import chromadb from chromadb.config import Settings from openai import OpenAI import os import asyncio from langchain_google_genai import GoogleGenerativeAIEmbeddings from sentence_transformers import SentenceTransformer class FinancialSituationMemory: def __init__(self, name, config): self.config = config self.provider = config.get("llm_provider", "openai").lower() if self.provider == "openai": self.embedding = "text-embedding-3-small" self.client = OpenAI(base_url=config["backend_url"]) self.embedding_model = None elif self.provider == "google": import asyncio try: asyncio.get_running_loop() except RuntimeError: asyncio.set_event_loop(asyncio.new_event_loop()) google_api_key = os.getenv("GOOGLE_API_KEY") self.embedding_model = GoogleGenerativeAIEmbeddings(model="models/embedding-001", google_api_key=google_api_key) self.client = None elif self.provider == "anthropic": self.embedding_model = None self.client = None else: # Use a local embedding model for other non-OpenAI providers self.embedding_model = SentenceTransformer("all-MiniLM-L6-v2") self.client = None self.chroma_client = chromadb.Client(Settings(allow_reset=True)) self.situation_collection = self.chroma_client.create_collection(name=name) def get_embedding(self, text): if self.provider == "openai": response = self.client.embeddings.create( model=self.embedding, input=text ) return response.data[0].embedding elif self.provider == "google": return self.embedding_model.embed_query(text) elif self.provider == "anthropic": raise NotImplementedError("Memory features are currently not supported for Anthropic provider. Please use OpenAI or Google for memory-enabled workflows.") else: # Use local embedding model return self.embedding_model.encode(text).tolist() 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 provider-appropriate embeddings""" 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 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)}")