opencandle 0.11.1 → 0.13.0

package/dist/tools/market/stock-history.js

@@ -1,11 +1,15 @@
 import { Type } from "@sinclair/typebox";
 import { getConfig } from "../../config.js";
+import { buildFreshnessStamp, formatAsOfLine } from "../../infra/freshness.js";
+import { isOverSoftThreshold } from "../../infra/lse-byte-budget.js";
 import { getDailyHistory } from "../../providers/alpha-vantage.js";
+import { getLseCandles, toLseTimeframe } from "../../providers/lse.js";
+import { ProviderCredentialError } from "../../providers/provider-credential-error.js";
 import { withFallback } from "../../providers/with-fallback.js";
 import { wrapProvider } from "../../providers/wrap-provider.js";
 import { getHistory } from "../../providers/yahoo-finance.js";
 const DAILY_INTERVALS = new Set(["1d", "1wk", "1mo"]);
-const HISTORY_RANGES = [
+export const HISTORY_RANGES = [
     "1d",
     "5d",
     "1mo",
@@ -18,7 +22,112 @@ const HISTORY_RANGES = [
     "10y",
     "max",
 ];
-const HISTORY_INTERVALS = ["1m", "5m", "15m", "1h", "1d", "1wk", "1mo"];
+export const HISTORY_INTERVALS = ["1m", "5m", "15m", "1h", "1d", "1wk", "1mo"];
+function lseFallbackEligible(interval) {
+    return (toLseTimeframe(interval) !== undefined && !!getConfig().lseApiKey && !isOverSoftThreshold());
+}
+export function hasIntradayHistoryFallback(interval) {
+    return !DAILY_INTERVALS.has(interval) && lseFallbackEligible(interval);
+}
+export async function fetchHistoryWithFallback(symbol, range, interval) {
+    const apiKey = getConfig().alphaVantageApiKey;
+    const lseTimeframe = toLseTimeframe(interval);
+    const lseEligible = lseTimeframe !== undefined && lseFallbackEligible(interval);
+    const getLseHistory = async (timeframe) => {
+        let rows;
+        try {
+            const start = historyRangeToStart(range);
+            rows = await getLseCandles(symbol, timeframe, {
+                ...(start === undefined ? {} : { start }),
+                order: "asc",
+            });
+        }
+        catch (error) {
+            if (error instanceof ProviderCredentialError && error.provider === "lse") {
+                throw new Error(`LSE credential ${error.reason}`);
+            }
+            throw error;
+        }
+        return rows.map((row) => {
+            // Verified UTC from a live 2026-07-14 1h capture: naive 08:00–23:00 bars
+            // match the 04:00–19:00 ET extended session. Treat naive values as UTC.
+            const utcTimestamp = /(?:Z|[+-]\d{2}:\d{2})$/i.test(row.ts) ? row.ts : `${row.ts}Z`;
+            const timestamp = Date.parse(utcTimestamp) / 1_000;
+            return {
+                date: row.ts.slice(0, 10),
+                ...(Number.isFinite(timestamp) ? { timestamp } : {}),
+                open: row.open,
+                high: row.high,
+                low: row.low,
+                close: row.close,
+                volume: row.volume,
+            };
+        });
+    };
+    if (DAILY_INTERVALS.has(interval)) {
+        const yahooEntry = {
+            provider: "yahoo",
+            fn: () => getHistory(symbol, range, interval),
+        };
+        const entries = [yahooEntry];
+        if (apiKey) {
+            entries.push({
+                provider: "alphavantage",
+                fn: () => getDailyHistory(symbol, apiKey, range),
+            });
+        }
+        if (lseEligible && lseTimeframe !== undefined) {
+            entries.push({ provider: "lse", fn: () => getLseHistory(lseTimeframe) });
+        }
+        return entries.length === 1
+            ? wrapProvider(yahooEntry.provider, yahooEntry.fn)
+            : withFallback(entries);
+    }
+    if (lseEligible && lseTimeframe !== undefined) {
+        return withFallback([
+            { provider: "yahoo", fn: () => getHistory(symbol, range, interval) },
+            { provider: "lse", fn: () => getLseHistory(lseTimeframe) },
+        ]);
+    }
+    return wrapProvider("yahoo", () => getHistory(symbol, range, interval));
+}
+export function historyRangeToStart(range, now = new Date()) {
+    if (range === "max")
+        return undefined;
+    const start = new Date(now);
+    switch (range) {
+        case "1d":
+            start.setUTCDate(start.getUTCDate() - 1);
+            break;
+        case "5d":
+            start.setUTCDate(start.getUTCDate() - 5);
+            break;
+        case "1mo":
+            start.setUTCMonth(start.getUTCMonth() - 1);
+            break;
+        case "3mo":
+            start.setUTCMonth(start.getUTCMonth() - 3);
+            break;
+        case "6mo":
+            start.setUTCMonth(start.getUTCMonth() - 6);
+            break;
+        case "ytd":
+            return `${start.getUTCFullYear()}-01-01`;
+        case "1y":
+            start.setUTCFullYear(start.getUTCFullYear() - 1);
+            break;
+        case "2y":
+            start.setUTCFullYear(start.getUTCFullYear() - 2);
+            break;
+        case "5y":
+            start.setUTCFullYear(start.getUTCFullYear() - 5);
+            break;
+        case "10y":
+            start.setUTCFullYear(start.getUTCFullYear() - 10);
+            break;
+    }
+    return start.toISOString().slice(0, 10);
+}
 const params = Type.Object({
     symbol: Type.String({ description: "Stock ticker symbol (e.g. AAPL, MSFT)" }),
     range: Type.Optional(Type.Union(HISTORY_RANGES.map((range) => Type.Literal(range)), {
@@ -37,21 +146,9 @@ export const stockHistoryTool = {
         const symbol = args.symbol.toUpperCase();
         const range = args.range ?? "6mo";
         const interval = args.interval ?? "1d";
-        const apiKey = getConfig().alphaVantageApiKey;
-        let result;
-        if (DAILY_INTERVALS.has(interval) && apiKey) {
-            // Daily or above — can fall back to Alpha Vantage
-            result = await withFallback([
-                { provider: "yahoo", fn: () => getHistory(symbol, range, interval) },
-                { provider: "alphavantage", fn: () => getDailyHistory(symbol, apiKey, range) },
-            ]);
-        }
-        else {
-            // Intraday — no cross-provider fallback
-            result = await wrapProvider("yahoo", () => getHistory(symbol, range, interval));
-        }
+        const result = await fetchHistoryWithFallback(symbol, range, interval);
         if (result.status === "unavailable") {
-            const intradayNote = !DAILY_INTERVALS.has(interval)
+            const intradayNote = !DAILY_INTERVALS.has(interval) && !hasIntradayHistoryFallback(interval)
                 ? ` No alternate source for ${interval} data.`
                 : "";
             return {
@@ -65,9 +162,16 @@ export const stockHistoryTool = {
             };
         }
         const bars = result.data;
+        const freshness = buildFreshnessStamp({
+            asOf: bars.at(-1)?.timestamp ?? bars.at(-1)?.date,
+            stale: result.stale,
+            cached: result.cached,
+            cachedAt: result.stale ? result.timestamp : undefined,
+        });
         const summary = [
             `${symbol} — ${bars.length} bars (${range}, ${interval})`,
             `Period: ${bars[0]?.date} to ${bars[bars.length - 1]?.date}`,
+            ...(result.stale ? [`Data status: Stale cache. ${formatAsOfLine(freshness)}`] : []),
         ];
         // Include last 10 bars as sample
         const recent = bars.slice(-10);
@@ -75,7 +179,17 @@ export const stockHistoryTool = {
             .map((b) => `${b.date} | O:${b.open.toFixed(2)} H:${b.high.toFixed(2)} L:${b.low.toFixed(2)} C:${b.close.toFixed(2)} V:${b.volume.toLocaleString()}`)
             .join("\n");
         const text = [...summary, "", "Recent bars:", table].join("\n");
-        return { content: [{ type: "text", text }], details: bars };
+        return {
+            content: [{ type: "text", text }],
+            details: result.stale
+                ? {
+                    bars,
+                    provider: result.provider,
+                    providerTimestamp: result.timestamp,
+                    stale: true,
+                    freshness,
+                }
+                : bars,
+        };
     },
 };
-//# sourceMappingURL=stock-history.js.map

package/dist/tools/market/stock-quote.d.ts

@@ -4,7 +4,7 @@ import type { StockQuote } from "../../types/market.js";
 declare const params: import("@sinclair/typebox").TObject<{
     symbol: import("@sinclair/typebox").TString;
 }>;
-export declare const stockQuoteTool: AgentTool<typeof params, StockQuote & {
+export declare const stockQuoteTool: AgentTool<typeof params, (StockQuote & {
     freshness: FreshnessStamp;
-}>;
+}) | null>;
 export {};

package/dist/tools/market/stock-quote.js

@@ -61,4 +61,3 @@ function formatLargeNumber(n) {
         return `${(n / 1e6).toFixed(2)}M`;
     return n.toLocaleString();
 }
-//# sourceMappingURL=stock-quote.js.map

package/dist/tools/options/greeks.js

@@ -61,4 +61,3 @@ function cdf(x) {
 function pdf(x) {
     return Math.exp(-0.5 * x * x) / Math.sqrt(2 * Math.PI);
 }
-//# sourceMappingURL=greeks.js.map

package/dist/tools/options/option-chain.d.ts

@@ -6,7 +6,7 @@ declare const params: import("@sinclair/typebox").TObject<{
     expiration: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
     type: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"call">, import("@sinclair/typebox").TLiteral<"put">, import("@sinclair/typebox").TLiteral<"CALL">, import("@sinclair/typebox").TLiteral<"PUT">]>>;
 }>;
-export declare const optionChainTool: AgentTool<typeof params, OptionsChain & {
+export declare const optionChainTool: AgentTool<typeof params, (OptionsChain & {
     freshness: FreshnessStamp;
-}>;
+}) | null>;
 export {};

package/dist/tools/options/option-chain.js

@@ -98,4 +98,3 @@ function formatContract(c) {
     const itm = c.inTheMoney ? "*" : " ";
     return `${itm}$${c.strike.toFixed(2)} | $${c.bid.toFixed(2)}/$${c.ask.toFixed(2)} | $${c.lastPrice.toFixed(2)} | ${c.volume} | ${c.openInterest} | ${(c.impliedVolatility * 100).toFixed(1)}% | ${c.greeks.delta.toFixed(3)} | ${c.greeks.gamma.toFixed(3)} | ${c.greeks.theta.toFixed(3)} | ${c.greeks.vega.toFixed(3)} | ${c.greeks.rho.toFixed(3)}`;
 }
-//# sourceMappingURL=option-chain.js.map

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

@@ -1,6 +1,6 @@
 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<"create_price_above">, import("@sinclair/typebox").TLiteral<"create_price_below">, import("@sinclair/typebox").TLiteral<"create_price_above_sma">, import("@sinclair/typebox").TLiteral<"create_price_below_sma">, import("@sinclair/typebox").TLiteral<"create_rsi_above">, import("@sinclair/typebox").TLiteral<"create_rsi_below">, import("@sinclair/typebox").TLiteral<"create_volume_spike">, import("@sinclair/typebox").TLiteral<"create_percent_move_up">, import("@sinclair/typebox").TLiteral<"create_percent_move_down">, import("@sinclair/typebox").TLiteral<"create_sma_cross_above">, import("@sinclair/typebox").TLiteral<"create_sma_cross_below">, import("@sinclair/typebox").TLiteral<"set_enabled">, import("@sinclair/typebox").TLiteral<"list">, import("@sinclair/typebox").TLiteral<"status">, import("@sinclair/typebox").TLiteral<"check">]>;
+    action: import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"create_price_above">, import("@sinclair/typebox").TLiteral<"create_price_below">, import("@sinclair/typebox").TLiteral<"create_price_above_sma">, import("@sinclair/typebox").TLiteral<"create_price_below_sma">, import("@sinclair/typebox").TLiteral<"create_rsi_above">, import("@sinclair/typebox").TLiteral<"create_rsi_below">, import("@sinclair/typebox").TLiteral<"create_volume_spike">, import("@sinclair/typebox").TLiteral<"create_percent_move_up">, import("@sinclair/typebox").TLiteral<"create_percent_move_down">, import("@sinclair/typebox").TLiteral<"create_sma_cross_above">, import("@sinclair/typebox").TLiteral<"create_sma_cross_below">, import("@sinclair/typebox").TLiteral<"set_enabled">, import("@sinclair/typebox").TLiteral<"update">, import("@sinclair/typebox").TLiteral<"delete">, import("@sinclair/typebox").TLiteral<"list">, import("@sinclair/typebox").TLiteral<"status">, import("@sinclair/typebox").TLiteral<"check">]>;
     symbol: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TString>;
     threshold: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TNumber>;
     period: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TInteger>;
@@ -8,6 +8,7 @@ declare const params: import("@sinclair/typebox").TObject<{
     slow_period: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TInteger>;
     cooldown_seconds: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TInteger>;
     id: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TNumber>;
+    condition_action: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TUnion<[import("@sinclair/typebox").TLiteral<"create_price_above">, import("@sinclair/typebox").TLiteral<"create_price_below">, import("@sinclair/typebox").TLiteral<"create_price_above_sma">, import("@sinclair/typebox").TLiteral<"create_price_below_sma">, import("@sinclair/typebox").TLiteral<"create_rsi_above">, import("@sinclair/typebox").TLiteral<"create_rsi_below">, import("@sinclair/typebox").TLiteral<"create_volume_spike">, import("@sinclair/typebox").TLiteral<"create_percent_move_up">, import("@sinclair/typebox").TLiteral<"create_percent_move_down">, import("@sinclair/typebox").TLiteral<"create_sma_cross_above">, import("@sinclair/typebox").TLiteral<"create_sma_cross_below">]>>;
     enabled: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TBoolean>;
     check_after_create: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TBoolean>;
 }>;

package/dist/tools/portfolio/alerts.js

@@ -16,6 +16,7 @@ const ACTION_DESCRIPTION = [
     "create_sma_cross_above/create_sma_cross_below for fast/slow SMA crossing alerts,",
     "create_rsi_above/create_rsi_below for RSI alerts,",
     "create_volume_spike for volume alerts, set_enabled to enable or disable an alert,",
+    "update to replace an alert rule definition, delete to remove a rule,",
     "and status to inspect local runner/check history.",
     "When the user asks to create an alert and check it now in the same request,",
     "set check_after_create to true on the create action.",
@@ -34,6 +35,8 @@ const params = Type.Object({
         Type.Literal("create_sma_cross_above"),
         Type.Literal("create_sma_cross_below"),
         Type.Literal("set_enabled"),
+        Type.Literal("update"),
+        Type.Literal("delete"),
         Type.Literal("list"),
         Type.Literal("status"),
         Type.Literal("check"),
@@ -58,6 +61,21 @@ const params = Type.Object({
         description: "Cooldown between repeated trigger events. Default: 3600",
     })),
     id: Type.Optional(Type.Number({ description: "Alert rule id for update actions" })),
+    condition_action: Type.Optional(Type.Union([
+        Type.Literal("create_price_above"),
+        Type.Literal("create_price_below"),
+        Type.Literal("create_price_above_sma"),
+        Type.Literal("create_price_below_sma"),
+        Type.Literal("create_rsi_above"),
+        Type.Literal("create_rsi_below"),
+        Type.Literal("create_volume_spike"),
+        Type.Literal("create_percent_move_up"),
+        Type.Literal("create_percent_move_down"),
+        Type.Literal("create_sma_cross_above"),
+        Type.Literal("create_sma_cross_below"),
+    ], {
+        description: "Create-style alert condition action to use when updating an existing alert rule.",
+    })),
     enabled: Type.Optional(Type.Boolean({ description: "Whether an alert rule is enabled" })),
     check_after_create: Type.Optional(Type.Boolean({
         description: "Set true only when the user asks to check/run alerts immediately after creating this alert in the same request.",
@@ -66,7 +84,7 @@ const params = Type.Object({
 export const alertsTool = {
     name: "manage_alerts",
     label: "Alerts",
-    description: "Create, pause/resume, list, check, and inspect status for durable local alerts. Actions include create_price_above, create_price_below, create_price_above_sma, create_price_below_sma, create_rsi_above, create_rsi_below, create_volume_spike, create_percent_move_up, create_percent_move_down, create_sma_cross_above, create_sma_cross_below, set_enabled, list, status, and check. Local background monitoring runs only while an OpenCandle writer/monitor process is active; manual checks are always available. If the user asks to create an alert and check it now, use the create action with check_after_create=true.",
+    description: "Create, update, delete, pause/resume, list, check, and inspect status for durable local alerts. Actions include create_price_above, create_price_below, create_price_above_sma, create_price_below_sma, create_rsi_above, create_rsi_below, create_volume_spike, create_percent_move_up, create_percent_move_down, create_sma_cross_above, create_sma_cross_below, set_enabled, update, delete, list, status, and check. Local background monitoring runs only while an OpenCandle writer/monitor process is active; manual checks are always available. If the user asks to create an alert and check it now, use the create action with check_after_create=true.",
     parameters: params,
     async execute(_toolCallId, args) {
         const db = initDefaultDatabase();
@@ -278,6 +296,62 @@ export const alertsTool = {
                     details: rule,
                 };
             }
+            if (args.action === "update") {
+                if (args.id == null) {
+                    throw new Error("id is required for update.");
+                }
+                const existing = service.listAlertRules().find((rule) => rule.id === args.id);
+                if (existing == null) {
+                    return {
+                        content: [
+                            {
+                                type: "text",
+                                text: `Alert #${args.id} not found. Use the list action to see alert ids.`,
+                            },
+                        ],
+                        details: null,
+                    };
+                }
+                const conditionAction = args.condition_action ?? createActionFromRule(existing);
+                if (conditionAction == null) {
+                    throw new Error(`Alert #${args.id} uses condition ${existing.conditionType}, which cannot be updated without condition_action.`);
+                }
+                const payload = await buildAlertRulePayload(service, conditionAction, args, existing);
+                if (payload.status === "needs_selection")
+                    return candidateResult(payload.resolution, "alert");
+                const rule = service.updateAlertRule(args.id, {
+                    ...payload.input,
+                    enabled: args.enabled,
+                });
+                return {
+                    content: [
+                        {
+                            type: "text",
+                            text: rule == null
+                                ? `Alert #${args.id} not found. Use the list action to see alert ids.`
+                                : `Updated alert #${rule.id}.`,
+                        },
+                    ],
+                    details: rule,
+                };
+            }
+            if (args.action === "delete") {
+                if (args.id == null) {
+                    throw new Error("id is required for delete.");
+                }
+                const rule = service.deleteAlertRule(args.id);
+                return {
+                    content: [
+                        {
+                            type: "text",
+                            text: rule == null
+                                ? `Alert #${args.id} not found. Use the list action to see alert ids.`
+                                : `Deleted alert #${rule.id}.`,
+                        },
+                    ],
+                    details: rule,
+                };
+            }
             const result = await checkAlerts(service);
             return {
                 content: [{ type: "text", text: result.lines.join("\n") }],
@@ -289,6 +363,159 @@ export const alertsTool = {
         }
     },
 };
+async function buildAlertRulePayload(service, action, args, existing) {
+    const instrument = await resolveAlertInstrument(service, args.symbol, existing);
+    if (instrument.status === "needs_selection")
+        return instrument;
+    const existingCondition = conditionRecord(existing);
+    const cooldownSeconds = args.cooldown_seconds === undefined
+        ? undefined
+        : validateCooldownSeconds(args.cooldown_seconds);
+    const base = {
+        scopeType: "instrument",
+        instrumentId: instrument.id,
+        conditionVersion: ALERT_CONDITION_VERSION,
+        cooldownSeconds,
+    };
+    if (action === "create_price_above" || action === "create_price_below") {
+        const threshold = numberInput(args.threshold, existingCondition, "threshold", "threshold");
+        const isAbove = action === "create_price_above";
+        return {
+            status: "ok",
+            input: {
+                ...base,
+                conditionType: isAbove ? "price_crosses_above" : "price_crosses_below",
+                condition: isAbove ? priceCrossesAbove(threshold) : priceCrossesBelow(threshold),
+                timeframe: "quote",
+            },
+        };
+    }
+    if (action === "create_price_above_sma" || action === "create_price_below_sma") {
+        const period = validateLookbackPeriod(numberInput(args.period, existingCondition, "period", "period", 50), 200);
+        return {
+            status: "ok",
+            input: {
+                ...base,
+                conditionType: "price_crosses_sma",
+                condition: priceCrossesSma(period, action === "create_price_above_sma" ? "above" : "below"),
+                timeframe: "1d",
+            },
+        };
+    }
+    if (action === "create_rsi_above" || action === "create_rsi_below") {
+        const threshold = numberInput(args.threshold, existingCondition, "threshold", "threshold");
+        const period = validateLookbackPeriod(numberInput(args.period, existingCondition, "period", "period", 14), 100);
+        return {
+            status: "ok",
+            input: {
+                ...base,
+                conditionType: "rsi_threshold",
+                condition: rsiThreshold(period, threshold, action === "create_rsi_above" ? "above" : "below"),
+                timeframe: "1d",
+            },
+        };
+    }
+    if (action === "create_volume_spike") {
+        const period = validateLookbackPeriod(numberInput(args.period, existingCondition, "lookback_period", "period", 20), 100);
+        const multiplier = numberInput(args.threshold, existingCondition, "multiplier", "threshold", 2);
+        return {
+            status: "ok",
+            input: {
+                ...base,
+                conditionType: "volume_spike",
+                condition: volumeSpike(period, multiplier),
+                timeframe: "1d",
+            },
+        };
+    }
+    if (action === "create_percent_move_up" || action === "create_percent_move_down") {
+        const threshold = numberInput(args.threshold, existingCondition, "percent", "threshold");
+        if (threshold <= 0) {
+            throw new Error("threshold must be greater than 0 for percent-move alert actions.");
+        }
+        return {
+            status: "ok",
+            input: {
+                ...base,
+                conditionType: "percent_move",
+                condition: percentMove(action === "create_percent_move_up" ? "up" : "down", threshold),
+                timeframe: "1d",
+            },
+        };
+    }
+    const fastPeriod = numberInput(args.fast_period, existingCondition, "fast_period", "fast_period", 50);
+    const slowPeriod = numberInput(args.slow_period, existingCondition, "slow_period", "slow_period", 200);
+    if (!Number.isInteger(fastPeriod) || !Number.isInteger(slowPeriod)) {
+        throw new Error("fast_period and slow_period must be whole-number lookback periods for SMA-cross alert actions.");
+    }
+    if (fastPeriod <= 0 || slowPeriod <= 0) {
+        throw new Error("fast_period and slow_period must be greater than 0 for SMA-cross alert actions.");
+    }
+    if (fastPeriod >= slowPeriod) {
+        throw new Error("fast_period must be less than slow_period for SMA-cross alert actions.");
+    }
+    if (slowPeriod > 400) {
+        throw new Error("slow_period must be at most 400 so alert checks can evaluate it against the runner's 2y daily history window.");
+    }
+    return {
+        status: "ok",
+        input: {
+            ...base,
+            conditionType: "sma_cross",
+            condition: smaCross(fastPeriod, slowPeriod, action === "create_sma_cross_above" ? "above" : "below"),
+            timeframe: "1d",
+        },
+    };
+}
+async function resolveAlertInstrument(service, symbol, existing) {
+    if (symbol) {
+        const resolution = await resolveInstrumentForMutation(symbol);
+        if (resolution.status === "needs_selection")
+            return { status: "needs_selection", resolution };
+        return { status: "ok", id: service.upsertInstrumentRecord(resolution.instrument).id };
+    }
+    if (existing?.instrumentId != null)
+        return { status: "ok", id: existing.instrumentId };
+    throw new Error("symbol is required for update when the existing alert is not instrument-scoped.");
+}
+function conditionRecord(rule) {
+    return typeof rule?.conditionJson === "object" && rule.conditionJson !== null
+        ? rule.conditionJson
+        : {};
+}
+function numberInput(value, existing, existingKey, label, fallback) {
+    if (value !== undefined)
+        return value;
+    const existingValue = existing[existingKey];
+    if (typeof existingValue === "number")
+        return existingValue;
+    if (fallback !== undefined)
+        return fallback;
+    throw new Error(`${label} is required for update.`);
+}
+function createActionFromRule(rule) {
+    const condition = conditionRecord(rule);
+    const direction = condition.direction;
+    if (rule.conditionType === "price_crosses_above")
+        return "create_price_above";
+    if (rule.conditionType === "price_crosses_below")
+        return "create_price_below";
+    if (rule.conditionType === "price_crosses_sma") {
+        return direction === "below" ? "create_price_below_sma" : "create_price_above_sma";
+    }
+    if (rule.conditionType === "rsi_threshold") {
+        return direction === "below" ? "create_rsi_below" : "create_rsi_above";
+    }
+    if (rule.conditionType === "volume_spike")
+        return "create_volume_spike";
+    if (rule.conditionType === "percent_move") {
+        return direction === "down" ? "create_percent_move_down" : "create_percent_move_up";
+    }
+    if (rule.conditionType === "sma_cross") {
+        return direction === "below" ? "create_sma_cross_below" : "create_sma_cross_above";
+    }
+    return null;
+}
 function validateLookbackPeriod(period, maxPeriod) {
     if (!Number.isInteger(period) || period <= 0) {
         throw new Error("period must be a whole-number lookback period greater than 0 for indicator alert actions.");
@@ -354,4 +581,3 @@ async function createResultMaybeChecked(service, rule, createdText, checkAfterCr
         },
     };
 }
-//# sourceMappingURL=alerts.js.map

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

@@ -4,7 +4,7 @@ export declare function computeCorrelation(returnsA: number[], returnsB: number[
 export declare function alignReturnsByDate(historiesBySymbol: Map<string, OHLCV[]>, minOverlap?: number): Map<string, number[]>;
 declare const params: import("@sinclair/typebox").TObject<{
     symbols: import("@sinclair/typebox").TArray<import("@sinclair/typebox").TString>;
-    period: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TUnion<import("@sinclair/typebox").TLiteral<"6mo" | "1y" | "2y">[]>>;
+    period: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TUnion<import("@sinclair/typebox").TLiteral<"1y" | "2y" | "6mo">[]>>;
 }>;
 export declare const correlationTool: AgentTool<typeof params>;
 export {};

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

@@ -2,9 +2,9 @@ import type { AgentTool } from "@earendil-works/pi-agent-core";
 import type { RiskMetrics } from "../../types/portfolio.js";
 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">[]>>;
+    period: import("@sinclair/typebox").TOptional<import("@sinclair/typebox").TUnion<import("@sinclair/typebox").TLiteral<"1y" | "2y" | "6mo">[]>>;
 }>;
-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>;