opencandle 0.4.0 → 0.6.0

package/dist/routing/classify-intent.js.map

@@ -1 +1 @@
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package/dist/routing/defaults.d.ts

@@ -1,4 +1,4 @@
-import type { PortfolioSlots, OptionsScreenerSlots } from "./types.js";
+import type { OptionsScreenerSlots, PortfolioSlots } from "./types.js";
 export declare const PORTFOLIO_DEFAULTS: Omit<PortfolioSlots, "budget">;
 export declare const OPTIONS_SCREENER_DEFAULTS: Omit<OptionsScreenerSlots, "symbol" | "direction">;
 export declare function parseDteTarget(dteTarget: string): {

package/dist/routing/defaults.js

@@ -1,9 +1,9 @@
 export const PORTFOLIO_DEFAULTS = {
     riskProfile: "balanced",
     timeHorizon: "1y_plus",
-    assetScope: "mixed_etf_and_large_cap_equities",
-    positionCount: 4,
-    maxSinglePositionPct: 35,
+    assetScope: "diversified_etf_building_blocks",
+    positionCount: 6,
+    maxSinglePositionPct: 20,
 };
 export const OPTIONS_SCREENER_DEFAULTS = {
     dteTarget: "25_to_45_days",

package/dist/routing/defaults.js.map

@@ -1 +1 @@
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+{"version":3,"file":"defaults.js","sourceRoot":"","sources":["../../src/routing/defaults.ts"],"names":[],"mappings":"AAEA,MAAM,CAAC,MAAM,kBAAkB,GAAmC;IAChE,WAAW,EAAE,UAAU;IACvB,WAAW,EAAE,SAAS;IACtB,UAAU,EAAE,iCAAiC;IAC7C,aAAa,EAAE,CAAC;IAChB,oBAAoB,EAAE,EAAE;CACzB,CAAC;AAEF,MAAM,CAAC,MAAM,yBAAyB,GAAuD;IAC3F,SAAS,EAAE,eAAe;IAC1B,SAAS,EAAE,mCAAmC;IAC9C,mBAAmB,EAAE,qBAAqB;IAC1C,gBAAgB,EAAE,qCAAqC;CACxD,CAAC;AAEF,MAAM,UAAU,cAAc,CAAC,SAAiB;IAC9C,MAAM,UAAU,GAAG,SAAS,CAAC,KAAK,CAAC,uBAAuB,CAAC,CAAC;IAC5D,IAAI,UAAU,EAAE,CAAC;QACf,OAAO,EAAE,OAAO,EAAE,QAAQ,CAAC,UAAU,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,EAAE,OAAO,EAAE,QAAQ,CAAC,UAAU,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,EAAE,CAAC;IACxF,CAAC;IACD,MAAM,SAAS,GAAG,SAAS,CAAC,KAAK,CAAC,mBAAmB,CAAC,CAAC;IACvD,IAAI,SAAS,EAAE,CAAC;QACd,MAAM,GAAG,GAAG,QAAQ,CAAC,SAAS,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;QACvC,OAAO,EAAE,OAAO,EAAE,GAAG,EAAE,OAAO,EAAE,IAAI,CAAC,GAAG,CAAC,GAAG,EAAE,IAAI,CAAC,EAAE,CAAC;IACxD,CAAC;IACD,OAAO,IAAI,CAAC;AACd,CAAC"}

package/dist/routing/entity-extractor.d.ts

@@ -1,3 +1,5 @@
 import type { ExtractedEntities } from "./types.js";
 export declare function extractEntities(input: string): ExtractedEntities;
 export declare function extractBudget(input: string): number | undefined;
+export declare function isCurrencyCodeUsage(input: string, symbol: string): boolean;
+export declare function isAmbiguousConceptUsage(input: string, symbol: string): boolean;

package/dist/routing/entity-extractor.js

@@ -1,73 +1,346 @@
 const COMMON_WORDS = new Set([
-    "I", "A", "AN", "AM", "AS", "AT", "BE", "BY", "DO", "GO", "IF", "IN", "IS",
-    "IT", "ME", "MY", "NO", "OF", "ON", "OR", "SO", "TO", "UP", "US", "WE",
-    "THE", "AND", "BUT", "FOR", "NOT", "ALL", "ARE", "CAN", "HAD", "HAS", "HER",
-    "HIM", "HIS", "HOW", "ITS", "LET", "MAY", "NEW", "NOW", "OLD", "OUR", "OWN",
-    "SAY", "SHE", "TOO", "USE", "WAY", "WHO", "BOY", "DID", "GET", "HAS", "HIM",
-    "OUT", "PUT", "RUN", "SET", "TOP", "WHY", "BIG", "END", "FAR", "FEW",
-    "GOT", "LOW", "MAN", "OFF", "PAY", "TRY", "TWO", "BUY", "ETF", "ETFS",
+    "I",
+    "A",
+    "AN",
+    "AM",
+    "AS",
+    "AT",
+    "BE",
+    "BY",
+    "DO",
+    "GO",
+    "IF",
+    "IN",
+    "IS",
+    "IT",
+    "ME",
+    "MY",
+    "NO",
+    "OF",
+    "ON",
+    "OR",
+    "SO",
+    "TO",
+    "UP",
+    "US",
+    "WE",
+    "THE",
+    "AND",
+    "BUT",
+    "FOR",
+    "NOT",
+    "ALL",
+    "ARE",
+    "CAN",
+    "HAD",
+    "HAS",
+    "HER",
+    "HIM",
+    "HIS",
+    "HOW",
+    "ITS",
+    "LET",
+    "MAY",
+    "NEW",
+    "NOW",
+    "OLD",
+    "OUR",
+    "OWN",
+    "SAY",
+    "SHE",
+    "TOO",
+    "USE",
+    "WAY",
+    "WHO",
+    "BOY",
+    "DID",
+    "GET",
+    "HAS",
+    "HIM",
+    "OUT",
+    "PUT",
+    "RUN",
+    "SET",
+    "TOP",
+    "WHY",
+    "BIG",
+    "END",
+    "FAR",
+    "FEW",
+    "GOT",
+    "LOW",
+    "MAN",
+    "OFF",
+    "PAY",
+    "TRY",
+    "TWO",
+    "BUY",
+    "DOES",
+    "ETF",
+    "ETFS",
     // Technical analysis acronyms
-    "SMA", "EMA", "RSI", "MACD", "OBV", "ATR", "ADX", "VWAP",
+    "SMA",
+    "EMA",
+    "RSI",
+    "MACD",
+    "OBV",
+    "ATR",
+    "ADX",
+    "VWAP",
     // Fundamental analysis acronyms
-    "DCF", "FCF", "ROE", "ROA", "ROI", "EPS", "NAV", "WACC", "EBIT",
-    "BEST", "WHAT", "WITH", "THAT", "THIS", "FROM", "HAVE", "BEEN", "SOME",
-    "THEM", "THAN", "LIKE", "JUST", "OVER", "ALSO", "BACK", "MUCH", "MOST",
-    "ONLY", "VERY", "WHEN", "COME", "MAKE", "FIND", "HERE", "KNOW", "TAKE",
-    "WANT", "GIVE", "GOOD", "CALL", "PUTS", "SAFE", "RISK", "LONG", "TERM",
-    "NEXT", "SHOW", "LAST",
+    "DCF",
+    "FCF",
+    "ROE",
+    "ROA",
+    "ROI",
+    "EPS",
+    "NAV",
+    "WACC",
+    "EBIT",
+    // Regulatory / source / finance acronyms that are not tickers in natural language
+    "IV",
+    "HV",
+    "ITM",
+    "OTM",
+    "ATM",
+    "IPO",
+    "SEC",
+    "FED",
+    "FOMC",
+    "IRS",
+    "ECB",
+    "BOE",
+    "BOJ",
+    "GDP",
+    "CPI",
+    "PPI",
+    "FX",
+    "NDA",
+    "YTD",
+    "BEST",
+    "WHAT",
+    "WITH",
+    "THAT",
+    "THIS",
+    "FROM",
+    "HAVE",
+    "BEEN",
+    "SOME",
+    "THEM",
+    "THAN",
+    "LIKE",
+    "JUST",
+    "OVER",
+    "ALSO",
+    "BACK",
+    "MUCH",
+    "MOST",
+    "ONLY",
+    "VERY",
+    "WHEN",
+    "COME",
+    "MAKE",
+    "FIND",
+    "HERE",
+    "KNOW",
+    "TAKE",
+    "WANT",
+    "GIVE",
+    "GOOD",
+    "CALL",
+    "PUTS",
+    "SAFE",
+    "RISK",
+    "LONG",
+    "TERM",
+    "NEXT",
+    "SHOW",
+    "LAST",
+]);
+const AMBIGUOUS_CONCEPT_TICKERS = new Set(["AI", "CPI", "FRED", "GUI", "MA"]);
+const CURRENCY_CODES = new Set(["USD", "CAD", "EUR", "GBP", "AUD", "JPY", "CHF"]);
+const EXPLICIT_FINANCE_ACRONYM_TICKERS = new Set([
+    "IV",
+    "HV",
+    "ITM",
+    "OTM",
+    "ATM",
+    "IPO",
+    "SEC",
+    "FED",
+    "FOMC",
+    "IRS",
+    "ECB",
+    "BOE",
+    "BOJ",
+    "GDP",
+    "CPI",
+    "PPI",
+    "FX",
+    "NDA",
+]);
+const LOWERCASE_FINANCE_TERMS = new Set([
+    "bond",
+    "bonds",
+    "cash",
+    "rate",
+    "rates",
+    "cuts",
+    "gold",
+    "oil",
+    "stock",
+    "stocks",
+    "fund",
+    "funds",
+    "etf",
+    "etfs",
+    "puts",
+    "calls",
+    "option",
+    "options",
 ]);
 export function extractEntities(input) {
+    const symbols = extractSymbols(input);
+    const heldSymbol = extractHeldSymbol(input, symbols);
+    const catalystSymbols = heldSymbol ? symbols.filter((symbol) => symbol !== heldSymbol) : [];
     return {
-        symbols: extractSymbols(input),
+        symbols,
         budget: extractBudget(input),
         maxPremium: extractMaxPremium(input),
+        costBasis: extractCostBasis(input),
+        shareQuantity: extractShareQuantity(input),
         direction: extractDirection(input),
         riskProfile: extractRiskProfile(input),
         dteHint: extractDteHint(input),
+        optionStrategy: extractOptionStrategy(input),
+        heldSymbol,
+        catalystSymbols: catalystSymbols.length > 0 ? catalystSymbols : undefined,
         timeHorizon: extractTimeHorizon(input),
+        assetScope: extractAssetScope(input),
+        compareMetrics: extractCompareMetrics(input),
     };
 }
 export function extractBudget(input) {
+    if (/\b(?:at|above|below|under|over|near)\s+\$\s*[\d,]+(?:\.\d+)?\s*([kK])?\b/i.test(input) &&
+        !hasBudgetContext(input)) {
+        return undefined;
+    }
     // Match $10,000 or $10000 or $10k
     const dollarSign = input.match(/\$\s*([\d,]+(?:\.\d+)?)\s*([kK])?\b/);
     if (dollarSign) {
+        if (isNonBudgetDollarAmount(input, dollarSign.index ?? 0, dollarSign[0].length)) {
+            return undefined;
+        }
         const base = parseFloat(dollarSign[1].replace(/,/g, ""));
         return dollarSign[2] ? base * 1000 : base;
     }
     // Match "10k" or "10K" standalone
     const kNotation = input.match(/\b(\d+(?:\.\d+)?)\s*[kK]\b/);
     if (kNotation) {
+        if (isNonBudgetDollarAmount(input, kNotation.index ?? 0, kNotation[0].length)) {
+            return undefined;
+        }
         return parseFloat(kNotation[1]) * 1000;
     }
     // Match "10000 dollars" or "10,000 dollars"
     const dollarWord = input.match(/\b([\d,]+(?:\.\d+)?)\s+dollars?\b/i);
     if (dollarWord) {
+        if (isNonBudgetDollarAmount(input, dollarWord.index ?? 0, dollarWord[0].length)) {
+            return undefined;
+        }
         return parseFloat(dollarWord[1].replace(/,/g, ""));
     }
     return undefined;
 }
+function hasBudgetContext(input) {
+    return /\b(?:budget|invest|allocate|portfolio|cash|capital|with|have|spend|put\s+to\s+work)\b/i.test(input);
+}
+function isNonBudgetDollarAmount(input, start, length) {
+    const before = input.slice(Math.max(0, start - 32), start);
+    const after = input.slice(start + length, start + length + 24);
+    return (/\b(?:average\s+cost|avg\s+cost|cost\s*basis|basis|entry(?:\s*price)?|worth|valued?\s+at|pays?|dividends?\s+of|gained|lost|received|made|profit\s+of|up|down|trading\s+(?:at|around|near))\s*(?:is|at|of|:)?\s*$/i.test(before) ||
+        /^\s*(?:premium|max\s+premium|average\s+cost|avg\s+cost|cost\s*basis|basis|entry(?:\s*price)?|per\s+share|in\s+dividends?|profit|gain|loss)\b/i.test(after));
+}
 function extractSymbols(input) {
     const symbols = [];
+    const addSymbol = (raw, options = {}) => {
+        const symbol = raw?.toUpperCase();
+        if (options.lowercaseContext && LOWERCASE_FINANCE_TERMS.has(String(raw || "").toLowerCase())) {
+            return;
+        }
+        if (symbol &&
+            !options.explicitTicker &&
+            CURRENCY_CODES.has(symbol) &&
+            isCurrencyCodeUsage(input, symbol)) {
+            return;
+        }
+        if (symbol &&
+            symbol.length >= 1 &&
+            symbol.length <= 5 &&
+            /^[A-Z]+$/.test(symbol) &&
+            (!COMMON_WORDS.has(symbol) ||
+                (options.explicitTicker && EXPLICIT_FINANCE_ACRONYM_TICKERS.has(symbol))) &&
+            !isAmbiguousConceptUsage(input, symbol) &&
+            !symbols.includes(symbol)) {
+            symbols.push(symbol);
+        }
+    };
     // Match $TICKER patterns
     const dollarTickers = input.matchAll(/\$([A-Za-z]{1,5})\b/g);
     for (const match of dollarTickers) {
-        symbols.push(match[1].toUpperCase());
+        addSymbol(match[1], { explicitTicker: true });
+    }
+    // Match explicit lowercase ticker contexts without treating arbitrary short
+    // words as symbols.
+    const lowercaseCompare = input.match(/\bcompare\s+([a-z]{1,5})\s+(?:and|vs\.?|versus)\s+([a-z]{1,5})\b/i);
+    if (lowercaseCompare) {
+        addSymbol(lowercaseCompare[1], { lowercaseContext: true });
+        addSymbol(lowercaseCompare[2], { lowercaseContext: true });
+    }
+    const lowercaseTickerContext = input.matchAll(/\b(?:analy[sz]e|quote|ticker)\s+\$?([a-z]{1,5})\b|\b\$?([a-z]{1,5})\s+(?:ticker|stock|shares?|quote|options?|calls?|puts?)\b/gi);
+    for (const match of lowercaseTickerContext) {
+        addSymbol(match[1] ?? match[2], { lowercaseContext: true, explicitTicker: true });
+    }
+    const lowercaseHeldPosition = input.matchAll(/\b(?:own|hold|holding|long|protect|hedge|have)\s+\d+(?:,\d{3})*\s+shares?\s+(?:of\s+)?\$?([a-z]{1,5})\b|\b\d+(?:,\d{3})*\s+shares?\s+of\s+\$?([a-z]{1,5})\b/gi);
+    for (const match of lowercaseHeldPosition) {
+        const raw = match[1] ?? match[2];
+        if (raw && raw !== raw.toUpperCase()) {
+            addSymbol(raw, { lowercaseContext: true });
+        }
     }
     // Match standalone uppercase tickers (1-5 chars, all caps)
     const words = input.split(/[\s,]+/);
     for (const word of words) {
         const cleaned = word.replace(/[^A-Za-z]/g, "");
-        if (cleaned.length >= 1 &&
-            cleaned.length <= 5 &&
-            cleaned === cleaned.toUpperCase() &&
-            /^[A-Z]+$/.test(cleaned) &&
-            !COMMON_WORDS.has(cleaned) &&
-            !symbols.includes(cleaned)) {
-            symbols.push(cleaned);
+        if (cleaned === cleaned.toUpperCase()) {
+            addSymbol(cleaned);
         }
     }
     return symbols;
 }
+export function isCurrencyCodeUsage(input, symbol) {
+    const escaped = symbol.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
+    return new RegExp(`\\b(?:average\\s+cost|avg\\s+cost|cost\\s+basis|entry\\s+price|currency|denominated|dollars?|per\\s+share|base\\s+currency|cash)\\b[^.?!]{0,80}\\b${escaped}\\b|\\b${escaped}\\b[^.?!]{0,40}\\b(?:currency|dollars?|cash|base\\s+currency)\\b`, "i").test(input);
+}
+export function isAmbiguousConceptUsage(input, symbol) {
+    if (!AMBIGUOUS_CONCEPT_TICKERS.has(symbol))
+        return false;
+    if (new RegExp(`\\$${symbol}\\b`).test(input))
+        return false;
+    if (symbol === "MA") {
+        return isMovingAverageUsage(input);
+    }
+    if (new RegExp(`\\b(?:analyze|quote|ticker|stock|shares?|options?|calls?|puts?)\\s+${symbol}\\b|\\b${symbol}\\s+(?:ticker|stock|shares?|quote|options?|calls?|puts?)\\b`, "i").test(input)) {
+        return false;
+    }
+    return true;
+}
+function isMovingAverageUsage(input) {
+    return (/\bmoving\s+averages?\b/i.test(input) ||
+        /\b(?:simple|exponential|weighted|day|daily|week|weekly|month|monthly|\d+\s*(?:d|day|days|w|week|weeks)?)\s+MA\b/i.test(input) ||
+        /\bMA\s+(?:crossover|cross|signal|signals|strategy|trend|trends|line|lines)\b/i.test(input) ||
+        /\bM&A\b/.test(input));
+}
 function extractMaxPremium(input) {
     const lower = input.toLowerCase();
     if (!/\bpremium\b/.test(lower))
@@ -88,6 +361,35 @@ function extractMaxPremium(input) {
     }
     return undefined;
 }
+function extractHeldSymbol(input, symbols) {
+    const patterns = [
+        /\b(?:i\s+)?(?:have|own|hold|holding|long)\s+\d+(?:,\d{3})*\s+shares?\s+(?:of\s+)?\$?([A-Za-z]{1,5})\b/i,
+        /\b(?:my\s+)?\d+(?:,\d{3})*\s+\$?([A-Za-z]{1,5})\s+shares?\b/i,
+        /\b(?:i\s+)?(?:have|own|hold|holding|long)\s+\$?([A-Za-z]{1,5})\b/i,
+        /\bmy\s+\$?([A-Za-z]{1,5})\s+(?:position|shares?|stock)\b/i,
+    ];
+    for (const pattern of patterns) {
+        const match = input.match(pattern);
+        const symbol = match?.[1]?.toUpperCase();
+        if (symbol && symbols.includes(symbol))
+            return symbol;
+    }
+    return undefined;
+}
+function extractShareQuantity(input) {
+    const match = input.match(/\b(\d{1,3}(?:,\d{3})*|\d{1,6})\s+shares?\b/i);
+    if (!match)
+        return undefined;
+    const value = parseInt(match[1].replace(/,/g, ""), 10);
+    return Number.isFinite(value) ? value : undefined;
+}
+function extractCostBasis(input) {
+    const match = input.match(/\b(?:cost\s*basis|basis|entry(?:\s*price)?)\s*(?:is|at|of|:)?\s*\$?\s*([\d,]+(?:\.\d+)?)\b/i) ?? input.match(/\$\s*([\d,]+(?:\.\d+)?)\s*(?:cost\s*basis|basis|entry(?:\s*price)?)\b/i);
+    if (!match)
+        return undefined;
+    const value = parseFloat(match[1].replace(/,/g, ""));
+    return Number.isFinite(value) ? value : undefined;
+}
 function extractDirection(input) {
     const lower = input.toLowerCase();
     if (/\bcalls?\b/.test(lower) || /\bbullish\b/.test(lower))
@@ -98,7 +400,9 @@ function extractDirection(input) {
 }
 function extractRiskProfile(input) {
     const lower = input.toLowerCase();
-    if (/\bconservative\b/.test(lower) || /\brisk\s*averse\b/.test(lower) || /\bsafe[r]?\b/.test(lower)) {
+    if (/\bconservative\b/.test(lower) ||
+        /\brisk\s*averse\b/.test(lower) ||
+        /\bsafe[r]?\b/.test(lower)) {
         return "conservative";
     }
     if (/\baggressive\b/.test(lower) || /\bhigh\s*risk\b/.test(lower)) {
@@ -111,20 +415,67 @@ function extractRiskProfile(input) {
 }
 function extractDteHint(input) {
     const lower = input.toLowerCase();
-    if (/\bleaps?\b/i.test(lower) || /\blong[\s-]*dated\b/.test(lower))
-        return "leaps";
+    const explicitDays = lower.match(/\b(\d+)\s*(?:-|to|or)\s*(\d+)\s*(?:dte|days?)\b/);
+    if (explicitDays)
+        return `${explicitDays[1]}-${explicitDays[2]} days`;
     if (/\bmonth\b/.test(lower))
         return "month";
+    if (/\bearnings?\b.*\b(?:today|tonight|this\s+week)\b|\b(?:today|tonight|this\s+week)\b.*\bearnings?\b/.test(lower))
+        return "event_week";
+    if (/\bleaps?\b/i.test(lower) || /\blong[\s-]*dated\b/.test(lower))
+        return "leaps";
     if (/\bweek(?:ly|s?)?\b/.test(lower))
         return "week";
     return undefined;
 }
+function extractOptionStrategy(input) {
+    const lower = input.toLowerCase();
+    if (/\bcovered\s+calls?\b/.test(lower))
+        return "covered_call";
+    if (/\b(?:protective|married)\s+puts?\b/.test(lower))
+        return "protective_put";
+    if (/\b(?:hedge|protect|protection|insurance)\b/.test(lower) &&
+        /\bputs?\b/.test(lower) &&
+        /\b(?:own|hold|holding|long|shares?|position)\b/.test(lower)) {
+        return "protective_put";
+    }
+    return undefined;
+}
 function extractTimeHorizon(input) {
     const lower = input.toLowerCase();
+    const explicitMonths = lower.match(/\b(\d+)\s*(?:month|months|mo|mos)\b/);
+    if (explicitMonths)
+        return `${explicitMonths[1]}mo`;
+    const explicitYears = lower.match(/\b(\d+)\s*(?:year|years|yr|yrs)\b/);
+    if (explicitYears)
+        return `${explicitYears[1]}_years`;
     if (/\bshort[\s-]*term\b/.test(lower) || /\bday[\s-]*trad/i.test(lower))
         return "short";
     if (/\blong[\s-]*term\b/.test(lower) || /\bbuy[\s-]*and[\s-]*hold\b/.test(lower))
         return "long";
     return undefined;
 }
+function extractAssetScope(input) {
+    const lower = input.toLowerCase();
+    if (/\betfs?\b/.test(lower))
+        return "etf_focused";
+    if (/\bfunds?\b/.test(lower))
+        return "fund_focused";
+    if (/\bindex\s+(?:funds?|products?)\b/.test(lower))
+        return "index_focused";
+    return undefined;
+}
+function extractCompareMetrics(input) {
+    const lower = input.toLowerCase();
+    const metrics = [];
+    if (/\bsentiment\b/.test(lower))
+        metrics.push("sentiment");
+    if (/\b(?:macro\s*)?hedg(?:e|ing)\b/.test(lower))
+        metrics.push("macro_hedge");
+    if (/\b(?:rates?|rate\s*cuts?|fed|federal\s+funds?|interest\s+rates?)\b/.test(lower))
+        metrics.push("interest_rates");
+    if (/\b(?:overlap|same\s+stuff|same\s+holdings|concentration|too\s+much\s+of\s+the\s+same)\b/.test(lower))
+        metrics.push("overlap");
+    return metrics.length > 0 ? metrics : undefined;
+}
 //# sourceMappingURL=entity-extractor.js.map

package/dist/routing/entity-extractor.js.map

@@ -1 +1 @@
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package/dist/routing/fund-symbols.d.ts

@@ -0,0 +1,2 @@
+export declare function areLikelyFundOrIndexSymbols(symbols: string[]): boolean;
+export declare function isFundOrIndexAssetScope(assetScope: string | undefined): boolean;

package/dist/routing/fund-symbols.js

@@ -0,0 +1,55 @@
+const COMMON_FUND_OR_INDEX_SYMBOLS = new Set([
+    "AGG",
+    "ARKK",
+    "BND",
+    "DIA",
+    "DGRO",
+    "GLD",
+    "HYG",
+    "IEF",
+    "IVV",
+    "IWD",
+    "IWF",
+    "IWM",
+    "JEPI",
+    "JEPQ",
+    "LQD",
+    "NOBL",
+    "QQQ",
+    "QQQM",
+    "SCHD",
+    "SHY",
+    "SLV",
+    "SMH",
+    "SOXX",
+    "SPY",
+    "TLT",
+    "VEA",
+    "VIG",
+    "VNQ",
+    "VOO",
+    "VTI",
+    "VTV",
+    "VUG",
+    "VWO",
+    "VYM",
+    "VXUS",
+    "XLB",
+    "XLE",
+    "XLF",
+    "XLI",
+    "XLK",
+    "XLP",
+    "XLRE",
+    "XLU",
+    "XLV",
+    "XLY",
+]);
+export function areLikelyFundOrIndexSymbols(symbols) {
+    return (symbols.length > 0 &&
+        symbols.every((symbol) => COMMON_FUND_OR_INDEX_SYMBOLS.has(symbol.toUpperCase())));
+}
+export function isFundOrIndexAssetScope(assetScope) {
+    return assetScope !== undefined && /(?:^|[^a-z])(?:etf|fund|index)(?:$|[^a-z])/i.test(assetScope);
+}
+//# sourceMappingURL=fund-symbols.js.map

package/dist/routing/fund-symbols.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"fund-symbols.js","sourceRoot":"","sources":["../../src/routing/fund-symbols.ts"],"names":[],"mappings":"AAAA,MAAM,4BAA4B,GAAG,IAAI,GAAG,CAAC;IAC3C,KAAK;IACL,MAAM;IACN,KAAK;IACL,KAAK;IACL,MAAM;IACN,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,MAAM;IACN,MAAM;IACN,KAAK;IACL,MAAM;IACN,KAAK;IACL,MAAM;IACN,MAAM;IACN,KAAK;IACL,KAAK;IACL,KAAK;IACL,MAAM;IACN,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,MAAM;IACN,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,KAAK;IACL,MAAM;IACN,KAAK;IACL,KAAK;IACL,KAAK;CACN,CAAC,CAAC;AAEH,MAAM,UAAU,2BAA2B,CAAC,OAAiB;IAC3D,OAAO,CACL,OAAO,CAAC,MAAM,GAAG,CAAC;QAClB,OAAO,CAAC,KAAK,CAAC,CAAC,MAAM,EAAE,EAAE,CAAC,4BAA4B,CAAC,GAAG,CAAC,MAAM,CAAC,WAAW,EAAE,CAAC,CAAC,CAClF,CAAC;AACJ,CAAC;AAED,MAAM,UAAU,uBAAuB,CAAC,UAA8B;IACpE,OAAO,UAAU,KAAK,SAAS,IAAI,6CAA6C,CAAC,IAAI,CAAC,UAAU,CAAC,CAAC;AACpG,CAAC"}

package/dist/routing/horizon.d.ts

@@ -0,0 +1 @@
+export declare function isLongInvestmentHorizon(timeHorizon: string | undefined): boolean;