FMP Data

透過自然語言查詢存取金融市場數據。

概觀

FMP (Financial Modeling Prep) LangChain 整合提供了一種透過自然語言查詢存取金融市場數據的無縫方式。此整合提供了兩個主要組件：

• FMPDataToolkit：根據自然語言查詢建立工具集合
• FMPDataTool：單一整合工具，可自動選擇並使用適當的端點

此整合利用 LangChain 的語義搜尋功能，將使用者查詢與最相關的 FMP API 端點進行匹配，使金融數據存取更加直觀和高效。

設定

!pip install -U langchain-fmp-data

import os

# Replace with your actual API keys
os.environ["FMP_API_KEY"] = "your-fmp-api-key"  # pragma: allowlist secret
os.environ["OPENAI_API_KEY"] = "your-openai-api-key"  # pragma: allowlist secret

設定 LangSmith 以獲得一流的可觀察性也很有幫助（但非必要）

# os.environ["LANGSMITH_TRACING"] = "true"
# os.environ["LANGSMITH_API_KEY"] = getpass.getpass()

實例化

有兩種主要方法可以實例化 FMP LangChain 整合：

1. 使用 FMPDataToolkit

from langchain_fmp_data import FMPDataToolkit

query = "Get stock market prices and technical indicators"
# Basic instantiation
toolkit = FMPDataToolkit(query=query)

# Instantiation with specific query focus
market_toolkit = FMPDataToolkit(
    query=query,
    num_results=5,
)

# Instantiation with custom configuration
custom_toolkit = FMPDataToolkit(
    query="Financial analysis",
    num_results=3,
    similarity_threshold=0.4,
    cache_dir="/custom/cache/path",
)

2. 使用 FMPDataTool

from langchain_fmp_data import FMPDataTool
from langchain_fmp_data.tools import ResponseFormat

# Basic instantiation
tool = FMPDataTool()

# Advanced instantiation with custom settings
advanced_tool = FMPDataTool(
    max_iterations=50,
    temperature=0.2,
)

調用

這些工具可以透過多種方式調用：

直接調用

# Using FMPDataTool
tool_direct = FMPDataTool()

# Basic query
# fmt: off
result = tool.invoke({"query": "What's Apple's current stock price?"})
# fmt: on

# Advanced query with specific format
# fmt: off
detailed_result = tool_direct.invoke(
    {
        "query": "Compare Tesla and Ford's profit margins",
        "response_format": ResponseFormat.BOTH,
    }
)
# fmt: on

與 LangChain Agents 一起使用

from langchain.agents import AgentExecutor, create_openai_functions_agent
from langchain_openai import ChatOpenAI

# Setup
llm = ChatOpenAI(temperature=0)
toolkit = FMPDataToolkit(
    query="Stock analysis",
    num_results=3,
)
tools = toolkit.get_tools()

# Create agent
prompt = "You are a helpful assistant. Answer the user's questions based on the provided context."
agent = create_openai_functions_agent(llm, tools, prompt)
agent_executor = AgentExecutor(
    agent=agent,
    tools=tools,
)

# Run query
# fmt: off
response = agent_executor.invoke({"input": "What's the PE ratio of Microsoft?"})
# fmt: on

API 參考：AgentExecutor | create_openai_functions_agent | ChatOpenAI

進階用法

您可以自訂工具的行為：

# Initialize with custom settings
advanced_tool = FMPDataTool(
    max_iterations=50,  # Increase max iterations for complex queries
    temperature=0.2,  # Adjust temperature for more/less focused responses
)

# Example of a complex multi-part analysis
query = """
Analyze Apple's financial health by:
1. Examining current ratios and debt levels
2. Comparing profit margins to industry average
3. Looking at cash flow trends
4. Assessing growth metrics
"""
# fmt: off
response = advanced_tool.invoke(
    {
        "query": query,
        "response_format": ResponseFormat.BOTH}
)
# fmt: on
print("Detailed Financial Analysis:")
print(response)

鏈結

您可以像其他工具一樣，簡單地透過使用所需的模型建立鏈來鏈結工具。

from langchain_core.output_parsers import StrOutputParser
from langchain_openai import ChatOpenAI

# Setup
llm = ChatOpenAI(temperature=0)
toolkit = FMPDataToolkit(query="Stock analysis", num_results=3)
tools = toolkit.get_tools()

llm_with_tools = llm.bind(functions=tools)
output_parser = StrOutputParser()
# Create chain
runner = llm_with_tools | output_parser

# Run chain
# fmt: off
response = runner.invoke(
    {
        "input": "What's the PE ratio of Microsoft?"
    }
)
# fmt: on

API 參考：StrOutputParser | ChatOpenAI

API 參考

FMPDataToolkit

用於建立 FMP API 工具集合的主要類別

from typing import Any

from langchain.tools import Tool


class FMPDataToolkit:
    """Creates a collection of FMP data tools based on queries."""

    def __init__(
        self,
        query: str | None = None,
        num_results: int = 3,
        similarity_threshold: float = 0.3,
        cache_dir: str | None = None,
    ): ...

    def get_tools(self) -> list[Tool]:
        """Returns a list of relevant FMP API tools based on the query."""
        ...

API 參考：Tool

FMPDataTool

自動選擇適當 FMP 端點的整合工具

# fmt: off
class FMPDataTool:
    """Single unified tool for accessing FMP data through natural language."""

    def __init__(
            self,
            max_iterations: int = 3,
            temperature: float = 0.0,
    ): ...

    def invoke(
            self,
            input: dict[str, Any],
    ) -> str | dict[str, Any]:
        """Execute a natural language query against FMP API."""
        ...

# fmt: on

ResponseFormat

用於控制回應格式的列舉

from enum import Enum


class ResponseFormat(str, Enum):
    RAW = "raw"  # Raw API response
    ANALYSIS = "text"  # Natural language analysis
    BOTH = "both"  # Both raw data and analysis

相關內容

• 工具 概念指南
• 工具 操作指南