Conversational Portfolio Advisor

\n \n

Fetching data... Calculating technicals... Generating report...

Chat with Advisor

Advisor is thinking...

\n\n\n`;\n}\n\n// --- CORE ANALYSIS FUNCTION & ROUTER (Unchanged) ---\nasync function generateAnalysis(tickers, startDate, endDate) {\n debugLog(\"--- New Analysis Job Started ---\", { tickers, startDate, endDate });\n const { interval, annualizationFactor, unit, periodName } =\n getIntervalForDateRange(startDate, endDate);\n const tickerList = tickers.split(\",\").map((t) => t.trim().toUpperCase())\n .filter(Boolean);\n if (tickerList.length === 0) throw new Error(\"Please provide valid tickers.\");\n const promises = tickerList.map((ticker) =>\n fetchFromYahoo(ticker, startDate, endDate, interval).then((data) => ({\n ticker,\n data,\n }))\n );\n const results = await Promise.all(promises);\n const successfulResults = results.filter((r) => r.data && r.data.length > 1);\n if (successfulResults.length === 0) {\n throw new Error(\"Could not fetch valid historical data.\");\n }\n const analysis = processHistoricalData(\n successfulResults,\n annualizationFactor,\n );\n const userInput = `--- PORTFOLIO & PERIOD ---\\nTickers: ${\n successfulResults.map((r) => r.ticker).join(\", \")\n }\\nAnalysis Period: ${startDate} to ${endDate} (${periodName}ly data)\\n--- PROCESSED DATA ---\\n${\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: [{ role: \"system\", content: PORTFOLIO_ANALYST_PROMPT }, {\n role: \"user\",\n content: userInput,\n }],\n temperature: 0.1,\n });\n const report = completion.choices[0].message.content;\n return { report, analysis, timeUnit: unit };\n}\n\nconst app = new Hono();\napp.use(\"*\", cors());\napp.get(\"/\", (c) => c.html(generateHtml()));\napp.post(\"/api/report\", async (c) => {\n try {\n const { tickers, startDate, endDate } = await c.req.json();\n const analysisResult = await generateAnalysis(tickers, startDate, endDate);\n return c.json(analysisResult);\n } catch (error) {\n debugLog(\"FATAL ERROR in /api/report\", {\n error: error.message,\n stack: error.stack,\n });\n return c.json({\n error: error.message || \"An internal server error occurred.\",\n }, 500);\n }\n});\napp.post(\"/api/chat\", async (c) => {\n try {\n const { conversationHistory, currentState } = await c.req.json();\n const lastUserMessage = conversationHistory.slice(-1)[0]?.content;\n const messages = [\n { role: \"system\", content: ADVISOR_PROMPT },\n ...conversationHistory,\n {\n role: \"user\",\n content: `--- Current Analysis State ---\\nTickers: ${\n currentState.tickers.join(\", \")\n }\\nStart Date: ${currentState.startDate}\\nEnd Date: ${currentState.endDate}\\n\\n--- My Request ---\\n${lastUserMessage}`,\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 const responseMessage = response.choices[0].message;\n const toolCalls = responseMessage.tool_calls;\n if (toolCalls) {\n const toolCall = toolCalls[0];\n const functionArgs = JSON.parse(toolCall.function.arguments);\n const newAnalysis = await generateAnalysis(\n functionArgs.tickers.join(\",\"),\n functionArgs.startDate,\n functionArgs.endDate,\n );\n const confirmationMessage = `Of course. I've updated the analysis for **${\n functionArgs.tickers.join(\", \")\n }** from **${functionArgs.startDate}** to **${functionArgs.endDate}**. Here are the new results.`;\n return c.json({\n reply: confirmationMessage,\n updatedAnalysis: newAnalysis,\n });\n } else {\n return c.json({ reply: responseMessage.content, updatedAnalysis: null });\n }\n } catch (error) {\n debugLog(\"FATAL ERROR in /api/chat\", {\n error: error.message,\n stack: error.stack,\n });\n return c.json({\n error: error.message || \"An internal server error occurred.\",\n }, 500);\n }\n});\n\nexport default app.fetch;","deleted","label",[124],"pulls","branches","envVars",{"_145":22,"_147":22},"connections",{"_145":22,"_146":22},"count","unfilledCount","emptyCount",{"_27":123,"_13":124,"_125":64,"_126":-5,"_127":88,"_128":86,"_129":47,"_48":149,"_85":131,"_132":133,"_134":135,"_136":20,"_137":-5,"_150":151,"_99":152},["D",1754652546611],"children",[],[124],["D",1754635933399],{"_11":12,"_58":97},{"_11":12,"_52":-5,"_53":97,"_35":63,"_55":56,"_57":20},{"_85":86,"_13":87,"_27":88,"_89":59,"_90":-5,"_91":-5,"_92":-5,"_93":-5,"_94":-5,"_95":14,"_96":12},"ctx",{"_40":-5,"_119":190,"_191":192,"_193":194,"_195":20,"_196":20,"_197":20,"_198":47,"_199":-5,"_200":-7,"_201":-7,"_202":22,"_203":20,"_204":20,"_205":-5,"_206":20,"_207":20,"_208":20,"_209":-5},"ENV",{"_161":162,"_163":164,"_165":87,"_166":167,"_168":169,"_170":171,"_172":173,"_174":175,"_176":177,"_178":179,"_180":181,"_182":183,"_184":185,"_186":187,"_188":189},"REACT_APP_SENTRY_DSN","https://586020d86f05489db63a554690acf1e9@o1398359.ingest.sentry.io/6724499","RENDER_GIT_COMMIT","71c1b20804b3232a7e513be260cfffc1932a9e97","RENDER_GIT_BRANCH","POSTHOG_API_TOKEN","phc_nmoyuAkStEZuUp69rYlg1DZgrIt19Gx0Y4Hwf8tGgJP","POSTHOG_API_HOST","https://wart.val.town","WEB_API_TEMPLATE","https://{val}.web.val.run","APP_URL","https://www.val.town","MODULE_URL","https://esm.town","VANITY_WEB_API_TEMPLATE","https://{label}.val.run/","DENOLS_URL","https://lsp.val.town","NODE_ENV","production","CLOUDFLARE_TURNSTILE_SITE_KEY","0x4AAAAAACtaIZJH7s9rBMZ6","GOOGLE_CLIENT_ID","875989696899-jtsqkhlbdv5jrlsk8631p7ipjg3c6o62.apps.googleusercontent.com","STRIPE_PUBLISHABLE_KEY","pk_live_51N2zvWEpZTTLipIkVEwXrUG9AT0yeOOEYxszarZT1jpsZV58Ly6wlg3SltZpHN26CUalOBmUSY7adQRQiSkCZz2500qSXNkf8Y","API_URL","https://api.val.town",[],"preferencesKeybindings","default","preferencesTheme","light","preferencesFixers","preferencesCopilot","preferencesSelectionAi","preferencesCloseBrackets","preferencesChatPanelState","preferencesDprint","preferencesDenofmt","notificationCount","flagDenols","isBusinessOrgMember","businessOrgHandle","isBusinessOrgAdmin","isHigherTownieTier","navCollapsed","currentOrgId"]

Remixes1

Remixes
1