Task/auto-pad holdings table in AI prompt using tablemark (#5772)

* Auto-pad holdings table in AI prompt using tablemark

* Update changelog

CHANGELOG.md

@@ -17,6 +17,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Changed
 
+- Formatted the holdings table in the _Copy AI prompt to clipboard for analysis_ action on the analysis page (experimental)
+- Formatted the holdings table in the _Copy portfolio data to clipboard for AI prompt_ action of the analysis page (experimental)
 - Improved the language localization for German (`de`)
 
 ## 2.209.0 - 2025-10-18

apps/api/src/app/endpoints/ai/ai.service.ts

@@ -10,6 +10,7 @@ import type { AiPromptMode } from '@ghostfolio/common/types';
 import { Injectable } from '@nestjs/common';
 import { createOpenRouter } from '@openrouter/ai-sdk-provider';
 import { generateText } from 'ai';
+import tablemark, { ColumnDescriptor } from 'tablemark';
 
 @Injectable()
 export class AiService {
@@ -58,34 +59,50 @@ export class AiService {
       userId
     });
 
-    const holdingsTable = [
+    const holdingsTableColumns: ColumnDescriptor[] = [
-      '| Name | Symbol | Currency | Asset Class | Asset Sub Class | Allocation in Percentage |',
+      { name: 'Name' },
-      '| --- | --- | --- | --- | --- | --- |',
+      { name: 'Symbol' },
-      ...Object.values(holdings)
+      { name: 'Currency' },
-        .sort((a, b) => {
+      { name: 'Asset Class' },
-          return b.allocationInPercentage - a.allocationInPercentage;
+      { name: 'Asset Sub Class' },
-        })
+      { align: 'right', name: 'Allocation in Percentage' }
-        .map(
-          ({
-            allocationInPercentage,
-            assetClass,
-            assetSubClass,
-            currency,
-            name,
-            symbol
-          }) => {
-            return `| ${name} | ${symbol} | ${currency} | ${assetClass} | ${assetSubClass} | ${(allocationInPercentage * 100).toFixed(3)}% |`;
-          }
-        )
     ];
 
+    const holdingsTableRows = Object.values(holdings)
+      .sort((a, b) => {
+        return b.allocationInPercentage - a.allocationInPercentage;
+      })
+      .map(
+        ({
+          allocationInPercentage,
+          assetClass,
+          assetSubClass,
+          currency,
+          name,
+          symbol
+        }) => {
+          return {
+            Name: name,
+            Symbol: symbol,
+            Currency: currency,
+            'Asset Class': assetClass ?? '',
+            'Asset Sub Class': assetSubClass ?? '',
+            'Allocation in Percentage': `${(allocationInPercentage * 100).toFixed(3)}%`
+          };
+        }
+      );
+
+    const holdingsTableString = tablemark(holdingsTableRows, {
+      columns: holdingsTableColumns
+    });
+
     if (mode === 'portfolio') {
-      return holdingsTable.join('\n');
+      return holdingsTableString;
     }
 
     return [
       `You are a neutral financial assistant. Please analyze the following investment portfolio (base currency being ${userCurrency}) in simple words.`,
-      ...holdingsTable,
+      holdingsTableString,
       'Structure your answer with these sections:',
       'Overview: Briefly summarize the portfolio’s composition and allocation rationale.',
       'Risk Assessment: Identify potential risks, including market volatility, concentration, and sectoral imbalances.',

package-lock.json

@@ -90,6 +90,7 @@
         "rxjs": "7.8.1",
         "stripe": "18.5.0",
         "svgmap": "2.12.2",
+        "tablemark": "3.1.0",
         "twitter-api-v2": "1.23.0",
         "uuid": "11.1.0",
         "yahoo-finance2": "3.10.0",
@@ -23653,6 +23654,15 @@
         "node": ">= 0.4"
       }
     },
+    "node_modules/get-stdin": {
+      "version": "5.0.1",
+      "resolved": "https://registry.npmjs.org/get-stdin/-/get-stdin-5.0.1.tgz",
+      "integrity": "sha512-jZV7n6jGE3Gt7fgSTJoz91Ak5MuTLwMwkoYdjxuJ/AmjIsE1UC03y/IWkZCQGEvVNS9qoRNwy5BCqxImv0FVeA==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=0.12.0"
+      }
+    },
     "node_modules/get-stream": {
       "version": "5.2.0",
       "resolved": "https://registry.npmjs.org/get-stream/-/get-stream-5.2.0.tgz",
@@ -31970,7 +31980,6 @@
       "version": "2.0.2",
       "resolved": "https://registry.npmjs.org/lower-case/-/lower-case-2.0.2.tgz",
       "integrity": "sha512-7fm3l3NAF9WfN6W3JOmf5drwpVqX78JtoGJ3A6W0a6ZnldM41w2fV5D490psKFTpMds8TJse/eHLFFsNHHjHgg==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "tslib": "^2.0.3"
@@ -32874,7 +32883,6 @@
       "version": "3.0.4",
       "resolved": "https://registry.npmjs.org/no-case/-/no-case-3.0.4.tgz",
       "integrity": "sha512-fgAN3jGAh+RoxUGZHTSOLJIqUc2wmoBwGR4tbpNAKmmovFoWq0OdRkb0VkldReO2a2iBT/OEulG9XSUc10r3zg==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "lower-case": "^2.0.2",
@@ -37629,6 +37637,17 @@
       "integrity": "sha512-6FlzubTLZG3J2a/NVCAleEhjzq5oxgHyaCU9yYXvcLsvoVaHJq/s5xXI6/XXP6tz7R9xAOtHnSO/tXtF3WRTlA==",
       "license": "MIT"
     },
+    "node_modules/sentence-case": {
+      "version": "3.0.4",
+      "resolved": "https://registry.npmjs.org/sentence-case/-/sentence-case-3.0.4.tgz",
+      "integrity": "sha512-8LS0JInaQMCRoQ7YUytAo/xUu5W2XnQxV2HI/6uM6U7CITS1RqPElr30V6uIqyMKM9lJGRVFy5/4CuzcixNYSg==",
+      "license": "MIT",
+      "dependencies": {
+        "no-case": "^3.0.4",
+        "tslib": "^2.0.3",
+        "upper-case-first": "^2.0.2"
+      }
+    },
     "node_modules/serialize-javascript": {
       "version": "6.0.2",
       "resolved": "https://registry.npmjs.org/serialize-javascript/-/serialize-javascript-6.0.2.tgz",
@@ -38278,6 +38297,19 @@
         "wbuf": "^1.7.3"
       }
     },
+    "node_modules/split-text-to-chunks": {
+      "version": "1.0.0",
+      "resolved": "https://registry.npmjs.org/split-text-to-chunks/-/split-text-to-chunks-1.0.0.tgz",
+      "integrity": "sha512-HLtEwXK/T4l7QZSJ/kOSsZC0o5e2Xg3GzKKFxm0ZexJXw0Bo4CaEl39l7MCSRHk9EOOL5jT8JIDjmhTtcoe6lQ==",
+      "license": "MIT",
+      "dependencies": {
+        "get-stdin": "^5.0.1",
+        "minimist": "^1.2.0"
+      },
+      "bin": {
+        "wordwrap": "cli.js"
+      }
+    },
     "node_modules/sprintf-js": {
       "version": "1.1.3",
       "resolved": "https://registry.npmjs.org/sprintf-js/-/sprintf-js-1.1.3.tgz",
@@ -39046,6 +39078,19 @@
         "url": "https://opencollective.com/synckit"
       }
     },
+    "node_modules/tablemark": {
+      "version": "3.1.0",
+      "resolved": "https://registry.npmjs.org/tablemark/-/tablemark-3.1.0.tgz",
+      "integrity": "sha512-IwO6f0SEzp1Z+zqz/7ANUmeEac4gaNlknWyj/S9aSg11wZmWYnLeyI/xXvEOU88BYUIf8y30y0wxB58xIKrVlQ==",
+      "license": "MIT",
+      "dependencies": {
+        "sentence-case": "^3.0.4",
+        "split-text-to-chunks": "^1.0.0"
+      },
+      "engines": {
+        "node": ">=14.16"
+      }
+    },
     "node_modules/tapable": {
       "version": "2.2.2",
       "resolved": "https://registry.npmjs.org/tapable/-/tapable-2.2.2.tgz",
@@ -40525,6 +40570,15 @@
         "browserslist": ">= 4.21.0"
       }
     },
+    "node_modules/upper-case-first": {
+      "version": "2.0.2",
+      "resolved": "https://registry.npmjs.org/upper-case-first/-/upper-case-first-2.0.2.tgz",
+      "integrity": "sha512-514ppYHBaKwfJRK/pNC6c/OxfGa0obSnAl106u97Ed0I625Nin96KAjttZF6ZL3e1XLtphxnqrOi9iWgm+u+bg==",
+      "license": "MIT",
+      "dependencies": {
+        "tslib": "^2.0.3"
+      }
+    },
     "node_modules/uri-js": {
       "version": "4.4.1",
       "resolved": "https://registry.npmjs.org/uri-js/-/uri-js-4.4.1.tgz",

package.json

@@ -136,6 +136,7 @@
     "rxjs": "7.8.1",
     "stripe": "18.5.0",
     "svgmap": "2.12.2",
+    "tablemark": "3.1.0",
     "twitter-api-v2": "1.23.0",
     "uuid": "11.1.0",
     "yahoo-finance2": "3.10.0",