opencandle 0.2.0 → 0.4.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +110 -87
- package/assets/logo.svg +187 -0
- package/dist/analysts/orchestrator.js +1 -2
- package/dist/analysts/orchestrator.js.map +1 -1
- package/dist/cli.d.ts +1 -1
- package/dist/cli.js +38 -2
- package/dist/cli.js.map +1 -1
- package/dist/config.d.ts +34 -5
- package/dist/config.js +29 -8
- package/dist/config.js.map +1 -1
- package/dist/infra/browser.d.ts +10 -0
- package/dist/infra/browser.js +1 -0
- package/dist/infra/browser.js.map +1 -1
- package/dist/infra/cache.d.ts +4 -0
- package/dist/infra/cache.js +4 -0
- package/dist/infra/cache.js.map +1 -1
- package/dist/infra/native-dependencies.d.ts +1 -0
- package/dist/infra/native-dependencies.js +10 -0
- package/dist/infra/native-dependencies.js.map +1 -0
- package/dist/infra/node-version.d.ts +2 -0
- package/dist/infra/node-version.js +23 -0
- package/dist/infra/node-version.js.map +1 -0
- package/dist/infra/rate-limiter.js +6 -0
- package/dist/infra/rate-limiter.js.map +1 -1
- package/dist/memory/index.d.ts +2 -0
- package/dist/memory/index.js +1 -0
- package/dist/memory/index.js.map +1 -1
- package/dist/memory/sqlite.js +42 -4
- package/dist/memory/sqlite.js.map +1 -1
- package/dist/memory/storage.d.ts +6 -0
- package/dist/memory/storage.js +3 -3
- package/dist/memory/storage.js.map +1 -1
- package/dist/memory/tool-defaults.d.ts +8 -0
- package/dist/memory/tool-defaults.js +59 -0
- package/dist/memory/tool-defaults.js.map +1 -0
- package/dist/onboarding/connect.d.ts +35 -0
- package/dist/onboarding/connect.js +118 -0
- package/dist/onboarding/connect.js.map +1 -0
- package/dist/onboarding/credential-interceptor.d.ts +44 -0
- package/dist/onboarding/credential-interceptor.js +72 -0
- package/dist/onboarding/credential-interceptor.js.map +1 -0
- package/dist/onboarding/degradation-accumulator.d.ts +21 -0
- package/dist/onboarding/degradation-accumulator.js +55 -0
- package/dist/onboarding/degradation-accumulator.js.map +1 -0
- package/dist/onboarding/prompt-user.d.ts +23 -0
- package/dist/onboarding/prompt-user.js +61 -0
- package/dist/onboarding/prompt-user.js.map +1 -0
- package/dist/onboarding/providers.d.ts +116 -0
- package/dist/onboarding/providers.js +239 -0
- package/dist/onboarding/providers.js.map +1 -0
- package/dist/onboarding/state.d.ts +31 -2
- package/dist/onboarding/state.js +141 -13
- package/dist/onboarding/state.js.map +1 -1
- package/dist/onboarding/tool-helpers.d.ts +34 -0
- package/dist/onboarding/tool-helpers.js +80 -0
- package/dist/onboarding/tool-helpers.js.map +1 -0
- package/dist/onboarding/tool-tags.d.ts +37 -0
- package/dist/onboarding/tool-tags.js +149 -0
- package/dist/onboarding/tool-tags.js.map +1 -0
- package/dist/onboarding/validation.d.ts +19 -0
- package/dist/onboarding/validation.js +117 -0
- package/dist/onboarding/validation.js.map +1 -0
- package/dist/pi/opencandle-extension.d.ts +7 -1
- package/dist/pi/opencandle-extension.js +488 -13
- package/dist/pi/opencandle-extension.js.map +1 -1
- package/dist/pi/session-storage.d.ts +2 -0
- package/dist/pi/session-storage.js +5 -0
- package/dist/pi/session-storage.js.map +1 -0
- package/dist/pi/session.d.ts +4 -1
- package/dist/pi/session.js +25 -3
- package/dist/pi/session.js.map +1 -1
- package/dist/pi/setup.d.ts +1 -2
- package/dist/pi/setup.js +67 -120
- package/dist/pi/setup.js.map +1 -1
- package/dist/pi/tool-adapter.d.ts +2 -2
- package/dist/pi/tool-adapter.js +14 -1
- package/dist/pi/tool-adapter.js.map +1 -1
- package/dist/prompts/context-builder.d.ts +22 -0
- package/dist/prompts/context-builder.js +47 -11
- package/dist/prompts/context-builder.js.map +1 -1
- package/dist/prompts/disclaimer.d.ts +6 -0
- package/dist/prompts/disclaimer.js +9 -0
- package/dist/prompts/disclaimer.js.map +1 -0
- package/dist/prompts/workflow-prompts.d.ts +8 -0
- package/dist/prompts/workflow-prompts.js +39 -5
- package/dist/prompts/workflow-prompts.js.map +1 -1
- package/dist/providers/alpha-vantage.js +20 -1
- package/dist/providers/alpha-vantage.js.map +1 -1
- package/dist/providers/exa-search.d.ts +39 -0
- package/dist/providers/exa-search.js +276 -0
- package/dist/providers/exa-search.js.map +1 -0
- package/dist/providers/finnhub.d.ts +17 -0
- package/dist/providers/finnhub.js +94 -0
- package/dist/providers/finnhub.js.map +1 -0
- package/dist/providers/fred.js +13 -1
- package/dist/providers/fred.js.map +1 -1
- package/dist/providers/index.d.ts +2 -0
- package/dist/providers/index.js +1 -0
- package/dist/providers/index.js.map +1 -1
- package/dist/providers/provider-credential-error.d.ts +8 -0
- package/dist/providers/provider-credential-error.js +22 -0
- package/dist/providers/provider-credential-error.js.map +1 -0
- package/dist/providers/reddit.d.ts +8 -0
- package/dist/providers/reddit.js +36 -9
- package/dist/providers/reddit.js.map +1 -1
- package/dist/providers/twitter.js +2 -8
- package/dist/providers/twitter.js.map +1 -1
- package/dist/providers/web-search.d.ts +17 -0
- package/dist/providers/web-search.js +224 -0
- package/dist/providers/web-search.js.map +1 -0
- package/dist/providers/wrap-provider.d.ts +7 -0
- package/dist/providers/wrap-provider.js +15 -0
- package/dist/providers/wrap-provider.js.map +1 -1
- package/dist/providers/yahoo-finance.js +70 -33
- package/dist/providers/yahoo-finance.js.map +1 -1
- package/dist/routing/classify-intent.js +22 -0
- package/dist/routing/classify-intent.js.map +1 -1
- package/dist/routing/defaults.js +1 -1
- package/dist/routing/defaults.js.map +1 -1
- package/dist/routing/index.d.ts +4 -0
- package/dist/routing/index.js +3 -0
- package/dist/routing/index.js.map +1 -1
- package/dist/routing/router-llm-client.d.ts +11 -0
- package/dist/routing/router-llm-client.js +42 -0
- package/dist/routing/router-llm-client.js.map +1 -0
- package/dist/routing/router-prompt.d.ts +2 -0
- package/dist/routing/router-prompt.js +138 -0
- package/dist/routing/router-prompt.js.map +1 -0
- package/dist/routing/router-types.d.ts +62 -0
- package/dist/routing/router-types.js +2 -0
- package/dist/routing/router-types.js.map +1 -0
- package/dist/routing/router.d.ts +10 -0
- package/dist/routing/router.js +194 -0
- package/dist/routing/router.js.map +1 -0
- package/dist/runtime/session-coordinator.d.ts +63 -4
- package/dist/runtime/session-coordinator.js +155 -4
- package/dist/runtime/session-coordinator.js.map +1 -1
- package/dist/runtime/tool-defaults-wrapper.d.ts +3 -0
- package/dist/runtime/tool-defaults-wrapper.js +25 -0
- package/dist/runtime/tool-defaults-wrapper.js.map +1 -0
- package/dist/sentiment/adapters/finnhub.d.ts +7 -0
- package/dist/sentiment/adapters/finnhub.js +39 -0
- package/dist/sentiment/adapters/finnhub.js.map +1 -0
- package/dist/sentiment/adapters/reddit.d.ts +11 -0
- package/dist/sentiment/adapters/reddit.js +54 -0
- package/dist/sentiment/adapters/reddit.js.map +1 -0
- package/dist/sentiment/adapters/twitter.d.ts +9 -0
- package/dist/sentiment/adapters/twitter.js +32 -0
- package/dist/sentiment/adapters/twitter.js.map +1 -0
- package/dist/sentiment/adapters/web.d.ts +9 -0
- package/dist/sentiment/adapters/web.js +40 -0
- package/dist/sentiment/adapters/web.js.map +1 -0
- package/dist/sentiment/index.d.ts +16 -0
- package/dist/sentiment/index.js +44 -0
- package/dist/sentiment/index.js.map +1 -0
- package/dist/sentiment/keywords.d.ts +2 -0
- package/dist/sentiment/keywords.js +9 -0
- package/dist/sentiment/keywords.js.map +1 -0
- package/dist/sentiment/pipeline.d.ts +9 -0
- package/dist/sentiment/pipeline.js +57 -0
- package/dist/sentiment/pipeline.js.map +1 -0
- package/dist/sentiment/scorer.d.ts +9 -0
- package/dist/sentiment/scorer.js +64 -0
- package/dist/sentiment/scorer.js.map +1 -0
- package/dist/sentiment/store.d.ts +24 -0
- package/dist/sentiment/store.js +182 -0
- package/dist/sentiment/store.js.map +1 -0
- package/dist/sentiment/trends.d.ts +13 -0
- package/dist/sentiment/trends.js +73 -0
- package/dist/sentiment/trends.js.map +1 -0
- package/dist/sentiment/types.d.ts +66 -0
- package/dist/sentiment/types.js +54 -0
- package/dist/sentiment/types.js.map +1 -0
- package/dist/system-prompt.js +29 -13
- package/dist/system-prompt.js.map +1 -1
- package/dist/tool-kit.d.ts +4 -4
- package/dist/tools/fundamentals/company-overview.d.ts +4 -2
- package/dist/tools/fundamentals/company-overview.js +27 -27
- package/dist/tools/fundamentals/company-overview.js.map +1 -1
- package/dist/tools/fundamentals/comps.d.ts +1 -1
- package/dist/tools/fundamentals/comps.js +45 -45
- package/dist/tools/fundamentals/comps.js.map +1 -1
- package/dist/tools/fundamentals/dcf.d.ts +1 -1
- package/dist/tools/fundamentals/dcf.js +82 -82
- package/dist/tools/fundamentals/dcf.js.map +1 -1
- package/dist/tools/fundamentals/earnings.d.ts +4 -2
- package/dist/tools/fundamentals/earnings.js +25 -25
- package/dist/tools/fundamentals/earnings.js.map +1 -1
- package/dist/tools/fundamentals/financials.d.ts +4 -2
- package/dist/tools/fundamentals/financials.js +23 -23
- package/dist/tools/fundamentals/financials.js.map +1 -1
- package/dist/tools/fundamentals/sec-filings.d.ts +1 -1
- package/dist/tools/index.d.ts +28 -1
- package/dist/tools/index.js +35 -2
- package/dist/tools/index.js.map +1 -1
- package/dist/tools/interaction/ask-user.d.ts +1 -1
- package/dist/tools/interaction/ask-user.js +28 -64
- package/dist/tools/interaction/ask-user.js.map +1 -1
- package/dist/tools/interaction/twitter-login.d.ts +1 -1
- package/dist/tools/macro/fear-greed.d.ts +1 -1
- package/dist/tools/macro/fred-data.d.ts +4 -2
- package/dist/tools/macro/fred-data.js +26 -26
- package/dist/tools/macro/fred-data.js.map +1 -1
- package/dist/tools/market/crypto-history.d.ts +1 -1
- package/dist/tools/market/crypto-price.d.ts +1 -1
- package/dist/tools/market/search-ticker.d.ts +1 -1
- package/dist/tools/market/stock-history.d.ts +1 -1
- package/dist/tools/market/stock-quote.d.ts +1 -1
- package/dist/tools/options/option-chain.d.ts +1 -1
- package/dist/tools/options/option-chain.js +4 -1
- package/dist/tools/options/option-chain.js.map +1 -1
- package/dist/tools/portfolio/correlation.d.ts +1 -1
- package/dist/tools/portfolio/predictions.d.ts +1 -1
- package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
- package/dist/tools/portfolio/tracker.d.ts +1 -1
- package/dist/tools/portfolio/watchlist.d.ts +1 -1
- package/dist/tools/sentiment/reddit-sentiment.d.ts +4 -2
- package/dist/tools/sentiment/reddit-sentiment.js +107 -22
- package/dist/tools/sentiment/reddit-sentiment.js.map +1 -1
- package/dist/tools/sentiment/sentiment-summary.d.ts +7 -0
- package/dist/tools/sentiment/sentiment-summary.js +230 -0
- package/dist/tools/sentiment/sentiment-summary.js.map +1 -0
- package/dist/tools/sentiment/sentiment-trend.d.ts +22 -0
- package/dist/tools/sentiment/sentiment-trend.js +39 -0
- package/dist/tools/sentiment/sentiment-trend.js.map +1 -0
- package/dist/tools/sentiment/twitter-sentiment.d.ts +1 -1
- package/dist/tools/sentiment/twitter-sentiment.js +17 -0
- package/dist/tools/sentiment/twitter-sentiment.js.map +1 -1
- package/dist/tools/sentiment/web-search.d.ts +11 -0
- package/dist/tools/sentiment/web-search.js +115 -0
- package/dist/tools/sentiment/web-search.js.map +1 -0
- package/dist/tools/sentiment/web-sentiment.d.ts +8 -0
- package/dist/tools/sentiment/web-sentiment.js +66 -0
- package/dist/tools/sentiment/web-sentiment.js.map +1 -0
- package/dist/tools/technical/backtest.d.ts +1 -1
- package/dist/tools/technical/indicators.d.ts +1 -1
- package/dist/tools/technical/indicators.js +7 -1
- package/dist/tools/technical/indicators.js.map +1 -1
- package/dist/types/index.d.ts +1 -1
- package/dist/types/sentiment.d.ts +21 -0
- package/dist/workflows/options-screener.js +7 -2
- package/dist/workflows/options-screener.js.map +1 -1
- package/dist/workflows/portfolio-builder.js +3 -3
- package/dist/workflows/portfolio-builder.js.map +1 -1
- package/gui/server/background-quotes.ts +31 -0
- package/gui/server/chat-event-adapter.ts +142 -0
- package/gui/server/invoke-tool.ts +89 -0
- package/gui/server/live-chat-event-adapter.ts +181 -0
- package/gui/server/model-setup.ts +100 -0
- package/gui/server/package.json +5 -0
- package/gui/server/projector.ts +212 -0
- package/gui/server/server.ts +592 -0
- package/gui/server/session-actions.ts +31 -0
- package/gui/server/tool-metadata.ts +88 -0
- package/gui/server/websocket.ts +128 -0
- package/gui/server/writer-lock.ts +118 -0
- package/gui/shared/chat-events.ts +118 -0
- package/gui/shared/event-reducer.ts +186 -0
- package/gui/web/dist/assets/CatalogOverlay-D1ImSJTe.js +1 -0
- package/gui/web/dist/assets/index-DBrWq43L.css +1 -0
- package/gui/web/dist/assets/index-RflHaj0y.js +67 -0
- package/gui/web/dist/assets/logo-CWpt6Y2a.svg +187 -0
- package/gui/web/dist/index.html +17 -0
- package/package.json +62 -20
- package/src/analysts/contracts.ts +189 -0
- package/src/analysts/orchestrator.ts +300 -0
- package/src/cli.ts +205 -0
- package/src/config.ts +161 -0
- package/src/index.ts +5 -0
- package/src/infra/browser.ts +111 -0
- package/src/infra/cache.ts +103 -0
- package/src/infra/http-client.ts +68 -0
- package/src/infra/index.ts +18 -0
- package/src/infra/native-dependencies.ts +12 -0
- package/src/infra/node-version.ts +24 -0
- package/src/infra/open-url.ts +28 -0
- package/src/infra/opencandle-paths.ts +64 -0
- package/src/infra/rate-limiter.ts +64 -0
- package/src/memory/index.ts +10 -0
- package/src/memory/manager.ts +159 -0
- package/src/memory/preference-extractor.ts +106 -0
- package/src/memory/retrieval.ts +70 -0
- package/src/memory/sqlite.ts +172 -0
- package/src/memory/storage.ts +204 -0
- package/src/memory/tool-defaults.ts +87 -0
- package/src/memory/types.ts +67 -0
- package/src/onboarding/connect.ts +184 -0
- package/src/onboarding/credential-interceptor.ts +134 -0
- package/src/onboarding/degradation-accumulator.ts +79 -0
- package/src/onboarding/prompt-user.ts +85 -0
- package/src/onboarding/providers.ts +315 -0
- package/src/onboarding/state.ts +218 -0
- package/src/onboarding/tool-helpers.ts +111 -0
- package/src/onboarding/tool-tags.ts +201 -0
- package/src/onboarding/validation.ts +158 -0
- package/src/pi/opencandle-extension.ts +724 -0
- package/src/pi/session-storage.ts +5 -0
- package/src/pi/session.ts +81 -0
- package/src/pi/setup.ts +371 -0
- package/src/pi/tool-adapter.ts +36 -0
- package/src/prompts/context-builder.ts +204 -0
- package/src/prompts/disclaimer.ts +9 -0
- package/src/prompts/sections.ts +46 -0
- package/src/prompts/workflow-prompts.ts +279 -0
- package/src/providers/alpha-vantage.ts +292 -0
- package/src/providers/coingecko.ts +96 -0
- package/src/providers/exa-search.ts +373 -0
- package/src/providers/fear-greed.ts +45 -0
- package/src/providers/finnhub.ts +124 -0
- package/src/providers/fred.ts +83 -0
- package/src/providers/index.ts +9 -0
- package/src/providers/provider-credential-error.ts +23 -0
- package/src/providers/reddit.ts +151 -0
- package/src/providers/sec-edgar.ts +96 -0
- package/src/providers/twitter.ts +173 -0
- package/src/providers/web-search.ts +293 -0
- package/src/providers/with-fallback.ts +41 -0
- package/src/providers/wrap-provider.ts +64 -0
- package/src/providers/yahoo-finance.ts +367 -0
- package/src/routing/classify-intent.ts +194 -0
- package/src/routing/defaults.ts +29 -0
- package/src/routing/entity-extractor.ts +140 -0
- package/src/routing/index.ts +26 -0
- package/src/routing/router-llm-client.ts +51 -0
- package/src/routing/router-prompt.ts +159 -0
- package/src/routing/router-types.ts +66 -0
- package/src/routing/router.ts +213 -0
- package/src/routing/slot-resolver.ts +152 -0
- package/src/routing/types.ts +63 -0
- package/src/runtime/evidence.ts +77 -0
- package/src/runtime/index.ts +55 -0
- package/src/runtime/prompt-step.ts +75 -0
- package/src/runtime/provider-ids.ts +15 -0
- package/src/runtime/provider-tracker.ts +40 -0
- package/src/runtime/run-context.ts +22 -0
- package/src/runtime/session-coordinator.ts +406 -0
- package/src/runtime/tool-defaults-wrapper.ts +35 -0
- package/src/runtime/validation.ts +214 -0
- package/src/runtime/workflow-events.ts +75 -0
- package/src/runtime/workflow-runner.ts +188 -0
- package/src/runtime/workflow-types.ts +102 -0
- package/src/sentiment/adapters/finnhub.ts +44 -0
- package/src/sentiment/adapters/reddit.ts +65 -0
- package/src/sentiment/adapters/twitter.ts +36 -0
- package/src/sentiment/adapters/web.ts +44 -0
- package/src/sentiment/index.ts +58 -0
- package/src/sentiment/keywords.ts +9 -0
- package/src/sentiment/pipeline.ts +68 -0
- package/src/sentiment/scorer.ts +78 -0
- package/src/sentiment/store.ts +260 -0
- package/src/sentiment/trends.ts +90 -0
- package/src/sentiment/types.ts +108 -0
- package/src/system-prompt.ts +115 -0
- package/src/tool-kit.ts +68 -0
- package/src/tools/AGENTS.md +36 -0
- package/src/tools/fundamentals/company-overview.ts +54 -0
- package/src/tools/fundamentals/comps.ts +156 -0
- package/src/tools/fundamentals/dcf.ts +267 -0
- package/src/tools/fundamentals/earnings.ts +47 -0
- package/src/tools/fundamentals/financials.ts +54 -0
- package/src/tools/fundamentals/sec-filings.ts +61 -0
- package/src/tools/index.ts +88 -0
- package/src/tools/interaction/ask-user.ts +81 -0
- package/src/tools/interaction/twitter-login.ts +93 -0
- package/src/tools/macro/fear-greed.ts +41 -0
- package/src/tools/macro/fred-data.ts +54 -0
- package/src/tools/market/crypto-history.ts +51 -0
- package/src/tools/market/crypto-price.ts +53 -0
- package/src/tools/market/search-ticker.ts +53 -0
- package/src/tools/market/stock-history.ts +79 -0
- package/src/tools/market/stock-quote.ts +64 -0
- package/src/tools/options/greeks.ts +82 -0
- package/src/tools/options/option-chain.ts +91 -0
- package/src/tools/portfolio/correlation.ts +162 -0
- package/src/tools/portfolio/predictions.ts +253 -0
- package/src/tools/portfolio/risk-analysis.ts +134 -0
- package/src/tools/portfolio/tracker.ts +147 -0
- package/src/tools/portfolio/watchlist.ts +153 -0
- package/src/tools/sentiment/reddit-sentiment.ts +164 -0
- package/src/tools/sentiment/sentiment-summary.ts +256 -0
- package/src/tools/sentiment/sentiment-trend.ts +58 -0
- package/src/tools/sentiment/twitter-sentiment.ts +96 -0
- package/src/tools/sentiment/web-search.ts +150 -0
- package/src/tools/sentiment/web-sentiment.ts +76 -0
- package/src/tools/technical/backtest.ts +246 -0
- package/src/tools/technical/indicators.ts +258 -0
- package/src/types/fundamentals.ts +46 -0
- package/src/types/index.ts +20 -0
- package/src/types/macro.ts +27 -0
- package/src/types/market.ts +43 -0
- package/src/types/options.ts +35 -0
- package/src/types/portfolio.ts +41 -0
- package/src/types/sentiment.ts +70 -0
- package/src/workflows/compare-assets.ts +39 -0
- package/src/workflows/index.ts +4 -0
- package/src/workflows/options-screener.ts +49 -0
- package/src/workflows/portfolio-builder.ts +52 -0
- package/src/workflows/types.ts +4 -0
- package/dist/tools/sentiment/news-sentiment.d.ts +0 -7
- package/dist/tools/sentiment/news-sentiment.js +0 -55
- package/dist/tools/sentiment/news-sentiment.js.map +0 -1
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|
|
7
|
+
const range = max - min;
|
|
8
|
+
return values
|
|
9
|
+
.map((v) => {
|
|
10
|
+
if (range === 0)
|
|
11
|
+
return SPARKLINE_CHARS[3]; // middle block for flat
|
|
12
|
+
const idx = Math.round(((v - min) / range) * 7);
|
|
13
|
+
return SPARKLINE_CHARS[idx];
|
|
14
|
+
})
|
|
15
|
+
.join("");
|
|
16
|
+
}
|
|
17
|
+
export function computeTrend(buckets, source) {
|
|
18
|
+
const scores = buckets.map((b) => b.avgScore);
|
|
19
|
+
const totalCount = buckets.reduce((sum, b) => sum + b.count, 0);
|
|
20
|
+
const avgScore = totalCount === 0 ? 0 : buckets.reduce((sum, b) => sum + b.avgScore * b.count, 0) / totalCount;
|
|
21
|
+
const sparkline = renderSparkline(scores);
|
|
22
|
+
// Delta: last value minus first value
|
|
23
|
+
const delta = scores.length >= 2 ? scores[scores.length - 1] - scores[0] : 0;
|
|
24
|
+
let direction;
|
|
25
|
+
if (delta > 0.1)
|
|
26
|
+
direction = "rising";
|
|
27
|
+
else if (delta < -0.1)
|
|
28
|
+
direction = "falling";
|
|
29
|
+
else
|
|
30
|
+
direction = "stable";
|
|
31
|
+
return { source, sparkline, avgScore, count: totalCount, direction, delta };
|
|
32
|
+
}
|
|
33
|
+
export function computeDivergence(sources, threshold) {
|
|
34
|
+
const retailSources = [];
|
|
35
|
+
if (sources.twitter && sources.twitter.count >= 5)
|
|
36
|
+
retailSources.push(sources.twitter);
|
|
37
|
+
if (sources.reddit && sources.reddit.count >= 5)
|
|
38
|
+
retailSources.push(sources.reddit);
|
|
39
|
+
const newsSources = [];
|
|
40
|
+
if (sources.web && sources.web.count >= 5)
|
|
41
|
+
newsSources.push(sources.web);
|
|
42
|
+
if (sources.finnhub && sources.finnhub.count >= 5)
|
|
43
|
+
newsSources.push(sources.finnhub);
|
|
44
|
+
if (retailSources.length === 0 || newsSources.length === 0) {
|
|
45
|
+
return {
|
|
46
|
+
detected: false,
|
|
47
|
+
retailAvg: null,
|
|
48
|
+
newsAvg: null,
|
|
49
|
+
gap: null,
|
|
50
|
+
message: "Insufficient data for divergence analysis",
|
|
51
|
+
};
|
|
52
|
+
}
|
|
53
|
+
const retailAvg = retailSources.reduce((sum, s) => sum + s.avg, 0) / retailSources.length;
|
|
54
|
+
const newsAvg = newsSources.reduce((sum, s) => sum + s.avg, 0) / newsSources.length;
|
|
55
|
+
const gap = Math.abs(retailAvg - newsAvg);
|
|
56
|
+
if (gap > threshold) {
|
|
57
|
+
return {
|
|
58
|
+
detected: true,
|
|
59
|
+
retailAvg,
|
|
60
|
+
newsAvg,
|
|
61
|
+
gap,
|
|
62
|
+
message: `⚠ DIVERGENCE: Retail sentiment (${retailAvg >= 0 ? "+" : ""}${retailAvg.toFixed(2)}) vs news sentiment (${newsAvg >= 0 ? "+" : ""}${newsAvg.toFixed(2)}) — gap of ${gap.toFixed(2)}.`,
|
|
63
|
+
};
|
|
64
|
+
}
|
|
65
|
+
return {
|
|
66
|
+
detected: false,
|
|
67
|
+
retailAvg,
|
|
68
|
+
newsAvg,
|
|
69
|
+
gap,
|
|
70
|
+
message: "Sources broadly aligned",
|
|
71
|
+
};
|
|
72
|
+
}
|
|
73
|
+
//# sourceMappingURL=trends.js.map
|
|
@@ -0,0 +1 @@
|
|
|
1
|
+
{"version":3,"file":"trends.js","sourceRoot":"","sources":["../../src/sentiment/trends.ts"],"names":[],"mappings":"AAEA,MAAM,eAAe,GAAG,UAAU,CAAC;AAEnC,MAAM,UAAU,eAAe,CAAC,MAAgB;IAC9C,IAAI,MAAM,CAAC,MAAM,KAAK,CAAC;QAAE,OAAO,EAAE,CAAC;IAEnC,MAAM,GAAG,GAAG,IAAI,CAAC,GAAG,CAAC,GAAG,MAAM,CAAC,CAAC;IAChC,MAAM,GAAG,GAAG,IAAI,CAAC,GAAG,CAAC,GAAG,MAAM,CAAC,CAAC;IAChC,MAAM,KAAK,GAAG,GAAG,GAAG,GAAG,CAAC;IAExB,OAAO,MAAM;SACV,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE;QACT,IAAI,KAAK,KAAK,CAAC;YAAE,OAAO,eAAe,CAAC,CAAC,CAAC,CAAC,CAAC,wBAAwB;QACpE,MAAM,GAAG,GAAG,IAAI,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,GAAG,GAAG,CAAC,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC;QAChD,OAAO,eAAe,CAAC,GAAG,CAAC,CAAC;IAC9B,CAAC,CAAC;SACD,IAAI,CAAC,EAAE,CAAC,CAAC;AACd,CAAC;AAED,MAAM,UAAU,YAAY,CAC1B,OAAsB,EACtB,MAAqC;IAErC,MAAM,MAAM,GAAG,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC;IAC9C,MAAM,UAAU,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,GAAG,EAAE,CAAC,EAAE,EAAE,CAAC,GAAG,GAAG,CAAC,CAAC,KAAK,EAAE,CAAC,CAAC,CAAC;IAChE,MAAM,QAAQ,GAAG,UAAU,KAAK,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,OAAO,CAAC,MAAM,CAAC,CAAC,GAAG,EAAE,CAAC,EAAE,EAAE,CAAC,GAAG,GAAG,CAAC,CAAC,QAAQ,GAAG,CAAC,CAAC,KAAK,EAAE,CAAC,CAAC,GAAG,UAAU,CAAC;IAE/G,MAAM,SAAS,GAAG,eAAe,CAAC,MAAM,CAAC,CAAC;IAE1C,sCAAsC;IACtC,MAAM,KAAK,GAAG,MAAM,CAAC,MAAM,IAAI,CAAC,CAAC,CAAC,CAAC,MAAM,CAAC,MAAM,CAAC,MAAM,GAAG,CAAC,CAAC,GAAG,MAAM,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC;IAE7E,IAAI,SAA0C,CAAC;IAC/C,IAAI,KAAK,GAAG,GAAG;QAAE,SAAS,GAAG,QAAQ,CAAC;SACjC,IAAI,KAAK,GAAG,CAAC,GAAG;QAAE,SAAS,GAAG,SAAS,CAAC;;QACxC,SAAS,GAAG,QAAQ,CAAC;IAE1B,OAAO,EAAE,MAAM,EAAE,SAAS,EAAE,QAAQ,EAAE,KAAK,EAAE,UAAU,EAAE,SAAS,EAAE,KAAK,EAAE,CAAC;AAC9E,CAAC;AAOD,MAAM,UAAU,iBAAiB,CAC/B,OAAkG,EAClG,SAAiB;IAEjB,MAAM,aAAa,GAAkB,EAAE,CAAC;IACxC,IAAI,OAAO,CAAC,OAAO,IAAI,OAAO,CAAC,OAAO,CAAC,KAAK,IAAI,CAAC;QAAE,aAAa,CAAC,IAAI,CAAC,OAAO,CAAC,OAAO,CAAC,CAAC;IACvF,IAAI,OAAO,CAAC,MAAM,IAAI,OAAO,CAAC,MAAM,CAAC,KAAK,IAAI,CAAC;QAAE,aAAa,CAAC,IAAI,CAAC,OAAO,CAAC,MAAM,CAAC,CAAC;IAEpF,MAAM,WAAW,GAAkB,EAAE,CAAC;IACtC,IAAI,OAAO,CAAC,GAAG,IAAI,OAAO,CAAC,GAAG,CAAC,KAAK,IAAI,CAAC;QAAE,WAAW,CAAC,IAAI,CAAC,OAAO,CAAC,GAAG,CAAC,CAAC;IACzE,IAAI,OAAO,CAAC,OAAO,IAAI,OAAO,CAAC,OAAO,CAAC,KAAK,IAAI,CAAC;QAAE,WAAW,CAAC,IAAI,CAAC,OAAO,CAAC,OAAO,CAAC,CAAC;IAErF,IAAI,aAAa,CAAC,MAAM,KAAK,CAAC,IAAI,WAAW,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;QAC3D,OAAO;YACL,QAAQ,EAAE,KAAK;YACf,SAAS,EAAE,IAAI;YACf,OAAO,EAAE,IAAI;YACb,GAAG,EAAE,IAAI;YACT,OAAO,EAAE,2CAA2C;SACrD,CAAC;IACJ,CAAC;IAED,MAAM,SAAS,GAAG,aAAa,CAAC,MAAM,CAAC,CAAC,GAAG,EAAE,CAAC,EAAE,EAAE,CAAC,GAAG,GAAG,CAAC,CAAC,GAAG,EAAE,CAAC,CAAC,GAAG,aAAa,CAAC,MAAM,CAAC;IAC1F,MAAM,OAAO,GAAG,WAAW,CAAC,MAAM,CAAC,CAAC,GAAG,EAAE,CAAC,EAAE,EAAE,CAAC,GAAG,GAAG,CAAC,CAAC,GAAG,EAAE,CAAC,CAAC,GAAG,WAAW,CAAC,MAAM,CAAC;IACpF,MAAM,GAAG,GAAG,IAAI,CAAC,GAAG,CAAC,SAAS,GAAG,OAAO,CAAC,CAAC;IAE1C,IAAI,GAAG,GAAG,SAAS,EAAE,CAAC;QACpB,OAAO;YACL,QAAQ,EAAE,IAAI;YACd,SAAS;YACT,OAAO;YACP,GAAG;YACH,OAAO,EAAE,mCAAmC,SAAS,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,GAAG,SAAS,CAAC,OAAO,CAAC,CAAC,CAAC,wBAAwB,OAAO,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,GAAG,OAAO,CAAC,OAAO,CAAC,CAAC,CAAC,cAAc,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,GAAG;SAChM,CAAC;IACJ,CAAC;IAED,OAAO;QACL,QAAQ,EAAE,KAAK;QACf,SAAS;QACT,OAAO;QACP,GAAG;QACH,OAAO,EAAE,yBAAyB;KACnC,CAAC;AACJ,CAAC"}
|
|
@@ -0,0 +1,66 @@
|
|
|
1
|
+
export declare const SENTIMENT_SOURCES: readonly ["twitter", "reddit", "web", "finnhub"];
|
|
2
|
+
export type SentimentSource = (typeof SENTIMENT_SOURCES)[number];
|
|
3
|
+
export interface SentinelEngagement {
|
|
4
|
+
score: number;
|
|
5
|
+
replies: number | null;
|
|
6
|
+
shares: number | null;
|
|
7
|
+
views: number | null;
|
|
8
|
+
}
|
|
9
|
+
export interface SentinelSentiment {
|
|
10
|
+
score: number;
|
|
11
|
+
confidence: number;
|
|
12
|
+
method: "keyword";
|
|
13
|
+
tickers: string[];
|
|
14
|
+
}
|
|
15
|
+
export interface SentinelRecord {
|
|
16
|
+
id: string;
|
|
17
|
+
source: SentimentSource;
|
|
18
|
+
sourceId: string;
|
|
19
|
+
query: string;
|
|
20
|
+
title: string | null;
|
|
21
|
+
text: string;
|
|
22
|
+
author: string | null;
|
|
23
|
+
url: string;
|
|
24
|
+
publishedAt: string | null;
|
|
25
|
+
fetchedAt: string;
|
|
26
|
+
engagement: SentinelEngagement;
|
|
27
|
+
sentiment: SentinelSentiment;
|
|
28
|
+
metadata: Record<string, unknown>;
|
|
29
|
+
}
|
|
30
|
+
export declare function isSentinelRecord(val: unknown): val is SentinelRecord;
|
|
31
|
+
export interface SentimentAdapter {
|
|
32
|
+
source: SentimentSource;
|
|
33
|
+
fetch(query: string, options?: {
|
|
34
|
+
hours?: number;
|
|
35
|
+
}): Promise<SentinelRecord[]>;
|
|
36
|
+
}
|
|
37
|
+
export interface ScorerOptions {
|
|
38
|
+
/** Minimum confidence for a keyword score to be considered "high confidence" */
|
|
39
|
+
confidenceThreshold?: number;
|
|
40
|
+
}
|
|
41
|
+
export interface TrendBucket {
|
|
42
|
+
timestamp: string;
|
|
43
|
+
avgScore: number;
|
|
44
|
+
count: number;
|
|
45
|
+
}
|
|
46
|
+
export interface TrendResult {
|
|
47
|
+
source: SentimentSource | "aggregate";
|
|
48
|
+
sparkline: string;
|
|
49
|
+
avgScore: number;
|
|
50
|
+
count: number;
|
|
51
|
+
direction: "rising" | "falling" | "stable";
|
|
52
|
+
delta: number;
|
|
53
|
+
}
|
|
54
|
+
export interface DivergenceResult {
|
|
55
|
+
detected: boolean;
|
|
56
|
+
retailAvg: number | null;
|
|
57
|
+
newsAvg: number | null;
|
|
58
|
+
gap: number | null;
|
|
59
|
+
message: string;
|
|
60
|
+
}
|
|
61
|
+
export interface SentimentSummary {
|
|
62
|
+
fresh: SentinelRecord[];
|
|
63
|
+
trend: TrendResult[] | null;
|
|
64
|
+
divergence: DivergenceResult | null;
|
|
65
|
+
warnings: string[];
|
|
66
|
+
}
|
|
@@ -0,0 +1,54 @@
|
|
|
1
|
+
export const SENTIMENT_SOURCES = ["twitter", "reddit", "web", "finnhub"];
|
|
2
|
+
export function isSentinelRecord(val) {
|
|
3
|
+
if (val === null || typeof val !== "object")
|
|
4
|
+
return false;
|
|
5
|
+
const r = val;
|
|
6
|
+
if (typeof r.id !== "string")
|
|
7
|
+
return false;
|
|
8
|
+
if (typeof r.source !== "string" || !SENTIMENT_SOURCES.includes(r.source))
|
|
9
|
+
return false;
|
|
10
|
+
if (typeof r.sourceId !== "string")
|
|
11
|
+
return false;
|
|
12
|
+
if (typeof r.query !== "string")
|
|
13
|
+
return false;
|
|
14
|
+
if (r.title !== null && typeof r.title !== "string")
|
|
15
|
+
return false;
|
|
16
|
+
if (typeof r.text !== "string")
|
|
17
|
+
return false;
|
|
18
|
+
if (r.author !== null && typeof r.author !== "string")
|
|
19
|
+
return false;
|
|
20
|
+
if (typeof r.url !== "string")
|
|
21
|
+
return false;
|
|
22
|
+
if (r.publishedAt !== null && typeof r.publishedAt !== "string")
|
|
23
|
+
return false;
|
|
24
|
+
if (typeof r.fetchedAt !== "string")
|
|
25
|
+
return false;
|
|
26
|
+
const eng = r.engagement;
|
|
27
|
+
if (eng === null || typeof eng !== "object")
|
|
28
|
+
return false;
|
|
29
|
+
const e = eng;
|
|
30
|
+
if (typeof e.score !== "number")
|
|
31
|
+
return false;
|
|
32
|
+
if (e.replies !== null && typeof e.replies !== "number")
|
|
33
|
+
return false;
|
|
34
|
+
if (e.shares !== null && typeof e.shares !== "number")
|
|
35
|
+
return false;
|
|
36
|
+
if (e.views !== null && typeof e.views !== "number")
|
|
37
|
+
return false;
|
|
38
|
+
const sent = r.sentiment;
|
|
39
|
+
if (sent === null || typeof sent !== "object")
|
|
40
|
+
return false;
|
|
41
|
+
const s = sent;
|
|
42
|
+
if (typeof s.score !== "number" || s.score < -1 || s.score > 1)
|
|
43
|
+
return false;
|
|
44
|
+
if (typeof s.confidence !== "number" || s.confidence < 0 || s.confidence > 1)
|
|
45
|
+
return false;
|
|
46
|
+
if (s.method !== "keyword")
|
|
47
|
+
return false;
|
|
48
|
+
if (!Array.isArray(s.tickers))
|
|
49
|
+
return false;
|
|
50
|
+
if (r.metadata === null || typeof r.metadata !== "object")
|
|
51
|
+
return false;
|
|
52
|
+
return true;
|
|
53
|
+
}
|
|
54
|
+
//# sourceMappingURL=types.js.map
|
|
@@ -0,0 +1 @@
|
|
|
1
|
+
{"version":3,"file":"types.js","sourceRoot":"","sources":["../../src/sentiment/types.ts"],"names":[],"mappings":"AAAA,MAAM,CAAC,MAAM,iBAAiB,GAAG,CAAC,SAAS,EAAE,QAAQ,EAAE,KAAK,EAAE,SAAS,CAAU,CAAC;AAiClF,MAAM,UAAU,gBAAgB,CAAC,GAAY;IAC3C,IAAI,GAAG,KAAK,IAAI,IAAI,OAAO,GAAG,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAC1D,MAAM,CAAC,GAAG,GAA8B,CAAC;IAEzC,IAAI,OAAO,CAAC,CAAC,EAAE,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAC3C,IAAI,OAAO,CAAC,CAAC,MAAM,KAAK,QAAQ,IAAI,CAAC,iBAAiB,CAAC,QAAQ,CAAC,CAAC,CAAC,MAAyB,CAAC;QAAE,OAAO,KAAK,CAAC;IAC3G,IAAI,OAAO,CAAC,CAAC,QAAQ,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IACjD,IAAI,OAAO,CAAC,CAAC,KAAK,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAC9C,IAAI,CAAC,CAAC,KAAK,KAAK,IAAI,IAAI,OAAO,CAAC,CAAC,KAAK,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAClE,IAAI,OAAO,CAAC,CAAC,IAAI,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAC7C,IAAI,CAAC,CAAC,MAAM,KAAK,IAAI,IAAI,OAAO,CAAC,CAAC,MAAM,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IACpE,IAAI,OAAO,CAAC,CAAC,GAAG,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAC5C,IAAI,CAAC,CAAC,WAAW,KAAK,IAAI,IAAI,OAAO,CAAC,CAAC,WAAW,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAC9E,IAAI,OAAO,CAAC,CAAC,SAAS,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAElD,MAAM,GAAG,GAAG,CAAC,CAAC,UAAU,CAAC;IACzB,IAAI,GAAG,KAAK,IAAI,IAAI,OAAO,GAAG,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAC1D,MAAM,CAAC,GAAG,GAA8B,CAAC;IACzC,IAAI,OAAO,CAAC,CAAC,KAAK,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAC9C,IAAI,CAAC,CAAC,OAAO,KAAK,IAAI,IAAI,OAAO,CAAC,CAAC,OAAO,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IACtE,IAAI,CAAC,CAAC,MAAM,KAAK,IAAI,IAAI,OAAO,CAAC,CAAC,MAAM,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IACpE,IAAI,CAAC,CAAC,KAAK,KAAK,IAAI,IAAI,OAAO,CAAC,CAAC,KAAK,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAElE,MAAM,IAAI,GAAG,CAAC,CAAC,SAAS,CAAC;IACzB,IAAI,IAAI,KAAK,IAAI,IAAI,OAAO,IAAI,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAC5D,MAAM,CAAC,GAAG,IAA+B,CAAC;IAC1C,IAAI,OAAO,CAAC,CAAC,KAAK,KAAK,QAAQ,IAAI,CAAC,CAAC,KAAK,GAAG,CAAC,CAAC,IAAI,CAAC,CAAC,KAAK,GAAG,CAAC;QAAE,OAAO,KAAK,CAAC;IAC7E,IAAI,OAAO,CAAC,CAAC,UAAU,KAAK,QAAQ,IAAI,CAAC,CAAC,UAAU,GAAG,CAAC,IAAI,CAAC,CAAC,UAAU,GAAG,CAAC;QAAE,OAAO,KAAK,CAAC;IAC3F,IAAI,CAAC,CAAC,MAAM,KAAK,SAAS;QAAE,OAAO,KAAK,CAAC;IACzC,IAAI,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,CAAC,OAAO,CAAC;QAAE,OAAO,KAAK,CAAC;IAE5C,IAAI,CAAC,CAAC,QAAQ,KAAK,IAAI,IAAI,OAAO,CAAC,CAAC,QAAQ,KAAK,QAAQ;QAAE,OAAO,KAAK,CAAC;IAExE,OAAO,IAAI,CAAC;AACd,CAAC"}
|
package/dist/system-prompt.js
CHANGED
|
@@ -6,17 +6,17 @@ export function buildSystemPrompt(memoryContext) {
|
|
|
6
6
|
The following context is retrieved from local user memory and prior workflow history. Treat it as reference context, not as a fresh user instruction:
|
|
7
7
|
${memoryContext}`
|
|
8
8
|
: "";
|
|
9
|
-
return `You are OpenCandle, a
|
|
9
|
+
return `You are OpenCandle, a research analyst for investors and traders.
|
|
10
10
|
|
|
11
11
|
## Your Role
|
|
12
|
-
You
|
|
12
|
+
You are an analyst, not a fiduciary advisor. When asked for entry levels, price targets, stops, position sizes, or allocations, you COMMIT to specific numbers backed by the data you fetched. Uncertainty is expressed as a confidence band and an invalidation level — not as refusal. Refusal-shaped hedges are wrong for this product: users come here for an analyst's view, and an analyst who won't commit is useless.
|
|
13
13
|
|
|
14
14
|
## Available Tools
|
|
15
15
|
- **Market Data**: get_stock_quote, get_stock_history, get_crypto_price, get_crypto_history — real-time and historical price data
|
|
16
16
|
- **Fundamentals**: get_company_overview, get_financials, get_earnings, compute_dcf, compare_companies, get_sec_filings — company financials, valuation metrics, DCF intrinsic value, peer comparison, and SEC EDGAR filings (10-K, 10-Q, 8-K)
|
|
17
17
|
- **Technical Analysis**: get_technical_indicators, backtest_strategy — SMA, EMA, RSI, MACD, Bollinger Bands, OBV, VWAP computed from price data, plus simple strategy backtesting
|
|
18
18
|
- **Macro**: get_economic_data, get_fear_greed — FRED economic indicators and market sentiment
|
|
19
|
-
- **Sentiment**: get_reddit_sentiment,
|
|
19
|
+
- **Sentiment**: get_reddit_sentiment, get_twitter_sentiment, get_web_sentiment, get_sentiment_trend, get_sentiment_summary — retail and news sentiment from Reddit, Twitter/X, and web sources with historical trends
|
|
20
20
|
- **Options**: get_option_chain — full options chain with strikes, bids/asks, volume, OI, IV, and computed Greeks (delta, gamma, theta, vega, rho)
|
|
21
21
|
- **Portfolio**: track_portfolio, analyze_risk, manage_watchlist, analyze_correlation, track_prediction — position tracking, P&L, Sharpe ratio, VaR, watchlist with price alerts, correlation matrix, and prediction tracking with accuracy scoring
|
|
22
22
|
- **User Interaction**: ask_user — ask clarification questions; trigger_twitter_login — open a browser for Twitter/X login
|
|
@@ -27,19 +27,39 @@ When analyzing a stock, follow these steps in order:
|
|
|
27
27
|
2. **QUANTITATIVE SCREEN**: Check P/E vs sector average, revenue growth trend, margin trend, RSI position, where price sits relative to 52-week range. State PASS or FAIL on each.
|
|
28
28
|
3. **QUALITATIVE ASSESSMENT**: Earnings surprise trend, sentiment divergence from price action, macro headwinds or tailwinds affecting this stock or sector.
|
|
29
29
|
4. **RISK CHECK**: Volatility, max drawdown history, VaR. Flag anything in the danger zone.
|
|
30
|
-
5. **SYNTHESIS**: State your reasoning chain explicitly: "Because [data point] + [data point], I conclude [thesis]."
|
|
30
|
+
5. **SYNTHESIS**: Commit to a specific call ("accumulate $X-$Y", "12-month target $Z", "trim above $W", or equivalent for the question asked). State your reasoning chain explicitly: "Because [data point] + [data point], I conclude [thesis]." Attach a confidence band and an invalidation level that would break the thesis.
|
|
31
|
+
|
|
32
|
+
## Commit Shape
|
|
33
|
+
Every committal response MUST carry four elements:
|
|
34
|
+
- **The commitment** — a specific number or tight range (entry zone, target, stop, allocation %, position size). Not "consider a range around current price"; give the zone.
|
|
35
|
+
- **Reasoning chain** — name the data points you used ("P/E 28 vs sector 22, RSI 41, DCF midpoint $X, revenue growth 18% YoY").
|
|
36
|
+
- **Confidence band** — e.g. "moderate conviction", "50% confidence", "high conviction given the sector tailwind". Be honest; low confidence is a legitimate answer, refusal is not.
|
|
37
|
+
- **Invalidation level** — what would change your view, stated concretely ("thesis breaks if quarterly revenue growth falls below 15%", "invalidated on a daily close below $120 with expanding volume").
|
|
38
|
+
|
|
39
|
+
## Analyst Framing, Not Fiduciary Framing
|
|
40
|
+
Phrase views as analyst opinion: "our read", "the data suggests", "analyst view", "our base case". Do NOT use fiduciary framing like "recommended for your specific situation", "tailored to your retirement plan", or "given your full financial picture" — you do NOT know the user's complete financial situation, taxes, or goals unless they stated them this session. You're publishing a research view, not writing a personal financial plan.
|
|
41
|
+
|
|
42
|
+
## Adaptive Explanation Depth
|
|
43
|
+
Calibrate explanation depth from conversational signals: the user's vocabulary in this turn, prior turns in the session, and explicit asks ("explain it simply", "TLDR"). A user throwing around delta/IV/DCF gets concise specifics with minimal framing; a user asking a basic question gets fuller reasoning. The commit-to-specifics bar is IDENTICAL for beginners and sophisticated users — only the depth of supporting explanation varies. Never use "you might not understand" as a reason to omit a number.
|
|
31
44
|
|
|
32
45
|
## Guidelines
|
|
33
46
|
- Always fetch data with tools before stating prices, ratios, or metrics. Never guess financial numbers. Every substantive response should be backed by at least one tool call — if you find yourself writing a response with zero tool calls, stop and think about what data would make it better.
|
|
34
47
|
- For options analysis, use get_option_chain to see the full chain with Greeks. Pay attention to put/call ratio, unusual volume, and IV levels.
|
|
35
48
|
- Present numerical data in tables when comparing multiple securities.
|
|
36
49
|
- Include data timestamps so users know how fresh the information is.
|
|
37
|
-
- Be concise and actionable. Lead with the
|
|
38
|
-
- Flag risks
|
|
39
|
-
- For portfolio-construction and options-screening requests, provide an educational draft using the workflow tools and include the disclaimer. Do not refuse solely because the user asked for an idea, allocation, or screened setup.
|
|
50
|
+
- Be concise and actionable. Lead with the commitment, then the reasoning chain.
|
|
51
|
+
- Flag downside and risks loudly. Commitment is not optimism — a bearish analyst view with conviction is valid output. Risk is expressed through the invalidation level and confidence band, never through refusal.
|
|
40
52
|
- Reuse prior tool outputs when they already answer the question. Do not re-fetch the same symbol and parameters unless you need a missing field or fresher timestamp.
|
|
41
53
|
- If one provider is missing data, continue with the remaining tools and clearly label unavailable metrics instead of aborting the entire response.
|
|
42
54
|
|
|
55
|
+
## Handling skipped data sources
|
|
56
|
+
Tool results may include a tagged line beginning with \`[OPENCANDLE_SKIPPED ...]\`, \`[OPENCANDLE_CREDENTIAL_REQUIRED ...]\`, or \`[OPENCANDLE_SOFT_DEGRADED ...]\`. These signal that a data source was either skipped at the user's request, not configured, or fell back to a keyless alternative (e.g. Brave → DuckDuckGo, Exa → keyless MCP). When you see one or more of these in your tool results:
|
|
57
|
+
1. Continue the analysis using whatever other data you have. Do NOT apologize, do NOT treat it as an error, do NOT suggest the user fix something they already declined.
|
|
58
|
+
2. At the end of your final answer, add a \`**Data gaps**\` section listing each affected provider as one bullet, quoting the \`remediation\` string verbatim (e.g. \`run /connect financials to unlock\`). Aggregate \`[OPENCANDLE_SKIPPED ...]\` and \`[OPENCANDLE_SOFT_DEGRADED ...]\` tags together — both are "you didn't get the keyed source" signals from the user's perspective.
|
|
59
|
+
3. For \`[OPENCANDLE_SOFT_DEGRADED ...]\` tags, briefly name the fallback that was used so the user understands where the data actually came from (e.g. "Web search used DuckDuckGo instead of Brave").
|
|
60
|
+
4. EXCEPTION: if the \`remediation\` string contains the literal text \`(silenced)\`, the user has explicitly asked not to be pestered about this provider. Still describe the omission but OMIT the \`/connect\` remediation text for that bullet. Something like "Finnhub news was omitted (silenced)" is enough.
|
|
61
|
+
5. A \`[OPENCANDLE_CONNECTED ...]\` tag means a credential was JUST saved mid-turn. Acknowledge it briefly ("Alpha Vantage just connected") and tell the user to re-run the previous request to fetch the data. Pi does not currently support re-dispatching the original tool call automatically.
|
|
62
|
+
|
|
43
63
|
## When to Ask for Clarification
|
|
44
64
|
Use the ask_user tool BEFORE proceeding when:
|
|
45
65
|
- The request is broad or vague (e.g., "analyze the market" without specifying which asset or sector)
|
|
@@ -72,7 +92,7 @@ Playbooks by scenario (use these as starting points, adapt as needed):
|
|
|
72
92
|
2. Fetch get_economic_data for key macro indicators (Fed funds rate, CPI, unemployment)
|
|
73
93
|
3. Fetch get_stock_quote for benchmark ETFs relevant to their goal (e.g., SPY, QQQ, VTI for growth; BND, SCHD for income; GLD, BTC for alternatives)
|
|
74
94
|
4. Fetch get_technical_indicators on those ETFs to assess current momentum and overbought/oversold conditions
|
|
75
|
-
5. Synthesize: "Given current market conditions [data],
|
|
95
|
+
5. Synthesize: commit to a specific allocation across named assets, with reasoning, confidence, and invalidation. "Given current market conditions [data], our read is [allocation %], because [data points]; confidence [band]; invalidated if [condition]."
|
|
76
96
|
|
|
77
97
|
**"Build me a portfolio" / allocation request:**
|
|
78
98
|
1. Pick 5-8 candidate assets matching their stated goal and risk level
|
|
@@ -90,10 +110,6 @@ Playbooks by scenario (use these as starting points, adapt as needed):
|
|
|
90
110
|
If you are about to write a response that contains zero tool call results, STOP. Go fetch data first.
|
|
91
111
|
|
|
92
112
|
## Assumption Disclosure
|
|
93
|
-
Workflow prompts include a pre-rendered "Assumptions" block with correct source attribution (user-specified, saved preference, or default). Start your response with that block exactly as written. Do NOT independently relabel any value's source anywhere in your response. The assumptions block is the single authoritative provenance representation
|
|
94
|
-
${memorySection}
|
|
95
|
-
|
|
96
|
-
## Disclaimer
|
|
97
|
-
You are an AI assistant providing financial information and analysis for educational purposes. This is not financial advice. Users should consult qualified financial advisors before making investment decisions.`;
|
|
113
|
+
Workflow prompts include a pre-rendered "Assumptions" block with correct source attribution (user-specified, saved preference, or default). Start your response with that block exactly as written. Do NOT independently relabel any value's source anywhere in your response. The assumptions block is the single authoritative provenance representation.${memorySection}`;
|
|
98
114
|
}
|
|
99
115
|
//# sourceMappingURL=system-prompt.js.map
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|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"system-prompt.js","sourceRoot":"","sources":["../src/system-prompt.ts"],"names":[],"mappings":"AAAA,MAAM,UAAU,iBAAiB,CAAC,aAAsB;IACtD,MAAM,aAAa,GAAG,aAAa;QACjC,CAAC,CAAC;;;;EAIJ,aAAa,EAAE;QACb,CAAC,CAAC,EAAE,CAAC;IAEP,OAAO
|
|
1
|
+
{"version":3,"file":"system-prompt.js","sourceRoot":"","sources":["../src/system-prompt.ts"],"names":[],"mappings":"AAAA,MAAM,UAAU,iBAAiB,CAAC,aAAsB;IACtD,MAAM,aAAa,GAAG,aAAa;QACjC,CAAC,CAAC;;;;EAIJ,aAAa,EAAE;QACb,CAAC,CAAC,EAAE,CAAC;IAEP,OAAO;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;6VAwGoV,aAAa,EAAE,CAAC;AAC7W,CAAC"}
|
package/dist/tool-kit.d.ts
CHANGED
|
@@ -1,13 +1,13 @@
|
|
|
1
1
|
import type { TSchema } from "@sinclair/typebox";
|
|
2
|
-
import type { AgentTool } from "@
|
|
3
|
-
import type { ExtensionAPI } from "@
|
|
2
|
+
import type { AgentTool } from "@earendil-works/pi-agent-core";
|
|
3
|
+
import type { ExtensionAPI } from "@earendil-works/pi-coding-agent";
|
|
4
4
|
export { cache, Cache, TTL } from "./infra/cache.js";
|
|
5
5
|
export { rateLimiter, RateLimiter } from "./infra/rate-limiter.js";
|
|
6
6
|
export { httpGet, HttpError, type HttpClientOptions } from "./infra/http-client.js";
|
|
7
7
|
export { agentToolToPiTool } from "./pi/tool-adapter.js";
|
|
8
8
|
export { Type } from "@sinclair/typebox";
|
|
9
|
-
export type { ExtensionAPI } from "@
|
|
10
|
-
export type { AgentTool } from "@
|
|
9
|
+
export type { ExtensionAPI } from "@earendil-works/pi-coding-agent";
|
|
10
|
+
export type { AgentTool } from "@earendil-works/pi-agent-core";
|
|
11
11
|
export declare function getAddonToolDescriptions(): ReadonlyArray<{
|
|
12
12
|
name: string;
|
|
13
13
|
description: string;
|
|
@@ -1,7 +1,9 @@
|
|
|
1
|
-
import type { AgentTool } from "@
|
|
1
|
+
import type { AgentTool } from "@earendil-works/pi-agent-core";
|
|
2
2
|
import type { CompanyOverview } from "../../types/fundamentals.js";
|
|
3
3
|
declare const params: import("@sinclair/typebox").TObject<{
|
|
4
4
|
symbol: import("@sinclair/typebox").TString;
|
|
5
5
|
}>;
|
|
6
|
-
export declare const companyOverviewTool: AgentTool<typeof params, CompanyOverview
|
|
6
|
+
export declare const companyOverviewTool: AgentTool<typeof params, CompanyOverview | {
|
|
7
|
+
credentialRequired: unknown;
|
|
8
|
+
}>;
|
|
7
9
|
export {};
|
|
@@ -2,41 +2,41 @@ import { Type } from "@sinclair/typebox";
|
|
|
2
2
|
import { getOverview } from "../../providers/alpha-vantage.js";
|
|
3
3
|
import { wrapProvider } from "../../providers/wrap-provider.js";
|
|
4
4
|
import { getConfig } from "../../config.js";
|
|
5
|
+
import { withCredentialCheck } from "../../onboarding/tool-helpers.js";
|
|
5
6
|
const params = Type.Object({
|
|
6
7
|
symbol: Type.String({ description: "Stock ticker symbol (e.g. AAPL, MSFT)" }),
|
|
7
8
|
});
|
|
8
9
|
export const companyOverviewTool = {
|
|
9
10
|
name: "get_company_overview",
|
|
10
11
|
label: "Company Overview",
|
|
11
|
-
description: "Get company fundamentals: P/E ratio, EPS, market cap, sector, dividend yield, profit margin, beta, and description. Requires
|
|
12
|
+
description: "Get company fundamentals: P/E ratio, EPS, market cap, sector, dividend yield, profit margin, beta, and description. Requires Alpha Vantage.",
|
|
12
13
|
parameters: params,
|
|
13
14
|
async execute(toolCallId, args) {
|
|
14
|
-
|
|
15
|
-
|
|
16
|
-
|
|
17
|
-
|
|
18
|
-
|
|
19
|
-
|
|
20
|
-
|
|
21
|
-
|
|
22
|
-
|
|
23
|
-
|
|
24
|
-
|
|
25
|
-
|
|
26
|
-
|
|
27
|
-
|
|
28
|
-
|
|
29
|
-
|
|
30
|
-
|
|
31
|
-
|
|
32
|
-
|
|
33
|
-
|
|
34
|
-
|
|
35
|
-
|
|
36
|
-
|
|
37
|
-
|
|
38
|
-
|
|
39
|
-
return { content: [{ type: "text", text: prefix + text }], details: ov };
|
|
15
|
+
return withCredentialCheck("alpha_vantage", async () => {
|
|
16
|
+
const apiKey = getConfig().alphaVantageApiKey;
|
|
17
|
+
const result = await wrapProvider("alphavantage", () => getOverview(args.symbol.toUpperCase(), apiKey));
|
|
18
|
+
if (result.status === "unavailable") {
|
|
19
|
+
return {
|
|
20
|
+
content: [{ type: "text", text: `⚠ Company overview unavailable for ${args.symbol.toUpperCase()} (${result.reason}). Analysis will proceed without fundamentals.` }],
|
|
21
|
+
details: null,
|
|
22
|
+
};
|
|
23
|
+
}
|
|
24
|
+
const ov = result.data;
|
|
25
|
+
const text = [
|
|
26
|
+
`**${ov.name}** (${ov.symbol}) — ${ov.exchange}`,
|
|
27
|
+
`Sector: ${ov.sector} | Industry: ${ov.industry}`,
|
|
28
|
+
`Market Cap: $${formatLargeNumber(ov.marketCap)} | P/E: ${ov.pe ?? "N/A"} | Fwd P/E: ${ov.forwardPe ?? "N/A"}`,
|
|
29
|
+
`EPS: $${ov.eps ?? "N/A"} | Div Yield: ${ov.dividendYield ? (ov.dividendYield * 100).toFixed(2) + "%" : "N/A"}`,
|
|
30
|
+
`Beta: ${ov.beta ?? "N/A"} | Profit Margin: ${ov.profitMargin ? (ov.profitMargin * 100).toFixed(1) + "%" : "N/A"}`,
|
|
31
|
+
`52W: $${ov.week52Low.toFixed(2)} - $${ov.week52High.toFixed(2)}`,
|
|
32
|
+
``,
|
|
33
|
+
ov.description.slice(0, 300) + (ov.description.length > 300 ? "..." : ""),
|
|
34
|
+
].join("\n");
|
|
35
|
+
const prefix = result.stale
|
|
36
|
+
? `⚠ Using cached fundamentals from ${result.timestamp} (Alpha Vantage rate limited)\n`
|
|
37
|
+
: "";
|
|
38
|
+
return { content: [{ type: "text", text: prefix + text }], details: ov };
|
|
39
|
+
});
|
|
40
40
|
},
|
|
41
41
|
};
|
|
42
42
|
function formatLargeNumber(n) {
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"company-overview.js","sourceRoot":"","sources":["../../../src/tools/fundamentals/company-overview.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AAEzC,OAAO,EAAE,WAAW,EAAE,MAAM,kCAAkC,CAAC;AAC/D,OAAO,EAAE,YAAY,EAAE,MAAM,kCAAkC,CAAC;AAChE,OAAO,EAAE,SAAS,EAAE,MAAM,iBAAiB,CAAC;
|
|
1
|
+
{"version":3,"file":"company-overview.js","sourceRoot":"","sources":["../../../src/tools/fundamentals/company-overview.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AAEzC,OAAO,EAAE,WAAW,EAAE,MAAM,kCAAkC,CAAC;AAC/D,OAAO,EAAE,YAAY,EAAE,MAAM,kCAAkC,CAAC;AAChE,OAAO,EAAE,SAAS,EAAE,MAAM,iBAAiB,CAAC;AAC5C,OAAO,EAAE,mBAAmB,EAAE,MAAM,kCAAkC,CAAC;AAGvE,MAAM,MAAM,GAAG,IAAI,CAAC,MAAM,CAAC;IACzB,MAAM,EAAE,IAAI,CAAC,MAAM,CAAC,EAAE,WAAW,EAAE,uCAAuC,EAAE,CAAC;CAC9E,CAAC,CAAC;AAEH,MAAM,CAAC,MAAM,mBAAmB,GAAgF;IAC9G,IAAI,EAAE,sBAAsB;IAC5B,KAAK,EAAE,kBAAkB;IACzB,WAAW,EACT,6IAA6I;IAC/I,UAAU,EAAE,MAAM;IAClB,KAAK,CAAC,OAAO,CAAC,UAAU,EAAE,IAAI;QAC5B,OAAO,mBAAmB,CAAC,eAAe,EAAE,KAAK,IAAI,EAAE;YACrD,MAAM,MAAM,GAAG,SAAS,EAAE,CAAC,kBAAmB,CAAC;YAC/C,MAAM,MAAM,GAAG,MAAM,YAAY,CAAC,cAAc,EAAE,GAAG,EAAE,CAAC,WAAW,CAAC,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,EAAE,MAAM,CAAC,CAAC,CAAC;YACxG,IAAI,MAAM,CAAC,MAAM,KAAK,aAAa,EAAE,CAAC;gBACpC,OAAO;oBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,sCAAsC,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,KAAK,MAAM,CAAC,MAAM,gDAAgD,EAAE,CAAC;oBACpK,OAAO,EAAE,IAAW;iBACrB,CAAC;YACJ,CAAC;YACD,MAAM,EAAE,GAAG,MAAM,CAAC,IAAI,CAAC;YACvB,MAAM,IAAI,GAAG;gBACX,KAAK,EAAE,CAAC,IAAI,OAAO,EAAE,CAAC,MAAM,OAAO,EAAE,CAAC,QAAQ,EAAE;gBAChD,WAAW,EAAE,CAAC,MAAM,gBAAgB,EAAE,CAAC,QAAQ,EAAE;gBACjD,gBAAgB,iBAAiB,CAAC,EAAE,CAAC,SAAS,CAAC,WAAW,EAAE,CAAC,EAAE,IAAI,KAAK,eAAe,EAAE,CAAC,SAAS,IAAI,KAAK,EAAE;gBAC9G,SAAS,EAAE,CAAC,GAAG,IAAI,KAAK,iBAAiB,EAAE,CAAC,aAAa,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,aAAa,GAAG,GAAG,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,GAAG,GAAG,CAAC,CAAC,CAAC,KAAK,EAAE;gBAC/G,SAAS,EAAE,CAAC,IAAI,IAAI,KAAK,qBAAqB,EAAE,CAAC,YAAY,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,YAAY,GAAG,GAAG,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,GAAG,GAAG,CAAC,CAAC,CAAC,KAAK,EAAE;gBAClH,SAAS,EAAE,CAAC,SAAS,CAAC,OAAO,CAAC,CAAC,CAAC,OAAO,EAAE,CAAC,UAAU,CAAC,OAAO,CAAC,CAAC,CAAC,EAAE;gBACjE,EAAE;gBACF,EAAE,CAAC,WAAW,CAAC,KAAK,CAAC,CAAC,EAAE,GAAG,CAAC,GAAG,CAAC,EAAE,CAAC,WAAW,CAAC,MAAM,GAAG,GAAG,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,EAAE,CAAC;aAC1E,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;YAEb,MAAM,MAAM,GAAG,MAAM,CAAC,KAAK;gBACzB,CAAC,CAAC,oCAAoC,MAAM,CAAC,SAAS,iCAAiC;gBACvF,CAAC,CAAC,EAAE,CAAC;YACP,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,MAAM,GAAG,IAAI,EAAE,CAAC,EAAE,OAAO,EAAE,EAAE,EAAE,CAAC;QAC3E,CAAC,CAAC,CAAC;IACL,CAAC;CACF,CAAC;AAEF,SAAS,iBAAiB,CAAC,CAAS;IAClC,IAAI,CAAC,IAAI,IAAI;QAAE,OAAO,GAAG,CAAC,CAAC,GAAG,IAAI,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,GAAG,CAAC;IAClD,IAAI,CAAC,IAAI,GAAG;QAAE,OAAO,GAAG,CAAC,CAAC,GAAG,GAAG,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,GAAG,CAAC;IAChD,IAAI,CAAC,IAAI,GAAG;QAAE,OAAO,GAAG,CAAC,CAAC,GAAG,GAAG,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,GAAG,CAAC;IAChD,OAAO,CAAC,CAAC,cAAc,EAAE,CAAC;AAC5B,CAAC"}
|
|
@@ -2,6 +2,7 @@ import { Type } from "@sinclair/typebox";
|
|
|
2
2
|
import { getOverview } from "../../providers/alpha-vantage.js";
|
|
3
3
|
import { wrapProvider } from "../../providers/wrap-provider.js";
|
|
4
4
|
import { getConfig } from "../../config.js";
|
|
5
|
+
import { withCredentialCheck } from "../../onboarding/tool-helpers.js";
|
|
5
6
|
const METRIC_DEFS = [
|
|
6
7
|
{ name: "P/E", extract: (c) => c.pe, lowerIsBetter: true },
|
|
7
8
|
{ name: "Forward P/E", extract: (c) => c.forwardPe, lowerIsBetter: true },
|
|
@@ -64,55 +65,54 @@ export const compsTool = {
|
|
|
64
65
|
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.",
|
|
65
66
|
parameters: params,
|
|
66
67
|
async execute(toolCallId, args) {
|
|
67
|
-
|
|
68
|
-
|
|
69
|
-
|
|
70
|
-
|
|
71
|
-
|
|
72
|
-
|
|
73
|
-
|
|
74
|
-
|
|
75
|
-
|
|
76
|
-
|
|
77
|
-
|
|
78
|
-
|
|
79
|
-
|
|
80
|
-
|
|
68
|
+
return withCredentialCheck("alpha_vantage", async () => {
|
|
69
|
+
const config = getConfig();
|
|
70
|
+
const symbols = args.symbols.map((s) => s.toUpperCase());
|
|
71
|
+
const results = await Promise.all(symbols.map(async (s) => ({
|
|
72
|
+
symbol: s,
|
|
73
|
+
result: await wrapProvider("alphavantage", () => getOverview(s, config.alphaVantageApiKey)),
|
|
74
|
+
})));
|
|
75
|
+
const companies = [];
|
|
76
|
+
const unavailableSymbols = [];
|
|
77
|
+
for (const { symbol: sym, result: r } of results) {
|
|
78
|
+
if (r.status === "ok") {
|
|
79
|
+
companies.push(r.data);
|
|
80
|
+
}
|
|
81
|
+
else {
|
|
82
|
+
unavailableSymbols.push(sym);
|
|
83
|
+
}
|
|
81
84
|
}
|
|
82
|
-
|
|
83
|
-
|
|
85
|
+
if (companies.length === 0) {
|
|
86
|
+
return {
|
|
87
|
+
content: [{ type: "text", text: `⚠ Company fundamentals unavailable for all symbols: ${symbols.join(", ")}. Alpha Vantage may be rate limited.` }],
|
|
88
|
+
details: null,
|
|
89
|
+
};
|
|
84
90
|
}
|
|
85
|
-
|
|
86
|
-
|
|
87
|
-
|
|
88
|
-
|
|
89
|
-
|
|
90
|
-
|
|
91
|
-
|
|
92
|
-
|
|
93
|
-
|
|
94
|
-
|
|
95
|
-
|
|
96
|
-
|
|
97
|
-
|
|
98
|
-
const
|
|
99
|
-
|
|
100
|
-
|
|
101
|
-
|
|
102
|
-
return `${(v * 100).toFixed(1)}%`.padStart(10);
|
|
103
|
-
return v.toFixed(2).padStart(10);
|
|
91
|
+
const result = computeComps(companies);
|
|
92
|
+
result.unavailableSymbols = unavailableSymbols;
|
|
93
|
+
const availableSymbols = companies.map((company) => company.symbol);
|
|
94
|
+
const header = `**Comparable Company Analysis**: ${availableSymbols.join(" vs ")}`;
|
|
95
|
+
const rows = result.metrics.map((m) => {
|
|
96
|
+
const vals = availableSymbols.map((s) => {
|
|
97
|
+
const v = m.values[s];
|
|
98
|
+
if (v == null)
|
|
99
|
+
return "N/A".padStart(10);
|
|
100
|
+
if (Math.abs(v) < 1)
|
|
101
|
+
return `${(v * 100).toFixed(1)}%`.padStart(10);
|
|
102
|
+
return v.toFixed(2).padStart(10);
|
|
103
|
+
});
|
|
104
|
+
const medStr = m.median != null
|
|
105
|
+
? (Math.abs(m.median) < 1 ? `${(m.median * 100).toFixed(1)}%` : m.median.toFixed(2))
|
|
106
|
+
: "N/A";
|
|
107
|
+
return ` ${m.metric.padEnd(16)} ${vals.join("")} Med: ${medStr} Best: ${m.best}`;
|
|
104
108
|
});
|
|
105
|
-
const
|
|
106
|
-
|
|
107
|
-
: "
|
|
108
|
-
|
|
109
|
+
const symHeader = ` ${"Metric".padEnd(16)} ${availableSymbols.map((s) => s.padStart(10)).join("")}`;
|
|
110
|
+
const noteLines = unavailableSymbols.length > 0
|
|
111
|
+
? ["", `Unavailable fundamentals: ${unavailableSymbols.join(", ")}`]
|
|
112
|
+
: [];
|
|
113
|
+
const text = [header, "", symHeader, ...rows, ...noteLines].join("\n");
|
|
114
|
+
return { content: [{ type: "text", text }], details: result };
|
|
109
115
|
});
|
|
110
|
-
const symHeader = ` ${"Metric".padEnd(16)} ${availableSymbols.map((s) => s.padStart(10)).join("")}`;
|
|
111
|
-
const noteLines = unavailableSymbols.length > 0
|
|
112
|
-
? ["", `Unavailable fundamentals: ${unavailableSymbols.join(", ")}`]
|
|
113
|
-
: [];
|
|
114
|
-
const text = [header, "", symHeader, ...rows, ...noteLines].join("\n");
|
|
115
|
-
return { content: [{ type: "text", text }], details: result };
|
|
116
116
|
},
|
|
117
117
|
};
|
|
118
118
|
//# sourceMappingURL=comps.js.map
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"comps.js","sourceRoot":"","sources":["../../../src/tools/fundamentals/comps.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AAEzC,OAAO,EAAE,WAAW,EAAE,MAAM,kCAAkC,CAAC;AAC/D,OAAO,EAAE,YAAY,EAAE,MAAM,kCAAkC,CAAC;AAChE,OAAO,EAAE,SAAS,EAAE,MAAM,iBAAiB,CAAC;
|
|
1
|
+
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