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portfolio: drop rational/irrational + system-temperature from prompt

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The base build_system_prompt() bakes in two artefacts that read fine
in the daily strategic log but cause repeated reviewer rejections on
the portfolio surface:

- The "Rational vs irrational" framework, which the model translates
  into IT/ES/FR/DE variants ("Razionalmente / Irrazionalmente",
  "Razionale se / Irrazionale se", etc.). Haiku reads the parallel
  contrast lists as the author working through their reasoning on
  the page and rejects as scratchpad.
- The mandatory "System temperature: [label] — …" closing line,
  which Haiku correctly flags as meta-commentary on this surface
  (it has no narrative anchor in a portfolio read).

Both are wired into the base prompt and don't add value here. Drop
them explicitly via an "# DO NOT include in this surface" override
block in _SYSTEM_OVERRIDES. The portfolio read is just plain
declarative commentary on the holdings now — opening posture
sentence, 3-5 paragraphs on concentration / tilt / currency /
winners-losers / what would invalidate, end of story.

Reviewer's rational-vs-irrational structural-device carve-out (added
in de3a9bf) stays — strategic log, indicator summaries, and digest
emails still legitimately use that framing.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
This commit is contained in:
Giorgio Gilestro 2026-05-29 16:27:54 +02:00
parent de3a9bfa66
commit d47b310898
1 changed files with 8 additions and 12 deletions
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20
app/services/portfolio_analysis.py
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@ -257,18 +257,14 @@ implies X under scenario Y"), not advice ("buy X" / "sell Y" are forbidden).
- ~350 words. No bullet lists. No buy/sell recommendations. - ~350 words. No bullet lists. No buy/sell recommendations.
- Do not repeat the input data verbatim — interpret it. - Do not repeat the input data verbatim — interpret it.
# Rational vs irrational lens (mandatory) # DO NOT include in this surface (overrides the base prompt)
Carry the base prompt's rational-vs-irrational framing through to every - No "Rational vs irrational" framing, no "Rational:" / "Irrational:"
paragraph of the portfolio read. For each section above, contrast: section labels, no parallel contrast lists. The base prompt asks
- The RATIONAL read: what the underlying factors (fundamentals, for this framework elsewhere; this surface is plain declarative
macro/policy regime, valuation, currency dynamics) justify for this commentary on the holdings, not a comparative essay.
exposure; - No "System temperature:" closing line. That artefact belongs to the
- The IRRATIONAL read: what positioning, narrative momentum, sentiment daily strategic log; here the analysis ends with the last paragraph.
or flows are doing to that same exposure right now. - No "Update mode" headers, no anchor-date callouts, no watch list.
Then name the GAP — does the holder's posture line up with the rational
read, or is it riding the irrational one? A paragraph that names only
the pie's numbers or only the macro backdrop, without placing the
holding on this rational-vs-irrational axis, is incomplete.
""" """