opencandle 0.11.0 → 0.12.0

package/src/tools/AGENTS.md

@@ -1,36 +0,0 @@
-# TOOLS
-
-Market analysis tools organized by financial domain. Tools fetch data from `src/providers/`, return structured results for LLM synthesis.
-
-## STRUCTURE
-```
-src/tools/
-├── fundamentals/  # Earnings, financials, DCF, comps, SEC filings
-├── technical/     # Indicators (SMA, RSI, MACD), backtesting
-├── options/       # Options chains, Greeks computation
-├── macro/         # FRED economic data, fear & greed index
-├── sentiment/     # Reddit sentiment, news sentiment
-├── portfolio/     # Tracker, risk analysis, watchlist, correlation
-├── market/        # Stock quotes, history, crypto, ticker search
-└── index.ts       # getAllTools() registry — add new tools here
-```
-
-## LOOKUP
-| Domain | Location |
-|--------|----------|
-| P/E, EPS, balance sheets, DCF | `fundamentals/` |
-| RSI, MACD, SMA, backtest | `technical/` |
-| Put/call ratio, IV, Greeks | `options/` |
-| GDP, inflation, Fed rates | `macro/` |
-| Reddit buzz, news | `sentiment/` |
-| Positions, Sharpe, VaR, watchlist | `portfolio/` |
-| Quotes, OHLCV, crypto, search | `market/` |
-
-## ADDING A TOOL
-1. Create `src/tools/<domain>/my-tool.ts` with Typebox params + `AgentTool` export.
-2. Register in `src/tools/index.ts` (`getAllTools()` array).
-3. Add test in `tests/unit/tools/` with fixture-based fetch mocking.
-
-## ANTI-PATTERNS
-- Never hardcode mock data in tools; call providers.
-- Tools return structured data. The LLM analyzes it, not the tool.

package/src/tools/fundamentals/company-overview.ts

@@ -1,64 +0,0 @@
-import type { AgentTool } from "@earendil-works/pi-agent-core";
-import { Type } from "@sinclair/typebox";
-import { getConfig } from "../../config.js";
-import { withCredentialCheck } from "../../onboarding/tool-helpers.js";
-import { getOverview } from "../../providers/alpha-vantage.js";
-import { wrapProvider } from "../../providers/wrap-provider.js";
-import type { CompanyOverview } from "../../types/fundamentals.js";
-
-const params = Type.Object({
-  symbol: Type.String({ description: "Stock ticker symbol (e.g. AAPL, MSFT)" }),
-});
-
-export const companyOverviewTool: AgentTool<
-  typeof params,
-  CompanyOverview | { credentialRequired: unknown }
-> = {
-  name: "get_company_overview",
-  label: "Company Overview",
-  description:
-    "Get company fundamentals: P/E ratio, EPS, market cap, sector, dividend yield, profit margin, beta, and description. Requires Alpha Vantage.",
-  parameters: params,
-  async execute(_toolCallId, args) {
-    return withCredentialCheck("alpha_vantage", async () => {
-      const apiKey = getConfig().alphaVantageApiKey!;
-      const result = await wrapProvider("alphavantage", () =>
-        getOverview(args.symbol.toUpperCase(), apiKey),
-      );
-      if (result.status === "unavailable") {
-        return {
-          content: [
-            {
-              type: "text",
-              text: `⚠ Company overview unavailable for ${args.symbol.toUpperCase()} (${result.reason}). Analysis will proceed without fundamentals.`,
-            },
-          ],
-          details: null as any,
-        };
-      }
-      const ov = result.data;
-      const text = [
-        `**${ov.name}** (${ov.symbol}) — ${ov.exchange}`,
-        `Sector: ${ov.sector} | Industry: ${ov.industry}`,
-        `Market Cap: $${formatLargeNumber(ov.marketCap)} | P/E: ${ov.pe ?? "N/A"} | Fwd P/E: ${ov.forwardPe ?? "N/A"}`,
-        `EPS: $${ov.eps ?? "N/A"} | Div Yield: ${ov.dividendYield ? `${(ov.dividendYield * 100).toFixed(2)}%` : "N/A"}`,
-        `Beta: ${ov.beta ?? "N/A"} | Profit Margin: ${ov.profitMargin ? `${(ov.profitMargin * 100).toFixed(1)}%` : "N/A"}`,
-        `52W: $${ov.week52Low.toFixed(2)} - $${ov.week52High.toFixed(2)}`,
-        ``,
-        `${ov.description.slice(0, 300)}${ov.description.length > 300 ? "..." : ""}`,
-      ].join("\n");
-
-      const prefix = result.stale
-        ? `⚠ Using cached fundamentals from ${result.timestamp} (Alpha Vantage rate limited)\n`
-        : "";
-      return { content: [{ type: "text", text: prefix + text }], details: ov };
-    });
-  },
-};
-
-function formatLargeNumber(n: number): string {
-  if (n >= 1e12) return `${(n / 1e12).toFixed(2)}T`;
-  if (n >= 1e9) return `${(n / 1e9).toFixed(2)}B`;
-  if (n >= 1e6) return `${(n / 1e6).toFixed(2)}M`;
-  return n.toLocaleString();
-}

package/src/tools/fundamentals/comps.ts

@@ -1,169 +0,0 @@
-import type { AgentTool } from "@earendil-works/pi-agent-core";
-import { Type } from "@sinclair/typebox";
-import { getConfig } from "../../config.js";
-import { withCredentialCheck } from "../../onboarding/tool-helpers.js";
-import { getOverview } from "../../providers/alpha-vantage.js";
-import { wrapProvider } from "../../providers/wrap-provider.js";
-import type { CompanyOverview } from "../../types/fundamentals.js";
-
-export interface CompsMetric {
-  metric: string;
-  values: Record<string, number | null>;
-  median: number | null;
-  p25: number | null;
-  p75: number | null;
-  best: string;
-  worst: string;
-}
-
-export interface CompsResult {
-  companies: CompanyOverview[];
-  metrics: CompsMetric[];
-  unavailableSymbols: string[];
-}
-
-type MetricDef = {
-  name: string;
-  extract: (c: CompanyOverview) => number | null;
-  lowerIsBetter: boolean;
-};
-
-const METRIC_DEFS: MetricDef[] = [
-  { name: "P/E", extract: (c) => c.pe, lowerIsBetter: true },
-  { name: "Forward P/E", extract: (c) => c.forwardPe, lowerIsBetter: true },
-  { name: "EPS", extract: (c) => c.eps, lowerIsBetter: false },
-  { name: "Profit Margin", extract: (c) => c.profitMargin, lowerIsBetter: false },
-  { name: "Revenue Growth", extract: (c) => c.revenueGrowth, lowerIsBetter: false },
-  { name: "Dividend Yield", extract: (c) => c.dividendYield, lowerIsBetter: false },
-  { name: "Beta", extract: (c) => c.beta, lowerIsBetter: true },
-];
-
-export function computeComps(companies: CompanyOverview[]): CompsResult {
-  const metrics: CompsMetric[] = METRIC_DEFS.map((def) => {
-    const values: Record<string, number | null> = {};
-    for (const c of companies) {
-      values[c.symbol] = def.extract(c);
-    }
-
-    const nonNull = Object.entries(values)
-      .filter(([, v]) => v != null)
-      .map(([sym, v]) => ({ sym, v: v! }));
-
-    const sorted = [...nonNull].sort((a, b) => a.v - b.v);
-    const sortedVals = sorted.map((s) => s.v);
-    const median = computeMedian(sortedVals);
-    const p25 = computePercentile(sortedVals, 0.25);
-    const p75 = computePercentile(sortedVals, 0.75);
-
-    const best = def.lowerIsBetter
-      ? (sorted[0]?.sym ?? "")
-      : (sorted[sorted.length - 1]?.sym ?? "");
-    const worst = def.lowerIsBetter
-      ? (sorted[sorted.length - 1]?.sym ?? "")
-      : (sorted[0]?.sym ?? "");
-
-    return { metric: def.name, values, median, p25, p75, best, worst };
-  });
-
-  return { companies, metrics, unavailableSymbols: [] };
-}
-
-function computeMedian(sorted: number[]): number | null {
-  if (sorted.length === 0) return null;
-  const mid = Math.floor(sorted.length / 2);
-  return sorted.length % 2 === 0 ? (sorted[mid - 1] + sorted[mid]) / 2 : sorted[mid];
-}
-
-function computePercentile(sorted: number[], p: number): number | null {
-  if (sorted.length === 0) return null;
-  if (sorted.length === 1) return sorted[0];
-  const idx = p * (sorted.length - 1);
-  const lower = Math.floor(idx);
-  const upper = Math.ceil(idx);
-  if (lower === upper) return sorted[lower];
-  return sorted[lower] + (sorted[upper] - sorted[lower]) * (idx - lower);
-}
-
-const params = Type.Object({
-  symbols: Type.Array(Type.String(), {
-    description: "Array of 2-6 ticker symbols to compare (e.g. ['AAPL','MSFT','GOOGL'])",
-    minItems: 2,
-    maxItems: 6,
-  }),
-});
-
-export const compsTool: AgentTool<typeof params> = {
-  name: "compare_companies",
-  label: "Comparable Company Analysis",
-  description:
-    "Compare 2-6 companies side-by-side on key valuation and financial metrics: P/E, Forward P/E, EPS, Profit Margin, Revenue Growth, Dividend Yield, Beta. Identifies the cheapest and most expensive on each metric.",
-  parameters: params,
-  async execute(_toolCallId, args) {
-    return withCredentialCheck("alpha_vantage", async () => {
-      const config = getConfig();
-      const symbols = args.symbols.map((s) => s.toUpperCase());
-
-      const results = await Promise.all(
-        symbols.map(async (s) => ({
-          symbol: s,
-          result: await wrapProvider("alphavantage", () =>
-            getOverview(s, config.alphaVantageApiKey!),
-          ),
-        })),
-      );
-
-      const companies: CompanyOverview[] = [];
-      const unavailableSymbols: string[] = [];
-
-      for (const { symbol: sym, result: r } of results) {
-        if (r.status === "ok") {
-          companies.push(r.data);
-        } else {
-          unavailableSymbols.push(sym);
-        }
-      }
-
-      if (companies.length === 0) {
-        return {
-          content: [
-            {
-              type: "text",
-              text: `⚠ Company fundamentals unavailable for all symbols: ${symbols.join(", ")}. Alpha Vantage may be rate limited.`,
-            },
-          ],
-          details: null as any,
-        };
-      }
-
-      const result = computeComps(companies);
-      result.unavailableSymbols = unavailableSymbols;
-
-      const availableSymbols = companies.map((company) => company.symbol);
-      const header = `**Comparable Company Analysis**: ${availableSymbols.join(" vs ")}`;
-      const rows = result.metrics.map((m) => {
-        const vals = availableSymbols.map((s) => {
-          const v = m.values[s];
-          if (v == null) return "N/A".padStart(10);
-          if (Math.abs(v) < 1) return `${(v * 100).toFixed(1)}%`.padStart(10);
-          return v.toFixed(2).padStart(10);
-        });
-        const medStr =
-          m.median != null
-            ? Math.abs(m.median) < 1
-              ? `${(m.median * 100).toFixed(1)}%`
-              : m.median.toFixed(2)
-            : "N/A";
-        return `  ${m.metric.padEnd(16)} ${vals.join("")}  Med: ${medStr}  Best: ${m.best}`;
-      });
-
-      const symHeader = `  ${"Metric".padEnd(16)} ${availableSymbols.map((s) => s.padStart(10)).join("")}`;
-      const noteLines =
-        unavailableSymbols.length > 0
-          ? ["", `Unavailable fundamentals: ${unavailableSymbols.join(", ")}`]
-          : [];
-      const text = [header, "", symHeader, ...rows, ...noteLines].join("\n");
-
-      return { content: [{ type: "text", text }], details: result };
-    });
-  },
-};

package/src/tools/fundamentals/dcf.ts

@@ -1,367 +0,0 @@
-import type { AgentTool } from "@earendil-works/pi-agent-core";
-import { Type } from "@sinclair/typebox";
-import { getConfig } from "../../config.js";
-import { withCredentialCheck } from "../../onboarding/tool-helpers.js";
-import { getFinancials, getOverview } from "../../providers/alpha-vantage.js";
-import { wrapProvider } from "../../providers/wrap-provider.js";
-import { getQuote } from "../../providers/yahoo-finance.js";
-import type { FinancialStatement } from "../../types/fundamentals.js";
-
-export interface DCFResult {
-  intrinsicValue: number;
-  enterpriseValue: number;
-  terminalValue: number;
-  netDebt: number;
-  projectedCashFlows: Array<{ year: number; fcf: number; presentValue: number }>;
-  assumptions: {
-    fcf: number;
-    growthRate: number;
-    discountRate: number;
-    terminalGrowth: number;
-    years: number;
-  };
-  sensitivityTable: Array<{ growthRate: number; discountRate: number; intrinsicValue: number }>;
-  warnings: string[];
-}
-
-export interface DCFParams {
-  freeCashFlow: number;
-  growthRate: number;
-  discountRate: number;
-  terminalGrowth: number;
-  years: number;
-  netDebt: number;
-  sharesOutstanding: number;
-}
-
-export function computeDCF(params: DCFParams): DCFResult {
-  const {
-    freeCashFlow,
-    growthRate,
-    discountRate,
-    terminalGrowth,
-    years,
-    netDebt,
-    sharesOutstanding,
-  } = params;
-
-  // Gordon Growth requires discount > terminal growth; a non-positive spread
-  // divides by zero or flips the terminal value's sign.
-  if (discountRate <= terminalGrowth) {
-    throw new Error(
-      `Gordon Growth constraint violated: terminal growth (${(terminalGrowth * 100).toFixed(1)}%) must be below the discount rate (${(discountRate * 100).toFixed(1)}%).`,
-    );
-  }
-
-  // Project future cash flows (mid-year convention: discount at year-0.5)
-  const projectedCashFlows: Array<{ year: number; fcf: number; presentValue: number }> = [];
-  for (let y = 1; y <= years; y++) {
-    const fcf = freeCashFlow * (1 + growthRate) ** y;
-    const pv = fcf / (1 + discountRate) ** (y - 0.5); // mid-year convention
-    projectedCashFlows.push({ year: y, fcf, presentValue: pv });
-  }
-
-  // Terminal value (Gordon Growth Model), discounted at full year (end of projection)
-  const finalFCF = freeCashFlow * (1 + growthRate) ** years;
-  const terminalValue = (finalFCF * (1 + terminalGrowth)) / (discountRate - terminalGrowth);
-  const pvTerminal = terminalValue / (1 + discountRate) ** years;
-
-  // Enterprise value
-  const sumPVs = projectedCashFlows.reduce((s, cf) => s + cf.presentValue, 0);
-  const enterpriseValue = sumPVs + pvTerminal;
-
-  // Equity value → per share
-  const equityValue = enterpriseValue - netDebt;
-  const intrinsicValue = equityValue / sharesOutstanding;
-
-  // Sensitivity table: vary growth ±2% and discount ±2%
-  const sensitivityTable: Array<{
-    growthRate: number;
-    discountRate: number;
-    intrinsicValue: number;
-  }> = [];
-  for (let gDelta = -0.02; gDelta <= 0.02; gDelta += 0.01) {
-    for (let dDelta = -0.02; dDelta <= 0.02; dDelta += 0.01) {
-      const g = growthRate + gDelta;
-      const d = discountRate + dDelta;
-      if (d <= terminalGrowth || d <= 0 || g < 0) continue;
-      const sensResult = computeDCFSimple(
-        freeCashFlow,
-        g,
-        d,
-        terminalGrowth,
-        years,
-        netDebt,
-        sharesOutstanding,
-      );
-      sensitivityTable.push({ growthRate: g, discountRate: d, intrinsicValue: sensResult });
-    }
-  }
-
-  // Validation warnings (inspired by Anthropic financial plugins + Dexter)
-  const warnings: string[] = [];
-  const tvPctOfEV = pvTerminal / enterpriseValue;
-  if (tvPctOfEV > 0.85) {
-    warnings.push(
-      `Terminal value is ${(tvPctOfEV * 100).toFixed(0)}% of enterprise value (typical: 40-80%). The valuation is heavily dependent on terminal assumptions.`,
-    );
-  }
-  const spreadPct = discountRate - terminalGrowth;
-  if (spreadPct < 0.02) {
-    warnings.push(
-      `Terminal growth (${(terminalGrowth * 100).toFixed(1)}%) is very close to discount rate (${(discountRate * 100).toFixed(1)}%). Small changes in assumptions will produce large swings in value.`,
-    );
-  }
-  if (discountRate < 0.05 || discountRate > 0.2) {
-    warnings.push(
-      `Discount rate of ${(discountRate * 100).toFixed(1)}% is outside typical WACC range (5-20%).`,
-    );
-  }
-  if (growthRate > 0.2) {
-    warnings.push(
-      `Growth rate of ${(growthRate * 100).toFixed(1)}% exceeds 20%. High growth is difficult to sustain — consider a multi-stage model.`,
-    );
-  }
-
-  return {
-    intrinsicValue,
-    enterpriseValue,
-    terminalValue,
-    netDebt,
-    projectedCashFlows,
-    assumptions: {
-      fcf: freeCashFlow,
-      growthRate,
-      discountRate,
-      terminalGrowth,
-      years,
-    },
-    sensitivityTable,
-    warnings,
-  };
-}
-
-function computeDCFSimple(
-  fcf: number,
-  g: number,
-  d: number,
-  tg: number,
-  years: number,
-  debt: number,
-  shares: number,
-): number {
-  let sumPV = 0;
-  for (let y = 1; y <= years; y++) {
-    sumPV += (fcf * (1 + g) ** y) / (1 + d) ** (y - 0.5); // mid-year convention
-  }
-  const finalFCF = fcf * (1 + g) ** years;
-  const tv = (finalFCF * (1 + tg)) / (d - tg);
-  const pvTV = tv / (1 + d) ** years;
-  return (sumPV + pvTV - debt) / shares;
-}
-
-export function computeNetDebt(f: FinancialStatement): number | null {
-  if (f.totalDebt != null && f.cashAndEquivalents != null) {
-    return f.totalDebt - f.cashAndEquivalents;
-  }
-  return null;
-}
-
-const params = Type.Object({
-  symbol: Type.String({ description: "Stock ticker symbol (e.g. AAPL, MSFT)" }),
-  growth_rate: Type.Optional(
-    Type.Number({
-      description:
-        "Annual FCF growth rate as decimal (e.g. 0.10 for 10%). If omitted, estimated from historical data.",
-    }),
-  ),
-  discount_rate: Type.Optional(
-    Type.Number({ description: "Discount rate / WACC as decimal (default: 0.10 for 10%)" }),
-  ),
-  terminal_growth: Type.Optional(
-    Type.Number({ description: "Terminal growth rate as decimal (default: 0.03 for 3%)" }),
-  ),
-  projection_years: Type.Optional(
-    Type.Number({ description: "Years to project forward (default: 5)" }),
-  ),
-});
-
-export const dcfTool: AgentTool<typeof params> = {
-  name: "compute_dcf",
-  label: "DCF Valuation",
-  description:
-    "Compute a Discounted Cash Flow (DCF) intrinsic value estimate for a stock. Uses free cash flow, growth projections, and a discount rate to estimate what the stock is worth. Returns intrinsic value per share, margin of safety vs current price, and a sensitivity table.",
-  parameters: params,
-  async execute(_toolCallId, args) {
-    return withCredentialCheck("alpha_vantage", async () => {
-      const symbol = args.symbol.toUpperCase();
-      const config = getConfig();
-
-      const [overviewResult, financialsResult, quoteResult] = await Promise.all([
-        wrapProvider("alphavantage", () => getOverview(symbol, config.alphaVantageApiKey!)),
-        wrapProvider("alphavantage", () => getFinancials(symbol, config.alphaVantageApiKey!)),
-        wrapProvider("yahoo", () => getQuote(symbol)),
-      ]);
-
-      const missing: string[] = [];
-      if (overviewResult.status === "unavailable")
-        missing.push(`company overview (${overviewResult.reason})`);
-      if (financialsResult.status === "unavailable")
-        missing.push(`financial statements (${financialsResult.reason})`);
-      if (quoteResult.status === "unavailable") missing.push(`stock quote (${quoteResult.reason})`);
-
-      if (financialsResult.status === "unavailable" || quoteResult.status === "unavailable") {
-        return {
-          content: [
-            {
-              type: "text",
-              text: `⚠ DCF valuation unavailable for ${symbol}. Missing: ${missing.join(", ")}. Both financials and current price are required.`,
-            },
-          ],
-          details: null,
-        };
-      }
-
-      const overview = overviewResult.status === "ok" ? overviewResult.data : null;
-      const financials = financialsResult.data;
-      const quote = quoteResult.data;
-
-      const latestFCF = financials[0]?.freeCashFlow ?? 0;
-      if (latestFCF <= 0) {
-        return {
-          content: [
-            {
-              type: "text",
-              text: `${symbol} has negative or zero free cash flow ($${latestFCF.toLocaleString()}). DCF is not meaningful for companies without positive FCF.`,
-            },
-          ],
-          details: null,
-        };
-      }
-
-      // Estimate growth from historical FCF if not provided
-      let growthRate = args.growth_rate ?? 0.1;
-      if (!args.growth_rate && financials.length >= 2) {
-        const olderFCF = financials[1]?.freeCashFlow;
-        if (olderFCF && olderFCF > 0) {
-          growthRate = Math.max(0.02, Math.min(0.25, (latestFCF - olderFCF) / olderFCF));
-        }
-      }
-
-      const discountRate = args.discount_rate ?? 0.1;
-      const terminalGrowth = args.terminal_growth ?? 0.03;
-      if (discountRate <= terminalGrowth) {
-        return {
-          content: [
-            {
-              type: "text",
-              text: `⚠ Invalid DCF assumptions for ${symbol}: terminal growth (${(terminalGrowth * 100).toFixed(1)}%) must be below the discount rate (${(discountRate * 100).toFixed(1)}%) for the Gordon Growth terminal value to be meaningful. Lower terminal_growth or raise discount_rate.`,
-            },
-          ],
-          details: null,
-        };
-      }
-
-      const years = args.projection_years ?? 5;
-      // Prefer the overview market cap; fall back to the quote's market cap.
-      // Never substitute a placeholder share count — a fabricated
-      // per-share value is worse than an honest refusal.
-      const marketCap =
-        overview?.marketCap && overview.marketCap > 0
-          ? overview.marketCap
-          : quote.marketCap > 0
-            ? quote.marketCap
-            : 0;
-      if (quote.price <= 0 || marketCap <= 0) {
-        return {
-          content: [
-            {
-              type: "text",
-              text: `⚠ Cannot compute a per-share DCF for ${symbol}: shares outstanding cannot be derived because ${quote.price <= 0 ? "the current quote price is unavailable" : "market capitalization is unavailable from the overview and quote providers"}. Per-share intrinsic value requires a real share count.`,
-            },
-          ],
-          details: null,
-        };
-      }
-      const sharesOutstanding = marketCap / quote.price;
-      // Signed on purpose: net cash (negative net debt) adds to equity value.
-      // Omit the adjustment if debt/cash fields are missing; assets minus
-      // liabilities is book equity, not a net-cash proxy.
-      const computedNetDebt = financials[0] ? computeNetDebt(financials[0]) : null;
-      const netDebt = computedNetDebt ?? 0;
-
-      const result = computeDCF({
-        freeCashFlow: latestFCF,
-        growthRate,
-        discountRate,
-        terminalGrowth,
-        years,
-        netDebt,
-        sharesOutstanding,
-      });
-      if (computedNetDebt == null) {
-        result.warnings.push(
-          "Net debt adjustment omitted because total debt and cash equivalents were unavailable.",
-        );
-      }
-
-      const marginOfSafety = (result.intrinsicValue - quote.price) / result.intrinsicValue;
-      const upside = (result.intrinsicValue - quote.price) / quote.price;
-
-      const lines = [
-        `**${symbol} DCF Valuation**`,
-        ``,
-        `Current Price: $${quote.price.toFixed(2)}`,
-        `Intrinsic Value: $${result.intrinsicValue.toFixed(2)}`,
-        `Margin of Safety: ${(marginOfSafety * 100).toFixed(1)}%`,
-        `Upside/Downside: ${upside >= 0 ? "+" : ""}${(upside * 100).toFixed(1)}%`,
-        ``,
-        `**Assumptions**`,
-        `Free Cash Flow: $${(latestFCF / 1e9).toFixed(2)}B`,
-        `Growth Rate: ${(growthRate * 100).toFixed(1)}%`,
-        `Discount Rate (WACC): ${(discountRate * 100).toFixed(1)}%`,
-        `Terminal Growth: ${(terminalGrowth * 100).toFixed(1)}%`,
-        `Projection: ${years} years`,
-        ``,
-        `**Projected Cash Flows**`,
-        ...result.projectedCashFlows.map(
-          (cf) =>
-            `  Year ${cf.year}: FCF $${(cf.fcf / 1e9).toFixed(2)}B → PV $${(cf.presentValue / 1e9).toFixed(2)}B`,
-        ),
-        `  Terminal Value: $${(result.terminalValue / 1e9).toFixed(2)}B`,
-        `  Enterprise Value: $${(result.enterpriseValue / 1e9).toFixed(2)}B`,
-        ``,
-        `**Sensitivity Table** (Intrinsic Value at different Growth/Discount rates)`,
-        ...formatSensitivityTable(result.sensitivityTable),
-        ...(result.warnings.length > 0
-          ? ["", "**Warnings**", ...result.warnings.map((warning) => `- ${warning}`)]
-          : []),
-      ];
-
-      return {
-        content: [{ type: "text", text: lines.join("\n") }],
-        details: { ...result, currentPrice: quote.price, marginOfSafety, upside },
-      };
-    });
-  },
-};
-
-function formatSensitivityTable(
-  table: Array<{ growthRate: number; discountRate: number; intrinsicValue: number }>,
-): string[] {
-  if (table.length === 0) return ["  (insufficient data for sensitivity table)"];
-
-  const discountRates = [...new Set(table.map((e) => e.discountRate))].sort((a, b) => a - b);
-  const growthRates = [...new Set(table.map((e) => e.growthRate))].sort((a, b) => a - b);
-
-  const header = `  ${"Growth↓/WACC→".padEnd(14)} ${discountRates.map((d) => `${(d * 100).toFixed(0)}%`.padStart(8)).join("")}`;
-  const rows = growthRates.map((g) => {
-    const cells = discountRates.map((d) => {
-      const entry = table.find((e) => e.growthRate === g && e.discountRate === d);
-      return entry ? `$${entry.intrinsicValue.toFixed(0)}`.padStart(8) : "N/A".padStart(8);
-    });
-    return `  ${`${(g * 100).toFixed(0)}%`.padEnd(14)} ${cells.join("")}`;
-  });
-
-  return [header, ...rows];
-}

package/src/tools/fundamentals/earnings.ts

@@ -1,57 +0,0 @@
-import type { AgentTool } from "@earendil-works/pi-agent-core";
-import { Type } from "@sinclair/typebox";
-import { getConfig } from "../../config.js";
-import { withCredentialCheck } from "../../onboarding/tool-helpers.js";
-import { getEarnings } from "../../providers/alpha-vantage.js";
-import { wrapProvider } from "../../providers/wrap-provider.js";
-import type { EarningsData } from "../../types/fundamentals.js";
-
-const params = Type.Object({
-  symbol: Type.String({ description: "Stock ticker symbol (e.g. AAPL, MSFT)" }),
-});
-
-export const earningsTool: AgentTool<
-  typeof params,
-  EarningsData | { credentialRequired: unknown }
-> = {
-  name: "get_earnings",
-  label: "Earnings History",
-  description:
-    "Get quarterly earnings: reported EPS, estimated EPS, and surprise percentage for the last 8 quarters. Requires Alpha Vantage.",
-  parameters: params,
-  async execute(_toolCallId, args) {
-    return withCredentialCheck("alpha_vantage", async () => {
-      const apiKey = getConfig().alphaVantageApiKey!;
-      const result = await wrapProvider("alphavantage", () =>
-        getEarnings(args.symbol.toUpperCase(), apiKey),
-      );
-      if (result.status === "unavailable") {
-        return {
-          content: [
-            {
-              type: "text",
-              text: `⚠ Earnings data unavailable for ${args.symbol.toUpperCase()} (${result.reason}). Analysis will proceed without earnings history.`,
-            },
-          ],
-          details: null as any,
-        };
-      }
-      const earnings = result.data;
-      if (earnings.quarterly.length === 0) {
-        return {
-          content: [{ type: "text", text: `No earnings data found for ${args.symbol}` }],
-          details: earnings,
-        };
-      }
-
-      const header = `${args.symbol.toUpperCase()} — Quarterly Earnings (last ${earnings.quarterly.length} quarters)`;
-      const rows = earnings.quarterly.map((q) => {
-        const sign = q.surprisePercent >= 0 ? "+" : "";
-        return `${q.date} | Reported: $${q.reportedEPS.toFixed(2)} | Est: $${q.estimatedEPS.toFixed(2)} | Surprise: ${sign}${q.surprisePercent.toFixed(1)}%`;
-      });
-
-      const text = [header, ...rows].join("\n");
-      return { content: [{ type: "text", text }], details: earnings };
-    });
-  },
-};