@quantbrasil/cli 0.1.0-beta.3 → 0.1.0-beta.5

package/dist/vendor/core/capabilities/registry.d.ts

@@ -26,8 +26,16 @@ export declare const capabilityRegistry: readonly [{
             readonly placeholder: "TIPO";
             readonly enumValues: readonly ["B3", "ETF", "ETF-US", "BDR", "Futuro", "Crypto", "S&P500"];
             readonly description: "Filter by the exact monitored asset type.";
+        }, {
+            readonly kind: "option";
+            readonly flag: "--search";
+            readonly name: "search";
+            readonly type: "string";
+            readonly required: false;
+            readonly placeholder: "TEXTO";
+            readonly description: "Filter monitored tickers by case-insensitive text.";
         }];
-        readonly examples: readonly ["quantbrasil market assets", "quantbrasil market assets --type B3"];
+        readonly examples: readonly ["quantbrasil market assets", "quantbrasil market assets --type B3", "quantbrasil market assets --search BTC"];
     };
     readonly tool: {
         readonly name: "qb_market_assets";
@@ -131,13 +139,13 @@ export declare const capabilityRegistry: readonly [{
     };
     readonly outputModes: readonly ["json", "human"];
 }, {
-    readonly id: "portfolios.list";
+    readonly id: "watchlists.list";
     readonly kind: "read";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "List every portfolio owned by the authenticated user.";
+    readonly description: "List watchlists owned by the authenticated user.";
     readonly http: {
         readonly method: "GET";
-        readonly path: "/api/desk/tools/portfolio/list";
+        readonly path: "/api/desk/tools/watchlist/list";
         readonly inputMode: "none";
         readonly schemas: {
             readonly request: null;
@@ -145,26 +153,26 @@ export declare const capabilityRegistry: readonly [{
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "list";
-        readonly summary: "List the user portfolios available in QuantBrasil.";
+        readonly summary: "List watchlists for tracking ideas and filters.";
         readonly positional: readonly [];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios list"];
+        readonly examples: readonly ["quantbrasil watchlists list"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_list";
-        readonly title: "List portfolios";
+        readonly name: "qb_watchlist_list";
+        readonly title: "List watchlists";
     };
     readonly outputModes: readonly ["json", "human"];
 }, {
-    readonly id: "portfolios.get";
+    readonly id: "watchlists.get";
     readonly kind: "read";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Return one saved portfolio by id, scoped to the acting user.";
+    readonly description: "Return one watchlist by id, scoped to the acting user.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/get";
+        readonly path: "/api/desk/tools/watchlist/get";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioGetRequest";
@@ -172,33 +180,33 @@ export declare const capabilityRegistry: readonly [{
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "get";
-        readonly summary: "Get a saved portfolio by id.";
+        readonly summary: "Get a watchlist by id.";
         readonly positional: readonly [{
             readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
             readonly required: true;
             readonly placeholder: "ID";
-            readonly description: "Saved portfolio identifier.";
+            readonly description: "Stable saved object identifier.";
         }];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios get 123"];
+        readonly examples: readonly ["quantbrasil watchlists get 123"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_get";
-        readonly title: "Get portfolio";
+        readonly name: "qb_watchlist_get";
+        readonly title: "Get watchlist";
     };
     readonly outputModes: readonly ["json", "human"];
 }, {
-    readonly id: "portfolios.create";
+    readonly id: "watchlists.create";
     readonly kind: "mutation";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Create a new saved portfolio for the authenticated user.";
+    readonly description: "Create a new watchlist for the authenticated user.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/create";
+        readonly path: "/api/desk/tools/watchlist/create";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioCreateRequest";
@@ -206,33 +214,33 @@ export declare const capabilityRegistry: readonly [{
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "create";
-        readonly summary: "Create a new portfolio.";
+        readonly summary: "Create a new watchlist.";
         readonly positional: readonly [{
             readonly kind: "positional";
             readonly name: "name";
             readonly type: "string";
             readonly required: true;
             readonly placeholder: "NOME";
-            readonly description: "Portfolio name to create.";
+            readonly description: "Name to save.";
         }];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios create \"Dividendos\""];
+        readonly examples: readonly ["quantbrasil watchlists create \"Dividendos\""];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_create";
-        readonly title: "Create portfolio";
+        readonly name: "qb_watchlist_create";
+        readonly title: "Create watchlist";
     };
     readonly outputModes: readonly ["json", "human"];
 }, {
-    readonly id: "portfolios.rename";
+    readonly id: "watchlists.rename";
     readonly kind: "mutation";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Rename a saved portfolio owned by the authenticated user.";
+    readonly description: "Rename a watchlist owned by the authenticated user.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/rename";
+        readonly path: "/api/desk/tools/watchlist/rename";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioRenameRequest";
@@ -240,40 +248,40 @@ export declare const capabilityRegistry: readonly [{
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "rename";
-        readonly summary: "Rename an existing portfolio.";
+        readonly summary: "Rename an existing watchlist.";
         readonly positional: readonly [{
             readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
             readonly required: true;
             readonly placeholder: "ID";
-            readonly description: "Saved portfolio identifier.";
+            readonly description: "Stable saved object identifier.";
         }, {
             readonly kind: "positional";
             readonly name: "name";
             readonly type: "string";
             readonly required: true;
             readonly placeholder: "NOME";
-            readonly description: "New portfolio name.";
+            readonly description: "Name to save.";
         }];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios rename 123 \"Longo Prazo\""];
+        readonly examples: readonly ["quantbrasil watchlists rename 123 \"Longo Prazo\""];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_rename";
-        readonly title: "Rename portfolio";
+        readonly name: "qb_watchlist_rename";
+        readonly title: "Rename watchlist";
     };
     readonly outputModes: readonly ["json", "human"];
 }, {
-    readonly id: "portfolios.add-assets";
+    readonly id: "watchlists.add-assets";
     readonly kind: "mutation";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Add one or more monitored tickers to a saved portfolio.";
+    readonly description: "Add one or more monitored tickers to a watchlist.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/add_assets";
+        readonly path: "/api/desk/tools/watchlist/add_assets";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioAddAssetsRequest";
@@ -281,16 +289,16 @@ export declare const capabilityRegistry: readonly [{
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "add-assets";
-        readonly summary: "Add monitored tickers to an existing portfolio.";
+        readonly summary: "Add monitored tickers to an existing watchlist.";
         readonly positional: readonly [{
             readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
             readonly required: true;
             readonly placeholder: "ID";
-            readonly description: "Saved portfolio identifier.";
+            readonly description: "Stable saved object identifier.";
         }, {
             readonly kind: "positional";
             readonly name: "symbols";
@@ -299,24 +307,24 @@ export declare const capabilityRegistry: readonly [{
             readonly placeholder: "TICKER";
             readonly multiple: true;
             readonly collectionFormat: "space_separated";
-            readonly description: "One or more monitored ticker symbols to add to the portfolio.";
+            readonly description: "One or more monitored ticker symbols.";
         }];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios add-assets 123 PETR4 VALE3"];
+        readonly examples: readonly ["quantbrasil watchlists add-assets 123 PETR4 VALE3"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_add_assets";
-        readonly title: "Add portfolio assets";
+        readonly name: "qb_watchlist_add_assets";
+        readonly title: "Add watchlist assets";
     };
     readonly outputModes: readonly ["json", "human"];
 }, {
-    readonly id: "portfolios.remove-assets";
+    readonly id: "watchlists.remove-assets";
     readonly kind: "mutation";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Remove one or more monitored tickers from a saved portfolio.";
+    readonly description: "Remove one or more monitored tickers from a watchlist.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/remove_assets";
+        readonly path: "/api/desk/tools/watchlist/remove_assets";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioRemoveAssetsRequest";
@@ -324,16 +332,16 @@ export declare const capabilityRegistry: readonly [{
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "remove-assets";
-        readonly summary: "Remove monitored tickers from an existing portfolio.";
+        readonly summary: "Remove monitored tickers from an existing watchlist.";
         readonly positional: readonly [{
             readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
             readonly required: true;
             readonly placeholder: "ID";
-            readonly description: "Saved portfolio identifier.";
+            readonly description: "Stable saved object identifier.";
         }, {
             readonly kind: "positional";
             readonly name: "symbols";
@@ -342,87 +350,324 @@ export declare const capabilityRegistry: readonly [{
             readonly placeholder: "TICKER";
             readonly multiple: true;
             readonly collectionFormat: "space_separated";
-            readonly description: "One or more monitored ticker symbols to remove from the portfolio.";
+            readonly description: "One or more monitored ticker symbols.";
         }];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios remove-assets 123 PETR4"];
+        readonly examples: readonly ["quantbrasil watchlists remove-assets 123 PETR4"];
+    };
+    readonly tool: {
+        readonly name: "qb_watchlist_remove_assets";
+        readonly title: "Remove watchlist assets";
+    };
+    readonly outputModes: readonly ["json", "human"];
+}, {
+    readonly id: "holdings.list";
+    readonly kind: "read";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "List holdings owned by the authenticated user.";
+    readonly http: {
+        readonly method: "GET";
+        readonly path: "/api/desk/tools/holding/list";
+        readonly inputMode: "none";
+        readonly schemas: {
+            readonly request: null;
+            readonly response: "PortfolioListResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "list";
+        readonly summary: "List holdings for investable metrics.";
+        readonly positional: readonly [];
+        readonly options: readonly [];
+        readonly examples: readonly ["quantbrasil holdings list"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_remove_assets";
-        readonly title: "Remove portfolio assets";
+        readonly name: "qb_holding_list";
+        readonly title: "List holdings";
     };
     readonly outputModes: readonly ["json", "human"];
 }, {
-    readonly id: "analytics.historical-return";
+    readonly id: "holdings.get";
     readonly kind: "read";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Calculate historical return for a saved portfolio or an ad-hoc weighted basket.";
+    readonly description: "Return one holding by id, scoped to the acting user.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/historical_return";
+        readonly path: "/api/desk/tools/holding/get";
         readonly inputMode: "json_body";
         readonly schemas: {
-            readonly request: "PortfolioHistoricalReturnRequest";
-            readonly response: "HistoricalReturnResponse";
+            readonly request: "PortfolioGetRequest";
+            readonly response: "PortfolioGetResponse";
         };
     };
     readonly cli: {
-        readonly group: "analytics";
-        readonly command: "historical-return";
-        readonly summary: "Calculate historical return for a saved portfolio or repeated --asset inputs.";
-        readonly positional: readonly [];
-        readonly options: readonly [{
-            readonly kind: "option";
-            readonly flag: "--portfolio";
+        readonly group: "holdings";
+        readonly command: "get";
+        readonly summary: "Get a holding by id.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
-            readonly required: false;
+            readonly required: true;
             readonly placeholder: "ID";
-            readonly exclusiveGroup: "source";
-            readonly description: "Saved portfolio id. Use exactly one source: --portfolio or repeated --asset.";
+            readonly description: "Stable saved object identifier.";
+        }];
+        readonly options: readonly [];
+        readonly examples: readonly ["quantbrasil holdings get 123"];
+    };
+    readonly tool: {
+        readonly name: "qb_holding_get";
+        readonly title: "Get holding";
+    };
+    readonly outputModes: readonly ["json", "human"];
+}, {
+    readonly id: "holdings.create";
+    readonly kind: "mutation";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "Create a new holding for the authenticated user.";
+    readonly http: {
+        readonly method: "POST";
+        readonly path: "/api/desk/tools/holding/create";
+        readonly inputMode: "json_body";
+        readonly schemas: {
+            readonly request: "DeskHoldingCreateRequest";
+            readonly response: "PortfolioCreateResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "create";
+        readonly summary: "Create a new holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
+            readonly name: "name";
+            readonly type: "string";
+            readonly required: true;
+            readonly placeholder: "NOME";
+            readonly description: "Name to save.";
+        }];
+        readonly options: readonly [{
+            readonly kind: "option";
+            readonly flag: "--mode";
+            readonly name: "default_allocation_input";
+            readonly type: "enum";
+            readonly required: false;
+            readonly placeholder: "target|position";
+            readonly defaultValue: "target";
+            readonly enumValues: readonly ["target", "position"];
+            readonly description: "How the holding is controlled initially: target weights or positions.";
         }, {
             readonly kind: "option";
-            readonly flag: "--asset";
-            readonly name: "assets";
+            readonly flag: "--target";
+            readonly name: "targets";
             readonly type: "string_array";
             readonly required: false;
-            readonly placeholder: "TICKER[:PESO]";
+            readonly placeholder: "TICKER:PESO";
             readonly multiple: true;
             readonly collectionFormat: "repeatable";
-            readonly exclusiveGroup: "source";
-            readonly description: "Repeatable ad-hoc asset input using TICKER[:WEIGHT_PCT], for example PRIO3:50.";
+            readonly description: "Initial target weight in TICKER:WEIGHT_PCT form.";
+        }];
+        readonly examples: readonly ["quantbrasil holdings create \"Longo Prazo\"", "quantbrasil holdings create \"Teórica\" --target PRIO3:50 --target VALE3:50", "quantbrasil holdings create \"Real\" --mode position"];
+    };
+    readonly tool: {
+        readonly name: "qb_holding_create";
+        readonly title: "Create holding";
+    };
+    readonly outputModes: readonly ["json", "human"];
+}, {
+    readonly id: "holdings.rename";
+    readonly kind: "mutation";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "Rename a holding owned by the authenticated user.";
+    readonly http: {
+        readonly method: "POST";
+        readonly path: "/api/desk/tools/holding/rename";
+        readonly inputMode: "json_body";
+        readonly schemas: {
+            readonly request: "PortfolioRenameRequest";
+            readonly response: "PortfolioMutationResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "rename";
+        readonly summary: "Rename an existing holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
+            readonly name: "portfolio_id";
+            readonly type: "integer";
+            readonly required: true;
+            readonly placeholder: "ID";
+            readonly description: "Stable saved object identifier.";
         }, {
+            readonly kind: "positional";
+            readonly name: "name";
+            readonly type: "string";
+            readonly required: true;
+            readonly placeholder: "NOME";
+            readonly description: "Name to save.";
+        }];
+        readonly options: readonly [];
+        readonly examples: readonly ["quantbrasil holdings rename 123 \"Longo Prazo\""];
+    };
+    readonly tool: {
+        readonly name: "qb_holding_rename";
+        readonly title: "Rename holding";
+    };
+    readonly outputModes: readonly ["json", "human"];
+}, {
+    readonly id: "holdings.set-targets";
+    readonly kind: "mutation";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "Set target weights for a holding owned by the authenticated user.";
+    readonly http: {
+        readonly method: "POST";
+        readonly path: "/api/desk/tools/holding/set_targets";
+        readonly inputMode: "json_body";
+        readonly schemas: {
+            readonly request: "HoldingSetTargetsRequest";
+            readonly response: "PortfolioMutationResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "set-targets";
+        readonly summary: "Set target weights for a holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
+            readonly name: "portfolio_id";
+            readonly type: "integer";
+            readonly required: true;
+            readonly placeholder: "ID";
+            readonly description: "Stable saved object identifier.";
+        }, {
+            readonly kind: "positional";
+            readonly name: "targets";
+            readonly type: "string_array";
+            readonly required: true;
+            readonly placeholder: "TICKER:PESO";
+            readonly multiple: true;
+            readonly collectionFormat: "space_separated";
+            readonly description: "One or more target weights in TICKER:WEIGHT_PCT form.";
+        }];
+        readonly options: readonly [];
+        readonly examples: readonly ["quantbrasil holdings set-targets 123 PRIO3:50 VALE3:50"];
+    };
+    readonly tool: {
+        readonly name: "qb_holding_set_targets";
+        readonly title: "Set holding target weights";
+    };
+    readonly outputModes: readonly ["json", "human"];
+}, {
+    readonly id: "holdings.set-positions";
+    readonly kind: "mutation";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "Set position quantities for a holding owned by the authenticated user.";
+    readonly http: {
+        readonly method: "POST";
+        readonly path: "/api/desk/tools/holding/set_positions";
+        readonly inputMode: "json_body";
+        readonly schemas: {
+            readonly request: "HoldingSetPositionsRequest";
+            readonly response: "PortfolioMutationResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "set-positions";
+        readonly summary: "Set position quantities for a holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
+            readonly name: "portfolio_id";
+            readonly type: "integer";
+            readonly required: true;
+            readonly placeholder: "ID";
+            readonly description: "Stable saved object identifier.";
+        }, {
+            readonly kind: "positional";
+            readonly name: "positions";
+            readonly type: "string_array";
+            readonly required: true;
+            readonly placeholder: "TICKER:QUANTIDADE";
+            readonly multiple: true;
+            readonly collectionFormat: "space_separated";
+            readonly description: "One or more position quantities in TICKER:QUANTITY form.";
+        }];
+        readonly options: readonly [];
+        readonly examples: readonly ["quantbrasil holdings set-positions 123 PRIO3:1600 BTC-USD:0.25"];
+    };
+    readonly tool: {
+        readonly name: "qb_holding_set_positions";
+        readonly title: "Set holding position quantities";
+    };
+    readonly outputModes: readonly ["json", "human"];
+}, {
+    readonly id: "holdings.historical-return";
+    readonly kind: "read";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "Calculate historical return for a holding.";
+    readonly http: {
+        readonly method: "POST";
+        readonly path: "/api/desk/tools/holding/historical_return";
+        readonly inputMode: "json_body";
+        readonly schemas: {
+            readonly request: "PortfolioHistoricalReturnRequest";
+            readonly response: "HistoricalReturnResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "historical-return";
+        readonly summary: "Calculate historical return for a saved holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
+            readonly name: "portfolio_id";
+            readonly type: "integer";
+            readonly required: true;
+            readonly placeholder: "ID";
+            readonly description: "Stable saved object identifier.";
+        }];
+        readonly options: readonly [{
             readonly kind: "option";
             readonly flag: "--from";
             readonly name: "start_date";
             readonly type: "string";
-            readonly required: true;
+            readonly required: false;
             readonly placeholder: "AAAA-MM-DD";
-            readonly description: "Inclusive start date in ISO format.";
+            readonly description: "Inclusive start date in ISO format. Use with --to, or use --period.";
         }, {
             readonly kind: "option";
             readonly flag: "--to";
             readonly name: "end_date";
             readonly type: "string";
-            readonly required: true;
+            readonly required: false;
             readonly placeholder: "AAAA-MM-DD";
-            readonly description: "Inclusive end date in ISO format.";
+            readonly description: "Inclusive end date in ISO format. Use with --from, or use --period.";
+        }, {
+            readonly kind: "option";
+            readonly flag: "--period";
+            readonly name: "period";
+            readonly type: "string";
+            readonly required: false;
+            readonly placeholder: "PERIODO";
+            readonly description: "Lookback period such as 1y, 3y, 5y, or 6m. Mutually exclusive with --from/--to.";
         }];
-        readonly examples: readonly ["quantbrasil analytics historical-return --portfolio 123 --from 2024-01-01 --to 2025-01-01", "quantbrasil analytics historical-return --asset PRIO3:50 --asset VALE3:50 --from 2021-01-01 --to 2025-01-01"];
+        readonly examples: readonly ["quantbrasil holdings historical-return 123 --from 2024-01-01 --to 2025-01-01", "quantbrasil holdings historical-return 123 --period 1y"];
     };
     readonly tool: {
-        readonly name: "qb_historical_return";
-        readonly title: "Calculate historical return";
+        readonly name: "qb_holding_historical_return";
+        readonly title: "Calculate holding historical return";
     };
     readonly outputModes: readonly ["json", "human"];
 }, {
-    readonly id: "analytics.beta";
+    readonly id: "holdings.beta";
     readonly kind: "read";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Calculate portfolio beta against IBOV for a saved portfolio or an ad-hoc basket.";
+    readonly description: "Calculate holding beta against IBOV.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/beta";
+        readonly path: "/api/desk/tools/holding/beta";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioBetaRequest";
@@ -430,31 +675,18 @@ export declare const capabilityRegistry: readonly [{
         };
     };
     readonly cli: {
-        readonly group: "analytics";
+        readonly group: "holdings";
         readonly command: "beta";
-        readonly summary: "Calculate portfolio beta against IBOV.";
-        readonly positional: readonly [];
-        readonly options: readonly [{
-            readonly kind: "option";
-            readonly flag: "--portfolio";
+        readonly summary: "Calculate holding beta against IBOV.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
-            readonly required: false;
+            readonly required: true;
             readonly placeholder: "ID";
-            readonly exclusiveGroup: "source";
-            readonly description: "Saved portfolio id. Use exactly one source: --portfolio or repeated --asset.";
-        }, {
-            readonly kind: "option";
-            readonly flag: "--asset";
-            readonly name: "assets";
-            readonly type: "string_array";
-            readonly required: false;
-            readonly placeholder: "TICKER[:PESO]";
-            readonly multiple: true;
-            readonly collectionFormat: "repeatable";
-            readonly exclusiveGroup: "source";
-            readonly description: "Repeatable ad-hoc asset input using TICKER[:WEIGHT_PCT], for example PETR4:120 or WINFUT:-20.";
-        }, {
+            readonly description: "Stable saved object identifier.";
+        }];
+        readonly options: readonly [{
             readonly kind: "option";
             readonly flag: "--years";
             readonly name: "years";
@@ -465,21 +697,21 @@ export declare const capabilityRegistry: readonly [{
             readonly enumValues: readonly ["1", "3", "5"];
             readonly description: "Historical lookback window in years. Accepted values: 1, 3, or 5.";
         }];
-        readonly examples: readonly ["quantbrasil analytics beta --portfolio 123 --years 3", "quantbrasil analytics beta --asset PRIO3:120 --asset WINFUT:-20 --years 1"];
+        readonly examples: readonly ["quantbrasil holdings beta 123 --years 3"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_beta";
-        readonly title: "Calculate portfolio beta";
+        readonly name: "qb_holding_beta";
+        readonly title: "Calculate holding beta";
     };
     readonly outputModes: readonly ["json", "human"];
 }, {
-    readonly id: "analytics.var";
+    readonly id: "holdings.var";
     readonly kind: "read";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Calculate one-day Value-at-Risk for a saved portfolio or an ad-hoc basket.";
+    readonly description: "Calculate one-day Value-at-Risk for a holding.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/var";
+        readonly path: "/api/desk/tools/holding/var";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioVaRRequest";
@@ -487,31 +719,18 @@ export declare const capabilityRegistry: readonly [{
         };
     };
     readonly cli: {
-        readonly group: "analytics";
+        readonly group: "holdings";
         readonly command: "var";
-        readonly summary: "Calculate one-day Value-at-Risk for a portfolio or basket.";
-        readonly positional: readonly [];
-        readonly options: readonly [{
-            readonly kind: "option";
-            readonly flag: "--portfolio";
+        readonly summary: "Calculate one-day Value-at-Risk for a holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
-            readonly required: false;
+            readonly required: true;
             readonly placeholder: "ID";
-            readonly exclusiveGroup: "source";
-            readonly description: "Saved portfolio id. Use exactly one source: --portfolio or repeated --asset.";
-        }, {
-            readonly kind: "option";
-            readonly flag: "--asset";
-            readonly name: "assets";
-            readonly type: "string_array";
-            readonly required: false;
-            readonly placeholder: "TICKER[:PESO]";
-            readonly multiple: true;
-            readonly collectionFormat: "repeatable";
-            readonly exclusiveGroup: "source";
-            readonly description: "Repeatable ad-hoc asset input using TICKER[:WEIGHT_PCT], for example PRIO3:120 or WINFUT:-20.";
-        }, {
+            readonly description: "Stable saved object identifier.";
+        }];
+        readonly options: readonly [{
             readonly kind: "option";
             readonly flag: "--years";
             readonly name: "years";
@@ -530,11 +749,11 @@ export declare const capabilityRegistry: readonly [{
             readonly defaultValue: 95;
             readonly description: "Confidence level in percent, for example 95 or 99.";
         }];
-        readonly examples: readonly ["quantbrasil analytics var --portfolio 123 --years 1 --confidence 95", "quantbrasil analytics var --asset PRIO3:50 --asset VALE3:50 --years 3 --confidence 99"];
+        readonly examples: readonly ["quantbrasil holdings var 123 --years 1 --confidence 95"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_var";
-        readonly title: "Calculate portfolio VaR";
+        readonly name: "qb_holding_var";
+        readonly title: "Calculate holding VaR";
     };
     readonly outputModes: readonly ["json", "human"];
 }];
@@ -568,8 +787,16 @@ export declare function getCapabilityById(id: CapabilityId): {
             readonly placeholder: "TIPO";
             readonly enumValues: readonly ["B3", "ETF", "ETF-US", "BDR", "Futuro", "Crypto", "S&P500"];
             readonly description: "Filter by the exact monitored asset type.";
+        }, {
+            readonly kind: "option";
+            readonly flag: "--search";
+            readonly name: "search";
+            readonly type: "string";
+            readonly required: false;
+            readonly placeholder: "TEXTO";
+            readonly description: "Filter monitored tickers by case-insensitive text.";
         }];
-        readonly examples: readonly ["quantbrasil market assets", "quantbrasil market assets --type B3"];
+        readonly examples: readonly ["quantbrasil market assets", "quantbrasil market assets --type B3", "quantbrasil market assets --search BTC"];
     };
     readonly tool: {
         readonly name: "qb_market_assets";
@@ -673,13 +900,13 @@ export declare function getCapabilityById(id: CapabilityId): {
     };
     readonly outputModes: readonly ["json", "human"];
 } | {
-    readonly id: "portfolios.list";
+    readonly id: "watchlists.list";
     readonly kind: "read";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "List every portfolio owned by the authenticated user.";
+    readonly description: "List watchlists owned by the authenticated user.";
     readonly http: {
         readonly method: "GET";
-        readonly path: "/api/desk/tools/portfolio/list";
+        readonly path: "/api/desk/tools/watchlist/list";
         readonly inputMode: "none";
         readonly schemas: {
             readonly request: null;
@@ -687,26 +914,26 @@ export declare function getCapabilityById(id: CapabilityId): {
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "list";
-        readonly summary: "List the user portfolios available in QuantBrasil.";
+        readonly summary: "List watchlists for tracking ideas and filters.";
         readonly positional: readonly [];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios list"];
+        readonly examples: readonly ["quantbrasil watchlists list"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_list";
-        readonly title: "List portfolios";
+        readonly name: "qb_watchlist_list";
+        readonly title: "List watchlists";
     };
     readonly outputModes: readonly ["json", "human"];
 } | {
-    readonly id: "portfolios.get";
+    readonly id: "watchlists.get";
     readonly kind: "read";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Return one saved portfolio by id, scoped to the acting user.";
+    readonly description: "Return one watchlist by id, scoped to the acting user.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/get";
+        readonly path: "/api/desk/tools/watchlist/get";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioGetRequest";
@@ -714,33 +941,33 @@ export declare function getCapabilityById(id: CapabilityId): {
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "get";
-        readonly summary: "Get a saved portfolio by id.";
+        readonly summary: "Get a watchlist by id.";
         readonly positional: readonly [{
             readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
             readonly required: true;
             readonly placeholder: "ID";
-            readonly description: "Saved portfolio identifier.";
+            readonly description: "Stable saved object identifier.";
         }];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios get 123"];
+        readonly examples: readonly ["quantbrasil watchlists get 123"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_get";
-        readonly title: "Get portfolio";
+        readonly name: "qb_watchlist_get";
+        readonly title: "Get watchlist";
     };
     readonly outputModes: readonly ["json", "human"];
 } | {
-    readonly id: "portfolios.create";
+    readonly id: "watchlists.create";
     readonly kind: "mutation";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Create a new saved portfolio for the authenticated user.";
+    readonly description: "Create a new watchlist for the authenticated user.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/create";
+        readonly path: "/api/desk/tools/watchlist/create";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioCreateRequest";
@@ -748,33 +975,33 @@ export declare function getCapabilityById(id: CapabilityId): {
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "create";
-        readonly summary: "Create a new portfolio.";
+        readonly summary: "Create a new watchlist.";
         readonly positional: readonly [{
             readonly kind: "positional";
             readonly name: "name";
             readonly type: "string";
             readonly required: true;
             readonly placeholder: "NOME";
-            readonly description: "Portfolio name to create.";
+            readonly description: "Name to save.";
         }];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios create \"Dividendos\""];
+        readonly examples: readonly ["quantbrasil watchlists create \"Dividendos\""];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_create";
-        readonly title: "Create portfolio";
+        readonly name: "qb_watchlist_create";
+        readonly title: "Create watchlist";
     };
     readonly outputModes: readonly ["json", "human"];
 } | {
-    readonly id: "portfolios.rename";
+    readonly id: "watchlists.rename";
     readonly kind: "mutation";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Rename a saved portfolio owned by the authenticated user.";
+    readonly description: "Rename a watchlist owned by the authenticated user.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/rename";
+        readonly path: "/api/desk/tools/watchlist/rename";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioRenameRequest";
@@ -782,40 +1009,40 @@ export declare function getCapabilityById(id: CapabilityId): {
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "rename";
-        readonly summary: "Rename an existing portfolio.";
+        readonly summary: "Rename an existing watchlist.";
         readonly positional: readonly [{
             readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
             readonly required: true;
             readonly placeholder: "ID";
-            readonly description: "Saved portfolio identifier.";
+            readonly description: "Stable saved object identifier.";
         }, {
             readonly kind: "positional";
             readonly name: "name";
             readonly type: "string";
             readonly required: true;
             readonly placeholder: "NOME";
-            readonly description: "New portfolio name.";
+            readonly description: "Name to save.";
         }];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios rename 123 \"Longo Prazo\""];
+        readonly examples: readonly ["quantbrasil watchlists rename 123 \"Longo Prazo\""];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_rename";
-        readonly title: "Rename portfolio";
+        readonly name: "qb_watchlist_rename";
+        readonly title: "Rename watchlist";
     };
     readonly outputModes: readonly ["json", "human"];
 } | {
-    readonly id: "portfolios.add-assets";
+    readonly id: "watchlists.add-assets";
     readonly kind: "mutation";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Add one or more monitored tickers to a saved portfolio.";
+    readonly description: "Add one or more monitored tickers to a watchlist.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/add_assets";
+        readonly path: "/api/desk/tools/watchlist/add_assets";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioAddAssetsRequest";
@@ -823,16 +1050,16 @@ export declare function getCapabilityById(id: CapabilityId): {
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "add-assets";
-        readonly summary: "Add monitored tickers to an existing portfolio.";
+        readonly summary: "Add monitored tickers to an existing watchlist.";
         readonly positional: readonly [{
             readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
             readonly required: true;
             readonly placeholder: "ID";
-            readonly description: "Saved portfolio identifier.";
+            readonly description: "Stable saved object identifier.";
         }, {
             readonly kind: "positional";
             readonly name: "symbols";
@@ -841,24 +1068,24 @@ export declare function getCapabilityById(id: CapabilityId): {
             readonly placeholder: "TICKER";
             readonly multiple: true;
             readonly collectionFormat: "space_separated";
-            readonly description: "One or more monitored ticker symbols to add to the portfolio.";
+            readonly description: "One or more monitored ticker symbols.";
         }];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios add-assets 123 PETR4 VALE3"];
+        readonly examples: readonly ["quantbrasil watchlists add-assets 123 PETR4 VALE3"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_add_assets";
-        readonly title: "Add portfolio assets";
+        readonly name: "qb_watchlist_add_assets";
+        readonly title: "Add watchlist assets";
     };
     readonly outputModes: readonly ["json", "human"];
 } | {
-    readonly id: "portfolios.remove-assets";
+    readonly id: "watchlists.remove-assets";
     readonly kind: "mutation";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Remove one or more monitored tickers from a saved portfolio.";
+    readonly description: "Remove one or more monitored tickers from a watchlist.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/remove_assets";
+        readonly path: "/api/desk/tools/watchlist/remove_assets";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioRemoveAssetsRequest";
@@ -866,16 +1093,16 @@ export declare function getCapabilityById(id: CapabilityId): {
         };
     };
     readonly cli: {
-        readonly group: "portfolios";
+        readonly group: "watchlists";
         readonly command: "remove-assets";
-        readonly summary: "Remove monitored tickers from an existing portfolio.";
+        readonly summary: "Remove monitored tickers from an existing watchlist.";
         readonly positional: readonly [{
             readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
             readonly required: true;
             readonly placeholder: "ID";
-            readonly description: "Saved portfolio identifier.";
+            readonly description: "Stable saved object identifier.";
         }, {
             readonly kind: "positional";
             readonly name: "symbols";
@@ -884,87 +1111,324 @@ export declare function getCapabilityById(id: CapabilityId): {
             readonly placeholder: "TICKER";
             readonly multiple: true;
             readonly collectionFormat: "space_separated";
-            readonly description: "One or more monitored ticker symbols to remove from the portfolio.";
+            readonly description: "One or more monitored ticker symbols.";
         }];
         readonly options: readonly [];
-        readonly examples: readonly ["quantbrasil portfolios remove-assets 123 PETR4"];
+        readonly examples: readonly ["quantbrasil watchlists remove-assets 123 PETR4"];
+    };
+    readonly tool: {
+        readonly name: "qb_watchlist_remove_assets";
+        readonly title: "Remove watchlist assets";
+    };
+    readonly outputModes: readonly ["json", "human"];
+} | {
+    readonly id: "holdings.list";
+    readonly kind: "read";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "List holdings owned by the authenticated user.";
+    readonly http: {
+        readonly method: "GET";
+        readonly path: "/api/desk/tools/holding/list";
+        readonly inputMode: "none";
+        readonly schemas: {
+            readonly request: null;
+            readonly response: "PortfolioListResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "list";
+        readonly summary: "List holdings for investable metrics.";
+        readonly positional: readonly [];
+        readonly options: readonly [];
+        readonly examples: readonly ["quantbrasil holdings list"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_remove_assets";
-        readonly title: "Remove portfolio assets";
+        readonly name: "qb_holding_list";
+        readonly title: "List holdings";
     };
     readonly outputModes: readonly ["json", "human"];
 } | {
-    readonly id: "analytics.historical-return";
+    readonly id: "holdings.get";
     readonly kind: "read";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Calculate historical return for a saved portfolio or an ad-hoc weighted basket.";
+    readonly description: "Return one holding by id, scoped to the acting user.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/historical_return";
+        readonly path: "/api/desk/tools/holding/get";
         readonly inputMode: "json_body";
         readonly schemas: {
-            readonly request: "PortfolioHistoricalReturnRequest";
-            readonly response: "HistoricalReturnResponse";
+            readonly request: "PortfolioGetRequest";
+            readonly response: "PortfolioGetResponse";
         };
     };
     readonly cli: {
-        readonly group: "analytics";
-        readonly command: "historical-return";
-        readonly summary: "Calculate historical return for a saved portfolio or repeated --asset inputs.";
-        readonly positional: readonly [];
-        readonly options: readonly [{
-            readonly kind: "option";
-            readonly flag: "--portfolio";
+        readonly group: "holdings";
+        readonly command: "get";
+        readonly summary: "Get a holding by id.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
-            readonly required: false;
+            readonly required: true;
             readonly placeholder: "ID";
-            readonly exclusiveGroup: "source";
-            readonly description: "Saved portfolio id. Use exactly one source: --portfolio or repeated --asset.";
+            readonly description: "Stable saved object identifier.";
+        }];
+        readonly options: readonly [];
+        readonly examples: readonly ["quantbrasil holdings get 123"];
+    };
+    readonly tool: {
+        readonly name: "qb_holding_get";
+        readonly title: "Get holding";
+    };
+    readonly outputModes: readonly ["json", "human"];
+} | {
+    readonly id: "holdings.create";
+    readonly kind: "mutation";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "Create a new holding for the authenticated user.";
+    readonly http: {
+        readonly method: "POST";
+        readonly path: "/api/desk/tools/holding/create";
+        readonly inputMode: "json_body";
+        readonly schemas: {
+            readonly request: "DeskHoldingCreateRequest";
+            readonly response: "PortfolioCreateResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "create";
+        readonly summary: "Create a new holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
+            readonly name: "name";
+            readonly type: "string";
+            readonly required: true;
+            readonly placeholder: "NOME";
+            readonly description: "Name to save.";
+        }];
+        readonly options: readonly [{
+            readonly kind: "option";
+            readonly flag: "--mode";
+            readonly name: "default_allocation_input";
+            readonly type: "enum";
+            readonly required: false;
+            readonly placeholder: "target|position";
+            readonly defaultValue: "target";
+            readonly enumValues: readonly ["target", "position"];
+            readonly description: "How the holding is controlled initially: target weights or positions.";
         }, {
             readonly kind: "option";
-            readonly flag: "--asset";
-            readonly name: "assets";
+            readonly flag: "--target";
+            readonly name: "targets";
             readonly type: "string_array";
             readonly required: false;
-            readonly placeholder: "TICKER[:PESO]";
+            readonly placeholder: "TICKER:PESO";
             readonly multiple: true;
             readonly collectionFormat: "repeatable";
-            readonly exclusiveGroup: "source";
-            readonly description: "Repeatable ad-hoc asset input using TICKER[:WEIGHT_PCT], for example PRIO3:50.";
+            readonly description: "Initial target weight in TICKER:WEIGHT_PCT form.";
+        }];
+        readonly examples: readonly ["quantbrasil holdings create \"Longo Prazo\"", "quantbrasil holdings create \"Teórica\" --target PRIO3:50 --target VALE3:50", "quantbrasil holdings create \"Real\" --mode position"];
+    };
+    readonly tool: {
+        readonly name: "qb_holding_create";
+        readonly title: "Create holding";
+    };
+    readonly outputModes: readonly ["json", "human"];
+} | {
+    readonly id: "holdings.rename";
+    readonly kind: "mutation";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "Rename a holding owned by the authenticated user.";
+    readonly http: {
+        readonly method: "POST";
+        readonly path: "/api/desk/tools/holding/rename";
+        readonly inputMode: "json_body";
+        readonly schemas: {
+            readonly request: "PortfolioRenameRequest";
+            readonly response: "PortfolioMutationResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "rename";
+        readonly summary: "Rename an existing holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
+            readonly name: "portfolio_id";
+            readonly type: "integer";
+            readonly required: true;
+            readonly placeholder: "ID";
+            readonly description: "Stable saved object identifier.";
         }, {
+            readonly kind: "positional";
+            readonly name: "name";
+            readonly type: "string";
+            readonly required: true;
+            readonly placeholder: "NOME";
+            readonly description: "Name to save.";
+        }];
+        readonly options: readonly [];
+        readonly examples: readonly ["quantbrasil holdings rename 123 \"Longo Prazo\""];
+    };
+    readonly tool: {
+        readonly name: "qb_holding_rename";
+        readonly title: "Rename holding";
+    };
+    readonly outputModes: readonly ["json", "human"];
+} | {
+    readonly id: "holdings.set-targets";
+    readonly kind: "mutation";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "Set target weights for a holding owned by the authenticated user.";
+    readonly http: {
+        readonly method: "POST";
+        readonly path: "/api/desk/tools/holding/set_targets";
+        readonly inputMode: "json_body";
+        readonly schemas: {
+            readonly request: "HoldingSetTargetsRequest";
+            readonly response: "PortfolioMutationResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "set-targets";
+        readonly summary: "Set target weights for a holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
+            readonly name: "portfolio_id";
+            readonly type: "integer";
+            readonly required: true;
+            readonly placeholder: "ID";
+            readonly description: "Stable saved object identifier.";
+        }, {
+            readonly kind: "positional";
+            readonly name: "targets";
+            readonly type: "string_array";
+            readonly required: true;
+            readonly placeholder: "TICKER:PESO";
+            readonly multiple: true;
+            readonly collectionFormat: "space_separated";
+            readonly description: "One or more target weights in TICKER:WEIGHT_PCT form.";
+        }];
+        readonly options: readonly [];
+        readonly examples: readonly ["quantbrasil holdings set-targets 123 PRIO3:50 VALE3:50"];
+    };
+    readonly tool: {
+        readonly name: "qb_holding_set_targets";
+        readonly title: "Set holding target weights";
+    };
+    readonly outputModes: readonly ["json", "human"];
+} | {
+    readonly id: "holdings.set-positions";
+    readonly kind: "mutation";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "Set position quantities for a holding owned by the authenticated user.";
+    readonly http: {
+        readonly method: "POST";
+        readonly path: "/api/desk/tools/holding/set_positions";
+        readonly inputMode: "json_body";
+        readonly schemas: {
+            readonly request: "HoldingSetPositionsRequest";
+            readonly response: "PortfolioMutationResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "set-positions";
+        readonly summary: "Set position quantities for a holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
+            readonly name: "portfolio_id";
+            readonly type: "integer";
+            readonly required: true;
+            readonly placeholder: "ID";
+            readonly description: "Stable saved object identifier.";
+        }, {
+            readonly kind: "positional";
+            readonly name: "positions";
+            readonly type: "string_array";
+            readonly required: true;
+            readonly placeholder: "TICKER:QUANTIDADE";
+            readonly multiple: true;
+            readonly collectionFormat: "space_separated";
+            readonly description: "One or more position quantities in TICKER:QUANTITY form.";
+        }];
+        readonly options: readonly [];
+        readonly examples: readonly ["quantbrasil holdings set-positions 123 PRIO3:1600 BTC-USD:0.25"];
+    };
+    readonly tool: {
+        readonly name: "qb_holding_set_positions";
+        readonly title: "Set holding position quantities";
+    };
+    readonly outputModes: readonly ["json", "human"];
+} | {
+    readonly id: "holdings.historical-return";
+    readonly kind: "read";
+    readonly visibility: readonly ["cli", "opencode"];
+    readonly description: "Calculate historical return for a holding.";
+    readonly http: {
+        readonly method: "POST";
+        readonly path: "/api/desk/tools/holding/historical_return";
+        readonly inputMode: "json_body";
+        readonly schemas: {
+            readonly request: "PortfolioHistoricalReturnRequest";
+            readonly response: "HistoricalReturnResponse";
+        };
+    };
+    readonly cli: {
+        readonly group: "holdings";
+        readonly command: "historical-return";
+        readonly summary: "Calculate historical return for a saved holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
+            readonly name: "portfolio_id";
+            readonly type: "integer";
+            readonly required: true;
+            readonly placeholder: "ID";
+            readonly description: "Stable saved object identifier.";
+        }];
+        readonly options: readonly [{
             readonly kind: "option";
             readonly flag: "--from";
             readonly name: "start_date";
             readonly type: "string";
-            readonly required: true;
+            readonly required: false;
             readonly placeholder: "AAAA-MM-DD";
-            readonly description: "Inclusive start date in ISO format.";
+            readonly description: "Inclusive start date in ISO format. Use with --to, or use --period.";
         }, {
             readonly kind: "option";
             readonly flag: "--to";
             readonly name: "end_date";
             readonly type: "string";
-            readonly required: true;
+            readonly required: false;
             readonly placeholder: "AAAA-MM-DD";
-            readonly description: "Inclusive end date in ISO format.";
+            readonly description: "Inclusive end date in ISO format. Use with --from, or use --period.";
+        }, {
+            readonly kind: "option";
+            readonly flag: "--period";
+            readonly name: "period";
+            readonly type: "string";
+            readonly required: false;
+            readonly placeholder: "PERIODO";
+            readonly description: "Lookback period such as 1y, 3y, 5y, or 6m. Mutually exclusive with --from/--to.";
         }];
-        readonly examples: readonly ["quantbrasil analytics historical-return --portfolio 123 --from 2024-01-01 --to 2025-01-01", "quantbrasil analytics historical-return --asset PRIO3:50 --asset VALE3:50 --from 2021-01-01 --to 2025-01-01"];
+        readonly examples: readonly ["quantbrasil holdings historical-return 123 --from 2024-01-01 --to 2025-01-01", "quantbrasil holdings historical-return 123 --period 1y"];
     };
     readonly tool: {
-        readonly name: "qb_historical_return";
-        readonly title: "Calculate historical return";
+        readonly name: "qb_holding_historical_return";
+        readonly title: "Calculate holding historical return";
     };
     readonly outputModes: readonly ["json", "human"];
 } | {
-    readonly id: "analytics.beta";
+    readonly id: "holdings.beta";
     readonly kind: "read";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Calculate portfolio beta against IBOV for a saved portfolio or an ad-hoc basket.";
+    readonly description: "Calculate holding beta against IBOV.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/beta";
+        readonly path: "/api/desk/tools/holding/beta";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioBetaRequest";
@@ -972,31 +1436,18 @@ export declare function getCapabilityById(id: CapabilityId): {
         };
     };
     readonly cli: {
-        readonly group: "analytics";
+        readonly group: "holdings";
         readonly command: "beta";
-        readonly summary: "Calculate portfolio beta against IBOV.";
-        readonly positional: readonly [];
-        readonly options: readonly [{
-            readonly kind: "option";
-            readonly flag: "--portfolio";
+        readonly summary: "Calculate holding beta against IBOV.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
-            readonly required: false;
+            readonly required: true;
             readonly placeholder: "ID";
-            readonly exclusiveGroup: "source";
-            readonly description: "Saved portfolio id. Use exactly one source: --portfolio or repeated --asset.";
-        }, {
-            readonly kind: "option";
-            readonly flag: "--asset";
-            readonly name: "assets";
-            readonly type: "string_array";
-            readonly required: false;
-            readonly placeholder: "TICKER[:PESO]";
-            readonly multiple: true;
-            readonly collectionFormat: "repeatable";
-            readonly exclusiveGroup: "source";
-            readonly description: "Repeatable ad-hoc asset input using TICKER[:WEIGHT_PCT], for example PETR4:120 or WINFUT:-20.";
-        }, {
+            readonly description: "Stable saved object identifier.";
+        }];
+        readonly options: readonly [{
             readonly kind: "option";
             readonly flag: "--years";
             readonly name: "years";
@@ -1007,21 +1458,21 @@ export declare function getCapabilityById(id: CapabilityId): {
             readonly enumValues: readonly ["1", "3", "5"];
             readonly description: "Historical lookback window in years. Accepted values: 1, 3, or 5.";
         }];
-        readonly examples: readonly ["quantbrasil analytics beta --portfolio 123 --years 3", "quantbrasil analytics beta --asset PRIO3:120 --asset WINFUT:-20 --years 1"];
+        readonly examples: readonly ["quantbrasil holdings beta 123 --years 3"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_beta";
-        readonly title: "Calculate portfolio beta";
+        readonly name: "qb_holding_beta";
+        readonly title: "Calculate holding beta";
     };
     readonly outputModes: readonly ["json", "human"];
 } | {
-    readonly id: "analytics.var";
+    readonly id: "holdings.var";
     readonly kind: "read";
     readonly visibility: readonly ["cli", "opencode"];
-    readonly description: "Calculate one-day Value-at-Risk for a saved portfolio or an ad-hoc basket.";
+    readonly description: "Calculate one-day Value-at-Risk for a holding.";
     readonly http: {
         readonly method: "POST";
-        readonly path: "/api/desk/tools/portfolio/var";
+        readonly path: "/api/desk/tools/holding/var";
         readonly inputMode: "json_body";
         readonly schemas: {
             readonly request: "PortfolioVaRRequest";
@@ -1029,31 +1480,18 @@ export declare function getCapabilityById(id: CapabilityId): {
         };
     };
     readonly cli: {
-        readonly group: "analytics";
+        readonly group: "holdings";
         readonly command: "var";
-        readonly summary: "Calculate one-day Value-at-Risk for a portfolio or basket.";
-        readonly positional: readonly [];
-        readonly options: readonly [{
-            readonly kind: "option";
-            readonly flag: "--portfolio";
+        readonly summary: "Calculate one-day Value-at-Risk for a holding.";
+        readonly positional: readonly [{
+            readonly kind: "positional";
             readonly name: "portfolio_id";
             readonly type: "integer";
-            readonly required: false;
+            readonly required: true;
             readonly placeholder: "ID";
-            readonly exclusiveGroup: "source";
-            readonly description: "Saved portfolio id. Use exactly one source: --portfolio or repeated --asset.";
-        }, {
-            readonly kind: "option";
-            readonly flag: "--asset";
-            readonly name: "assets";
-            readonly type: "string_array";
-            readonly required: false;
-            readonly placeholder: "TICKER[:PESO]";
-            readonly multiple: true;
-            readonly collectionFormat: "repeatable";
-            readonly exclusiveGroup: "source";
-            readonly description: "Repeatable ad-hoc asset input using TICKER[:WEIGHT_PCT], for example PRIO3:120 or WINFUT:-20.";
-        }, {
+            readonly description: "Stable saved object identifier.";
+        }];
+        readonly options: readonly [{
             readonly kind: "option";
             readonly flag: "--years";
             readonly name: "years";
@@ -1072,11 +1510,11 @@ export declare function getCapabilityById(id: CapabilityId): {
             readonly defaultValue: 95;
             readonly description: "Confidence level in percent, for example 95 or 99.";
         }];
-        readonly examples: readonly ["quantbrasil analytics var --portfolio 123 --years 1 --confidence 95", "quantbrasil analytics var --asset PRIO3:50 --asset VALE3:50 --years 3 --confidence 99"];
+        readonly examples: readonly ["quantbrasil holdings var 123 --years 1 --confidence 95"];
     };
     readonly tool: {
-        readonly name: "qb_portfolio_var";
-        readonly title: "Calculate portfolio VaR";
+        readonly name: "qb_holding_var";
+        readonly title: "Calculate holding VaR";
     };
     readonly outputModes: readonly ["json", "human"];
 };