CrewAI Agents for Stock Analysis (Works with Local Ollama LLMs!)
AI Summary
Summary: Crew AI Framework Overview
- Introduction
- Crew AI is a straightforward and effective agent framework.
- It’s under active development but simpler to use than others.
- Core Concepts
- Agents: Powered by LLMs.
- Tasks: Assignments given to agents.
- Tools: Created or pre-built, used by agents to accomplish tasks.
- Stock Analysis Example
- Agents: Financial Analyst, Research Analyst, Investment Adviser.
- Tasks: Research, financial analysis, SEC filings review, and recommendations.
- Tools: Browse tools for web data, calculators, and SEC filings search tool.
- Personal Project
- Created a crew to gather financial data from an API and generate visual reports.
- Agents used include a markdown report creator, chart creator, and markdown writer.
- Tools include data extraction, charting, and markdown writing tools.
- Tasks involve parsing inputs, retrieving data, creating charts, and writing markdown reports.
- Implementation Details
- Agents have roles, goals, and backstories to guide their actions.
- Tools are skills that agents use, with some pre-built options available.
- Tasks are concrete goals for agents to achieve, with clear expected outputs.
- Processes orchestrate task execution in a sequential manner.
- Running the Project
- The user inputs a company symbol and desired metrics.
- Agents extract relevant data, retrieve it from an API, create charts, and compile a markdown report.
- The system is capable of handling multiple metrics and companies.
- Conclusion
- Crew AI is useful for research and creative tasks.
- It has potential for automating complex research and report generation.
- The framework allows for customization and use of cheaper LLMs for simpler tasks.