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financial_analyst:
  role: >
    最佳金融分析师    
  goal: >
    用你的财务数据和市场趋势分析给所有客户留下深刻印象    
  backstory: >
    经验最丰富的金融分析师，拥有丰富的股市分析和投资策略经验，为一个非常重要的客户工作。    

research_analyst:
  role: >
    研究分析师    
  goal: >
    成为收集和解读数据的最佳者，并用这些数据令客户惊叹    
  backstory: >
    被称为最佳研究分析师，你擅长筛选新闻、公司公告和市场情绪。现在你正在为一个非常重要的客户工作。    

investment_advisor:
  role: >
    私人投资顾问    
  goal: >
    用全面的股票分析和完整的投资建议给客户留下深刻印象    
  backstory: >
    你是最有经验的投资顾问，结合各种分析见解来制定战略投资建议。现在你正在为一个需要你印象深刻的重要客户工作。    
chinese_translator:
  role: >
    中文翻译员    
  goal: >
    自动识别其他语言类型，并将其他语言翻译成中文，如果已经是中文，则不需要翻译。    
  backstory: >
    你是最有经验的翻译家，特别擅长英文到中文的翻译，也可以做其他语言到中文的翻译， 并且有专业的证券知识。现在你正在为一个跨国的金融证券公司工作 。    

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financial_analysis:
  description: >
    对{company_stock}的股票财务健康状况和市场表现进行全面分析。这包括检查关键财务指标，如市盈率（P/E ratio）、每股收益（EPS）增长、收入趋势和债务权益比率。此外，还需分析该股票与其行业同行及总体市场趋势的比较表现。    

  expected_output: >
    完整报告必须在提供的摘要基础上扩展，包括对股票财务状况的明确评估，其优缺点，以及在当前市场情境中相较于竞争对手的表现。确保使用尽可能最新的数据。    

research:
  description: >
    收集并总结与{company_stock}股票及其行业相关的最新新闻文章、新闻稿和市场分析。特别关注任何重大事件、市场情绪和分析师意见。还包括即将到来的事件，如财报等。    

  expected_output: >
    一份报告，包括最新新闻的综合总结、市场情绪的任何显著变化及其对股票的潜在影响。还请确保返回股票代码为{company_stock}。确保使用尽可能最新的数据。    

filings_analysis:
  description: >
    分析EDGAR上与问题相关的{company_stock}股票的最新10-Q和10-K文件。重点关注管理层讨论与分析、财务报表、内幕交易活动和任何披露的风险等关键部分。提取可能影响股票未来表现的相关数据和见解。    

  expected_output: >
    最终答案必须是扩展报告，重点突出这些文件中的重要发现，包括任何风险信号或积极的指标，以便为您的客户服务。    

recommend:
  description: >
    审查并综合金融分析师和研究分析师提供的分析。结合这些见解，形成综合的投资建议。您必须考虑所有方面，包括财务健康状况、市场情绪和来自EDGAR文件的定性数据。    
  
    确保包括显示内幕交易活动和即将到来的事件，如财报等的部分。

  expected_output: >
    您的最终答案必须是给客户的建议。它应当是一个非常详细的完整报告，提供明确的投资立场和策略，并附有支持性证据。请确保格式美观，以便客户查看。    

translate:
  description: >
    将给定的文本翻译成中文。    

  expected_output: >
    请确保格式美观，以便客户查看。    

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from typing import List
from crewai import Agent, Crew, Process, Task
from crewai.project import CrewBase, agent, crew, task
from langchain_openai import ChatOpenAI

from tools.calculator_tool import CalculatorTool
from tools.sec_tools import SEC10KTool, SEC10QTool

from crewai_tools import WebsiteSearchTool, ScrapeWebsiteTool, TXTSearchTool

from dotenv import load_dotenv
load_dotenv()

from langchain.llms import Ollama
# llm = Ollama(model="qwen2.5:7b")
llm = ChatOpenAI(model='gpt-4o')

@CrewBase
class StockAnalysisCrew:
    agents_config = 'config/agents.yaml'
    tasks_config = 'config/tasks.yaml'
  
    @agent
    def financial_agent(self) -> Agent:
        return Agent(
            config=self.agents_config['financial_analyst'],
            verbose=True,
            llm=llm,
            tools=[
                ScrapeWebsiteTool(),
                WebsiteSearchTool(),
                CalculatorTool(),
                SEC10QTool("BABA"),
                SEC10KTool("BABA"),
            ]
        )
  
    @task
    def financial_analysis(self) -> Task: 
        return Task(
            config=self.tasks_config['financial_analysis'],
            agent=self.financial_agent(),
        )
  

    @agent
    def research_analyst_agent(self) -> Agent:
        return Agent(
            config=self.agents_config['research_analyst'],
            verbose=True,
            llm=llm,
            tools=[
                ScrapeWebsiteTool(),
                # WebsiteSearchTool(), 
                SEC10QTool("BABA"),
                SEC10KTool("BABA"),
            ]
        )
  
    @task
    def research(self) -> Task:
        return Task(
            config=self.tasks_config['research'],
            agent=self.research_analyst_agent(),
        )
  
    @agent
    def financial_analyst_agent(self) -> Agent:
        return Agent(
            config=self.agents_config['financial_analyst'],
            verbose=True,
            llm=llm,
            tools=[
                ScrapeWebsiteTool(),
                WebsiteSearchTool(),
                CalculatorTool(),
                SEC10QTool(),
                SEC10KTool(),
            ]
        )
  
    @task
    def financial_analysis(self) -> Task: 
        return Task(
            config=self.tasks_config['financial_analysis'],
            agent=self.financial_analyst_agent(),
        )
  
    @task
    def filings_analysis(self) -> Task:
        return Task(
            config=self.tasks_config['filings_analysis'],
            agent=self.financial_analyst_agent(),
        )

    @agent
    def investment_advisor_agent(self) -> Agent:
        return Agent(
            config=self.agents_config['investment_advisor'],
            verbose=True,
            llm=llm,
            tools=[
                ScrapeWebsiteTool(),
                WebsiteSearchTool(),
                CalculatorTool(),
            ]
        )

    @task
    def recommend(self) -> Task:
        return Task(
            config=self.tasks_config['recommend'],
            agent=self.investment_advisor_agent(),
        )
  
    @agent
    def translator_agent(self) -> Agent:
        return Agent(
            config=self.agents_config['chinese_translator'],
            verbose=True,
            llm=llm,
            tools=[]
        )

    @task
    def translate(self) -> Task:
        return Task(
            config=self.tasks_config['translate'],
            agent=self.translator_agent(),
        )
  
    @crew
    def crew(self) -> Crew:
        """Creates the Stock Analysis"""
        return Crew(
            agents=self.agents,  
            tasks=self.tasks, 
            process=Process.sequential,
            verbose=True,
        )

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def run():
    inputs = {
        'query': '你想分析的公司是哪家？',
        'company_stock': 'BABA',
    }
    return StockAnalysisCrew().crew().kickoff(inputs=inputs)

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 [2024-10-17 19:05:53][DEBUG]: == Working Agent: 研究分析师

 [2024-10-17 19:05:53][INFO]: == Starting Task: 收集并总结与BABA股票及其行业相关的最新新闻文章、新闻稿和市场分析。特别关注任何重大事件、市场情绪和分析师意见。还包括即将到来的事件，如财报等。



> Entering new CrewAgentExecutor chain...
To collect and summarize the latest news articles, press releases, and market analysis related to Alibaba Group Holding Limited (BABA), I will begin by searching for recent news and updates from credible financial news websites. This will help me gather information on any significant events, market sentiment, and analyst opinions.

Action: Read website content
Action Input: {"website_url": "https://www.cnbc.com/alibaba/"}

----- 省略网页输出

It seems there was an issue accessing the CNBC website for the latest news on Alibaba. I will attempt to gather information from another source to provide the necessary updates on Alibaba (BABA).

Action: Read website content
Action Input: {"website_url": "https://www.reuters.com/companies/9988.HK"} 

----- 省略网页输出

Thought: I have gathered the latest financial data and news from Reuters about Alibaba Group Holding Limited (BABA). This includes stock performance, key financial metrics, company profile, and recent market news. This information will provide a comprehensive overview of Alibaba's current market situation and potential future developments.

Final Answer: Here is the comprehensive report on Alibaba Group Holding Limited (BABA) based on the latest available data:

**Stock Performance:**
- **Latest Trade:** Trading lower at 98.5 HKD, a change of -0.45% as of October 17, 2024.
- **Today's Range:** 97.70 - 102.70 HKD
- **52 Week Range:** 64.60 - 118.70 HKD
- **Market Cap:** 1,894,455 million HKD
- **Forward P/E:** 12.04
- **Dividend Yield:** 0.99%

**Key Financial Metrics:**
- **P/E Excl. Extra Items (TTM):** 26.27
- **Price To Sales (TTM):** 1.83
- **Price To Book (Quarterly):** 1.84
- **Price To Cash Flow (Per Share TTM):** 14.66
- **Total Debt/Total Equity (Quarterly):** 22.17
- **Long Term Debt/Equity (Quarterly):** 18.98
- **Return On Investment (TTM):** 5.78
- **Return On Equity (TTM):** 4.01

**Company Profile:**
Alibaba Group Holding Ltd provides technology infrastructure and marketing platforms. The company operates through seven segments, including China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The company is headquartered in Hangzhou, China.

**Executive Leadership:**
- **Chairman of the Board:** Joseph C. Tsai
- **President, Director, Co-Chairman, Alibaba International Digital Commerce Group:** J. Michael Evans
- **Chief Executive Officer, Director:** Yongming Wu

**Recent Market News:**
- **October 16, 2024:** An exclusive EU AI Act checker reveals Big Tech's compliance pitfalls.
- **October 14, 2024:** LVMH investors are jittery over anaemic China demand for European designer goods.
- **October 8, 2024:** US-listed shares of Chinese firms, including Alibaba, slide as stimulus optimism ebbs.

This report provides a detailed overview of Alibaba's current market position and recent activities, offering insights into its financial health and market sentiment.