@spfunctions/cli 2.0.6 → 2.0.10

package/README.md

@@ -1,109 +1,247 @@
 # SimpleFunctions CLI (`sf`)
 
-Prediction market intelligence CLI. Build causal thesis models, scan Kalshi/Polymarket for mispricings, detect edges, and trade — all from the terminal.
+A terminal-native prediction market agent. Builds causal models of the world, scans 4,000+ Kalshi and Polymarket contracts for mispricings, and trades on your thesis — autonomously or with you in the loop.
 
-![demo](https://raw.githubusercontent.com/spfunctions/simplefunctions-cli/main/demo.gif)
+```
+$ sf world
+# World State — 2026-04-05T05:38 UTC
+SF Index: Uncertainty 22/100 | Geopolitical Risk 53/100
+
+Markets: SPY $655.94 (+0.12%) | GLD $429.08 (-1.79%) | USO $138.18 (+11.99%)
+
+## Geopolitical
+- Will the U.S. invade Iran before 2027?: 54c (-7c)
+- Russia x Ukraine ceasefire by end of 2026?: 30c
+
+## Economy
+- US recession by end of 2026?: 28c
+- How many Fed rate cuts in 2026?: 0 (0 bps): 36c
+```
 
-## Quick Start
+## Install
 
 ```bash
 npm install -g @spfunctions/cli
-sf setup                            # interactive config wizard
-sf list                             # see your theses
-sf context <id> --json              # get thesis state as JSON
+sf login                # browser auth (recommended)
+sf status               # verify everything works
+```
+
+## What it does
+
+**World model** — Real-time prediction index distilled from thousands of markets. One command gives any LLM situational awareness.
+
+```bash
+sf world                    # ~800 token world state snapshot
+sf world --delta            # what changed since last check (~30 tokens)
+sf world --focus energy,geo # deep coverage on specific topics
+sf ideas                    # S&T-style trade ideas with catalyst + risk
+```
+
+**Thesis engine** — Structured causal models with Bayesian node trees, continuous evaluation against live market data, and automatic edge detection.
+
+```bash
+sf create "Oil will exceed $120 by Q3 due to Hormuz disruption"
+sf list                     # all theses with confidence + status
+sf context <id>             # causal tree + top edges + positions
+sf evaluate <id>            # trigger deep re-evaluation
+sf signal <id> "OPEC cuts"  # inject a signal for next eval cycle
+```
+
+**Edge detection** — Cross-venue scanner compares your model's probabilities against Kalshi and Polymarket prices.
+
+```bash
+sf edges                    # top mispricings across all theses
+sf scan "recession"         # search 4,000+ markets by keyword
+sf book KXRECSSNBER-26      # orderbook depth
+sf watch oil orderbook      # live terminal orderbook stream
+```
+
+**Intent system** — Declarative execution: describe what you want, the runtime handles when and how.
+
+```bash
+sf intent buy KXRECSSNBER-26 10 --price 30 --trigger below:28 --auto
+sf intent list              # active intents + fill status
+sf runtime start            # daemon evaluates triggers, executes orders
+```
+
+**Interactive agent** — Natural language interface with 30+ tools. Maintains a persistent workspace, shares context across sessions, and can schedule its own future actions.
+
+```bash
+sf agent <id>               # TUI agent with tool calling
+sf agent <id> --once "summarize my portfolio risk"  # single-shot
+sf agent <id> --plain       # readline mode, no TUI
+sf telegram --daemon        # Telegram bot (text + voice)
+```
+
+**X / Twitter intelligence** — Social signal layer.
+
+```bash
+sf x "tariff impact"        # discussion summary + top posts
+sf x-volume "iran oil"      # volume and velocity trend
+sf x-news "fed rate"        # Grok-aggregated news stories
+sf x-account @elikinosian   # recent posts from an account
 ```
 
 ## Setup
 
-### Interactive (recommended)
+### Quick (browser login)
 
 ```bash
-sf setup
+sf login
 ```
 
-This walks you through:
-1. **SF API key** (required) — get one at [simplefunctions.dev](https://simplefunctions.dev)
-2. **Kalshi credentials** (optional) — for positions, trading, and orderbook data
-3. **Trading mode** (optional) — enable `sf buy`/`sf sell` commands
+### Power user
 
-Config is saved to `~/.sf/config.json`. Environment variables override config values.
+```bash
+sf setup                    # interactive wizard: API key, Kalshi, Polymarket, trading
+sf setup --check            # show config status
+sf setup --polymarket       # configure Polymarket wallet
+sf setup --enable-trading   # unlock buy/sell/intent commands
+```
 
-### Manual
+Config is saved to `~/.sf/config.json`. Environment variables override config values:
 
 ```bash
-export SF_API_KEY=sf_live_xxx                    # required
-export KALSHI_API_KEY_ID=xxx                     # optional, for positions/trading
-export KALSHI_PRIVATE_KEY_PATH=~/.ssh/kalshi.pem # optional, for positions/trading
+export SF_API_KEY=sf_live_xxx
+export KALSHI_API_KEY_ID=xxx
+export KALSHI_PRIVATE_KEY_PATH=~/.kalshi/private.pem
 ```
 
 ### Verify
 
 ```bash
-sf setup --check     # show current config status
-sf list              # should show your theses
+$ sf status
+  API            ok  simplefunctions.dev 252ms
+  Auth           ok  sf_live_8838...
+  Kalshi         ok  $156.42 balance
+  Polymarket     ok  0xd53b9354...
+  Theses         ok  4 active, 4 total
+  Trading        ok  enabled
+  Runtime        --  not running (sf runtime start)
+  Telegram       ok  PID 84372
 ```
 
-## Commands
+## Command Reference
 
-### Thesis Management
+### World Model (no auth required)
 
 | Command | Description |
 |---------|-------------|
-| `sf list` | List all theses with status, confidence, and update time |
-| `sf get <id>` | Full thesis details: causal tree, edges, positions, last evaluation |
-| `sf context <id>` | Compact context snapshot (primary command for agents) |
-| `sf create "thesis"` | Create a new thesis (waits for formation by default) |
-| `sf signal <id> "text"` | Inject a signal (news, observation) for next evaluation |
-| `sf evaluate <id>` | Trigger deep evaluation with heavy model |
-| `sf publish <id>` | Make thesis publicly viewable |
-| `sf unpublish <id>` | Remove from public view |
+| `sf world` | Prediction index: markets + geopolitics + economy + crypto + elections |
+| `sf world --delta` | Changes since last check (~30 tokens, ideal for agent polling) |
+| `sf world --focus <topics>` | Deep coverage on specific topics |
+| `sf ideas` | Trade ideas with conviction, catalyst, direction, risk |
+| `sf query "question"` | LLM-enhanced market knowledge search |
+| `sf markets` | Traditional markets: SPY, VIX, bonds, gold, oil |
 
-### Market Exploration (no auth required)
+### Thesis
 
 | Command | Description |
 |---------|-------------|
-| `sf scan "keywords"` | Search Kalshi markets by keyword |
-| `sf scan --series KXWTIMAX` | List all markets in a series |
-| `sf scan --market TICKER` | Get single market detail |
-| `sf explore` | Browse public theses |
+| `sf list` | All theses with status, confidence, last update |
+| `sf get <id>` | Full details: causal tree, edges, evaluation history |
+| `sf context [id]` | No id: global market snapshot. With id: thesis context |
+| `sf create "thesis"` | Create a new thesis |
+| `sf signal <id> "text"` | Inject signal for next evaluation |
+| `sf evaluate <id>` | Trigger deep re-evaluation |
+| `sf augment <id>` | Evolve causal tree with new nodes |
+| `sf heartbeat <id>` | View/configure autonomous evaluation schedule + costs |
+| `sf publish` / `sf unpublish <id>` | Manage public visibility |
+
+### Markets
 
-### Portfolio & Trading (requires Kalshi credentials)
+| Command | Description |
+|---------|-------------|
+| `sf scan "keywords"` | Search Kalshi + Polymarket by keyword |
+| `sf scan --series TICKER` | Browse all markets in a Kalshi series |
+| `sf edges [--json]` | Top mispricings across all theses |
+| `sf watch [query] [mode]` | Live market watch (modes: orderbook, flow, cross-venue, all) |
+| `sf book <ticker> [...]` | Orderbook depth for specific markets |
+| `sf whatif <id>` | What-if scenario analysis on causal tree |
+| `sf liquidity [topic]` | Orderbook liquidity scanner |
+| `sf forecast <event>` | Market distribution (P50/P75/P90) |
+| `sf explore [slug]` | Browse public theses |
+
+### Portfolio
 
 | Command | Description |
 |---------|-------------|
-| `sf edges` | Top edges across all theses — what to trade now |
-| `sf positions` | Current positions with P&L and edge overlay |
+| `sf positions` | Kalshi + Polymarket positions with P&L |
 | `sf balance` | Account balance |
 | `sf orders` | Resting (open) orders |
 | `sf fills` | Recent trade fills |
-| `sf performance` | P&L over time with thesis event annotations |
 | `sf settlements` | Settled contracts with final P&L |
-| `sf liquidity` | Market liquidity scanner by topic |
+| `sf performance` | P&L over time with event annotations |
+| `sf dashboard` | Interactive TUI portfolio overview |
+
+### Intents & Runtime
 
-### Trading (requires `sf setup --enable-trading`)
+Intents are declarative execution orders. You define the trade and trigger condition; the runtime daemon evaluates and executes.
 
 | Command | Description |
 |---------|-------------|
-| `sf buy <ticker> <qty>` | Buy contracts |
+| `sf intent buy <ticker> <qty>` | Create buy intent (`--trigger below:28`, `--trigger time:<ISO>`, `--soft "condition"`, `--auto`) |
+| `sf intent sell <ticker> <qty>` | Create sell intent |
+| `sf intent list` | Active intents (`--all` for history) |
+| `sf intent status <id>` | Detailed status + fills |
+| `sf intent cancel <id>` | Cancel an intent |
+| `sf runtime start` | Start execution daemon (Kalshi + Polymarket) |
+| `sf runtime stop` | Stop daemon |
+| `sf runtime status` | Active intents + runtime state |
+| `sf backtest <ticker>` | Strategy backtest (`--entry-below 35 --stop 20 --tp 60 --days 30`) |
+| `sf heartbeat <id>` | View/configure heartbeat + closed-loop (`--closed-loop-entry`, `--closed-loop-exit`) |
+
+### Trading (requires `--enable-trading`)
+
+| Command | Description |
+|---------|-------------|
+| `sf buy <ticker> <qty>` | Buy contracts (`--price 31`, `--market`, `--side yes\|no`) |
 | `sf sell <ticker> <qty>` | Sell contracts |
 | `sf cancel [orderId]` | Cancel order(s) |
 | `sf rfq <ticker> <qty>` | Request for quote on large orders |
 
-### Analysis
+### Agent
 
 | Command | Description |
 |---------|-------------|
-| `sf whatif <id>` | What-if scenario: "if node X drops to 10%..." |
-| `sf feed` | Evaluation history stream |
-| `sf forecast <event>` | Market distribution forecast (P50/P75/P90) |
-| `sf dashboard` | Interactive TUI portfolio overview |
+| `sf agent [id]` | Interactive agent (TUI with panels) |
+| `sf agent [id] --plain` | Readline mode, pipe-friendly |
+| `sf agent [id] --once "prompt"` | Single-shot: run, answer, exit |
+| `sf prompt [id]` | Print dynamic system prompt for any LLM |
+| `sf telegram [--daemon]` | Telegram bot (text + voice messages) |
+
+The agent has 30+ tools including market scanning, trading, workspace read/write, X search, self-wake scheduling, and a math calculator. Slash commands inside the agent: `/voice` `/tree` `/edges` `/pos` `/eval` `/balance` `/intents` `/wakes` `/alerts` `/switch` `/model` `/help` `/exit`.
+
+### X / Twitter
 
-### Interactive Modes
+| Command | Description |
+|---------|-------------|
+| `sf x "query"` | Discussion summary + top posts |
+| `sf x-volume "query"` | Discussion volume and velocity trend |
+| `sf x-news "query"` | Grok-aggregated news stories |
+| `sf x-account @username` | Recent posts from a specific account |
+
+### Info
 
 | Command | Description |
 |---------|-------------|
-| `sf agent [id]` | Interactive agent with natural language + tool calling |
-| `sf telegram` | Telegram bot for monitoring and trading |
+| `sf feed` | Evaluation history stream |
+| `sf delta <id>` | Changes since last check |
+| `sf milestones` | Upcoming Kalshi events |
+| `sf schedule` | Exchange status |
+| `sf announcements` | Exchange announcements |
+| `sf history <ticker>` | Historical market data |
+| `sf status` | Full system health check |
+
+### Sharing
+
+Any command with `--share` generates a short URL:
+
+```bash
+sf scan "gold" --share
+sf query "fed rate" --share
+sf context --share
+```
 
 ## JSON Output
 
@@ -113,139 +251,121 @@ Most commands support `--json` for machine-readable output:
 sf list --json
 sf context f582bf76 --json
 sf edges --json
-sf scan "oil" --json
-sf get f582bf76 --json
+sf world --json
+sf ideas --json
+sf intent list --json
 ```
 
 ## For AI Agents
 
-**If you are an AI coding agent (Claude, GPT, OpenClaw, Cursor, etc.), follow these steps:**
+If you are an AI agent (Claude, GPT, Cursor, etc.), these are the commands that matter:
 
-### Step 1: Install and configure
+### Setup
 
 ```bash
 npm install -g @spfunctions/cli
-sf setup --key sf_live_YOUR_KEY_HERE
+sf login                          # or: export SF_API_KEY=sf_live_xxx
+sf list                           # verify: should print theses
 ```
 
-If `sf setup` is not available or you cannot run interactive commands:
-```bash
-export SF_API_KEY=sf_live_YOUR_KEY_HERE
-```
-
-### Step 2: Verify it works
+### Primary commands
 
 ```bash
-sf list
-```
+# World state in ~800 tokens — give your agent situational awareness
+sf world --json
 
-Expected output (table format):
-```
-ID          Status  Conf    Updated         Title
-f582bf76    active   82%    Mar 12 11:13    Oil prices will exceed $100...
-a1b2c3d4    active   65%    Mar 11 09:30    Fed will cut rates by June...
-```
+# What changed since last poll — ~30 tokens, efficient for loops
+sf world --delta --json
 
-If you see theses, the CLI is working. If you see an error, check that `SF_API_KEY` is set correctly.
+# Thesis context: causal tree + edges + positions + evaluation
+sf context <thesisId> --json
 
-### Step 3: Get thesis context (most important command)
+# Top mispricings across all theses
+sf edges --json
 
-```bash
-sf context <thesisId> --json
+# Single-shot agent: ask a question, get an answer, exit
+sf agent <thesisId> --once "what is the biggest risk to my portfolio?"
 ```
 
-This returns a JSON object with the complete thesis state:
+### Key JSON fields
+
+`sf context <id> --json` returns:
 
 ```json
 {
-  "thesisId": "f582bf76-3113-4208-b0c1-...",
-  "thesis": "Oil prices will exceed $100 by end of 2026",
-  "title": "Oil Bull Thesis",
-  "status": "active",
-  "confidence": 0.82,
+  "confidence": 0.31,
   "causalTree": {
-    "rootClaim": "Oil prices will exceed $100",
-    "nodes": [
-      {
-        "id": "n1",
-        "label": "Supply disruption",
-        "probability": 0.75,
-        "importance": 0.6,
-        "depth": 0
-      }
-    ]
+    "nodes": [{ "id": "n1", "label": "...", "probability": 0.95 }]
   },
-  "edges": [
-    {
-      "marketId": "KXWTIMAX-26DEC31-T100",
-      "market": "Will oil exceed $100 by Dec 2026?",
-      "venue": "kalshi",
-      "direction": "yes",
-      "marketPrice": 35,
-      "thesisPrice": 55,
-      "edge": 20,
-      "confidence": 0.8
-    }
-  ],
-  "lastEvaluation": {
-    "summary": "Supply concerns rising due to...",
-    "newConfidence": 0.82,
-    "confidenceDelta": 0.03
-  }
+  "edges": [{
+    "marketId": "KXWTIMAX-26DEC31-T140",
+    "venue": "kalshi",
+    "marketPrice": 62,
+    "thesisPrice": 95,
+    "edge": 33
+  }]
 }
 ```
 
-**Key fields:**
 - `confidence` — overall thesis probability (0 to 1)
-- `edges[].edge` — mispricing size in cents (positive = market underpriced vs thesis)
-- `edges[].marketPrice` — current market price in cents (0-100)
-- `edges[].thesisPrice` — what the thesis model thinks the price should be
-- `lastEvaluation.summary` — human-readable summary of latest analysis
+- `edges[].edge` — mispricing in cents (positive = market underpriced vs model)
+- `edges[].marketPrice` — current market price (0-100 cents)
 
-### Step 4: Other useful commands
+### Patterns
 
 ```bash
-# Inject a signal for the thesis to consider in its next evaluation
-sf signal <thesisId> "Breaking: OPEC announces production cut" --type news
-
-# View top edges (mispricings) across all theses
-sf edges --json
-
-# Search Kalshi markets by keyword
-sf scan "recession" --json
+# Monitor: poll world state, react to deltas
+sf world --delta --json
 
-# Trigger a deep re-evaluation
-sf evaluate <thesisId>
+# React to news: inject signal, re-evaluate, read updated state
+sf signal <id> "Breaking: OPEC cuts production" --type news
+sf evaluate <id>
+sf context <id> --json
 
-# What-if analysis: what happens if a node probability changes?
-sf whatif <thesisId>
+# Trade: create intent with trigger, let runtime execute
+sf intent buy KXRECSSNBER-26 5 --price 30 --trigger below:28 --auto
+sf runtime start
 ```
 
-### Common patterns for agents
+### Error codes
 
-**Monitor a thesis:**
-```bash
-sf context <id> --json    # poll periodically, check confidence changes
-```
+| Error | Fix |
+|-------|-----|
+| "API key required" | `sf login` or set `SF_API_KEY` |
+| "Thesis not found" | `sf list` to get valid IDs (8-char prefix works) |
+| "Kalshi not configured" | `sf setup` to add Kalshi credentials |
+| "Trading disabled" | `sf setup --enable-trading` |
 
-**React to news:**
-```bash
-sf signal <id> "Reuters: Iran nuclear deal collapses" --type news
-sf evaluate <id>          # trigger re-evaluation after injecting signal
-sf context <id> --json    # read updated state
-```
+## Architecture
 
-**Find trading opportunities:**
-```bash
-sf edges --json           # get top mispricings sorted by edge size
+```
+You ──→ sf agent ──→ LLM (Claude/GPT) ──→ 30+ tools
+              │                                  │
+              │         ┌────────────────────────┘
+              ▼         ▼
+         ┌─────────────────────┐
+         │   SF API Server     │
+         │  thesis · edges ·   │
+         │  intents · eval ·   │
+         │  proxy (LLM/TTS)    │
+         └────────┬────────────┘
+                  │
+         ┌────────┴────────┐
+         │                 │
+    ┌────▼────┐     ┌──────▼──────┐
+    │ Kalshi  │     │ Polymarket  │
+    │  API    │     │    API      │
+    └─────────┘     └─────────────┘
+
+Local only (never leaves your machine):
+  ~/.sf/config.json     — API keys, Kalshi private key path
+  ~/.sf/workspace/      — agent scratchpad (notes, context logs)
+  ~/.sf/wake/           — scheduled agent wake conditions
+  ~/.sf/bus/            — daemon ↔ agent message bus
+  ~/.sf/trade-journal.jsonl — local trade log
 ```
 
-### Error handling
-
-- **"API key required"** — set `SF_API_KEY` env var or run `sf setup --key <key>`
-- **"Thesis not found"** — use `sf list` to get valid thesis IDs. IDs can be short prefixes (first 8 chars)
-- **"Kalshi not configured"** — positions/trading commands need Kalshi credentials via `sf setup`
-- **Exit code 0** — success. **Exit code 1** — error (message printed to stderr)
+**Kalshi credentials never leave your machine.** Orders are signed locally with your RSA private key and sent directly to the Kalshi API. The SF server never sees your trading keys.
 
 ## Local Development
 
@@ -254,6 +374,10 @@ cd cli
 npm install
 npm run dev -- list          # run without building
 npm run build                # compile to dist/
-npm run test                 # run unit tests
+npm run test                 # run tests
 npm link                     # install as global 'sf' command
 ```
+
+## License
+
+MIT

package/dist/122.index.js

@@ -0,0 +1 @@
+"use strict";exports.id=122,exports.ids=[122],exports.modules={93122:(t,e,i)=>{e.syncPositionsIfEnabled=async function(){const t=(0,s.loadConfig)();if(!t.syncPositions)return null;if(!t.apiKey)return null;const e=[];try{const{getPositions:t,isKalshiConfigured:s}=await Promise.resolve().then(i.t.bind(i,96139,23));if(s()){const i=await t();if(i)for(const t of i)t.quantity>0&&e.push({ticker:t.ticker,venue:"kalshi",side:t.side||"yes",quantity:t.quantity,avgPrice:t.average_price_paid||0,title:t.market_title||t.ticker})}}catch{}try{const{polymarketGetPositions:s}=await Promise.resolve().then(i.bind(i,34331)),n=t.polymarketWalletAddress||process.env.POLYMARKET_WALLET_ADDRESS;if(n){const t=await s(n);for(const i of t){const t=parseFloat(String(i.size||"0"));t>0&&e.push({ticker:i.asset||i.conditionId||"",venue:"polymarket",side:"Yes"===i.outcome?"yes":"no",quantity:Math.round(t),avgPrice:100*parseFloat(String(i.avgPrice||"0")),title:i.title||i.asset||""})}}}catch{}if(0===e.length)return{synced:0,matched:0};try{const t=new n.SFClient,i=await t.syncPositions(e);return{synced:i.synced||0,matched:i.matched||0}}catch{return null}};const s=i(11627),n=i(19218)}};