market-data-analyzer 2.0.0 → 2.0.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/index.js +185 -173
- package/dist/index.js.map +1 -1
- package/dist/tools/analyze_portfolio.d.ts.map +1 -1
- package/dist/tools/analyze_portfolio.js +6 -3
- package/dist/tools/analyze_portfolio.js.map +1 -1
- package/dist/tools/analyze_stock.js +1 -1
- package/dist/tools/analyze_stock.js.map +1 -1
- package/dist/tools/compare_assets.d.ts.map +1 -1
- package/dist/tools/compare_assets.js +4 -2
- package/dist/tools/compare_assets.js.map +1 -1
- package/dist/tools/crypto_analysis.js +3 -3
- package/dist/tools/crypto_analysis.js.map +1 -1
- package/dist/tools/market_overview.js.map +1 -1
- package/dist/tools/screen_stocks.d.ts.map +1 -1
- package/dist/tools/screen_stocks.js +8 -4
- package/dist/tools/screen_stocks.js.map +1 -1
- package/dist/utils/api.d.ts +7 -2
- package/dist/utils/api.d.ts.map +1 -1
- package/dist/utils/api.js +185 -68
- package/dist/utils/api.js.map +1 -1
- package/dist/utils/math.d.ts.map +1 -1
- package/dist/utils/math.js +22 -9
- package/dist/utils/math.js.map +1 -1
- package/package.json +13 -2
- package/src/index.ts +21 -6
- package/src/tools/analyze_portfolio.ts +6 -3
- package/src/tools/analyze_stock.ts +1 -1
- package/src/tools/compare_assets.ts +11 -9
- package/src/tools/crypto_analysis.ts +3 -3
- package/src/tools/market_overview.ts +2 -2
- package/src/tools/screen_stocks.ts +8 -6
- package/src/utils/api.ts +204 -70
- package/src/utils/math.ts +42 -32
package/dist/index.js
CHANGED
|
@@ -20,181 +20,190 @@ import { handleCompareAssets } from "./tools/compare_assets.js";
|
|
|
20
20
|
import { handleMarketOverview } from "./tools/market_overview.js";
|
|
21
21
|
import { handleCryptoAnalysis } from "./tools/crypto_analysis.js";
|
|
22
22
|
// ---------------------------------------------------------------------------
|
|
23
|
-
//
|
|
23
|
+
// Tool registration helper (reused for per-session servers in SSE mode)
|
|
24
24
|
// ---------------------------------------------------------------------------
|
|
25
|
-
|
|
26
|
-
|
|
27
|
-
|
|
28
|
-
|
|
29
|
-
|
|
30
|
-
|
|
31
|
-
|
|
32
|
-
|
|
33
|
-
symbol
|
|
34
|
-
|
|
35
|
-
|
|
36
|
-
|
|
37
|
-
|
|
38
|
-
|
|
39
|
-
|
|
40
|
-
|
|
41
|
-
|
|
42
|
-
|
|
43
|
-
|
|
44
|
-
|
|
45
|
-
|
|
46
|
-
|
|
47
|
-
|
|
48
|
-
|
|
49
|
-
|
|
50
|
-
|
|
51
|
-
|
|
52
|
-
|
|
53
|
-
|
|
54
|
-
|
|
55
|
-
|
|
56
|
-
|
|
57
|
-
|
|
58
|
-
.number()
|
|
59
|
-
.optional()
|
|
60
|
-
.describe("
|
|
61
|
-
|
|
62
|
-
|
|
63
|
-
|
|
64
|
-
|
|
65
|
-
.
|
|
66
|
-
.optional()
|
|
67
|
-
.describe("
|
|
68
|
-
|
|
69
|
-
|
|
70
|
-
|
|
71
|
-
|
|
72
|
-
|
|
73
|
-
|
|
74
|
-
|
|
75
|
-
|
|
76
|
-
|
|
77
|
-
|
|
78
|
-
|
|
79
|
-
|
|
80
|
-
|
|
81
|
-
|
|
82
|
-
|
|
83
|
-
|
|
84
|
-
|
|
85
|
-
|
|
86
|
-
|
|
87
|
-
|
|
88
|
-
|
|
89
|
-
|
|
90
|
-
|
|
91
|
-
|
|
92
|
-
|
|
93
|
-
|
|
94
|
-
|
|
95
|
-
|
|
96
|
-
|
|
97
|
-
|
|
98
|
-
|
|
99
|
-
|
|
100
|
-
|
|
101
|
-
|
|
102
|
-
|
|
103
|
-
|
|
104
|
-
})
|
|
105
|
-
|
|
106
|
-
|
|
107
|
-
|
|
108
|
-
|
|
109
|
-
|
|
110
|
-
|
|
111
|
-
|
|
112
|
-
|
|
113
|
-
|
|
114
|
-
|
|
115
|
-
|
|
116
|
-
|
|
117
|
-
|
|
118
|
-
|
|
119
|
-
|
|
120
|
-
|
|
121
|
-
|
|
122
|
-
|
|
123
|
-
|
|
124
|
-
|
|
125
|
-
|
|
126
|
-
|
|
127
|
-
|
|
128
|
-
|
|
129
|
-
|
|
130
|
-
|
|
131
|
-
|
|
132
|
-
|
|
133
|
-
|
|
134
|
-
|
|
135
|
-
|
|
136
|
-
|
|
137
|
-
|
|
138
|
-
|
|
139
|
-
|
|
140
|
-
|
|
141
|
-
|
|
142
|
-
|
|
143
|
-
|
|
144
|
-
|
|
145
|
-
|
|
146
|
-
|
|
147
|
-
|
|
148
|
-
|
|
149
|
-
|
|
150
|
-
|
|
151
|
-
|
|
152
|
-
|
|
153
|
-
|
|
154
|
-
|
|
155
|
-
|
|
156
|
-
|
|
157
|
-
|
|
158
|
-
|
|
159
|
-
|
|
160
|
-
|
|
161
|
-
|
|
162
|
-
|
|
163
|
-
|
|
164
|
-
|
|
165
|
-
|
|
166
|
-
|
|
167
|
-
|
|
168
|
-
|
|
169
|
-
|
|
170
|
-
|
|
171
|
-
|
|
172
|
-
|
|
173
|
-
|
|
25
|
+
function registerTools(server) {
|
|
26
|
+
// ---------------------------------------------------------------------------
|
|
27
|
+
// Tool: analyze_stock
|
|
28
|
+
// ---------------------------------------------------------------------------
|
|
29
|
+
server.tool("analyze_stock", "Deep analysis of a stock symbol: price, moving averages (SMA 20/50/200), RSI, MACD, support/resistance levels. Uses live Yahoo Finance data.", {
|
|
30
|
+
symbol: z
|
|
31
|
+
.string()
|
|
32
|
+
.describe("Stock ticker symbol (e.g. 'AAPL', 'MSFT', 'TSLA')"),
|
|
33
|
+
}, async ({ symbol }) => {
|
|
34
|
+
try {
|
|
35
|
+
const result = await handleAnalyzeStock(symbol.toUpperCase());
|
|
36
|
+
return { content: [{ type: "text", text: result }] };
|
|
37
|
+
}
|
|
38
|
+
catch (err) {
|
|
39
|
+
return {
|
|
40
|
+
content: [
|
|
41
|
+
{
|
|
42
|
+
type: "text",
|
|
43
|
+
text: `Error analyzing ${symbol}: ${err instanceof Error ? err.message : String(err)}`,
|
|
44
|
+
},
|
|
45
|
+
],
|
|
46
|
+
isError: true,
|
|
47
|
+
};
|
|
48
|
+
}
|
|
49
|
+
});
|
|
50
|
+
// ---------------------------------------------------------------------------
|
|
51
|
+
// Tool: screen_stocks
|
|
52
|
+
// ---------------------------------------------------------------------------
|
|
53
|
+
server.tool("screen_stocks", "Screen stocks by criteria: market cap range, P/E ratio, sector, volume threshold. Returns top matches with key metrics. Fetches live data from Yahoo Finance for ~70 popular stocks.", {
|
|
54
|
+
min_market_cap: z
|
|
55
|
+
.number()
|
|
56
|
+
.optional()
|
|
57
|
+
.describe("Minimum market cap in USD (e.g. 1000000000 for $1B)"),
|
|
58
|
+
max_market_cap: z.number().optional().describe("Maximum market cap in USD"),
|
|
59
|
+
min_pe: z.number().optional().describe("Minimum trailing P/E ratio"),
|
|
60
|
+
max_pe: z.number().optional().describe("Maximum trailing P/E ratio"),
|
|
61
|
+
sector: z
|
|
62
|
+
.string()
|
|
63
|
+
.optional()
|
|
64
|
+
.describe("Sector filter (partial match, e.g. 'tech', 'health', 'energy')"),
|
|
65
|
+
min_volume: z.number().optional().describe("Minimum daily trading volume"),
|
|
66
|
+
min_price: z.number().optional().describe("Minimum stock price"),
|
|
67
|
+
max_price: z.number().optional().describe("Maximum stock price"),
|
|
68
|
+
limit: z
|
|
69
|
+
.number()
|
|
70
|
+
.int()
|
|
71
|
+
.min(1)
|
|
72
|
+
.max(50)
|
|
73
|
+
.optional()
|
|
74
|
+
.describe("Max results to return (default: 25)"),
|
|
75
|
+
}, async (criteria) => {
|
|
76
|
+
try {
|
|
77
|
+
const result = await handleScreenStocks(criteria);
|
|
78
|
+
return { content: [{ type: "text", text: result }] };
|
|
79
|
+
}
|
|
80
|
+
catch (err) {
|
|
81
|
+
return {
|
|
82
|
+
content: [
|
|
83
|
+
{
|
|
84
|
+
type: "text",
|
|
85
|
+
text: `Error screening stocks: ${err instanceof Error ? err.message : String(err)}`,
|
|
86
|
+
},
|
|
87
|
+
],
|
|
88
|
+
isError: true,
|
|
89
|
+
};
|
|
90
|
+
}
|
|
91
|
+
});
|
|
92
|
+
// ---------------------------------------------------------------------------
|
|
93
|
+
// Tool: analyze_portfolio
|
|
94
|
+
// ---------------------------------------------------------------------------
|
|
95
|
+
server.tool("analyze_portfolio", "Analyze a portfolio of holdings. Provide positions with symbol, shares, and average cost. Returns total value, P&L per position, allocation %, diversification score, and risk metrics. Fetches live prices from Yahoo Finance.", {
|
|
96
|
+
holdings: z
|
|
97
|
+
.array(z.object({
|
|
98
|
+
symbol: z.string().describe("Ticker symbol (e.g. 'AAPL')"),
|
|
99
|
+
shares: z.number().describe("Number of shares held"),
|
|
100
|
+
avg_cost: z.number().describe("Average cost per share"),
|
|
101
|
+
}))
|
|
102
|
+
.min(1)
|
|
103
|
+
.describe("Array of portfolio holdings"),
|
|
104
|
+
}, async ({ holdings }) => {
|
|
105
|
+
try {
|
|
106
|
+
const result = await handleAnalyzePortfolio(holdings);
|
|
107
|
+
return { content: [{ type: "text", text: result }] };
|
|
108
|
+
}
|
|
109
|
+
catch (err) {
|
|
110
|
+
return {
|
|
111
|
+
content: [
|
|
112
|
+
{
|
|
113
|
+
type: "text",
|
|
114
|
+
text: `Error analyzing portfolio: ${err instanceof Error ? err.message : String(err)}`,
|
|
115
|
+
},
|
|
116
|
+
],
|
|
117
|
+
isError: true,
|
|
118
|
+
};
|
|
119
|
+
}
|
|
120
|
+
});
|
|
121
|
+
// ---------------------------------------------------------------------------
|
|
122
|
+
// Tool: compare_assets
|
|
123
|
+
// ---------------------------------------------------------------------------
|
|
124
|
+
server.tool("compare_assets", "Compare 2-5 assets side by side: returns, volatility, correlation, Sharpe ratio approximation over a given period. Uses Yahoo Finance historical data.", {
|
|
125
|
+
symbols: z
|
|
126
|
+
.array(z.string())
|
|
127
|
+
.min(2)
|
|
128
|
+
.max(5)
|
|
129
|
+
.describe("Array of 2-5 ticker symbols to compare (e.g. ['AAPL', 'MSFT', 'GOOGL'])"),
|
|
130
|
+
period: z
|
|
131
|
+
.enum(["1mo", "3mo", "6mo", "1y", "2y", "5y"])
|
|
132
|
+
.optional()
|
|
133
|
+
.describe("Comparison period (default: '6mo')"),
|
|
134
|
+
}, async ({ symbols, period }) => {
|
|
135
|
+
try {
|
|
136
|
+
const result = await handleCompareAssets(symbols.map((s) => s.toUpperCase()), period ?? "6mo");
|
|
137
|
+
return { content: [{ type: "text", text: result }] };
|
|
138
|
+
}
|
|
139
|
+
catch (err) {
|
|
140
|
+
return {
|
|
141
|
+
content: [
|
|
142
|
+
{
|
|
143
|
+
type: "text",
|
|
144
|
+
text: `Error comparing assets: ${err instanceof Error ? err.message : String(err)}`,
|
|
145
|
+
},
|
|
146
|
+
],
|
|
147
|
+
isError: true,
|
|
148
|
+
};
|
|
149
|
+
}
|
|
150
|
+
});
|
|
151
|
+
// ---------------------------------------------------------------------------
|
|
152
|
+
// Tool: market_overview
|
|
153
|
+
// ---------------------------------------------------------------------------
|
|
154
|
+
server.tool("market_overview", "Current market snapshot: major indices (S&P 500, NASDAQ, DOW), sector performance via ETFs, market breadth indicators, VIX, crypto, and commodities. Live data from Yahoo Finance.", {}, async () => {
|
|
155
|
+
try {
|
|
156
|
+
const result = await handleMarketOverview();
|
|
157
|
+
return { content: [{ type: "text", text: result }] };
|
|
158
|
+
}
|
|
159
|
+
catch (err) {
|
|
160
|
+
return {
|
|
161
|
+
content: [
|
|
162
|
+
{
|
|
163
|
+
type: "text",
|
|
164
|
+
text: `Error fetching market overview: ${err instanceof Error ? err.message : String(err)}`,
|
|
165
|
+
},
|
|
166
|
+
],
|
|
167
|
+
isError: true,
|
|
168
|
+
};
|
|
169
|
+
}
|
|
170
|
+
});
|
|
171
|
+
// ---------------------------------------------------------------------------
|
|
172
|
+
// Tool: crypto_analysis
|
|
173
|
+
// ---------------------------------------------------------------------------
|
|
174
|
+
server.tool("crypto_analysis", "Crypto-specific analysis: price, 24h volume, market dominance, fear/greed index approximation, supply metrics, ATH/ATL data. Uses CoinGecko free API.", {
|
|
175
|
+
symbol: z
|
|
176
|
+
.string()
|
|
177
|
+
.describe("Cryptocurrency symbol or name (e.g. 'BTC', 'ETH', 'SOL', 'bitcoin')"),
|
|
178
|
+
}, async ({ symbol }) => {
|
|
179
|
+
try {
|
|
180
|
+
const result = await handleCryptoAnalysis(symbol);
|
|
181
|
+
return { content: [{ type: "text", text: result }] };
|
|
182
|
+
}
|
|
183
|
+
catch (err) {
|
|
184
|
+
return {
|
|
185
|
+
content: [
|
|
186
|
+
{
|
|
187
|
+
type: "text",
|
|
188
|
+
text: `Error analyzing crypto ${symbol}: ${err instanceof Error ? err.message : String(err)}`,
|
|
189
|
+
},
|
|
190
|
+
],
|
|
191
|
+
isError: true,
|
|
192
|
+
};
|
|
193
|
+
}
|
|
194
|
+
});
|
|
195
|
+
}
|
|
174
196
|
// ---------------------------------------------------------------------------
|
|
175
|
-
//
|
|
197
|
+
// Server setup (for stdio mode)
|
|
176
198
|
// ---------------------------------------------------------------------------
|
|
177
|
-
|
|
178
|
-
|
|
179
|
-
|
|
180
|
-
|
|
181
|
-
}
|
|
182
|
-
|
|
183
|
-
|
|
184
|
-
|
|
185
|
-
}
|
|
186
|
-
catch (err) {
|
|
187
|
-
return {
|
|
188
|
-
content: [
|
|
189
|
-
{
|
|
190
|
-
type: "text",
|
|
191
|
-
text: `Error analyzing crypto ${symbol}: ${err instanceof Error ? err.message : String(err)}`,
|
|
192
|
-
},
|
|
193
|
-
],
|
|
194
|
-
isError: true,
|
|
195
|
-
};
|
|
196
|
-
}
|
|
197
|
-
});
|
|
199
|
+
function createServer() {
|
|
200
|
+
const s = new McpServer({
|
|
201
|
+
name: "market-data-analyzer",
|
|
202
|
+
version: "2.0.0",
|
|
203
|
+
});
|
|
204
|
+
registerTools(s);
|
|
205
|
+
return s;
|
|
206
|
+
}
|
|
198
207
|
// ---------------------------------------------------------------------------
|
|
199
208
|
// Transport: stdio or SSE
|
|
200
209
|
// ---------------------------------------------------------------------------
|
|
@@ -221,7 +230,9 @@ async function main() {
|
|
|
221
230
|
res.on("close", () => {
|
|
222
231
|
transports.delete(sessionId);
|
|
223
232
|
});
|
|
224
|
-
|
|
233
|
+
// Each SSE session gets its own McpServer instance
|
|
234
|
+
const sessionServer = createServer();
|
|
235
|
+
await sessionServer.connect(transport);
|
|
225
236
|
return;
|
|
226
237
|
}
|
|
227
238
|
if (url.pathname === "/messages" && req.method === "POST") {
|
|
@@ -255,6 +266,7 @@ async function main() {
|
|
|
255
266
|
});
|
|
256
267
|
}
|
|
257
268
|
else {
|
|
269
|
+
const server = createServer();
|
|
258
270
|
const transport = new StdioServerTransport();
|
|
259
271
|
await server.connect(transport);
|
|
260
272
|
console.error("Market Data Analyzer MCP server running on stdio");
|
package/dist/index.js.map
CHANGED
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AAEA;;;;;;;;GAQG;AAEH,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AACpE,OAAO,EAAE,oBAAoB,EAAE,MAAM,2CAA2C,CAAC;AACjF,OAAO,EAAE,kBAAkB,EAAE,MAAM,yCAAyC,CAAC;AAC7E,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,IAAI,MAAM,WAAW,CAAC;AAE7B,OAAO,EAAE,kBAAkB,EAAE,MAAM,0BAA0B,CAAC;AAC9D,OAAO,EAAE,kBAAkB,EAAE,MAAM,0BAA0B,CAAC;AAC9D,OAAO,EAAE,sBAAsB,EAAE,MAAM,8BAA8B,CAAC;AACtE,OAAO,EAAE,mBAAmB,EAAE,MAAM,2BAA2B,CAAC;AAChE,OAAO,EAAE,oBAAoB,EAAE,MAAM,4BAA4B,CAAC;AAClE,OAAO,EAAE,oBAAoB,EAAE,MAAM,4BAA4B,CAAC;AAElE,8EAA8E;AAC9E,
|
|
1
|
+
{"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AAEA;;;;;;;;GAQG;AAEH,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AACpE,OAAO,EAAE,oBAAoB,EAAE,MAAM,2CAA2C,CAAC;AACjF,OAAO,EAAE,kBAAkB,EAAE,MAAM,yCAAyC,CAAC;AAC7E,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AACxB,OAAO,IAAI,MAAM,WAAW,CAAC;AAE7B,OAAO,EAAE,kBAAkB,EAAE,MAAM,0BAA0B,CAAC;AAC9D,OAAO,EAAE,kBAAkB,EAAE,MAAM,0BAA0B,CAAC;AAC9D,OAAO,EAAE,sBAAsB,EAAE,MAAM,8BAA8B,CAAC;AACtE,OAAO,EAAE,mBAAmB,EAAE,MAAM,2BAA2B,CAAC;AAChE,OAAO,EAAE,oBAAoB,EAAE,MAAM,4BAA4B,CAAC;AAClE,OAAO,EAAE,oBAAoB,EAAE,MAAM,4BAA4B,CAAC;AAElE,8EAA8E;AAC9E,wEAAwE;AACxE,8EAA8E;AAE9E,SAAS,aAAa,CAAC,MAAiB;IAExC,8EAA8E;IAC9E,sBAAsB;IACtB,8EAA8E;IAE9E,MAAM,CAAC,IAAI,CACT,eAAe,EACf,8IAA8I,EAC9I;QACE,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,CAAC,mDAAmD,CAAC;KACjE,EACD,KAAK,EAAE,EAAE,MAAM,EAAE,EAAE,EAAE;QACnB,IAAI,CAAC;YACH,MAAM,MAAM,GAAG,MAAM,kBAAkB,CAAC,MAAM,CAAC,WAAW,EAAE,CAAC,CAAC;YAC9D,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,MAAM,EAAE,CAAC,EAAE,CAAC;QAChE,CAAC;QAAC,OAAO,GAAG,EAAE,CAAC;YACb,OAAO;gBACL,OAAO,EAAE;oBACP;wBACE,IAAI,EAAE,MAAe;wBACrB,IAAI,EAAE,mBAAmB,MAAM,KAAK,GAAG,YAAY,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC,EAAE;qBACvF;iBACF;gBACD,OAAO,EAAE,IAAI;aACd,CAAC;QACJ,CAAC;IACH,CAAC,CACF,CAAC;IAEF,8EAA8E;IAC9E,sBAAsB;IACtB,8EAA8E;IAE9E,MAAM,CAAC,IAAI,CACT,eAAe,EACf,sLAAsL,EACtL;QACE,cAAc,EAAE,CAAC;aACd,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CAAC,qDAAqD,CAAC;QAClE,cAAc,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,2BAA2B,CAAC;QAC3E,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;QACpE,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;QACpE,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CAAC,gEAAgE,CAAC;QAC7E,UAAU,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,8BAA8B,CAAC;QAC1E,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;QAChE,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;QAChE,KAAK,EAAE,CAAC;aACL,MAAM,EAAE;aACR,GAAG,EAAE;aACL,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,EAAE,CAAC;aACP,QAAQ,EAAE;aACV,QAAQ,CAAC,qCAAqC,CAAC;KACnD,EACD,KAAK,EAAE,QAAQ,EAAE,EAAE;QACjB,IAAI,CAAC;YACH,MAAM,MAAM,GAAG,MAAM,kBAAkB,CAAC,QAAQ,CAAC,CAAC;YAClD,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,MAAM,EAAE,CAAC,EAAE,CAAC;QAChE,CAAC;QAAC,OAAO,GAAG,EAAE,CAAC;YACb,OAAO;gBACL,OAAO,EAAE;oBACP;wBACE,IAAI,EAAE,MAAe;wBACrB,IAAI,EAAE,2BAA2B,GAAG,YAAY,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC,EAAE;qBACpF;iBACF;gBACD,OAAO,EAAE,IAAI;aACd,CAAC;QACJ,CAAC;IACH,CAAC,CACF,CAAC;IAEF,8EAA8E;IAC9E,0BAA0B;IAC1B,8EAA8E;IAE9E,MAAM,CAAC,IAAI,CACT,mBAAmB,EACnB,iOAAiO,EACjO;QACE,QAAQ,EAAE,CAAC;aACR,KAAK,CACJ,CAAC,CAAC,MAAM,CAAC;YACP,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,6BAA6B,CAAC;YAC1D,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uBAAuB,CAAC;YACpD,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wBAAwB,CAAC;SACxD,CAAC,CACH;aACA,GAAG,CAAC,CAAC,CAAC;aACN,QAAQ,CAAC,6BAA6B,CAAC;KAC3C,EACD,KAAK,EAAE,EAAE,QAAQ,EAAE,EAAE,EAAE;QACrB,IAAI,CAAC;YACH,MAAM,MAAM,GAAG,MAAM,sBAAsB,CAAC,QAAQ,CAAC,CAAC;YACtD,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,MAAM,EAAE,CAAC,EAAE,CAAC;QAChE,CAAC;QAAC,OAAO,GAAG,EAAE,CAAC;YACb,OAAO;gBACL,OAAO,EAAE;oBACP;wBACE,IAAI,EAAE,MAAe;wBACrB,IAAI,EAAE,8BAA8B,GAAG,YAAY,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC,EAAE;qBACvF;iBACF;gBACD,OAAO,EAAE,IAAI;aACd,CAAC;QACJ,CAAC;IACH,CAAC,CACF,CAAC;IAEF,8EAA8E;IAC9E,uBAAuB;IACvB,8EAA8E;IAE9E,MAAM,CAAC,IAAI,CACT,gBAAgB,EAChB,wJAAwJ,EACxJ;QACE,OAAO,EAAE,CAAC;aACP,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,CAAC,CAAC;aACN,QAAQ,CAAC,yEAAyE,CAAC;QACtF,MAAM,EAAE,CAAC;aACN,IAAI,CAAC,CAAC,KAAK,EAAE,KAAK,EAAE,KAAK,EAAE,IAAI,EAAE,IAAI,EAAE,IAAI,CAAC,CAAC;aAC7C,QAAQ,EAAE;aACV,QAAQ,CAAC,oCAAoC,CAAC;KAClD,EACD,KAAK,EAAE,EAAE,OAAO,EAAE,MAAM,EAAE,EAAE,EAAE;QAC5B,IAAI,CAAC;YACH,MAAM,MAAM,GAAG,MAAM,mBAAmB,CACtC,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,WAAW,EAAE,CAAC,EACnC,MAAM,IAAI,KAAK,CAChB,CAAC;YACF,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,MAAM,EAAE,CAAC,EAAE,CAAC;QAChE,CAAC;QAAC,OAAO,GAAG,EAAE,CAAC;YACb,OAAO;gBACL,OAAO,EAAE;oBACP;wBACE,IAAI,EAAE,MAAe;wBACrB,IAAI,EAAE,2BAA2B,GAAG,YAAY,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC,EAAE;qBACpF;iBACF;gBACD,OAAO,EAAE,IAAI;aACd,CAAC;QACJ,CAAC;IACH,CAAC,CACF,CAAC;IAEF,8EAA8E;IAC9E,wBAAwB;IACxB,8EAA8E;IAE9E,MAAM,CAAC,IAAI,CACT,iBAAiB,EACjB,oLAAoL,EACpL,EAAE,EACF,KAAK,IAAI,EAAE;QACT,IAAI,CAAC;YACH,MAAM,MAAM,GAAG,MAAM,oBAAoB,EAAE,CAAC;YAC5C,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,MAAM,EAAE,CAAC,EAAE,CAAC;QAChE,CAAC;QAAC,OAAO,GAAG,EAAE,CAAC;YACb,OAAO;gBACL,OAAO,EAAE;oBACP;wBACE,IAAI,EAAE,MAAe;wBACrB,IAAI,EAAE,mCAAmC,GAAG,YAAY,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC,EAAE;qBAC5F;iBACF;gBACD,OAAO,EAAE,IAAI;aACd,CAAC;QACJ,CAAC;IACH,CAAC,CACF,CAAC;IAEF,8EAA8E;IAC9E,wBAAwB;IACxB,8EAA8E;IAE9E,MAAM,CAAC,IAAI,CACT,iBAAiB,EACjB,uJAAuJ,EACvJ;QACE,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,CAAC,qEAAqE,CAAC;KACnF,EACD,KAAK,EAAE,EAAE,MAAM,EAAE,EAAE,EAAE;QACnB,IAAI,CAAC;YACH,MAAM,MAAM,GAAG,MAAM,oBAAoB,CAAC,MAAM,CAAC,CAAC;YAClD,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,MAAM,EAAE,CAAC,EAAE,CAAC;QAChE,CAAC;QAAC,OAAO,GAAG,EAAE,CAAC;YACb,OAAO;gBACL,OAAO,EAAE;oBACP;wBACE,IAAI,EAAE,MAAe;wBACrB,IAAI,EAAE,0BAA0B,MAAM,KAAK,GAAG,YAAY,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC,EAAE;qBAC9F;iBACF;gBACD,OAAO,EAAE,IAAI;aACd,CAAC;QACJ,CAAC;IACH,CAAC,CACF,CAAC;AAEF,CAAC;AAED,8EAA8E;AAC9E,gCAAgC;AAChC,8EAA8E;AAE9E,SAAS,YAAY;IACnB,MAAM,CAAC,GAAG,IAAI,SAAS,CAAC;QACtB,IAAI,EAAE,sBAAsB;QAC5B,OAAO,EAAE,OAAO;KACjB,CAAC,CAAC;IACH,aAAa,CAAC,CAAC,CAAC,CAAC;IACjB,OAAO,CAAC,CAAC;AACX,CAAC;AAED,8EAA8E;AAC9E,0BAA0B;AAC1B,8EAA8E;AAE9E,KAAK,UAAU,IAAI;IACjB,MAAM,MAAM,GAAG,OAAO,CAAC,IAAI,CAAC,QAAQ,CAAC,OAAO,CAAC,CAAC;IAE9C,IAAI,MAAM,EAAE,CAAC;QACX,MAAM,IAAI,GAAG,QAAQ,CAAC,OAAO,CAAC,GAAG,CAAC,IAAI,IAAI,MAAM,EAAE,EAAE,CAAC,CAAC;QACtD,MAAM,UAAU,GAAG,IAAI,GAAG,EAA8B,CAAC;QAEzD,MAAM,UAAU,GAAG,IAAI,CAAC,YAAY,CAAC,KAAK,EAAE,GAAG,EAAE,GAAG,EAAE,EAAE;YACtD,eAAe;YACf,GAAG,CAAC,SAAS,CAAC,6BAA6B,EAAE,GAAG,CAAC,CAAC;YAClD,GAAG,CAAC,SAAS,CAAC,8BAA8B,EAAE,oBAAoB,CAAC,CAAC;YACpE,GAAG,CAAC,SAAS,CAAC,8BAA8B,EAAE,cAAc,CAAC,CAAC;YAE9D,IAAI,GAAG,CAAC,MAAM,KAAK,SAAS,EAAE,CAAC;gBAC7B,GAAG,CAAC,SAAS,CAAC,GAAG,CAAC,CAAC;gBACnB,GAAG,CAAC,GAAG,EAAE,CAAC;gBACV,OAAO;YACT,CAAC;YAED,MAAM,GAAG,GAAG,IAAI,GAAG,CAAC,GAAG,CAAC,GAAG,IAAI,GAAG,EAAE,oBAAoB,IAAI,EAAE,CAAC,CAAC;YAEhE,IAAI,GAAG,CAAC,QAAQ,KAAK,MAAM,IAAI,GAAG,CAAC,MAAM,KAAK,KAAK,EAAE,CAAC;gBACpD,MAAM,SAAS,GAAG,IAAI,kBAAkB,CAAC,WAAW,EAAE,GAAG,CAAC,CAAC;gBAC3D,MAAM,SAAS,GAAG,SAAS,CAAC,SAAS,CAAC;gBACtC,UAAU,CAAC,GAAG,CAAC,SAAS,EAAE,SAAS,CAAC,CAAC;gBAErC,GAAG,CAAC,EAAE,CAAC,OAAO,EAAE,GAAG,EAAE;oBACnB,UAAU,CAAC,MAAM,CAAC,SAAS,CAAC,CAAC;gBAC/B,CAAC,CAAC,CAAC;gBAEH,mDAAmD;gBACnD,MAAM,aAAa,GAAG,YAAY,EAAE,CAAC;gBACrC,MAAM,aAAa,CAAC,OAAO,CAAC,SAAS,CAAC,CAAC;gBACvC,OAAO;YACT,CAAC;YAED,IAAI,GAAG,CAAC,QAAQ,KAAK,WAAW,IAAI,GAAG,CAAC,MAAM,KAAK,MAAM,EAAE,CAAC;gBAC1D,MAAM,SAAS,GAAG,GAAG,CAAC,YAAY,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC;gBACpD,IAAI,CAAC,SAAS,IAAI,CAAC,UAAU,CAAC,GAAG,CAAC,SAAS,CAAC,EAAE,CAAC;oBAC7C,GAAG,CAAC,SAAS,CAAC,GAAG,EAAE,EAAE,cAAc,EAAE,kBAAkB,EAAE,CAAC,CAAC;oBAC3D,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,SAAS,CAAC,EAAE,KAAK,EAAE,8BAA8B,EAAE,CAAC,CAAC,CAAC;oBACnE,OAAO;gBACT,CAAC;gBACD,MAAM,SAAS,GAAG,UAAU,CAAC,GAAG,CAAC,SAAS,CAAE,CAAC;gBAC7C,MAAM,SAAS,CAAC,iBAAiB,CAAC,GAAG,EAAE,GAAG,CAAC,CAAC;gBAC5C,OAAO;YACT,CAAC;YAED,IAAI,GAAG,CAAC,QAAQ,KAAK,SAAS,EAAE,CAAC;gBAC/B,GAAG,CAAC,SAAS,CAAC,GAAG,EAAE,EAAE,cAAc,EAAE,kBAAkB,EAAE,CAAC,CAAC;gBAC3D,GAAG,CAAC,GAAG,CACL,IAAI,CAAC,SAAS,CAAC;oBACb,MAAM,EAAE,IAAI;oBACZ,MAAM,EAAE,sBAAsB;oBAC9B,OAAO,EAAE,OAAO;iBACjB,CAAC,CACH,CAAC;gBACF,OAAO;YACT,CAAC;YAED,GAAG,CAAC,SAAS,CAAC,GAAG,EAAE,EAAE,cAAc,EAAE,kBAAkB,EAAE,CAAC,CAAC;YAC3D,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,SAAS,CAAC,EAAE,KAAK,EAAE,WAAW,EAAE,CAAC,CAAC,CAAC;QAClD,CAAC,CAAC,CAAC;QAEH,UAAU,CAAC,MAAM,CAAC,IAAI,EAAE,GAAG,EAAE;YAC3B,OAAO,CAAC,KAAK,CACX,2DAA2D,IAAI,EAAE,CAClE,CAAC;YACF,OAAO,CAAC,KAAK,CAAC,oCAAoC,IAAI,MAAM,CAAC,CAAC;YAC9D,OAAO,CAAC,KAAK,CAAC,yCAAyC,IAAI,WAAW,CAAC,CAAC;YACxE,OAAO,CAAC,KAAK,CAAC,oCAAoC,IAAI,SAAS,CAAC,CAAC;QACnE,CAAC,CAAC,CAAC;IACL,CAAC;SAAM,CAAC;QACN,MAAM,MAAM,GAAG,YAAY,EAAE,CAAC;QAC9B,MAAM,SAAS,GAAG,IAAI,oBAAoB,EAAE,CAAC;QAC7C,MAAM,MAAM,CAAC,OAAO,CAAC,SAAS,CAAC,CAAC;QAChC,OAAO,CAAC,KAAK,CAAC,kDAAkD,CAAC,CAAC;IACpE,CAAC;AACH,CAAC;AAED,IAAI,EAAE,CAAC,KAAK,CAAC,CAAC,GAAG,EAAE,EAAE;IACnB,OAAO,CAAC,KAAK,CAAC,cAAc,EAAE,GAAG,CAAC,CAAC;IACnC,OAAO,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC;AAClB,CAAC,CAAC,CAAC"}
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"analyze_portfolio.d.ts","sourceRoot":"","sources":["../../src/tools/analyze_portfolio.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAKH,MAAM,WAAW,gBAAgB;IAC/B,MAAM,EAAE,MAAM,CAAC;IACf,MAAM,EAAE,MAAM,CAAC;IACf,QAAQ,EAAE,MAAM,CAAC;CAClB;AAgBD,wBAAsB,sBAAsB,CAC1C,QAAQ,EAAE,gBAAgB,EAAE,GAC3B,OAAO,CAAC,MAAM,CAAC,
|
|
1
|
+
{"version":3,"file":"analyze_portfolio.d.ts","sourceRoot":"","sources":["../../src/tools/analyze_portfolio.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAKH,MAAM,WAAW,gBAAgB;IAC/B,MAAM,EAAE,MAAM,CAAC;IACf,MAAM,EAAE,MAAM,CAAC;IACf,QAAQ,EAAE,MAAM,CAAC;CAClB;AAgBD,wBAAsB,sBAAsB,CAC1C,QAAQ,EAAE,gBAAgB,EAAE,GAC3B,OAAO,CAAC,MAAM,CAAC,CA6KjB"}
|
|
@@ -5,7 +5,7 @@
|
|
|
5
5
|
* current prices from Yahoo Finance, and returns P&L, allocation,
|
|
6
6
|
* diversification score, and risk metrics.
|
|
7
7
|
*/
|
|
8
|
-
import { yahooQuote } from "../utils/api.js";
|
|
8
|
+
import { yahooQuote, SYMBOL_SECTORS } from "../utils/api.js";
|
|
9
9
|
import { formatCurrency } from "../utils/math.js";
|
|
10
10
|
export async function handleAnalyzePortfolio(holdings) {
|
|
11
11
|
if (holdings.length === 0) {
|
|
@@ -36,7 +36,7 @@ export async function handleAnalyzePortfolio(holdings) {
|
|
|
36
36
|
pnl: marketValue - costBasis,
|
|
37
37
|
pnlPercent: costBasis > 0 ? ((marketValue - costBasis) / costBasis) * 100 : 0,
|
|
38
38
|
allocationPercent: 0, // calculated below
|
|
39
|
-
sector: q?.sector ?? "Unknown",
|
|
39
|
+
sector: q?.sector ?? SYMBOL_SECTORS[h.symbol]?.sector ?? "Unknown",
|
|
40
40
|
};
|
|
41
41
|
});
|
|
42
42
|
// Calculate allocation percentages
|
|
@@ -55,7 +55,10 @@ export async function handleAnalyzePortfolio(holdings) {
|
|
|
55
55
|
const hhi = weights.reduce((s, w) => s + w * w, 0);
|
|
56
56
|
const n = weights.length;
|
|
57
57
|
const minHHI = n > 0 ? 1 / n : 1;
|
|
58
|
-
const
|
|
58
|
+
const denom = 1 - minHHI;
|
|
59
|
+
const divScore = n <= 1 || denom === 0 || totalValue === 0
|
|
60
|
+
? 0
|
|
61
|
+
: Math.max(0, Math.min(100, Math.round((1 - (hhi - minHHI) / denom) * 100)));
|
|
59
62
|
// Risk warnings
|
|
60
63
|
const warnings = [];
|
|
61
64
|
for (const p of positions) {
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"analyze_portfolio.js","sourceRoot":"","sources":["../../src/tools/analyze_portfolio.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAEH,OAAO,EAAE,UAAU,EAAE,MAAM,iBAAiB,CAAC;
|
|
1
|
+
{"version":3,"file":"analyze_portfolio.js","sourceRoot":"","sources":["../../src/tools/analyze_portfolio.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAEH,OAAO,EAAE,UAAU,EAAE,cAAc,EAAE,MAAM,iBAAiB,CAAC;AAC7D,OAAO,EAAE,cAAc,EAAE,MAAM,kBAAkB,CAAC;AAsBlD,MAAM,CAAC,KAAK,UAAU,sBAAsB,CAC1C,QAA4B;IAE5B,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;QAC1B,MAAM,IAAI,KAAK,CAAC,mCAAmC,CAAC,CAAC;IACvD,CAAC;IAED,oCAAoC;IACpC,MAAM,OAAO,GAAG,QAAQ,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC;IAC9C,MAAM,MAAM,GAAG,MAAM,UAAU,CAAC,OAAO,CAAC,CAAC;IACzC,MAAM,QAAQ,GAAG,IAAI,GAAG,CAAC,MAAM,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC;IAE3D,0BAA0B;IAC1B,IAAI,UAAU,GAAG,CAAC,CAAC;IACnB,IAAI,SAAS,GAAG,CAAC,CAAC;IAElB,MAAM,SAAS,GAAqB,QAAQ,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE;QACrD,MAAM,CAAC,GAAG,QAAQ,CAAC,GAAG,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC;QACjC,MAAM,YAAY,GAAG,CAAC,EAAE,kBAAkB,IAAI,CAAC,CAAC;QAChD,MAAM,WAAW,GAAG,CAAC,CAAC,MAAM,GAAG,YAAY,CAAC;QAC5C,MAAM,SAAS,GAAG,CAAC,CAAC,MAAM,GAAG,CAAC,CAAC,QAAQ,CAAC;QACxC,UAAU,IAAI,WAAW,CAAC;QAC1B,SAAS,IAAI,SAAS,CAAC;QAEvB,OAAO;YACL,MAAM,EAAE,CAAC,CAAC,MAAM;YAChB,IAAI,EAAE,CAAC,EAAE,SAAS,IAAI,CAAC,EAAE,QAAQ,IAAI,CAAC,CAAC,MAAM;YAC7C,MAAM,EAAE,CAAC,CAAC,MAAM;YAChB,OAAO,EAAE,CAAC,CAAC,QAAQ;YACnB,YAAY;YACZ,WAAW;YACX,SAAS;YACT,GAAG,EAAE,WAAW,GAAG,SAAS;YAC5B,UAAU,EAAE,SAAS,GAAG,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,WAAW,GAAG,SAAS,CAAC,GAAG,SAAS,CAAC,GAAG,GAAG,CAAC,CAAC,CAAC,CAAC;YAC7E,iBAAiB,EAAE,CAAC,EAAE,mBAAmB;YACzC,MAAM,EAAE,CAAC,EAAE,MAAM,IAAI,cAAc,CAAC,CAAC,CAAC,MAAM,CAAC,EAAE,MAAM,IAAI,SAAS;SACnE,CAAC;IACJ,CAAC,CAAC,CAAC;IAEH,mCAAmC;IACnC,KAAK,MAAM,CAAC,IAAI,SAAS,EAAE,CAAC;QAC1B,CAAC,CAAC,iBAAiB,GAAG,UAAU,GAAG,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,WAAW,GAAG,UAAU,CAAC,GAAG,GAAG,CAAC,CAAC,CAAC,CAAC,CAAC;IAChF,CAAC;IAED,kCAAkC;IAClC,SAAS,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,WAAW,GAAG,CAAC,CAAC,WAAW,CAAC,CAAC;IAExD,mBAAmB;IACnB,MAAM,WAAW,GAA2B,EAAE,CAAC;IAC/C,KAAK,MAAM,CAAC,IAAI,SAAS,EAAE,CAAC;QAC1B,WAAW,CAAC,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC,WAAW,CAAC,CAAC,CAAC,MAAM,CAAC,IAAI,CAAC,CAAC,GAAG,CAAC,CAAC,iBAAiB,CAAC;IAC7E,CAAC;IAED,6EAA6E;IAC7E,MAAM,OAAO,GAAG,SAAS,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,iBAAiB,GAAG,GAAG,CAAC,CAAC;IAChE,MAAM,GAAG,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,GAAG,CAAC,GAAG,CAAC,EAAE,CAAC,CAAC,CAAC;IACnD,MAAM,CAAC,GAAG,OAAO,CAAC,MAAM,CAAC;IACzB,MAAM,MAAM,GAAG,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC;IACjC,MAAM,KAAK,GAAG,CAAC,GAAG,MAAM,CAAC;IACzB,MAAM,QAAQ,GAAG,CAAC,IAAI,CAAC,IAAI,KAAK,KAAK,CAAC,IAAI,UAAU,KAAK,CAAC;QACxD,CAAC,CAAC,CAAC;QACH,CAAC,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,EAAE,IAAI,CAAC,GAAG,CAAC,GAAG,EAAE,IAAI,CAAC,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,GAAG,GAAG,MAAM,CAAC,GAAG,KAAK,CAAC,GAAG,GAAG,CAAC,CAAC,CAAC,CAAC;IAE/E,gBAAgB;IAChB,MAAM,QAAQ,GAAa,EAAE,CAAC;IAE9B,KAAK,MAAM,CAAC,IAAI,SAAS,EAAE,CAAC;QAC1B,IAAI,CAAC,CAAC,iBAAiB,GAAG,EAAE,EAAE,CAAC;YAC7B,QAAQ,CAAC,IAAI,CAAC,uBAAuB,CAAC,CAAC,MAAM,OAAO,CAAC,CAAC,iBAAiB,CAAC,OAAO,CAAC,CAAC,CAAC,iBAAiB,CAAC,CAAC;QACvG,CAAC;IACH,CAAC;IAED,KAAK,MAAM,CAAC,MAAM,EAAE,GAAG,CAAC,IAAI,MAAM,CAAC,OAAO,CAAC,WAAW,CAAC,EAAE,CAAC;QACxD,IAAI,GAAG,GAAG,EAAE,EAAE,CAAC;YACb,QAAQ,CAAC,IAAI,CAAC,gBAAgB,MAAM,eAAe,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,iBAAiB,CAAC,CAAC;QACtF,CAAC;IACH,CAAC;IAED,KAAK,MAAM,CAAC,IAAI,SAAS,EAAE,CAAC;QAC1B,IAAI,CAAC,CAAC,UAAU,GAAG,CAAC,EAAE,EAAE,CAAC;YACvB,QAAQ,CAAC,IAAI,CAAC,qBAAqB,CAAC,CAAC,MAAM,YAAY,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,UAAU,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;QAChG,CAAC;IACH,CAAC;IAED,IAAI,CAAC,GAAG,CAAC,EAAE,CAAC;QACV,QAAQ,CAAC,IAAI,CAAC,6BAA6B,CAAC,8CAA8C,CAAC,CAAC;IAC9F,CAAC;IAED,IAAI,MAAM,CAAC,IAAI,CAAC,WAAW,CAAC,CAAC,MAAM,GAAG,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC;QAClD,QAAQ,CAAC,IAAI,CAAC,gEAAgE,CAAC,CAAC;IAClF,CAAC;IAED,iDAAiD;IACjD,MAAM,aAAa,GAAG,SAAS,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,YAAY,KAAK,CAAC,CAAC,CAAC;IACpE,KAAK,MAAM,CAAC,IAAI,aAAa,EAAE,CAAC;QAC9B,QAAQ,CAAC,IAAI,CAAC,2CAA2C,CAAC,CAAC,MAAM,6BAA6B,CAAC,CAAC;IAClG,CAAC;IAED,gBAAgB;IAChB,MAAM,KAAK,GAAa,EAAE,CAAC;IAE3B,KAAK,CAAC,IAAI,CAAC,sBAAsB,CAAC,CAAC;IACnC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IAEf,UAAU;IACV,KAAK,CAAC,IAAI,CAAC,YAAY,CAAC,CAAC;IACzB,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CAAC,oBAAoB,CAAC,CAAC;IACjC,KAAK,CAAC,IAAI,CAAC,oBAAoB,CAAC,CAAC;IACjC,KAAK,CAAC,IAAI,CAAC,mBAAmB,cAAc,CAAC,UAAU,CAAC,IAAI,CAAC,CAAC;IAC9D,KAAK,CAAC,IAAI,CAAC,wBAAwB,cAAc,CAAC,SAAS,CAAC,IAAI,CAAC,CAAC;IAClE,MAAM,QAAQ,GAAG,UAAU,GAAG,SAAS,CAAC;IACxC,MAAM,WAAW,GAAG,SAAS,GAAG,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,GAAG,SAAS,CAAC,GAAG,GAAG,CAAC,CAAC,CAAC,CAAC,CAAC;IACvE,KAAK,CAAC,IAAI,CAAC,iBAAiB,QAAQ,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,GAAG,cAAc,CAAC,QAAQ,CAAC,KAAK,WAAW,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,GAAG,WAAW,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC;IAChJ,KAAK,CAAC,IAAI,CAAC,iBAAiB,CAAC,IAAI,CAAC,CAAC;IACnC,KAAK,CAAC,IAAI,CAAC,eAAe,MAAM,CAAC,IAAI,CAAC,WAAW,CAAC,CAAC,MAAM,IAAI,CAAC,CAAC;IAC/D,KAAK,CAAC,IAAI,CAAC,6BAA6B,QAAQ,QAAQ,CAAC,CAAC;IAC1D,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IAEf,YAAY;IACZ,KAAK,CAAC,IAAI,CAAC,cAAc,CAAC,CAAC;IAC3B,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CAAC,6EAA6E,CAAC,CAAC;IAC1F,KAAK,CAAC,IAAI,CAAC,6EAA6E,CAAC,CAAC;IAE1F,KAAK,MAAM,CAAC,IAAI,SAAS,EAAE,CAAC;QAC1B,MAAM,OAAO,GAAG,CAAC,CAAC,GAAG,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;QACtC,KAAK,CAAC,IAAI,CACR,KAAK,CAAC,CAAC,MAAM,MAAM,CAAC,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC,EAAE,EAAE,CAAC,MAAM,CAAC,CAAC,MAAM,OAAO,CAAC,CAAC,OAAO,CAAC,OAAO,CAAC,CAAC,CAAC,OAAO,CAAC,CAAC,YAAY,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,cAAc,CAAC,CAAC,CAAC,WAAW,CAAC,MAAM,OAAO,GAAG,cAAc,CAAC,CAAC,CAAC,GAAG,CAAC,MAAM,OAAO,GAAG,CAAC,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC,CAAC,OAAO,CAAC,CAAC,iBAAiB,CAAC,OAAO,CAAC,CAAC,CAAC,KAAK,CACzQ,CAAC;IACJ,CAAC;IACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IAEf,oBAAoB;IACpB,KAAK,CAAC,IAAI,CAAC,sBAAsB,CAAC,CAAC;IACnC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CAAC,yBAAyB,CAAC,CAAC;IACtC,KAAK,CAAC,IAAI,CAAC,yBAAyB,CAAC,CAAC;IACtC,MAAM,aAAa,GAAG,MAAM,CAAC,OAAO,CAAC,WAAW,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC;IAC9E,KAAK,MAAM,CAAC,MAAM,EAAE,GAAG,CAAC,IAAI,aAAa,EAAE,CAAC;QAC1C,MAAM,GAAG,GAAG,GAAG,CAAC,MAAM,CAAC,IAAI,CAAC,KAAK,CAAC,GAAG,GAAG,CAAC,CAAC,CAAC,CAAC;QAC5C,KAAK,CAAC,IAAI,CAAC,KAAK,MAAM,MAAM,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,KAAK,GAAG,IAAI,CAAC,CAAC;IAC1D,CAAC;IACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IAEf,qBAAqB;IACrB,MAAM,OAAO,GAAG,CAAC,GAAG,SAAS,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,UAAU,GAAG,CAAC,CAAC,UAAU,CAAC,CAAC;IAC3E,IAAI,OAAO,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;QACvB,KAAK,CAAC,IAAI,CAAC,mBAAmB,CAAC,CAAC;QAChC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACf,MAAM,IAAI,GAAG,OAAO,CAAC,KAAK,CAAC,CAAC,EAAE,IAAI,CAAC,GAAG,CAAC,CAAC,EAAE,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC;QAC3D,KAAK,MAAM,CAAC,IAAI,IAAI,EAAE,CAAC;YACrB,KAAK,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,MAAM,OAAO,CAAC,CAAC,UAAU,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,GAAG,CAAC,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,GAAG,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,GAAG,cAAc,CAAC,CAAC,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC;QACjJ,CAAC;QACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACf,MAAM,OAAO,GAAG,OAAO,CAAC,KAAK,CAAC,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,EAAE,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,OAAO,EAAE,CAAC;QACtE,KAAK,CAAC,IAAI,CAAC,oBAAoB,CAAC,CAAC;QACjC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACf,KAAK,MAAM,CAAC,IAAI,OAAO,EAAE,CAAC;YACxB,KAAK,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,MAAM,OAAO,CAAC,CAAC,UAAU,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,GAAG,CAAC,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,GAAG,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,GAAG,cAAc,CAAC,CAAC,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC;QACjJ,CAAC;QACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACjB,CAAC;IAED,gBAAgB;IAChB,IAAI,QAAQ,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;QACxB,KAAK,CAAC,IAAI,CAAC,kBAAkB,CAAC,CAAC;QAC/B,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACf,KAAK,MAAM,CAAC,IAAI,QAAQ,EAAE,CAAC;YACzB,KAAK,CAAC,IAAI,CAAC,KAAK,CAAC,EAAE,CAAC,CAAC;QACvB,CAAC;QACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACjB,CAAC;IAED,OAAO,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;AAC1B,CAAC"}
|
|
@@ -24,7 +24,7 @@ export async function handleAnalyzeStock(symbol) {
|
|
|
24
24
|
const lows = chart.map((p) => p.low);
|
|
25
25
|
const currentPrice = quote.regularMarketPrice;
|
|
26
26
|
// Compute indicators
|
|
27
|
-
const sma20 = lastValue(sma(closes,
|
|
27
|
+
const sma20 = closes.length >= 20 ? lastValue(sma(closes, 20)) : null;
|
|
28
28
|
const sma50 = closes.length >= 50 ? lastValue(sma(closes, 50)) : null;
|
|
29
29
|
const sma200 = closes.length >= 200 ? lastValue(sma(closes, 200)) : null;
|
|
30
30
|
const rsi14 = closes.length >= 15 ? lastValue(rsi(closes, 14)) : null;
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"analyze_stock.js","sourceRoot":"","sources":["../../src/tools/analyze_stock.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,UAAU,EAAE,UAAU,EAAE,MAAM,iBAAiB,CAAC;AACzD,OAAO,EACL,GAAG,EACH,GAAG,EACH,IAAI,EACJ,SAAS,EACT,qBAAqB,EACrB,cAAc,EACd,YAAY,GACb,MAAM,kBAAkB,CAAC;AAE1B,MAAM,CAAC,KAAK,UAAU,kBAAkB,CAAC,MAAc;IACrD,kDAAkD;IAClD,MAAM,CAAC,MAAM,EAAE,KAAK,CAAC,GAAG,MAAM,OAAO,CAAC,GAAG,CAAC;QACxC,UAAU,CAAC,CAAC,MAAM,CAAC,CAAC;QACpB,UAAU,CAAC,MAAM,EAAE,KAAK,EAAE,IAAI,CAAC;KAChC,CAAC,CAAC;IAEH,MAAM,KAAK,GAAG,MAAM,CAAC,CAAC,CAAC,CAAC;IACxB,IAAI,CAAC,KAAK,IAAI,CAAC,KAAK,CAAC,kBAAkB,EAAE,CAAC;QACxC,MAAM,IAAI,KAAK,CAAC,mCAAmC,MAAM,kCAAkC,CAAC,CAAC;IAC/F,CAAC;IAED,IAAI,KAAK,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;QACrB,MAAM,IAAI,KAAK,CAAC,mCAAmC,MAAM,UAAU,KAAK,CAAC,MAAM,gBAAgB,CAAC,CAAC;IACnG,CAAC;IAED,MAAM,MAAM,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC;IACzC,MAAM,KAAK,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;IACvC,MAAM,IAAI,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC;IACrC,MAAM,YAAY,GAAG,KAAK,CAAC,kBAAkB,CAAC;IAE9C,qBAAqB;IACrB,MAAM,KAAK,GAAG,
|
|
1
|
+
{"version":3,"file":"analyze_stock.js","sourceRoot":"","sources":["../../src/tools/analyze_stock.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,UAAU,EAAE,UAAU,EAAE,MAAM,iBAAiB,CAAC;AACzD,OAAO,EACL,GAAG,EACH,GAAG,EACH,IAAI,EACJ,SAAS,EACT,qBAAqB,EACrB,cAAc,EACd,YAAY,GACb,MAAM,kBAAkB,CAAC;AAE1B,MAAM,CAAC,KAAK,UAAU,kBAAkB,CAAC,MAAc;IACrD,kDAAkD;IAClD,MAAM,CAAC,MAAM,EAAE,KAAK,CAAC,GAAG,MAAM,OAAO,CAAC,GAAG,CAAC;QACxC,UAAU,CAAC,CAAC,MAAM,CAAC,CAAC;QACpB,UAAU,CAAC,MAAM,EAAE,KAAK,EAAE,IAAI,CAAC;KAChC,CAAC,CAAC;IAEH,MAAM,KAAK,GAAG,MAAM,CAAC,CAAC,CAAC,CAAC;IACxB,IAAI,CAAC,KAAK,IAAI,CAAC,KAAK,CAAC,kBAAkB,EAAE,CAAC;QACxC,MAAM,IAAI,KAAK,CAAC,mCAAmC,MAAM,kCAAkC,CAAC,CAAC;IAC/F,CAAC;IAED,IAAI,KAAK,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;QACrB,MAAM,IAAI,KAAK,CAAC,mCAAmC,MAAM,UAAU,KAAK,CAAC,MAAM,gBAAgB,CAAC,CAAC;IACnG,CAAC;IAED,MAAM,MAAM,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC;IACzC,MAAM,KAAK,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;IACvC,MAAM,IAAI,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC;IACrC,MAAM,YAAY,GAAG,KAAK,CAAC,kBAAkB,CAAC;IAE9C,qBAAqB;IACrB,MAAM,KAAK,GAAG,MAAM,CAAC,MAAM,IAAI,EAAE,CAAC,CAAC,CAAC,SAAS,CAAC,GAAG,CAAC,MAAM,EAAE,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC;IACtE,MAAM,KAAK,GAAG,MAAM,CAAC,MAAM,IAAI,EAAE,CAAC,CAAC,CAAC,SAAS,CAAC,GAAG,CAAC,MAAM,EAAE,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC;IACtE,MAAM,MAAM,GAAG,MAAM,CAAC,MAAM,IAAI,GAAG,CAAC,CAAC,CAAC,SAAS,CAAC,GAAG,CAAC,MAAM,EAAE,GAAG,CAAC,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC;IACzE,MAAM,KAAK,GAAG,MAAM,CAAC,MAAM,IAAI,EAAE,CAAC,CAAC,CAAC,SAAS,CAAC,GAAG,CAAC,MAAM,EAAE,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC;IAEtE,IAAI,UAAU,GAA+D,IAAI,CAAC;IAClF,IAAI,MAAM,CAAC,MAAM,IAAI,EAAE,EAAE,CAAC;QACxB,MAAM,CAAC,GAAG,IAAI,CAAC,MAAM,CAAC,CAAC;QACvB,MAAM,KAAK,GAAG,SAAS,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;QAChC,MAAM,OAAO,GAAG,SAAS,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC;QACpC,MAAM,KAAK,GAAG,SAAS,CAAC,CAAC,CAAC,SAAS,CAAC,CAAC;QACrC,IAAI,KAAK,KAAK,IAAI,IAAI,OAAO,KAAK,IAAI,IAAI,KAAK,KAAK,IAAI,EAAE,CAAC;YACzD,UAAU,GAAG,EAAE,IAAI,EAAE,KAAK,EAAE,MAAM,EAAE,OAAO,EAAE,SAAS,EAAE,KAAK,EAAE,CAAC;QAClE,CAAC;IACH,CAAC;IAED,uBAAuB;IACvB,MAAM,EAAE,GAAG,qBAAqB,CAAC,KAAK,EAAE,IAAI,EAAE,MAAM,CAAC,CAAC;IAEtD,eAAe;IACf,MAAM,KAAK,GAAa,EAAE,CAAC;IAC3B,MAAM,IAAI,GAAG,KAAK,CAAC,QAAQ,IAAI,KAAK,CAAC,SAAS,IAAI,MAAM,CAAC;IACzD,MAAM,MAAM,GAAG,KAAK,CAAC,mBAAmB,IAAI,CAAC,CAAC;IAC9C,MAAM,SAAS,GAAG,KAAK,CAAC,0BAA0B,IAAI,CAAC,CAAC;IAExD,KAAK,CAAC,IAAI,CAAC,qBAAqB,IAAI,KAAK,MAAM,GAAG,CAAC,CAAC;IACpD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IAEf,iBAAiB;IACjB,KAAK,CAAC,IAAI,CAAC,mBAAmB,CAAC,CAAC;IAChC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CAAC,oBAAoB,CAAC,CAAC;IACjC,KAAK,CAAC,IAAI,CAAC,oBAAoB,CAAC,CAAC;IACjC,KAAK,CAAC,IAAI,CAAC,sBAAsB,YAAY,CAAC,OAAO,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;IAC9D,KAAK,CAAC,IAAI,CAAC,cAAc,MAAM,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,IAAI,MAAM,CAAC,OAAO,CAAC,CAAC,CAAC,KAAK,SAAS,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,GAAG,SAAS,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC;IACjI,KAAK,CAAC,IAAI,CAAC,kBAAkB,CAAC,KAAK,CAAC,mBAAmB,IAAI,CAAC,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,OAAO,CAAC,KAAK,CAAC,oBAAoB,IAAI,CAAC,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;IACjI,KAAK,CAAC,IAAI,CAAC,sBAAsB,CAAC,KAAK,CAAC,eAAe,IAAI,CAAC,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,OAAO,CAAC,KAAK,CAAC,gBAAgB,IAAI,CAAC,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;IAC7H,KAAK,CAAC,IAAI,CAAC,cAAc,YAAY,CAAC,KAAK,CAAC,mBAAmB,IAAI,CAAC,CAAC,IAAI,CAAC,CAAC;IAC3E,KAAK,CAAC,IAAI,CAAC,kBAAkB,cAAc,CAAC,KAAK,CAAC,SAAS,IAAI,CAAC,CAAC,IAAI,CAAC,CAAC;IACvE,IAAI,KAAK,CAAC,UAAU;QAAE,KAAK,CAAC,IAAI,CAAC,sBAAsB,KAAK,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;IACxF,IAAI,KAAK,CAAC,SAAS;QAAE,KAAK,CAAC,IAAI,CAAC,qBAAqB,KAAK,CAAC,SAAS,CAAC,OAAO,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;IACrF,IAAI,KAAK,CAAC,2BAA2B,EAAE,CAAC;QACtC,KAAK,CAAC,IAAI,CAAC,sBAAsB,CAAC,KAAK,CAAC,2BAA2B,GAAG,GAAG,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC;IAC9F,CAAC;IACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IAEf,kBAAkB;IAClB,KAAK,CAAC,IAAI,CAAC,oBAAoB,CAAC,CAAC;IACjC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,KAAK,CAAC,IAAI,CAAC,gCAAgC,CAAC,CAAC;IAC7C,KAAK,CAAC,IAAI,CAAC,gCAAgC,CAAC,CAAC;IAE7C,IAAI,KAAK,KAAK,IAAI,EAAE,CAAC;QACnB,MAAM,GAAG,GAAG,YAAY,GAAG,KAAK,CAAC,CAAC,CAAC,uBAAuB,CAAC,CAAC,CAAC,YAAY,GAAG,KAAK,CAAC,CAAC,CAAC,uBAAuB,CAAC,CAAC,CAAC,SAAS,CAAC;QACxH,KAAK,CAAC,IAAI,CAAC,gBAAgB,KAAK,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,GAAG,IAAI,CAAC,CAAC;IAC5D,CAAC;IACD,IAAI,KAAK,KAAK,IAAI,EAAE,CAAC;QACnB,MAAM,GAAG,GAAG,YAAY,GAAG,KAAK,CAAC,CAAC,CAAC,uBAAuB,CAAC,CAAC,CAAC,YAAY,GAAG,KAAK,CAAC,CAAC,CAAC,uBAAuB,CAAC,CAAC,CAAC,SAAS,CAAC;QACxH,KAAK,CAAC,IAAI,CAAC,gBAAgB,KAAK,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,GAAG,IAAI,CAAC,CAAC;IAC5D,CAAC;IACD,IAAI,MAAM,KAAK,IAAI,EAAE,CAAC;QACpB,MAAM,GAAG,GAAG,YAAY,GAAG,MAAM,CAAC,CAAC,CAAC,uBAAuB,CAAC,CAAC,CAAC,YAAY,GAAG,MAAM,CAAC,CAAC,CAAC,uBAAuB,CAAC,CAAC,CAAC,SAAS,CAAC;QAC1H,KAAK,CAAC,IAAI,CAAC,iBAAiB,MAAM,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,GAAG,IAAI,CAAC,CAAC;IAC9D,CAAC;IACD,IAAI,KAAK,CAAC,eAAe,EAAE,CAAC;QAC1B,KAAK,CAAC,IAAI,CAAC,yBAAyB,KAAK,CAAC,eAAe,CAAC,OAAO,CAAC,CAAC,CAAC,SAAS,CAAC,CAAC;IACjF,CAAC;IACD,IAAI,KAAK,CAAC,oBAAoB,EAAE,CAAC;QAC/B,KAAK,CAAC,IAAI,CAAC,0BAA0B,KAAK,CAAC,oBAAoB,CAAC,OAAO,CAAC,CAAC,CAAC,SAAS,CAAC,CAAC;IACvF,CAAC;IAED,qBAAqB;IACrB,IAAI,KAAK,KAAK,IAAI,IAAI,MAAM,KAAK,IAAI,EAAE,CAAC;QACtC,IAAI,KAAK,GAAG,MAAM,EAAE,CAAC;YACnB,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;YACf,KAAK,CAAC,IAAI,CAAC,mFAAmF,CAAC,CAAC;QAClG,CAAC;aAAM,IAAI,KAAK,GAAG,MAAM,EAAE,CAAC;YAC1B,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;YACf,KAAK,CAAC,IAAI,CAAC,kFAAkF,CAAC,CAAC;QACjG,CAAC;IACH,CAAC;IACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IAEf,MAAM;IACN,IAAI,KAAK,KAAK,IAAI,EAAE,CAAC;QACnB,KAAK,CAAC,IAAI,CAAC,oBAAoB,CAAC,CAAC;QACjC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACf,KAAK,CAAC,IAAI,CAAC,UAAU,KAAK,CAAC,OAAO,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;QAC3C,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACf,IAAI,KAAK,IAAI,EAAE,EAAE,CAAC;YAChB,KAAK,CAAC,IAAI,CAAC,iGAAiG,CAAC,CAAC;QAChH,CAAC;aAAM,IAAI,KAAK,IAAI,EAAE,EAAE,CAAC;YACvB,KAAK,CAAC,IAAI,CAAC,8FAA8F,CAAC,CAAC;QAC7G,CAAC;aAAM,IAAI,KAAK,IAAI,EAAE,EAAE,CAAC;YACvB,KAAK,CAAC,IAAI,CAAC,wDAAwD,CAAC,CAAC;QACvE,CAAC;aAAM,IAAI,KAAK,IAAI,EAAE,EAAE,CAAC;YACvB,KAAK,CAAC,IAAI,CAAC,wDAAwD,CAAC,CAAC;QACvE,CAAC;aAAM,CAAC;YACN,KAAK,CAAC,IAAI,CAAC,wDAAwD,CAAC,CAAC;QACvE,CAAC;QACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACjB,CAAC;IAED,OAAO;IACP,IAAI,UAAU,EAAE,CAAC;QACf,KAAK,CAAC,IAAI,CAAC,qBAAqB,CAAC,CAAC;QAClC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACf,KAAK,CAAC,IAAI,CAAC,uBAAuB,CAAC,CAAC;QACpC,KAAK,CAAC,IAAI,CAAC,uBAAuB,CAAC,CAAC;QACpC,KAAK,CAAC,IAAI,CAAC,iBAAiB,UAAU,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;QAC5D,KAAK,CAAC,IAAI,CAAC,mBAAmB,UAAU,CAAC,MAAM,CAAC,OAAO,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;QAChE,KAAK,CAAC,IAAI,CAAC,iBAAiB,UAAU,CAAC,SAAS,CAAC,OAAO,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC;QACjE,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACf,IAAI,UAAU,CAAC,SAAS,GAAG,CAAC,EAAE,CAAC;YAC7B,KAAK,CAAC,IAAI,CAAC,8EAA8E,CAAC,CAAC;QAC7F,CAAC;aAAM,CAAC;YACN,KAAK,CAAC,IAAI,CAAC,8EAA8E,CAAC,CAAC;QAC7F,CAAC;QACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACjB,CAAC;IAED,uBAAuB;IACvB,KAAK,CAAC,IAAI,CAAC,gCAAgC,CAAC,CAAC;IAC7C,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,IAAI,EAAE,CAAC,UAAU,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;QAC7B,KAAK,CAAC,IAAI,CAAC,iBAAiB,CAAC,CAAC;QAC9B,KAAK,MAAM,CAAC,IAAI,EAAE,CAAC,UAAU,EAAE,CAAC;YAC9B,MAAM,OAAO,GAAG,CAAC,CAAC,CAAC,GAAG,YAAY,CAAC,GAAG,YAAY,GAAG,GAAG,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,CAAC;YACrE,KAAK,CAAC,IAAI,CAAC,MAAM,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,OAAO,iBAAiB,CAAC,CAAC;QAC/D,CAAC;IACH,CAAC;SAAM,CAAC;QACN,KAAK,CAAC,IAAI,CAAC,uEAAuE,CAAC,CAAC;IACtF,CAAC;IACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,IAAI,EAAE,CAAC,OAAO,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;QAC1B,KAAK,CAAC,IAAI,CAAC,cAAc,CAAC,CAAC;QAC3B,KAAK,MAAM,CAAC,IAAI,EAAE,CAAC,OAAO,EAAE,CAAC;YAC3B,MAAM,OAAO,GAAG,CAAC,CAAC,YAAY,GAAG,CAAC,CAAC,GAAG,YAAY,GAAG,GAAG,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,CAAC;YACrE,KAAK,CAAC,IAAI,CAAC,MAAM,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,OAAO,iBAAiB,CAAC,CAAC;QAC/D,CAAC;IACH,CAAC;SAAM,CAAC;QACN,KAAK,CAAC,IAAI,CAAC,iEAAiE,CAAC,CAAC;IAChF,CAAC;IACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IAEf,iBAAiB;IACjB,KAAK,CAAC,IAAI,CAAC,mBAAmB,CAAC,CAAC;IAChC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACf,IAAI,YAAY,GAAG,CAAC,CAAC;IACrB,IAAI,YAAY,GAAG,CAAC,CAAC;IAErB,IAAI,KAAK,KAAK,IAAI,EAAE,CAAC;QAAC,IAAI,YAAY,GAAG,KAAK;YAAE,YAAY,EAAE,CAAC;;YAAM,YAAY,EAAE,CAAC;IAAC,CAAC;IACtF,IAAI,KAAK,KAAK,IAAI,EAAE,CAAC;QAAC,IAAI,YAAY,GAAG,KAAK;YAAE,YAAY,EAAE,CAAC;;YAAM,YAAY,EAAE,CAAC;IAAC,CAAC;IACtF,IAAI,MAAM,KAAK,IAAI,EAAE,CAAC;QAAC,IAAI,YAAY,GAAG,MAAM;YAAE,YAAY,EAAE,CAAC;;YAAM,YAAY,EAAE,CAAC;IAAC,CAAC;IACxF,IAAI,KAAK,KAAK,IAAI,EAAE,CAAC;QAAC,IAAI,KAAK,GAAG,EAAE;YAAE,YAAY,EAAE,CAAC;aAAM,IAAI,KAAK,GAAG,EAAE;YAAE,YAAY,EAAE,CAAC;IAAC,CAAC;IAC5F,IAAI,UAAU,EAAE,CAAC;QAAC,IAAI,UAAU,CAAC,SAAS,GAAG,CAAC;YAAE,YAAY,EAAE,CAAC;;YAAM,YAAY,EAAE,CAAC;IAAC,CAAC;IAEtF,MAAM,KAAK,GAAG,YAAY,GAAG,YAAY,CAAC;IAC1C,MAAM,SAAS,GAAG,YAAY,GAAG,YAAY,CAAC,CAAC,CAAC,SAAS,CAAC,CAAC,CAAC,YAAY,GAAG,YAAY,CAAC,CAAC,CAAC,SAAS,CAAC,CAAC,CAAC,SAAS,CAAC;IAChH,KAAK,CAAC,IAAI,CAAC,oBAAoB,YAAY,IAAI,KAAK,uBAAuB,YAAY,IAAI,KAAK,EAAE,CAAC,CAAC;IACpG,KAAK,CAAC,IAAI,CAAC,kCAAkC,SAAS,IAAI,CAAC,CAAC;IAE5D,OAAO,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;AAC1B,CAAC"}
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"compare_assets.d.ts","sourceRoot":"","sources":["../../src/tools/compare_assets.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAaH,wBAAsB,mBAAmB,CACvC,OAAO,EAAE,MAAM,EAAE,EACjB,MAAM,GAAE,MAAc,GACrB,OAAO,CAAC,MAAM,CAAC,
|
|
1
|
+
{"version":3,"file":"compare_assets.d.ts","sourceRoot":"","sources":["../../src/tools/compare_assets.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAaH,wBAAsB,mBAAmB,CACvC,OAAO,EAAE,MAAM,EAAE,EACjB,MAAM,GAAE,MAAc,GACrB,OAAO,CAAC,MAAM,CAAC,CAiKjB"}
|
|
@@ -30,11 +30,13 @@ export async function handleCompareAssets(symbols, period = "6mo") {
|
|
|
30
30
|
const returns = pricesToReturns(closes);
|
|
31
31
|
const avgDailyReturn = mean(returns);
|
|
32
32
|
const dailyVol = stdDev(returns);
|
|
33
|
-
const
|
|
33
|
+
const firstClose = closes[0];
|
|
34
|
+
const lastClose = closes[closes.length - 1];
|
|
35
|
+
const totalReturn = firstClose > 0 ? (lastClose - firstClose) / firstClose : 0;
|
|
34
36
|
assetMetrics.push({
|
|
35
37
|
symbol: sym,
|
|
36
38
|
name: quote?.shortName ?? quote?.longName ?? sym,
|
|
37
|
-
currentPrice: quote?.regularMarketPrice ??
|
|
39
|
+
currentPrice: quote?.regularMarketPrice ?? lastClose,
|
|
38
40
|
totalReturn,
|
|
39
41
|
annualizedReturn: avgDailyReturn * TRADING_DAYS,
|
|
40
42
|
volatility: dailyVol * Math.sqrt(TRADING_DAYS),
|