updated finance tools

agent.py

@@ -29,7 +29,7 @@ tickers = {
     "BK": "Bank of New York Mellon",
     "C": "Citigroup",
 }
-years = [2020, 2021, 2022, 2023, 2024]
+years = range(2015, 2025)
 initial_prompt = "How can I help you today?"
 
 def create_assistant_tools(cfg):
@@ -50,7 +50,7 @@ def create_assistant_tools(cfg):
         return years
 
     # Tool to get the income statement for a given company and year using the FMP API
-    def get_income_statement(
+    def fmp_income_statement(
         ticker: str = Field(description="the ticker symbol of the company."),
         year: int = Field(description="the year for which to get the income statement."),
     ) -> str:
@@ -77,6 +77,8 @@ def create_assistant_tools(cfg):
         
         return f"FMP API returned error {response.status_code}. This tool does not work."
 
+
+
     class QueryTranscriptsArgs(BaseModel):
         query: str = Field(..., description="The user query.")
         year: int = Field(..., description=f"The year this query relates to. An integer between {min(years)} and {max(years)}.")
@@ -106,7 +108,7 @@ def create_assistant_tools(cfg):
                 [
                     get_company_info,
                     get_valid_years,
-                    get_income_statement,
+                    fmp_income_statement,
                 ]
             ] +
             tools_factory.financial_tools() +
@@ -118,14 +120,16 @@ def initialize_agent(_cfg, agent_progress_callback=None):
     - You are a helpful financial assistant, with expertise in financial reporting, in conversation with a user. 
     - Use the ask_transcripts tool to answer most questions about the company's financial performance, risks, opportunities, strategy, competitors, and more.
     - responses from ask_transcripts are summarized. You don't need to further summarize them.
-    - Use the get_income_statement tool only to receive financial data like revenue, net income, and other financial metrics for a specific company and year.
     - Respond in a compact format by using appropriate units of measure (e.g., K for thousands, M for millions, B for billions). 
       Do not report the same number twice (e.g. $100K and 100,000 USD).
-    - Always check the get_company_info and get_valid_years tools to validate company and year are valid.
+    - Always use the 'income_statement' tool to obtain accurate financial data like revenues, expenses, net income, and other financial metrics for a specific company for the last 5 years.
+    - Use the 'fmp_income_statement' tool (with the company ticker and year) to obtain financial data for any year before 2020.
+    - Always check the 'get_company_info' and 'get_valid_years' tools to validate company and year are valid.
     - Do not include URLs unless they are provided in the output of a tool you use.
     - When querying a tool for a numeric value or KPI, use a concise and non-ambiguous description of what you are looking for. 
     - If you calculate a metric, make sure you have all the necessary information to complete the calculation. Don't guess.
     """
+#    - Use the get_income_statement tool only to receive financial data like revenue, net income, and other financial metrics for a specific company and year.
 
     agent = Agent(
         tools=create_assistant_tools(_cfg),