mirror of
https://github.com/TauricResearch/TradingAgents.git
synced 2026-06-16 21:06:15 +03:00
895ed130f9
Bedrock uses the Converse API (langchain-aws) and the AWS credential chain, so it has its own client like Anthropic/Google rather than the OpenAI-compatible registry. langchain-aws is an optional dependency (pip install ".[bedrock]"), lazy-imported with a clear install hint; importing the package never requires it. The model name is a Bedrock model ID / inference profile ID.
641 lines
23 KiB
Python
641 lines
23 KiB
Python
import os
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from pathlib import Path
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from typing import List, Optional, Tuple, Dict
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import questionary
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from dotenv import find_dotenv, set_key
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from rich.console import Console
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from cli.models import AnalystType, AssetType
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from tradingagents.llm_clients.api_key_env import get_api_key_env
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from tradingagents.llm_clients.model_catalog import get_model_options
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console = Console()
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TICKER_INPUT_EXAMPLES = "SPY, 0700.HK, BTC-USD"
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ANALYST_ORDER = [
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("Market Analyst", AnalystType.MARKET),
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("Sentiment Analyst", AnalystType.SOCIAL),
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("News Analyst", AnalystType.NEWS),
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("Fundamentals Analyst", AnalystType.FUNDAMENTALS),
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]
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CRYPTO_SUFFIXES = ("-USD", "-USDT", "-USDC", "-BTC", "-ETH")
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def is_valid_ticker_input(value: str) -> bool:
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"""Whether a ticker entry is acceptable (charset + length).
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Allows the characters Yahoo symbols use, including ``=`` for futures/forex
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like ``GC=F`` and ``EURUSD=X`` (#980), and ``^`` for indices. Empty input is
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allowed (it defaults to SPY downstream).
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"""
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v = value.strip()
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return not v or (all(ch.isalnum() or ch in "._-^=" for ch in v) and len(v) <= 32)
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def get_ticker() -> str:
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"""Prompt the user to enter a ticker symbol, preserving exchange suffixes.
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Uses questionary.text (not typer.prompt, which strips trailing dot-suffixes
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like ``000404.SH`` on some shells) and validates the symbol charset so an
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obvious typo is caught before the run starts.
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"""
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ticker = questionary.text(
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f"Enter ticker symbol (e.g. {TICKER_INPUT_EXAMPLES}):",
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validate=lambda x: (
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is_valid_ticker_input(x)
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or "Please enter a valid ticker symbol, e.g. AAPL, 000404.SZ, 0700.HK, GC=F."
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),
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style=questionary.Style(
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[
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("text", "fg:green"),
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("highlighted", "noinherit"),
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]
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),
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).ask()
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if ticker is None:
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console.print("\n[red]No ticker symbol provided. Exiting...[/red]")
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exit(1)
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return normalize_ticker_symbol(ticker) if ticker.strip() else "SPY"
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def normalize_ticker_symbol(ticker: str) -> str:
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"""Resolve user input to its canonical Yahoo symbol (single source of truth).
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Delegates to the data layer's ``normalize_symbol`` so the symbol the CLI
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passes through the pipeline is exactly the one the data path will price
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(e.g. ``BTCUSD`` -> ``BTC-USD``, ``XAUUSD`` -> ``GC=F``). Falls back to the
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plain upper-case if the data layer is unavailable.
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"""
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try:
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from tradingagents.dataflows.symbol_utils import normalize_symbol
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return normalize_symbol(ticker)
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except Exception:
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return ticker.strip().upper()
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def detect_asset_type(ticker: str) -> AssetType:
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"""Classify on the canonical symbol so e.g. BTCUSD and BTC-USDT both read as
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crypto (#981/#982), matching what the data path will actually fetch."""
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canonical = normalize_ticker_symbol(ticker)
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if canonical.endswith(CRYPTO_SUFFIXES):
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return AssetType.CRYPTO
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return AssetType.STOCK
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def filter_analysts_for_asset_type(
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analysts: List[AnalystType], asset_type: AssetType
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) -> List[AnalystType]:
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if asset_type != AssetType.CRYPTO:
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return analysts
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return [
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analyst
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for analyst in analysts
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if analyst != AnalystType.FUNDAMENTALS
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]
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def get_analysis_date() -> str:
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"""Prompt the user to enter a date in YYYY-MM-DD format."""
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import re
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from datetime import datetime
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def validate_date(date_str: str) -> bool:
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if not re.match(r"^\d{4}-\d{2}-\d{2}$", date_str):
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return False
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try:
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datetime.strptime(date_str, "%Y-%m-%d")
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return True
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except ValueError:
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return False
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date = questionary.text(
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"Enter the analysis date (YYYY-MM-DD):",
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validate=lambda x: validate_date(x.strip())
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or "Please enter a valid date in YYYY-MM-DD format.",
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style=questionary.Style(
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[
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("text", "fg:green"),
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("highlighted", "noinherit"),
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]
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),
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).ask()
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if not date:
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console.print("\n[red]No date provided. Exiting...[/red]")
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exit(1)
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return date.strip()
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def select_analysts(asset_type: AssetType = AssetType.STOCK) -> List[AnalystType]:
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"""Select analysts using an interactive checkbox."""
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available_analysts = filter_analysts_for_asset_type(
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[value for _, value in ANALYST_ORDER],
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asset_type,
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)
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choices = questionary.checkbox(
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"Select Your [Analysts Team]:",
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choices=[
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questionary.Choice(display, value=value)
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for display, value in ANALYST_ORDER
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if value in available_analysts
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],
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instruction="\n- Press Space to select/unselect analysts\n- Press 'a' to select/unselect all\n- Press Enter when done",
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validate=lambda x: len(x) > 0 or "You must select at least one analyst.",
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style=questionary.Style(
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[
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("checkbox-selected", "fg:green"),
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("selected", "fg:green noinherit"),
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("highlighted", "noinherit"),
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("pointer", "noinherit"),
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]
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),
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).ask()
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if not choices:
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console.print("\n[red]No analysts selected. Exiting...[/red]")
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exit(1)
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return choices
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def select_research_depth() -> int:
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"""Select research depth using an interactive selection."""
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# Define research depth options with their corresponding values
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DEPTH_OPTIONS = [
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("Shallow - Quick research, few debate and strategy discussion rounds", 1),
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("Medium - Middle ground, moderate debate rounds and strategy discussion", 3),
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("Deep - Comprehensive research, in depth debate and strategy discussion", 5),
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]
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choice = questionary.select(
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"Select Your [Research Depth]:",
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choices=[
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questionary.Choice(display, value=value) for display, value in DEPTH_OPTIONS
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],
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instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
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style=questionary.Style(
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[
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("selected", "fg:yellow noinherit"),
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("highlighted", "fg:yellow noinherit"),
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("pointer", "fg:yellow noinherit"),
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]
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),
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).ask()
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if choice is None:
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console.print("\n[red]No research depth selected. Exiting...[/red]")
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exit(1)
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return choice
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def _fetch_openrouter_models() -> List[Tuple[str, str]]:
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"""Fetch available models from the OpenRouter API."""
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import requests
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try:
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resp = requests.get("https://openrouter.ai/api/v1/models", timeout=10)
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resp.raise_for_status()
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models = resp.json().get("data", [])
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return [(m.get("name") or m["id"], m["id"]) for m in models]
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except Exception as e:
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console.print(f"\n[yellow]Could not fetch OpenRouter models: {e}[/yellow]")
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return []
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def select_openrouter_model() -> str:
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"""Select an OpenRouter model from the newest available, or enter a custom ID."""
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models = _fetch_openrouter_models()
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choices = [questionary.Choice(name, value=mid) for name, mid in models[:5]]
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choices.append(questionary.Choice("Custom model ID", value="custom"))
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choice = questionary.select(
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"Select OpenRouter Model (latest available):",
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choices=choices,
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instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
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style=questionary.Style([
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("selected", "fg:magenta noinherit"),
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("highlighted", "fg:magenta noinherit"),
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("pointer", "fg:magenta noinherit"),
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]),
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).ask()
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if choice is None or choice == "custom":
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return questionary.text(
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"Enter OpenRouter model ID (e.g. google/gemma-4-26b-a4b-it):",
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validate=lambda x: len(x.strip()) > 0 or "Please enter a model ID.",
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).ask().strip()
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return choice
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def _prompt_custom_model_id() -> str:
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"""Prompt user to type a custom model ID."""
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return questionary.text(
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"Enter model ID:",
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validate=lambda x: len(x.strip()) > 0 or "Please enter a model ID.",
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).ask().strip()
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def _select_model(provider: str, mode: str) -> str:
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"""Select a model for the given provider and mode (quick/deep)."""
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if provider.lower() == "openrouter":
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return select_openrouter_model()
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if provider.lower() == "azure":
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return questionary.text(
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f"Enter Azure deployment name ({mode}-thinking):",
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validate=lambda x: len(x.strip()) > 0 or "Please enter a deployment name.",
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).ask().strip()
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choice = questionary.select(
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f"Select Your [{mode.title()}-Thinking LLM Engine]:",
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choices=[
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questionary.Choice(display, value=value)
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for display, value in get_model_options(provider, mode)
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],
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instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
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style=questionary.Style(
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[
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("selected", "fg:magenta noinherit"),
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("highlighted", "fg:magenta noinherit"),
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("pointer", "fg:magenta noinherit"),
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]
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),
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).ask()
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if choice is None:
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console.print(f"\n[red]No {mode} thinking llm engine selected. Exiting...[/red]")
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exit(1)
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if choice == "custom":
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return _prompt_custom_model_id()
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return choice
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def select_shallow_thinking_agent(provider) -> str:
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"""Select shallow thinking llm engine using an interactive selection."""
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return _select_model(provider, "quick")
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def select_deep_thinking_agent(provider) -> str:
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"""Select deep thinking llm engine using an interactive selection."""
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return _select_model(provider, "deep")
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def _llm_provider_table() -> list[tuple[str, str, str | None]]:
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"""(display_name, provider_key, base_url) for every supported provider.
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Shared by the interactive picker and by env-driven configuration so an
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env-set provider resolves to the same default endpoint the menu uses.
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Ollama users can point at a remote ollama-serve via OLLAMA_BASE_URL
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(convention from the broader Ollama ecosystem); falls back to the
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localhost default when unset.
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"""
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ollama_url = os.environ.get("OLLAMA_BASE_URL") or "http://localhost:11434/v1"
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return [
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("OpenAI", "openai", "https://api.openai.com/v1"),
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("Google", "google", None),
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("Anthropic", "anthropic", "https://api.anthropic.com/"),
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("xAI", "xai", "https://api.x.ai/v1"),
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("DeepSeek", "deepseek", "https://api.deepseek.com"),
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("Qwen", "qwen", "https://dashscope-intl.aliyuncs.com/compatible-mode/v1"),
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("GLM", "glm", "https://open.bigmodel.cn/api/paas/v4/"),
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("MiniMax", "minimax", "https://api.minimax.io/v1"),
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("OpenRouter", "openrouter", "https://openrouter.ai/api/v1"),
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("Mistral", "mistral", "https://api.mistral.ai/v1"),
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("Kimi (Moonshot)", "kimi", "https://api.moonshot.ai/v1"),
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("Groq", "groq", "https://api.groq.com/openai/v1"),
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("NVIDIA NIM", "nvidia", "https://integrate.api.nvidia.com/v1"),
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("Azure OpenAI", "azure", None),
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("Amazon Bedrock", "bedrock", None),
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("Ollama", "ollama", ollama_url),
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("OpenAI-compatible (vLLM, LM Studio, llama.cpp, custom relay)", "openai_compatible", None),
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]
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def provider_default_url(provider_key: str) -> str | None:
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"""Return the default backend URL for a provider key, or None if unknown."""
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key = provider_key.lower()
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for _, pk, url in _llm_provider_table():
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if pk == key:
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return url
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return None
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def resolve_backend_url(
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provider: str, menu_url: str | None = None, env_url: str | None = None
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) -> str | None:
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"""Resolve the backend URL with the correct precedence.
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An explicit env override (``env_url``, from ``TRADINGAGENTS_LLM_BACKEND_URL``
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via ``DEFAULT_CONFIG['backend_url']``) is honored regardless of how the
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provider was chosen — interactively or from the environment (#978).
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Otherwise the menu/region URL, then the provider's default.
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"""
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return env_url or menu_url or provider_default_url(provider)
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def prompt_openai_compatible_url() -> str:
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"""Prompt for a custom OpenAI-compatible endpoint base URL."""
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url = questionary.text(
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"Enter the OpenAI-compatible base URL "
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"(e.g. http://localhost:8000/v1 for vLLM, http://localhost:1234/v1 for LM Studio):",
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validate=lambda x: x.strip().startswith(("http://", "https://"))
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or "Enter a URL starting with http:// or https://",
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).ask()
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if not url:
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console.print("\n[red]No endpoint URL provided. Exiting...[/red]")
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exit(1)
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return url.strip()
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def select_llm_provider() -> tuple[str, str | None]:
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"""Select the LLM provider and its API endpoint."""
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PROVIDERS = _llm_provider_table()
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choice = questionary.select(
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"Select your LLM Provider:",
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choices=[
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questionary.Choice(display, value=(provider_key, url))
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for display, provider_key, url in PROVIDERS
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],
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instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
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style=questionary.Style(
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[
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("selected", "fg:magenta noinherit"),
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("highlighted", "fg:magenta noinherit"),
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("pointer", "fg:magenta noinherit"),
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]
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),
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).ask()
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if choice is None:
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console.print("\n[red]No LLM provider selected. Exiting...[/red]")
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exit(1)
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provider, url = choice
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return provider, url
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def ask_openai_reasoning_effort() -> str:
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"""Ask for OpenAI reasoning effort level."""
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choices = [
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questionary.Choice("Medium (Default)", "medium"),
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questionary.Choice("High (More thorough)", "high"),
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questionary.Choice("Low (Faster)", "low"),
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]
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return questionary.select(
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"Select Reasoning Effort:",
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choices=choices,
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style=questionary.Style([
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("selected", "fg:cyan noinherit"),
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("highlighted", "fg:cyan noinherit"),
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("pointer", "fg:cyan noinherit"),
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]),
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).ask()
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def ask_anthropic_effort() -> str | None:
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"""Ask for Anthropic effort level.
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Controls token usage and response thoroughness on Claude 4.5 / 4.6 / 4.7
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models. The API also accepts "max"; we expose low/medium/high as the
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common selection range.
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"""
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return questionary.select(
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"Select Effort Level:",
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choices=[
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questionary.Choice("High (recommended)", "high"),
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questionary.Choice("Medium (balanced)", "medium"),
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questionary.Choice("Low (faster, cheaper)", "low"),
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],
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style=questionary.Style([
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("selected", "fg:cyan noinherit"),
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("highlighted", "fg:cyan noinherit"),
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("pointer", "fg:cyan noinherit"),
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]),
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).ask()
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def ask_gemini_thinking_config() -> str | None:
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"""Ask for Gemini thinking configuration.
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Returns thinking_level: "high" or "minimal".
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Client maps to appropriate API param based on model series.
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"""
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return questionary.select(
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"Select Thinking Mode:",
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choices=[
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questionary.Choice("Enable Thinking (recommended)", "high"),
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questionary.Choice("Minimal/Disable Thinking", "minimal"),
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],
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style=questionary.Style([
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("selected", "fg:green noinherit"),
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("highlighted", "fg:green noinherit"),
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("pointer", "fg:green noinherit"),
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]),
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).ask()
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|
|
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def ask_glm_region() -> tuple[str, str]:
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"""Ask which GLM platform (Z.AI international vs BigModel China) to use.
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Zhipu serves the same GLM models under two brands with separate
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accounts; keys aren't interchangeable. Returns (provider_key, backend_url).
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"""
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return questionary.select(
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"Select GLM platform:",
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choices=[
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questionary.Choice(
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"Z.AI — api.z.ai (international, uses ZHIPU_API_KEY)",
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value=("glm", "https://api.z.ai/api/paas/v4/"),
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),
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questionary.Choice(
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"BigModel — open.bigmodel.cn (China, uses ZHIPU_CN_API_KEY)",
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value=("glm-cn", "https://open.bigmodel.cn/api/paas/v4/"),
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),
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],
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style=questionary.Style([
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("selected", "fg:cyan noinherit"),
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("highlighted", "fg:cyan noinherit"),
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("pointer", "fg:cyan noinherit"),
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]),
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).ask()
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def ask_qwen_region() -> tuple[str, str]:
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"""Ask which Qwen region (international vs China) to use.
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Alibaba DashScope exposes two endpoints with separate accounts —
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a key from one region does NOT authenticate against the other
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(fixes #758). Returns (provider_key, backend_url).
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"""
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return questionary.select(
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"Select Qwen region:",
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choices=[
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questionary.Choice(
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"International — dashscope-intl.aliyuncs.com (uses DASHSCOPE_API_KEY)",
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value=("qwen", "https://dashscope-intl.aliyuncs.com/compatible-mode/v1"),
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),
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questionary.Choice(
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"China — dashscope.aliyuncs.com (uses DASHSCOPE_CN_API_KEY)",
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value=("qwen-cn", "https://dashscope.aliyuncs.com/compatible-mode/v1"),
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),
|
|
],
|
|
style=questionary.Style([
|
|
("selected", "fg:cyan noinherit"),
|
|
("highlighted", "fg:cyan noinherit"),
|
|
("pointer", "fg:cyan noinherit"),
|
|
]),
|
|
).ask()
|
|
|
|
|
|
def ask_minimax_region() -> tuple[str, str]:
|
|
"""Ask which MiniMax region (global vs China) to use.
|
|
|
|
MiniMax exposes two endpoints with separate accounts — a key from
|
|
one region does NOT authenticate against the other. Returns
|
|
(provider_key, backend_url).
|
|
"""
|
|
return questionary.select(
|
|
"Select MiniMax region:",
|
|
choices=[
|
|
questionary.Choice(
|
|
"Global — api.minimax.io (uses MINIMAX_API_KEY)",
|
|
value=("minimax", "https://api.minimax.io/v1"),
|
|
),
|
|
questionary.Choice(
|
|
"China — api.minimaxi.com (uses MINIMAX_CN_API_KEY)",
|
|
value=("minimax-cn", "https://api.minimaxi.com/v1"),
|
|
),
|
|
],
|
|
style=questionary.Style([
|
|
("selected", "fg:cyan noinherit"),
|
|
("highlighted", "fg:cyan noinherit"),
|
|
("pointer", "fg:cyan noinherit"),
|
|
]),
|
|
).ask()
|
|
|
|
|
|
def confirm_ollama_endpoint(url: str) -> None:
|
|
"""Show the resolved Ollama endpoint after provider selection.
|
|
|
|
Surfaces three things the user benefits from seeing before model
|
|
selection: which URL we'll actually hit, where it came from
|
|
(`OLLAMA_BASE_URL` vs default), and a soft warning if the URL is
|
|
missing the scheme/port that ollama-serve expects. The warning is
|
|
advisory only — we don't reject malformed input, since the user may
|
|
be doing something deliberately unusual (e.g. a reverse-proxy path).
|
|
"""
|
|
from_env = os.environ.get("OLLAMA_BASE_URL")
|
|
origin = " (from OLLAMA_BASE_URL)" if from_env and from_env == url else ""
|
|
console.print(f"[green]✓ Using Ollama at {url}{origin}[/green]")
|
|
|
|
if not url.startswith(("http://", "https://")):
|
|
console.print(
|
|
f"[yellow]Note: {url!r} is missing a scheme. "
|
|
f"Ollama-serve typically expects a URL like "
|
|
f"http://<host>:11434/v1.[/yellow]"
|
|
)
|
|
elif ":11434" not in url and "://localhost" not in url and "://127.0.0.1" not in url:
|
|
# Soft hint when the port differs from the ollama-serve default
|
|
# and the host isn't local (where users sometimes proxy on :80).
|
|
console.print(
|
|
f"[yellow]Note: {url!r} doesn't include port 11434. "
|
|
f"Make sure your remote ollama-serve listens on the port "
|
|
f"shown above.[/yellow]"
|
|
)
|
|
|
|
|
|
def ensure_api_key(provider: str) -> Optional[str]:
|
|
"""Make sure the API key for `provider` is available in the environment.
|
|
|
|
If the env var is already set, returns its value untouched. Otherwise
|
|
interactively prompts the user, persists the value to the project's
|
|
.env file via python-dotenv's set_key (creating .env if needed), and
|
|
exports it into os.environ so the current process picks it up.
|
|
|
|
Returns None for providers that do not require a key (e.g. ollama)
|
|
and for providers not found in the canonical mapping.
|
|
"""
|
|
env_var = get_api_key_env(provider)
|
|
if env_var is None:
|
|
return None # ollama / unknown — no key check possible
|
|
|
|
# Key-optional providers (generic OpenAI-compatible / local servers) read the
|
|
# key when present but must never force an interactive prompt.
|
|
from tradingagents.llm_clients.openai_client import OPENAI_COMPATIBLE_PROVIDERS
|
|
spec = OPENAI_COMPATIBLE_PROVIDERS.get(provider.lower())
|
|
if spec is not None and spec.key_optional:
|
|
return os.environ.get(env_var)
|
|
|
|
existing = os.environ.get(env_var)
|
|
if existing:
|
|
return existing
|
|
|
|
console.print(
|
|
f"\n[yellow]{env_var} is not set in your environment.[/yellow]"
|
|
)
|
|
key = questionary.password(
|
|
f"Paste your {env_var} (will be saved to .env):",
|
|
style=questionary.Style([
|
|
("text", "fg:cyan"),
|
|
("highlighted", "noinherit"),
|
|
]),
|
|
).ask()
|
|
if not key:
|
|
console.print(
|
|
f"[red]Skipped. API calls will fail until {env_var} is set.[/red]"
|
|
)
|
|
return None
|
|
|
|
env_path = find_dotenv(usecwd=True) or str(Path.cwd() / ".env")
|
|
Path(env_path).touch(exist_ok=True)
|
|
set_key(env_path, env_var, key)
|
|
os.environ[env_var] = key
|
|
console.print(f"[green]Saved {env_var} to {env_path}[/green]")
|
|
return key
|
|
|
|
|
|
def ask_output_language() -> str:
|
|
"""Ask for report output language."""
|
|
choice = questionary.select(
|
|
"Select Output Language:",
|
|
choices=[
|
|
questionary.Choice("English (default)", "English"),
|
|
questionary.Choice("Chinese (中文)", "Chinese"),
|
|
questionary.Choice("Japanese (日本語)", "Japanese"),
|
|
questionary.Choice("Korean (한국어)", "Korean"),
|
|
questionary.Choice("Hindi (हिन्दी)", "Hindi"),
|
|
questionary.Choice("Spanish (Español)", "Spanish"),
|
|
questionary.Choice("Portuguese (Português)", "Portuguese"),
|
|
questionary.Choice("French (Français)", "French"),
|
|
questionary.Choice("German (Deutsch)", "German"),
|
|
questionary.Choice("Arabic (العربية)", "Arabic"),
|
|
questionary.Choice("Russian (Русский)", "Russian"),
|
|
questionary.Choice("Custom language", "custom"),
|
|
],
|
|
style=questionary.Style([
|
|
("selected", "fg:yellow noinherit"),
|
|
("highlighted", "fg:yellow noinherit"),
|
|
("pointer", "fg:yellow noinherit"),
|
|
]),
|
|
).ask()
|
|
|
|
if choice == "custom":
|
|
return questionary.text(
|
|
"Enter language name (e.g. Turkish, Vietnamese, Thai, Indonesian):",
|
|
validate=lambda x: len(x.strip()) > 0 or "Please enter a language name.",
|
|
).ask().strip()
|
|
|
|
return choice
|