opencandle 0.4.0 → 0.6.0

package/src/tools/fundamentals/dcf.ts

@@ -1,10 +1,10 @@
-import { Type } from "@sinclair/typebox";
 import type { AgentTool } from "@earendil-works/pi-agent-core";
-import { getOverview, getFinancials } from "../../providers/alpha-vantage.js";
-import { getQuote } from "../../providers/yahoo-finance.js";
-import { wrapProvider } from "../../providers/wrap-provider.js";
+import { Type } from "@sinclair/typebox";
 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";
 import type { FinancialStatement } from "../../types/fundamentals.js";
 
 export interface DCFResult {
@@ -35,7 +35,15 @@ export interface DCFParams {
 }
 
 export function computeDCF(params: DCFParams): DCFResult {
-  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: Array<{ year: number; fcf: number; presentValue: number }> = [];
@@ -59,13 +67,25 @@ export function computeDCF(params: DCFParams): DCFResult {
   const intrinsicValue = equityValue / sharesOutstanding;
 
   // Sensitivity table: vary growth ±2% and discount ±2%
-  const sensitivityTable: Array<{ growthRate: number; discountRate: number; intrinsicValue: number }> = [];
+  const sensitivityTable: Array<{
+    growthRate: number;
+    discountRate: number;
+    intrinsicValue: number;
+  }> = [];
   for (let gDelta = -0.02; gDelta <= 0.02; gDelta += 0.01) {
     for (let dDelta = -0.02; dDelta <= 0.02; dDelta += 0.01) {
       const g = growthRate + gDelta;
       const d = discountRate + dDelta;
       if (d <= terminalGrowth || d <= 0 || g < 0) continue;
-      const sensResult = computeDCFSimple(freeCashFlow, g, d, terminalGrowth, years, netDebt, sharesOutstanding);
+      const sensResult = computeDCFSimple(
+        freeCashFlow,
+        g,
+        d,
+        terminalGrowth,
+        years,
+        netDebt,
+        sharesOutstanding,
+      );
       sensitivityTable.push({ growthRate: g, discountRate: d, intrinsicValue: sensResult });
     }
   }
@@ -74,17 +94,25 @@ export function computeDCF(params: DCFParams): DCFResult {
   const warnings: string[] = [];
   const tvPctOfEV = pvTerminal / enterpriseValue;
   if (tvPctOfEV > 0.85) {
-    warnings.push(`Terminal value is ${(tvPctOfEV * 100).toFixed(0)}% of enterprise value (typical: 40-80%). The valuation is heavily dependent on terminal assumptions.`);
+    warnings.push(
+      `Terminal value is ${(tvPctOfEV * 100).toFixed(0)}% of enterprise value (typical: 40-80%). The valuation is heavily dependent on terminal assumptions.`,
+    );
   }
   const spreadPct = discountRate - terminalGrowth;
   if (spreadPct < 0.02) {
-    warnings.push(`Terminal growth (${(terminalGrowth * 100).toFixed(1)}%) is very close to discount rate (${(discountRate * 100).toFixed(1)}%). Small changes in assumptions will produce large swings in value.`);
+    warnings.push(
+      `Terminal growth (${(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) {
-    warnings.push(`Discount rate of ${(discountRate * 100).toFixed(1)}% is outside typical WACC range (5-20%).`);
+  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) {
-    warnings.push(`Growth rate of ${(growthRate * 100).toFixed(1)}% exceeds 20%. High growth is difficult to sustain — consider a multi-stage model.`);
+  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 {
@@ -106,7 +134,13 @@ export function computeDCF(params: DCFParams): DCFResult {
 }
 
 function computeDCFSimple(
-  fcf: number, g: number, d: number, tg: number, years: number, debt: number, shares: number,
+  fcf: number,
+  g: number,
+  d: number,
+  tg: number,
+  years: number,
+  debt: number,
+  shares: number,
 ): number {
   let sumPV = 0;
   for (let y = 1; y <= years; y++) {
@@ -129,7 +163,10 @@ export function computeNetDebt(f: FinancialStatement): number {
 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." }),
+    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%)" }),
@@ -148,100 +185,113 @@ export const dcfTool: AgentTool<typeof params> = {
   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();
+      const symbol = args.symbol.toUpperCase();
+      const config = getConfig();
 
-    const [overviewResult, financialsResult, quoteResult] = await Promise.all([
-      wrapProvider("alphavantage", () => getOverview(symbol, config.alphaVantageApiKey!)),
-      wrapProvider("alphavantage", () => getFinancials(symbol, config.alphaVantageApiKey!)),
-      wrapProvider("yahoo", () => getQuote(symbol)),
-    ]);
+      const [overviewResult, financialsResult, quoteResult] = await Promise.all([
+        wrapProvider("alphavantage", () => getOverview(symbol, config.alphaVantageApiKey!)),
+        wrapProvider("alphavantage", () => getFinancials(symbol, config.alphaVantageApiKey!)),
+        wrapProvider("yahoo", () => getQuote(symbol)),
+      ]);
 
-    const missing: string[] = [];
-    if (overviewResult.status === "unavailable") missing.push(`company overview (${overviewResult.reason})`);
-    if (financialsResult.status === "unavailable") missing.push(`financial statements (${financialsResult.reason})`);
-    if (quoteResult.status === "unavailable") missing.push(`stock quote (${quoteResult.reason})`);
+      const missing: string[] = [];
+      if (overviewResult.status === "unavailable")
+        missing.push(`company overview (${overviewResult.reason})`);
+      if (financialsResult.status === "unavailable")
+        missing.push(`financial statements (${financialsResult.reason})`);
+      if (quoteResult.status === "unavailable") missing.push(`stock quote (${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.` }],
-        details: null,
-      };
-    }
+      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.`,
+            },
+          ],
+          details: null,
+        };
+      }
 
-    const overview = overviewResult.status === "ok" ? overviewResult.data : null;
-    const financials = financialsResult.data;
-    const quote = quoteResult.data;
+      const overview = overviewResult.status === "ok" ? overviewResult.data : null;
+      const financials = financialsResult.data;
+      const quote = quoteResult.data;
 
-    const latestFCF = financials[0]?.freeCashFlow ?? 0;
-    if (latestFCF <= 0) {
-      return {
-        content: [{ type: "text", text: `${symbol} has negative or zero free cash flow ($${latestFCF.toLocaleString()}). DCF is not meaningful for companies without positive FCF.` }],
-        details: null,
-      };
-    }
+      const latestFCF = financials[0]?.freeCashFlow ?? 0;
+      if (latestFCF <= 0) {
+        return {
+          content: [
+            {
+              type: "text",
+              text: `${symbol} has negative or zero free cash flow ($${latestFCF.toLocaleString()}). DCF is not meaningful for companies without positive FCF.`,
+            },
+          ],
+          details: null,
+        };
+      }
 
-    // Estimate growth from historical FCF if not provided
-    let growthRate = args.growth_rate ?? 0.10;
-    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));
+      // Estimate growth from historical FCF if not provided
+      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 terminalGrowth = args.terminal_growth ?? 0.03;
-    const years = args.projection_years ?? 5;
-    const marketCap = overview?.marketCap ?? 0;
-    const sharesOutstanding = quote.price > 0 && marketCap > 0 ? marketCap / quote.price : 1;
-    const netDebt = financials[0] ? computeNetDebt(financials[0]) : 0;
+      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;
+      const sharesOutstanding = quote.price > 0 && marketCap > 0 ? marketCap / quote.price : 1;
+      const netDebt = financials[0] ? computeNetDebt(financials[0]) : 0;
 
-    const result = computeDCF({
-      freeCashFlow: latestFCF,
-      growthRate,
-      discountRate,
-      terminalGrowth,
-      years,
-      netDebt: Math.max(0, netDebt),
-      sharesOutstanding,
-    });
+      const result = computeDCF({
+        freeCashFlow: latestFCF,
+        growthRate,
+        discountRate,
+        terminalGrowth,
+        years,
+        netDebt: Math.max(0, netDebt),
+        sharesOutstanding,
+      });
 
-    const marginOfSafety = (result.intrinsicValue - quote.price) / result.intrinsicValue;
-    const upside = (result.intrinsicValue - quote.price) / quote.price;
+      const marginOfSafety = (result.intrinsicValue - quote.price) / result.intrinsicValue;
+      const upside = (result.intrinsicValue - quote.price) / quote.price;
 
-    const lines = [
-      `**${symbol} DCF Valuation**`,
-      ``,
-      `Current Price: $${quote.price.toFixed(2)}`,
-      `Intrinsic Value: $${result.intrinsicValue.toFixed(2)}`,
-      `Margin of Safety: ${(marginOfSafety * 100).toFixed(1)}%`,
-      `Upside/Downside: ${upside >= 0 ? "+" : ""}${(upside * 100).toFixed(1)}%`,
-      ``,
-      `**Assumptions**`,
-      `Free Cash Flow: $${(latestFCF / 1e9).toFixed(2)}B`,
-      `Growth Rate: ${(growthRate * 100).toFixed(1)}%`,
-      `Discount Rate (WACC): ${(discountRate * 100).toFixed(1)}%`,
-      `Terminal Growth: ${(terminalGrowth * 100).toFixed(1)}%`,
-      `Projection: ${years} years`,
-      ``,
-      `**Projected Cash Flows**`,
-      ...result.projectedCashFlows.map((cf) =>
-        `  Year ${cf.year}: FCF $${(cf.fcf / 1e9).toFixed(2)}B → PV $${(cf.presentValue / 1e9).toFixed(2)}B`
-      ),
-      `  Terminal Value: $${(result.terminalValue / 1e9).toFixed(2)}B`,
-      `  Enterprise Value: $${(result.enterpriseValue / 1e9).toFixed(2)}B`,
-      ``,
-      `**Sensitivity Table** (Intrinsic Value at different Growth/Discount rates)`,
-      ...formatSensitivityTable(result.sensitivityTable),
-    ];
+      const lines = [
+        `**${symbol} DCF Valuation**`,
+        ``,
+        `Current Price: $${quote.price.toFixed(2)}`,
+        `Intrinsic Value: $${result.intrinsicValue.toFixed(2)}`,
+        `Margin of Safety: ${(marginOfSafety * 100).toFixed(1)}%`,
+        `Upside/Downside: ${upside >= 0 ? "+" : ""}${(upside * 100).toFixed(1)}%`,
+        ``,
+        `**Assumptions**`,
+        `Free Cash Flow: $${(latestFCF / 1e9).toFixed(2)}B`,
+        `Growth Rate: ${(growthRate * 100).toFixed(1)}%`,
+        `Discount Rate (WACC): ${(discountRate * 100).toFixed(1)}%`,
+        `Terminal Growth: ${(terminalGrowth * 100).toFixed(1)}%`,
+        `Projection: ${years} years`,
+        ``,
+        `**Projected Cash Flows**`,
+        ...result.projectedCashFlows.map(
+          (cf) =>
+            `  Year ${cf.year}: FCF $${(cf.fcf / 1e9).toFixed(2)}B → PV $${(cf.presentValue / 1e9).toFixed(2)}B`,
+        ),
+        `  Terminal Value: $${(result.terminalValue / 1e9).toFixed(2)}B`,
+        `  Enterprise Value: $${(result.enterpriseValue / 1e9).toFixed(2)}B`,
+        ``,
+        `**Sensitivity Table** (Intrinsic Value at different Growth/Discount rates)`,
+        ...formatSensitivityTable(result.sensitivityTable),
+      ];
 
-    return {
-      content: [{ type: "text", text: lines.join("\n") }],
-      details: { ...result, currentPrice: quote.price, marginOfSafety, upside },
-    };
+      return {
+        content: [{ type: "text", text: lines.join("\n") }],
+        details: { ...result, currentPrice: quote.price, marginOfSafety, upside },
+      };
     });
   },
 };

package/src/tools/fundamentals/earnings.ts

@@ -1,28 +1,38 @@
-import { Type } from "@sinclair/typebox";
 import type { AgentTool } from "@earendil-works/pi-agent-core";
-import { getEarnings } from "../../providers/alpha-vantage.js";
-import { wrapProvider } from "../../providers/wrap-provider.js";
+import { Type } from "@sinclair/typebox";
 import { getConfig } from "../../config.js";
 import { withCredentialCheck } from "../../onboarding/tool-helpers.js";
+import { getEarnings } from "../../providers/alpha-vantage.js";
+import { wrapProvider } from "../../providers/wrap-provider.js";
 import type { EarningsData } from "../../types/fundamentals.js";
 
 const params = Type.Object({
   symbol: Type.String({ description: "Stock ticker symbol (e.g. AAPL, MSFT)" }),
 });
 
-export const earningsTool: AgentTool<typeof params, EarningsData | { credentialRequired: unknown }> = {
+export const earningsTool: AgentTool<
+  typeof params,
+  EarningsData | { credentialRequired: unknown }
+> = {
   name: "get_earnings",
   label: "Earnings History",
   description:
     "Get quarterly earnings: reported EPS, estimated EPS, and surprise percentage for the last 8 quarters. 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", () => getEarnings(args.symbol.toUpperCase(), apiKey));
+      const result = await wrapProvider("alphavantage", () =>
+        getEarnings(args.symbol.toUpperCase(), apiKey),
+      );
       if (result.status === "unavailable") {
         return {
-          content: [{ type: "text", text: `⚠ Earnings data unavailable for ${args.symbol.toUpperCase()} (${result.reason}). Analysis will proceed without earnings history.` }],
+          content: [
+            {
+              type: "text",
+              text: `⚠ Earnings data unavailable for ${args.symbol.toUpperCase()} (${result.reason}). Analysis will proceed without earnings history.`,
+            },
+          ],
           details: null as any,
         };
       }

package/src/tools/fundamentals/financials.ts

@@ -1,22 +1,25 @@
-import { Type } from "@sinclair/typebox";
 import type { AgentTool } from "@earendil-works/pi-agent-core";
-import { getFinancials } from "../../providers/alpha-vantage.js";
-import { wrapProvider } from "../../providers/wrap-provider.js";
+import { Type } from "@sinclair/typebox";
 import { getConfig } from "../../config.js";
 import { withCredentialCheck } from "../../onboarding/tool-helpers.js";
+import { getFinancials } from "../../providers/alpha-vantage.js";
+import { wrapProvider } from "../../providers/wrap-provider.js";
 import type { FinancialStatement } from "../../types/fundamentals.js";
 
 const params = Type.Object({
   symbol: Type.String({ description: "Stock ticker symbol (e.g. AAPL, MSFT)" }),
 });
 
-export const financialsTool: AgentTool<typeof params, FinancialStatement[] | { credentialRequired: unknown }> = {
+export const financialsTool: AgentTool<
+  typeof params,
+  FinancialStatement[] | { credentialRequired: unknown }
+> = {
   name: "get_financials",
   label: "Financial Statements",
   description:
     "Get annual income statement data: revenue, gross profit, operating income, net income, and EPS. 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", () =>
@@ -24,7 +27,12 @@ export const financialsTool: AgentTool<typeof params, FinancialStatement[] | { c
       );
       if (result.status === "unavailable") {
         return {
-          content: [{ type: "text", text: `⚠ Financial statements unavailable for ${args.symbol.toUpperCase()} (${result.reason}). Analysis will proceed without financials.` }],
+          content: [
+            {
+              type: "text",
+              text: `⚠ Financial statements unavailable for ${args.symbol.toUpperCase()} (${result.reason}). Analysis will proceed without financials.`,
+            },
+          ],
           details: [],
         };
       }
@@ -37,8 +45,9 @@ export const financialsTool: AgentTool<typeof params, FinancialStatement[] | { c
       }
 
       const header = `${args.symbol.toUpperCase()} — Annual Income Statement (${statements.length} years)`;
-      const rows = statements.map((s) =>
-        `${s.fiscalDate} | Rev: $${fmt(s.revenue)} | GP: $${fmt(s.grossProfit)} | OpInc: $${fmt(s.operatingIncome)} | Net: $${fmt(s.netIncome)}`,
+      const rows = statements.map(
+        (s) =>
+          `${s.fiscalDate} | Rev: $${fmt(s.revenue)} | GP: $${fmt(s.grossProfit)} | OpInc: $${fmt(s.operatingIncome)} | Net: $${fmt(s.netIncome)}`,
       );
 
       const text = [header, ...rows].join("\n");

package/src/tools/fundamentals/sec-filings.ts

@@ -1,18 +1,26 @@
-import { Type } from "@sinclair/typebox";
 import type { AgentTool } from "@earendil-works/pi-agent-core";
+import { Type } from "@sinclair/typebox";
 import { searchFilings } from "../../providers/sec-edgar.js";
 import { wrapProvider } from "../../providers/wrap-provider.js";
+import { renderUntrustedText, untrustedContentHeader } from "../sentiment/untrusted-text.js";
 
 const params = Type.Object({
   symbol: Type.String({ description: "Stock ticker symbol (e.g. AAPL, MSFT, TSLA)" }),
   form_types: Type.Optional(
     Type.Array(Type.String(), {
-      description: "Filing types to search: 10-K (annual), 10-Q (quarterly), 8-K (material events). Default: all three.",
+      description:
+        "Filing types to search: 10-K (annual), 10-Q (quarterly), 8-K (material events). Default: all three.",
     }),
   ),
   limit: Type.Optional(
     Type.Number({ description: "Maximum number of filings to return (default: 10)" }),
   ),
+  include_snippets: Type.Optional(
+    Type.Boolean({
+      description:
+        "Include short filing-text evidence snippets for risk/MD&A/litigation themes. Default: true.",
+    }),
+  ),
 });
 
 export const secFilingsTool: AgentTool<typeof params> = {
@@ -21,15 +29,20 @@ export const secFilingsTool: AgentTool<typeof params> = {
   description:
     "Search SEC EDGAR for company filings (10-K annual reports, 10-Q quarterly reports, 8-K material events). Returns filing dates, types, and direct links to the documents. Free API, no key required.",
   parameters: params,
-  async execute(toolCallId, args) {
+  async execute(_toolCallId, args) {
     const symbol = args.symbol.toUpperCase();
     const formTypes = args.form_types ?? ["10-K", "10-Q", "8-K"];
     const limit = args.limit ?? 10;
+    const includeSnippets = args.include_snippets ?? true;
 
-    const result = await wrapProvider("sec-edgar", () => searchFilings(symbol, formTypes, limit));
+    const result = await wrapProvider("sec-edgar", () =>
+      searchFilings(symbol, formTypes, limit, { includeSnippets, snippetLimitPerFiling: 2 }),
+    );
     if (result.status === "unavailable") {
       return {
-        content: [{ type: "text", text: `⚠ SEC filings unavailable for ${symbol} (${result.reason}).` }],
+        content: [
+          { type: "text", text: `⚠ SEC filings unavailable for ${symbol} (${result.reason}).` },
+        ],
         details: null,
       };
     }
@@ -37,7 +50,12 @@ export const secFilingsTool: AgentTool<typeof params> = {
 
     if (filings.length === 0) {
       return {
-        content: [{ type: "text", text: `No SEC filings found for ${symbol}. Verify the ticker is a US-listed company.` }],
+        content: [
+          {
+            type: "text",
+            text: `No SEC filings found for ${symbol}. Verify the ticker is a US-listed company.`,
+          },
+        ],
         details: null,
       };
     }
@@ -45,12 +63,38 @@ export const secFilingsTool: AgentTool<typeof params> = {
     const lines = [
       `**${symbol} SEC Filings** (${filings.length} found)`,
       ``,
-      ...filings.map((f) =>
-        `  ${f.formType.padEnd(6)} | Filed: ${f.filedDate} | Period: ${f.periodOfReport || "N/A"} | ${f.entityName}`
+      ...filings.map(
+        (f) =>
+          `  ${f.formType.padEnd(6)} | Filed: ${f.filedDate} | Period: ${f.periodOfReport || "N/A"} | ${f.entityName}`,
       ),
       ``,
       `Links:`,
       ...filings.map((f) => `  ${f.formType} (${f.filedDate}): ${f.url}`),
+      ``,
+      `Primary documents:`,
+      ...filings.flatMap((f) => [
+        `  ${f.formType} (${f.filedDate}): ${f.primaryDocumentUrl ?? "N/A"}`,
+        ...(f.items?.length ? [`    8-K items: ${f.items.join(", ")}`] : []),
+      ]),
+      ...(includeSnippets
+        ? [
+            ``,
+            `Evidence snippets (short excerpts; review source filing for full context):`,
+            untrustedContentHeader("SEC filing snippets"),
+            ...filings.flatMap((f) =>
+              f.evidenceWarning
+                ? [`  ${f.formType} ${f.filedDate}: ${f.evidenceWarning}`]
+                : f.evidenceSnippets?.length
+                  ? f.evidenceSnippets.map(
+                      (snippet) =>
+                        `  ${f.formType} ${f.filedDate}: ${renderUntrustedText(snippet, 500)}`,
+                    )
+                  : [
+                      `  ${f.formType} ${f.filedDate}: No keyword snippet found in fetched primary document.`,
+                    ],
+            ),
+          ]
+        : []),
     ];
 
     return {

package/src/tools/index.ts

@@ -1,65 +1,76 @@
 import type { AgentTool } from "@earendil-works/pi-agent-core";
-import { stockQuoteTool } from "./market/stock-quote.js";
-import { stockHistoryTool } from "./market/stock-history.js";
-import { cryptoPriceTool } from "./market/crypto-price.js";
-import { cryptoHistoryTool } from "./market/crypto-history.js";
-import { searchTickerTool } from "./market/search-ticker.js";
 import { companyOverviewTool } from "./fundamentals/company-overview.js";
-import { financialsTool } from "./fundamentals/financials.js";
+import { compsTool } from "./fundamentals/comps.js";
+import { dcfTool } from "./fundamentals/dcf.js";
 import { earningsTool } from "./fundamentals/earnings.js";
-import { fredDataTool } from "./macro/fred-data.js";
+import { financialsTool } from "./fundamentals/financials.js";
+import { secFilingsTool } from "./fundamentals/sec-filings.js";
 import { fearGreedTool } from "./macro/fear-greed.js";
-import { redditSentimentTool } from "./sentiment/reddit-sentiment.js";
-import { twitterSentimentTool } from "./sentiment/twitter-sentiment.js";
-import { technicalIndicatorsTool } from "./technical/indicators.js";
-import { portfolioTrackerTool } from "./portfolio/tracker.js";
-import { riskAnalysisTool } from "./portfolio/risk-analysis.js";
-import { watchlistTool } from "./portfolio/watchlist.js";
-import { correlationTool } from "./portfolio/correlation.js";
+import { fredDataTool } from "./macro/fred-data.js";
+import { cryptoHistoryTool } from "./market/crypto-history.js";
+import { cryptoPriceTool } from "./market/crypto-price.js";
+import { screenStocksTool } from "./market/screen-stocks.js";
+import { searchTickerTool } from "./market/search-ticker.js";
+import { stockHistoryTool } from "./market/stock-history.js";
+import { stockQuoteTool } from "./market/stock-quote.js";
 import { optionChainTool } from "./options/option-chain.js";
-import { dcfTool } from "./fundamentals/dcf.js";
-import { compsTool } from "./fundamentals/comps.js";
-import { secFilingsTool } from "./fundamentals/sec-filings.js";
-import { backtestTool } from "./technical/backtest.js";
+import { alertsTool } from "./portfolio/alerts.js";
+import { correlationTool } from "./portfolio/correlation.js";
+import { dailyReportTool } from "./portfolio/daily-report.js";
+import { holdingsOverlapTool } from "./portfolio/holdings-overlap.js";
+import { notificationsTool } from "./portfolio/notifications.js";
 import { predictionsTool } from "./portfolio/predictions.js";
+import { riskAnalysisTool } from "./portfolio/risk-analysis.js";
+import { portfolioTrackerTool } from "./portfolio/tracker.js";
+import { watchlistTool } from "./portfolio/watchlist.js";
+import { redditSentimentTool } from "./sentiment/reddit-sentiment.js";
+import { sentimentSummaryTool } from "./sentiment/sentiment-summary.js";
+import { sentimentTrendTool } from "./sentiment/sentiment-trend.js";
+import { twitterSentimentTool } from "./sentiment/twitter-sentiment.js";
 import { webSearchTool } from "./sentiment/web-search.js";
 import { webSentimentTool } from "./sentiment/web-sentiment.js";
-import { sentimentTrendTool } from "./sentiment/sentiment-trend.js";
-import { sentimentSummaryTool } from "./sentiment/sentiment-summary.js";
+import { backtestTool } from "./technical/backtest.js";
+import { technicalIndicatorsTool } from "./technical/indicators.js";
 
-export { stockQuoteTool } from "./market/stock-quote.js";
-export { stockHistoryTool } from "./market/stock-history.js";
-export { cryptoPriceTool } from "./market/crypto-price.js";
-export { cryptoHistoryTool } from "./market/crypto-history.js";
-export { searchTickerTool } from "./market/search-ticker.js";
 export { companyOverviewTool } from "./fundamentals/company-overview.js";
-export { financialsTool } from "./fundamentals/financials.js";
-export { earningsTool } from "./fundamentals/earnings.js";
-export { dcfTool } from "./fundamentals/dcf.js";
 export { compsTool } from "./fundamentals/comps.js";
+export { dcfTool } from "./fundamentals/dcf.js";
+export { earningsTool } from "./fundamentals/earnings.js";
+export { financialsTool } from "./fundamentals/financials.js";
 export { secFilingsTool } from "./fundamentals/sec-filings.js";
-export { fredDataTool } from "./macro/fred-data.js";
 export { fearGreedTool } from "./macro/fear-greed.js";
+export { fredDataTool } from "./macro/fred-data.js";
+export { cryptoHistoryTool } from "./market/crypto-history.js";
+export { cryptoPriceTool } from "./market/crypto-price.js";
+export { screenStocksTool } from "./market/screen-stocks.js";
+export { searchTickerTool } from "./market/search-ticker.js";
+export { stockHistoryTool } from "./market/stock-history.js";
+export { stockQuoteTool } from "./market/stock-quote.js";
+export { optionChainTool } from "./options/option-chain.js";
+export { alertsTool } from "./portfolio/alerts.js";
+export { correlationTool } from "./portfolio/correlation.js";
+export { dailyReportTool } from "./portfolio/daily-report.js";
+export { holdingsOverlapTool } from "./portfolio/holdings-overlap.js";
+export { notificationsTool } from "./portfolio/notifications.js";
+export { predictionsTool } from "./portfolio/predictions.js";
+export { riskAnalysisTool } from "./portfolio/risk-analysis.js";
+export { portfolioTrackerTool } from "./portfolio/tracker.js";
+export { watchlistTool } from "./portfolio/watchlist.js";
 export { redditSentimentTool } from "./sentiment/reddit-sentiment.js";
+export { sentimentSummaryTool } from "./sentiment/sentiment-summary.js";
+export { sentimentTrendTool } from "./sentiment/sentiment-trend.js";
 export { twitterSentimentTool } from "./sentiment/twitter-sentiment.js";
 export { webSearchTool } from "./sentiment/web-search.js";
 export { webSentimentTool } from "./sentiment/web-sentiment.js";
-export { sentimentTrendTool } from "./sentiment/sentiment-trend.js";
-export { sentimentSummaryTool } from "./sentiment/sentiment-summary.js";
-export { technicalIndicatorsTool } from "./technical/indicators.js";
 export { backtestTool } from "./technical/backtest.js";
-export { portfolioTrackerTool } from "./portfolio/tracker.js";
-export { riskAnalysisTool } from "./portfolio/risk-analysis.js";
-export { watchlistTool } from "./portfolio/watchlist.js";
-export { correlationTool } from "./portfolio/correlation.js";
-export { predictionsTool } from "./portfolio/predictions.js";
-export { optionChainTool } from "./options/option-chain.js";
+export { technicalIndicatorsTool } from "./technical/indicators.js";
 
 export function getAllTools(): AgentTool<any>[] {
   return [
     searchTickerTool,
     stockQuoteTool,
     stockHistoryTool,
+    screenStocksTool,
     cryptoPriceTool,
     cryptoHistoryTool,
     companyOverviewTool,
@@ -78,7 +89,11 @@ export function getAllTools(): AgentTool<any>[] {
     riskAnalysisTool,
     watchlistTool,
     correlationTool,
+    holdingsOverlapTool,
     predictionsTool,
+    alertsTool,
+    dailyReportTool,
+    notificationsTool,
     optionChainTool,
     webSearchTool,
     webSentimentTool,