ollama-robin 0.1.0__tar.gz

ollama_robin-0.1.0/.gitattributes

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+# Auto detect text files and perform LF normalization
+* text=auto

ollama_robin-0.1.0/.gitignore

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+# Local environment variables (Contains passwords and API keys)
+.env
+.env.local
+.env.*
+
+# Python Cache & Build
+__pycache__/
+*.py[cod]
+*$py.class
+.pytest_cache/
+.venv/
+venv/
+env/
+
+# OS files
+.DS_Store
+Thumbs.db

ollama_robin-0.1.0/PKG-INFO

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+Metadata-Version: 2.4
+Name: ollama-robin
+Version: 0.1.0
+Summary: Terminal-based AI assistant powered by local Ollama with Exa search and Robinhood tools
+Author-email: Isaiah <isaiahgwood@gmail.com>
+License: MIT
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Operating System :: OS Independent
+Classifier: Programming Language :: Python :: 3
+Requires-Python: >=3.10
+Requires-Dist: exa-py>=2.13.2
+Requires-Dist: ollama>=0.6.2
+Requires-Dist: python-dotenv>=1.0.1
+Requires-Dist: robin-stocks>=3.0.0
+Description-Content-Type: text/markdown
+
+# Ollama Robinhood Chat 🤖📈
+
+An interactive, terminal-based AI assistant powered by local Ollama (`gemma4:e4b`) with built-in tools for **Exa Web Search** and complete **Robinhood Trading & Portfolio Automation** via the `robin_stocks` SDK.
+
+---
+
+## Key Features
+
+- **Local AI Chat**: Chat natively with `gemma4:e4b` running on your local Ollama instance.
+- **Web Search Tool**: Powered by Exa Search API to retrieve real-time news, information, and answers.
+- **Robinhood Portfolio Analytics**: Fetch accounts profile details, portfolio values, cash balances, buying power, and open stock/options positions.
+- **Equities & Options Trading**: Query real-time quotes, chains, historical charts, list watchlists, place market/limit orders, and cancel open orders.
+- **Pre-Trade Simulation Reviews**: Safe order review tools calculate estimated costs, check buying power, and inspect asset tradability flags before committing any trades.
+- **Smart Decimal Formatting**: Automatically sanitizes raw Robinhood API outputs (e.g., converting `$2.7100` to `$2.71`) for clean AI communication.
+- **Interactive Multi-Factor Authentication (MFA)**: Prompts dynamically in the terminal to securely type in SMS or authenticator codes upon boot.
+
+---
+
+## Project Structure
+
+```text
+ollama-robin/
+├── .env.example       # Template env file for credentials
+├── .gitignore         # Prevents committing API keys / secrets
+├── README.md          # Guide & setup documentation
+├── requirements.txt   # Pinned python dependency packages
+├── chat.py            # Main interactive CLI chat loop
+└── tools/
+    ├── __init__.py
+    ├── formatter.py   # Recursive clean-up helper (2.7100 -> 2.71)
+    ├── schemas.py     # Declarative JSON schemas for Ollama tools
+    └── handlers.py    # Python logic calling Exa and Robinhood APIs
+```
+
+---
+
+## Installation & Setup
+
+### 1. Prerequisites
+- [Python 3.10+](https://www.python.org/)
+- [Ollama](https://ollama.com/) running locally with `gemma4:e4b` pulled:
+  ```bash
+  ollama pull gemma4:e4b
+  ```
+
+### 2. Install Python Dependencies
+```bash
+pip install ollama exa-py robin_stocks python-dotenv
+```
+
+### 3. Configure Environment Variables
+Create a file named `.env.local` in the project root:
+```env
+# Exa API Key
+EXA_API_KEY="your-exa-api-key-here"
+
+# Robinhood Credentials
+ROBINHOOD_USERNAME="your-login-email@example.com"
+ROBINHOOD_PASSWORD="your-robinhood-password"
+```
+
+---
+
+## Running the Application
+
+To start the interactive chat client:
+```bash
+python chat.py
+```
+
+- **MFA Warning**: If your Robinhood account has MFA active, the script will pause and prompt you to input the code directly into the terminal window during startup.
+- **Fallback Mode**: If you run without Robinhood credentials, the chat will automatically disable Robinhood tools and fall back to standard chat + Exa web search.

ollama_robin-0.1.0/README.md

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+# Ollama Robinhood Chat 🤖📈
+
+An interactive, terminal-based AI assistant powered by local Ollama (`gemma4:e4b`) with built-in tools for **Exa Web Search** and complete **Robinhood Trading & Portfolio Automation** via the `robin_stocks` SDK.
+
+---
+
+## Key Features
+
+- **Local AI Chat**: Chat natively with `gemma4:e4b` running on your local Ollama instance.
+- **Web Search Tool**: Powered by Exa Search API to retrieve real-time news, information, and answers.
+- **Robinhood Portfolio Analytics**: Fetch accounts profile details, portfolio values, cash balances, buying power, and open stock/options positions.
+- **Equities & Options Trading**: Query real-time quotes, chains, historical charts, list watchlists, place market/limit orders, and cancel open orders.
+- **Pre-Trade Simulation Reviews**: Safe order review tools calculate estimated costs, check buying power, and inspect asset tradability flags before committing any trades.
+- **Smart Decimal Formatting**: Automatically sanitizes raw Robinhood API outputs (e.g., converting `$2.7100` to `$2.71`) for clean AI communication.
+- **Interactive Multi-Factor Authentication (MFA)**: Prompts dynamically in the terminal to securely type in SMS or authenticator codes upon boot.
+
+---
+
+## Project Structure
+
+```text
+ollama-robin/
+├── .env.example       # Template env file for credentials
+├── .gitignore         # Prevents committing API keys / secrets
+├── README.md          # Guide & setup documentation
+├── requirements.txt   # Pinned python dependency packages
+├── chat.py            # Main interactive CLI chat loop
+└── tools/
+    ├── __init__.py
+    ├── formatter.py   # Recursive clean-up helper (2.7100 -> 2.71)
+    ├── schemas.py     # Declarative JSON schemas for Ollama tools
+    └── handlers.py    # Python logic calling Exa and Robinhood APIs
+```
+
+---
+
+## Installation & Setup
+
+### 1. Prerequisites
+- [Python 3.10+](https://www.python.org/)
+- [Ollama](https://ollama.com/) running locally with `gemma4:e4b` pulled:
+  ```bash
+  ollama pull gemma4:e4b
+  ```
+
+### 2. Install Python Dependencies
+```bash
+pip install ollama exa-py robin_stocks python-dotenv
+```
+
+### 3. Configure Environment Variables
+Create a file named `.env.local` in the project root:
+```env
+# Exa API Key
+EXA_API_KEY="your-exa-api-key-here"
+
+# Robinhood Credentials
+ROBINHOOD_USERNAME="your-login-email@example.com"
+ROBINHOOD_PASSWORD="your-robinhood-password"
+```
+
+---
+
+## Running the Application
+
+To start the interactive chat client:
+```bash
+python chat.py
+```
+
+- **MFA Warning**: If your Robinhood account has MFA active, the script will pause and prompt you to input the code directly into the terminal window during startup.
+- **Fallback Mode**: If you run without Robinhood credentials, the chat will automatically disable Robinhood tools and fall back to standard chat + Exa web search.

ollama_robin-0.1.0/pyproject.toml

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+[build-system]
+requires = ["hatchling"]
+build-backend = "hatchling.build"
+
+[project]
+name = "ollama-robin"
+version = "0.1.0"
+description = "Terminal-based AI assistant powered by local Ollama with Exa search and Robinhood tools"
+readme = "README.md"
+requires-python = ">=3.10"
+license = { text = "MIT" }
+authors = [
+    { name = "Isaiah", email = "isaiahgwood@gmail.com" }
+]
+classifiers = [
+    "Programming Language :: Python :: 3",
+    "License :: OSI Approved :: MIT License",
+    "Operating System :: OS Independent",
+]
+dependencies = [
+    "ollama>=0.6.2",
+    "exa-py>=2.13.2",
+    "robin_stocks>=3.0.0",
+    "python-dotenv>=1.0.1",
+]
+
+[project.scripts]
+ollama-robin = "ollama_robin.chat:main"

ollama_robin-0.1.0/requirements.txt

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+ollama>=0.6.2
+exa-py>=2.13.2
+robin_stocks>=3.0.0
+python-dotenv>=1.0.1

ollama_robin-0.1.0/src/ollama_robin/__init__.py

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+# Package initialization

ollama_robin-0.1.0/src/ollama_robin/chat.py

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+import os
+import sys
+import ollama
+from exa_py import Exa
+import robin_stocks.robinhood as rh
+from dotenv import load_dotenv
+
+# Import our modular tools package
+from ollama_robin.tools.schemas import tools
+from ollama_robin.tools.handlers import handle_tool_call
+
+# Load environment variables
+load_dotenv()
+load_dotenv('.env.local')
+
+def main():
+    model = 'gemma4:e4b'
+    
+    # Verify/get model list
+    try:
+        response = ollama.list()
+        models = [m.model for m in response.models]
+        if not models:
+            print("No models found. Please pull a model first.")
+            sys.exit(1)
+        if model not in models and len(models) > 0:
+            matching_models = [m for m in models if 'gemma4' in m]
+            model = matching_models[0] if matching_models else models[0]
+    except Exception as e:
+        print(f"Warning: Could not connect to Ollama. Error: {e}")
+        sys.exit(1)
+        
+    # Check for Exa API Key
+    exa_api_key = os.environ.get("EXA_API_KEY")
+    exa_client = None
+    if exa_api_key:
+        exa_client = Exa(api_key=exa_api_key)
+        print("Exa Search Tool enabled.")
+    else:
+        print("Warning: EXA_API_KEY not found in environment. Exa Search Tool is disabled.")
+
+    # Check for Robinhood login
+    rb_username = os.environ.get("ROBINHOOD_USERNAME")
+    rb_password = os.environ.get("ROBINHOOD_PASSWORD")
+    rb_enabled = False
+    
+    if rb_username and rb_password:
+        try:
+            print("Attempting login to Robinhood...")
+            login_res = rh.login(username=rb_username, password=rb_password)
+            if login_res:
+                rb_enabled = True
+                print("Successfully logged into Robinhood.")
+            else:
+                print("Warning: Robinhood login failed.")
+        except Exception as e:
+            print(f"Warning: Could not login to Robinhood. Error: {e}")
+    else:
+        print("Warning: ROBINHOOD_USERNAME/ROBINHOOD_PASSWORD not set. Robinhood tools disabled.")
+
+    # Active tools list based on configuration
+    active_tools = []
+    if exa_client:
+        active_tools.append(tools[0])  # search_web
+    if rb_enabled:
+        active_tools.extend(tools[1:])
+
+    print(f"--- Chatting with model: {model} (type 'exit' or 'quit' to stop) ---")
+    messages = []
+    
+    while True:
+        try:
+            user_input = input("\nYou: ").strip()
+            if not user_input:
+                continue
+            if user_input.lower() in ['exit', 'quit']:
+                print("Goodbye!")
+                break
+                
+            messages.append({'role': 'user', 'content': user_input})
+            
+            # Send message with active tools
+            response = ollama.chat(
+                model=model,
+                messages=messages,
+                tools=active_tools if active_tools else None
+            )
+            
+            assistant_message = response.get('message', {})
+            tool_calls = assistant_message.get('tool_calls', [])
+            
+            thinking = assistant_message.get('content', '')
+            if thinking:
+                print(f"\n{model} (thinking):\n{thinking}")
+            
+            # If model requested tool execution
+            if tool_calls:
+                messages.append(assistant_message)
+                
+                for tool_call in tool_calls:
+                    func_name = tool_call.get('function', {}).get('name')
+                    args = tool_call.get('function', {}).get('arguments', {})
+                    
+                    tool_response = handle_tool_call(func_name, args, exa_client, rb_enabled)
+                    
+                    messages.append({
+                        'role': 'tool',
+                        'name': func_name,
+                        'content': tool_response
+                    })
+                
+                # Fetch final response after tools execution
+                print(f"{model}: ", end="", flush=True)
+                response_content = ""
+                
+                # Stream the final response
+                stream = ollama.chat(model=model, messages=messages, stream=True)
+                for chunk in stream:
+                    content = chunk['message']['content']
+                    print(content, end="", flush=True)
+                    response_content += content
+                print()
+                
+                messages.append({'role': 'assistant', 'content': response_content})
+                
+            else:
+                content = assistant_message.get('content', '')
+                if not thinking:
+                    print(f"{model}: {content}")
+                messages.append(assistant_message)
+                
+        except KeyboardInterrupt:
+            print("\nGoodbye!")
+            break
+        except Exception as e:
+            print(f"\nError: {e}")
+
+if __name__ == '__main__':
+    main()

ollama_robin-0.1.0/src/ollama_robin/tools/__init__.py

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+# Tools package initialization

ollama_robin-0.1.0/src/ollama_robin/tools/formatter.py

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+import json
+
+def format_numeric_values(data):
+    if isinstance(data, dict):
+        return {k: format_numeric_values(v) for k, v in data.items()}
+    elif isinstance(data, list):
+        return [format_numeric_values(v) for v in data]
+    elif isinstance(data, str):
+        try:
+            if '.' in data:
+                val = float(data)
+                if abs(val) >= 0.01:
+                    return f"{val:.2f}"
+        except ValueError:
+            pass
+    elif isinstance(data, float):
+        if abs(data) >= 0.01:
+            return round(data, 2)
+    return data
+
+def serialize(data):
+    return json.dumps(format_numeric_values(data), indent=2)

ollama_robin-0.1.0/src/ollama_robin/tools/handlers.py

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+import json
+import robin_stocks.robinhood as rh
+from ollama_robin.tools.formatter import serialize
+
+def handle_tool_call(func_name, args, exa_client, rb_enabled):
+    tool_response = ""
+    
+    # 1. Search Web
+    if func_name == 'search_web' and exa_client:
+        query = args.get('query')
+        try:
+            search_results = exa_client.search(
+                query, type="auto", num_results=5, contents={"highlights": True}
+            )
+            formatted_results = []
+            for idx, result in enumerate(search_results.results, 1):
+                title = result.title or "Untitled"
+                url = result.url
+                highlight = "\n".join(result.highlights) if result.highlights else ""
+                formatted_results.append(f"[{idx}] {title}\nURL: {url}\nExcerpt: {highlight}\n")
+            tool_response = "\n".join(formatted_results) if formatted_results else "No results found."
+        except Exception as err:
+            tool_response = f"Error performing search: {err}"
+
+    # 2. Get Accounts
+    elif func_name == 'get_accounts' and rb_enabled:
+        try:
+            tool_response = serialize(rh.profiles.load_account_profile())
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 3. Get Portfolio
+    elif func_name == 'get_portfolio' and rb_enabled:
+        try:
+            portfolio = rh.profiles.load_portfolio_profile()
+            basic = rh.profiles.load_basic_profile()
+            combined = {
+                "equity": portfolio.get("equity"),
+                "extended_hours_equity": portfolio.get("extended_hours_equity"),
+                "market_value": portfolio.get("market_value"),
+                "excess_margin": portfolio.get("excess_margin"),
+                "buying_power": portfolio.get("buying_power"),
+                "cash": portfolio.get("cash"),
+                "cash_available_for_withdrawal": portfolio.get("cash_available_for_withdrawal"),
+                "user_first_name": basic.get("first_name")
+            }
+            tool_response = serialize(combined)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 4. Get Equity Positions
+    elif func_name == 'get_equity_positions' and rb_enabled:
+        try:
+            positions = rh.get_open_stock_positions()
+            for pos in positions:
+                try:
+                    pos['symbol'] = rh.get_symbol_by_url(pos['instrument'])
+                except:
+                    pos['symbol'] = "UNKNOWN"
+            tool_response = serialize(positions)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 5. Get Equity Quotes
+    elif func_name == 'get_equity_quotes' and rb_enabled:
+        syms = [s.strip().upper() for s in args.get('symbols', '').split(',') if s.strip()]
+        try:
+            quotes = rh.get_quotes(syms)
+            tool_response = serialize(quotes)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 6. Get Equity Orders
+    elif func_name == 'get_equity_orders' and rb_enabled:
+        try:
+            orders = rh.get_all_stock_orders()[:15]
+            tool_response = serialize(orders)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 7. Get Equity Tradability
+    elif func_name == 'get_equity_tradability' and rb_enabled:
+        syms = [s.strip().upper() for s in args.get('symbols', '').split(',') if s.strip()]
+        try:
+            instruments = rh.get_instruments_by_symbols(syms)
+            tradability = []
+            for inst in instruments:
+                if inst:
+                    tradability.append({
+                        "symbol": inst.get("symbol"),
+                        "tradeable": inst.get("tradeable"),
+                        "fractional_tradability": inst.get("fractional_tradability"),
+                        "state": inst.get("state")
+                    })
+            tool_response = serialize(tradability)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 8. Review Equity Order
+    elif func_name == 'review_equity_order' and rb_enabled:
+        symbol = args.get('symbol').upper()
+        qty = float(args.get('quantity'))
+        side = args.get('side').lower()
+        o_type = args.get('type').lower()
+        limit_price = args.get('limit_price')
+        try:
+            quote = rh.get_quotes(symbol)[0]
+            last_price = float(quote.get('last_trade_price', 0)) if quote else 0
+            price = limit_price if o_type == 'limit' else last_price
+            est_cost = price * qty
+            portfolio = rh.profiles.load_portfolio_profile()
+            buying_power = float(portfolio.get('buying_power', 0))
+            warnings = []
+            if side == 'buy' and est_cost > buying_power:
+                warnings.append("WARNING: Estimated cost exceeds current buying power.")
+            inst = rh.get_instruments_by_symbols(symbol)[0]
+            if inst:
+                if not inst.get('tradeable'):
+                    warnings.append("WARNING: Asset is currently not tradeable on Robinhood.")
+                if qty % 1 != 0 and not inst.get('fractional_tradability'):
+                    warnings.append("WARNING: Fractional shares are not supported for this symbol.")
+            else:
+                warnings.append("WARNING: Ticker symbol could not be found.")
+
+            review = {
+                "symbol": symbol,
+                "side": side,
+                "quantity": qty,
+                "price_used": price,
+                "estimated_cost": est_cost,
+                "available_buying_power": buying_power,
+                "warnings": warnings if warnings else ["None. Order simulation looks good."]
+            }
+            tool_response = serialize(review)
+        except Exception as err:
+            tool_response = f"Error reviewing order: {err}"
+
+    # 9. Place Equity Order
+    elif func_name == 'place_equity_order' and rb_enabled:
+        symbol = args.get('symbol').upper()
+        qty = float(args.get('quantity'))
+        side = args.get('side').lower()
+        o_type = args.get('type').lower()
+        limit_price = args.get('limit_price')
+        try:
+            if side == 'buy':
+                if o_type == 'market':
+                    res = rh.order_buy_market(symbol, qty)
+                else:
+                    res = rh.order_buy_limit(symbol, qty, limit_price)
+            else:
+                if o_type == 'market':
+                    res = rh.order_sell_market(symbol, qty)
+                else:
+                    res = rh.order_sell_limit(symbol, qty, limit_price)
+            tool_response = serialize(res)
+        except Exception as err:
+            tool_response = f"Error placing order: {err}"
+
+    # 10. Cancel Equity Order
+    elif func_name == 'cancel_equity_order' and rb_enabled:
+        oid = args.get('order_id')
+        try:
+            res = rh.cancel_stock_order(oid)
+            tool_response = serialize(res)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 11. Search Symbol
+    elif func_name == 'search' and rb_enabled:
+        query = args.get('query')
+        try:
+            res = rh.find_instrument_data(query)
+            tool_response = serialize(res[:5])
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 12. Add to Watchlist
+    elif func_name == 'add_to_watchlist' and rb_enabled:
+        syms = [s.strip().upper() for s in args.get('symbols', '').split(',') if s.strip()]
+        w_name = args.get('watchlist_name', 'Default')
+        try:
+            res = rh.post_symbols_to_watchlist(syms, w_name)
+            tool_response = serialize(res)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 13. Get Watchlists
+    elif func_name == 'get_watchlists' and rb_enabled:
+        try:
+            tool_response = serialize(rh.get_all_watchlists())
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 14. Get Watchlist Items
+    elif func_name == 'get_watchlist_items' and rb_enabled:
+        w_name = args.get('watchlist_name')
+        try:
+            tool_response = serialize(rh.get_watchlist_by_name(w_name))
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 15. Unfollow / Remove from Watchlist
+    elif func_name == 'unfollow_list' and rb_enabled:
+        syms = [s.strip().upper() for s in args.get('symbols', '').split(',') if s.strip()]
+        w_name = args.get('watchlist_name', 'Default')
+        try:
+            res = rh.delete_symbols_from_watchlist(syms, w_name)
+            tool_response = serialize(res)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 16. Get Popular Lists
+    elif func_name == 'get_popular_lists' and rb_enabled:
+        try:
+            tool_response = serialize(rh.get_top_100()[:20])
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 17. Get Equity Historicals
+    elif func_name == 'get_equity_historicals' and rb_enabled:
+        syms = [s.strip().upper() for s in args.get('symbols', '').split(',') if s.strip()]
+        interval = args.get('interval', 'day')
+        span = args.get('span', 'year')
+        try:
+            res = rh.get_stock_historicals(inputSymbols=syms, interval=interval, span=span)
+            tool_response = serialize(res)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 18. Get Indexes
+    elif func_name == 'get_indexes' and rb_enabled:
+        tool_response = serialize([
+            {"index": "S&P 500", "tracked_by_etf": "SPY", "description": "Tracks 500 largest US companies"},
+            {"index": "Nasdaq 100", "tracked_by_etf": "QQQ", "description": "Tracks 100 non-financial tech giants"},
+            {"index": "Dow Jones 30", "tracked_by_etf": "DIA", "description": "Tracks 30 blue-chip US giants"}
+        ])
+
+    # 19. Get Indexes Quotes
+    elif func_name == 'get_indexes_quotes' and rb_enabled:
+        try:
+            quotes = rh.get_quotes(["SPY", "QQQ", "DIA"])
+            formatted = []
+            for q in quotes:
+                if q:
+                    formatted.append({
+                        "index": "S&P 500 (SPY)" if q.get("symbol") == "SPY" else "Nasdaq-100 (QQQ)" if q.get("symbol") == "QQQ" else "Dow-30 (DIA)",
+                        "price": q.get("last_trade_price"),
+                        "prior_close": q.get("previous_close")
+                    })
+            tool_response = serialize(formatted)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 20. Get Option Chains
+    elif func_name == 'get_option_chains' and rb_enabled:
+        symbol = args.get('symbol').upper()
+        try:
+            chains = rh.get_chains(symbol)
+            tool_response = serialize(chains)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 21. Get Option Instruments
+    elif func_name == 'get_option_instruments' and rb_enabled:
+        symbol = args.get('symbol').upper()
+        exp = args.get('expiration_date')
+        strike = args.get('strike_price')
+        o_type = args.get('option_type')
+        try:
+            res = rh.find_options_by_expiration(inputSymbols=symbol, expirationDate=exp, optionType=o_type)
+            if strike:
+                res = [o for o in res if float(o.get('strike_price', 0)) == strike]
+            tool_response = serialize(res[:10])
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 22. Get Option Quotes
+    elif func_name == 'get_option_quotes' and rb_enabled:
+        symbol = args.get('symbol').upper()
+        exp = args.get('expiration_date')
+        strike = float(args.get('strike_price'))
+        o_type = args.get('option_type').lower()
+        try:
+            res = rh.get_option_market_data(symbol, exp, str(strike), o_type)
+            tool_response = serialize(res)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 23. Get Option Positions
+    elif func_name == 'get_option_positions' and rb_enabled:
+        try:
+            tool_response = serialize(rh.get_open_option_positions())
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 24. Get Option Orders
+    elif func_name == 'get_option_orders' and rb_enabled:
+        try:
+            tool_response = serialize(rh.get_all_option_orders()[:10])
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 25. Review Option Order
+    elif func_name == 'review_option_order' and rb_enabled:
+        symbol = args.get('symbol').upper()
+        exp = args.get('expiration_date')
+        strike = float(args.get('strike_price'))
+        o_type = args.get('option_type').lower()
+        qty = float(args.get('quantity'))
+        price = float(args.get('price'))
+        side = args.get('side').lower()
+        try:
+            market_data = rh.get_option_market_data(symbol, exp, str(strike), o_type)[0][0]
+            ask = float(market_data.get('ask_price', 0))
+            bid = float(market_data.get('bid_price', 0))
+            est_cost = price * qty * 100
+            portfolio = rh.profiles.load_portfolio_profile()
+            buying_power = float(portfolio.get('buying_power', 0))
+            warnings = []
+            if side == 'buy' and est_cost > buying_power:
+                warnings.append("WARNING: Estimated debit cost exceeds current buying power.")
+            
+            review = {
+                "underlying": symbol,
+                "option": f"{strike}{o_type[0]} exp {exp}",
+                "side": side,
+                "quantity": qty,
+                "limit_price": price,
+                "ask_price": ask,
+                "bid_price": bid,
+                "estimated_cost": est_cost,
+                "available_buying_power": buying_power,
+                "warnings": warnings if warnings else ["None. Simulation looks good."]
+            }
+            tool_response = serialize(review)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 26. Place Option Order
+    elif func_name == 'place_option_order' and rb_enabled:
+        symbol = args.get('symbol').upper()
+        exp = args.get('expiration_date')
+        strike = float(args.get('strike_price'))
+        o_type = args.get('option_type').lower()
+        qty = int(args.get('quantity'))
+        price = float(args.get('price'))
+        side = args.get('side').lower()
+        try:
+            effect = "open" if side == 'buy' else "close"
+            cd = "debit" if side == 'buy' else "credit"
+            res = rh.order_buy_option_limit(
+                positionEffect=effect, creditOrDebit=cd, price=price, symbol=symbol,
+                quantity=qty, expirationDate=exp, strike=strike, optionType=o_type
+            )
+            tool_response = serialize(res)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+
+    # 27. Cancel Option Order
+    elif func_name == 'cancel_option_order' and rb_enabled:
+        oid = args.get('order_id')
+        try:
+            res = rh.cancel_option_order(oid)
+            tool_response = serialize(res)
+        except Exception as err:
+            tool_response = f"Error: {err}"
+            
+    return tool_response

ollama_robin-0.1.0/src/ollama_robin/tools/schemas.py

@@ -0,0 +1,367 @@
+# Declarative schemas for Exa and Robinhood tools
+
+tools = [
+    # Exa search tool
+    {
+        'type': 'function',
+        'function': {
+            'name': 'search_web',
+            'description': 'Search the web using Exa to get up-to-date information, news, or answers.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'query': {
+                        'type': 'string',
+                        'description': 'The search query or question to ask.',
+                    },
+                },
+                'required': ['query'],
+            },
+        },
+    },
+    # Portfolio & Accounts
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_accounts',
+            'description': 'View all your Robinhood accounts profile information.',
+            'parameters': {'type': 'object', 'properties': {}}
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_portfolio',
+            'description': 'Get a snapshot of your portfolio including total value, buying power, and basic details.',
+            'parameters': {'type': 'object', 'properties': {}}
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_equity_positions',
+            'description': 'View open equity (stock) positions with quantity and cost basis.',
+            'parameters': {'type': 'object', 'properties': {}}
+        }
+    },
+    # Equities
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_equity_quotes',
+            'description': 'Get real-time equity quotes and prior close for up to 20 symbols.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbols': {
+                        'type': 'string',
+                        'description': 'Comma-separated tickers, e.g. "AAPL,MSFT"'
+                    }
+                },
+                'required': ['symbols']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_equity_orders',
+            'description': 'Get equity order status history.',
+            'parameters': {'type': 'object', 'properties': {}}
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_equity_tradability',
+            'description': 'Check if a list of symbols can be traded and if they can be traded fractionally.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbols': {
+                        'type': 'string',
+                        'description': 'Comma-separated tickers, e.g. "AAPL,TSLA"'
+                    }
+                },
+                'required': ['symbols']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'review_equity_order',
+            'description': 'Simulate an equity order and get pre-trade warnings, estimated cost, and checks.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbol': {'type': 'string', 'description': 'The stock ticker, e.g. "AAPL"'},
+                    'quantity': {'type': 'number', 'description': 'Number of shares'},
+                    'side': {'type': 'string', 'enum': ['buy', 'sell'], 'description': 'Buy or sell'},
+                    'type': {'type': 'string', 'enum': ['market', 'limit'], 'description': 'Order type'},
+                    'limit_price': {'type': 'number', 'description': 'Limit price (required if type is limit)'}
+                },
+                'required': ['symbol', 'quantity', 'side', 'type']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'place_equity_order',
+            'description': 'Place an actual equity order on Robinhood.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbol': {'type': 'string', 'description': 'The stock ticker, e.g. "AAPL"'},
+                    'quantity': {'type': 'number', 'description': 'Number of shares'},
+                    'side': {'type': 'string', 'enum': ['buy', 'sell'], 'description': 'Buy or sell'},
+                    'type': {'type': 'string', 'enum': ['market', 'limit'], 'description': 'Order type'},
+                    'limit_price': {'type': 'number', 'description': 'Limit price (required if type is limit)'}
+                },
+                'required': ['symbol', 'quantity', 'side', 'type']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'cancel_equity_order',
+            'description': 'Cancel an open equity order by ID.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'order_id': {'type': 'string', 'description': 'The unique order ID'}
+                },
+                'required': ['order_id']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'search',
+            'description': 'Find a company name or partial name to get its ticker symbol.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'query': {'type': 'string', 'description': 'Company name or search phrase'}
+                },
+                'required': ['query']
+            }
+        }
+    },
+    # Watchlist
+    {
+        'type': 'function',
+        'function': {
+            'name': 'add_to_watchlist',
+            'description': 'Add stock symbols to a watchlist.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbols': {'type': 'string', 'description': 'Comma-separated tickers to add'},
+                    'watchlist_name': {'type': 'string', 'description': 'Watchlist name, default is "Default"'}
+                },
+                'required': ['symbols']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_watchlists',
+            'description': 'List all watchlists on your account.',
+            'parameters': {'type': 'object', 'properties': {}}
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_watchlist_items',
+            'description': 'List symbols inside a specific watchlist.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'watchlist_name': {'type': 'string', 'description': 'Name of the watchlist'}
+                },
+                'required': ['watchlist_name']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'unfollow_list',
+            'description': 'Remove symbols from a watchlist.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbols': {'type': 'string', 'description': 'Comma-separated tickers to remove'},
+                    'watchlist_name': {'type': 'string', 'description': 'Watchlist name, default is "Default"'}
+                },
+                'required': ['symbols']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_popular_lists',
+            'description': 'Discover popular Robinhood lists (100 most popular stocks).',
+            'parameters': {'type': 'object', 'properties': {}}
+        }
+    },
+    # Market Data
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_equity_historicals',
+            'description': 'Get OHLCV price bars across a time range.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbols': {'type': 'string', 'description': 'Comma-separated tickers, e.g. "AAPL,TSLA"'},
+                    'interval': {'type': 'string', 'enum': ['5minute', '10minute', 'hour', 'day', 'week'], 'description': 'Interval of bars'},
+                    'span': {'type': 'string', 'enum': ['day', 'week', 'month', '3month', 'year', '5year'], 'description': 'Time span'}
+                },
+                'required': ['symbols']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_indexes',
+            'description': 'Look up market index symbols and descriptors (e.g. S&P 500, Nasdaq, Dow).',
+            'parameters': {'type': 'object', 'properties': {}}
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_indexes_quotes',
+            'description': 'Get real-time values of major indexes (via ETFs SPY, QQQ, DIA).',
+            'parameters': {'type': 'object', 'properties': {}}
+        }
+    },
+    # Options
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_option_chains',
+            'description': 'Load option chain info including available expiration dates.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbol': {'type': 'string', 'description': 'Underlying stock ticker'}
+                },
+                'required': ['symbol']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_option_instruments',
+            'description': 'Load option contracts filtered by expiration and strike.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbol': {'type': 'string', 'description': 'Underlying stock ticker'},
+                    'expiration_date': {'type': 'string', 'description': 'Expiration date (YYYY-MM-DD)'},
+                    'strike_price': {'type': 'number', 'description': 'Strike price'},
+                    'option_type': {'type': 'string', 'enum': ['call', 'put'], 'description': 'Call or put'}
+                },
+                'required': ['symbol', 'expiration_date']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_option_quotes',
+            'description': 'Get real-time quotes for option contracts.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbol': {'type': 'string', 'description': 'Underlying stock ticker'},
+                    'expiration_date': {'type': 'string', 'description': 'Expiration date (YYYY-MM-DD)'},
+                    'strike_price': {'type': 'number', 'description': 'Strike price'},
+                    'option_type': {'type': 'string', 'enum': ['call', 'put'], 'description': 'Call or put'}
+                },
+                'required': ['symbol', 'expiration_date', 'strike_price', 'option_type']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_option_positions',
+            'description': 'View open or closed options positions.',
+            'parameters': {'type': 'object', 'properties': {}}
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'get_option_orders',
+            'description': 'Get options order history.',
+            'parameters': {'type': 'object', 'properties': {}}
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'review_option_order',
+            'description': 'Simulate an options order and get pre-trade warnings, bid/ask spreads, and buying power requirements.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbol': {'type': 'string', 'description': 'Underlying ticker'},
+                    'expiration_date': {'type': 'string', 'description': 'Expiration date (YYYY-MM-DD)'},
+                    'strike_price': {'type': 'number', 'description': 'Strike price'},
+                    'option_type': {'type': 'string', 'enum': ['call', 'put']},
+                    'quantity': {'type': 'number', 'description': 'Number of contracts'},
+                    'price': {'type': 'number', 'description': 'Limit price per contract'},
+                    'side': {'type': 'string', 'enum': ['buy', 'sell']}
+                },
+                'required': ['symbol', 'expiration_date', 'strike_price', 'option_type', 'quantity', 'price', 'side']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'place_option_order',
+            'description': 'Place a real options limit order on Robinhood.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'symbol': {'type': 'string', 'description': 'Underlying ticker'},
+                    'expiration_date': {'type': 'string', 'description': 'Expiration date (YYYY-MM-DD)'},
+                    'strike_price': {'type': 'number', 'description': 'Strike price'},
+                    'option_type': {'type': 'string', 'enum': ['call', 'put']},
+                    'quantity': {'type': 'number', 'description': 'Number of contracts'},
+                    'price': {'type': 'number', 'description': 'Limit price per contract'},
+                    'side': {'type': 'string', 'enum': ['buy', 'sell']}
+                },
+                'required': ['symbol', 'expiration_date', 'strike_price', 'option_type', 'quantity', 'price', 'side']
+            }
+        }
+    },
+    {
+        'type': 'function',
+        'function': {
+            'name': 'cancel_option_order',
+            'description': 'Cancel an open options order by ID.',
+            'parameters': {
+                'type': 'object',
+                'properties': {
+                    'order_id': {'type': 'string', 'description': 'The option order ID'}
+                },
+                'required': ['order_id']
+            }
+        }
+    }
+]