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Dwight/finance tool (#10674)
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dwight-foster authored Feb 14, 2024
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2 changes: 1 addition & 1 deletion CONTRIBUTING.md
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Expand Up @@ -288,7 +288,7 @@ cd ./llama-index-packs
llamaindex-cli new-package --kind "packs" --name "my new pack"

cd ./llama-index-integrations/readers
llamaindex-cli new-pacakge --kind "readers" --name "new reader"
llamaindex-cli new-package --kind "readers" --name "new reader"
```

Executing the first set of shell commands will create a new folder called `llama-index-packs-my-new-pack`
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llama_index/_static
.DS_Store
# Byte-compiled / optimized / DLL files
__pycache__/
*.py[cod]
*$py.class

# C extensions
*.so

# Distribution / packaging
.Python
bin/
build/
develop-eggs/
dist/
downloads/
eggs/
.eggs/
etc/
include/
lib/
lib64/
parts/
sdist/
share/
var/
wheels/
pip-wheel-metadata/
share/python-wheels/
*.egg-info/
.installed.cfg
*.egg
MANIFEST

# PyInstaller
# Usually these files are written by a python script from a template
# before PyInstaller builds the exe, so as to inject date/other infos into it.
*.manifest
*.spec

# Installer logs
pip-log.txt
pip-delete-this-directory.txt

# Unit test / coverage reports
htmlcov/
.tox/
.nox/
.coverage
.coverage.*
.cache
nosetests.xml
coverage.xml
*.cover
*.py,cover
.hypothesis/
.pytest_cache/
.ruff_cache

# Translations
*.mo
*.pot

# Django stuff:
*.log
local_settings.py
db.sqlite3
db.sqlite3-journal

# Flask stuff:
instance/
.webassets-cache

# Scrapy stuff:
.scrapy

# Sphinx documentation
docs/_build/

# PyBuilder
target/

# Jupyter Notebook
.ipynb_checkpoints
notebooks/

# IPython
profile_default/
ipython_config.py

# pyenv
.python-version

# pipenv
# According to pypa/pipenv#598, it is recommended to include Pipfile.lock in version control.
# However, in case of collaboration, if having platform-specific dependencies or dependencies
# having no cross-platform support, pipenv may install dependencies that don't work, or not
# install all needed dependencies.
#Pipfile.lock

# PEP 582; used by e.g. github.com/David-OConnor/pyflow
__pypackages__/

# Celery stuff
celerybeat-schedule
celerybeat.pid

# SageMath parsed files
*.sage.py

# Environments
.env
.venv
env/
venv/
ENV/
env.bak/
venv.bak/
pyvenv.cfg

# Spyder project settings
.spyderproject
.spyproject

# Rope project settings
.ropeproject

# mkdocs documentation
/site

# mypy
.mypy_cache/
.dmypy.json
dmypy.json

# Pyre type checker
.pyre/

# Jetbrains
.idea
modules/
*.swp

# VsCode
.vscode

# pipenv
Pipfile
Pipfile.lock

# pyright
pyrightconfig.json
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poetry_requirements(
name="poetry",
)
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GIT_ROOT ?= $(shell git rev-parse --show-toplevel)

help: ## Show all Makefile targets.
@grep -E '^[a-zA-Z_-]+:.*?## .*$$' $(MAKEFILE_LIST) | awk 'BEGIN {FS = ":.*?## "}; {printf "\033[33m%-30s\033[0m %s\n", $$1, $$2}'

format: ## Run code autoformatters (black).
pre-commit install
git ls-files | xargs pre-commit run black --files

lint: ## Run linters: pre-commit (black, ruff, codespell) and mypy
pre-commit install && git ls-files | xargs pre-commit run --show-diff-on-failure --files

test: ## Run tests via pytest.
pytest tests

watch-docs: ## Build and watch documentation.
sphinx-autobuild docs/ docs/_build/html --open-browser --watch $(GIT_ROOT)/llama_index/
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# Yahoo Finance Tool

This tool connects to Yahoo Finance and allows an Agent to access stock, news, and financial data of a company.

## Usage

Here's an example of how to use this tool:

```python
from llama_index.tools.yahoo_finance import YahooFinanceToolSpec
from llama_index.agent import OpenAIAgent

tool_spec = YahooFinanceToolSpec()
agent = OpenAIAgent.from_tools(tool_spec.to_tool_list())

agent.chat("What is the price of Apple stock?")
agent.chat("What is the latest news about Apple?")
```

The tools available are:

`balance_sheet`: A tool that returns the balance sheet of a company.

`income_statement`: A tool that returns the income statement of a company.

`cash_flow`: A tool that returns the cash flow of a company.

`stock_news`: A tool that returns the latest news about a company.

`stock_basic_info`: A tool that returns basic information about a company including price.

`stock_analyst_recommendations`: A tool that returns analyst recommendations for a company.

This loader is designed to be used as a way to load data as a Tool in a Agent. See [here](https://github.com/emptycrown/llama-hub/tree/main) for examples.
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