kensho-kfinance 2.2.4__py3-none-any.whl → 2.3.0__py3-none-any.whl

kfinance/tool_calling/get_transcript.py

@@ -0,0 +1,23 @@
+from typing import Type
+
+from pydantic import BaseModel, Field
+
+from kfinance.constants import Permission
+from kfinance.tool_calling.shared_models import KfinanceTool
+
+
+class GetTranscriptArgs(BaseModel):
+    """Tool argument with a key_dev_id."""
+
+    key_dev_id: int = Field(description="The key dev ID for the earnings call")
+
+
+class GetTranscript(KfinanceTool):
+    name: str = "get_transcript"
+    description: str = "Get the raw transcript text for an earnings call by key dev ID."
+    args_schema: Type[BaseModel] = GetTranscriptArgs
+    required_permission: Permission | None = Permission.EarningsPermission
+
+    def _run(self, key_dev_id: int) -> str:
+        transcript = self.kfinance_client.transcript(key_dev_id)
+        return transcript.raw

kfinance/tool_calling/prompts.py

@@ -0,0 +1,16 @@
+from kfinance.tool_calling import GetFinancialLineItemFromIdentifier, GetLatest
+
+
+BASE_PROMPT = f"""
+    You are an agent that calls one or more tools to retrieve data to answer questions from
+    financial analysts. Use the supplied tools to answer the user's questions.
+
+    - Always use the `{GetLatest.model_fields["name"].default}` function when asked about the last or most recent quarter or
+    when the time is unspecified in the question.
+    - Try to use `{GetFinancialLineItemFromIdentifier.model_fields["name"].default}` for questions about a company's
+    finances.
+    - If the tools do not respond with data that answers the question, then respond by saying that
+    you don't have the data available.
+    - Keep calling tools until you have the answer or the tool says the data is not available.
+    - Label large numbers with "million" or "billion" and currency symbols if appropriate.
+    """

kfinance/version.py

@@ -17,5 +17,5 @@ __version__: str
 __version_tuple__: VERSION_TUPLE
 version_tuple: VERSION_TUPLE
 
-__version__ = version = '2.2.4'
-__version_tuple__ = version_tuple = (2, 2, 4)
+__version__ = version = '2.3.0'
+__version_tuple__ = version_tuple = (2, 3, 0)