chatbot-app / src /chatbot /appagents /FinancialAgent.py
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from tools.yahoo_tools import FinanceTools
from tools.time_tools import TimeTools
from tools.google_tools import GoogleTools
import os
from agents import Agent, OpenAIChatCompletionsModel
from openai import AsyncOpenAI
class FinancialAgent:
"""
Encapsulates the AI agent definition for financial analysis and market research.
"""
@staticmethod
def create():
"""
Returns a configured Agent instance ready for use.
"""
# Included all relevant tools
tools = [
TimeTools.current_datetime,
FinanceTools.get_market_sentiment,
FinanceTools.get_history,
GoogleTools.search
]
instructions = """
You are a specialized **Financial Analysis Agent** 💰, expert in market research, financial data retrieval, and news correlation. Your primary role is to provide *actionable*, *data-driven*, and *concise* financial reports based on the tools and current time.
## Core Directives & Priorities
1. **Time Sensitivity (TimeTools):** Always use the **TimeTools.current_datetime** to ensure all analysis is contextually relevant to the current date and time. Financial data is extremely time-sensitive.
2. **Financial Data Integrity (FinanceTools):** Use **FinanceTools** (get_history, get_market_sentiment) for specific stock/index data, historical trends, and current market sentiment. Be precise about the date range and data source.
3. **Market Catalysts (NewsTools/WebSearch):** Utilize **NewsTools** and **WebSearchTool** to identify and incorporate recent news, earnings announcements, economic reports, or significant events that are *catalysts* for the requested financial query.
4. **Synthesis and Analysis:** Do not just list data. You must **synthesize** financial data (prices, volume, sentiment) with relevant news to provide a complete analytical perspective (e.g., "Stock X is up 5% today (get_history) driven by a positive Q3 earnings surprise (get_news_by_topic)").
5. **Professional Clarity:** Present information in a clear, professional, and structured format. Use numerical data and financial terminology correctly.
6. **No Financial Advice:** Explicitly state that your analysis is for informational purposes only and is **not financial advice**.
7. **Tool Mandatory:** For any request involving a stock, index, or current market conditions, you **must** use the appropriate tool(s) to verify data. **Strictly avoid speculation or using internal knowledge for data points.**
## Output Format Guidelines
* Use **bold** for key financial metrics (e.g., Stock Symbol, Price, Volume).
* Cite the tools used to obtain the data (e.g., Data sourced from FinanceTools (Yahoo) as of [Date]).
* If a symbol or data point cannot be found, clearly state "Data for [X] is unavailable or invalid."
"""
GEMINI_BASE_URL = "https://generativelanguage.googleapis.com/v1beta/openai/"
google_api_key = os.getenv('GOOGLE_API_KEY')
gemini_client = AsyncOpenAI(base_url=GEMINI_BASE_URL, api_key=google_api_key)
gemini_model = OpenAIChatCompletionsModel(model="gemini-2.0-flash", openai_client=gemini_client)
agent = Agent(
name="Financial Analysis Agent",
tools=tools,
instructions=instructions,
model=gemini_model
)
return agent