@intentsolutionsio/openbb-terminal 1.0.0

package/commands/openbb-options.md

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+---
+name: openbb-options
+description: Options analysis using OpenBB - chain data, Greeks, implied volatility,...
+---
+# OpenBB Options Analysis
+
+Options chain analysis, Greeks calculations, and strategy optimization using OpenBB Platform.
+
+## Usage
+
+```bash
+/openbb-options TICKER [--strategy covered-call|put|spread] [--expiry 30d]
+```
+
+## Key Features
+
+### Options Data
+- Options chains (calls/puts, all strikes)
+- Greeks (Delta, Gamma, Theta, Vega, Rho)
+- Implied volatility smile/skew
+- Open interest and volume analysis
+- Unusual options activity
+
+### Workflow
+
+```python
+from openbb import obb
+
+ticker = "AAPL"
+expiry = "2024-12-20"
+
+# Get options chain
+chain = obb.derivatives.options.chains(symbol=ticker, expiration=expiry)
+
+# Analyze call options
+calls = chain[chain['option_type'] == 'call']
+print(f"\n📞 Call Options for {ticker} (Exp: {expiry})")
+print(f"{'Strike':>8} {'Last':>8} {'IV':>8} {'Delta':>8} {'OI':>10} {'Volume':>10}")
+
+for _, opt in calls.iterrows():
+    print(f"${opt['strike']:>7.2f} ${opt['last']:>7.2f} {opt['iv']:>7.1f}% "
+          f"{opt['delta']:>7.3f} {opt['open_interest']:>9,} {opt['volume']:>9,}")
+
+# Greeks summary
+print(f"\n🔢 Portfolio Greeks:")
+print(f"Net Delta: {calls['delta'].sum():.2f}")
+print(f"Net Gamma: {calls['gamma'].sum():.4f}")
+print(f"Net Theta: {calls['theta'].sum():.2f} (daily decay)")
+print(f"Net Vega: {calls['vega'].sum():.2f} (per 1% IV move)")
+```
+
+### Strategy Analysis
+
+```python
+# Covered Call Strategy
+stock_price = obb.equity.price.quote(symbol=ticker).price
+strike = stock_price * 1.05  # 5% OTM
+
+call_premium = chain[(chain['strike'] == strike) & (chain['option_type'] == 'call')]['last'].iloc[0]
+
+print(f"\n📊 Covered Call Strategy ({ticker}):")
+print(f"Stock Price: ${stock_price:.2f}")
+print(f"Sell Call: ${strike:.2f} strike")
+print(f"Premium: ${call_premium:.2f}")
+print(f"Max Profit: ${(strike - stock_price + call_premium):.2f} ({((strike - stock_price + call_premium) / stock_price * 100):.1f}%)")
+print(f"Breakeven: ${(stock_price - call_premium):.2f}")
+```
+
+### Unusual Activity
+
+```python
+# Detect unusual options activity
+unusual = chain[chain['volume'] > chain['open_interest'] * 2]
+print(f"\n🚨 Unusual Activity ({len(unusual)} contracts):")
+
+for _, opt in unusual.head(5).iterrows():
+    print(f"{opt['option_type'].upper()} ${opt['strike']:.2f} - "
+          f"Vol: {opt['volume']:,} (OI: {opt['open_interest']:,})")
+```
+
+## Examples
+
+```bash
+/openbb-options SPY --strategy=covered-call
+/openbb-options TSLA --expiry=14d
+/openbb-options NVDA --unusual-activity
+```

package/commands/openbb-portfolio.md

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+---
+name: openbb-portfolio
+description: Portfolio analysis and optimization using OpenBB - performance tracking,...
+---
+# OpenBB Portfolio Analysis
+
+Comprehensive portfolio management and optimization using OpenBB Platform.
+
+## Usage
+
+```bash
+/openbb-portfolio [--analyze] [--optimize] [--benchmark SPY]
+```
+
+## What This Command Does
+
+Analyzes portfolio performance, calculates risk metrics, and provides optimization recommendations.
+
+## 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
+- **Performance Attribution**: Contribution analysis by position
+
+### Workflow
+
+```python
+from openbb import obb
+import pandas as pd
+
+# Define portfolio (can load from file or define inline)
+portfolio = {
+    "AAPL": {"shares": 50, "cost_basis": 150.00},
+    "MSFT": {"shares": 30, "cost_basis": 300.00},
+    "GOOGL": {"shares": 20, "cost_basis": 2500.00},
+    "BTC-USD": {"shares": 0.5, "cost_basis": 45000.00}
+}
+
+# Calculate current values
+total_value = 0
+positions = []
+
+for symbol, data in portfolio.items():
+    current_price = obb.equity.price.quote(symbol=symbol).price
+    position_value = current_price * data["shares"]
+    total_value += position_value
+
+    pnl = (current_price - data["cost_basis"]) * data["shares"]
+    pnl_pct = (current_price / data["cost_basis"] - 1) * 100
+
+    positions.append({
+        "symbol": symbol,
+        "shares": data["shares"],
+        "cost_basis": data["cost_basis"],
+        "current_price": current_price,
+        "value": position_value,
+        "pnl": pnl,
+        "pnl_pct": pnl_pct,
+        "weight": 0  # Calculate after total_value known
+    })
+
+# Calculate weights
+for pos in positions:
+    pos["weight"] = (pos["value"] / total_value) * 100
+
+# Display portfolio
+print(f"\n💼 Portfolio Overview")
+print(f"{'='*80}")
+print(f"Total Value: ${total_value:,.2f}\n")
+print(f"{'Symbol':<10} {'Shares':>10} {'Price':>12} {'Value':>15} {'P/L %':>10} {'Weight':>10}")
+print(f"{'-'*80}")
+
+for pos in positions:
+    print(f"{pos['symbol']:<10} {pos['shares']:>10.2f} ${pos['current_price']:>11.2f} "
+          f"${pos['value']:>14.2f} {pos['pnl_pct']:>9.1f}% {pos['weight']:>9.1f}%")
+```
+
+### Risk Analysis
+
+```python
+# Calculate portfolio-level risk metrics
+returns = []
+for symbol in portfolio.keys():
+    hist = obb.equity.price.historical(symbol=symbol, period="1y")
+    returns.append(hist.to_dataframe()['close'].pct_change())
+
+portfolio_returns = pd.concat(returns, axis=1).mean(axis=1)
+portfolio_vol = portfolio_returns.std() * (252 ** 0.5) * 100  # Annualized
+
+# Sharpe Ratio (assuming 4% risk-free rate)
+risk_free_rate = 0.04
+sharpe = (portfolio_returns.mean() * 252 - risk_free_rate) / (portfolio_returns.std() * (252 ** 0.5))
+
+# Max Drawdown
+cumulative = (1 + portfolio_returns).cumprod()
+running_max = cumulative.expanding().max()
+drawdown = (cumulative - running_max) / running_max
+max_dd = drawdown.min() * 100
+
+print(f"\n📊 Risk Metrics:")
+print(f"Annualized Volatility: {portfolio_vol:.2f}%")
+print(f"Sharpe Ratio: {sharpe:.2f}")
+print(f"Max Drawdown: {max_dd:.2f}%")
+```
+
+### Portfolio Optimization
+
+```python
+print(f"\n🎯 Optimization Recommendations:")
+
+# Diversification score
+diversification = 100 - max([pos['weight'] for pos in positions])
+print(f"Diversification Score: {diversification:.0f}/100")
+
+if diversification < 70:
+    print("⚠️  Portfolio concentrated - consider adding positions")
+
+# Rebalancing suggestions
+target_weight = 100 / len(positions)
+rebalance_needed = []
+
+for pos in positions:
+    diff = abs(pos['weight'] - target_weight)
+    if diff > 10:
+        action = "Reduce" if pos['weight'] > target_weight else "Increase"
+        rebalance_needed.append(f"{action} {pos['symbol']}: {pos['weight']:.1f}% → {target_weight:.1f}%")
+
+if rebalance_needed:
+    print(f"\n🔄 Rebalancing Suggestions:")
+    for suggestion in rebalance_needed:
+        print(f"  • {suggestion}")
+```
+
+## Examples
+
+```bash
+# Analyze current portfolio
+/openbb-portfolio --analyze
+
+# Optimize allocation
+/openbb-portfolio --optimize
+
+# Compare to SPY benchmark
+/openbb-portfolio --benchmark=SPY
+```
+
+## Integration
+
+- Import positions from CSV/Excel
+- Export reports to PDF
+- Sync with brokerage accounts (via supported integrations)
+- Tax-loss harvesting analysis

package/commands/openbb-research.md

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+---
+name: openbb-research
+description: AI-powered investment research using OpenBB - comprehensive analysis, thesis...
+---
+# OpenBB AI Investment Research
+
+AI-powered comprehensive investment research combining OpenBB data with Claude's analytical capabilities.
+
+## Usage
+
+```bash
+/openbb-research SYMBOL [--depth deep|quick] [--focus thesis|risks|opportunities]
+```
+
+## What This Command Does
+
+Conducts comprehensive AI-powered investment research by combining multiple OpenBB data sources with advanced analysis.
+
+## Workflow
+
+### 1. Data Aggregation
+
+```python
+from openbb import obb
+
+symbol = "AAPL"
+
+# Gather comprehensive data
+data = {
+    "price": obb.equity.price.historical(symbol=symbol, period="1y"),
+    "fundamentals": obb.equity.fundamental.metrics(symbol=symbol),
+    "analyst": obb.equity.estimates.analyst(symbol=symbol),
+    "news": obb.equity.news(symbol=symbol, limit=10),
+    "peers": obb.equity.compare.peers(symbol=symbol),
+    "insider": obb.equity.ownership.insider(symbol=symbol)
+}
+```
+
+### 2. Investment Thesis Generation
+
+```python
+print(f"\n📋 Investment Thesis for {symbol}")
+print(f"{'='*60}")
+
+# Business Analysis
+print(f"\n1. Business Quality:")
+print(f"   - Competitive moats identified")
+print(f"   - Revenue growth trajectory")
+print(f"   - Margin trends and sustainability")
+print(f"   - Market position and share")
+
+# Financial Health
+print(f"\n2. Financial Strength:")
+print(f"   - Balance sheet assessment")
+print(f"   - Cash flow generation")
+print(f"   - Capital allocation efficiency")
+print(f"   - Debt levels and coverage")
+
+# Valuation
+print(f"\n3. Valuation Assessment:")
+print(f"   - P/E vs sector average")
+print(f"   - PEG ratio analysis")
+print(f"   - DCF model implications")
+print(f"   - Historical valuation ranges")
+
+# Catalysts
+print(f"\n4. Key Catalysts:")
+print(f"   - Upcoming earnings/events")
+print(f"   - Product launches")
+print(f"   - Regulatory developments")
+print(f"   - Industry trends")
+```
+
+### 3. Risk Assessment
+
+```python
+print(f"\n⚠️  Risk Factors:")
+
+risks = []
+
+# Check technical risks
+if data["price"].rsi[-1] > 75:
+    risks.append("Overbought conditions - potential pullback risk")
+
+# Check fundamental risks
+if data["fundamentals"].debt_to_equity > 1.5:
+    risks.append("High leverage - financial risk elevated")
+
+# Check market risks
+if data["price"].volatility > 50:
+    risks.append("High volatility - price uncertainty")
+
+for i, risk in enumerate(risks, 1):
+    print(f"   {i}. {risk}")
+```
+
+### 4. Opportunity Analysis
+
+```python
+print(f"\n💡 Investment Opportunities:")
+
+opportunities = []
+
+if data["analyst"].rating_score > 4.0:
+    opportunities.append("Strong analyst support - positive sentiment")
+
+if data["insider"].net_buy_sell > 0:
+    opportunities.append("Insider buying - management confidence")
+
+if data["fundamentals"].roe > 20:
+    opportunities.append("High ROE - efficient capital use")
+
+for i, opp in enumerate(opportunities, 1):
+    print(f"   {i}. {opp}")
+```
+
+### 5. Actionable Recommendations
+
+```python
+print(f"\n🎯 Recommendation:")
+
+# Decision matrix
+score = 0
+score += 2 if data["analyst"].rating_score > 4.0 else 0
+score += 2 if data["fundamentals"].roe > 15 else 0
+score += 1 if data["price"].trend == "bullish" else 0
+score -= 1 if data["fundamentals"].pe_ratio > 30 else 0
+
+if score >= 4:
+    rating = "BUY"
+    action = "Consider accumulating position"
+elif score >= 2:
+    rating = "HOLD"
+    action = "Monitor closely, hold current position"
+else:
+    rating = "AVOID"
+    action = "Wait for better entry point"
+
+print(f"   Rating: {rating}")
+print(f"   Action: {action}")
+print(f"   Confidence: {score}/5")
+```
+
+## Examples
+
+```bash
+# Deep research report
+/openbb-research AAPL --depth=deep
+
+# Quick thesis
+/openbb-research MSFT --depth=quick --focus=thesis
+
+# Risk analysis
+/openbb-research TSLA --focus=risks
+```
+
+## Output Format
+
+1. Executive Summary
+2. Investment Thesis
+3. Financial Analysis
+4. Valuation Assessment
+5. Risk Factors
+6. Opportunities
+7. Recommendation & Price Targets
+8. Monitoring Checklist
+
+## Integration
+
+- Export reports to PDF/Markdown
+- Track recommendations over time
+- Compare with analyst consensus
+- Portfolio integration via `/openbb-portfolio`

package/package.json

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+{
+  "name": "@intentsolutionsio/openbb-terminal",
+  "version": "1.0.0",
+  "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",
+    "investment",
+    "openbb",
+    "stocks",
+    "crypto",
+    "portfolio",
+    "trading",
+    "financial-analysis",
+    "market-data",
+    "equity-research",
+    "options",
+    "forex",
+    "macroeconomics",
+    "quant",
+    "ai-finance",
+    "claude-code",
+    "claude-plugin",
+    "tonsofskills"
+  ],
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/jeremylongshore/claude-code-plugins-plus-skills.git",
+    "directory": "plugins/business-tools/openbb-terminal"
+  },
+  "homepage": "https://tonsofskills.com/plugins/openbb-terminal",
+  "bugs": "https://github.com/jeremylongshore/claude-code-plugins-plus-skills/issues",
+  "license": "MIT",
+  "author": {
+    "name": "Jeremy Longshore",
+    "email": "jeremy@claudecodeplugins.io",
+    "url": "https://github.com/jeremylongshore"
+  },
+  "publishConfig": {
+    "access": "public"
+  },
+  "files": [
+    "README.md",
+    ".claude-plugin",
+    "skills",
+    "commands",
+    "agents"
+  ],
+  "scripts": {
+    "postinstall": "node -e \"console.log(\\\"\\\\n→ This npm package is a tracking/proof artifact. Install the plugin via:\\\\n  ccpi install openbb-terminal\\\\n  or /plugin install openbb-terminal@claude-code-plugins-plus in Claude Code\\\\n\\\")\""
+  }
+}

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

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+# Assets
+
+Bundled resources for openbb-terminal skill
+
+- [ ] report_template.html: HTML template for generating investment reports
+- [ ] example_report.pdf: Example investment report generated using the plugin
+- [ ] openbb_logo.png: OpenBB logo for branding purposes

package/skills/skill-adapter/assets/config-template.json

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+{
+  "skill": {
+    "name": "skill-name",
+    "version": "1.0.0",
+    "enabled": true,
+    "settings": {
+      "verbose": false,
+      "autoActivate": true,
+      "toolRestrictions": true
+    }
+  },
+  "triggers": {
+    "keywords": [
+      "example-trigger-1",
+      "example-trigger-2"
+    ],
+    "patterns": []
+  },
+  "tools": {
+    "allowed": [
+      "Read",
+      "Grep",
+      "Bash"
+    ],
+    "restricted": []
+  },
+  "metadata": {
+    "author": "Plugin Author",
+    "category": "general",
+    "tags": []
+  }
+}

package/skills/skill-adapter/assets/skill-schema.json

@@ -0,0 +1,28 @@
+{
+  "$schema": "http://json-schema.org/draft-07/schema#",
+  "title": "Claude Skill Configuration",
+  "type": "object",
+  "required": ["name", "description"],
+  "properties": {
+    "name": {
+      "type": "string",
+      "pattern": "^[a-z0-9-]+$",
+      "maxLength": 64,
+      "description": "Skill identifier (lowercase, hyphens only)"
+    },
+    "description": {
+      "type": "string",
+      "maxLength": 1024,
+      "description": "What the skill does and when to use it"
+    },
+    "allowed-tools": {
+      "type": "string",
+      "description": "Comma-separated list of allowed tools"
+    },
+    "version": {
+      "type": "string",
+      "pattern": "^\\d+\\.\\d+\\.\\d+$",
+      "description": "Semantic version (x.y.z)"
+    }
+  }
+}

package/skills/skill-adapter/assets/test-data.json

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+{
+  "testCases": [
+    {
+      "name": "Basic activation test",
+      "input": "trigger phrase example",
+      "expected": {
+        "activated": true,
+        "toolsUsed": ["Read", "Grep"],
+        "success": true
+      }
+    },
+    {
+      "name": "Complex workflow test",
+      "input": "multi-step trigger example",
+      "expected": {
+        "activated": true,
+        "steps": 3,
+        "toolsUsed": ["Read", "Write", "Bash"],
+        "success": true
+      }
+    }
+  ],
+  "fixtures": {
+    "sampleInput": "example data",
+    "expectedOutput": "processed result"
+  }
+}

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

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+# References
+
+Bundled resources for openbb-terminal skill
+

package/skills/skill-adapter/references/best-practices.md

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+# Skill Best Practices
+
+Guidelines for optimal skill usage and development.
+
+## For Users
+
+### Activation Best Practices
+
+1. **Use Clear Trigger Phrases**
+   - Match phrases from skill description
+   - Be specific about intent
+   - Provide necessary context
+
+2. **Provide Sufficient Context**
+   - Include relevant file paths
+   - Specify scope of analysis
+   - Mention any constraints
+
+3. **Understand Tool Permissions**
+   - Check allowed-tools in frontmatter
+   - Know what the skill can/cannot do
+   - Request appropriate actions
+
+### Workflow Optimization
+
+- Start with simple requests
+- Build up to complex workflows
+- Verify each step before proceeding
+- Use skill consistently for related tasks
+
+## For Developers
+
+### Skill Development Guidelines
+
+1. **Clear Descriptions**
+   - Include explicit trigger phrases
+   - Document all capabilities
+   - Specify limitations
+
+2. **Proper Tool Permissions**
+   - Use minimal necessary tools
+   - Document security implications
+   - Test with restricted tools
+
+3. **Comprehensive Documentation**
+   - Provide usage examples
+   - Document common pitfalls
+   - Include troubleshooting guide
+
+### Maintenance
+
+- Keep version updated
+- Test after tool updates
+- Monitor user feedback
+- Iterate on descriptions
+
+## Performance Tips
+
+- Scope skills to specific domains
+- Avoid overlapping trigger phrases
+- Keep descriptions under 1024 chars
+- Test activation reliability
+
+## Security Considerations
+
+- Never include secrets in skill files
+- Validate all inputs
+- Use read-only tools when possible
+- Document security requirements