app.py

import dotenv
import gradio as gr

from src.fetch_data import FetchData
from src.fetch_forecast import FetchForecast
from src.stock_analysis_agent import StockAnalyst
from src.technical_analysis import TechnicalAnalysis


def initialize_manual():
    print(f'Initializing Stock-Analysis Agent')
    try:
        stock_analyst = StockAnalyst()
        message = "Stock-Analysis Agent initialized successfully.\n"
    except Exception as e:
        stock_analyst = None
        message = f"Error initializing Stock-Analysis Agent:\n{e}\n"
    return message, stock_analyst

def find_matching_tickers(agent_instance, ticker):
    if agent_instance is None:
        return 'Stock-Analysis Agent is not initialized. Please initialize first.'
    try:
        df = agent_instance.tickerfinder.find_best_matching_ticker_or_title(ticker)
    except Exception as e:
        print(f'Error finding matching tickers for {ticker}: :\n{e}')
        df = None
    return df

def ask_stock_agent(agent_instance, ticker):
    if agent_instance is None:
        return 'Stock-Analysis Agent is not initialized. Please initialize first.'
    ticker_exists = agent_instance.tickerfinder.does_ticker_exist(ticker)
    if ticker_exists:
        yield "Analysis in progress..." 
        response = agent_instance.get_formatted_stock_summary(ticker)
    else:
        response = f"""
        Ticker symbol {ticker} is not listed by the U.S. Securities and Exchange Commission database,
        see: https://www.sec.gov/files/company_tickers.json.
        If you are not sure about the ticker symbol use the Ticker Finder to find the correct ticker.
        """
    yield response

def plot_stock(agent_instance, ticker):
    if agent_instance is None:
        return 'Stock-Analysis Agent is not initialized. Please initialize first.'
    ticker_exists = agent_instance.tickerfinder.does_ticker_exist(ticker)
    if ticker_exists:
        # fetch the forecasts
        dotenv.load_dotenv(dotenv.find_dotenv())
        df_hist = FetchData(ticker, fetchperiodinweeks=12).run()
        df_past, df_fcst = FetchForecast(ticker, df_hist).run()
        # run the technical analysis
        _, fig = TechnicalAnalysis(
            ticker=ticker,
            df_hist=df_hist,
            df_past=df_past,
            df_fcst=df_fcst,
            plot_ta=True,
            savefig=False,
            debug=False).run()
    else:
        message = f"""Ticker {ticker} does not exist"""
        fig = TechnicalAnalysis(ticker).get_fetcherror_fig(message)
    return fig

with gr.Blocks() as demo:
    gr.Markdown("# Stock Analysis Agent")
    # State to store the agent
    stock_analyst_state  = gr.State()
    # Auto-initialize
    init_status = gr.Textbox(label="Init Status", interactive=False, value="Initializing…")
    # Initialize automatically when the page loads
    demo.load(
        fn=initialize_manual,
        inputs=None,
        outputs=[init_status, stock_analyst_state]
    )
    # manual-initialize with button
    # message, stock_analyst = initialize_manual() # is this needed?
    # init_status = gr.Textbox(label="Initialization Status", interactive=False)
    # init_button = gr.Button("Initialize")
    # init_button.click(
    #    fn=initialize_manual,
    #    outputs=[init_status, stock_analyst_state]  # Output: status message and the agent
    # )
    print('Agent initialized successfully')
    # TickerFinder tool
    ticker_to_find = gr.Textbox(label="Ticker Finder: not sure what's the stock ticker symbol? Enter the company name you want to analyze, and I will try to help.")
    tf_output = gr.Markdown(label="Match Results")
    search_button = gr.Button("Search")
    search_button.click(
        fn=find_matching_tickers,
        inputs=[stock_analyst_state, ticker_to_find],
        outputs=[tf_output],
        api_name="ticker_finder"
    )
    # Enter stock symbol
    ticker = gr.Textbox(label="Enter a stock ticker symbol to be analyzed (GOOG, MSFT, etc.)")
    analyze_button = gr.Button('Analyze Stock')
    md_output = gr.Markdown(label="Output Box")
    analyze_button.click(
            fn=ask_stock_agent,
            inputs=[stock_analyst_state, ticker],
            outputs=md_output, 
            api_name="ask_stock_agent")
    plot_output = gr.Plot(label=ticker, format="png")
    analyze_button.click(
            fn=plot_stock,
            inputs=[stock_analyst_state, ticker],
            outputs=[plot_output],
            api_name="plot_stock")
    

if __name__ == "__main__":
    # local:
    demo.launch(ssr_mode=False)
    # public link: 
    # demo.launch(share=True, ssr_mode=False)
    # local with authentication
    # demo.launch(auth=("uname", "pwd"), ssr_mode=False)