Dataset Viewer
conversations
list |
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[
{
"from": "human",
"value": "Check my credit score"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user's query 'Check my credit score' is a direct request for their credit score information. This is a clear, standalone financial query related to credit. There are no co-references or ambiguous terms to resolve. 2. Function Selection: The query directly aligns with the 'c_a_l' intent under the 'credit' module, which handles credit score, report, and related eligibility queries. No other module or intent fits this request better. 3. Parameter Extraction: The user explicitly wants to check their credit score, so the parameter 'r_q' should capture the original query exactly as provided.\",\n \"module\": \"credit\",\n \"intent\": \"c_a_l\",\n \"params\": {\n \"r_q\": \"Check my credit score\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user's query 'Show me my holdings' is a direct request for information about their current investments. This matches the context of the latest interaction where the assistant provided a detailed breakdown of the user's holdings, including Mutual Funds, ETFs, and Stocks, along with their respective values and portfolio split. Since this is a follow-up to the previous query (which was also 'Show me my holdings'), and the assistant has already provided a comprehensive response, the intent remains consistent with retrieving all holdings. No co-reference resolution is needed as the query is explicit and self-contained.\",\n \"2. Function Selection: The best-fitting function is 'p_a_h' from the 'portfolio' module, as it handles requests related to portfolio holdings, account connection, risk profile, recommendations, fee and risk reduction, returns improvement, portfolio report card, portfolio score, best/worst performing funds/stocks in portfolio, least/most risky funds/stocks in portfolio, portfolio market cap allocation, exposure to securities in portfolio, portfolio sector split, red flags, social scoring, peer investments, and funds that match the stock portfolio. This query fits perfectly under 'p_a_h' because it directly asks for holdings.\",\n \"3. Parameter Extraction: The parameter 'r_q' is set to 'Show me my holdings' to maintain the user's original terminology and ensure consistency with the previous interaction.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show me my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Build a tailored portfolio"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"user is asking to build a tailored portfolio, although they haven't mentioned amount, sip or lumpsum or risk appetite yet, calling p_b with empty params as that will start a survey to get the details\",\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {}\n }\n]"
}
] |
[
{
"from": "human",
"value": "Yes"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"The user's query 'Yes' is a vague follow-up with no clear context. Based on the latest interaction, the assistant provided a detailed comparison of three ELSS funds (Quant ELSS Tax Saver Fund, HDFC ELSS Tax Saver, and SBI ELSS Tax Saver) across different time horizons. Since the user did not specify what 'Yes' refers to, and there is no explicit request for further details or actions, the most appropriate response is to treat this as a non-actionable input. Therefore, no function call is required.\",\n \"module\": \"general\",\n \"intent\": \"no_call\",\n \"params\": {\n \"is_related_to_finance_or_portfolio\": true,\n \"requires_rejection\": false,\n \"rejection_reason\": \"vague_follow_up\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How should I improve my portfolio returns?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking for advice on improving portfolio returns, which is a follow-up to the previous query about their portfolio score and report card. The latest interaction shows that the portfolio has underperformed the benchmark, with a portfolio score of 5/10 and no critical recommendations currently available. The assistant response also highlights that the portfolio's volatility matches the benchmark and that fees are not high. This indicates the primary issue is underperformance relative to the benchmark, not risk or cost.\\n\\n2. Function Selection: The query falls under the 'p_a_h' intent because it seeks actionable insights to improve returns based on the portfolio's current performance and report card. The user is not asking for a new investment strategy, fund details, or transaction history, but rather guidance on enhancing returns within their existing portfolio. This aligns with the 'p_a_h' module's purpose of providing recommendations and insights from the report card.\\n\\n3. Parameter Extraction: The original query is 'How should I improve my portfolio returns?' which maps directly to the 'r_q' parameter in p_a_h. No additional parameters like amount, strategy, or risk appetite are mentioned, so they remain unspecified. The focus is on improving returns, which is already indicated in the report card as a key area for improvement.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"How should I improve my portfolio returns?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What's happening in the markets?"
},
{
"from": "gpt",
"value": "[\n {\n \"module\": \"news\",\n \"intent\": \"w_s\",\n \"params\": {\n \"r_q\": \"What's happening in the markets?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Why quant midcap is under performing"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking why the Quant Mid Cap Fund is underperforming. This follows a previous query about the fund's performance ('How is Quant midcap fund'), and the assistant responded with basic fund details. The current query is a follow-up seeking an explanation for underperformance. The context clearly refers to the 'Quant Mid Cap Fund' as discussed in the latest interaction.\\n\\n2. Function Selection: The query seeks an explanation for underperformance of a specific fund, which falls under the domain of analyzing fund performance. Since the assistant previously stated 'No data found to explain the underperformance', this indicates that the system lacks the necessary data to provide a detailed reason. However, the intent is still to understand the cause of underperformance, which is not covered by p_a_h (which only handles portfolio-level analysis) or s_s_f (which provides fund details but not performance explanations). Therefore, the most appropriate intent is z (fallback for queries not handled by other intents), as it allows for a web search or deeper analysis.\\n\\n3. Parameter Extraction: The security name is explicitly mentioned as 'Quant Mid Cap Fund'. The query is focused on the reason for underperformance, so the rephrased query should be precise and include the fund name.\",\n \"module\": \"securities\",\n \"intent\": \"z\",\n \"params\": {\n \"r_q\": \"Why is Quant Mid Cap Fund underperforming?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What are my top performing funds?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user's query 'What are my top performing funds?' is a follow-up to the previous interaction where the assistant provided a list of best-performing holdings over the last year. The query is asking for the same information as the previous response, specifically the top-performing funds in the portfolio based on 1-year returns. Since the latest interaction already contains this data, the intent is to retrieve the same information again.\",\n \"2. Function Selection: The query directly aligns with the 'p_a_h' intent under the 'portfolio' module, which handles requests for best/worst performing funds in the portfolio. No other module or intent fits this query better.\",\n \"3. Parameter Extraction: The parameter 'r_q' is set to 'What are my top performing funds?' to reflect the user's exact query and ensure consistency with the context.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"What are my top performing funds?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "List all my stocks"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user's query 'List all my stocks' is a direct request for their stock holdings. This matches the intent p_a_h, which handles requests related to portfolio holdings, including stocks. The query is clear and does not require co-reference resolution as it is not vague or follow-up in nature.\\n\\n2. Function Selection: The intent p_a_h is the best fit because it specifically handles queries about user holdings, including stocks, funds, ETFs, etc. The query is asking for a list of all stocks in the user's portfolio, which falls under the scope of p_a_h.\\n\\n3. Parameter Extraction: The parameter r_q is set to 'List all my stocks' as it directly reflects the user's original query without any rephrasing needed.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"List all my stocks\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "I want to invest "
},
{
"from": "human",
"value": "Invalid function name: NO_CALL_REQUIRED. Only the following function names are allowed: c_s, c_w_p, s_s_f, s_r, n, p_a_h, o_h, i_s, c_a_l, p_b, g, u_s, t_l, n_b_l, r, w_s, t, z, v_p, no_call\nInvalid function params for NO_CALL_REQUIRED. Stick to mentioned params: "
},
{
"from": "gpt",
"value": "[\n {\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {}\n }\n]"
}
] |
[
{
"from": "human",
"value": "Unlock special loan offers"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking to unlock special loan offers, which falls under credit-related offers and eligibility. This matches the intent c_a_l which handles loan details and transactions.\",\n \"module\": \"credit\",\n \"intent\": \"c_a_l\",\n \"params\": {\n \"r_q\": \"Unlock Special Loan Offers\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How did my portfolio do last week?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking about the performance of their portfolio over the last week. The phrase 'last week' indicates a time-based performance query. Since the user is referring to 'my portfolio', this is a personal portfolio performance inquiry.\\n2. Function Selection: This query falls under the 'portfolio' module, specifically the 'p_a_h' intent, as it seeks performance details of the user's own portfolio. The intent 'p_a_h' handles questions related to portfolio performance, including time-based returns.\\n3. Parameter Extraction: The original query 'How did my portfolio do last week?' is rephrased to focus on the performance aspect over the specified period. The parameter 'r_q' is set to reflect the exact user terminology.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"How did my portfolio do last week?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for their holdings, which falls under portfolio-related queries. The phrase 'my holdings' clearly indicates the user wants to see the list of securities they own. This matches the intent p_a_h, which handles queries related to user holdings, account connection, risk profile, recommendations, and more.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show me my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Get me details of SBI Gold Fund"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for details of 'SBI Gold Fund'. This is a direct request for information about a specific mutual fund. The fund name 'SBI Gold Fund' is explicitly mentioned in the user query. Since the user wants general details, no specific data points (like expense ratio, returns, etc.) are requested. Therefore, we will use the s_s_f intent with only the 'sec' parameter populated.\",\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"SBI Gold Fund\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How should I improve my portfolio returns?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user is asking for advice on improving portfolio returns. This is a follow-up to the previous interaction where the user was shown their holdings and portfolio details. The query is general and not specific to any security or transaction. The assistant's last response was about HDFC Bank Ltd.'s 3-year returns, which indicates the user is interested in performance metrics.\",\n \"2. Function Selection: The query falls under the 'portfolio' module, specifically the 'p_a_h' intent, as it pertains to portfolio improvement, recommendations, and returns enhancement. This intent is appropriate because it covers questions related to improving returns, risk reduction, and portfolio recommendations.\",\n \"3. Parameter Extraction: The user did not specify any particular amount, strategy, or risk appetite. Therefore, no parameters are needed beyond the general query. The intent is to provide recommendations based on the current portfolio composition.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"How should I improve my portfolio returns?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user's query 'Show me my holdings' is a direct request for information about their portfolio holdings. This aligns with the latest interaction where the assistant mentioned '8.46% of your portfolio is exposed to these following stocks', indicating the user is seeking details about their current stock holdings. The query is not vague and does not reference any prior context beyond the current conversation. 2. Function Selection: The intent p_a_h is the most appropriate because it handles questions related to portfolio holdings, account connection, risk profile, recommendations, fee and risk reduction, returns improvement, portfolio report card, portfolio score, best/worst performing funds/stocks in portfolio, least/most risky funds/stocks in portfolio, portfolio market cap allocation, exposure to securities in portfolio, and other similar queries. This query directly asks for holdings, which falls under this intent. 3. Parameter Extraction: The parameter r_q should be set to 'Show me my holdings' to match the user's original terminology.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show me my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Unlock special loan offers"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking to unlock special loan offers, which aligns with credit-related benefits and promotions. This falls under the 'MyCash' eligibility and loan offers feature.\",\n \"module\": \"credit\",\n \"intent\": \"c_a_l\",\n \"params\": {\n \"r_q\": \"Unlock Special Loan Offers\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Hdfc bank"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User has provided 'Hdfc bank' which is a stock. Since the query is only the name of a security without any specific details or context, it falls under fetching details of a security. Using the security extraction guidelines, 'Hdfc bank' is identified as a stock. The intent s_s_f is selected to get details of this security.\",\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"Hdfc bank\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Get me details of Nippon India Multi Asset Allocation Fund"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking for details of 'Nippon India Multi Asset Allocation Fund'. This is a direct request for information about a specific mutual fund. The query does not reference any previous conversation, so no co-reference resolution is needed.\\n2. Function Selection: The query is asking for detailed information about a specific security (mutual fund), which falls under the 's_s_f' intent. This intent is designed to fetch details such as expense ratio, AUM, risk level, returns, etc., for a given fund.\\n3. Parameter Extraction: The security name is explicitly mentioned as 'Nippon India Multi Asset Allocation Fund'. No specific fields are requested, so the 's_d' parameter is not included.\",\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"Nippon India Multi Asset Allocation Fund\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What are the fees associated with this fund?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"The user is asking about the fees associated with 'this fund', which refers to the SBI Gold Fund mentioned in the latest interaction. The previous assistant response highlighted the expense ratio as 0.35 for the SBI Gold Fund. Since the user is now asking specifically about fees, and 'expense ratio' is a key fee component, this should be included in the response. No other fee-related details (like exit loads or entry loads) were provided earlier, so only the expense ratio will be shared. The query is a follow-up to the SBI Gold Fund details, so the intent is to retrieve additional specific data points about the fund.\",\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"SBI Gold Fund\",\n \"s_d\": [\n \"expense_ratio\"\n ]\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Get me details of HSBC Midcap Fund"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking for details of 'HSBC Midcap Fund'. This is a direct request for information about a specific mutual fund. The query does not reference any prior conversation, so no co-reference resolution is needed. 2. Function Selection: The intent is to retrieve details about a specific security (a mutual fund), which matches the s_s_f intent. 3. Parameter Extraction: The security name is 'HSBC Midcap Fund', and no specific details are requested, so the s_d parameter is not included.\",\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"HSBC Midcap Fund\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "I want to see my report card"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for their report card, which falls under portfolio analysis and recommendations. This is a follow-up to previous queries about holdings and performance. The query 'I want to see my report card' clearly refers to a comprehensive evaluation of their current portfolio, including performance, risk, diversification, and recommendations. Since the user has already been shown their holdings and best-performing funds, this request aligns with the p_a_h intent which handles portfolio report cards, score, and recommendations.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"View my report card\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. **Critical Query Analysis**: The user's query 'Show me my holdings' is a direct request for information about their portfolio holdings. This is a clear, standalone query with no co-references to previous interactions. The intent is to retrieve all holdings in the user's portfolio.\\n\\n2. **Function Selection**: The query fits perfectly under the 'p_a_h' intent in the 'portfolio' module, which handles requests related to portfolio holdings, account connection, risk profile, and recommendations. This is not a transactional or order-related query, so 'o_h' is not applicable. No other module can handle this request.\\n\\n3. **Parameter Extraction**: The parameter 'r_q' is set to the original user query 'Show me my holdings' to maintain context and ensure accurate retrieval of the user's holdings.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show me my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What is my portfolio score?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user's query 'What is my portfolio score?' is a direct request about their portfolio's performance evaluation. This falls under the 'My' funds/stocks/ETFs category, as it pertains to the user's own portfolio. The latest interaction contains a detailed portfolio recommendation with allocation breakdown and fund details, indicating that the user has already received a tailored portfolio. Therefore, this query is a follow-up to the most recent interaction.\",\n \"2. Function Selection: The intent 'p_a_h' (portfolio, user holdings, account connection, risk profile, recommendations, fee and risk reduction, returns improvement, portfolio report card, portfolio score, best/worst performing funds/stocks in portfolio, least/most risky funds/stocks in portfolio, portfolio market cap allocation, exposure to securities in portfolio, portfolio sector split, red flags, social scoring, peer investments and funds that match the stock portfolio) is the most appropriate because it specifically handles queries related to the user's portfolio score.\",\n \"3. Parameter Extraction: The parameter 'r_q' is set to 'What is my portfolio score?' to accurately reflect the user's original query without rephrasing, as it is already clear and specific.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"What is my portfolio score?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Yes"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"The user's query 'Yes' is a vague follow-up that lacks context. Based on the conversation history, the latest interaction was about adjusting the investment time horizon from 5 years to 2 years. The assistant previously suggested reducing equity exposure for a shorter time horizon. Since the user's 'Yes' likely confirms agreement with that suggestion, the intent is to provide guidance on portfolio adjustment for a 2-year horizon. This falls under portfolio advice related to risk and allocation changes based on time horizon, which aligns with the 'p_a_h' intent (portfolio analysis and recommendations).\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"How should I adjust my portfolio for a 2-year investment horizon?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Unlock special loan offers"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking to unlock special loan offers, which aligns with credit-related benefits and loan eligibility. This falls under the 'c_a_l' intent as it pertains to accessing special loan offers through MyCash.\",\n \"module\": \"credit\",\n \"intent\": \"c_a_l\",\n \"params\": {\n \"r_q\": \"Unlock Special Loan Offers\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Hyundai shares sell or hold ?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking whether to sell or hold Hyundai shares, which involves making a decision on an investment. This falls under the domain of investment advice and action, which is not supported by any of the allowed intents. The query cannot be handled by p_a_h (portfolio holdings), s_s_f (security details), or any other intent as it requires a recommendation on selling or holding. Therefore, this query is outside the scope of supported functions.\",\n \"module\": \"general\",\n \"intent\": \"no_call\",\n \"params\": {\n \"is_related_to_finance_or_portfolio\": true,\n \"requires_rejection\": true,\n \"rejection_reason\": \"investment_advice\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How is this score calculated"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking about the calculation of their portfolio score, which is a follow-up to the previous query about their portfolio score (8/10). The query 'How is this score calculated?' clearly refers to the portfolio score mentioned in the latest interaction. 2. Function Selection: This query falls under the 'portfolio' module and specifically the 'p_a_h' intent, as it seeks an explanation of the criteria behind the portfolio score. However, the 'p_a_h' intent cannot handle explanations regarding the criteria and methodology used for calculating the score. Therefore, no suitable function exists for this query. 3. Parameter Extraction: Since no valid function can handle this request, no parameters are extracted.\",\n \"module\": \"general\",\n \"intent\": \"no_call\",\n \"params\": {\n \"is_related_to_finance_or_portfolio\": true,\n \"requires_rejection\": false,\n \"rejection_reason\": \"methodology_explanation\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How did my portfolio do last week?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking about the performance of their portfolio over the last week. This is a follow-up query related to portfolio performance, which falls under the 'p_a_h' intent as it pertains to historical performance of the user's holdings. The phrase 'last week' indicates a time-based performance query.\\n2. Function Selection: The 'p_a_h' intent is appropriate because it handles queries about portfolio performance, including time-based returns (e.g., last week, last month). It can retrieve historical returns for the user's portfolio over the specified period.\\n3. Parameter Extraction: The parameter 'r_q' is set to 'How did my portfolio do last week?' to reflect the original user query accurately.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"How did my portfolio do last week?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How should I improve my portfolio returns?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking for advice on improving portfolio returns, which falls under the 'p_a_h' intent as it relates to their portfolio performance and recommendations. The query is not vague and directly seeks improvement strategies. 2. Function Selection: The 'p_a_h' intent is best suited because it handles queries about returns improvement, recommendations, and portfolio score. 3. Parameter Extraction: The original query is 'How should I improve my portfolio returns?', which maps directly to the 'r_q' parameter in p_a_h.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"How should I improve my portfolio returns?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What is the expense ratio of this fund?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user's query 'What is the expense ratio of this fund?' is a follow-up to the latest interaction where ICICI Prudential Equity Savings Fund was discussed. The term 'this fund' refers to ICICI Prudential Equity Savings Fund, as it is the most recently mentioned security in the conversation history.\",\n \"2. Function Selection: The query asks for a specific financial metric (expense ratio) of a fund. This matches the intent 's_s_f' (to get details or holdings of a security), as it requires retrieving a specific attribute of a known fund. No other intent fits better.\",\n \"3. Parameter Extraction: The security name is 'ICICI Prudential Equity Savings Fund' (from the latest interaction). The requested data point is 'expense_ratio', which is a valid parameter under s_s_f. Since the user is asking specifically for the expense ratio, this should be included in the s_d field.\"\n ],\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"ICICI Prudential Equity Savings Fund\",\n \"s_d\": [\n \"expense_ratio\"\n ]\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user's query 'Show me my holdings' is a direct request for portfolio details. This matches the latest interaction where the assistant already provided a summary of holdings, including total value, investment vehicle split, and a list of mutual funds and stocks. Since this is a follow-up to a previous 'Show me my holdings' request, the intent remains focused on retrieving portfolio data.\\n\\n2. Function Selection: The most appropriate function is 'p_a_h' (portfolio holdings) because the user is asking for their current holdings across investments, which includes mutual funds and stocks. This aligns with the module's purpose of retrieving information about user's holdings, account connections, risk profile, and portfolio composition.\\n\\n3. Parameter Extraction: The parameter 'r_q' is set to 'Show me my holdings' as it directly reflects the user's original query without modification, ensuring accuracy and consistency with the system's expectations.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show me my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Review my portfolio"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking to review their portfolio, which falls under the 'p_a_h' intent as it involves a comprehensive analysis of their holdings, performance, risk profile, recommendations, and other portfolio-related insights. The query is general but clearly refers to their own portfolio, so calling p_a_h with the original query as r_q.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Review my portfolio\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How did my portfolio do last week?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking about the performance of their portfolio over the last week. This falls under portfolio-related queries involving historical performance, which is covered by the p_a_h intent. The query is specific to 'my portfolio' and time-bound ('last week'), so it requires a rephrased query for accurate retrieval. No other intent fits better than p_a_h for this context.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"How did my portfolio do last week?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How did my portfolio do last week?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking about the performance of their portfolio over the last week. This is a follow-up query related to portfolio performance, specifically focusing on a time frame (last week). The query is clear and refers to the user's own portfolio, so it falls under the 'p_a_h' intent. There are no co-references or ambiguous terms to resolve.\\n2. Function Selection: The 'p_a_h' intent is the best fit because it handles questions about portfolio performance, including returns over specific time periods like 'last week'. It also supports queries about top/best/worst performing funds in the portfolio, which aligns with the user's interest in performance.\\n3. Parameter Extraction: The original query is 'How did my portfolio do last week?'. Using rephrasing guidelines, this is converted to 'Show my portfolio performance for last week'. The parameter 'r_q' is set to this rephrased query.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show my portfolio performance for last week\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Generate detailed report"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user's query 'Generate detailed report' is vague and lacks specific context. There is no prior mention of a particular portfolio, fund, or time period in the conversation history that could clarify what kind of report they are requesting. Since the latest interaction involves a portfolio recommendation with specific funds and allocations, the most logical interpretation is that the user wants a detailed report on the portfolio recently presented (\\u20b910 crore goal by 2040). However, the query does not explicitly reference any security, portfolio, or data point from the previous interactions. 2. Function Selection: Given the ambiguity and lack of specificity, this query cannot be mapped to any of the supported intents. It does not fall under p_a_h (portfolio holdings), p_b (portfolio builder), s_s_f (security details), s_r (search securities), w_s (web search), or any other intent. The query is too general to trigger a meaningful action. 3. Parameter Extraction: No valid parameters can be extracted due to the vagueness of the request. Without a clear subject (e.g., a fund name, portfolio ID, or specific metric), no parameters can be defined.\",\n \"module\": \"general\",\n \"intent\": \"no_call\",\n \"params\": {\n \"is_related_to_finance_or_portfolio\": true,\n \"requires_rejection\": false,\n \"rejection_reason\": \"vague_query\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Can you provide more details about the risk in my portfolio?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking for more details about risk in their portfolio. This follows the latest interaction where the assistant shared that 'Your portfolio has higher risk than the benchmark.' The query is a follow-up seeking deeper insights into the risk aspect of the portfolio.\\n\\n2. Function Selection: The query is directly related to the risk profile of the user's current portfolio holdings. Since the user is asking about risk in their own portfolio, and not about a specific fund or security, the appropriate intent is p_a_h (portfolio holdings and analysis), which handles risk-related insights within the context of the user's portfolio.\\n\\n3. Parameter Extraction: The original query is 'Can you provide more details about the risk in my portfolio?'. This should be rephrased to clearly reflect the request for detailed risk analysis. Using the rephrasing guidelines, the query is transformed into a focused request for risk details in the user's portfolio.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Provide more details about the risk in my portfolio\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Can you provide details on its 5 Year returns?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user's query 'Can you provide details on its 5 Year returns?' is a follow-up to the previous interaction about the Motilal Oswal Nifty 500 ETF, where the expense ratio was discussed. The pronoun 'its' refers to the Motilal Oswal Nifty 500 ETF. The user is specifically asking for the 5-year returns of this fund.\\n2. Function Selection: The query is seeking specific performance data (5-year returns) for a known security (Motilal Oswal Nifty 500 ETF), which falls under the 's_s_f' intent. This intent is appropriate because it allows retrieval of detailed fund information including historical returns.\\n3. Parameter Extraction: The security name is 'Motilal Oswal Nifty 500 ETF'. The requested detail is 'returns_5Y_annual', which maps to '5 Year returns'. No investment action is requested, so 'invest' is False.\",\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"Motilal Oswal Nifty 500 ETF\",\n \"s_d\": [\n \"returns_5Y_annual\"\n ],\n \"invest\": false\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Build a tailored portfolio"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking to build a tailored portfolio. This falls under the portfolio builder intent (p_b). Since no amount, investment strategy (SIP/Lumpsum), or risk appetite is mentioned, the parameters will be empty as this will initiate a survey to gather these details.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {}\n }\n]"
}
] |
[
{
"from": "human",
"value": "Get me details of Invesco India Midcap Fund"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for details of 'Invesco India Midcap Fund'. This is a direct request for security details. The fund name is explicitly mentioned in the query. Using the security extraction guidelines, the security name is 'Invesco India Midcap Fund'. Since the user hasn't specified any particular detail (like expense ratio, returns, etc.), no s_d parameter is needed.\",\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"Invesco India Midcap Fund\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for their holdings, which falls under portfolio-related queries. The query 'Show me my holdings' directly relates to viewing what securities are in their portfolio. This matches the intent p_a_h, which handles questions about user holdings, account connection, risk profile, recommendations, etc.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show me my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "I want to invest"
},
{
"from": "gpt",
"value": "[\n {\n \"module\": \"general\",\n \"intent\": \"g\",\n \"params\": {\n \"general_type\": \"select_investment_flow\",\n \"is_related_to_finance_or_portfolio\": true\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Uti High performance fund"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user's query 'Uti High performance fund' is vague and lacks specificity. However, based on the conversation history, the user has previously expressed interest in switching from UTI Flexi Cap Fund to a high-performing UTI fund for tax-saving purposes. The latest interaction confirms the user wants to switch to a 'high-performing UTI fund' while saving tax. This indicates the user is seeking a high-performing UTI ELSS fund for Section 80C benefits.\",\n \"2. Function Selection: The query does not ask for fund details, holdings, or transaction history. It also does not request a comparison or search. The intent is clearly to identify a high-performing UTI fund that qualifies for tax savings under Section 80C. This falls under the 'z' intent (fallback) as it requires external analysis and cannot be resolved by s_s_f, s_r, p_a_h, or p_b. The 'z' intent is appropriate because it allows for a broader search and recommendation based on performance and tax eligibility.\",\n \"3. Parameter Extraction: The parameter 'r_q' must be rephrased to reflect the user's intent accurately. The query should be transformed into a clear, actionable request: 'Find the best-performing UTI ELSS fund for tax-saving under Section 80C with strong historical returns.' This ensures the system understands the need for both tax benefits and high performance.\"\n ],\n \"module\": \"securities\",\n \"intent\": \"z\",\n \"params\": {\n \"r_q\": \"Find the best-performing UTI ELSS fund for tax-saving under Section 80C with strong historical returns\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What's happening in the markets?"
},
{
"from": "gpt",
"value": "[\n {\n \"module\": \"news\",\n \"intent\": \"w_s\",\n \"params\": {\n \"r_q\": \"What's happening in the markets?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Best etf with high return "
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user's query 'Best etf with high return' is a follow-up to the previous interaction where top-performing mutual funds were discussed. The query specifically asks for ETFs with high returns, which is a new focus area (ETFs vs mutual funds). Since no specific ETF was mentioned in the latest interaction, and the user is asking for 'best' ETFs with high returns, this is a general search request for ETFs based on performance. The query does not reference any prior security by name, so co-reference resolution is not needed.\",\n \"2. Function Selection: The query fits the 's_r' intent under the 'securities' module because it seeks to find ETFs based on performance (high returns), which aligns with filtering securities by returns. The 'z' intent could also be considered, but since the user is asking for a recommendation based on a specific criterion (high return), 's_r' is more appropriate as it allows filtering by category and performance metrics.\",\n \"3. Parameter Extraction: The parameter 'r_q' must be rephrased to clearly reflect the user\\u2019s intent. Using the rephrasing guidelines, the query is transformed into a structured search request: 'Find ETFs with high returns'. This ensures clarity and precision in the search.\"\n ],\n \"module\": \"securities\",\n \"intent\": \"s_r\",\n \"params\": {\n \"r_q\": \"Find ETFs with high returns\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What’s happening in the market, how it impacts you, and what to do next."
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user is asking for a comprehensive update on current market conditions, how these developments affect their personal portfolio, and actionable steps they should take next. This query spans multiple domains\\u2014market overview, personal impact assessment, and strategic guidance.\",\n \"2. Function Selection: The query cannot be handled by any single intent because it combines market news (which requires real-time data), personalized portfolio impact analysis (requires p_a_h), and recommendations (also p_a_h). However, since the user is asking about 'what to do next' in context of market movements, this falls under portfolio advice and analysis. The best fitting intent is p_a_h as it can address market impact on holdings, portfolio performance, and recommendations.\",\n \"3. Parameter Extraction: The original query does not specify any security or amount. It is a high-level request for market impact and next steps. Therefore, the r_q parameter will be rephrased to focus on market impact and recommended actions based on the user\\u2019s portfolio, using the full context of their holdings.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"What\\u2019s happening in the market, how it impacts my portfolio, and what actions I should take next?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Get me details of Edelweiss US Technology Equity Fund of Fund"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user is asking for details about 'Edelweiss US Technology Equity Fund of Fund'. This is a specific mutual fund, and the query is clear and direct. No co-references to resolve from previous interactions are needed as this is a standalone request.\",\n \"2. Function Selection: The intent is to retrieve detailed information about a specific security (mutual fund). The appropriate function is 's_s_f' (security details) because the user wants comprehensive data on a particular fund.\",\n \"3. Parameter Extraction: The security name is explicitly provided as 'Edelweiss US Technology Equity Fund of Fund'. No additional parameters like 's_d' are specified in the query, so we will not include any specific data points unless follow-up occurs. The parameter 'sec' will be set to the exact fund name.\"\n ],\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"Edelweiss US Technology Equity Fund of Fund\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "I want to start an SIP of 10,000 and my risk appetite is Very High"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking to start an SIP of 10,000 with a Very High risk appetite. This matches the portfolio builder intent (p_b) as it involves investing money with specific parameters. The amount is explicitly mentioned as 10,000 and risk appetite is specified as 'Very High'. No assumptions are made; values are taken directly from the user query.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {\n \"amount\": \"10000\",\n \"strategy\": \"S\",\n \"r_a\": \"VERY_HIGH\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Best SIP currently"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for the best SIP currently, which refers to identifying top-performing mutual funds suitable for SIP investments. This query falls under searching for funds based on performance and suitability for SIP, which is handled by the s_r intent. The query does not specify any filters like risk appetite or amount, so it will be processed as a general search for best SIPs.\",\n \"module\": \"securities\",\n \"intent\": \"s_r\",\n \"params\": {\n \"r_q\": \"Find the best SIP funds currently\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Active fund"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User query 'Active fund' is vague and does not specify any context such as portfolio, securities, or investment strategy. It does not clearly refer to a specific fund, security, or financial action. Since it cannot be mapped to any specific intent like p_a_h (portfolio holdings), s_s_f (security details), s_r (search securities), or p_b (portfolio builder), and does not fit general queries like greetings or capabilities, the best fit is no_call as it doesn't fall under any supported intent.\",\n \"module\": \"general\",\n \"intent\": \"no_call\",\n \"params\": {\n \"is_related_to_finance_or_portfolio\": true,\n \"requires_rejection\": false,\n \"rejection_reason\": \"vague_query\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Current portfolio value mutual funds , stocks and etfs require xirr return "
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking for the XIRR (Internal Rate of Return) of their entire portfolio, including mutual funds, stocks, and ETFs. This is a follow-up to previous queries about portfolio holdings and returns. The user has already been provided with a detailed breakdown of their portfolio value, composition, and holdings. The query specifically requests XIRR, which requires transaction-level data (dates and amounts) for accurate calculation.\\n\\n2. Function Selection: The XIRR calculation cannot be performed without detailed transaction history (purchase/sale dates and amounts). While the assistant previously mentioned that XIRR requires transaction records, it did not provide a mechanism to fetch or process this data. Therefore, no function can directly compute XIRR from the current information. The correct intent is 'no_call' because the system cannot calculate XIRR without access to transactional data.\\n\\n3. Parameter Extraction: Since no function can handle this request, no parameters are required.\",\n \"module\": \"general\",\n \"intent\": \"no_call\",\n \"params\": {\n \"is_related_to_finance_or_portfolio\": true,\n \"requires_rejection\": true,\n \"rejection_reason\": \"transaction_data_required_for_xirr\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Yes"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"The user's query is 'Yes', which is a vague follow-up. Based on the conversation history, the latest interaction is the assistant's response to the user's initial request to build a tailored portfolio with a very high risk appetite and an SIP of 10,000. The assistant provided a detailed portfolio allocation. The 'Yes' likely confirms agreement to proceed with that portfolio. Therefore, the intent is to build the portfolio as suggested, which aligns with the 'p_b' (portfolio builder) intent. No additional parameters are needed as the portfolio was already fully defined in the previous response.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {}\n }\n]"
}
] |
[
{
"from": "human",
"value": "I want to start an SIP of 3,00,000 and my risk appetite is High"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking to start an SIP of 3,00,000 with a high risk appetite. This is a follow-up to the previous interaction where the user had mentioned 'I want to start an SIP of 3,00,000 and my risk appetite is Medium'. The current query changes the risk appetite from 'Medium' to 'High', which is a critical update. Since the user has now specified both the amount (3,00,000) and risk appetite (High), this is a complete input for portfolio building.\\n\\n2. Function Selection: The intent is to build a tailored portfolio based on the user's SIP amount and risk profile. This matches the 'p_b' (portfolio builder) intent. The previous response already had a portfolio built for medium risk, but now the risk preference has changed to 'High', so a new portfolio must be generated.\\n\\n3. Parameter Extraction: The amount is explicitly mentioned as '3,00,000' \\u2014 this should be converted to integer format as '300000'. The risk appetite is specified as 'High', which maps to 'HIGH' in the risk options. The investment type is SIP, so strategy is 'S'. No default values are assumed; all parameters are explicitly provided.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {\n \"amount\": \"300000\",\n \"strategy\": \"S\",\n \"r_a\": \"HIGH\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How did my portfolio do last week?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. **Critical Query Analysis**: The user is asking about the performance of their portfolio over the last week. The query is specific and refers to 'my portfolio', which indicates a personal financial context. There is no co-reference or ambiguity in the query, and it directly relates to portfolio performance.\\n\\n2. **Function Selection**: The query is asking for the performance of the user's portfolio over a specific time period (last week). This falls under the 'portfolio' module and specifically the 'p_a_h' intent, which handles questions related to portfolio performance, including returns over time. Although 'p_a_h' does not explicitly handle 'performance' in the list, it is part of the broader scope of 'portfolio' queries, including returns and performance metrics.\\n\\n3. **Parameter Extraction**: The parameter 'r_q' is set to 'How did my portfolio do last week?' to reflect the original user query exactly, as per the rephrasing guidelines.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"How did my portfolio do last week?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Can you provide more details about the risk in my portfolio?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking for more details about risk in their portfolio. This is a follow-up to the previous interaction where the assistant provided a portfolio summary highlighting that the portfolio has higher risk than the benchmark. The query 'Can you provide more details about the risk in my portfolio?' is directly related to the risk aspect mentioned in the latest response.\\n\\n2. Function Selection: Since the user is asking for detailed information about risk in their portfolio, and this falls under the scope of portfolio analysis (specifically risk-related insights), the appropriate function is p_a_h. This intent is used for queries related to portfolio holdings, risk profile, recommendations, and portfolio report card. The user's request for 'more details' about risk aligns with the capabilities of p_a_h, which can provide deeper insights into risk metrics such as volatility, risk level, and risk-adjusted returns.\\n\\n3. Parameter Extraction: The original query is 'Can you provide more details about the risk in my portfolio?'. To ensure clarity and specificity, the rephrased query should focus on requesting detailed risk information. The parameter r_q should be set to 'Provide detailed risk information about my portfolio', which captures the user's intent while maintaining alignment with the p_a_h module's expected input format.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Provide detailed risk information about my portfolio\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How credible are you?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"The user is asking about the credibility of the system, which falls under general system capability explanation. This is not a financial query and does not relate to portfolio, securities, news, credit, or investment advice. The query is asking for an evaluation of the system's reliability, which is outside the scope of financial intent classification.\",\n \"module\": \"general\",\n \"intent\": \"g\",\n \"params\": {\n \"general_type\": \"capabilities\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my loan details"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for loan details, which falls under credit-related queries. The query 'Show me my loan details' clearly indicates a request for information about their loan, specifically MyCash/loan details and transactions. This matches the intent c_a_l in the credit module.\",\n \"module\": \"credit\",\n \"intent\": \"c_a_l\",\n \"params\": {\n \"r_q\": \"Show me my loan details\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What's happening in the markets?"
},
{
"from": "gpt",
"value": "[\n {\n \"module\": \"news\",\n \"intent\": \"w_s\",\n \"params\": {\n \"r_q\": \"What's happening in the markets?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "View report card"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user's query 'View report card' is a follow-up to the previous interaction where the assistant provided a portfolio performance summary with a score of 10/10 and social ranking in the top 10%. The latest interaction shows that the user has already been presented with a report card, and this query is explicitly asking to view it again. Since the user has not asked for any specific detail beyond viewing the report card, no co-reference resolution is needed.\",\n \"2. Function Selection: The intent 'p_a_h' (portfolio analysis and holdings) is the most appropriate because the user is requesting a report card, which falls under portfolio analysis. The function supports retrieving the report card, including returns, risk, expense ratio, and recommendations.\",\n \"3. Parameter Extraction: The parameter 'r_q' is set to 'View report card' as it matches the user's original query and aligns with the purpose of retrieving the report card.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"View report card\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How do I get loan against my mutual funds?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user is asking about the process of obtaining a loan against their mutual funds. This is a financial query related to credit facilities tied to investment holdings. The query is specific and does not reference any prior conversation, so no co-reference resolution is needed.\",\n \"2. Function Selection: The query falls under the credit module, specifically regarding loans against mutual funds. The intent 'c_a_l' (credit score, report, saving on interest rate payments with MyCash, cash against mutual funds, MyCash/loan eligibility, loan (MyCash) details and transactions) is the most appropriate as it directly addresses loan-related queries involving mutual fund collateral.\",\n \"3. Parameter Extraction: The user's query is about accessing a loan against mutual funds. The parameter 'r_q' should capture the essence of the question in natural language form. Since the user is asking for the process, the rephrased query should reflect that clearly.\",\n \"4. Final Decision: The selected intent is 'c_a_l' with the parameter 'r_q' set to the rephrased version of the user's query.\"\n ],\n \"module\": \"credit\",\n \"intent\": \"c_a_l\",\n \"params\": {\n \"r_q\": \"How do I get a loan against my mutual funds?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Build a tailored portfolio"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"user is asking to build a tailored portfolio, although they haven't mentioned amount, sip or lumpsum or risk appetite yet, calling p_b with empty params as that will start a survey to get the details\",\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {}\n }\n]"
}
] |
[
{
"from": "human",
"value": "View Report Card"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking to view their report card. The latest interaction shows that the user previously asked for their report card, and the assistant responded with a detailed report card including returns, risk, and expense ratio analysis. Since the user is now repeating the same request, it indicates they want to see the report card again. This falls under the 'p_a_h' intent as it involves retrieving portfolio insights and performance details.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"View Report Card\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Can you provide more details about the risk in my portfolio?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking for more details about risk in their portfolio. This follows a previous interaction where the assistant provided a summary of the portfolio's risk profile, stating 'Your portfolio has higher risk than the benchmark.' The current query is a follow-up seeking deeper insights into this risk aspect.\\n\\n2. Function Selection: Since the user is inquiring about risk within their own portfolio, and specifically wants more details beyond the initial summary, the appropriate intent is p_a_h (portfolio analysis and holdings). This intent supports queries related to risk profile, risk exposure, and detailed risk assessment of the user's portfolio.\\n\\n3. Parameter Extraction: The user\\u2019s query directly references 'risk in my portfolio,' which aligns with the r_q parameter for p_a_h. No additional parameters are needed as the request is general but contextually clear from the prior interaction.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Can you provide more details about the risk in my portfolio?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. **Critical Query Analysis**: The user's query 'Show me my holdings' is a direct request for information about their current portfolio holdings. This is a clear and unambiguous query related to the user's investment portfolio.\\n\\n2. **Function Selection**: The query falls under the 'portfolio' module, specifically the 'p_a_h' intent, as it seeks information about the user's current holdings in their portfolio. This intent is designed for queries related to portfolio, user holdings, account connection, risk profile, recommendations, fee and risk reduction, returns improvement, portfolio report card, portfolio score, best/worst performing funds/stocks in portfolio, least/most risky funds/stocks in portfolio, portfolio market cap allocation, exposure to securities in portfolio (e.g., how much X do I own? do I have x?), portfolio sector split, red flags, social scoring (e.g., Do I fall in top 10%), peer (others like me) investments and funds that match the stock portfolio.\\n\\n3. **Parameter Extraction**: The parameter 'r_q' is set to 'Show me my holdings' as it directly reflects the user's original query without any rephrasing needed.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show me my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What are the recommendations to improve my returns?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user is asking for recommendations to improve their portfolio returns. This query follows the latest interaction where the assistant provided a report card stating 'Your portfolio has under performed the benchmark.' The user's current query is a direct follow-up seeking actionable steps to address this underperformance. Since the report card did not provide any critical recommendations, the query falls under the need to retrieve recommendations related to improving returns, which is covered by the p_a_h intent.\",\n \"2. Function Selection: The p_a_h intent is selected because it handles queries about portfolio recommendations, including those aimed at improving returns. The assistant previously mentioned that there are no critical recommendations, but the user is now explicitly asking for them, which justifies using p_a_h to retrieve or re-evaluate such recommendations.\",\n \"3. Parameter Extraction: The parameter r_q is set to 'What are the recommendations to improve my returns?' to accurately reflect the user's request and ensure the system retrieves relevant recommendations based on the portfolio's underperformance relative to the benchmark.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"What are the recommendations to improve my returns?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What is my portfolio score?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user is asking for their portfolio score, which is a direct request about the overall performance or health of their investment portfolio. This query is standalone and does not co-reference any previous interaction. The latest interaction is about improving portfolio returns, but the current query is distinct and focused on the portfolio score.\",\n \"2. Function Selection: The intent 'p_a_h' (portfolio holdings) is appropriate because it covers queries related to portfolio score, report card, and overall portfolio health. This is the correct module and intent for assessing the user's portfolio score.\",\n \"3. Parameter Extraction: The parameter 'r_q' is set to 'What is my portfolio score?' to match the user's original query exactly.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"What is my portfolio score?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Get me details of Parag Parikh Flexi Cap Fund"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for details of 'Parag Parikh Flexi Cap Fund'. This is a direct request for information about a specific fund. The query matches the intent s_s_f as it seeks detailed information about a security (fund). No follow-up or co-reference resolution is needed since the fund name is explicitly mentioned. The security name is extracted directly from the user's query.\",\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"Parag Parikh Flexi Cap Fund\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Should i hold jswstell"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking whether they should hold Jswsteel, which is a stock in their portfolio. This is a follow-up to the previous query about Jswsteel's performance. The intent is to seek advice on holding the stock based on its performance and risk profile.\\n\\n2. Function Selection: The query is asking for a recommendation on whether to hold a specific stock (Jswsteel) in the portfolio. This falls under 'p_a_h' as it pertains to portfolio holdings and recommendations related to them. The assistant previously provided performance data, so this is a logical follow-up for advice on holding the stock.\\n\\n3. Parameter Extraction: The user's query is 'Should i hold jswstell'. The security name is 'Jswsteel' (corrected spelling from 'jswstell'). The query seeks advice on holding this stock, so the parameter 'r_q' should be set to 'Should I hold Jswsteel?' to reflect the original intent.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Should I hold Jswsteel?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What is my portfolio score?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for their portfolio score, which falls under the 'p_a_h' intent as it relates to portfolio details and user holdings. The query is direct and does not require any additional context or rephrasing.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"What is my portfolio score?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "View Report Card"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user's query 'View Report Card' is a follow-up to the previous interaction where the assistant provided the portfolio score and mentioned 'Would you like to see your report card for more insights?'. This indicates that the user is now explicitly requesting the report card, which is part of the portfolio analysis. The query is directly related to the latest interaction and aligns with the intent to view detailed insights about the portfolio.\\n2. Function Selection: The query falls under the 'portfolio' module and specifically matches the 'p_a_h' intent because it pertains to accessing the portfolio report card, which includes performance insights, recommendations, and other analytical data. The assistant already hinted at this in the prior response, confirming the relevance.\\n3. Parameter Extraction: The original query 'View Report Card' is rephrased to match the expected format for the 'p_a_h' intent. Since no specific details like risk level or time frame are mentioned, the parameter 'r_q' is set to 'View my report card' to reflect the user's request accurately.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"View my report card\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "One of the stocks sold by me but it still appears in the holding list?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking about a stock that was sold but still appears in their holding list. This indicates a discrepancy between the user's perception of their portfolio and the current holdings data. The query is about the accuracy of the portfolio holdings, specifically regarding a stock that should no longer be present. Since the user is referring to 'my' holdings and questioning the presence of a stock they believe has been sold, this falls under the scope of portfolio holdings analysis. The intent is to investigate and clarify the status of a specific holding in the portfolio, which aligns with p_a_h as it involves reviewing current holdings and identifying inconsistencies. No transaction history or order details are being requested directly, so o_h is not applicable. The query is not about searching for new securities, comparing funds, or seeking news, so other modules do not apply. Therefore, p_a_h is the most appropriate intent to address the user's concern about incorrect holding data.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"One of the stocks I sold still appears in my holding list. Can you verify its current status?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Build a tailored portfolio"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User has requested to build a tailored portfolio. This is a direct request for portfolio construction based on their preferences, which falls under the portfolio builder intent (p_b). No amount, investment strategy (SIP/Lumpsum), or risk appetite has been specified yet, so we will proceed with an empty params object to initiate the portfolio builder survey.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {}\n }\n]"
}
] |
[
{
"from": "human",
"value": "View Report Card"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user's query 'View Report Card' is a follow-up to the latest interaction where the assistant mentioned 'Would you like to see your report card for more insights?'. This indicates the user wants to access the detailed portfolio report card that was previously referenced. The query is not vague and directly refers to the report card mentioned in the previous response.\\n\\n2. Function Selection: The intent p_a_h (portfolio analysis - holdings) is the best fit because it handles requests related to the portfolio report card, as explicitly stated in the module description. The assistant already offered the report card in the previous response, so this is a direct follow-up to view it.\\n\\n3. Parameter Extraction: The parameter r_q is set to 'View my report card' to match the user's request and align with the rephrasing guidelines. Since the user is asking to view the report card, no additional parameters are needed beyond the intent.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"View my report card\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What is my riskiest fund?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. **Critical Query Analysis**: The user is asking 'What is my riskiest fund?', which is a follow-up to the previous query about best performing holdings. The term 'my' indicates this is about their personal portfolio, not general funds. The latest interaction shows the best performing funds, but the user now wants to know the riskiest one in their portfolio. Since the query is about their own holdings and specifically asks for the riskiest fund, it falls under portfolio analysis.\\n\\n2. **Function Selection**: The query is asking for the most risky fund in the user's portfolio. This aligns with the 'p_a_h' intent, as it involves analyzing the user's holdings to identify the highest-risk security based on risk profile. No other module can handle this specific request.\\n\\n3. **Parameter Extraction**: The original query is 'What is my riskiest fund?'. Using rephrasing guidelines, this should be converted into a clear request for identifying the most risky fund in the user's portfolio. The parameter 'r_q' will contain the rephrased version of the query.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"What is my riskiest fund?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "I want to invest a lumpsum amount of 2,00,000 and my risk appetite is Medium"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user is asking to invest a lumpsum amount of 2,00,000 with a medium risk appetite. This is a follow-up to the previous interaction where the user was prompted to build a tailored portfolio. The query clearly specifies both the investment amount (2,00,000) and risk appetite (Medium). No co-references are present as this is a standalone request.\",\n \"2. Function Selection: The query fits perfectly under the 'portfolio builder' intent (p_b), as it involves investing a specific lumpsum amount with a defined risk profile. The intent p_b is appropriate because the user is seeking a tailored portfolio based on their investment amount and risk tolerance.\",\n \"3. Parameter Extraction: The exact parameter values are derived directly from the user's input. The amount is 200000 (converted from 2,00,000 by removing commas), strategy is 'L' for lumpsum, and risk appetite is 'MEDIUM'. No default values are assumed as all parameters are explicitly provided.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {\n \"amount\": \"200000\",\n \"strategy\": \"L\",\n \"r_a\": \"MEDIUM\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What is my portfolio score?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for their portfolio score, which falls under the 'p_a_h' intent as it pertains to their portfolio holdings and performance metrics. The query is direct and specific to their portfolio, so no rephrasing or additional context is needed.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"What is my portfolio score?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show stock "
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User query is vague and incomplete, only saying 'Show stock'. No specific stock or context provided. Cannot determine intent without more information.\",\n \"module\": \"general\",\n \"intent\": \"no_call\",\n \"params\": {\n \"is_related_to_finance_or_portfolio\": true,\n \"requires_rejection\": false,\n \"rejection_reason\": \"vague_query\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me gold funds"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking to 'Show me gold funds'. This is a clear request for funds that are focused on gold as an asset class. There is no co-reference or ambiguity in the query, and it does not refer to any previous interaction.\\n\\n2. Function Selection: The query is asking for a list of funds with exposure to gold. This falls under the 'securities' module, specifically the 's_r' intent, which is used to search for securities with specific filters, including sector or asset class exposure. The query cannot be handled by 's_s_f' because it is not asking for details about a specific fund, nor can it be handled by 'p_a_h' because it is not related to the user's portfolio holdings. Hence, 's_r' is the best fit.\\n\\n3. Parameter Extraction: The user wants funds related to gold. The parameter 'r_q' should be rephrased to clearly indicate the search for gold-focused funds. Using the rephrasing guidelines, the query becomes 'Show me gold funds', which is already clear and appropriate.\",\n \"module\": \"securities\",\n \"intent\": \"s_r\",\n \"params\": {\n \"r_q\": \"Show me gold funds\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "I want to see my report card"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for their report card, which is a part of portfolio analysis. The query 'I want to see my report card' clearly indicates a request for a comprehensive assessment of their portfolio, including performance, risk, recommendations, and other insights. This falls under the 'p_a_h' intent as it pertains to portfolio holdings and analysis. The user has previously asked about their riskiest fund, which shows they are actively engaging with portfolio health metrics. Therefore, calling p_a_h with the rephrased query 'Show my report card' is appropriate.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show my report card\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for their holdings, which falls under portfolio-related queries. The query 'Show me my holdings' is a direct request for information about the user's current investments. This matches the intent p_a_h, which handles questions related to portfolio, user holdings, account connection, risk profile, recommendations, fee and risk reduction, returns improvement, portfolio report card, portfolio score, best/worst performing funds/stocks in portfolio, least/most risky funds/stocks in portfolio, portfolio market cap allocation, exposure to securities in portfolio, portfolio sector split, red flags, social scoring, peer investments, and funds that match the stock portfolio.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show me my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show my best performing holdings?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking for their best performing holdings, which refers to the funds or securities in their portfolio that have delivered the highest returns. This is a follow-up query related to their portfolio performance and is clearly asking for a list of top-performing funds within their existing portfolio.\\n\\n2. Function Selection: The query falls under the 'portfolio' module, specifically the 'p_a_h' intent, as it seeks information about the user's current holdings with a focus on performance. The 'p_a_h' intent is designed to handle queries about portfolio holdings, including best/worst performing funds, exposure, sector split, and other related details.\\n\\n3. Parameter Extraction: The original query 'Show my best performing holdings?' is already clear and specific. No rephrasing is needed as it directly aligns with the 'p_a_h' intent's purpose. The parameter 'r_q' will be set to the exact user query to retrieve the best performing funds from the user's portfolio.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show my best performing holdings?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Redeem "
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User query is 'Redeem' which is a vague follow-up with no specific security or amount mentioned. Since the latest interaction was about the Quant ELSS Tax Saver Fund, and the user previously asked for details of this fund, it's likely they are referring to redeeming this fund. However, the intent 'redeem' is not supported by any module. Therefore, calling general intent 'g' with 'pause_redeem_sell' type.\",\n \"module\": \"general\",\n \"intent\": \"g\",\n \"params\": {\n \"general_type\": \"pause_redeem_sell\",\n \"is_related_to_finance_or_portfolio\": true\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What returns can I expect from this portfolio?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user is asking about expected returns from their portfolio. This is a follow-up to the latest interaction where a tailored portfolio was presented with a lumpsum investment of \\u20b91,50,000 and medium risk appetite. The query is specific to the portfolio previously recommended, so it refers to that exact portfolio. There is no ambiguity or co-reference to resolve as the context is clear.\",\n \"2. Function Selection: The intent is to understand the expected returns of a portfolio. This falls under the 'portfolio' module and specifically the 'p_a_h' intent (portfolio holdings and recommendations), as it seeks performance expectations based on the current portfolio allocation. No other intent can handle this query accurately.\",\n \"3. Parameter Extraction: The parameter 'r_q' must be set to reflect the user's question in rephrased form. Using the rephrasing guidelines, 'What returns can I expect from this portfolio?' is rephrased to 'What are the expected returns of my portfolio?' to maintain clarity and specificity.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"What are the expected returns of my portfolio?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Get me details of HDFC Flexi Cap Fund"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking for details of 'HDFC Flexi Cap Fund'. This is a direct request for information about a specific mutual fund. There are no co-references or ambiguous terms to resolve. The query is clear and specific.\\n2. Function Selection: The intent 's_s_f' (security details) is the best fit because the user wants detailed information about a specific fund. This includes data like expense ratio, returns, holdings, benchmark, etc., which aligns with the capabilities of s_s_f.\\n3. Parameter Extraction: The security name is explicitly mentioned as 'HDFC Flexi Cap Fund'. No investment action is requested, so 'invest' is set to False. No specific data points (like returns or expense ratio) are asked for, so 's_d' is not included.\",\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"HDFC Flexi Cap Fund\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "I want to start an SIP of 10,000 and my risk appetite is High"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking to start an SIP of 10,000 with a high risk appetite. This matches the portfolio builder intent (p_b) as it involves investing money with specific parameters. The amount is explicitly mentioned as 10,000 and risk appetite is High. No assumptions are made; both parameters are directly provided in the query.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {\n \"amount\": \"10000\",\n \"strategy\": \"S\",\n \"r_a\": \"HIGH\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How my portfolio doing "
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking about the current status of their portfolio. This is a general query about portfolio performance, which falls under the 'p_a_h' intent as it relates to portfolio health, holdings, and overall performance. The query is vague but clearly refers to the user's own portfolio, so we use the p_a_h intent with the rephrased query.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"How is my portfolio doing?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Get me details of 360 ONE Focused Fund"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for details of '360 ONE Focused Fund'. This is a direct request for information about a specific fund. The query does not ask for investment, comparison, or any follow-up data points. Since the user wants general details of the fund, the appropriate intent is s_s_f with no additional parameters like invest, amount, or strategy. The security name is explicitly mentioned as '360 ONE Focused Fund' in the query.\",\n \"module\": \"securities\",\n \"intent\": \"s_s_f\",\n \"params\": {\n \"sec\": \"360 ONE Focused Fund\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Analize mf portfolio and tell me which silver and gold etf mfs suits it the most"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user is asking for an analysis of their mutual fund (MF) portfolio and a recommendation on which Silver and Gold ETFs best suit it. This is a follow-up to a previous query about Silver ETFs, indicating the user is interested in precious metals exposure. The query is not about holdings or performance of specific funds but rather a recommendation based on portfolio suitability. Since the user is asking for 'which' ETFs suit their portfolio, this implies they want personalized advice based on their current holdings, risk profile, asset allocation, and investment goals. However, no specific details about the user's portfolio are provided in the current or prior interactions.\",\n \"2. Function Selection: The intent 'p_a_h' (portfolio analysis) cannot be used because the query is not about analyzing existing holdings, returns, or risk exposure\\u2014it's asking for recommendations on new investments (Silver and Gold ETFs). The intent 'p_b' (portfolio builder) could be considered, as it involves investing money and building a portfolio, but it requires an amount and risk appetite, which are not specified. The query does not ask to invest money, only to identify suitable ETFs. The intent 's_r' (search securities with filters) is also not applicable because the user is not asking to search for ETFs based on criteria like sector, expense ratio, etc., but wants a recommendation tailored to their portfolio. Therefore, no function can support this query directly without additional information.\",\n \"3. Parameter Extraction: Since no specific parameters (like portfolio details, risk profile, investment amount, or time horizon) are provided, no valid parameters can be extracted. The request is too vague and lacks the necessary context for any financial function to act upon.\"\n ],\n \"module\": \"general\",\n \"intent\": \"no_call\",\n \"params\": {\n \"is_related_to_finance_or_portfolio\": true,\n \"requires_rejection\": true,\n \"rejection_reason\": \"insufficient_information\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. **Critical Query Analysis**: The user's query 'Show me my holdings' is a direct request for information about their portfolio holdings. This matches the intent of retrieving details about the user's current investments, which falls under the 'p_a_h' intent in the portfolio module. There is no co-reference or ambiguity in this query as it explicitly refers to the user's own holdings.\\n\\n2. **Function Selection**: The most appropriate function is 'p_a_h' from the 'portfolio' module, as it specifically handles queries related to user holdings, account connection, risk profile, recommendations, and other portfolio-related details. This query does not require any additional context or follow-up.\\n\\n3. **Parameter Extraction**: The parameter 'r_q' is set to the original user query 'Show me my holdings' to maintain clarity and ensure the system understands the exact request.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show me my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me gold funds"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for gold funds, which falls under the search for securities with specific characteristics. The query does not mention investing or details about a specific fund, so it fits the s_r intent for searching funds based on category.\",\n \"module\": \"securities\",\n \"intent\": \"s_r\",\n \"params\": {\n \"r_q\": \"Show me gold funds\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Mutual funf for investing?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user's query 'Mutual funf for investing?' appears to be a typo for 'Mutual funds for investing?'. Given the context of the previous interaction where the user asked about their portfolio sectors, this is a follow-up query seeking investment options. The query is asking for mutual funds suitable for investing, which aligns with portfolio building or fund recommendations.\",\n \"2. Function Selection: The intent is to recommend mutual funds for investment. This falls under the portfolio builder module (p_b) as it involves suggesting funds based on investment goals. The query does not specify an amount, risk appetite, or strategy, so default parameters are not assumed. The best-fitting function is p_b.\",\n \"3. Parameter Extraction: The user did not specify an amount, risk appetite, or investment strategy. Therefore, no specific parameters can be extracted. The system will prompt the user for these details in the next step.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {}\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show my best performing holdings?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user's query 'Show my best performing holdings?' is a follow-up to the previous interaction where the assistant provided a summary of the portfolio's performance, including a list of mutual funds and their holding values. The user is now asking for the best-performing holdings within their portfolio. Since the previous response included a list of mutual funds with their holding values, this query refers to those same holdings. The term 'best performing' implies the highest returns or growth in value, which aligns with the context of the last update where the portfolio increased by \\u20b914,272. There are no co-references to resolve as the query is self-contained and directly follows the prior interaction.\",\n \"2. Function Selection: The query asks for the best-performing holdings in the user's portfolio, which falls under the 'p_a_h' intent (portfolio, user holdings, account connection, risk profile, recommendations, fee and risk reduction, returns improvement, portfolio report card, portfolio score, best/worst performing funds/stocks in portfolio, least/most risky funds/stocks in portfolio, portfolio market cap allocation, exposure to securities in portfolio, portfolio sector split, red flags, social scoring, peer investments, and funds that match the stock portfolio). This intent is appropriate because it directly addresses the user's request for identifying top-performing funds within their portfolio.\",\n \"3. Parameter Extraction: The parameter 'r_q' is extracted using the user's original terminology. The query is rephrased to match the expected format for the 'p_a_h' intent. The exact parameter value is 'Show my best performing holdings?' as it directly reflects the user's request without any modification.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show my best performing holdings?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show my best performing holdings?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user's query 'Show my best performing holdings?' is a follow-up to previous interactions about portfolio holdings and performance. The latest interaction shows a summary of the portfolio with a total current value of \\u20b917,28,585 and a total return of \\u20b9-83,985. The user has asked for details on specific stocks like Tata Capital Ltd. and previously requested a list of all stocks. This query is asking for the best-performing holdings in their portfolio, which falls under the 'p_a_h' intent as it relates to portfolio holdings and performance analysis.\",\n \"2. Function Selection: The 'p_a_h' function is selected because it handles queries related to portfolio holdings, including identifying top-performing funds/stocks. This query specifically asks for the best-performing holdings, which aligns with the 'p_a_h' intent's capability to provide insights into top performers within the portfolio.\",\n \"3. Parameter Extraction: The parameter 'r_q' is set to 'Show my best performing holdings?' to accurately reflect the user's request. No additional parameters are needed as this is a direct query about portfolio performance without specifying timeframes or other filters.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show my best performing holdings?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "I your opinion which is the most volitile mf"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user is asking for an opinion on the most volatile mutual fund. This is a subjective query based on volatility, which falls under portfolio analysis. The phrase 'I your opinion' appears to be a typo, likely meant to be 'In your opinion'. The user is seeking a recommendation or insight into the most volatile mutual fund, which aligns with portfolio analysis intent (p_a_h) as it relates to risk exposure and performance characteristics of funds in their portfolio.\",\n \"2. Function Selection: The intent p_a_h is selected because the query is asking about the most volatile mutual fund, which involves analyzing risk levels and performance metrics of funds in the user's portfolio. This is within the scope of p_a_h as it pertains to identifying high-risk funds or securities in the portfolio.\",\n \"3. Parameter Extraction: The parameter r_q is extracted using the original user query, rephrased to be clear and specific: 'Which mutual fund in my portfolio is the most volatile?'\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Which mutual fund in my portfolio is the most volatile?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Show me my holdings"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking for their holdings, which falls under portfolio-related queries. The phrase 'my holdings' clearly indicates the user wants to see the list of securities they own. This matches the intent p_a_h, which handles queries related to user holdings, account connection, risk profile, recommendations, and more.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"Show me my holdings\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "How do I get loan against my mutual funds?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"User is asking about the process of getting a loan against mutual funds, which falls under credit-related services. This query is directly related to MyCash/loan eligibility and cash against mutual funds. The intent 'c_a_l' is best suited for this query as it handles loan details, eligibility, and transactions related to credit.\",\n \"module\": \"credit\",\n \"intent\": \"c_a_l\",\n \"params\": {\n \"r_q\": \"How do I get loan against my mutual funds?\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "Analyze my portfolio and let me know which gold or silver etf mf best suits it to invest for 1 year to 3 years I'll be 1k one timeonly then add more acc to convince "
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": [\n \"1. Critical Query Analysis: The user is asking for an analysis of their portfolio to determine which Gold or Silver ETFs are best suited for a 1-3 year investment horizon. They plan to invest \\u20b91,000 as a one-time lumpsum and may add more later. This is a follow-up to previous queries about Silver ETFs and portfolio recommendations, indicating the user is in the decision-making phase for adding precious metal exposure.\",\n \"2. Function Selection: The query involves evaluating existing portfolio holdings to recommend suitable Gold or Silver ETFs based on risk profile, time horizon, and investment strategy. This falls under 'p_a_h' (portfolio analysis) because it requires assessing current holdings and recommending specific ETFs that align with the user's goals. However, since the user has not provided any details about their current portfolio (e.g., fund names, asset allocation, risk profile), no actual portfolio data can be analyzed. Therefore, the intent shifts to 'p_b' (portfolio builder) to guide a new investment strategy based on the user\\u2019s stated goal.\",\n \"3. Parameter Extraction: The user specifies a one-time investment of \\u20b91,000, a 1\\u20133 year time horizon, and interest in Gold/Silver ETFs. Since this is a new investment and not a portfolio review, we use 'p_b' with 'amount' = 1000, 'strategy' = 'L' (lumpsum), and 'r_a' = 'MEDIUM' (default assumption for 1\\u20133 year horizon). No specific fund names are mentioned, so no 'sec' parameter is included.\"\n ],\n \"module\": \"portfolio\",\n \"intent\": \"p_b\",\n \"params\": {\n \"amount\": 1000,\n \"strategy\": \"L\",\n \"r_a\": \"MEDIUM\"\n }\n }\n]"
}
] |
[
{
"from": "human",
"value": "What returns can I expect from this portfolio?"
},
{
"from": "gpt",
"value": "[\n {\n \"chain_of_thought\": \"1. Critical Query Analysis: The user is asking about expected returns from the portfolio that was previously recommended (based on their high-risk appetite and SIP of \\u20b914,000). The query refers to 'this portfolio', which is clearly the one discussed in the latest interaction. 2. Function Selection: This query seeks performance expectations of a tailored portfolio, which falls under the 'portfolio' module. The intent 'p_a_h' (portfolio holdings/analysis) is appropriate because it can provide insights into expected returns based on the portfolio's composition and historical data. 3. Parameter Extraction: The user's original query is 'What returns can I expect from this portfolio?'. The parameter 'r_q' should be set to this exact phrase to ensure accurate retrieval of return projections.\",\n \"module\": \"portfolio\",\n \"intent\": \"p_a_h\",\n \"params\": {\n \"r_q\": \"What returns can I expect from this portfolio?\"\n }\n }\n]"
}
] |
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