import chromadb from chromadb.config import Settings from openai import OpenAI import os class FinancialSituationMemory: def __init__(self, name, config): # Handle embeddings based on provider if config["backend_url"] == "http://localhost:11434/v1": # Ollama local embeddings self.embedding = "nomic-embed-text" self.client = OpenAI(base_url=config["backend_url"]) elif config.get("llm_provider", "").lower() == "openrouter": # OpenRouter doesn't have native embeddings, use OpenAI embeddings as fallback openai_key = os.getenv("OPENAI_API_KEY") if not openai_key: print("Warning: OPENAI_API_KEY not found. Memory features disabled for OpenRouter.") self.client = None else: self.embedding = "text-embedding-3-small" self.client = OpenAI(api_key=openai_key) # Use OpenAI directly for embeddings else: # Default to text-embedding-3-small for OpenAI and others self.embedding = "text-embedding-3-small" self.client = OpenAI(base_url=config["backend_url"]) self.chroma_client = chromadb.Client(Settings(allow_reset=True)) self.situation_collection = self.chroma_client.get_or_create_collection(name=name) def get_embedding(self, text): """Get OpenAI embedding for a text""" if self.client is None: raise RuntimeError("Embedding client not initialized. Check API key configuration.") response = self.client.embeddings.create( model=self.embedding, input=text ) return response.data[0].embedding def add_situations(self, situations_and_advice): """Add financial situations and their corresponding advice. Parameter is a list of tuples (situation, rec)""" situations = [] advice = [] ids = [] embeddings = [] offset = self.situation_collection.count() for i, (situation, recommendation) in enumerate(situations_and_advice): situations.append(situation) advice.append(recommendation) ids.append(str(offset + i)) embeddings.append(self.get_embedding(situation)) self.situation_collection.add( documents=situations, metadatas=[{"recommendation": rec} for rec in advice], embeddings=embeddings, ids=ids, ) def get_memories(self, current_situation, n_matches=1): """Find matching recommendations using OpenAI embeddings""" try: # Skip if collection is empty if self.situation_collection.count() == 0: return [] query_embedding = self.get_embedding(current_situation) results = self.situation_collection.query( query_embeddings=[query_embedding], n_results=n_matches, include=["metadatas", "documents", "distances"], ) matched_results = [] for i in range(len(results["documents"][0])): matched_results.append( { "matched_situation": results["documents"][0][i], "recommendation": results["metadatas"][0][i]["recommendation"], "similarity_score": 1 - results["distances"][0][i], } ) return matched_results except Exception as e: # Return empty if embedding fails (e.g., no OpenAI quota) print(f"Memory lookup skipped (embedding unavailable): {e}") return [] if __name__ == "__main__": # Example usage matcher = FinancialSituationMemory() # Example data example_data = [ ( "High inflation rate with rising interest rates and declining consumer spending", "Consider defensive sectors like consumer staples and utilities. Review fixed-income portfolio duration.", ), ( "Tech sector showing high volatility with increasing institutional selling pressure", "Reduce exposure to high-growth tech stocks. Look for value opportunities in established tech companies with strong cash flows.", ), ( "Strong dollar affecting emerging markets with increasing forex volatility", "Hedge currency exposure in international positions. Consider reducing allocation to emerging market debt.", ), ( "Market showing signs of sector rotation with rising yields", "Rebalance portfolio to maintain target allocations. Consider increasing exposure to sectors benefiting from higher rates.", ), ] # Add the example situations and recommendations matcher.add_situations(example_data) # Example query current_situation = """ Market showing increased volatility in tech sector, with institutional investors reducing positions and rising interest rates affecting growth stock valuations """ try: recommendations = matcher.get_memories(current_situation, n_matches=2) for i, rec in enumerate(recommendations, 1): print(f"\nMatch {i}:") print(f"Similarity Score: {rec['similarity_score']:.2f}") print(f"Matched Situation: {rec['matched_situation']}") print(f"Recommendation: {rec['recommendation']}") except Exception as e: print(f"Error during recommendation: {str(e)}")