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|
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{ |
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"cells": [ |
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{ |
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"cell_type": "markdown", |
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"id": "306f1a67-4f1c-4aed-8f80-2a8458a1bce5", |
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"metadata": {}, |
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"source": [ |
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"# Stock data analysis" |
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] |
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}, |
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{ |
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"cell_type": "code", |
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"execution_count": null, |
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"id": "4e2a9393-7767-488e-a8bf-27c12dca35bd", |
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"metadata": {}, |
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"outputs": [], |
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"source": [ |
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"import os\n", |
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"import requests\n", |
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"from dotenv import load_dotenv\n", |
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"from bs4 import BeautifulSoup\n", |
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"from IPython.display import Markdown, display\n", |
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"from openai import OpenAI\n", |
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"\n", |
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"# If you get an error running this cell, then please head over to the troubleshooting notebook!" |
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] |
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}, |
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{ |
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"cell_type": "markdown", |
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"id": "6900b2a8-6384-4316-8aaa-5e519fca4254", |
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"metadata": {}, |
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"source": [ |
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"# Connecting to OpenAI" |
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] |
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}, |
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{ |
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"cell_type": "code", |
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"execution_count": null, |
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"id": "7b87cadb-d513-4303-baee-a37b6f938e4d", |
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"metadata": {}, |
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"outputs": [], |
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"source": [ |
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"# Load environment variables in a file called .env\n", |
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"\n", |
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"load_dotenv(override=True)\n", |
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"api_key = os.getenv('OPENAI_API_KEY')\n", |
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"\n", |
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"# Check the key\n", |
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"\n", |
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"if not api_key:\n", |
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" print(\"No API key was found - please head over to the troubleshooting notebook in this folder to identify & fix!\")\n", |
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"elif not api_key.startswith(\"sk-proj-\"):\n", |
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" print(\"An API key was found, but it doesn't start sk-proj-; please check you're using the right key - see troubleshooting notebook\")\n", |
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"elif api_key.strip() != api_key:\n", |
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" print(\"An API key was found, but it looks like it might have space or tab characters at the start or end - please remove them - see troubleshooting notebook\")\n", |
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"else:\n", |
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" print(\"API key found and looks good so far!\")\n" |
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] |
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}, |
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{ |
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"cell_type": "code", |
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"execution_count": null, |
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"id": "019974d9-f3ad-4a8a-b5f9-0a3719aea2d3", |
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"metadata": {}, |
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"outputs": [], |
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"source": [ |
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"openai = OpenAI()" |
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] |
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}, |
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{ |
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"cell_type": "code", |
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"execution_count": null, |
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"id": "51d42a08-188e-4c56-9578-47cd549bd1d8", |
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"metadata": {}, |
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"outputs": [], |
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"source": [ |
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"from urllib.parse import urlencode\n", |
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"import datetime\n", |
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"\n", |
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"headers = {\n", |
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" \"User-Agent\": \"Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/117.0.0.0 Safari/537.36\"\n", |
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"}" |
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] |
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}, |
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{ |
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"cell_type": "code", |
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"execution_count": null, |
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"id": "682eff74-55c4-4d4b-b267-703edbc293c7", |
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"metadata": {}, |
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"outputs": [], |
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"source": [ |
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"class YahooFinanceWebsite:\n", |
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" def __init__(self, stock_symbol):\n", |
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" \"\"\"\n", |
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" Create this Website object from the given url using the BeautifulSoup library\n", |
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" \"\"\"\n", |
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" self.stock_symbol = stock_symbol.upper()\n", |
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"\n", |
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" def __build_url(self, params):\n", |
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" base_url = f\"https://finance.yahoo.com/quote/{self.stock_symbol}/history/\"\n", |
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" query_string = urlencode(params)\n", |
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" return f\"{base_url}?{query_string}\"\n", |
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"\n", |
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" def get_stock_data(self):\n", |
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" datetime_now = datetime.datetime.now()\n", |
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" datetime_year_ago = datetime_now - datetime.timedelta(days=365)\n", |
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" params = {\"frequency\": \"1wk\", \"period1\": datetime_year_ago.timestamp(), \"period2\": datetime_now.timestamp()}\n", |
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" url = self.__build_url(params)\n", |
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" response = requests.get(url, headers=headers)\n", |
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"\n", |
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" soup = BeautifulSoup(response.content, 'html.parser')\n", |
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" \n", |
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" title = soup.title.string if soup.title else \"No title found\"\n", |
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" for irrelevant in soup.body([\"script\", \"style\", \"img\", \"input\"]):\n", |
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" irrelevant.decompose()\n", |
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"\n", |
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" html_table_data = soup.find(\"table\")\n", |
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"\n", |
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" return title, html_table_data" |
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] |
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}, |
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{ |
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"cell_type": "code", |
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"execution_count": null, |
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"id": "70b8d7e7-51e7-4392-9b85-9ac9f67a907c", |
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"metadata": {}, |
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"outputs": [], |
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"source": [ |
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"def build_stock_analysis_prompt(stock_symbol, title, stock_table_data):\n", |
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" sys_prompt = r\"\"\"You are an assistant that analyzes the contents of HTML formated table that contains data on a specific stock.\n", |
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" The HTML table contains the date, open price, close price, low and highs aggregated for every week over one year timeframe.\n", |
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" Ignoring text, tags or html attributes that might be navigation related. \n", |
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" Respond in Markdown format\"\"\"\n", |
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" \n", |
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" user_prompt = f\"The data provided below in the HTML table format for {stock_symbol} from the Yahoo Finances.\\\n", |
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" Make the explaination easy enough for a newbie to understand. \\\n", |
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" Analyze and Summarize the trends on this stock:\\n{stock_table_data}\\n\\n\\\n", |
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" Also, calculate the total returns in percentage one could have expected over this period.\"\n", |
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" \n", |
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" return [\n", |
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" {\"role\": \"system\", \"content\": sys_prompt},\n", |
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" {\"role\": \"user\", \"content\": user_prompt}\n", |
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" ]" |
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] |
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}, |
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{ |
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"cell_type": "code", |
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"execution_count": null, |
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"id": "de514421-4cc8-4881-85b4-97f03e94c589", |
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"metadata": {}, |
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"outputs": [], |
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"source": [ |
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"def analyze_stock_trends(stock_symbol):\n", |
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" stock_data_page = YahooFinanceWebsite(stock_symbol)\n", |
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" title, stock_table_data = stock_data_page.get_stock_data()\n", |
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" response = openai.chat.completions.create(\n", |
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" model = \"gpt-4o-mini\",\n", |
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" messages = build_stock_analysis_prompt(stock_symbol, title, stock_table_data)\n", |
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" )\n", |
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" return response.choices[0].message.content\n", |
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"\n", |
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"def display_analysis(stock_symbol):\n", |
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" display(Markdown(analyze_stock_trends(stock_symbol)))" |
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] |
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}, |
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{ |
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"cell_type": "code", |
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"execution_count": null, |
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"id": "41acc36f-484a-4257-a240-cf27520e7396", |
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"metadata": {}, |
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"outputs": [], |
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"source": [ |
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"display_analysis(\"GOOG\")" |
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] |
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}, |
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{ |
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"cell_type": "code", |
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"execution_count": null, |
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"id": "7e09541f-bbc4-4cf3-a1ef-9ed5e1b718e4", |
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"metadata": {}, |
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"outputs": [], |
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"source": [ |
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"display_analysis(\"PFE\")" |
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] |
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}, |
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{ |
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"cell_type": "code", |
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"execution_count": null, |
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"id": "e6af9395-0c5c-4265-a309-baba786bfa71", |
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"metadata": {}, |
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"outputs": [], |
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"source": [ |
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"display_analysis(\"AAPL\")" |
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] |
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}, |
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{ |
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"cell_type": "code", |
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"execution_count": null, |
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"id": "afe4f6d1-a6ea-44b5-81ae-8e756cfc0d84", |
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"metadata": {}, |
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"outputs": [], |
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"source": [] |
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} |
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], |
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"metadata": { |
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"kernelspec": { |
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"display_name": "Python 3 (ipykernel)", |
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"language": "python", |
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"name": "python3" |
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}, |
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"language_info": { |
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"codemirror_mode": { |
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"name": "ipython", |
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"version": 3 |
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}, |
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"file_extension": ".py", |
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"mimetype": "text/x-python", |
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"name": "python", |
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"nbconvert_exporter": "python", |
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"pygments_lexer": "ipython3", |
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"version": "3.11.11" |
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} |
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}, |
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"nbformat": 4, |
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"nbformat_minor": 5 |
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} |
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