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{
"cells": [
{
"cell_type": "markdown",
"metadata": {},
"source": [
"# FinGPT-Forecaster Re-implemented with FinRobot"
]
},
{
"cell_type": "markdown",
"metadata": {},
"source": [
"In this demo, we set up an agent to emulate the behavior of model in the fingpt-forecaster project with AutoGen, which takes a company's ticker symbol, recent basic financials and market news as input and predict its stock movements.\n",
"\n",
"For detail of the original project, check out [FinGPT-Forecaster](https://github.com/AI4Finance-Foundation/FinGPT/tree/master/fingpt/FinGPT_Forecaster)! 🔥[Demo](https://huggingface.co/spaces/FinGPT/FinGPT-Forecaster), [Medium Blog](https://medium.datadriveninvestor.com/introducing-fingpt-forecaster-the-future-of-robo-advisory-services-50add34e3d3c) & [Model](https://huggingface.co/FinGPT/fingpt-forecaster_dow30_llama2-7b_lora) on Huggingface🤗!"
]
},
{
"cell_type": "code",
"execution_count": 1,
"metadata": {},
"outputs": [],
"source": [
"import autogen\n",
"from autogen.cache import Cache\n",
"\n",
"from finrobot.utils import get_current_date, register_keys_from_json\n",
"from finrobot.data_source import FinnHubUtils, YFinanceUtils"
]
},
{
"cell_type": "markdown",
"metadata": {},
"source": [
"After importing all the necessary packages and functions, we first instantiate a market analysis assistant and a user proxy using the agent classes defined by AutoGen. We also need the config for OpenAI & Finnhub here. \n",
"- for openai configuration, rename OAI_CONFIG_LIST_sample to OAI_CONFIG_LIST and replace the api keys\n",
"- for finnhub configuration, rename config_api_keys_sample to config_api_keys and replace the api keys"
]
},
{
"cell_type": "code",
"execution_count": 2,
"metadata": {},
"outputs": [],
"source": [
"# Read OpenAI API keys from a JSON file\n",
"config_list = autogen.config_list_from_json(\n",
" \"../OAI_CONFIG_LIST\",\n",
" filter_dict={\"model\": [\"gpt-4-0125-preview\"]},\n",
")\n",
"llm_config = {\"config_list\": config_list, \"timeout\": 120, \"temperature\": 0}\n",
"\n",
"# Register FINNHUB API keys\n",
"register_keys_from_json(\"../config_api_keys\")"
]
},
{
"cell_type": "code",
"execution_count": 3,
"metadata": {},
"outputs": [],
"source": [
"analyst = autogen.AssistantAgent(\n",
" name=\"Market_Analyst\",\n",
" system_message=\"As a Market Analyst, one must possess strong analytical and problem-solving abilities, collect necessary financial information and aggregate them based on client's requirement.\"\n",
" \"For coding tasks, only use the functions you have been provided with. Reply TERMINATE when the task is done.\",\n",
" llm_config=llm_config,\n",
")\n",
"\n",
"user_proxy = autogen.UserProxyAgent(\n",
" name=\"User_Proxy\",\n",
" is_termination_msg=lambda x: x.get(\"content\", \"\") and x.get(\n",
" \"content\", \"\").endswith(\"TERMINATE\"),\n",
" human_input_mode=\"NEVER\",\n",
" max_consecutive_auto_reply=10,\n",
" code_execution_config={\n",
" \"work_dir\": \"coding\",\n",
" \"use_docker\": False,\n",
" }, # Please set use_docker=True if docker is available to run the generated code. Using docker is safer than running the generated code directly.\n",
")"
]
},
{
"cell_type": "markdown",
"metadata": {},
"source": [
"Then we register our predefined functions with the userproxy.\n",
"\n",
"Following our implementation with the fingpt-forecaster, we combined news/financials calls to the Finnhub API and stock data calls to the YFinance API."
]
},
{
"cell_type": "code",
"execution_count": 4,
"metadata": {},
"outputs": [],
"source": [
"from finrobot.toolkits import register_toolkits\n",
"\n",
"tools = [\n",
" {\n",
" \"function\": FinnHubUtils.get_company_profile,\n",
" \"name\": \"get_company_profile\",\n",
" \"description\": \"get a company's profile information\"\n",
" },\n",
" {\n",
" \"function\": FinnHubUtils.get_company_news,\n",
" \"name\": \"get_company_news\",\n",
" \"description\": \"retrieve market news related to designated company\"\n",
" },\n",
" {\n",
" \"function\": FinnHubUtils.get_basic_financials,\n",
" \"name\": \"get_financial_basics\",\n",
" \"description\": \"get latest financial basics for a designated company\"\n",
" },\n",
" {\n",
" \"function\": YFinanceUtils.get_stock_data,\n",
" \"name\": \"get_stock_data\",\n",
" \"description\": \"retrieve stock price data for designated ticker symbol\"\n",
" }\n",
"]\n",
"register_toolkits(tools, analyst, user_proxy)"
]
},
{
"cell_type": "markdown",
"metadata": {},
"source": [
"Start the conversation, asking the agent to call all the functions, and see how it aggregates all the information and leads to the conclusion."
]
},
{
"cell_type": "code",
"execution_count": 5,
"metadata": {},
"outputs": [
{
"name": "stdout",
"output_type": "stream",
"text": [
"\u001b[33mUser_Proxy\u001b[0m (to Market_Analyst):\n",
"\n",
"Use all the tools provided to retrieve information available for APPLE upon 2024-04-11. Analyze the positive developments and potential concerns of APPLE with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. Then make a rough prediction (e.g. up/down by 2-3%) of the APPLE stock price movement for next week. Provide a summary analysis to support your prediction.\n",
"\n",
"--------------------------------------------------------------------------------\n",
"\u001b[33mMarket_Analyst\u001b[0m (to User_Proxy):\n",
"\n",
"\u001b[32m***** Suggested tool call (call_74K9pDrP0tgi2Su0GD4e0t1E): get_company_profile *****\u001b[0m\n",
"Arguments: \n",
"{\"symbol\": \"AAPL\"}\n",
"\u001b[32m************************************************************************************\u001b[0m\n",
"\u001b[32m***** Suggested tool call (call_BKKuzs9lNxWpwBNMkIOtTm8z): get_company_news *****\u001b[0m\n",
"Arguments: \n",
"{\"symbol\": \"AAPL\", \"start_date\": \"2024-04-04\", \"end_date\": \"2024-04-11\"}\n",
"\u001b[32m*********************************************************************************\u001b[0m\n",
"\u001b[32m***** Suggested tool call (call_mQTuLkVVcabsqBeOFkSQ83Oe): get_financial_basics *****\u001b[0m\n",
"Arguments: \n",
"{\"symbol\": \"AAPL\"}\n",
"\u001b[32m*************************************************************************************\u001b[0m\n",
"\u001b[32m***** Suggested tool call (call_KMaKxoAo0XalrinyToyj8Tss): get_stock_data *****\u001b[0m\n",
"Arguments: \n",
"{\"symbol\": \"AAPL\", \"start_date\": \"2024-03-11\", \"end_date\": \"2024-04-11\"}\n",
"\u001b[32m*******************************************************************************\u001b[0m\n",
"\n",
"--------------------------------------------------------------------------------\n",
"\u001b[35m\n",
">>>>>>>> EXECUTING FUNCTION get_company_profile...\u001b[0m\n",
"Finnhub client initialized\n",
"\u001b[35m\n",
">>>>>>>> EXECUTING FUNCTION get_company_news...\u001b[0m\n",
"Finnhub client initialized\n",
"\u001b[35m\n",
">>>>>>>> EXECUTING FUNCTION get_financial_basics...\u001b[0m\n",
"Finnhub client initialized\n",
"\u001b[35m\n",
">>>>>>>> EXECUTING FUNCTION get_stock_data...\u001b[0m\n"
]
},
{
"name": "stderr",
"output_type": "stream",
"text": [
"[*********************100%%**********************] 1 of 1 completed"
]
},
{
"name": "stdout",
"output_type": "stream",
"text": [
"\u001b[33mUser_Proxy\u001b[0m (to Market_Analyst):\n",
"\n",
"\u001b[33mUser_Proxy\u001b[0m (to Market_Analyst):\n",
"\n",
"\u001b[32m***** Response from calling tool (call_74K9pDrP0tgi2Su0GD4e0t1E) *****\u001b[0m\n",
"[Company Introduction]:\n",
"\n",
"Apple Inc is a leading entity in the Technology sector. Incorporated and publicly traded since 1980-12-12, the company has established its reputation as one of the key players in the market. As of today, Apple Inc has a market capitalization of 2590838.74 in USD, with 15441.88 shares outstanding.\n",
"\n",
"Apple Inc operates primarily in the US, trading under the ticker AAPL on the NASDAQ NMS - GLOBAL MARKET. As a dominant force in the Technology space, the company continues to innovate and drive progress within the industry.\n",
"\u001b[32m**********************************************************************\u001b[0m\n",
"\n",
"--------------------------------------------------------------------------------\n",
"\u001b[33mUser_Proxy\u001b[0m (to Market_Analyst):\n",
"\n",
"\u001b[32m***** Response from calling tool (call_BKKuzs9lNxWpwBNMkIOtTm8z) *****\u001b[0m\n",
" date headline summary\n",
"0 20240405122000 Europe is More Eager than U.S. to Cut Rates: This Could Hurt U.S. Multinationals Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.\n",
"1 20240405122700 Europe Is More Eager Than the U.S. to Cut Rates: This Threatens U.S. Multinationals Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.\n",
"2 20240405165700 Apple Layoffs 2024: What to Know About the Latest AAPL Job Cuts Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.\n",
"3 20240405175913 Apple: Antitrust Case Could Prove Positive For Investors Apple is a world-class investor with one of the strongest brands whose stock is temporarily under pressure. Find out if now is a good time to buy AAPL stock.\n",
"4 20240405214500 1 Wall Street Analyst Thinks This Magnificent Seven Stock Is Going to $220. Is It a buy Around $169? The pundit feels that the company is doing a solid job of boosting its services revenue.\n",
"5 20240408193000 Microchip Technology expands TSMC partnership to strengthen supply chain Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.\n",
"6 20240409090200 Apple changes strategy to allow retro game emulators on App Store Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.\n",
"7 20240409150200 Analysts Offer Insights on Technology Companies: AmpliTech Group (AMPG) and Apple (AAPL) Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.\n",
"8 20240409181500 1 Unstoppable Growth Stock to Buy With $1,000 Right Now This tech giant has more room to run.\n",
"9 20240410174500 Technology’s profits are “skewed to the downside” - Goldman Sachs Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.\n",
"\u001b[32m**********************************************************************\u001b[0m\n",
"\n",
"--------------------------------------------------------------------------------\n",
"\u001b[33mUser_Proxy\u001b[0m (to Market_Analyst):\n",
"\n",
"\u001b[32m***** Response from calling tool (call_mQTuLkVVcabsqBeOFkSQ83Oe) *****\u001b[0m\n",
"{\n",
" \"10DayAverageTradingVolume\": 17.57643,\n",
" \"13WeekPriceReturnDaily\": -9.5818,\n",
" \"26WeekPriceReturnDaily\": -3.3859,\n",
" \"3MonthADReturnStd\": 19.35961,\n",
" \"3MonthAverageTradingVolume\": 18.83497,\n",
" \"52WeekHigh\": 199.615,\n",
" \"52WeekHighDate\": \"2023-12-14\",\n",
" \"52WeekLow\": 159.78,\n",
" \"52WeekLowDate\": \"2023-04-12\",\n",
" \"52WeekPriceReturnDaily\": 4.3408,\n",
" \"5DayPriceReturnDaily\": -0.616,\n",
" \"assetTurnoverAnnual\": 1.0871,\n",
" \"assetTurnoverTTM\": 1.1234,\n",
" \"beta\": 1.1331,\n",
" \"bookValuePerShareAnnual\": 3.9965,\n",
" \"bookValuePerShareQuarterly\": 4.7929,\n",
" \"bookValueShareGrowth5Y\": -6.64,\n",
" \"capexCagr5Y\": -3.82,\n",
" \"cashFlowPerShareAnnual\": 6.4041,\n",
" \"cashFlowPerShareQuarterly\": 6.9125,\n",
" \"cashFlowPerShareTTM\": 6.86253,\n",
" \"cashPerSharePerShareAnnual\": 3.9585,\n",
" \"cashPerSharePerShareQuarterly\": 4.7283,\n",
" \"currentDividendYieldTTM\": 0.5819,\n",
" \"currentEv/freeCashFlowAnnual\": 26.7046,\n",
" \"currentEv/freeCashFlowTTM\": 24.8842,\n",
" \"currentRatioAnnual\": 0.988,\n",
" \"currentRatioQuarterly\": 1.0725,\n",
" \"dividendGrowthRate5Y\": 6.58,\n",
" \"dividendPerShareAnnual\": 0.9542,\n",
" \"dividendPerShareTTM\": 0.9636,\n",
" \"dividendYieldIndicatedAnnual\": 0.56580424,\n",
" \"ebitdPerShareAnnual\": 7.9326,\n",
" \"ebitdPerShareTTM\": 8.2668,\n",
" \"ebitdaCagr5Y\": 9.04,\n",
" \"ebitdaInterimCagr5Y\": 9.94,\n",
" \"enterpriseValue\": 2659354,\n",
" \"epsAnnual\": 6.1339,\n",
" \"epsBasicExclExtraItemsAnnual\": 6.1339,\n",
" \"epsBasicExclExtraItemsTTM\": 6.427099999999999,\n",
" \"epsExclExtraItemsAnnual\": 6.1339,\n",
" \"epsExclExtraItemsTTM\": 6.427099999999999,\n",
" \"epsGrowth3Y\": 23.26,\n",
" \"epsGrowth5Y\": 15.56,\n",
" \"epsGrowthQuarterlyYoy\": 15.82,\n",
" \"epsGrowthTTMYoy\": 9.2,\n",
" \"epsInclExtraItemsAnnual\": 6.1339,\n",
" \"epsInclExtraItemsTTM\": 6.427099999999999,\n",
" \"epsNormalizedAnnual\": 6.1339,\n",
" \"epsTTM\": 6.427099999999999,\n",
" \"focfCagr5Y\": 9.2,\n",
" \"grossMargin5Y\": 41.05,\n",
" \"grossMarginAnnual\": 44.13,\n",
" \"grossMarginTTM\": 45.87,\n",
" \"inventoryTurnoverAnnual\": 37.9777,\n",
" \"inventoryTurnoverTTM\": 31.8108,\n",
" \"longTermDebt/equityAnnual\": 1.5332,\n",
" \"longTermDebt/equityQuarterly\": 1.2832,\n",
" \"marketCapitalization\": 2592074,\n",
" \"monthToDatePriceReturnDaily\": -2.1577,\n",
" \"netIncomeEmployeeAnnual\": 0.6025,\n",
" \"netIncomeEmployeeTTM\": 0.6268,\n",
" \"netInterestCoverageAnnual\": 622.5082,\n",
" \"netInterestCoverageTTM\": 622.5082,\n",
" \"netMarginGrowth5Y\": 2.46,\n",
" \"netProfitMargin5Y\": 23.73,\n",
" \"netProfitMarginAnnual\": 25.31,\n",
" \"netProfitMarginTTM\": 28.36,\n",
" \"operatingMargin5Y\": 27.72,\n",
" \"operatingMarginAnnual\": 29.82,\n",
" \"operatingMarginTTM\": 33.76,\n",
" \"payoutRatioAnnual\": 15.49,\n",
" \"payoutRatioTTM\": 0.1495,\n",
" \"pbAnnual\": 43.4754,\n",
" \"pbQuarterly\": 40.4099,\n",
" \"pcfShareAnnual\": 23.4486,\n",
" \"pcfShareTTM\": 22.2624,\n",
" \"peAnnual\": 26.7238,\n",
" \"peBasicExclExtraTTM\": 25.6862,\n",
" \"peExclExtraAnnual\": 30.96975,\n",
" \"peExclExtraTTM\": 25.6862,\n",
" \"peInclExtraTTM\": 25.6862,\n",
" \"peNormalizedAnnual\": 26.7238,\n",
" \"peTTM\": 29.6728,\n",
" \"pfcfShareAnnual\": 26.029,\n",
" \"pfcfShareTTM\": 24.2547,\n",
" \"pretaxMargin5Y\": 27.89,\n",
" \"pretaxMarginAnnual\": 29.67,\n",
" \"pretaxMarginTTM\": 33.72,\n",
" \"priceRelativeToS&P50013Week\": -17.9088,\n",
" \"priceRelativeToS&P50026Week\": -24.4522,\n",
" \"priceRelativeToS&P5004Week\": -1.5991,\n",
" \"priceRelativeToS&P50052Week\": -21.14,\n",
" \"priceRelativeToS&P500Ytd\": -21.0203,\n",
" \"psAnnual\": 6.7628,\n",
" \"psTTM\": 7.7634,\n",
" \"ptbvAnnual\": 4.8643,\n",
" \"ptbvQuarterly\": 6.4066,\n",
" \"quickRatioAnnual\": 0.9444,\n",
" \"quickRatioQuarterly\": 1.0239,\n",
" \"receivablesTurnoverAnnual\": 13.2873,\n",
" \"receivablesTurnoverTTM\": 16.4319,\n",
" \"revenueEmployeeAnnual\": 2.3807,\n",
" \"revenueEmployeeTTM\": 2.3957,\n",
" \"revenueGrowth3Y\": 11.77,\n",
" \"revenueGrowth5Y\": 7.61,\n",
" \"revenueGrowthQuarterlyYoy\": 2.07,\n",
" \"revenueGrowthTTMYoy\": -0.47,\n",
" \"revenuePerShareAnnual\": 24.2386,\n",
" \"revenuePerShareTTM\": 24.7618,\n",
" \"revenueShareGrowth5Y\": 12.79,\n",
" \"roa5Y\": 23.36,\n",
" \"roaRfy\": 27.51,\n",
" \"roaTTM\": 0.2939,\n",
" \"roe5Y\": 130.41,\n",
" \"roeRfy\": 156.07999999999998,\n",
" \"roeTTM\": 1.5604,\n",
" \"roi5Y\": 44.8,\n",
" \"roiAnnual\": 55.66,\n",
" \"roiTTM\": 57.940000000000005,\n",
" \"tangibleBookValuePerShareAnnual\": 5.8582,\n",
" \"tangibleBookValuePerShareQuarterly\": 6.7915,\n",
" \"tbvCagr5Y\": 11.34,\n",
" \"totalDebt/totalEquityAnnual\": 1.804,\n",
" \"totalDebt/totalEquityQuarterly\": 1.458,\n",
" \"yearToDatePriceReturnDaily\": -12.8551,\n",
" \"bookValue\": 74100,\n",
" \"cashRatio\": 0.30424040664910096,\n",
" \"currentRatio\": 1.0725,\n",
" \"ebitPerShare\": 2.5919,\n",
" \"eps\": 2.1774,\n",
" \"ev\": 3061651.2,\n",
" \"fcfMargin\": 0.3136,\n",
" \"fcfPerShareTTM\": 6.9125,\n",
" \"grossMargin\": 0.4587,\n",
" \"longtermDebtTotalAsset\": 0.269,\n",
" \"longtermDebtTotalCapital\": 0.5221,\n",
" \"longtermDebtTotalEquity\": 1.2832,\n",
" \"netDebtToTotalCapital\": 0.3694,\n",
" \"netDebtToTotalEquity\": 0.908,\n",
" \"netMargin\": 0.2836,\n",
" \"operatingMargin\": 0.3376,\n",
" \"pb\": 40.4099,\n",
" \"pfcfTTM\": 28.0191,\n",
" \"pretaxMargin\": 0.3372,\n",
" \"ptbv\": 6.4066,\n",
" \"quickRatio\": 1.0239,\n",
" \"roicTTM\": 0.5794,\n",
" \"rotcTTM\": 0.6813,\n",
" \"salesPerShare\": 7.6766,\n",
" \"sgaToSale\": 0.5413,\n",
" \"tangibleBookValue\": 138050,\n",
" \"totalDebtToEquity\": 1.458,\n",
" \"totalDebtToTotalAsset\": 0.3056,\n",
" \"totalDebtToTotalCapital\": 0.5932,\n",
" \"totalRatio\": 1.2652\n",
"}\n",
"\u001b[32m**********************************************************************\u001b[0m\n",
"\n",
"--------------------------------------------------------------------------------\n",
"\u001b[33mUser_Proxy\u001b[0m (to Market_Analyst):\n",
"\n",
"\u001b[32m***** Response from calling tool (call_KMaKxoAo0XalrinyToyj8Tss) *****\u001b[0m\n",
" Open High Low Close Adj Close Volume\n",
"Date \n",
"2024-03-11 172.940002 174.380005 172.050003 172.750000 172.750000 60139500\n",
"2024-03-12 173.149994 174.029999 171.009995 173.229996 173.229996 59825400\n",
"2024-03-13 172.770004 173.190002 170.759995 171.130005 171.130005 52488700\n",
"2024-03-14 172.910004 174.309998 172.050003 173.000000 173.000000 72913500\n",
"2024-03-15 171.169998 172.619995 170.289993 172.619995 172.619995 121664700\n",
"2024-03-18 175.570007 177.710007 173.520004 173.720001 173.720001 75604200\n",
"2024-03-19 174.339996 176.610001 173.029999 176.080002 176.080002 55215200\n",
"2024-03-20 175.720001 178.669998 175.089996 178.669998 178.669998 53423100\n",
"2024-03-21 177.050003 177.490005 170.839996 171.369995 171.369995 106181300\n",
"2024-03-22 171.759995 173.050003 170.059998 172.279999 172.279999 71106600\n",
"2024-03-25 170.570007 171.940002 169.449997 170.850006 170.850006 54288300\n",
"2024-03-26 170.000000 171.419998 169.580002 169.710007 169.710007 57388400\n",
"2024-03-27 170.410004 173.600006 170.110001 173.309998 173.309998 60273300\n",
"2024-03-28 171.750000 172.229996 170.509995 171.479996 171.479996 65672700\n",
"2024-04-01 171.190002 171.250000 169.479996 170.029999 170.029999 46240500\n",
"2024-04-02 169.080002 169.339996 168.229996 168.839996 168.839996 49329500\n",
"2024-04-03 168.789993 170.679993 168.580002 169.649994 169.649994 47691700\n",
"2024-04-04 170.289993 171.919998 168.820007 168.820007 168.820007 53704400\n",
"2024-04-05 169.589996 170.389999 168.949997 169.580002 169.580002 42055200\n",
"2024-04-08 169.029999 169.199997 168.240005 168.449997 168.449997 37425500\n",
"2024-04-09 168.699997 170.080002 168.350006 169.669998 169.669998 42451200\n",
"2024-04-10 168.800003 169.089996 167.110001 167.779999 167.779999 49587200\n",
"\u001b[32m**********************************************************************\u001b[0m\n",
"\n",
"--------------------------------------------------------------------------------\n"
]
},
{
"name": "stderr",
"output_type": "stream",
"text": [
"\n"
]
},
{
"name": "stdout",
"output_type": "stream",
"text": [
"\u001b[33mMarket_Analyst\u001b[0m (to User_Proxy):\n",
"\n",
"### Positive Developments for Apple\n",
"\n",
"1. **Expansion of Services Revenue**: A Wall Street analyst highlighted Apple's effective strategy in boosting its services revenue, indicating a solid performance in diversifying income sources beyond hardware sales. This is a positive sign for Apple's long-term growth prospects, as it shows the company's ability to innovate and expand in high-margin areas.\n",
"\n",
"2. **Strategic Changes in App Store Policy**: Apple's decision to allow retro game emulators on the App Store represents a strategic shift that could open up new revenue streams and enhance user engagement. This move could attract a niche but passionate segment of gamers, potentially increasing app sales and subscriptions.\n",
"\n",
"### Potential Concerns for Apple\n",
"\n",
"1. **Job Cuts**: The news about Apple layoffs in 2024 raises concerns about the company's operational efficiency and future growth prospects. Layoffs could indicate underlying issues such as cost pressures or a need to streamline operations in response to changing market dynamics.\n",
"\n",
"2. **Antitrust Case**: While the antitrust case against Apple could potentially prove positive for investors, as suggested by some analysts, it also poses a significant risk. Legal challenges can lead to uncertainties, potential financial penalties, and could force changes in Apple's business practices, impacting its profitability and market position.\n",
"\n",
"### Stock Price Movement Prediction for Next Week\n",
"\n",
"Given the mixed developments, with positive aspects like revenue diversification and strategic policy changes, against concerns such as layoffs and legal challenges, the prediction for Apple's stock price movement next week is cautiously optimistic. The company's strong brand and ability to innovate could outweigh the negatives in the short term.\n",
"\n",
"**Prediction**: Apple's stock price might see a slight uptick, potentially **up by 1-2%** over the next week. This prediction is supported by the company's solid job in boosting its services revenue and strategic adjustments, which could instill investor confidence despite the potential concerns.\n",
"\n",
"### Summary Analysis\n",
"\n",
"Apple's recent developments present a mixed bag of opportunities and challenges. The company's efforts to diversify its revenue streams and adapt to market demands are commendable and indicative of its robust strategic planning. However, operational challenges such as layoffs and ongoing legal battles could dampen investor sentiment. Considering the company's historical resilience and strategic moves to bolster revenue, a slight positive movement in stock price is anticipated. Nonetheless, investors should keep an eye on how Apple navigates its challenges, as these could influence its financial performance and stock valuation in the longer term.\n",
"\n",
"--------------------------------------------------------------------------------\n",
"\u001b[33mUser_Proxy\u001b[0m (to Market_Analyst):\n",
"\n",
"\n",
"\n",
"--------------------------------------------------------------------------------\n",
"\u001b[33mMarket_Analyst\u001b[0m (to User_Proxy):\n",
"\n",
"TERMINATE\n",
"\n",
"--------------------------------------------------------------------------------\n"
]
}
],
"source": [
"# company = \"Tesla\"\n",
"company = \"APPLE\"\n",
"\n",
"with Cache.disk() as cache:\n",
" # start the conversation\n",
" user_proxy.initiate_chat(\n",
" analyst,\n",
" message=f\"Use all the tools provided to retrieve information available for {company} upon {get_current_date()}. Analyze the positive developments and potential concerns of {company} \"\n",
" \"with 2-4 most important factors respectively and keep them concise. Most factors should be inferred from company related news. \"\n",
" f\"Then make a rough prediction (e.g. up/down by 2-3%) of the {company} stock price movement for next week. Provide a summary analysis to support your prediction.\",\n",
" cache=cache,\n",
" )"
]
}
],
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|