AI Agent: The future of Investment research

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## Mình sử dụng gpt-4o-mini là model llm bên dưới
llm = ChatOpenAI(model="gpt-4o-mini")

## Tools
def load_price_and_ta(company_stock):
    query = f"SELECT * FROM eod WHERE symbol = '{company_stock}' order by timestamp DESC LIMIT 1000"
    host = 'xyz' (database link)
    response = requests.get(
        host + '/exec',
        params={'query': query}).json()
    df = pd.DataFrame(response['dataset'], columns=pd.DataFrame(response['columns'])['name'].values)
    df.set_index('timestamp', inplace=True)
    df.index = pd.to_datetime(df.index).strftime('%Y-%m-%d')
    df = df.iloc[::-1]
    ## indicator
    df['RSI'] = ta.rsi(df['close'])
    
    adx = ta.adx(df['high'], df['low'], df['close'], 14)
    df[adx.columns] = adx
    
    bbands = ta.bbands(df['close'])
    df[bbands.columns] = bbands
    
    df['SMA200'] = ta.sma(df['close'], 200)
    df['SMA50'] = ta.sma(df['close'], 50)
    df['SMA20'] = ta.sma(df['close'], 20)
    
    macd = ta.macd(df['close'])
    df[macd.columns] = macd
    return df.dropna()

## Tool lấy giá và tính các indicator
ta_tool = Tool(
    name = "Price and technical indicator tools for Vietnam stock",
    description = "Collect stocks prices adn technical indicator for {company_stock} about a specific company in Vietnam stock market.",
    func= lambda symbol: load_price_and_ta(symbol)
)

## Tool search web
search_tool = SerperDevTool(   
    country="vn",locale="vn",location="Vietnam",
    n_results=20,
)
## Tool scraping
scrape_tool = ScrapeWebsiteTool()

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## Chuyên viên phân tích kĩ thuật
## Phân tích TA, dự đoán giá trong 20 ngày tới
technicalAnalyst = Agent(
    role= "Senior Technical Analyst",
    goal="""Provide the most recent technical analysis about trend, momentum
            and stockprice prediction in short timeframe (20 days) for targeted stock""",
    backstory="""You're the best at technical analysis, 
    stock price trend prediction and market risk assessment.
    and you're working for a top security firm in Vietnam.""",
    verbose=True,
    tools=[ta_tool],
    allow_delegation=True,
    llm = llm
)

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## chuyên viên phân tích thông tin
## tìm catalyst, phân tích các yếu tố rủi ro
newsAnalyst = Agent(
    role= "Senior Market Analyst",
    goal="""Provide the most recent news and market sentiment
    analysis that can highly affect stock price performance.
    Also, you must provide the top catalyst as well as risk factors that can highly affect company business performance.""",
    backstory= """
    You're highly experienced in analyzing the market information 
    and risk assessment that can affect company revenue.
    You are also excel in analyzing market sentiment and 
    always skepticism and consider also the source of the news articles. 
    """,
    verbose=True,
    tools=[search_tool,scrape_tool],
    allow_delegation=True,
    llm=llm,
)

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## chuyên viên tư vấn đầu tư
## Phân tích dựa vào 2 nhân tố giá và thông tin để đưa ra tư vấn đầu tư
investmentAdvisor = Agent(
    role= "Senior Investment Advisor",
    goal="""Impress your customers with full analyses over stocks 
    based on technical, and news insights and complete investment recommendations.
    All the information must come from the technicalAnalyst and newsAnalyst.""",
    backstory= """
    You're the best at providing investment advice and risk management
    for the targeted stock. You're also excel in risk management and 
    always consider the risk factors that can affect the investment performance.
    You are now working for a super important customer you need to impress.
    """,
    verbose=True,
    allow_delegation=True,
    tools=[search_tool, scrape_tool],
    llm=llm,
)

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## chuyên viên xây dựng chiến lược
## chiến lược mua hợp lý tối ưu hoá lợi nhuận
tradingAdvisor = Agent(
    role="Trade Advisor",
    goal="""Develop and test various trading strategies 
    based on the technicalAnalyst and investmentAdvisor's recommendation.
    Finally, you must provide the best trading strategy to maximize profit""",
    backstory="This agent specializes in analyzing the timing, price, "
              "and logistical details of potential trades. By evaluating "
              "these factors, it provides well-founded suggestions for "
              "when and how trades should be executed to maximize "
              "efficiency and adherence to strategy.",
    verbose=True,
    allow_delegation=True,
    tools = [ta_tool],
    llm=llm,
)

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## phân tích TA, kháng cự, hỗ trợ
## tìm hiểu xem cổ phiếu quá mua/bán chưa
getStockPrice = Task(
    description= """
    Conduct a technical analysis of {company_stock} stock price 
    trends and patterns, resistance and support level
    utilizing technical indicators that have provided. 
    Considering whether the stock is overbought or oversold.
    """,
    expected_output = """
    The final report must include a detailed analysis 
    of the stock's price trends, key technical indicators, 
    support-resistance level, and any potential buy/sell signals.
    Make sure to provide a clear and concise summary 
    of the stock's current technical position and any potential price targets or risk levels.
    Make sure to use the most recent data possible.
    Finally, please translate the final output to Vietnamese.
    """,
    agent= technicalAnalyst,
    output_file = "TA_analyses.md"
)

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## phân tích các thông tin gần nhất
## xem xét coi có sự kiện gì sắp xảy ra không
## tâm lý thị trường đang như thế nào, các analyst đang nghĩ gì
get_news = Task(
    description= """
    Collect and summarize recent news articles, press
    releases, and market analyses related to the {company_stock} stock and its industry.
    Pay special attention to any significant events, market sentiments, and analysts' opinions. 
    Also include upcoming events like earnings and others.""",
    
    expected_output = """
    A summary of the overall market and short summary. 
    Include a sentiment score for targeted stock based on the news, 
    notable shifts in market sentiment, and potential impacts for the stock.
    Make sure to use the most recent data as possible.
    Finally, please translate the final output to Vietnamese.
    """,
    agent= newsAnalyst,
    output_file = "news_analyses.md"
)

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## tổng hợp thông tin và đưa ra quyết định có nên tư vấn không
writeAnalyses = Task(
    description = """Use the stock price analysis and the news analysis 
    to create an report and investment advice about the {company_stock} company.
    Focus on the stock price trend, news and market sentiment. 
    What are the near future considerations?
    Include the previous analyses of stock trend and news summary.
    Be straight foward and cite or provide reasons for each of your point.""",
    
    expected_output= """
    A research report of the {company_stock} formated as markdown in an easy readable manner. It should contain:
    - An overall summary
    - A detailed analysis of the stock price trend from the Technical Analyst
    - A detailed analysis of the stock news from the News Analyst
    - Key catalysts and risks for the stock
    - Price prediction for the stock in future and does it over or under value 
    with the current price based on the catalysts and risks
    - A conclusion about key facts and concrete future trend prediction - up, down or sideways. 
    Will it worth to buy or sell the stock when take into account the risk and catalysts.
    Finally, please translate the final output to Vietnamese.
    """,
    agent = investmentAdvisor,
    output_file = "final_report.md"
)

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## xây dựng chiến lược mua khi cổ phiếu quá bán 
## bán khi cổ phiếu có sentiment lên quá cao
tradingStrategy = Task(
    description=
        """Develop and refine trading strategies 
        based on the insights from the 
        technical analyst and investment advisor.
        The objective strategy is buy when the stock is oversold 
        and sell when the sentiment is too high.
        Also, consider the risk factors that can affect the stock price based on the news analysis
        """,
    expected_output=
        """A set of potential trading strategies for {company_stock} 
        that align with the objective startegy.
        Finally, please translate the final output to Vietnamese.""",
    agent=tradingAdvisor,
    output_file = "trading_strategy.md"
)