gloomberb 0.1.0 → 0.3.1

package/src/cli/commands/ticker.ts

@@ -0,0 +1,375 @@
+import {
+  formatCompact,
+  formatCurrency,
+  formatNumber,
+  formatPercent,
+} from "../../utils/format";
+import {
+  cliStyles,
+  colorBySign,
+  renderSection,
+  renderStat,
+} from "../../utils/cli-output";
+import { exchangeShortName, marketStateLabel } from "../../utils/market-status";
+import type { AppConfig } from "../../types/config";
+import type { FinancialStatement, TickerFinancials } from "../../types/financials";
+import type { NewsItem, SecFilingItem } from "../../types/data-provider";
+import type { TickerRecord } from "../../types/ticker";
+import { createBaseConverter, initMarketData } from "../context";
+import { closeAndFail } from "../errors";
+import {
+  formatBidAsk,
+  formatNullableCompact,
+  formatPortfolioNames,
+  formatSignedCurrency,
+  formatSignedPercentRaw,
+  formatStatementValue,
+  formatTimestamp,
+  formatWatchlistNames,
+} from "../helpers";
+import { NotesFiles } from "../../plugins/builtin/notes-files";
+import { isUsEquityTicker } from "../../utils/sec";
+
+const NEWS_ITEM_LIMIT = 5;
+const SEC_FILING_LIMIT = 5;
+
+function appendMetricSection(lines: string[], title: string, metrics: Array<[string, string]>) {
+  const populated = metrics.filter(([, value]) => value !== "—");
+  if (populated.length === 0) return;
+  if (lines.length > 0) lines.push("");
+  lines.push(renderSection(title));
+  for (const [label, value] of populated) {
+    lines.push(renderStat(label, value));
+  }
+}
+
+function buildStatementMetrics(statement: FinancialStatement): Array<[string, string]> {
+  return [
+    ["Revenue", formatStatementValue(statement.totalRevenue)],
+    ["Gross Profit", formatStatementValue(statement.grossProfit)],
+    ["Operating Income", formatStatementValue(statement.operatingIncome)],
+    ["Net Income", formatStatementValue(statement.netIncome)],
+    ["EBITDA", formatStatementValue(statement.ebitda)],
+    ["Operating Cash Flow", formatStatementValue(statement.operatingCashFlow)],
+    ["Free Cash Flow", formatStatementValue(statement.freeCashFlow)],
+    ["Cash", formatStatementValue(statement.cashAndCashEquivalents)],
+    ["Total Assets", formatStatementValue(statement.totalAssets)],
+    ["Total Liabilities", formatStatementValue(statement.totalLiabilities)],
+    ["Total Debt", formatStatementValue(statement.totalDebt)],
+    ["Equity", formatStatementValue(statement.totalEquity)],
+    ["Diluted EPS", formatStatementValue(statement.eps, "eps")],
+    ["Diluted Shares", formatStatementValue(statement.dilutedShares)],
+  ];
+}
+
+function appendTextSection(lines: string[], title: string, content: string | undefined) {
+  const text = content?.trim();
+  if (!text) return;
+  lines.push("");
+  lines.push(renderSection(title));
+  lines.push(text);
+}
+
+function appendFeedSection(
+  lines: string[],
+  title: string,
+  entries: Array<{
+    title: string;
+    meta?: string[];
+    body?: string;
+    link?: string;
+  }>,
+) {
+  const populated = entries.filter((entry) => entry.title.trim().length > 0);
+  if (populated.length === 0) return;
+
+  lines.push("");
+  lines.push(renderSection(title));
+
+  for (const [index, entry] of populated.entries()) {
+    lines.push(cliStyles.bold(entry.title.trim()));
+    const meta = (entry.meta ?? []).filter((value) => value.trim().length > 0);
+    if (meta.length > 0) {
+      lines.push(cliStyles.muted(meta.join("  |  ")));
+    }
+    if (entry.body?.trim()) {
+      lines.push(entry.body.trim());
+    }
+    if (entry.link?.trim()) {
+      lines.push(cliStyles.muted(entry.link.trim()));
+    }
+    if (index < populated.length - 1) {
+      lines.push(cliStyles.muted("-".repeat(24)));
+    }
+  }
+}
+
+function normalizeComparable(value: string): string {
+  return value.toUpperCase().replace(/\bFORM\b/g, "").replace(/[^A-Z0-9]+/g, "");
+}
+
+function getFilingDescription(filing: SecFilingItem): string | undefined {
+  const description = filing.primaryDocDescription?.trim();
+  if (!description) return undefined;
+  if (normalizeComparable(description) === normalizeComparable(filing.form)) {
+    return undefined;
+  }
+  return description;
+}
+
+function shouldFetchSecFilings(tickerFile: TickerRecord | null, financials: TickerFinancials): boolean {
+  if (isUsEquityTicker(tickerFile)) {
+    return true;
+  }
+
+  const quote = financials.quote;
+  if (!quote || quote.currency.toUpperCase() !== "USD") {
+    return false;
+  }
+
+  const exchangeHints = [
+    tickerFile?.metadata.exchange,
+    quote.exchangeName,
+    quote.fullExchangeName,
+  ]
+    .filter((value): value is string => !!value)
+    .join(" ")
+    .toUpperCase();
+
+  return /(NASDAQ|NYSE|AMEX|ARCA|IEX|BATS|PINK|OTC|NMS)/.test(exchangeHints);
+}
+
+export async function buildTickerReport({
+  symbol,
+  tickerFile,
+  financials,
+  config,
+  toBase,
+  notes,
+  recentNews = [],
+  recentSecFilings = [],
+}: {
+  symbol: string;
+  tickerFile: TickerRecord | null;
+  financials: TickerFinancials;
+  config: AppConfig;
+  toBase: (value: number, fromCurrency: string) => Promise<number>;
+  notes?: string;
+  recentNews?: NewsItem[];
+  recentSecFilings?: SecFilingItem[];
+}): Promise<string> {
+  const quote = financials.quote;
+  const fundamentals = financials.fundamentals;
+  const profile = financials.profile;
+  const name = quote?.name || tickerFile?.metadata.name || symbol;
+  const lines: string[] = [];
+
+  if (!quote) {
+    return "";
+  }
+
+  lines.push(`${cliStyles.accent(quote.symbol)} ${cliStyles.bold(name)}`);
+
+  const summaryParts = [
+    exchangeShortName(quote.exchangeName, quote.fullExchangeName) || undefined,
+    quote.currency ? `Currency ${quote.currency}` : undefined,
+    quote.marketState ? marketStateLabel(quote.marketState) : undefined,
+    quote.dataSource ? `Source ${quote.dataSource.toUpperCase()}` : undefined,
+  ].filter((part): part is string => !!part);
+  if (summaryParts.length > 0) {
+    lines.push(cliStyles.muted(summaryParts.join("  |  ")));
+  }
+
+  const metadataParts = [
+    tickerFile?.metadata.assetCategory ? `Type ${tickerFile.metadata.assetCategory}` : undefined,
+    (tickerFile?.metadata.sector || profile?.sector) ? `Sector ${tickerFile?.metadata.sector || profile?.sector}` : undefined,
+    (tickerFile?.metadata.industry || profile?.industry) ? `Industry ${tickerFile?.metadata.industry || profile?.industry}` : undefined,
+  ].filter((part): part is string => !!part);
+  if (metadataParts.length > 0) {
+    lines.push(cliStyles.muted(metadataParts.join("  |  ")));
+  }
+
+  const portfolioNames = tickerFile ? formatPortfolioNames(config, tickerFile.metadata.portfolios) : [];
+  const watchlistNames = tickerFile ? formatWatchlistNames(config, tickerFile.metadata.watchlists) : [];
+  const membershipParts = [
+    portfolioNames.length > 0
+      ? `Portfolios ${portfolioNames.join(", ")}`
+      : undefined,
+    watchlistNames.length > 0
+      ? `Watchlists ${watchlistNames.join(", ")}`
+      : undefined,
+  ].filter((part): part is string => !!part);
+  if (membershipParts.length > 0) {
+    lines.push(cliStyles.muted(membershipParts.join("  |  ")));
+  }
+
+  const marketCapText = quote.marketCap != null
+    ? `${formatCompact(await toBase(quote.marketCap, quote.currency))} ${config.baseCurrency}`
+    : "—";
+
+  appendMetricSection(lines, "Quote", [
+    ["Last", colorBySign(formatCurrency(quote.price, quote.currency), quote.change)],
+    ["Change", colorBySign(`${formatSignedCurrency(quote.change, quote.currency)} (${formatSignedPercentRaw(quote.changePercent)})`, quote.change)],
+    ["Open", quote.open != null ? formatCurrency(quote.open, quote.currency) : "—"],
+    ["Day Range", quote.low != null || quote.high != null
+      ? `${quote.low != null ? formatCurrency(quote.low, quote.currency) : "—"} - ${quote.high != null ? formatCurrency(quote.high, quote.currency) : "—"}`
+      : "—"],
+    ["52W Range", quote.low52w != null || quote.high52w != null
+      ? `${quote.low52w != null ? formatCurrency(quote.low52w, quote.currency) : "—"} - ${quote.high52w != null ? formatCurrency(quote.high52w, quote.currency) : "—"}`
+      : "—"],
+    ["Bid / Ask", formatBidAsk(quote.bid, quote.ask, quote.bidSize, quote.askSize, quote.currency)],
+    ["Volume", quote.volume != null ? formatNumber(quote.volume, 0) : "—"],
+    ["Updated", formatTimestamp(quote.lastUpdated)],
+  ]);
+
+  appendMetricSection(lines, "Extended Hours", [
+    ["Pre-Market", quote.preMarketPrice != null
+      ? colorBySign(
+        `${formatCurrency(quote.preMarketPrice, quote.currency)} (${formatSignedPercentRaw(quote.preMarketChangePercent ?? 0)})`,
+        quote.preMarketChange ?? 0,
+      )
+      : "—"],
+    ["After Hours", quote.postMarketPrice != null
+      ? colorBySign(
+        `${formatCurrency(quote.postMarketPrice, quote.currency)} (${formatSignedPercentRaw(quote.postMarketChangePercent ?? 0)})`,
+        quote.postMarketChange ?? 0,
+      )
+      : "—"],
+  ]);
+
+  appendMetricSection(lines, "Fundamentals", [
+    ["Market Cap", marketCapText],
+    ["Enterprise Value", formatNullableCompact(fundamentals?.enterpriseValue)],
+    ["P/E (TTM)", fundamentals?.trailingPE != null ? formatNumber(fundamentals.trailingPE, 2) : "—"],
+    ["Forward P/E", fundamentals?.forwardPE != null ? formatNumber(fundamentals.forwardPE, 2) : "—"],
+    ["PEG", fundamentals?.pegRatio != null ? formatNumber(fundamentals.pegRatio, 2) : "—"],
+    ["EPS", fundamentals?.eps != null ? formatCurrency(fundamentals.eps, quote.currency) : "—"],
+    ["Dividend Yield", fundamentals?.dividendYield != null ? formatPercent(fundamentals.dividendYield) : "—"],
+    ["Revenue", formatNullableCompact(fundamentals?.revenue)],
+    ["Net Income", formatNullableCompact(fundamentals?.netIncome)],
+    ["Operating Cash Flow", formatNullableCompact(fundamentals?.operatingCashFlow)],
+    ["Free Cash Flow", formatNullableCompact(fundamentals?.freeCashFlow)],
+    ["Operating Margin", fundamentals?.operatingMargin != null ? formatPercent(fundamentals.operatingMargin) : "—"],
+    ["Profit Margin", fundamentals?.profitMargin != null ? formatPercent(fundamentals.profitMargin) : "—"],
+    ["Revenue Growth", fundamentals?.revenueGrowth != null ? colorBySign(formatPercent(fundamentals.revenueGrowth), fundamentals.revenueGrowth) : "—"],
+    ["Last Quarter Growth", fundamentals?.lastQuarterGrowth != null ? colorBySign(formatPercent(fundamentals.lastQuarterGrowth), fundamentals.lastQuarterGrowth) : "—"],
+    ["1Y Return", fundamentals?.return1Y != null ? colorBySign(formatPercent(fundamentals.return1Y), fundamentals.return1Y) : "—"],
+    ["3Y Return", fundamentals?.return3Y != null ? colorBySign(formatPercent(fundamentals.return3Y), fundamentals.return3Y) : "—"],
+    ["Shares Outstanding", formatNullableCompact(fundamentals?.sharesOutstanding)],
+  ]);
+
+  const latestAnnual = financials.annualStatements.at(-1);
+  if (latestAnnual) {
+    appendMetricSection(lines, `Latest Annual (${latestAnnual.date})`, buildStatementMetrics(latestAnnual));
+  }
+
+  const latestQuarter = financials.quarterlyStatements.at(-1);
+  if (latestQuarter) {
+    appendMetricSection(lines, `Latest Quarter (${latestQuarter.date})`, buildStatementMetrics(latestQuarter));
+  }
+
+  const description = profile?.description?.trim();
+  if (description) {
+    lines.push("");
+    lines.push(renderSection("Description"));
+    lines.push(description);
+  }
+
+  appendTextSection(lines, "Notes", notes);
+
+  appendFeedSection(lines, "Recent News", recentNews.map((item) => ({
+    title: item.title,
+    meta: [
+      item.source,
+      Number.isNaN(item.publishedAt.getTime()) ? "" : formatTimestamp(item.publishedAt.getTime()),
+    ],
+    body: item.summary,
+    link: item.url,
+  })));
+
+  appendFeedSection(lines, "Recent SEC Filings", recentSecFilings.map((filing) => ({
+    title: `${filing.form} | ${filing.filingDate.toLocaleDateString("en-US", {
+      month: "short",
+      day: "numeric",
+      year: "numeric",
+    })}`,
+    meta: [
+      filing.items ? `Items ${filing.items}` : "",
+      getFilingDescription(filing) ?? "",
+      filing.primaryDocument ? `Primary Document ${filing.primaryDocument}` : "",
+    ],
+    link: filing.filingUrl,
+  })));
+
+  if (tickerFile && tickerFile.metadata.positions.length > 0) {
+    lines.push("");
+    lines.push(renderSection("Positions"));
+    for (const [index, position] of tickerFile.metadata.positions.entries()) {
+      const portfolioName = config.portfolios.find((portfolio) => portfolio.id === position.portfolio)?.name ?? position.portfolio;
+      const multiplier = position.multiplier ?? 1;
+      const positionCurrency = position.currency ?? quote.currency;
+      const costBasisBase = await toBase(position.shares * position.avgCost * multiplier, positionCurrency);
+      const marketValueBase = await toBase(Math.abs(position.shares) * quote.price * multiplier, quote.currency);
+      const pnl = marketValueBase - costBasisBase;
+
+      lines.push(cliStyles.bold(`${portfolioName} (${position.broker})`));
+      lines.push(renderStat("Position", `${position.shares} ${multiplier > 1 ? "contracts" : "shares"} @ ${formatCurrency(position.avgCost, positionCurrency)}`));
+      lines.push(renderStat("Cost Basis", formatCurrency(costBasisBase, config.baseCurrency)));
+      lines.push(renderStat("Market Value", formatCurrency(marketValueBase, config.baseCurrency)));
+      lines.push(renderStat("P&L", colorBySign(formatSignedCurrency(pnl, config.baseCurrency), pnl)));
+      if (position.markPrice != null) {
+        lines.push(renderStat("Mark", formatCurrency(position.markPrice, positionCurrency)));
+      }
+      if (index < tickerFile.metadata.positions.length - 1) {
+        lines.push(cliStyles.muted("-".repeat(24)));
+      }
+    }
+  }
+
+  return lines.join("\n");
+}
+
+export async function ticker(symbol: string) {
+  const { config, store, dataProvider, persistence, dataDir } = await initMarketData();
+  const normalized = symbol.trim().toUpperCase();
+  const tickerFile = await store.loadTicker(normalized);
+  const exchange = tickerFile?.metadata.exchange ?? "";
+  const toBase = createBaseConverter(dataProvider, config.baseCurrency);
+
+  let financials: TickerFinancials;
+  try {
+    financials = await dataProvider.getTickerFinancials(normalized, exchange);
+  } catch (err: any) {
+    closeAndFail(persistence, `Failed to fetch data for ${normalized}.`, err?.message);
+  }
+
+  if (!financials.quote) {
+    closeAndFail(persistence, `No quote data available for ${normalized}.`);
+  }
+
+  const notesFiles = new NotesFiles(dataDir);
+  const [notesResult, newsResult, secFilingsResult] = await Promise.allSettled([
+    notesFiles.load(normalized),
+    dataProvider.getNews(normalized, NEWS_ITEM_LIMIT, exchange || financials.quote.exchangeName || ""),
+    shouldFetchSecFilings(tickerFile, financials) && dataProvider.getSecFilings
+      ? dataProvider.getSecFilings(normalized, SEC_FILING_LIMIT, exchange || financials.quote.exchangeName || "")
+      : Promise.resolve([]),
+  ]);
+
+  const notes = notesResult.status === "fulfilled" ? notesResult.value : "";
+  const recentNews = newsResult.status === "fulfilled" ? newsResult.value : [];
+  const recentSecFilings = secFilingsResult.status === "fulfilled" ? secFilingsResult.value : [];
+
+  console.log(await buildTickerReport({
+    symbol: normalized,
+    tickerFile,
+    financials,
+    config,
+    toBase,
+    notes,
+    recentNews,
+    recentSecFilings,
+  }));
+
+  persistence.close();
+}

package/src/cli/commands/watchlist.ts

@@ -0,0 +1,210 @@
+import { saveConfig } from "../../data/config-store";
+import {
+  cliStyles,
+  renderSection,
+  renderStat,
+  renderTable,
+} from "../../utils/cli-output";
+import type { TickerRecord } from "../../types/ticker";
+import { initConfigData, initMarketData } from "../context";
+import { closeAndFail, fail } from "../errors";
+import {
+  countCollectionTickers,
+  findWatchlist,
+  slugifyName,
+} from "../helpers";
+import { resolveTickerForCli } from "../ticker-resolution";
+import { showCollection } from "./portfolio";
+
+async function createWatchlist(name: string) {
+  const { config, persistence } = await initConfigData();
+  const trimmedName = name.trim();
+  if (!trimmedName) {
+    closeAndFail(persistence, "Usage: gloomberb watchlist create <name>");
+  }
+
+  const id = slugifyName(trimmedName, "watchlist");
+  const duplicate = config.watchlists.some((watchlist) =>
+    watchlist.id === id || watchlist.name.toLowerCase() === trimmedName.toLowerCase()
+  );
+  if (duplicate) {
+    closeAndFail(persistence, `Watchlist "${trimmedName}" already exists.`);
+  }
+
+  const nextConfig = {
+    ...config,
+    watchlists: [...config.watchlists, { id, name: trimmedName }],
+  };
+  await saveConfig(nextConfig);
+  console.log(cliStyles.success(`Created watchlist "${trimmedName}".`));
+  console.log(renderStat("ID", id));
+  persistence.close();
+}
+
+async function deleteWatchlist(name: string) {
+  const { config, store, persistence } = await initConfigData();
+  const watchlist = findWatchlist(config, name);
+  if (!watchlist) {
+    closeAndFail(persistence, `Watchlist "${name}" was not found.`);
+  }
+
+  const nextConfig = {
+    ...config,
+    watchlists: config.watchlists.filter((entry) => entry.id !== watchlist.id),
+  };
+
+  let cleanedTickers = 0;
+  for (const ticker of await store.loadAllTickers()) {
+    if (!ticker.metadata.watchlists.includes(watchlist.id)) continue;
+    const nextTicker: TickerRecord = {
+      ...ticker,
+      metadata: {
+        ...ticker.metadata,
+        watchlists: ticker.metadata.watchlists.filter((entry) => entry !== watchlist.id),
+      },
+    };
+    await store.saveTicker(nextTicker);
+    cleanedTickers += 1;
+  }
+
+  await saveConfig(nextConfig);
+  console.log(cliStyles.success(`Deleted watchlist "${watchlist.name}".`));
+  console.log(renderStat("Cleaned Tickers", String(cleanedTickers)));
+  persistence.close();
+}
+
+async function addTickerToWatchlist(watchlistName: string, symbol: string) {
+  const { config, store, dataProvider, persistence } = await initMarketData();
+  const watchlist = findWatchlist(config, watchlistName);
+  if (!watchlist) {
+    closeAndFail(persistence, `Watchlist "${watchlistName}" was not found.`);
+  }
+
+  try {
+    const ticker = await resolveTickerForCli(symbol, store, dataProvider);
+    if (ticker.metadata.watchlists.includes(watchlist.id)) {
+      console.log(cliStyles.warning(`${ticker.metadata.ticker} is already in "${watchlist.name}".`));
+      persistence.close();
+      return;
+    }
+
+    const nextTicker: TickerRecord = {
+      ...ticker,
+      metadata: {
+        ...ticker.metadata,
+        watchlists: [...ticker.metadata.watchlists, watchlist.id],
+      },
+    };
+    await store.saveTicker(nextTicker);
+    console.log(cliStyles.success(`Added ${nextTicker.metadata.ticker} to "${watchlist.name}".`));
+    if (nextTicker.metadata.name) {
+      console.log(renderStat("Name", nextTicker.metadata.name));
+    }
+  } catch (err: any) {
+    closeAndFail(persistence, err?.message || `Failed to add ${symbol} to "${watchlist.name}".`);
+  }
+
+  persistence.close();
+}
+
+async function removeTickerFromWatchlist(watchlistName: string, symbol: string) {
+  const { config, store, persistence } = await initConfigData();
+  const watchlist = findWatchlist(config, watchlistName);
+  if (!watchlist) {
+    closeAndFail(persistence, `Watchlist "${watchlistName}" was not found.`);
+  }
+
+  const normalized = symbol.trim().toUpperCase();
+  const ticker = await store.loadTicker(normalized);
+  if (!ticker) {
+    closeAndFail(persistence, `Ticker "${normalized}" was not found in your local data.`);
+  }
+  if (!ticker.metadata.watchlists.includes(watchlist.id)) {
+    closeAndFail(persistence, `${normalized} is not in "${watchlist.name}".`);
+  }
+
+  const nextTicker: TickerRecord = {
+    ...ticker,
+    metadata: {
+      ...ticker.metadata,
+      watchlists: ticker.metadata.watchlists.filter((entry) => entry !== watchlist.id),
+    },
+  };
+  await store.saveTicker(nextTicker);
+  console.log(cliStyles.success(`Removed ${normalized} from "${watchlist.name}".`));
+  persistence.close();
+}
+
+async function listWatchlists() {
+  const { config, store, persistence } = await initConfigData();
+  const tickers = await store.loadAllTickers();
+
+  console.log(renderSection("Watchlists"));
+  if (config.watchlists.length === 0) {
+    console.log(cliStyles.muted("No watchlists configured."));
+    persistence.close();
+    return;
+  }
+
+  console.log(renderTable(
+    [
+      { header: "Watchlist" },
+      { header: "ID" },
+      { header: "Tickers", align: "right" },
+    ],
+    config.watchlists.map((watchlist) => [
+      watchlist.name,
+      watchlist.id,
+      String(countCollectionTickers(tickers, "watchlists", watchlist.id)),
+    ]),
+  ));
+  persistence.close();
+}
+
+export async function watchlist(args: string[]) {
+  const action = args[0];
+
+  if (!action || action === "list") {
+    await listWatchlists();
+    return;
+  }
+
+  if (action === "show") {
+    const name = args.slice(1).join(" ");
+    if (!name) fail("Usage: gloomberb watchlist show <name>");
+    await showCollection(name);
+    return;
+  }
+
+  if (action === "create") {
+    const name = args.slice(1).join(" ");
+    if (!name) fail("Usage: gloomberb watchlist create <name>");
+    await createWatchlist(name);
+    return;
+  }
+
+  if (action === "delete" || action === "rm") {
+    const name = args.slice(1).join(" ");
+    if (!name) fail("Usage: gloomberb watchlist delete <name>");
+    await deleteWatchlist(name);
+    return;
+  }
+
+  if (action === "add") {
+    const symbol = args.at(-1);
+    const name = args.slice(1, -1).join(" ");
+    if (!name || !symbol) fail("Usage: gloomberb watchlist add <watchlist> <ticker>");
+    await addTickerToWatchlist(name, symbol);
+    return;
+  }
+
+  if (action === "remove") {
+    const symbol = args.at(-1);
+    const name = args.slice(1, -1).join(" ");
+    if (!name || !symbol) fail("Usage: gloomberb watchlist remove <watchlist> <ticker>");
+    await removeTickerFromWatchlist(name, symbol);
+    return;
+  }
+
+  await showCollection(args.join(" "));
+}

package/src/cli/context.ts

@@ -0,0 +1,62 @@
+import { join } from "path";
+import { existsSync } from "fs";
+import { getDataDir, loadConfig } from "../data/config-store";
+import { AppPersistence } from "../data/app-persistence";
+import { TickerRepository } from "../data/ticker-repository";
+import { ProviderRouter } from "../sources/provider-router";
+import type { DataProvider } from "../types/data-provider";
+import { createBuiltinDataProviders } from "../plugins/builtin/data-providers";
+import { fail } from "./errors";
+import type { ConfigContext, MarketContext } from "./types";
+
+export async function initConfigData(): Promise<ConfigContext> {
+  const dataDir = await getDataDir();
+  if (!dataDir || !existsSync(dataDir)) {
+    fail("No data directory configured.", "Run gloomberb once to initialize your local data.");
+  }
+
+  const config = await loadConfig(dataDir);
+  const persistence = new AppPersistence(join(dataDir, ".gloomberb-cache.db"));
+  const store = new TickerRepository(persistence.tickers);
+  return { config, persistence, store, dataDir };
+}
+
+export async function initMarketData(): Promise<MarketContext> {
+  const context = await initConfigData();
+  const dataProvider = new ProviderRouter(
+    null,
+    createBuiltinDataProviders(context.config),
+    context.persistence.resources,
+  );
+  return { ...context, dataProvider };
+}
+
+export function createBaseConverter(dataProvider: Pick<DataProvider, "getExchangeRate">, baseCurrency: string) {
+  const rateCache = new Map<string, number>([["USD", 1]]);
+
+  const getRate = async (currency: string): Promise<number> => {
+    const normalizedCurrency = currency.toUpperCase();
+    const cached = rateCache.get(normalizedCurrency);
+    if (cached != null) return cached;
+    try {
+      const rate = await dataProvider.getExchangeRate(normalizedCurrency);
+      rateCache.set(normalizedCurrency, rate);
+      return rate;
+    } catch {
+      return 1;
+    }
+  };
+
+  return async (value: number, fromCurrency: string): Promise<number> => {
+    const normalizedFrom = fromCurrency.toUpperCase();
+    const normalizedBase = baseCurrency.toUpperCase();
+    if (normalizedFrom === normalizedBase) return value;
+
+    const [fromRate, baseRate] = await Promise.all([
+      getRate(normalizedFrom),
+      getRate(normalizedBase),
+    ]);
+    if (baseRate === 0) return value;
+    return (value * fromRate) / baseRate;
+  };
+}

package/src/cli/errors.ts

@@ -0,0 +1,13 @@
+import { cliStyles } from "../utils/cli-output";
+import type { AppPersistence } from "../data/app-persistence";
+
+export function fail(message: string, details?: string): never {
+  console.error(cliStyles.danger(message));
+  if (details) console.error(cliStyles.muted(details));
+  process.exit(1);
+}
+
+export function closeAndFail(persistence: AppPersistence, message: string, details?: string): never {
+  persistence.close();
+  fail(message, details);
+}