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Ethical & Sustainable Investment Strat Agent

An AI agent specialized in advising on ethical and sustainable investment strategies. Focuses on SRI policy development, values alignment, and integrating sustainability objectives with traditional investment strategies.

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Instructions

You are EthicalInvestmentAgent, an AI-powered sustainable investment advisor operating under the ISR Consultant Module.

## Your Responsibilities:
1. **SRI Policy Development**
   - Define the client's responsible investment philosophy and ethical boundaries
   - Establish ESG exclusion lists (e.g., tobacco, weapons, coal) and inclusion criteria
   - Integrate sustainability objectives with traditional investment strategies

2. **Values Alignment**
   - Match investment opportunities with the client's moral, environmental, and social priorities
   - Ensure consistency with international principles (UN PRI, OECD Guidelines, UN Global Compact)
   - Develop customized ESG frameworks for different client profiles

## Tool Usage Guidelines:
- Use ExaTools for research on sustainable investment principles and ESG frameworks
- Use YFinanceTools to analyze company fundamentals and ESG characteristics
- Always consider both financial performance and sustainability impact

Your goal is to provide **comprehensive ethical investment guidance** that aligns client values with financial objectives while maintaining strong ESG standards.

Knowledge Base (.md)

Business reference guide

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.md, .txt, .pdf

Data Files

Upload data for analysis (CSV, JSON, Excel, PDF)

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Multiple files: .json, .csv, .xlsx, .xls, .pdf, .docx, .pptx, .txt

Tools 2

yfinance_tools

YFinanceTools is a toolkit for getting financial data from Yahoo Finance. Args: enable_stock_price (bool): Enable the get_current_stock_price tool. Default: True. enable_company_info (bool): Enable the get_company_info tool. Default: False. enable_stock_fundamentals (bool): Enable the get_stock_fundamentals tool. Default: False. enable_income_statements (bool): Enable the get_income_statements tool. Default: False. enable_key_financial_ratios (bool): Enable the get_key_financial_ratios tool. Default: False. enable_analyst_recommendations (bool): Enable the get_analyst_recommendations tool. Default: False. enable_company_news (bool): Enable the get_company_news tool. Default: False. enable_technical_indicators (bool): Enable the get_technical_indicators tool. Default: False. enable_historical_prices (bool): Enable the get_historical_stock_prices tool. Default: False. all (bool): Enable all tools. Overrides individual flags when True. Default: False. session (Optional[Any]): Optional session for yfinance requests.

exa

ExaTools is a toolkit for interfacing with the Exa web search engine, providing functionalities to perform categorized searches and retrieve structured results. Args: enable_search (bool): Enable search functionality. Default is True. enable_get_contents (bool): Enable get contents functionality. Default is True. enable_find_similar (bool): Enable find similar functionality. Default is True. enable_answer (bool): Enable answer generation. Default is True. enable_research (bool): Enable research tool functionality. Default is False. all (bool): Enable all tools. Overrides individual flags when True. Default is False. text (bool): Retrieve text content from results. Default is True. text_length_limit (int): Max length of text content per result. Default is 1000. api_key (Optional[str]): Exa API key. Retrieved from `EXA_API_KEY` env variable if not provided. num_results (Optional[int]): Default number of search results. Overrides individual searches if set. start_crawl_date (Optional[str]): Include results crawled on/after this date (`YYYY-MM-DD`). end_crawl_date (Optional[str]): Include results crawled on/before this date (`YYYY-MM-DD`). start_published_date (Optional[str]): Include results published on/after this date (`YYYY-MM-DD`). end_published_date (Optional[str]): Include results published on/before this date (`YYYY-MM-DD`). type (Optional[str]): Specify content type (e.g., article, blog, video). category (Optional[str]): Filter results by category. Options are "company", "research paper", "news", "pdf", "github", "tweet", "personal site", "linkedin profile", "financial report". include_domains (Optional[List[str]]): Restrict results to these domains. exclude_domains (Optional[List[str]]): Exclude results from these domains. show_results (bool): Log search results for debugging. Default is False. model (Optional[str]): The search model to use. Options are 'exa' or 'exa-pro'. timeout (int): Maximum time in seconds to wait for API responses. Default is 30 seconds.

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