import chromadb from chromadb.config import Settings from chromadb.utils import embedding_functions class FinancialSituationMemory: """Memory system for storing and retrieving financial situations using local embeddings.""" def __init__(self, name, config): """ Initialize the memory system with local embeddings. Args: name: Name for the ChromaDB collection config: Configuration dictionary (kept for compatibility) """ # Use ChromaDB's default embedding function (uses all-MiniLM-L6-v2 internally) self.embedding_fn = embedding_functions.DefaultEmbeddingFunction() self.chroma_client = chromadb.Client(Settings(allow_reset=True)) self.situation_collection = self.chroma_client.create_collection( name=name, embedding_function=self.embedding_fn ) def get_embedding(self, text): """Get embedding for a text using the embedding function.""" embeddings = self.embedding_fn([text]) return embeddings[0] 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 = [] 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)) # Let ChromaDB handle embeddings automatically self.situation_collection.add( documents=situations, metadatas=[{"recommendation": rec} for rec in advice], ids=ids, ) def get_memories(self, current_situation, n_matches=1): """Find matching recommendations using embeddings""" results = self.situation_collection.query( query_texts=[current_situation], n_results=n_matches, include=["metadatas", "documents", "distances"], ) matched_results = [] if results["documents"] and results["documents"][0]: 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("test_memory", {}) # 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)}")