fix: preserve exchange-qualified tickers across agent prompts

This commit is contained in:
CadeYu
2026-03-21 13:10:09 +08:00
parent f362a160c3
commit 08bfe70a69
11 changed files with 91 additions and 24 deletions
@@ -1,7 +1,14 @@
from langchain_core.prompts import ChatPromptTemplate, MessagesPlaceholder
import time
import json
from tradingagents.agents.utils.agent_utils import get_fundamentals, get_balance_sheet, get_cashflow, get_income_statement, get_insider_transactions
from tradingagents.agents.utils.agent_utils import (
build_instrument_context,
get_balance_sheet,
get_cashflow,
get_fundamentals,
get_income_statement,
get_insider_transactions,
)
from tradingagents.dataflows.config import get_config
@@ -9,7 +16,7 @@ def create_fundamentals_analyst(llm):
def fundamentals_analyst_node(state):
current_date = state["trade_date"]
ticker = state["company_of_interest"]
company_name = state["company_of_interest"]
instrument_context = build_instrument_context(ticker)
tools = [
get_fundamentals,
@@ -19,7 +26,7 @@ def create_fundamentals_analyst(llm):
]
system_message = (
"You are a researcher tasked with analyzing fundamental information over the past week about a company. Please write a comprehensive report of the company's fundamental information such as financial documents, company profile, basic company financials, and company financial history to gain a full view of the company's fundamental information to inform traders. Make sure to include as much detail as possible. Do not simply state the trends are mixed, provide detailed and finegrained analysis and insights that may help traders make decisions."
"You are a researcher tasked with analyzing fundamental information over the past week about a company. Please write a comprehensive report of the company's fundamental information such as financial documents, company profile, basic company financials, and company financial history to gain a full view of the company's fundamental information to inform traders. Make sure to include as much detail as possible. Always preserve the exact ticker symbol provided by the user, including any exchange suffix, and never merge fundamentals for similarly named companies from other exchanges. Do not simply state the trends are mixed, provide detailed and finegrained analysis and insights that may help traders make decisions."
+ " Make sure to append a Markdown table at the end of the report to organize key points in the report, organized and easy to read."
+ " Use the available tools: `get_fundamentals` for comprehensive company analysis, `get_balance_sheet`, `get_cashflow`, and `get_income_statement` for specific financial statements.",
)
@@ -35,7 +42,7 @@ def create_fundamentals_analyst(llm):
" If you or any other assistant has the FINAL TRANSACTION PROPOSAL: **BUY/HOLD/SELL** or deliverable,"
" prefix your response with FINAL TRANSACTION PROPOSAL: **BUY/HOLD/SELL** so the team knows to stop."
" You have access to the following tools: {tool_names}.\n{system_message}"
"For your reference, the current date is {current_date}. The company we want to look at is {ticker}",
"For your reference, the current date is {current_date}. {instrument_context}",
),
MessagesPlaceholder(variable_name="messages"),
]
@@ -44,7 +51,7 @@ def create_fundamentals_analyst(llm):
prompt = prompt.partial(system_message=system_message)
prompt = prompt.partial(tool_names=", ".join([tool.name for tool in tools]))
prompt = prompt.partial(current_date=current_date)
prompt = prompt.partial(ticker=ticker)
prompt = prompt.partial(instrument_context=instrument_context)
chain = prompt | llm.bind_tools(tools)