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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}
"""),
expected_output="A detailed report covering the specified analysis points",
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.
"""),
expected_output="A detailed report covering the specified analysis points",
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()}
"""),
expected_output="A detailed report covering the specified analysis points",
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()}
"""),
expected_output="A detailed report covering the specified analysis points",
agent=agent
)
def __tip_section(self):
return "If you do your BEST WORK, I'll give you a $10,000 commission!"
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