opencandle 0.11.1 → 0.12.0

package/dist/tools/portfolio/correlation.js

@@ -39,9 +39,16 @@ export function alignReturnsByDate(historiesBySymbol, minOverlap = DEFAULT_MIN_O
     }
     // Find common dates across all symbols
     const symbols = [...historiesBySymbol.keys()];
-    const firstDates = priceByDate.get(symbols[0]);
+    const firstSymbol = symbols[0];
+    if (!firstSymbol) {
+        throw new Error("No histories available for correlation analysis.");
+    }
+    const firstDates = priceByDate.get(firstSymbol);
+    if (!firstDates) {
+        throw new Error(`Missing price history for ${firstSymbol}.`);
+    }
     const commonDates = [...firstDates.keys()]
-        .filter((date) => symbols.every((s) => priceByDate.get(s).has(date)))
+        .filter((date) => symbols.every((s) => priceByDate.get(s)?.has(date)))
         .sort();
     if (commonDates.length < minOverlap) {
         throw new Error(`Insufficient date overlap for correlation: ${commonDates.length} common dates (need ${minOverlap}+). Symbols may trade on different exchanges or have sparse history.`);
@@ -50,7 +57,14 @@ export function alignReturnsByDate(historiesBySymbol, minOverlap = DEFAULT_MIN_O
     const result = new Map();
     for (const symbol of symbols) {
         const dateMap = priceByDate.get(symbol);
-        const alignedCloses = commonDates.map((d) => dateMap.get(d));
+        if (!dateMap)
+            throw new Error(`Missing price history for ${symbol}.`);
+        const alignedCloses = commonDates.map((d) => {
+            const close = dateMap.get(d);
+            if (close === undefined)
+                throw new Error(`Missing close for ${symbol} on ${d}.`);
+            return close;
+        });
         result.set(symbol, computeDailyReturns(alignedCloses));
     }
     return result;
@@ -116,7 +130,12 @@ export const correlationTool = {
                     matrix[a][b] = matrix[b][a];
                 }
                 else {
-                    const r = computeCorrelation(returnsBySymbol.get(a), returnsBySymbol.get(b));
+                    const returnsA = returnsBySymbol.get(a);
+                    const returnsB = returnsBySymbol.get(b);
+                    if (!returnsA || !returnsB) {
+                        throw new Error(`Missing aligned returns for ${a}/${b}.`);
+                    }
+                    const r = computeCorrelation(returnsA, returnsB);
                     matrix[a][b] = r;
                     if (Math.abs(r) > 0.7 && a < b) {
                         warnings.push(`${a}/${b}: r=${r.toFixed(2)} — high correlation, concentration risk`);
@@ -151,4 +170,3 @@ export const correlationTool = {
         };
     },
 };
-//# sourceMappingURL=correlation.js.map

package/dist/tools/portfolio/daily-report.js

@@ -86,4 +86,3 @@ export const dailyReportTool = {
         }
     },
 };
-//# sourceMappingURL=daily-report.js.map

package/dist/tools/portfolio/holdings-overlap.js

@@ -109,4 +109,3 @@ function formatPercent(value) {
 function roundWeight(value) {
     return Math.round(value * 10_000) / 10_000;
 }
-//# sourceMappingURL=holdings-overlap.js.map

package/dist/tools/portfolio/notifications.js

@@ -40,4 +40,3 @@ export const notificationsTool = {
         }
     },
 };
-//# sourceMappingURL=notifications.js.map

package/dist/tools/portfolio/risk-analysis.d.ts

@@ -4,7 +4,7 @@ declare const params: import("@sinclair/typebox").TObject<{
     symbol: import("@sinclair/typebox").TString;
     period: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TUnion<import("@sinclair/typebox").TLiteral<"6mo" | "1y" | "2y">[]>>;
 }>;
-export declare const riskAnalysisTool: AgentTool<typeof params, RiskMetrics>;
+export declare const riskAnalysisTool: AgentTool<typeof params, RiskMetrics | null>;
 export declare function computeRiskMetrics(symbol: string, closes: number[]): RiskMetrics;
 export declare function computeDailyReturns(prices: number[]): number[];
 export declare function computeMaxDrawdown(prices: number[]): number;

package/dist/tools/portfolio/risk-analysis.js

@@ -157,4 +157,3 @@ function riskSummary(m) {
         signals.push("High daily VaR (>3%)");
     return signals.length > 0 ? `Flags: ${signals.join(" | ")}` : "Risk profile appears moderate";
 }
-//# sourceMappingURL=risk-analysis.js.map

package/dist/tools/portfolio/tracker.d.ts

@@ -1,6 +1,8 @@
 import type { AgentTool } from "@earendil-works/pi-agent-core";
 declare const params: import("@sinclair/typebox").TObject<{
-    action: import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"add">, import("@sinclair/typebox").TLiteral<"update">, import("@sinclair/typebox").TLiteral<"remove">, import("@sinclair/typebox").TLiteral<"view">]>;
+    action: import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"create">, import("@sinclair/typebox").TLiteral<"rename">, import("@sinclair/typebox").TLiteral<"add">, import("@sinclair/typebox").TLiteral<"update">, import("@sinclair/typebox").TLiteral<"remove">, import("@sinclair/typebox").TLiteral<"view">]>;
+    portfolio_name: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
+    new_portfolio_name: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
     lot_id: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TInteger>;
     symbol: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
     shares: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TNumber>;

package/dist/tools/portfolio/tracker.js

@@ -17,7 +17,20 @@ async function getCurrentPrice(symbol) {
     return { status: "ok", price: result.data.price, currency: result.data.currency ?? null };
 }
 const params = Type.Object({
-    action: Type.Union([Type.Literal("add"), Type.Literal("update"), Type.Literal("remove"), Type.Literal("view")], { description: "Action: add a position, update a lot, remove a position, or view portfolio" }),
+    action: Type.Union([
+        Type.Literal("create"),
+        Type.Literal("rename"),
+        Type.Literal("add"),
+        Type.Literal("update"),
+        Type.Literal("remove"),
+        Type.Literal("view"),
+    ], {
+        description: "Action: create or rename a portfolio, add a position, update a lot, remove a position, or view portfolio",
+    }),
+    portfolio_name: Type.Optional(Type.String({
+        description: "Portfolio name. Defaults to the Default portfolio when omitted.",
+    })),
+    new_portfolio_name: Type.Optional(Type.String({ description: "New portfolio name (required for rename)." })),
     lot_id: Type.Optional(Type.Integer({
         minimum: 1,
         description: "Portfolio lot id for precise update or single-lot removal",
@@ -37,12 +50,39 @@ const params = Type.Object({
 export const portfolioTrackerTool = {
     name: "track_portfolio",
     label: "Portfolio Tracker",
-    description: "Track your portfolio of stocks and crypto. Add/remove positions with cost basis, or view current holdings with live P&L. For stocks use standard tickers (AAPL, MSFT). For crypto use the -USD suffix (BTC-USD, ETH-USD, SOL-USD). Use search_ticker first if you're unsure of the exact ticker.",
+    description: "Track named portfolios of stocks and crypto. Create or rename portfolios, add/remove positions with cost basis, or view current holdings with live P&L. For stocks use standard tickers (AAPL, MSFT). For crypto use the -USD suffix (BTC-USD, ETH-USD, SOL-USD). Use search_ticker first if you're unsure of the exact ticker.",
     parameters: params,
     async execute(_toolCallId, args) {
         const db = initDefaultDatabase();
         const service = new MarketStateService(db);
         try {
+            if (args.action === "create") {
+                if (!args.portfolio_name)
+                    throw new Error("portfolio_name is required for create action.");
+                const portfolio = service.createPortfolio(args.portfolio_name);
+                return {
+                    content: [{ type: "text", text: `Created portfolio ${portfolio.name}` }],
+                    details: portfolio,
+                };
+            }
+            if (args.action === "rename") {
+                if (!args.new_portfolio_name) {
+                    throw new Error("new_portfolio_name is required for rename action.");
+                }
+                const currentName = args.portfolio_name?.trim() || service.getDefaultPortfolio().name;
+                const current = args.portfolio_name
+                    ? service.getPortfolioByName(currentName)
+                    : service.getDefaultPortfolio();
+                if (current == null) {
+                    throw new Error(`portfolio ${currentName} not found.`);
+                }
+                const portfolio = service.renamePortfolio(current.name, args.new_portfolio_name);
+                return {
+                    content: [{ type: "text", text: `Renamed ${current.name} to ${portfolio.name}` }],
+                    details: portfolio,
+                };
+            }
+            const portfolio = service.getOrCreatePortfolio(args.portfolio_name);
             if (args.action === "add") {
                 if (!args.symbol || args.shares == null || args.avg_cost == null) {
                     throw new Error("symbol, shares, and avg_cost are required for add action.");
@@ -81,6 +121,7 @@ export const portfolioTrackerTool = {
                 const currency = resolvedCurrency.toUpperCase();
                 const lot = service.addPortfolioLot({
                     instrument: instrument.instrument,
+                    portfolioId: portfolio.id,
                     quantity: args.shares,
                     avgCost: args.avg_cost,
                     currency,
@@ -115,10 +156,12 @@ export const portfolioTrackerTool = {
                     throw new Error("lot_id or symbol is required for remove action.");
                 }
                 const symbol = args.symbol.toUpperCase();
-                const removedLots = service.listPortfolioLots().filter((lot) => lot.symbol === symbol);
-                if (!service.removePortfolioLotsBySymbol(symbol)) {
+                const removedLots = service
+                    .listPortfolioLots(portfolio.id)
+                    .filter((lot) => lot.symbol === symbol);
+                if (!service.removePortfolioLotsBySymbol(symbol, portfolio.id)) {
                     return {
-                        content: [{ type: "text", text: `${symbol} not found in portfolio` }],
+                        content: [{ type: "text", text: `${symbol} not found in ${portfolio.name}` }],
                         details: null,
                     };
                 }
@@ -173,14 +216,19 @@ export const portfolioTrackerTool = {
                     details: updated,
                 };
             }
-            const lots = service.listPortfolioLots();
+            const lots = service.listPortfolioLots(portfolio.id);
+            const displayPortfolioName = portfolio.isDefault ? "Portfolio" : portfolio.name;
             if (lots.length === 0) {
                 return {
-                    content: [{ type: "text", text: "Portfolio is empty. Use add action to add positions." }],
+                    content: [
+                        {
+                            type: "text",
+                            text: `${displayPortfolioName} is empty. Use add action to add positions.`,
+                        },
+                    ],
                     details: null,
                 };
             }
-            const portfolio = service.getDefaultPortfolio();
             const baseCurrency = portfolio.baseCurrency ?? "USD";
             const enriched = await Promise.all(lots.map(async (p) => {
                 const quote = await getCurrentPrice(p.symbol);
@@ -241,7 +289,7 @@ export const portfolioTrackerTool = {
                 totalPnlPercent: totalCost > 0 ? ((totalValue - totalCost) / totalCost) * 100 : 0,
                 excludedFromTotals,
             };
-            const header = `**Portfolio** — ${enriched.length} positions | Value: ${formatMoney(totalValue, baseCurrency)} | P&L: ${formatMoney(summary.totalPnl, baseCurrency)} (${summary.totalPnlPercent >= 0 ? "+" : ""}${summary.totalPnlPercent.toFixed(2)}%)`;
+            const header = `**${displayPortfolioName}** — ${enriched.length} positions | Value: ${formatMoney(totalValue, baseCurrency)} | P&L: ${formatMoney(summary.totalPnl, baseCurrency)} (${summary.totalPnlPercent >= 0 ? "+" : ""}${summary.totalPnlPercent.toFixed(2)}%)`;
             const rows = enriched.map((p) => {
                 const excluded = p.includedInTotals
                     ? ""
@@ -270,4 +318,3 @@ function formatMoney(value, currency) {
         return `$${value.toFixed(2)}`;
     return `${currency} ${value.toFixed(2)}`;
 }
-//# sourceMappingURL=tracker.js.map

package/dist/tools/portfolio/watchlist.d.ts

@@ -1,12 +1,9 @@
 import type { AgentTool } from "@earendil-works/pi-agent-core";
 declare const params: import("@sinclair/typebox").TObject<{
-    action: import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"add">, import("@sinclair/typebox").TLiteral<"update">, import("@sinclair/typebox").TLiteral<"remove">, import("@sinclair/typebox").TLiteral<"check">]>;
+    action: import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"create">, import("@sinclair/typebox").TLiteral<"rename">, import("@sinclair/typebox").TLiteral<"delete">, import("@sinclair/typebox").TLiteral<"add">, import("@sinclair/typebox").TLiteral<"remove">, import("@sinclair/typebox").TLiteral<"check">]>;
+    watchlist_name: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
     symbol: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
-    target_price: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TNumber, import("@sinclair/typebox").TNull]>>;
-    stop_price: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TNumber, import("@sinclair/typebox").TNull]>>;
-    notes: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TString, import("@sinclair/typebox").TNull]>>;
-    thesis: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TString, import("@sinclair/typebox").TNull]>>;
-    tags: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TArray<import("@sinclair/typebox").TString>>;
+    new_watchlist_name: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
 }>;
 export declare const watchlistTool: AgentTool<typeof params>;
 export {};

package/dist/tools/portfolio/watchlist.js

@@ -1,41 +1,83 @@
 import { Type } from "@sinclair/typebox";
 import { isZeroFilledQuote } from "../../market-state/resolve.js";
 import { resolveInstrumentForMutation } from "../../market-state/resolve-for-mutation.js";
-import { MarketStateService } from "../../market-state/service.js";
+import { MarketStateService, } from "../../market-state/service.js";
 import { initDefaultDatabase } from "../../memory/sqlite.js";
 import { getQuotes } from "../../providers/tradingview.js";
 import { wrapProvider } from "../../providers/wrap-provider.js";
 import { getQuote } from "../../providers/yahoo-finance.js";
 const params = Type.Object({
-    action: Type.Union([Type.Literal("add"), Type.Literal("update"), Type.Literal("remove"), Type.Literal("check")], { description: "One of: 'add', 'update', 'remove', or 'check'" }),
+    action: Type.Union([
+        Type.Literal("create"),
+        Type.Literal("rename"),
+        Type.Literal("delete"),
+        Type.Literal("add"),
+        Type.Literal("remove"),
+        Type.Literal("check"),
+    ], { description: "One of: 'create', 'rename', 'delete', 'add', 'remove', or 'check'" }),
+    watchlist_name: Type.Optional(Type.String({
+        description: "Named watchlist to create or use. Omit to use the default watchlist.",
+    })),
     symbol: Type.Optional(Type.String({ description: "Ticker symbol (required for add/remove)" })),
-    target_price: Type.Optional(Type.Union([
-        Type.Number({ description: "Alert when price rises above this level" }),
-        Type.Null({ description: "Clear the existing target price during update" }),
-    ])),
-    stop_price: Type.Optional(Type.Union([
-        Type.Number({ description: "Alert when price falls below this level" }),
-        Type.Null({ description: "Clear the existing stop price during update" }),
-    ])),
-    notes: Type.Optional(Type.Union([
-        Type.String({ description: "Optional notes for why you're watching this" }),
-        Type.Null({ description: "Clear existing notes during update" }),
-    ])),
-    thesis: Type.Optional(Type.Union([
-        Type.String({ description: "Optional thesis for why you're watching this" }),
-        Type.Null({ description: "Clear the existing thesis during update" }),
-    ])),
-    tags: Type.Optional(Type.Array(Type.String(), { description: "Optional tags for organizing the watchlist item" })),
+    new_watchlist_name: Type.Optional(Type.String({ description: "New watchlist name (required for rename)." })),
 });
 export const watchlistTool = {
     name: "manage_watchlist",
     label: "Watchlist",
-    description: "Manage your watchlist of stocks and crypto. Add symbols with optional target and stop prices, remove symbols, or check current prices against your watchlist levels.",
+    description: "Manage named watchlists of stocks and crypto. Create, rename, or delete watchlists, add symbols, remove symbols, or check current prices.",
     parameters: params,
     async execute(_toolCallId, args) {
         const db = initDefaultDatabase();
         const service = new MarketStateService(db);
         try {
+            if (args.action === "create") {
+                if (!args.watchlist_name) {
+                    throw new Error("watchlist_name is required for create action.");
+                }
+                const watchlist = service.createWatchlist(args.watchlist_name);
+                return {
+                    content: [{ type: "text", text: `Created watchlist ${watchlist.name}` }],
+                    details: watchlist,
+                };
+            }
+            if (args.action === "rename") {
+                if (!args.new_watchlist_name) {
+                    throw new Error("new_watchlist_name is required for rename action.");
+                }
+                const currentName = args.watchlist_name?.trim() || service.getDefaultWatchlist().name;
+                const current = args.watchlist_name
+                    ? service.getWatchlistByName(currentName)
+                    : service.getDefaultWatchlist();
+                if (current == null) {
+                    throw new Error(`watchlist ${currentName} not found.`);
+                }
+                const watchlist = service.renameWatchlist(current.name, args.new_watchlist_name);
+                return {
+                    content: [{ type: "text", text: `Renamed ${current.name} to ${watchlist.name}` }],
+                    details: watchlist,
+                };
+            }
+            if (args.action === "delete") {
+                service.listWatchlists();
+                const currentName = args.watchlist_name?.trim() || service.getDefaultWatchlist().name;
+                const current = args.watchlist_name
+                    ? service.getWatchlistByName(currentName)
+                    : service.getDefaultWatchlist();
+                if (current == null) {
+                    throw new Error(`watchlist ${currentName} not found.`);
+                }
+                const watchlist = service.deleteWatchlist(current.name);
+                return {
+                    content: [
+                        {
+                            type: "text",
+                            text: `Deleted ${current.name}. ${watchlist.name} is now active.`,
+                        },
+                    ],
+                    details: watchlist,
+                };
+            }
+            const watchlist = service.getOrCreateWatchlist(args.watchlist_name);
             if (args.action === "add") {
                 if (!args.symbol) {
                     throw new Error("symbol is required for add action.");
@@ -46,7 +88,7 @@ export const watchlistTool = {
                         content: [
                             {
                                 type: "text",
-                                text: `Could not verify ${instrument.query}. Choose one of the returned candidates before adding it to the watchlist.`,
+                                text: `Could not verify ${instrument.query}. Choose one of the returned candidates before adding it to ${watchlist.name}.`,
                             },
                         ],
                         details: instrument,
@@ -54,20 +96,10 @@ export const watchlistTool = {
                 }
                 const item = service.addWatchlistItem({
                     instrument: instrument.instrument,
-                    targetPrice: args.target_price,
-                    stopPrice: args.stop_price,
-                    thesis: args.thesis,
-                    notes: args.notes,
-                    tags: args.tags,
+                    watchlistId: watchlist.id,
                 });
-                const alerts = [];
-                if (args.target_price)
-                    alerts.push(`target: $${args.target_price}`);
-                if (args.stop_price)
-                    alerts.push(`stop: $${args.stop_price}`);
-                const alertStr = alerts.length > 0 ? ` (${alerts.join(", ")})` : "";
                 return {
-                    content: [{ type: "text", text: `Added ${item.symbol} to watchlist${alertStr}` }],
+                    content: [{ type: "text", text: `Added ${item.symbol} to ${watchlist.name}` }],
                     details: item,
                 };
             }
@@ -76,74 +108,33 @@ export const watchlistTool = {
                     throw new Error("symbol is required for remove action.");
                 }
                 const symbol = args.symbol.toUpperCase();
-                if (!service.removeWatchlistItemBySymbol(symbol)) {
+                if (!service.removeWatchlistItemBySymbol(symbol, watchlist.id)) {
                     return {
-                        content: [{ type: "text", text: `${symbol} not found in watchlist` }],
+                        content: [{ type: "text", text: `${symbol} not found in ${watchlist.name}` }],
                         details: null,
                     };
                 }
                 return {
-                    content: [{ type: "text", text: `Removed ${symbol} from watchlist` }],
+                    content: [{ type: "text", text: `Removed ${symbol} from ${watchlist.name}` }],
                     details: null,
                 };
             }
-            if (args.action === "update") {
-                if (!args.symbol) {
-                    throw new Error("symbol is required for update action.");
-                }
-                const symbol = args.symbol.toUpperCase();
-                const item = service.updateWatchlistItemBySymbol(symbol, {
-                    targetPrice: args.target_price,
-                    stopPrice: args.stop_price,
-                    notes: args.notes,
-                    thesis: args.thesis,
-                    tags: args.tags,
-                });
-                if (item == null) {
-                    return {
-                        content: [{ type: "text", text: `${symbol} not found in watchlist` }],
-                        details: null,
-                    };
-                }
-                return {
-                    content: [{ type: "text", text: `Updated ${item.symbol} in watchlist` }],
-                    details: item,
-                };
-            }
-            const items = service.listWatchlistItems();
+            const items = service.listWatchlistItems(watchlist.id);
             if (items.length === 0) {
                 return {
-                    content: [{ type: "text", text: "Watchlist is empty. Use add action to add symbols." }],
-                    details: null,
+                    content: [
+                        {
+                            type: "text",
+                            text: `${watchlist.name} is empty. Use add action to add symbols.`,
+                        },
+                    ],
+                    details: { watchlist, items: [] },
                 };
             }
             const checks = await checkWatchlistPrices(items);
-            const alertItems = checks.filter((c) => c.alerts.length > 0);
-            const lines = [
-                `**Watchlist** — ${items.length} symbols${alertItems.length > 0 ? ` | ${alertItems.length} ALERT(S)` : ""}`,
-                "",
-            ];
-            const tradingViewCaveats = Array.from(new Set(checks
-                .filter((c) => c.sourceProvider === "tradingview")
-                .map((c) => c.dataCaveat ??
-                "TradingView scanner data may be delayed about 15 minutes and comes from an unofficial endpoint.")));
-            if (tradingViewCaveats.length > 0) {
-                lines.push(...tradingViewCaveats.map((caveat) => `Data caveat: ${caveat}`), "");
-            }
-            for (const c of checks) {
-                const alertStr = c.alerts.length > 0 ? ` ** ${c.alerts.join(" | ")} **` : "";
-                const statusStr = c.statuses.length > 0 ? ` | ${c.statuses.join(" | ")}` : "";
-                const targetStr = c.targetPrice ? ` | Target: $${c.targetPrice}` : "";
-                const stopStr = c.stopPrice ? ` | Stop: $${c.stopPrice}` : "";
-                const sourceStr = c.sourceProvider
-                    ? ` | Source: ${c.sourceProvider === "tradingview" ? "TradingView" : "Yahoo"}`
-                    : "";
-                const priceStr = typeof c.currentPrice === "number" ? `$${c.currentPrice.toFixed(2)}` : "Unavailable";
-                lines.push(`  ${c.symbol}: ${priceStr}${targetStr}${stopStr}${sourceStr}${statusStr}${alertStr}`);
-            }
             return {
-                content: [{ type: "text", text: lines.join("\n") }],
-                details: { items: checks },
+                content: [{ type: "text", text: formatWatchlistCheck(watchlist, checks) }],
+                details: { watchlist, items: checks },
             };
         }
         finally {
@@ -151,6 +142,25 @@ export const watchlistTool = {
         }
     },
 };
+function formatWatchlistCheck(watchlist, checks) {
+    const lines = [`**${watchlist.name}** — ${checks.length} symbols`, ""];
+    const tradingViewCaveats = Array.from(new Set(checks
+        .filter((c) => c.sourceProvider === "tradingview")
+        .map((c) => c.dataCaveat ??
+        "TradingView scanner data may be delayed about 15 minutes and comes from an unofficial endpoint.")));
+    if (tradingViewCaveats.length > 0) {
+        lines.push(...tradingViewCaveats.map((caveat) => `Data caveat: ${caveat}`), "");
+    }
+    for (const c of checks) {
+        const statusStr = c.statuses.length > 0 ? ` | ${c.statuses.join(" | ")}` : "";
+        const sourceStr = c.sourceProvider
+            ? ` | Source: ${c.sourceProvider === "tradingview" ? "TradingView" : "Yahoo"}`
+            : "";
+        const priceStr = typeof c.currentPrice === "number" ? `$${c.currentPrice.toFixed(2)}` : "Unavailable";
+        lines.push(`  ${c.symbol}: ${priceStr}${sourceStr}${statusStr}`);
+    }
+    return lines.join("\n");
+}
 async function checkWatchlistPrices(items) {
     const tradingViewSymbols = items
         .map((item) => item.symbol)
@@ -179,16 +189,14 @@ async function checkWatchlistPrices(items) {
             return {
                 ...item,
                 currentPrice: null,
-                alerts: [`UNAVAILABLE: ${result.reason}`],
-                statuses: [],
+                statuses: [`UNAVAILABLE: ${result.reason}`],
             };
         }
         if (result.stale) {
             return {
                 ...item,
                 currentPrice: null,
-                alerts: ["UNAVAILABLE: provider returned stale market data"],
-                statuses: [],
+                statuses: ["UNAVAILABLE: provider returned stale market data"],
             };
         }
         const quote = result.data;
@@ -196,33 +204,17 @@ async function checkWatchlistPrices(items) {
             return {
                 ...item,
                 currentPrice: null,
-                alerts: ["UNAVAILABLE: Yahoo returned no valid market data."],
-                statuses: [],
+                statuses: ["UNAVAILABLE: Yahoo returned no valid market data."],
             };
         }
         return buildCheckResult(item, quote.price, "yahoo");
     }));
 }
 function buildCheckResult(item, price, sourceProvider, dataCaveat) {
-    const alerts = [];
-    const statuses = [];
-    if (item.targetPrice && price >= item.targetPrice) {
-        alerts.push(`TARGET HIT: $${price.toFixed(2)} >= $${item.targetPrice}`);
-    }
-    else if (item.targetPrice) {
-        statuses.push(`Target pending: $${price.toFixed(2)} < $${item.targetPrice}`);
-    }
-    if (item.stopPrice && price <= item.stopPrice) {
-        alerts.push(`STOP ALERT: $${price.toFixed(2)} fell below $${item.stopPrice}`);
-    }
-    else if (item.stopPrice) {
-        statuses.push(`Stop OK: $${price.toFixed(2)} > $${item.stopPrice}`);
-    }
     return {
         ...item,
         currentPrice: price,
-        alerts,
-        statuses,
+        statuses: [],
         sourceProvider,
         dataCaveat,
     };
@@ -230,4 +222,3 @@ function buildCheckResult(item, price, sourceProvider, dataCaveat) {
 function shouldSkipTradingView(symbol) {
     return /(?:-USD|\.(?:TO|DE|T|L|HK))$/i.test(symbol.trim());
 }
-//# sourceMappingURL=watchlist.js.map

package/dist/tools/sentiment/insight-format.js

@@ -33,4 +33,3 @@ function appendDrivers(lines, label, drivers) {
 function formatSigned(value) {
     return `${value >= 0 ? "+" : ""}${value.toFixed(2)}`;
 }
-//# sourceMappingURL=insight-format.js.map

package/dist/tools/sentiment/query-match.js

@@ -110,4 +110,3 @@ export function recordMatchesSentimentQuery(record, terms) {
     const requiredMatches = terms.length > 1 ? 2 : 1;
     return matchedTerms.length >= requiredMatches;
 }
-//# sourceMappingURL=query-match.js.map

package/dist/tools/sentiment/reddit-sentiment.js

@@ -286,4 +286,3 @@ function classifyRedditSetupIssue(warnings) {
     }
     return null;
 }
-//# sourceMappingURL=reddit-sentiment.js.map

package/dist/tools/sentiment/sentiment-summary.js

@@ -43,8 +43,11 @@ export function createSentimentSummaryTool(options = {}) {
             const fetchFinnhub = async () => {
                 if (!includeFinnhub)
                     return [];
+                const finnhubApiKey = config.finnhubApiKey;
+                if (!finnhubApiKey)
+                    return [];
                 const { from, to } = finnhubDateRange("day");
-                const arrays = await Promise.all(finnhubTickers.map((sym) => getCompanyNews(sym, from, to, config.finnhubApiKey)));
+                const arrays = await Promise.all(finnhubTickers.map((sym) => getCompanyNews(sym, from, to, finnhubApiKey)));
                 return arrays.flat();
             };
             // External-tool sources may need ask_user setup. Run them through the
@@ -104,7 +107,9 @@ export function createSentimentSummaryTool(options = {}) {
             else {
                 const reason = webResult.status === "rejected"
                     ? (webResult.reason?.message ?? "unknown error")
-                    : (webResult.value.reason ?? "unavailable");
+                    : webResult.value.status === "unavailable"
+                        ? webResult.value.reason
+                        : "unavailable";
                 warnings.push(`Web: ${reason}`);
             }
             // Process Finnhub (only when included — otherwise resolves to empty array anyway)
@@ -194,7 +199,7 @@ export function createSentimentSummaryTool(options = {}) {
             lines.push("");
             lines.push("Source-coverage risk: sentiment can be noisy and missing sources can skew the signal; treat this as supporting evidence, not a standalone buy/sell input.");
             // Divergence
-            if (result.divergence && result.divergence.detected) {
+            if (result.divergence?.detected) {
                 lines.push("");
                 lines.push(result.divergence.message);
             }
@@ -300,4 +305,3 @@ function stripOpenCandleControlLines(text) {
         .join("\n");
     return stripped || "unavailable";
 }
-//# sourceMappingURL=sentiment-summary.js.map

package/dist/tools/sentiment/sentiment-trend.d.ts

@@ -1,5 +1,6 @@
 import type { AgentTool } from "@earendil-works/pi-agent-core";
 import type { SentimentStore } from "../../sentiment/store.js";
+import type { TrendBucket, TrendResult } from "../../sentiment/types.js";
 declare const params: import("@sinclair/typebox").TObject<{
     query: import("@sinclair/typebox").TString;
     days: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TNumber>;
@@ -10,7 +11,10 @@ interface TrendToolResult {
         type: "text";
         text: string;
     }>;
-    details: any;
+    details: {
+        trend: TrendResult;
+        series: TrendBucket[];
+    } | null;
 }
 export declare const sentimentTrendTool: AgentTool<typeof params> & {
     executeWithStore: (toolCallId: string, args: {

package/dist/tools/sentiment/sentiment-trend.js

@@ -1,6 +1,7 @@
 import { Type } from "@sinclair/typebox";
 import { getSentimentStore } from "../../sentiment/index.js";
 import { computeTrend } from "../../sentiment/trends.js";
+import { SENTIMENT_SOURCES } from "../../sentiment/types.js";
 const params = Type.Object({
     query: Type.String({ description: "Ticker or topic to look up sentiment history" }),
     days: Type.Optional(Type.Number({ description: "Number of days of history. Default: 7, max: 30" })),
@@ -36,7 +37,8 @@ export const sentimentTrendTool = {
                 details: null,
             };
         }
-        const trend = computeTrend(series, args.source ?? "aggregate");
+        const source = isSentimentTrendSource(args.source) ? args.source : "aggregate";
+        const trend = computeTrend(series, source);
         const lines = [
             `**Sentiment trend for "${args.query}"** (${days}d):`,
             "",
@@ -46,4 +48,6 @@ export const sentimentTrendTool = {
         return { content: [{ type: "text", text: lines.join("\n") }], details: { trend, series } };
     },
 };
-//# sourceMappingURL=sentiment-trend.js.map
+function isSentimentTrendSource(source) {
+    return source !== undefined && SENTIMENT_SOURCES.includes(source);
+}