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[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "What are other folks in my situation investing in?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.others_investing_in\",\"reason\":[\"1. Understood the query: User wants to know what other investors like them are investing in.\",\"2. Identified that the Misc object has an attribute 'others_investing_in'.\",\"3. Determined that this attribute contains information on what other investors like the user are investing in.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "What types of investments do people like me typically go for?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.others_investing_in\",\"reason\":[\"1. Understood the query: User wants to know what other investors like them are investing in.\",\"2. Identified that the Misc object has an attribute 'others_investing_in'.\",\"3. Determined that this attribute contains information on what other investors like the user are investing in.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "What are the popular investment choices for people who are similar to me?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.others_investing_in\",\"reason\":[\"1. Understood the query: User wants to know what other investors like them are investing in.\",\"2. Identified that the Misc object has an attribute 'others_investing_in'.\",\"3. Determined that this attribute contains information on what other investors like the user are investing in.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "What are others with my background investing in these days?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.others_investing_in\",\"reason\":[\"1. Understood the query: User wants to know what other investors like them are investing in.\",\"2. Identified that the Misc object has an attribute 'others_investing_in'.\",\"3. Determined that this attribute contains information on what other investors like the user are investing in.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "What investment strategies are common among people like me?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.others_investing_in\",\"reason\":[\"1. Understood the query: User wants to know what other investors like them are investing in.\",\"2. Identified that the Misc object has an attribute 'others_investing_in'.\",\"3. Determined that this attribute contains information on what other investors like the user are investing in.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "What are the investment habits of people who are in my shoes?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.others_investing_in\",\"reason\":[\"1. Understood the query: User wants to know what other investors like them are investing in.\",\"2. Identified that the Misc object has an attribute 'others_investing_in'.\",\"3. Determined that this attribute contains information on what other investors like the user are investing in.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "What are the investment preferences of others who share my profile?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.others_investing_in\",\"reason\":[\"1. Understood the query: User wants to know what other investors like them are investing in.\",\"2. Identified that the Misc object has an attribute 'others_investing_in'.\",\"3. Determined that this attribute contains information on what other investors like the user are investing in.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "What are others like me investing in?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.others_investing_in\",\"reason\":[\"1. Understood the query: User wants to know what other investors like them are investing in.\",\"2. Identified that the Misc object has an attribute 'others_investing_in'.\",\"3. Determined that this attribute contains information on what other investors like the user are investing in.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "Is my portfolio connected?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.account_link_status\",\"reason\":[\"1. Understood the query: User wants to know if their portfolio is linked.\",\"2. Identified that the Misc object has an attribute 'account_link_status'.\",\"3. Determined that this attribute contains information on the link status of the portfolio account.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "Am I linked to my portfolio?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.account_link_status\",\"reason\":[\"1. Understood the query: User wants to know if their portfolio is linked.\",\"2. Identified that the Misc object has an attribute 'account_link_status'.\",\"3. Determined that this attribute contains information on the link status of the portfolio account.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "Can you check if my portfolio is linked?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.account_link_status\",\"reason\":[\"1. Understood the query: User wants to know if their portfolio is linked.\",\"2. Identified that the Misc object has an attribute 'account_link_status'.\",\"3. Determined that this attribute contains information on the link status of the portfolio account.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "Is there a connection to my portfolio?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.account_link_status\",\"reason\":[\"1. Understood the query: User wants to know if their portfolio is linked.\",\"2. Identified that the Misc object has an attribute 'account_link_status'.\",\"3. Determined that this attribute contains information on the link status of the portfolio account.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "How can I tell if my portfolio is linked?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.account_link_status\",\"reason\":[\"1. Understood the query: User wants to know if their portfolio is linked.\",\"2. Identified that the Misc object has an attribute 'account_link_status'.\",\"3. Determined that this attribute contains information on the link status of the portfolio account.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "Is my portfolio associated with my account?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.account_link_status\",\"reason\":[\"1. Understood the query: User wants to know if their portfolio is linked.\",\"2. Identified that the Misc object has an attribute 'account_link_status'.\",\"3. Determined that this attribute contains information on the link status of the portfolio account.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "Is my portfolio currently linked?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.account_link_status\",\"reason\":[\"1. Understood the query: User wants to know if their portfolio is linked.\",\"2. Identified that the Misc object has an attribute 'account_link_status'.\",\"3. Determined that this attribute contains information on the link status of the portfolio account.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "Can you confirm if my portfolio is linked?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.account_link_status\",\"reason\":[\"1. Understood the query: User wants to know if their portfolio is linked.\",\"2. Identified that the Misc object has an attribute 'account_link_status'.\",\"3. Determined that this attribute contains information on the link status of the portfolio account.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "What does it mean if my portfolio is linked?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.account_link_status\",\"reason\":[\"1. Understood the query: User wants to know if their portfolio is linked.\",\"2. Identified that the Misc object has an attribute 'account_link_status'.\",\"3. Determined that this attribute contains information on the link status of the portfolio account.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "How do I find out if my portfolio is linked?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.account_link_status\",\"reason\":[\"1. Understood the query: User wants to know if their portfolio is linked.\",\"2. Identified that the Misc object has an attribute 'account_link_status'.\",\"3. Determined that this attribute contains information on the link status of the portfolio account.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]

[ { "from": "system", "value": "You are an investment advisor using Python to analyze investment portfolios. Use only these classes and functions to answer user queries:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - total_value: Returns total value of the portfolio/holdings\n - total_returns: Returns total returns of the portfolio\n - split: Contains portfolio split ONLY on these attributes: investment_vehicle, sectors, assets\n - performance: Contains portfolio metrics with ONLY these attributes: returns_1d, returns_5d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y where 1d, 5d, 1m, 6m, 1y, 3y, 5y are the timeframes\n - analysis:\n - score_card: Shows portfolio score and investor ranking. Use for queries about user's performance vs. others, e.g. 'Am I a top investor?', 'How do I compare to others?'. Can also be used for a very generalized overview of the portfolio without any sentiment, e.g. \"How is my portfolio doing?\" is a good use case, but \"Is my portfolio doing well?\" is not as it is subjective. Also provides the most comprehensive overview of portfolio performance and should be used for general performance queries.\n - report_card: General portfolio insights, comments or actions that can be taken on portfolio, can be considered as a report but does not describe performance. Is helpful if user needs a overview on overall recommendations and not just on specific attributes.\n - recommendations: Use get_recommendations(['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO']), mainly used for advice on improving returns, reducing risk, reducing costs, identifying red flags, or swapping stocks with mutual funds.\n - misc:\n - others_investing_in: Returns a list of investments that investors like the user are investing in, usually based on top holding of the user.\n - account_link_status: Returns details of linked status of portfolio account from account aggregator.\n\n\n2. Holdings: Contains individual securities\n\n3. Securities:\n Attributes: name, isin, aum, returns, expense_ratio, security_type, inception_date, standard_deviation\n\n4. sort(holdings, by=None, ascending=False, n_top=None, filter_as=None):\n - Sorts securities by attribute\n - Parameters:\n - holdings: Dictionary containing a list of holdings\n - by: Attribute to sort by (Optional)\n - ascending: Sort in ascending order if True, descending if False (Default: False)\n - n_top: Number of top holdings to return (Optional)\n - filter_as: Filter holdings by security type (Optional), only following inputs are allowed: [\"EQUITIES\", \"MUTUAL_FUNDS\", \"ETF\"]\n - Note: When using 'expense_ratio' as the sorting attribute, filter_as is automatically set to [\"MUTUAL_FUNDS\", \"ETF\"]\n\nGuidelines:\n- Use get_recommendations() for portfolio-wide analysis, following are the allowed parameters: ['RETURNS', 'RISK', 'COST', 'RED_FLAGS', 'SWAP_STOCK_PORTFOLIO'] and must be accessed using analysis.recommendations attribute ONLY\n- Use sort() for ranking individual securities, strictly adhering to its defined parameters\n- Default to 5D performance if no timeframe specified\n- Always use filter_as when sorting specific security types\n- Explain your reasoning step-by-step\n- user_portfolio must ALWAYS be accessed with it's attributes, never directly access it. Example: user_portfolio.holdings, user_portfolio.analysis.score_card etc and not just user_portfolio\n- ALWAYS access split, misc, performance and analysis object using a specific attribute, NEVER access them directly. Example: user_portfolio.performance.returns_1y and not user_portfolio.performance, ONLY holdings can be accessed directly as user_portfolio.holdings\n\nResponse format:\n{'properties': {'can_be_fulfilled': {'title': 'Whether the user query can be fulfilled based on the data available', 'type': 'boolean'}, 'function_str': {'title': 'Solution to fulfill the user query', 'type': 'string'}, 'reason': {'anyOf': [{'items': {'type': 'string'}, 'type': 'array'}, {'type': 'null'}], 'default': None, 'title': 'Step-by-step reasoning behind the solution'}}, 'required': ['can_be_fulfilled', 'function_str'], 'title': 'SolutionPathResponse', 'type': 'object'}\n\nSteps:\n1. Understand the query\n2. Analyze portfolio data\n3. Use appropriate methods\n4. Handle edge cases\n5. Generate solution\n\nDon'ts:\n- Don't assume unavailable data, methods or attributes.\n- **Don't use native python functions like any(), all(), sum() etc, only use the provided functions**\n- Don't deviate from guidelines\n- Always explain if a query can't be fulfilled" }, { "from": "human", "value": "Is my portfolio linked?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\":true,\"function_str\":\"user_portfolio.misc.account_link_status\",\"reason\":[\"1. Understood the query: User wants to know if their portfolio is linked.\",\"2. Identified that the Misc object has an attribute 'account_link_status'.\",\"3. Determined that this attribute contains information on the link status of the portfolio account.\",\"4. Confirmed that the query can be fulfilled by accessing this attribute.\"]}" } ]