generate_investment_memo
Create a 2-page investment memo with financial analysis for a company using its ticker symbol, generating a Word document with consolidated financial data.
Instructions
Generate a 2-page investment memo (Word doc) with financial analysis / Gerar memorando de investimento
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | Company ticker symbol (e.g., 'TECH') |
Implementation Reference
- fccs_agent/tools/memo.py:9-32 (handler)The main asynchronous handler function that executes the generate_investment_memo tool. Currently a placeholder returning mock data.async def generate_investment_memo(ticker: str) -> dict[str, Any]: """Generate a 2-page investment memo (Word doc) with financial analysis. Gerar memorando de investimento (Word) com analise financeira. Args: ticker: Company ticker symbol (e.g., 'TECH'). Returns: dict: Path to generated memo file and summary. """ # Placeholder - full implementation will use: # - KenshoMockService for financial data # - FinancialAnalyzer for analysis # - MemoGenerator for Word document creation return { "status": "success", "data": { "ticker": ticker, "message": "Investment memo generation requires full implementation", "note": "This will generate a Word document with financial analysis" } }
- fccs_agent/tools/memo.py:35-50 (schema)The tool definition including name, description, and input schema for validation.TOOL_DEFINITIONS = [ { "name": "generate_investment_memo", "description": "Generate a 2-page investment memo (Word doc) with financial analysis / Gerar memorando de investimento", "inputSchema": { "type": "object", "properties": { "ticker": { "type": "string", "description": "Company ticker symbol (e.g., 'TECH')", }, }, "required": ["ticker"], }, }, ]
- fccs_agent/agent.py:138-140 (registration)Registration of the tool handler in the central TOOL_HANDLERS dictionary.# Memo "generate_investment_memo": memo.generate_investment_memo, }