@poolzin/pool-bot 2026.3.15 → 2026.3.17

package/extensions/dexter/dist/agent.js

@@ -0,0 +1,265 @@
+import { EventEmitter } from "events";
+export class DexterAgent extends EventEmitter {
+    config;
+    activeQueries;
+    constructor(config = {}) {
+        super();
+        this.config = config;
+        this.activeQueries = new Map();
+    }
+    async research(query) {
+        const queryId = `query_${Date.now()}`;
+        this.emit("start", { query, queryId });
+        const result = {
+            query,
+            answer: "",
+            sources: [],
+            financialData: [],
+            confidence: 0,
+            stepsExecuted: 0,
+        };
+        try {
+            const steps = this.planResearch(query);
+            for (const step of steps) {
+                this.emit("step", { queryId, step, number: result.stepsExecuted + 1 });
+                const stepResult = await this.executeStep(step);
+                result.stepsExecuted++;
+                if (stepResult.type === "financial_data") {
+                    result.financialData?.push(...stepResult.data);
+                }
+                else if (stepResult.type === "web_search") {
+                    result.sources.push(...stepResult.sources);
+                }
+                if (result.stepsExecuted >= (this.config.maxSteps ?? 10)) {
+                    break;
+                }
+            }
+            result.answer = this.synthesizeAnswer(query, result);
+            result.confidence = this.calculateConfidence(result);
+            this.activeQueries.set(queryId, result);
+            this.emit("complete", { queryId, result });
+            return result;
+        }
+        catch (error) {
+            this.emit("error", { queryId, error });
+            throw error;
+        }
+    }
+    planResearch(query) {
+        const steps = [];
+        const tickerMatch = query.match(/\b([A-Z]{1,5})\b/);
+        if (tickerMatch) {
+            const ticker = tickerMatch[1];
+            if (query.toLowerCase().includes("revenue") || query.toLowerCase().includes("income")) {
+                steps.push({
+                    type: "financial_search",
+                    params: { ticker, metric: "income_statements", limit: 4 },
+                });
+            }
+            if (query.toLowerCase().includes("balance") || query.toLowerCase().includes("assets") || query.toLowerCase().includes("liabilities")) {
+                steps.push({
+                    type: "financial_search",
+                    params: { ticker, metric: "balance_sheets", limit: 4 },
+                });
+            }
+            if (query.toLowerCase().includes("cash flow") || query.toLowerCase().includes("free cash")) {
+                steps.push({
+                    type: "financial_search",
+                    params: { ticker, metric: "cash_flow_statements", limit: 4 },
+                });
+            }
+            if (query.toLowerCase().includes("metrics") || query.toLowerCase().includes("ratios") || query.toLowerCase().includes("pe ratio") || query.toLowerCase().includes("market cap")) {
+                steps.push({
+                    type: "financial_metrics",
+                    params: { ticker },
+                });
+            }
+        }
+        if (query.toLowerCase().includes("news") || query.toLowerCase().includes("recent") || query.toLowerCase().includes("latest")) {
+            steps.push({
+                type: "web_search",
+                params: {
+                    query: `${tickerMatch ? tickerMatch[1] + " " : ""}${query}`,
+                    numResults: 5,
+                },
+            });
+        }
+        if (steps.length === 0) {
+            steps.push({
+                type: "web_search",
+                params: { query, numResults: 5 },
+            });
+        }
+        return steps;
+    }
+    async executeStep(step) {
+        switch (step.type) {
+            case "financial_search": {
+                const { ticker, metric, limit } = step.params;
+                if (!this.config.financialDatasetsApiKey) {
+                    return {
+                        type: "financial_data",
+                        data: [],
+                        simulated: true,
+                        message: "Financial datasets API key not configured",
+                    };
+                }
+                const response = await fetch(`https://api.financialdatasets.ai/financials/${ticker.toLowerCase()}/${metric}?limit=${limit}`, {
+                    headers: {
+                        "X-API-Key": this.config.financialDatasetsApiKey,
+                    },
+                });
+                if (!response.ok) {
+                    throw new Error(`Financial API error: ${response.statusText}`);
+                }
+                const data = await response.json();
+                return {
+                    type: "financial_data",
+                    data: this.parseFinancialData(data, metric),
+                };
+            }
+            case "financial_metrics": {
+                const { ticker } = step.params;
+                if (!this.config.financialDatasetsApiKey) {
+                    return {
+                        type: "financial_data",
+                        data: [],
+                        simulated: true,
+                    };
+                }
+                const response = await fetch(`https://api.financialdatasets.ai/metrics/${ticker.toLowerCase()}`, {
+                    headers: {
+                        "X-API-Key": this.config.financialDatasetsApiKey,
+                    },
+                });
+                if (!response.ok) {
+                    throw new Error(`Metrics API error: ${response.statusText}`);
+                }
+                const data = await response.json();
+                return {
+                    type: "financial_data",
+                    data: this.parseMetricsData(data),
+                };
+            }
+            case "web_search": {
+                const { query, numResults } = step.params;
+                if (this.config.exaApiKey) {
+                    const response = await fetch("https://api.exa.ai/search", {
+                        method: "POST",
+                        headers: {
+                            "Content-Type": "application/json",
+                            "x-api-key": this.config.exaApiKey,
+                        },
+                        body: JSON.stringify({
+                            query,
+                            numResults: numResults || 5,
+                            useAutoprompt: true,
+                            type: "auto",
+                        }),
+                    });
+                    if (response.ok) {
+                        const data = await response.json();
+                        return {
+                            type: "web_search",
+                            sources: data.results?.map((r) => ({
+                                title: r.title,
+                                url: r.url,
+                                snippet: r.text || r.summary || "",
+                            })) || [],
+                        };
+                    }
+                }
+                return {
+                    type: "web_search",
+                    sources: [],
+                    simulated: true,
+                    message: "Exa API key not configured",
+                };
+            }
+            default:
+                return { type: "unknown" };
+        }
+    }
+    parseFinancialData(data, metric) {
+        const results = [];
+        if (data?.financials) {
+            for (const financial of data.financials) {
+                if (metric === "income_statements" && financial.income_statement) {
+                    const is = financial.income_statement;
+                    results.push({ ticker: data.ticker, metric: "revenue", value: is.revenue, period: financial.period, date: financial.fiscal_year }, { ticker: data.ticker, metric: "net_income", value: is.net_income, period: financial.period, date: financial.fiscal_year }, { ticker: data.ticker, metric: "operating_income", value: is.operating_income, period: financial.period, date: financial.fiscal_year });
+                }
+                if (metric === "balance_sheets" && financial.balance_sheet) {
+                    const bs = financial.balance_sheet;
+                    results.push({ ticker: data.ticker, metric: "total_assets", value: bs.total_assets, period: financial.period, date: financial.fiscal_year }, { ticker: data.ticker, metric: "total_liabilities", value: bs.total_liabilities, period: financial.period, date: financial.fiscal_year }, { ticker: data.ticker, metric: "total_equity", value: bs.total_equity, period: financial.period, date: financial.fiscal_year });
+                }
+                if (metric === "cash_flow_statements" && financial.cash_flow_statement) {
+                    const cf = financial.cash_flow_statement;
+                    results.push({ ticker: data.ticker, metric: "operating_cash_flow", value: cf.operating_cash_flow, period: financial.period, date: financial.fiscal_year }, { ticker: data.ticker, metric: "free_cash_flow", value: cf.free_cash_flow, period: financial.period, date: financial.fiscal_year });
+                }
+            }
+        }
+        return results;
+    }
+    parseMetricsData(data) {
+        const results = [];
+        if (data?.metrics) {
+            const m = data.metrics;
+            results.push({ ticker: data.ticker, metric: "market_cap", value: m.market_cap, date: data.as_of_date }, { ticker: data.ticker, metric: "pe_ratio", value: m.price_to_earnings_ratio, date: data.as_of_date }, { ticker: data.ticker, metric: "pb_ratio", value: m.price_to_book_ratio, date: data.as_of_date }, { ticker: data.ticker, metric: "debt_to_equity", value: m.debt_to_equity, date: data.as_of_date }, { ticker: data.ticker, metric: "roe", value: m.return_on_equity, date: data.as_of_date });
+        }
+        return results;
+    }
+    synthesizeAnswer(_query, result) {
+        const parts = [];
+        if (result.financialData && result.financialData.length > 0) {
+            parts.push("📊 **Financial Data:**\n");
+            const byTicker = new Map();
+            for (const data of result.financialData) {
+                if (!byTicker.has(data.ticker)) {
+                    byTicker.set(data.ticker, []);
+                }
+                byTicker.get(data.ticker).push(data);
+            }
+            for (const [ticker, data] of byTicker.entries()) {
+                parts.push(`**${ticker}**:`);
+                for (const item of data.slice(0, 8)) {
+                    const formattedValue = typeof item.value === "number"
+                        ? item.value > 1e9
+                            ? `$${(item.value / 1e9).toFixed(2)}B`
+                            : `$${item.value.toLocaleString()}`
+                        : String(item.value);
+                    parts.push(`  • ${item.metric.replace(/_/g, " ")}: ${formattedValue}${item.period ? ` (${item.period})` : ""}`);
+                }
+                parts.push("");
+            }
+        }
+        if (result.sources.length > 0) {
+            parts.push("📰 **Sources:**\n");
+            for (const source of result.sources.slice(0, 5)) {
+                parts.push(`• [${source.title}](${source.url})`);
+            }
+        }
+        if (result.stepsExecuted > 0) {
+            parts.push(`\n🔍 Research completed in ${result.stepsExecuted} step(s)`);
+        }
+        return parts.join("\n") || "No relevant data found.";
+    }
+    calculateConfidence(result) {
+        let score = 0;
+        if (result.financialData && result.financialData.length > 0) {
+            score += 0.4;
+        }
+        if (result.sources.length > 0) {
+            score += Math.min(0.3, result.sources.length * 0.06);
+        }
+        if (result.stepsExecuted > 0) {
+            score += 0.3;
+        }
+        return Math.min(1.0, score);
+    }
+    getActiveQueries() {
+        return Array.from(this.activeQueries.entries()).map(([queryId, result]) => ({
+            queryId,
+            result,
+        }));
+    }
+}

package/extensions/dexter/dist/index.d.ts

@@ -0,0 +1,12 @@
+import { DexterAgent } from "./agent.js";
+interface DexterConfig {
+    model?: string;
+    apiKey?: string;
+    financialDatasetsApiKey?: string;
+    exaApiKey?: string;
+    maxSteps?: number;
+    autoStart?: boolean;
+}
+export default function createPlugin(ctx: any): Promise<any>;
+export { DexterAgent };
+export type { DexterConfig };

package/extensions/dexter/dist/index.js

@@ -0,0 +1,99 @@
+import { DexterAgent } from "./agent.js";
+export default async function createPlugin(ctx) {
+    const config = ctx.config;
+    const agent = new DexterAgent({
+        model: config.model ?? "gpt-4o",
+        apiKey: config.apiKey,
+        financialDatasetsApiKey: config.financialDatasetsApiKey,
+        exaApiKey: config.exaApiKey,
+        maxSteps: config.maxSteps ?? 10,
+    });
+    agent.on("start", ({ query, queryId: _queryId }) => {
+        ctx.logger.info(`🔍 Dexter research started: ${query}`);
+    });
+    agent.on("step", ({ queryId: _queryId, step, number }) => {
+        ctx.logger.info(`   Step ${number}: ${step.type}`);
+    });
+    agent.on("complete", ({ queryId: _queryId2, result }) => {
+        ctx.logger.info(`✅ Dexter research completed`);
+        ctx.logger.info(`   Confidence: ${(result.confidence * 100).toFixed(0)}%`);
+        ctx.logger.info(`   Steps: ${result.stepsExecuted}`);
+        ctx.logger.info(`   Sources: ${result.sources.length}`);
+    });
+    agent.on("error", ({ queryId: _queryId3, error }) => {
+        ctx.logger.error(`❌ Dexter research failed`, error);
+    });
+    ctx.cli
+        .command("finance.research")
+        .description("Run financial research query")
+        .argument("<query>", "Research question (e.g., 'AAPL revenue growth last 4 quarters')")
+        .option("-o, --output <file>", "Save results to file")
+        .action(async (query, options) => {
+        try {
+            console.log(`🔍 Starting financial research...`);
+            console.log(`   Query: ${query}\n`);
+            const result = await agent.research(query);
+            console.log(result.answer);
+            if (options?.output && result) {
+                const fs = await import("fs");
+                fs.writeFileSync(options.output, JSON.stringify(result, null, 2));
+                console.log(`\n💾 Results saved to: ${options.output}`);
+            }
+        }
+        catch (err) {
+            console.error("❌ Research failed:", err instanceof Error ? err.message : String(err));
+            process.exit(1);
+        }
+    });
+    ctx.cli
+        .command("finance.status")
+        .description("Check Dexter agent status")
+        .action(async () => {
+        const queries = agent.getActiveQueries();
+        console.log("📊 Dexter Financial Research Agent");
+        console.log(`   Active Queries: ${queries.length}`);
+        if (queries.length > 0) {
+            console.log("\n   Recent Queries:");
+            for (const { result } of queries.slice(-5)) {
+                console.log(`   • ${result.query}`);
+                console.log(`     Confidence: ${(result.confidence * 100).toFixed(0)}% | Steps: ${result.stepsExecuted}`);
+            }
+        }
+        if (!config.financialDatasetsApiKey) {
+            console.log("\n⚠️  Warning: Financial datasets API key not configured");
+            console.log("   Set FINANCIAL_DATASETS_API_KEY environment variable for live data");
+        }
+        if (!config.exaApiKey) {
+            console.log("\n⚠️  Warning: Exa API key not configured");
+            console.log("   Set EXA_API_KEY environment variable for web search");
+        }
+    });
+    ctx.cli
+        .command("finance.queries")
+        .description("List recent research queries")
+        .action(async () => {
+        const queries = agent.getActiveQueries();
+        if (queries.length === 0) {
+            console.log("ℹ️  No research queries yet");
+            return;
+        }
+        console.log("📊 Recent Research Queries:\n");
+        for (const { queryId: _queryId, result } of queries) {
+            const statusIcon = result.confidence > 0.7 ? "✅" : result.confidence > 0.4 ? "🟡" : "🟠";
+            console.log(`${statusIcon} ${_queryId}`);
+            console.log(`   Query: ${result.query}`);
+            console.log(`   Confidence: ${(result.confidence * 100).toFixed(0)}%`);
+            console.log(`   Steps: ${result.stepsExecuted}`);
+            console.log(`   Sources: ${result.sources.length}`);
+            if (result.financialData && result.financialData.length > 0) {
+                console.log(`   Financial Data Points: ${result.financialData.length}`);
+            }
+            console.log();
+        }
+    });
+    return {
+        name: "dexter",
+        version: "2026.3.8",
+    };
+}
+export { DexterAgent };

package/extensions/dexter/node_modules/.bin/tsc

@@ -0,0 +1,21 @@
+#!/bin/sh
+basedir=$(dirname "$(echo "$0" | sed -e 's,\\,/,g')")
+
+case `uname` in
+    *CYGWIN*|*MINGW*|*MSYS*)
+        if command -v cygpath > /dev/null 2>&1; then
+            basedir=`cygpath -w "$basedir"`
+        fi
+    ;;
+esac
+
+if [ -z "$NODE_PATH" ]; then
+  export NODE_PATH="/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules/typescript/bin/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules/typescript/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/node_modules"
+else
+  export NODE_PATH="/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules/typescript/bin/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules/typescript/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/node_modules:$NODE_PATH"
+fi
+if [ -x "$basedir/node" ]; then
+  exec "$basedir/node"  "$basedir/../typescript/bin/tsc" "$@"
+else
+  exec node  "$basedir/../typescript/bin/tsc" "$@"
+fi

package/extensions/dexter/node_modules/.bin/tsserver

@@ -0,0 +1,21 @@
+#!/bin/sh
+basedir=$(dirname "$(echo "$0" | sed -e 's,\\,/,g')")
+
+case `uname` in
+    *CYGWIN*|*MINGW*|*MSYS*)
+        if command -v cygpath > /dev/null 2>&1; then
+            basedir=`cygpath -w "$basedir"`
+        fi
+    ;;
+esac
+
+if [ -z "$NODE_PATH" ]; then
+  export NODE_PATH="/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules/typescript/bin/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules/typescript/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/node_modules"
+else
+  export NODE_PATH="/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules/typescript/bin/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules/typescript/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/typescript@5.9.3/node_modules:/Users/pool/Documents/GitHub/pool-bot/node_modules/.pnpm/node_modules:$NODE_PATH"
+fi
+if [ -x "$basedir/node" ]; then
+  exec "$basedir/node"  "$basedir/../typescript/bin/tsserver" "$@"
+else
+  exec node  "$basedir/../typescript/bin/tsserver" "$@"
+fi

package/extensions/dexter/package.json

@@ -0,0 +1,33 @@
+{
+  "name": "@poolbot/dexter",
+  "version": "2026.3.8",
+  "description": "Dexter - Autonomous Financial Research Agent for PoolBot",
+  "type": "module",
+  "main": "dist/index.js",
+  "types": "dist/index.d.ts",
+  "scripts": {
+    "build": "tsc",
+    "dev": "tsc --watch",
+    "typecheck": "tsc --noEmit"
+  },
+  "dependencies": {
+    "poolbot": "workspace:*"
+  },
+  "devDependencies": {
+    "@types/node": "^22.0.0",
+    "typescript": "^5.0.0"
+  },
+  "poolbot": {
+    "plugin": true
+  },
+  "keywords": [
+    "finance",
+    "research",
+    "analysis",
+    "stocks",
+    "financial-data",
+    "agent"
+  ],
+  "author": "PoolBot Team",
+  "license": "MIT"
+}

package/extensions/dexter/poolbot.plugin.json

@@ -0,0 +1,35 @@
+{
+  "id": "dexter",
+  "name": "Dexter Financial Research",
+  "version": "2026.3.8",
+  "description": "Autonomous financial research agent that performs deep analysis using real-time market data, task planning, and self-reflection",
+  "author": "PoolBot Team",
+  "main": "dist/index.js",
+  "capabilities": [
+    "financial-research",
+    "stock-analysis",
+    "market-data",
+    "financial-statements",
+    "metrics-analysis",
+    "web-research"
+  ],
+  "commands": [
+    "finance.research",
+    "finance.status",
+    "finance.queries"
+  ],
+  "hooks": ["onInit"],
+  "config": {
+    "model": "gpt-4o",
+    "maxSteps": 10,
+    "autoStart": true,
+    "financialDatasetsApiKey": "",
+    "exaApiKey": ""
+  },
+  "permissions": [
+    "gateway.rpc",
+    "telemetry.events",
+    "config.read",
+    "http.external"
+  ]
+}