better-dsh 0.2.5 → 0.3.0

package/docs/80_upstream-docs-and-skills/hermes-dev-skill/src/docs/user-guide/skills/optional/finance/finance-merger-model.md

@@ -1,162 +0,0 @@
----
-title: "Merger Model — Build M&A accretion/dilution workbooks in Excel"
-sidebar_label: "Merger Model"
-description: "Build M&A accretion/dilution workbooks in Excel"
----
-
-{/* This page is auto-generated from the skill's SKILL.md by website/scripts/generate-skill-docs.py. Edit the source SKILL.md, not this page. */}
-
-# Merger Model
-
-Build M&A accretion/dilution workbooks in Excel.
-
-## Skill metadata
-
-| | |
-|---|---|
-| Source | Optional — install with `hermes skills install official/finance/merger-model` |
-| Path | `optional-skills/finance\merger-model` |
-| Version | `1.0.0` |
-| Author | Anthropic (adapted by Nous Research) |
-| License | Apache-2.0 |
-| Platforms | linux, macos, windows |
-| Tags | `finance`, `m-and-a`, `merger`, `accretion-dilution`, `excel`, `openpyxl`, `modeling`, `investment-banking` |
-| Related skills | [`excel-author`](/docs/user-guide/skills/optional/finance/finance-excel-author), [`pptx-author`](/docs/user-guide/skills/optional/finance/finance-pptx-author), [`dcf-model`](/docs/user-guide/skills/optional/finance/finance-dcf-model), [`3-statement-model`](/docs/user-guide/skills/optional/finance/finance-3-statement-model) |
-
-## Reference: full SKILL.md
-
-:::info
-The following is the complete skill definition that Hermes loads when this skill is triggered. This is what the agent sees as instructions when the skill is active.
-:::
-
-## Environment
-
-This skill assumes **headless openpyxl** — you are producing an .xlsx file on disk.
-Follow the `excel-author` skill's conventions for cell coloring, formulas, named ranges, and sensitivity tables.
-Recalculate before delivery: `python /path/to/excel-author/scripts/recalc.py ./out/model.xlsx`.
-
-# Merger Model
-
-Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms.
-
-## Workflow
-
-### Step 1: Gather Inputs
-
-**Acquirer:**
-- Company name, current share price, shares outstanding
-- LTM and NTM EPS (GAAP and adjusted)
-- P/E multiple
-- Pre-tax cost of debt, tax rate
-- Cash on balance sheet, existing debt
-
-**Target:**
-- Company name, current share price, shares outstanding (if public)
-- LTM and NTM EPS or net income
-- Enterprise value or equity value
-
-**Deal Terms:**
-- Offer price per share (or premium to current)
-- Consideration mix: % cash vs. % stock
-- New debt raised to fund cash portion
-- Expected synergies (revenue and cost) and phase-in timeline
-- Transaction fees and financing costs
-- Expected close date
-
-### Step 2: Purchase Price Analysis
-
-| Item | Value |
-|------|-------|
-| Offer price per share | |
-| Premium to current | |
-| Equity value | |
-| Plus: net debt assumed | |
-| Enterprise value | |
-| EV / EBITDA implied | |
-| P/E implied | |
-
-### Step 3: Sources & Uses
-
-| Sources | $ | Uses | $ |
-|---------|---|------|---|
-| New debt | | Equity purchase price | |
-| Cash on hand | | Refinance target debt | |
-| New equity issued | | Transaction fees | |
-| | | Financing fees | |
-| **Total** | | **Total** | |
-
-### Step 4: Pro Forma EPS (Accretion / Dilution)
-
-Calculate year-by-year (Year 1-3):
-
-| | Standalone | Pro Forma | Accretion/(Dilution) |
-|---|-----------|-----------|---------------------|
-| Acquirer net income | | | |
-| Target net income | | | |
-| Synergies (after tax) | | | |
-| Foregone interest on cash (after tax) | | | |
-| New debt interest (after tax) | | | |
-| Intangible amortization (after tax) | | | |
-| Pro forma net income | | | |
-| Pro forma shares | | | |
-| **Pro forma EPS** | | | |
-| **Accretion / (Dilution) %** | | | |
-
-### Step 5: Sensitivity Analysis
-
-**Accretion/Dilution vs. Synergies and Offer Premium:**
-
-| | $0M syn | $25M syn | $50M syn | $75M syn | $100M syn |
-|---|---------|----------|----------|----------|-----------|
-| 15% premium | | | | | |
-| 20% premium | | | | | |
-| 25% premium | | | | | |
-| 30% premium | | | | | |
-
-**Accretion/Dilution vs. Cash/Stock Mix:**
-
-| | 100% cash | 75/25 | 50/50 | 25/75 | 100% stock |
-|---|-----------|-------|-------|-------|------------|
-| Year 1 | | | | | |
-| Year 2 | | | | | |
-
-### Step 6: Breakeven Synergies
-
-Calculate the minimum synergies needed for the deal to be EPS-neutral in Year 1.
-
-### Step 7: Output
-
-- Excel workbook with:
-  - Assumptions tab
-  - Sources & uses
-  - Pro forma income statement
-  - Accretion/dilution summary
-  - Sensitivity tables
-  - Breakeven analysis
-- One-page merger consequences summary for pitch book
-
-## Important Notes
-
-- Always show both GAAP and adjusted (cash) EPS where relevant
-- Stock deals: use acquirer's current price for exchange ratio, note dilution from new shares
-- Include purchase price allocation — goodwill and intangible amortization matter for GAAP EPS
-- Synergy phase-in is critical — Year 1 is often only 25-50% of run-rate synergies
-- Don't forget foregone interest income on cash used and new interest expense on debt raised
-- Tax rate on synergies and interest adjustments should match the acquirer's marginal rate
-
-
-## Data sources — MCP first, web fallback
-
-Many passages below say "use the S&P Kensho MCP / Daloopa MCP / FactSet MCP". Those are commercial financial-data MCPs from the original Cowork plugin context. In Hermes:
-
-- **If you have any structured financial-data MCP configured** (Hermes supports MCP — see `native-mcp` skill), prefer it for point-in-time comps, precedent transactions, and filings.
-- **Otherwise**, fall back to:
-  - `web_search` / `web_extract` against SEC EDGAR (`https://www.sec.gov/cgi-bin/browse-edgar`) for US filings
-  - Company IR pages for press releases, earnings decks
-  - `browser_navigate` for interactive data portals
-  - User-provided data (explicitly ask when the context doesn't have it)
-- **Never fabricate**. If a multiple, precedent, or filing number can't be sourced, flag the cell as `[UNSOURCED]` and surface it to the user.
-
-## Attribution
-
-This skill is adapted from Anthropic's Claude for Financial Services plugin suite (Apache-2.0). The Office-JS / Cowork live-Excel paths have been removed; this version targets headless openpyxl via the `excel-author` skill's conventions. Original: https://github.com/anthropics/financial-services

package/docs/80_upstream-docs-and-skills/hermes-dev-skill/src/docs/user-guide/skills/optional/finance/finance-polymarket.md

@@ -1,97 +0,0 @@
----
-title: "Polymarket — Query Polymarket: markets, prices, orderbooks, history"
-sidebar_label: "Polymarket"
-description: "Query Polymarket: markets, prices, orderbooks, history"
----
-
-{/* This page is auto-generated from the skill's SKILL.md by website/scripts/generate-skill-docs.py. Edit the source SKILL.md, not this page. */}
-
-# Polymarket
-
-Query Polymarket: markets, prices, orderbooks, history.
-
-## Skill metadata
-
-| | |
-|---|---|
-| Source | Optional — install with `hermes skills install official/finance/polymarket` |
-| Path | `optional-skills/finance\polymarket` |
-| Version | `1.0.0` |
-| Author | Hermes Agent + Teknium |
-| License | MIT |
-| Platforms | linux, macos, windows |
-
-## Reference: full SKILL.md
-
-:::info
-The following is the complete skill definition that Hermes loads when this skill is triggered. This is what the agent sees as instructions when the skill is active.
-:::
-
-# Polymarket — Prediction Market Data
-
-Query prediction market data from Polymarket using their public REST APIs.
-All endpoints are read-only and require zero authentication.
-
-See `references/api-endpoints.md` for the full endpoint reference with curl examples.
-
-## When to Use
-
-- User asks about prediction markets, betting odds, or event probabilities
-- User wants to know "what are the odds of X happening?"
-- User asks about Polymarket specifically
-- User wants market prices, orderbook data, or price history
-- User asks to monitor or track prediction market movements
-
-## Key Concepts
-
-- **Events** contain one or more **Markets** (1:many relationship)
-- **Markets** are binary outcomes with Yes/No prices between 0.00 and 1.00
-- Prices ARE probabilities: price 0.65 means the market thinks 65% likely
-- `outcomePrices` field: JSON-encoded array like `["0.80", "0.20"]`
-- `clobTokenIds` field: JSON-encoded array of two token IDs [Yes, No] for price/book queries
-- `conditionId` field: hex string used for price history queries
-- Volume is in USDC (US dollars)
-
-## Three Public APIs
-
-1. **Gamma API** at `gamma-api.polymarket.com` — Discovery, search, browsing
-2. **CLOB API** at `clob.polymarket.com` — Real-time prices, orderbooks, history
-3. **Data API** at `data-api.polymarket.com` — Trades, open interest
-
-## Typical Workflow
-
-When a user asks about prediction market odds:
-
-1. **Search** using the Gamma API public-search endpoint with their query
-2. **Parse** the response — extract events and their nested markets
-3. **Present** market question, current prices as percentages, and volume
-4. **Deep dive** if asked — use clobTokenIds for orderbook, conditionId for history
-
-## Presenting Results
-
-Format prices as percentages for readability:
-- outcomePrices `["0.652", "0.348"]` becomes "Yes: 65.2%, No: 34.8%"
-- Always show the market question and probability
-- Include volume when available
-
-Example: `"Will X happen?" — 65.2% Yes ($1.2M volume)`
-
-## Parsing Double-Encoded Fields
-
-The Gamma API returns `outcomePrices`, `outcomes`, and `clobTokenIds` as JSON strings
-inside JSON responses (double-encoded). When processing with Python, parse them with
-`json.loads(market['outcomePrices'])` to get the actual array.
-
-## Rate Limits
-
-Generous — unlikely to hit for normal usage:
-- Gamma: 4,000 requests per 10 seconds (general)
-- CLOB: 9,000 requests per 10 seconds (general)
-- Data: 1,000 requests per 10 seconds (general)
-
-## Limitations
-
-- This skill is read-only — it does not support placing trades
-- Trading requires wallet-based crypto authentication (EIP-712 signatures)
-- Some new markets may have empty price history
-- Geographic restrictions apply to trading but read-only data is globally accessible

package/docs/80_upstream-docs-and-skills/hermes-dev-skill/src/docs/user-guide/skills/optional/finance/finance-pptx-author.md

@@ -1,191 +0,0 @@
----
-title: "Pptx Author — Build PowerPoint decks headless with python-pptx"
-sidebar_label: "Pptx Author"
-description: "Build PowerPoint decks headless with python-pptx"
----
-
-{/* This page is auto-generated from the skill's SKILL.md by website/scripts/generate-skill-docs.py. Edit the source SKILL.md, not this page. */}
-
-# Pptx Author
-
-Build PowerPoint decks headless with python-pptx.
-
-## Skill metadata
-
-| | |
-|---|---|
-| Source | Optional — install with `hermes skills install official/finance/pptx-author` |
-| Path | `optional-skills/finance\pptx-author` |
-| Version | `1.0.0` |
-| Author | Anthropic (adapted by Nous Research) |
-| License | Apache-2.0 |
-| Platforms | linux, macos, windows |
-| Tags | `powerpoint`, `pptx`, `python-pptx`, `presentation`, `finance` |
-| Related skills | [`excel-author`](/docs/user-guide/skills/optional/finance/finance-excel-author), [`powerpoint`](/docs/user-guide/skills/bundled/productivity/productivity-powerpoint) |
-
-## Reference: full SKILL.md
-
-:::info
-The following is the complete skill definition that Hermes loads when this skill is triggered. This is what the agent sees as instructions when the skill is active.
-:::
-
-# pptx-author
-
-Produce a .pptx file on disk using `python-pptx`. Use when you need to deliver a deck as a file artifact, not drive a live PowerPoint session.
-
-Adapted from Anthropic's `pptx-author` and `pitch-deck` skills in [anthropics/financial-services](https://github.com/anthropics/financial-services). The MCP / Office-JS branches of the originals are dropped — this assumes headless Python.
-
-For the broader, already-shipped PowerPoint authoring skill (slides, speaker notes, embeds, media), see the built-in `powerpoint` skill. This skill is a lighter-weight pattern tuned for model-backed decks (pitch decks, IC memos, earnings notes) where every number must trace to a source workbook.
-
-## Output contract
-
-- Write to `./out/<name>.pptx`. Create `./out/` if it does not exist.
-- Return the relative path in your final message.
-
-## Setup
-
-```bash
-pip install "python-pptx>=0.6"
-```
-
-## Core conventions
-
-### One idea per slide
-Title states the takeaway; body supports it. A slide titled "Q3 Revenue" is weak; "Revenue growth accelerated to 14% Y/Y in Q3" is strong.
-
-### Every number traces to the model
-If a figure on a slide came from `./out/model.xlsx`, footnote the sheet and cell.
-
-```
-Revenue: $1,250M  (Source: model.xlsx, Inputs!C3)
-```
-
-Never transcribe numbers from memory or from a summary — open the workbook, read the named range, and bind the deck value to it programmatically when you can.
-
-### Use the firm template when one is mounted
-If `./templates/firm-template.pptx` exists, load it so the deck inherits branded colors, fonts, and master layouts.
-
-```python
-from pptx import Presentation
-from pathlib import Path
-
-template = Path("./templates/firm-template.pptx")
-prs = Presentation(str(template)) if template.exists() else Presentation()
-```
-
-### Charts: PNG-from-model beats native pptx charts
-When fidelity matters (the model's chart styling must match the deck exactly), render the chart to PNG from the source workbook and embed the image. Native `pptx.chart` charts are fragile and often don't match firm conventions.
-
-```python
-from pptx.util import Inches
-slide.shapes.add_picture("./out/charts/football_field.png",
-                         Inches(1), Inches(2),
-                         width=Inches(8))
-```
-
-### No external sends
-This skill writes a file. It never emails, uploads, or posts. Orchestration layers handle delivery.
-
-## Skeleton
-
-```python
-from pptx import Presentation
-from pptx.util import Inches, Pt
-from pptx.dml.color import RGBColor
-from pathlib import Path
-
-template = Path("./templates/firm-template.pptx")
-prs = Presentation(str(template)) if template.exists() else Presentation()
-
-# Title slide
-slide = prs.slides.add_slide(prs.slide_layouts[0])
-slide.shapes.title.text = "Project Aurora — Strategic Alternatives"
-slide.placeholders[1].text = "Preliminary Discussion Materials"
-
-# Valuation summary slide (title-only layout)
-slide = prs.slides.add_slide(prs.slide_layouts[5])
-slide.shapes.title.text = "Valuation implies $38–$52 per share across methodologies"
-
-# Add a table bound to model outputs
-rows, cols = 5, 4
-tbl_shape = slide.shapes.add_table(rows, cols,
-                                   Inches(0.5), Inches(1.5),
-                                   Inches(9), Inches(3))
-tbl = tbl_shape.table
-headers = ["Methodology", "Low ($)", "Mid ($)", "High ($)"]
-for c, h in enumerate(headers):
-    tbl.cell(0, c).text = h
-
-# In a real deck, read these from the model workbook with openpyxl
-data = [
-    ("Trading comps",     "35", "41", "48"),
-    ("Precedent M&A",     "39", "45", "52"),
-    ("DCF (base)",        "36", "43", "51"),
-    ("LBO (10% IRR)",     "33", "38", "44"),
-]
-for r, row in enumerate(data, start=1):
-    for c, val in enumerate(row):
-        tbl.cell(r, c).text = val
-
-# Embed a chart rendered from the model
-slide = prs.slides.add_slide(prs.slide_layouts[5])
-slide.shapes.title.text = "Football field — current price $42"
-slide.shapes.add_picture("./out/charts/football_field.png",
-                         Inches(1), Inches(1.8), width=Inches(8))
-
-Path("./out").mkdir(exist_ok=True)
-prs.save("./out/pitch-aurora.pptx")
-```
-
-## Binding deck numbers to the source workbook
-
-Read named ranges or specific cells from your Excel model so deck numbers never drift.
-
-```python
-from openpyxl import load_workbook
-
-wb = load_workbook("./out/model.xlsx", data_only=True)
-def nr(name):
-    """Resolve a named range to its current computed value."""
-    rng = wb.defined_names[name]
-    sheet, coord = next(rng.destinations)
-    return wb[sheet][coord].value
-
-revenue_fy24 = nr("RevenueFY24")
-implied_mid  = nr("ImpliedSharePriceBase")
-```
-
-Then build deck content using those values:
-```python
-slide.shapes.title.text = f"Implied share price of ${implied_mid:.2f} (base case)"
-```
-
-Remember to recalculate the workbook before reading it — openpyxl only sees computed values if something has already calculated the sheet. Run the recalc helper in the `excel-author` skill first, or open/save through a real Excel session.
-
-## Slide-type checklist for pitch decks
-
-A typical banking pitch deck follows this structure. Not prescriptive, but useful as a starting skeleton:
-
-1. Cover / title
-2. Disclaimer
-3. Table of contents
-4. Situation overview
-5. Company snapshot (the target)
-6. Market / sector context
-7. Valuation summary (football field) — the money slide
-8. Trading comps detail
-9. Precedent transactions detail
-10. DCF summary
-11. Illustrative LBO / sponsor case
-12. Process considerations
-13. Appendix
-
-## When NOT to use this skill
-
-- Users in a live PowerPoint session with an Office MCP available — drive their live doc instead.
-- Non-financial slideware (quarterly all-hands, marketing decks) — use the broader `powerpoint` skill.
-- Decks with heavy animation, transitions, or speaker notes — use the broader `powerpoint` skill.
-
-## Attribution
-
-Conventions adapted from Anthropic's Claude for Financial Services plugin suite, Apache-2.0 licensed. Original: https://github.com/anthropics/financial-services/tree/main/plugins/agent-plugins/pitch-agent/skills/pptx-author

package/docs/80_upstream-docs-and-skills/hermes-dev-skill/src/docs/user-guide/skills/optional/finance/finance-stocks.md

@@ -1,112 +0,0 @@
----
-title: "Stocks — Stock quotes, history, search, compare, crypto via Yahoo"
-sidebar_label: "Stocks"
-description: "Stock quotes, history, search, compare, crypto via Yahoo"
----
-
-{/* This page is auto-generated from the skill's SKILL.md by website/scripts/generate-skill-docs.py. Edit the source SKILL.md, not this page. */}
-
-# Stocks
-
-Stock quotes, history, search, compare, crypto via Yahoo.
-
-## Skill metadata
-
-| | |
-|---|---|
-| Source | Optional — install with `hermes skills install official/finance/stocks` |
-| Path | `optional-skills/finance\stocks` |
-| Version | `0.1.0` |
-| Author | Mibay (Mibayy), Hermes Agent |
-| License | MIT |
-| Platforms | linux, macos, windows |
-| Tags | `Stocks`, `Finance`, `Market`, `Crypto`, `Investing` |
-| Related skills | [`dcf-model`](/docs/user-guide/skills/optional/finance/finance-dcf-model), [`comps-analysis`](/docs/user-guide/skills/optional/finance/finance-comps-analysis), [`lbo-model`](/docs/user-guide/skills/optional/finance/finance-lbo-model) |
-
-## Reference: full SKILL.md
-
-:::info
-The following is the complete skill definition that Hermes loads when this skill is triggered. This is what the agent sees as instructions when the skill is active.
-:::
-
-# Stocks Skill
-
-Read-only market data via Yahoo Finance. Five commands: `quote`, `search`,
-`history`, `compare`, `crypto`. Python stdlib only — no API key, no pip
-installs. Yahoo's endpoint is unofficial and may rate-limit or change.
-
-## When to Use
-
-- User asks for a current stock price (AAPL, TSLA, MSFT, ...)
-- User wants to look up a ticker by company name
-- User wants OHLCV history or performance over a date range
-- User wants to compare several tickers side by side
-- User asks for a crypto price (BTC, ETH, SOL, ...)
-
-## Prerequisites
-
-Python 3.8+ stdlib only. Optional: set `ALPHA_VANTAGE_KEY` to enrich
-`market_cap`, `pe_ratio`, and 52-week levels when Yahoo's crumb-protected
-fields come back null. Free key: https://www.alphavantage.co/support/#api-key
-
-## How to Run
-
-Invoke through the `terminal` tool. Once installed:
-
-```
-SCRIPT=~/.hermes/skills/finance/stocks/scripts/stocks_client.py
-python $SCRIPT quote AAPL
-```
-
-All output is JSON on stdout — pipe through `jq` if you want to slice it.
-
-## Quick Reference
-
-```
-python $SCRIPT quote AAPL
-python $SCRIPT quote AAPL MSFT GOOGL TSLA
-python $SCRIPT search "Tesla"
-python $SCRIPT history NVDA --range 6mo
-python $SCRIPT compare AAPL MSFT GOOGL
-python $SCRIPT crypto BTC ETH SOL
-```
-
-## Commands
-
-### `quote SYMBOL [SYMBOL2 ...]`
-
-Current price, change, change%, volume, 52-week high/low.
-
-### `search QUERY`
-
-Find tickers by company name. Returns top 5: symbol, name, exchange, type.
-
-### `history SYMBOL [--range RANGE]`
-
-Daily OHLCV plus stats (min, max, avg, total return %). Ranges: `1mo`,
-`3mo`, `6mo`, `1y`, `5y`. Default: `1mo`.
-
-### `compare SYMBOL1 SYMBOL2 [...]`
-
-Side-by-side: price, change%, 52-week performance.
-
-### `crypto SYMBOL [SYMBOL2 ...]`
-
-Crypto prices. Pass `BTC` (the script appends `-USD` automatically).
-
-## Pitfalls
-
-- Yahoo Finance's API is unofficial. Endpoints can change or rate-limit
-  without notice — if requests start failing, that's why.
-- `market_cap` and `pe_ratio` may return null on `quote` when Yahoo's
-  crumb session isn't established. Set `ALPHA_VANTAGE_KEY` to backfill.
-- Add a small delay between bulk requests to avoid rate-limiting.
-- This is read-only — no order placement, no account integration.
-
-## Verification
-
-```
-python ~/.hermes/skills/finance/stocks/scripts/stocks_client.py quote AAPL
-```
-
-Returns a JSON object with `symbol: "AAPL"` and a numeric `price` field.