| 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!" | |