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Combined Analysis Crew#

The Combined Analysis crew is similar to the Market Data crew, but it also includes agents that can analyze news articles and the selected SEC filing. The main goal of this crew is to provide a final stock recommendation based on the analysis of all the data sources. The crew is restricted to 5 agents, and token usage on this crew can be quite high as it combines multiple data sources. So it it's suggested to test this crew using a free alternative for LLM model before using a paid LLM.

Illustration of the Combined Analysis crew:

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flowchart LR
    AV["Alpha Vantage"] --> F
    TA["Tiingo"] --> T
    B["Benzinga News"] --> N
    E["EDGAR SEC Filings"] --> MDA
    N["fa:fa-newspaper News Analyst"] --> A["fa:fa-user Stock Advisor"]
    T["fa:fa-chart-line Technical Analyst"] --> A
    F["fa:fa-chart-simple Fundamental Analyst"] --> A
    MDA["fa:fa-comment-dots SEC Analyst - MD&A"] --> A

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    class A lightBlue

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

Agents#

News Analyst#

  • Role: Financial News Analyst
  • Goal: Extract and analyze key information from individual news items to provide a deep understanding of events impacting the company {ticker}.
  • Backstory: You are an experienced financial news analyst with a strong focus on identifying key events and interpreting their implications for a company's financial performance and market standing.

SEC Filing Analyst#

  • Role: SEC Filing Management's Discussion and Analysis Section Analyst
  • Goal: Analyze {ticker}'s {form} SEC filing to extract information from the Management's Discussion and Analysis section.
  • Backstory: You are an expert in analyzing the Management's Discussion and Analysis (MD&A) section of SEC filings. Your deep understanding of this section allows you to extract critical insights about a company's performance, strategic direction, and management's perspective on future risks and opportunities. Your expertise helps stakeholders gain a nuanced understanding of the company's operational and financial outlook.

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 news, information from SEC filing, fundamental market data and technical analysis.
  • Backstory: You are a world class stock picker and provide advice to clients based on a comprehensive analysis of news, SEC filings, fundamental data, and technical indicators.

Tasks#

News Analysis#

  • Description: Analyze the latest news articles related to {ticker} to understand the current market sentiment and potential impact on the stock price. Use the provided tool to analyze the news sentiment, key topics, and the overall market sentiment towards the company. Use the latest news data available to analyze the impact on the stock price.
  • Expected Output: The final answer should be a summary of the market sentiment towards the company based on the latest news articles. Highlight key topics and sentiments that could impact the stock price in the short term.
  • Agent: news_analyst

SEC Filing Analysis#

  • Description: Analyze the {form} SEC filing for the stock ticker {ticker} by using your assigned tool. Focus on the section Management's Discussion and analysis. Extract information about the growth in key market segments, and forward-looking statements from management. Include information about any key products and forward-looking statements from management.
  • Expected Output: The final answer should be a report that includes information about market segments, management discussion, and forward-looking statements from management.
  • Agent: sec_filing_analyst

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 information from SEC Filing and News analysis to provide 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 data, technical data, news information, and SEC filing information that support your recommendation.
  • Agent: stock_advisor