agent-finance-cli 0.1.0

package/src/research/fetchers.rs

@@ -0,0 +1,111 @@
+use anyhow::Result;
+use serde_json::Value;
+use wreq::Client;
+
+use super::QuoteSummaryKind;
+use crate::cache;
+use crate::http::utc_now;
+use crate::providers::{cnbc, robinhood, sec_edgar, yahoo};
+
+pub(super) async fn fetch_quote_summary_live(
+    client: &Client,
+    symbol: &str,
+    modules: &[&str],
+    key: &str,
+) -> Result<(String, String, Value)> {
+    let payload = yahoo::fetch_quote_summary(client, symbol, modules).await?;
+    let fetched_at_utc = utc_now();
+    cache::write_json("yahoo-quote-summary", key, &fetched_at_utc, &payload)?;
+    Ok((fetched_at_utc, "live".to_string(), payload))
+}
+
+pub(super) async fn fetch_options_live(
+    client: &Client,
+    symbol: &str,
+    expiry: Option<i64>,
+    key: &str,
+) -> Result<(String, String, Value)> {
+    let payload = yahoo::fetch_options(client, symbol, expiry).await?;
+    let fetched_at_utc = utc_now();
+    cache::write_json("yahoo-options", key, &fetched_at_utc, &payload)?;
+    Ok((fetched_at_utc, "live".to_string(), payload))
+}
+
+pub(super) async fn fetch_search_live(
+    client: &Client,
+    query: &str,
+    quotes_count: usize,
+    news_count: usize,
+    key: &str,
+) -> Result<(String, String, Value)> {
+    let payload = yahoo::fetch_search(client, query, quotes_count, news_count).await?;
+    let fetched_at_utc = utc_now();
+    cache::write_json("yahoo-search", key, &fetched_at_utc, &payload)?;
+    Ok((fetched_at_utc, "live".to_string(), payload))
+}
+
+pub(super) async fn fetch_screen_live(
+    client: &Client,
+    screener: &str,
+    count: usize,
+    key: &str,
+) -> Result<(String, String, Value)> {
+    let payload = yahoo::fetch_screen(client, screener, count).await?;
+    let fetched_at_utc = utc_now();
+    cache::write_json("yahoo-screen", key, &fetched_at_utc, &payload)?;
+    Ok((fetched_at_utc, "live".to_string(), payload))
+}
+
+pub(super) async fn fetch_sec_company_live(
+    client: &Client,
+    symbol: &str,
+    include_companyfacts: bool,
+    key: &str,
+) -> Result<(String, String, Value)> {
+    let payload = sec_edgar::fetch_company_bundle(client, symbol, include_companyfacts).await?;
+    let fetched_at_utc = utc_now();
+    cache::write_json("sec-edgar-company", key, &fetched_at_utc, &payload)?;
+    Ok((fetched_at_utc, "live".to_string(), payload))
+}
+
+pub(super) async fn fetch_robinhood_live(
+    client: &Client,
+    symbol: &str,
+    kind: QuoteSummaryKind,
+    key: &str,
+) -> Result<(String, String, Value)> {
+    let payload = match kind {
+        QuoteSummaryKind::Fundamentals => {
+            robinhood::fetch_fundamentals_bundle(client, symbol).await?
+        }
+        QuoteSummaryKind::Events => robinhood::fetch_events_bundle(client, symbol).await?,
+        QuoteSummaryKind::Analysis | QuoteSummaryKind::Ownership => unreachable!(),
+    };
+    let fetched_at_utc = utc_now();
+    cache::write_json("robinhood-research", key, &fetched_at_utc, &payload)?;
+    Ok((fetched_at_utc, "live".to_string(), payload))
+}
+
+pub(super) async fn fetch_cnbc_live(
+    client: &Client,
+    symbol: &str,
+    key: &str,
+) -> Result<(String, String, Value)> {
+    let payload = cnbc::fetch_quote_payload(client, symbol).await?;
+    let fetched_at_utc = utc_now();
+    cache::write_json("cnbc-fundamentals-lite", key, &fetched_at_utc, &payload)?;
+    Ok((fetched_at_utc, "live".to_string(), payload))
+}
+
+pub(super) async fn fetch_robinhood_options_live(
+    client: &Client,
+    symbol: &str,
+    expiration_date: Option<&str>,
+    count: usize,
+    key: &str,
+) -> Result<(String, String, Value)> {
+    let payload = robinhood::fetch_options_bundle(client, symbol, expiration_date, count).await?;
+    let fetched_at_utc = utc_now();
+    cache::write_json("robinhood-options", key, &fetched_at_utc, &payload)?;
+    Ok((fetched_at_utc, "live".to_string(), payload))
+}

package/src/research/highlights.rs

@@ -0,0 +1,345 @@
+use serde_json::Value;
+
+use crate::cli::ResearchProvider;
+use crate::model::{ResearchHighlight, research_value_string};
+
+pub(super) fn quote_summary_root(payload: &Value) -> Option<&Value> {
+    payload
+        .pointer("/quoteSummary/result/0")
+        .or_else(|| payload.pointer("/finance/result/0"))
+}
+
+pub(super) fn fundamentals_highlights(root: Option<&Value>) -> Vec<ResearchHighlight> {
+    let mut rows = Vec::new();
+    push_path(&mut rows, root, "Company", "/price/longName");
+    push_path(&mut rows, root, "Exchange", "/price/exchangeName");
+    push_path(&mut rows, root, "Industry", "/summaryProfile/industry");
+    push_path(&mut rows, root, "Market cap", "/price/marketCap");
+    push_path(
+        &mut rows,
+        root,
+        "EV",
+        "/defaultKeyStatistics/enterpriseValue",
+    );
+    push_path(&mut rows, root, "Trailing PE", "/summaryDetail/trailingPE");
+    push_path(&mut rows, root, "Forward PE", "/summaryDetail/forwardPE");
+    push_path(&mut rows, root, "P/B", "/defaultKeyStatistics/priceToBook");
+    push_path(&mut rows, root, "Revenue", "/financialData/totalRevenue");
+    push_path(
+        &mut rows,
+        root,
+        "Revenue growth",
+        "/financialData/revenueGrowth",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Gross margin",
+        "/financialData/grossMargins",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Operating margin",
+        "/financialData/operatingMargins",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Free cash flow",
+        "/financialData/freeCashflow",
+    );
+    push_path(&mut rows, root, "Cash", "/financialData/totalCash");
+    push_path(&mut rows, root, "Debt", "/financialData/totalDebt");
+    rows
+}
+
+pub(super) fn analysis_highlights(root: Option<&Value>) -> Vec<ResearchHighlight> {
+    let mut rows = Vec::new();
+    push_path(
+        &mut rows,
+        root,
+        "Target mean price",
+        "/financialData/targetMeanPrice",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Target median price",
+        "/financialData/targetMedianPrice",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Target high price",
+        "/financialData/targetHighPrice",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Target low price",
+        "/financialData/targetLowPrice",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Recommendation key",
+        "/financialData/recommendationKey",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Analyst count",
+        "/financialData/numberOfAnalystOpinions",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Recommendation trend period",
+        "/recommendationTrend/trend/0/period",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Strong Buy",
+        "/recommendationTrend/trend/0/strongBuy",
+    );
+    push_path(&mut rows, root, "Buy", "/recommendationTrend/trend/0/buy");
+    push_path(&mut rows, root, "Hold", "/recommendationTrend/trend/0/hold");
+    push_path(
+        &mut rows,
+        root,
+        "EPS trend period",
+        "/earningsTrend/trend/0/period",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "EPS estimate",
+        "/earningsTrend/trend/0/earningsEstimate/avg",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Revenue estimate",
+        "/earningsTrend/trend/0/revenueEstimate/avg",
+    );
+    rows
+}
+
+pub(super) fn ownership_highlights(root: Option<&Value>) -> Vec<ResearchHighlight> {
+    let mut rows = Vec::new();
+    push_path(
+        &mut rows,
+        root,
+        "Insider ownership",
+        "/majorHoldersBreakdown/insidersPercentHeld",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Institution ownership",
+        "/majorHoldersBreakdown/institutionsPercentHeld",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Institution float ownership",
+        "/majorHoldersBreakdown/institutionsFloatPercentHeld",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Institution count",
+        "/majorHoldersBreakdown/institutionsCount",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Insider transaction period",
+        "/netSharePurchaseActivity/period",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Insider net purchase",
+        "/netSharePurchaseActivity/netPercentInsiderShares",
+    );
+    rows
+}
+
+pub(super) fn events_highlights(root: Option<&Value>) -> Vec<ResearchHighlight> {
+    let mut rows = Vec::new();
+    push_path(
+        &mut rows,
+        root,
+        "Next earnings",
+        "/calendarEvents/earnings/earningsDate/0",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "EPS mean",
+        "/calendarEvents/earnings/earningsAverage",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Revenue mean",
+        "/calendarEvents/earnings/revenueAverage",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Ex-dividend date",
+        "/summaryDetail/exDividendDate",
+    );
+    push_path(
+        &mut rows,
+        root,
+        "Dividend yield",
+        "/summaryDetail/dividendYield",
+    );
+    push_path(&mut rows, root, "SEC filing", "/secFilings/filings/0/type");
+    push_path(&mut rows, root, "SEC date", "/secFilings/filings/0/date");
+    push_path(
+        &mut rows,
+        root,
+        "SEC link",
+        "/secFilings/filings/0/edgarUrl",
+    );
+    rows
+}
+
+pub(super) fn options_highlights(payload: &Value) -> Vec<ResearchHighlight> {
+    let result = payload.pointer("/optionChain/result/0");
+    let mut rows = Vec::new();
+    push_yahoo_path(
+        &mut rows,
+        result,
+        "Underlying price",
+        "/quote/regularMarketPrice",
+        "options",
+    );
+    push_yahoo_path(
+        &mut rows,
+        result,
+        "Available expiries",
+        "/expirationDates",
+        "options",
+    );
+    if let Some(option) = result.and_then(|root| root.pointer("/options/0")) {
+        rows.push(ResearchHighlight::new(
+            "Call contracts",
+            option
+                .pointer("/calls")
+                .and_then(Value::as_array)
+                .map(|values| values.len().to_string())
+                .unwrap_or_else(|| "-".to_string()),
+            ResearchProvider::Yahoo.label(),
+            "options",
+        ));
+        rows.push(ResearchHighlight::new(
+            "Put contracts",
+            option
+                .pointer("/puts")
+                .and_then(Value::as_array)
+                .map(|values| values.len().to_string())
+                .unwrap_or_else(|| "-".to_string()),
+            ResearchProvider::Yahoo.label(),
+            "options",
+        ));
+    }
+    rows
+}
+
+pub(super) fn search_highlights(payload: &Value) -> Vec<ResearchHighlight> {
+    let mut rows = Vec::new();
+    if let Some(quotes) = payload.pointer("/quotes").and_then(Value::as_array) {
+        for quote in quotes.iter().take(8) {
+            let symbol =
+                research_value_string(quote.pointer("/symbol")).unwrap_or_else(|| "-".to_string());
+            let name = research_value_string(quote.pointer("/shortname"))
+                .or_else(|| research_value_string(quote.pointer("/longname")))
+                .unwrap_or_else(|| "-".to_string());
+            rows.push(ResearchHighlight::new(
+                &format!("Ticker {symbol}"),
+                name,
+                ResearchProvider::Yahoo.label(),
+                "search",
+            ));
+        }
+    }
+    if let Some(news) = payload.pointer("/news").and_then(Value::as_array) {
+        for item in news.iter().take(5) {
+            let title =
+                research_value_string(item.pointer("/title")).unwrap_or_else(|| "-".to_string());
+            let publisher = research_value_string(item.pointer("/publisher"))
+                .unwrap_or_else(|| "-".to_string());
+            rows.push(ResearchHighlight::new(
+                &format!("News {publisher}"),
+                title,
+                ResearchProvider::Yahoo.label(),
+                "news",
+            ));
+        }
+    }
+    rows
+}
+
+pub(super) fn screen_highlights(payload: &Value) -> Vec<ResearchHighlight> {
+    let quotes = payload
+        .pointer("/finance/result/0/quotes")
+        .and_then(Value::as_array)
+        .or_else(|| payload.pointer("/quotes").and_then(Value::as_array));
+    let mut rows = Vec::new();
+    if let Some(quotes) = quotes {
+        for quote in quotes.iter().take(25) {
+            let symbol =
+                research_value_string(quote.pointer("/symbol")).unwrap_or_else(|| "-".to_string());
+            let name = research_value_string(quote.pointer("/shortName"))
+                .or_else(|| research_value_string(quote.pointer("/longName")))
+                .unwrap_or_else(|| "-".to_string());
+            let price = research_value_string(quote.pointer("/regularMarketPrice"))
+                .or_else(|| research_value_string(quote.pointer("/regularMarketPrice/fmt")))
+                .unwrap_or_else(|| "-".to_string());
+            rows.push(ResearchHighlight::new(
+                &symbol,
+                format!("{name} | {price}"),
+                ResearchProvider::Yahoo.label(),
+                "screen",
+            ));
+        }
+    }
+    rows
+}
+
+pub(super) fn push_path(
+    rows: &mut Vec<ResearchHighlight>,
+    root: Option<&Value>,
+    label: &str,
+    path: &str,
+) {
+    push_yahoo_path(rows, root, label, path, "quoteSummary");
+}
+
+pub(super) fn push_yahoo_path(
+    rows: &mut Vec<ResearchHighlight>,
+    root: Option<&Value>,
+    label: &str,
+    path: &str,
+    module: &str,
+) {
+    let Some(root) = root else {
+        return;
+    };
+    if let Some(row) = ResearchHighlight::from_path(
+        Some(root),
+        label,
+        path,
+        ResearchProvider::Yahoo.label(),
+        module,
+    ) {
+        rows.push(row);
+    }
+}