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Market Data Analysis Crew#

The market data crew focus on fundamental and technical analysis of the specified ticker. The data is formatted into a Markdown table and subsequently fed to the LLM agents for interpretation and analysis. The end goal is to produce a summary based on the market data, and argue for a buy, sell, or hold recommendation.

Illustration of the Market Data Analysis crew:

---
config:
  look: classic
  theme: neutral
---
flowchart LR
    AV["Alpha Vantage Data"] --> F["fa:fa-chart-simple Fundamental Analyst"]
    F --> A["fa:fa-user Stock Advisor"]
    TA["Yahoo Finance Price Data"] --> T["fa:fa-chart-line Technical Analyst"]
    T --> A

    classDef beige fill:#F5F5DC,stroke:black
    class AV,TA beige

    classDef lightBlue fill:#ADD8E6,stroke:black
    class A lightBlue

Agents#

Fundamental Analyst#

  • Role: Fundamental Analyst
  • Goal: Analyze {ticker}'s fundamental data to evaluate the company's profitability and growth potential.
  • Backstory: You are an expert in fundamental analysis of stocks and have a strong understanding of key financial metrics such as revenue growth, earnings per share, and net profit margin.

Technical Analyst#

  • Role: Technical Analyst
  • Goal: Analyze {ticker}'s historical price data to identify trends and patterns that can help predict future price movements.
  • Backstory: You are an expert in technical indicators for stock prices, and use them to analyze the trend, momentum and volatility of stocks.

Stock Advisor#

  • Role: Stock Advisor
  • Goal: Provide investment recommendations to whether buy, sell, or hold {ticker} based on fundamental and technical analysis.
  • Backstory: You are a world class stock picker and provide advice to clients based on fundamental and technical analysis.

Tasks#

Fundamental Analysis#

  • Description: Analyze {ticker}'s fundamental data to evaluate the company's profitability and growth potential. Use the provided tool to analyze total revenue, net income, earnings per share, net profit margin, and possibly other key financial metrics. Use available Trailing Twelve Months (TTM) data in your analysis if necessary.
  • Expected Output: The final answer should be a summary of the company's financial health and growth prospects based on the data available.
  • Agent: fundamental_analyst

Technical Analysis#

  • Description: Analyze {ticker}'s historical price data to predict future price movements. Use the provided tool to analyze price trends, momentum, and volatility. For momentum use the RSI indicator, and for volatility use the Bollinger Bands percentage indicator. Use the available historical price data in the tool to analyze the stock's price movements.
  • Expected Output: The final answer should be a summary of the company's price trends and potential future price movements based on the data available.
  • Agent: technical_analyst

Stock Advisor Task#

  • Description: Analyze {ticker}'s fundamental and technical data to provide a recommendation on whether to buy, sell, or hold the stock. Use the provided input to analyze both fundamental and technical data for a comprehensive view of the stock's investment potential.
  • Expected Output: The final answer should be a recommendation (buy, sell, or hold) based on the analysis of the company's profitability, historical fundamental data and technical indicators. The recommendation should be supported by the data available, and should be clear and concise. Highlight the latest fundamental and technical data that support your recommendation.
  • Agent: stock_advisor