@bloomai/cli 0.1.3 → 0.1.5

package/README.md

@@ -34,27 +34,71 @@ jq '.data[] | select(.revenue_growth > 0.1)' /tmp/bloom/aapl-revenue.json
 
 ## Commands
 
+### Core Research
 | Command | What it does | Example |
 |---------|-------------|---------|
 | `info` | Company fundamentals, ratings, peers | `bloom info AAPL MSFT` |
 | `news` | Recent news headlines | `bloom news AAPL --limit 5` |
 | `price` | Historical price data | `bloom price AAPL --timeframes 1d,1m,1y` |
 | `financials` | Revenue, margins, cash flow | `bloom financials AAPL --type revenue` |
-| `sentiment` | Market mood (AAII, Fear&Greed, VIX) | `bloom sentiment` |
-| `market` | Market map, sectors, movers | `bloom market --type top_movers` |
-| `collections` | Curated stock lists by theme | `bloom collections --section VALUE` |
-| `screen` | Filter stocks by metrics | `bloom screen "market_cap > 100B" "pe_ratio < 25"` |
 | `earnings` | Earnings history & estimates | `bloom earnings AAPL` |
+| `earnings-calendar` | Upcoming earnings dates | `bloom earnings-calendar --days 7` |
 | `technicals` | RSI, MAs, patterns, options flow | `bloom technicals AAPL` |
-| `options-history` | Options sentiment over time | `bloom options-history AAPL --days 30` |
+| `ma` | Raw moving average data (SMA/EMA) | `bloom ma AAPL --sma 50,100,200 --ema 20` |
+| `options-history` | Options sentiment evolution over time | `bloom options-history AAPL` |
+| `transcript` | Search earnings call transcripts | `bloom transcript AAPL "AI" "services"` |
+| `compare` | Side-by-side stock comparison | `bloom compare AAPL MSFT GOOG` |
+
+### Valuation & Risk
+| Command | What it does | Example |
+|---------|-------------|---------|
+| `dcf` | Discounted cash flow valuation | `bloom dcf AAPL` |
+| `risk` | Risk factors from SEC 10-K filings | `bloom risk AAPL` |
+| `ratings` | Analyst grades & price targets | `bloom ratings AAPL` |
+| `short-interest` | Short interest history | `bloom short-interest AAPL` |
+| `holders` | Institutional & mutual fund holders | `bloom holders AAPL` |
+| `insider` | SEC Form 4 insider trading | `bloom insider AAPL` |
+
+### Portfolio & Strategy
+| Command | What it does | Example |
+|---------|-------------|---------|
 | `portfolio` | Portfolio risk analysis | `bloom portfolio '{"AAPL":0.5,"MSFT":0.5}'` |
+| `backtest` | Portfolio backtest against benchmark | `bloom backtest --symbols AAPL,MSFT --allocations 0.5,0.5` |
+| `correlation` | Correlation matrix for symbols | `bloom correlation AAPL MSFT GOOG` |
+| `drawdown` | Portfolio drawdown analysis | `bloom drawdown --symbols AAPL,MSFT --allocations 0.5,0.5` |
+| `position-size` | Kelly criterion position sizing | `bloom position-size --bull 0.6 --bear -0.15 --conviction 8 --value 100000` |
 | `trades` | AI trade evaluation | `bloom trades "Buy AAPL: strong AI catalysts"` |
 | `catalysts` | Forward-looking value drivers | `bloom catalysts AAPL MSFT` |
-| `position-size` | Kelly criterion sizing | `bloom position-size --bull 0.6 --bear -0.15 --conviction 8 --value 100000` |
-| `transcript` | Search earnings call transcripts | `bloom transcript AAPL "AI" "services"` |
-| `ai-trades` | Recent AI model trade decisions (InvestingArena) | `bloom ai-trades --model claude --limit 5` |
+
+### Market & Macro
+| Command | What it does | Example |
+|---------|-------------|---------|
+| `sentiment` | Market mood (AAII, Fear&Greed, VIX) | `bloom sentiment` |
+| `market` | Market map, sectors, movers | `bloom market --type top_movers` |
+| `macro` | GDP, CPI, unemployment, fed funds, treasury yields | `bloom macro --indicators GDP,CPI` |
+| `sectors` | Sector performance across time periods | `bloom sectors` |
+| `screen` | Filter stocks by metrics | `bloom screen "market_cap > 100B" "pe_ratio < 25"` |
+| `collections` | Curated stock lists by theme | `bloom collections --section VALUE` |
+
+### Corporate Events
+| Command | What it does | Example |
+|---------|-------------|---------|
+| `dividends` | Dividend history | `bloom dividends AAPL` |
+| `splits` | Stock split history | `bloom splits AAPL` |
+| `ipo` | Upcoming and recent IPOs | `bloom ipo --from 2026-05-01` |
+
+### AI Arena
+| Command | What it does | Example |
+|---------|-------------|---------|
+| `ai-trades` | Recent AI model trade decisions | `bloom ai-trades --model claude --limit 5` |
 | `ai-portfolio` | AI model portfolio positions & performance | `bloom ai-portfolio --model openai` |
 
+## Environment Variables
+
+| Variable | Required for | Description |
+|----------|-------------|-------------|
+| `BLOOM_API_KEY` | All commands | Bloom API key (`bloom auth login`) |
+
 ## Global Flags
 
 Every command supports:
@@ -117,6 +161,21 @@ bloom transcript AAPL "AI" "services" "margins" --max 20 -o /tmp/bloom/transcrip
 jq '.matches[] | {speaker, text}' /tmp/bloom/transcript.json
 ```
 
+### Moving Averages
+```bash
+# Default: 100-day SMA + 100-day EMA
+bloom ma AAPL
+
+# Custom periods
+bloom ma AAPL --sma 50,100,200 --ema 20,100
+
+# Last 50 data points, save to file
+bloom ma AAPL --sma 200 --limit 50 -o /tmp/bloom/aapl-ma.json
+
+# Extract latest values
+jq '.indicators | to_entries[] | {(.key): .value | to_entries | last | .value}' /tmp/bloom/aapl-ma.json
+```
+
 ### AI Arena (InvestingArena — 3 AIs with real money)
 ```bash
 # All AI models' recent trades
@@ -138,6 +197,41 @@ bloom ai-portfolio --model gemini
 jq '[.[] | {model: .ai_model, return_pct, account_value}]' /tmp/bloom/ai-portfolio.json
 ```
 
+### Valuation & Risk Research
+```bash
+# DCF valuation
+bloom dcf AAPL -o /tmp/bloom/aapl-dcf.json
+
+# Risk factors from 10-K filing
+bloom risk AAPL -o /tmp/bloom/aapl-risks.json
+
+# Analyst ratings and price targets
+bloom ratings AAPL
+
+# Who owns this stock?
+bloom holders AAPL --limit 10
+bloom insider AAPL
+
+# Short interest
+bloom short-interest AAPL
+```
+
+### Portfolio Analytics
+```bash
+# Backtest a portfolio
+bloom backtest --symbols AAPL,MSFT,GOOG --allocations 0.4,0.3,0.3 -o /tmp/bloom/backtest.json
+
+# Correlation matrix
+bloom correlation AAPL MSFT GOOG AMZN
+
+# Drawdown analysis
+bloom drawdown --symbols AAPL,MSFT --allocations 0.5,0.5
+
+# Macro overview
+bloom macro --indicators GDP,CPI,UNEMPLOYMENT
+bloom sectors
+```
+
 ## Tips
 
 - Use `-o` to download data to files, then `jq` to extract. Saves context tokens.

package/SKILL.md

@@ -50,6 +50,16 @@ jq '.data[] | select(.revenue_growth > 0.1)' /tmp/bloom/aapl-revenue.json
 | `transcript` | Search earnings call transcripts | `bloom transcript AAPL "AI" "services"` |
 | `ai-trades` | Recent AI model trade decisions (InvestingArena) | `bloom ai-trades --model claude --limit 5` |
 | `ai-portfolio` | AI model portfolio positions & performance | `bloom ai-portfolio --model openai` |
+| `search` | Web search via Serper (Google) | `bloom search "nvidia earnings Q1 2026"` |
+| `scrape` | Scrape a web page via Firecrawl | `bloom scrape https://example.com` |
+
+## Environment Variables
+
+| Variable | Required for | Description |
+|----------|-------------|-------------|
+| `BLOOM_API_KEY` | All financial commands | Bloom API key (`bloom auth login`) |
+| `SERPER_API_KEY` | `bloom search` | Serper.dev API key for web search |
+| `FIRECRAWL_API_KEY` | `bloom scrape` | Firecrawl API key for web scraping |
 
 ## Global Flags
 

package/dist/index.js

@@ -110,7 +110,8 @@ function registerAuthCommand(program2) {
 }
 
 // src/api.ts
-var MCP_URL = "https://api.getbloom.app/mcp/";
+var API_BASE = "https://api.getbloom.app";
+var MCP_URL = `${API_BASE}/mcp/`;
 var requestId = 0;
 async function callTool(toolName, args) {
   const apiKey = requireApiKey();
@@ -150,6 +151,27 @@ async function callTool(toolName, args) {
     return text;
   }
 }
+async function callRest(path2, params) {
+  const apiKey = requireApiKey();
+  const url = new URL(path2, API_BASE);
+  if (params) {
+    for (const [k, v] of Object.entries(params)) {
+      url.searchParams.set(k, v);
+    }
+  }
+  const res = await fetch(url.toString(), {
+    method: "GET",
+    headers: {
+      Authorization: `Bearer ${apiKey}`,
+      "Content-Type": "application/json"
+    }
+  });
+  if (!res.ok) {
+    const text = await res.text().catch(() => "");
+    throw new Error(`API error ${res.status}: ${text || res.statusText}`);
+  }
+  return res.json();
+}
 
 // src/format.ts
 import Table from "cli-table3";
@@ -165,12 +187,12 @@ function outputResult(data, opts, tableFormatter) {
     emit(JSON.stringify(data, null, 2), opts);
     return;
   }
-  const fmt = resolveFormat(opts);
-  if (fmt === "json") {
+  const fmt2 = resolveFormat(opts);
+  if (fmt2 === "json") {
     emit(JSON.stringify(data, null, 2), opts);
     return;
   }
-  if (fmt === "csv") {
+  if (fmt2 === "csv") {
     emit(toCSV(data), opts);
     return;
   }
@@ -452,7 +474,9 @@ var CHART_TYPES = [
   "net_earnings",
   "net_earnings_growth",
   "free_cash_flow",
-  "free_cash_flow_growth"
+  "free_cash_flow_growth",
+  "stock_based_compensation",
+  "stock_based_compensation_growth"
 ];
 function registerFinancialsCommand(program2) {
   addGlobalOptions(
@@ -511,12 +535,13 @@ function formatSentiment(data) {
 // src/commands/market.ts
 function registerMarketCommand(program2) {
   addGlobalOptions(
-    program2.command("market").description("Market performance, sectors, global").option("--type <type>", "top_movers|sector_breakdown|global_markets|major_indexes", "top_movers").option("--period <p>", "1d|1w|1m|3m|6m|ytd|1y|5y", "1d").option("--limit <n>", "Max stocks for top_movers", "24")
+    program2.command("market").description("Market performance, sectors, global").option("--type <type>", "top_movers|sector_breakdown|global_markets|major_indexes", "top_movers").option("--period <p>", "1d|1w|1m|3m|6m|ytd|1y|5y", "1d").option("--limit <n>", "Max stocks for top_movers", "24").option("--universe <u>", "all|sp500|international|crypto|community", "all")
   ).action(async (opts) => {
     const data = await callTool("get_market_map", {
       map_type: opts.type,
       period: opts.period,
-      limit: parseIntSafe(opts.limit, 24)
+      limit: parseIntSafe(opts.limit, 24),
+      universe: opts.universe
     });
     outputResult(data, opts);
   });
@@ -601,6 +626,40 @@ function registerEarningsCommand(program2) {
   });
 }
 
+// src/commands/earnings-calendar.ts
+function registerEarningsCalendarCommand(program2) {
+  addGlobalOptions(
+    program2.command("earnings-calendar").description(
+      "Upcoming earnings dates for symbols (default 28 days)"
+    ).argument("<symbols...>", "Ticker symbols").option("--days <n>", "Look-ahead window in days (1-90)", "28")
+  ).action(
+    async (symbols, opts) => {
+      const days = parseIntSafe(opts.days, 28);
+      const syms = symbols.map((s) => s.toUpperCase()).join(",");
+      const data = await callRest("/markets/earnings-calendar/", {
+        symbols: syms,
+        days: String(days)
+      });
+      const items = data.results ?? [];
+      outputResult(items, opts, (d, o) => {
+        const rows = d;
+        if (rows.length === 0) return "(no upcoming earnings)";
+        return makeTable(
+          ["Date", "Symbol", "Name", "Est. EPS", "Actual EPS"],
+          rows.map((r) => [
+            r.earnings_date ?? "\u2014",
+            r.symbol,
+            r.name,
+            r.eps_estimate != null ? `$${r.eps_estimate}` : "\u2014",
+            r.eps_actual != null ? `$${r.eps_actual}` : "\u2014"
+          ]),
+          o
+        );
+      });
+    }
+  );
+}
+
 // src/commands/technicals.ts
 var SECTIONS2 = ["technical_indicators", "options_analysis", "insider_activity"];
 function registerTechnicalsCommand(program2) {
@@ -895,11 +954,682 @@ function formatPortfolios(data, opts) {
   return lines.join("\n");
 }
 
+// src/commands/ma.ts
+function formatTable(data, limit) {
+  const { symbol, current_price, indicators } = data;
+  const labels = Object.keys(indicators);
+  if (labels.length === 0) {
+    console.log(`No indicator data returned for ${symbol}`);
+    return;
+  }
+  const allDates = /* @__PURE__ */ new Set();
+  for (const label of labels) {
+    const ind = indicators[label];
+    if ("error" in ind) continue;
+    for (const date of Object.keys(ind)) {
+      allDates.add(date);
+    }
+  }
+  const sortedDates = Array.from(allDates).sort((a, b) => b.localeCompare(a)).slice(0, limit).reverse();
+  if (sortedDates.length === 0) {
+    console.log(`No data points available for ${symbol}`);
+    return;
+  }
+  const dateWidth = 12;
+  const colWidth = 12;
+  const header = "Date".padEnd(dateWidth) + labels.map((l) => l.toUpperCase().padStart(colWidth)).join("");
+  const divider = "-".repeat(dateWidth + colWidth * labels.length);
+  console.log(`
+${symbol}${current_price != null ? `  (current: $${current_price.toFixed(2)})` : ""}`);
+  console.log(divider);
+  console.log(header);
+  console.log(divider);
+  for (const date of sortedDates) {
+    let row = date.padEnd(dateWidth);
+    for (const label of labels) {
+      const ind = indicators[label];
+      if ("error" in ind) {
+        row += "N/A".padStart(colWidth);
+      } else {
+        const val = ind[date];
+        row += (val != null ? val.toFixed(2) : "\u2014").padStart(colWidth);
+      }
+    }
+    console.log(row);
+  }
+  console.log(divider);
+  console.log(`Showing ${sortedDates.length} data point(s)
+`);
+}
+function registerMaCommand(program2) {
+  addGlobalOptions(
+    program2.command("ma").description("Moving averages (SMA/EMA) for a symbol").argument("<symbol>", "Ticker symbol (e.g., AAPL)").option("--sma <periods>", "Comma-separated SMA periods (e.g., 50,100,200)").option("--ema <periods>", "Comma-separated EMA periods (e.g., 20,50)").option("--limit <n>", "Number of data points to display (default: 20)", "20")
+  ).action(
+    async (symbol, opts) => {
+      const indicators = [];
+      if (opts.sma) {
+        for (const p of opts.sma.split(",")) {
+          const period = p.trim();
+          if (period) indicators.push(`sma_${period}`);
+        }
+      }
+      if (opts.ema) {
+        for (const p of opts.ema.split(",")) {
+          const period = p.trim();
+          if (period) indicators.push(`ema_${period}`);
+        }
+      }
+      if (indicators.length === 0) {
+        indicators.push("sma_100", "ema_100");
+      }
+      const args = {
+        symbol: symbol.toUpperCase(),
+        indicators
+      };
+      const data = await callTool("get_moving_averages", args);
+      const limit = parseInt(opts.limit, 10) || 20;
+      let parsed = null;
+      try {
+        parsed = typeof data === "string" ? JSON.parse(data) : data;
+      } catch {
+      }
+      if (parsed?.indicators && typeof parsed.indicators === "object") {
+        const allDates = /* @__PURE__ */ new Set();
+        for (const ind of Object.values(parsed.indicators)) {
+          if ("error" in ind) continue;
+          for (const date of Object.keys(ind)) {
+            allDates.add(date);
+          }
+        }
+        const keepDates = new Set(
+          Array.from(allDates).sort((a, b) => b.localeCompare(a)).slice(0, limit)
+        );
+        for (const [label, ind] of Object.entries(parsed.indicators)) {
+          if ("error" in ind) continue;
+          const filtered = {};
+          for (const [date, val] of Object.entries(ind)) {
+            if (keepDates.has(date)) filtered[date] = val;
+          }
+          parsed.indicators[label] = filtered;
+        }
+      }
+      if (opts.output || opts.format || opts.raw || !process.stdout.isTTY) {
+        outputResult(parsed ?? data, opts);
+        return;
+      }
+      if (parsed?.indicators && typeof parsed.indicators === "object") {
+        formatTable(parsed, limit);
+      } else {
+        outputResult(data, opts);
+      }
+    }
+  );
+}
+
+// src/commands/backtest.ts
+function registerBacktestCommand(program2) {
+  addGlobalOptions(
+    program2.command("backtest").description("Backtest a portfolio against a benchmark").requiredOption("--symbols <s>", "Comma-separated symbols (e.g., AAPL,MSFT)").requiredOption("--allocations <a>", "Comma-separated weights (e.g., 0.5,0.5)").option("--benchmark <b>", "Benchmark symbol (default: SPY)", "SPY").option("--strategy <s>", "Strategy: buy_and_hold", "buy_and_hold")
+  ).action(async (opts) => {
+    const data = await callRest("backtest/", {
+      symbols: opts.symbols,
+      allocations: opts.allocations,
+      benchmark: opts.benchmark,
+      strategy: opts.strategy
+    });
+    outputResult(data, opts, formatBacktest);
+  });
+}
+function formatBacktest(data) {
+  const obj = data;
+  if (!obj || typeof obj !== "object") return JSON.stringify(data, null, 2);
+  const intervals = obj.interval_results ?? obj;
+  const rows = [];
+  for (const [interval, stats] of Object.entries(intervals)) {
+    if (typeof stats !== "object" || !stats) continue;
+    const s = stats;
+    rows.push([
+      interval,
+      fmt(s.total_return),
+      fmt(s.benchmark_return),
+      fmt(s.alpha ?? s.excess_return),
+      fmtNum(s.sharpe),
+      fmt(s.max_drawdown)
+    ]);
+  }
+  if (rows.length === 0) return JSON.stringify(data, null, 2);
+  return makeTable(["Interval", "Return", "Benchmark", "Alpha", "Sharpe", "Max DD"], rows);
+}
+function fmt(v) {
+  if (v == null || v === "") return "-";
+  const n = Number(v);
+  if (isNaN(n)) return String(v);
+  return `${(n * 100).toFixed(2)}%`;
+}
+function fmtNum(v) {
+  if (v == null || v === "") return "-";
+  const n = Number(v);
+  if (isNaN(n)) return String(v);
+  return n.toFixed(3);
+}
+
+// src/commands/correlation.ts
+function registerCorrelationCommand(program2) {
+  addGlobalOptions(
+    program2.command("correlation").description("Correlation matrix for a set of symbols").argument("<symbols...>", "Ticker symbols (2+)").option("--start <date>", "Start date (YYYY-MM-DD)").option("--end <date>", "End date (YYYY-MM-DD)")
+  ).action(async (symbols, opts) => {
+    const params = {
+      symbols: symbols.map((s) => s.toUpperCase()).join(",")
+    };
+    if (opts.start) params.start_date = opts.start;
+    if (opts.end) params.end_date = opts.end;
+    const data = await callRest("correlation/", params);
+    outputResult(data, opts, formatCorrelation);
+  });
+}
+function formatCorrelation(data) {
+  const obj = data;
+  const matrix = obj?.correlation;
+  if (!matrix) return JSON.stringify(data, null, 2);
+  const symbols = Object.keys(matrix);
+  const rows = symbols.map((s) => [s, ...symbols.map((s2) => {
+    const v = matrix[s]?.[s2];
+    return v != null ? v.toFixed(3) : "-";
+  })]);
+  return makeTable(["", ...symbols], rows);
+}
+
+// src/commands/risk.ts
+function registerRiskCommand(program2) {
+  addGlobalOptions(
+    program2.command("risk").description("Risk factors for a stock").argument("<symbol>", "Ticker symbol")
+  ).action(async (symbol, opts) => {
+    const data = await callRest(`investments/${symbol.toUpperCase()}/risk_factors/`);
+    outputResult(data, opts, formatRisk);
+  });
+}
+function formatRisk(data) {
+  if (!Array.isArray(data)) return JSON.stringify(data, null, 2);
+  if (data.length === 0) return "(no risk factors found)";
+  const rows = data.map((r) => [
+    String(r.category ?? r.risk_type ?? "-"),
+    truncate3(String(r.description ?? r.text ?? "-"), 80)
+  ]);
+  return makeTable(["Category", "Description"], rows);
+}
+function truncate3(s, max) {
+  return s.length > max ? s.slice(0, max - 1) + "\u2026" : s;
+}
+
+// src/commands/drawdown.ts
+function registerDrawdownCommand(program2) {
+  addGlobalOptions(
+    program2.command("drawdown").description("Portfolio drawdown analysis").requiredOption("--symbols <s>", "Comma-separated symbols (e.g., AAPL,MSFT)").requiredOption("--allocations <a>", "Comma-separated weights (e.g., 0.5,0.5)")
+  ).action(async (opts) => {
+    const data = await callRest("portfolios/drawdown/", {
+      symbols: opts.symbols,
+      allocations: opts.allocations
+    });
+    outputResult(data, opts, formatDrawdown);
+  });
+}
+function formatDrawdown(data) {
+  const obj = data;
+  if (!obj || typeof obj !== "object") return JSON.stringify(data, null, 2);
+  const intervals = obj.interval_results ?? obj;
+  const rows = [];
+  for (const [interval, dd] of Object.entries(intervals)) {
+    if (typeof dd !== "object" || !dd) continue;
+    const d = dd;
+    let troughDate = "-";
+    let recoveryDate = "not recovered";
+    const plotData = d.plot_data;
+    if (plotData && plotData.length > 0) {
+      let minDD = 0;
+      let minIdx = -1;
+      for (let i = 0; i < plotData.length; i++) {
+        if (plotData[i].drawdown < minDD) {
+          minDD = plotData[i].drawdown;
+          minIdx = i;
+        }
+      }
+      if (minIdx >= 0) {
+        troughDate = plotData[minIdx].date;
+        for (let i = minIdx + 1; i < plotData.length; i++) {
+          if (plotData[i].drawdown >= 0) {
+            recoveryDate = plotData[i].date;
+            break;
+          }
+        }
+      }
+    }
+    rows.push([
+      interval,
+      d.max_drawdown != null ? `${(Number(d.max_drawdown) * 100).toFixed(2)}%` : "-",
+      troughDate,
+      recoveryDate
+    ]);
+  }
+  if (rows.length === 0) return JSON.stringify(data, null, 2);
+  return makeTable(["Interval", "Max Drawdown", "Trough Date", "Recovery"], rows);
+}
+
+// src/commands/macro.ts
+function registerMacroCommand(program2) {
+  addGlobalOptions(
+    program2.command("macro").description("Macroeconomic indicators (GDP, CPI, unemployment, fed funds, treasury, inflation)").option("--indicators <list>", "Comma-separated: GDP,CPI,UNEMPLOYMENT,FED_FUNDS,TREASURY_10Y,INFLATION")
+  ).action(async (opts) => {
+    const args = {};
+    if (opts.indicators) {
+      args.indicators = opts.indicators;
+    }
+    const data = await callTool("get_macro_indicators", args);
+    outputResult(data, opts, formatMacro);
+  });
+}
+function formatMacro(data) {
+  const obj = data;
+  const rows = [];
+  for (const [name, raw] of Object.entries(obj)) {
+    const d = raw;
+    if (d.error) {
+      rows.push([name, "-", "-", "-", "-"]);
+      continue;
+    }
+    const points = d.data;
+    if (!points || points.length === 0) {
+      rows.push([name, "-", "-", "-", "-"]);
+      continue;
+    }
+    const latest = points[0];
+    const prev = points.length > 1 ? points[1] : null;
+    const latestVal = latest.value;
+    const prevVal = prev?.value ?? "-";
+    const change = latestVal !== "." && prevVal !== "-" && prevVal !== "." ? (Number(latestVal) - Number(prevVal)).toFixed(2) : "-";
+    rows.push([name, String(d.unit ?? ""), latestVal, latest.date, change]);
+  }
+  return makeTable(["Indicator", "Unit", "Latest", "Date", "Change"], rows);
+}
+
+// src/commands/sectors.ts
+function registerSectorsCommand(program2) {
+  addGlobalOptions(
+    program2.command("sectors").description("Sector performance across time periods")
+  ).action(async (opts) => {
+    const data = await callTool("get_sector_performance", {});
+    outputResult(data, opts, formatSectors);
+  });
+}
+var PERIOD_KEYS = [
+  "Rank A: Real-Time Performance",
+  "Rank B: 1 Day Performance",
+  "Rank C: 5 Day Performance",
+  "Rank D: 1 Month Performance",
+  "Rank E: 3 Month Performance",
+  "Rank F: Year-to-Date (YTD) Performance",
+  "Rank G: 1 Year Performance",
+  "Rank H: 3 Year Performance",
+  "Rank I: 5 Year Performance",
+  "Rank J: 10 Year Performance"
+];
+var PERIOD_LABELS = [
+  "Real-Time",
+  "1 Day",
+  "5 Day",
+  "1 Month",
+  "3 Month",
+  "YTD",
+  "1 Year",
+  "3 Year",
+  "5 Year",
+  "10 Year"
+];
+function formatSectors(data) {
+  const obj = data;
+  const sectors = /* @__PURE__ */ new Set();
+  for (const key of PERIOD_KEYS) {
+    const period = obj[key];
+    if (period) {
+      for (const sector of Object.keys(period)) sectors.add(sector);
+    }
+  }
+  if (sectors.size === 0) return JSON.stringify(data, null, 2);
+  const sectorList = Array.from(sectors).sort();
+  const rows = sectorList.map((sector) => {
+    const vals = PERIOD_KEYS.map((key) => {
+      const v = obj[key]?.[sector];
+      return v ?? "-";
+    });
+    return [sector, ...vals];
+  });
+  return makeTable(["Sector", ...PERIOD_LABELS], rows);
+}
+
+// src/commands/dcf.ts
+function registerDcfCommand(program2) {
+  addGlobalOptions(
+    program2.command("dcf").description("Discounted cash flow valuation").argument("<symbol>", "Ticker symbol")
+  ).action(async (symbol, opts) => {
+    const sym = symbol.toUpperCase();
+    const result = await callTool("get_dcf_valuation", { symbol: sym });
+    outputResult(result, opts, () => formatDcf(result, sym));
+  });
+}
+function formatDcf(data, symbol) {
+  const rows = [];
+  const obj = data;
+  const dcf = obj?.dcf;
+  const d = Array.isArray(dcf) ? dcf[0] : dcf;
+  if (d && typeof d === "object") {
+    const price = Number(d.Stock_Price ?? d.stockPrice ?? 0);
+    const dcfVal = Number(d.DCF ?? d.dcf ?? 0);
+    const upside = price > 0 ? ((dcfVal - price) / price * 100).toFixed(1) : "-";
+    rows.push(["Current Price", `$${price.toFixed(2)}`]);
+    rows.push(["DCF Value", `$${dcfVal.toFixed(2)}`]);
+    rows.push(["Upside/Downside", `${upside}%`]);
+  }
+  if (rows.length === 0) return `No DCF data available for ${symbol}`;
+  return makeTable(["Metric", "Value"], rows);
+}
+
+// src/commands/holders.ts
+function registerHoldersCommand(program2) {
+  addGlobalOptions(
+    program2.command("holders").description("Institutional and mutual fund holders").argument("<symbol>", "Ticker symbol").option("--type <t>", "institutional or mutual-fund (default: both)").option("--limit <n>", "Max holders to show", "15")
+  ).action(async (symbol, opts) => {
+    const sym = symbol.toUpperCase();
+    const limit = parseIntSafe(opts.limit, 15);
+    const args = { symbol: sym };
+    if (opts.type) args.holder_type = opts.type;
+    const data = await callTool("get_holders", args);
+    outputResult(data, opts, () => formatHolders(data, limit));
+  });
+}
+function formatHolders(data, limit) {
+  const parts = [];
+  const addSection = (title, list) => {
+    const items = list;
+    if (items && items.length > 0) {
+      const rows = items.slice(0, limit).map((h) => [
+        String(h.holder ?? "-"),
+        fmtNum2(h.shares),
+        h.dateReported ? String(h.dateReported).slice(0, 10) : "-",
+        fmtNum2(h.change)
+      ]);
+      parts.push(`${title}
+${makeTable(["Holder", "Shares", "Date", "Change"], rows)}`);
+    }
+  };
+  addSection("INSTITUTIONAL HOLDERS", data.institutional);
+  addSection("MUTUAL FUND HOLDERS", data.mutual_fund);
+  return parts.length > 0 ? parts.join("\n\n") : "(no holder data found)";
+}
+function fmtNum2(v) {
+  if (v == null) return "-";
+  const n = Number(v);
+  if (isNaN(n)) return String(v);
+  if (Math.abs(n) >= 1e9) return `${(n / 1e9).toFixed(2)}B`;
+  if (Math.abs(n) >= 1e6) return `${(n / 1e6).toFixed(2)}M`;
+  if (Math.abs(n) >= 1e3) return `${(n / 1e3).toFixed(1)}K`;
+  return n.toLocaleString();
+}
+
+// src/commands/short-interest.ts
+function registerShortInterestCommand(program2) {
+  addGlobalOptions(
+    program2.command("short-interest").description("Short interest history").argument("<symbol>", "Ticker symbol").option("--limit <n>", "Number of records", "10")
+  ).action(async (symbol, opts) => {
+    const sym = symbol.toUpperCase();
+    const limit = parseIntSafe(opts.limit, 10);
+    const data = await callTool("get_short_interest", { symbol: sym, limit });
+    outputResult(data, opts, formatShort);
+  });
+}
+function formatShort(data) {
+  if (!Array.isArray(data) || data.length === 0) return "(no short interest data)";
+  const rows = data.map((r) => [
+    String(r.date ?? "-"),
+    fmtNum3(r.shortInterest),
+    String(r.daysToCover ?? r.daysTocover ?? "-"),
+    String(r.shortInterestRatio ?? "-"),
+    fmtNum3(r.shortPriorMonthInterest ?? r.shortPriorMonth),
+    r.changePercent != null ? `${Number(r.changePercent).toFixed(2)}%` : "-"
+  ]);
+  return makeTable(["Date", "Short Interest", "Days to Cover", "Short Ratio", "Prior Month", "Change %"], rows);
+}
+function fmtNum3(v) {
+  if (v == null) return "-";
+  const n = Number(v);
+  if (isNaN(n)) return String(v);
+  if (Math.abs(n) >= 1e9) return `${(n / 1e9).toFixed(2)}B`;
+  if (Math.abs(n) >= 1e6) return `${(n / 1e6).toFixed(2)}M`;
+  if (Math.abs(n) >= 1e3) return `${(n / 1e3).toFixed(1)}K`;
+  return n.toLocaleString();
+}
+
+// src/commands/insider.ts
+function registerInsiderCommand(program2) {
+  addGlobalOptions(
+    program2.command("insider").description("Insider trading activity (SEC Form 4)").argument("<symbol>", "Ticker symbol").option("--limit <n>", "Max transactions to show", "20")
+  ).action(async (symbol, opts) => {
+    const sym = symbol.toUpperCase();
+    const limit = parseIntSafe(opts.limit, 20);
+    const data = await callTool("get_insider_trading", { symbol: sym, limit });
+    outputResult(data, opts, formatInsider);
+  });
+}
+function formatInsider(data) {
+  if (!Array.isArray(data) || data.length === 0) return "(no insider trading data)";
+  const rows = data.map((t) => {
+    const val = t.securitiesTransacted && t.price ? `$${(Number(t.securitiesTransacted) * Number(t.price)).toLocaleString()}` : "-";
+    return [
+      String(t.filingDate ?? t.transactionDate ?? "-").slice(0, 10),
+      String(t.reportingName ?? "-"),
+      String(t.typeOfOwner ?? "-"),
+      String(t.transactionType ?? t.acquistionOrDisposition ?? "-"),
+      fmtNum4(t.securitiesTransacted),
+      t.price != null ? `$${Number(t.price).toFixed(2)}` : "-",
+      val
+    ];
+  });
+  return makeTable(["Date", "Name", "Title", "Type", "Shares", "Price", "Value"], rows);
+}
+function fmtNum4(v) {
+  if (v == null) return "-";
+  const n = Number(v);
+  if (isNaN(n)) return String(v);
+  return n.toLocaleString();
+}
+
+// src/commands/dividends.ts
+function registerDividendsCommand(program2) {
+  addGlobalOptions(
+    program2.command("dividends").description("Dividend history for a stock").argument("<symbol>", "Ticker symbol").option("--limit <n>", "Number of records", "20").option("--from <date>", "Start date (YYYY-MM-DD)")
+  ).action(async (symbol, opts) => {
+    const sym = symbol.toUpperCase();
+    const limit = parseIntSafe(opts.limit, 20);
+    const args = { symbol: sym, limit };
+    if (opts.from) args.from_date = opts.from;
+    const data = await callTool("get_dividends", args);
+    outputResult(data, opts, formatDividends);
+  });
+}
+function formatDividends(data) {
+  if (!Array.isArray(data) || data.length === 0) return "(no dividend data)";
+  const rows = data.map((d) => [
+    String(d.date ?? "-"),
+    d.value != null ? `$${Number(d.value).toFixed(4)}` : "-",
+    String(d.declarationDate ?? "-"),
+    String(d.recordDate ?? "-"),
+    String(d.paymentDate ?? "-"),
+    String(d.period ?? "-")
+  ]);
+  return makeTable(["Ex-Date", "Amount", "Declaration", "Record", "Payment", "Period"], rows);
+}
+
+// src/commands/splits.ts
+function registerSplitsCommand(program2) {
+  addGlobalOptions(
+    program2.command("splits").description("Stock split history").argument("<symbol>", "Ticker symbol").option("--from <date>", "Start date (YYYY-MM-DD)")
+  ).action(async (symbol, opts) => {
+    const sym = symbol.toUpperCase();
+    const args = { symbol: sym };
+    if (opts.from) args.from_date = opts.from;
+    const data = await callTool("get_splits", args);
+    outputResult(data, opts, formatSplits);
+  });
+}
+function formatSplits(data) {
+  if (!Array.isArray(data) || data.length === 0) return "(no stock splits found)";
+  const rows = data.map((s) => [
+    String(s.date ?? "-"),
+    String(s.split ?? "-")
+  ]);
+  return makeTable(["Date", "Split Ratio"], rows);
+}
+
+// src/commands/ipo.ts
+function registerIpoCommand(program2) {
+  addGlobalOptions(
+    program2.command("ipo").description("Upcoming and recent IPOs").option("--from <date>", "Start date (YYYY-MM-DD)").option("--to <date>", "End date (YYYY-MM-DD)")
+  ).action(async (opts) => {
+    const args = {};
+    if (opts.from) args.from_date = opts.from;
+    if (opts.to) args.to_date = opts.to;
+    const data = await callTool("get_ipo_calendar", args);
+    outputResult(data, opts, formatIpos);
+  });
+}
+function formatIpos(data) {
+  const ipos = Array.isArray(data) ? data : data?.ipos;
+  if (!Array.isArray(ipos) || ipos.length === 0) return "(no IPO data found)";
+  const rows = ipos.map((ipo) => [
+    String(ipo.date ?? ipo.start_date ?? "-"),
+    String(ipo.name ?? ipo.company ?? "-"),
+    String(ipo.code ?? ipo.ticker ?? ipo.symbol ?? "-"),
+    String(ipo.exchange ?? "-"),
+    ipo.price_from && ipo.price_to ? `$${ipo.price_from}-$${ipo.price_to}` : ipo.price ? `$${ipo.price}` : "-",
+    ipo.shares ? fmtNum5(ipo.shares) : "-"
+  ]);
+  return makeTable(["Date", "Company", "Symbol", "Exchange", "Price Range", "Shares"], rows);
+}
+function fmtNum5(v) {
+  if (v == null) return "-";
+  const n = Number(v);
+  if (isNaN(n)) return String(v);
+  if (Math.abs(n) >= 1e6) return `${(n / 1e6).toFixed(1)}M`;
+  return n.toLocaleString();
+}
+
+// src/commands/compare.ts
+function registerCompareCommand(program2) {
+  addGlobalOptions(
+    program2.command("compare").description("Side-by-side comparison of stocks").argument("<symbols...>", "Ticker symbols (2-10)")
+  ).action(async (symbols, opts) => {
+    const syms = symbols.map((s) => s.toUpperCase()).slice(0, 10);
+    const data = await callTool("get_symbols_metadata", { symbols: syms });
+    outputResult(data, opts, (d) => formatComparison(d, syms));
+  });
+}
+function formatComparison(data, symbols) {
+  const obj = data;
+  const list = obj?.symbols ?? (Array.isArray(data) ? data : null);
+  if (!Array.isArray(list) || list.length === 0) return JSON.stringify(data, null, 2);
+  const metrics = [
+    ["Price", "latest_price", "$"],
+    ["Market Cap", "market_cap", "cap"],
+    ["P/E", "pe_ratio", ""],
+    ["EPS", "eps", "$"],
+    ["Dividend Yield", "dividend_yield", "%"],
+    ["52W High", "week_52_high", "$"],
+    ["52W Low", "week_52_low", "$"],
+    ["Beta", "beta", ""],
+    ["Sector", "sector", ""]
+  ];
+  const bySymbol = {};
+  for (const item of list) {
+    const i = item;
+    const meta = i.basic_metadata ?? i;
+    const sym = String(meta.symbol ?? i.symbol ?? "");
+    bySymbol[sym] = meta;
+  }
+  const headers = ["Metric", ...symbols];
+  const rows = metrics.map(([label, key, fmt2]) => {
+    const vals = symbols.map((s) => {
+      const meta = bySymbol[s];
+      if (!meta) return "-";
+      const v = meta[key];
+      if (v == null) return "-";
+      if (fmt2 === "$") return `$${Number(v).toFixed(2)}`;
+      if (fmt2 === "%") return `${(Number(v) * 100).toFixed(2)}%`;
+      if (fmt2 === "cap") return fmtCap(v);
+      return String(v);
+    });
+    return [label, ...vals];
+  });
+  return makeTable(headers, rows);
+}
+function fmtCap(v) {
+  const n = Number(v);
+  if (isNaN(n)) return String(v);
+  if (n >= 1e12) return `$${(n / 1e12).toFixed(2)}T`;
+  if (n >= 1e9) return `$${(n / 1e9).toFixed(2)}B`;
+  if (n >= 1e6) return `$${(n / 1e6).toFixed(0)}M`;
+  return `$${n.toLocaleString()}`;
+}
+
+// src/commands/ratings.ts
+function registerRatingsCommand(program2) {
+  addGlobalOptions(
+    program2.command("ratings").description("Analyst ratings, grades, and price targets").argument("<symbol>", "Ticker symbol").option("--limit <n>", "Max records to show", "20")
+  ).action(async (symbol, opts) => {
+    const sym = symbol.toUpperCase();
+    const limit = parseIntSafe(opts.limit, 20);
+    const result = await callTool("get_analyst_ratings", { symbol: sym, limit });
+    outputResult(result, opts, () => {
+      const obj = result;
+      return formatRatings(obj.grades, obj.estimates);
+    });
+  });
+}
+function formatRatings(grades, estimates) {
+  const parts = [];
+  if (Array.isArray(grades) && grades.length > 0) {
+    const rows = grades.map((g) => [
+      String(g.date ?? "-").slice(0, 10),
+      String(g.gradingCompany ?? "-"),
+      String(g.previousGrade ?? "-"),
+      String(g.newGrade ?? "-"),
+      String(g.action ?? "-")
+    ]);
+    parts.push("ANALYST GRADES\n" + makeTable(["Date", "Firm", "Previous", "New", "Action"], rows));
+  }
+  if (Array.isArray(estimates) && estimates.length > 0) {
+    const rows = estimates.map((e) => [
+      String(e.date ?? "-").slice(0, 10),
+      e.estimatedRevenueAvg != null ? fmtNum6(e.estimatedRevenueAvg) : "-",
+      e.estimatedEpsAvg != null ? `$${Number(e.estimatedEpsAvg).toFixed(2)}` : "-",
+      String(e.numberAnalystEstimatedRevenue ?? e.numberAnalystsEstimatedRevenue ?? "-")
+    ]);
+    parts.push("ANALYST ESTIMATES\n" + makeTable(["Period", "Est. Revenue", "Est. EPS", "# Analysts"], rows));
+  }
+  return parts.length > 0 ? parts.join("\n\n") : "(no ratings data found)";
+}
+function fmtNum6(v) {
+  if (v == null) return "-";
+  const n = Number(v);
+  if (isNaN(n)) return String(v);
+  if (Math.abs(n) >= 1e12) return `$${(n / 1e12).toFixed(2)}T`;
+  if (Math.abs(n) >= 1e9) return `$${(n / 1e9).toFixed(2)}B`;
+  if (Math.abs(n) >= 1e6) return `$${(n / 1e6).toFixed(0)}M`;
+  return `$${n.toLocaleString()}`;
+}
+
 // src/index.ts
 var program = new Command();
 var __dirname = path.dirname(fileURLToPath(import.meta.url));
 var pkgPath = path.join(__dirname, "..", "package.json");
-var compiledVersion = "0.1.3".length > 0 ? "0.1.3" : void 0;
+var compiledVersion = "0.1.5".length > 0 ? "0.1.5" : void 0;
 var envVersion = process.env.BLOOM_CLI_VERSION ?? process.env.npm_package_version;
 var fallbackVersion = compiledVersion ?? "unknown";
 var cliVersion = envVersion ?? fallbackVersion;
@@ -924,6 +1654,7 @@ registerMarketCommand(program);
 registerCollectionsCommand(program);
 registerScreenCommand(program);
 registerEarningsCommand(program);
+registerEarningsCalendarCommand(program);
 registerTechnicalsCommand(program);
 registerOptionsCommand(program);
 registerPortfolioCommand(program);
@@ -933,6 +1664,22 @@ registerPositionCommand(program);
 registerTranscriptCommand(program);
 registerAiTradesCommand(program);
 registerAiPortfolioCommand(program);
+registerMaCommand(program);
+registerBacktestCommand(program);
+registerCorrelationCommand(program);
+registerRiskCommand(program);
+registerDrawdownCommand(program);
+registerMacroCommand(program);
+registerSectorsCommand(program);
+registerDcfCommand(program);
+registerHoldersCommand(program);
+registerShortInterestCommand(program);
+registerInsiderCommand(program);
+registerDividendsCommand(program);
+registerSplitsCommand(program);
+registerIpoCommand(program);
+registerCompareCommand(program);
+registerRatingsCommand(program);
 program.parseAsync().catch((err) => {
   console.error("Error:", err.message || err);
   process.exit(1);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@bloomai/cli",
-  "version": "0.1.3",
+  "version": "0.1.5",
   "description": "CLI tool for Bloom financial data - download market data to files for analysis",
   "type": "module",
   "bin": {
@@ -13,7 +13,8 @@
   ],
   "scripts": {
     "build": "tsup",
-    "dev": "tsup --watch"
+    "dev": "tsup --watch",
+    "test": "vitest run"
   },
   "keywords": [
     "finance",
@@ -30,6 +31,7 @@
   "devDependencies": {
     "@types/node": "^22.13.0",
     "tsup": "^8.4.0",
-    "typescript": "^5.7.0"
+    "typescript": "^5.7.0",
+    "vitest": "^4.1.5"
   }
 }