@quantbrasil/cli 0.1.0-beta.1 → 0.1.0-beta.10
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 +63 -11
- package/dist/cli/client.js +4 -0
- package/dist/cli/index.d.ts +12 -4
- package/dist/cli/index.d.ts.map +1 -1
- package/dist/cli/index.js +64 -14
- package/dist/cli/prompt.d.ts +1 -0
- package/dist/cli/prompt.d.ts.map +1 -1
- package/dist/cli/prompt.js +17 -0
- package/dist/cli/skills.d.ts +9 -0
- package/dist/cli/skills.d.ts.map +1 -1
- package/dist/cli/skills.js +68 -4
- package/dist/commands/auth.d.ts +18 -0
- package/dist/commands/auth.d.ts.map +1 -1
- package/dist/commands/auth.js +49 -0
- package/dist/commands/market.d.ts +1 -0
- package/dist/commands/market.d.ts.map +1 -1
- package/dist/commands/market.js +17 -1
- package/dist/commands/portfolios.d.ts +148 -8
- package/dist/commands/portfolios.d.ts.map +1 -1
- package/dist/commands/portfolios.js +557 -55
- package/dist/commands/rankings.d.ts +82 -0
- package/dist/commands/rankings.d.ts.map +1 -0
- package/dist/commands/rankings.js +235 -0
- package/dist/commands/screening.d.ts +120 -0
- package/dist/commands/screening.d.ts.map +1 -0
- package/dist/commands/screening.js +361 -0
- package/dist/commands/skills.js +7 -7
- package/dist/commands/update.d.ts +23 -0
- package/dist/commands/update.d.ts.map +1 -0
- package/dist/commands/update.js +209 -0
- package/dist/index.d.ts +3 -1
- package/dist/index.d.ts.map +1 -1
- package/dist/index.js +3 -1
- package/dist/vendor/core/capabilities/index.d.ts +2 -1
- package/dist/vendor/core/capabilities/index.d.ts.map +1 -1
- package/dist/vendor/core/capabilities/index.js +2 -1
- package/dist/vendor/core/capabilities/market.d.ts +9 -1
- package/dist/vendor/core/capabilities/market.d.ts.map +1 -1
- package/dist/vendor/core/capabilities/market.js +10 -0
- package/dist/vendor/core/capabilities/portfolios.d.ts +452 -56
- package/dist/vendor/core/capabilities/portfolios.d.ts.map +1 -1
- package/dist/vendor/core/capabilities/portfolios.js +434 -116
- package/dist/vendor/core/capabilities/rankings.d.ts +83 -0
- package/dist/vendor/core/capabilities/rankings.d.ts.map +1 -0
- package/dist/vendor/core/capabilities/rankings.js +95 -0
- package/dist/vendor/core/capabilities/registry.d.ts +1279 -413
- package/dist/vendor/core/capabilities/registry.d.ts.map +1 -1
- package/dist/vendor/core/capabilities/registry.js +4 -2
- package/dist/vendor/core/capabilities/screening.d.ts +136 -0
- package/dist/vendor/core/capabilities/screening.d.ts.map +1 -0
- package/dist/vendor/core/capabilities/screening.js +155 -0
- package/dist/vendor/core/capabilities/types.d.ts +1 -1
- package/dist/vendor/core/capabilities/types.d.ts.map +1 -1
- package/package.json +3 -3
- package/skills/quantbrasil/SKILL.md +28 -11
- package/skills/quantbrasil/references/cli.md +96 -20
- package/skills/quantbrasil/references/costs.md +9 -4
- package/skills/quantbrasil/references/errors.md +16 -5
- package/skills/quantbrasil/references/portfolios.md +114 -0
- package/skills/quantbrasil/references/quality-eval-queries.json +127 -0
- package/skills/quantbrasil/references/rankings.md +62 -0
- package/skills/quantbrasil/references/screening.md +212 -0
- package/skills/quantbrasil/references/unsupported.md +7 -2
- package/skills/quantbrasil/references/workflows.md +95 -23
- package/dist/commands/analytics.d.ts +0 -131
- package/dist/commands/analytics.d.ts.map +0 -1
- package/dist/commands/analytics.js +0 -291
- package/dist/vendor/core/capabilities/analytics.d.ts +0 -187
- package/dist/vendor/core/capabilities/analytics.d.ts.map +0 -1
- package/dist/vendor/core/capabilities/analytics.js +0 -214
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"registry.d.ts","sourceRoot":"","sources":["../../src/capabilities/registry.ts"],"names":[],"mappings":"
|
|
1
|
+
{"version":3,"file":"registry.d.ts","sourceRoot":"","sources":["../../src/capabilities/registry.ts"],"names":[],"mappings":"AAMA,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAMrB,CAAC;AAEX,MAAM,MAAM,YAAY,GAAG,CAAC,OAAO,kBAAkB,CAAC,CAAC,MAAM,CAAC,CAAC,IAAI,CAAC,CAAC;AAErE,eAAO,MAAM,sBAAsB,EAE9B,MAAM,CAAC,YAAY,EAAE,CAAC,OAAO,kBAAkB,EAAE,MAAM,CAAC,CAAC,CAAC;AAE/D,wBAAgB,iBAAiB,CAAC,EAAE,EAAE,YAAY;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAEjD"}
|
|
@@ -1,12 +1,14 @@
|
|
|
1
|
-
import { analyticsCapabilities } from "./analytics.js";
|
|
2
1
|
import { assetCapabilities } from "./assets.js";
|
|
3
2
|
import { marketCapabilities } from "./market.js";
|
|
4
3
|
import { portfolioCapabilities } from "./portfolios.js";
|
|
4
|
+
import { rankingsCapabilities } from "./rankings.js";
|
|
5
|
+
import { screeningCapabilities } from "./screening.js";
|
|
5
6
|
export const capabilityRegistry = [
|
|
6
7
|
...marketCapabilities,
|
|
7
8
|
...assetCapabilities,
|
|
9
|
+
...rankingsCapabilities,
|
|
10
|
+
...screeningCapabilities,
|
|
8
11
|
...portfolioCapabilities,
|
|
9
|
-
...analyticsCapabilities,
|
|
10
12
|
];
|
|
11
13
|
export const capabilityRegistryById = Object.fromEntries(capabilityRegistry.map(capability => [capability.id, capability]));
|
|
12
14
|
export function getCapabilityById(id) {
|
|
@@ -0,0 +1,136 @@
|
|
|
1
|
+
export declare const screeningSortValues: readonly ["price", "ticker"];
|
|
2
|
+
export declare const screeningCapabilities: readonly [{
|
|
3
|
+
readonly id: "screening.universes";
|
|
4
|
+
readonly kind: "read";
|
|
5
|
+
readonly visibility: readonly ["cli", "opencode"];
|
|
6
|
+
readonly description: "Lista universos salvos e baseados em portfólios disponíveis para screening de indicadores.";
|
|
7
|
+
readonly http: {
|
|
8
|
+
readonly method: "GET";
|
|
9
|
+
readonly path: "/api/desk/tools/screening/universes";
|
|
10
|
+
readonly inputMode: "none";
|
|
11
|
+
readonly schemas: {
|
|
12
|
+
readonly request: null;
|
|
13
|
+
readonly response: "ScreeningUniversesResponse";
|
|
14
|
+
};
|
|
15
|
+
};
|
|
16
|
+
readonly cli: {
|
|
17
|
+
readonly group: "screening";
|
|
18
|
+
readonly command: "universes";
|
|
19
|
+
readonly summary: "Lista carteiras do sistema, watchlists e carteiras disponíveis para screening.";
|
|
20
|
+
readonly positional: readonly [];
|
|
21
|
+
readonly options: readonly [];
|
|
22
|
+
readonly examples: readonly ["quantbrasil screening universes"];
|
|
23
|
+
};
|
|
24
|
+
readonly tool: {
|
|
25
|
+
readonly name: "qb_screening_universes";
|
|
26
|
+
readonly title: "Listar universos de screening";
|
|
27
|
+
};
|
|
28
|
+
readonly outputModes: readonly ["json", "human"];
|
|
29
|
+
}, {
|
|
30
|
+
readonly id: "screening.indicators";
|
|
31
|
+
readonly kind: "read";
|
|
32
|
+
readonly visibility: readonly ["cli", "opencode"];
|
|
33
|
+
readonly description: "Lista indicadores, parâmetros e operadores disponíveis para screening.";
|
|
34
|
+
readonly http: {
|
|
35
|
+
readonly method: "GET";
|
|
36
|
+
readonly path: "/api/desk/tools/screening/indicators";
|
|
37
|
+
readonly inputMode: "none";
|
|
38
|
+
readonly schemas: {
|
|
39
|
+
readonly request: null;
|
|
40
|
+
readonly response: "ScreeningIndicatorsResponse";
|
|
41
|
+
};
|
|
42
|
+
};
|
|
43
|
+
readonly cli: {
|
|
44
|
+
readonly group: "screening";
|
|
45
|
+
readonly command: "indicators";
|
|
46
|
+
readonly summary: "Lista indicadores, parâmetros e exemplos disponíveis para screening.";
|
|
47
|
+
readonly positional: readonly [];
|
|
48
|
+
readonly options: readonly [];
|
|
49
|
+
readonly examples: readonly ["quantbrasil screening indicators", "quantbrasil screening indicators --json"];
|
|
50
|
+
};
|
|
51
|
+
readonly tool: {
|
|
52
|
+
readonly name: "qb_screening_indicators";
|
|
53
|
+
readonly title: "Listar indicadores de screening";
|
|
54
|
+
};
|
|
55
|
+
readonly outputModes: readonly ["json", "human"];
|
|
56
|
+
}, {
|
|
57
|
+
readonly id: "screening.run";
|
|
58
|
+
readonly kind: "read";
|
|
59
|
+
readonly visibility: readonly ["cli", "opencode"];
|
|
60
|
+
readonly description: "Executa o screener de indicadores existente sobre um universo salvo baseado em portfólio.";
|
|
61
|
+
readonly http: {
|
|
62
|
+
readonly method: "POST";
|
|
63
|
+
readonly path: "/api/desk/tools/screening/run";
|
|
64
|
+
readonly inputMode: "json_body";
|
|
65
|
+
readonly schemas: {
|
|
66
|
+
readonly request: "ScreeningRunRequest";
|
|
67
|
+
readonly response: "ScreeningRunResponse";
|
|
68
|
+
};
|
|
69
|
+
};
|
|
70
|
+
readonly cli: {
|
|
71
|
+
readonly group: "screening";
|
|
72
|
+
readonly command: "run";
|
|
73
|
+
readonly summary: "Executa screening de indicadores a partir de um payload ScreenerRequest JSON.";
|
|
74
|
+
readonly positional: readonly [];
|
|
75
|
+
readonly options: readonly [{
|
|
76
|
+
readonly kind: "option";
|
|
77
|
+
readonly flag: "--system";
|
|
78
|
+
readonly name: "system_slug";
|
|
79
|
+
readonly type: "string";
|
|
80
|
+
readonly required: false;
|
|
81
|
+
readonly placeholder: "SLUG";
|
|
82
|
+
readonly exclusiveGroup: "screening_universe_selector";
|
|
83
|
+
readonly description: "Slug da carteira do sistema retornado por `screening universes`, por exemplo acoes-mais-liquidas.";
|
|
84
|
+
}, {
|
|
85
|
+
readonly kind: "option";
|
|
86
|
+
readonly flag: "--watchlist";
|
|
87
|
+
readonly name: "watchlist_id";
|
|
88
|
+
readonly type: "integer";
|
|
89
|
+
readonly required: false;
|
|
90
|
+
readonly placeholder: "ID";
|
|
91
|
+
readonly exclusiveGroup: "screening_universe_selector";
|
|
92
|
+
readonly description: "ID da watchlist retornado por `watchlists list`.";
|
|
93
|
+
}, {
|
|
94
|
+
readonly kind: "option";
|
|
95
|
+
readonly flag: "--holding";
|
|
96
|
+
readonly name: "holding_id";
|
|
97
|
+
readonly type: "integer";
|
|
98
|
+
readonly required: false;
|
|
99
|
+
readonly placeholder: "ID";
|
|
100
|
+
readonly exclusiveGroup: "screening_universe_selector";
|
|
101
|
+
readonly description: "ID da carteira retornado por `holdings list`.";
|
|
102
|
+
}, {
|
|
103
|
+
readonly kind: "option";
|
|
104
|
+
readonly flag: "--query-file";
|
|
105
|
+
readonly name: "query_file";
|
|
106
|
+
readonly type: "string";
|
|
107
|
+
readonly required: true;
|
|
108
|
+
readonly placeholder: "ARQUIVO|-";
|
|
109
|
+
readonly description: "Caminho para um arquivo ScreenerRequest JSON completo, ou `-` para ler JSON de stdin.";
|
|
110
|
+
}, {
|
|
111
|
+
readonly kind: "option";
|
|
112
|
+
readonly flag: "--limit";
|
|
113
|
+
readonly name: "limit";
|
|
114
|
+
readonly type: "integer";
|
|
115
|
+
readonly required: false;
|
|
116
|
+
readonly placeholder: "N";
|
|
117
|
+
readonly description: "Sobrescreve o limit de topo do ScreenerRequest sem alterar o arquivo da consulta.";
|
|
118
|
+
}, {
|
|
119
|
+
readonly kind: "option";
|
|
120
|
+
readonly flag: "--sort";
|
|
121
|
+
readonly name: "sort";
|
|
122
|
+
readonly type: "enum";
|
|
123
|
+
readonly required: false;
|
|
124
|
+
readonly placeholder: "price|ticker";
|
|
125
|
+
readonly enumValues: readonly ["price", "ticker"];
|
|
126
|
+
readonly description: "Sobrescreve o sort de topo do ScreenerRequest sem alterar o arquivo da consulta.";
|
|
127
|
+
}];
|
|
128
|
+
readonly examples: readonly ["quantbrasil screening run --system acoes-mais-liquidas --query-file ./screening.json", "quantbrasil screening run --watchlist 93 --query-file ./screening.json --limit 25", "cat screening.json | quantbrasil screening run --holding 182 --query-file - --sort ticker"];
|
|
129
|
+
};
|
|
130
|
+
readonly tool: {
|
|
131
|
+
readonly name: "qb_screening_run";
|
|
132
|
+
readonly title: "Executar screening de indicadores";
|
|
133
|
+
};
|
|
134
|
+
readonly outputModes: readonly ["json", "human"];
|
|
135
|
+
}];
|
|
136
|
+
//# sourceMappingURL=screening.d.ts.map
|
|
@@ -0,0 +1 @@
|
|
|
1
|
+
{"version":3,"file":"screening.d.ts","sourceRoot":"","sources":["../../src/capabilities/screening.ts"],"names":[],"mappings":"AAKA,eAAO,MAAM,mBAAmB,8BAA+B,CAAC;AAEhE,eAAO,MAAM,qBAAqB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAiKkB,CAAC"}
|
|
@@ -0,0 +1,155 @@
|
|
|
1
|
+
import { publicRuntimeVisibility, standardOutputModes } from "./shared.js";
|
|
2
|
+
const screeningSelectorExclusiveGroup = "screening_universe_selector";
|
|
3
|
+
export const screeningSortValues = ["price", "ticker"];
|
|
4
|
+
export const screeningCapabilities = [
|
|
5
|
+
{
|
|
6
|
+
id: "screening.universes",
|
|
7
|
+
kind: "read",
|
|
8
|
+
visibility: publicRuntimeVisibility,
|
|
9
|
+
description: "Lista universos salvos e baseados em portfólios disponíveis para screening de indicadores.",
|
|
10
|
+
http: {
|
|
11
|
+
method: "GET",
|
|
12
|
+
path: "/api/desk/tools/screening/universes",
|
|
13
|
+
inputMode: "none",
|
|
14
|
+
schemas: {
|
|
15
|
+
request: null,
|
|
16
|
+
response: "ScreeningUniversesResponse",
|
|
17
|
+
},
|
|
18
|
+
},
|
|
19
|
+
cli: {
|
|
20
|
+
group: "screening",
|
|
21
|
+
command: "universes",
|
|
22
|
+
summary: "Lista carteiras do sistema, watchlists e carteiras disponíveis para screening.",
|
|
23
|
+
positional: [],
|
|
24
|
+
options: [],
|
|
25
|
+
examples: ["quantbrasil screening universes"],
|
|
26
|
+
},
|
|
27
|
+
tool: {
|
|
28
|
+
name: "qb_screening_universes",
|
|
29
|
+
title: "Listar universos de screening",
|
|
30
|
+
},
|
|
31
|
+
outputModes: standardOutputModes,
|
|
32
|
+
},
|
|
33
|
+
{
|
|
34
|
+
id: "screening.indicators",
|
|
35
|
+
kind: "read",
|
|
36
|
+
visibility: publicRuntimeVisibility,
|
|
37
|
+
description: "Lista indicadores, parâmetros e operadores disponíveis para screening.",
|
|
38
|
+
http: {
|
|
39
|
+
method: "GET",
|
|
40
|
+
path: "/api/desk/tools/screening/indicators",
|
|
41
|
+
inputMode: "none",
|
|
42
|
+
schemas: {
|
|
43
|
+
request: null,
|
|
44
|
+
response: "ScreeningIndicatorsResponse",
|
|
45
|
+
},
|
|
46
|
+
},
|
|
47
|
+
cli: {
|
|
48
|
+
group: "screening",
|
|
49
|
+
command: "indicators",
|
|
50
|
+
summary: "Lista indicadores, parâmetros e exemplos disponíveis para screening.",
|
|
51
|
+
positional: [],
|
|
52
|
+
options: [],
|
|
53
|
+
examples: [
|
|
54
|
+
"quantbrasil screening indicators",
|
|
55
|
+
"quantbrasil screening indicators --json",
|
|
56
|
+
],
|
|
57
|
+
},
|
|
58
|
+
tool: {
|
|
59
|
+
name: "qb_screening_indicators",
|
|
60
|
+
title: "Listar indicadores de screening",
|
|
61
|
+
},
|
|
62
|
+
outputModes: standardOutputModes,
|
|
63
|
+
},
|
|
64
|
+
{
|
|
65
|
+
id: "screening.run",
|
|
66
|
+
kind: "read",
|
|
67
|
+
visibility: publicRuntimeVisibility,
|
|
68
|
+
description: "Executa o screener de indicadores existente sobre um universo salvo baseado em portfólio.",
|
|
69
|
+
http: {
|
|
70
|
+
method: "POST",
|
|
71
|
+
path: "/api/desk/tools/screening/run",
|
|
72
|
+
inputMode: "json_body",
|
|
73
|
+
schemas: {
|
|
74
|
+
request: "ScreeningRunRequest",
|
|
75
|
+
response: "ScreeningRunResponse",
|
|
76
|
+
},
|
|
77
|
+
},
|
|
78
|
+
cli: {
|
|
79
|
+
group: "screening",
|
|
80
|
+
command: "run",
|
|
81
|
+
summary: "Executa screening de indicadores a partir de um payload ScreenerRequest JSON.",
|
|
82
|
+
positional: [],
|
|
83
|
+
options: [
|
|
84
|
+
{
|
|
85
|
+
kind: "option",
|
|
86
|
+
flag: "--system",
|
|
87
|
+
name: "system_slug",
|
|
88
|
+
type: "string",
|
|
89
|
+
required: false,
|
|
90
|
+
placeholder: "SLUG",
|
|
91
|
+
exclusiveGroup: screeningSelectorExclusiveGroup,
|
|
92
|
+
description: "Slug da carteira do sistema retornado por `screening universes`, por exemplo acoes-mais-liquidas.",
|
|
93
|
+
},
|
|
94
|
+
{
|
|
95
|
+
kind: "option",
|
|
96
|
+
flag: "--watchlist",
|
|
97
|
+
name: "watchlist_id",
|
|
98
|
+
type: "integer",
|
|
99
|
+
required: false,
|
|
100
|
+
placeholder: "ID",
|
|
101
|
+
exclusiveGroup: screeningSelectorExclusiveGroup,
|
|
102
|
+
description: "ID da watchlist retornado por `watchlists list`.",
|
|
103
|
+
},
|
|
104
|
+
{
|
|
105
|
+
kind: "option",
|
|
106
|
+
flag: "--holding",
|
|
107
|
+
name: "holding_id",
|
|
108
|
+
type: "integer",
|
|
109
|
+
required: false,
|
|
110
|
+
placeholder: "ID",
|
|
111
|
+
exclusiveGroup: screeningSelectorExclusiveGroup,
|
|
112
|
+
description: "ID da carteira retornado por `holdings list`.",
|
|
113
|
+
},
|
|
114
|
+
{
|
|
115
|
+
kind: "option",
|
|
116
|
+
flag: "--query-file",
|
|
117
|
+
name: "query_file",
|
|
118
|
+
type: "string",
|
|
119
|
+
required: true,
|
|
120
|
+
placeholder: "ARQUIVO|-",
|
|
121
|
+
description: "Caminho para um arquivo ScreenerRequest JSON completo, ou `-` para ler JSON de stdin.",
|
|
122
|
+
},
|
|
123
|
+
{
|
|
124
|
+
kind: "option",
|
|
125
|
+
flag: "--limit",
|
|
126
|
+
name: "limit",
|
|
127
|
+
type: "integer",
|
|
128
|
+
required: false,
|
|
129
|
+
placeholder: "N",
|
|
130
|
+
description: "Sobrescreve o limit de topo do ScreenerRequest sem alterar o arquivo da consulta.",
|
|
131
|
+
},
|
|
132
|
+
{
|
|
133
|
+
kind: "option",
|
|
134
|
+
flag: "--sort",
|
|
135
|
+
name: "sort",
|
|
136
|
+
type: "enum",
|
|
137
|
+
required: false,
|
|
138
|
+
placeholder: "price|ticker",
|
|
139
|
+
enumValues: screeningSortValues,
|
|
140
|
+
description: "Sobrescreve o sort de topo do ScreenerRequest sem alterar o arquivo da consulta.",
|
|
141
|
+
},
|
|
142
|
+
],
|
|
143
|
+
examples: [
|
|
144
|
+
"quantbrasil screening run --system acoes-mais-liquidas --query-file ./screening.json",
|
|
145
|
+
"quantbrasil screening run --watchlist 93 --query-file ./screening.json --limit 25",
|
|
146
|
+
"cat screening.json | quantbrasil screening run --holding 182 --query-file - --sort ticker",
|
|
147
|
+
],
|
|
148
|
+
},
|
|
149
|
+
tool: {
|
|
150
|
+
name: "qb_screening_run",
|
|
151
|
+
title: "Executar screening de indicadores",
|
|
152
|
+
},
|
|
153
|
+
outputModes: standardOutputModes,
|
|
154
|
+
},
|
|
155
|
+
];
|
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
export type CapabilityVisibility = "cli" | "opencode";
|
|
2
2
|
export type CapabilityKind = "read" | "mutation";
|
|
3
|
-
export type CapabilityGroup = "market" | "assets" | "
|
|
3
|
+
export type CapabilityGroup = "market" | "assets" | "rankings" | "screening" | "watchlists" | "holdings";
|
|
4
4
|
export type CapabilityHttpMethod = "GET" | "POST";
|
|
5
5
|
export type CapabilityInputMode = "none" | "query" | "json_body";
|
|
6
6
|
export type CapabilityOutputMode = "json" | "human";
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"types.d.ts","sourceRoot":"","sources":["../../src/capabilities/types.ts"],"names":[],"mappings":"AAAA,MAAM,MAAM,oBAAoB,GAAG,KAAK,GAAG,UAAU,CAAC;AACtD,MAAM,MAAM,cAAc,GAAG,MAAM,GAAG,UAAU,CAAC;AACjD,MAAM,MAAM,eAAe,
|
|
1
|
+
{"version":3,"file":"types.d.ts","sourceRoot":"","sources":["../../src/capabilities/types.ts"],"names":[],"mappings":"AAAA,MAAM,MAAM,oBAAoB,GAAG,KAAK,GAAG,UAAU,CAAC;AACtD,MAAM,MAAM,cAAc,GAAG,MAAM,GAAG,UAAU,CAAC;AACjD,MAAM,MAAM,eAAe,GACvB,QAAQ,GACR,QAAQ,GACR,UAAU,GACV,WAAW,GACX,YAAY,GACZ,UAAU,CAAC;AACf,MAAM,MAAM,oBAAoB,GAAG,KAAK,GAAG,MAAM,CAAC;AAClD,MAAM,MAAM,mBAAmB,GAAG,MAAM,GAAG,OAAO,GAAG,WAAW,CAAC;AACjE,MAAM,MAAM,oBAAoB,GAAG,MAAM,GAAG,OAAO,CAAC;AACpD,MAAM,MAAM,uBAAuB,GAC/B,QAAQ,GACR,SAAS,GACT,QAAQ,GACR,MAAM,GACN,cAAc,GACd,YAAY,CAAC;AACjB,MAAM,MAAM,0BAA0B,GAClC,YAAY,GACZ,iBAAiB,GACjB,iBAAiB,CAAC;AACtB,MAAM,MAAM,sBAAsB,GAC9B,MAAM,GACN,MAAM,GACN,OAAO,GACP,SAAS,CAAC,MAAM,GAAG,MAAM,GAAG,OAAO,CAAC,EAAE,CAAC;AAE3C,kEAAkE;AAClE,MAAM,WAAW,yBAAyB;IACxC,8EAA8E;IAC9E,OAAO,EAAE,MAAM,GAAG,IAAI,CAAC;IACvB,qDAAqD;IACrD,QAAQ,EAAE,MAAM,CAAC;CAClB;AAED,wEAAwE;AACxE,MAAM,WAAW,sBAAsB;IACrC,MAAM,EAAE,oBAAoB,CAAC;IAC7B,IAAI,EAAE,mBAAmB,MAAM,EAAE,CAAC;IAClC,SAAS,EAAE,mBAAmB,CAAC;IAC/B,OAAO,EAAE,yBAAyB,CAAC;CACpC;AAED,8DAA8D;AAC9D,MAAM,WAAW,0BAA0B;IACzC,IAAI,EAAE,MAAM,CAAC;IACb,WAAW,EAAE,MAAM,CAAC;IACpB,IAAI,EAAE,uBAAuB,CAAC;IAC9B,QAAQ,EAAE,OAAO,CAAC;IAClB,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,YAAY,CAAC,EAAE,sBAAsB,CAAC;IACtC,UAAU,CAAC,EAAE,SAAS,MAAM,EAAE,CAAC;IAC/B,QAAQ,CAAC,EAAE,OAAO,CAAC;IACnB,gBAAgB,CAAC,EAAE,0BAA0B,CAAC;IAC9C,cAAc,CAAC,EAAE,MAAM,CAAC;CACzB;AAED,MAAM,WAAW,gCACf,SAAQ,0BAA0B;IAClC,IAAI,EAAE,YAAY,CAAC;CACpB;AAED,MAAM,WAAW,4BACf,SAAQ,0BAA0B;IAClC,IAAI,EAAE,QAAQ,CAAC;IACf,IAAI,EAAE,KAAK,MAAM,EAAE,CAAC;CACrB;AAED,MAAM,MAAM,sBAAsB,GAC9B,gCAAgC,GAChC,4BAA4B,CAAC;AAEjC,wDAAwD;AACxD,MAAM,WAAW,qBAAqB;IACpC,KAAK,EAAE,eAAe,CAAC;IACvB,OAAO,EAAE,MAAM,CAAC;IAChB,OAAO,EAAE,MAAM,CAAC;IAChB,UAAU,EAAE,SAAS,gCAAgC,EAAE,CAAC;IACxD,OAAO,EAAE,SAAS,4BAA4B,EAAE,CAAC;IACjD;;;;OAIG;IACH,QAAQ,EAAE,SAAS,MAAM,EAAE,CAAC;CAC7B;AAED,uDAAuD;AACvD,MAAM,WAAW,sBAAsB;IACrC,IAAI,EAAE,MAAM,CAAC;IACb,KAAK,EAAE,MAAM,CAAC;CACf;AAED,8EAA8E;AAC9E,MAAM,WAAW,oBAAoB;IACnC,EAAE,EAAE,MAAM,CAAC;IACX,IAAI,EAAE,cAAc,CAAC;IACrB,UAAU,EAAE,SAAS,oBAAoB,EAAE,CAAC;IAC5C,WAAW,EAAE,MAAM,CAAC;IACpB,IAAI,EAAE,sBAAsB,CAAC;IAC7B,GAAG,EAAE,qBAAqB,CAAC;IAC3B,IAAI,EAAE,sBAAsB,CAAC;IAC7B,WAAW,EAAE,SAAS,oBAAoB,EAAE,CAAC;CAC9C"}
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@quantbrasil/cli",
|
|
3
|
-
"version": "0.1.0-beta.
|
|
3
|
+
"version": "0.1.0-beta.10",
|
|
4
4
|
"type": "module",
|
|
5
5
|
"description": "Public QuantBrasil CLI for deterministic operations",
|
|
6
6
|
"repository": {
|
|
@@ -40,9 +40,9 @@
|
|
|
40
40
|
"eslint": "^9.15.0",
|
|
41
41
|
"typescript": "^5.3.3",
|
|
42
42
|
"vitest": "^3.2.4",
|
|
43
|
+
"@repo/core": "0.0.0",
|
|
43
44
|
"@repo/eslint-config": "0.0.0",
|
|
44
|
-
"@repo/typescript-config": "0.0.0"
|
|
45
|
-
"@repo/core": "0.0.0"
|
|
45
|
+
"@repo/typescript-config": "0.0.0"
|
|
46
46
|
},
|
|
47
47
|
"scripts": {
|
|
48
48
|
"build": "pnpm --filter @repo/core build && pnpm run clean && tsc && node scripts/vendor-core.mjs",
|
|
@@ -1,29 +1,46 @@
|
|
|
1
1
|
---
|
|
2
2
|
name: quantbrasil
|
|
3
|
-
description: Use
|
|
3
|
+
description: Use this skill when a user asks for QuantBrasil-supported market or investing data/actions through the QuantBrasil CLI, including asset lookup, prices, asset analysis, rankings, watchlists, holdings, screening, historical return, beta, and VaR, even if they do not explicitly mention QuantBrasil.
|
|
4
4
|
---
|
|
5
5
|
|
|
6
6
|
# QuantBrasil CLI
|
|
7
7
|
|
|
8
|
-
Use this skill when user
|
|
8
|
+
Use this skill when the user asks for market or investing data/actions that QuantBrasil supports, including asset lookup, prices, asset analysis, rankings, watchlists, holdings, screening, and holding metrics.
|
|
9
9
|
|
|
10
10
|
## Routing
|
|
11
11
|
|
|
12
|
+
- Use this skill even when the user does not say "QuantBrasil" if the request fits the supported market or investing surface.
|
|
13
|
+
- Most end-user QuantBrasil requests are expected in pt-BR; Portuguese prompts about ativos, rankings, Magic Formula, momentum, ranking fatorial, carteiras, cotações, screening, retorno, beta, VaR, watchlists, or Ibovespa should trigger this skill when they map to the supported CLI surface.
|
|
14
|
+
- For QuantBrasil-supported market, asset, ranking, screening, watchlist, holding, or holding metric data, use the CLI before generic web or finance search.
|
|
15
|
+
- When the request mentions portfolios, carteiras, watchlists, holdings, target weights, positions, historical return, beta, VaR, screening universes, or saved compositions, load [`references/portfolios.md`](./references/portfolios.md) before choosing commands.
|
|
16
|
+
- When the request asks for Magic Formula, momentum rankings, top ranked assets, ranking fatorial, rankings do usuário, or ordered asset lists, load [`references/rankings.md`](./references/rankings.md) before choosing commands.
|
|
17
|
+
- When the request mentions IFR/RSI filters, sobrevendido, sobrecomprado, indicator screening, technical screening rules, or screening indicators, load [`references/screening.md`](./references/screening.md) before building the request JSON.
|
|
18
|
+
- Use `quantbrasil` when available on PATH.
|
|
19
|
+
- If `quantbrasil` is not found, report that the CLI binary is not on PATH and ask the user to install it or fix PATH.
|
|
12
20
|
- Check readiness first: `quantbrasil --status`
|
|
21
|
+
- Identify the authenticated user when needed: `quantbrasil whoami`
|
|
13
22
|
- Inspect public surface when unsure: `quantbrasil capabilities --json`
|
|
14
23
|
- Use narrow command first:
|
|
15
24
|
- asset discovery: `quantbrasil market assets`
|
|
16
25
|
- price lookup: `quantbrasil market price <ticker>`
|
|
17
26
|
- richer asset analysis: `quantbrasil assets overview <ticker> --sections ...`
|
|
18
|
-
-
|
|
19
|
-
-
|
|
20
|
-
-
|
|
27
|
+
- ranked asset lists: `quantbrasil rankings list|current ...`
|
|
28
|
+
- watchlist details and changes: `quantbrasil watchlists ...`
|
|
29
|
+
- holding details and historical return: `quantbrasil holdings ...`
|
|
30
|
+
- indicator screening over saved universes: `quantbrasil screening universes|indicators|run ...`
|
|
31
|
+
- holding metrics: `quantbrasil holdings historical-return|beta|var ...`
|
|
21
32
|
- Use `--json` when output will be parsed by agent or script
|
|
33
|
+
- Use generic web or finance search only if the CLI is unavailable, the requested data is outside the QuantBrasil-supported surface, or the user explicitly asks for an external source.
|
|
34
|
+
- Do not inspect the local repo, package source, or `~/.config/quantbrasil/config.json` for normal data queries. Use CLI status/errors instead.
|
|
22
35
|
|
|
23
|
-
##
|
|
36
|
+
## Reference Loading
|
|
24
37
|
|
|
25
|
-
-
|
|
26
|
-
-
|
|
27
|
-
-
|
|
28
|
-
-
|
|
29
|
-
-
|
|
38
|
+
- Load [`references/workflows.md`](./references/workflows.md) when the user describes an investing task but does not name an exact command, or when a task spans discovery plus a follow-up action.
|
|
39
|
+
- Load [`references/cli.md`](./references/cli.md) when you need exact command syntax, flags, examples, or supported `--sections` values.
|
|
40
|
+
- Load [`references/rankings.md`](./references/rankings.md) when the user asks for Magic Formula, momentum rankings, top ranked assets, ranking fatorial, rankings do usuário, or current ordered lists.
|
|
41
|
+
- Load [`references/portfolios.md`](./references/portfolios.md) when the request mentions portfolios, carteiras, watchlists, holdings, target weights, positions, historical return, beta, VaR, screening universes, or saved compositions.
|
|
42
|
+
- Load [`references/screening.md`](./references/screening.md) when the user asks for IFR/RSI filters, sobrevendido/sobrecomprado assets, indicator screening, technical filter JSON, screening indicators, or examples of `ScreenerRequest`.
|
|
43
|
+
- Load [`references/costs.md`](./references/costs.md) before chaining heavy reads, choosing between overview/screening/holding metrics, or answering cost-sensitive agent workflow questions.
|
|
44
|
+
- Load [`references/errors.md`](./references/errors.md) when a CLI command fails, auth/config is unclear, or the user asks how to fix a QuantBrasil CLI error.
|
|
45
|
+
- Load [`references/unsupported.md`](./references/unsupported.md) when the user asks for deletion, file export, ad-hoc ticker-list screening, unsupported commands, or a capability that may not be public yet.
|
|
46
|
+
- Use [`references/quality-eval-queries.json`](./references/quality-eval-queries.json) only when evaluating or tuning skill quality and trigger accuracy.
|
|
@@ -1,9 +1,13 @@
|
|
|
1
1
|
# CLI Reference
|
|
2
2
|
|
|
3
|
+
Examples assume the `quantbrasil` binary is available on `PATH`.
|
|
4
|
+
|
|
3
5
|
## Readiness and auth
|
|
4
6
|
|
|
5
7
|
```bash
|
|
6
8
|
quantbrasil --status
|
|
9
|
+
quantbrasil whoami
|
|
10
|
+
quantbrasil auth whoami
|
|
7
11
|
quantbrasil auth login --api-key <key>
|
|
8
12
|
quantbrasil auth logout
|
|
9
13
|
quantbrasil capabilities --json
|
|
@@ -15,6 +19,7 @@ quantbrasil init
|
|
|
15
19
|
```bash
|
|
16
20
|
quantbrasil market assets
|
|
17
21
|
quantbrasil market assets --type B3
|
|
22
|
+
quantbrasil market assets --search BTC
|
|
18
23
|
quantbrasil market assets --json
|
|
19
24
|
|
|
20
25
|
quantbrasil market price PETR4
|
|
@@ -41,37 +46,108 @@ Valid `--sections`:
|
|
|
41
46
|
- `fundamentals`
|
|
42
47
|
- `rankings`
|
|
43
48
|
|
|
44
|
-
##
|
|
49
|
+
## Rankings
|
|
45
50
|
|
|
46
51
|
```bash
|
|
47
|
-
quantbrasil
|
|
48
|
-
quantbrasil
|
|
52
|
+
quantbrasil rankings list
|
|
53
|
+
quantbrasil rankings list --json
|
|
54
|
+
quantbrasil rankings current --system momentum-90d --top 20
|
|
55
|
+
quantbrasil rankings current --system magic-formula --top 10
|
|
56
|
+
quantbrasil rankings current --id 123 --top 20
|
|
57
|
+
quantbrasil rankings current --system momentum-90d --top 20 --json
|
|
58
|
+
```
|
|
49
59
|
|
|
50
|
-
|
|
51
|
-
quantbrasil portfolios get 93 --json
|
|
60
|
+
Rules:
|
|
52
61
|
|
|
53
|
-
|
|
54
|
-
|
|
55
|
-
|
|
56
|
-
|
|
57
|
-
|
|
62
|
+
- use `rankings list` to discover rankings before using ids
|
|
63
|
+
- system rankings use slugs such as `magic-formula`, `momentum-90d`, `dividend-yield`, and `momentum-double`
|
|
64
|
+
- user rankings use the numeric id returned by `rankings list`
|
|
65
|
+
- use exactly one selector: `--system <slug>` or `--id <id>`
|
|
66
|
+
- `--top` controls how many ranked assets are returned
|
|
67
|
+
- `current` returns the ordered rows and the metric used to order the ranking
|
|
68
|
+
- use `--json` when the result will be parsed by an agent or script
|
|
58
69
|
|
|
59
|
-
##
|
|
70
|
+
## Watchlists and holdings
|
|
60
71
|
|
|
61
|
-
|
|
72
|
+
Watchlists:
|
|
62
73
|
|
|
63
74
|
```bash
|
|
64
|
-
quantbrasil
|
|
65
|
-
quantbrasil
|
|
66
|
-
quantbrasil
|
|
75
|
+
quantbrasil watchlists list
|
|
76
|
+
quantbrasil watchlists get 93
|
|
77
|
+
quantbrasil watchlists create "Dividendos"
|
|
78
|
+
quantbrasil watchlists rename 93 "Longo Prazo"
|
|
79
|
+
quantbrasil watchlists add-assets 93 PETR4 VALE3
|
|
80
|
+
quantbrasil watchlists remove-assets 93 PETR4
|
|
67
81
|
```
|
|
68
82
|
|
|
69
|
-
|
|
83
|
+
Holdings:
|
|
70
84
|
|
|
71
85
|
```bash
|
|
72
|
-
quantbrasil
|
|
73
|
-
quantbrasil
|
|
74
|
-
quantbrasil
|
|
86
|
+
quantbrasil holdings list
|
|
87
|
+
quantbrasil holdings get 182
|
|
88
|
+
quantbrasil holdings create "Longo Prazo"
|
|
89
|
+
quantbrasil holdings create "Longo Prazo" --target PETR4:50 --target VALE3:50
|
|
90
|
+
quantbrasil holdings create "Carteira Real" --mode position
|
|
91
|
+
quantbrasil holdings rename 182 "Longo Prazo"
|
|
92
|
+
quantbrasil holdings set-targets 182 PETR4:50 VALE3:50
|
|
93
|
+
quantbrasil holdings set-positions 182 PRIO3:1600 BTC-USD:0.25 QQQ:10
|
|
94
|
+
quantbrasil holdings historical-return 182 --from 2025-01-01 --to 2026-01-01
|
|
95
|
+
quantbrasil holdings historical-return 182 --period 1y
|
|
96
|
+
quantbrasil holdings beta 182 --years 1
|
|
97
|
+
quantbrasil holdings var 182 --years 1 --confidence 95
|
|
75
98
|
```
|
|
76
99
|
|
|
77
|
-
Use `--json` on any
|
|
100
|
+
Use `--json` on any holding metric command when machine parsing needed.
|
|
101
|
+
|
|
102
|
+
## Screening
|
|
103
|
+
|
|
104
|
+
```bash
|
|
105
|
+
quantbrasil screening universes
|
|
106
|
+
quantbrasil screening indicators
|
|
107
|
+
quantbrasil screening run --system acoes-mais-liquidas --query-file ./screening.json
|
|
108
|
+
quantbrasil screening run --watchlist 93 --query-file ./screening.json --limit 25
|
|
109
|
+
quantbrasil screening run --holding 182 --query-file ./screening.json --sort ticker
|
|
110
|
+
cat ./screening.json | quantbrasil screening run --system etfs --query-file -
|
|
111
|
+
```
|
|
112
|
+
|
|
113
|
+
Rules:
|
|
114
|
+
|
|
115
|
+
- use exactly one selector: `--system`, `--watchlist`, or `--holding`
|
|
116
|
+
- `--system` accepts a slug from `screening universes`
|
|
117
|
+
- `--watchlist` and `--holding` accept numeric ids
|
|
118
|
+
- `--query-file` must contain the full backend `ScreenerRequest` JSON shape
|
|
119
|
+
- `--query-file -` reads the same JSON shape from stdin
|
|
120
|
+
- `--limit` and `--sort` override only top-level fields from the query JSON
|
|
121
|
+
- use `screening indicators` to discover supported indicator names, params, examples, timeframes, and operators
|
|
122
|
+
|
|
123
|
+
Load [`screening.md`](./screening.md) for detailed screening examples, including
|
|
124
|
+
IFR14, IFR2, and logical `AND` JSON payloads.
|
|
125
|
+
|
|
126
|
+
Example query JSON:
|
|
127
|
+
|
|
128
|
+
```json
|
|
129
|
+
{
|
|
130
|
+
"query": {
|
|
131
|
+
"comparison": {
|
|
132
|
+
"left": {
|
|
133
|
+
"indicator": {
|
|
134
|
+
"name": "RSI",
|
|
135
|
+
"timeframe": "D1",
|
|
136
|
+
"offset": 0,
|
|
137
|
+
"params": {
|
|
138
|
+
"period": 14
|
|
139
|
+
}
|
|
140
|
+
}
|
|
141
|
+
},
|
|
142
|
+
"operator": "lt",
|
|
143
|
+
"right": {
|
|
144
|
+
"constant": {
|
|
145
|
+
"value": 30
|
|
146
|
+
}
|
|
147
|
+
}
|
|
148
|
+
}
|
|
149
|
+
},
|
|
150
|
+
"limit": 50,
|
|
151
|
+
"sort": "ticker"
|
|
152
|
+
}
|
|
153
|
+
```
|
|
@@ -13,18 +13,23 @@ Current guidance uses backend qualitative classes only:
|
|
|
13
13
|
- `market assets` is lowest-cost discovery path
|
|
14
14
|
- `market price` is narrow read path
|
|
15
15
|
- `assets overview` is richer and should use minimal `--sections`
|
|
16
|
-
-
|
|
16
|
+
- `screening universes` is a discovery path for saved screening universes
|
|
17
|
+
- `screening indicators` is a discovery path for supported screening JSON
|
|
18
|
+
- `screening run` is a heavy read and should be targeted to one selected universe
|
|
19
|
+
- holding metrics (`historical-return`, `beta`, `var`) are heaviest current public reads
|
|
17
20
|
|
|
18
21
|
## Agent rules
|
|
19
22
|
|
|
20
23
|
- prefer narrow command that answers question
|
|
21
24
|
- prefer `market price` over `assets overview` for quote-only requests
|
|
22
|
-
-
|
|
23
|
-
-
|
|
25
|
+
- run `screening universes` before `screening run` when the universe selector is not known
|
|
26
|
+
- run `screening indicators` before `screening run` when the indicator JSON is not known
|
|
27
|
+
- prefer one holding metric call targeted to actual question
|
|
28
|
+
- do not chain multiple heavy holding metric or screening calls unless user asked for them
|
|
24
29
|
- use `--json` only when structured output needed
|
|
25
30
|
|
|
26
31
|
## Safe defaults
|
|
27
32
|
|
|
28
|
-
- discover
|
|
33
|
+
- discover the holding id once, then reuse it
|
|
29
34
|
- avoid full-report behavior when user asked only one metric
|
|
30
35
|
- keep `assets overview --sections` minimal and relevant
|