Real-Time Stock Portfolio Analysis Agent

from crewai.flow.flow import Flow, start, listen
from ag_ui.core.events import StateDeltaEvent, EventType
import yfinance as yf

class StockAnalysisFlow(Flow):
    @start()
    def start(self):
        # Initialize with portfolio context
        self.state['messages'][0].content = system_prompt.replace(
            "{PORTFOLIO_DATA}", json.dumps(self.state["portfolio"])
        )
        return self.state
    
    @listen("start")
    async def chat(self):
        # Extract investment parameters using LLM
        response = model.chat.completions.create(
            model="gpt-4o-mini",
            messages=self.state['messages'],
            tools=[extract_relevant_data_tool]
        )
        return "simulation"  # Next step
    
    @listen("chat")
    async def simulation(self):
        # Fetch stock data and calculate returns
        data = yf.download(tickers, start=date, interval="3mo")
        self.be_stock_data = data["Close"]
        return "allocation"