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