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71 lines
2.6 KiB
71 lines
2.6 KiB
import { PortfolioService } from '@ghostfolio/api/app/portfolio/portfolio.service';
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import { Filter } from '@ghostfolio/common/interfaces';
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import type { AiPromptMode } from '@ghostfolio/common/types';
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import { Injectable } from '@nestjs/common';
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@Injectable()
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export class AiService {
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public constructor(private readonly portfolioService: PortfolioService) {}
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public async getPrompt({
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filters,
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impersonationId,
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languageCode,
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mode,
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userCurrency,
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userId
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}: {
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filters?: Filter[];
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impersonationId: string;
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languageCode: string;
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mode: AiPromptMode;
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userCurrency: string;
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userId: string;
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}) {
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const { holdings } = await this.portfolioService.getDetails({
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filters,
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impersonationId,
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userId
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});
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const holdingsTable = [
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'| Name | Symbol | Currency | Asset Class | Asset Sub Class | Allocation in Percentage |',
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'| --- | --- | --- | --- | --- | --- |',
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...Object.values(holdings)
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.sort((a, b) => {
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return b.allocationInPercentage - a.allocationInPercentage;
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})
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.map(
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({
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allocationInPercentage,
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assetClass,
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assetSubClass,
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currency,
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name,
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symbol
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}) => {
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return `| ${name} | ${symbol} | ${currency} | ${assetClass} | ${assetSubClass} | ${(allocationInPercentage * 100).toFixed(3)}% |`;
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}
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)
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];
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if (mode === 'portfolio') {
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return holdingsTable.join('\n');
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}
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return [
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`You are a neutral financial assistant. Please analyze the following investment portfolio (base currency being ${userCurrency}) in simple words.`,
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...holdingsTable,
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'Structure your answer with these sections:',
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'Overview: Briefly summarize the portfolio’s composition and allocation rationale.',
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'Risk Assessment: Identify potential risks, including market volatility, concentration, and sectoral imbalances.',
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'Advantages: Highlight strengths, focusing on growth potential, diversification, or other benefits.',
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'Disadvantages: Point out weaknesses, such as overexposure or lack of defensive assets.',
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'Target Group: Discuss who this portfolio might suit (e.g., risk tolerance, investment goals, life stages, and experience levels).',
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'Optimization Ideas: Offer ideas to complement the portfolio, ensuring they are constructive and neutral in tone.',
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'Conclusion: Provide a concise summary highlighting key insights.',
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`Provide your answer in the following language: ${languageCode}.`
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].join('\n');
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}
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}
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