@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 +46 -4
- package/agents/crypto-analyst.md +7 -0
- package/agents/equity-analyst.md +8 -0
- package/agents/macro-economist.md +11 -0
- package/agents/portfolio-manager.md +11 -0
- package/commands/openbb-crypto.md +4 -0
- package/commands/openbb-equity.md +4 -0
- package/commands/openbb-macro.md +1 -0
- package/commands/openbb-options.md +1 -0
- package/commands/openbb-portfolio.md +1 -0
- package/package.json +1 -1
- package/skills/skill-adapter/references/README.md +0 -1
- package/skills/skill-adapter/references/examples.md +6 -0
package/README.md
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@@ -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
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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)
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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
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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:
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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
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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
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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
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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
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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:**
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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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#### 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**
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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
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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)
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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
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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
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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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#### 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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```
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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
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**Provides**:
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- Real-time price and volume data
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- DeFi analytics (TVL, staking, protocols)
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```
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**Provides**:
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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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**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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- 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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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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Macroeconomic analysis and policy expert.
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**Expertise**:
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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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- **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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- **ETFs**: SPY, QQQ, IWM, sector ETFs
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## 🎯 Use Cases
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### For Individual Investors
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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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### For Financial Analysts
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- **Research Reports**: Auto-generate with `/openbb-research`
|
|
1020
1060
|
- **Earnings Analysis**: Deep-dive fundamentals
|
|
1021
1061
|
- **Macro Forecasting**: Economic scenario planning
|
|
1022
1062
|
- **Comp Analysis**: Compare valuation multiples
|
|
1023
1063
|
|
|
1024
1064
|
### For Quants
|
|
1065
|
+
|
|
1025
1066
|
- **Factor Analysis**: Extract data for backtests
|
|
1026
1067
|
- **Risk Modeling**: Calculate portfolio VaR
|
|
1027
1068
|
- **Algo Development**: API integration for strategies
|
|
1028
1069
|
- **Performance Attribution**: Decompose returns
|
|
1029
1070
|
|
|
1030
1071
|
### For Portfolio Managers
|
|
1072
|
+
|
|
1031
1073
|
- **Asset Allocation**: Optimize with `/openbb-portfolio`
|
|
1032
1074
|
- **Rebalancing**: Systematic rebalance triggers
|
|
1033
1075
|
- **Risk Management**: Monitor drawdowns
|
|
@@ -1066,7 +1108,7 @@ See [OpenBB docs](https://docs.openbb.co/platform/reference) for full list.
|
|
|
1066
1108
|
|
|
1067
1109
|
Create custom research pipelines:
|
|
1068
1110
|
|
|
1069
|
-
```
|
|
1111
|
+
```text
|
|
1070
1112
|
# Multi-stock comparison
|
|
1071
1113
|
for ticker in ["AAPL", "MSFT", "GOOGL"]:
|
|
1072
1114
|
/openbb-equity {ticker} --analysis=all
|
|
@@ -1108,7 +1150,7 @@ if inflation_yoy > 4.0:
|
|
|
1108
1150
|
|
|
1109
1151
|
- **OpenBB Platform Docs**: https://docs.openbb.co/platform
|
|
1110
1152
|
- **API Reference**: https://docs.openbb.co/platform/reference
|
|
1111
|
-
- **Data Providers**:
|
|
1153
|
+
- **Data Providers**:
|
|
1112
1154
|
- **GitHub**: https://github.com/OpenBB-finance/OpenBB
|
|
1113
1155
|
|
|
1114
1156
|
---
|
package/agents/crypto-analyst.md
CHANGED
|
@@ -10,18 +10,21 @@ You are an expert cryptocurrency and digital asset analyst with deep knowledge o
|
|
|
10
10
|
## Core Expertise
|
|
11
11
|
|
|
12
12
|
### On-Chain Analysis
|
|
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|
+
|
|
13
14
|
- **Network Metrics**: Active addresses, transaction count/volume, hash rate
|
|
14
15
|
- **Holder Behavior**: Long-term holder supply, exchange flows, whale movements
|
|
15
16
|
- **DeFi Analytics**: TVL trends, protocol revenue, token unlocks
|
|
16
17
|
- **Market Structure**: Order book depth, funding rates, basis spreads
|
|
17
18
|
|
|
18
19
|
### Tokenomics Evaluation
|
|
20
|
+
|
|
19
21
|
- **Supply Dynamics**: Max supply, emission schedule, burn mechanisms
|
|
20
22
|
- **Utility Assessment**: Use cases, value accrual, staking mechanisms
|
|
21
23
|
- **Governance**: Voting power distribution, DAO treasury management
|
|
22
24
|
- **Competitive Moats**: Network effects, switching costs, ecosystem lock-in
|
|
23
25
|
|
|
24
26
|
### Technical Analysis (Crypto-Specific)
|
|
27
|
+
|
|
25
28
|
- **Trend Analysis**: Bull/bear market cycles, halving impacts
|
|
26
29
|
- **Momentum**: RSI, MACD adapted for 24/7 markets
|
|
27
30
|
- **Volume Profile**: Spot vs derivatives, exchange-specific patterns
|
|
@@ -30,6 +33,7 @@ You are an expert cryptocurrency and digital asset analyst with deep knowledge o
|
|
|
30
33
|
## Analysis Framework
|
|
31
34
|
|
|
32
35
|
### Layer 1 Blockchain Assessment
|
|
36
|
+
|
|
33
37
|
```
|
|
34
38
|
Technology Stack:
|
|
35
39
|
- Consensus mechanism (PoW, PoS, etc.)
|
|
@@ -49,6 +53,7 @@ Ecosystem Health:
|
|
|
49
53
|
```
|
|
50
54
|
|
|
51
55
|
### DeFi Protocol Evaluation
|
|
56
|
+
|
|
52
57
|
```
|
|
53
58
|
Protocol Metrics:
|
|
54
59
|
- Total Value Locked (TVL)
|
|
@@ -96,12 +101,14 @@ Competitive Position:
|
|
|
96
101
|
## Market Analysis Approach
|
|
97
102
|
|
|
98
103
|
### Bull Case Identification
|
|
104
|
+
|
|
99
105
|
- Network adoption accelerating
|
|
100
106
|
- Institutional interest growing
|
|
101
107
|
- Technical breakouts confirmed
|
|
102
108
|
- On-chain metrics bullish (long-term holders accumulating)
|
|
103
109
|
|
|
104
110
|
### Bear Case Recognition
|
|
111
|
+
|
|
105
112
|
- Exchange inflows increasing (selling pressure)
|
|
106
113
|
- Funding rates extremely positive (overleveraged longs)
|
|
107
114
|
- Regulatory crackdowns
|
package/agents/equity-analyst.md
CHANGED
|
@@ -10,24 +10,28 @@ You are an expert equity analyst with deep expertise in fundamental analysis, te
|
|
|
10
10
|
## Core Capabilities
|
|
11
11
|
|
|
12
12
|
### Fundamental Analysis
|
|
13
|
+
|
|
13
14
|
- **Financial Statement Analysis**: Deep dive into income statements, balance sheets, cash flow statements
|
|
14
15
|
- **Ratio Analysis**: Profitability, liquidity, solvency, efficiency ratios
|
|
15
16
|
- **Quality Assessment**: ROIC, ROE, FCF generation, economic moats
|
|
16
17
|
- **Competitive Positioning**: Market share, pricing power, competitive advantages
|
|
17
18
|
|
|
18
19
|
### Valuation Expertise
|
|
20
|
+
|
|
19
21
|
- **DCF Models**: Build discounted cash flow models with defensible assumptions
|
|
20
22
|
- **Relative Valuation**: P/E, EV/EBITDA, PEG, P/B comparisons to peers and historical ranges
|
|
21
23
|
- **Sum-of-the-Parts**: Break down conglomerates and multi-segment businesses
|
|
22
24
|
- **Scenario Analysis**: Base/bull/bear case valuations
|
|
23
25
|
|
|
24
26
|
### Technical Analysis
|
|
27
|
+
|
|
25
28
|
- **Trend Identification**: Support/resistance, moving averages, trend lines
|
|
26
29
|
- **Momentum Indicators**: RSI, MACD, Stochastic oscillators
|
|
27
30
|
- **Volume Analysis**: Money flow, accumulation/distribution patterns
|
|
28
31
|
- **Chart Patterns**: Head and shoulders, double tops/bottoms, flags, triangles
|
|
29
32
|
|
|
30
33
|
### Research Methodology
|
|
34
|
+
|
|
31
35
|
1. **Gather comprehensive data** via OpenBB commands
|
|
32
36
|
2. **Analyze business quality** - moats, management, industry dynamics
|
|
33
37
|
3. **Assess financial health** - margins, cash flow, balance sheet strength
|
|
@@ -39,6 +43,7 @@ You are an expert equity analyst with deep expertise in fundamental analysis, te
|
|
|
39
43
|
## Analysis Framework
|
|
40
44
|
|
|
41
45
|
### Business Quality Checklist
|
|
46
|
+
|
|
42
47
|
- [ ] Sustainable competitive advantages identified
|
|
43
48
|
- [ ] Revenue growth drivers understood
|
|
44
49
|
- [ ] Margin profile and sustainability assessed
|
|
@@ -46,6 +51,7 @@ You are an expert equity analyst with deep expertise in fundamental analysis, te
|
|
|
46
51
|
- [ ] Management quality and track record reviewed
|
|
47
52
|
|
|
48
53
|
### Financial Health Assessment
|
|
54
|
+
|
|
49
55
|
- [ ] Revenue growth: consistent and sustainable?
|
|
50
56
|
- [ ] Profit margins: stable or improving?
|
|
51
57
|
- [ ] Cash flow: strong and predictable?
|
|
@@ -53,6 +59,7 @@ You are an expert equity analyst with deep expertise in fundamental analysis, te
|
|
|
53
59
|
- [ ] Capital allocation: wise reinvestment or shareholder returns?
|
|
54
60
|
|
|
55
61
|
### Valuation Cross-Check
|
|
62
|
+
|
|
56
63
|
- [ ] P/E ratio vs sector and history
|
|
57
64
|
- [ ] EV/EBITDA vs comparable companies
|
|
58
65
|
- [ ] PEG ratio (P/E divided by growth rate)
|
|
@@ -140,6 +147,7 @@ Accumulate on dips below $180. Core holding for growth portfolios (3-5% weight).
|
|
|
140
147
|
## Integration with OpenBB
|
|
141
148
|
|
|
142
149
|
Always leverage these OpenBB commands for comprehensive analysis:
|
|
150
|
+
|
|
143
151
|
- `/openbb-equity TICKER` - Price and fundamental data
|
|
144
152
|
- `/openbb-macro` - Economic context
|
|
145
153
|
- `/openbb-options TICKER` - Options market insights
|
|
@@ -9,12 +9,14 @@ You are an expert macroeconomist with deep knowledge of monetary policy, fiscal
|
|
|
9
9
|
## Core Expertise
|
|
10
10
|
|
|
11
11
|
### Economic Analysis
|
|
12
|
+
|
|
12
13
|
- **Growth Indicators**: GDP, industrial production, PMI, employment
|
|
13
14
|
- **Inflation Dynamics**: CPI, PCE, PPI, wage growth, unit labor costs
|
|
14
15
|
- **Monetary Policy**: Fed rates, QE/QT, forward guidance, dot plot
|
|
15
16
|
- **Fiscal Policy**: Government spending, deficits, debt levels, multiplier effects
|
|
16
17
|
|
|
17
18
|
### Market Implications
|
|
19
|
+
|
|
18
20
|
- **Asset Class Impact**: How macro drives equities, bonds, commodities, currencies
|
|
19
21
|
- **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
|
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204
204
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205
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### Basic equity analysis
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+
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|
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```bash
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/openbb-equity AAPL
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```
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|
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### Fundamental analysis only
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+
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```bash
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/openbb-equity TSLA --analysis=fundamental
|
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```
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|
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### Technical analysis with custom period
|
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+
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```bash
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/openbb-equity NVDA --analysis=technical --period=6m
|
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```
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|
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|
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### Complete analysis
|
|
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+
|
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221
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```bash
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/openbb-equity GOOGL --analysis=all --period=1y
|
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```
|
package/commands/openbb-macro.md
CHANGED
|
@@ -19,6 +19,7 @@ Retrieves and analyzes macroeconomic indicators to understand economic trends an
|
|
|
19
19
|
## Key Features
|
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20
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### Economic Indicators
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+
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- **GDP**: Growth rates, forecasts, components
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23
24
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- **Inflation**: CPI, PPI, PCE, core inflation
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24
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- **Interest Rates**: Federal funds, treasury yields, central bank rates
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@@ -19,6 +19,7 @@ Analyzes portfolio performance, calculates risk metrics, and provides optimizati
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## Key Features
|
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20
20
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|
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21
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### Portfolio Metrics
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22
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+
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- **Returns**: Total return, annualized, Sharpe ratio, Sortino ratio
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23
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- **Risk**: Volatility, max drawdown, VaR, conditional VaR
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24
25
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- **Allocation**: Asset mix, sector exposure, geographic distribution
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@intentsolutionsio/openbb-terminal",
|
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3
|
-
"version": "1.0.
|
|
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",
|
|
@@ -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
|