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src/market-analyst/backend/aagents/fundamental_analyst.py

@@ -1,67 +1,60 @@
 from autogen_agentchat.agents import AssistantAgent
 from autogen_core.tools import FunctionTool
-from tools.market_data import get_fundamental_data, get_market_indices
+from tools.market_data import get_fundamental_data, get_market_indices, get_analyst_consensus
 
 def get_fundamental_analyst(model_client):
     
     fundamental_tool = FunctionTool(get_fundamental_data, description="Fetch fundamental financial metrics like P/E, PEG, Debt/Equity, and Profit Margin.")
     market_tool = FunctionTool(get_market_indices, description="Get Market Context (SPY/VIX).")
+    consensus_tool = FunctionTool(get_analyst_consensus, description="Get Analyst Ratings & Targets.")
 
     return AssistantAgent(
         name="FundamentalAnalyst",
         model_client=model_client,
-        tools=[market_tool, fundamental_tool],
+        tools=[market_tool, fundamental_tool, consensus_tool],
         system_message="""
         You are a Fundamental Analyst specializing in company valuation and financial health.
         
         MANDATORY WORKFLOW:
         
-        STEP 1: CALL get_market_indices (Market Context)
-        STEP 2: CALL get_fundamental_data (Company Metrics)
+        STEP 1: CALL get_market_indices
+        STEP 2: CALL get_fundamental_data
+        STEP 3: CALL get_analyst_consensus
         
-        DO NOT proceed without calling BOTH tools first.
+        DO NOT proceed without calling ALL THREE tools.
         
-        STEP 3: Evaluate Valuation & Growth
-        - P/E Ratio:
-          * <15: Potentially undervalued
-          * 15-25: Fair value (depends on sector)
-          * >25: Potentially overvalued (unless high growth)
-        - PEG Ratio:
-          * <1.0: Undervalued relative to growth
-          * >2.0: Overvalued relative to growth
-        - EPS Trend:
-          * Forward > Trailing = Growth Expected (Bullish)
-          * Forward < Trailing = Contraction (Bearish)
-        - Dividend Yield:
-          * > 4%: High yield (Defensive/Income)
+        STEP 4: Evaluate Valuation & Growth
+        - P/E Ratio: <15 (Undervalued), 15-25 (Fair), >25 (Premium).
+        - PEG Ratio: <1.0 (Cheap Growth), >2.0 (Expensive).
+        - EPS Trend: Forward > Trailing? (Growth).
+        - Dividend Yield: >4% (Income).
         
-        STEP 4: Assess Financial Health
-        - Debt/Equity Ratio:
-          * <0.5: Conservative, safe
-          * 0.5-1.0: Moderate
-          * >1.0: High risk (Unless utility/financials)
-        - Profit Margin:
-          * >20%: Excellent
-          * <10%: Weak
+        STEP 5: Assess Financial Health
+        - Debt/Equity Ratio: <0.5 (Safe), >1.0 (Risky).
+        - Profit Margin: >20% (Excellent), <10% (Weak).
         
-        STEP 5: Market & Sector Context
-        - Market: If VIX > 25 (Fear), PENALIZE companies with High Debt (>1.0) or Negative Earnings.
-        - Sector Standards:
-          * Tech: Higher P/E acceptable.
-          * Utilities: High debt acceptable.
+        STEP 6: Market & Sector Context
+        - Market: If VIX > 25, PENALIZE High Debt/High P/E.
+        - Sector Standards: Tech (Higher P/E ok), Utilities (High Debt ok).
         
-        STEP 6: Assign Fundamental Strength Rating
-        - "Strong": Great valuation + Safe debt (OR High Growth + Safe Market).
-        - "Stable": Fair metrics.
-        - "Weak": Overvalued OR High Debt in High VIX environment.
+        STEP 7: Analyst Consensus Check
+        - Ratings: "buy" or "strong buy" = Positive. "sell" = Negative.
+        - Price Target: If Target < Current Price = Downside Risk (Bearish).
+        - Upside Potential: >20% is Strong Bullish factor.
         
-        STEP 7: Output Structured Summary
+        STEP 8: Assign Fundamental Strength Rating
+        - "Strong": Great Valuation + Safe Debt + Analyst Buy Support.
+        - "Stable": Fair metrics + Neutral Analysts.
+        - "Weak": Overvalued OR High Debt OR Analyst Sell Ratings.
+        
+        STEP 9: Output Structured Summary
         Provide:
         - Fundamental Strength Rating (Strong/Stable/Weak)
-        - P/E, PEG, and EPS Growth analysis (Bullish/Bearish Trend)
-        - Debt/Equity Health (mention Market Context impact if VIX is high)
-        - Value conclusion
-        - Earnings Status: Report next earnings date.
+        - P/E, PEG, EPS, Dividend analysis
+        - Debt & Health assessment
+        - Analyst Consensus (Target Price & Rating)
+        - Market Context Impact (VIX)
+        - Earnings Status
         - Recommendation for Strategy.
         """
     )

src/market-analyst/backend/aagents/risk_manager.py

@@ -13,14 +13,20 @@ def get_risk_manager(model_client):
         ROUND 1 (CRITIQUE):
         - StrategyAdvisor will provide a "DRAFT_STRATEGY".
         - You MUST critique it. Challenge assumptions.
-        - Check: "Is this safe given SPY trend?", "Is IV Rank ignored?", "Are earnings risky?"
+        - CHECK DIRECTION MAPPING:
+          * "Bear Put/Call Spread" = BEARISH.
+          * "Bull Call/Put Spread" = BULLISH.
+          * "Iron Condor/Butterfly" = NEUTRAL.
+        - COMPARE WITH MARKET:
+          * If Strategy=Bearish and SPY Trend=Bullish -> "SEVERE CONFLICT".
         - Output: "RISK REVIEW: [Your critique]. REQUEST REVISION."
         - DO NOT OUTPUT "APPROVED".
         
         ROUND 2 (DECISION):
         - StrategyAdvisor will provide "FINAL_STRATEGY".
         - You must CALCULATE the Final Confidence Score (0-100):
-          * Trend Alignment (Market + Stock): 30 pts
+          * Trend Alignment (Market + Stock + Strategy Direction): 30 pts
+             (e.g., Bearish Strategy in Bearish Market = Full Points)
           * Fundamentals (Valuation/Safety): 20 pts
           * Volatility (IV Check): 20 pts
           * Sentiment Context: 15 pts
@@ -34,9 +40,10 @@ def get_risk_manager(model_client):
         ```json
         {
           "final_decision": "TRADE",
+          "strategy_type": "Bull Call Spread",
+          "direction": "BULLISH",
           "confidence": 85,
           "actionable_recommendation": "Execute Bull Call Spread...",
-          "strategy_type": "Bull Call Spread",
           "entry_signal": "Net Debit",
           "entry_price": 1.30,
           "max_profit": 370,
@@ -49,9 +56,10 @@ def get_risk_manager(model_client):
         ```json
         {
           "final_decision": "WAIT",
+          "strategy_type": "WAIT",
+          "direction": "NEUTRAL",
           "confidence": 45,
           "actionable_recommendation": "Stay in Cash. Risk Score too low.",
-          "strategy_type": "WAIT",
           "entry_signal": "N/A",
           "entry_price": 0,
           "max_profit": 0,

src/market-analyst/backend/aagents/sentiment_analyst.py

@@ -32,7 +32,7 @@ def get_sentiment_analyst(model_client):
         - If >70% articles are negative with avg confidence >0.80: "Strongly Bearish"
         
         STEP 4: Identify Key Events and Risk Factors
-        - Earnings announcements (CRITICAL: Check article date. IGNORE "Earnings Preview" if article is >2 days old).
+        - Earnings announcements (CRITICAL: VERIFY article date. IGNORE if >5 days old).
         - Product launches
         - Regulatory issues
         - Management changes

src/market-analyst/backend/aagents/strategy_advisor.py

@@ -17,7 +17,7 @@ def get_strategy_advisor(model_client):
         - TechnicalAnalyst: Market Context (SPY/VIX), Trend, SMA, RSI
         - VolatilityAnalyst: IV vs HV, VIX level
         - SentimentAnalyst: Market mood, Earnings Risks
-        - FundamentalAnalyst: P/E, health rating, Earnings Date
+        - FundamentalAnalyst: P/E, health rating, Analyst Consensus, Earnings Date
         
         STEP 2: CALL get_option_chain_snapshot
         You MUST call this tool to get real option strikes and prices.
@@ -26,7 +26,7 @@ def get_strategy_advisor(model_client):
         STEP 3: Determine market regime
         - Market: Bullish (SPY > SMA50) / Bearish / High Fear (VIX > 25)
         - Trend: Bullish / Bearish / Neutral (from Technical)
-        - Volatility: High (IV > HV or VIX > 20) / Low
+        - Volatility: High (IV > HV, VIX > 20, or "Elevated"/"High" Regime) / Low
         
         STEP 4: Select strategy using RULES
         - HIGH Vol + Range Bound → Iron Condor (Credit)
@@ -58,6 +58,7 @@ def get_strategy_advisor(model_client):
         ```json
         {
           "strategy": "Bull Call Spread",
+          "direction": "BULLISH",
           "confidence_score": 85,
           "reasoning": "Strong bullish technicals (price above SMA200, RSI 65), low IV (18% vs HV 22%), positive sentiment. Debit spread appropriate for low-vol bullish setup.",
           "proposed_legs": "Buy 145 Call @ $2.50, Sell 150 Call @ $1.20 (Exp: 2024-03-15)",
@@ -73,6 +74,7 @@ def get_strategy_advisor(model_client):
         ```json
         {
           "strategy": "WAIT",
+          "direction": "NEUTRAL",
           "confidence_score": 45,
           "reasoning": "Conflicting signals: Bullish technicals but bearish sentiment and high VIX (28). Low confidence setup.",
           "proposed_legs": "None",

src/market-analyst/backend/tools/market_data.py

@@ -313,3 +313,35 @@ def get_fundamental_data(symbol: str) -> dict:
         }
     except Exception as e:
         return {"error": str(e)}
+
+def get_analyst_consensus(symbol: str) -> dict:
+    """
+    Fetches Wall St. analyst recommendations and price targets.
+    """
+    print(f"[DEBUG] get_analyst_consensus called for: {symbol}")
+    try:
+        symbol = check_and_fix_ticker(symbol)
+        ticker = yf.Ticker(symbol)
+        info = ticker.info
+        
+        consensus = info.get('recommendationKey', 'none')
+        target = info.get('targetMeanPrice')
+        num_analysts = info.get('numberOfAnalystOpinions')
+        
+        # Current price for comparison
+        current = info.get('currentPrice') or info.get('regularMarketPrice') or info.get('previousClose')
+        
+        upside = "N/A"
+        if target and current and current > 0:
+            upside_pct = ((target - current) / current) * 100
+            upside = f"{round(upside_pct, 1)}%"
+            
+        return {
+            "consensus": consensus.replace('_', ' ').title(),
+            "target_price": target or "N/A",
+            "current_price": current,
+            "upside_potential": upside,
+            "analyst_count": num_analysts or "N/A"
+        }
+    except Exception as e:
+        return {"error": f"Failed to fetch analyst data: {str(e)}"}