Spaces:
Sleeping
Sleeping
from crewai import Task | |
from textwrap import dedent | |
class StockAnalysisTasks(): | |
def research(self, agent, company): | |
return Task(description=dedent(f""" | |
Collect and summarize recent news articles, press | |
releases, and market analyses related to the stock and | |
its industry. | |
Pay special attention to any significant events, market | |
sentiments, and analysts' opinions. Also include upcoming | |
events like earnings and others. | |
Your final answer MUST be a report that includes a | |
comprehensive summary of the latest news, any notable | |
shifts in market sentiment, and potential impacts on | |
the stock. | |
Also make sure to return the stock ticker. | |
{self.__tip_section()} | |
Make sure to use the most recent data as possible. | |
Selected company by the customer: {company} | |
"""), | |
agent=agent | |
) | |
def financial_analysis(self, agent): | |
return Task(description=dedent(f""" | |
Conduct a thorough analysis of the stock's financial | |
health and market performance. | |
This includes examining key financial metrics such as | |
P/E ratio, EPS growth, revenue trends, and | |
debt-to-equity ratio. | |
Also, analyze the stock's performance in comparison | |
to its industry peers and overall market trends. | |
Your final report MUST expand on the summary provided | |
but now including a clear assessment of the stock's | |
financial standing, its strengths and weaknesses, | |
and how it fares against its competitors in the current | |
market scenario.{self.__tip_section()} | |
Make sure to use the most recent data possible. | |
"""), | |
agent=agent | |
) | |
def filings_analysis(self, agent): | |
return Task(description=dedent(f""" | |
Analyze the latest 10-Q and 10-K filings from EDGAR for | |
the stock in question. | |
Focus on key sections like Management's Discussion and | |
Analysis, financial statements, insider trading activity, | |
and any disclosed risks. | |
Extract relevant data and insights that could influence | |
the stock's future performance. | |
Your final answer must be an expanded report that now | |
also highlights significant findings from these filings, | |
including any red flags or positive indicators for | |
your customer. | |
{self.__tip_section()} | |
"""), | |
agent=agent | |
) | |
def recommend(self, agent): | |
return Task(description=dedent(f""" | |
Review and synthesize the analyses provided by the | |
Financial Analyst and the Research Analyst. | |
Combine these insights to form a comprehensive | |
investment recommendation. | |
You MUST Consider all aspects, including financial | |
health, market sentiment, and qualitative data from | |
EDGAR filings. | |
Make sure to include a section that shows insider | |
trading activity, and upcoming events like earnings. | |
Your final answer MUST be a recommendation for your | |
customer. It should be a full super detailed report, providing a | |
clear investment stance and strategy with supporting evidence. | |
Make it pretty and well formatted for your customer. | |
{self.__tip_section()} | |
"""), | |
agent=agent | |
) | |
def __tip_section(self): | |
return "If you do your BEST WORK, I'll give you a $10,000 commision!" | |