Conversational Portfolio Advisor

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Generating initial report...

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Chat with Advisor

Advisor is thinking...

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\n\n\n\n`;\n}\n\n// --- CORE ANALYSIS FUNCTION ---\n// This function can be called by both the initial report and the chat tool\nasync function generateAnalysis(tickers, startDate, endDate) {\n const tickerList = tickers.split(\",\").map((t) => t.trim().toUpperCase())\n .filter(Boolean);\n if (tickerList.length === 0) {\n throw new Error(\"Please provide valid tickers.\");\n }\n // Fetch data directly from Yahoo\n const promises = tickerList.map((ticker) =>\n fetchFromYahoo(ticker, startDate, endDate)\n .then((data) => ({ ticker, data }))\n .catch((err) => {\n console.error(`Error fetching ${ticker}:`, err);\n return { ticker, error: err.message };\n })\n );\n const results = await Promise.all(promises);\n const successfulResults = results.filter((r) =>\n r.data && !r.error && r.data.length > 1\n );\n if (successfulResults.length === 0) {\n throw new Error(\n \"Could not fetch valid historical data for any of the provided tickers from Yahoo Finance.\",\n );\n }\n const analysis = processHistoricalData(successfulResults);\n const userInput = `\n --- PORTFOLIO & PERIOD ---\n Tickers: ${successfulResults.map((r) => r.ticker).join(\", \")}\n Analysis Period: ${startDate} to ${endDate}\n --- PROCESSED HISTORICAL DATA ---\n ${JSON.stringify(analysis, null, 2)}\n `;\n const openai = new OpenAI();\n const completion = await openai.chat.completions.create({\n model: \"gpt-4o\",\n messages: [\n { role: \"system\", content: PORTFOLIO_ANALYST_PROMPT },\n { role: \"user\", content: userInput },\n ],\n temperature: 0.1,\n });\n const report = completion.choices[0].message.content;\n return { report, analysis };\n}\n\n// --- HONO ROUTER & HANDLERS ---\nconst app = new Hono();\napp.use(\"*\", cors());\napp.get(\"/\", (c) => c.html(generateHtml()));\n\n// INITIAL REPORT ENDPOINT\napp.post(\"/api/report\", async (c) => {\n try {\n const { tickers, startDate, endDate } = await c.req.json();\n if (!tickers) return c.json({ error: \"Tickers are required.\" }, 400);\n\n const analysisResult = await generateAnalysis(tickers, startDate, endDate);\n\n return c.json(analysisResult);\n } catch (error) {\n console.error(\"Report Generation Error:\", error);\n return c.json({\n error: error.message || \"An internal server error occurred.\",\n }, 500);\n }\n});\n\n// NEW: CHAT ENDPOINT\napp.post(\"/api/chat\", async (c) => {\n try {\n const { conversationHistory, currentState } = await c.req.json();\n const lastUserMessage = conversationHistory[conversationHistory.length - 1]\n ?.content;\n\n // Prepare the message for the AI advisor\n const messages = [\n { role: \"system\", content: ADVISOR_PROMPT },\n ...conversationHistory,\n {\n role: \"user\",\n content: `\n --- Current Analysis State ---\n Tickers: ${currentState.tickers.join(\", \")}\n Start Date: ${currentState.startDate}\n End Date: ${currentState.endDate}\n\n --- My Request ---\n ${lastUserMessage}\n `,\n },\n ];\n\n const openai = new OpenAI();\n const response = await openai.chat.completions.create({\n model: \"gpt-4o\",\n messages: messages,\n tools: ADVISOR_TOOLS,\n tool_choice: \"auto\",\n });\n\n const responseMessage = response.choices[0].message;\n const toolCalls = responseMessage.tool_calls;\n\n // If the AI wants to use a tool (e.g., update the analysis)\n if (toolCalls) {\n const toolCall = toolCalls[0]; // Assuming one tool call for simplicity\n const functionArgs = JSON.parse(toolCall.function.arguments);\n\n // Re-generate the full analysis with new parameters\n const newAnalysis = await generateAnalysis(\n functionArgs.tickers.join(\",\"),\n functionArgs.startDate,\n functionArgs.endDate,\n );\n\n const confirmationMessage =\n `Of course. I've updated the analysis for the tickers **${\n functionArgs.tickers.join(\", \")\n }** from **${functionArgs.startDate}** to **${functionArgs.endDate}**. Here are the new results.`;\n\n // Send back the confirmation and the *complete* new analysis object\n return c.json({\n reply: confirmationMessage,\n updatedAnalysis: newAnalysis,\n });\n } // If the AI just wants to chat\n else {\n return c.json({\n reply: responseMessage.content,\n updatedAnalysis: null, // No analysis update\n });\n }\n } catch (error) {\n console.error(\"Chat API Error:\", error);\n return c.json({\n error: error.message || \"An internal server error occurred.\",\n }, 500);\n }\n});\n\nexport default app.fetch;","deleted","label",[99],"permalink","https://www.val.town/x/join/earnings/code/main.tsx","extension","actionData","errors"]