opencandle 0.2.0 → 0.4.0

package/README.md

@@ -1,63 +1,65 @@
 # OpenCandle
 
-A financial agent that talks to markets. Ask it for stock prices, options chains with Greeks, macro data, sentiment — it fetches real data, computes analytics locally, and gives you actionable answers.
+OpenCandle is a terminal-first financial data agent built with TypeScript and Pi. It fetches market, macro, options, fundamentals, sentiment, and portfolio data from real providers, then lets the model synthesize that data into an answer.
 
-## What This Does
+This repository is useful in two ways:
 
-OpenCandle is an AI-powered terminal agent for investors and traders. Instead of switching between Yahoo Finance, FRED, Reddit, and a spreadsheet, you ask one agent and it chains the right tools together. It computes technical indicators and options Greeks locally (Black-Scholes), so there's no API dependency for math.
+- Run `opencandle` as an interactive CLI for market research
+- Extend OpenCandle with new tools, providers, or Pi-compatible add-on packages
 
-Type `analyze TSLA` and it runs a full 5-analyst breakdown — fundamentals, technicals, options positioning, sentiment, risk — then synthesizes a verdict.
+## What You Can Use It For
 
-[Pi](https://pi.dev/) powers the runtime, TUI, auth, and model selection. OpenCandle keeps its own user data in `~/.opencandle/`.
+- Quote and history lookups for stocks and crypto
+- Options chains with locally computed Greeks
+- Company fundamentals, earnings, and SEC filings
+- FRED macro series and Fear & Greed data
+- Reddit-based sentiment and discussion lookups
+- Portfolio tracking, watchlists, correlation, and risk analysis
+- Multi-step workflows such as `/analyze NVDA`
 
-## Getting Started
+OpenCandle is designed to fetch and format data. The model handles synthesis. Tool code should not invent financial conclusions or hardcode market numbers.
 
-**Requires Node.js ≥ 20.**
+## Install And Run
 
-### Standalone CLI
+Requires Node.js 20+.
+
+### CLI
 
 ```bash
 npm install -g opencandle
 opencandle
 
-# or run without installing globally
+# or without installing globally
 npx opencandle@latest
 ```
 
-On first run, OpenCandle walks you through setup:
-
-1. **Connect an AI provider** — sign in with OAuth (Google, OpenAI, Anthropic) or paste an API key
-2. **Pick a model** — choose from the available models on your connected provider
-3. **Optional: add market-data keys** — Alpha Vantage and FRED for fundamentals and macro data (can skip)
-
-To rerun setup later, use `/setup`.
-
 ### From Source
 
 ```bash
 npm install
 cp .env.example .env
-# Add any LLM env vars you want to use locally (for example GEMINI_API_KEY)
 npm start
 ```
 
-### API Keys
+On first run, OpenCandle walks you through model setup. You can rerun that flow later with `/setup`.
+
+## Configuration
+
+Model access comes from Pi. Market data providers are optional and additive.
 
-| Key | Required | Free Tier | What It Unlocks |
-|-----|----------|-----------|-----------------|
-| `GEMINI_API_KEY` | No | Yes | Google Gemini via Pi auth/model registry |
-| `OPENAI_API_KEY` | No | Paid | OpenAI models via Pi auth/model registry |
-| `ANTHROPIC_API_KEY` | No | Paid | Anthropic models via Pi auth/model registry |
-| `ALPHA_VANTAGE_API_KEY` | No | 25 req/day | Company fundamentals, earnings, financials |
-| `FRED_API_KEY` | No | Generous | Fed rates, CPI, GDP, unemployment, yield curve |
+| Key | Required | Used For |
+| --- | --- | --- |
+| `GEMINI_API_KEY` | No | Google models through Pi |
+| `OPENAI_API_KEY` | No | OpenAI models through Pi |
+| `ANTHROPIC_API_KEY` | No | Anthropic models through Pi |
+| `ALPHA_VANTAGE_API_KEY` | No | Fundamentals, earnings, financial statements |
+| `FRED_API_KEY` | No | Macro series such as rates, CPI, GDP, unemployment |
 
-Yahoo Finance, CoinGecko, Reddit, and Fear & Greed Index need no keys.
-Pi also supports OAuth-backed and custom providers through `~/.pi/agent/auth.json`, `/login`, `/model`, and `~/.pi/agent/models.json`.
+Yahoo Finance, CoinGecko, Reddit, SEC EDGAR, and Fear & Greed data do not require keys.
 
-### State and Config
+OpenCandle stores its own user state in `~/.opencandle/` by default. Pi configuration stays in `.pi/` and `~/.pi/agent/`. The CLI should not depend on repo-local `.pi/extensions/`.
 
-- Pi runtime config and optional project overrides live in `.pi/` and `~/.pi/agent/...`.
-- OpenCandle finance-provider config lives in `~/.opencandle/config.json`:
+Provider keys can also be stored in `~/.opencandle/config.json`:
 
 ```json
 {
@@ -72,88 +74,109 @@ Pi also supports OAuth-backed and custom providers through `~/.pi/agent/auth.jso
 }
 ```
 
-- Environment variables still work and override `~/.opencandle/config.json`.
-- Set `OPENCANDLE_HOME` to override the default `~/.opencandle/` data directory.
-- OpenCandle user data lives in `~/.opencandle/` (or `$OPENCANDLE_HOME`):
-  - `~/.opencandle/watchlist.json`
-  - `~/.opencandle/portfolio.json`
-  - `~/.opencandle/predictions.json`
-  - `~/.opencandle/state.db`
-  - `~/.opencandle/logs/...`
-- The published CLI should work from any directory without depending on a repo-local `.pi/extensions/...` file. Project `.pi/` remains optional for user overrides.
+Environment variables override values from `~/.opencandle/config.json`. Set `OPENCANDLE_HOME` if you want OpenCandle state somewhere other than `~/.opencandle/`.
 
-## Usage
+## Basic Usage
 
-OpenCandle runs inside Pi's interactive TUI. Useful controls:
+OpenCandle runs inside Pi's interactive terminal UI.
+
+Useful commands:
 
 ```text
-/model          Switch provider/model
-/login          Authenticate an OAuth-backed provider
-/setup          Rerun OpenCandle setup
-/analyze NVDA   Run the multi-analyst workflow
+/setup
+/login
+/model
+/analyze AAPL
 ```
 
-Natural-language prompts still work:
+Example prompts:
 
 ```text
-What's the price of AAPL?
+What is AAPL trading at?
 Get the options chain for TSLA expiring April 24
 Show me MSFT puts with Greeks
-What's the Fear and Greed index?
 Get the fed funds rate from FRED
 Add 100 shares of NVDA at 120 to my portfolio, then show my portfolio
 Run risk analysis on SPY
-analyze AAPL
 ```
 
-## Tools (23)
+## Data Sources And Tool Coverage
 
-| Category | Tools | Data Source |
-|----------|-------|------------|
-| **Market Data** | `search_ticker`, `get_stock_quote`, `get_stock_history`, `get_crypto_price`, `get_crypto_history` | Yahoo Finance, CoinGecko |
-| **Options** | `get_option_chain` — strikes, bids/asks, volume, OI, IV, computed Greeks | Yahoo Finance + Black-Scholes |
-| **Fundamentals** | `get_company_overview`, `get_financials`, `get_earnings`, `compute_dcf`, `compare_companies`, `get_sec_filings` | Alpha Vantage, SEC EDGAR |
-| **Technical** | `get_technical_indicators`, `backtest_strategy` — SMA, EMA, RSI, MACD, Bollinger Bands, backtesting | Computed locally from OHLCV |
-| **Macro** | `get_economic_data`, `get_fear_greed` | FRED, alternative.me |
-| **Sentiment** | `get_reddit_sentiment`, `get_reddit_discussions` | Reddit JSON API |
-| **Portfolio** | `track_portfolio`, `analyze_risk`, `manage_watchlist`, `analyze_correlation`, `track_prediction` | Yahoo Finance + local math |
+| Area | Examples | Source |
+| --- | --- | --- |
+| Market data | quotes, history, ticker search, crypto price/history | Yahoo Finance, CoinGecko |
+| Options | chains, open interest, IV, Greeks | Yahoo Finance plus local calculations |
+| Fundamentals | overview, financials, earnings, DCF, company comparison | Alpha Vantage |
+| Macro | economic series, Fear & Greed | FRED, alternative.me |
+| Sentiment | Reddit, Twitter/X, and web sentiment with cross-source pipeline | Reddit JSON API, Twitter/X, DuckDuckGo, Brave |
+| Filings | SEC filing search | SEC EDGAR |
+| Portfolio | watchlist, prediction tracking, correlation, risk | Local state plus market data |
 
-## How It Works
+## Engineering Notes
 
-Built on [Pi-mono](https://github.com/badlogic/pi-mono)'s `pi-coding-agent` SDK and TUI, with OpenCandle loaded as a bundled finance-only Pi extension. Tools are defined with [TypeBox](https://github.com/sinclairzx81/typebox) schemas and registered through Pi's extension system.
+### Project Shape
 
+```text
+src/
+├── providers/    API clients
+├── tools/        Tool implementations by domain
+├── infra/        Cache, rate limiter, HTTP, browser, paths
+├── routing/      Intent classification and slot resolution
+├── workflows/    Multi-step workflow builders
+├── memory/       SQLite-backed state and retrieval
+├── analysts/     Multi-analyst orchestration
+├── pi/           Pi integration and session wiring
+└── index.ts      Public exports
 ```
-User prompt -> Pi session -> selected provider/model -> tool calls -> execute in parallel -> response
-                ^                                                                  |
-                |____________________ Pi session + model registry _________________|
+
+### Development Commands
+
+```bash
+npm start
+npm test
+npm run test:watch
+npm run test:e2e
+npm run test:e2e:cli
+npm run test:e2e:providers
 ```
 
-Key architectural choices:
-- **Local computation** over API calls for math (indicators, Greeks, risk metrics)
-- **Stealth browser fallback** via [Camoufox](https://github.com/daijro/camoufox) when Yahoo rate-limits Node.js `fetch`
-- **TTL caching + token bucket rate limiting** per provider
-- **Pi-native auth/model flow** via `/model`, `/login`, `auth.json`, and `models.json`
-- **Global OpenCandle state** under `~/.opencandle/`, separate from Pi config
-- **Multi-analyst orchestration** via Pi extension commands and follow-up message hooks
+`npm test` is the required baseline check after changes.
+
+### Repository Rules That Matter
+
+- TDD is mandatory for behavior changes
+- Unit tests mock `globalThis.fetch` and use JSON fixtures
+- Use `cache` and `rateLimiter` for external calls
+- Tools fetch and format data; analysts and prompts synthesize
+- Keep typing strict and use `.js` extensions on relative imports
+
+### Public Package Exports
+
+Besides the CLI, the package exposes pieces for engineers building on top of OpenCandle:
+
+- `opencandle`
+- `opencandle/tool-kit`
+- `opencandle/infra`
+- `opencandle/types`
+- `opencandle/providers`
 
-## Test
+If you want to add a new tool or publish an add-on package, start with [docs/build-a-tool.md](./docs/build-a-tool.md).
+
+## Testing The Agent
+
+For end-to-end agent driving with file-based IPC:
 
 ```bash
-npm test              # unit tests
-npm run test:watch    # watch mode
+npx tsx tests/harness/manual-run.ts /tmp/opencandle-ipc "What is AAPL trading at?"
 ```
 
-## Project Docs
+The harness writes status and trace files into the IPC directory. See [tests/harness/README.md](./tests/harness/README.md) for the full flow.
 
-- OSS launch and npm release plan: [docs/production-plan.md](https://github.com/Kahtaf/OpenCandle/blob/main/docs/production-plan.md)
-- Contributor guide: [CONTRIBUTING.md](https://github.com/Kahtaf/OpenCandle/blob/main/CONTRIBUTING.md)
-- Security policy: [SECURITY.md](https://github.com/Kahtaf/OpenCandle/blob/main/SECURITY.md)
-- Release history: [CHANGELOG.md](https://github.com/Kahtaf/OpenCandle/blob/main/CHANGELOG.md)
-
-## Tech Stack
+## Project Docs
 
-- **Runtime**: TypeScript, Node.js
-- **LLM**: Pi model registry with Gemini, OpenAI, Anthropic, and custom providers
-- **Browser**: Camoufox (anti-detection Firefox for scraping fallback)
-- **Testing**: Vitest with fixture-mocked `fetch`
-- **No frameworks**: Raw providers, no LangChain/LlamaIndex
+- [CONTRIBUTING.md](./CONTRIBUTING.md)
+- [docs/build-a-tool.md](./docs/build-a-tool.md)
+- [tests/harness/README.md](./tests/harness/README.md)
+- [CHANGELOG.md](./CHANGELOG.md)
+- [SECURITY.md](./SECURITY.md)
+- [LICENSE](./LICENSE)

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package/dist/analysts/orchestrator.js

@@ -35,8 +35,7 @@ What is the options market pricing in that the stock price alone doesn't show?${
     contrarian: (symbol) => `**[Contrarian Analyst]** You are a Burry-style contrarian. Your job is to find what the crowd is missing. Be terse and data-driven — cite concrete numbers like "FCF yield 14.7%" or "P/E 8.3x vs sector 22x." Analyze ${symbol}:
 1. Use get_fear_greed for overall market mood — extreme readings signal opportunity.
 2. Use get_reddit_sentiment on wallstreetbets and stocks — check the sentiment score. Extreme bullishness from retail is a warning; extreme bearishness may be opportunity.
-3. Use get_reddit_discussions for ${symbol} to gauge retail narrative.
-4. Cross-reference: Is sentiment overly bullish while fundamentals (revenue, margins, FCF) are deteriorating? Is everyone bearish while the numbers quietly improve?
+3. Cross-reference: Is sentiment overly bullish while fundamentals (revenue, margins, FCF) are deteriorating? Is everyone bearish while the numbers quietly improve?
 5. Reuse get_company_overview or other fundamentals already fetched earlier in the session if available. If fundamentals are unavailable, say so and base the contrarian view on sentiment and price only.
 Where is the consensus wrong? What is the market over-pricing or under-pricing?${EXECUTION_GUARDRAILS}${VOTING_INSTRUCTION}`,
     risk: (symbol) => `**[Risk Manager]** You are the final check before capital is deployed. Your job is to quantify downside, not to have an opinion on direction. Analyze ${symbol}:

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package/dist/cli.d.ts

@@ -1,2 +1,2 @@
 #!/usr/bin/env node
-export {};
+import "./infra/node-version.js";

package/dist/cli.js

@@ -1,8 +1,16 @@
 #!/usr/bin/env node
+import "./infra/node-version.js";
+import { spawn } from "node:child_process";
+import { createRequire } from "node:module";
+import { dirname, resolve } from "node:path";
 import { parseArgs } from "node:util";
-import { AuthStorage, DefaultPackageManager, InteractiveMode, ModelRegistry, SettingsManager, SessionManager, createAgentSessionRuntime, createAgentSessionServices, getAgentDir, initTheme, } from "@mariozechner/pi-coding-agent";
+import { fileURLToPath } from "node:url";
+import { AuthStorage, DefaultPackageManager, InteractiveMode, ModelRegistry, SettingsManager, createAgentSessionRuntime, createAgentSessionServices, getAgentDir, initTheme, } from "@earendil-works/pi-coding-agent";
 import { createOpenCandleSession } from "./pi/session.js";
+import { continueOpenCandleSession } from "./pi/session-storage.js";
 import { loadEnv } from "./config.js";
+const require = createRequire(import.meta.url);
+const packageRoot = resolve(dirname(fileURLToPath(import.meta.url)), "..");
 async function handlePackageCommand(args, cwd, agentDir) {
     const [command, ...rest] = args;
     if (!command ||
@@ -86,10 +94,36 @@ async function handlePackageCommand(args, cwd, agentDir) {
     }
     return false;
 }
+async function handleGuiCommand(args, cwd) {
+    if (args[0] !== "gui")
+        return false;
+    const tsxCli = require.resolve("tsx/cli");
+    const serverPath = resolve(packageRoot, "gui/server/server.ts");
+    const child = spawn(process.execPath, [tsxCli, serverPath, ...args.slice(1)], {
+        cwd,
+        env: process.env,
+        stdio: "inherit",
+    });
+    const exitCode = await new Promise((resolveExit) => {
+        child.on("close", (code, signal) => {
+            if (signal) {
+                resolveExit(1);
+            }
+            else {
+                resolveExit(code ?? 0);
+            }
+        });
+    });
+    process.exitCode = exitCode;
+    return true;
+}
 async function main() {
     const { positionals } = parseArgs({ allowPositionals: true, strict: false });
     const cwd = process.cwd();
     const agentDir = getAgentDir();
+    if (await handleGuiCommand(positionals, cwd)) {
+        return;
+    }
     if (await handlePackageCommand(positionals, cwd, agentDir)) {
         return;
     }
@@ -100,7 +134,7 @@ async function main() {
     const modelRegistry = ModelRegistry.create(authStorage);
     const shouldSuppressFallbackMessage = modelRegistry.getAvailable().length === 0;
     initTheme(settingsManager.getTheme(), true);
-    const sessionManager = SessionManager.create(agentDir);
+    const sessionManager = continueOpenCandleSession(cwd);
     const runtime = await createAgentSessionRuntime(async (opts) => {
         const services = await createAgentSessionServices({
             cwd: opts.cwd,
@@ -111,10 +145,12 @@ async function main() {
         });
         const result = await createOpenCandleSession({
             cwd: opts.cwd,
+            agentDir: opts.agentDir,
             settingsManager,
             authStorage,
             modelRegistry,
             sessionManager: opts.sessionManager,
+            bindExtensions: false,
         });
         return {
             ...result,

package/dist/cli.js.map

@@ -1 +1 @@
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