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;
    }
 }