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import requests
from bs4 import BeautifulSoup
import yfinance as yf
import pandas as pd
from datetime import datetime, timedelta
import logging
from concurrent.futures import ThreadPoolExecutor, as_completed
from langchain_google_genai import ChatGoogleGenerativeAI
from config import Config
import numpy as np
from typing import Optional, Tuple, List, Dict
from rag import get_answer
# Set up logging
logging.basicConfig(level=logging.DEBUG,
format='%(asctime)s - %(name)s - %(levelname)s - %(message)s',
handlers=[logging.FileHandler("app.log"),
logging.StreamHandler()])
logger = logging.getLogger(__name__)
# Initialize the Gemini model
llm = ChatGoogleGenerativeAI(api_key=Config.GEMINI_API_KEY, model="gemini-1.5-flash-latest", temperature=0.5)
# Configuration for Google Custom Search API
GOOGLE_API_KEY = Config.GOOGLE_API_KEY
SEARCH_ENGINE_ID = Config.SEARCH_ENGINE_ID
def fetch_google_snippet(query: str) -> Optional[str]:
try:
search_url = f"https://www.google.com/search?q={query}"
headers = {
"User-Agent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/58.0.3029.110 Safari/537.36"
}
response = requests.get(search_url, headers=headers)
soup = BeautifulSoup(response.text, 'html.parser')
snippet_classes = [
'BNeawe iBp4i AP7Wnd',
'BNeawe s3v9rd AP7Wnd',
'BVG0Nb',
'kno-rdesc'
]
for cls in snippet_classes:
snippet = soup.find('div', class_=cls)
if snippet:
return snippet.get_text()
return "Snippet not found."
except Exception as e:
logger.error(f"Error fetching Google snippet: {e}")
return None
class DataSummarizer:
def __init__(self):
pass
def google_search(self, query: str) -> Optional[Dict]:
try:
url = "https://www.googleapis.com/customsearch/v1"
params = {
'key': GOOGLE_API_KEY,
'cx': SEARCH_ENGINE_ID,
'q': query
}
response = requests.get(url, params=params)
response.raise_for_status()
return response.json()
except Exception as e:
logger.error(f"Error during Google Search API request: {e}")
return None
def extract_content_from_item(self, item: Dict) -> Optional[str]:
try:
snippet = item.get('snippet', '')
title = item.get('title', '')
return f"{title}\n{snippet}"
except Exception as e:
logger.error(f"Error extracting content from item: {e}")
return None
def calculate_moving_average(self, df: pd.DataFrame, window: int = 20) -> Optional[pd.Series]:
try:
return df['close'].rolling(window=window).mean()
except Exception as e:
logger.error(f"Error calculating moving average: {e}")
return None
def calculate_rsi(self, df: pd.DataFrame, window: int = 14) -> Optional[pd.Series]:
try:
delta = df['close'].diff()
gain = delta.where(delta > 0, 0).rolling(window=window).mean()
loss = -delta.where(delta < 0, 0).rolling(window=window).mean()
rs = gain / loss
return 100 - (100 / (1 + rs))
except Exception as e:
logger.error(f"Error calculating RSI: {e}")
return None
def calculate_ema(self, df: pd.DataFrame, window: int = 20) -> Optional[pd.Series]:
try:
return df['close'].ewm(span=window, adjust=False).mean()
except Exception as e:
logger.error(f"Error calculating EMA: {e}")
return None
def calculate_bollinger_bands(self, df: pd.DataFrame, window: int = 20) -> Optional[pd.DataFrame]:
try:
ma = df['close'].rolling(window=window).mean()
std = df['close'].rolling(window=window).std()
upper_band = ma + (std * 2)
lower_band = ma - (std * 2)
return pd.DataFrame({'MA': ma, 'Upper Band': upper_band, 'Lower Band': lower_band})
except Exception as e:
logger.error(f"Error calculating Bollinger Bands: {e}")
return None
def calculate_macd(self, df: pd.DataFrame, short_window: int = 12, long_window: int = 26, signal_window: int = 9) -> \
Optional[pd.DataFrame]:
try:
short_ema = df['close'].ewm(span=short_window, adjust=False).mean()
long_ema = df['close'].ewm(span=long_window, adjust=False).mean()
macd = short_ema - long_ema
signal = macd.ewm(span=signal_window, adjust=False).mean()
return pd.DataFrame({'MACD': macd, 'Signal Line': signal})
except Exception as e:
logger.error(f"Error calculating MACD: {e}")
return None
def calculate_volatility(self, df: pd.DataFrame, window: int = 20) -> Optional[pd.Series]:
try:
log_returns = np.log(df['close'] / df['close'].shift(1))
return log_returns.rolling(window=window).std() * np.sqrt(window)
except Exception as e:
logger.error(f"Error calculating volatility: {e}")
return None
def calculate_atr(self, df: pd.DataFrame, window: int = 14) -> Optional[pd.Series]:
try:
high_low = df['high'] - df['low']
high_close = np.abs(df['high'] - df['close'].shift())
low_close = np.abs(df['low'] - df['close'].shift())
true_range = pd.concat([high_low, high_close, low_close], axis=1).max(axis=1)
return true_range.rolling(window=window).mean()
except Exception as e:
logger.error(f"Error calculating ATR: {e}")
return None
def calculate_obv(self, df: pd.DataFrame) -> Optional[pd.Series]:
try:
return (np.sign(df['close'].diff()) * df['volume']).fillna(0).cumsum()
except Exception as e:
logger.error(f"Error calculating OBV: {e}")
return None
def calculate_yearly_summary(self, df: pd.DataFrame) -> Optional[pd.DataFrame]:
try:
df['year'] = pd.to_datetime(df['date']).dt.year
yearly_summary = df.groupby('year').agg({
'close': ['mean', 'max', 'min'],
'volume': 'sum'
})
yearly_summary.columns = ['_'.join(col) for col in yearly_summary.columns]
return yearly_summary
except Exception as e:
logger.error(f"Error calculating yearly summary: {e}")
return None
def get_full_last_year(self, df: pd.DataFrame) -> Optional[pd.DataFrame]:
try:
today = datetime.today().date()
last_year_start = datetime(today.year - 1, 1, 1).date()
last_year_end = datetime(today.year - 1, 12, 31).date()
mask = (df['date'] >= last_year_start) & (df['date'] <= last_year_end)
return df.loc[mask]
except Exception as e:
logger.error(f"Error filtering data for the last year: {e}")
return None
def calculate_ytd_performance(self, df: pd.DataFrame) -> Optional[float]:
try:
today = datetime.today().date()
year_start = datetime(today.year, 1, 1).date()
mask = (df['date'] >= year_start) & (df['date'] <= today)
ytd_data = df.loc[mask]
opening_price = ytd_data.iloc[0]['open']
closing_price = ytd_data.iloc[-1]['close']
return ((closing_price - opening_price) / opening_price) * 100
except Exception as e:
logger.error(f"Error calculating YTD performance: {e}")
return None
def calculate_pe_ratio(self, current_price: float, eps: float) -> Optional[float]:
try:
if eps == 0:
raise ValueError("EPS cannot be zero for P/E ratio calculation.")
return current_price / eps
except Exception as e:
logger.error(f"Error calculating P/E ratio: {e}")
return None
def fetch_google_snippet(self, query: str) -> Optional[str]:
try:
return fetch_google_snippet(query)
except Exception as e:
logger.error(f"Error fetching Google snippet: {e}")
return None
def extract_ticker_from_response(response: str) -> Optional[str]:
try:
if "is **" in response and "**." in response:
return response.split("is **")[1].split("**.")[0].strip()
return response.strip()
except Exception as e:
logger.error(f"Error extracting ticker from response: {e}")
return None
def detect_translate_entity_and_ticker(query: str) -> Tuple[Optional[str], Optional[str], Optional[str], Optional[str]]:
try:
prompt = f"Detect the language for the following text: {query}"
response = llm.invoke(prompt)
detected_language = response.content.strip()
translated_query = query
if detected_language != "English":
prompt = f"Translate the following text to English: {query}"
response = llm.invoke(prompt)
translated_query = response.content.strip()
prompt = f"Detect the entity in the following text that is a company name: {translated_query}"
response = llm.invoke(prompt)
detected_entity = response.content.strip()
prompt = f"What is the stock ticker symbol for the company {detected_entity}?"
response = llm.invoke(prompt)
stock_ticker = extract_ticker_from_response(response.content.strip())
return detected_language, detected_entity, translated_query, stock_ticker
except Exception as e:
logger.error(f"Error in detecting, translating, or extracting entity and ticker: {e}")
return None, None, None, None
def fetch_stock_data_yahoo(symbol: str) -> pd.DataFrame:
try:
stock = yf.Ticker(symbol)
logger.info(f"Fetching data for symbol: {symbol}")
end_date = datetime.now()
start_date = end_date - timedelta(days=3 * 365)
historical_data = stock.history(start=start_date, end=end_date)
if historical_data.empty:
raise ValueError(f"No historical data found for symbol: {symbol}")
historical_data = historical_data.rename(
columns={"Open": "open", "High": "high", "Low": "low", "Close": "close", "Volume": "volume"}
)
historical_data.reset_index(inplace=True)
historical_data['date'] = historical_data['Date'].dt.date
historical_data = historical_data.drop(columns=['Date'])
historical_data = historical_data[['date', 'open', 'high', 'low', 'close', 'volume']]
if 'close' not in historical_data.columns:
raise KeyError("The historical data must contain a 'close' column.")
return historical_data
except Exception as e:
logger.error(f"Failed to fetch stock data for {symbol} from Yahoo Finance: {e}")
return pd.DataFrame()
def fetch_current_stock_price(symbol: str) -> Optional[float]:
try:
stock = yf.Ticker(symbol)
return stock.info['currentPrice']
except Exception as e:
logger.error(f"Failed to fetch current stock price for {symbol}: {e}")
return None
def format_stock_data_for_gemini(stock_data: pd.DataFrame) -> str:
try:
if stock_data.empty:
return "No historical data available."
formatted_data = "Historical stock data for the last three years:\n\n"
formatted_data += "Date | Open | High | Low | Close | Volume\n"
formatted_data += "------------------------------------------------------\n"
for index, row in stock_data.iterrows():
formatted_data += f"{row['date']} | {row['open']:.2f} | {row['high']:.2f} | {row['low']:.2f} | {row['close']:.2f} | {int(row['volume'])}\n"
return formatted_data
except Exception as e:
logger.error(f"Error formatting stock data for Gemini: {e}")
return "Error formatting stock data."
def fetch_company_info_yahoo(symbol: str) -> Dict:
try:
if not symbol:
return {"error": "Invalid symbol"}
stock = yf.Ticker(symbol)
company_info = stock.info
return {
"name": company_info.get("longName", "N/A"),
"sector": company_info.get("sector", "N/A"),
"industry": company_info.get("industry", "N/A"),
"marketCap": company_info.get("marketCap", "N/A"),
"summary": company_info.get("longBusinessSummary", "N/A"),
"website": company_info.get("website", "N/A"),
"address": company_info.get("address1", "N/A"),
"city": company_info.get("city", "N/A"),
"state": company_info.get("state", "N/A"),
"country": company_info.get("country", "N/A"),
"phone": company_info.get("phone", "N/A")
}
except Exception as e:
logger.error(f"Error fetching company info for {symbol}: {e}")
return {"error": str(e)}
def format_company_info_for_gemini(company_info: Dict) -> str:
try:
if "error" in company_info:
return f"Error fetching company info: {company_info['error']}"
formatted_info = (f"\nCompany Information:\n"
f"Name: {company_info['name']}\n"
f"Sector: {company_info['sector']}\n"
f"Industry: {company_info['industry']}\n"
f"Market Cap: {company_info['marketCap']}\n"
f"Summary: {company_info['summary']}\n"
f"Website: {company_info['website']}\n"
f"Address: {company_info['address']}, {company_info['city']}, {company_info['state']}, {company_info['country']}\n"
f"Phone: {company_info['phone']}\n")
return formatted_info
except Exception as e:
logger.error(f"Error formatting company info for Gemini: {e}")
return "Error formatting company info."
def fetch_company_news_yahoo(symbol: str) -> List[Dict]:
try:
stock = yf.Ticker(symbol)
news = stock.news
if not news:
raise ValueError(f"No news found for symbol: {symbol}")
return news
except Exception as e:
logger.error(f"Failed to fetch news for {symbol} from Yahoo Finance: {e}")
return []
def format_company_news_for_gemini(news: List[Dict]) -> str:
try:
if not news:
return "No news available."
formatted_news = "Latest company news:\n\n"
for article in news:
formatted_news += (f"Title: {article['title']}\n"
f"Publisher: {article['publisher']}\n"
f"Link: {article['link']}\n"
f"Published: {article['providerPublishTime']}\n\n")
return formatted_news
except Exception as e:
logger.error(f"Error formatting company news for Gemini: {e}")
return "Error formatting company news."
def send_to_gemini_for_summarization(content: str) -> str:
try:
unified_content = " ".join(content)
prompt = f"Summarize the main points of this article.\n\n{unified_content}"
response = llm.invoke(prompt)
return response.content.strip()
except Exception as e:
logger.error(f"Error sending content to Gemini for summarization: {e}")
return "Error summarizing content."
def answer_question_with_data(question: str, data: Dict) -> str:
try:
data_str = ""
for key, value in data.items():
data_str += f"{key}:\n{value}\n\n"
prompt = (f"You are a financial advisor. Begin your answer by stating that and only give the answer after.\n"
f"Using the following data, answer this question: {question}\n\nData:\n{data_str}\n"
f"Make your answer in the best form and professional.\n"
f"Don't say anything about the source of the data.\n"
f"If you don't have the data to answer, say this data is not available yet. If the data is not available in the stock history data, say this was a weekend and there is no data for it.")
response = llm.invoke(prompt)
return response.content.strip()
except Exception as e:
logger.error(f"Error answering question with data: {e}")
return "Error answering question."
def format_google_results(google_results: Optional[Dict], summarizer: DataSummarizer, query: str) -> str:
try:
if google_results:
google_content = [summarizer.extract_content_from_item(item) for item in google_results.get('items', [])]
formatted_google_content = "\n\n".join(google_content)
else:
formatted_google_content = "No additional news found through Google Search."
snippet_query1 = f"{query} I want the answer only"
snippet_query2 = f"{query}"
google_snippet1 = summarizer.fetch_google_snippet(snippet_query1)
google_snippet2 = summarizer.fetch_google_snippet(snippet_query2)
google_snippet = google_snippet1 if google_snippet1 and google_snippet1 != "Snippet not found." else google_snippet2
formatted_google_content += f"\n\nGoogle Snippet: {google_snippet}"
return formatted_google_content
except Exception as e:
logger.error(f"Error formatting Google results: {e}")
return "Error formatting Google results."
def calculate_metrics(stock_data: pd.DataFrame, summarizer: DataSummarizer, company_info: Dict) -> Dict[str, str]:
try:
moving_average = summarizer.calculate_moving_average(stock_data)
rsi = summarizer.calculate_rsi(stock_data)
ema = summarizer.calculate_ema(stock_data)
bollinger_bands = summarizer.calculate_bollinger_bands(stock_data)
macd = summarizer.calculate_macd(stock_data)
volatility = summarizer.calculate_volatility(stock_data)
atr = summarizer.calculate_atr(stock_data)
obv = summarizer.calculate_obv(stock_data)
yearly_summary = summarizer.calculate_yearly_summary(stock_data)
ytd_performance = summarizer.calculate_ytd_performance(stock_data)
eps = company_info.get('trailingEps', None)
if eps:
current_price = stock_data.iloc[-1]['close']
pe_ratio = summarizer.calculate_pe_ratio(current_price, eps)
formatted_metrics = {
"Moving Average": moving_average.to_string(),
"RSI": rsi.to_string(),
"EMA": ema.to_string(),
"Bollinger Bands": bollinger_bands.to_string(),
"MACD": macd.to_string(),
"Volatility": volatility.to_string(),
"ATR": atr.to_string(),
"OBV": obv.to_string(),
"Yearly Summary": yearly_summary.to_string(),
"YTD Performance": f"{ytd_performance:.2f}%",
"P/E Ratio": f"{pe_ratio:.2f}"
}
else:
formatted_metrics = {
"Moving Average": moving_average.to_string(),
"RSI": rsi.to_string(),
"EMA": ema.to_string(),
"Bollinger Bands": bollinger_bands.to_string(),
"MACD": macd.to_string(),
"Volatility": volatility.to_string(),
"ATR": atr.to_string(),
"OBV": obv.to_string(),
"Yearly Summary": yearly_summary.to_string(),
"YTD Performance": f"{ytd_performance:.2f}%"
}
return formatted_metrics
except Exception as e:
logger.error(f"Error calculating metrics: {e}")
return {"Error": "Error calculating metrics"}
def prepare_data(formatted_stock_data: str, formatted_company_info: str, formatted_company_news: str,
summarized_google_content: str, formatted_metrics: Dict[str, str]) -> Dict[str, str]:
collected_data = {
"Formatted Stock Data": formatted_stock_data,
"Formatted Company Info": formatted_company_info,
"Formatted Company News": formatted_company_news,
"Google Search Results": summarized_google_content,
"Calculations": formatted_metrics
}
collected_data.update(formatted_metrics)
return collected_data
def translate_response(response: str, target_language: str) -> str:
try:
prompt = f"Translate the following text to {target_language}: {response}"
translation = llm.invoke(prompt)
return translation.content.strip()
except Exception as e:
logger.error(f"Error translating response: {e}")
return response # Return the original response if translation fails
def main():
print("Welcome to the Financial Data Chatbot. How can I assist you today?")
summarizer = DataSummarizer()
conversation_history = []
while True:
user_input = input("You: ")
if user_input.lower() in ['exit', 'quit', 'bye']:
print("Goodbye! Have a great day!")
break
conversation_history.append(f"You: {user_input}")
try:
# Detect language, entity, translation, and stock ticker
language, entity, translation, stock_ticker = detect_translate_entity_and_ticker(user_input)
if language and entity and translation and stock_ticker:
with ThreadPoolExecutor() as executor:
futures = {
executor.submit(fetch_stock_data_yahoo, stock_ticker): "stock_data",
executor.submit(fetch_company_info_yahoo, stock_ticker): "company_info",
executor.submit(fetch_company_news_yahoo, stock_ticker): "company_news",
executor.submit(fetch_current_stock_price, stock_ticker): "current_stock_price",
executor.submit(summarizer.google_search, f"{user_input} latest financial news"): "google_results"
}
results = {futures[future]: future.result() for future in as_completed(futures)}
stock_data = results["stock_data"]
formatted_stock_data = format_stock_data_for_gemini(stock_data)
company_info = results["company_info"]
formatted_company_info = format_company_info_for_gemini(company_info)
company_news = results["company_news"]
formatted_company_news = format_company_news_for_gemini(company_news)
current_stock_price = results["current_stock_price"]
google_results = results["google_results"]
formatted_google_content = format_google_results(google_results, summarizer, user_input)
summarized_google_content = send_to_gemini_for_summarization(formatted_google_content)
formatted_metrics = calculate_metrics(stock_data, summarizer, company_info)
collected_data = prepare_data(formatted_stock_data, formatted_company_info, formatted_company_news,
summarized_google_content, formatted_metrics)
collected_data["Current Stock Price"] = f"${current_stock_price:.2f}" if current_stock_price else "N/A"
rag_response = get_answer(user_input)
collected_data["RAG Response"] = rag_response
conversation_history.append(f"RAG Response: {rag_response}")
history_context = "\n".join(conversation_history)
answer = answer_question_with_data(f"{history_context}\n\nUser's query: {user_input}", collected_data)
if language != "English":
answer = translate_response(answer, language)
print(f"\nBot: {answer}")
conversation_history.append(f"Bot: {answer}")
else:
response = "I'm sorry, I couldn't process your request. Could you please rephrase?"
print(f"Bot: {response}")
conversation_history.append(f"Bot: {response}")
except Exception as e:
logger.error(f"An error occurred: {e}")
response = "An error occurred while processing your request. Please try again later."
print(f"Bot: {response}")
conversation_history.append(f"Bot: {response}")
if __name__ == "__main__":
main()
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