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.
Files changed (401) hide show
  1. package/README.md +110 -87
  2. package/assets/logo.svg +187 -0
  3. package/dist/analysts/orchestrator.js +1 -2
  4. package/dist/analysts/orchestrator.js.map +1 -1
  5. package/dist/cli.d.ts +1 -1
  6. package/dist/cli.js +38 -2
  7. package/dist/cli.js.map +1 -1
  8. package/dist/config.d.ts +34 -5
  9. package/dist/config.js +29 -8
  10. package/dist/config.js.map +1 -1
  11. package/dist/infra/browser.d.ts +10 -0
  12. package/dist/infra/browser.js +1 -0
  13. package/dist/infra/browser.js.map +1 -1
  14. package/dist/infra/cache.d.ts +4 -0
  15. package/dist/infra/cache.js +4 -0
  16. package/dist/infra/cache.js.map +1 -1
  17. package/dist/infra/native-dependencies.d.ts +1 -0
  18. package/dist/infra/native-dependencies.js +10 -0
  19. package/dist/infra/native-dependencies.js.map +1 -0
  20. package/dist/infra/node-version.d.ts +2 -0
  21. package/dist/infra/node-version.js +23 -0
  22. package/dist/infra/node-version.js.map +1 -0
  23. package/dist/infra/rate-limiter.js +6 -0
  24. package/dist/infra/rate-limiter.js.map +1 -1
  25. package/dist/memory/index.d.ts +2 -0
  26. package/dist/memory/index.js +1 -0
  27. package/dist/memory/index.js.map +1 -1
  28. package/dist/memory/sqlite.js +42 -4
  29. package/dist/memory/sqlite.js.map +1 -1
  30. package/dist/memory/storage.d.ts +6 -0
  31. package/dist/memory/storage.js +3 -3
  32. package/dist/memory/storage.js.map +1 -1
  33. package/dist/memory/tool-defaults.d.ts +8 -0
  34. package/dist/memory/tool-defaults.js +59 -0
  35. package/dist/memory/tool-defaults.js.map +1 -0
  36. package/dist/onboarding/connect.d.ts +35 -0
  37. package/dist/onboarding/connect.js +118 -0
  38. package/dist/onboarding/connect.js.map +1 -0
  39. package/dist/onboarding/credential-interceptor.d.ts +44 -0
  40. package/dist/onboarding/credential-interceptor.js +72 -0
  41. package/dist/onboarding/credential-interceptor.js.map +1 -0
  42. package/dist/onboarding/degradation-accumulator.d.ts +21 -0
  43. package/dist/onboarding/degradation-accumulator.js +55 -0
  44. package/dist/onboarding/degradation-accumulator.js.map +1 -0
  45. package/dist/onboarding/prompt-user.d.ts +23 -0
  46. package/dist/onboarding/prompt-user.js +61 -0
  47. package/dist/onboarding/prompt-user.js.map +1 -0
  48. package/dist/onboarding/providers.d.ts +116 -0
  49. package/dist/onboarding/providers.js +239 -0
  50. package/dist/onboarding/providers.js.map +1 -0
  51. package/dist/onboarding/state.d.ts +31 -2
  52. package/dist/onboarding/state.js +141 -13
  53. package/dist/onboarding/state.js.map +1 -1
  54. package/dist/onboarding/tool-helpers.d.ts +34 -0
  55. package/dist/onboarding/tool-helpers.js +80 -0
  56. package/dist/onboarding/tool-helpers.js.map +1 -0
  57. package/dist/onboarding/tool-tags.d.ts +37 -0
  58. package/dist/onboarding/tool-tags.js +149 -0
  59. package/dist/onboarding/tool-tags.js.map +1 -0
  60. package/dist/onboarding/validation.d.ts +19 -0
  61. package/dist/onboarding/validation.js +117 -0
  62. package/dist/onboarding/validation.js.map +1 -0
  63. package/dist/pi/opencandle-extension.d.ts +7 -1
  64. package/dist/pi/opencandle-extension.js +488 -13
  65. package/dist/pi/opencandle-extension.js.map +1 -1
  66. package/dist/pi/session-storage.d.ts +2 -0
  67. package/dist/pi/session-storage.js +5 -0
  68. package/dist/pi/session-storage.js.map +1 -0
  69. package/dist/pi/session.d.ts +4 -1
  70. package/dist/pi/session.js +25 -3
  71. package/dist/pi/session.js.map +1 -1
  72. package/dist/pi/setup.d.ts +1 -2
  73. package/dist/pi/setup.js +67 -120
  74. package/dist/pi/setup.js.map +1 -1
  75. package/dist/pi/tool-adapter.d.ts +2 -2
  76. package/dist/pi/tool-adapter.js +14 -1
  77. package/dist/pi/tool-adapter.js.map +1 -1
  78. package/dist/prompts/context-builder.d.ts +22 -0
  79. package/dist/prompts/context-builder.js +47 -11
  80. package/dist/prompts/context-builder.js.map +1 -1
  81. package/dist/prompts/disclaimer.d.ts +6 -0
  82. package/dist/prompts/disclaimer.js +9 -0
  83. package/dist/prompts/disclaimer.js.map +1 -0
  84. package/dist/prompts/workflow-prompts.d.ts +8 -0
  85. package/dist/prompts/workflow-prompts.js +39 -5
  86. package/dist/prompts/workflow-prompts.js.map +1 -1
  87. package/dist/providers/alpha-vantage.js +20 -1
  88. package/dist/providers/alpha-vantage.js.map +1 -1
  89. package/dist/providers/exa-search.d.ts +39 -0
  90. package/dist/providers/exa-search.js +276 -0
  91. package/dist/providers/exa-search.js.map +1 -0
  92. package/dist/providers/finnhub.d.ts +17 -0
  93. package/dist/providers/finnhub.js +94 -0
  94. package/dist/providers/finnhub.js.map +1 -0
  95. package/dist/providers/fred.js +13 -1
  96. package/dist/providers/fred.js.map +1 -1
  97. package/dist/providers/index.d.ts +2 -0
  98. package/dist/providers/index.js +1 -0
  99. package/dist/providers/index.js.map +1 -1
  100. package/dist/providers/provider-credential-error.d.ts +8 -0
  101. package/dist/providers/provider-credential-error.js +22 -0
  102. package/dist/providers/provider-credential-error.js.map +1 -0
  103. package/dist/providers/reddit.d.ts +8 -0
  104. package/dist/providers/reddit.js +36 -9
  105. package/dist/providers/reddit.js.map +1 -1
  106. package/dist/providers/twitter.js +2 -8
  107. package/dist/providers/twitter.js.map +1 -1
  108. package/dist/providers/web-search.d.ts +17 -0
  109. package/dist/providers/web-search.js +224 -0
  110. package/dist/providers/web-search.js.map +1 -0
  111. package/dist/providers/wrap-provider.d.ts +7 -0
  112. package/dist/providers/wrap-provider.js +15 -0
  113. package/dist/providers/wrap-provider.js.map +1 -1
  114. package/dist/providers/yahoo-finance.js +70 -33
  115. package/dist/providers/yahoo-finance.js.map +1 -1
  116. package/dist/routing/classify-intent.js +22 -0
  117. package/dist/routing/classify-intent.js.map +1 -1
  118. package/dist/routing/defaults.js +1 -1
  119. package/dist/routing/defaults.js.map +1 -1
  120. package/dist/routing/index.d.ts +4 -0
  121. package/dist/routing/index.js +3 -0
  122. package/dist/routing/index.js.map +1 -1
  123. package/dist/routing/router-llm-client.d.ts +11 -0
  124. package/dist/routing/router-llm-client.js +42 -0
  125. package/dist/routing/router-llm-client.js.map +1 -0
  126. package/dist/routing/router-prompt.d.ts +2 -0
  127. package/dist/routing/router-prompt.js +138 -0
  128. package/dist/routing/router-prompt.js.map +1 -0
  129. package/dist/routing/router-types.d.ts +62 -0
  130. package/dist/routing/router-types.js +2 -0
  131. package/dist/routing/router-types.js.map +1 -0
  132. package/dist/routing/router.d.ts +10 -0
  133. package/dist/routing/router.js +194 -0
  134. package/dist/routing/router.js.map +1 -0
  135. package/dist/runtime/session-coordinator.d.ts +63 -4
  136. package/dist/runtime/session-coordinator.js +155 -4
  137. package/dist/runtime/session-coordinator.js.map +1 -1
  138. package/dist/runtime/tool-defaults-wrapper.d.ts +3 -0
  139. package/dist/runtime/tool-defaults-wrapper.js +25 -0
  140. package/dist/runtime/tool-defaults-wrapper.js.map +1 -0
  141. package/dist/sentiment/adapters/finnhub.d.ts +7 -0
  142. package/dist/sentiment/adapters/finnhub.js +39 -0
  143. package/dist/sentiment/adapters/finnhub.js.map +1 -0
  144. package/dist/sentiment/adapters/reddit.d.ts +11 -0
  145. package/dist/sentiment/adapters/reddit.js +54 -0
  146. package/dist/sentiment/adapters/reddit.js.map +1 -0
  147. package/dist/sentiment/adapters/twitter.d.ts +9 -0
  148. package/dist/sentiment/adapters/twitter.js +32 -0
  149. package/dist/sentiment/adapters/twitter.js.map +1 -0
  150. package/dist/sentiment/adapters/web.d.ts +9 -0
  151. package/dist/sentiment/adapters/web.js +40 -0
  152. package/dist/sentiment/adapters/web.js.map +1 -0
  153. package/dist/sentiment/index.d.ts +16 -0
  154. package/dist/sentiment/index.js +44 -0
  155. package/dist/sentiment/index.js.map +1 -0
  156. package/dist/sentiment/keywords.d.ts +2 -0
  157. package/dist/sentiment/keywords.js +9 -0
  158. package/dist/sentiment/keywords.js.map +1 -0
  159. package/dist/sentiment/pipeline.d.ts +9 -0
  160. package/dist/sentiment/pipeline.js +57 -0
  161. package/dist/sentiment/pipeline.js.map +1 -0
  162. package/dist/sentiment/scorer.d.ts +9 -0
  163. package/dist/sentiment/scorer.js +64 -0
  164. package/dist/sentiment/scorer.js.map +1 -0
  165. package/dist/sentiment/store.d.ts +24 -0
  166. package/dist/sentiment/store.js +182 -0
  167. package/dist/sentiment/store.js.map +1 -0
  168. package/dist/sentiment/trends.d.ts +13 -0
  169. package/dist/sentiment/trends.js +73 -0
  170. package/dist/sentiment/trends.js.map +1 -0
  171. package/dist/sentiment/types.d.ts +66 -0
  172. package/dist/sentiment/types.js +54 -0
  173. package/dist/sentiment/types.js.map +1 -0
  174. package/dist/system-prompt.js +29 -13
  175. package/dist/system-prompt.js.map +1 -1
  176. package/dist/tool-kit.d.ts +4 -4
  177. package/dist/tools/fundamentals/company-overview.d.ts +4 -2
  178. package/dist/tools/fundamentals/company-overview.js +27 -27
  179. package/dist/tools/fundamentals/company-overview.js.map +1 -1
  180. package/dist/tools/fundamentals/comps.d.ts +1 -1
  181. package/dist/tools/fundamentals/comps.js +45 -45
  182. package/dist/tools/fundamentals/comps.js.map +1 -1
  183. package/dist/tools/fundamentals/dcf.d.ts +1 -1
  184. package/dist/tools/fundamentals/dcf.js +82 -82
  185. package/dist/tools/fundamentals/dcf.js.map +1 -1
  186. package/dist/tools/fundamentals/earnings.d.ts +4 -2
  187. package/dist/tools/fundamentals/earnings.js +25 -25
  188. package/dist/tools/fundamentals/earnings.js.map +1 -1
  189. package/dist/tools/fundamentals/financials.d.ts +4 -2
  190. package/dist/tools/fundamentals/financials.js +23 -23
  191. package/dist/tools/fundamentals/financials.js.map +1 -1
  192. package/dist/tools/fundamentals/sec-filings.d.ts +1 -1
  193. package/dist/tools/index.d.ts +28 -1
  194. package/dist/tools/index.js +35 -2
  195. package/dist/tools/index.js.map +1 -1
  196. package/dist/tools/interaction/ask-user.d.ts +1 -1
  197. package/dist/tools/interaction/ask-user.js +28 -64
  198. package/dist/tools/interaction/ask-user.js.map +1 -1
  199. package/dist/tools/interaction/twitter-login.d.ts +1 -1
  200. package/dist/tools/macro/fear-greed.d.ts +1 -1
  201. package/dist/tools/macro/fred-data.d.ts +4 -2
  202. package/dist/tools/macro/fred-data.js +26 -26
  203. package/dist/tools/macro/fred-data.js.map +1 -1
  204. package/dist/tools/market/crypto-history.d.ts +1 -1
  205. package/dist/tools/market/crypto-price.d.ts +1 -1
  206. package/dist/tools/market/search-ticker.d.ts +1 -1
  207. package/dist/tools/market/stock-history.d.ts +1 -1
  208. package/dist/tools/market/stock-quote.d.ts +1 -1
  209. package/dist/tools/options/option-chain.d.ts +1 -1
  210. package/dist/tools/options/option-chain.js +4 -1
  211. package/dist/tools/options/option-chain.js.map +1 -1
  212. package/dist/tools/portfolio/correlation.d.ts +1 -1
  213. package/dist/tools/portfolio/predictions.d.ts +1 -1
  214. package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
  215. package/dist/tools/portfolio/tracker.d.ts +1 -1
  216. package/dist/tools/portfolio/watchlist.d.ts +1 -1
  217. package/dist/tools/sentiment/reddit-sentiment.d.ts +4 -2
  218. package/dist/tools/sentiment/reddit-sentiment.js +107 -22
  219. package/dist/tools/sentiment/reddit-sentiment.js.map +1 -1
  220. package/dist/tools/sentiment/sentiment-summary.d.ts +7 -0
  221. package/dist/tools/sentiment/sentiment-summary.js +230 -0
  222. package/dist/tools/sentiment/sentiment-summary.js.map +1 -0
  223. package/dist/tools/sentiment/sentiment-trend.d.ts +22 -0
  224. package/dist/tools/sentiment/sentiment-trend.js +39 -0
  225. package/dist/tools/sentiment/sentiment-trend.js.map +1 -0
  226. package/dist/tools/sentiment/twitter-sentiment.d.ts +1 -1
  227. package/dist/tools/sentiment/twitter-sentiment.js +17 -0
  228. package/dist/tools/sentiment/twitter-sentiment.js.map +1 -1
  229. package/dist/tools/sentiment/web-search.d.ts +11 -0
  230. package/dist/tools/sentiment/web-search.js +115 -0
  231. package/dist/tools/sentiment/web-search.js.map +1 -0
  232. package/dist/tools/sentiment/web-sentiment.d.ts +8 -0
  233. package/dist/tools/sentiment/web-sentiment.js +66 -0
  234. package/dist/tools/sentiment/web-sentiment.js.map +1 -0
  235. package/dist/tools/technical/backtest.d.ts +1 -1
  236. package/dist/tools/technical/indicators.d.ts +1 -1
  237. package/dist/tools/technical/indicators.js +7 -1
  238. package/dist/tools/technical/indicators.js.map +1 -1
  239. package/dist/types/index.d.ts +1 -1
  240. package/dist/types/sentiment.d.ts +21 -0
  241. package/dist/workflows/options-screener.js +7 -2
  242. package/dist/workflows/options-screener.js.map +1 -1
  243. package/dist/workflows/portfolio-builder.js +3 -3
  244. package/dist/workflows/portfolio-builder.js.map +1 -1
  245. package/gui/server/background-quotes.ts +31 -0
  246. package/gui/server/chat-event-adapter.ts +142 -0
  247. package/gui/server/invoke-tool.ts +89 -0
  248. package/gui/server/live-chat-event-adapter.ts +181 -0
  249. package/gui/server/model-setup.ts +100 -0
  250. package/gui/server/package.json +5 -0
  251. package/gui/server/projector.ts +212 -0
  252. package/gui/server/server.ts +592 -0
  253. package/gui/server/session-actions.ts +31 -0
  254. package/gui/server/tool-metadata.ts +88 -0
  255. package/gui/server/websocket.ts +128 -0
  256. package/gui/server/writer-lock.ts +118 -0
  257. package/gui/shared/chat-events.ts +118 -0
  258. package/gui/shared/event-reducer.ts +186 -0
  259. package/gui/web/dist/assets/CatalogOverlay-D1ImSJTe.js +1 -0
  260. package/gui/web/dist/assets/index-DBrWq43L.css +1 -0
  261. package/gui/web/dist/assets/index-RflHaj0y.js +67 -0
  262. package/gui/web/dist/assets/logo-CWpt6Y2a.svg +187 -0
  263. package/gui/web/dist/index.html +17 -0
  264. package/package.json +62 -20
  265. package/src/analysts/contracts.ts +189 -0
  266. package/src/analysts/orchestrator.ts +300 -0
  267. package/src/cli.ts +205 -0
  268. package/src/config.ts +161 -0
  269. package/src/index.ts +5 -0
  270. package/src/infra/browser.ts +111 -0
  271. package/src/infra/cache.ts +103 -0
  272. package/src/infra/http-client.ts +68 -0
  273. package/src/infra/index.ts +18 -0
  274. package/src/infra/native-dependencies.ts +12 -0
  275. package/src/infra/node-version.ts +24 -0
  276. package/src/infra/open-url.ts +28 -0
  277. package/src/infra/opencandle-paths.ts +64 -0
  278. package/src/infra/rate-limiter.ts +64 -0
  279. package/src/memory/index.ts +10 -0
  280. package/src/memory/manager.ts +159 -0
  281. package/src/memory/preference-extractor.ts +106 -0
  282. package/src/memory/retrieval.ts +70 -0
  283. package/src/memory/sqlite.ts +172 -0
  284. package/src/memory/storage.ts +204 -0
  285. package/src/memory/tool-defaults.ts +87 -0
  286. package/src/memory/types.ts +67 -0
  287. package/src/onboarding/connect.ts +184 -0
  288. package/src/onboarding/credential-interceptor.ts +134 -0
  289. package/src/onboarding/degradation-accumulator.ts +79 -0
  290. package/src/onboarding/prompt-user.ts +85 -0
  291. package/src/onboarding/providers.ts +315 -0
  292. package/src/onboarding/state.ts +218 -0
  293. package/src/onboarding/tool-helpers.ts +111 -0
  294. package/src/onboarding/tool-tags.ts +201 -0
  295. package/src/onboarding/validation.ts +158 -0
  296. package/src/pi/opencandle-extension.ts +724 -0
  297. package/src/pi/session-storage.ts +5 -0
  298. package/src/pi/session.ts +81 -0
  299. package/src/pi/setup.ts +371 -0
  300. package/src/pi/tool-adapter.ts +36 -0
  301. package/src/prompts/context-builder.ts +204 -0
  302. package/src/prompts/disclaimer.ts +9 -0
  303. package/src/prompts/sections.ts +46 -0
  304. package/src/prompts/workflow-prompts.ts +279 -0
  305. package/src/providers/alpha-vantage.ts +292 -0
  306. package/src/providers/coingecko.ts +96 -0
  307. package/src/providers/exa-search.ts +373 -0
  308. package/src/providers/fear-greed.ts +45 -0
  309. package/src/providers/finnhub.ts +124 -0
  310. package/src/providers/fred.ts +83 -0
  311. package/src/providers/index.ts +9 -0
  312. package/src/providers/provider-credential-error.ts +23 -0
  313. package/src/providers/reddit.ts +151 -0
  314. package/src/providers/sec-edgar.ts +96 -0
  315. package/src/providers/twitter.ts +173 -0
  316. package/src/providers/web-search.ts +293 -0
  317. package/src/providers/with-fallback.ts +41 -0
  318. package/src/providers/wrap-provider.ts +64 -0
  319. package/src/providers/yahoo-finance.ts +367 -0
  320. package/src/routing/classify-intent.ts +194 -0
  321. package/src/routing/defaults.ts +29 -0
  322. package/src/routing/entity-extractor.ts +140 -0
  323. package/src/routing/index.ts +26 -0
  324. package/src/routing/router-llm-client.ts +51 -0
  325. package/src/routing/router-prompt.ts +159 -0
  326. package/src/routing/router-types.ts +66 -0
  327. package/src/routing/router.ts +213 -0
  328. package/src/routing/slot-resolver.ts +152 -0
  329. package/src/routing/types.ts +63 -0
  330. package/src/runtime/evidence.ts +77 -0
  331. package/src/runtime/index.ts +55 -0
  332. package/src/runtime/prompt-step.ts +75 -0
  333. package/src/runtime/provider-ids.ts +15 -0
  334. package/src/runtime/provider-tracker.ts +40 -0
  335. package/src/runtime/run-context.ts +22 -0
  336. package/src/runtime/session-coordinator.ts +406 -0
  337. package/src/runtime/tool-defaults-wrapper.ts +35 -0
  338. package/src/runtime/validation.ts +214 -0
  339. package/src/runtime/workflow-events.ts +75 -0
  340. package/src/runtime/workflow-runner.ts +188 -0
  341. package/src/runtime/workflow-types.ts +102 -0
  342. package/src/sentiment/adapters/finnhub.ts +44 -0
  343. package/src/sentiment/adapters/reddit.ts +65 -0
  344. package/src/sentiment/adapters/twitter.ts +36 -0
  345. package/src/sentiment/adapters/web.ts +44 -0
  346. package/src/sentiment/index.ts +58 -0
  347. package/src/sentiment/keywords.ts +9 -0
  348. package/src/sentiment/pipeline.ts +68 -0
  349. package/src/sentiment/scorer.ts +78 -0
  350. package/src/sentiment/store.ts +260 -0
  351. package/src/sentiment/trends.ts +90 -0
  352. package/src/sentiment/types.ts +108 -0
  353. package/src/system-prompt.ts +115 -0
  354. package/src/tool-kit.ts +68 -0
  355. package/src/tools/AGENTS.md +36 -0
  356. package/src/tools/fundamentals/company-overview.ts +54 -0
  357. package/src/tools/fundamentals/comps.ts +156 -0
  358. package/src/tools/fundamentals/dcf.ts +267 -0
  359. package/src/tools/fundamentals/earnings.ts +47 -0
  360. package/src/tools/fundamentals/financials.ts +54 -0
  361. package/src/tools/fundamentals/sec-filings.ts +61 -0
  362. package/src/tools/index.ts +88 -0
  363. package/src/tools/interaction/ask-user.ts +81 -0
  364. package/src/tools/interaction/twitter-login.ts +93 -0
  365. package/src/tools/macro/fear-greed.ts +41 -0
  366. package/src/tools/macro/fred-data.ts +54 -0
  367. package/src/tools/market/crypto-history.ts +51 -0
  368. package/src/tools/market/crypto-price.ts +53 -0
  369. package/src/tools/market/search-ticker.ts +53 -0
  370. package/src/tools/market/stock-history.ts +79 -0
  371. package/src/tools/market/stock-quote.ts +64 -0
  372. package/src/tools/options/greeks.ts +82 -0
  373. package/src/tools/options/option-chain.ts +91 -0
  374. package/src/tools/portfolio/correlation.ts +162 -0
  375. package/src/tools/portfolio/predictions.ts +253 -0
  376. package/src/tools/portfolio/risk-analysis.ts +134 -0
  377. package/src/tools/portfolio/tracker.ts +147 -0
  378. package/src/tools/portfolio/watchlist.ts +153 -0
  379. package/src/tools/sentiment/reddit-sentiment.ts +164 -0
  380. package/src/tools/sentiment/sentiment-summary.ts +256 -0
  381. package/src/tools/sentiment/sentiment-trend.ts +58 -0
  382. package/src/tools/sentiment/twitter-sentiment.ts +96 -0
  383. package/src/tools/sentiment/web-search.ts +150 -0
  384. package/src/tools/sentiment/web-sentiment.ts +76 -0
  385. package/src/tools/technical/backtest.ts +246 -0
  386. package/src/tools/technical/indicators.ts +258 -0
  387. package/src/types/fundamentals.ts +46 -0
  388. package/src/types/index.ts +20 -0
  389. package/src/types/macro.ts +27 -0
  390. package/src/types/market.ts +43 -0
  391. package/src/types/options.ts +35 -0
  392. package/src/types/portfolio.ts +41 -0
  393. package/src/types/sentiment.ts +70 -0
  394. package/src/workflows/compare-assets.ts +39 -0
  395. package/src/workflows/index.ts +4 -0
  396. package/src/workflows/options-screener.ts +49 -0
  397. package/src/workflows/portfolio-builder.ts +52 -0
  398. package/src/workflows/types.ts +4 -0
  399. package/dist/tools/sentiment/news-sentiment.d.ts +0 -7
  400. package/dist/tools/sentiment/news-sentiment.js +0 -55
  401. package/dist/tools/sentiment/news-sentiment.js.map +0 -1
@@ -0,0 +1,151 @@
1
+ import { httpGet } from "../infra/http-client.js";
2
+ import { cache, TTL, STALE_LIMIT } from "../infra/cache.js";
3
+ import { rateLimiter } from "../infra/rate-limiter.js";
4
+ import type { RedditSentimentResult } from "../types/sentiment.js";
5
+ import { BULLISH_TERMS, BEARISH_TERMS } from "../sentiment/keywords.js";
6
+
7
+ interface RedditListingResponse {
8
+ data: {
9
+ children: Array<{
10
+ data: {
11
+ id: string;
12
+ title: string;
13
+ selftext: string;
14
+ author: string;
15
+ score: number;
16
+ num_comments: number;
17
+ permalink: string;
18
+ created_utc: number;
19
+ };
20
+ }>;
21
+ };
22
+ }
23
+
24
+ const REDDIT_HEADERS = { "User-Agent": "OpenCandle/1.0 (financial analysis agent)" };
25
+
26
+ export async function getSubredditPosts(
27
+ subreddit: string,
28
+ limit: number = 25,
29
+ ): Promise<RedditSentimentResult> {
30
+ const cacheKey = `reddit:${subreddit}:${limit}`;
31
+ const cached = cache.get<RedditSentimentResult>(cacheKey);
32
+ if (cached) return cached;
33
+
34
+ try {
35
+ await rateLimiter.acquire("reddit");
36
+ const url = `https://www.reddit.com/r/${encodeURIComponent(subreddit)}/hot.json?limit=${limit}`;
37
+ const data = await httpGet<RedditListingResponse>(url, {
38
+ headers: REDDIT_HEADERS,
39
+ });
40
+
41
+ const posts = data.data.children.map((child) => ({
42
+ id: child.data.id,
43
+ title: child.data.title,
44
+ selftext: child.data.selftext ?? "",
45
+ author: child.data.author ?? "unknown",
46
+ score: child.data.score,
47
+ comments: child.data.num_comments,
48
+ url: `https://reddit.com${child.data.permalink}`,
49
+ created: new Date(child.data.created_utc * 1000).toISOString(),
50
+ }));
51
+
52
+ // Extract ticker-like mentions ($AAPL, $TSLA, etc.)
53
+ const tickerRegex = /\$([A-Z]{1,5})\b/g;
54
+ const mentionCounts = new Map<string, number>();
55
+ for (const post of posts) {
56
+ for (const match of post.title.matchAll(tickerRegex)) {
57
+ const ticker = match[1];
58
+ mentionCounts.set(ticker, (mentionCounts.get(ticker) ?? 0) + 1);
59
+ }
60
+ }
61
+ const topMentions = [...mentionCounts.entries()]
62
+ .sort((a, b) => b[1] - a[1])
63
+ .slice(0, 10)
64
+ .map(([ticker]) => ticker);
65
+
66
+ const sentiment = scoreSentiment(posts);
67
+
68
+ const result: RedditSentimentResult = {
69
+ subreddit,
70
+ postCount: posts.length,
71
+ posts,
72
+ topMentions,
73
+ sentimentScore: sentiment.score,
74
+ bullishCount: sentiment.bullish,
75
+ bearishCount: sentiment.bearish,
76
+ fetchedAt: new Date().toISOString(),
77
+ };
78
+
79
+ cache.set(cacheKey, result, TTL.SENTIMENT);
80
+ return result;
81
+ } catch (error) {
82
+ const stale = cache.getStale<RedditSentimentResult>(cacheKey, STALE_LIMIT.SENTIMENT);
83
+ if (stale) return stale.value;
84
+ throw error;
85
+ }
86
+ }
87
+
88
+ // ── Comment fetching ────────────────────────────────────
89
+
90
+ export interface RedditComment {
91
+ id: string;
92
+ body: string;
93
+ author: string;
94
+ score: number;
95
+ permalink: string;
96
+ }
97
+
98
+ const COMMENT_TTL = 30 * 60 * 1000; // 30 minutes
99
+
100
+ export async function getPostComments(
101
+ subreddit: string,
102
+ postId: string,
103
+ limit: number = 5,
104
+ ): Promise<RedditComment[]> {
105
+ const cacheKey = `reddit:comments:${subreddit}:${postId}:${limit}`;
106
+ const cached = cache.get<RedditComment[]>(cacheKey);
107
+ if (cached) return cached;
108
+
109
+ await rateLimiter.acquire("reddit_comments");
110
+ const url = `https://www.reddit.com/r/${encodeURIComponent(subreddit)}/comments/${postId}.json`;
111
+ const data = await httpGet<Array<{ data: { children: Array<{ kind: string; data: { id: string; body?: string; author?: string; score?: number; permalink?: string } }> } }>>(url, {
112
+ headers: REDDIT_HEADERS,
113
+ });
114
+
115
+ // Comments are in the second listing element
116
+ const commentListing = data[1]?.data?.children ?? [];
117
+ const comments: RedditComment[] = commentListing
118
+ .filter((c) => c.kind === "t1" && c.data.body)
119
+ .sort((a, b) => (b.data.score ?? 0) - (a.data.score ?? 0))
120
+ .slice(0, limit)
121
+ .map((c) => ({
122
+ id: c.data.id,
123
+ body: c.data.body!,
124
+ author: c.data.author ?? "unknown",
125
+ score: c.data.score ?? 0,
126
+ permalink: `https://reddit.com${c.data.permalink ?? ""}`,
127
+ }));
128
+
129
+ cache.set(cacheKey, comments, COMMENT_TTL);
130
+ return comments;
131
+ }
132
+
133
+ // ── Sentiment scoring ───────────────────────────────────
134
+
135
+ export function scoreSentiment(
136
+ posts: Array<{ title: string }>,
137
+ ): { score: number; bullish: number; bearish: number } {
138
+ let bullish = 0;
139
+ let bearish = 0;
140
+ for (const post of posts) {
141
+ const lower = post.title.toLowerCase();
142
+ bullish += BULLISH_TERMS.filter((t) => lower.includes(t)).length;
143
+ bearish += BEARISH_TERMS.filter((t) => lower.includes(t)).length;
144
+ }
145
+ const total = bullish + bearish;
146
+ return {
147
+ score: total === 0 ? 0 : (bullish - bearish) / total,
148
+ bullish,
149
+ bearish,
150
+ };
151
+ }
@@ -0,0 +1,96 @@
1
+ import { httpGet } from "../infra/http-client.js";
2
+ import { cache, TTL } from "../infra/cache.js";
3
+
4
+ const EFTS_BASE = "https://efts.sec.gov/LATEST/search-index";
5
+
6
+ export interface SECFiling {
7
+ formType: string;
8
+ filedDate: string;
9
+ periodOfReport: string;
10
+ entityName: string;
11
+ accessionNumber: string;
12
+ url: string;
13
+ }
14
+
15
+ interface EFTSResponse {
16
+ hits: {
17
+ hits: Array<{
18
+ _id: string;
19
+ _source: {
20
+ file_date: string;
21
+ form: string;
22
+ adsh: string;
23
+ display_names: string[];
24
+ period_ending: string;
25
+ ciks: string[];
26
+ };
27
+ }>;
28
+ };
29
+ }
30
+
31
+ export async function searchFilings(
32
+ ticker: string,
33
+ formTypes: string[] = ["10-K", "10-Q", "8-K"],
34
+ limit: number = 10,
35
+ ): Promise<SECFiling[]> {
36
+ const cacheKey = `sec:${ticker}:${formTypes.join(",")}:${limit}`;
37
+ const cached = cache.get<SECFiling[]>(cacheKey);
38
+ if (cached) return cached;
39
+
40
+ const params = new URLSearchParams({
41
+ q: ticker,
42
+ forms: formTypes.join(","),
43
+ dateRange: "custom",
44
+ startdt: getDateYearsAgo(3),
45
+ enddt: new Date().toISOString().split("T")[0],
46
+ from: "0",
47
+ size: String(limit),
48
+ });
49
+
50
+ const url = `${EFTS_BASE}?${params}`;
51
+ const data = await httpGet<EFTSResponse>(url, {
52
+ headers: { "User-Agent": "OpenCandle/1.0 (financial analysis agent)" },
53
+ });
54
+
55
+ // Deduplicate by accession number (EDGAR returns multiple hits per filing)
56
+ const seen = new Set<string>();
57
+ const filings: SECFiling[] = [];
58
+
59
+ for (const hit of data.hits?.hits ?? []) {
60
+ const src = hit._source;
61
+ const accession = src.adsh;
62
+ if (!accession || seen.has(accession)) continue;
63
+ seen.add(accession);
64
+
65
+ const cik = src.ciks?.[0] ?? "";
66
+ const displayName = src.display_names?.[0] ?? "";
67
+ // Extract entity name from display format: "APPLE INC (AAPL) (CIK 0000320193)"
68
+ const entityName = displayName.split("(")[0]?.trim() ?? displayName;
69
+
70
+ filings.push({
71
+ formType: src.form ?? "",
72
+ filedDate: src.file_date ?? "",
73
+ periodOfReport: src.period_ending ?? "",
74
+ entityName,
75
+ accessionNumber: accession,
76
+ url: buildEdgarUrl(cik, accession),
77
+ });
78
+
79
+ if (filings.length >= limit) break;
80
+ }
81
+
82
+ cache.set(cacheKey, filings, TTL.FUNDAMENTALS);
83
+ return filings;
84
+ }
85
+
86
+ function buildEdgarUrl(cik: string, accession: string): string {
87
+ const cikNum = cik.replace(/^0+/, "");
88
+ const accessionNoDash = accession.replace(/-/g, "");
89
+ return `https://www.sec.gov/Archives/edgar/data/${cikNum}/${accessionNoDash}/${accession}-index.htm`;
90
+ }
91
+
92
+ function getDateYearsAgo(years: number): string {
93
+ const d = new Date();
94
+ d.setFullYear(d.getFullYear() - years);
95
+ return d.toISOString().split("T")[0];
96
+ }
@@ -0,0 +1,173 @@
1
+ import { existsSync } from "node:fs";
2
+ import { join } from "node:path";
3
+ import Database from "better-sqlite3";
4
+ import { Scraper, SearchMode } from "@the-convocation/twitter-scraper";
5
+ import { cache, TTL, STALE_LIMIT } from "../infra/cache.js";
6
+ import { rateLimiter } from "../infra/rate-limiter.js";
7
+ import { getBrowserProfileDir } from "../infra/opencandle-paths.js";
8
+ import type { TwitterSentimentResult, TwitterTweet } from "../types/sentiment.js";
9
+
10
+ // ── Cookie extraction ────────────────────────────────────
11
+
12
+ interface FirefoxCookie {
13
+ name: string;
14
+ value: string;
15
+ domain: string;
16
+ path: string;
17
+ }
18
+
19
+ export function readTwitterCookies(profileDir: string): FirefoxCookie[] {
20
+ const dbPath = join(profileDir, "cookies.sqlite");
21
+ if (!existsSync(dbPath)) return [];
22
+
23
+ const db = new Database(dbPath, { readonly: true });
24
+ try {
25
+ const rows = db
26
+ .prepare(
27
+ `SELECT name, value, host AS domain, path FROM moz_cookies WHERE host LIKE ? OR host LIKE ?`,
28
+ )
29
+ .all("%x.com%", "%twitter.com%") as FirefoxCookie[];
30
+ return rows;
31
+ } finally {
32
+ db.close();
33
+ }
34
+ }
35
+
36
+ // ── Sentiment scoring ────────────────────────────────────
37
+
38
+ import { BULLISH_TERMS, BEARISH_TERMS } from "../sentiment/keywords.js";
39
+
40
+ export function scoreTwitterSentiment(
41
+ tweets: Array<{ text: string; likes: number; retweets: number }>,
42
+ ): { score: number; bullish: number; bearish: number } {
43
+ let bullishWeight = 0;
44
+ let bearishWeight = 0;
45
+ let bullishCount = 0;
46
+ let bearishCount = 0;
47
+
48
+ for (const tweet of tweets) {
49
+ const lower = tweet.text.toLowerCase();
50
+ const engagement = 1 + (tweet.likes ?? 0) + (tweet.retweets ?? 0);
51
+ const tweetBullish = BULLISH_TERMS.filter((t) => lower.includes(t)).length;
52
+ const tweetBearish = BEARISH_TERMS.filter((t) => lower.includes(t)).length;
53
+
54
+ bullishCount += tweetBullish;
55
+ bearishCount += tweetBearish;
56
+ bullishWeight += tweetBullish * engagement;
57
+ bearishWeight += tweetBearish * engagement;
58
+ }
59
+
60
+ const totalWeight = bullishWeight + bearishWeight;
61
+ return {
62
+ score: totalWeight === 0 ? 0 : (bullishWeight - bearishWeight) / totalWeight,
63
+ bullish: bullishCount,
64
+ bearish: bearishCount,
65
+ };
66
+ }
67
+
68
+ // ── Query normalization ──────────────────────────────────
69
+
70
+ export function normalizeQuery(query: string): string {
71
+ if (/^[A-Z]{1,5}$/.test(query)) return "$" + query;
72
+ return query;
73
+ }
74
+
75
+ // ── Main provider function ───────────────────────────────
76
+
77
+ export async function getTwitterSentiment(
78
+ query: string,
79
+ limit: number = 50,
80
+ hours: number = 24,
81
+ ): Promise<TwitterSentimentResult> {
82
+ const normalizedQuery = normalizeQuery(query);
83
+ const cacheKey = `twitter:${normalizedQuery}:${limit}:${hours}`;
84
+ const cached = cache.get<TwitterSentimentResult>(cacheKey);
85
+ if (cached) return cached;
86
+
87
+ await rateLimiter.acquire("twitter");
88
+
89
+ try {
90
+ const profileDir = getBrowserProfileDir();
91
+ const cookies = readTwitterCookies(profileDir);
92
+
93
+ const authToken = cookies.find((c) => c.name === "auth_token");
94
+ const ct0 = cookies.find((c) => c.name === "ct0");
95
+
96
+ if (!authToken || !ct0) {
97
+ throw new Error("No Twitter session found.");
98
+ }
99
+
100
+ const scraper = new Scraper();
101
+ const cookieStrings = cookies.map(
102
+ (c) => `${c.name}=${c.value}; Domain=${c.domain}; Path=${c.path}`,
103
+ );
104
+ await scraper.setCookies(cookieStrings);
105
+
106
+ const loggedIn = await scraper.isLoggedIn();
107
+ if (!loggedIn) {
108
+ throw new Error("Twitter session expired.");
109
+ }
110
+
111
+ const cutoff = new Date(Date.now() - hours * 3_600_000);
112
+ const tweets: TwitterTweet[] = [];
113
+ const results = scraper.searchTweets(normalizedQuery, limit, SearchMode.Latest);
114
+
115
+ for await (const tweet of results) {
116
+ const created = tweet.timeParsed ?? new Date(0);
117
+ if (created < cutoff) continue;
118
+
119
+ tweets.push({
120
+ id: tweet.id ?? "",
121
+ text: tweet.text?.slice(0, 280) ?? "",
122
+ author: tweet.username ?? "unknown",
123
+ likes: tweet.likes ?? 0,
124
+ retweets: tweet.retweets ?? 0,
125
+ replies: tweet.replies ?? 0,
126
+ views: tweet.views ?? null,
127
+ url: tweet.permanentUrl ?? "",
128
+ created: created.toISOString(),
129
+ });
130
+
131
+ if (tweets.length >= limit) break;
132
+ }
133
+
134
+ // Extract co-mentioned cashtags
135
+ const tickerRegex = /\$([A-Z]{1,5})\b/g;
136
+ const mentionCounts = new Map<string, number>();
137
+ // Exclude the searched ticker itself from co-mentions
138
+ const searchedTicker = normalizedQuery.startsWith("$")
139
+ ? normalizedQuery.slice(1)
140
+ : null;
141
+ for (const t of tweets) {
142
+ for (const match of t.text.matchAll(tickerRegex)) {
143
+ const ticker = match[1];
144
+ if (ticker === searchedTicker) continue;
145
+ mentionCounts.set(ticker, (mentionCounts.get(ticker) ?? 0) + 1);
146
+ }
147
+ }
148
+ const topMentions = [...mentionCounts.entries()]
149
+ .sort((a, b) => b[1] - a[1])
150
+ .slice(0, 10)
151
+ .map(([ticker]) => ticker);
152
+
153
+ const sentiment = scoreTwitterSentiment(tweets);
154
+
155
+ const result: TwitterSentimentResult = {
156
+ query: normalizedQuery,
157
+ tweetCount: tweets.length,
158
+ tweets,
159
+ sentimentScore: sentiment.score,
160
+ bullishCount: sentiment.bullish,
161
+ bearishCount: sentiment.bearish,
162
+ topMentions,
163
+ fetchedAt: new Date().toISOString(),
164
+ };
165
+
166
+ cache.set(cacheKey, result, TTL.SENTIMENT);
167
+ return result;
168
+ } catch (error) {
169
+ const stale = cache.getStale<TwitterSentimentResult>(cacheKey, STALE_LIMIT.SENTIMENT);
170
+ if (stale) return stale.value;
171
+ throw error;
172
+ }
173
+ }