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portfolio-query-d-1

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[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show my holdings" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.holdings\", \"reason\":\"User asked for all holdings\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "How are my investments performing ?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.performance.returns_5d\", \"reason\":\"User asked how their portfolio performance was for returns_5d which is default\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "How did my portfolio perform last week ?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.performance.returns_5d\", \"reason\":\"User asked for their portfolio performance and week means returns_5d\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show my riskiest holdings" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by='standard_deviation',ascending=False,n_top=3)\", \"reason\":\"User asked which of their holdings are riskiest hence standard_deviation and in desc order\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "What is my portfolio score ?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.score_card\", \"reason\":\"User asked for score_card\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Do I hold any costly funds ?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by='aum',ascending=False,n_top=3,filter_as=['MUTUAL_FUNDS'])\", \"reason\":\"User asked for funds meaning MUTUAL_FUNDS and which are the costliest ones hence aum in desc order\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "View my report card" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.report_card\", \"reason\":\"User asked for report_card\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "How can I improve my returns ?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.recommendations.get_recommendations(['RETURNS'])\", \"reason\":\"improve my returns indicates they are seeking recommendations for RETURNS\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Details on my portfolio risk" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.report_card\", \"reason\":\"Details on portfolio risk indicates user wants to get info on their risk level hence report card and not recommendations\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Can you show my worst performing holdings" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by='returns_1y',ascending=True,n_top=3)\", \"reason\":\"User asked for worst performing hence asc order for returns_1y as default\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "In which funds am I paying highest fees" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by='expense_ratio',ascending=False,n_top=3,filter_as=['MUTUAL_FUNDS'])\", \"reason\":\"User has asked for which MUTUAL_FUNDS they have expense ratio in desc order\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "How to reduce my risk " }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.recommendations.get_recommendations(['RISK'])\", \"reason\":\"User has explicity asked to reduce risk indicating recommendations on risk\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show my portfolio returns" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.performance.returns_5d\", \"reason\":\"User asked to view their portfolio returns over the default period, which is returns_5d\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "My portfolio returns over all the years" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.performance.returns_5y\", \"reason\":\"User requested to see their portfolio returns over a long-term period, specifically returns_5y\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "did I gain any profits over the past 18 days" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"18 days is not a standard timeframe\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "is there any room for improvement in my portfolio" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.report_card\", \"reason\":\"User inquired about potential improvements in their portfolio, which is addressed by the report_card\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "How can I swap my stocks for mutual funds?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.recommendations.get_recommendations(['SWAP_STOCK_PORTFOLIO'])\", \"reason\":\"User wants to switch their stock investments to mutual funds, hence requesting swap_stock_portfolio recommendations\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Can you swap my mutual funds with stocks?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"Swapping mutual funds with stocks is not supported\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Is my portfolio doing well?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.report_card\", \"reason\":\"User is seeking an overall assessment of their portfolio's performance, provided by the report_card\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Are there any red flags in my portfolio?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.report_card\", \"reason\":\"User asked for any irregularities or concerns in their portfolio, addressed by the report_card\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "are there any ways to lower risk in my portfolio ?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.recommendations.get_recommendations(['RISK'])\", \"reason\":\"User is looking for methods to lower the risk in their portfolio, hence requesting risk recommendations\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "show my holdings that have performed well over the past 5 years" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by='returns_5y',ascending=False,n_top=3)\", \"reason\":\"User requested to view holdings with strong long-term performance, sorted by returns_5y in descending order\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show my stock portfolio score" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"We don't support stock portfolio score\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Tell me which of my stocks will go up 100% in next month" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"Projections are prohibited\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show some of my best performing holdings" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by='returns_1y',ascending=False,n_top=3)\", \"reason\":\"User requested to view top performing holdings based on 1-year returns, sorted in descending order\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show me ways to reduce my cost" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.recommendations.get_recommendations(['COST'])\", \"reason\":\"User is seeking methods to lower their investment costs, hence requesting cost-related recommendations\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "performance of my portfolio over the last 3 years" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.performance.returns_3y\", \"reason\":\"User asked to view portfolio performance over the past 3 years, corresponding to returns_3y\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "do I hold any funds that haven't been performing well" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by='returns_1y',ascending=True,n_top=3,filter_as=['MUTUAL_FUNDS'])\", \"reason\":\"User wants to identify underperforming mutual funds, sorted by 1-year returns in ascending order\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Do you have any insights on my portfolio" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.report_card\", \"reason\":\"User asked for insights on their portfolio\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show me all my recommendations" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.recommendations.get_recommendations(['RETURNS','RISK','COST','RED_FLAGS'])\", \"reason\":\"User asked for all of their recommendations\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "is there anything wrong with my investments?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.report_card\", \"reason\":\"User asked for any irregularities in their investment\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "What is my asset allocation breakdown?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"We don't support asset allocation yet\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show my dividend yielding investments." }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"We don't support dividend yields yet\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "How did my portfolio perform this month?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.performance.returns_1m\", \"reason\":\"User requested to view portfolio performance for the current month, corresponding to returns_1m\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "What are my best performing sectors?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"We don't support sector data yet\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Do I have any investments in emerging markets?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"We don't have sector data yet\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "What is the expected return of my portfolio?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"Projections on portfolio is prohibited\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Which of my investments have the highest volatility?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by='standard_deviation',ascending=False,n_top=3)\", \"reason\":\"User asked to identify investments with the highest volatility, sorted by standard deviation in descending order\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "What is the value of my real estate investments?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"We don't support real estate investments yet\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show my investments sorted by ESG rating." }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"We don't support ESG rating yet\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Sort my investments based on AUM" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by='aum',ascending=False,n_top=3)\", \"reason\":\"User requested to sort investments based on Assets Under Management (AUM) in descending order\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Do I fall in the top 5% of investors ?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.score_card\", \"reason\":\"User inquired whether they are in the top 5% of investors, which is provided by the score_card\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "How am I doing compared to other investors" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.score_card\", \"reason\":\"User wants to compare their portfolio performance with other investors, as provided by the score_card\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show me recommendations on improving returns and risk" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.recommendations.get_recommendations(['RETURNS','RISK'])\", \"reason\":\"User is seeking recommendations to improve both returns and reduce risk in their portfolio\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "How to deal with my red flags?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.recommendations.get_recommendations(['RED_FLAGS'])\", \"reason\":\"User wants advice on addressing identified red flags in their portfolio\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Give me python code to find best funds in my portfolio" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"User will never directly ask to generate code\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Compare my portfolio with others?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.score_card\", \"reason\":\"User wants to compare their portfolio with others, as provided by the score_card\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "make my portfolio return 1000% by next month" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": false, \"function_str\": \"\", \"reason\":\"Projections are prohibited\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "What is the total value of my portfolio" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.performance.returns_1d\", \"reason\":\"User requested to know the total value of their portfolio as of the latest day, corresponding to returns_1d\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "What are the profits I have gained in my portfolio" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.performance.returns_1d\", \"reason\":\"User wants to see the profits gained in their portfolio as of the latest day, corresponding to returns_1d\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show my stocks" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by=None,ascending=False,filter_as=['EQUITIES'])\", \"reason\":\"User requested to view their stock holdings, filtered as EQUITIES\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Which of my stocks are most volatile?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by='standard_deviation',ascending=False,n_top=3,filter_as=['EQUITIES'])\", \"reason\":\"User wants to identify the most volatile stocks in their portfolio, sorted by standard deviation in descending order\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show me how to switch my stock portfolio to mutual funds\n" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.recommendations.get_recommendations(['SWAP_STOCK_PORTFOLIO'])\", \"reason\":\"User is seeking guidance on switching their stock portfolio to mutual funds, hence requesting swap_stock_portfolio recommendations\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Show my funds portfolio" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by=None,ascending=False,filter_as=['MUTUAL_FUNDS'])\", \"reason\":\"User requested to view their mutual funds portfolio, filtered as MUTUAL_FUNDS\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "I want to see my stock portfolio" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by=None,ascending=False,filter_as=['EQUITIES'])\", \"reason\":\"User wants to view their stock portfolio, filtered as EQUITIES\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "View my ETFs" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"sort(user_portfolio.holdings,by=None,ascending=False,filter_as=['ETF'])\", \"reason\":\"User requested to view their ETFs holdings, filtered as ETF\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "View my holdings" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.holdings\", \"reason\":\"User requested to view their holdings\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "What are my investments?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.holdings\", \"reason\":\"User inquired about their current investments\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "How is my stock portfolio performing?" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.performance.returns_5d\", \"reason\":\"User asked to view the performance of their stock portfolio over the default period, which is returns_5d\"}" } ]

[ { "from": "system", "value": "You're an investment advisor using Python to analyze user queries. Use these classes:\n\n1. UserPortfolio:\n - holdings: Returns Holdings object\n - performance: Contains returns_1d, returns_5d, returns_7d, returns_1m, returns_6m, returns_1y, returns_3y, returns_5y\n - analysis: Contains score_card, report_card, recommendations (use get_recommendations method that takes in a list of strings limited to 'RETURNS','RISK','COST','RED_FLAGS' and 'SWAP_STOCK_PORTFOLIO' )\n\n2. Holdings: Represents user's holdings\n\n3. Securities: Has attributes like name, isin, aum, returns (1d to 5y), expense_ratio, security_type, inception_date, standard_deviation\n\nFunctions:\n- sort: Sorts securities by attribute\n\nGuidelines:\n- Use provided classes/functions\n- Default to 1Y for unspecified timeframes\n- Use 5d for weekly returns\n- Set n_top=3 in sort unless specified otherwise\n- filter_as can be 'EQUITIES', 'MUTUAL_FUNDS' or 'ETF'\n\nAnswer format: {'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': {'title': 'Reasoning behind the solution, short and concise', 'type': 'string'}}, 'required': ['can_be_fulfilled', 'function_str', 'reason'], 'title': 'SolutionPath', 'type': 'object'}\nProvide one solution path per query." }, { "from": "human", "value": "Suggest recommendations for me" }, { "from": "gpt", "value": "{\"can_be_fulfilled\": true, \"function_str\": \"user_portfolio.analysis.report_card\", \"reason\":\"User requested recommendations, but it is better to show them report card first so that they can know where we can provide recommendations for them\"}" } ]