Analyzing a symbol Yahoo Finance does not recognize (e.g. XAUUSD+) could
produce an invented price instead of an error. The agent now either prices
the correct instrument or clearly reports that data is unavailable.
Ticker support:
- Commodities/forex/crypto resolve to the symbol Yahoo actually serves, so
you can enter the common form and it just works:
XAUUSD / XAUUSD+ / GOLD -> GC=F (gold)
USOIL -> CL=F (WTI crude)
EURUSD -> EURUSD=X
BTCUSD -> BTC-USD
SPX500 / NAS100 -> ^GSPC / ^NDX
Native Yahoo symbols (AAPL, GC=F, ^GSPC) keep working unchanged. New
instruments are added by extending the alias table.
Reliability:
- Unknown or delisted symbols now return a clear "data unavailable" result
the agent reports verbatim, instead of a value the model fills in.
- A failed fetch no longer leaves a broken symbol cached until the cache is
cleared by hand.
196 lines
7.0 KiB
Python
196 lines
7.0 KiB
Python
from typing import Annotated
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# Import from vendor-specific modules
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from .y_finance import (
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get_YFin_data_online,
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get_stock_stats_indicators_window,
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get_fundamentals as get_yfinance_fundamentals,
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get_balance_sheet as get_yfinance_balance_sheet,
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get_cashflow as get_yfinance_cashflow,
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get_income_statement as get_yfinance_income_statement,
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get_insider_transactions as get_yfinance_insider_transactions,
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)
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from .yfinance_news import get_news_yfinance, get_global_news_yfinance
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from .alpha_vantage import (
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get_stock as get_alpha_vantage_stock,
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get_indicator as get_alpha_vantage_indicator,
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get_fundamentals as get_alpha_vantage_fundamentals,
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get_balance_sheet as get_alpha_vantage_balance_sheet,
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get_cashflow as get_alpha_vantage_cashflow,
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get_income_statement as get_alpha_vantage_income_statement,
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get_insider_transactions as get_alpha_vantage_insider_transactions,
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get_news as get_alpha_vantage_news,
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get_global_news as get_alpha_vantage_global_news,
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)
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from .alpha_vantage_common import AlphaVantageRateLimitError
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from .symbol_utils import NoMarketDataError
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# Configuration and routing logic
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from .config import get_config
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# Tools organized by category
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TOOLS_CATEGORIES = {
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"core_stock_apis": {
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"description": "OHLCV stock price data",
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"tools": [
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"get_stock_data"
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]
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},
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"technical_indicators": {
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"description": "Technical analysis indicators",
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"tools": [
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"get_indicators"
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]
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},
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"fundamental_data": {
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"description": "Company fundamentals",
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"tools": [
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"get_fundamentals",
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"get_balance_sheet",
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"get_cashflow",
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"get_income_statement"
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]
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},
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"news_data": {
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"description": "News and insider data",
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"tools": [
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"get_news",
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"get_global_news",
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"get_insider_transactions",
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]
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}
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}
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VENDOR_LIST = [
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"yfinance",
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"alpha_vantage",
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]
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# Mapping of methods to their vendor-specific implementations
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VENDOR_METHODS = {
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# core_stock_apis
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"get_stock_data": {
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"alpha_vantage": get_alpha_vantage_stock,
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"yfinance": get_YFin_data_online,
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},
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# technical_indicators
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"get_indicators": {
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"alpha_vantage": get_alpha_vantage_indicator,
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"yfinance": get_stock_stats_indicators_window,
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},
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# fundamental_data
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"get_fundamentals": {
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"alpha_vantage": get_alpha_vantage_fundamentals,
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"yfinance": get_yfinance_fundamentals,
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},
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"get_balance_sheet": {
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"alpha_vantage": get_alpha_vantage_balance_sheet,
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"yfinance": get_yfinance_balance_sheet,
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},
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"get_cashflow": {
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"alpha_vantage": get_alpha_vantage_cashflow,
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"yfinance": get_yfinance_cashflow,
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},
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"get_income_statement": {
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"alpha_vantage": get_alpha_vantage_income_statement,
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"yfinance": get_yfinance_income_statement,
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},
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# news_data
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"get_news": {
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"alpha_vantage": get_alpha_vantage_news,
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"yfinance": get_news_yfinance,
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},
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"get_global_news": {
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"yfinance": get_global_news_yfinance,
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"alpha_vantage": get_alpha_vantage_global_news,
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},
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"get_insider_transactions": {
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"alpha_vantage": get_alpha_vantage_insider_transactions,
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"yfinance": get_yfinance_insider_transactions,
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},
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}
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def get_category_for_method(method: str) -> str:
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"""Get the category that contains the specified method."""
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for category, info in TOOLS_CATEGORIES.items():
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if method in info["tools"]:
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return category
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raise ValueError(f"Method '{method}' not found in any category")
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def get_vendor(category: str, method: str = None) -> str:
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"""Get the configured vendor for a data category or specific tool method.
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Tool-level configuration takes precedence over category-level.
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"""
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config = get_config()
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# Check tool-level configuration first (if method provided)
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if method:
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tool_vendors = config.get("tool_vendors", {})
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if method in tool_vendors:
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return tool_vendors[method]
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# Fall back to category-level configuration
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return config.get("data_vendors", {}).get(category, "default")
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def route_to_vendor(method: str, *args, **kwargs):
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"""Route method calls to appropriate vendor implementation with fallback support."""
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category = get_category_for_method(method)
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vendor_config = get_vendor(category, method)
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primary_vendors = [v.strip() for v in vendor_config.split(',')]
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if method not in VENDOR_METHODS:
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raise ValueError(f"Method '{method}' not supported")
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# Build fallback chain: primary vendors first, then remaining available vendors
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all_available_vendors = list(VENDOR_METHODS[method].keys())
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fallback_vendors = primary_vendors.copy()
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for vendor in all_available_vendors:
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if vendor not in fallback_vendors:
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fallback_vendors.append(vendor)
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last_no_data: NoMarketDataError | None = None
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first_error: Exception | None = None
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for vendor in fallback_vendors:
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if vendor not in VENDOR_METHODS[method]:
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continue
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vendor_impl = VENDOR_METHODS[method][vendor]
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impl_func = vendor_impl[0] if isinstance(vendor_impl, list) else vendor_impl
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try:
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return impl_func(*args, **kwargs)
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except AlphaVantageRateLimitError:
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continue # Rate limits: try the next vendor
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except NoMarketDataError as e:
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last_no_data = e # No data here; another vendor may have it
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continue
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except Exception as e:
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# A fallback vendor failing for an incidental reason (e.g. no API
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# key configured) must not crash the call when another vendor
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# already determined the symbol simply has no data. Remember the
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# first error so a genuine primary-vendor failure still surfaces.
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if first_error is None:
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first_error = e
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continue
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# If any vendor reported "no data", the symbol is genuinely unavailable.
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# Return one explicit, instructive sentinel rather than a vendor-specific
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# empty string, so the agent reports "unavailable" instead of inventing a
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# value. This takes precedence over incidental fallback errors.
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if last_no_data is not None:
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sym = last_no_data.symbol
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canonical = last_no_data.canonical
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resolved = "" if canonical == sym else f" (resolved to '{canonical}')"
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return (
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f"NO_DATA_AVAILABLE: No market data found for '{sym}'{resolved} from "
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f"any configured vendor. The symbol may be invalid, delisted, or not "
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f"covered by Yahoo Finance / Alpha Vantage. Do not estimate or "
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f"fabricate values — report that data is unavailable for this symbol."
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)
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# No vendor returned data and none reported clean "no data" — surface the
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# first real error (e.g. the primary vendor's network failure).
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if first_error is not None:
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raise first_error
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raise RuntimeError(f"No available vendor for '{method}'") |