opencandle 0.3.0 → 0.4.0

package/src/workflows/portfolio-builder.ts

@@ -0,0 +1,52 @@
+import type { PortfolioSlots, SlotResolution } from "../routing/types.js";
+import { buildPortfolioPrompt } from "../prompts/workflow-prompts.js";
+import type { WorkflowPlan } from "./types.js";
+import type { WorkflowDefinition } from "../runtime/prompt-step.js";
+import { promptStep } from "../runtime/prompt-step.js";
+
+export function buildPortfolioWorkflowDefinition(resolution: SlotResolution<PortfolioSlots>): WorkflowDefinition {
+  const s = resolution.resolved;
+
+  return {
+    workflowType: "portfolio_builder",
+    steps: [
+      promptStep("fetch_candidates", "Fetch market data and select candidates", buildPortfolioPrompt(resolution), {
+        requiredInputs: ["symbols"],
+        expectedOutputs: ["candidate_positions"],
+      }),
+      promptStep("risk_review", "Review risk and diversification", `Now review the risk and diversification of this draft portfolio:
+1. Use analyze_correlation across all ${s.positionCount} candidates to check for concentration risk.
+2. Use analyze_risk on each position for volatility and max drawdown.
+3. If correlation is too high (>0.7 between any pair), suggest a replacement to improve diversification.
+4. Confirm the portfolio fits a ${s.riskProfile} risk profile with ${s.timeHorizon} horizon.`, {
+        skippable: true,
+        requiredInputs: ["candidate_positions"],
+        expectedOutputs: ["risk_assessment"],
+      }),
+      promptStep("synthesize", "Present final portfolio draft", `Present the final portfolio draft as a structured summary:
+- State all assumptions at the top (which parameters were defaults vs user-specified vs saved preferences).
+- Commit to the allocation: concrete percentages per position, not ranges.
+- Present an allocation table: symbol, allocation %, dollar amount ($${s.budget.toLocaleString("en-US")} total), and one-line analyst rationale per position.
+- Include overall portfolio risk summary: estimated volatility, diversification quality, largest single risk. State an invalidation condition for the draft.
+- Suggest what to change for more growth or more safety.
+
+Length constraints:
+- Max 1 sentence of rationale per position in the allocation table.
+- Risk summary: max 3 bullet points.
+- Growth/safety suggestions: max 2 bullet points each.
+- Keep total response under 40 lines.`, {
+        requiredInputs: ["risk_assessment"],
+        expectedOutputs: ["portfolio_summary"],
+      }),
+    ],
+  };
+}
+
+/** @deprecated Use buildPortfolioWorkflowDefinition instead */
+export function buildPortfolioWorkflow(resolution: SlotResolution<PortfolioSlots>): WorkflowPlan {
+  const def = buildPortfolioWorkflowDefinition(resolution);
+  return {
+    initialPrompt: def.steps[0].prompt,
+    followUps: def.steps.slice(1).map((s) => s.prompt),
+  };
+}

package/src/workflows/types.ts

@@ -0,0 +1,4 @@
+export interface WorkflowPlan {
+  initialPrompt: string;
+  followUps: string[];
+}