chore:clean up ai helper methods

2024-10-31 17:04:59 -05:00
parent 12cedd9e40
commit 8007e644d6
4 changed files with 30 additions and 32 deletions
@@ -302,4 +302,17 @@ class Holding extends Model
        ->get()
        ->keyBy('date');
    }
+
+    public function getFormattedTransactions()
+    {
+        $formattedTransactions = '';
+        foreach($this->transactions->sortByDesc('date') as $transaction) {
+            $formattedTransactions .= " * ".$transaction->date->format('Y-m-d') 
+                                    ." ". $transaction->transaction_type 
+                                    ." ". $transaction->quantity
+                                    ." @ ". $transaction->cost_basis 
+                                    ." each \n\n";
+        }
+        return $formattedTransactions;
+    }
 }
@@ -238,4 +238,19 @@ class Portfolio extends Model
        return $close;
    }

+    public function getFormattedHoldings()
+    {
+        $formattedHoldings = '';
+        foreach($this->holdings as $holding) {
+            $formattedHoldings .= " * Holding of ".$holding->market_data->name." (".$holding->symbol.")" 
+                                    ."; with ". ($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;
+    }
 }