opencandle 0.5.0 → 0.6.0

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 (527) hide show
  1. package/README.md +164 -187
  2. package/dist/analysts/contracts.d.ts +1 -3
  3. package/dist/analysts/contracts.js +1 -11
  4. package/dist/analysts/contracts.js.map +1 -1
  5. package/dist/analysts/orchestrator.d.ts +1 -3
  6. package/dist/analysts/orchestrator.js +1 -26
  7. package/dist/analysts/orchestrator.js.map +1 -1
  8. package/dist/cli.js +30 -7
  9. package/dist/cli.js.map +1 -1
  10. package/dist/config.d.ts +3 -3
  11. package/dist/config.js +12 -5
  12. package/dist/config.js.map +1 -1
  13. package/dist/index.d.ts +1 -1
  14. package/dist/index.js +1 -1
  15. package/dist/index.js.map +1 -1
  16. package/dist/infra/browser.js +3 -1
  17. package/dist/infra/browser.js.map +1 -1
  18. package/dist/infra/cache.d.ts +8 -11
  19. package/dist/infra/cache.js +17 -15
  20. package/dist/infra/cache.js.map +1 -1
  21. package/dist/infra/http-client.d.ts +4 -1
  22. package/dist/infra/http-client.js +59 -6
  23. package/dist/infra/http-client.js.map +1 -1
  24. package/dist/infra/index.d.ts +3 -3
  25. package/dist/infra/index.js +3 -3
  26. package/dist/infra/index.js.map +1 -1
  27. package/dist/infra/native-dependencies.js +2 -2
  28. package/dist/infra/native-dependencies.js.map +1 -1
  29. package/dist/infra/node-version.js.map +1 -1
  30. package/dist/infra/opencandle-paths.d.ts +0 -3
  31. package/dist/infra/opencandle-paths.js +4 -11
  32. package/dist/infra/opencandle-paths.js.map +1 -1
  33. package/dist/infra/rate-limiter.js +12 -9
  34. package/dist/infra/rate-limiter.js.map +1 -1
  35. package/dist/market-state/alert-conditions.d.ts +34 -0
  36. package/dist/market-state/alert-conditions.js +23 -0
  37. package/dist/market-state/alert-conditions.js.map +1 -0
  38. package/dist/market-state/alert-runner.d.ts +55 -0
  39. package/dist/market-state/alert-runner.js +634 -0
  40. package/dist/market-state/alert-runner.js.map +1 -0
  41. package/dist/market-state/daily-report.d.ts +26 -0
  42. package/dist/market-state/daily-report.js +179 -0
  43. package/dist/market-state/daily-report.js.map +1 -0
  44. package/dist/market-state/local-automation-service.d.ts +25 -0
  45. package/dist/market-state/local-automation-service.js +119 -0
  46. package/dist/market-state/local-automation-service.js.map +1 -0
  47. package/dist/market-state/notification-delivery.d.ts +14 -0
  48. package/dist/market-state/notification-delivery.js +139 -0
  49. package/dist/market-state/notification-delivery.js.map +1 -0
  50. package/dist/market-state/resolve-for-mutation.d.ts +10 -0
  51. package/dist/market-state/resolve-for-mutation.js +15 -0
  52. package/dist/market-state/resolve-for-mutation.js.map +1 -0
  53. package/dist/market-state/resolve.d.ts +14 -0
  54. package/dist/market-state/resolve.js +89 -0
  55. package/dist/market-state/resolve.js.map +1 -0
  56. package/dist/market-state/service.d.ts +527 -0
  57. package/dist/market-state/service.js +1099 -0
  58. package/dist/market-state/service.js.map +1 -0
  59. package/dist/memory/index.d.ts +7 -7
  60. package/dist/memory/index.js +6 -6
  61. package/dist/memory/index.js.map +1 -1
  62. package/dist/memory/manager.js +11 -11
  63. package/dist/memory/manager.js.map +1 -1
  64. package/dist/memory/retrieval.js +7 -4
  65. package/dist/memory/retrieval.js.map +1 -1
  66. package/dist/memory/sqlite.js +385 -3
  67. package/dist/memory/sqlite.js.map +1 -1
  68. package/dist/memory/storage.js +1 -2
  69. package/dist/memory/storage.js.map +1 -1
  70. package/dist/memory/tool-defaults.js +64 -28
  71. package/dist/memory/tool-defaults.js.map +1 -1
  72. package/dist/memory/types.js.map +1 -1
  73. package/dist/monitor.d.ts +2 -0
  74. package/dist/monitor.js +104 -0
  75. package/dist/monitor.js.map +1 -0
  76. package/dist/onboarding/connect.js +4 -6
  77. package/dist/onboarding/connect.js.map +1 -1
  78. package/dist/onboarding/credential-interceptor.js +1 -1
  79. package/dist/onboarding/credential-interceptor.js.map +1 -1
  80. package/dist/onboarding/degradation-accumulator.js +1 -3
  81. package/dist/onboarding/degradation-accumulator.js.map +1 -1
  82. package/dist/onboarding/providers.js +3 -16
  83. package/dist/onboarding/providers.js.map +1 -1
  84. package/dist/onboarding/state.js.map +1 -1
  85. package/dist/onboarding/tool-helpers.js +1 -1
  86. package/dist/onboarding/tool-helpers.js.map +1 -1
  87. package/dist/onboarding/tool-tags.js +6 -4
  88. package/dist/onboarding/tool-tags.js.map +1 -1
  89. package/dist/onboarding/validation.js +1 -1
  90. package/dist/onboarding/validation.js.map +1 -1
  91. package/dist/pi/opencandle-extension.d.ts +8 -0
  92. package/dist/pi/opencandle-extension.js +412 -28
  93. package/dist/pi/opencandle-extension.js.map +1 -1
  94. package/dist/pi/session.d.ts +1 -1
  95. package/dist/pi/session.js +3 -1
  96. package/dist/pi/session.js.map +1 -1
  97. package/dist/pi/setup.js +8 -3
  98. package/dist/pi/setup.js.map +1 -1
  99. package/dist/pi/tool-adapter.js +5 -2
  100. package/dist/pi/tool-adapter.js.map +1 -1
  101. package/dist/prompts/context-builder.d.ts +1 -1
  102. package/dist/prompts/context-builder.js +19 -6
  103. package/dist/prompts/context-builder.js.map +1 -1
  104. package/dist/prompts/policy-cards.d.ts +1 -1
  105. package/dist/prompts/policy-cards.js +1 -1
  106. package/dist/prompts/policy-cards.js.map +1 -1
  107. package/dist/prompts/sections.d.ts +1 -1
  108. package/dist/prompts/symbol-preflight.d.ts +20 -0
  109. package/dist/prompts/symbol-preflight.js +49 -0
  110. package/dist/prompts/symbol-preflight.js.map +1 -0
  111. package/dist/prompts/workflow-prompts.d.ts +1 -1
  112. package/dist/prompts/workflow-prompts.js +54 -16
  113. package/dist/prompts/workflow-prompts.js.map +1 -1
  114. package/dist/providers/alpha-vantage.d.ts +1 -1
  115. package/dist/providers/alpha-vantage.js +26 -7
  116. package/dist/providers/alpha-vantage.js.map +1 -1
  117. package/dist/providers/coingecko.js +1 -1
  118. package/dist/providers/coingecko.js.map +1 -1
  119. package/dist/providers/errors.d.ts +5 -0
  120. package/dist/providers/errors.js +11 -0
  121. package/dist/providers/errors.js.map +1 -0
  122. package/dist/providers/exa-search.d.ts +2 -2
  123. package/dist/providers/exa-search.js +19 -11
  124. package/dist/providers/exa-search.js.map +1 -1
  125. package/dist/providers/fear-greed.js +1 -1
  126. package/dist/providers/fear-greed.js.map +1 -1
  127. package/dist/providers/finnhub.js +3 -5
  128. package/dist/providers/finnhub.js.map +1 -1
  129. package/dist/providers/fred.js +2 -2
  130. package/dist/providers/fred.js.map +1 -1
  131. package/dist/providers/index.d.ts +7 -6
  132. package/dist/providers/index.js +6 -5
  133. package/dist/providers/index.js.map +1 -1
  134. package/dist/providers/reddit.js +2 -2
  135. package/dist/providers/reddit.js.map +1 -1
  136. package/dist/providers/sec-edgar.d.ts +1 -0
  137. package/dist/providers/sec-edgar.js +12 -4
  138. package/dist/providers/sec-edgar.js.map +1 -1
  139. package/dist/providers/tradingview.d.ts +47 -0
  140. package/dist/providers/tradingview.js +275 -0
  141. package/dist/providers/tradingview.js.map +1 -0
  142. package/dist/providers/twitter.js +6 -8
  143. package/dist/providers/twitter.js.map +1 -1
  144. package/dist/providers/web-search.js +26 -12
  145. package/dist/providers/web-search.js.map +1 -1
  146. package/dist/providers/with-fallback.js +4 -2
  147. package/dist/providers/with-fallback.js.map +1 -1
  148. package/dist/providers/wrap-provider.d.ts +2 -3
  149. package/dist/providers/wrap-provider.js +14 -8
  150. package/dist/providers/wrap-provider.js.map +1 -1
  151. package/dist/providers/yahoo-finance.d.ts +1 -1
  152. package/dist/providers/yahoo-finance.js +101 -17
  153. package/dist/providers/yahoo-finance.js.map +1 -1
  154. package/dist/routing/classify-intent.d.ts +6 -0
  155. package/dist/routing/classify-intent.js +78 -7
  156. package/dist/routing/classify-intent.js.map +1 -1
  157. package/dist/routing/defaults.d.ts +1 -1
  158. package/dist/routing/entity-extractor.d.ts +1 -0
  159. package/dist/routing/entity-extractor.js +234 -29
  160. package/dist/routing/entity-extractor.js.map +1 -1
  161. package/dist/routing/fund-symbols.d.ts +2 -0
  162. package/dist/routing/fund-symbols.js +55 -0
  163. package/dist/routing/fund-symbols.js.map +1 -0
  164. package/dist/routing/horizon.d.ts +1 -0
  165. package/dist/routing/horizon.js +10 -0
  166. package/dist/routing/horizon.js.map +1 -0
  167. package/dist/routing/index.d.ts +10 -10
  168. package/dist/routing/index.js +6 -6
  169. package/dist/routing/index.js.map +1 -1
  170. package/dist/routing/planning.d.ts +1 -1
  171. package/dist/routing/planning.js +65 -34
  172. package/dist/routing/planning.js.map +1 -1
  173. package/dist/routing/route-manifest.d.ts +2 -2
  174. package/dist/routing/route-manifest.js +25 -4
  175. package/dist/routing/route-manifest.js.map +1 -1
  176. package/dist/routing/router-llm-client.js.map +1 -1
  177. package/dist/routing/router-prompt.js +7 -9
  178. package/dist/routing/router-prompt.js.map +1 -1
  179. package/dist/routing/router-types.d.ts +1 -0
  180. package/dist/routing/router.js +137 -22
  181. package/dist/routing/router.js.map +1 -1
  182. package/dist/routing/slot-resolver.d.ts +1 -1
  183. package/dist/routing/slot-resolver.js +2 -4
  184. package/dist/routing/slot-resolver.js.map +1 -1
  185. package/dist/routing/symbol-disambiguator.d.ts +11 -0
  186. package/dist/routing/symbol-disambiguator.js +52 -0
  187. package/dist/routing/symbol-disambiguator.js.map +1 -0
  188. package/dist/routing/turn-context.d.ts +1 -1
  189. package/dist/routing/turn-context.js +1 -1
  190. package/dist/routing/turn-context.js.map +1 -1
  191. package/dist/routing/types.d.ts +2 -0
  192. package/dist/runtime/answer-contracts.js +36 -8
  193. package/dist/runtime/answer-contracts.js.map +1 -1
  194. package/dist/runtime/artifact-contracts.js.map +1 -1
  195. package/dist/runtime/planning-evidence.js +47 -26
  196. package/dist/runtime/planning-evidence.js.map +1 -1
  197. package/dist/runtime/prompt-step.d.ts +1 -9
  198. package/dist/runtime/prompt-step.js +0 -10
  199. package/dist/runtime/prompt-step.js.map +1 -1
  200. package/dist/runtime/run-context.d.ts +5 -2
  201. package/dist/runtime/run-context.js +8 -1
  202. package/dist/runtime/run-context.js.map +1 -1
  203. package/dist/runtime/session-coordinator.d.ts +13 -5
  204. package/dist/runtime/session-coordinator.js +160 -20
  205. package/dist/runtime/session-coordinator.js.map +1 -1
  206. package/dist/runtime/session-title.d.ts +14 -0
  207. package/dist/runtime/session-title.js +50 -0
  208. package/dist/runtime/session-title.js.map +1 -0
  209. package/dist/runtime/tool-defaults-wrapper.js +1 -3
  210. package/dist/runtime/tool-defaults-wrapper.js.map +1 -1
  211. package/dist/runtime/validation.js.map +1 -1
  212. package/dist/runtime/workflow-events.js.map +1 -1
  213. package/dist/runtime/workflow-runner.d.ts +3 -3
  214. package/dist/runtime/workflow-runner.js +1 -1
  215. package/dist/runtime/workflow-runner.js.map +1 -1
  216. package/dist/sentiment/adapters/finnhub.d.ts +1 -1
  217. package/dist/sentiment/adapters/finnhub.js +6 -1
  218. package/dist/sentiment/adapters/finnhub.js.map +1 -1
  219. package/dist/sentiment/adapters/reddit.d.ts +2 -2
  220. package/dist/sentiment/adapters/twitter.d.ts +1 -1
  221. package/dist/sentiment/adapters/web.d.ts +1 -1
  222. package/dist/sentiment/index.d.ts +9 -11
  223. package/dist/sentiment/index.js +9 -20
  224. package/dist/sentiment/index.js.map +1 -1
  225. package/dist/sentiment/keywords.js +26 -4
  226. package/dist/sentiment/keywords.js.map +1 -1
  227. package/dist/sentiment/pipeline.d.ts +2 -2
  228. package/dist/sentiment/pipeline.js +1 -1
  229. package/dist/sentiment/pipeline.js.map +1 -1
  230. package/dist/sentiment/scorer.js +1 -1
  231. package/dist/sentiment/store.d.ts +1 -1
  232. package/dist/sentiment/store.js +1 -1
  233. package/dist/sentiment/store.js.map +1 -1
  234. package/dist/sentiment/trends.d.ts +1 -1
  235. package/dist/sentiment/trends.js.map +1 -1
  236. package/dist/sentiment/types.js.map +1 -1
  237. package/dist/system-prompt.js +3 -2
  238. package/dist/system-prompt.js.map +1 -1
  239. package/dist/tool-kit.d.ts +7 -7
  240. package/dist/tool-kit.js +4 -4
  241. package/dist/tool-kit.js.map +1 -1
  242. package/dist/tools/fundamentals/company-overview.js +11 -6
  243. package/dist/tools/fundamentals/company-overview.js.map +1 -1
  244. package/dist/tools/fundamentals/comps.js +18 -9
  245. package/dist/tools/fundamentals/comps.js.map +1 -1
  246. package/dist/tools/fundamentals/dcf.js +23 -11
  247. package/dist/tools/fundamentals/dcf.js.map +1 -1
  248. package/dist/tools/fundamentals/earnings.js +8 -3
  249. package/dist/tools/fundamentals/earnings.js.map +1 -1
  250. package/dist/tools/fundamentals/financials.js +8 -3
  251. package/dist/tools/fundamentals/financials.js.map +1 -1
  252. package/dist/tools/fundamentals/sec-filings.js +21 -6
  253. package/dist/tools/fundamentals/sec-filings.js.map +1 -1
  254. package/dist/tools/index.d.ts +23 -19
  255. package/dist/tools/index.js +51 -39
  256. package/dist/tools/index.js.map +1 -1
  257. package/dist/tools/interaction/ask-user.js +15 -3
  258. package/dist/tools/interaction/ask-user.js.map +1 -1
  259. package/dist/tools/interaction/twitter-login.js +13 -3
  260. package/dist/tools/interaction/twitter-login.js.map +1 -1
  261. package/dist/tools/macro/fear-greed.js.map +1 -1
  262. package/dist/tools/macro/fred-data.d.ts +1 -1
  263. package/dist/tools/macro/fred-data.js +17 -6
  264. package/dist/tools/macro/fred-data.js.map +1 -1
  265. package/dist/tools/market/crypto-history.js +3 -1
  266. package/dist/tools/market/crypto-history.js.map +1 -1
  267. package/dist/tools/market/crypto-price.js +3 -1
  268. package/dist/tools/market/crypto-price.js.map +1 -1
  269. package/dist/tools/market/screen-stocks.d.ts +18 -0
  270. package/dist/tools/market/screen-stocks.js +252 -0
  271. package/dist/tools/market/screen-stocks.js.map +1 -0
  272. package/dist/tools/market/search-ticker.js +160 -8
  273. package/dist/tools/market/search-ticker.js.map +1 -1
  274. package/dist/tools/market/stock-history.d.ts +2 -2
  275. package/dist/tools/market/stock-history.js +26 -7
  276. package/dist/tools/market/stock-history.js.map +1 -1
  277. package/dist/tools/market/stock-quote.js +5 -3
  278. package/dist/tools/market/stock-quote.js.map +1 -1
  279. package/dist/tools/options/greeks.js +1 -1
  280. package/dist/tools/options/greeks.js.map +1 -1
  281. package/dist/tools/options/option-chain.js +19 -6
  282. package/dist/tools/options/option-chain.js.map +1 -1
  283. package/dist/tools/portfolio/alerts.d.ts +15 -0
  284. package/dist/tools/portfolio/alerts.js +357 -0
  285. package/dist/tools/portfolio/alerts.js.map +1 -0
  286. package/dist/tools/portfolio/correlation.d.ts +1 -1
  287. package/dist/tools/portfolio/correlation.js +33 -13
  288. package/dist/tools/portfolio/correlation.js.map +1 -1
  289. package/dist/tools/portfolio/daily-report.d.ts +8 -0
  290. package/dist/tools/portfolio/daily-report.js +83 -0
  291. package/dist/tools/portfolio/daily-report.js.map +1 -0
  292. package/dist/tools/portfolio/holdings-overlap.js +10 -3
  293. package/dist/tools/portfolio/holdings-overlap.js.map +1 -1
  294. package/dist/tools/portfolio/notifications.d.ts +7 -0
  295. package/dist/tools/portfolio/notifications.js +43 -0
  296. package/dist/tools/portfolio/notifications.js.map +1 -0
  297. package/dist/tools/portfolio/predictions.d.ts +12 -6
  298. package/dist/tools/portfolio/predictions.js +337 -87
  299. package/dist/tools/portfolio/predictions.js.map +1 -1
  300. package/dist/tools/portfolio/risk-analysis.d.ts +1 -1
  301. package/dist/tools/portfolio/risk-analysis.js +45 -6
  302. package/dist/tools/portfolio/risk-analysis.js.map +1 -1
  303. package/dist/tools/portfolio/tracker.d.ts +4 -3
  304. package/dist/tools/portfolio/tracker.js +246 -101
  305. package/dist/tools/portfolio/tracker.js.map +1 -1
  306. package/dist/tools/portfolio/watchlist.d.ts +6 -4
  307. package/dist/tools/portfolio/watchlist.js +208 -108
  308. package/dist/tools/portfolio/watchlist.js.map +1 -1
  309. package/dist/tools/sentiment/reddit-sentiment.js +23 -10
  310. package/dist/tools/sentiment/reddit-sentiment.js.map +1 -1
  311. package/dist/tools/sentiment/sentiment-summary.js +15 -13
  312. package/dist/tools/sentiment/sentiment-summary.js.map +1 -1
  313. package/dist/tools/sentiment/sentiment-trend.d.ts +1 -1
  314. package/dist/tools/sentiment/sentiment-trend.js +12 -2
  315. package/dist/tools/sentiment/sentiment-trend.js.map +1 -1
  316. package/dist/tools/sentiment/twitter-sentiment.js +12 -5
  317. package/dist/tools/sentiment/twitter-sentiment.js.map +1 -1
  318. package/dist/tools/sentiment/untrusted-text.d.ts +2 -0
  319. package/dist/tools/sentiment/untrusted-text.js +17 -0
  320. package/dist/tools/sentiment/untrusted-text.js.map +1 -0
  321. package/dist/tools/sentiment/web-search.js +9 -13
  322. package/dist/tools/sentiment/web-search.js.map +1 -1
  323. package/dist/tools/sentiment/web-sentiment.js +15 -3
  324. package/dist/tools/sentiment/web-sentiment.js.map +1 -1
  325. package/dist/tools/technical/backtest.d.ts +1 -1
  326. package/dist/tools/technical/backtest.js +27 -20
  327. package/dist/tools/technical/backtest.js.map +1 -1
  328. package/dist/tools/technical/indicators.js +23 -5
  329. package/dist/tools/technical/indicators.js.map +1 -1
  330. package/dist/types/index.d.ts +3 -3
  331. package/dist/types/index.js.map +1 -1
  332. package/dist/types/market.d.ts +1 -0
  333. package/dist/types/portfolio.d.ts +14 -4
  334. package/dist/workflows/compare-assets.d.ts +0 -3
  335. package/dist/workflows/compare-assets.js +20 -11
  336. package/dist/workflows/compare-assets.js.map +1 -1
  337. package/dist/workflows/index.d.ts +3 -4
  338. package/dist/workflows/index.js +3 -3
  339. package/dist/workflows/index.js.map +1 -1
  340. package/dist/workflows/options-screener.d.ts +0 -3
  341. package/dist/workflows/options-screener.js +4 -11
  342. package/dist/workflows/options-screener.js.map +1 -1
  343. package/dist/workflows/portfolio-builder.d.ts +0 -3
  344. package/dist/workflows/portfolio-builder.js +0 -8
  345. package/dist/workflows/portfolio-builder.js.map +1 -1
  346. package/gui/server/ask-user-bridge.ts +1 -1
  347. package/gui/server/automation-heartbeat.ts +97 -0
  348. package/gui/server/background-quotes.ts +97 -1
  349. package/gui/server/chat-event-adapter.ts +32 -10
  350. package/gui/server/chat-run-session.ts +16 -0
  351. package/gui/server/invoke-tool.ts +144 -1
  352. package/gui/server/live-chat-event-adapter.ts +21 -6
  353. package/gui/server/market-state-api.ts +315 -0
  354. package/gui/server/model-setup.ts +149 -2
  355. package/gui/server/private-api-access.ts +62 -0
  356. package/gui/server/projector.ts +12 -7
  357. package/gui/server/prompt-observation.ts +4 -7
  358. package/gui/server/quote-snapshot-store.ts +50 -0
  359. package/gui/server/server.ts +200 -451
  360. package/gui/server/session-actions.ts +186 -1
  361. package/gui/server/shutdown.ts +47 -0
  362. package/gui/server/tool-invoke-ack.ts +49 -0
  363. package/gui/server/tool-metadata.ts +23 -10
  364. package/gui/server/websocket.ts +13 -3
  365. package/gui/server/writer-lock.ts +6 -2
  366. package/gui/server/ws-hub.ts +292 -0
  367. package/gui/shared/chat-events.ts +16 -1
  368. package/gui/shared/event-reducer.ts +24 -6
  369. package/gui/web/dist/assets/CatalogOverlay-eJ2cBk33.js +1 -0
  370. package/gui/web/dist/assets/index-2KZtKBmu.css +1 -0
  371. package/gui/web/dist/assets/index-CveNgtDg.js +69 -0
  372. package/gui/web/dist/index.html +2 -2
  373. package/package.json +5 -1
  374. package/src/analysts/contracts.ts +10 -23
  375. package/src/analysts/orchestrator.ts +8 -43
  376. package/src/cli.ts +35 -12
  377. package/src/config.ts +17 -9
  378. package/src/index.ts +1 -1
  379. package/src/infra/browser.ts +3 -1
  380. package/src/infra/cache.ts +41 -30
  381. package/src/infra/http-client.ts +72 -6
  382. package/src/infra/index.ts +7 -10
  383. package/src/infra/native-dependencies.ts +8 -3
  384. package/src/infra/node-version.ts +3 -1
  385. package/src/infra/opencandle-paths.ts +3 -14
  386. package/src/infra/rate-limiter.ts +22 -19
  387. package/src/market-state/alert-conditions.ts +82 -0
  388. package/src/market-state/alert-runner.ts +863 -0
  389. package/src/market-state/daily-report.ts +247 -0
  390. package/src/market-state/local-automation-service.ts +162 -0
  391. package/src/market-state/notification-delivery.ts +158 -0
  392. package/src/market-state/resolve-for-mutation.ts +24 -0
  393. package/src/market-state/resolve.ts +112 -0
  394. package/src/market-state/service.ts +2344 -0
  395. package/src/memory/index.ts +7 -7
  396. package/src/memory/manager.ts +14 -16
  397. package/src/memory/retrieval.ts +8 -7
  398. package/src/memory/sqlite.ts +407 -6
  399. package/src/memory/storage.ts +5 -15
  400. package/src/memory/tool-defaults.ts +60 -39
  401. package/src/memory/types.ts +3 -3
  402. package/src/monitor.ts +121 -0
  403. package/src/onboarding/connect.ts +10 -33
  404. package/src/onboarding/credential-interceptor.ts +3 -15
  405. package/src/onboarding/degradation-accumulator.ts +1 -3
  406. package/src/onboarding/providers.ts +9 -40
  407. package/src/onboarding/state.ts +4 -15
  408. package/src/onboarding/tool-helpers.ts +2 -9
  409. package/src/onboarding/tool-tags.ts +6 -6
  410. package/src/onboarding/validation.ts +14 -20
  411. package/src/pi/opencandle-extension.ts +529 -85
  412. package/src/pi/session.ts +7 -5
  413. package/src/pi/setup.ts +61 -43
  414. package/src/pi/tool-adapter.ts +5 -2
  415. package/src/prompts/context-builder.ts +23 -12
  416. package/src/prompts/policy-cards.ts +2 -2
  417. package/src/prompts/sections.ts +1 -1
  418. package/src/prompts/symbol-preflight.ts +80 -0
  419. package/src/prompts/workflow-prompts.ts +77 -28
  420. package/src/providers/alpha-vantage.ts +58 -39
  421. package/src/providers/coingecko.ts +2 -5
  422. package/src/providers/errors.ts +9 -0
  423. package/src/providers/exa-search.ts +24 -22
  424. package/src/providers/fear-greed.ts +1 -1
  425. package/src/providers/finnhub.ts +7 -6
  426. package/src/providers/fred.ts +3 -3
  427. package/src/providers/index.ts +14 -6
  428. package/src/providers/reddit.ts +17 -6
  429. package/src/providers/sec-edgar.ts +20 -6
  430. package/src/providers/tradingview.ts +399 -0
  431. package/src/providers/twitter.ts +6 -8
  432. package/src/providers/web-search.ts +30 -20
  433. package/src/providers/with-fallback.ts +8 -7
  434. package/src/providers/wrap-provider.ts +15 -10
  435. package/src/providers/yahoo-finance.ts +140 -35
  436. package/src/routing/classify-intent.ts +101 -10
  437. package/src/routing/defaults.ts +1 -1
  438. package/src/routing/entity-extractor.ts +287 -38
  439. package/src/routing/fund-symbols.ts +58 -0
  440. package/src/routing/horizon.ts +7 -0
  441. package/src/routing/index.ts +48 -48
  442. package/src/routing/planning.ts +144 -53
  443. package/src/routing/route-manifest.ts +37 -15
  444. package/src/routing/router-llm-client.ts +4 -4
  445. package/src/routing/router-prompt.ts +15 -19
  446. package/src/routing/router-types.ts +2 -5
  447. package/src/routing/router.ts +251 -53
  448. package/src/routing/slot-resolver.ts +34 -11
  449. package/src/routing/symbol-disambiguator.ts +72 -0
  450. package/src/routing/turn-context.ts +6 -9
  451. package/src/routing/types.ts +2 -0
  452. package/src/runtime/answer-contracts.ts +82 -43
  453. package/src/runtime/artifact-contracts.ts +2 -1
  454. package/src/runtime/planning-evidence.ts +157 -66
  455. package/src/runtime/prompt-step.ts +1 -16
  456. package/src/runtime/run-context.ts +12 -2
  457. package/src/runtime/session-coordinator.ts +238 -63
  458. package/src/runtime/session-title.ts +60 -0
  459. package/src/runtime/tool-defaults-wrapper.ts +1 -3
  460. package/src/runtime/validation.ts +1 -4
  461. package/src/runtime/workflow-events.ts +7 -7
  462. package/src/runtime/workflow-runner.ts +5 -11
  463. package/src/sentiment/adapters/finnhub.ts +7 -2
  464. package/src/sentiment/adapters/reddit.ts +2 -2
  465. package/src/sentiment/adapters/twitter.ts +1 -1
  466. package/src/sentiment/adapters/web.ts +1 -1
  467. package/src/sentiment/index.ts +16 -26
  468. package/src/sentiment/keywords.ts +26 -4
  469. package/src/sentiment/pipeline.ts +15 -4
  470. package/src/sentiment/scorer.ts +1 -1
  471. package/src/sentiment/store.ts +2 -2
  472. package/src/sentiment/trends.ts +9 -3
  473. package/src/sentiment/types.ts +5 -4
  474. package/src/system-prompt.ts +3 -2
  475. package/src/tool-kit.ts +10 -9
  476. package/src/tools/fundamentals/company-overview.ts +19 -9
  477. package/src/tools/fundamentals/comps.ts +68 -55
  478. package/src/tools/fundamentals/dcf.ts +145 -95
  479. package/src/tools/fundamentals/earnings.ts +16 -6
  480. package/src/tools/fundamentals/financials.ts +16 -7
  481. package/src/tools/fundamentals/sec-filings.ts +37 -16
  482. package/src/tools/index.ts +51 -39
  483. package/src/tools/interaction/ask-user.ts +22 -10
  484. package/src/tools/interaction/twitter-login.ts +17 -5
  485. package/src/tools/macro/fear-greed.ts +1 -1
  486. package/src/tools/macro/fred-data.ts +58 -46
  487. package/src/tools/market/crypto-history.ts +8 -3
  488. package/src/tools/market/crypto-price.ts +6 -6
  489. package/src/tools/market/screen-stocks.ts +279 -0
  490. package/src/tools/market/search-ticker.ts +218 -17
  491. package/src/tools/market/stock-history.ts +37 -12
  492. package/src/tools/market/stock-quote.ts +10 -7
  493. package/src/tools/options/greeks.ts +5 -5
  494. package/src/tools/options/option-chain.ts +41 -17
  495. package/src/tools/portfolio/alerts.ts +457 -0
  496. package/src/tools/portfolio/correlation.ts +47 -20
  497. package/src/tools/portfolio/daily-report.ts +101 -0
  498. package/src/tools/portfolio/holdings-overlap.ts +31 -15
  499. package/src/tools/portfolio/notifications.ts +45 -0
  500. package/src/tools/portfolio/predictions.ts +406 -106
  501. package/src/tools/portfolio/risk-analysis.ts +46 -7
  502. package/src/tools/portfolio/tracker.ts +270 -109
  503. package/src/tools/portfolio/watchlist.ts +250 -121
  504. package/src/tools/sentiment/reddit-sentiment.ts +50 -24
  505. package/src/tools/sentiment/sentiment-summary.ts +62 -41
  506. package/src/tools/sentiment/sentiment-trend.ts +24 -7
  507. package/src/tools/sentiment/twitter-sentiment.ts +22 -15
  508. package/src/tools/sentiment/untrusted-text.ts +21 -0
  509. package/src/tools/sentiment/web-search.ts +21 -18
  510. package/src/tools/sentiment/web-sentiment.ts +26 -10
  511. package/src/tools/technical/backtest.ts +32 -22
  512. package/src/tools/technical/indicators.ts +39 -14
  513. package/src/types/index.ts +8 -3
  514. package/src/types/market.ts +1 -0
  515. package/src/types/portfolio.ts +14 -4
  516. package/src/types/sentiment.ts +2 -2
  517. package/src/workflows/compare-assets.ts +33 -21
  518. package/src/workflows/index.ts +3 -4
  519. package/src/workflows/options-screener.ts +27 -29
  520. package/src/workflows/portfolio-builder.ts +34 -27
  521. package/dist/workflows/types.d.ts +0 -4
  522. package/dist/workflows/types.js +0 -2
  523. package/dist/workflows/types.js.map +0 -1
  524. package/gui/web/dist/assets/CatalogOverlay-Bmp6Knu7.js +0 -1
  525. package/gui/web/dist/assets/index-Bxt9QpLX.css +0 -1
  526. package/gui/web/dist/assets/index-CZ9DHZYy.js +0 -67
  527. package/src/workflows/types.ts +0 -4
@@ -1,4 +1,4 @@
1
- import { existsSync, mkdirSync } from "node:fs";
1
+ import { chmodSync, existsSync, mkdirSync } from "node:fs";
2
2
  import { homedir } from "node:os";
3
3
  import { dirname, join, resolve } from "node:path";
4
4
 
@@ -6,7 +6,7 @@ const OPENCANDLE_HOME_ENV = "OPENCANDLE_HOME";
6
6
 
7
7
  function ensureDir(path: string): void {
8
8
  if (!existsSync(path)) {
9
- mkdirSync(path, { recursive: true });
9
+ mkdirSync(path, { recursive: true, mode: 0o700 });
10
10
  }
11
11
  }
12
12
 
@@ -18,6 +18,7 @@ export function getOpenCandleHomeDir(): string {
18
18
  export function ensureOpenCandleHomeDir(): string {
19
19
  const home = getOpenCandleHomeDir();
20
20
  ensureDir(home);
21
+ if (process.platform !== "win32") chmodSync(home, 0o700);
21
22
  return home;
22
23
  }
23
24
 
@@ -31,18 +32,6 @@ export function ensureParentDir(path: string): string {
31
32
  return parent;
32
33
  }
33
34
 
34
- export function getWatchlistPath(): string {
35
- return resolveOpenCandlePath("watchlist.json");
36
- }
37
-
38
- export function getPortfolioPath(): string {
39
- return resolveOpenCandlePath("portfolio.json");
40
- }
41
-
42
- export function getPredictionsPath(): string {
43
- return resolveOpenCandlePath("predictions.json");
44
- }
45
-
46
35
  export function getConfigPath(): string {
47
36
  return resolveOpenCandlePath("config.json");
48
37
  }
@@ -29,18 +29,17 @@ export class RateLimiter {
29
29
  const bucket = this.buckets.get(provider);
30
30
  if (!bucket) return; // No limit configured
31
31
 
32
- this.refill(bucket);
32
+ while (true) {
33
+ this.refill(bucket);
33
34
 
34
- if (bucket.tokens >= 1) {
35
- bucket.tokens -= 1;
36
- return;
37
- }
35
+ if (bucket.tokens >= 1) {
36
+ bucket.tokens -= 1;
37
+ return;
38
+ }
38
39
 
39
- // Wait until a token is available
40
- const waitMs = ((1 - bucket.tokens) / bucket.config.refillRate) * 1000;
41
- await new Promise((resolve) => setTimeout(resolve, Math.ceil(waitMs)));
42
- this.refill(bucket);
43
- bucket.tokens -= 1;
40
+ const waitMs = ((1 - bucket.tokens) / bucket.config.refillRate) * 1000;
41
+ await new Promise((resolve) => setTimeout(resolve, Math.ceil(waitMs)));
42
+ }
44
43
  }
45
44
 
46
45
  private refill(bucket: Bucket): void {
@@ -56,18 +55,22 @@ export class RateLimiter {
56
55
 
57
56
  // Shared instance with default provider limits
58
57
  export const rateLimiter = new RateLimiter();
59
- rateLimiter.configure("yahoo", 5, 5); // 5 req/s
60
- rateLimiter.configure("coingecko", 10, 0.167); // 10 req/min
58
+ rateLimiter.configure("yahoo", 5, 5); // 5 req/s
59
+ rateLimiter.configure("coingecko", 10, 0.167); // 10 req/min
61
60
  rateLimiter.configure(
62
61
  "alphavantage",
63
62
  ALPHA_VANTAGE_RATE_LIMIT.maxTokens,
64
63
  ALPHA_VANTAGE_RATE_LIMIT.refillRate,
65
64
  ); // 5 req/min (free tier)
66
- rateLimiter.configure("fred", 120, 2); // 120 req/min
67
- rateLimiter.configure("twitter", 5, 0.167); // 5 req, ~10 req/min
68
- rateLimiter.configure("reddit", 5, 0.167); // 5 req, ~10 req/min
65
+ rateLimiter.configure("fred", 120, 2); // 120 req/min
66
+ rateLimiter.configure("twitter", 5, 0.167); // 5 req, ~10 req/min
67
+ rateLimiter.configure("reddit", 5, 0.167); // 5 req, ~10 req/min
69
68
  rateLimiter.configure("reddit_comments", 10, 0.5); // 10 req, ~30 req/min
70
- rateLimiter.configure("ddg", 3, 0.1); // 3 req, ~6 req/min
71
- rateLimiter.configure("brave_search", 5, 0.083); // 5 req, ~5 req/min
72
- rateLimiter.configure("exa", 5, 0.1); // 5 req, ~6 req/min
73
- rateLimiter.configure("finnhub", 60, 1); // 60 req/min (free tier)
69
+ rateLimiter.configure("ddg", 3, 0.1); // 3 req, ~6 req/min
70
+ rateLimiter.configure("brave_search", 5, 0.083); // 5 req, ~5 req/min
71
+ rateLimiter.configure("exa", 5, 0.1); // 5 req, ~6 req/min
72
+ rateLimiter.configure("finnhub", 60, 1); // 60 req/min (free tier)
73
+ // TradingView scanner is undocumented; keep usage batch-first and paced.
74
+ rateLimiter.configure("tradingview", 5, 1); // 5 burst, 1 req/s sustained
75
+ // SEC EDGAR fair-access guideline is 10 req/s; stay below it.
76
+ rateLimiter.configure("sec_edgar", 5, 5); // 5 burst, 5 req/s sustained
@@ -0,0 +1,82 @@
1
+ export const ALERT_CONDITION_VERSION = 1;
2
+
3
+ export type AlertCondition =
4
+ | ReturnType<typeof priceCrossesAbove>
5
+ | ReturnType<typeof priceCrossesBelow>
6
+ | ReturnType<typeof percentMove>
7
+ | ReturnType<typeof priceCrossesSma>
8
+ | ReturnType<typeof smaCross>
9
+ | ReturnType<typeof rsiThreshold>
10
+ | ReturnType<typeof volumeSpike>;
11
+
12
+ export function priceCrossesAbove(threshold: number): {
13
+ threshold: number;
14
+ field: "last_price";
15
+ } {
16
+ return { threshold, field: "last_price" };
17
+ }
18
+
19
+ export function priceCrossesBelow(threshold: number): {
20
+ threshold: number;
21
+ field: "last_price";
22
+ } {
23
+ return { threshold, field: "last_price" };
24
+ }
25
+
26
+ export function percentMove(
27
+ direction: "up" | "down",
28
+ percent: number,
29
+ window = "1d",
30
+ ): {
31
+ direction: "up" | "down";
32
+ percent: number;
33
+ window: string;
34
+ } {
35
+ return { direction, percent, window };
36
+ }
37
+
38
+ export function priceCrossesSma(
39
+ period: number,
40
+ direction: "above" | "below",
41
+ priceField: "close" | "last_price" = "close",
42
+ ): {
43
+ period: number;
44
+ direction: "above" | "below";
45
+ price_field: "close" | "last_price";
46
+ } {
47
+ return { period, direction, price_field: priceField };
48
+ }
49
+
50
+ export function smaCross(
51
+ fastPeriod: number,
52
+ slowPeriod: number,
53
+ direction: "above" | "below",
54
+ ): {
55
+ fast_period: number;
56
+ slow_period: number;
57
+ direction: "above" | "below";
58
+ } {
59
+ return { fast_period: fastPeriod, slow_period: slowPeriod, direction };
60
+ }
61
+
62
+ export function rsiThreshold(
63
+ period: number,
64
+ threshold: number,
65
+ direction: "above" | "below",
66
+ ): {
67
+ period: number;
68
+ threshold: number;
69
+ direction: "above" | "below";
70
+ } {
71
+ return { period, threshold, direction };
72
+ }
73
+
74
+ export function volumeSpike(
75
+ lookbackPeriod: number,
76
+ multiplier: number,
77
+ ): {
78
+ lookback_period: number;
79
+ multiplier: number;
80
+ } {
81
+ return { lookback_period: lookbackPeriod, multiplier };
82
+ }