refactor: five-tier rating scale and streamlined agent prompts

This commit is contained in:
Yijia-Xiao
2026-03-22 23:07:20 +00:00
parent c3ba3bf428
commit 318adda0c6
11 changed files with 38 additions and 28 deletions
@@ -25,7 +25,7 @@ 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. 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."
"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. Provide specific, actionable insights with supporting evidence to help traders make informed 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.",
)