Move financial_metrics out of market_data agent

src/agents/fundamentals.py

@@ -4,12 +4,25 @@
 
 import json
 
+from tools.api import get_financial_metrics
+
 ##### Fundamental Agent #####
 def fundamentals_agent(state: AgentState):
     """Analyzes fundamental data and generates trading signals."""
     show_reasoning = state["metadata"]["show_reasoning"]
     data = state["data"]
-    metrics = data["financial_metrics"][0]
+    end_date = data["end_date"]
+
+    # Get the financial metrics
+    financial_metrics = get_financial_metrics(
+        ticker=data["ticker"], 
+        report_period=end_date, 
+        period='ttm', 
+        limit=1,
+    )
+
+    # Pull the most recent financial metrics
+    metrics = financial_metrics[0]
 
     # Initialize signals list for different fundamental aspects
     signals = []

src/agents/market_data.py

@@ -2,9 +2,8 @@
 from langchain_openai.chat_models import ChatOpenAI
 
 from agents.state import AgentState
-from tools.api import search_line_items, get_financial_metrics, get_insider_trades, get_market_cap, get_prices
+from tools.api import search_line_items, get_insider_trades, get_market_cap
 
-from datetime import datetime
 
 llm = ChatOpenAI(model="gpt-4o")
 
@@ -15,14 +14,6 @@ def market_data_agent(state: AgentState):
     start_date = data["start_date"]
     end_date = data["end_date"]
 
-    # Get the financial metrics
-    financial_metrics = get_financial_metrics(
-        ticker=data["ticker"], 
-        report_period=end_date, 
-        period='ttm', 
-        limit=1,
-    )
-
     # Get the insider trades
     insider_trades = get_insider_trades(
         ticker=data["ticker"], 
@@ -49,7 +40,6 @@ def market_data_agent(state: AgentState):
             **data, 
             "start_date": start_date, 
             "end_date": end_date,
-            "financial_metrics": financial_metrics,
             "insider_trades": insider_trades,
             "market_cap": market_cap,
             "financial_line_items": financial_line_items,

src/agents/valuation.py

@@ -2,16 +2,27 @@
 from agents.state import AgentState, show_agent_reasoning
 import json
 
+from tools.api import get_financial_metrics
+
 def valuation_agent(state: AgentState):
     """Performs detailed valuation analysis using multiple methodologies."""
     show_reasoning = state["metadata"]["show_reasoning"]
     data = state["data"]
-    metrics = data["financial_metrics"][0]
     current_financial_line_item = data["financial_line_items"][0]
     previous_financial_line_item = data["financial_line_items"][1]
     market_cap = data["market_cap"]
+    end_date = data["end_date"]
+
+    # Get the financial metrics
+    financial_metrics = get_financial_metrics(
+        ticker=data["ticker"], 
+        report_period=end_date, 
+        period='ttm', 
+        limit=1,
+    )
 
-    reasoning = {}
+    # Pull the most recent financial metrics
+    metrics = financial_metrics[0]
 
     # Calculate working capital change
     working_capital_change = (current_financial_line_item.get('working_capital') or 0) - (previous_financial_line_item.get('working_capital') or 0)
@@ -48,6 +59,8 @@ def valuation_agent(state: AgentState):
     else:
         signal = 'neutral'
 
+    # Create the reasoning
+    reasoning = {}
     reasoning["dcf_analysis"] = {
         "signal": "bullish" if dcf_gap > 0.15 else "bearish" if dcf_gap < -0.15 else "neutral",
         "details": f"Intrinsic Value: ${dcf_value:,.2f}, Market Cap: ${market_cap:,.2f}, Gap: {dcf_gap:.1%}"