fin-infra 0.5.1__py3-none-any.whl → 0.7.0__py3-none-any.whl

fin_infra/banking/__init__.py

@@ -89,6 +89,15 @@ class CreateLinkTokenResponse(BaseModel):
     link_token: str
 
 
+class CreateUpdateLinkTokenRequest(BaseModel):
+    """Request model for creating a link token in update mode (re-authentication)."""
+
+    user_id: str
+    access_token: str = Field(
+        ..., description="Existing access token for the item requiring re-auth"
+    )
+
+
 class ExchangeTokenRequest(BaseModel):
     """Request model for exchanging public token."""
 
@@ -334,6 +343,23 @@ def add_banking(
         link_token = banking.create_link_token(user_id=request.user_id)
         return CreateLinkTokenResponse(link_token=link_token)
 
+    @router.post("/link/update", response_model=CreateLinkTokenResponse)
+    async def create_update_link_token(request: CreateUpdateLinkTokenRequest):
+        """Create link token in update mode for re-authentication.
+
+        Use this endpoint when a user's bank connection has expired
+        (ITEM_LOGIN_REQUIRED error). The returned link token will open
+        Plaid Link in update mode, allowing the user to re-authenticate
+        without creating a new connection.
+
+        After successful re-authentication, the existing access_token
+        remains valid and no token exchange is needed.
+        """
+        link_token = banking.create_link_token(
+            user_id=request.user_id, access_token=request.access_token
+        )
+        return CreateLinkTokenResponse(link_token=link_token)
+
     @router.post("/exchange", response_model=ExchangeTokenResponse)
     async def exchange_token(request: ExchangeTokenRequest):
         """Exchange public token for access token (Plaid flow)."""
@@ -343,8 +369,29 @@ def add_banking(
     @router.get("/accounts")
     async def get_accounts(access_token: str = Depends(get_access_token)):
         """List accounts for access token."""
-        accounts = banking.accounts(access_token=access_token)
-        return {"accounts": accounts}
+        try:
+            accounts = banking.accounts(access_token=access_token)
+            return {"accounts": accounts}
+        except Exception as e:
+            error_str = str(e)
+            # Check for Plaid-specific errors that require user action
+            if "ITEM_LOGIN_REQUIRED" in error_str:
+                raise HTTPException(
+                    status_code=401,
+                    detail="ITEM_LOGIN_REQUIRED: Your bank connection has expired. Please re-authenticate your bank account.",
+                )
+            elif "INVALID_ACCESS_TOKEN" in error_str:
+                raise HTTPException(
+                    status_code=401,
+                    detail="INVALID_ACCESS_TOKEN: The access token is invalid or expired. Please reconnect your bank account.",
+                )
+            elif "ITEM_NOT_FOUND" in error_str:
+                raise HTTPException(
+                    status_code=404,
+                    detail="ITEM_NOT_FOUND: This bank connection no longer exists. Please reconnect your bank account.",
+                )
+            # Re-raise other errors
+            raise
 
     @router.get("/transactions")
     async def get_transactions(

fin_infra/categorization/llm_layer.py

@@ -108,7 +108,7 @@ class LLMCategorizer:
 
     Args:
         provider: LLM provider ("google_genai", "openai", "anthropic")
-        model_name: Model name (e.g., "gemini-2.5-flash", "gpt-4.1-mini")
+        model_name: Model name (e.g., "gemini-2.5-flash", "gpt-5-mini")
         max_cost_per_day: Daily budget cap in USD (default $0.10)
         max_cost_per_month: Monthly budget cap in USD (default $2.00)
         cache_ttl: Cache TTL in seconds (default 24 hours)

fin_infra/insights/__init__.py

@@ -16,7 +16,7 @@ from typing import TYPE_CHECKING
 if TYPE_CHECKING:
     from fastapi import FastAPI
 
-from .aggregator import aggregate_insights, get_user_insights
+from .aggregator import InsightTone, aggregate_insights, get_user_insights
 from .models import Insight, InsightCategory, InsightFeed, InsightPriority
 
 logger = logging.getLogger(__name__)
@@ -26,6 +26,7 @@ __all__ = [
     "InsightFeed",
     "InsightPriority",
     "InsightCategory",
+    "InsightTone",
     "aggregate_insights",
     "get_user_insights",
     "add_insights",

fin_infra/insights/aggregator.py

@@ -4,10 +4,13 @@ from __future__ import annotations
 
 from datetime import datetime
 from decimal import Decimal
-from typing import TYPE_CHECKING
+from typing import TYPE_CHECKING, Literal
 
 from .models import Insight, InsightCategory, InsightFeed, InsightPriority
 
+# Tone type for insight text generation
+InsightTone = Literal["professional", "fun"]
+
 if TYPE_CHECKING:
     from fin_infra.budgets.models import Budget
     from fin_infra.goals.models import Goal
@@ -23,6 +26,7 @@ def aggregate_insights(
     recurring_patterns: list[RecurringPattern] | None = None,
     portfolio_value: Decimal | None = None,
     tax_opportunities: list[dict] | None = None,
+    tone: InsightTone = "professional",
 ) -> InsightFeed:
     """
     Aggregate insights from multiple financial data sources.
@@ -35,6 +39,7 @@ def aggregate_insights(
         recurring_patterns: Detected recurring transactions
         portfolio_value: Current portfolio value
         tax_opportunities: Tax-loss harvesting or other tax insights
+        tone: Insight text tone - "professional" (formal) or "fun" (casual with emojis)
 
     Returns:
         InsightFeed with prioritized insights
@@ -44,6 +49,7 @@ def aggregate_insights(
         ...     user_id="user_123",
         ...     budgets=[budget1, budget2],
         ...     goals=[goal1],
+        ...     tone="fun",
         ... )
         >>> print(insights.critical_count)
         2
@@ -52,27 +58,27 @@ def aggregate_insights(
 
     # Net worth insights
     if net_worth_snapshots and len(net_worth_snapshots) >= 2:
-        insights.extend(_generate_net_worth_insights(user_id, net_worth_snapshots))
+        insights.extend(_generate_net_worth_insights(user_id, net_worth_snapshots, tone))
 
     # Budget insights (critical if overspending)
     if budgets:
-        insights.extend(_generate_budget_insights(user_id, budgets))
+        insights.extend(_generate_budget_insights(user_id, budgets, tone))
 
     # Goal insights
     if goals:
-        insights.extend(_generate_goal_insights(user_id, goals))
+        insights.extend(_generate_goal_insights(user_id, goals, tone))
 
     # Recurring pattern insights
     if recurring_patterns:
-        insights.extend(_generate_recurring_insights(user_id, recurring_patterns))
+        insights.extend(_generate_recurring_insights(user_id, recurring_patterns, tone))
 
     # Portfolio insights
     if portfolio_value:
-        insights.extend(_generate_portfolio_insights(user_id, portfolio_value))
+        insights.extend(_generate_portfolio_insights(user_id, portfolio_value, tone))
 
     # Tax insights (high priority)
     if tax_opportunities:
-        insights.extend(_generate_tax_insights(user_id, tax_opportunities))
+        insights.extend(_generate_tax_insights(user_id, tax_opportunities, tone))
 
     # Sort by priority: critical > high > medium > low
     priority_order = {
@@ -113,7 +119,9 @@ def get_user_insights(user_id: str, include_read: bool = False) -> InsightFeed:
     return InsightFeed(user_id=user_id, insights=[])
 
 
-def _generate_net_worth_insights(user_id: str, snapshots: list[NetWorthSnapshot]) -> list[Insight]:
+def _generate_net_worth_insights(
+    user_id: str, snapshots: list[NetWorthSnapshot], tone: InsightTone
+) -> list[Insight]:
     """Generate insights from net worth trends."""
     insights = []
 
@@ -131,28 +139,42 @@ def _generate_net_worth_insights(user_id: str, snapshots: list[NetWorthSnapshot]
     )
 
     if change > 0:
+        if tone == "fun":
+            title = "Net Worth Glow Up! 📈"
+            desc = f"You're up ${change:,.2f} ({change_pct:.1f}%)! That's what we call winning 💪"
+        else:
+            title = "Net Worth Increased"
+            desc = f"Your net worth grew by ${change:,.2f} ({change_pct:.1f}%) this period"
         insights.append(
             Insight(
                 id=f"nw_{user_id}_{datetime.now().timestamp()}",
                 user_id=user_id,
                 category=InsightCategory.NET_WORTH,
                 priority=InsightPriority.MEDIUM,
-                title="Net Worth Increased",
-                description=f"Your net worth grew by ${change:,.2f} ({change_pct:.1f}%) this period",
+                title=title,
+                description=desc,
                 value=change,
             )
         )
     elif change < 0:
         priority = InsightPriority.HIGH if abs(change_pct) > 10 else InsightPriority.MEDIUM
+        if tone == "fun":
+            title = "Net Worth Took a Hit 📉"
+            desc = f"Down ${abs(change):,.2f} ({abs(change_pct):.1f}%) - no stress, let's figure this out"
+            action = "Time to check what's up with your transactions 🔍"
+        else:
+            title = "Net Worth Decreased"
+            desc = f"Your net worth declined by ${abs(change):,.2f} ({abs(change_pct):.1f}%) this period"
+            action = "Review recent transactions and market changes"
         insights.append(
             Insight(
                 id=f"nw_{user_id}_{datetime.now().timestamp()}",
                 user_id=user_id,
                 category=InsightCategory.NET_WORTH,
                 priority=priority,
-                title="Net Worth Decreased",
-                description=f"Your net worth declined by ${abs(change):,.2f} ({abs(change_pct):.1f}%) this period",
-                action="Review recent transactions and market changes",
+                title=title,
+                description=desc,
+                action=action,
                 value=change,
             )
         )
@@ -160,7 +182,9 @@ def _generate_net_worth_insights(user_id: str, snapshots: list[NetWorthSnapshot]
     return insights
 
 
-def _generate_budget_insights(user_id: str, budgets: list[Budget]) -> list[Insight]:
+def _generate_budget_insights(
+    user_id: str, budgets: list[Budget], tone: InsightTone
+) -> list[Insight]:
     """Generate insights from budget tracking."""
     insights: list[Insight] = []
 
@@ -174,7 +198,7 @@ def _generate_budget_insights(user_id: str, budgets: list[Budget]) -> list[Insig
     return insights
 
 
-def _generate_goal_insights(user_id: str, goals: list[Goal]) -> list[Insight]:
+def _generate_goal_insights(user_id: str, goals: list[Goal], tone: InsightTone) -> list[Insight]:
     """Generate insights from goal progress."""
     insights = []
 
@@ -185,29 +209,45 @@ def _generate_goal_insights(user_id: str, goals: list[Goal]) -> list[Insight]:
 
         # Goal milestones
         if pct >= 100:
+            if tone == "fun":
+                title = f"🎉 '{goal.name}' Goal Crushed!"
+                desc = f"You hit ${target:,.2f}! Absolute legend 👑"
+                action = "Time to dream bigger - what's the next goal? 🚀"
+            else:
+                title = f"Goal '{goal.name}' Achieved!"
+                desc = f"You've reached your ${target:,.2f} goal"
+                action = "Consider setting a new goal or increasing this one"
             insights.append(
                 Insight(
                     id=f"goal_{goal.id}_{datetime.now().timestamp()}",
                     user_id=user_id,
                     category=InsightCategory.GOAL,
                     priority=InsightPriority.HIGH,
-                    title=f"Goal '{goal.name}' Achieved!",
-                    description=f"You've reached your ${target:,.2f} goal",
-                    action="Consider setting a new goal or increasing this one",
+                    title=title,
+                    description=desc,
+                    action=action,
                     value=current,
                     metadata={"goal_id": goal.id},
                 )
             )
         elif pct >= 75:
+            if tone == "fun":
+                title = f"🔥 '{goal.name}' Almost There!"
+                desc = f"${current:,.2f} of ${target:,.2f} - you're {pct:.0f}% there, keep going!"
+                action = f"Just ${target - current:,.2f} more and you're golden ✨"
+            else:
+                title = f"Goal '{goal.name}' Almost There"
+                desc = f"${current:,.2f} of ${target:,.2f} saved ({pct:.0f}%)"
+                action = f"${target - current:,.2f} more to reach your goal"
             insights.append(
                 Insight(
                     id=f"goal_{goal.id}_{datetime.now().timestamp()}",
                     user_id=user_id,
                     category=InsightCategory.GOAL,
                     priority=InsightPriority.MEDIUM,
-                    title=f"Goal '{goal.name}' Almost There",
-                    description=f"${current:,.2f} of ${target:,.2f} saved ({pct:.0f}%)",
-                    action=f"${target - current:,.2f} more to reach your goal",
+                    title=title,
+                    description=desc,
+                    action=action,
                     value=current,
                     metadata={"goal_id": goal.id},
                 )
@@ -216,7 +256,9 @@ def _generate_goal_insights(user_id: str, goals: list[Goal]) -> list[Insight]:
     return insights
 
 
-def _generate_recurring_insights(user_id: str, patterns: list[RecurringPattern]) -> list[Insight]:
+def _generate_recurring_insights(
+    user_id: str, patterns: list[RecurringPattern], tone: InsightTone
+) -> list[Insight]:
     """Generate insights from recurring transactions."""
     insights = []
 
@@ -235,15 +277,23 @@ def _generate_recurring_insights(user_id: str, patterns: list[RecurringPattern])
                 # Use average of range
                 total += Decimal(str((p.amount_range[0] + p.amount_range[1]) / 2))
 
+        if tone == "fun":
+            title = "💸 Subscription Check!"
+            desc = f"{len(high_cost)} subscriptions over $50/mo = ${total:,.2f}. That's some serious recurring vibes"
+            action = "Time for a subscription audit? 🧐"
+        else:
+            title = "High-Cost Subscriptions Detected"
+            desc = f"You have {len(high_cost)} subscriptions over $50/month totaling ${total:,.2f}"
+            action = "Review if all subscriptions are still needed"
         insights.append(
             Insight(
                 id=f"recurring_{user_id}_{datetime.now().timestamp()}",
                 user_id=user_id,
                 category=InsightCategory.RECURRING,
                 priority=InsightPriority.MEDIUM,
-                title="High-Cost Subscriptions Detected",
-                description=f"You have {len(high_cost)} subscriptions over $50/month totaling ${total:,.2f}",
-                action="Review if all subscriptions are still needed",
+                title=title,
+                description=desc,
+                action=action,
                 value=total,
             )
         )
@@ -251,41 +301,52 @@ def _generate_recurring_insights(user_id: str, patterns: list[RecurringPattern])
     return insights
 
 
-def _generate_portfolio_insights(user_id: str, portfolio_value: Decimal) -> list[Insight]:
-    """Generate insights from portfolio analysis."""
-    insights = []
+def _generate_portfolio_insights(
+    user_id: str, portfolio_value: Decimal, tone: InsightTone
+) -> list[Insight]:
+    """Generate insights from portfolio analysis.
 
-    # Simple insight: portfolio exists
-    if portfolio_value > 0:
-        insights.append(
-            Insight(
-                id=f"portfolio_{user_id}_{datetime.now().timestamp()}",
-                user_id=user_id,
-                category=InsightCategory.PORTFOLIO,
-                priority=InsightPriority.LOW,
-                title="Portfolio Tracked",
-                description=f"Your portfolio is valued at ${portfolio_value:,.2f}",
-                value=portfolio_value,
-            )
-        )
+    Focus on actionable insights, not redundant value statements.
+    """
+    insights: list[Insight] = []
+
+    # Skip the basic "portfolio is valued at X" - that's shown in KPI cards
+    # Only generate insights when there's something actionable
+
+    # Example: Diversification check (would need account breakdown data)
+    # This is a placeholder - in production, pass account-level data
+
+    # Example: Rebalancing reminder based on market conditions
+    # This would integrate with market data APIs
 
     return insights
 
 
-def _generate_tax_insights(user_id: str, opportunities: list[dict]) -> list[Insight]:
+def _generate_tax_insights(
+    user_id: str, opportunities: list[dict], tone: InsightTone
+) -> list[Insight]:
     """Generate insights from tax opportunities."""
     insights = []
 
     for opp in opportunities:
+        # Tax insights use the provided text, but we can add tone to default values
+        if tone == "fun":
+            default_title = "💰 Tax Savings Alert!"
+            default_desc = "Found a way to keep more of your money 🎉"
+            default_action = "Chat with a tax pro to lock this in 🔐"
+        else:
+            default_title = "Tax Opportunity"
+            default_desc = "Review this tax opportunity"
+            default_action = "Consult with tax professional"
         insights.append(
             Insight(
                 id=f"tax_{user_id}_{datetime.now().timestamp()}",
                 user_id=user_id,
                 category=InsightCategory.TAX,
                 priority=InsightPriority.HIGH,
-                title=opp.get("title", "Tax Opportunity"),
-                description=opp.get("description", "Review this tax opportunity"),
-                action=opp.get("action", "Consult with tax professional"),
+                title=opp.get("title", default_title),
+                description=opp.get("description", default_desc),
+                action=opp.get("action", default_action),
                 value=opp.get("value"),
                 metadata=opp.get("metadata"),
             )

fin_infra/models/brokerage.py

@@ -74,6 +74,7 @@ class Position(BaseModel):
     """Position model for current holdings."""
 
     symbol: str = Field(description="Trading symbol")
+    name: str | None = Field(None, description="Security name")
     qty: Decimal = Field(description="Total quantity held")
     side: Literal["long", "short"] = Field(description="Position side: long or short")
     avg_entry_price: Decimal = Field(description="Average entry price")

fin_infra/providers/banking/plaid_client.py

@@ -81,21 +81,41 @@ class PlaidClient(BankingProvider):
         api_client = plaid.ApiClient(configuration)
         self.client = plaid_api.PlaidApi(api_client)
 
-    def create_link_token(self, user_id: str) -> str:
-        request = LinkTokenCreateRequest(
-            user=LinkTokenCreateRequestUser(client_user_id=user_id),
-            client_name="fin-infra",
-            products=[
+    def create_link_token(self, user_id: str, access_token: str | None = None) -> str:
+        """Create a Plaid Link token for new connections or re-authentication.
+
+        Args:
+            user_id: Client-defined user ID for the Link session
+            access_token: If provided, creates Link in update mode for re-authentication
+                         (used when ITEM_LOGIN_REQUIRED error occurs)
+
+        Returns:
+            Link token string for Plaid Link initialization
+        """
+        # Build base request parameters
+        request_params = {
+            "user": LinkTokenCreateRequestUser(client_user_id=user_id),
+            "client_name": "fin-infra",
+            "country_codes": [CountryCode("US")],
+            "language": "en",
+        }
+
+        if access_token:
+            # Update mode: re-authenticate existing connection
+            # Don't include products - Plaid uses existing item's products
+            request_params["access_token"] = access_token
+        else:
+            # New connection: specify products to enable
+            request_params["products"] = [
                 Products("auth"),  # Account/routing numbers for ACH
                 Products("transactions"),  # Transaction history
                 Products("liabilities"),  # Credit cards, loans, student loans
                 Products("investments"),  # Brokerage, retirement accounts
                 Products("assets"),  # Asset reports for lending/verification
                 Products("identity"),  # Account holder info (name, email, phone)
-            ],
-            country_codes=[CountryCode("US")],
-            language="en",
-        )
+            ]
+
+        request = LinkTokenCreateRequest(**request_params)
         response = self.client.link_token_create(request)
         return cast("str", response["link_token"])
 

fin_infra/providers/banking/teller_client.py

@@ -121,7 +121,7 @@ class TellerClient(BankingProvider):
         response.raise_for_status()
         return response.json()
 
-    def create_link_token(self, user_id: str) -> str:
+    def create_link_token(self, user_id: str, access_token: str | None = None) -> str:
         """Create link token for user authentication.
 
         Note: Teller uses a simpler auth flow than Plaid. In production,
@@ -130,6 +130,9 @@ class TellerClient(BankingProvider):
 
         Args:
             user_id: Your application's user identifier
+            access_token: If provided, creates Link in update mode for re-authentication
+                         (used when connection needs to be repaired). Teller handles
+                         this differently than Plaid - see Teller Connect docs.
 
         Returns:
             Link token or enrollment ID for user to authenticate
@@ -138,13 +141,18 @@ class TellerClient(BankingProvider):
             httpx.HTTPStatusError: On HTTP errors
         """
         # Teller's enrollment endpoint for creating application links
+        payload: dict[str, Any] = {
+            "user_id": user_id,
+            "products": ["accounts", "transactions", "balances", "identity"],
+        }
+        # If access_token provided, add it for update mode (re-authentication)
+        if access_token:
+            payload["access_token"] = access_token
+
         response = self._request(
             "POST",
             "/enrollments",
-            json={
-                "user_id": user_id,
-                "products": ["accounts", "transactions", "balances", "identity"],
-            },
+            json=payload,
         )
         return cast("str", response.get("enrollment_id", ""))
 

fin_infra/providers/base.py

@@ -70,8 +70,17 @@ class BankingProvider(ABC):
     """Abstract provider for bank account aggregation (Teller, Plaid, MX)."""
 
     @abstractmethod
-    def create_link_token(self, user_id: str) -> str:
-        """Create a link/connect token for user to authenticate with their bank."""
+    def create_link_token(self, user_id: str, access_token: str | None = None) -> str:
+        """Create a link/connect token for user to authenticate with their bank.
+
+        Args:
+            user_id: Client-defined user ID for the Link session
+            access_token: If provided, creates Link in update mode for re-authentication
+                         (used when ITEM_LOGIN_REQUIRED error occurs)
+
+        Returns:
+            Link token string for initializing the bank connection UI
+        """
         pass
 
     @abstractmethod

{fin_infra-0.5.1.dist-info → fin_infra-0.7.0.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.3
 Name: fin-infra
-Version: 0.5.1
+Version: 0.7.0
 Summary: Financial infrastructure toolkit: banking connections, market data, credit, cashflows, and brokerage integrations
 License: MIT
 Keywords: finance,banking,plaid,brokerage,markets,credit,tax,cashflow,fintech,infra
@@ -26,20 +26,26 @@ Provides-Extra: markets
 Provides-Extra: plaid
 Provides-Extra: yahoo
 Requires-Dist: ai-infra (>=0.1.142)
+Requires-Dist: authlib (>=1.6.6)
 Requires-Dist: cashews[redis] (>=7.0)
 Requires-Dist: ccxt (>=4.0.0) ; extra == "markets" or extra == "crypto" or extra == "all"
 Requires-Dist: fastapi-users (>=15.0.2,<16.0.0)
+Requires-Dist: filelock (>=3.20.3)
 Requires-Dist: httpx (>=0.25.0)
 Requires-Dist: langchain-core (>=1.2.5,<2.0.0)
 Requires-Dist: loguru (>=0.7.0)
 Requires-Dist: numpy (>=1.24.0)
 Requires-Dist: numpy-financial (>=1.0.0)
 Requires-Dist: plaid-python (>=25.0.0) ; extra == "plaid" or extra == "banking" or extra == "all"
+Requires-Dist: protobuf (>=6.33.3)
 Requires-Dist: pydantic (>=2.0)
 Requires-Dist: pydantic-settings (>=2.0)
 Requires-Dist: python-dotenv (>=1.0.0)
 Requires-Dist: tenacity (>=8.0.0)
 Requires-Dist: typing-extensions (>=4.0)
+Requires-Dist: urllib3 (>=2.6.3)
+Requires-Dist: virtualenv (>=20.36.1)
+Requires-Dist: werkzeug (>=3.1.5)
 Requires-Dist: yahooquery (>=2.3.0) ; extra == "markets" or extra == "yahoo" or extra == "all"
 Project-URL: Documentation, https://nfrax.com/fin-infra
 Project-URL: Homepage, https://github.com/nfraxlab/fin-infra

{fin_infra-0.5.1.dist-info → fin_infra-0.7.0.dist-info}/RECORD

@@ -1,17 +1,19 @@
 fin_infra/__init__.py,sha256=7oL-CCsALNifBODAn9LriicaIrzgJkmVPvE-9duP0mw,1574
 fin_infra/__main__.py,sha256=1qNP7j0ffw0wFs1dBwDcJ9TNXlC6FcYuulzoV87pMi8,262
-fin_infra/analytics/__init__.py,sha256=-OsQUqLgOdafSNzbcIHy3G37nX2OwD0OzGj8C2Aiufs,2325
+fin_infra/analytics/__init__.py,sha256=8RSyh2QieAZPWgnEBYzuG4pv97GgywwjiuAFcMu6Mtw,3006
 fin_infra/analytics/add.py,sha256=OdITXA5CjijhbBzokV3xlTcJCTiMLBDuUJ8OH9Pwkhw,12651
+fin_infra/analytics/benchmark.py,sha256=YRtIamjh8HRvmvA5yPWWuJIzxyrdS0K-imV__DqVaTk,20356
 fin_infra/analytics/cash_flow.py,sha256=VSsQHwTi6r6VFoScH9nu9Fj8XHC4O4B9TkAI8Alobm4,10284
-fin_infra/analytics/ease.py,sha256=aTAPc-Lmh6XP7REPVlAom38MtKCqeS-auNW-rpXRZJs,14282
-fin_infra/analytics/models.py,sha256=XFHeVZoPE0PcSFj59dNsdxISFVwdrTLU4sDCtExumrg,8193
-fin_infra/analytics/portfolio.py,sha256=3xP34nQXvLdj_6Bpz5sufRoND5hpGDnmespWAixgh80,26405
+fin_infra/analytics/ease.py,sha256=1xlr0TxJzGzCodktbCzb59tRG9jTLrcLQAxSWKFEs2I,15410
+fin_infra/analytics/models.py,sha256=oebYQUI9-qIYKNyNSlr0P6BTO8lJJPUX0TeR6hFN_0s,8426
+fin_infra/analytics/portfolio.py,sha256=pT6m19H8GVYD3gZvGPjTDtT9l3ieMxmx70Jx_Y6tmR8,29967
 fin_infra/analytics/projections.py,sha256=T7LLG0Pe5f-WwgfDITdTMk-l8cCLZTM9cEC_Vxf6mkc,9154
-fin_infra/analytics/rebalancing.py,sha256=VM8MgoJofmrCXPK1rbmVqWGB4FauNmHCL5HOEbrZR2g,14610
+fin_infra/analytics/rebalancing.py,sha256=K4qbQa6p4CZ0T3j3mvZLadI45ilIA1rB1vtdlxlFWSc,16189
+fin_infra/analytics/rebalancing_llm.py,sha256=gniB_tIahrYNZEodIZ02uXo6VLJQgq_sGzlA4glJRbg,26935
 fin_infra/analytics/savings.py,sha256=n3rGNFP8TU5mW-uz9kOuqX_mDiVnDyAeDN06Q7Abotw,7570
 fin_infra/analytics/scenarios.py,sha256=LE_dZVkbxxAx5sxitGhiOhZfWTlYtVbIvS9pEXkijLc,12246
 fin_infra/analytics/spending.py,sha256=ogLcfF5ZOLMkBIj02RISnA3hiY_PsLWZ2_AAzA7FenY,26209
-fin_infra/banking/__init__.py,sha256=6wwGNITzyehC9MBQc5jy0ewSTuNetyQu2AdND51O55w,22450
+fin_infra/banking/__init__.py,sha256=Lt82vzUZUmekNi_abWz5ySvZlO64FVefd05RAxEd4gU,24537
 fin_infra/banking/history.py,sha256=YB-v9A03IZ_qki6A6mA-RO5Y4imlqk1CyP0W482ufdQ,10563
 fin_infra/banking/utils.py,sha256=HhxZbeaA8zqVttgMiJGnShTo_r_0DaD7T3IMq8n8340,15252
 fin_infra/brokerage/__init__.py,sha256=IXm5ko5T607LodexYSbKNZc6I_2CQGaOwQUlb-w9-ks,17137
@@ -33,7 +35,7 @@ fin_infra/categorization/__init__.py,sha256=p5uEFX0piPI5QmYtQ4lTrr0Cph5r01XpHDOi
 fin_infra/categorization/add.py,sha256=-I-V7R8vWj2-B8yjtFn_pNryQV5uascFR18a1Ltcqm0,6247
 fin_infra/categorization/ease.py,sha256=gvlVb_TL7kwm5oM_gWdrhZt4cJOSvYEgGipNJKK8CpM,5820
 fin_infra/categorization/engine.py,sha256=tZ-WTkPUUcKe6rDFoCSu5BF_gezcjJfx8Yn9eUX4lDQ,12114
-fin_infra/categorization/llm_layer.py,sha256=K3vn3Muf6VfsSDT-iRcKBJQyO-BSx8nfLQlK-UmBmG0,12824
+fin_infra/categorization/llm_layer.py,sha256=7nFZf-S-JppGz6nXfvEmjr1-ouE1BR7fyiOYkUE6gnw,12822
 fin_infra/categorization/models.py,sha256=A8m3hAIbsUUV3eNjXpTiPWD1sYGjSdXEByTS3ZZASEA,5894
 fin_infra/categorization/rules.py,sha256=IpDnHBeuykRdu5vs3Lph4Y9-3RseIjjleQ5hZphQvNk,12849
 fin_infra/categorization/taxonomy.py,sha256=p-tSOwJ0O-rFZ1LIlHSYdaYdSc65084j0fdMI_6LW84,13251
@@ -76,8 +78,8 @@ fin_infra/goals/scaffold_templates/__init__.py,sha256=rLFam-mRsj8LvJu5kRBEIJtw9r
 fin_infra/goals/scaffold_templates/models.py.tmpl,sha256=b23Nlwm05MFMQE4qkrylTPXqulsN6cuFzNev2liY7DI,5714
 fin_infra/goals/scaffold_templates/repository.py.tmpl,sha256=4BFy-fPBR412p8wb8VzsekxM3uGno-odqZP_BuMAXBU,11046
 fin_infra/goals/scaffold_templates/schemas.py.tmpl,sha256=M1hS1pK9UDXcNqPW-NGu9804hTFe4FPdUDVgDSMcQl4,5331
-fin_infra/insights/__init__.py,sha256=fFYymoAY2zd7eooE-RqyFifXB_J-vVkHjyMak7o4wnQ,3984
-fin_infra/insights/aggregator.py,sha256=HtaJipSA-O_HVComBcyQdkGs6guoW81sYwRYHXGdBJI,10251
+fin_infra/insights/__init__.py,sha256=zvyUNrs8Eyss0uip-yHMaRZo2afR9hO16r3mt5UWZY0,4016
+fin_infra/insights/aggregator.py,sha256=a7fPc_nDb7OZ1rH0kPhdFL19vquoGqLhot7Kv3gRp2E,12762
 fin_infra/insights/models.py,sha256=xov_YV8oBLJt3YdyVjbryRfcXqmGeGiPvZsZHSbvtl8,3202
 fin_infra/investments/__init__.py,sha256=hJDHlKNXG0Hr3zsJeXdTEyvxL9PkVR8NkS2ULKnELWY,6727
 fin_infra/investments/add.py,sha256=UV2_99z1p8cUiifVFJXOF0lGd0ucMgZ5s9N7IFyE_NY,17193
@@ -95,7 +97,7 @@ fin_infra/investments/scaffold_templates/schemas.py.tmpl,sha256=knWmn-Kyr7AdgPD4
 fin_infra/markets/__init__.py,sha256=pVPtfOZxIeHsPuCDOCydmJjdsOc44R9B2d5EbCZNhRU,9863
 fin_infra/models/__init__.py,sha256=y94RJ_1-bzgNUCxqE76X56WIOk3-El_Jueqy7uB0rb8,860
 fin_infra/models/accounts.py,sha256=m_HdYHOe_m0GLnc_f5njo9n-zscWu-C0rJB6SAd5-aY,1098
-fin_infra/models/brokerage.py,sha256=TV5KMe78e-ttjcUbZIfdGo3x0NisAQ3puwv_ehtgSHc,8312
+fin_infra/models/brokerage.py,sha256=0U--q2uEJrNankuC3zNMnQEp4Zej0l7ZE7Zq7Hum8X4,8376
 fin_infra/models/candle.py,sha256=5JeqUvqlFfYE61uViBeLKZCh2wKdJZH7Pvi-TLzN4FI,536
 fin_infra/models/credit.py,sha256=rSdSURsMe9_i2gxmwPTDwNQWOuM2zutL-OhvHsnbtmw,12144
 fin_infra/models/money.py,sha256=63pdGD1WBMHicJ1w7pbU1g5fqt4gIzPuqQQ2-NSlBuc,401
@@ -126,9 +128,9 @@ fin_infra/obs/__init__.py,sha256=kMMVl0fdwtJtZeKiusTuw0iO61Jo9-HNXsLmn3ffLRE,631
 fin_infra/obs/classifier.py,sha256=S7kSphgHN1O4GiMUdr3IjuXpoXU0XgGq132_U-njXX4,5153
 fin_infra/providers/__init__.py,sha256=jxhQm79T6DVXf7Wpy7luL-p50cE_IMUbjt4o3apzJQU,768
 fin_infra/providers/banking/base.py,sha256=KeNU4ur3zLKHVsBF1LQifcs2AKX06IEE-Rx_SetFeAs,102
-fin_infra/providers/banking/plaid_client.py,sha256=8Nvd9Ow_v6Scnw79R86uSvRcBRHPgc3ytsQze50E7aM,6524
-fin_infra/providers/banking/teller_client.py,sha256=733Eq-o9Yt7Sm_aWOeunJU4EWYRAaZNS7vgDVGqR0W4,10279
-fin_infra/providers/base.py,sha256=qKRv8C3TBP7r9J9gFxqeSU3Podh6w_eKI5iCPa15Ta8,8668
+fin_infra/providers/banking/plaid_client.py,sha256=6yaXbPxg4QvebZAXyUFUthBIAN1EuXN59BnmTi69n0U,7374
+fin_infra/providers/banking/teller_client.py,sha256=4chf7fQIybp-sgOWOiW9uJfMq31A9KMPcyMfn0Yi_IY,10752
+fin_infra/providers/base.py,sha256=T8XoHTc3SY30XibfrS4eAMXTujgY8s2mJjBeKzscgDo,9037
 fin_infra/providers/brokerage/alpaca.py,sha256=BObiI_dFQZ3fOpTfmZMkri8sVrsz5uW6i5ZVUb0etCU,9923
 fin_infra/providers/brokerage/base.py,sha256=JJFH0Cqca4Rg4rmxfiwcQt-peRoBf4JpG3g6jx8DVks,106
 fin_infra/providers/credit/experian.py,sha256=r7lpFecgOdNEhb_Lxz2Z-BG8R3p2n0XlqDKL7y8NZ-0,482
@@ -174,8 +176,8 @@ fin_infra/utils/deprecation.py,sha256=DTcqv7ECnrWOOwoA07JOnRci4Hqqo9YtKSSmoS-DVP
 fin_infra/utils/http.py,sha256=rDEgYsEBrEe75ml5RA-iSs3xeU5W-3j-czJlT7WbrM4,632
 fin_infra/utils/retry.py,sha256=YiyTgy26eJ1ah7fE2_-ZPa4hv4bIT4OzjYolkNWb5j0,1057
 fin_infra/version.py,sha256=4t_crzhrLum--oyowUMxtjBTzUtWp7oRTF22ewEvJG4,49
-fin_infra-0.5.1.dist-info/LICENSE,sha256=wK-Ya7Ylxa38dSIZRhvNj1ZVLIrHC-BAI8v38PNADiA,1061
-fin_infra-0.5.1.dist-info/METADATA,sha256=u93UU3fU8TPtAPA7YcnL32rFqo7o8VIxQfVeZ6970aA,10842
-fin_infra-0.5.1.dist-info/WHEEL,sha256=IYZQI976HJqqOpQU6PHkJ8fb3tMNBFjg-Cn-pwAbaFM,88
-fin_infra-0.5.1.dist-info/entry_points.txt,sha256=Sr1uikvALZMeKm-DIkeKG4L9c4SNqysXGO_IRF8_9eU,53
-fin_infra-0.5.1.dist-info/RECORD,,
+fin_infra-0.7.0.dist-info/LICENSE,sha256=wK-Ya7Ylxa38dSIZRhvNj1ZVLIrHC-BAI8v38PNADiA,1061
+fin_infra-0.7.0.dist-info/METADATA,sha256=v4dpkuG3id_UQEdZV4akwWdE4qTLWrcaK6-l2QaF0XQ,11050
+fin_infra-0.7.0.dist-info/WHEEL,sha256=IYZQI976HJqqOpQU6PHkJ8fb3tMNBFjg-Cn-pwAbaFM,88
+fin_infra-0.7.0.dist-info/entry_points.txt,sha256=Sr1uikvALZMeKm-DIkeKG4L9c4SNqysXGO_IRF8_9eU,53
+fin_infra-0.7.0.dist-info/RECORD,,