@ethosagent/tools-india-broker-zerodha 0.1.0

package/package.json

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+{
+  "name": "@ethosagent/tools-india-broker-zerodha",
+  "version": "0.1.0",
+  "description": "Zerodha Kite Connect broker tools for Ethos AI agents — holdings, positions, orders, dry-run order placement",
+  "type": "module",
+  "main": "./dist/index.js",
+  "types": "./dist/index.d.ts",
+  "exports": {
+    ".": {
+      "import": "./dist/index.js",
+      "types": "./dist/index.d.ts"
+    },
+    "./panel": {
+      "import": "./dist/panel.js"
+    }
+  },
+  "bin": {
+    "zerodha-broker": "./dist/cli.js"
+  },
+  "engines": {
+    "node": ">=24"
+  },
+  "packageManager": "npm@10.8.1",
+  "scripts": {
+    "build": "tsup",
+    "dev": "tsup --watch",
+    "dev:panel": "tsup --watch --entry.panel src/panel.tsx",
+    "test": "vitest run",
+    "test:watch": "vitest",
+    "typecheck": "tsc --noEmit",
+    "lint": "biome check .",
+    "lint:fix": "biome check --write .",
+    "check": "npm run typecheck && npm run lint && npm run test",
+    "prepublishOnly": "npm run check && npm run build",
+    "postinstall": "npm rebuild better-sqlite3"
+  },
+  "files": [
+    "dist",
+    "skills",
+    "README.md",
+    "CHANGELOG.md",
+    "LICENSE"
+  ],
+  "peerDependencies": {
+    "@ethosagent/plugin-sdk": ">=0.4.3",
+    "@ethosagent/ui-components": ">=0.x"
+  },
+  "peerDependenciesMeta": {
+    "@ethosagent/plugin-sdk": {
+      "optional": true
+    },
+    "@ethosagent/ui-components": {
+      "optional": true
+    }
+  },
+  "dependencies": {
+    "better-sqlite3": "12.10.0",
+    "zod": "4.4.3"
+  },
+  "devDependencies": {
+    "@biomejs/biome": "2.4.15",
+    "@types/react": "^18.3.0",
+    "@ethosagent/plugin-sdk": "^0.4.3",
+    "@types/better-sqlite3": "7.6.13",
+    "@types/node": "22.19.19",
+    "tsup": "8.5.1",
+    "typescript": "6.0.3",
+    "vitest": "4.1.7"
+  },
+  "keywords": [
+    "ethos",
+    "india",
+    "zerodha",
+    "kite",
+    "broker",
+    "nse",
+    "bse",
+    "ai-agent"
+  ],
+  "license": "MIT",
+  "author": "Mitesh Sharma",
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/MiteshSharma/tools-india-broker-zerodha"
+  },
+  "ethos": {
+    "type": "plugin",
+    "id": "tools-india-broker-zerodha",
+    "pluginContractMajor": 2,
+    "hasHomePanel": true,
+    "skills_dir": "skills",
+    "priority": 0,
+    "dependencies": [],
+    "credentials": [
+      {
+        "ref": "brokers/zerodha/apiKey",
+        "label": "API Key",
+        "kind": "secret",
+        "description": "Zerodha API key"
+      },
+      {
+        "ref": "brokers/zerodha/apiSecret",
+        "label": "API Secret",
+        "kind": "secret",
+        "description": "Zerodha API secret"
+      },
+      {
+        "ref": "brokers/zerodha/accessToken",
+        "label": "Access Token",
+        "kind": "oauth",
+        "oauthRef": "zerodha",
+        "description": "Zerodha access token (renewed daily)"
+      }
+    ]
+  }
+}

package/skills/portfolio_review.md

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+# Skill: Portfolio Review
+
+## Purpose
+Comprehensive review of the user's Zerodha equity portfolio.
+
+## Data Context
+`{{holdings}}` — output of zerodha_holdings tool
+`{{account}}` — output of zerodha_account tool
+`{{market_brief}}` — output of nse_market_brief (if available)
+
+## Instructions
+
+1. **Summary**: Total invested, current value, overall P&L (INR + %)
+2. **Top performers**: Top 3 holdings by unrealised P&L %
+3. **Laggards**: Bottom 3 holdings by unrealised P&L % — any position review warranted?
+4. **Concentration risk**: Any single position > 20% of portfolio? Any sector concentration?
+5. **Cash position**: Available cash vs total portfolio value — over-invested?
+6. **Day context**: Which holdings had notable day moves (>2%) today?
+7. **Action items**: Any holdings with upcoming results, corporate actions (from memory)?
+
+## Output Schema
+{
+  "summary": { "total_invested": 0, "current_value": 0, "pnl_inr": 0, "pnl_pct": 0 },
+  "top_performers": [{ "symbol": "", "pnl_pct": 0 }],
+  "laggards": [{ "symbol": "", "pnl_pct": 0, "note": "" }],
+  "concentration_alerts": ["string"],
+  "cash_available_inr": 0,
+  "action_items": ["string"],
+  "overall_posture": "fully_invested" | "balanced" | "heavy_cash"
+}

package/skills/position_sizing.md

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+# Skill: Position Sizing
+
+## Purpose
+Calculate appropriate position size for a proposed trade based on portfolio context and risk parameters.

package/skills/trade_confirmation.md

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+# Skill: Pre-Trade Checklist
+
+## Purpose
+Structured checklist to evaluate before placing a real order.
+
+## Data Context
+`{{proposed_order}}` — the order parameters under consideration
+`{{holdings}}` — current portfolio
+`{{account}}` — available funds
+`{{symbol_brief}}` — recent data for the symbol (price, indicators from NSE tool)
+
+## Instructions
+
+Run through this checklist in order. If any item fails, flag it.
+
+1. **Funds check**: Will available cash cover the order? (quantity x price <= net_available)
+2. **Sizing check**: Will this position be > 20% of total portfolio value?
+3. **Duplicate check**: Do we already hold this symbol? If yes, state new total quantity post-buy
+4. **Market hours**: Is it currently market hours (09:15-15:30 IST)?
+5. **Price sanity**: For LIMIT orders — is the limit price within 2% of LTP?
+6. **Dry run confirmation**: Was dry_run already executed for this order?
+
+## Output Schema
+{
+  "all_clear": true | false,
+  "checks": {
+    "funds": { "pass": true, "detail": "INR 29800 required, INR 150000 available" },
+    "sizing": { "pass": true, "detail": "3.2% of portfolio" },
+    "duplicate": { "pass": true, "detail": "No existing position" },
+    "market_hours": { "pass": true, "detail": "09:18 IST" },
+    "price_sanity": { "pass": true, "detail": "Limit 2980, LTP 2975 (0.17% away)" },
+    "dry_run_done": { "pass": true, "detail": "Dry run executed at 09:15 IST" }
+  },
+  "recommendation": "Proceed" | "Review required",
+  "flags": ["string"]
+}