brief-lens 0.0.0-stage → 0.1.0

package/LICENSE

@@ -0,0 +1,21 @@
+MIT License
+
+Copyright (c) 2026 Kazusa Nakagawa
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

package/README.md

@@ -1,3 +1,34 @@
-# Temporary Holding Version
+# brief-lens
 
-This version is a temporary placeholder for this package. An operational version to replace this has been submitted for review and is awaiting a staged release.
+A personal market-intelligence briefing agent with a local Web UI. It ties
+geopolitical events, stock moves and sector themes to *your* portfolio, using
+the Claude Code CLI for every model call.
+
+```bash
+npx brief-lens
+```
+
+The first run creates `~/.brief-lens/`, installs the Python backend with `uv`,
+then starts the API and Web UI and opens your browser.
+
+> **Not investment advice.** Briefings are generated by an LLM from web search results and can be wrong, incomplete or out of date. Nothing this software produces is a recommendation to buy or sell any security. Verify information independently and make your own decisions at your own risk. The software is provided as is, without warranty under the MIT License.
+
+## Requirements
+
+- Node.js 18+
+- [uv](https://docs.astral.sh/uv/)
+- [Claude Code](https://docs.claude.com/en/docs/claude-code) CLI, logged in, on a paid Claude plan (Pro/Max)
+- macOS or Linux
+
+## Options
+
+```
+--port <n>       Web UI port (default: 3000)
+--api-port <n>   API port (default: 8000)
+--home <dir>     Data home (default: $BRIEF_LENS_HOME or ~/.brief-lens)
+--no-browser     Do not open the browser
+-v, --version    Print the version
+-h, --help       Show help
+```
+
+Source, full docs and issues: https://github.com/KazusaNakagawa/ai-agent-cli

package/bin/brief-lens.mjs

@@ -0,0 +1,58 @@
+#!/usr/bin/env node
+// Entry point for `npx brief-lens`: pre-flight → data home → Python venv → serve.
+import { readFileSync } from "node:fs"
+import { join } from "node:path"
+import { fileURLToPath } from "node:url"
+
+import { HELP, parseCliArgs, UsageError } from "../lib/args.mjs"
+import { ensureHome } from "../lib/home.mjs"
+import { resolveLayout } from "../lib/layout.mjs"
+import { preflight } from "../lib/preflight.mjs"
+import { ensureVenv } from "../lib/python.mjs"
+import { runCommand, serve } from "../lib/serve.mjs"
+
+const pkgRoot = fileURLToPath(new URL("..", import.meta.url))
+const log = (msg) => console.log(msg)
+
+async function main() {
+  let opts
+  try {
+    opts = parseCliArgs(process.argv.slice(2), process.env)
+  } catch (err) {
+    if (err instanceof UsageError) {
+      console.error(`brief-lens: ${err.message}\nTry: brief-lens --help`)
+      return 2
+    }
+    throw err
+  }
+  if (opts.help) {
+    process.stdout.write(HELP)
+    return 0
+  }
+  if (opts.version) {
+    log(JSON.parse(readFileSync(join(pkgRoot, "package.json"), "utf8")).version)
+    return 0
+  }
+
+  const problems = preflight({ env: process.env, nodeVersion: process.version })
+  if (problems.length > 0) {
+    console.error(`brief-lens: missing prerequisites:\n\n${problems.map((p) => `  - ${p}`).join("\n")}`)
+    return 1
+  }
+
+  const layout = resolveLayout(pkgRoot)
+  const { created, tokenPath } = ensureHome(opts.home, join(layout.pythonDir, "config"))
+  if (created.includes("config/briefing.json")) {
+    log(`Created ${join(opts.home, "config", "briefing.json")} from the template — edit it (or use the Config screen) to describe your portfolio.`)
+  }
+  const { uvicorn } = await ensureVenv({ home: opts.home, appDir: layout.pythonDir, run: runCommand, log })
+  return serve({ layout, opts, uvicorn, tokenPath, log })
+}
+
+main().then(
+  (code) => process.exit(code),
+  (err) => {
+    console.error(`brief-lens: ${err.message}`)
+    process.exit(1)
+  },
+)

package/dist/python/bin/archive.sh

@@ -0,0 +1,82 @@
+#!/usr/bin/env bash
+# Archive a month's briefing markdown files into a zip and upload to Google Drive
+# via rclone (zero-cost). Runnable manually, from launchd, or via POST /api/archive.
+#
+# Usage: archive.sh [--month YYYY-MM] [--prune]
+#   --month  Target month (default: previous month).
+#   --prune  Delete local md files after a successful upload (default: keep).
+#
+# Env overrides (mainly for tests):
+#   ARCHIVE_BRIEFING_DIR  Source dir of *_YYYY-MM-*.md (default: apps/python/output/briefing)
+#   ARCHIVE_OUTPUT_DIR    Where the zip is written     (default: apps/python/output/archive)
+#   RCLONE_REMOTE         rclone remote name           (default: gdrive)
+#   RCLONE_PATH           Remote path under the remote (default: ai-agent/briefing)
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "$0")" && pwd)"
+PROJECT_ROOT="$(cd "$SCRIPT_DIR/../../.." && pwd)"
+
+BRIEFING_DIR="${ARCHIVE_BRIEFING_DIR:-$PROJECT_ROOT/apps/python/output/briefing}"
+OUTPUT_DIR="${ARCHIVE_OUTPUT_DIR:-$PROJECT_ROOT/apps/python/output/archive}"
+RCLONE_REMOTE="${RCLONE_REMOTE:-gdrive}"
+RCLONE_PATH="${RCLONE_PATH:-ai-agent/briefing}"
+
+MONTH=""
+PRUNE=0
+while [ $# -gt 0 ]; do
+    case "$1" in
+        --month) MONTH="$2"; shift 2 ;;
+        --prune) PRUNE=1; shift ;;
+        *) echo "error: unknown argument: $1" >&2; exit 2 ;;
+    esac
+done
+
+# Default to the previous month (BSD/macOS and GNU/Linux variants).
+if [ -z "$MONTH" ]; then
+    if date -v-1m +%Y-%m >/dev/null 2>&1; then
+        MONTH="$(date -v-1m +%Y-%m)"
+    elif date -d 'last month' +%Y-%m >/dev/null 2>&1; then
+        MONTH="$(date -d 'last month' +%Y-%m)"
+    else
+        echo "error: unsupported 'date' implementation; please supply --month YYYY-MM" >&2
+        exit 1
+    fi
+fi
+
+if ! [[ "$MONTH" =~ ^[0-9]{4}-[0-9]{2}$ ]]; then
+    echo "error: --month must be YYYY-MM, got: $MONTH" >&2
+    exit 2
+fi
+
+# Collect this month's md files; skip (success) when there are none.
+shopt -s nullglob
+files=( "$BRIEFING_DIR"/*_"$MONTH"-*.md )
+shopt -u nullglob
+if [ ${#files[@]} -eq 0 ]; then
+    echo "skip: no briefing files for $MONTH in $BRIEFING_DIR"
+    exit 0
+fi
+
+if ! command -v rclone >/dev/null 2>&1; then
+    echo "error: rclone not found. Install it and configure a remote:" >&2
+    echo "       brew install rclone && rclone config   # create remote '$RCLONE_REMOTE'" >&2
+    exit 1
+fi
+
+mkdir -p "$OUTPUT_DIR"
+ZIP_PATH="$OUTPUT_DIR/briefing_$MONTH.zip"
+rm -f "$ZIP_PATH"
+zip -j "$ZIP_PATH" "${files[@]}"
+echo "created: $ZIP_PATH (${#files[@]} files)"
+
+if ! rclone copy "$ZIP_PATH" "$RCLONE_REMOTE:$RCLONE_PATH/"; then
+    echo "error: rclone upload failed. Check that remote '$RCLONE_REMOTE' is configured:" >&2
+    echo "       rclone config   # then re-run" >&2
+    exit 1
+fi
+echo "uploaded: $RCLONE_REMOTE:$RCLONE_PATH/briefing_$MONTH.zip"
+
+if [ "$PRUNE" -eq 1 ]; then
+    rm -f "${files[@]}"
+    echo "pruned: ${#files[@]} local md files for $MONTH"
+fi

package/dist/python/config/briefing.json.example

@@ -0,0 +1,433 @@
+{
+  "model": "claude-haiku-4-5-20251001",
+  "fallback_model": "claude-haiku-5-5",
+  "portfolio": {
+    "tickers": [
+      "PLTR",
+      "NVDA",
+      "CBRS"
+    ],
+    "themes": [
+      "AI規制",
+      "米中関係",
+      "半導体",
+      "関税・貿易戦争",
+      "FRB金融政策",
+      "脱炭素・エネルギー転換",
+      "食料安全保障・農業テック",
+      "サイバーセキュリティ",
+      "バイオ・ゲノム編集"
+    ]
+  },
+  "fx": {
+    "pairs": [
+      {
+        "symbol": "JPY=X",
+        "label": "USD/JPY",
+        "band_low": 150,
+        "band_high": 165
+      }
+    ],
+    "usd_asset_share": 0.85,
+    "scenario_rates": [
+      150,
+      140,
+      130
+    ]
+  },
+  "watch_sectors": [
+    {
+      "sector": "AI・クラウド",
+      "tickers": [
+        "NVDA",
+        "MSFT",
+        "GOOGL",
+        "META",
+        "AMZN",
+        "ORCL",
+        "CRM",
+        "SNOW",
+        "PLTR"
+      ],
+      "notes": "AI設備投資サイクル・モデル競争・規制動向が株価ドライバー"
+    },
+    {
+      "sector": "半導体・製造装置",
+      "tickers": [
+        "NVDA",
+        "AMD",
+        "INTC",
+        "QCOM",
+        "ARM",
+        "TSM",
+        "ASML",
+        "AMAT",
+        "LRCX",
+        "MU"
+      ],
+      "notes": "米中輸出規制・台湾リスク・データセンター向け需要が焦点。ASMLは欧州規制の影響大"
+    },
+    {
+      "sector": "サイバーセキュリティ",
+      "tickers": [
+        "CRWD",
+        "PANW",
+        "ZS",
+        "FTNT",
+        "S",
+        "OKTA",
+        "CYBR"
+      ],
+      "notes": "ランサムウェア・国家支援型攻撃の増加で政府・企業需要が底堅い。AI活用による脅威検知が次の競争軸"
+    },
+    {
+      "sector": "防衛・宇宙",
+      "tickers": [
+        "LMT",
+        "RTX",
+        "NOC",
+        "GD",
+        "BA",
+        "HII"
+      ],
+      "notes": "NATO防衛費増加・地政学緊張が追い風。継続的な増勢予算で長期受注残が積み上がる構図"
+    },
+    {
+      "sector": "エネルギー（石油・ガス）",
+      "tickers": [
+        "XOM",
+        "CVX",
+        "COP",
+        "BP",
+        "SHEL",
+        "EOG",
+        "SLB"
+      ],
+      "notes": "原油価格・OPEC+産量・中東リスクが直結。SLBは探掘サービスで景気敏感性高い"
+    },
+    {
+      "sector": "再生可能エネルギー・電力",
+      "tickers": [
+        "NEE",
+        "ENPH",
+        "FSLR",
+        "BE",
+        "GEV"
+      ],
+      "notes": "IRA補助金・金利動向・電力需要急増（データセンター）が変数。金利低下局面で追い風"
+    },
+    {
+      "sector": "ヘルスケア・製薬",
+      "tickers": [
+        "LLY",
+        "UNH",
+        "JNJ",
+        "PFE",
+        "MRK",
+        "ABBV",
+        "BMY",
+        "AMGN",
+        "GILD",
+        "MRNA"
+      ],
+      "notes": "GLP-1肥満治療薬（LLY）・薬価規制（IRA）・特許崖がセクター全体の焦点"
+    },
+    {
+      "sector": "バイオテク・ゲノム編集",
+      "tickers": [
+        "REGN",
+        "VRTX",
+        "BIIB",
+        "ILMN",
+        "CRSP",
+        "EDIT",
+        "NTLA",
+        "BEAM"
+      ],
+      "notes": "CRISPR・mRNA・細胞療法が次世代パイプラインの柱。FDA承認タイミングが株価の急騰・急落トリガー"
+    },
+    {
+      "sector": "農業・農業テック",
+      "tickers": [
+        "DE",
+        "MOS",
+        "CF",
+        "CTVA",
+        "FMC",
+        "ADM",
+        "BG"
+      ],
+      "notes": "食料安全保障・肥料価格（天然ガス連動）・気候変動対応が需要ドライバー。ウクライナ紛争による穀物供給不安が継続リスク"
+    },
+    {
+      "sector": "金融・銀行",
+      "tickers": [
+        "JPM",
+        "BAC",
+        "GS",
+        "MS",
+        "C",
+        "WFC",
+        "V",
+        "MA",
+        "BLK"
+      ],
+      "notes": "FRB利下げペース・信用コスト・規制緩和（バーゼルIII最終化）が業績に直結"
+    },
+    {
+      "sector": "フィンテック・暗号資産",
+      "tickers": [
+        "SQ",
+        "PYPL",
+        "COIN",
+        "NU",
+        "HOOD"
+      ],
+      "notes": "暗号資産規制・金利水準・決済競争が変数。COINはBTC価格との連動性が高い"
+    },
+    {
+      "sector": "消費者・小売・EC",
+      "tickers": [
+        "AMZN",
+        "WMT",
+        "COST",
+        "TGT",
+        "HD",
+        "MCD",
+        "SBUX",
+        "NKE"
+      ],
+      "notes": "消費者信頼感・関税（輸入コスト）・雇用統計が先行指標。HDは住宅ローン金利に敏感"
+    },
+    {
+      "sector": "EV・自動車",
+      "tickers": [
+        "TSLA",
+        "GM",
+        "F",
+        "TM",
+        "RIVN",
+        "ON"
+      ],
+      "notes": "EV補助金見直し・中国EV関税・バッテリーコストが業績左右。TSLAはAI・ロボット期待も含む"
+    },
+    {
+      "sector": "産業・重工業・機械",
+      "tickers": [
+        "CAT",
+        "HON",
+        "GE",
+        "ETN",
+        "EMR",
+        "ITW"
+      ],
+      "notes": "インフラ投資・製造業PMI・設備投資サイクルが需要ドライバー。GEはエアロエンジンで超過需要"
+    },
+    {
+      "sector": "ロボティクス・産業オートメーション",
+      "tickers": [
+        "ABB",
+        "ROK",
+        "ISRG",
+        "FANUC",
+        "TER",
+        "BRKS"
+      ],
+      "notes": "人件費高騰・製造業の国内回帰（ニアショアリング）が自動化投資を加速。外科ロボット（ISRG）は医療費圧縮の切り札"
+    },
+    {
+      "sector": "海運・物流",
+      "tickers": [
+        "ZIM",
+        "FDX",
+        "UPS",
+        "XPO",
+        "CHRW",
+        "EXPD"
+      ],
+      "notes": "紅海・ホルムズ海峡の地政学リスクが運賃に直結。eコマース需要と過剰船腹の需給バランスが焦点"
+    },
+    {
+      "sector": "素材・資源・鉱業",
+      "tickers": [
+        "FCX",
+        "NEM",
+        "AA",
+        "NUE",
+        "LIN"
+      ],
+      "notes": "中国需要・ドル高・脱炭素向け素材（銅：FCX）需要増が注目点。金（NEM）は地政学ヘッジ"
+    },
+    {
+      "sector": "通信・メディア・エンタメ",
+      "tickers": [
+        "DIS",
+        "NFLX",
+        "CMCSA",
+        "T",
+        "VZ",
+        "TMUS"
+      ],
+      "notes": "ストリーミング競争・5G設備投資・広告市場の回復度合いがカタリスト"
+    },
+    {
+      "sector": "不動産・REIT",
+      "tickers": [
+        "PLD",
+        "AMT",
+        "EQIX",
+        "SPG",
+        "O"
+      ],
+      "notes": "金利低下がバリュエーション直撃。データセンターREIT（EQIX）はAI需要で別格の強さ"
+    }
+  ],
+  "obsidian": {
+    "vault_path": "/Users/yourname/Documents/MyVault",
+    "journal_subdir": "journal",
+    "exclude_dirs": [".obsidian", ".trash", "templates"]
+  },
+  "journal_chat": {
+    "trusted_write_dirs": ["~/work/zenn-docs"]
+  },
+  "speech": {
+    "audio": false,
+    "voice": "Kyoko",
+    "max_chars": 3000
+  },
+  "slides": {
+    "max_claims": 3
+  },
+  "watch_events": [
+    {
+      "name": "SpaceX IPO",
+      "trigger": "SECへのS-1正式申請",
+      "affected_sectors": [
+        "防衛・宇宙",
+        "テクノロジー",
+        "AI・クラウド"
+      ],
+      "related_tickers": [
+        "RKLB",
+        "ASTS",
+        "MNTS",
+        "LUNR"
+      ],
+      "notes": "SpaceX上場時は宇宙セクター全体の再評価が起きやすい。競合のRKLB・ASTSへの影響（バリュエーション圧縮 or 注目集中）に注目。Starlink分離上場シナリオも要ウォッチ"
+    }
+  ],
+  "geopolitical": {
+    "conflicts": [
+      {
+        "name": "ロシア・ウクライナ戦争",
+        "affected_sectors": [
+          "エネルギー",
+          "防衛産業",
+          "穀物・農業",
+          "欧州株"
+        ],
+        "related_tickers": [
+          "LMT",
+          "RTX",
+          "NOC",
+          "XOM",
+          "BP",
+          "SHEL"
+        ],
+        "notes": "欧州のエネルギー依存・穀物供給不安が継続。NATO加盟国の防衛費増加でLMT/RTXに追い風",
+        "query_en": "Russia Ukraine war"
+      },
+      {
+        "name": "中東紛争（イスラエル・ガザ・イラン）",
+        "affected_sectors": [
+          "エネルギー",
+          "防衛産業",
+          "海運・物流"
+        ],
+        "related_tickers": [
+          "XOM",
+          "CVX",
+          "COP",
+          "LMT",
+          "NOC",
+          "SLB"
+        ],
+        "notes": "ホルムズ海峡リスクが原油価格に直結。イラン核合意の行方次第で原油±10%の変動リスク",
+        "query_en": "Israel Iran Middle East conflict"
+      },
+      {
+        "name": "米中技術覇権争い・台湾リスク",
+        "affected_sectors": [
+          "半導体",
+          "AI・クラウド",
+          "防衛産業",
+          "EV・バッテリー"
+        ],
+        "related_tickers": [
+          "NVDA",
+          "TSM",
+          "AMAT",
+          "ASML",
+          "PLTR",
+          "AMD",
+          "LRCX"
+        ],
+        "notes": "台湾有事シナリオはTSM・NVDAに直撃。輸出規制の強化・緩和がNVDA株価の短期ドライバー",
+        "query_en": "US China chip export controls Taiwan"
+      },
+      {
+        "name": "米国関税・貿易戦争（トランプ政権）",
+        "affected_sectors": [
+          "製造業",
+          "消費財",
+          "半導体",
+          "EV・自動車",
+          "素材"
+        ],
+        "related_tickers": [
+          "TSLA",
+          "GM",
+          "F",
+          "AAPL",
+          "NKE",
+          "CAT",
+          "FCX",
+          "AA"
+        ],
+        "notes": "相互関税・中国製品への高関税がサプライチェーン再編を加速。ニアショアリング恩恵はCAT・ETN",
+        "query_en": "Trump tariffs trade war"
+      },
+      {
+        "name": "インド・パキスタン緊張",
+        "affected_sectors": [
+          "防衛産業",
+          "エネルギー",
+          "新興国株"
+        ],
+        "related_tickers": [
+          "LMT",
+          "RTX",
+          "NOC",
+          "XOM"
+        ],
+        "notes": "核保有国同士の衝突リスク。エスカレーション時はリスクオフでゴールド・原油上昇圧力",
+        "query_en": "India Pakistan tensions"
+      },
+      {
+        "name": "北朝鮮・朝鮮半島リスク",
+        "affected_sectors": [
+          "防衛産業",
+          "半導体（韓国）"
+        ],
+        "related_tickers": [
+          "LMT",
+          "RTX",
+          "NOC",
+          "AMAT"
+        ],
+        "notes": "有事時はSamsungやSKハイニックスの供給網に打撃。DRAMスポット価格急騰リスク",
+        "query_en": "North Korea missile Korean peninsula"
+      }
+    ]
+  }
+}

package/dist/python/config/holdings.json.example

@@ -0,0 +1,57 @@
+{
+  "as_of": "2026-01-01",
+  "source": "どの残高データを写したかを書く（例: 証券会社の保有残高 2026-01-01 取得）。株式は yfinance で現在値に更新されるが、manual_value_jpy の行はここに書いた時点の評価額のまま。",
+  "cash": {
+    "JPY": 0,
+    "USD": 0
+  },
+  "nisa_growth_remaining_jpy": 0,
+  "positions": [
+    {
+      "_comment": "株式・ETF: yfinance で現在値を取得する行。avg_cost は現地通貨（米国株は USD、東証は円）。bucket は ai_growth / high_risk / healthcare / defense / japan / defensive / index / other。",
+      "ticker": "MSFT",
+      "name": "マイクロソフト",
+      "shares": 10,
+      "avg_cost": 300.0,
+      "account": "特定",
+      "bucket": "ai_growth"
+    },
+    {
+      "_comment": "円建てだが中身が外貨の商品は fx_exposure で実質の外貨比率を指定する（省略時は上場通貨から判定：USD建て=1.0 / 円建て=0.0）。",
+      "ticker": "1554.T",
+      "name": "上場MSCI世界株",
+      "shares": 100,
+      "avg_cost": 2000.0,
+      "account": "特定",
+      "bucket": "index",
+      "fx_exposure": 0.95
+    },
+    {
+      "_comment": "投資信託: yfinance に無いので manual_value_jpy / manual_cost_jpy に円建ての評価額・取得原価を直接書く。出力では「手入力」と表示される。",
+      "ticker": "FUND-A",
+      "name": "米国株式インデックスファンド",
+      "account": "つみたてNISA",
+      "bucket": "index",
+      "fx_exposure": 1.0,
+      "manual_value_jpy": 1000000,
+      "manual_cost_jpy": 400000,
+      "manual_as_of": "2026-01-01"
+    },
+    {
+      "_comment": "proxy を付けると、基準日(manual_as_of)の評価額を連動指数と為替の変化で更新した推定値になる（残高を取り直さなくても現在値に追従する）。price_at_manual / fx_at_manual は基準日時点の proxy 価格と USD/JPY。円建てで外貨資産を持つ投信は為替でも動くので fx_at_manual を入れる。国内資産のみの投信では省略する。",
+      "ticker": "FUND-B",
+      "name": "S&P500 インデックスファンド",
+      "account": "NISAつみたて枠",
+      "bucket": "index",
+      "fx_exposure": 1.0,
+      "manual_value_jpy": 900000,
+      "manual_cost_jpy": 500000,
+      "manual_as_of": "2026-01-01",
+      "proxy": {
+        "ticker": "^GSPC",
+        "price_at_manual": 7000.0,
+        "fx_at_manual": 160.0
+      }
+    }
+  ]
+}