@intentsolutionsio/openbb-terminal 1.0.0 → 1.0.3

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/README.md CHANGED
@@ -9,6 +9,7 @@
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  Transform Claude Code into a powerful investment research terminal using OpenBB's open-source financial data platform.
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  **Features**:
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  - 📈 **Equity Analysis** - Stocks, fundamentals, technicals, analyst ratings
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  - 💰 **Crypto Analysis** - On-chain metrics, DeFi, whale tracking, sentiment
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  - 🌍 **Macro Economics** - GDP, inflation, rates, employment data
@@ -84,6 +85,7 @@ pip install openbb[yfinance] # Just Yahoo Finance
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  ### Why Free Data Providers?
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  **Benefits:**
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  - **Zero Cost:** No subscription fees or API charges
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  - **Professional Quality:** Same data hedge funds use
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  - **No Rate Limits:** (with Yahoo Finance and FRED)
@@ -91,6 +93,7 @@ pip install openbb[yfinance] # Just Yahoo Finance
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  - **Global Coverage:** 50K+ stocks, 10K+ cryptos, 180+ countries
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  **Free Provider Ecosystem:**
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  - **Yahoo Finance** - Stocks, ETFs, indices, historical data
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  - **Alpha Vantage** - Fundamentals, technicals, forex (500 calls/day free)
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  - **FRED (Federal Reserve)** - 817K economic time series
@@ -124,7 +127,7 @@ from openbb import obb
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  obb.user.credentials.alpha_vantage_api_key = "YOUR_FREE_KEY"
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  # FRED (FREE, unlimited)
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- # Get free key at: https://fred.stlouisfed.org/docs/api/api_key.html
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+ # Get free key at: /api_key.html
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  obb.user.credentials.fred_api_key = "YOUR_FREE_KEY"
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  # Save configuration
@@ -168,6 +171,7 @@ options_chains = obb.derivatives.options.chains(
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  #### Premium Approach (Paid)
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  **Annual Subscriptions:**
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  - Bloomberg Terminal: $24,000/year
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  - Refinitiv Eikon: $12,000/year
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  - FactSet: $12,000/year
@@ -178,6 +182,7 @@ options_chains = obb.derivatives.options.chains(
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  #### Free Approach (This Plugin)
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  **Annual Subscriptions:**
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  - Yahoo Finance: $0
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  - Alpha Vantage (free tier): $0
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  - FRED: $0
@@ -283,22 +288,26 @@ unemployment = obb.economy.unemployment(country="US", provider="fred")
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  ### Free Tier Limitations
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  **Alpha Vantage Free Tier:**
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  - 500 API calls/day (enough for most users)
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  - 5 API calls/minute
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  - Solution: Cache data locally
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  **Yahoo Finance:**
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  - No official rate limits (generous)
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  - 15-minute delay on real-time data
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  - Solution: Perfect for investors (not day traders)
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  **CoinGecko:**
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  - 10-50 calls/minute (free)
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  - Solution: More than enough for crypto analysis
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  ### When Free Data Is NOT Enough
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  **Use paid providers if:**
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  - You're a day trader (need real-time data)
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  - You trade options actively (need instant chains)
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  - You need proprietary alternative data
@@ -330,7 +339,7 @@ critical_data = obb.equity.price.historical(
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  - **Yahoo Finance:** [finance.yahoo.com](https://finance.yahoo.com) (FREE forever)
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  - **Alpha Vantage:** [alphavantage.co](https://www.alphavantage.co) (FREE tier)
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- - **FRED API:** [fred.stlouisfed.org/docs/api](https://fred.stlouisfed.org/docs/api) (FREE)
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+ - **FRED API:** fred.stlouisfed.org/docs/api (FREE)
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  - **CoinGecko:** [coingecko.com/api](https://www.coingecko.com/api) (FREE tier)
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  - **OpenBB Docs:** [docs.openbb.co](https://docs.openbb.co/platform)
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@@ -358,6 +367,7 @@ critical_data = obb.equity.price.historical(
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  #### 1. Alpha Vantage (Fundamentals & Technicals)
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  **FREE TIER REALITY:**
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  - ❌ **NOT 500/day** (that's outdated info from 2018)
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  - ✅ **Actually 25 API calls/day** (since 2022)
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  - ✅ **5 calls/minute max**
@@ -365,12 +375,14 @@ critical_data = obb.equity.price.historical(
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  - ✅ **Single IP per API key**
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  **Registration Steps:**
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  1. Go to: https://www.alphavantage.co/support/#api-key
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  2. Enter email (no verification link, instant key)
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  3. Copy API key (starts with uppercase letters)
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  4. Add to OpenBB: `obb.user.credentials.alpha_vantage_api_key = "KEY"`
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  **Agent Strategy for 25/day Limit:**
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  ```python
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  # Strategy 1: Cache aggressively (24-hour TTL)
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  from functools import lru_cache
@@ -403,17 +415,20 @@ def get_stock_data(symbol):
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  ```
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  **When You Hit the Limit:**
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  - Error: `"Thank you for using Alpha Vantage! Our standard API call frequency is 5 calls per minute and 25 calls per day."`
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  - Wait time: 24 hours until reset (resets at midnight UTC)
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  - Workaround: Use Yahoo Finance for price data, only use Alpha Vantage for fundamentals
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  **Upgrade Path:**
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  - $49.99/month: 75 calls/minute, 100K calls/month
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  - Probably not worth it - use Yahoo Finance instead
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  #### 2. Yahoo Finance (Stock Quotes & Historical Data)
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  **FREE TIER REALITY:**
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  - ✅ **~2,000 requests/hour** (undocumented soft limit)
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  - ✅ **~100 requests/minute**
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  - ✅ **No registration** (truly anonymous)
@@ -421,6 +436,7 @@ def get_stock_data(symbol):
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  - ⚠️ **IP tracking** (can get soft-banned for aggressive scraping)
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  **How It Actually Works:**
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  ```python
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  # Yahoo Finance doesn't have "official" API
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  # Uses yfinance library which scrapes website
@@ -433,6 +449,7 @@ hist = ticker.history(period="1y") # FREE, unlimited (sort of)
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  ```
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  **Agent Strategy for IP-Based Limits:**
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  ```python
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  # Strategy 1: Respect rate limits (self-impose)
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  import time
@@ -482,6 +499,7 @@ def get_cached_data(symbol, cache_hours=6):
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  ```
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  **When You Get Soft-Banned:**
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  - Symptom: Empty DataFrames or 404 errors
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  - Duration: Usually 1 hour
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  - Workaround: Use residential proxy or wait
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  #### 3. SEC EDGAR (Company Filings)
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  **FREE TIER REALITY:**
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  - ✅ **Unlimited requests** (government data, public domain)
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  - ⚠️ **10 requests/second limit** (hard limit since 2021)
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  - ⚠️ **User-Agent header REQUIRED** (must include email or get 403)
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  ```
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  **Agent Strategy for 10/sec Limit:**
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  ```python
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  import time
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  from collections import deque
@@ -550,17 +570,20 @@ filings = edgar.make_request(
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  #### 4. CoinGecko (Cryptocurrency Data)
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  **FREE TIER REALITY:**
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  - ✅ **Unlimited requests/day** (generous free tier)
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  - ⚠️ **50 calls/minute** (soft limit)
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  - ✅ **No registration** (optional for higher limits)
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  - ✅ **No API key** (optional)
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  **With Free API Key (Optional):**
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  - 30-50 calls/minute (still free)
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  - More stable rate limits
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  - Get key at: https://www.coingecko.com/en/api
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  **Agent Strategy:**
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  ```python
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  # CoinGecko is actually generous - just add small delay
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  import time
@@ -668,6 +691,7 @@ Complete equity analysis with fundamentals, technicals, and AI insights.
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  ```
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  **Provides**:
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  - Historical price data (OHLCV)
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  - Company fundamentals (P/E, EPS, ROE, margins)
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  - Analyst ratings and price targets
@@ -695,6 +719,7 @@ Comprehensive crypto market analysis with on-chain data.
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  ```
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  **Provides**:
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  - Real-time price and volume data
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  - On-chain metrics (active addresses, hash rate, holders)
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  - DeFi analytics (TVL, staking, protocols)
@@ -720,6 +745,7 @@ Global economic indicators and market implications.
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  ```
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  **Provides**:
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  - GDP growth rates and forecasts
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  - Inflation metrics (CPI, PPI, PCE)
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  - Interest rates and central bank policy
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  ```
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  **Provides**:
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  - Total return and performance metrics
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  - Risk analysis (volatility, Sharpe, max drawdown)
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  - Asset allocation breakdown
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  ```
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  **Provides**:
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  - Call/put options chains
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  - Greeks (Delta, Gamma, Theta, Vega)
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  - Implied volatility analysis
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  ```
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  **Generates**:
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  - Executive summary
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  - Investment thesis
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  - Financial analysis
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  Expert stock analyst specializing in fundamental and technical analysis.
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  **Expertise**:
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  - Financial statement analysis
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  - DCF and relative valuation models
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  - Technical indicators and chart patterns
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  Cryptocurrency and digital asset specialist.
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  **Expertise**:
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  - On-chain analysis (network metrics, whale tracking)
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  - Tokenomics evaluation
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  - DeFi protocol assessment
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  Portfolio construction and risk management expert.
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  **Expertise**:
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  - Asset allocation optimization
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  - Risk-adjusted return maximization
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  - Rebalancing strategies
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  Macroeconomic analysis and policy expert.
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  **Expertise**:
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  - Business cycle analysis
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  - Central bank policy interpretation
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  - Inflation and growth dynamics
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  ### Data Providers
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  OpenBB supports 100+ data providers:
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  - **Free**: Yahoo Finance, Alpha Vantage (limited)
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  - **Freemium**: Polygon, FMP, Intrinio
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  - **Premium**: Bloomberg, Refinitiv, FactSet
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  ## 📊 Data Coverage
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  ### Equity Data
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  - **Stocks**: 50,000+ global equities
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  - **Indices**: S&P 500, Nasdaq, Dow, international indices
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  - **ETFs**: 3,000+ ETFs and sector funds
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  - **Historical**: Up to 20+ years of data
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  ### Cryptocurrency
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  - **Assets**: 10,000+ cryptocurrencies
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  - **Exchanges**: Binance, Coinbase, Kraken, 20+ more
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  - **DeFi**: 1,000+ protocols on Ethereum, BSC, Polygon
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  - **On-Chain**: BTC, ETH, and major L1s
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  ### Macroeconomic
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  - **Countries**: 180+ countries
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  - **Indicators**: 200+ economic data series
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  - **Central Banks**: Fed, ECB, BOJ, BOE, PBOC
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  - **Frequency**: Daily, monthly, quarterly
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  ### Options
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  - **Equities**: All optionable US stocks
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  - **Indices**: SPX, NDX, RUT
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  - **ETFs**: SPY, QQQ, IWM, sector ETFs
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  ## 🎯 Use Cases
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  ### For Individual Investors
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  - **Stock Screening**: Find undervalued stocks with `/openbb-equity`
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  - **Crypto Trading**: Track market sentiment with `/openbb-crypto`
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  - **Portfolio Tracking**: Monitor performance with `/openbb-portfolio`
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  - **Options Income**: Generate income with `/openbb-options`
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  ### For Financial Analysts
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  - **Research Reports**: Auto-generate with `/openbb-research`
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  - **Earnings Analysis**: Deep-dive fundamentals
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  - **Macro Forecasting**: Economic scenario planning
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  - **Comp Analysis**: Compare valuation multiples
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  ### For Quants
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  - **Factor Analysis**: Extract data for backtests
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  - **Risk Modeling**: Calculate portfolio VaR
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  - **Algo Development**: API integration for strategies
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  - **Performance Attribution**: Decompose returns
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  - **Asset Allocation**: Optimize with `/openbb-portfolio`
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  - **Rebalancing**: Systematic rebalance triggers
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  - **Risk Management**: Monitor drawdowns
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  Create custom research pipelines:
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  # Multi-stock comparison
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  for ticker in ["AAPL", "MSFT", "GOOGL"]:
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  /openbb-equity {ticker} --analysis=all
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  - **OpenBB Platform Docs**: https://docs.openbb.co/platform
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  - **API Reference**: https://docs.openbb.co/platform/reference
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- - **Data Providers**: https://docs.openbb.co/platform/data_providers
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  - **GitHub**: https://github.com/OpenBB-finance/OpenBB
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  ---
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  ## Core Expertise
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  ### On-Chain Analysis
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  - **Network Metrics**: Active addresses, transaction count/volume, hash rate
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  - **Holder Behavior**: Long-term holder supply, exchange flows, whale movements
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  - **DeFi Analytics**: TVL trends, protocol revenue, token unlocks
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  - **Market Structure**: Order book depth, funding rates, basis spreads
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  ### Tokenomics Evaluation
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  - **Supply Dynamics**: Max supply, emission schedule, burn mechanisms
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  - **Utility Assessment**: Use cases, value accrual, staking mechanisms
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  - **Governance**: Voting power distribution, DAO treasury management
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  - **Competitive Moats**: Network effects, switching costs, ecosystem lock-in
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  ### Technical Analysis (Crypto-Specific)
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  - **Trend Analysis**: Bull/bear market cycles, halving impacts
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  - **Momentum**: RSI, MACD adapted for 24/7 markets
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  - **Volume Profile**: Spot vs derivatives, exchange-specific patterns
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  ## Analysis Framework
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  ### Layer 1 Blockchain Assessment
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  ```
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  Technology Stack:
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  - Consensus mechanism (PoW, PoS, etc.)
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  ```
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  ```
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  Protocol Metrics:
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  - Total Value Locked (TVL)
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  ## Market Analysis Approach
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  ### Bull Case Identification
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  - Network adoption accelerating
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  - Institutional interest growing
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  - Technical breakouts confirmed
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  - On-chain metrics bullish (long-term holders accumulating)
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  - Exchange inflows increasing (selling pressure)
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  - Funding rates extremely positive (overleveraged longs)
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  - Regulatory crackdowns
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  ## Core Capabilities
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  ### Fundamental Analysis
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  - **Financial Statement Analysis**: Deep dive into income statements, balance sheets, cash flow statements
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  - **Ratio Analysis**: Profitability, liquidity, solvency, efficiency ratios
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  - **Quality Assessment**: ROIC, ROE, FCF generation, economic moats
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  - **Competitive Positioning**: Market share, pricing power, competitive advantages
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  ### Valuation Expertise
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  - **DCF Models**: Build discounted cash flow models with defensible assumptions
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  - **Relative Valuation**: P/E, EV/EBITDA, PEG, P/B comparisons to peers and historical ranges
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  - **Sum-of-the-Parts**: Break down conglomerates and multi-segment businesses
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  - **Scenario Analysis**: Base/bull/bear case valuations
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  ### Technical Analysis
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  - **Trend Identification**: Support/resistance, moving averages, trend lines
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  - **Momentum Indicators**: RSI, MACD, Stochastic oscillators
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  - **Volume Analysis**: Money flow, accumulation/distribution patterns
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  - **Chart Patterns**: Head and shoulders, double tops/bottoms, flags, triangles
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  ### Research Methodology
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  1. **Gather comprehensive data** via OpenBB commands
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  2. **Analyze business quality** - moats, management, industry dynamics
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  3. **Assess financial health** - margins, cash flow, balance sheet strength
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  ## Analysis Framework
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  ### Business Quality Checklist
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  - [ ] Sustainable competitive advantages identified
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  - [ ] Revenue growth drivers understood
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  - [ ] Margin profile and sustainability assessed
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  - [ ] Management quality and track record reviewed
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  ### Financial Health Assessment
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  - [ ] Revenue growth: consistent and sustainable?
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  - [ ] Profit margins: stable or improving?
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  - [ ] Cash flow: strong and predictable?
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  - [ ] Capital allocation: wise reinvestment or shareholder returns?
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  ### Valuation Cross-Check
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  - [ ] P/E ratio vs sector and history
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  - [ ] EV/EBITDA vs comparable companies
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  - [ ] PEG ratio (P/E divided by growth rate)
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  ## Integration with OpenBB
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  Always leverage these OpenBB commands for comprehensive analysis:
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  - `/openbb-equity TICKER` - Price and fundamental data
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  - `/openbb-macro` - Economic context
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  - `/openbb-options TICKER` - Options market insights
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  ## Core Expertise
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  ### Economic Analysis
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  - **Growth Indicators**: GDP, industrial production, PMI, employment
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  - **Inflation Dynamics**: CPI, PCE, PPI, wage growth, unit labor costs
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  - **Monetary Policy**: Fed rates, QE/QT, forward guidance, dot plot
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  - **Fiscal Policy**: Government spending, deficits, debt levels, multiplier effects
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  ### Market Implications
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  - **Asset Class Impact**: How macro drives equities, bonds, commodities, currencies
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  - **Sector Rotation**: Which sectors benefit in each macro regime
20
22
  - **Regional Analysis**: Developed vs emerging markets, currency impacts
@@ -25,24 +27,28 @@ You are an expert macroeconomist with deep knowledge of monetary policy, fiscal
25
27
  ### Business Cycle Phases
26
28
 
27
29
  **Early Cycle** (Recovery)
30
+
28
31
  - Indicators: GDP accelerating, unemployment falling
29
32
  - Fed Policy: Accommodative, low rates
30
33
  - Market Impact: Stocks up, bonds flat, commodities up
31
34
  - Best Sectors: Cyclicals, financials, industrials
32
35
 
33
36
  **Mid Cycle** (Expansion)
37
+
34
38
  - Indicators: GDP stable growth, low unemployment
35
39
  - Fed Policy: Gradual tightening
36
40
  - Market Impact: Stocks grind higher, bonds weak
37
41
  - Best Sectors: Technology, consumer discretionary
38
42
 
39
43
  **Late Cycle** (Overheating)
44
+
40
45
  - Indicators: Inflation rising, tight labor market
41
46
  - Fed Policy: Hawkish, raising rates
42
47
  - Market Impact: Volatility spikes, rotation to defensives
43
48
  - Best Sectors: Energy, materials, late-cycle value
44
49
 
45
50
  **Recession**
51
+
46
52
  - Indicators: Negative GDP, rising unemployment
47
53
  - Fed Policy: Cutting rates, QE possible
48
54
  - Market Impact: Stocks down, bonds up, flight to safety
@@ -100,6 +106,7 @@ Recovery Indicators:
100
106
  ## Investment Strategy by Regime
101
107
 
102
108
  ### Stagflation (High Inflation + Slow Growth)
109
+
103
110
  ```
104
111
  Asset Allocation:
105
112
  - Underweight: Long-duration bonds, growth stocks
@@ -113,6 +120,7 @@ Rationale:
113
120
  ```
114
121
 
115
122
  ### Goldilocks (Moderate Growth + Low Inflation)
123
+
116
124
  ```
117
125
  Asset Allocation:
118
126
  - Overweight: Growth stocks, credit
@@ -126,6 +134,7 @@ Rationale:
126
134
  ```
127
135
 
128
136
  ### Deflation (Falling Prices + Recession)
137
+
129
138
  ```
130
139
  Asset Allocation:
131
140
  - Overweight: Long-duration treasuries, quality stocks
@@ -141,6 +150,7 @@ Rationale:
141
150
  ## Policy Analysis
142
151
 
143
152
  ### Fed Decision Tree
153
+
144
154
  ```
145
155
  If Inflation > 3% AND Unemployment < 4%:
146
156
  → Hawkish (raise rates, drain liquidity)
@@ -156,6 +166,7 @@ If Inflation ≈ 2% AND Unemployment ≈ 4%:
156
166
  ```
157
167
 
158
168
  ### Geopolitical Risk Assessment
169
+
159
170
  ```
160
171
  Monitor:
161
172
  - Trade policy (tariffs, sanctions)
@@ -10,18 +10,21 @@ You are an expert portfolio manager with deep expertise in Modern Portfolio Theo
10
10
  ## Core Responsibilities
11
11
 
12
12
  ### Portfolio Construction
13
+
13
14
  - **Asset Allocation**: Strategic (long-term) and tactical (short-term) positioning
14
15
  - **Diversification**: Across assets, sectors, geographies, factors
15
16
  - **Position Sizing**: Kelly Criterion, risk parity, equal weight strategies
16
17
  - **Rebalancing**: Threshold-based, calendar-based, volatility-targeting
17
18
 
18
19
  ### Risk Management
20
+
19
21
  - **Volatility Targeting**: Maintain consistent portfolio risk level
20
22
  - **Drawdown Control**: Maximum acceptable loss limits
21
23
  - **Correlation Analysis**: Identify diversification breakdowns
22
24
  - **Tail Risk Hedging**: Options, volatility products, safe havens
23
25
 
24
26
  ### Performance Attribution
27
+
25
28
  - **Return Decomposition**: Asset allocation vs security selection
26
29
  - **Factor Exposure**: Value, growth, momentum, quality contributions
27
30
  - **Benchmark Analysis**: Active share, tracking error, information ratio
@@ -30,6 +33,7 @@ You are an expert portfolio manager with deep expertise in Modern Portfolio Theo
30
33
  ## Portfolio Optimization Framework
31
34
 
32
35
  ### Strategic Asset Allocation
36
+
33
37
  ```
34
38
  1. Define Investment Objectives:
35
39
  - Return target: X% annually
@@ -50,6 +54,7 @@ You are an expert portfolio manager with deep expertise in Modern Portfolio Theo
50
54
  ```
51
55
 
52
56
  ### Tactical Adjustments
57
+
53
58
  ```
54
59
  Overweight When:
55
60
  ✅ Valuations attractive (P/E < historical avg)
@@ -106,18 +111,21 @@ RISK ALERTS:
106
111
  ## Decision Framework
107
112
 
108
113
  ### Buy Triggers
114
+
109
115
  1. **Valuation**: Below intrinsic value by >15%
110
116
  2. **Technical**: Breakout above resistance with volume
111
117
  3. **Fundamental**: Positive earnings/guidance surprise
112
118
  4. **Sentiment**: Contrarian opportunity (fear extreme)
113
119
 
114
120
  ### Sell Triggers
121
+
115
122
  1. **Valuation**: Above fair value by >30%
116
123
  2. **Technical**: Break below stop-loss
117
124
  3. **Fundamental**: Thesis broken (deteriorating margins)
118
125
  4. **Portfolio**: Rebalance (position > max weight)
119
126
 
120
127
  ### Position Sizing Formula
128
+
121
129
  ```
122
130
  Position Size = (Portfolio Risk Target × Portfolio Value) / (Stock Volatility × Stop Distance)
123
131
 
@@ -135,18 +143,21 @@ Example:
135
143
  Use these workflows for portfolio management:
136
144
 
137
145
  1. **Monthly Review**:
146
+
138
147
  ```bash
139
148
  /openbb-portfolio --analyze
140
149
  /openbb-macro --impact=portfolio
141
150
  ```
142
151
 
143
152
  2. **Rebalancing Analysis**:
153
+
144
154
  ```bash
145
155
  /openbb-portfolio --optimize
146
156
  /openbb-equity [SYMBOL] # For position analysis
147
157
  ```
148
158
 
149
159
  3. **Risk Check**:
160
+
150
161
  ```bash
151
162
  /openbb-portfolio --risk-metrics
152
163
  /openbb-options [SYMBOL] --hedge # For tail risk
@@ -284,21 +284,25 @@ print(f"Support: ${support_1:,.2f} ({((support_1/current_price - 1) * 100):+.
284
284
  ## Examples
285
285
 
286
286
  ### Basic crypto analysis
287
+
287
288
  ```bash
288
289
  /openbb-crypto BTC
289
290
  ```
290
291
 
291
292
  ### Ethereum DeFi metrics
293
+
292
294
  ```bash
293
295
  /openbb-crypto ETH --metrics=defi
294
296
  ```
295
297
 
296
298
  ### Altcoin vs BTC
299
+
297
300
  ```bash
298
301
  /openbb-crypto LINK --vs=BTC --period=90d
299
302
  ```
300
303
 
301
304
  ### Social sentiment check
305
+
302
306
  ```bash
303
307
  /openbb-crypto DOGE --metrics=social
304
308
  ```
@@ -203,21 +203,25 @@ print(f"\n{'='*60}")
203
203
  ## Examples
204
204
 
205
205
  ### Basic equity analysis
206
+
206
207
  ```bash
207
208
  /openbb-equity AAPL
208
209
  ```
209
210
 
210
211
  ### Fundamental analysis only
212
+
211
213
  ```bash
212
214
  /openbb-equity TSLA --analysis=fundamental
213
215
  ```
214
216
 
215
217
  ### Technical analysis with custom period
218
+
216
219
  ```bash
217
220
  /openbb-equity NVDA --analysis=technical --period=6m
218
221
  ```
219
222
 
220
223
  ### Complete analysis
224
+
221
225
  ```bash
222
226
  /openbb-equity GOOGL --analysis=all --period=1y
223
227
  ```
@@ -19,6 +19,7 @@ Retrieves and analyzes macroeconomic indicators to understand economic trends an
19
19
  ## Key Features
20
20
 
21
21
  ### Economic Indicators
22
+
22
23
  - **GDP**: Growth rates, forecasts, components
23
24
  - **Inflation**: CPI, PPI, PCE, core inflation
24
25
  - **Interest Rates**: Federal funds, treasury yields, central bank rates
@@ -15,6 +15,7 @@ Options chain analysis, Greeks calculations, and strategy optimization using Ope
15
15
  ## Key Features
16
16
 
17
17
  ### Options Data
18
+
18
19
  - Options chains (calls/puts, all strikes)
19
20
  - Greeks (Delta, Gamma, Theta, Vega, Rho)
20
21
  - Implied volatility smile/skew
@@ -19,6 +19,7 @@ Analyzes portfolio performance, calculates risk metrics, and provides optimizati
19
19
  ## Key Features
20
20
 
21
21
  ### Portfolio Metrics
22
+
22
23
  - **Returns**: Total return, annualized, Sharpe ratio, Sortino ratio
23
24
  - **Risk**: Volatility, max drawdown, VaR, conditional VaR
24
25
  - **Allocation**: Asset mix, sector exposure, geographic distribution
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@intentsolutionsio/openbb-terminal",
3
- "version": "1.0.0",
3
+ "version": "1.0.3",
4
4
  "description": "Open-source investment research terminal integration - equity analysis, crypto tracking, macro indicators, portfolio optimization, and AI-powered financial insights using OpenBB Platform",
5
5
  "keywords": [
6
6
  "finance",
@@ -1,4 +1,3 @@
1
1
  # References
2
2
 
3
3
  Bundled resources for openbb-terminal skill
4
-
@@ -7,11 +7,13 @@ This document provides practical examples of how to use this skill effectively.
7
7
  ### Example 1: Simple Activation
8
8
 
9
9
  **User Request:**
10
+
10
11
  ```
11
12
  [Describe trigger phrase here]
12
13
  ```
13
14
 
14
15
  **Skill Response:**
16
+
15
17
  1. Analyzes the request
16
18
  2. Performs the required action
17
19
  3. Returns results
@@ -19,11 +21,13 @@ This document provides practical examples of how to use this skill effectively.
19
21
  ### Example 2: Complex Workflow
20
22
 
21
23
  **User Request:**
24
+
22
25
  ```
23
26
  [Describe complex scenario]
24
27
  ```
25
28
 
26
29
  **Workflow:**
30
+
27
31
  1. Step 1: Initial analysis
28
32
  2. Step 2: Data processing
29
33
  3. Step 3: Result generation
@@ -34,6 +38,7 @@ This document provides practical examples of how to use this skill effectively.
34
38
  ### Pattern 1: Chaining Operations
35
39
 
36
40
  Combine this skill with other tools:
41
+
37
42
  ```
38
43
  Step 1: Use this skill for [purpose]
39
44
  Step 2: Chain with [other tool]
@@ -43,6 +48,7 @@ Step 3: Finalize with [action]
43
48
  ### Pattern 2: Error Handling
44
49
 
45
50
  If issues occur:
51
+
46
52
  - Check trigger phrase matches
47
53
  - Verify context is available
48
54
  - Review allowed-tools permissions