MaverickMCP

""" Prompt service for MaverickMCP API. Handles trading and investing prompts for technical analysis and stock screening. Extracted from server.py to improve code organization and maintainability. """ from .base_service import BaseService class PromptService(BaseService): """ Service class for prompt operations. Provides trading and investing prompts for technical analysis and stock screening. """ def register_tools(self): """Register prompt tools with MCP.""" @self.mcp.prompt() def technical_analysis(ticker: str, timeframe: str = "daily") -> str: """ Generate a comprehensive technical analysis prompt for a given stock. Args: ticker: Stock ticker symbol (e.g., "AAPL", "MSFT") timeframe: Analysis timeframe - "daily", "weekly", or "monthly" Returns: Formatted prompt for technical analysis """ return self._technical_analysis_prompt(ticker, timeframe) @self.mcp.prompt() def stock_screening_report(strategy: str = "momentum") -> str: """ Generate a stock screening analysis prompt based on specified strategy. Args: strategy: Screening strategy - "momentum", "value", "growth", "quality", or "dividend" Returns: Formatted prompt for stock screening analysis """ return self._stock_screening_prompt(strategy) def _technical_analysis_prompt(self, ticker: str, timeframe: str = "daily") -> str: """Generate technical analysis prompt implementation.""" # Validate inputs valid_timeframes = ["daily", "weekly", "monthly"] if timeframe not in valid_timeframes: timeframe = "daily" ticker = ticker.upper().strip() prompt = f""" # Technical Analysis Request for {ticker} Please provide a comprehensive technical analysis for **{ticker}** using {timeframe} timeframe data. ## Analysis Requirements: ### 1. Price Action Analysis - Current price level and recent price movement - Key support and resistance levels - Trend direction (bullish, bearish, or sideways) - Chart patterns (if any): triangles, flags, head & shoulders, etc. ### 2. Technical Indicators Analysis Please analyze these key indicators: **Moving Averages:** - 20, 50, 200-period moving averages - Price position relative to moving averages - Moving average convergence/divergence signals **Momentum Indicators:** - RSI (14-period): overbought/oversold conditions - MACD: signal line crossovers and histogram - Stochastic oscillator: %K and %D levels **Volume Analysis:** - Recent volume trends - Volume confirmation of price moves - On-balance volume (OBV) trend ### 3. Market Context - Overall market trend and {ticker}'s correlation - Sector performance and relative strength - Recent news or events that might impact the stock ### 4. Trading Recommendations Based on the technical analysis, please provide: - **Entry points**: Optimal buy/sell levels - **Stop loss**: Risk management levels - **Target prices**: Profit-taking levels - **Time horizon**: Short-term, medium-term, or long-term outlook - **Risk assessment**: High, medium, or low risk trade ### 5. Alternative Scenarios - Bull case: What would drive the stock higher? - Bear case: What are the key risks or downside catalysts? - Base case: Most likely scenario given current technicals ## Additional Context: - Timeframe: {timeframe.title()} analysis - Analysis date: {self._get_current_date()} - Please use the most recent market data available - Consider both technical and fundamental factors if relevant Please structure your analysis clearly and provide actionable insights for traders and investors. """ self.log_tool_usage( "technical_analysis_prompt", ticker=ticker, timeframe=timeframe ) return prompt.strip() def _stock_screening_prompt(self, strategy: str = "momentum") -> str: """Generate stock screening prompt implementation.""" # Validate strategy valid_strategies = ["momentum", "value", "growth", "quality", "dividend"] if strategy not in valid_strategies: strategy = "momentum" strategy_configs = { "momentum": { "title": "Momentum Stock Screening", "description": "Identify stocks with strong price momentum and technical strength", "criteria": [ "Strong relative strength (RS rating > 80)", "Price above 50-day and 200-day moving averages", "Recent breakout from consolidation pattern", "Volume surge on breakout", "Positive earnings growth", "Strong sector performance", ], "metrics": [ "Relative Strength Index (RSI)", "Price rate of change (ROC)", "Volume relative to average", "Distance from moving averages", "Earnings growth rate", "Revenue growth rate", ], }, "value": { "title": "Value Stock Screening", "description": "Find undervalued stocks with strong fundamentals", "criteria": [ "Low P/E ratio relative to industry", "P/B ratio below 2.0", "Debt-to-equity ratio below industry average", "Positive free cash flow", "Dividend yield above market average", "Strong return on equity (ROE > 15%)", ], "metrics": [ "Price-to-Earnings (P/E) ratio", "Price-to-Book (P/B) ratio", "Price-to-Sales (P/S) ratio", "Enterprise Value/EBITDA", "Free cash flow yield", "Return on equity (ROE)", ], }, "growth": { "title": "Growth Stock Screening", "description": "Identify companies with accelerating growth metrics", "criteria": [ "Revenue growth > 20% annually", "Earnings growth acceleration", "Strong profit margins", "Expanding market share", "Innovation and competitive advantages", "Strong management execution", ], "metrics": [ "Revenue growth rate", "Earnings per share (EPS) growth", "Profit margin trends", "Return on invested capital (ROIC)", "Price/Earnings/Growth (PEG) ratio", "Market share metrics", ], }, "quality": { "title": "Quality Stock Screening", "description": "Find high-quality companies with sustainable competitive advantages", "criteria": [ "Consistent earnings growth (5+ years)", "Strong balance sheet (low debt)", "High return on equity (ROE > 20%)", "Wide economic moat", "Stable or growing market share", "Strong management track record", ], "metrics": [ "Return on equity (ROE)", "Return on assets (ROA)", "Debt-to-equity ratio", "Interest coverage ratio", "Earnings consistency", "Free cash flow stability", ], }, "dividend": { "title": "Dividend Stock Screening", "description": "Identify stocks with attractive and sustainable dividend yields", "criteria": [ "Dividend yield between 3-8%", "Dividend growth history (5+ years)", "Payout ratio below 60%", "Strong free cash flow coverage", "Stable or growing earnings", "Defensive business model", ], "metrics": [ "Dividend yield", "Dividend growth rate", "Payout ratio", "Free cash flow coverage", "Dividend aristocrat status", "Earnings stability", ], }, } config = strategy_configs[strategy] prompt = f""" # {config["title"]} Analysis Request Please conduct a comprehensive {strategy} stock screening analysis to {config["description"]}. ## Screening Criteria: ### Primary Filters: {chr(10).join(f"- {criteria}" for criteria in config["criteria"])} ### Key Metrics to Analyze: {chr(10).join(f"- {metric}" for metric in config["metrics"])} ## Analysis Framework: ### 1. Market Environment Assessment - Current market conditions and {strategy} stock performance - Sector rotation trends favoring {strategy} strategies - Economic factors supporting {strategy} investing - Historical performance of {strategy} strategies in similar conditions ### 2. Stock Screening Process Please apply the following methodology: - **Universe**: Focus on large and mid-cap stocks (market cap > $2B) - **Liquidity**: Average daily volume > 1M shares - **Fundamental Screening**: Apply the primary filters listed above - **Technical Validation**: Confirm with technical analysis - **Risk Assessment**: Evaluate potential risks and catalysts ### 3. Top Stock Recommendations For each recommended stock, provide: - **Company overview**: Business model and competitive position - **Why it fits the {strategy} criteria**: Specific metrics and rationale - **Risk factors**: Key risks to monitor - **Price targets**: Entry points and target prices - **Position sizing**: Recommended allocation (1-5% portfolio weight) ### 4. Portfolio Construction - **Diversification**: Spread across sectors and industries - **Risk management**: Position sizing and stop-loss levels - **Rebalancing**: When and how to adjust positions - **Performance monitoring**: Key metrics to track ### 5. Implementation Strategy - **Entry strategy**: Best practices for building positions - **Timeline**: Short-term vs. long-term holding periods - **Market timing**: Consider current market cycle - **Tax considerations**: Tax-efficient implementation ## Additional Requirements: - Screen date: {self._get_current_date()} - Market cap focus: Large and mid-cap stocks - Geographic focus: US markets (can include international if compelling) - Minimum liquidity: $10M average daily volume - Exclude recent IPOs (< 6 months) unless exceptionally compelling ## Output Format: 1. **Executive Summary**: Key findings and market outlook 2. **Top 10 Stock Recommendations**: Detailed analysis for each 3. **Sector Allocation**: Recommended sector weights 4. **Risk Assessment**: Portfolio-level risks and mitigation 5. **Performance Expectations**: Expected returns and timeline Please provide actionable insights that can be immediately implemented in a {strategy}-focused investment strategy. """ self.log_tool_usage("stock_screening_prompt", strategy=strategy) return prompt.strip() def _get_current_date(self) -> str: """Get current date in readable format.""" from datetime import UTC, datetime return datetime.now(UTC).strftime("%B %d, %Y")