@drico2008/fincli 0.1.3 → 0.2.2

package/fincli/__init__.py

@@ -1,3 +1,3 @@
-"""FinCLI package."""
-
-__version__ = "0.1.3"
+"""FinCLI package."""
+
+__version__ = "0.2.2"

package/fincli/app/agents/__init__.py

@@ -0,0 +1,5 @@
+"""AI agent framework registry."""
+
+from fincli.app.agents.registry import Agent, AgentRegistry
+
+__all__ = ["Agent", "AgentRegistry"]

package/fincli/app/agents/registry.py

@@ -0,0 +1,76 @@
+"""Curated financial agent registry for FinCLI."""
+
+from __future__ import annotations
+
+from dataclasses import dataclass
+
+
+@dataclass(frozen=True, slots=True)
+class Agent:
+    slug: str
+    name: str
+    category: str
+    framework: str
+    role: str
+
+
+class AgentRegistry:
+    """37-agent catalog across trader, investor, economic, and geopolitics frameworks."""
+
+    def __init__(self, agents: tuple[Agent, ...] | None = None) -> None:
+        self._agents = agents or AGENTS
+
+    def all(self) -> tuple[Agent, ...]:
+        return self._agents
+
+    def categories(self) -> tuple[str, ...]:
+        return tuple(sorted({agent.category for agent in self._agents}))
+
+    def get(self, slug: str) -> Agent | None:
+        normalized = slug.strip().lower()
+        return next((agent for agent in self._agents if agent.slug == normalized), None)
+
+    def by_category(self, category: str) -> list[Agent]:
+        normalized = category.strip().lower()
+        return [agent for agent in self._agents if agent.category == normalized]
+
+
+AGENTS: tuple[Agent, ...] = (
+    Agent("buffett", "Warren Buffett", "investor", "quality value", "Business quality, moat, cashflow durability."),
+    Agent("graham", "Benjamin Graham", "investor", "deep value", "Margin of safety and balance-sheet conservatism."),
+    Agent("lynch", "Peter Lynch", "investor", "growth at reasonable price", "Story, earnings growth, and valuation discipline."),
+    Agent("munger", "Charlie Munger", "investor", "mental models", "Incentives, durability, and avoiding stupidity."),
+    Agent("klarman", "Seth Klarman", "investor", "risk-first value", "Downside protection and asymmetric payoff."),
+    Agent("marks", "Howard Marks", "investor", "cycle risk", "Market cycle, credit risk, and second-level thinking."),
+    Agent("fisher", "Philip Fisher", "investor", "scuttlebutt growth", "Qualitative growth and management quality."),
+    Agent("dalio", "Ray Dalio", "economic", "macro regime", "Debt cycle, liquidity, rates, and diversification."),
+    Agent("soros", "George Soros", "trader", "reflexivity", "Crowded positioning and feedback loops."),
+    Agent("livermore", "Jesse Livermore", "trader", "price action", "Trend following, pivots, and discipline."),
+    Agent("wyckoff", "Richard Wyckoff", "trader", "accumulation distribution", "Volume, composite operator, and phase analysis."),
+    Agent("minervini", "Mark Minervini", "trader", "momentum risk", "Relative strength, volatility contraction, and tight risk."),
+    Agent("oneil", "William O'Neil", "trader", "CAN SLIM", "Earnings momentum, leadership, and breakout quality."),
+    Agent("tudor", "Paul Tudor Jones", "trader", "macro trading", "Asymmetric trades, trend, and risk control."),
+    Agent("druckenmiller", "Stanley Druckenmiller", "trader", "concentrated macro", "Liquidity, policy, and high-conviction asymmetry."),
+    Agent("seykota", "Ed Seykota", "trader", "systematic trend", "Trend rules, stops, and emotional control."),
+    Agent("volatility", "Volatility Analyst", "trader", "volatility regime", "ATR, options pressure, VIX, and realized volatility."),
+    Agent("liquidity", "Liquidity Analyst", "trader", "market microstructure", "Liquidity zones, stops, gaps, and execution risk."),
+    Agent("snr", "Support Resistance Analyst", "trader", "SNR and pivots", "Pivot highs/lows, breakouts, rejection, and volume."),
+    Agent("volume", "Volume Analyst", "trader", "volume confirmation", "Participation, abnormal volume, and failed moves."),
+    Agent("risk", "Risk Manager", "trader", "position risk", "Invalidation, SL/TP, RR, and exposure control."),
+    Agent("fed", "Federal Reserve Analyst", "economic", "US monetary policy", "Rates, inflation, labor, and dollar liquidity."),
+    Agent("ecb", "ECB Analyst", "economic", "Europe macro", "Euro area rates, inflation, PMI, and credit conditions."),
+    Agent("boj", "BOJ Analyst", "economic", "Japan macro", "Yield control, JPY, inflation, and carry trades."),
+    Agent("bi", "Bank Indonesia Analyst", "economic", "Indonesia macro", "BI rate, IDR, inflation, and capital flows."),
+    Agent("fred", "FRED Macro Analyst", "economic", "macro indicators", "US time series and regime confirmation."),
+    Agent("imf", "IMF Analyst", "economic", "global macro", "Growth, debt, current account, and country risk."),
+    Agent("worldbank", "World Bank Analyst", "economic", "development macro", "Long-term country indicators and structural trend."),
+    Agent("commodity", "Commodity Macro Analyst", "economic", "commodity cycle", "Energy, metals, weather, and supply chain."),
+    Agent("credit", "Credit Analyst", "economic", "credit spreads", "Default risk, spreads, and funding stress."),
+    Agent("geopolitics", "Geopolitical Strategist", "geopolitics", "event risk", "Conflict, sanctions, elections, and risk premium."),
+    Agent("energygeo", "Energy Geopolitics Analyst", "geopolitics", "energy security", "Oil, gas, shipping routes, and supply shocks."),
+    Agent("china", "China Policy Analyst", "geopolitics", "China policy", "Credit impulse, regulation, property, and geopolitics."),
+    Agent("supplychain", "Supply Chain Analyst", "geopolitics", "trade routes", "Shipping, logistics, and operational disruptions."),
+    Agent("fxgeo", "FX Geopolitics Analyst", "geopolitics", "currency risk", "Sovereign risk, reserves, policy, and flows."),
+    Agent("sentiment", "Sentiment Analyst", "trader", "news sentiment", "Market tone, crowding, and narrative shifts."),
+    Agent("judge", "FinCLI Judge", "trader", "evidence arbitration", "Weighs bull, bear, and caution cases into final scenario."),
+)

package/fincli/app/analysis/ai_prompts.py

@@ -1,19 +1,20 @@
-"""Prompt templates for AI market analysis."""
-
-MARKET_ANALYSIS_PROMPT = """
-You are FinCLI's market analysis assistant.
-
-Rules:
-- Analyze only from the provided OHLCV, indicators, market structure, and news/fundamental context.
+"""Prompt templates for AI market analysis."""
+
+MARKET_ANALYSIS_PROMPT = """
+You are FinCLI's market analysis assistant.
+
+Rules:
+- Analyze only from the provided OHLCV, indicators, market structure, and news/fundamental context.
 - Treat the provided Signal Assessment as a rule-based candidate signal, not a guaranteed trade instruction.
-- Do not invent prices, news, fundamentals, or certainty.
-- If data is missing, state that data quality is insufficient.
-- Use probabilistic scenario language, not guaranteed entry signals.
-- If discussing buy/sell, phrase it as candidate bias with confirmation and invalidation conditions.
-- Do not promise profit.
-- Keep the output structured and concise.
-- Add a short non-financial-advice disclaimer.
-
+- Treat the provided User Gameplay Profile as a risk constraint for SL/TP sizing and scenario wording.
+- Do not invent prices, news, fundamentals, or certainty.
+- If data is missing, state that data quality is insufficient.
+- Use probabilistic scenario language, not guaranteed entry signals.
+- If discussing buy/sell, phrase it as candidate bias with confirmation and invalidation conditions.
+- Do not promise profit.
+- Keep the output structured and concise.
+- Add a short non-financial-advice disclaimer.
+
 Required output:
 Instrument:
 Timeframe:
@@ -24,10 +25,16 @@ Key Levels:
 Technical Indicators:
 Market Structure:
 Signal Assessment:
+Signal:
+SL:
+TP1:
+TP2:
+TP3:
+Reason:
 News/Fundamental Context:
 Bullish Scenario:
 Bearish Scenario:
 Risk Notes:
 Conclusion:
 Disclaimer:
-"""
+"""

package/fincli/app/analysis/analyzer.py

@@ -1,20 +1,21 @@
-"""Analysis prompt orchestration."""
-
-from __future__ import annotations
-
-from fincli.app.analysis.ai_prompts import MARKET_ANALYSIS_PROMPT
-from fincli.app.analysis.indicators import TechnicalSummary
+"""Analysis prompt orchestration."""
+
+from __future__ import annotations
+
+from fincli.app.analysis.ai_prompts import MARKET_ANALYSIS_PROMPT
+from fincli.app.analysis.indicators import TechnicalSummary
 from fincli.app.analysis.market_structure import MarketStructureSummary
 from fincli.app.analysis.technical_debate import format_debate, run_technical_debate
 from fincli.app.analysis.technical_signal import format_signal
+from fincli.app.analysis.trading_methods import analyze_trading_methods, format_trading_methods_context
 from fincli.app.providers.market.base import Candle
-
-
-def market_analysis_prompt() -> str:
-    """Return the configured market analysis prompt template."""
-    return MARKET_ANALYSIS_PROMPT.strip()
-
-
+
+
+def market_analysis_prompt() -> str:
+    """Return the configured market analysis prompt template."""
+    return MARKET_ANALYSIS_PROMPT.strip()
+
+
 def build_market_analysis_prompt(
     symbol: str,
     timeframe: str,
@@ -22,98 +23,104 @@ def build_market_analysis_prompt(
     technical: TechnicalSummary,
     structure: MarketStructureSummary | None = None,
     news_context: str = "No news/fundamental context provided.",
+    user_gameplay_context: str = "User Gameplay Profile: not configured.",
+    trading_methods_context: str = "",
 ) -> str:
-    """Build a structured AI prompt from market data and computed indicators."""
-    recent = candles[-10:]
-    ohlcv_lines = [
-        (
-            f"- {candle.timestamp.isoformat(timespec='seconds')}: "
-            f"O={candle.open:.4f} H={candle.high:.4f} L={candle.low:.4f} "
-            f"C={candle.close:.4f} V={candle.volume:.0f}"
-        )
-        for candle in recent
-    ]
-    indicator_lines = [
-        f"Latest Close: {_fmt(technical.latest_close)}",
-        f"Trend Bias: {technical.trend_bias}",
-        f"SMA 5: {_fmt(technical.sma_fast)}",
-        f"SMA 20: {_fmt(technical.sma_slow)}",
-        f"EMA 12: {_fmt(technical.ema_fast)}",
-        f"RSI 14: {_fmt(technical.rsi)}",
-        f"MACD: {_fmt(technical.macd)}",
-        f"MACD Signal: {_fmt(technical.macd_signal)}",
-        f"Bollinger Upper: {_fmt(technical.bollinger_upper)}",
-        f"Bollinger Lower: {_fmt(technical.bollinger_lower)}",
-        f"ATR 14: {_fmt(technical.atr)}",
-        f"Support: {_fmt(technical.support)}",
-        f"Resistance: {_fmt(technical.resistance)}",
-    ]
-    debate = run_technical_debate(technical, structure, candles) if structure is not None else None
-    return (
-        f"{market_analysis_prompt()}\n\n"
-        f"Instrument: {symbol}\n"
-        f"Timeframe: {timeframe}\n"
-        f"Data Quality: {len(candles)} candles available from provider.\n\n"
-        "Recent OHLCV:\n"
-        f"{chr(10).join(ohlcv_lines)}\n\n"
-        "Computed Indicators:\n"
-        f"{chr(10).join(indicator_lines)}\n\n"
-        "Market Structure:\n"
-        f"{_format_structure(structure)}\n\n"
+    """Build a structured AI prompt from market data and computed indicators."""
+    recent = candles[-10:]
+    ohlcv_lines = [
+        (
+            f"- {candle.timestamp.isoformat(timespec='seconds')}: "
+            f"O={candle.open:.4f} H={candle.high:.4f} L={candle.low:.4f} "
+            f"C={candle.close:.4f} V={candle.volume:.0f}"
+        )
+        for candle in recent
+    ]
+    indicator_lines = [
+        f"Latest Close: {_fmt(technical.latest_close)}",
+        f"Trend Bias: {technical.trend_bias}",
+        f"SMA 5: {_fmt(technical.sma_fast)}",
+        f"SMA 20: {_fmt(technical.sma_slow)}",
+        f"EMA 12: {_fmt(technical.ema_fast)}",
+        f"RSI 14: {_fmt(technical.rsi)}",
+        f"MACD: {_fmt(technical.macd)}",
+        f"MACD Signal: {_fmt(technical.macd_signal)}",
+        f"Bollinger Upper: {_fmt(technical.bollinger_upper)}",
+        f"Bollinger Lower: {_fmt(technical.bollinger_lower)}",
+        f"ATR 14: {_fmt(technical.atr)}",
+        f"Support: {_fmt(technical.support)}",
+        f"Resistance: {_fmt(technical.resistance)}",
+    ]
+    debate = run_technical_debate(technical, structure, candles) if structure is not None else None
+    return (
+        f"{market_analysis_prompt()}\n\n"
+        f"Instrument: {symbol}\n"
+        f"Timeframe: {timeframe}\n"
+        f"Data Quality: {len(candles)} candles available from provider.\n\n"
+        "Recent OHLCV:\n"
+        f"{chr(10).join(ohlcv_lines)}\n\n"
+        "Computed Indicators:\n"
+        f"{chr(10).join(indicator_lines)}\n\n"
+        "Market Structure:\n"
+        f"{_format_structure(structure)}\n\n"
         "Signal Assessment:\n"
         f"{format_signal(debate.judge_signal) if debate is not None else 'No signal assessment available.'}\n\n"
         "Technical Debate:\n"
         f"{format_debate(debate) if debate is not None else 'No technical debate available.'}\n\n"
+        "Trading Method Context:\n"
+        f"{trading_methods_context or format_trading_methods_context(analyze_trading_methods(candles))}\n\n"
+        "User Gameplay Context:\n"
+        f"{user_gameplay_context}\n\n"
         "News/Fundamental Context:\n"
         f"{news_context}\n"
     )
-
-
-def build_technical_ai_summary(symbol: str, timeframe: str, candles: list[Candle]) -> str:
-    """Build a concise technical summary intended as AI assistant context."""
-    from fincli.app.analysis.indicators import summarize_technical_indicators
-    from fincli.app.analysis.market_structure import analyze_market_structure
-
-    technical = summarize_technical_indicators(candles)
-    structure = analyze_market_structure(candles)
-    debate = run_technical_debate(technical, structure, candles)
-    signal = debate.judge_signal
-    return (
-        "AI Assistance Summary:\n"
-        f"Instrument: {symbol}\n"
-        f"Timeframe: {timeframe}\n"
-        f"Data Quality: {len(candles)} candles\n"
-        f"Latest Close: {_fmt(technical.latest_close)}\n"
-        f"Trend Bias: {technical.trend_bias}\n"
-        f"RSI 14: {_fmt(technical.rsi)}\n"
-        f"MACD/Signal: {_fmt(technical.macd)} / {_fmt(technical.macd_signal)}\n"
-        f"Support/Resistance: {_fmt(technical.support)} / {_fmt(technical.resistance)}\n"
-        f"ATR 14: {_fmt(technical.atr)}\n"
-        f"Market Structure: {structure.trend}; {structure.latest_pattern}\n"
-        f"Signal: {signal.label} | Score {signal.score} | Confidence {signal.confidence}\n"
-        f"Signal Reasoning: {'; '.join(signal.reasons[:3])}\n"
-        f"Debate Judge: {signal.label}; {'; '.join(debate.judge_reasoning[:2])}\n"
-        f"Risk Notes: volatility={_fmt(technical.atr)}, liquidity={structure.liquidity_area or 'N/A'}, risk_zone={structure.risk_zone or 'N/A'}\n"
-        "Use this as context for scenario analysis. This is informational, not financial advice."
-    )
-
-
-def _fmt(value: float | None) -> str:
-    if value is None:
-        return "N/A"
-    return f"{value:.4f}"
-
-
-def _format_structure(structure: MarketStructureSummary | None) -> str:
-    if structure is None:
-        return "No market structure context provided."
-    return (
-        f"Trend: {structure.trend}\n"
-        f"Latest Pattern: {structure.latest_pattern}\n"
-        f"Break of Structure: {structure.break_of_structure}\n"
-        f"Change of Character: {structure.change_of_character}\n"
-        f"Support: {_fmt(structure.support)}\n"
-        f"Resistance: {_fmt(structure.resistance)}\n"
-        f"Liquidity Area: {structure.liquidity_area or 'N/A'}\n"
-        f"Risk Zone: {structure.risk_zone or 'N/A'}"
-    )
+
+
+def build_technical_ai_summary(symbol: str, timeframe: str, candles: list[Candle]) -> str:
+    """Build a concise technical summary intended as AI assistant context."""
+    from fincli.app.analysis.indicators import summarize_technical_indicators
+    from fincli.app.analysis.market_structure import analyze_market_structure
+
+    technical = summarize_technical_indicators(candles)
+    structure = analyze_market_structure(candles)
+    debate = run_technical_debate(technical, structure, candles)
+    signal = debate.judge_signal
+    return (
+        "AI Assistance Summary:\n"
+        f"Instrument: {symbol}\n"
+        f"Timeframe: {timeframe}\n"
+        f"Data Quality: {len(candles)} candles\n"
+        f"Latest Close: {_fmt(technical.latest_close)}\n"
+        f"Trend Bias: {technical.trend_bias}\n"
+        f"RSI 14: {_fmt(technical.rsi)}\n"
+        f"MACD/Signal: {_fmt(technical.macd)} / {_fmt(technical.macd_signal)}\n"
+        f"Support/Resistance: {_fmt(technical.support)} / {_fmt(technical.resistance)}\n"
+        f"ATR 14: {_fmt(technical.atr)}\n"
+        f"Market Structure: {structure.trend}; {structure.latest_pattern}\n"
+        f"Signal: {signal.label} | Score {signal.score} | Confidence {signal.confidence}\n"
+        f"Signal Reasoning: {'; '.join(signal.reasons[:3])}\n"
+        f"Debate Judge: {signal.label}; {'; '.join(debate.judge_reasoning[:2])}\n"
+        f"Risk Notes: volatility={_fmt(technical.atr)}, liquidity={structure.liquidity_area or 'N/A'}, risk_zone={structure.risk_zone or 'N/A'}\n"
+        "Use this as context for scenario analysis. This is informational, not financial advice."
+    )
+
+
+def _fmt(value: float | None) -> str:
+    if value is None:
+        return "N/A"
+    return f"{value:.4f}"
+
+
+def _format_structure(structure: MarketStructureSummary | None) -> str:
+    if structure is None:
+        return "No market structure context provided."
+    return (
+        f"Trend: {structure.trend}\n"
+        f"Latest Pattern: {structure.latest_pattern}\n"
+        f"Break of Structure: {structure.break_of_structure}\n"
+        f"Change of Character: {structure.change_of_character}\n"
+        f"Support: {_fmt(structure.support)}\n"
+        f"Resistance: {_fmt(structure.resistance)}\n"
+        f"Liquidity Area: {structure.liquidity_area or 'N/A'}\n"
+        f"Risk Zone: {structure.risk_zone or 'N/A'}"
+    )