@intentsolutionsio/openbb-terminal 1.0.0 → 1.0.6

package/README.md

@@ -9,6 +9,7 @@
 Transform Claude Code into a powerful investment research terminal using OpenBB's open-source financial data platform.
 
 **Features**:
+
 - 📈 **Equity Analysis** - Stocks, fundamentals, technicals, analyst ratings
 - 💰 **Crypto Analysis** - On-chain metrics, DeFi, whale tracking, sentiment
 - 🌍 **Macro Economics** - GDP, inflation, rates, employment data
@@ -84,6 +85,7 @@ pip install openbb[yfinance]  # Just Yahoo Finance
 ### Why Free Data Providers?
 
 **Benefits:**
+
 - **Zero Cost:** No subscription fees or API charges
 - **Professional Quality:** Same data hedge funds use
 - **No Rate Limits:** (with Yahoo Finance and FRED)
@@ -91,6 +93,7 @@ pip install openbb[yfinance]  # Just Yahoo Finance
 - **Global Coverage:** 50K+ stocks, 10K+ cryptos, 180+ countries
 
 **Free Provider Ecosystem:**
+
 - **Yahoo Finance** - Stocks, ETFs, indices, historical data
 - **Alpha Vantage** - Fundamentals, technicals, forex (500 calls/day free)
 - **FRED (Federal Reserve)** - 817K economic time series
@@ -124,7 +127,7 @@ from openbb import obb
 obb.user.credentials.alpha_vantage_api_key = "YOUR_FREE_KEY"
 
 # FRED (FREE, unlimited)
-# Get free key at: https://fred.stlouisfed.org/docs/api/api_key.html
+# Get free key at: /api_key.html
 obb.user.credentials.fred_api_key = "YOUR_FREE_KEY"
 
 # Save configuration
@@ -168,6 +171,7 @@ options_chains = obb.derivatives.options.chains(
 #### Premium Approach (Paid)
 
 **Annual Subscriptions:**
+
 - Bloomberg Terminal: $24,000/year
 - Refinitiv Eikon: $12,000/year
 - FactSet: $12,000/year
@@ -178,6 +182,7 @@ options_chains = obb.derivatives.options.chains(
 #### Free Approach (This Plugin)
 
 **Annual Subscriptions:**
+
 - Yahoo Finance: $0
 - Alpha Vantage (free tier): $0
 - FRED: $0
@@ -283,22 +288,26 @@ unemployment = obb.economy.unemployment(country="US", provider="fred")
 ### Free Tier Limitations
 
 **Alpha Vantage Free Tier:**
+
 - 500 API calls/day (enough for most users)
 - 5 API calls/minute
 - Solution: Cache data locally
 
 **Yahoo Finance:**
+
 - No official rate limits (generous)
 - 15-minute delay on real-time data
 - Solution: Perfect for investors (not day traders)
 
 **CoinGecko:**
+
 - 10-50 calls/minute (free)
 - Solution: More than enough for crypto analysis
 
 ### When Free Data Is NOT Enough
 
 **Use paid providers if:**
+
 - You're a day trader (need real-time data)
 - You trade options actively (need instant chains)
 - You need proprietary alternative data
@@ -330,7 +339,7 @@ critical_data = obb.equity.price.historical(
 
 - **Yahoo Finance:** [finance.yahoo.com](https://finance.yahoo.com) (FREE forever)
 - **Alpha Vantage:** [alphavantage.co](https://www.alphavantage.co) (FREE tier)
-- **FRED API:** [fred.stlouisfed.org/docs/api](https://fred.stlouisfed.org/docs/api) (FREE)
+- **FRED API:** fred.stlouisfed.org/docs/api (FREE)
 - **CoinGecko:** [coingecko.com/api](https://www.coingecko.com/api) (FREE tier)
 - **OpenBB Docs:** [docs.openbb.co](https://docs.openbb.co/platform)
 
@@ -358,6 +367,7 @@ critical_data = obb.equity.price.historical(
 #### 1. Alpha Vantage (Fundamentals & Technicals)
 
 **FREE TIER REALITY:**
+
 - ❌ **NOT 500/day** (that's outdated info from 2018)
 - ✅ **Actually 25 API calls/day** (since 2022)
 - ✅ **5 calls/minute max**
@@ -365,12 +375,14 @@ critical_data = obb.equity.price.historical(
 - ✅ **Single IP per API key**
 
 **Registration Steps:**
+
 1. Go to: https://www.alphavantage.co/support/#api-key
 2. Enter email (no verification link, instant key)
 3. Copy API key (starts with uppercase letters)
 4. Add to OpenBB: `obb.user.credentials.alpha_vantage_api_key = "KEY"`
 
 **Agent Strategy for 25/day Limit:**
+
 ```python
 # Strategy 1: Cache aggressively (24-hour TTL)
 from functools import lru_cache
@@ -403,17 +415,20 @@ def get_stock_data(symbol):
 ```
 
 **When You Hit the Limit:**
+
 - Error: `"Thank you for using Alpha Vantage! Our standard API call frequency is 5 calls per minute and 25 calls per day."`
 - Wait time: 24 hours until reset (resets at midnight UTC)
 - Workaround: Use Yahoo Finance for price data, only use Alpha Vantage for fundamentals
 
 **Upgrade Path:**
+
 - $49.99/month: 75 calls/minute, 100K calls/month
 - Probably not worth it - use Yahoo Finance instead
 
 #### 2. Yahoo Finance (Stock Quotes & Historical Data)
 
 **FREE TIER REALITY:**
+
 - ✅ **~2,000 requests/hour** (undocumented soft limit)
 - ✅ **~100 requests/minute**
 - ✅ **No registration** (truly anonymous)
@@ -421,6 +436,7 @@ def get_stock_data(symbol):
 - ⚠️ **IP tracking** (can get soft-banned for aggressive scraping)
 
 **How It Actually Works:**
+
 ```python
 # Yahoo Finance doesn't have "official" API
 # Uses yfinance library which scrapes website
@@ -433,6 +449,7 @@ hist = ticker.history(period="1y")  # FREE, unlimited (sort of)
 ```
 
 **Agent Strategy for IP-Based Limits:**
+
 ```python
 # Strategy 1: Respect rate limits (self-impose)
 import time
@@ -482,6 +499,7 @@ def get_cached_data(symbol, cache_hours=6):
 ```
 
 **When You Get Soft-Banned:**
+
 - Symptom: Empty DataFrames or 404 errors
 - Duration: Usually 1 hour
 - Workaround: Use residential proxy or wait
@@ -490,6 +508,7 @@ def get_cached_data(symbol, cache_hours=6):
 #### 3. SEC EDGAR (Company Filings)
 
 **FREE TIER REALITY:**
+
 - ✅ **Unlimited requests** (government data, public domain)
 - ⚠️ **10 requests/second limit** (hard limit since 2021)
 - ⚠️ **User-Agent header REQUIRED** (must include email or get 403)
@@ -519,6 +538,7 @@ response = requests.get(
 ```
 
 **Agent Strategy for 10/sec Limit:**
+
 ```python
 import time
 from collections import deque
@@ -550,17 +570,20 @@ filings = edgar.make_request(
 #### 4. CoinGecko (Cryptocurrency Data)
 
 **FREE TIER REALITY:**
+
 - ✅ **Unlimited requests/day** (generous free tier)
 - ⚠️ **50 calls/minute** (soft limit)
 - ✅ **No registration** (optional for higher limits)
 - ✅ **No API key** (optional)
 
 **With Free API Key (Optional):**
+
 - 30-50 calls/minute (still free)
 - More stable rate limits
 - Get key at: https://www.coingecko.com/en/api
 
 **Agent Strategy:**
+
 ```python
 # CoinGecko is actually generous - just add small delay
 import time
@@ -668,6 +691,7 @@ Complete equity analysis with fundamentals, technicals, and AI insights.
 ```
 
 **Provides**:
+
 - Historical price data (OHLCV)
 - Company fundamentals (P/E, EPS, ROE, margins)
 - Analyst ratings and price targets
@@ -695,6 +719,7 @@ Comprehensive crypto market analysis with on-chain data.
 ```
 
 **Provides**:
+
 - Real-time price and volume data
 - On-chain metrics (active addresses, hash rate, holders)
 - DeFi analytics (TVL, staking, protocols)
@@ -720,6 +745,7 @@ Global economic indicators and market implications.
 ```
 
 **Provides**:
+
 - GDP growth rates and forecasts
 - Inflation metrics (CPI, PPI, PCE)
 - Interest rates and central bank policy
@@ -744,6 +770,7 @@ Performance tracking, risk analysis, and optimization.
 ```
 
 **Provides**:
+
 - Total return and performance metrics
 - Risk analysis (volatility, Sharpe, max drawdown)
 - Asset allocation breakdown
@@ -771,6 +798,7 @@ Options chains, Greeks, and strategy analysis.
 ```
 
 **Provides**:
+
 - Call/put options chains
 - Greeks (Delta, Gamma, Theta, Vega)
 - Implied volatility analysis
@@ -798,6 +826,7 @@ Comprehensive AI-powered research reports.
 ```
 
 **Generates**:
+
 - Executive summary
 - Investment thesis
 - Financial analysis
@@ -815,6 +844,7 @@ Comprehensive AI-powered research reports.
 Expert stock analyst specializing in fundamental and technical analysis.
 
 **Expertise**:
+
 - Financial statement analysis
 - DCF and relative valuation models
 - Technical indicators and chart patterns
@@ -830,6 +860,7 @@ Expert stock analyst specializing in fundamental and technical analysis.
 Cryptocurrency and digital asset specialist.
 
 **Expertise**:
+
 - On-chain analysis (network metrics, whale tracking)
 - Tokenomics evaluation
 - DeFi protocol assessment
@@ -845,6 +876,7 @@ Cryptocurrency and digital asset specialist.
 Portfolio construction and risk management expert.
 
 **Expertise**:
+
 - Asset allocation optimization
 - Risk-adjusted return maximization
 - Rebalancing strategies
@@ -860,6 +892,7 @@ Portfolio construction and risk management expert.
 Macroeconomic analysis and policy expert.
 
 **Expertise**:
+
 - Business cycle analysis
 - Central bank policy interpretation
 - Inflation and growth dynamics
@@ -971,6 +1004,7 @@ obb.user.save()
 ### Data Providers
 
 OpenBB supports 100+ data providers:
+
 - **Free**: Yahoo Finance, Alpha Vantage (limited)
 - **Freemium**: Polygon, FMP, Intrinio
 - **Premium**: Bloomberg, Refinitiv, FactSet
@@ -982,24 +1016,28 @@ See [OpenBB docs](https://docs.openbb.co/platform/reference) for full list.
 ## 📊 Data Coverage
 
 ### Equity Data
+
 - **Stocks**: 50,000+ global equities
 - **Indices**: S&P 500, Nasdaq, Dow, international indices
 - **ETFs**: 3,000+ ETFs and sector funds
 - **Historical**: Up to 20+ years of data
 
 ### Cryptocurrency
+
 - **Assets**: 10,000+ cryptocurrencies
 - **Exchanges**: Binance, Coinbase, Kraken, 20+ more
 - **DeFi**: 1,000+ protocols on Ethereum, BSC, Polygon
 - **On-Chain**: BTC, ETH, and major L1s
 
 ### Macroeconomic
+
 - **Countries**: 180+ countries
 - **Indicators**: 200+ economic data series
 - **Central Banks**: Fed, ECB, BOJ, BOE, PBOC
 - **Frequency**: Daily, monthly, quarterly
 
 ### Options
+
 - **Equities**: All optionable US stocks
 - **Indices**: SPX, NDX, RUT
 - **ETFs**: SPY, QQQ, IWM, sector ETFs
@@ -1010,24 +1048,28 @@ See [OpenBB docs](https://docs.openbb.co/platform/reference) for full list.
 ## 🎯 Use Cases
 
 ### For Individual Investors
+
 - **Stock Screening**: Find undervalued stocks with `/openbb-equity`
 - **Crypto Trading**: Track market sentiment with `/openbb-crypto`
 - **Portfolio Tracking**: Monitor performance with `/openbb-portfolio`
 - **Options Income**: Generate income with `/openbb-options`
 
 ### For Financial Analysts
+
 - **Research Reports**: Auto-generate with `/openbb-research`
 - **Earnings Analysis**: Deep-dive fundamentals
 - **Macro Forecasting**: Economic scenario planning
 - **Comp Analysis**: Compare valuation multiples
 
 ### For Quants
+
 - **Factor Analysis**: Extract data for backtests
 - **Risk Modeling**: Calculate portfolio VaR
 - **Algo Development**: API integration for strategies
 - **Performance Attribution**: Decompose returns
 
 ### For Portfolio Managers
+
 - **Asset Allocation**: Optimize with `/openbb-portfolio`
 - **Rebalancing**: Systematic rebalance triggers
 - **Risk Management**: Monitor drawdowns
@@ -1066,7 +1108,7 @@ See [OpenBB docs](https://docs.openbb.co/platform/reference) for full list.
 
 Create custom research pipelines:
 
-```python
+```text
 # Multi-stock comparison
 for ticker in ["AAPL", "MSFT", "GOOGL"]:
     /openbb-equity {ticker} --analysis=all
@@ -1108,7 +1150,7 @@ if inflation_yoy > 4.0:
 
 - **OpenBB Platform Docs**: https://docs.openbb.co/platform
 - **API Reference**: https://docs.openbb.co/platform/reference
-- **Data Providers**: https://docs.openbb.co/platform/data_providers
+- **Data Providers**:
 - **GitHub**: https://github.com/OpenBB-finance/OpenBB
 
 ---

package/agents/crypto-analyst.md

@@ -1,27 +1,56 @@
 ---
 name: crypto-analyst
-description: >
-  Expert cryptocurrency analyst specializing in on-chain analysis,
-  tokenomics,...
+description: Expert cryptocurrency analyst specializing in on-chain analysis, tokenomics,...
+tools:
+- Read
+- Write
+- Edit
+- Bash
+- Glob
+- Grep
+- WebFetch
+- WebSearch
+- Task
+- TodoWrite
 model: sonnet
+color: yellow
+version: 1.0.0
+author: Jeremy Longshore <jeremy@intentsolutions.io>
+tags:
+- business-tools
+- crypto
+- analyst
+disallowedTools: []
+skills: []
+background: false
+# ── upgrade levers — uncomment + set when tuning this agent ──
+# effort: high            # reasoning depth: low/medium/high/xhigh/max (omit = inherit session)
+# maxTurns: 50            # cap the agentic loop (omit = engine default)
+# memory: project         # persistent scope: user/project/local (omit = ephemeral)
+# isolation: worktree     # run in an isolated git worktree
+# initialPrompt: "…"      # seed the agent's first turn
+# hooks / mcpServers / permissionMode → set at the PLUGIN level, not on a plugin agent
 ---
 You are an expert cryptocurrency and digital asset analyst with deep knowledge of blockchain technology, tokenomics, DeFi protocols, and crypto market dynamics.
 
 ## Core Expertise
 
 ### On-Chain Analysis
+
 - **Network Metrics**: Active addresses, transaction count/volume, hash rate
 - **Holder Behavior**: Long-term holder supply, exchange flows, whale movements
 - **DeFi Analytics**: TVL trends, protocol revenue, token unlocks
 - **Market Structure**: Order book depth, funding rates, basis spreads
 
 ### Tokenomics Evaluation
+
 - **Supply Dynamics**: Max supply, emission schedule, burn mechanisms
 - **Utility Assessment**: Use cases, value accrual, staking mechanisms
 - **Governance**: Voting power distribution, DAO treasury management
 - **Competitive Moats**: Network effects, switching costs, ecosystem lock-in
 
 ### Technical Analysis (Crypto-Specific)
+
 - **Trend Analysis**: Bull/bear market cycles, halving impacts
 - **Momentum**: RSI, MACD adapted for 24/7 markets
 - **Volume Profile**: Spot vs derivatives, exchange-specific patterns
@@ -30,6 +59,7 @@ You are an expert cryptocurrency and digital asset analyst with deep knowledge o
 ## Analysis Framework
 
 ### Layer 1 Blockchain Assessment
+
 ```
 Technology Stack:
 - Consensus mechanism (PoW, PoS, etc.)
@@ -49,6 +79,7 @@ Ecosystem Health:
 ```
 
 ### DeFi Protocol Evaluation
+
 ```
 Protocol Metrics:
 - Total Value Locked (TVL)
@@ -96,12 +127,14 @@ Competitive Position:
 ## Market Analysis Approach
 
 ### Bull Case Identification
+
 - Network adoption accelerating
 - Institutional interest growing
 - Technical breakouts confirmed
 - On-chain metrics bullish (long-term holders accumulating)
 
 ### Bear Case Recognition
+
 - Exchange inflows increasing (selling pressure)
 - Funding rates extremely positive (overleveraged longs)
 - Regulatory crackdowns

package/agents/equity-analyst.md

@@ -1,33 +1,63 @@
 ---
 name: equity-analyst
-description: >
-  Expert equity analyst specializing in stock analysis, valuation,
-  financial...
+description: Expert equity analyst specializing in stock analysis, valuation, financial...
+tools:
+- Read
+- Write
+- Edit
+- Bash
+- Glob
+- Grep
+- WebFetch
+- WebSearch
+- Task
+- TodoWrite
 model: sonnet
+color: green
+version: 1.0.0
+author: Jeremy Longshore <jeremy@intentsolutions.io>
+tags:
+- business-tools
+- equity
+- analyst
+disallowedTools: []
+skills: []
+background: false
+# ── upgrade levers — uncomment + set when tuning this agent ──
+# effort: high            # reasoning depth: low/medium/high/xhigh/max (omit = inherit session)
+# maxTurns: 50            # cap the agentic loop (omit = engine default)
+# memory: project         # persistent scope: user/project/local (omit = ephemeral)
+# isolation: worktree     # run in an isolated git worktree
+# initialPrompt: "…"      # seed the agent's first turn
+# hooks / mcpServers / permissionMode → set at the PLUGIN level, not on a plugin agent
 ---
 You are an expert equity analyst with deep expertise in fundamental analysis, technical analysis, and valuation methodologies. You leverage OpenBB Platform data to provide institutional-quality investment research.
 
 ## Core Capabilities
 
 ### Fundamental Analysis
+
 - **Financial Statement Analysis**: Deep dive into income statements, balance sheets, cash flow statements
 - **Ratio Analysis**: Profitability, liquidity, solvency, efficiency ratios
 - **Quality Assessment**: ROIC, ROE, FCF generation, economic moats
 - **Competitive Positioning**: Market share, pricing power, competitive advantages
 
 ### Valuation Expertise
+
 - **DCF Models**: Build discounted cash flow models with defensible assumptions
 - **Relative Valuation**: P/E, EV/EBITDA, PEG, P/B comparisons to peers and historical ranges
 - **Sum-of-the-Parts**: Break down conglomerates and multi-segment businesses
 - **Scenario Analysis**: Base/bull/bear case valuations
 
 ### Technical Analysis
+
 - **Trend Identification**: Support/resistance, moving averages, trend lines
 - **Momentum Indicators**: RSI, MACD, Stochastic oscillators
 - **Volume Analysis**: Money flow, accumulation/distribution patterns
 - **Chart Patterns**: Head and shoulders, double tops/bottoms, flags, triangles
 
 ### Research Methodology
+
 1. **Gather comprehensive data** via OpenBB commands
 2. **Analyze business quality** - moats, management, industry dynamics
 3. **Assess financial health** - margins, cash flow, balance sheet strength
@@ -39,6 +69,7 @@ You are an expert equity analyst with deep expertise in fundamental analysis, te
 ## Analysis Framework
 
 ### Business Quality Checklist
+
 - [ ] Sustainable competitive advantages identified
 - [ ] Revenue growth drivers understood
 - [ ] Margin profile and sustainability assessed
@@ -46,6 +77,7 @@ You are an expert equity analyst with deep expertise in fundamental analysis, te
 - [ ] Management quality and track record reviewed
 
 ### Financial Health Assessment
+
 - [ ] Revenue growth: consistent and sustainable?
 - [ ] Profit margins: stable or improving?
 - [ ] Cash flow: strong and predictable?
@@ -53,6 +85,7 @@ You are an expert equity analyst with deep expertise in fundamental analysis, te
 - [ ] Capital allocation: wise reinvestment or shareholder returns?
 
 ### Valuation Cross-Check
+
 - [ ] P/E ratio vs sector and history
 - [ ] EV/EBITDA vs comparable companies
 - [ ] PEG ratio (P/E divided by growth rate)
@@ -140,6 +173,7 @@ Accumulate on dips below $180. Core holding for growth portfolios (3-5% weight).
 ## Integration with OpenBB
 
 Always leverage these OpenBB commands for comprehensive analysis:
+
 - `/openbb-equity TICKER` - Price and fundamental data
 - `/openbb-macro` - Economic context
 - `/openbb-options TICKER` - Options market insights

package/agents/macro-economist.md

@@ -1,20 +1,49 @@
 ---
 name: macro-economist
-description: >
-  Expert macroeconomist specializing in economic analysis, central bank...
+description: Expert macroeconomist specializing in economic analysis, central bank...
+tools:
+- Read
+- Write
+- Edit
+- Bash
+- Glob
+- Grep
+- WebFetch
+- WebSearch
+- Task
+- TodoWrite
 model: sonnet
+color: pink
+version: 1.0.0
+author: Jeremy Longshore <jeremy@intentsolutions.io>
+tags:
+- business-tools
+- macro
+- economist
+disallowedTools: []
+skills: []
+background: false
+# ── upgrade levers — uncomment + set when tuning this agent ──
+# effort: high            # reasoning depth: low/medium/high/xhigh/max (omit = inherit session)
+# maxTurns: 50            # cap the agentic loop (omit = engine default)
+# memory: project         # persistent scope: user/project/local (omit = ephemeral)
+# isolation: worktree     # run in an isolated git worktree
+# initialPrompt: "…"      # seed the agent's first turn
+# hooks / mcpServers / permissionMode → set at the PLUGIN level, not on a plugin agent
 ---
 You are an expert macroeconomist with deep knowledge of monetary policy, fiscal policy, business cycles, and their impact on financial markets.
 
 ## Core Expertise
 
 ### Economic Analysis
+
 - **Growth Indicators**: GDP, industrial production, PMI, employment
 - **Inflation Dynamics**: CPI, PCE, PPI, wage growth, unit labor costs
 - **Monetary Policy**: Fed rates, QE/QT, forward guidance, dot plot
 - **Fiscal Policy**: Government spending, deficits, debt levels, multiplier effects
 
 ### Market Implications
+
 - **Asset Class Impact**: How macro drives equities, bonds, commodities, currencies
 - **Sector Rotation**: Which sectors benefit in each macro regime
 - **Regional Analysis**: Developed vs emerging markets, currency impacts
@@ -25,24 +54,28 @@ You are an expert macroeconomist with deep knowledge of monetary policy, fiscal
 ### Business Cycle Phases
 
 **Early Cycle** (Recovery)
+
 - Indicators: GDP accelerating, unemployment falling
 - Fed Policy: Accommodative, low rates
 - Market Impact: Stocks up, bonds flat, commodities up
 - Best Sectors: Cyclicals, financials, industrials
 
 **Mid Cycle** (Expansion)
+
 - Indicators: GDP stable growth, low unemployment
 - Fed Policy: Gradual tightening
 - Market Impact: Stocks grind higher, bonds weak
 - Best Sectors: Technology, consumer discretionary
 
 **Late Cycle** (Overheating)
+
 - Indicators: Inflation rising, tight labor market
 - Fed Policy: Hawkish, raising rates
 - Market Impact: Volatility spikes, rotation to defensives
 - Best Sectors: Energy, materials, late-cycle value
 
 **Recession**
+
 - Indicators: Negative GDP, rising unemployment
 - Fed Policy: Cutting rates, QE possible
 - Market Impact: Stocks down, bonds up, flight to safety
@@ -100,6 +133,7 @@ Recovery Indicators:
 ## Investment Strategy by Regime
 
 ### Stagflation (High Inflation + Slow Growth)
+
 ```
 Asset Allocation:
 - Underweight: Long-duration bonds, growth stocks
@@ -113,6 +147,7 @@ Rationale:
 ```
 
 ### Goldilocks (Moderate Growth + Low Inflation)
+
 ```
 Asset Allocation:
 - Overweight: Growth stocks, credit
@@ -126,6 +161,7 @@ Rationale:
 ```
 
 ### Deflation (Falling Prices + Recession)
+
 ```
 Asset Allocation:
 - Overweight: Long-duration treasuries, quality stocks
@@ -141,6 +177,7 @@ Rationale:
 ## Policy Analysis
 
 ### Fed Decision Tree
+
 ```
 If Inflation > 3% AND Unemployment < 4%:
 → Hawkish (raise rates, drain liquidity)
@@ -156,6 +193,7 @@ If Inflation ≈ 2% AND Unemployment ≈ 4%:
 ```
 
 ### Geopolitical Risk Assessment
+
 ```
 Monitor:
 - Trade policy (tariffs, sanctions)

package/agents/portfolio-manager.md

@@ -1,27 +1,56 @@
 ---
 name: portfolio-manager
-description: >
-  Expert portfolio manager specializing in asset allocation, risk
-  management,...
+description: Expert portfolio manager specializing in asset allocation, risk management,...
+tools:
+- Read
+- Write
+- Edit
+- Bash
+- Glob
+- Grep
+- WebFetch
+- WebSearch
+- Task
+- TodoWrite
 model: sonnet
+color: blue
+version: 1.0.0
+author: Jeremy Longshore <jeremy@intentsolutions.io>
+tags:
+- business-tools
+- portfolio
+- manager
+disallowedTools: []
+skills: []
+background: false
+# ── upgrade levers — uncomment + set when tuning this agent ──
+# effort: high            # reasoning depth: low/medium/high/xhigh/max (omit = inherit session)
+# maxTurns: 50            # cap the agentic loop (omit = engine default)
+# memory: project         # persistent scope: user/project/local (omit = ephemeral)
+# isolation: worktree     # run in an isolated git worktree
+# initialPrompt: "…"      # seed the agent's first turn
+# hooks / mcpServers / permissionMode → set at the PLUGIN level, not on a plugin agent
 ---
 You are an expert portfolio manager with deep expertise in Modern Portfolio Theory, risk management, and systematic investment strategies.
 
 ## Core Responsibilities
 
 ### Portfolio Construction
+
 - **Asset Allocation**: Strategic (long-term) and tactical (short-term) positioning
 - **Diversification**: Across assets, sectors, geographies, factors
 - **Position Sizing**: Kelly Criterion, risk parity, equal weight strategies
 - **Rebalancing**: Threshold-based, calendar-based, volatility-targeting
 
 ### Risk Management
+
 - **Volatility Targeting**: Maintain consistent portfolio risk level
 - **Drawdown Control**: Maximum acceptable loss limits
 - **Correlation Analysis**: Identify diversification breakdowns
 - **Tail Risk Hedging**: Options, volatility products, safe havens
 
 ### Performance Attribution
+
 - **Return Decomposition**: Asset allocation vs security selection
 - **Factor Exposure**: Value, growth, momentum, quality contributions
 - **Benchmark Analysis**: Active share, tracking error, information ratio
@@ -30,6 +59,7 @@ You are an expert portfolio manager with deep expertise in Modern Portfolio Theo
 ## Portfolio Optimization Framework
 
 ### Strategic Asset Allocation
+
 ```
 1. Define Investment Objectives:
    - Return target: X% annually
@@ -50,6 +80,7 @@ You are an expert portfolio manager with deep expertise in Modern Portfolio Theo
 ```
 
 ### Tactical Adjustments
+
 ```
 Overweight When:
 ✅ Valuations attractive (P/E < historical avg)
@@ -106,18 +137,21 @@ RISK ALERTS:
 ## Decision Framework
 
 ### Buy Triggers
+
 1. **Valuation**: Below intrinsic value by >15%
 2. **Technical**: Breakout above resistance with volume
 3. **Fundamental**: Positive earnings/guidance surprise
 4. **Sentiment**: Contrarian opportunity (fear extreme)
 
 ### Sell Triggers
+
 1. **Valuation**: Above fair value by >30%
 2. **Technical**: Break below stop-loss
 3. **Fundamental**: Thesis broken (deteriorating margins)
 4. **Portfolio**: Rebalance (position > max weight)
 
 ### Position Sizing Formula
+
 ```
 Position Size = (Portfolio Risk Target × Portfolio Value) / (Stock Volatility × Stop Distance)
 
@@ -135,18 +169,21 @@ Example:
 Use these workflows for portfolio management:
 
 1. **Monthly Review**:
+
    ```bash
    /openbb-portfolio --analyze
    /openbb-macro --impact=portfolio
    ```
 
 2. **Rebalancing Analysis**:
+
    ```bash
    /openbb-portfolio --optimize
    /openbb-equity [SYMBOL] # For position analysis
    ```
 
 3. **Risk Check**:
+
    ```bash
    /openbb-portfolio --risk-metrics
    /openbb-options [SYMBOL] --hedge # For tail risk

package/commands/openbb-crypto.md

@@ -284,21 +284,25 @@ print(f"Support:    ${support_1:,.2f} ({((support_1/current_price - 1) * 100):+.
 ## Examples
 
 ### Basic crypto analysis
+
 ```bash
 /openbb-crypto BTC
 ```
 
 ### Ethereum DeFi metrics
+
 ```bash
 /openbb-crypto ETH --metrics=defi
 ```
 
 ### Altcoin vs BTC
+
 ```bash
 /openbb-crypto LINK --vs=BTC --period=90d
 ```
 
 ### Social sentiment check
+
 ```bash
 /openbb-crypto DOGE --metrics=social
 ```

package/commands/openbb-equity.md

@@ -203,21 +203,25 @@ print(f"\n{'='*60}")
 ## Examples
 
 ### Basic equity analysis
+
 ```bash
 /openbb-equity AAPL
 ```
 
 ### Fundamental analysis only
+
 ```bash
 /openbb-equity TSLA --analysis=fundamental
 ```
 
 ### Technical analysis with custom period
+
 ```bash
 /openbb-equity NVDA --analysis=technical --period=6m
 ```
 
 ### Complete analysis
+
 ```bash
 /openbb-equity GOOGL --analysis=all --period=1y
 ```

package/commands/openbb-macro.md

@@ -19,6 +19,7 @@ Retrieves and analyzes macroeconomic indicators to understand economic trends an
 ## Key Features
 
 ### Economic Indicators
+
 - **GDP**: Growth rates, forecasts, components
 - **Inflation**: CPI, PPI, PCE, core inflation
 - **Interest Rates**: Federal funds, treasury yields, central bank rates

package/commands/openbb-options.md

@@ -15,6 +15,7 @@ Options chain analysis, Greeks calculations, and strategy optimization using Ope
 ## Key Features
 
 ### Options Data
+
 - Options chains (calls/puts, all strikes)
 - Greeks (Delta, Gamma, Theta, Vega, Rho)
 - Implied volatility smile/skew

package/commands/openbb-portfolio.md

@@ -19,6 +19,7 @@ Analyzes portfolio performance, calculates risk metrics, and provides optimizati
 ## Key Features
 
 ### Portfolio Metrics
+
 - **Returns**: Total return, annualized, Sharpe ratio, Sortino ratio
 - **Risk**: Volatility, max drawdown, VaR, conditional VaR
 - **Allocation**: Asset mix, sector exposure, geographic distribution

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@intentsolutionsio/openbb-terminal",
-  "version": "1.0.0",
+  "version": "1.0.6",
   "description": "Open-source investment research terminal integration - equity analysis, crypto tracking, macro indicators, portfolio optimization, and AI-powered financial insights using OpenBB Platform",
   "keywords": [
     "finance",

package/skills/skill-adapter/references/README.md

@@ -1,4 +1,3 @@
 # References
 
 Bundled resources for openbb-terminal skill
-

package/skills/skill-adapter/references/examples.md

@@ -7,11 +7,13 @@ This document provides practical examples of how to use this skill effectively.
 ### Example 1: Simple Activation
 
 **User Request:**
+
 ```
 [Describe trigger phrase here]
 ```
 
 **Skill Response:**
+
 1. Analyzes the request
 2. Performs the required action
 3. Returns results
@@ -19,11 +21,13 @@ This document provides practical examples of how to use this skill effectively.
 ### Example 2: Complex Workflow
 
 **User Request:**
+
 ```
 [Describe complex scenario]
 ```
 
 **Workflow:**
+
 1. Step 1: Initial analysis
 2. Step 2: Data processing
 3. Step 3: Result generation
@@ -34,6 +38,7 @@ This document provides practical examples of how to use this skill effectively.
 ### Pattern 1: Chaining Operations
 
 Combine this skill with other tools:
+
 ```
 Step 1: Use this skill for [purpose]
 Step 2: Chain with [other tool]
@@ -43,6 +48,7 @@ Step 3: Finalize with [action]
 ### Pattern 2: Error Handling
 
 If issues occur:
+
 - Check trigger phrase matches
 - Verify context is available
 - Review allowed-tools permissions

package/skills/skill-adapter/scripts/validation.sh

@@ -1,32 +0,0 @@
-#!/bin/bash
-# Skill validation helper
-# Validates skill activation and functionality
-
-set -e
-
-echo "🔍 Validating skill..."
-
-# Check if SKILL.md exists
-if [ ! -f "../SKILL.md" ]; then
-    echo "❌ Error: SKILL.md not found"
-    exit 1
-fi
-
-# Validate frontmatter
-if ! grep -q "^---$" "../SKILL.md"; then
-    echo "❌ Error: No frontmatter found"
-    exit 1
-fi
-
-# Check required fields
-if ! grep -q "^name:" "../SKILL.md"; then
-    echo "❌ Error: Missing 'name' field"
-    exit 1
-fi
-
-if ! grep -q "^description:" "../SKILL.md"; then
-    echo "❌ Error: Missing 'description' field"
-    exit 1
-fi
-
-echo "✅ Skill validation passed"