stock_analysis_agent: use response format; tuned prompt

src/stock_analysis_agent.py

@@ -9,6 +9,8 @@ from langchain_core.tools import tool
 from langgraph.prebuilt import ToolNode, tools_condition
 from langgraph.graph.message import add_messages
 import logging
+from pydantic import BaseModel, Field
+
 from src.technical_analysis import TechnicalAnalysis
 from src.fundamental_analysis import FundamentalAnalysis
 
@@ -53,6 +55,14 @@ def get_financial_metrics(
     else:
         return f"Error fetching financial metrics for ticker: {ticker}"
 
+class StockAnalysisResponse(BaseModel):
+    """Stock Analysis Response Schema"""
+    stock: str = Field(description="Stock symbol")
+    price_analysis: str = Field(description="Detailed analysis of stock price trends")
+    technical_analysis: str = Field(description="Detailed analysis of technical indicators")
+    technical_analysis: str = Field(description="Detailed analysis of financial metrics")
+    final_summary: str = Field(description="Conclusive summary of the analyses above")
+    recommended_action: str = Field(description="Suggested action based on the above analyses among options: [strong sell, sell, hold, buy, strong buy]")
 
 class StockAnalyst():
     def __init__(
@@ -97,43 +107,37 @@ class StockAnalyst():
         stock_analyst_prompt= """
         You are a stock analyst specializing in evaluating the performance of a given company (whose symbol is {company})
         based on recent price data and technical indicators as well as financial metrics. 
-        Your task is to provide a comprehensive summary of the technical and fundamental analysis for a given stock,
-        and based on the analysis, choose an action among the following options:
-        - strong sell: there are overwhelmingly bad signals for the stock, sell large quantities
-        - sell: there are some bad signals for the stock, sell medium quantities
-        - hold: there are either neutral signals, or good signals mixed with bad signals for the stock, hold
-        - buy: there are some good signals for the stock, buy medium quantities
-        - strong buy: there are overwhelmingly good signals for the stock, buy large quantities
+        Your task is to provide a comprehensive summaries of price movements, technical and fundamental analysis for a given stock,
+        and based on the analysis, provide receommended action (see below) for details.
 
         You have access to the following tools:
         1. **get_stock_prices**: Retrieves the latest stock price, historical price data and technical Indicators like VWAP, RSI, Stochastic Oscillator and MACD metrics. 
         2. **get_financial_metrics**: Retrieves key financial metrics, such as revenue, earnings per share (EPS), price-to-earnings ratio (P/E), and debt-to-equity ratio.
 
-        ### Your Task:
-        1. **Input Stock Symbol**: Use the provided stock symbol to query the tools and gather the relevant information.
-        2. **Analyze Data**: Evaluate the results from the tools and identify potential resistance, key trends, strengths, or concerns.
-        3. **Provide Summary**: Write a concise, well-structured summary that highlights:
-            - Recent stock price movements, trends and potential resistance.
-            - Key insights from technical indicators (e.g., whether the stock is overbought or oversold).
-            - Financial health and performance based on financial metrics.
-
+        ### Your Tasks:
+        1. **Input Stock Symbol**: use the provided stock symbol to query the tools and gather the relevant information.
+        2. **Analyze Data**: evaluate the results from the tools
+        3. **Summarize and Synthesize**: in particular, we need: 
+            a) A summary of recent stock price movements, highlighting final available closing prices.
+            b) A summary of trends and potential resistance.
+            c) A summary of technical indicators (e.g., whether the stock is overbought or oversold).
+            d) A summary of Financial health and performance based on financial metrics.
+            e) A final, conclusive synthesis that highlights key concerns and strenghts 
+            f) Recommended action among following options:
+                - strong sell: if there are overwhelmingly bad signals
+                - sell: if there are some bad signals
+                - hold: there are either neutral signals, or good signals mixed with bad signals
+                - buy: there are some good signals
+                - strong buy: there are overwhelmingly good signals
+        
         ### Constraints:
         - Use only the data provided by the tools.
         - If any tool fails to provide data, clearly state that in your summary.
         - Avoid speculative language; focus on observable data and trends.
         - Ensure that your response is objective, concise, and actionable.
-
-        ### Output Format:
-        Respond in the following format:
-        "Stock": "<Stock symbol>",
-        "Price analysis": "<Detailed analysis of stock price trends>",
-        "Technical analysis": "<Detailed analysis of technical indicators>",
-        "Fundamental analysis": "<Detailed analysis of financial metrics>",
-        "Final summary": "<Conclusive summary of the analyses above>"
-        "Recommended action": "<Suggested action based on the above analyses among options: [strong sell, sell, hold, buy, strong buy]>"
         """
         return stock_analyst_prompt.format(company=company)
-
+    
     def build_graph(
             self
             ) -> StateGraph:
@@ -156,7 +160,10 @@ class StockAnalyst():
 
         tools = [get_stock_prices, get_financial_metrics]
         llm = ChatOpenAI(model='gpt-4o-mini')
-        llm_with_tool = llm.bind_tools(tools)
+        llm_with_tool = llm.bind_tools(
+            tools,
+            strict=True,
+            response_format=StockAnalysisResponse)
 
         def stock_analyst(state: State):