@quantbrasil/cli 0.1.0-beta.4 → 0.1.0-beta.6

package/README.md

@@ -29,6 +29,7 @@ that file only exists inside this package.
 ```bash
 # from monorepo/packages/cli
 node ./bin/quantbrasil.js auth login --api-key qb_live_<id>.<secret>
+node ./bin/quantbrasil.js whoami
 node ./bin/quantbrasil.js skills install --all
 node ./bin/quantbrasil.js --status
 node ./bin/quantbrasil.js auth logout
@@ -48,6 +49,7 @@ compatible local or staging backend.
 ```bash
 quantbrasil market assets
 quantbrasil market assets --type B3
+quantbrasil market assets --search BTC
 quantbrasil market assets --json
 quantbrasil market price PETR4
 quantbrasil market price PETR4 --date 2026-04-10
@@ -65,7 +67,9 @@ quantbrasil holdings create "Longo Prazo"
 quantbrasil holdings create "Longo Prazo" --target PETR4:50 --target VALE3:50
 quantbrasil holdings create "Carteira Real" --mode position
 quantbrasil holdings set-targets 182 PETR4:50 VALE3:50
+quantbrasil holdings set-positions 182 PRIO3:1600 BTC-USD:0.25 QQQ:10
 quantbrasil holdings historical-return 182 --from 2025-01-01 --to 2026-01-01
+quantbrasil holdings historical-return 182 --period 1y
 quantbrasil holdings beta 182 --years 3
 quantbrasil holdings var 182 --years 1 --confidence 95
 ```

package/dist/cli/client.js

@@ -80,6 +80,7 @@ function resolveErrorDetail(payload) {
     }
     const detail = payload.detail;
     const message = payload.message;
+    const error = payload.error;
     if (typeof detail === "string" && detail.trim()) {
         return detail;
     }
@@ -94,6 +95,9 @@ function resolveErrorDetail(payload) {
     if (typeof message === "string" && message.trim()) {
         return message;
     }
+    if (typeof error === "string" && error.trim()) {
+        return error;
+    }
     return null;
 }
 function formatValidationDetail(value) {

package/dist/cli/index.d.ts

@@ -2,7 +2,7 @@ import { Command } from "commander";
 import { type CapabilitiesCommandIO, runCapabilitiesCommand } from "../commands/capabilities.js";
 import { runMarketAssetsCommand, runMarketPriceCommand } from "../commands/market.js";
 import { runInitCommand } from "../commands/init.js";
-import { runHoldingCreateCommand, runHoldingBetaCommand, runHoldingGetCommand, runHoldingHistoricalReturnCommand, runHoldingListCommand, runHoldingRenameCommand, runHoldingSetTargetsCommand, runHoldingVarCommand, runWatchlistAddAssetsCommand, runWatchlistCreateCommand, runWatchlistGetCommand, runWatchlistListCommand, runWatchlistRemoveAssetsCommand, runWatchlistRenameCommand } from "../commands/portfolios.js";
+import { runHoldingCreateCommand, runHoldingBetaCommand, runHoldingGetCommand, runHoldingHistoricalReturnCommand, runHoldingListCommand, runHoldingRenameCommand, runHoldingSetPositionsCommand, runHoldingSetTargetsCommand, runHoldingVarCommand, runWatchlistAddAssetsCommand, runWatchlistCreateCommand, runWatchlistGetCommand, runWatchlistListCommand, runWatchlistRemoveAssetsCommand, runWatchlistRenameCommand } from "../commands/portfolios.js";
 import { runSkillsInstallCommand } from "../commands/skills.js";
 import { runStatusCommand } from "../commands/status.js";
 import { type TerminalWriter } from "./terminal.js";
@@ -11,6 +11,7 @@ export interface CliProgramOptions {
     env?: NodeJS.ProcessEnv;
     fetch?: typeof fetch;
     prompt?: (promptLabel: string) => Promise<string>;
+    now?: Date;
     stderr?: TerminalWriter;
     suppressCommanderErrors?: boolean;
 }
@@ -19,11 +20,11 @@ export interface CliRunOptions extends CliProgramOptions {
 }
 export declare function createCliProgram(options?: CliProgramOptions): Command;
 export declare function run(argv?: string[], options?: CliRunOptions): Promise<void>;
-export { runAuthLoginCommand, runAuthLogoutCommand } from "../commands/auth.js";
+export { runAuthLoginCommand, runAuthLogoutCommand, runAuthWhoamiCommand, } from "../commands/auth.js";
 export { runAssetOverviewCommand } from "../commands/assets.js";
 export { runCapabilitiesCommand, runStatusCommand };
 export { runInitCommand };
 export { runMarketAssetsCommand, runMarketPriceCommand };
-export { runHoldingBetaCommand, runHoldingCreateCommand, runHoldingGetCommand, runHoldingHistoricalReturnCommand, runHoldingListCommand, runHoldingRenameCommand, runHoldingSetTargetsCommand, runHoldingVarCommand, runWatchlistAddAssetsCommand, runWatchlistCreateCommand, runWatchlistGetCommand, runWatchlistListCommand, runWatchlistRemoveAssetsCommand, runWatchlistRenameCommand, };
+export { runHoldingBetaCommand, runHoldingCreateCommand, runHoldingGetCommand, runHoldingHistoricalReturnCommand, runHoldingListCommand, runHoldingRenameCommand, runHoldingSetPositionsCommand, runHoldingSetTargetsCommand, runHoldingVarCommand, runWatchlistAddAssetsCommand, runWatchlistCreateCommand, runWatchlistGetCommand, runWatchlistListCommand, runWatchlistRemoveAssetsCommand, runWatchlistRenameCommand, };
 export { runSkillsInstallCommand };
 //# sourceMappingURL=index.d.ts.map

package/dist/cli/index.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../src/cli/index.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,OAAO,EAAE,MAAM,WAAW,CAAC;AAUpC,OAAO,EACL,KAAK,qBAAqB,EAE1B,sBAAsB,EACvB,MAAM,6BAA6B,CAAC;AACrC,OAAO,EAGL,sBAAsB,EACtB,qBAAqB,EACtB,MAAM,uBAAuB,CAAC;AAC/B,OAAO,EAGL,cAAc,EACf,MAAM,qBAAqB,CAAC;AAC7B,OAAO,EAGL,uBAAuB,EACvB,qBAAqB,EACrB,oBAAoB,EACpB,iCAAiC,EACjC,qBAAqB,EACrB,uBAAuB,EACvB,6BAA6B,EAC7B,2BAA2B,EAC3B,oBAAoB,EACpB,4BAA4B,EAC5B,yBAAyB,EACzB,sBAAsB,EACtB,uBAAuB,EACvB,+BAA+B,EAC/B,yBAAyB,EAC1B,MAAM,2BAA2B,CAAC;AACnC,OAAO,EAGL,uBAAuB,EACxB,MAAM,uBAAuB,CAAC;AAC/B,OAAO,EAGL,gBAAgB,EACjB,MAAM,uBAAuB,CAAC;AAO/B,OAAO,EAAqB,KAAK,cAAc,EAAE,MAAM,eAAe,CAAC;AAQvE,MAAM,WAAW,iBAAiB;IAChC,EAAE,CAAC,EAAE,qBAAqB,CAAC;IAC3B,GAAG,CAAC,EAAE,MAAM,CAAC,UAAU,CAAC;IACxB,KAAK,CAAC,EAAE,OAAO,KAAK,CAAC;IACrB,MAAM,CAAC,EAAE,CAAC,WAAW,EAAE,MAAM,KAAK,OAAO,CAAC,MAAM,CAAC,CAAC;IAClD,GAAG,CAAC,EAAE,IAAI,CAAC;IACX,MAAM,CAAC,EAAE,cAAc,CAAC;IACxB,uBAAuB,CAAC,EAAE,OAAO,CAAC;CACnC;AAED,MAAM,WAAW,aAAc,SAAQ,iBAAiB;IACtD,MAAM,CAAC,EAAE,cAAc,CAAC;CACzB;AAED,wBAAgB,gBAAgB,CAAC,OAAO,GAAE,iBAAsB,GAAG,OAAO,CA2DzE;AAeD,wBAAsB,GAAG,CACvB,IAAI,WAAe,EACnB,OAAO,GAAE,aAAkB,GAC1B,OAAO,CAAC,IAAI,CAAC,CA8Bf;AAoCD,OAAO,EACL,mBAAmB,EACnB,oBAAoB,EACpB,oBAAoB,GACrB,MAAM,qBAAqB,CAAC;AAC7B,OAAO,EAAE,uBAAuB,EAAE,MAAM,uBAAuB,CAAC;AAChE,OAAO,EAAE,sBAAsB,EAAE,gBAAgB,EAAE,CAAC;AACpD,OAAO,EAAE,cAAc,EAAE,CAAC;AAC1B,OAAO,EAAE,sBAAsB,EAAE,qBAAqB,EAAE,CAAC;AACzD,OAAO,EACL,qBAAqB,EACrB,uBAAuB,EACvB,oBAAoB,EACpB,iCAAiC,EACjC,qBAAqB,EACrB,uBAAuB,EACvB,6BAA6B,EAC7B,2BAA2B,EAC3B,oBAAoB,EACpB,4BAA4B,EAC5B,yBAAyB,EACzB,sBAAsB,EACtB,uBAAuB,EACvB,+BAA+B,EAC/B,yBAAyB,GAC1B,CAAC;AACF,OAAO,EAAE,uBAAuB,EAAE,CAAC"}

package/dist/cli/index.js

@@ -1,11 +1,11 @@
 import { createRequire } from "node:module";
 import { Command } from "commander";
 import { registerAssetsCommands, } from "../commands/assets.js";
-import { registerAuthCommands, } from "../commands/auth.js";
+import { registerAuthCommands, runAuthWhoamiCommand, } from "../commands/auth.js";
 import { registerCapabilitiesCommand, runCapabilitiesCommand, } from "../commands/capabilities.js";
 import { registerMarketCommands, runMarketAssetsCommand, runMarketPriceCommand, } from "../commands/market.js";
 import { registerInitCommand, runInitCommand, } from "../commands/init.js";
-import { registerPortfoliosCommands, runHoldingCreateCommand, runHoldingBetaCommand, runHoldingGetCommand, runHoldingHistoricalReturnCommand, runHoldingListCommand, runHoldingRenameCommand, runHoldingSetTargetsCommand, runHoldingVarCommand, runWatchlistAddAssetsCommand, runWatchlistCreateCommand, runWatchlistGetCommand, runWatchlistListCommand, runWatchlistRemoveAssetsCommand, runWatchlistRenameCommand, } from "../commands/portfolios.js";
+import { registerPortfoliosCommands, runHoldingCreateCommand, runHoldingBetaCommand, runHoldingGetCommand, runHoldingHistoricalReturnCommand, runHoldingListCommand, runHoldingRenameCommand, runHoldingSetPositionsCommand, runHoldingSetTargetsCommand, runHoldingVarCommand, runWatchlistAddAssetsCommand, runWatchlistCreateCommand, runWatchlistGetCommand, runWatchlistListCommand, runWatchlistRemoveAssetsCommand, runWatchlistRenameCommand, } from "../commands/portfolios.js";
 import { registerSkillsCommands, runSkillsInstallCommand, } from "../commands/skills.js";
 import { registerStatusFlag, runStatusCommand, } from "../commands/status.js";
 import { buildCliErrorPayload, formatCliErrorMessage, normalizeCliError, shouldEmitJsonError, } from "./errors.js";
@@ -40,6 +40,7 @@ export function createCliProgram(options = {}) {
         io: options.io,
         env: options.env,
         fetch: options.fetch,
+        now: options.now,
     };
     const skillsContext = {
         io: options.io,
@@ -59,6 +60,7 @@ export function createCliProgram(options = {}) {
     configureCommanderOutput(program, options);
     registerCapabilitiesCommand(program, options.io);
     registerAuthCommands(program, authContext);
+    registerWhoamiCommand(program, authContext);
     registerAssetsCommands(program, assetsContext);
     registerInitCommand(program, initContext);
     registerMarketCommands(program, marketContext);
@@ -67,6 +69,15 @@ export function createCliProgram(options = {}) {
     registerStatusFlag(program, statusContext);
     return program;
 }
+function registerWhoamiCommand(program, context) {
+    program
+        .command("whoami")
+        .description("Show the authenticated QuantBrasil user")
+        .option("--json", "Show JSON output")
+        .action(async (options) => {
+        await runAuthWhoamiCommand(options, context);
+    });
+}
 export async function run(argv = process.argv, options = {}) {
     const emitJsonError = shouldEmitJsonError(argv);
     const program = createCliProgram({
@@ -115,10 +126,10 @@ function isCommanderDisplayExit(error) {
     return (error.code === "commander.helpDisplayed" ||
         error.code === "commander.version");
 }
-export { runAuthLoginCommand, runAuthLogoutCommand } from "../commands/auth.js";
+export { runAuthLoginCommand, runAuthLogoutCommand, runAuthWhoamiCommand, } from "../commands/auth.js";
 export { runAssetOverviewCommand } from "../commands/assets.js";
 export { runCapabilitiesCommand, runStatusCommand };
 export { runInitCommand };
 export { runMarketAssetsCommand, runMarketPriceCommand };
-export { runHoldingBetaCommand, runHoldingCreateCommand, runHoldingGetCommand, runHoldingHistoricalReturnCommand, runHoldingListCommand, runHoldingRenameCommand, runHoldingSetTargetsCommand, runHoldingVarCommand, runWatchlistAddAssetsCommand, runWatchlistCreateCommand, runWatchlistGetCommand, runWatchlistListCommand, runWatchlistRemoveAssetsCommand, runWatchlistRenameCommand, };
+export { runHoldingBetaCommand, runHoldingCreateCommand, runHoldingGetCommand, runHoldingHistoricalReturnCommand, runHoldingListCommand, runHoldingRenameCommand, runHoldingSetPositionsCommand, runHoldingSetTargetsCommand, runHoldingVarCommand, runWatchlistAddAssetsCommand, runWatchlistCreateCommand, runWatchlistGetCommand, runWatchlistListCommand, runWatchlistRemoveAssetsCommand, runWatchlistRenameCommand, };
 export { runSkillsInstallCommand };

package/dist/commands/auth.d.ts

@@ -11,7 +11,25 @@ export interface AuthCommandContext {
 export interface AuthLoginCommandOptions {
     apiKey: string;
 }
+export interface AuthWhoamiCommandOptions {
+    json?: boolean;
+}
+export interface AuthWhoamiOutput {
+    ok: true;
+    user_id: number;
+    email: string;
+    name: string;
+    is_premium: boolean;
+    auth_source: "env" | "config";
+    api_key: {
+        id: number;
+        name: string;
+        key_prefix: string;
+        scopes: string[];
+    };
+}
 export declare function registerAuthCommands(program: Command, context?: AuthCommandContext): void;
 export declare function runAuthLoginCommand(options: AuthLoginCommandOptions, context?: AuthCommandContext): Promise<void>;
 export declare function runAuthLogoutCommand(context?: AuthCommandContext): Promise<void>;
+export declare function runAuthWhoamiCommand(options?: AuthWhoamiCommandOptions, context?: AuthCommandContext): Promise<void>;
 //# sourceMappingURL=auth.d.ts.map

package/dist/commands/auth.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"auth.d.ts","sourceRoot":"","sources":["../../src/commands/auth.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,OAAO,EAAE,MAAM,WAAW,CAAC;AAIpC,OAAO,EAAuB,KAAK,cAAc,EAAE,MAAM,oBAAoB,CAAC;AAE9E,MAAM,WAAW,aAAa;IAC5B,MAAM,EAAE,cAAc,CAAC;CACxB;AAED,MAAM,WAAW,kBAAkB;IACjC,EAAE,CAAC,EAAE,aAAa,CAAC;IACnB,GAAG,CAAC,EAAE,MAAM,CAAC,UAAU,CAAC;IACxB,KAAK,CAAC,EAAE,OAAO,KAAK,CAAC;CACtB;AAED,MAAM,WAAW,uBAAuB;IACtC,MAAM,EAAE,MAAM,CAAC;CAChB;AAED,MAAM,WAAW,wBAAwB;IACvC,IAAI,CAAC,EAAE,OAAO,CAAC;CAChB;AAED,MAAM,WAAW,gBAAgB;IAC/B,EAAE,EAAE,IAAI,CAAC;IACT,OAAO,EAAE,MAAM,CAAC;IAChB,KAAK,EAAE,MAAM,CAAC;IACd,IAAI,EAAE,MAAM,CAAC;IACb,UAAU,EAAE,OAAO,CAAC;IACpB,WAAW,EAAE,KAAK,GAAG,QAAQ,CAAC;IAC9B,OAAO,EAAE;QACP,EAAE,EAAE,MAAM,CAAC;QACX,IAAI,EAAE,MAAM,CAAC;QACb,UAAU,EAAE,MAAM,CAAC;QACnB,MAAM,EAAE,MAAM,EAAE,CAAC;KAClB,CAAC;CACH;AAED,wBAAgB,oBAAoB,CAClC,OAAO,EAAE,OAAO,EAChB,OAAO,GAAE,kBAAuB,GAC/B,IAAI,CA2BN;AAED,wBAAsB,mBAAmB,CACvC,OAAO,EAAE,uBAAuB,EAChC,OAAO,GAAE,kBAAuB,GAC/B,OAAO,CAAC,IAAI,CAAC,CAoBf;AAED,wBAAsB,oBAAoB,CACxC,OAAO,GAAE,kBAAuB,GAC/B,OAAO,CAAC,IAAI,CAAC,CAiBf;AAED,wBAAsB,oBAAoB,CACxC,OAAO,GAAE,wBAA6B,EACtC,OAAO,GAAE,kBAAuB,GAC/B,OAAO,CAAC,IAAI,CAAC,CA6Bf"}

package/dist/commands/auth.js

@@ -1,4 +1,5 @@
 import { verifyCliApiKey } from "../cli/auth.js";
+import { resolveRequiredCliAuth } from "../cli/client.js";
 import { clearCliStoredAuth, saveCliApiKey } from "../cli/config.js";
 import { createTerminalTheme } from "../cli/terminal.js";
 export function registerAuthCommands(program, context = {}) {
@@ -18,6 +19,13 @@ export function registerAuthCommands(program, context = {}) {
         .action(async () => {
         await runAuthLogoutCommand(context);
     });
+    authCommand
+        .command("whoami")
+        .description("Show the authenticated QuantBrasil user")
+        .option("--json", "Show JSON output")
+        .action(async (options) => {
+        await runAuthWhoamiCommand(options, context);
+    });
 }
 export async function runAuthLoginCommand(options, context = {}) {
     const stdout = getStdout(context);
@@ -43,6 +51,47 @@ export async function runAuthLogoutCommand(context = {}) {
     }
     stdout.write(`${theme.dim(`No local API key was stored at ${configPath}.`)}\n`);
 }
+export async function runAuthWhoamiCommand(options = {}, context = {}) {
+    const stdout = getStdout(context);
+    const theme = createTerminalTheme(stdout, context.env ?? process.env);
+    const auth = await resolveRequiredCliAuth(context.env ?? process.env);
+    const verifiedAuth = await verifyCliApiKey(auth.apiKey, {
+        env: context.env,
+        fetch: context.fetch,
+    });
+    const output = {
+        ok: true,
+        user_id: verifiedAuth.userId,
+        email: verifiedAuth.email,
+        name: verifiedAuth.name,
+        is_premium: verifiedAuth.isPremium,
+        auth_source: auth.source,
+        api_key: {
+            id: verifiedAuth.apiKey.id,
+            name: verifiedAuth.apiKey.name,
+            key_prefix: verifiedAuth.apiKey.keyPrefix,
+            scopes: verifiedAuth.apiKey.scopes,
+        },
+    };
+    if (options.json) {
+        stdout.write(`${JSON.stringify(output, null, 2)}\n`);
+        return;
+    }
+    stdout.write(`${formatAuthWhoamiHuman(output, theme)}\n`);
+}
+function formatAuthWhoamiHuman(data, theme) {
+    const source = data.auth_source === "env" ? "QUANTBRASIL_API_KEY" : "local config";
+    return [
+        theme.label("QuantBrasil user"),
+        "",
+        `${theme.label("Email:")} ${theme.bold(data.email)}`,
+        `${theme.label("Name:")} ${data.name}`,
+        `${theme.label("User ID:")} ${data.user_id}`,
+        `${theme.label("Premium:")} ${data.is_premium ? "yes" : "no"}`,
+        `${theme.label("API key:")} ${data.api_key.name} ${theme.dim(`(${data.api_key.key_prefix})`)}`,
+        `${theme.label("Auth source:")} ${source}`,
+    ].join("\n");
+}
 function getStdout(context) {
     return context.io?.stdout ?? process.stdout;
 }

package/dist/commands/market.d.ts

@@ -7,6 +7,7 @@ export interface MarketCommandIO {
 }
 export interface MarketAssetsCommandOptions {
     type?: string;
+    search?: string;
     json?: boolean;
 }
 export interface MarketPriceCommandOptions {

package/dist/commands/market.d.ts.map

@@ -1 +1 @@
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package/dist/commands/market.js

@@ -10,6 +10,7 @@ export function registerMarketCommands(program, context = {}) {
         .command("assets")
         .description("List the monitored QuantBrasil asset universe")
         .option("--type <type>", `Filter by exact asset type (${monitoredAssetTypes.join(", ")})`)
+        .option("--search <text>", "Filter monitored tickers by text")
         .option("--json", "Show JSON output")
         .action(async (options) => {
         await runMarketAssetsCommand(options, context);
@@ -29,9 +30,17 @@ export async function runMarketAssetsCommand(options, context = {}) {
     const stdout = context.io?.stdout ?? process.stdout;
     const theme = createTerminalTheme(stdout, context.env ?? process.env);
     const assetType = normalizeMarketAssetType(options.type);
+    const search = normalizeMarketAssetSearch(options.search);
+    const input = {};
+    if (assetType) {
+        input.type = assetType;
+    }
+    if (search) {
+        input.search = search;
+    }
     const response = await invokeCliCapability({
         capability: "market.assets",
-        input: assetType ? { type: assetType } : {},
+        input,
         env: context.env,
         fetch: context.fetch,
     });
@@ -69,6 +78,13 @@ function normalizeMarketAssetType(rawType) {
     }
     return normalized;
 }
+function normalizeMarketAssetSearch(rawSearch) {
+    if (!rawSearch) {
+        return undefined;
+    }
+    const normalized = rawSearch.trim();
+    return normalized || undefined;
+}
 function buildMarketPriceInput(ticker, options) {
     const payload = {
         ticker,

package/dist/commands/portfolios.d.ts

@@ -22,9 +22,13 @@ export interface HoldingCreateCommandOptions {
 export interface HoldingSetTargetsCommandOptions {
     json?: boolean;
 }
+export interface HoldingSetPositionsCommandOptions {
+    json?: boolean;
+}
 export interface HoldingHistoricalReturnCommandOptions {
-    from: string;
-    to: string;
+    from?: string;
+    to?: string;
+    period?: string;
     json?: boolean;
 }
 export interface HoldingBetaCommandOptions {
@@ -41,6 +45,11 @@ export interface HoldingTargetInput {
     ticker: string;
     weight_pct: number;
 }
+export interface HoldingPositionInput {
+    [key: string]: JsonValue;
+    ticker: string;
+    quantity: number;
+}
 export interface PortfolioOut {
     [key: string]: JsonValue;
     id: number;
@@ -160,6 +169,7 @@ export interface VarResponse {
 }
 export interface PortfoliosCommandContext extends CliInvokeContext {
     io?: PortfoliosCommandIO;
+    now?: Date;
 }
 export declare function registerPortfoliosCommands(program: Command, context?: PortfoliosCommandContext): void;
 export declare function runWatchlistListCommand(options: PortfolioListCommandOptions, context?: PortfoliosCommandContext): Promise<void>;
@@ -169,6 +179,7 @@ export declare function runHoldingGetCommand(portfolioId: number, options: Portf
 export declare function runWatchlistCreateCommand(name: string, options: PortfolioMutationCommandOptions, context?: PortfoliosCommandContext): Promise<void>;
 export declare function runHoldingCreateCommand(name: string, options: HoldingCreateCommandOptions, context?: PortfoliosCommandContext): Promise<void>;
 export declare function runHoldingSetTargetsCommand(portfolioId: number, targets: string[], options: HoldingSetTargetsCommandOptions, context?: PortfoliosCommandContext): Promise<void>;
+export declare function runHoldingSetPositionsCommand(portfolioId: number, positions: string[], options: HoldingSetPositionsCommandOptions, context?: PortfoliosCommandContext): Promise<void>;
 export declare function runWatchlistRenameCommand(portfolioId: number, name: string, options: PortfolioMutationCommandOptions, context?: PortfoliosCommandContext): Promise<void>;
 export declare function runHoldingRenameCommand(portfolioId: number, name: string, options: PortfolioMutationCommandOptions, context?: PortfoliosCommandContext): Promise<void>;
 export declare function runWatchlistAddAssetsCommand(portfolioId: number, symbols: string[], options: PortfolioMutationCommandOptions, context?: PortfoliosCommandContext): Promise<void>;
@@ -179,6 +190,10 @@ export declare function runHoldingVarCommand(portfolioId: number, options: Holdi
 export declare function formatPortfolioListHuman(data: PortfolioListResponse, theme?: import("../cli/terminal.js").TerminalTheme, title?: string): string;
 export declare function formatPortfolioGetHuman(data: PortfolioGetResponse, theme?: import("../cli/terminal.js").TerminalTheme, title?: string): string;
 export declare function formatPortfolioMutationHuman(data: PortfolioCreateResponse | PortfolioMutationResponse, theme?: import("../cli/terminal.js").TerminalTheme): string;
+export declare function resolveHistoricalReturnDateRange(options: HoldingHistoricalReturnCommandOptions, now?: Date): {
+    start_date: string;
+    end_date: string;
+};
 export declare function formatHistoricalReturnHuman(data: HistoricalReturnResponse, theme?: import("../cli/terminal.js").TerminalTheme): string;
 export declare function formatBetaHuman(data: BetaResponse, theme?: import("../cli/terminal.js").TerminalTheme): string;
 export declare function formatVarHuman(data: VarResponse, theme?: import("../cli/terminal.js").TerminalTheme): string;

package/dist/commands/portfolios.d.ts.map

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+{"version":3,"file":"portfolios.d.ts","sourceRoot":"","sources":["../../src/commands/portfolios.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,OAAO,EAAE,MAAM,WAAW,CAAC;AACpC,OAAO,KAAK,EAAE,SAAS,EAAE,MAAM,YAAY,CAAC;AAC5C,OAAO,EAAuB,KAAK,gBAAgB,EAAE,MAAM,kBAAkB,CAAC;AAK9E,OAAO,EAAuB,KAAK,cAAc,EAAE,MAAM,oBAAoB,CAAC;AAE9E,MAAM,WAAW,mBAAmB;IAClC,MAAM,EAAE,cAAc,CAAC;CACxB;AAED,MAAM,WAAW,2BAA2B;IAC1C,IAAI,CAAC,EAAE,OAAO,CAAC;CAChB;AAED,MAAM,WAAW,0BAA0B;IACzC,IAAI,CAAC,EAAE,OAAO,CAAC;CAChB;AAED,MAAM,WAAW,+BAA+B;IAC9C,IAAI,CAAC,EAAE,OAAO,CAAC;CAChB;AAED,MAAM,WAAW,2BAA2B;IAC1C,IAAI,CAAC,EAAE,MAAM,CAAC;IACd,MAAM,CAAC,EAAE,MAAM,EAAE,CAAC;IAClB,IAAI,CAAC,EAAE,OAAO,CAAC;CAChB;AAED,MAAM,WAAW,+BAA+B;IAC9C,IAAI,CAAC,EAAE,OAAO,CAAC;CAChB;AAED,MAAM,WAAW,iCAAiC;IAChD,IAAI,CAAC,EAAE,OAAO,CAAC;CAChB;AAED,MAAM,WAAW,qCAAqC;IACpD,IAAI,CAAC,EAAE,MAAM,CAAC;IACd,EAAE,CAAC,EAAE,MAAM,CAAC;IACZ,MAAM,CAAC,EAAE,MAAM,CAAC;IAChB,IAAI,CAAC,EAAE,OAAO,CAAC;CAChB;AAED,MAAM,WAAW,yBAAyB;IACxC,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,IAAI,CAAC,EAAE,OAAO,CAAC;CAChB;AAED,MAAM,WAAW,wBAAwB;IACvC,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,UAAU,CAAC,EAAE,MAAM,CAAC;IACpB,IAAI,CAAC,EAAE,OAAO,CAAC;CAChB;AAED,MAAM,WAAW,kBAAkB;IACjC,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,MAAM,EAAE,MAAM,CAAC;IACf,UAAU,EAAE,MAAM,CAAC;CACpB;AAED,MAAM,WAAW,oBAAoB;IACnC,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,MAAM,EAAE,MAAM,CAAC;IACf,QAAQ,EAAE,MAAM,CAAC;CAClB;AAED,MAAM,WAAW,YAAY;IAC3B,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,EAAE,EAAE,MAAM,CAAC;IACX,IAAI,EAAE,MAAM,CAAC;IACb,IAAI,EAAE,WAAW,GAAG,SAAS,GAAG,QAAQ,GAAG,IAAI,CAAC;IAChD,OAAO,EAAE,MAAM,EAAE,CAAC;IAClB,OAAO,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,GAAG,IAAI,CAAC;IACvC,wBAAwB,EAAE,eAAe,GAAG,UAAU,GAAG,IAAI,CAAC;IAC9D,kBAAkB,EAAE,OAAO,CAAC;IAC5B,aAAa,EAAE,OAAO,CAAC;CACxB;AAED,MAAM,WAAW,qBAAqB;IACpC,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,EAAE,EAAE,OAAO,CAAC;IACZ,UAAU,EAAE,YAAY,EAAE,CAAC;IAC3B,KAAK,EAAE,MAAM,CAAC;CACf;AAED,MAAM,WAAW,oBAAoB;IACnC,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,EAAE,EAAE,OAAO,CAAC;IACZ,SAAS,EAAE,YAAY,CAAC;CACzB;AAED,MAAM,WAAW,uBAAuB;IACtC,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,EAAE,EAAE,OAAO,CAAC;IACZ,gBAAgB,EAAE,MAAM,CAAC;IACzB,SAAS,EAAE,YAAY,CAAC;CACzB;AAED,MAAM,WAAW,yBAAyB;IACxC,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,EAAE,EAAE,OAAO,CAAC;IACZ,gBAAgB,EAAE,MAAM,CAAC;IACzB,SAAS,EAAE,YAAY,CAAC;CACzB;AAED,MAAM,WAAW,uBAAuB;IACtC,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,MAAM,EAAE,MAAM,CAAC;IACf,UAAU,EAAE,MAAM,CAAC;IACnB,YAAY,EAAE,MAAM,CAAC;IACrB,YAAY,EAAE,MAAM,CAAC;CACtB;AAED,MAAM,WAAW,wBAAwB;IACvC,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,WAAW,EAAE,eAAe,CAAC;IAC7B,YAAY,EAAE,MAAM,GAAG,IAAI,CAAC;IAC5B,cAAc,EAAE,MAAM,GAAG,IAAI,CAAC;IAC9B,oBAAoB,EAAE,MAAM,CAAC;IAC7B,kBAAkB,EAAE,MAAM,CAAC;IAC3B,oBAAoB,EAAE,MAAM,CAAC;IAC7B,kBAAkB,EAAE,MAAM,CAAC;IAC3B,YAAY,EAAE,MAAM,CAAC;IACrB,iBAAiB,EAAE,MAAM,CAAC;IAC1B,YAAY,EAAE,MAAM,CAAC;IACrB,gBAAgB,EAAE,MAAM,CAAC;IACzB,qBAAqB,EAAE,MAAM,CAAC;IAC9B,YAAY,EAAE,MAAM,CAAC;IACrB,WAAW,EAAE,MAAM,CAAC;IACpB,UAAU,EAAE,MAAM,CAAC;IACnB,WAAW,EAAE,MAAM,CAAC;IACpB,QAAQ,EAAE,uBAAuB,EAAE,CAAC;IACpC,gBAAgB,EAAE,MAAM,CAAC;IACzB,WAAW,EAAE,MAAM,EAAE,CAAC;IACtB,QAAQ,EAAE,MAAM,EAAE,CAAC;CACpB;AAED,MAAM,WAAW,WAAW;IAC1B,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,MAAM,EAAE,MAAM,CAAC;IACf,UAAU,EAAE,MAAM,CAAC;IACnB,IAAI,EAAE,MAAM,GAAG,IAAI,CAAC;IACpB,aAAa,EAAE,MAAM,GAAG,IAAI,CAAC;IAC7B,WAAW,EAAE,MAAM,GAAG,IAAI,CAAC;IAC3B,sBAAsB,EAAE,MAAM,GAAG,IAAI,CAAC;IACtC,0BAA0B,EAAE,MAAM,GAAG,IAAI,CAAC;IAC1C,YAAY,EAAE,MAAM,GAAG,IAAI,CAAC;CAC7B;AAED,MAAM,WAAW,YAAY;IAC3B,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,WAAW,EAAE,eAAe,CAAC;IAC7B,YAAY,EAAE,MAAM,GAAG,IAAI,CAAC;IAC5B,cAAc,EAAE,MAAM,GAAG,IAAI,CAAC;IAC9B,SAAS,EAAE,MAAM,CAAC;IAClB,cAAc,EAAE,MAAM,CAAC;IACvB,IAAI,EAAE,MAAM,CAAC;IACb,WAAW,EAAE,MAAM,CAAC;IACpB,gBAAgB,EAAE,MAAM,CAAC;IACzB,qBAAqB,EAAE,MAAM,CAAC;IAC9B,iBAAiB,EAAE,MAAM,CAAC;IAC1B,kBAAkB,EAAE,MAAM,CAAC;IAC3B,gBAAgB,EAAE,MAAM,CAAC;IACzB,QAAQ,EAAE,WAAW,EAAE,CAAC;IACxB,gBAAgB,EAAE,MAAM,CAAC;IACzB,WAAW,EAAE,MAAM,EAAE,CAAC;IACtB,QAAQ,EAAE,MAAM,EAAE,CAAC;CACpB;AAED,MAAM,WAAW,UAAU;IACzB,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,MAAM,EAAE,MAAM,CAAC;IACf,UAAU,EAAE,MAAM,CAAC;CACpB;AAED,MAAM,WAAW,WAAW;IAC1B,CAAC,GAAG,EAAE,MAAM,GAAG,SAAS,CAAC;IACzB,WAAW,EAAE,eAAe,CAAC;IAC7B,YAAY,EAAE,MAAM,GAAG,IAAI,CAAC;IAC5B,cAAc,EAAE,MAAM,GAAG,IAAI,CAAC;IAC9B,cAAc,EAAE,MAAM,CAAC;IACvB,cAAc,EAAE,MAAM,CAAC;IACvB,YAAY,EAAE,IAAI,CAAC;IACnB,GAAG,EAAE,MAAM,CAAC;IACZ,iBAAiB,EAAE,MAAM,CAAC;IAC1B,kBAAkB,EAAE,MAAM,CAAC;IAC3B,gBAAgB,EAAE,MAAM,CAAC;IACzB,QAAQ,EAAE,UAAU,EAAE,CAAC;IACvB,cAAc,EAAE,SAAS,EAAE,CAAC;IAC5B,gBAAgB,EAAE,MAAM,CAAC;IACzB,WAAW,EAAE,MAAM,EAAE,CAAC;IACtB,QAAQ,EAAE,MAAM,EAAE,CAAC;CACpB;AAED,MAAM,WAAW,wBAAyB,SAAQ,gBAAgB;IAChE,EAAE,CAAC,EAAE,mBAAmB,CAAC;IACzB,GAAG,CAAC,EAAE,IAAI,CAAC;CACZ;AAED,wBAAgB,0BAA0B,CACxC,OAAO,EAAE,OAAO,EAChB,OAAO,GAAE,wBAA6B,GACrC,IAAI,CAuON;AAED,wBAAsB,uBAAuB,CAC3C,OAAO,EAAE,2BAA2B,EACpC,OAAO,GAAE,wBAA6B,GACrC,OAAO,CAAC,IAAI,CAAC,CAOf;AAED,wBAAsB,qBAAqB,CACzC,OAAO,EAAE,2BAA2B,EACpC,OAAO,GAAE,wBAA6B,GACrC,OAAO,CAAC,IAAI,CAAC,CAOf;AAwB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package/dist/commands/portfolios.js

@@ -101,12 +101,22 @@ export function registerPortfoliosCommands(program, context = {}) {
         .action(async (portfolioId, targets, options) => {
         await runHoldingSetTargetsCommand(portfolioId, targets, options, context);
     });
+    holdingsCommand
+        .command("set-positions")
+        .description("Set position quantities for a holding")
+        .argument("<holding-id>", "Holding id", parsePortfolioIdArgument)
+        .argument("<position...>", "One or more position quantities in TICKER:QUANTITY form")
+        .option("--json", "Show JSON output")
+        .action(async (portfolioId, positions, options) => {
+        await runHoldingSetPositionsCommand(portfolioId, positions, options, context);
+    });
     holdingsCommand
         .command("historical-return")
         .description("Calculate historical return for a saved holding")
         .argument("<holding-id>", "Holding id", parsePortfolioIdArgument)
-        .requiredOption("--from <date>", "Inclusive start date in ISO format")
-        .requiredOption("--to <date>", "Inclusive end date in ISO format")
+        .option("--from <date>", "Inclusive start date in ISO format")
+        .option("--to <date>", "Inclusive end date in ISO format")
+        .option("--period <period>", "Lookback period such as 1y, 3y, 5y, or 6m")
         .option("--json", "Show JSON output")
         .action(async (portfolioId, options) => {
         await runHoldingHistoricalReturnCommand(portfolioId, options, context);
@@ -221,6 +231,20 @@ export async function runHoldingSetTargetsCommand(portfolioId, targets, options,
     });
     writeMutationResponse(response.data, options.json, stdout, theme);
 }
+export async function runHoldingSetPositionsCommand(portfolioId, positions, options, context = {}) {
+    const stdout = context.io?.stdout ?? process.stdout;
+    const theme = createTerminalTheme(stdout, context.env ?? process.env);
+    const response = await invokeCliCapability({
+        capability: "holdings.set-positions",
+        input: {
+            portfolio_id: portfolioId,
+            positions: parsePositionArguments(positions),
+        },
+        env: context.env,
+        fetch: context.fetch,
+    });
+    writeMutationResponse(response.data, options.json, stdout, theme);
+}
 export async function runWatchlistRenameCommand(portfolioId, name, options, context = {}) {
     const stdout = context.io?.stdout ?? process.stdout;
     const theme = createTerminalTheme(stdout, context.env ?? process.env);
@@ -280,12 +304,13 @@ export async function runWatchlistRemoveAssetsCommand(portfolioId, symbols, opti
 export async function runHoldingHistoricalReturnCommand(portfolioId, options, context = {}) {
     const stdout = context.io?.stdout ?? process.stdout;
     const theme = createTerminalTheme(stdout, context.env ?? process.env);
+    const dateRange = resolveHistoricalReturnDateRange(options, context.now ?? new Date());
     const response = await invokeCliCapability({
         capability: "holdings.historical-return",
         input: {
             portfolio_id: portfolioId,
-            start_date: options.from,
-            end_date: options.to,
+            start_date: dateRange.start_date,
+            end_date: dateRange.end_date,
         },
         env: context.env,
         fetch: context.fetch,
@@ -472,6 +497,50 @@ function parseTargetArgument(value) {
     }
     return { ticker, weight_pct };
 }
+function parsePositionArguments(values) {
+    if (values.length === 0) {
+        return [];
+    }
+    const positions = values.map(parsePositionArgument);
+    const tickers = positions.map(position => position.ticker);
+    if (new Set(tickers).size !== tickers.length) {
+        throw createCliValidationError("Do not send duplicated tickers.");
+    }
+    return positions;
+}
+function parsePositionArgument(value) {
+    const normalized = value.trim();
+    if (!normalized) {
+        throw createCliValidationError("Position input cannot be empty.");
+    }
+    const parts = normalized.split(":");
+    if (parts.length !== 2 && parts.length !== 3) {
+        throw createCliValidationError(`Invalid position input "${value}". Use TICKER:QUANTITY.`);
+    }
+    const rawTicker = parts[0];
+    const rawQuantity = parts.length === 2
+        ? parts[1]
+        : parsePositionMode(value, parts[1], parts[2]);
+    const ticker = rawTicker?.trim().toUpperCase();
+    if (!ticker) {
+        throw createCliValidationError(`Invalid position input "${value}". Use TICKER:QUANTITY.`);
+    }
+    const quantity = Number(rawQuantity?.trim());
+    if (!Number.isFinite(quantity) || quantity <= 0) {
+        throw createCliValidationError(`Invalid position quantity in "${value}". Use a number greater than 0.`);
+    }
+    return { ticker, quantity };
+}
+function parsePositionMode(originalValue, rawMode, rawQuantity) {
+    const mode = rawMode?.trim().toLowerCase();
+    if (mode === "qty" || mode === "quantity") {
+        return rawQuantity;
+    }
+    if (mode === "value" || mode === "amount") {
+        throw createCliValidationError("Position values are not supported in the public CLI. Use TICKER:QUANTITY.");
+    }
+    throw createCliValidationError(`Invalid position input "${originalValue}". Use TICKER:QUANTITY.`);
+}
 function parseSymbolArguments(values) {
     const symbols = values.map(symbol => symbol.trim().toUpperCase());
     if (symbols.length === 0 || symbols.some(symbol => symbol.length === 0)) {
@@ -509,6 +578,60 @@ function parseYearsOption(value) {
     }
     return parsed;
 }
+export function resolveHistoricalReturnDateRange(options, now = new Date()) {
+    const from = options.from?.trim();
+    const to = options.to?.trim();
+    const period = options.period?.trim().toLowerCase();
+    const hasExplicitRange = Boolean(from || to);
+    if (period && hasExplicitRange) {
+        throw createCliValidationError("Use either --period or both --from and --to, not both.");
+    }
+    if (period) {
+        return resolvePeriodDateRange(period, now);
+    }
+    if (from && to) {
+        return {
+            start_date: from,
+            end_date: to,
+        };
+    }
+    throw createCliValidationError("Use --period, or provide both --from and --to.");
+}
+function resolvePeriodDateRange(period, now) {
+    const match = /^(\d+)([my])$/.exec(period);
+    if (!match) {
+        throw createCliValidationError("Period must use the form <number>m or <number>y, for example 6m or 1y.");
+    }
+    const amount = Number(match[1]);
+    const unit = match[2];
+    if (!Number.isSafeInteger(amount) || amount <= 0) {
+        throw createCliValidationError("Period amount must be a positive integer.");
+    }
+    const endDate = toLocalCalendarDate(now);
+    const startDate = subtractUtcCalendarPeriod(endDate, amount, unit);
+    return {
+        start_date: formatIsoDate(startDate),
+        end_date: formatIsoDate(endDate),
+    };
+}
+function subtractUtcCalendarPeriod(endDate, amount, unit) {
+    const targetYear = unit === "y" ? endDate.getUTCFullYear() - amount : endDate.getUTCFullYear();
+    const targetMonth = unit === "m" ? endDate.getUTCMonth() - amount : endDate.getUTCMonth();
+    return createClampedUtcDate(targetYear, targetMonth, endDate.getUTCDate());
+}
+function createClampedUtcDate(year, monthIndex, day) {
+    const firstOfTargetMonth = new Date(Date.UTC(year, monthIndex, 1));
+    const normalizedYear = firstOfTargetMonth.getUTCFullYear();
+    const normalizedMonth = firstOfTargetMonth.getUTCMonth();
+    const lastDayOfTargetMonth = new Date(Date.UTC(normalizedYear, normalizedMonth + 1, 0)).getUTCDate();
+    return new Date(Date.UTC(normalizedYear, normalizedMonth, Math.min(day, lastDayOfTargetMonth)));
+}
+function toLocalCalendarDate(value) {
+    return new Date(Date.UTC(value.getFullYear(), value.getMonth(), value.getDate()));
+}
+function formatIsoDate(value) {
+    return value.toISOString().slice(0, 10);
+}
 function parseNumberOption(value, fieldName) {
     const parsed = Number(value.trim());
     if (!Number.isFinite(parsed)) {

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

@@ -27,8 +27,16 @@ export declare const marketCapabilities: 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";

package/dist/vendor/core/capabilities/market.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"market.d.ts","sourceRoot":"","sources":["../../src/capabilities/market.ts"],"names":[],"mappings":"AAGA,eAAO,MAAM,mBAAmB,uEAQtB,CAAC;AAEX,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA0GqB,CAAC"}
+{"version":3,"file":"market.d.ts","sourceRoot":"","sources":["../../src/capabilities/market.ts"],"names":[],"mappings":"AAGA,eAAO,MAAM,mBAAmB,uEAQtB,CAAC;AAEX,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAoHqB,CAAC"}

package/dist/vendor/core/capabilities/market.js

@@ -39,10 +39,20 @@ export const marketCapabilities = [
                     enumValues: monitoredAssetTypes,
                     description: "Filter by the exact monitored asset type.",
                 },
+                {
+                    kind: "option",
+                    flag: "--search",
+                    name: "search",
+                    type: "string",
+                    required: false,
+                    placeholder: "TEXTO",
+                    description: "Filter monitored tickers by case-insensitive text.",
+                },
             ],
             examples: [
                 "quantbrasil market assets",
                 "quantbrasil market assets --type B3",
+                "quantbrasil market assets --search BTC",
             ],
         },
         tool: {

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

@@ -419,6 +419,49 @@ export declare const portfolioCapabilities: readonly [{
         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";
@@ -450,19 +493,27 @@ export declare const portfolioCapabilities: readonly [{
             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 holdings historical-return 123 --from 2024-01-01 --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_holding_historical_return";

package/dist/vendor/core/capabilities/portfolios.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"portfolios.d.ts","sourceRoot":"","sources":["../../src/capabilities/portfolios.ts"],"names":[],"mappings":"AA2CA,eAAO,MAAM,qBAAqB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA8dkB,CAAC"}
+{"version":3,"file":"portfolios.d.ts","sourceRoot":"","sources":["../../src/capabilities/portfolios.ts"],"names":[],"mappings":"AAsDA,eAAO,MAAM,qBAAqB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA0gBkB,CAAC"}

package/dist/vendor/core/capabilities/portfolios.js

@@ -35,6 +35,16 @@ const targetsPositional = {
     collectionFormat: "space_separated",
     description: "One or more target weights in TICKER:WEIGHT_PCT form.",
 };
+const positionsPositional = {
+    kind: "positional",
+    name: "positions",
+    type: "string_array",
+    required: true,
+    placeholder: "TICKER:QUANTIDADE",
+    multiple: true,
+    collectionFormat: "space_separated",
+    description: "One or more position quantities in TICKER:QUANTITY form.",
+};
 export const portfolioCapabilities = [
     {
         id: "watchlists.list",
@@ -371,6 +381,36 @@ export const portfolioCapabilities = [
         },
         outputModes: standardOutputModes,
     },
+    {
+        id: "holdings.set-positions",
+        kind: "mutation",
+        visibility: publicRuntimeVisibility,
+        description: "Set position quantities for a holding owned by the authenticated user.",
+        http: {
+            method: "POST",
+            path: "/api/desk/tools/holding/set_positions",
+            inputMode: "json_body",
+            schemas: {
+                request: "HoldingSetPositionsRequest",
+                response: "PortfolioMutationResponse",
+            },
+        },
+        cli: {
+            group: "holdings",
+            command: "set-positions",
+            summary: "Set position quantities for a holding.",
+            positional: [portfolioIdPositional, positionsPositional],
+            options: [],
+            examples: [
+                "quantbrasil holdings set-positions 123 PRIO3:1600 BTC-USD:0.25",
+            ],
+        },
+        tool: {
+            name: "qb_holding_set_positions",
+            title: "Set holding position quantities",
+        },
+        outputModes: standardOutputModes,
+    },
     {
         id: "holdings.historical-return",
         kind: "read",
@@ -396,22 +436,32 @@ export const portfolioCapabilities = [
                     flag: "--from",
                     name: "start_date",
                     type: "string",
-                    required: true,
+                    required: false,
                     placeholder: "AAAA-MM-DD",
-                    description: "Inclusive start date in ISO format.",
+                    description: "Inclusive start date in ISO format. Use with --to, or use --period.",
                 },
                 {
                     kind: "option",
                     flag: "--to",
                     name: "end_date",
                     type: "string",
-                    required: true,
+                    required: false,
                     placeholder: "AAAA-MM-DD",
-                    description: "Inclusive end date in ISO format.",
+                    description: "Inclusive end date in ISO format. Use with --from, or use --period.",
+                },
+                {
+                    kind: "option",
+                    flag: "--period",
+                    name: "period",
+                    type: "string",
+                    required: false,
+                    placeholder: "PERIODO",
+                    description: "Lookback period such as 1y, 3y, 5y, or 6m. Mutually exclusive with --from/--to.",
                 },
             ],
             examples: [
                 "quantbrasil holdings historical-return 123 --from 2024-01-01 --to 2025-01-01",
+                "quantbrasil holdings historical-return 123 --period 1y",
             ],
         },
         tool: {

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";
@@ -551,6 +559,49 @@ export declare const capabilityRegistry: readonly [{
         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";
@@ -582,19 +633,27 @@ export declare const capabilityRegistry: readonly [{
             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 holdings historical-return 123 --from 2024-01-01 --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_holding_historical_return";
@@ -728,8 +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";
@@ -1253,6 +1320,49 @@ export declare function getCapabilityById(id: CapabilityId): {
         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";
@@ -1284,19 +1394,27 @@ export declare function getCapabilityById(id: CapabilityId): {
             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 holdings historical-return 123 --from 2024-01-01 --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_holding_historical_return";

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

@@ -1 +1 @@
-{"version":3,"file":"registry.d.ts","sourceRoot":"","sources":["../../src/capabilities/registry.ts"],"names":[],"mappings":"AAIA,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAIrB,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"}
+{"version":3,"file":"registry.d.ts","sourceRoot":"","sources":["../../src/capabilities/registry.ts"],"names":[],"mappings":"AAIA,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAIrB,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"}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@quantbrasil/cli",
-  "version": "0.1.0-beta.4",
+  "version": "0.1.0-beta.6",
   "type": "module",
   "description": "Public QuantBrasil CLI for deterministic operations",
   "repository": {

package/skills/quantbrasil/SKILL.md

@@ -15,6 +15,7 @@ Use this skill when the user asks for market or investing data/actions that Quan
 - Use `quantbrasil` when available on PATH.
 - If `quantbrasil` is not found, report that the CLI binary is not on PATH and ask the user to install it or fix PATH.
 - Check readiness first: `quantbrasil --status`
+- Identify the authenticated user when needed: `quantbrasil whoami`
 - Inspect public surface when unsure: `quantbrasil capabilities --json`
 - Use narrow command first:
   - asset discovery: `quantbrasil market assets`

package/skills/quantbrasil/references/cli.md

@@ -6,6 +6,8 @@ Examples assume the `quantbrasil` binary is available on `PATH`.
 
 ```bash
 quantbrasil --status
+quantbrasil whoami
+quantbrasil auth whoami
 quantbrasil auth login --api-key <key>
 quantbrasil auth logout
 quantbrasil capabilities --json
@@ -17,6 +19,7 @@ quantbrasil init
 ```bash
 quantbrasil market assets
 quantbrasil market assets --type B3
+quantbrasil market assets --search BTC
 quantbrasil market assets --json
 
 quantbrasil market price PETR4
@@ -66,7 +69,9 @@ quantbrasil holdings create "Longo Prazo" --target PETR4:50 --target VALE3:50
 quantbrasil holdings create "Carteira Real" --mode position
 quantbrasil holdings rename 182 "Longo Prazo"
 quantbrasil holdings set-targets 182 PETR4:50 VALE3:50
+quantbrasil holdings set-positions 182 PRIO3:1600 BTC-USD:0.25 QQQ:10
 quantbrasil holdings historical-return 182 --from 2025-01-01 --to 2026-01-01
+quantbrasil holdings historical-return 182 --period 1y
 quantbrasil holdings beta 182 --years 1
 quantbrasil holdings var 182 --years 1 --confidence 95
 ```

package/skills/quantbrasil/references/portfolios.md

@@ -13,6 +13,10 @@ saved composition.
   target weights or positions.
 - A theoretical portfolio is a holding with target weights. Save it first, then
   run metrics on the returned holding id.
+- Target weights and positions are independent: target weights describe intended
+  allocation, while positions describe actual ownership.
+- Position quantities are shares, units, or coin amounts. Do not pass monetary
+  values as positions in the public CLI.
 
 ## Command routing
 
@@ -57,8 +61,13 @@ holding.
 
 ```bash
 quantbrasil holdings create "Carteira Real" --mode position
+quantbrasil holdings set-positions 93 PRIO3:1600 BTC-USD:0.25 QQQ:10
 ```
 
+`set-positions` is a partial quantity upsert: it changes only the mentioned
+tickers and leaves unmentioned positions unchanged. It does not clear or replace
+target weights.
+
 ## Watchlists
 
 Use watchlists for saved sets of assets that the user wants to monitor, screen,
@@ -80,13 +89,15 @@ Holding metrics always run through `holdings`.
 
 ```bash
 quantbrasil holdings historical-return 93 --from 2025-01-01 --to 2026-01-01
+quantbrasil holdings historical-return 93 --period 1y
 quantbrasil holdings beta 93 --years 1
 quantbrasil holdings var 93 --years 1 --confidence 95
 ```
 
 Rules:
 
-- `historical-return` requires absolute ISO dates.
+- `historical-return` accepts either absolute ISO dates with `--from`/`--to` or
+  a shorthand lookback with `--period`, such as `1y` or `6m`.
 - `beta` accepts `--years 1|3|5`.
 - `var --confidence` takes percentages such as `95` or `99`.
 - Use `--json` for machine parsing.

package/skills/quantbrasil/references/unsupported.md

@@ -3,12 +3,15 @@
 Unsupported in the public CLI:
 
 - `--output <file>` response export
+- deleting watchlists or holdings
+- value-based position input for traded assets
 
 Not a supported pattern:
 
 - inventing commands not shown in `quantbrasil --help`
 - assuming hidden flags exist
 - treating backend internals as public CLI contract
+- treating a watchlist as an investable composition for metrics
 
 Use the public surface only:
 

package/skills/quantbrasil/references/workflows.md

@@ -14,11 +14,12 @@
 Use this when user gives company theme, partial name, or market universe question.
 
 ```bash
-quantbrasil market assets --type B3
+quantbrasil market assets --search PETR
 quantbrasil market price PETR4
 ```
 
 If exact ticker already known, skip discovery and go straight to `market price`.
+Use `--type` when the user asks for a whole supported universe.
 
 ## Get price on specific date
 
@@ -69,7 +70,7 @@ Avoid asking for every section unless user clearly wants full report.
 ```bash
 quantbrasil holdings list
 quantbrasil holdings get 93
-quantbrasil holdings historical-return 93 --from 2025-01-01 --to 2026-01-01
+quantbrasil holdings historical-return 93 --period 1y
 quantbrasil holdings beta 93 --years 1
 quantbrasil holdings var 93 --years 1 --confidence 95
 ```
@@ -82,6 +83,7 @@ Rules:
 
 - `holdings create` returns the holding id
 - use `holdings set-targets` to replace target weights later
+- use `holdings set-positions` for actual share/unit/coin quantities
 - `beta` only accepts `--years 1|3|5`
 - `var --confidence` takes percent like `95` or `99`
 
@@ -109,10 +111,13 @@ quantbrasil holdings create "Longo Prazo" --target PETR4:50 --target VALE3:50
 quantbrasil holdings create "Carteira Real" --mode position
 quantbrasil holdings rename 182 "Carteira Real"
 quantbrasil holdings set-targets 182 PETR4:50 VALE3:50
+quantbrasil holdings set-positions 182 PRIO3:1600 BTC-USD:0.25 QQQ:10
 ```
 
 Rules:
 
 - use `watchlists list` or `holdings list` first if the user names a saved object instead of giving id
 - confirm destructive intent before removing assets when user request is ambiguous
+- positions are quantity-only in the public CLI; do not pass monetary values as positions
+- target weights and positions are independent; updating positions does not clear target weights
 - use `--json` only when structured output is needed