@ -103,6 +103,57 @@ def get_model_for_query(query_type: str) -> str:
return FAST_MODEL
def llm_classify_intent ( query : str ) - > str :
""" Uses LLM to classify query intent when keyword matching fails.
Returns a valid query_type string . """
client = anthropic . Anthropic ( )
prompt = f """ You are a routing classifier for a finance AI agent.
Given a user query , return ONLY one of these exact labels — nothing else :
market - user wants stock price , market data , or info about a specific ticker
performance - user wants their portfolio summary , holdings , returns , or allocation
compliance - user asks about risk , diversification , concentration , or regulatory concerns
tax - user asks about taxes , capital gains , tax - loss harvesting , wash sales
activity - user asks about trades , buys , sells , transaction history
property_list - user wants to add , view , update , or remove a property they own
property_net_worth - user asks about total net worth including real estate
equity_unlock - user asks about home equity , cash - out refinance , HELOC options
relocation_runway - user asks about moving cities , cost of living comparison , runway
wealth_gap - user asks about retirement , savings rate , financial benchmarks , age
life_decision - user asks about job offers , major life decisions , affordability , buying multiple properties , rental strategy
family_planner - user asks about kids , childcare , family planning costs
market_overview - user asks about general market trends , not a specific stock
unknown - cannot determine intent
User query : { query }
Respond with exactly one label from the list above .
No explanation . No punctuation . Just the label . """
valid_types = {
" market " , " performance " , " compliance " , " tax " , " activity " ,
" property_list " , " property_net_worth " , " equity_unlock " ,
" relocation_runway " , " wealth_gap " , " life_decision " , " family_planner " ,
" market_overview " , " unknown " ,
}
try :
response = client . messages . create (
model = FAST_MODEL ,
max_tokens = 20 ,
messages = [ { " role " : " user " , " content " : prompt } ] ,
)
label = response . content [ 0 ] . text . strip ( ) . lower ( )
if label in valid_types :
return label
return " performance " # safe default
except Exception as e :
print ( f " LLM classify failed: { e } " )
return " performance " # safe default
SYSTEM_PROMPT = """ You are a portfolio analysis assistant integrated with Ghostfolio wealth management software.
REASONING PROTOCOL — silently reason through these four steps BEFORE writing your response .
@ -939,7 +990,14 @@ async def classify_node(state: AgentState) -> AgentState:
elif has_performance :
query_type = " performance "
else :
query_type = " unknown "
# Keyword matching failed — use LLM to classify
llm_type = llm_classify_intent ( query )
print ( f " LLM classified ' { query [ : 50 ] } ' as: { llm_type } " )
return {
* * state ,
" query_type " : llm_type ,
" _classification_source " : " llm " ,
}
# #region agent log
import json as _json_log2 , time as _time_log2
@ -963,7 +1021,7 @@ async def classify_node(state: AgentState) -> AgentState:
pass
# #endregion
return { * * state , " query_type " : query_type }
return { * * state , " query_type " : query_type , " _classification_source " : " keyword " }
# ---------------------------------------------------------------------------
@ -2377,15 +2435,12 @@ async def format_node(state: AgentState) -> AgentState:
# Short-circuit: query didn't match any known intent
if query_type == " unknown " :
response = (
" I ' m not sure what you ' re asking. Here are some things I can help you with: \n \n "
" - **Portfolio performance**: \" What is my total return? \" or \" How is my portfolio doing? \" \n "
" - **Transactions**: \" Show my recent trades \" or \" What did I buy this year? \" \n "
" - **Tax estimates**: \" What are my capital gains? \" or \" Do I owe taxes? \" \n "
" - **Risk & compliance**: \" Am I over-concentrated? \" or \" How diversified am I? \" \n "
" - **Market data**: \" What is AAPL trading at? \" or \" What ' s the market doing today? \" \n "
" - **Real estate holdings**: \" What are my properties worth? \" or \" What ' s my total net worth including real estate? \" \n "
" - **Investment strategy**: \" Simulate buying rental properties over 10 years \" or \" Analyze my equity options \" \n \n "
" Try rephrasing your question around one of these topics. "
" I wasn ' t sure what you meant — I ' ve analyzed your query and am fetching the most relevant "
" information. If this is not what you wanted, try being more specific about: \n \n "
" - A stock ticker (e.g. ' AAPL price ' ) \n "
" - Your portfolio ( ' how is my portfolio ' ) \n "
" - A property ( ' add my home ' ) \n "
" - A life decision ( ' can I afford to retire ' ) "
)
updated_messages = _append_messages ( state , user_query , response )
return { * * state , " final_response " : response , " messages " : updated_messages }
@ -2425,7 +2480,7 @@ async def format_node(state: AgentState) -> AgentState:
if not messages_history :
response = " I don ' t have enough context to answer that. Could you rephrase your question? "
return { * * state , " final_response " : response }
_UNKNOWN_SENTINEL = " I ' m not sure what you ' re asking "
_UNKNOWN_SENTINEL = " I wasn ' t sure what you meant "
assistant_messages = [
m for m in messages_history
if hasattr ( m , " type " ) and m . type != " human "
@ -2434,15 +2489,12 @@ async def format_node(state: AgentState) -> AgentState:
if _UNKNOWN_SENTINEL in last_assistant :
# The conversation context is just the help menu — re-surface it.
response = (
" I ' m not sure what you ' re asking. Here are some things I can help you with: \n \n "
" - **Portfolio performance**: \" What is my total return? \" or \" How is my portfolio doing? \" \n "
" - **Transactions**: \" Show my recent trades \" or \" What did I buy this year? \" \n "
" - **Tax estimates**: \" What are my capital gains? \" or \" Do I owe taxes? \" \n "
" - **Risk & compliance**: \" Am I over-concentrated? \" or \" How diversified am I? \" \n "
" - **Market data**: \" What is AAPL trading at? \" or \" What ' s the market doing today? \" \n "
" - **Real estate holdings**: \" What are my properties worth? \" or \" What ' s my total net worth including real estate? \" \n "
" - **Investment strategy**: \" Simulate buying rental properties over 10 years \" or \" Analyze my equity options \" \n \n "
" Try rephrasing your question around one of these topics. "
" I wasn ' t sure what you meant — I ' ve analyzed your query and am fetching the most relevant "
" information. If this is not what you wanted, try being more specific about: \n \n "
" - A stock ticker (e.g. ' AAPL price ' ) \n "
" - Your portfolio ( ' how is my portfolio ' ) \n "
" - A property ( ' add my home ' ) \n "
" - A life decision ( ' can I afford to retire ' ) "
)
updated_messages = _append_messages ( state , user_query , response )
return { * * state , " final_response " : response , " messages " : updated_messages }
Priyanka Punukollu
1 month ago