opencandle 0.5.0 → 0.7.0

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

@@ -1 +1 @@
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+{"version":3,"file":"tool-kit.js","sourceRoot":"","sources":["../src/tool-kit.ts"],"names":[],"mappings":"AAGA,OAAO,EAAE,iBAAiB,EAAE,MAAM,sBAAsB,CAAC;AAIzD,OAAO,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AACzC,kEAAkE;AAClE,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,GAAG,EAAE,MAAM,kBAAkB,CAAC;AACrD,OAAO,EAA0B,SAAS,EAAE,OAAO,EAAE,MAAM,wBAAwB,CAAC;AACpF,OAAO,EAAE,WAAW,EAAE,WAAW,EAAE,MAAM,yBAAyB,CAAC;AACnE,OAAO,EAAE,iBAAiB,EAAE,MAAM,sBAAsB,CAAC;AAEzD,0EAA0E;AAC1E,8CAA8C;AAC9C,MAAM,iBAAiB,GAAG,IAAI,GAAG,EAAiD,CAAC;AAEnF,MAAM,UAAU,wBAAwB;IACtC,OAAO,KAAK,CAAC,IAAI,CAAC,iBAAiB,CAAC,MAAM,EAAE,CAAC,CAAC;AAChD,CAAC;AAED,MAAM,kBAAkB,GACtB,yGAAyG,CAAC;AAU5G,MAAM,UAAU,UAAU,CACxB,MAAqC;IAErC,IAAI,CAAC,MAAM,CAAC,IAAI,IAAI,CAAC,kBAAkB,CAAC,IAAI,CAAC,MAAM,CAAC,IAAI,CAAC,EAAE,CAAC;QAC1D,MAAM,IAAI,KAAK,CACb,sBAAsB,MAAM,CAAC,IAAI,qDAAqD;YACpF,8GAA8G,CACjH,CAAC;IACJ,CAAC;IACD,IAAI,CAAC,MAAM,CAAC,WAAW,IAAI,MAAM,CAAC,WAAW,CAAC,IAAI,EAAE,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;QAClE,MAAM,IAAI,KAAK,CAAC,SAAS,MAAM,CAAC,IAAI,oCAAoC,CAAC,CAAC;IAC5E,CAAC;IACD,IAAI,CAAC,MAAM,CAAC,UAAU,EAAE,CAAC;QACvB,MAAM,IAAI,KAAK,CAAC,SAAS,MAAM,CAAC,IAAI,wCAAwC,CAAC,CAAC;IAChF,CAAC;IACD,OAAO;QACL,IAAI,EAAE,MAAM,CAAC,IAAI;QACjB,KAAK,EAAE,MAAM,CAAC,KAAK;QACnB,WAAW,EAAE,MAAM,CAAC,WAAW;QAC/B,UAAU,EAAE,MAAM,CAAC,UAAU;QAC7B,OAAO,EAAE,MAAM,CAAC,OAAO;KACxB,CAAC;AACJ,CAAC;AAED,MAAM,UAAU,aAAa,CAC3B,EAAgB,EAChB,KAA2B;IAE3B,KAAK,MAAM,IAAI,IAAI,KAAK,EAAE,CAAC;QACzB,IAAI,iBAAiB,CAAC,GAAG,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC;YACrC,OAAO,CAAC,IAAI,CAAC,+BAA+B,IAAI,CAAC,IAAI,oCAAoC,CAAC,CAAC;QAC7F,CAAC;QACD,EAAE,CAAC,YAAY,CAAC,iBAAiB,CAAC,IAAI,CAAC,CAAC,CAAC;QACzC,iBAAiB,CAAC,GAAG,CAAC,IAAI,CAAC,IAAI,EAAE,EAAE,IAAI,EAAE,IAAI,CAAC,IAAI,EAAE,WAAW,EAAE,IAAI,CAAC,WAAW,EAAE,CAAC,CAAC;IACvF,CAAC;AACH,CAAC"}

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)" }),
 });
@@ -17,7 +17,12 @@ export const companyOverviewTool = {
             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`

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

@@ -1 +1 @@
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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)
@@ -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 ${(growthRate * 100).toFixed(1)}% exceeds 20%. High growth is difficult to sustain — consider a multi-stage model.`);
     }
     return {
@@ -87,7 +87,9 @@ export function computeNetDebt(f) {
 }
 const params = Type.Object({
     symbol: Type.String({ description: "Stock ticker symbol (e.g. AAPL, MSFT)" }),
-    growth_rate: Type.Optional(Type.Number({ description: "Annual FCF growth rate as decimal (e.g. 0.10 for 10%). If omitted, estimated from historical data." })),
+    growth_rate: Type.Optional(Type.Number({
+        description: "Annual FCF growth rate as decimal (e.g. 0.10 for 10%). If omitted, estimated from historical data.",
+    })),
     discount_rate: Type.Optional(Type.Number({ description: "Discount rate / WACC as decimal (default: 0.10 for 10%)" })),
     terminal_growth: Type.Optional(Type.Number({ description: "Terminal growth rate as decimal (default: 0.03 for 3%)" })),
     projection_years: Type.Optional(Type.Number({ description: "Years to project forward (default: 5)" })),
@@ -115,7 +117,12 @@ export const dcfTool = {
                 missing.push(`stock quote (${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;

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

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

@@ -1,8 +1,8 @@
 import { Type } from "@sinclair/typebox";
-import { getEarnings } 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 { getEarnings } 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)" }),
 });
@@ -17,7 +17,12 @@ export const earningsTool = {
             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,
                 };
             }

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

@@ -1 +1 @@
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+{"version":3,"file":"earnings.js","sourceRoot":"","sources":["../../../src/tools/fundamentals/earnings.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,YAAY,GAGrB;IACF,IAAI,EAAE,cAAc;IACpB,KAAK,EAAE,kBAAkB;IACzB,WAAW,EACT,+HAA+H;IACjI,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,mCAAmC,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,KAAK,MAAM,CAAC,MAAM,oDAAoD;yBACzI;qBACF;oBACD,OAAO,EAAE,IAAW;iBACrB,CAAC;YACJ,CAAC;YACD,MAAM,QAAQ,GAAG,MAAM,CAAC,IAAI,CAAC;YAC7B,IAAI,QAAQ,CAAC,SAAS,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBACpC,OAAO;oBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,8BAA8B,IAAI,CAAC,MAAM,EAAE,EAAE,CAAC;oBAC9E,OAAO,EAAE,QAAQ;iBAClB,CAAC;YACJ,CAAC;YAED,MAAM,MAAM,GAAG,GAAG,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,+BAA+B,QAAQ,CAAC,SAAS,CAAC,MAAM,YAAY,CAAC;YAChH,MAAM,IAAI,GAAG,QAAQ,CAAC,SAAS,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE;gBACxC,MAAM,IAAI,GAAG,CAAC,CAAC,eAAe,IAAI,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;gBAC/C,OAAO,GAAG,CAAC,CAAC,IAAI,iBAAiB,CAAC,CAAC,WAAW,CAAC,OAAO,CAAC,CAAC,CAAC,YAAY,CAAC,CAAC,YAAY,CAAC,OAAO,CAAC,CAAC,CAAC,gBAAgB,IAAI,GAAG,CAAC,CAAC,eAAe,CAAC,OAAO,CAAC,CAAC,CAAC,GAAG,CAAC;YACvJ,CAAC,CAAC,CAAC;YAEH,MAAM,IAAI,GAAG,CAAC,MAAM,EAAE,GAAG,IAAI,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;YAC1C,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,CAAC,EAAE,OAAO,EAAE,QAAQ,EAAE,CAAC;QAClE,CAAC,CAAC,CAAC;IACL,CAAC;CACF,CAAC"}

package/dist/tools/fundamentals/financials.js

@@ -1,8 +1,8 @@
 import { Type } from "@sinclair/typebox";
-import { getFinancials } 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 { getFinancials } 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)" }),
 });
@@ -17,7 +17,12 @@ export const financialsTool = {
             const result = await wrapProvider("alphavantage", () => getFinancials(args.symbol.toUpperCase(), apiKey));
             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: [],
                 };
             }

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

@@ -1 +1 @@
-{"version":3,"file":"financials.js","sourceRoot":"","sources":["../../../src/tools/fundamentals/financials.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AAEzC,OAAO,EAAE,aAAa,EAAE,MAAM,kCAAkC,CAAC;AACjE,OAAO,EAAE,YAAY,EAAE,MAAM,kCAAkC,CAAC;AAChE,OAAO,EAAE,SAAS,EAAE,MAAM,iBAAiB,CAAC;AAC5C,OAAO,EAAE,mBAAmB,EAAE,MAAM,kCAAkC,CAAC;AAGvE,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,cAAc,GAAqF;IAC9G,IAAI,EAAE,gBAAgB;IACtB,KAAK,EAAE,sBAAsB;IAC7B,WAAW,EACT,yHAAyH;IAC3H,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,aAAa,CAAC,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,EAAE,MAAM,CAAC,CACjD,CAAC;YACF,IAAI,MAAM,CAAC,MAAM,KAAK,aAAa,EAAE,CAAC;gBACpC,OAAO;oBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,0CAA0C,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,KAAK,MAAM,CAAC,MAAM,8CAA8C,EAAE,CAAC;oBACtK,OAAO,EAAE,EAAE;iBACZ,CAAC;YACJ,CAAC;YACD,MAAM,UAAU,GAAG,MAAM,CAAC,IAAI,CAAC;YAC/B,IAAI,UAAU,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBAC5B,OAAO;oBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,+BAA+B,IAAI,CAAC,MAAM,EAAE,EAAE,CAAC;oBAC/E,OAAO,EAAE,EAAE;iBACZ,CAAC;YACJ,CAAC;YAED,MAAM,MAAM,GAAG,GAAG,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,+BAA+B,UAAU,CAAC,MAAM,SAAS,CAAC;YACrG,MAAM,IAAI,GAAG,UAAU,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAChC,GAAG,CAAC,CAAC,UAAU,YAAY,GAAG,CAAC,CAAC,CAAC,OAAO,CAAC,WAAW,GAAG,CAAC,CAAC,CAAC,WAAW,CAAC,cAAc,GAAG,CAAC,CAAC,CAAC,eAAe,CAAC,YAAY,GAAG,CAAC,CAAC,CAAC,SAAS,CAAC,EAAE,CACzI,CAAC;YAEF,MAAM,IAAI,GAAG,CAAC,MAAM,EAAE,GAAG,IAAI,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;YAC1C,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,CAAC,EAAE,OAAO,EAAE,UAAU,EAAE,CAAC;QACpE,CAAC,CAAC,CAAC;IACL,CAAC;CACF,CAAC;AAEF,SAAS,GAAG,CAAC,CAAS;IACpB,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"}
+{"version":3,"file":"financials.js","sourceRoot":"","sources":["../../../src/tools/fundamentals/financials.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,aAAa,EAAE,MAAM,kCAAkC,CAAC;AACjE,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,cAAc,GAGvB;IACF,IAAI,EAAE,gBAAgB;IACtB,KAAK,EAAE,sBAAsB;IAC7B,WAAW,EACT,yHAAyH;IAC3H,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,aAAa,CAAC,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,EAAE,MAAM,CAAC,CACjD,CAAC;YACF,IAAI,MAAM,CAAC,MAAM,KAAK,aAAa,EAAE,CAAC;gBACpC,OAAO;oBACL,OAAO,EAAE;wBACP;4BACE,IAAI,EAAE,MAAM;4BACZ,IAAI,EAAE,0CAA0C,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,KAAK,MAAM,CAAC,MAAM,8CAA8C;yBAC1I;qBACF;oBACD,OAAO,EAAE,EAAE;iBACZ,CAAC;YACJ,CAAC;YACD,MAAM,UAAU,GAAG,MAAM,CAAC,IAAI,CAAC;YAC/B,IAAI,UAAU,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBAC5B,OAAO;oBACL,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,+BAA+B,IAAI,CAAC,MAAM,EAAE,EAAE,CAAC;oBAC/E,OAAO,EAAE,EAAE;iBACZ,CAAC;YACJ,CAAC;YAED,MAAM,MAAM,GAAG,GAAG,IAAI,CAAC,MAAM,CAAC,WAAW,EAAE,+BAA+B,UAAU,CAAC,MAAM,SAAS,CAAC;YACrG,MAAM,IAAI,GAAG,UAAU,CAAC,GAAG,CACzB,CAAC,CAAC,EAAE,EAAE,CACJ,GAAG,CAAC,CAAC,UAAU,YAAY,GAAG,CAAC,CAAC,CAAC,OAAO,CAAC,WAAW,GAAG,CAAC,CAAC,CAAC,WAAW,CAAC,cAAc,GAAG,CAAC,CAAC,CAAC,eAAe,CAAC,YAAY,GAAG,CAAC,CAAC,CAAC,SAAS,CAAC,EAAE,CAC3I,CAAC;YAEF,MAAM,IAAI,GAAG,CAAC,MAAM,EAAE,GAAG,IAAI,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;YAC1C,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,CAAC,EAAE,OAAO,EAAE,UAAU,EAAE,CAAC;QACpE,CAAC,CAAC,CAAC;IACL,CAAC;CACF,CAAC;AAEF,SAAS,GAAG,CAAC,CAAS;IACpB,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/sec-filings.js

@@ -1,13 +1,16 @@
 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.",
     })),
     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." })),
+    include_snippets: Type.Optional(Type.Boolean({
+        description: "Include short filing-text evidence snippets for risk/MD&A/litigation themes. Default: true.",
+    })),
 });
 export const secFilingsTool = {
     name: "get_sec_filings",
@@ -22,14 +25,21 @@ export const secFilingsTool = {
         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,
             };
         }
         const filings = result.data;
         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,
             };
         }
@@ -50,9 +60,14 @@ export const secFilingsTool = {
                 ? [
                     ``,
                     `Evidence snippets (short excerpts; review source filing for full context):`,
-                    ...filings.flatMap((f) => (f.evidenceSnippets?.length
-                        ? f.evidenceSnippets.map((snippet) => `  ${f.formType} ${f.filedDate}: ${snippet}`)
-                        : [`  ${f.formType} ${f.filedDate}: No keyword snippet found in fetched primary document.`])),
+                    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.`,
+                            ]),
                 ]
                 : []),
         ];

package/dist/tools/fundamentals/sec-filings.js.map

@@ -1 +1 @@
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package/dist/tools/index.d.ts

@@ -1,30 +1,37 @@
 import type { AgentTool } from "@earendil-works/pi-agent-core";
-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";
+import type { AskUserHandler } from "../types/index.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 { createSentimentSummaryTool, 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 { holdingsOverlapTool } from "./portfolio/holdings-overlap.js";
-export { predictionsTool } from "./portfolio/predictions.js";
-export { optionChainTool } from "./options/option-chain.js";
-export declare function getAllTools(): AgentTool<any>[];
+export { technicalIndicatorsTool } from "./technical/indicators.js";
+export declare function getAllTools(options?: {
+    askUserHandler?: AskUserHandler;
+}): AgentTool<any>[];