feat:adds LLM capabilities to chat with your portfolios and holdings

2024-10-31 12:09:06 -05:00
parent 4cde6b82ea
commit 4c1da2308e
20 changed files with 1662 additions and 181 deletions
@@ -24,6 +24,21 @@ class HoldingController extends Controller
                        ->portfolio($portfolio->id)
                        ->firstOrFail();

-        return view('holding.show', compact(['portfolio', 'holding']));
+        $formattedTransactions = $this->getFormattedTransactions($holding);
+
+        return view('holding.show', compact(['portfolio', 'holding', 'formattedTransactions']));
+    }
+
+    public function getFormattedTransactions($holding)
+    {
+        $formattedTransactions = '';
+        foreach($holding->transactions->where('symbol', $holding->symbol)->sortByDesc('date') as $transaction) {
+            $formattedTransactions .= " * ".$transaction->date->format('Y-m-d') 
+                                    ." ". $transaction->transaction_type 
+                                    ." ". $transaction->quantity
+                                    ." @ ". $transaction->cost_basis 
+                                    ." each \n\n";
+        }
+        return $formattedTransactions;
    }
 }
@@ -39,7 +39,26 @@ class PortfolioController extends Controller
                        ->first();
            }
        );
+
+        $formattedHoldings = $this->getFormattedHoldings($portfolio);
        
-        return view('portfolio.show', compact(['portfolio', 'metrics']));
+        return view('portfolio.show', compact(['portfolio', 'metrics', 'formattedHoldings']));
+    }
+
+    public function getFormattedHoldings($portfolio)
+    {
+        $formattedHoldings = '';
+        foreach($portfolio->holdings as $holding) {
+            $formattedHoldings .= " * Holding of ".$holding->market_data->name." (".$holding->symbol.")" 
+                                    ."; own ". ($holding->quantity > 0 ? $holding->quantity : 'ZERO') . " shares"
+                                    ."; avg cost basis ". $holding->average_cost_basis
+                                    ."; curr market value ". $holding->market_data->market_value 
+                                    ."; unrealized gains ". $holding->market_gain_dollars 
+                                    ."; realized gains ". $holding->realized_gain_dollars
+                                    ."; dividends earned ". $holding->dividends_earned
+                                    ."\n\n";
+
+        }
+        return $formattedHoldings;
    }
 }