opencandle 0.4.0 → 0.6.0

package/dist/sentiment/index.d.ts

@@ -1,16 +1,14 @@
-export type { SentinelRecord, SentinelEngagement, SentinelSentiment, SentimentAdapter, ScorerOptions, TrendBucket, TrendResult, DivergenceResult, SentimentSummary, SentimentSource, } from "./types.js";
-export { isSentinelRecord, SENTIMENT_SOURCES } from "./types.js";
-export { SentimentStore } from "./store.js";
-export { scoreRecords, keywordScore } from "./scorer.js";
-export { SentimentPipeline } from "./pipeline.js";
-export { renderSparkline, computeTrend, computeDivergence } from "./trends.js";
-export { BULLISH_TERMS, BEARISH_TERMS } from "./keywords.js";
-export { TwitterAdapter } from "./adapters/twitter.js";
 export { RedditAdapter } from "./adapters/reddit.js";
+export { TwitterAdapter } from "./adapters/twitter.js";
 export { WebAdapter } from "./adapters/web.js";
-import { SentimentStore } from "./store.js";
+export { BEARISH_TERMS, BULLISH_TERMS } from "./keywords.js";
+export { SentimentPipeline } from "./pipeline.js";
+export { keywordScore, scoreRecords } from "./scorer.js";
+export { SentimentStore } from "./store.js";
+export { computeDivergence, computeTrend, renderSparkline } from "./trends.js";
+export type { DivergenceResult, ScorerOptions, SentimentAdapter, SentimentSource, SentimentSummary, SentinelEngagement, SentinelRecord, SentinelSentiment, TrendBucket, TrendResult, } from "./types.js";
+export { isSentinelRecord, SENTIMENT_SOURCES } from "./types.js";
 import { SentimentPipeline } from "./pipeline.js";
+import { SentimentStore } from "./store.js";
 export declare function getSentimentStore(): SentimentStore;
 export declare function getSentimentPipeline(): SentimentPipeline;
-/** For testing: reset singletons */
-export declare function _resetSentimentSingletons(): void;

package/dist/sentiment/index.js

@@ -1,16 +1,16 @@
-export { isSentinelRecord, SENTIMENT_SOURCES } from "./types.js";
-export { SentimentStore } from "./store.js";
-export { scoreRecords, keywordScore } from "./scorer.js";
-export { SentimentPipeline } from "./pipeline.js";
-export { renderSparkline, computeTrend, computeDivergence } from "./trends.js";
-export { BULLISH_TERMS, BEARISH_TERMS } from "./keywords.js";
-export { TwitterAdapter } from "./adapters/twitter.js";
 export { RedditAdapter } from "./adapters/reddit.js";
+export { TwitterAdapter } from "./adapters/twitter.js";
 export { WebAdapter } from "./adapters/web.js";
-import { SentimentStore } from "./store.js";
-import { SentimentPipeline } from "./pipeline.js";
+export { BEARISH_TERMS, BULLISH_TERMS } from "./keywords.js";
+export { SentimentPipeline } from "./pipeline.js";
+export { keywordScore, scoreRecords } from "./scorer.js";
+export { SentimentStore } from "./store.js";
+export { computeDivergence, computeTrend, renderSparkline } from "./trends.js";
+export { isSentinelRecord, SENTIMENT_SOURCES } from "./types.js";
 import { getConfig } from "../config.js";
 import { resolveOpenCandlePath } from "../infra/opencandle-paths.js";
+import { SentimentPipeline } from "./pipeline.js";
+import { SentimentStore } from "./store.js";
 let _pipeline = null;
 let _store = null;
 export function getSentimentStore() {
@@ -30,15 +30,4 @@ export function getSentimentPipeline() {
     }
     return _pipeline;
 }
-/** For testing: reset singletons */
-export function _resetSentimentSingletons() {
-    if (_store) {
-        try {
-            _store.close();
-        }
-        catch { /* ignore */ }
-    }
-    _pipeline = null;
-    _store = null;
-}
 //# sourceMappingURL=index.js.map

package/dist/sentiment/index.js.map

@@ -1 +1 @@
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package/dist/sentiment/keywords.js

@@ -1,9 +1,31 @@
 export const BULLISH_TERMS = [
-    "moon", "buy", "undervalued", "breakout", "calls", "bullish",
-    "rocket", "diamond hands", "accumulate", "dip buy", "long", "rip", "squeeze",
+    "moon",
+    "buy",
+    "undervalued",
+    "breakout",
+    "calls",
+    "bullish",
+    "rocket",
+    "diamond hands",
+    "accumulate",
+    "dip buy",
+    "long",
+    "rip",
+    "squeeze",
 ];
 export const BEARISH_TERMS = [
-    "crash", "overvalued", "sell", "puts", "bearish", "bubble",
-    "dump", "short", "bagholding", "exit", "drill", "tank", "rug",
+    "crash",
+    "overvalued",
+    "sell",
+    "puts",
+    "bearish",
+    "bubble",
+    "dump",
+    "short",
+    "bagholding",
+    "exit",
+    "drill",
+    "tank",
+    "rug",
 ];
 //# sourceMappingURL=keywords.js.map

package/dist/sentiment/keywords.js.map

@@ -1 +1 @@
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package/dist/sentiment/pipeline.d.ts

@@ -1,6 +1,6 @@
-import type { SentinelRecord, SentimentSummary } from "./types.js";
 import type { SentimentConfig } from "../config.js";
-import { SentimentStore } from "./store.js";
+import type { SentimentStore } from "./store.js";
+import type { SentimentSummary, SentinelRecord } from "./types.js";
 export declare class SentimentPipeline {
     private store;
     private config;

package/dist/sentiment/pipeline.js

@@ -1,5 +1,5 @@
 import { scoreRecords } from "./scorer.js";
-import { computeTrend, computeDivergence } from "./trends.js";
+import { computeDivergence, computeTrend } from "./trends.js";
 export class SentimentPipeline {
     store;
     config;

package/dist/sentiment/pipeline.js.map

@@ -1 +1 @@
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package/dist/sentiment/scorer.js

@@ -1,4 +1,4 @@
-import { BULLISH_TERMS, BEARISH_TERMS } from "./keywords.js";
+import { BEARISH_TERMS, BULLISH_TERMS } from "./keywords.js";
 const TICKER_REGEX = /\$([A-Z]{1,5})\b/g;
 export function keywordScore(record) {
     const lower = record.text.toLowerCase();

package/dist/sentiment/store.d.ts

@@ -1,4 +1,4 @@
-import type { SentinelRecord, SentimentSource, TrendBucket } from "./types.js";
+import type { SentimentSource, SentinelRecord, TrendBucket } from "./types.js";
 export interface SearchOptions {
     source?: SentimentSource;
     since?: string;

package/dist/sentiment/store.js

@@ -1,6 +1,6 @@
-import Database from "better-sqlite3";
 import { mkdirSync } from "node:fs";
 import { dirname } from "node:path";
+import Database from "better-sqlite3";
 const SCHEMA_VERSION = 1;
 const CREATE_SCHEMA = `
   CREATE TABLE IF NOT EXISTS schema_version (

package/dist/sentiment/store.js.map

@@ -1 +1 @@
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package/dist/sentiment/trends.d.ts

@@ -1,4 +1,4 @@
-import type { TrendBucket, TrendResult, DivergenceResult, SentimentSource } from "./types.js";
+import type { DivergenceResult, SentimentSource, TrendBucket, TrendResult } from "./types.js";
 export declare function renderSparkline(values: number[]): string;
 export declare function computeTrend(buckets: TrendBucket[], source: SentimentSource | "aggregate"): TrendResult;
 export interface SourceStats {

package/dist/sentiment/trends.js.map

@@ -1 +1 @@
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package/dist/sentiment/types.js.map

@@ -1 +1 @@
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package/dist/system-prompt.js

@@ -9,16 +9,16 @@ ${memoryContext}`
     return `You are OpenCandle, a research analyst for investors and traders.
 
 ## Your Role
-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.
+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. For conceptual education questions, teach the concept directly, do not name tool functions, and do not append analyst-view, confidence-band, or invalidation boilerplate. For valuation-metric education, start with "Bottom line", use a heading exactly named "Practical workflow" with numbered question-driven application steps, explain where the metric misleads, include a compact cross-check table with why/when each metric helps, include relevant trailing, forward, normalized, or cyclically adjusted variants when useful, and end with a heading exactly named "Quick checklist".
 
 ## Available Tools
-- **Market Data**: get_stock_quote, get_stock_history, get_crypto_price, get_crypto_history — real-time and historical price data
+- **Market Data**: screen_stocks, get_stock_quote, get_stock_history, get_crypto_price, get_crypto_history — use screen_stocks for breadth and screening prompts such as large-cap lists, oversold stocks, market movers, and filtered market scans; use get_stock_quote/get_stock_history for a single-security quote or historical OHLCV
 - **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)
 - **Technical Analysis**: get_technical_indicators, backtest_strategy — SMA, EMA, RSI, MACD, Bollinger Bands, OBV, VWAP computed from price data, plus simple strategy backtesting
 - **Macro**: get_economic_data, get_fear_greed — FRED economic indicators and market sentiment
 - **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
 - **Options**: get_option_chain — full options chain with strikes, bids/asks, volume, OI, IV, and computed Greeks (delta, gamma, theta, vega, rho)
-- **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
+- **Portfolio**: track_portfolio, analyze_risk, manage_watchlist, analyze_correlation, track_prediction, manage_alerts, daily_watchlist_report, manage_notifications — position tracking, P&L, Sharpe ratio, VaR, watchlist tracking, durable local alerts, daily watchlist reports, notification history, correlation matrix, and prediction tracking with accuracy scoring
 - **User Interaction**: ask_user — ask clarification questions; trigger_twitter_login — open a browser for Twitter/X login
 
 ## Analytical Framework
@@ -44,11 +44,15 @@ Calibrate explanation depth from conversational signals: the user's vocabulary i
 
 ## Guidelines
 - 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.
+- Use screen_stocks for breadth and screening prompts ("which large caps...", "find oversold stocks...", "market movers by filter"). Use get_stock_quote, get_stock_history, get_option_chain, fundamentals, and analysis workflows for single-security quote, history, options, DCF, or company-analysis prompts.
+- For current single-stock recommendations, state the quote or tool-output date in the final answer. If tool output says the market is closed, the quote is delayed, or this is the last available quote, carry that freshness note into the final answer. If DCF or another valuation model is unavailable or not meaningful, do not let that tool failure become the whole valuation view; use supported fallback valuation lenses such as relative multiples, growth-adjusted multiples, cash-flow quality, balance-sheet risk, and historical range context. Do not make missing fundamentals the main thesis when quote, earnings, technicals, sentiment, or news are available; use those data points plus structural business risks to give a clear call, position sizing, and entry strategy.
+- For ticker-specific sentiment prompts, call get_stock_quote before the final answer and state whether sentiment diverges from price action. For sentiment-only prompts, include source-coverage risk, low sample counts, missing sources, and how those gaps downgrade confidence.
 - 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.
 - Present numerical data in tables when comparing multiple securities.
 - Include data timestamps so users know how fresh the information is.
 - Be concise and actionable. Lead with the commitment, then the reasoning chain.
 - 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.
+- Conceptual education prompts are not committal responses. Do not append "Analyst View", "Commitment", "Reasoning Chain", "Confidence Band", or "Invalidation Level" sections when the user asked for an explanation, definition, or learning framework rather than a trade, allocation, or recommendation.
 - 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.
 - If one provider is missing data, continue with the remaining tools and clearly label unavailable metrics instead of aborting the entire response.
 

package/dist/system-prompt.js.map

@@ -1 +1 @@
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+{"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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;6VA4GoV,aAAa,EAAE,CAAC;AAC7W,CAAC"}

package/dist/tool-kit.d.ts

@@ -1,13 +1,13 @@
-import type { TSchema } from "@sinclair/typebox";
 import type { AgentTool } from "@earendil-works/pi-agent-core";
 import type { ExtensionAPI } from "@earendil-works/pi-coding-agent";
-export { cache, Cache, TTL } from "./infra/cache.js";
-export { rateLimiter, RateLimiter } from "./infra/rate-limiter.js";
-export { httpGet, HttpError, type HttpClientOptions } from "./infra/http-client.js";
-export { agentToolToPiTool } from "./pi/tool-adapter.js";
-export { Type } from "@sinclair/typebox";
-export type { ExtensionAPI } from "@earendil-works/pi-coding-agent";
+import type { TSchema } from "@sinclair/typebox";
 export type { AgentTool } from "@earendil-works/pi-agent-core";
+export type { ExtensionAPI } from "@earendil-works/pi-coding-agent";
+export { Type } from "@sinclair/typebox";
+export { Cache, cache, TTL } from "./infra/cache.js";
+export { type HttpClientOptions, HttpError, httpGet } from "./infra/http-client.js";
+export { RateLimiter, rateLimiter } from "./infra/rate-limiter.js";
+export { agentToolToPiTool } from "./pi/tool-adapter.js";
 export declare function getAddonToolDescriptions(): ReadonlyArray<{
     name: string;
     description: string;

package/dist/tool-kit.js

@@ -1,10 +1,10 @@
 import { agentToolToPiTool } from "./pi/tool-adapter.js";
+export { Type } from "@sinclair/typebox";
 // Re-exports for tool authors — import from "opencandle/tool-kit"
-export { cache, Cache, TTL } from "./infra/cache.js";
-export { rateLimiter, RateLimiter } from "./infra/rate-limiter.js";
-export { httpGet, HttpError } from "./infra/http-client.js";
+export { Cache, cache, TTL } from "./infra/cache.js";
+export { HttpError, httpGet } from "./infra/http-client.js";
+export { RateLimiter, rateLimiter } from "./infra/rate-limiter.js";
 export { agentToolToPiTool } from "./pi/tool-adapter.js";
-export { Type } from "@sinclair/typebox";
 // Module-level registry — all extensions run in the same Node.js process,
 // so keep a deduped index keyed by tool name.
 const addonToolRegistry = new Map();

package/dist/tool-kit.js.map

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package/dist/tools/fundamentals/company-overview.js

@@ -1,8 +1,8 @@
 import { Type } from "@sinclair/typebox";
-import { getOverview } from "../../providers/alpha-vantage.js";
-import { wrapProvider } from "../../providers/wrap-provider.js";
 import { getConfig } from "../../config.js";
 import { withCredentialCheck } from "../../onboarding/tool-helpers.js";
+import { getOverview } from "../../providers/alpha-vantage.js";
+import { wrapProvider } from "../../providers/wrap-provider.js";
 const params = Type.Object({
     symbol: Type.String({ description: "Stock ticker symbol (e.g. AAPL, MSFT)" }),
 });
@@ -11,13 +11,18 @@ export const companyOverviewTool = {
     label: "Company Overview",
     description: "Get company fundamentals: P/E ratio, EPS, market cap, sector, dividend yield, profit margin, beta, and description. Requires Alpha Vantage.",
     parameters: params,
-    async execute(toolCallId, args) {
+    async execute(_toolCallId, args) {
         return withCredentialCheck("alpha_vantage", async () => {
             const apiKey = getConfig().alphaVantageApiKey;
             const result = await wrapProvider("alphavantage", () => getOverview(args.symbol.toUpperCase(), apiKey));
             if (result.status === "unavailable") {
                 return {
-                    content: [{ type: "text", text: `⚠ Company overview unavailable for ${args.symbol.toUpperCase()} (${result.reason}). Analysis will proceed without fundamentals.` }],
+                    content: [
+                        {
+                            type: "text",
+                            text: `⚠ Company overview unavailable for ${args.symbol.toUpperCase()} (${result.reason}). Analysis will proceed without fundamentals.`,
+                        },
+                    ],
                     details: null,
                 };
             }
@@ -26,11 +31,11 @@ export const companyOverviewTool = {
                 `**${ov.name}** (${ov.symbol}) — ${ov.exchange}`,
                 `Sector: ${ov.sector} | Industry: ${ov.industry}`,
                 `Market Cap: $${formatLargeNumber(ov.marketCap)} | P/E: ${ov.pe ?? "N/A"} | Fwd P/E: ${ov.forwardPe ?? "N/A"}`,
-                `EPS: $${ov.eps ?? "N/A"} | Div Yield: ${ov.dividendYield ? (ov.dividendYield * 100).toFixed(2) + "%" : "N/A"}`,
-                `Beta: ${ov.beta ?? "N/A"} | Profit Margin: ${ov.profitMargin ? (ov.profitMargin * 100).toFixed(1) + "%" : "N/A"}`,
+                `EPS: $${ov.eps ?? "N/A"} | Div Yield: ${ov.dividendYield ? `${(ov.dividendYield * 100).toFixed(2)}%` : "N/A"}`,
+                `Beta: ${ov.beta ?? "N/A"} | Profit Margin: ${ov.profitMargin ? `${(ov.profitMargin * 100).toFixed(1)}%` : "N/A"}`,
                 `52W: $${ov.week52Low.toFixed(2)} - $${ov.week52High.toFixed(2)}`,
                 ``,
-                ov.description.slice(0, 300) + (ov.description.length > 300 ? "..." : ""),
+                `${ov.description.slice(0, 300)}${ov.description.length > 300 ? "..." : ""}`,
             ].join("\n");
             const prefix = result.stale
                 ? `⚠ Using cached fundamentals from ${result.timestamp} (Alpha Vantage rate limited)\n`

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@@ -1 +1 @@
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+{"version":3,"file":"company-overview.js","sourceRoot":"","sources":["../../../src/tools/fundamentals/company-overview.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AACzC,OAAO,EAAE,SAAS,EAAE,MAAM,iBAAiB,CAAC;AAC5C,OAAO,EAAE,mBAAmB,EAAE,MAAM,kCAAkC,CAAC;AACvE,OAAO,EAAE,WAAW,EAAE,MAAM,kCAAkC,CAAC;AAC/D,OAAO,EAAE,YAAY,EAAE,MAAM,kCAAkC,CAAC;AAGhE,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,GAG5B;IACF,IAAI,EAAE,sBAAsB;IAC5B,KAAK,EAAE,kBAAkB;IACzB,WAAW,EACT,6IAA6I;IAC/I,UAAU,EAAE,MAAM;IAClB,KAAK,CAAC,OAAO,CAAC,WAAW,EAAE,IAAI;QAC7B,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,CACrD,WAAW,CAAC,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,EAAE,MAAM,CAAC,CAC/C,CAAC;YACF,IAAI,MAAM,CAAC,MAAM,KAAK,aAAa,EAAE,CAAC;gBACpC,OAAO;oBACL,OAAO,EAAE;wBACP;4BACE,IAAI,EAAE,MAAM;4BACZ,IAAI,EAAE,sCAAsC,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,KAAK,MAAM,CAAC,MAAM,gDAAgD;yBACxI;qBACF;oBACD,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,GAAG,CAAC,EAAE,CAAC,aAAa,GAAG,GAAG,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,KAAK,EAAE;gBAC/G,SAAS,EAAE,CAAC,IAAI,IAAI,KAAK,qBAAqB,EAAE,CAAC,YAAY,CAAC,CAAC,CAAC,GAAG,CAAC,EAAE,CAAC,YAAY,GAAG,GAAG,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,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,GAAG,EAAE,CAAC,WAAW,CAAC,KAAK,CAAC,CAAC,EAAE,GAAG,CAAC,GAAG,EAAE,CAAC,WAAW,CAAC,MAAM,GAAG,GAAG,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,EAAE,EAAE;aAC7E,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"}

package/dist/tools/fundamentals/comps.js

@@ -1,8 +1,8 @@
 import { Type } from "@sinclair/typebox";
-import { getOverview } from "../../providers/alpha-vantage.js";
-import { wrapProvider } from "../../providers/wrap-provider.js";
 import { getConfig } from "../../config.js";
 import { withCredentialCheck } from "../../onboarding/tool-helpers.js";
+import { getOverview } from "../../providers/alpha-vantage.js";
+import { wrapProvider } from "../../providers/wrap-provider.js";
 const METRIC_DEFS = [
     { name: "P/E", extract: (c) => c.pe, lowerIsBetter: true },
     { name: "Forward P/E", extract: (c) => c.forwardPe, lowerIsBetter: true },
@@ -26,8 +26,12 @@ export function computeComps(companies) {
         const median = computeMedian(sortedVals);
         const p25 = computePercentile(sortedVals, 0.25);
         const p75 = computePercentile(sortedVals, 0.75);
-        const best = def.lowerIsBetter ? sorted[0]?.sym ?? "" : sorted[sorted.length - 1]?.sym ?? "";
-        const worst = def.lowerIsBetter ? sorted[sorted.length - 1]?.sym ?? "" : sorted[0]?.sym ?? "";
+        const best = def.lowerIsBetter
+            ? (sorted[0]?.sym ?? "")
+            : (sorted[sorted.length - 1]?.sym ?? "");
+        const worst = def.lowerIsBetter
+            ? (sorted[sorted.length - 1]?.sym ?? "")
+            : (sorted[0]?.sym ?? "");
         return { metric: def.name, values, median, p25, p75, best, worst };
     });
     return { companies, metrics, unavailableSymbols: [] };
@@ -36,9 +40,7 @@ function computeMedian(sorted) {
     if (sorted.length === 0)
         return null;
     const mid = Math.floor(sorted.length / 2);
-    return sorted.length % 2 === 0
-        ? (sorted[mid - 1] + sorted[mid]) / 2
-        : sorted[mid];
+    return sorted.length % 2 === 0 ? (sorted[mid - 1] + sorted[mid]) / 2 : sorted[mid];
 }
 function computePercentile(sorted, p) {
     if (sorted.length === 0)
@@ -64,7 +66,7 @@ export const compsTool = {
     label: "Comparable Company Analysis",
     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.",
     parameters: params,
-    async execute(toolCallId, args) {
+    async execute(_toolCallId, args) {
         return withCredentialCheck("alpha_vantage", async () => {
             const config = getConfig();
             const symbols = args.symbols.map((s) => s.toUpperCase());
@@ -84,7 +86,12 @@ export const compsTool = {
             }
             if (companies.length === 0) {
                 return {
-                    content: [{ type: "text", text: `⚠ Company fundamentals unavailable for all symbols: ${symbols.join(", ")}. Alpha Vantage may be rate limited.` }],
+                    content: [
+                        {
+                            type: "text",
+                            text: `⚠ Company fundamentals unavailable for all symbols: ${symbols.join(", ")}. Alpha Vantage may be rate limited.`,
+                        },
+                    ],
                     details: null,
                 };
             }
@@ -102,7 +109,9 @@ export const compsTool = {
                     return v.toFixed(2).padStart(10);
                 });
                 const medStr = m.median != null
-                    ? (Math.abs(m.median) < 1 ? `${(m.median * 100).toFixed(1)}%` : m.median.toFixed(2))
+                    ? Math.abs(m.median) < 1
+                        ? `${(m.median * 100).toFixed(1)}%`
+                        : m.median.toFixed(2)
                     : "N/A";
                 return `  ${m.metric.padEnd(16)} ${vals.join("")}  Med: ${medStr}  Best: ${m.best}`;
             });

package/dist/tools/fundamentals/comps.js.map

@@ -1 +1 @@
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package/dist/tools/fundamentals/dcf.js

@@ -1,11 +1,11 @@
 import { Type } from "@sinclair/typebox";
-import { getOverview, getFinancials } from "../../providers/alpha-vantage.js";
-import { getQuote } from "../../providers/yahoo-finance.js";
-import { wrapProvider } from "../../providers/wrap-provider.js";
 import { getConfig } from "../../config.js";
 import { withCredentialCheck } from "../../onboarding/tool-helpers.js";
+import { getFinancials, getOverview } from "../../providers/alpha-vantage.js";
+import { wrapProvider } from "../../providers/wrap-provider.js";
+import { getQuote } from "../../providers/yahoo-finance.js";
 export function computeDCF(params) {
-    const { freeCashFlow, growthRate, discountRate, terminalGrowth, years, netDebt, sharesOutstanding } = params;
+    const { freeCashFlow, growthRate, discountRate, terminalGrowth, years, netDebt, sharesOutstanding, } = params;
     // Project future cash flows (mid-year convention: discount at year-0.5)
     const projectedCashFlows = [];
     for (let y = 1; y <= years; y++) {
@@ -45,10 +45,10 @@ export function computeDCF(params) {
     if (spreadPct < 0.02) {
         warnings.push(`Terminal growth (${(terminalGrowth * 100).toFixed(1)}%) is very close to discount rate (${(discountRate * 100).toFixed(1)}%). Small changes in assumptions will produce large swings in value.`);
     }
-    if (discountRate < 0.05 || discountRate > 0.20) {
+    if (discountRate < 0.05 || discountRate > 0.2) {
         warnings.push(`Discount rate of ${(discountRate * 100).toFixed(1)}% is outside typical WACC range (5-20%).`);
     }
-    if (growthRate > 0.20) {
+    if (growthRate > 0.2) {
         warnings.push(`Growth rate of ${(growthRate * 100).toFixed(1)}% exceeds 20%. High growth is difficult to sustain — consider a multi-stage model.`);
     }
     return {
@@ -87,7 +87,9 @@ export function computeNetDebt(f) {
 }
 const params = Type.Object({
     symbol: Type.String({ description: "Stock ticker symbol (e.g. AAPL, MSFT)" }),
-    growth_rate: Type.Optional(Type.Number({ description: "Annual FCF growth rate as decimal (e.g. 0.10 for 10%). If omitted, estimated from historical data." })),
+    growth_rate: Type.Optional(Type.Number({
+        description: "Annual FCF growth rate as decimal (e.g. 0.10 for 10%). If omitted, estimated from historical data.",
+    })),
     discount_rate: Type.Optional(Type.Number({ description: "Discount rate / WACC as decimal (default: 0.10 for 10%)" })),
     terminal_growth: Type.Optional(Type.Number({ description: "Terminal growth rate as decimal (default: 0.03 for 3%)" })),
     projection_years: Type.Optional(Type.Number({ description: "Years to project forward (default: 5)" })),
@@ -97,7 +99,7 @@ export const dcfTool = {
     label: "DCF Valuation",
     description: "Compute a Discounted Cash Flow (DCF) intrinsic value estimate for a stock. Uses free cash flow, growth projections, and a discount rate to estimate what the stock is worth. Returns intrinsic value per share, margin of safety vs current price, and a sensitivity table.",
     parameters: params,
-    async execute(toolCallId, args) {
+    async execute(_toolCallId, args) {
         return withCredentialCheck("alpha_vantage", async () => {
             const symbol = args.symbol.toUpperCase();
             const config = getConfig();
@@ -115,7 +117,12 @@ export const dcfTool = {
                 missing.push(`stock quote (${quoteResult.reason})`);
             if (financialsResult.status === "unavailable" || quoteResult.status === "unavailable") {
                 return {
-                    content: [{ type: "text", text: `⚠ DCF valuation unavailable for ${symbol}. Missing: ${missing.join(", ")}. Both financials and current price are required.` }],
+                    content: [
+                        {
+                            type: "text",
+                            text: `⚠ DCF valuation unavailable for ${symbol}. Missing: ${missing.join(", ")}. Both financials and current price are required.`,
+                        },
+                    ],
                     details: null,
                 };
             }
@@ -125,19 +132,24 @@ export const dcfTool = {
             const latestFCF = financials[0]?.freeCashFlow ?? 0;
             if (latestFCF <= 0) {
                 return {
-                    content: [{ type: "text", text: `${symbol} has negative or zero free cash flow ($${latestFCF.toLocaleString()}). DCF is not meaningful for companies without positive FCF.` }],
+                    content: [
+                        {
+                            type: "text",
+                            text: `${symbol} has negative or zero free cash flow ($${latestFCF.toLocaleString()}). DCF is not meaningful for companies without positive FCF.`,
+                        },
+                    ],
                     details: null,
                 };
             }
             // Estimate growth from historical FCF if not provided
-            let growthRate = args.growth_rate ?? 0.10;
+            let growthRate = args.growth_rate ?? 0.1;
             if (!args.growth_rate && financials.length >= 2) {
                 const olderFCF = financials[1]?.freeCashFlow;
                 if (olderFCF && olderFCF > 0) {
                     growthRate = Math.max(0.02, Math.min(0.25, (latestFCF - olderFCF) / olderFCF));
                 }
             }
-            const discountRate = args.discount_rate ?? 0.10;
+            const discountRate = args.discount_rate ?? 0.1;
             const terminalGrowth = args.terminal_growth ?? 0.03;
             const years = args.projection_years ?? 5;
             const marketCap = overview?.marketCap ?? 0;