The total asset value and current asset value are responding correctly, and the total value matches the asset value displayed in the left panel.

Author: Prekshith-Microsoft

infra/main.bicep

@@ -158,6 +158,7 @@ var functionAppSqlPrompt = '''Generate a valid T-SQL query to find {query} for t
    ALWAYS select Client Name (Column: Client) in the query.
    Query filters are IMPORTANT. Add filters like AssetType, AssetDate, etc. if needed.
    When answering scheduling or time-based meeting questions, always use the StartTime column from ClientMeetings table. Use correct logic to return the most recent past meeting (last/previous) or the nearest future meeting (next/upcoming), and ensure only StartTime column is used for meeting timing comparisons.
+   For asset values: if question is about total \"asset value\"/\"portfolio value\"/\"AUM\" → return SUM of latest investments; if about \"current asset/investment value\" → return all latest investments without SUM.
    Only return the generated SQL query. Do not return anything else.'''
 
 var functionAppCallTranscriptSystemPrompt = '''You are an assistant who supports wealth advisors in preparing for client meetings. 

src/App/backend/agents/agent_factory.py

@@ -183,6 +183,7 @@ async def get_sql_agent(cls) -> dict:
     - Do not use client name for filtering
     - Assets table contains snapshots by date; do not sum values across dates
     - Use StartTime for time-based filtering (meetings)
+    - For asset values: if question is about total "asset value"/"portfolio value"/"AUM" → return SUM of latest investments; if about "current asset/investment value" → return all latest investments without SUM.
     - Only return the raw T-SQL query. No explanations or comments.
     """