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Modified prompt to show Indian Stocks on .NS ticker #13

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Modified prompt to show Indian Stocks on .NS ticker #13

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0a53f8a
Update Claude_Investor.ipynb
shubhamshnd Mar 26, 2024
8fd4c80
Update Claude_Investor.ipynb
shubhamshnd Mar 26, 2024
ed4874d
Update Claude_Investor.ipynb
shubhamshnd Mar 26, 2024
644a695
Update Claude_Investor.ipynb
shubhamshnd Mar 26, 2024
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Update Claude_Investor.ipynb
shubhamshnd Mar 26, 2024
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246 changes: 198 additions & 48 deletions Claude_Investor.ipynb
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@@ -1,67 +1,177 @@
{
"nbformat": 4,
"nbformat_minor": 0,
"metadata": {
"colab": {
"provenance": [],
"authorship_tag": "ABX9TyPuI82WtCRP7mS26mCp9B+j",
"include_colab_link": true
},
"kernelspec": {
"name": "python3",
"display_name": "Python 3"
},
"language_info": {
"name": "python"
}
},
"cells": [
{
"cell_type": "markdown",
"metadata": {
"id": "view-in-github",
"colab_type": "text"
"colab_type": "text",
"id": "view-in-github"
},
"source": [
"<a href=\"https://colab.research.google.com/github/mshumer/gpt-investor/blob/main/Claude_Investor.ipynb\" target=\"_parent\"><img src=\"https://colab.research.google.com/assets/colab-badge.svg\" alt=\"Open In Colab\"/></a>"
]
},
{
"cell_type": "markdown",
"metadata": {
"id": "gQWLeJCFS6C4"
},
"source": [
"## claude-investor\n",
"By Matt Shumer (https://twitter.com/mattshumer_)\n",
"\n",
"Github repo: https://github.com/mshumer/gpt-investor"
],
"metadata": {
"id": "gQWLeJCFS6C4"
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]
},
{
"cell_type": "code",
"execution_count": null,
"execution_count": 4,
"metadata": {
"id": "rlKQLdG8v23g"
},
"outputs": [],
"outputs": [
{
"name": "stdout",
"output_type": "stream",
"text": [
"Requirement already satisfied: yfinance in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (0.2.37)\n",
"Requirement already satisfied: requests in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (2.31.0)\n",
"Requirement already satisfied: beautifulsoup4 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (4.12.3)\n",
"Requirement already satisfied: nsepy in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (0.8)\n",
"Requirement already satisfied: pandas>=1.3.0 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from yfinance) (2.2.0)\n",
"Requirement already satisfied: numpy>=1.16.5 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from yfinance) (1.26.3)\n",
"Requirement already satisfied: multitasking>=0.0.7 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from yfinance) (0.0.11)\n",
"Requirement already satisfied: lxml>=4.9.1 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from yfinance) (5.1.0)\n",
"Requirement already satisfied: appdirs>=1.4.4 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from yfinance) (1.4.4)\n",
"Requirement already satisfied: pytz>=2022.5 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from yfinance) (2023.3.post1)\n",
"Requirement already satisfied: frozendict>=2.3.4 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from yfinance) (2.4.0)\n",
"Requirement already satisfied: peewee>=3.16.2 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from yfinance) (3.17.1)\n",
"Requirement already satisfied: html5lib>=1.1 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from yfinance) (1.1)\n",
"Requirement already satisfied: charset-normalizer<4,>=2 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from requests) (3.3.2)\n",
"Requirement already satisfied: idna<4,>=2.5 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from requests) (3.6)\n",
"Requirement already satisfied: urllib3<3,>=1.21.1 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from requests) (2.1.0)\n",
"Requirement already satisfied: certifi>=2017.4.17 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from requests) (2023.11.17)\n",
"Requirement already satisfied: soupsieve>1.2 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from beautifulsoup4) (2.5)\n",
"Requirement already satisfied: six in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from nsepy) (1.16.0)\n",
"Requirement already satisfied: click in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from nsepy) (8.1.7)\n",
"Requirement already satisfied: webencodings in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from html5lib>=1.1->yfinance) (0.5.1)\n",
"Requirement already satisfied: python-dateutil>=2.8.2 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from pandas>=1.3.0->yfinance) (2.8.2)\n",
"Requirement already satisfied: tzdata>=2022.7 in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from pandas>=1.3.0->yfinance) (2023.4)\n",
"Requirement already satisfied: colorama in c:\\users\\administrator\\appdata\\local\\programs\\python\\python311\\lib\\site-packages (from click->nsepy) (0.4.6)\n"
]
},
{
"name": "stderr",
"output_type": "stream",
"text": [
"\n",
"[notice] A new release of pip is available: 23.3.2 -> 24.0\n",
"[notice] To update, run: python.exe -m pip install --upgrade pip\n"
]
}
],
"source": [
"!pip install yfinance requests beautifulsoup4"
"!pip install yfinance requests beautifulsoup4 nsepy"
]
},
{
"cell_type": "code",
"source": [
"ANTHROPIC_API_KEY = \"YOUR_API_KEY\" # Replace with your Anthropic API key"
],
"execution_count": 2,
"metadata": {
"id": "50ZEVdt53Xkr"
},
"execution_count": null,
"outputs": []
"outputs": [],
"source": [
"ANTHROPIC_API_KEY = \"\" # Replace with your Anthropic API key"
]
},
{
"cell_type": "code",
"execution_count": 4,
"metadata": {
"id": "tg78Hup6xona"
},
"outputs": [
{
"name": "stdout",
"output_type": "stream",
"text": [
"Status Code: 200\n",
"Response Content: {\"id\":\"msg_01MYx15ovtpF4HndyWYoiX83\",\"type\":\"message\",\"role\":\"assistant\",\"content\":[{\"type\":\"text\",\"text\":\"['TATASTEEL.NS', 'SAIL.NS', 'HINDALCO.NS', 'JINDAL STEEL.NS', 'NMDC.NS']\"}],\"model\":\"claude-3-haiku-20240307\",\"stop_reason\":\"end_turn\",\"stop_sequence\":null,\"usage\":{\"input_tokens\":103,\"output_tokens\":45}}\n",
"\n",
"Ticker Ideas for Metal Industry:\n",
"TATASTEEL.NS, SAIL.NS, HINDALCO.NS, JINDAL STEEL.NS, NMDC.NS\n",
"\n",
"Analyzing TATASTEEL.NS...\n"
]
},
{
"name": "stderr",
"output_type": "stream",
"text": [
"404 Client Error: Not Found for url: https://query2.finance.yahoo.com/v10/finance/quoteSummary/TATASTEEL.NS?modules=recommendationTrend&corsDomain=finance.yahoo.com&formatted=false&symbol=TATASTEEL.NS&crumb=DS0wco8y2%2FQ\n",
"C:\\Users\\Administrator\\AppData\\Local\\Temp\\ipykernel_6132\\2337801615.py:242: FutureWarning: Series.__getitem__ treating keys as positions is deprecated. In a future version, integer keys will always be treated as labels (consistent with DataFrame behavior). To access a value by position, use `ser.iloc[pos]`\n",
" return data['Close'][-1]\n"
]
},
{
"name": "stdout",
"output_type": "stream",
"text": [
"\n",
"Analyzing SAIL.NS...\n"
]
},
{
"name": "stderr",
"output_type": "stream",
"text": [
"C:\\Users\\Administrator\\AppData\\Local\\Temp\\ipykernel_6132\\2337801615.py:242: FutureWarning: Series.__getitem__ treating keys as positions is deprecated. In a future version, integer keys will always be treated as labels (consistent with DataFrame behavior). To access a value by position, use `ser.iloc[pos]`\n",
" return data['Close'][-1]\n"
]
},
{
"name": "stdout",
"output_type": "stream",
"text": [
"\n",
"Analyzing HINDALCO.NS...\n"
]
},
{
"name": "stderr",
"output_type": "stream",
"text": [
"404 Client Error: Not Found for url: https://query2.finance.yahoo.com/v10/finance/quoteSummary/HINDALCO.NS?modules=recommendationTrend&corsDomain=finance.yahoo.com&formatted=false&symbol=HINDALCO.NS&crumb=DS0wco8y2%2FQ\n",
"C:\\Users\\Administrator\\AppData\\Local\\Temp\\ipykernel_6132\\2337801615.py:242: FutureWarning: Series.__getitem__ treating keys as positions is deprecated. In a future version, integer keys will always be treated as labels (consistent with DataFrame behavior). To access a value by position, use `ser.iloc[pos]`\n",
" return data['Close'][-1]\n"
]
},
{
"name": "stdout",
"output_type": "stream",
"text": [
"\n",
"Analyzing JINDAL STEEL.NS...\n"
]
},
{
"name": "stderr",
"output_type": "stream",
"text": [
"JINDAL STEEL.NS: No timezone found, symbol may be delisted\n",
"404 Client Error: Not Found for url: https://query2.finance.yahoo.com/v10/finance/quoteSummary/JINDAL%20STEEL.NS?modules=recommendationTrend&corsDomain=finance.yahoo.com&formatted=false&symbol=JINDAL+STEEL.NS&crumb=DS0wco8y2%2FQ\n",
"404 Client Error: Not Found for url: https://query2.finance.yahoo.com/v10/finance/quoteSummary/JINDAL%20STEEL.NS?modules=financialData%2CquoteType%2CdefaultKeyStatistics%2CassetProfile%2CsummaryDetail&corsDomain=finance.yahoo.com&formatted=false&symbol=JINDAL+STEEL.NS&crumb=DS0wco8y2%2FQ\n"
]
},
{
"name": "stdout",
"output_type": "stream",
"text": [
"\n",
"Analyzing NMDC.NS...\n"
]
}
],
"source": [
"import yfinance as yf\n",
"from datetime import datetime, timedelta\n",
Expand All @@ -81,6 +191,7 @@
" return \"Error retrieving article text.\"\n",
"\n",
"def get_stock_data(ticker, years):\n",
" \n",
" end_date = datetime.now().date()\n",
" start_date = end_date - timedelta(days=years*365)\n",
"\n",
Expand Down Expand Up @@ -258,15 +369,16 @@
"\n",
" return response_text\n",
"\n",
"def generate_ticker_ideas(industry):\n",
" system_prompt = f\"You are a financial analyst assistant. Generate a list of 5 ticker symbols for major companies in the {industry} industry, as a Python-parseable list.\"\n",
"def generate_ticker_ideas(industry, country, stock_exchange):\n",
" # Adjusted prompt to include user-specified country and stock exchange\n",
" system_prompt = f\"You are a financial analyst assistant with knowledge of global markets. Generate a list of 5 ticker symbols for major companies in the {industry} industry within {country}, focusing on companies listed on the {stock_exchange}. Provide the list as a Python-parseable list.\"\n",
"\n",
" messages = [\n",
" {\"role\": \"user\", \"content\": f\"Please provide a list of 5 ticker symbols for major companies in the {industry} industry as a Python-parseable list. Only respond with the list, no other text.\"},\n",
" {\"role\": \"user\", \"content\": f\"Considering the {industry} industry in {country}, particularly on the {stock_exchange}, please provide a list of 5 major company ticker symbols as a Python-parseable list. Restrict your response to this list without additional commentary.\"},\n",
" ]\n",
"\n",
" headers = {\n",
" \"x-api-key\": ANTHROPIC_API_KEY,\n",
" \"x-api-key\": ANTHROPIC_API_KEY,\n",
" \"anthropic-version\": \"2023-06-01\",\n",
" \"content-type\": \"application/json\"\n",
" }\n",
Expand All @@ -277,11 +389,27 @@
" \"system\": system_prompt,\n",
" \"messages\": messages,\n",
" }\n",
" \n",
" # Replace 'requests.post' with your method of sending HTTP requests\n",
" response = requests.post(\"https://api.anthropic.com/v1/messages\", headers=headers, json=data)\n",
" response_text = response.json()['content'][0]['text']\n",
"\n",
" ticker_list = ast.literal_eval(response_text)\n",
" return [ticker.strip() for ticker in ticker_list]\n",
" \n",
" # Logging for clarity and debugging\n",
" print(\"Status Code:\", response.status_code)\n",
" print(\"Response Content:\", response.text)\n",
" \n",
" if response.status_code == 200:\n",
" try:\n",
" response_json = response.json()\n",
" response_text = response_json['content'][0]['text']\n",
" # Assuming the response format is a list of strings representing ticker symbols\n",
" ticker_list = ast.literal_eval(response_text)\n",
" return [ticker.strip() for ticker in ticker_list]\n",
" except (ValueError, KeyError) as e:\n",
" print(f\"Error processing response: {e}\")\n",
" return []\n",
" else:\n",
" print(\"Failed to fetch data. Check the logs for details.\")\n",
" return []\n",
"\n",
"def get_current_price(ticker):\n",
" stock = yf.Ticker(ticker)\n",
Expand Down Expand Up @@ -319,10 +447,12 @@
"\n",
"# User input\n",
"industry = input(\"Enter the industry to analyze: \")\n",
"years = 1 # int(input(\"Enter the number of years for analysis: \"))\n",
"years = int(input(\"Enter the number of years for analysis: \"))\n",
"country = input(\"Enter the country of interest: \")\n",
"stock_exchange = input(\"Enter the stock exchange of interest (e.g., NSE for National Stock Exchange of India): \")\n",
"\n",
"# Generate ticker ideas for the industry\n",
"tickers = generate_ticker_ideas(industry)\n",
"# Now, when you call the generate_ticker_ideas function, you pass these variables as arguments:\n",
"tickers = generate_ticker_ideas(industry, country, stock_exchange)\n",
"print(f\"\\nTicker Ideas for {industry} Industry:\")\n",
"print(\", \".join(tickers))\n",
"\n",
Expand Down Expand Up @@ -352,12 +482,32 @@
"ranking = rank_companies(industry, analyses, prices)\n",
"print(f\"\\nRanking of Companies in the {industry} Industry:\")\n",
"print(ranking)"
],
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"id": "tg78Hup6xona"
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}
],
"metadata": {
"colab": {
"authorship_tag": "ABX9TyPuI82WtCRP7mS26mCp9B+j",
"include_colab_link": true,
"provenance": []
},
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"name": "python3"
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"name": "ipython",
"version": 3
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"execution_count": null,
"outputs": []
"file_extension": ".py",
"mimetype": "text/x-python",
"name": "python",
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