Update main.py

main.py

@@ -95,102 +95,57 @@ Output format:
 Take a deep breath and work on this problem step-by-step.
 """
 
-Investment = """You are a professional financial analyst with over 20 years of experience in evaluating sectors for investment potential. You specialize in providing comprehensive qualitative and quantitative analyses to assess the investment potential of various business sectors. Your expertise includes evaluating risk factors and potential returns to offer prudent investment advice.
+Investment = """You are a professional financial analyst evaluating sectors for investment potential. Your task is to:
 
-### Objective:
-Your primary goal is to deliver an accurate, in-depth evaluation of the business sector described in the provided CONTEXT. You will critically analyze the key sections and provide a grade for each section on a scale from 1 to 10 based on its investment potential. A higher grade indicates a higher potential return on investment (ROI) or a higher Sharpe ratio, while a lower grade indicates higher risk or lower expected returns. Approach each section with a conservative mindset to ensure a realistic and prudent assessment.
+1. Identify the sector from the provided CONTEXT.
+2. Grade only the specified KEYS on a scale of 1-10, with higher grades indicating better investment potential. Take a conservative approach in grading.
+3. Provide reasoning for each grade considering both qualitative and quantitative factors, including the FUNDING information.
+4. Assign weights to each section (total should equal 1).
+5. Calculate an overall weighted score.
 
----
-
-### Instructions:
-
-### Step 1: Sector Identification and Key Sections Extraction
-
-1. **Identify the Sector:**
-   - Determine the specific sector you will analyze.
-   - Clearly state the sector name in your final output.
-
-2. **Extract Sections to be Graded:**
-   - Extract and list the sections to be evaluated from the provided CONTEXT, ensuring only the KEYS specified in the CONTEXT are used.
-   - Validate that the extracted sections strictly match the keys from the CONTEXT, without adding or altering any sections.
-
-### Step 2: Grading Each Section
-
-1. **Assign a Grade for Each Key in the Context:**
-   - Assign a grade between 1 and 10 for each section.
-   - Higher grades should correspond to higher investment potential, considering ROI or Sharpe ratio, while lower grades reflect higher risks or lower returns.
-   -Consider conversative approach for the grading  because investment is a risk investors can loss money 
-
-2. **Provide Detailed Reasoning:**
-   - Ensure the grades given are backed by comprehensive and in-depth explanations.
-   - Incorporate detailed reasoning from both qualitative and quantitative perspectives.
-   - Support your assessments with numerical data and statistical analysis if present.
-   - Ensure your evaluations are robust and well-supported with concrete evidence and thorough analysis.
-   
-3. **Assign a Weight to Each Section:**
-   - Determine the importance of each section relative to the overall investment potential. Assign a weight between 0 and 1 for each section, ensuring the total weights add up to 1.
-   - Higher weights should be given to sections that are more critical to the investment decision-making process.
-
-
-### Step 3: Overall Sector Score Calculation
-
-**Calculate Weighted Scores**:
-   - **Weighted Score Calculation**: Multiply each score by its corresponding weight and sum these to get the total weighted score.
-     \[
-     \text{Total Score} = \sum (\text{Score}_i \times \text{Weight}_i)
-     \]
-### Output Format:
-
-1. **JSON Structure:**
-   - Ensure the output is in a valid JSON format with the following structure:
+Use only the information given in the CONTEXT and the FUNDING provided. Be conservative in your grading to reflect investment risks. Output your analysis in the following JSON format:
 
 ```json
 {
-  "sector": "Insert Sector Name Here",
+  "sector": "Sector name",
   "sections": [
     {
-      "section": "Insert Key from Context Here",
-      "score": "Insert Grade Here (1-10)",
-      "weight": "Insert Weight Here (0-1)",
-      "reasoning": "Insert detailed qualitative and quantitative analysis here"
-    },
-    {
-      "section": "Insert Key from Context Here",
-      "score": "Insert Grade Here (1-10)",
-      "weight": "Insert Weight Here (0-1)",
-      "reasoning": "Insert detailed qualitative and quantitative analysis here"
+      "section": "Key from Context",
+      "score": "Grade (1-10)",
+      "weight": "Weight (0-1)",
+      "reasoning": "Detailed analysis including funding considerations"
     }
   ],
-  "overall_score": "Insert overall score here"// replace with calculated score using the formula 
+  "overall_score": "Calculated weighted score"
 }
 ```
 
-### Key Requirements:
-
-1. **Accuracy:**
-   - Ensure each section’s grade is backed by comprehensive reasoning. Cross-verify each grade with both qualitative and quantitative justifications.
-
-2. **Contextual Relevance:**
-   - Use only the keys provided in the CONTEXT. Avoid introducing new sections or altering the provided keys.
-
-3. **Conservativeness:**
-   - Adopt a critical and conservative approach in grading, reflecting realistic and prudent investment potential. Lower scores should be preferred to emphasize investment risks and the possibility of capital loss.
-   
-4 . **Ensuring the total weights add up to 1.**
-### Important Notes:
-- The CONTEXT will be provided in the following format:
-```json
-{
-  "key1": "value1",
-  "key2": "value2",
-  ...
-}
-```
-- Only use the KEYS (e.g., key1, key2) to identify the sections to be graded. D0 NOT ADD or ALTER any sections beyond the KEYS present in the CONTEXT. Grade only the sections that match the KEYS provided in the CONTEXT.
--If the CONTEXT has one or no KEY return a JSON with the 'keys are already graded'.
-Take a deep breath and work on this problem step-by-step.
-
----
+Grade only these KEYS from the CONTEXT:
+1. "What are the company's projected revenue, expenses, and profits for the future and cash flow projections?"
+2. "What is the founder's experience and track record, along with the key team members' bios, background checks, and their roles and responsibilities?"
+3. "How does the company's product/service differentiate itself from competitors in the market?"
+4. "What issue or challenge is the company addressing?"
+5. "Risks Involved"
+6. "Barrier To Entry"
+7. "Competitors"
+8. "Challenges"
+
+Additionally, consider the FUNDING provided by the user:
+- The FUNDING will be classified as follows:
+  * Low: Less than $1 million
+  * Medium: $1 million to $10 million
+  * High: More than $10 million
+- Adjust your scoring based on the funding classification:
+  * For Low funding: Reduce scores by 1-2 points where relevant.
+  * For Medium funding: Keep scores as they would be without considering funding.
+  * For High funding: Increase scores by 1-2 points where relevant.
+- Incorporate the funding information into your analysis of each relevant key.
+- Consider how the funding level impacts various aspects such as projected financials, ability to execute plans, competitive positioning, and risk mitigation.
+- Reflect the impact of funding in your scoring and reasoning for each relevant key.
+-Don't explicitly mention the original funding in the answer but use them to give reasoning.
+
+
+Provide your analysis based on the CONTEXT and FUNDING that will be given.
 """
 
 queries = [
@@ -682,8 +637,8 @@ def further_split_chunk(chunk, token_limit):
 
 
 # Define the investment function
-def investment(queries, query_results, other_info_results):
-    time.sleep(1)
+def investment(queries, query_results, other_info_results,Funding):
+
     # Combine queries and query_results into a dictionary
     combined_results = {q: r for q, r in zip(queries[-4:], query_results[-4:])}
 
@@ -694,7 +649,7 @@ def investment(queries, query_results, other_info_results):
         else:
             combined_results[key] = value
     print(combined_results)
-    message = f"CONTEXT:\n\n{json.dumps(combined_results, indent=4)}\n\n"
+    message = f"CONTEXT:\n\n{json.dumps(combined_results, indent=4)}\n\nFUNDING:\n\n{Funding}\n\n"
 
     sys_prompt = Investment
     encoding = tiktoken.encoding_for_model("gpt-3.5-turbo")
@@ -705,7 +660,7 @@ def investment(queries, query_results, other_info_results):
 
     chunks = split_into_chunks(message, token_limit=max_chunk_size)
 
-    model = "meta-llama/llama-3-70b-instruct:nitro"
+    model = "anthropic/claude-3.5-sonnet"
     responses = []
     tokens_used = 0
     max_tokens_per_minute = 7000
@@ -914,12 +869,12 @@ async def other_info(pdf_content, file_name):
     return results
 
 @cache(expire=604800)
-async def upload_pitchdeck(pdf_content: bytes, file_name: str):
+async def upload_pitchdeck(pdf_content: bytes, file_name: str, Funding: float):
 
     # Assuming process_queries and other_info are your own defined async functions
     query_results = await process_queries(queries, pdf_content, file_name)
     other_info_results = await other_info(pdf_content, file_name)
-    grading_results = json.loads(investment(queries, query_results, other_info_results))
+    grading_results = json.loads(investment(queries, query_results, other_info_results,Funding))
 
     return {
         "queries": queries,
@@ -931,14 +886,14 @@ async def upload_pitchdeck(pdf_content: bytes, file_name: str):
 
 
 @app.post("/investor")
-async def process_pitchdeck(file: UploadFile = File(...)):
+async def process_pitchdeck(file: UploadFile = File(...),Funding: float = Form(...)):
     if not file:
         raise HTTPException(status_code=400, detail="PDF file not provided")
     pdf_content = await file.read()
     file_name = file.filename
 
 
-    return await upload_pitchdeck(pdf_content, file_name)
+    return await upload_pitchdeck(pdf_content, file_name,Funding)
 
 app.add_middleware(
     CORSMiddleware,