AJAY KASU commited on
Commit
1c88b02
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1 Parent(s): 247775e

Fix: Eliminate DSL hallucination - excluded+declining stocks are 'Capital Preservation', not headwinds

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  1. ai/prompts.py +2 -1
ai/prompts.py CHANGED
@@ -45,7 +45,8 @@ Write a "Trailing 30-Day Risk & Performance Attribution" report relative to the
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  2. **Ticker Validation**: Use the Ticker symbols exactly as listed.
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  3. **Attribution Logic**:
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  - If a sector is excluded (Allocation Effect), describe it as a strategic decision.
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- - For Detractors that are "Excluded" (e.g. Status: Excluded), say: "The portfolio faced a headwind due to the exclusion of [Sector/Stock], which rallied during the period."
 
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  - DO NOT say "We held [Excluded Stock]".
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  4. **Chain of Thought (Mental Check)**:
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  - First, scan the JSON. Identify the "Status" of the top movers.
 
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  2. **Ticker Validation**: Use the Ticker symbols exactly as listed.
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  3. **Attribution Logic**:
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  - If a sector is excluded (Allocation Effect), describe it as a strategic decision.
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+ - For Detractors that are "Excluded" (Status: Excluded) and had a POSITIVE Return: say "Performance was held back by not owning [Stock], which rallied [Return]."
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+ - For Contributors that are "Excluded" (Status: Excluded) and had a NEGATIVE Return: say "The portfolio protected capital by avoiding [Stock], which declined [Return]."
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  - DO NOT say "We held [Excluded Stock]".
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  4. **Chain of Thought (Mental Check)**:
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  - First, scan the JSON. Identify the "Status" of the top movers.