vibesurf 0.1.23__py3-none-any.whl → 0.1.25__py3-none-any.whl

vibe_surf/tools/finance_tools.py

@@ -0,0 +1,629 @@
+"""
+Comprehensive finance tools using Yahoo Finance API.
+Provides access to stock market data, company financials, and trading information.
+"""
+import pdb
+from enum import Enum
+from typing import Dict, List, Any, Optional, Union
+from datetime import datetime, timedelta
+import yfinance as yf
+import pandas as pd
+from datetime import datetime
+
+from vibe_surf.logger import get_logger
+
+logger = get_logger(__name__)
+
+
+class FinanceMethod(Enum):
+    """Available Yahoo Finance data methods"""
+    # Basic Information
+    GET_INFO = "get_info"  # Company basic information
+    GET_FAST_INFO = "get_fast_info"  # Quick stats like current price, volume
+    
+    # Market Data & History
+    GET_HISTORY = "get_history"  # Historical price and volume data
+    GET_ACTIONS = "get_actions"  # Dividends and stock splits
+    GET_DIVIDENDS = "get_dividends"  # Dividend history
+    GET_SPLITS = "get_splits"  # Stock split history
+    GET_CAPITAL_GAINS = "get_capital_gains"  # Capital gains distributions
+    
+    # Financial Statements
+    GET_FINANCIALS = "get_financials"  # Income statement (annual)
+    GET_QUARTERLY_FINANCIALS = "get_quarterly_financials"  # Income statement (quarterly)
+    GET_BALANCE_SHEET = "get_balance_sheet"  # Balance sheet (annual)
+    GET_QUARTERLY_BALANCE_SHEET = "get_quarterly_balance_sheet"  # Balance sheet (quarterly)
+    GET_CASHFLOW = "get_cashflow"  # Cash flow statement (annual)
+    GET_QUARTERLY_CASHFLOW = "get_quarterly_cashflow"  # Cash flow statement (quarterly)
+    
+    # Earnings & Analysis
+    GET_EARNINGS = "get_earnings"  # Historical earnings data
+    GET_QUARTERLY_EARNINGS = "get_quarterly_earnings"  # Quarterly earnings
+    GET_EARNINGS_DATES = "get_earnings_dates"  # Upcoming earnings dates
+    GET_CALENDAR = "get_calendar"  # Earnings calendar
+    
+    # Recommendations & Analysis
+    GET_RECOMMENDATIONS = "get_recommendations"  # Analyst recommendations
+    GET_RECOMMENDATIONS_SUMMARY = "get_recommendations_summary"  # Summary of recommendations
+    GET_UPGRADES_DOWNGRADES = "get_upgrades_downgrades"  # Rating changes
+    GET_ANALYSIS = "get_analysis"  # Analyst analysis
+    
+    # Ownership & Holdings
+    GET_MAJOR_HOLDERS = "get_major_holders"  # Major shareholders
+    GET_INSTITUTIONAL_HOLDERS = "get_institutional_holders"  # Institutional holdings
+    GET_MUTUALFUND_HOLDERS = "get_mutualfund_holders"  # Mutual fund holdings
+    GET_INSIDER_PURCHASES = "get_insider_purchases"  # Insider purchases
+    GET_INSIDER_TRANSACTIONS = "get_insider_transactions"  # Insider transactions
+    GET_INSIDER_ROSTER_HOLDERS = "get_insider_roster_holders"  # Insider roster
+    
+    # Additional Data
+    GET_NEWS = "get_news"  # Latest news
+    GET_SUSTAINABILITY = "get_sustainability"  # ESG scores
+    GET_SEC_FILINGS = "get_sec_filings"  # SEC filings
+    GET_SHARES = "get_shares"  # Share count data
+    
+    # Options (if applicable)
+    GET_OPTIONS = "get_options"  # Option chain data
+
+
+class FinanceDataRetriever:
+    """Main class for retrieving and formatting Yahoo Finance data"""
+    
+    def __init__(self, symbol: str):
+        """Initialize with stock symbol"""
+        self.symbol = symbol.upper()
+        self.ticker = yf.Ticker(self.symbol)
+        
+    def get_finance_data(self, methods: List[str], **kwargs) -> Dict[str, Any]:
+        """
+        Retrieve finance data using specified methods
+        
+        Args:
+            methods: List of method names (FinanceMethod enum values)
+            **kwargs: Additional parameters (e.g., period, start_date, end_date, num_news)
+        
+        Returns:
+            Dictionary with method names as keys and data as values
+        """
+        results = {}
+        
+        for method in methods:
+            try:
+                if hasattr(self, f"_{method}"):
+                    method_func = getattr(self, f"_{method}")
+                    results[method] = method_func(**kwargs)
+                else:
+                    results[method] = f"Error: Method {method} not implemented"
+                    logger.warning(f"Method {method} not implemented for {self.symbol}")
+            except Exception as e:
+                error_msg = f"Error retrieving {method}: {str(e)}"
+                results[method] = error_msg
+                logger.error(f"Error retrieving {method} for {self.symbol}: {e}")
+        
+        return results
+    
+    # Basic Information Methods
+    def _get_info(self, **kwargs) -> Dict:
+        """Get basic company information"""
+        return self.ticker.info
+    
+    def _get_fast_info(self, **kwargs) -> Dict:
+        """Get quick statistics"""
+        try:
+            fast_info = self.ticker.fast_info
+            return dict(fast_info) if hasattr(fast_info, '__dict__') else fast_info
+        except:
+            return self.ticker.get_fast_info()
+    
+    # Market Data & History Methods
+    def _get_history(self, **kwargs) -> pd.DataFrame:
+        """Get historical price and volume data"""
+        period = kwargs.get('period', '1y')
+        start_date = kwargs.get('start_date')
+        end_date = kwargs.get('end_date')
+        interval = kwargs.get('interval', '1d')
+        
+        if start_date and end_date:
+            return self.ticker.history(start=start_date, end=end_date, interval=interval)
+        else:
+            return self.ticker.history(period=period, interval=interval)
+    
+    def _get_actions(self, **kwargs) -> pd.DataFrame:
+        """Get dividend and stock split history"""
+        return self.ticker.actions
+    
+    def _get_dividends(self, **kwargs) -> pd.Series:
+        """Get dividend history"""
+        return self.ticker.dividends
+    
+    def _get_splits(self, **kwargs) -> pd.Series:
+        """Get stock split history"""
+        return self.ticker.splits
+    
+    def _get_capital_gains(self, **kwargs) -> pd.Series:
+        """Get capital gains distributions"""
+        return self.ticker.capital_gains
+    
+    # Financial Statements Methods
+    def _get_financials(self, **kwargs) -> pd.DataFrame:
+        """Get annual income statement"""
+        return self.ticker.financials
+    
+    def _get_quarterly_financials(self, **kwargs) -> pd.DataFrame:
+        """Get quarterly income statement"""
+        return self.ticker.quarterly_financials
+    
+    def _get_balance_sheet(self, **kwargs) -> pd.DataFrame:
+        """Get annual balance sheet"""
+        return self.ticker.balance_sheet
+    
+    def _get_quarterly_balance_sheet(self, **kwargs) -> pd.DataFrame:
+        """Get quarterly balance sheet"""
+        return self.ticker.quarterly_balance_sheet
+    
+    def _get_cashflow(self, **kwargs) -> pd.DataFrame:
+        """Get annual cash flow statement"""
+        return self.ticker.cashflow
+    
+    def _get_quarterly_cashflow(self, **kwargs) -> pd.DataFrame:
+        """Get quarterly cash flow statement"""
+        return self.ticker.quarterly_cashflow
+    
+    # Earnings & Analysis Methods
+    def _get_earnings(self, **kwargs) -> pd.DataFrame:
+        """Get historical earnings data"""
+        return self.ticker.earnings
+    
+    def _get_quarterly_earnings(self, **kwargs) -> pd.DataFrame:
+        """Get quarterly earnings data"""
+        return self.ticker.quarterly_earnings
+    
+    def _get_earnings_dates(self, **kwargs) -> pd.DataFrame:
+        """Get earnings dates and estimates"""
+        return self.ticker.earnings_dates
+    
+    def _get_calendar(self, **kwargs) -> Dict:
+        """Get earnings calendar"""
+        return self.ticker.calendar
+    
+    # Recommendations & Analysis Methods
+    def _get_recommendations(self, **kwargs) -> pd.DataFrame:
+        """Get analyst recommendations history"""
+        return self.ticker.recommendations
+    
+    def _get_recommendations_summary(self, **kwargs) -> pd.DataFrame:
+        """Get summary of analyst recommendations"""
+        return self.ticker.recommendations_summary
+    
+    def _get_upgrades_downgrades(self, **kwargs) -> pd.DataFrame:
+        """Get analyst upgrades and downgrades"""
+        return self.ticker.upgrades_downgrades
+    
+    def _get_analysis(self, **kwargs) -> pd.DataFrame:
+        """Get analyst analysis"""
+        return getattr(self.ticker, 'analysis', pd.DataFrame())
+    
+    # Ownership & Holdings Methods
+    def _get_major_holders(self, **kwargs) -> pd.DataFrame:
+        """Get major shareholders"""
+        return self.ticker.major_holders
+    
+    def _get_institutional_holders(self, **kwargs) -> pd.DataFrame:
+        """Get institutional holdings"""
+        return self.ticker.institutional_holders
+    
+    def _get_mutualfund_holders(self, **kwargs) -> pd.DataFrame:
+        """Get mutual fund holdings"""
+        return self.ticker.mutualfund_holders
+    
+    def _get_insider_purchases(self, **kwargs) -> pd.DataFrame:
+        """Get insider purchases"""
+        return getattr(self.ticker, 'insider_purchases', pd.DataFrame())
+    
+    def _get_insider_transactions(self, **kwargs) -> pd.DataFrame:
+        """Get insider transactions"""
+        return getattr(self.ticker, 'insider_transactions', pd.DataFrame())
+    
+    def _get_insider_roster_holders(self, **kwargs) -> pd.DataFrame:
+        """Get insider roster"""
+        return getattr(self.ticker, 'insider_roster_holders', pd.DataFrame())
+    
+    # Additional Data Methods
+    def _get_news(self, **kwargs) -> List[Dict]:
+        """Get latest news"""
+        num_news = kwargs.get('num_news', 5)
+        news = self.ticker.news
+        return news[:num_news] if news else []
+    
+    def _get_sustainability(self, **kwargs) -> pd.DataFrame:
+        """Get ESG sustainability data"""
+        return getattr(self.ticker, 'sustainability', pd.DataFrame())
+    
+    def _get_sec_filings(self, **kwargs) -> pd.DataFrame:
+        """Get SEC filings"""
+        return getattr(self.ticker, 'sec_filings', pd.DataFrame())
+    
+    def _get_shares(self, **kwargs) -> pd.DataFrame:
+        """Get share count data"""
+        return getattr(self.ticker, 'shares', pd.DataFrame())
+    
+    def _get_options(self, **kwargs) -> Dict:
+        """Get options data"""
+        try:
+            option_dates = self.ticker.options
+            if option_dates:
+                # Get the first available expiration date
+                first_expiry = option_dates[0]
+                opt_chain = self.ticker.option_chain(first_expiry)
+                return {
+                    'expiration_dates': list(option_dates),
+                    'calls': opt_chain.calls,
+                    'puts': opt_chain.puts,
+                    'selected_expiry': first_expiry
+                }
+            return {'expiration_dates': [], 'calls': pd.DataFrame(), 'puts': pd.DataFrame()}
+        except:
+            return {'error': 'Options data not available for this ticker'}
+
+
+class FinanceMarkdownFormatter:
+    """Formats finance data into markdown"""
+    
+    @staticmethod
+    def format_finance_data(symbol: str, results: Dict[str, Any], methods: List[str]) -> str:
+        """Format all finance data as markdown"""
+        markdown = f"# 💹 Financial Data for {symbol.upper()}\n\n"
+        
+        for method in methods:
+            data = results.get(method)
+            
+            if isinstance(data, str) and data.startswith('Error'):
+                markdown += f"## ❌ {method.replace('_', ' ').title()}\n{data}\n\n"
+                continue
+                
+            markdown += f"## 📊 {method.replace('_', ' ').title()}\n\n"
+            
+            # Route to appropriate formatter
+            formatter_method = f"_format_{method}"
+            if hasattr(FinanceMarkdownFormatter, formatter_method):
+                formatter = getattr(FinanceMarkdownFormatter, formatter_method)
+                markdown += formatter(data)
+            else:
+                # Generic formatter for unhandled methods
+                markdown += FinanceMarkdownFormatter._format_generic(data)
+                
+            markdown += "\n\n"
+        
+        return markdown.strip()
+    
+    @staticmethod
+    def _format_generic(data: Any) -> str:
+        """Generic formatter for any data type"""
+        if data is None or (hasattr(data, 'empty') and data.empty):
+            return "No data available.\n"
+        
+        if isinstance(data, pd.DataFrame):
+            if len(data) == 0:
+                return "No data available.\n"
+            return f"```\n{data.to_string()}\n```\n"
+        elif isinstance(data, pd.Series):
+            if len(data) == 0:
+                return "No data available.\n"
+            return f"```\n{data.to_string()}\n```\n"
+        elif isinstance(data, (list, dict)):
+            import json
+            return f"```json\n{json.dumps(data, indent=2, default=str)}\n```\n"
+        else:
+            return f"```\n{str(data)}\n```\n"
+    
+    @staticmethod
+    def _format_get_info(info: Dict) -> str:
+        """Format company info as markdown"""
+        if not info:
+            return "No company information available.\n"
+            
+        markdown = ""
+        
+        # Basic company info
+        if 'longName' in info:
+            markdown += f"**Company Name:** {info['longName']}\n"
+        if 'sector' in info:
+            markdown += f"**Sector:** {info['sector']}\n"
+        if 'industry' in info:
+            markdown += f"**Industry:** {info['industry']}\n"
+        if 'website' in info:
+            markdown += f"**Website:** {info['website']}\n"
+        if 'country' in info:
+            markdown += f"**Country:** {info['country']}\n"
+        
+        markdown += "\n### 💰 Financial Metrics\n"
+        
+        # Financial metrics
+        if 'marketCap' in info and info['marketCap']:
+            markdown += f"**Market Cap:** ${info['marketCap']:,.0f}\n"
+        if 'enterpriseValue' in info and info['enterpriseValue']:
+            markdown += f"**Enterprise Value:** ${info['enterpriseValue']:,.0f}\n"
+        if 'totalRevenue' in info and info['totalRevenue']:
+            markdown += f"**Total Revenue:** ${info['totalRevenue']:,.0f}\n"
+        if 'grossMargins' in info and info['grossMargins']:
+            markdown += f"**Gross Margin:** {info['grossMargins']:.2%}\n"
+        if 'profitMargins' in info and info['profitMargins']:
+            markdown += f"**Profit Margin:** {info['profitMargins']:.2%}\n"
+        
+        markdown += "\n### 📈 Stock Price Info\n"
+        
+        # Stock price info
+        if 'currentPrice' in info and info['currentPrice']:
+            markdown += f"**Current Price:** ${info['currentPrice']:.2f}\n"
+        if 'previousClose' in info and info['previousClose']:
+            markdown += f"**Previous Close:** ${info['previousClose']:.2f}\n"
+        if 'fiftyTwoWeekHigh' in info and info['fiftyTwoWeekHigh']:
+            markdown += f"**52 Week High:** ${info['fiftyTwoWeekHigh']:.2f}\n"
+        if 'fiftyTwoWeekLow' in info and info['fiftyTwoWeekLow']:
+            markdown += f"**52 Week Low:** ${info['fiftyTwoWeekLow']:.2f}\n"
+        if 'dividendYield' in info and info['dividendYield']:
+            markdown += f"**Dividend Yield:** {info['dividendYield']:.2%}\n"
+        
+        # Business summary
+        if 'longBusinessSummary' in info:
+            summary = info['longBusinessSummary'][:500]
+            if len(info['longBusinessSummary']) > 500:
+                summary += "..."
+            markdown += f"\n### 📋 Business Summary\n{summary}\n"
+        
+        return markdown
+    
+    @staticmethod
+    def _format_get_fast_info(fast_info) -> str:
+        """Format fast info as markdown"""
+        if not fast_info:
+            return "No fast info available.\n"
+            
+        markdown = ""
+        
+        # Convert to dict if needed
+        if hasattr(fast_info, '__dict__'):
+            data = fast_info.__dict__
+        elif isinstance(fast_info, dict):
+            data = fast_info
+        else:
+            return f"Fast info data: {str(fast_info)}\n"
+        
+        # Format key metrics
+        for key, value in data.items():
+            if value is not None:
+                key_formatted = key.replace('_', ' ').title()
+                if isinstance(value, (int, float)):
+                    if 'price' in key.lower() or 'value' in key.lower():
+                        markdown += f"**{key_formatted}:** ${value:,.2f}\n"
+                    elif 'volume' in key.lower():
+                        markdown += f"**{key_formatted}:** {value:,}\n"
+                    else:
+                        markdown += f"**{key_formatted}:** {value}\n"
+                else:
+                    markdown += f"**{key_formatted}:** {value}\n"
+        
+        return markdown
+    
+    @staticmethod
+    def _format_get_history(history: pd.DataFrame) -> str:
+        """Format historical data as markdown"""
+        if history.empty:
+            return "No historical data available.\n"
+        
+        markdown = f"**Period:** {history.index.min().strftime('%Y-%m-%d')} to {history.index.max().strftime('%Y-%m-%d')}\n"
+        markdown += f"**Total Records:** {len(history)}\n\n"
+        
+        # Determine how much data to show based on total records
+        total_records = len(history)
+        if total_records <= 30:
+            # Show all data if 30 records or less
+            display_data = history
+            markdown += f"### 📈 Historical Data (All {total_records} Records)\n\n"
+        else:
+            # Show recent 30 records for larger datasets
+            display_data = history.tail(30)
+            markdown += f"### 📈 Recent Data (Last 30 Records)\n\n"
+        
+        markdown += "| Date | Open | High | Low | Close | Volume |\n"
+        markdown += "|------|------|------|-----|-------|--------|\n"
+        
+        for date, row in display_data.iterrows():
+            markdown += f"| {date.strftime('%Y-%m-%d')} | ${row['Open']:.2f} | ${row['High']:.2f} | ${row['Low']:.2f} | ${row['Close']:.2f} | {row['Volume']:,} |\n"
+        
+        # Summary statistics
+        markdown += "\n### 📊 Summary Statistics\n"
+        markdown += f"**Highest Price:** ${history['High'].max():.2f}\n"
+        markdown += f"**Lowest Price:** ${history['Low'].min():.2f}\n"
+        markdown += f"**Average Volume:** {history['Volume'].mean():,.0f}\n"
+        markdown += f"**Total Volume:** {history['Volume'].sum():,}\n"
+        
+        return markdown
+    
+    @staticmethod
+    def _format_get_news(news: List[Dict]) -> str:
+        """Format news data as markdown"""
+        if not news:
+            return "No news available.\n"
+            
+        markdown = f"**Total News Articles:** {len(news)}\n\n"
+        for i, article in enumerate(news, 1):
+            if isinstance(article, dict):
+                # Handle new yfinance news structure with nested 'content'
+                content = article.get('content', article)  # Fallback to article itself for backwards compatibility
+                
+                # Extract title
+                title = (content.get('title') or
+                        content.get('headline') or
+                        content.get('summary') or
+                        article.get('title') or  # Fallback to old format
+                        'No title available')
+                
+                # Extract content type if available
+                content_type = content.get('contentType', '')
+                type_emoji = "🎥" if content_type == "VIDEO" else "📰"
+                
+                # Extract link/URL - try new nested structure first
+                link = ''
+                if 'canonicalUrl' in content and isinstance(content['canonicalUrl'], dict):
+                    link = content['canonicalUrl'].get('url', '')
+                elif 'clickThroughUrl' in content and isinstance(content['clickThroughUrl'], dict):
+                    link = content['clickThroughUrl'].get('url', '')
+                else:
+                    # Fallback to old format
+                    link = (content.get('link') or
+                           content.get('url') or
+                           content.get('guid') or
+                           article.get('link') or '')
+                
+                # Extract publisher - try new nested structure first
+                publisher = 'Unknown'
+                if 'provider' in content and isinstance(content['provider'], dict):
+                    publisher = content['provider'].get('displayName', 'Unknown')
+                else:
+                    # Fallback to old format
+                    publisher = (content.get('publisher') or
+                               content.get('source') or
+                               content.get('author') or
+                               article.get('publisher') or
+                               'Unknown')
+                
+                # Extract publication time
+                publish_time = (content.get('pubDate') or
+                              content.get('providerPublishTime') or
+                              content.get('timestamp') or
+                              content.get('published') or
+                              article.get('providerPublishTime') or '')
+                
+                # Format the article
+                markdown += f"### {type_emoji} {i}. {title}\n"
+                if content_type:
+                    markdown += f"**Type:** {content_type}\n"
+                markdown += f"**Publisher:** {publisher}\n"
+                
+                if publish_time:
+                    try:
+                        # Handle different timestamp formats
+                        if isinstance(publish_time, (int, float)):
+                            dt = datetime.fromtimestamp(publish_time)
+                            markdown += f"**Published:** {dt.strftime('%Y-%m-%d %H:%M')}\n"
+                        elif isinstance(publish_time, str):
+                            # Try to parse ISO format first (new format)
+                            try:
+                                if publish_time.endswith('Z'):
+                                    dt = datetime.fromisoformat(publish_time.replace('Z', '+00:00'))
+                                    markdown += f"**Published:** {dt.strftime('%Y-%m-%d %H:%M UTC')}\n"
+                                else:
+                                    # Try to parse as Unix timestamp
+                                    publish_time_int = int(float(publish_time))
+                                    dt = datetime.fromtimestamp(publish_time_int)
+                                    markdown += f"**Published:** {dt.strftime('%Y-%m-%d %H:%M')}\n"
+                            except:
+                                markdown += f"**Published:** {publish_time}\n"
+                    except Exception as e:
+                        # If timestamp parsing fails, show raw value
+                        markdown += f"**Published:** {publish_time}\n"
+                
+                if link:
+                    markdown += f"**Link:** {link}\n"
+                
+                # Add summary or description if available
+                summary = (content.get('summary') or
+                          content.get('description') or
+                          content.get('snippet') or
+                          article.get('summary') or '')
+                if summary and summary != title:
+                    # Clean HTML tags from description if present
+                    import re
+                    clean_summary = re.sub(r'<[^>]+>', '', summary)
+                    clean_summary = re.sub(r'\s+', ' ', clean_summary).strip()
+                    
+                    # Limit summary length
+                    if len(clean_summary) > 300:
+                        clean_summary = clean_summary[:300] + "..."
+                    markdown += f"**Summary:** {clean_summary}\n"
+                
+                # Add metadata if available
+                if 'metadata' in content and isinstance(content['metadata'], dict):
+                    if content['metadata'].get('editorsPick'):
+                        markdown += f"**Editor's Pick:** ✅\n"
+                
+                markdown += "\n"
+        
+        return markdown
+    
+    @staticmethod
+    def _format_get_dividends(dividends: pd.Series) -> str:
+        """Format dividend data as markdown"""
+        if dividends.empty:
+            return "No dividend data available.\n"
+
+        markdown = f"**Total Dividends Recorded:** {len(dividends)}\n"
+        markdown += f"**Date Range:** {dividends.index.min().strftime('%Y-%m-%d')} to {dividends.index.max().strftime('%Y-%m-%d')}\n\n"
+
+        # Recent dividends (last 10)
+        recent_dividends = dividends.tail(10)
+        markdown += "### 💰 Recent Dividends\n\n"
+        markdown += "| Date | Dividend Amount |\n"
+        markdown += "|------|----------------|\n"
+        
+        for date, amount in recent_dividends.items():
+            markdown += f"| {date.strftime('%Y-%m-%d')} | ${amount:.4f} |\n"
+        
+        # Summary
+        markdown += f"\n**Total Dividends Paid:** ${dividends.sum():.4f}\n"
+        markdown += f"**Average Dividend:** ${dividends.mean():.4f}\n"
+        if len(dividends) > 1:
+            yearly_frequency = len(dividends) / ((dividends.index.max() - dividends.index.min()).days / 365.25)
+            markdown += f"**Estimated Annual Frequency:** {yearly_frequency:.1f} times per year\n"
+        
+        return markdown
+    
+    @staticmethod
+    def _format_get_recommendations(recommendations: pd.DataFrame) -> str:
+        """Format recommendations as markdown"""
+        if recommendations.empty:
+            return "No recommendations available.\n"
+            
+        markdown = f"**Total Recommendations:** {len(recommendations)}\n\n"
+        
+        # Recent recommendations (last 15)
+        recent_recs = recommendations.tail(15)
+        markdown += "### 📊 Recent Analyst Recommendations\n\n"
+        markdown += "| Date | Firm | To Grade | From Grade | Action |\n"
+        markdown += "|------|------|----------|------------|--------|\n"
+        
+        for _, rec in recent_recs.iterrows():
+            date = rec.get('Date', 'N/A')
+            firm = rec.get('Firm', 'N/A')
+            to_grade = rec.get('To Grade', 'N/A')
+            from_grade = rec.get('From Grade', 'N/A')
+            action = rec.get('Action', 'N/A')
+            
+            markdown += f"| {date} | {firm} | {to_grade} | {from_grade} | {action} |\n"
+        
+        return markdown
+    
+    @staticmethod
+    def _format_get_earnings(earnings: pd.DataFrame) -> str:
+        """Format earnings as markdown"""
+        if earnings.empty:
+            return "No earnings data available.\n"
+            
+        markdown = "### 💼 Annual Earnings History\n\n"
+        markdown += "| Year | Revenue | Earnings |\n"
+        markdown += "|------|---------|----------|\n"
+        
+        for year, row in earnings.iterrows():
+            revenue = row.get('Revenue', 'N/A')
+            earnings_val = row.get('Earnings', 'N/A')
+            
+            # Format numbers if they're numeric
+            if isinstance(revenue, (int, float)):
+                revenue = f"${revenue:,.0f}"
+            if isinstance(earnings_val, (int, float)):
+                earnings_val = f"${earnings_val:,.0f}"
+            
+            markdown += f"| {year} | {revenue} | {earnings_val} |\n"
+        
+        return markdown

vibe_surf/tools/report_writer_tools.py

@@ -2,11 +2,12 @@ from browser_use.tools.registry.service import Registry
 from vibe_surf.tools.vibesurf_tools import VibeSurfTools
 from vibe_surf.tools.file_system import CustomFileSystem
 from browser_use.tools.views import NoParamsAction
+from vibe_surf.tools.vibesurf_registry import VibeSurfRegistry
 
 
 class ReportWriterTools(VibeSurfTools):
     def __init__(self, exclude_actions: list[str] = []):
-        self.registry = Registry(exclude_actions)
+        self.registry = VibeSurfRegistry(exclude_actions)
         self._register_file_actions()
         self._register_done_action()