chore: import upstream snapshot with attribution
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from pydantic import BaseModel
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from agents import Agent
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# Generate a plan of searches to ground the financial analysis.
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# For a given financial question or company, we want to search for
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# recent news, official filings, analyst commentary, and other
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# relevant background.
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PROMPT = (
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"You are a financial research planner. Given a request for financial analysis, "
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"produce a set of web searches to gather the context needed. Aim for recent "
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"headlines, earnings calls or 10‑K snippets, analyst commentary, and industry background. "
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"Output between 5 and 15 search terms to query for."
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)
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class FinancialSearchItem(BaseModel):
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reason: str
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"""Your reasoning for why this search is relevant."""
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query: str
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"""The search term to feed into a web (or file) search."""
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class FinancialSearchPlan(BaseModel):
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searches: list[FinancialSearchItem]
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"""A list of searches to perform."""
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planner_agent = Agent(
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name="FinancialPlannerAgent",
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instructions=PROMPT,
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model="o3-mini",
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output_type=FinancialSearchPlan,
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)
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