of experience in
|
496 |
asset management. She has a proven track record of managing diverse investment portfolios and achieving consistent returns.
|
497 |
Samira excels in strategic thinking and is adept at adjusting investment strategies based on changing market conditions.""",
|
@@ -504,7 +504,7 @@ def crewai_process(portfolio_stocks):
|
|
504 |
|
505 |
riskanalyst = Agent(
|
506 |
role='Risk Analyst',
|
507 |
-
goal=
|
508 |
backstory="""David has a master’s degree in financial engineering and started his career in
|
509 |
risk management at a major insurance company. His expertise lies in quantitative analysis and
|
510 |
risk modeling. David is particularly skilled in using advanced statistical techniques to assess and mitigate risks.""",
|
@@ -517,10 +517,10 @@ def crewai_process(portfolio_stocks):
|
|
517 |
|
518 |
# Create tasks for your agents
|
519 |
task1 = Task(
|
520 |
-
description=f'Alex will perform an in-depth analysis of a specific market sector that is currently
|
521 |
underrepresented in the portfolio {portfolio_stocks}. This involves evaluating the growth potential,
|
522 |
competitive landscape, and financial health of leading companies within that sector. The goal is to
|
523 |
-
identify potential investment opportunities that could offer higher returns and enhance the portfolios diversity',
|
524 |
agent=equityanalyst
|
525 |
)
|
526 |
|
|
|
475 |
# Define your agents with roles and goals
|
476 |
equityanalyst = Agent(
|
477 |
role='Equity Analyst',
|
478 |
+
goal=f'''Analyzes and evaluates individual stocks in the porfolio {portfolio_stocks} by examining company financials,
|
479 |
+
market trends, and industry dynamics.''',
|
480 |
backstory="""Alex has a strong background in finance and economics, having graduated from a top university.
|
481 |
They worked for several years in a leading investment bank, where they honed their skills in analyzing financial
|
482 |
statements and market trends. Alex is passionate about the stock market and has a knack for identifying undervalued stocks.""",
|
|
|
490 |
)
|
491 |
portfoliomanager = Agent(
|
492 |
role='Portfolio Manager',
|
493 |
+
goal=f'''Determines the appropriate mix of assets {portfolio_stocks} in the portfolio based on investment objectives and
|
494 |
+
risk tolerance.''',
|
495 |
backstory="""Samira holds an MBA with a specialization in investment management and has over a decade of experience in
|
496 |
asset management. She has a proven track record of managing diverse investment portfolios and achieving consistent returns.
|
497 |
Samira excels in strategic thinking and is adept at adjusting investment strategies based on changing market conditions.""",
|
|
|
504 |
|
505 |
riskanalyst = Agent(
|
506 |
role='Risk Analyst',
|
507 |
+
goal='''Identifies and evaluates the various risks associated with the portfolio''',
|
508 |
backstory="""David has a master’s degree in financial engineering and started his career in
|
509 |
risk management at a major insurance company. His expertise lies in quantitative analysis and
|
510 |
risk modeling. David is particularly skilled in using advanced statistical techniques to assess and mitigate risks.""",
|
|
|
517 |
|
518 |
# Create tasks for your agents
|
519 |
task1 = Task(
|
520 |
+
description=f'''Alex will perform an in-depth analysis of a specific market sector that is currently
|
521 |
underrepresented in the portfolio {portfolio_stocks}. This involves evaluating the growth potential,
|
522 |
competitive landscape, and financial health of leading companies within that sector. The goal is to
|
523 |
+
identify potential investment opportunities that could offer higher returns and enhance the portfolios diversity''',
|
524 |
agent=equityanalyst
|
525 |
)
|
526 |
|