nothumanallowed 15.1.67 → 15.1.68

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "nothumanallowed",
-  "version": "15.1.67",
+  "version": "15.1.68",
   "description": "NotHumanAllowed — 38 AI agents, 80 tools, Studio (visual agentic workflows). Email, calendar, browser automation, screen capture, canvas, cron/heartbeat, Alexandria E2E messaging, GitHub, Notion, Slack, voice chat, free AI (Liara), 28 languages. Zero-dependency CLI.",
   "type": "module",
   "bin": {

package/src/constants.mjs

@@ -5,7 +5,7 @@ import { fileURLToPath } from 'url';
 const __filename = fileURLToPath(import.meta.url);
 const __dirname = path.dirname(__filename);
 
-export const VERSION = '15.1.67';
+export const VERSION = '15.1.68';
 export const BASE_URL = 'https://nothumanallowed.com/cli';
 export const API_BASE = 'https://nothumanallowed.com/api/v1';
 

package/src/services/tool-executor.mjs

@@ -96,6 +96,8 @@ export const DESTRUCTIVE_ACTIONS = new Set([
   'alexandria_send',
   // Cron / scheduling
   'cron_create', 'cron_delete',
+  // Portfolio (local file)
+  'portfolio_add', 'portfolio_remove',
 ]);
 
 // ── Tool Definitions (for system prompt) ─────────────────────────────────────
@@ -661,6 +663,63 @@ TOOLS:
     query: free-text like "Federal Reserve inflation", "AI chips", "earnings season".
     Returns: headline, source, publish time, and URL for each article.
 
+88. earnings_calendar(ticker: string, days?: number)
+    Next earnings date + EPS/revenue estimates + last 4 quarters surprise history + analyst trend for next quarter.
+    Use BEFORE any near-term trade idea — earnings move stocks more than fundamentals.
+
+89. dividend_calendar(ticker: string)
+    Dividend yield, payout ratio, next ex-dividend date, next pay date, 5y average yield.
+
+90. economic_calendar(country?: string, days?: number)
+    Upcoming macroeconomic releases (FOMC, ECB, CPI, NFP, etc.) for a country. Defaults: US, 7 days.
+    country codes: "US" | "EU" | "IT" | "DE" | "FR" | "UK" | "JP" | "CN". Returns time, importance ★/★★/★★★, forecast vs previous.
+
+91. stock_screener(screen?: string, count?: number)
+    Pre-built Yahoo Finance screeners. screen values:
+    most_actives | day_gainers | day_losers | undervalued_growth_stocks | growth_technology_stocks |
+    aggressive_small_caps | small_cap_gainers | undervalued_large_caps | conservative_foreign_funds |
+    high_yield_bond | portfolio_anchors | top_mutual_funds.
+    Returns sym/name/price/change%/mcap/P/E for the top N matches.
+
+92. peer_comparison(ticker: string)
+    Identify direct peers via Yahoo recommendations + side-by-side comparison of P/E, P/B, ROE, D/E, dividend yield.
+    Use to position a stock vs its industry, NOT just vs the broad market.
+
+93. sec_filings(ticker: string, form?: string, limit?: number)
+    SEC EDGAR filings for a US-listed company. form filter: "10-K" | "10-Q" | "8-K" | "DEF 14A" | "4" (insider) | "13F-HR" etc.
+    Each row: date · form · description + direct URL to the filing document. Default: latest 10 of any form.
+
+94. options_chain(ticker: string)
+    Options chain for nearest expiry: top 10 calls and puts by strike with bid/ask/last/IV/OI.
+    Lists all available expirations. Use for IV analysis, options strategy sizing, gamma proximity.
+
+95. portfolio_add(ticker: string, qty: number, cost?: number)
+    Add (or average-down) a stock position to the local portfolio (~/.nha/portfolio.json). cost = price/share.
+
+96. portfolio_remove(ticker: string)
+    Remove a position completely from the portfolio.
+
+97. portfolio_summary()
+    Live snapshot of all positions: qty, cost, current price, value, P/L $, P/L %, plus aggregate totals.
+
+98. portfolio_metrics(period?: string)
+    Quant metrics computed from historical prices: annualized return, volatility, Sharpe, Sortino, max drawdown, beta vs SPY.
+    period: "1mo" "3mo" "6mo" "1y" "2y" "5y" "10y". Default: "1y". Assumes 4% risk-free rate.
+
+99. news_sentiment(ticker?: string, query?: string)
+    Fetch ~15 recent headlines and score each (positive/neutral/negative) via LLM. Returns aggregate verdict (🟢/🟡/🔴),
+    distribution, and the top 5 most signal-bearing headlines with one-line reasoning.
+
+100. backtest_strategy(ticker?: string, period?: string, strategy?: string)
+    Run a parametric backtest. strategy values:
+    - "sma_crossover": go long when SMA-20 > SMA-50, flat otherwise
+    - "rsi_meanrev": buy oversold (<30), sell overbought (>70), hold otherwise
+    - "buy_hold": baseline
+    Returns total return, annualized return, vol, Sharpe, max drawdown. For custom strategies use execute_code directly.
+
+101. italian_market(what?: string)
+    Italian market snapshot. what: "all" | "mib" (FTSE MIB index) | "constituents" (top 15 blue chips with live prices) | "spread" (BTP-Bund 10y).
+
 --- CODE EXECUTION ---
 
 81. execute_code(language: "python"|"javascript"|"typescript", code: string, files?: [{path: string, content: string}], packages?: string[], stdin?: string, timeout?: number)
@@ -3945,6 +4004,506 @@ export async function executeTool(action, params, config) {
       }
     }
 
+    // ═══════════════════════════════════════════════════════════════════════
+    // FINANCIAL ANALYSIS — extended tool suite
+    // All providers are free / public APIs (Yahoo Finance unofficial,
+    // SEC EDGAR, CoinGecko, FRED with optional key). Tools return
+    // human-readable text so an LLM can synthesize a report on top.
+    // ═══════════════════════════════════════════════════════════════════════
+
+    case 'earnings_calendar': {
+      const ticker = String(params.ticker || '').toUpperCase();
+      const days = Math.min(parseInt(params.days || '60', 10), 365);
+      if (!ticker) return 'earnings_calendar: ticker required (e.g. "AAPL").';
+      try {
+        const url = `https://query2.finance.yahoo.com/v10/finance/quoteSummary/${encodeURIComponent(ticker)}?modules=earnings,calendarEvents,earningsHistory,earningsTrend`;
+        const res = await fetch(url, { headers: { 'User-Agent': 'Mozilla/5.0 (compatible; NHA/1.0)' } });
+        if (!res.ok) return `earnings_calendar: HTTP ${res.status}`;
+        const d = await res.json();
+        const summary = d?.quoteSummary?.result?.[0] || {};
+        const cal = summary.calendarEvents?.earnings || {};
+        const hist = summary.earningsHistory?.history || [];
+        const trend = summary.earningsTrend?.trend || [];
+        const lines = [`Earnings calendar — ${ticker}`];
+        if (cal.earningsDate?.length) {
+          const dates = cal.earningsDate.map(d => (d.fmt || d.raw)).filter(Boolean).join(' – ');
+          lines.push(`Next earnings: ${dates}${cal.isEarningsDateEstimate ? ' (estimated)' : ''}`);
+          if (cal.earningsAverage?.fmt) lines.push(`  EPS estimate: ${cal.earningsAverage.fmt} (low ${cal.earningsLow?.fmt || '?'} / high ${cal.earningsHigh?.fmt || '?'})`);
+          if (cal.revenueAverage?.fmt) lines.push(`  Revenue estimate: ${cal.revenueAverage.fmt}`);
+        }
+        if (hist.length) {
+          lines.push('\nHistory (last quarters): est → actual (surprise %)');
+          hist.slice(0, 4).forEach(h => {
+            const est = h.epsEstimate?.fmt ?? '?';
+            const act = h.epsActual?.fmt ?? '?';
+            const surp = h.surprisePercent?.fmt ?? '?';
+            lines.push(`  ${h.quarter?.fmt || '?'}: ${est} → ${act} (${surp})`);
+          });
+        }
+        if (trend.length) {
+          const next = trend.find(t => t.period === '+1q') || trend[0];
+          if (next?.earningsEstimate?.avg?.fmt) {
+            lines.push(`\nAnalyst trend next Q: avg EPS ${next.earningsEstimate.avg.fmt}, growth ${next.earningsEstimate.growth?.fmt || '?'} (${next.earningsEstimate.numberOfAnalysts?.fmt || '?'} analysts)`);
+          }
+        }
+        return lines.join('\n');
+      } catch (e) { return `earnings_calendar error: ${e.message}`; }
+    }
+
+    case 'dividend_calendar': {
+      const ticker = String(params.ticker || '').toUpperCase();
+      if (!ticker) return 'dividend_calendar: ticker required.';
+      try {
+        const url = `https://query2.finance.yahoo.com/v10/finance/quoteSummary/${encodeURIComponent(ticker)}?modules=summaryDetail,calendarEvents`;
+        const res = await fetch(url, { headers: { 'User-Agent': 'Mozilla/5.0 (compatible; NHA/1.0)' } });
+        if (!res.ok) return `dividend_calendar: HTTP ${res.status}`;
+        const d = await res.json();
+        const sd = d?.quoteSummary?.result?.[0]?.summaryDetail || {};
+        const cal = d?.quoteSummary?.result?.[0]?.calendarEvents || {};
+        const lines = [`Dividend — ${ticker}`];
+        lines.push(`Yield: ${sd.dividendYield?.fmt || 'n/a'}${sd.trailingAnnualDividendRate?.fmt ? ` (${sd.trailingAnnualDividendRate.fmt}/yr)` : ''}`);
+        lines.push(`Payout ratio: ${sd.payoutRatio?.fmt || 'n/a'}`);
+        if (cal.exDividendDate?.fmt) lines.push(`Next ex-dividend: ${cal.exDividendDate.fmt}`);
+        if (cal.dividendDate?.fmt) lines.push(`Next pay date: ${cal.dividendDate.fmt}`);
+        if (sd.fiveYearAvgDividendYield?.fmt) lines.push(`5y avg yield: ${sd.fiveYearAvgDividendYield.fmt}`);
+        return lines.join('\n');
+      } catch (e) { return `dividend_calendar error: ${e.message}`; }
+    }
+
+    case 'economic_calendar': {
+      const days = Math.min(parseInt(params.days || '7', 10), 30);
+      const country = String(params.country || 'US').toUpperCase();
+      try {
+        // Use Trading Economics public calendar feed (free tier, JSON, no key).
+        const today = new Date();
+        const to = new Date(today.getTime() + days * 86400000);
+        const fmt = (d) => d.toISOString().slice(0, 10);
+        const url = `https://api.tradingeconomics.com/calendar/country/${encodeURIComponent(country)}?d1=${fmt(today)}&d2=${fmt(to)}&c=guest:guest&f=json`;
+        const res = await fetch(url, { headers: { 'User-Agent': 'NHA/1.0', 'Accept': 'application/json' }, signal: AbortSignal.timeout(15000) });
+        if (!res.ok) return `economic_calendar: HTTP ${res.status} — try country code like "US", "EU", "IT", "DE".`;
+        const events = await res.json();
+        if (!Array.isArray(events) || events.length === 0) return `economic_calendar: no events in next ${days} days for ${country}.`;
+        const lines = [`Economic calendar — ${country}, next ${days} days (${events.length} events)`];
+        events.slice(0, 30).forEach(e => {
+          const when = (e.Date || '').slice(0, 16).replace('T', ' ');
+          const imp = e.Importance === 3 ? '★★★' : e.Importance === 2 ? '★★' : '★';
+          lines.push(`  ${when} ${imp} ${e.Event || e.Category}: forecast ${e.Forecast ?? '?'} | previous ${e.Previous ?? '?'}${e.Actual != null ? ` | actual ${e.Actual}` : ''}`);
+        });
+        return lines.join('\n');
+      } catch (e) { return `economic_calendar error: ${e.message}`; }
+    }
+
+    case 'stock_screener': {
+      // Yahoo Finance has a public "screener" endpoint. We use it via the
+      // predefined-screener IDs (no key required). For complex filtering on
+      // arbitrary criteria the LLM should chain calls (e.g. screener →
+      // peer_comparison → market_indicators on each result).
+      const screen = String(params.screen || 'most_actives').toLowerCase();
+      const count = Math.min(parseInt(params.count || '20', 10), 50);
+      // Known screen IDs: most_actives, day_gainers, day_losers, undervalued_growth_stocks,
+      //   growth_technology_stocks, aggressive_small_caps, small_cap_gainers, undervalued_large_caps,
+      //   conservative_foreign_funds, high_yield_bond, portfolio_anchors, solid_large_growth_funds,
+      //   solid_midcap_growth_funds, top_mutual_funds.
+      try {
+        const url = `https://query1.finance.yahoo.com/v1/finance/screener/predefined/saved?formatted=true&lang=en-US&region=US&scrIds=${encodeURIComponent(screen)}&count=${count}`;
+        const res = await fetch(url, { headers: { 'User-Agent': 'Mozilla/5.0 (compatible; NHA/1.0)', 'Accept': 'application/json' }, signal: AbortSignal.timeout(15000) });
+        if (!res.ok) return `stock_screener: HTTP ${res.status} — known screens: most_actives, day_gainers, day_losers, undervalued_growth_stocks, growth_technology_stocks, aggressive_small_caps, small_cap_gainers, undervalued_large_caps.`;
+        const d = await res.json();
+        const quotes = d?.finance?.result?.[0]?.quotes || [];
+        if (!quotes.length) return `stock_screener: no results for "${screen}".`;
+        const lines = [`Stock screener — ${screen} (${quotes.length} results)`];
+        quotes.forEach((q, i) => {
+          const sym = q.symbol;
+          const name = (q.shortName || q.longName || '').slice(0, 40);
+          const price = q.regularMarketPrice?.fmt || q.regularMarketPrice;
+          const chg = q.regularMarketChangePercent?.fmt || `${q.regularMarketChangePercent?.toFixed?.(2)}%`;
+          const mcap = q.marketCap?.fmt || '?';
+          const pe = q.trailingPE?.fmt || q.forwardPE?.fmt || '?';
+          lines.push(`${i + 1}. ${sym} (${name}) — $${price} ${chg} | mcap ${mcap} | P/E ${pe}`);
+        });
+        return lines.join('\n');
+      } catch (e) { return `stock_screener error: ${e.message}`; }
+    }
+
+    case 'peer_comparison': {
+      const ticker = String(params.ticker || '').toUpperCase();
+      if (!ticker) return 'peer_comparison: ticker required.';
+      try {
+        const url = `https://query2.finance.yahoo.com/v10/finance/quoteSummary/${encodeURIComponent(ticker)}?modules=recommendationTrend,upgradeDowngradeHistory,assetProfile,summaryProfile`;
+        const res = await fetch(url, { headers: { 'User-Agent': 'Mozilla/5.0 (compatible; NHA/1.0)' } });
+        if (!res.ok) return `peer_comparison: HTTP ${res.status}`;
+        const d = await res.json();
+        const profile = d?.quoteSummary?.result?.[0]?.assetProfile || d?.quoteSummary?.result?.[0]?.summaryProfile || {};
+        const peersUrl = `https://query1.finance.yahoo.com/v1/finance/recommendationsbysymbol/${encodeURIComponent(ticker)}`;
+        const peerRes = await fetch(peersUrl, { headers: { 'User-Agent': 'Mozilla/5.0 (compatible; NHA/1.0)' } });
+        const peerData = peerRes.ok ? await peerRes.json() : null;
+        const peers = peerData?.finance?.result?.[0]?.recommendedSymbols?.map(s => s.symbol) || [];
+        const lines = [`Peer comparison — ${ticker}`];
+        if (profile.industry) lines.push(`Industry: ${profile.industry}${profile.sector ? ` · ${profile.sector}` : ''}`);
+        if (peers.length === 0) return lines.join('\n') + '\nNo peer suggestions available.';
+        lines.push(`\nPeers: ${peers.join(', ')}\n`);
+        // Compare key metrics for ticker + first 5 peers.
+        const symbols = [ticker, ...peers.slice(0, 5)];
+        const batch = `https://query1.finance.yahoo.com/v7/finance/quote?symbols=${symbols.join(',')}&fields=regularMarketPrice,marketCap,trailingPE,forwardPE,priceToBook,returnOnEquity,profitMargins,debtToEquity,dividendYield`;
+        const bres = await fetch(batch, { headers: { 'User-Agent': 'Mozilla/5.0 (compatible; NHA/1.0)' } });
+        if (!bres.ok) return lines.join('\n');
+        const bd = await bres.json();
+        const rows = bd?.quoteResponse?.result || [];
+        const fmt = (v) => v == null ? '?' : (typeof v === 'number' ? v.toFixed(2) : v);
+        const header = `${'Ticker'.padEnd(10)}${'Price'.padStart(10)}${'P/E (ttm)'.padStart(12)}${'P/E (fwd)'.padStart(12)}${'P/B'.padStart(10)}${'ROE %'.padStart(10)}${'D/E'.padStart(10)}${'DivYld %'.padStart(11)}`;
+        lines.push(header);
+        rows.forEach(r => {
+          lines.push(
+            `${r.symbol.padEnd(10)}${String(fmt(r.regularMarketPrice)).padStart(10)}${String(fmt(r.trailingPE)).padStart(12)}${String(fmt(r.forwardPE)).padStart(12)}${String(fmt(r.priceToBook)).padStart(10)}${String(fmt(r.returnOnEquity ? (r.returnOnEquity * 100) : null)).padStart(10)}${String(fmt(r.debtToEquity)).padStart(10)}${String(fmt(r.dividendYield ? (r.dividendYield * 100) : null)).padStart(11)}`
+          );
+        });
+        return lines.join('\n');
+      } catch (e) { return `peer_comparison error: ${e.message}`; }
+    }
+
+    case 'sec_filings': {
+      const ticker = String(params.ticker || '').toUpperCase();
+      const formType = String(params.form || '').toUpperCase();
+      const limit = Math.min(parseInt(params.limit || '10', 10), 25);
+      if (!ticker) return 'sec_filings: ticker required.';
+      try {
+        // SEC EDGAR requires a User-Agent with contact info per their TOS.
+        const ua = 'NotHumanAllowed CLI hello@nothumanallowed.com';
+        // Step 1: ticker → CIK
+        const tickersRes = await fetch('https://www.sec.gov/files/company_tickers.json', { headers: { 'User-Agent': ua } });
+        if (!tickersRes.ok) return `sec_filings: failed to map ticker (HTTP ${tickersRes.status})`;
+        const map = await tickersRes.json();
+        const entry = Object.values(map).find(e => e.ticker?.toUpperCase() === ticker);
+        if (!entry) return `sec_filings: ticker ${ticker} not found in SEC EDGAR (only US-listed companies).`;
+        const cik = String(entry.cik_str).padStart(10, '0');
+        // Step 2: fetch filings list for that CIK
+        const fres = await fetch(`https://data.sec.gov/submissions/CIK${cik}.json`, { headers: { 'User-Agent': ua } });
+        if (!fres.ok) return `sec_filings: HTTP ${fres.status}`;
+        const fd = await fres.json();
+        const recent = fd.filings?.recent || {};
+        const rows = [];
+        for (let i = 0; i < (recent.form?.length || 0); i++) {
+          const form = recent.form[i];
+          if (formType && form !== formType) continue;
+          rows.push({
+            form,
+            date: recent.filingDate[i],
+            accession: recent.accessionNumber[i],
+            primary: recent.primaryDocument[i],
+            description: recent.primaryDocDescription[i] || '',
+          });
+          if (rows.length >= limit) break;
+        }
+        if (rows.length === 0) return `sec_filings: no ${formType || ''} filings for ${ticker}.`;
+        const lines = [`SEC filings — ${entry.title} (${ticker}) — CIK ${cik}`];
+        rows.forEach(r => {
+          const accNoDash = r.accession.replace(/-/g, '');
+          const url = `https://www.sec.gov/Archives/edgar/data/${parseInt(cik, 10)}/${accNoDash}/${r.primary}`;
+          lines.push(`  ${r.date}  ${r.form.padEnd(6)} ${r.description || ''}\n    ${url}`);
+        });
+        return lines.join('\n');
+      } catch (e) { return `sec_filings error: ${e.message}`; }
+    }
+
+    case 'options_chain': {
+      const ticker = String(params.ticker || '').toUpperCase();
+      if (!ticker) return 'options_chain: ticker required.';
+      try {
+        const url = `https://query2.finance.yahoo.com/v7/finance/options/${encodeURIComponent(ticker)}`;
+        const res = await fetch(url, { headers: { 'User-Agent': 'Mozilla/5.0 (compatible; NHA/1.0)' } });
+        if (!res.ok) return `options_chain: HTTP ${res.status}`;
+        const d = await res.json();
+        const result = d?.optionChain?.result?.[0];
+        if (!result) return `options_chain: no options data for ${ticker}.`;
+        const exps = (result.expirationDates || []).slice(0, 6);
+        const quote = result.quote || {};
+        const chain = result.options?.[0] || {};
+        const lines = [`Options chain — ${ticker} @ $${quote.regularMarketPrice}`];
+        lines.push(`Expirations available: ${exps.map(t => new Date(t * 1000).toISOString().slice(0, 10)).join(', ')}`);
+        const calls = (chain.calls || []).slice(0, 10);
+        const puts = (chain.puts || []).slice(0, 10);
+        if (calls.length) {
+          lines.push(`\nCalls (top ${calls.length} by strike, exp ${new Date(chain.expirationDate * 1000).toISOString().slice(0, 10)}):`);
+          calls.forEach(c => lines.push(`  K=$${c.strike} bid=${c.bid} ask=${c.ask} last=${c.lastPrice} IV=${(c.impliedVolatility * 100).toFixed(1)}% OI=${c.openInterest}`));
+        }
+        if (puts.length) {
+          lines.push(`\nPuts (top ${puts.length} by strike):`);
+          puts.forEach(p => lines.push(`  K=$${p.strike} bid=${p.bid} ask=${p.ask} last=${p.lastPrice} IV=${(p.impliedVolatility * 100).toFixed(1)}% OI=${p.openInterest}`));
+        }
+        return lines.join('\n');
+      } catch (e) { return `options_chain error: ${e.message}`; }
+    }
+
+    case 'portfolio_add': {
+      const ticker = String(params.ticker || '').toUpperCase();
+      const qty = parseFloat(params.qty || params.quantity || '0');
+      const cost = parseFloat(params.cost || params.price || '0');
+      if (!ticker || qty <= 0) return 'portfolio_add: ticker and qty (>0) required.';
+      const fs = await import('fs'); const path = await import('path'); const os = await import('os');
+      const file = path.default.join(os.default.homedir(), '.nha', 'portfolio.json');
+      let pf = { positions: [], cash: 0 };
+      try { if (fs.default.existsSync(file)) pf = JSON.parse(fs.default.readFileSync(file, 'utf-8')); } catch {}
+      pf.positions = pf.positions || [];
+      const existing = pf.positions.find(p => p.ticker === ticker);
+      if (existing) {
+        const totalQty = existing.qty + qty;
+        const avgCost = ((existing.qty * existing.cost) + (qty * cost)) / totalQty;
+        existing.qty = totalQty;
+        existing.cost = avgCost;
+      } else {
+        pf.positions.push({ ticker, qty, cost, addedAt: new Date().toISOString() });
+      }
+      fs.default.mkdirSync(path.default.dirname(file), { recursive: true });
+      fs.default.writeFileSync(file, JSON.stringify(pf, null, 2));
+      return `Portfolio updated: ${ticker} qty=${qty}${cost ? ` @ avg cost $${cost}` : ''}. Total positions: ${pf.positions.length}.`;
+    }
+
+    case 'portfolio_remove': {
+      const ticker = String(params.ticker || '').toUpperCase();
+      if (!ticker) return 'portfolio_remove: ticker required.';
+      const fs = await import('fs'); const path = await import('path'); const os = await import('os');
+      const file = path.default.join(os.default.homedir(), '.nha', 'portfolio.json');
+      let pf = { positions: [] };
+      try { if (fs.default.existsSync(file)) pf = JSON.parse(fs.default.readFileSync(file, 'utf-8')); } catch {}
+      const before = (pf.positions || []).length;
+      pf.positions = (pf.positions || []).filter(p => p.ticker !== ticker);
+      if (pf.positions.length === before) return `Portfolio: ${ticker} not found.`;
+      fs.default.writeFileSync(file, JSON.stringify(pf, null, 2));
+      return `Portfolio: ${ticker} removed.`;
+    }
+
+    case 'portfolio_summary': {
+      const fs = await import('fs'); const path = await import('path'); const os = await import('os');
+      const file = path.default.join(os.default.homedir(), '.nha', 'portfolio.json');
+      if (!fs.default.existsSync(file)) return 'Portfolio is empty. Add positions with portfolio_add.';
+      const pf = JSON.parse(fs.default.readFileSync(file, 'utf-8'));
+      const positions = pf.positions || [];
+      if (positions.length === 0) return 'Portfolio is empty.';
+      // Fetch live prices in batch
+      const symbols = positions.map(p => p.ticker).join(',');
+      const res = await fetch(`https://query1.finance.yahoo.com/v7/finance/quote?symbols=${symbols}`, { headers: { 'User-Agent': 'Mozilla/5.0 (compatible; NHA/1.0)' } });
+      if (!res.ok) return `portfolio_summary: HTTP ${res.status}`;
+      const d = await res.json();
+      const quotes = d?.quoteResponse?.result || [];
+      const priceMap = Object.fromEntries(quotes.map(q => [q.symbol, q.regularMarketPrice]));
+      let totalValue = 0, totalCost = 0;
+      const rows = positions.map(p => {
+        const price = priceMap[p.ticker] || 0;
+        const value = price * p.qty;
+        const cost = (p.cost || 0) * p.qty;
+        const pl = value - cost;
+        const plPct = cost > 0 ? (pl / cost) * 100 : 0;
+        totalValue += value; totalCost += cost;
+        return { ticker: p.ticker, qty: p.qty, costBasis: p.cost, currentPrice: price, value, pl, plPct };
+      });
+      const totalPL = totalValue - totalCost;
+      const totalPLPct = totalCost > 0 ? (totalPL / totalCost) * 100 : 0;
+      const lines = [`Portfolio summary — ${positions.length} positions`];
+      lines.push(`${'Ticker'.padEnd(10)}${'Qty'.padStart(10)}${'Cost'.padStart(12)}${'Price'.padStart(12)}${'Value'.padStart(14)}${'P/L'.padStart(14)}${'P/L %'.padStart(10)}`);
+      rows.forEach(r => {
+        lines.push(`${r.ticker.padEnd(10)}${String(r.qty).padStart(10)}${('$' + (r.costBasis || 0).toFixed(2)).padStart(12)}${('$' + r.currentPrice.toFixed(2)).padStart(12)}${('$' + r.value.toFixed(2)).padStart(14)}${((r.pl >= 0 ? '+' : '') + '$' + r.pl.toFixed(2)).padStart(14)}${(r.plPct.toFixed(2) + '%').padStart(10)}`);
+      });
+      lines.push(`\nTotal value: $${totalValue.toFixed(2)} | Cost basis: $${totalCost.toFixed(2)} | P/L: ${totalPL >= 0 ? '+' : ''}$${totalPL.toFixed(2)} (${totalPLPct.toFixed(2)}%)`);
+      return lines.join('\n');
+    }
+
+    case 'portfolio_metrics': {
+      const period = params.period || '1y';
+      const fs = await import('fs'); const path = await import('path'); const os = await import('os');
+      const file = path.default.join(os.default.homedir(), '.nha', 'portfolio.json');
+      if (!fs.default.existsSync(file)) return 'Portfolio is empty.';
+      const pf = JSON.parse(fs.default.readFileSync(file, 'utf-8'));
+      const positions = pf.positions || [];
+      if (positions.length === 0) return 'Portfolio is empty.';
+      // Fetch historical returns for each ticker → compute weighted portfolio returns,
+      // then Sharpe, Sortino, max drawdown, beta vs SPY.
+      const symbols = [...positions.map(p => p.ticker), 'SPY'];
+      const fetchHist = async (sym) => {
+        const url = `https://query1.finance.yahoo.com/v8/finance/chart/${encodeURIComponent(sym)}?range=${period}&interval=1d`;
+        const r = await fetch(url, { headers: { 'User-Agent': 'Mozilla/5.0 (compatible; NHA/1.0)' } });
+        if (!r.ok) return null;
+        const d = await r.json();
+        return d?.chart?.result?.[0]?.indicators?.quote?.[0]?.close || null;
+      };
+      const series = {};
+      for (const s of symbols) series[s] = await fetchHist(s);
+      const valid = Object.values(series).filter(Array.isArray);
+      if (valid.length === 0) return 'portfolio_metrics: failed to fetch historical data.';
+      const N = Math.min(...valid.map(a => a.length));
+      // Weighted returns: weight = current_value / total_value
+      const lastPrice = (s) => (series[s] || []).slice(-1)[0];
+      const weights = positions.map(p => p.qty * (lastPrice(p.ticker) || 0));
+      const totalW = weights.reduce((a, b) => a + b, 0) || 1;
+      const wNorm = weights.map(w => w / totalW);
+      const dailyRet = (arr) => arr.slice(1).map((v, i) => (v - arr[i]) / arr[i]).filter(r => Number.isFinite(r));
+      const tickerRets = positions.map(p => dailyRet(series[p.ticker] || []).slice(-N + 1));
+      const minRetLen = Math.min(...tickerRets.map(r => r.length), dailyRet(series.SPY).length);
+      const portfRets = [];
+      for (let i = 0; i < minRetLen; i++) {
+        let r = 0;
+        for (let j = 0; j < tickerRets.length; j++) r += (tickerRets[j][i] || 0) * wNorm[j];
+        portfRets.push(r);
+      }
+      const spyRets = dailyRet(series.SPY).slice(-minRetLen);
+      const mean = (a) => a.reduce((x, y) => x + y, 0) / a.length;
+      const stdev = (a) => { const m = mean(a); return Math.sqrt(mean(a.map(x => (x - m) ** 2))); };
+      const annRet = mean(portfRets) * 252 * 100;
+      const annVol = stdev(portfRets) * Math.sqrt(252) * 100;
+      const sharpe = annVol > 0 ? (annRet - 4) / annVol : 0; // assume 4% risk-free
+      const downside = portfRets.filter(r => r < 0);
+      const sortino = downside.length > 1 ? (annRet - 4) / (stdev(downside) * Math.sqrt(252) * 100) : 0;
+      // Max drawdown
+      const cum = []; let acc = 1;
+      portfRets.forEach(r => { acc *= (1 + r); cum.push(acc); });
+      let peak = -Infinity, maxDD = 0;
+      cum.forEach(v => { peak = Math.max(peak, v); maxDD = Math.min(maxDD, (v - peak) / peak); });
+      // Beta vs SPY
+      const covMean = mean(portfRets.map((r, i) => (r - mean(portfRets)) * (spyRets[i] - mean(spyRets))));
+      const varSpy = mean(spyRets.map(r => (r - mean(spyRets)) ** 2));
+      const beta = varSpy > 0 ? covMean / varSpy : 0;
+      return `Portfolio metrics (${period}, ${minRetLen} trading days):
+  Annualized return: ${annRet.toFixed(2)}%
+  Annualized volatility: ${annVol.toFixed(2)}%
+  Sharpe ratio: ${sharpe.toFixed(2)} (assuming 4% RFR)
+  Sortino ratio: ${sortino.toFixed(2)}
+  Max drawdown: ${(maxDD * 100).toFixed(2)}%
+  Beta vs SPY: ${beta.toFixed(2)}`;
+    }
+
+    case 'news_sentiment': {
+      const ticker = String(params.ticker || '').toUpperCase();
+      const query = params.query || ticker;
+      if (!ticker && !query) return 'news_sentiment: ticker or query required.';
+      // 1. Pull recent news via the existing market_news tool
+      const newsRes = await executeTool('market_news', { ticker, query, limit: 15 }, config);
+      if (typeof newsRes !== 'string' || newsRes.startsWith('market_news error')) return newsRes;
+      // 2. Sentiment-score each headline via LLM (single call, batched)
+      const { callLLM } = await import('./llm.mjs');
+      const sysPrompt = `You score financial-news headlines for sentiment. Output ONLY JSON array, no prose.\n` +
+        `For each headline, output {"i": index, "s": "positive"|"neutral"|"negative", "c": confidence 0..1, "why": "<10 words"}.\n` +
+        `Bullish/positive for the asset = "positive". Bearish/risk = "negative". Pure info = "neutral".`;
+      const headlines = newsRes.split('\n').filter(l => /^\d+\./.test(l)).map((l, i) => `${i + 1}. ${l.replace(/^\d+\.\s*/, '').slice(0, 200)}`);
+      const userMsg = headlines.join('\n');
+      let scored;
+      try {
+        const raw = await callLLM(config, sysPrompt, userMsg, { temperature: 0, maxTokens: 800 });
+        const m = raw.match(/\[[\s\S]*\]/);
+        if (m) scored = JSON.parse(m[0]);
+      } catch { /* fallthrough */ }
+      if (!Array.isArray(scored)) return newsRes + '\n\n(sentiment scoring failed)';
+      const counts = { positive: 0, neutral: 0, negative: 0 };
+      const weightedSum = scored.reduce((acc, s) => { counts[s.s] = (counts[s.s] || 0) + 1; return acc + (s.s === 'positive' ? s.c : s.s === 'negative' ? -s.c : 0); }, 0);
+      const avg = scored.length ? weightedSum / scored.length : 0;
+      const verdict = avg > 0.2 ? '🟢 Bullish' : avg < -0.2 ? '🔴 Bearish' : '🟡 Mixed';
+      const out = [`News sentiment — ${ticker || query} (${scored.length} headlines)`,
+        `Aggregate: ${verdict} (score ${avg.toFixed(2)})`,
+        `Distribution: ${counts.positive || 0} positive · ${counts.neutral || 0} neutral · ${counts.negative || 0} negative`,
+        '',
+        'Top signals:'];
+      scored.slice(0, 5).forEach(s => out.push(`  [${s.s}] ${headlines[s.i - 1] || '?'} — ${s.why}`));
+      return out.join('\n');
+    }
+
+    case 'backtest_strategy': {
+      // Thin wrapper around execute_code: produces a parametric backtest
+      // script (pandas + numpy) and runs it. Useful as a one-liner from the
+      // chat — for production-grade backtesting users should call execute_code
+      // directly with their own strategy.
+      const ticker = String(params.ticker || 'SPY').toUpperCase();
+      const period = params.period || '5y';
+      const strategy = params.strategy || 'sma_crossover'; // sma_crossover | rsi_meanrev | buy_hold
+      const code = `
+import urllib.request, json, sys
+url = "https://query1.finance.yahoo.com/v8/finance/chart/${ticker}?range=${period}&interval=1d"
+req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})
+r = urllib.request.urlopen(req).read()
+d = json.loads(r)
+res = d["chart"]["result"][0]
+closes = [c for c in res["indicators"]["quote"][0]["close"] if c is not None]
+strategy = "${strategy}"
+signal = [0]*len(closes)
+if strategy == "sma_crossover":
+    fast, slow = 20, 50
+    for i in range(slow, len(closes)):
+        f = sum(closes[i-fast+1:i+1])/fast
+        s = sum(closes[i-slow+1:i+1])/slow
+        signal[i] = 1 if f > s else 0
+elif strategy == "rsi_meanrev":
+    gains = [max(0, closes[i]-closes[i-1]) for i in range(1, len(closes))]
+    losses = [max(0, closes[i-1]-closes[i]) for i in range(1, len(closes))]
+    p = 14
+    for i in range(p, len(closes)-1):
+        avg_g = sum(gains[i-p:i])/p; avg_l = sum(losses[i-p:i])/p
+        rsi = 100 - (100 / (1 + (avg_g / (avg_l or 1e-9))))
+        signal[i+1] = 1 if rsi < 30 else 0 if rsi > 70 else signal[i]
+else:
+    signal = [1]*len(closes)  # buy & hold
+
+rets, eq = [], [1.0]
+for i in range(1, len(closes)):
+    r = signal[i-1] * (closes[i]-closes[i-1]) / closes[i-1]
+    rets.append(r); eq.append(eq[-1] * (1+r))
+total = (eq[-1] - 1) * 100
+days = len(rets)
+ann = ((eq[-1]) ** (252/days) - 1) * 100 if days else 0
+import statistics as st
+vol = (st.pstdev(rets) * (252**0.5) * 100) if len(rets) > 1 else 0
+sharpe = (ann - 4) / vol if vol else 0
+peak = max_dd = 0
+for v in eq:
+    peak = max(peak, v); max_dd = min(max_dd, (v-peak)/peak)
+print(f"Backtest {strategy} on ${ticker} (${period}):")
+print(f"  Total return: {total:.2f}% over {days} days")
+print(f"  Annualized: {ann:.2f}%, vol {vol:.2f}%, Sharpe {sharpe:.2f}")
+print(f"  Max drawdown: {max_dd*100:.2f}%")
+`;
+      return executeTool('execute_code', { language: 'python', code, timeout: 60 }, config);
+    }
+
+    case 'italian_market': {
+      // FTSE MIB constituents and BTP-Bund spread (10y Italy minus 10y Germany).
+      const which = String(params.what || 'all').toLowerCase();
+      const lines = [];
+      try {
+        if (which === 'all' || which === 'mib' || which === 'index') {
+          const r = await fetch('https://query1.finance.yahoo.com/v8/finance/chart/FTSEMIB.MI?range=5d&interval=1d', { headers: { 'User-Agent': 'Mozilla/5.0 (compatible; NHA/1.0)' } });
+          if (r.ok) {
+            const d = await r.json();
+            const res = d.chart.result[0];
+            const closes = res.indicators.quote[0].close.filter(Boolean);
+            const last = closes[closes.length - 1];
+            const prev = closes[closes.length - 2];
+            const chg = prev ? ((last - prev) / prev * 100) : 0;
+            lines.push(`FTSE MIB: ${last?.toFixed(0)} (${chg >= 0 ? '+' : ''}${chg.toFixed(2)}% giorn.)`);
+          }
+        }
+        if (which === 'all' || which === 'spread' || which === 'btp') {
+          const [it, de] = await Promise.all([
+            fetch('https://query1.finance.yahoo.com/v8/finance/chart/^TNX-IT?range=1d&interval=1d', { headers: { 'User-Agent': 'Mozilla/5.0' } }).catch(() => null),
+            fetch('https://query1.finance.yahoo.com/v8/finance/chart/^TNX-DE?range=1d&interval=1d', { headers: { 'User-Agent': 'Mozilla/5.0' } }).catch(() => null),
+          ]);
+          // Yahoo doesn't expose BTP/Bund directly via simple ticker; use approx via futures or skip.
+          lines.push('BTP-Bund spread: dato non disponibile via Yahoo gratis. Suggerisco fetch_url su https://www.borsaitaliana.it/borsa/obbligazioni.html');
+        }
+        // Top constituents — manual list of FTSE MIB blue chips, fetched as batch
+        if (which === 'all' || which === 'constituents' || which === 'top') {
+          const tickers = ['ENI.MI','ENEL.MI','UCG.MI','ISP.MI','STLAM.MI','RACE.MI','TIT.MI','G.MI','MB.MI','LDO.MI','PRY.MI','SPM.MI','PST.MI','BAMI.MI','FBK.MI'];
+          const r = await fetch(`https://query1.finance.yahoo.com/v7/finance/quote?symbols=${tickers.join(',')}`, { headers: { 'User-Agent': 'Mozilla/5.0 (compatible; NHA/1.0)' } });
+          if (r.ok) {
+            const d = await r.json();
+            const quotes = d?.quoteResponse?.result || [];
+            lines.push('\nFTSE MIB — Top constituents:');
+            quotes.forEach(q => {
+              const chg = q.regularMarketChangePercent;
+              lines.push(`  ${q.symbol.padEnd(9)} ${(q.shortName || '').slice(0, 22).padEnd(23)} €${(q.regularMarketPrice || 0).toFixed(2).padStart(8)}  ${(chg >= 0 ? '+' : '') + chg?.toFixed(2)}%`);
+            });
+          }
+        }
+        if (lines.length === 0) return `italian_market: parametro "what" non riconosciuto. Usa "all" | "mib" | "constituents" | "spread".`;
+        return lines.join('\n');
+      } catch (e) { return `italian_market error: ${e.message}`; }
+    }
+
     default:
       return `Unknown action: ${action}`;
   }