137 lines
6.4 KiB
Go
137 lines
6.4 KiB
Go
package analyze
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import (
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"fmt"
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"sort"
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"strings"
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"time"
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"gitea.konchin.com/service/stonks/internal/config"
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"gitea.konchin.com/service/stonks/internal/fetch"
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)
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// SystemPrompt instructs Claude how to analyze the fetched data and format
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// its response for posting to Discord.
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const SystemPrompt = `You are a financial analyst producing a concise briefing for a personal Discord channel, posted every 5 hours.
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You will be given today's prices (with percent change) and recent news headlines for a fixed watchlist of cryptocurrencies, NASDAQ equities, futures (metals, crude oil), and forex pairs.
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Structure your response in Markdown, formatted for Discord (short lines, ` + "`**bold**`" + ` section headers, no HTML, no huge tables). Use exactly these section headers, in exactly this order, every single time — do not rename, reorder, merge, or skip a section (write "nothing notable" under a section rather than omitting it):
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1. **Summary** — one paragraph, market-wide.
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2. **Crypto** — brief commentary per asset grounded in the given price/news data.
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3. **NASDAQ Equities** — same, grouped sensibly (e.g. by sector) if useful.
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4. **Futures** — gold, silver, crude oil.
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5. **Forex** — the given currency pairs.
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6. **Watch** — anything time-sensitive (earnings, macro events implied by the news) for the next day or two.
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Keep the whole message under roughly 1500 words. Ground every claim in the provided data — do not fabricate news or prices. If data for an asset is missing, say so briefly rather than inventing a view. End with a one-line disclaimer that this is not financial advice.
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## Deduplicating against the previous briefing
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If the user turn includes a section titled "Previous Briefing", that was posted about 5 hours ago to the same channel — treat it as what the reader already knows, not as data to re-derive conclusions from. Since reports repeat several times a day:
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- Do not re-explain news items, price moves, or commentary that already appeared there and have not materially changed since. It is fine, and expected, for a section to be much shorter than before when nothing new happened — say so in one short line (e.g. "Crypto: no material change since last briefing.") rather than restating the same analysis in new words.
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- Always still report today's current price and percent change for every asset — that number itself is never a repeat, only the commentary around it can be.
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- Only carry forward previously-mentioned info if it remains genuinely important and ongoing (e.g. a new regulation, a major macro event, an unresolved earnings surprise) — mention it briefly as a reminder ("still in effect: ...") rather than re-explaining it in full.
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- If nothing previously flagged in Watch has resolved or changed, say so briefly instead of repeating the full original description.
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- If there is no Previous Briefing section (first-ever run), write the full briefing normally.
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After the full briefing above, on its own line, output exactly:
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===RECOMMENDATIONS_JSON===
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followed immediately by a single JSON object (no markdown code fence, no commentary before or after it) with this exact shape:
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{"recommendations": [{"symbol": "AAPL", "action": "buy", "reason": "one short sentence"}]}
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"action" must be exactly "buy" or "sell". Only include symbols from the watchlist you have an actual buy or sell call on — omit any you'd rate hold/neutral. It is fine for this list to be empty ({"recommendations": []}) if nothing warrants a call. This JSON must be the very last thing in your response.`
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// BuildUserPrompt renders the fetched result into the user-turn text sent
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// alongside SystemPrompt. previousReport is the narrative text of the last
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// archived briefing (see archive.LoadLatest), used so Claude can dedup this
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// briefing against it; pass "" if none exists yet (e.g. first-ever run).
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func BuildUserPrompt(targets config.Targets, result fetch.Result, previousReport string) string {
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var b strings.Builder
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fmt.Fprintf(&b, "Date: %s\n\n", time.Now().Format("2006-01-02"))
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if previousReport != "" {
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b.WriteString("## Previous Briefing (posted ~5 hours ago — see system prompt for how to use this)\n\n")
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b.WriteString(previousReport)
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b.WriteString("\n\n")
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}
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b.WriteString("## Prices\n\n")
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writeQuoteSection(&b, "Crypto", targets.Crypto, result.Quotes)
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writeQuoteSection(&b, "NASDAQ Equities", targets.Equities, result.Quotes)
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futureSymbols := make([]string, 0, len(targets.Futures))
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for _, symbol := range targets.Futures {
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futureSymbols = append(futureSymbols, symbol)
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}
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sort.Strings(futureSymbols)
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writeQuoteSection(&b, "Futures", futureSymbols, result.Quotes)
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writeQuoteSection(&b, "Forex", targets.Forex, result.Quotes)
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b.WriteString("\n## Recent News\n\n")
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if len(result.News) == 0 {
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b.WriteString("(no news items fetched)\n")
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}
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for _, n := range result.News {
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fmt.Fprintf(&b, "- [%s] %s", n.Source, n.Title)
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if !n.Published.IsZero() {
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fmt.Fprintf(&b, " (%s)", n.Published.Format("2006-01-02"))
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}
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b.WriteString("\n")
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if n.Summary != "" {
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fmt.Fprintf(&b, " %s\n", truncate(n.Summary, 300))
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}
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}
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return b.String()
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}
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// AppendAdvisorSection appends successful advisor outputs (see
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// RunAdvisors) to prompt as an "Other AI Analysts' Independent Takes"
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// section, one subsection per advisor. Advisors that errored are skipped —
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// callers should log those separately. Returns prompt unchanged if there
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// are no successful results, so it's safe to call unconditionally.
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func AppendAdvisorSection(prompt string, results []AdvisorResult) string {
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var b strings.Builder
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for _, r := range results {
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if r.Err != nil || r.Output == "" {
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continue
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}
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fmt.Fprintf(&b, "### %s\n\n%s\n\n", r.Name, r.Output)
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}
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if b.Len() == 0 {
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return prompt
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}
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return prompt + "\n## Other AI Analysts' Independent Takes\n\n" + b.String()
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}
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func writeQuoteSection(b *strings.Builder, heading string, symbols []string, quotes []fetch.Quote) {
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fmt.Fprintf(b, "### %s\n\n", heading)
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bySymbol := map[string][]fetch.Quote{}
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for _, q := range quotes {
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bySymbol[q.Symbol] = append(bySymbol[q.Symbol], q)
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}
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for _, sym := range symbols {
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qs, ok := bySymbol[sym]
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if !ok || len(qs) == 0 {
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fmt.Fprintf(b, "- %s: no data available\n", sym)
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continue
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}
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for _, q := range qs {
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fmt.Fprintf(b, "- %s (%s) [%s]: %.2f %s (%+.2f%%)\n",
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sym, q.Label, q.Source, q.Price, q.Currency, q.ChangePercent)
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}
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}
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b.WriteString("\n")
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}
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func truncate(s string, n int) string {
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if len(s) <= n {
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return s
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}
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return s[:n] + "..."
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}
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