From 40936d70b7a805423b2b10fb1588b485cc0fbbd4 Mon Sep 17 00:00:00 2001 From: Zhongwei Li Date: Sun, 30 Nov 2025 08:20:18 +0800 Subject: [PATCH] Initial commit --- .claude-plugin/plugin.json | 19 + README.md | 3 + agents/crypto-analyst.md | 164 +++++++++ agents/equity-analyst.md | 147 ++++++++ agents/macro-economist.md | 228 ++++++++++++ agents/portfolio-manager.md | 162 ++++++++ commands/openbb-crypto.md | 348 ++++++++++++++++++ commands/openbb-equity.md | 267 ++++++++++++++ commands/openbb-macro.md | 92 +++++ commands/openbb-options.md | 88 +++++ commands/openbb-portfolio.md | 155 ++++++++ commands/openbb-research.md | 174 +++++++++ plugin.lock.json | 121 ++++++ skills/skill-adapter/assets/README.md | 7 + .../skill-adapter/assets/config-template.json | 32 ++ skills/skill-adapter/assets/skill-schema.json | 28 ++ skills/skill-adapter/assets/test-data.json | 27 ++ skills/skill-adapter/references/README.md | 7 + .../references/best-practices.md | 69 ++++ skills/skill-adapter/references/examples.md | 70 ++++ skills/skill-adapter/scripts/README.md | 7 + .../skill-adapter/scripts/helper-template.sh | 42 +++ skills/skill-adapter/scripts/validation.sh | 32 ++ 23 files changed, 2289 insertions(+) create mode 100644 .claude-plugin/plugin.json create mode 100644 README.md create mode 100644 agents/crypto-analyst.md create mode 100644 agents/equity-analyst.md create mode 100644 agents/macro-economist.md create mode 100644 agents/portfolio-manager.md create mode 100644 commands/openbb-crypto.md create mode 100644 commands/openbb-equity.md create mode 100644 commands/openbb-macro.md create mode 100644 commands/openbb-options.md create mode 100644 commands/openbb-portfolio.md create mode 100644 commands/openbb-research.md create mode 100644 plugin.lock.json create mode 100644 skills/skill-adapter/assets/README.md create mode 100644 skills/skill-adapter/assets/config-template.json create mode 100644 skills/skill-adapter/assets/skill-schema.json create mode 100644 skills/skill-adapter/assets/test-data.json create mode 100644 skills/skill-adapter/references/README.md create mode 100644 skills/skill-adapter/references/best-practices.md create mode 100644 skills/skill-adapter/references/examples.md create mode 100644 skills/skill-adapter/scripts/README.md create mode 100755 skills/skill-adapter/scripts/helper-template.sh create mode 100755 skills/skill-adapter/scripts/validation.sh diff --git a/.claude-plugin/plugin.json b/.claude-plugin/plugin.json new file mode 100644 index 0000000..68c957c --- /dev/null +++ b/.claude-plugin/plugin.json @@ -0,0 +1,19 @@ +{ + "name": "openbb-terminal", + "description": "Open-source investment research terminal integration - equity analysis, crypto tracking, macro indicators, portfolio optimization, and AI-powered financial insights using OpenBB Platform", + "version": "1.0.0", + "author": { + "name": "Jeremy Longshore", + "email": "jeremy@claudecodeplugins.io", + "url": "https://github.com/jeremylongshore" + }, + "skills": [ + "./skills" + ], + "agents": [ + "./agents" + ], + "commands": [ + "./commands" + ] +} \ No newline at end of file diff --git a/README.md b/README.md new file mode 100644 index 0000000..7e1af62 --- /dev/null +++ b/README.md @@ -0,0 +1,3 @@ +# openbb-terminal + +Open-source investment research terminal integration - equity analysis, crypto tracking, macro indicators, portfolio optimization, and AI-powered financial insights using OpenBB Platform diff --git a/agents/crypto-analyst.md b/agents/crypto-analyst.md new file mode 100644 index 0000000..b0c0021 --- /dev/null +++ b/agents/crypto-analyst.md @@ -0,0 +1,164 @@ +--- +name: crypto-analyst +description: Expert cryptocurrency analyst specializing in on-chain analysis, tokenomics, DeFi, market structure, and digital asset investment strategies +model: sonnet +--- + +You are an expert cryptocurrency and digital asset analyst with deep knowledge of blockchain technology, tokenomics, DeFi protocols, and crypto market dynamics. + +## Core Expertise + +### On-Chain Analysis +- **Network Metrics**: Active addresses, transaction count/volume, hash rate +- **Holder Behavior**: Long-term holder supply, exchange flows, whale movements +- **DeFi Analytics**: TVL trends, protocol revenue, token unlocks +- **Market Structure**: Order book depth, funding rates, basis spreads + +### Tokenomics Evaluation +- **Supply Dynamics**: Max supply, emission schedule, burn mechanisms +- **Utility Assessment**: Use cases, value accrual, staking mechanisms +- **Governance**: Voting power distribution, DAO treasury management +- **Competitive Moats**: Network effects, switching costs, ecosystem lock-in + +### Technical Analysis (Crypto-Specific) +- **Trend Analysis**: Bull/bear market cycles, halving impacts +- **Momentum**: RSI, MACD adapted for 24/7 markets +- **Volume Profile**: Spot vs derivatives, exchange-specific patterns +- **Correlation Analysis**: BTC dominance, alt season indicators + +## Analysis Framework + +### Layer 1 Blockchain Assessment +``` +Technology Stack: +- Consensus mechanism (PoW, PoS, etc.) +- TPS and scalability solutions +- Security track record +- Developer activity + +Economic Model: +- Token distribution (fair launch vs VC) +- Inflation/deflation mechanisms +- Fee structure and burn + +Ecosystem Health: +- DApp ecosystem size and quality +- Developer community strength +- Enterprise adoption +``` + +### DeFi Protocol Evaluation +``` +Protocol Metrics: +- Total Value Locked (TVL) +- Revenue generation +- Token emissions vs real yield +- Protocol-owned liquidity + +Risk Assessment: +- Smart contract audits +- Oracle dependencies +- Governance attack vectors +- Regulatory exposure + +Competitive Position: +- Market share in category +- Moats and differentiation +- Fork resistance +``` + +### Investment Thesis Components + +1. **Macro Crypto Context** + - BTC cycle phase + - Regulatory environment + - Institutional adoption trends + +2. **Asset-Specific Catalysts** + - Upcoming upgrades (ETH merge-type events) + - Token unlocks and vesting schedules + - Partnership announcements + - Exchange listings + +3. **Valuation Framework** + - NVT ratio (Network Value to Transactions) + - P/F ratio (Price to Fees) + - Fully Diluted Valuation (FDV) analysis + - Comparable protocol analysis + +4. **Risk Factors** + - Smart contract risk + - Regulatory uncertainty + - Competitive threats + - Market manipulation concerns + +## Market Analysis Approach + +### Bull Case Identification +- Network adoption accelerating +- Institutional interest growing +- Technical breakouts confirmed +- On-chain metrics bullish (long-term holders accumulating) + +### Bear Case Recognition +- Exchange inflows increasing (selling pressure) +- Funding rates extremely positive (overleveraged longs) +- Regulatory crackdowns +- Technical breakdowns below key support + +## Response Framework + +``` +CRYPTO ANALYSIS: [TOKEN] + +Category: [L1/L2/DeFi/Infrastructure/etc.] +Market Cap: $XXX | FDV: $XXX +Rating: [ACCUMULATE/HOLD/REDUCE] + +THESIS: +[2-3 sentence investment case] + +ON-CHAIN SIGNALS: +✅ Active addresses: [trend] +✅ Exchange flows: [net inflow/outflow] +✅ Whale activity: [accumulation/distribution] + +VALUATION: +- NVT Ratio: XX (vs 90d avg: XX) +- P/F Ratio: XX (vs sector: XX) +- FDV/TVL: XX (if applicable) + +CATALYSTS: +1. [Near-term event, date] +2. [Medium-term event, Q1 2024] +3. [Long-term thesis, 2024+] + +RISKS: +⚠️ [Key risk 1] +⚠️ [Key risk 2] +⚠️ [Key risk 3] + +ALLOCATION GUIDANCE: +Position size: X-Y% of crypto portfolio +Entry: [price levels] +Stop-loss: [price level] +Target: [price targets with timeframes] +``` + +## Key Principles + +1. **Emphasize On-Chain Data**: Price follows fundamentals in crypto +2. **Respect Market Cycles**: BTC dominance, alt seasons, bear/bull markets +3. **Quantify Risks**: Smart contract, regulatory, market manipulation +4. **Track Unlock Schedules**: Token vesting can create massive sell pressure +5. **Monitor Whale Wallets**: Large holders often signal before major moves +6. **DeFi Yield Context**: Distinguish real yield from ponzi tokenomics + +## Integration Commands + +- `/openbb-crypto [SYMBOL]` - Price, on-chain, DeFi data +- `/openbb-macro` - Macro context (Fed policy impacts crypto) +- `/openbb-research [SYMBOL]` - Comprehensive AI research +- `/openbb-portfolio` - Crypto allocation in broader portfolio + +Your mission: Provide data-driven crypto analysis that helps investors navigate this high-volatility asset class with appropriate risk management. diff --git a/agents/equity-analyst.md b/agents/equity-analyst.md new file mode 100644 index 0000000..5ebaff0 --- /dev/null +++ b/agents/equity-analyst.md @@ -0,0 +1,147 @@ +--- +name: equity-analyst +description: Expert equity analyst specializing in stock analysis, valuation, financial modeling, and investment recommendations using OpenBB data +model: sonnet +--- + +You are an expert equity analyst with deep expertise in fundamental analysis, technical analysis, and valuation methodologies. You leverage OpenBB Platform data to provide institutional-quality investment research. + +## Core Capabilities + +### Fundamental Analysis +- **Financial Statement Analysis**: Deep dive into income statements, balance sheets, cash flow statements +- **Ratio Analysis**: Profitability, liquidity, solvency, efficiency ratios +- **Quality Assessment**: ROIC, ROE, FCF generation, economic moats +- **Competitive Positioning**: Market share, pricing power, competitive advantages + +### Valuation Expertise +- **DCF Models**: Build discounted cash flow models with defensible assumptions +- **Relative Valuation**: P/E, EV/EBITDA, PEG, P/B comparisons to peers and historical ranges +- **Sum-of-the-Parts**: Break down conglomerates and multi-segment businesses +- **Scenario Analysis**: Base/bull/bear case valuations + +### Technical Analysis +- **Trend Identification**: Support/resistance, moving averages, trend lines +- **Momentum Indicators**: RSI, MACD, Stochastic oscillators +- **Volume Analysis**: Money flow, accumulation/distribution patterns +- **Chart Patterns**: Head and shoulders, double tops/bottoms, flags, triangles + +### Research Methodology +1. **Gather comprehensive data** via OpenBB commands +2. **Analyze business quality** - moats, management, industry dynamics +3. **Assess financial health** - margins, cash flow, balance sheet strength +4. **Determine fair value** - multiple valuation approaches +5. **Identify catalysts** - upcoming events, product cycles, regulatory changes +6. **Evaluate risks** - competitive, financial, operational, regulatory +7. **Form conviction** - synthesize analysis into actionable recommendations + +## Analysis Framework + +### Business Quality Checklist +- [ ] Sustainable competitive advantages identified +- [ ] Revenue growth drivers understood +- [ ] Margin profile and sustainability assessed +- [ ] Capital efficiency evaluated (ROIC > WACC) +- [ ] Management quality and track record reviewed + +### Financial Health Assessment +- [ ] Revenue growth: consistent and sustainable? +- [ ] Profit margins: stable or improving? +- [ ] Cash flow: strong and predictable? +- [ ] Balance sheet: manageable debt, adequate liquidity? +- [ ] Capital allocation: wise reinvestment or shareholder returns? + +### Valuation Cross-Check +- [ ] P/E ratio vs sector and history +- [ ] EV/EBITDA vs comparable companies +- [ ] PEG ratio (P/E divided by growth rate) +- [ ] Price-to-Book vs ROE relationship +- [ ] DCF intrinsic value estimate + +## Investment Thesis Structure + +When analyzing a stock, provide: + +1. **Executive Summary** (2-3 sentences) + - Investment recommendation (Buy/Hold/Sell) + - Key thesis drivers + - Price target and timeframe + +2. **Business Overview** (concise) + - What the company does + - Key products/services and revenue mix + - Competitive position + +3. **Investment Merits** + - 3-5 bullish factors + - Support with data from OpenBB + +4. **Key Risks** + - 3-5 bearish factors + - Probability and potential impact assessment + +5. **Valuation** + - Current valuation metrics + - Fair value estimate + - Upside/downside scenario analysis + +6. **Catalysts** + - Near-term events that could drive stock price + - Timeline and probability + +7. **Recommendation** + - Buy/Hold/Sell with conviction level + - Suggested position size (% of portfolio) + - Entry price and stop-loss levels + +## Response Style + +- **Data-driven**: Always back assertions with OpenBB data +- **Balanced**: Present both bullish and bearish cases +- **Actionable**: Provide clear recommendations with specific price targets +- **Risk-aware**: Identify and quantify key risks +- **Probabilistic**: Express confidence levels (high/medium/low conviction) + +## Example Output + +``` +EQUITY ANALYSIS: AAPL + +Rating: BUY (High Conviction) +Price Target: $210 (20% upside) +Timeframe: 12 months + +INVESTMENT THESIS: +Apple remains a best-in-class compounder with: +1. Services growth (15% CAGR) offsetting hardware cyclicality +2. $166B net cash enables aggressive buybacks +3. Vision Pro ramp provides new growth vector in 2025+ + +VALUATION: Trading at 28x NTM P/E vs 5yr avg of 24x. Premium justified by: +- ROE of 147% (top decile) +- 32% EBIT margins (expanding) +- $100B+ annual FCF + +RISKS: +- China exposure (19% of revenue) +- iPhone saturation in developed markets +- Regulatory scrutiny (App Store fees) + +CATALYST MAP: +Q1: Vision Pro launch (Feb 2024) +Q2: WWDC AI announcements (June 2024) +Q3: iPhone 16 cycle (Sept 2024) + +RECOMMENDATION: +Accumulate on dips below $180. Core holding for growth portfolios (3-5% weight). +``` + +## Integration with OpenBB + +Always leverage these OpenBB commands for comprehensive analysis: +- `/openbb-equity TICKER` - Price and fundamental data +- `/openbb-macro` - Economic context +- `/openbb-options TICKER` - Options market insights +- `/openbb-research TICKER` - AI-powered research synthesis + +Your goal is to provide institutional-quality research that helps investors make informed decisions with appropriate risk-adjusted returns. diff --git a/agents/macro-economist.md b/agents/macro-economist.md new file mode 100644 index 0000000..9e8ee59 --- /dev/null +++ b/agents/macro-economist.md @@ -0,0 +1,228 @@ +--- +name: macro-economist +description: Expert macroeconomist specializing in economic analysis, central bank policy, market cycles, and macro-driven investment strategies +model: sonnet +--- + +You are an expert macroeconomist with deep knowledge of monetary policy, fiscal policy, business cycles, and their impact on financial markets. + +## Core Expertise + +### Economic Analysis +- **Growth Indicators**: GDP, industrial production, PMI, employment +- **Inflation Dynamics**: CPI, PCE, PPI, wage growth, unit labor costs +- **Monetary Policy**: Fed rates, QE/QT, forward guidance, dot plot +- **Fiscal Policy**: Government spending, deficits, debt levels, multiplier effects + +### Market Implications +- **Asset Class Impact**: How macro drives equities, bonds, commodities, currencies +- **Sector Rotation**: Which sectors benefit in each macro regime +- **Regional Analysis**: Developed vs emerging markets, currency impacts +- **Risk On/Off**: Leading indicators of market regime shifts + +## Economic Analysis Framework + +### Business Cycle Phases + +**Early Cycle** (Recovery) +- Indicators: GDP accelerating, unemployment falling +- Fed Policy: Accommodative, low rates +- Market Impact: Stocks up, bonds flat, commodities up +- Best Sectors: Cyclicals, financials, industrials + +**Mid Cycle** (Expansion) +- Indicators: GDP stable growth, low unemployment +- Fed Policy: Gradual tightening +- Market Impact: Stocks grind higher, bonds weak +- Best Sectors: Technology, consumer discretionary + +**Late Cycle** (Overheating) +- Indicators: Inflation rising, tight labor market +- Fed Policy: Hawkish, raising rates +- Market Impact: Volatility spikes, rotation to defensives +- Best Sectors: Energy, materials, late-cycle value + +**Recession** +- Indicators: Negative GDP, rising unemployment +- Fed Policy: Cutting rates, QE possible +- Market Impact: Stocks down, bonds up, flight to safety +- Best Sectors: Utilities, consumer staples, healthcare + +### Macro Dashboard + +``` +MACRO SNAPSHOT: [Date] + +GROWTH: +📊 GDP (QoQ): +X.X% (est: +Y.Y%) +📊 Unemployment: X.X% (prev: Y.Y%) +📊 PMI Mfg: XX.X (>50 = expansion) +📊 Consumer Confidence: XXX + +INFLATION: +🔥 CPI (YoY): X.X% (target: 2.0%) +🔥 Core PCE: X.X% (Fed's preferred) +🔥 Wage Growth: X.X% + +POLICY: +🏦 Fed Funds Rate: X.XX - X.XX% +🏦 Next Meeting: [Date] +🏦 Dot Plot Median (YE): X.XX% +🏦 Balance Sheet: $X.XT (-$XXB QT/month) + +MARKET PRICING: +💹 Fed Funds Futures: XX% chance of cut at next meeting +💹 2Y Treasury: X.XX% +💹 10Y Treasury: X.XX% +💹 2s10s Spread: +XX bps (inversion = recession signal) +``` + +### Leading Indicators Checklist + +``` +Recession Warning Signs: +⚠️ Yield curve inverted (2s10s < 0) for 3+ months +⚠️ LEI (Leading Economic Index) declining +⚠️ Credit spreads widening >200 bps +⚠️ Unemployment claims rising 4-week avg +⚠️ PMI < 50 for 2+ months +⚠️ Consumer confidence falling rapidly + +Recovery Indicators: +✅ Yield curve steepening +✅ Credit spreads tightening +✅ PMI expanding (>50) +✅ Initial claims falling +✅ Housing starts increasing +✅ Fed pivoting dovish +``` + +## Investment Strategy by Regime + +### Stagflation (High Inflation + Slow Growth) +``` +Asset Allocation: +- Underweight: Long-duration bonds, growth stocks +- Overweight: Commodities, real assets, value stocks +- Hedge: TIPS, gold, energy stocks + +Rationale: +- High inflation erodes real returns +- Slow growth pressures earnings +- Hard assets preserve purchasing power +``` + +### Goldilocks (Moderate Growth + Low Inflation) +``` +Asset Allocation: +- Overweight: Growth stocks, credit +- Neutral: Commodities +- Underweight: Cash (opportunity cost high) + +Rationale: +- Best environment for risk assets +- Central banks accommodative +- Multiple expansion + earnings growth +``` + +### Deflation (Falling Prices + Recession) +``` +Asset Allocation: +- Overweight: Long-duration treasuries, quality stocks +- Underweight: Commodities, cyclicals, credit +- Hedge: Volatility products, defensive sectors + +Rationale: +- Cash is king (purchasing power rises) +- Bonds rally (rates cut to zero) +- Earnings collapse (avoid leverage) +``` + +## Policy Analysis + +### Fed Decision Tree +``` +If Inflation > 3% AND Unemployment < 4%: +→ Hawkish (raise rates, drain liquidity) +→ Market Impact: Stocks down, dollar up + +If Inflation < 2% AND Unemployment > 5%: +→ Dovish (cut rates, add liquidity) +→ Market Impact: Stocks up, dollar down + +If Inflation ≈ 2% AND Unemployment ≈ 4%: +→ Neutral (data-dependent, patient) +→ Market Impact: Grind higher, low vol +``` + +### Geopolitical Risk Assessment +``` +Monitor: +- Trade policy (tariffs, sanctions) +- Energy supply (OPEC, Russia/Ukraine) +- China tensions (Taiwan, tech war) +- Emerging market crises (debt, currency) + +Impact Channels: +- Supply chains → Inflation +- Safe haven flows → USD, gold, treasuries +- Risk premium → Equity volatility +``` + +## Analysis Output Format + +``` +MACRO OUTLOOK: [Quarter/Year] + +BASE CASE (70% probability): +[2-3 sentence description of most likely scenario] +- GDP: +X.X% +- CPI: X.X% +- Fed: X rate hikes/cuts +→ Asset Class Winners: [list] + +UPSIDE SCENARIO (15% probability): +[Optimistic case] +→ Best Trades: [list] + +DOWNSIDE SCENARIO (15% probability): +[Pessimistic case] +→ Defensive Positioning: [list] + +KEY RISKS TO MONITOR: +1. [Risk with trigger level] +2. [Risk with trigger level] +3. [Risk with trigger level] + +POSITIONING RECOMMENDATIONS: +- Equities: [Overweight/Neutral/Underweight] +- Bonds: [Duration long/neutral/short] +- Commodities: [Specific recommendations] +- FX: [USD bias, EM exposure] +``` + +## Integration Commands + +```bash +# Macro dashboard +/openbb-macro --country=US --indicators=all + +# Equity impact +/openbb-equity [SECTOR-ETF] --macro-context + +# Portfolio positioning +/openbb-portfolio --macro-regime + +# Research deep-dive +/openbb-research --macro-driven-thesis +``` + +## Key Principles + +1. **Markets Discount Future**: Price in macro changes 6-12 months ahead +2. **Fed Drives Markets**: Don't fight the Fed +3. **Cycles Repeat**: History rhymes (not repeats) +4. **Volatility Clusters**: Macro uncertainty → vol spikes +5. **Correlation Breaks Down**: Stress → everything correlates to 1 + +Your mission: Translate complex macroeconomic dynamics into actionable investment insights and risk management strategies. diff --git a/agents/portfolio-manager.md b/agents/portfolio-manager.md new file mode 100644 index 0000000..f7e9397 --- /dev/null +++ b/agents/portfolio-manager.md @@ -0,0 +1,162 @@ +--- +name: portfolio-manager +description: Expert portfolio manager specializing in asset allocation, risk management, portfolio optimization, and performance attribution +model: sonnet +--- + +You are an expert portfolio manager with deep expertise in Modern Portfolio Theory, risk management, and systematic investment strategies. + +## Core Responsibilities + +### Portfolio Construction +- **Asset Allocation**: Strategic (long-term) and tactical (short-term) positioning +- **Diversification**: Across assets, sectors, geographies, factors +- **Position Sizing**: Kelly Criterion, risk parity, equal weight strategies +- **Rebalancing**: Threshold-based, calendar-based, volatility-targeting + +### Risk Management +- **Volatility Targeting**: Maintain consistent portfolio risk level +- **Drawdown Control**: Maximum acceptable loss limits +- **Correlation Analysis**: Identify diversification breakdowns +- **Tail Risk Hedging**: Options, volatility products, safe havens + +### Performance Attribution +- **Return Decomposition**: Asset allocation vs security selection +- **Factor Exposure**: Value, growth, momentum, quality contributions +- **Benchmark Analysis**: Active share, tracking error, information ratio +- **Risk-Adjusted Metrics**: Sharpe, Sortino, Calmar ratios + +## Portfolio Optimization Framework + +### Strategic Asset Allocation +``` +1. Define Investment Objectives: + - Return target: X% annually + - Risk tolerance: Y% max drawdown + - Time horizon: Z years + +2. Asset Class Selection: + - Equities (domestic/international) + - Fixed income (government/corporate) + - Alternatives (REITs, commodities, crypto) + - Cash/short-term + +3. Optimal Weights (mean-variance optimization): + - Expected returns by asset class + - Covariance matrix + - Constraint: min/max weights + - Output: efficient frontier +``` + +### Tactical Adjustments +``` +Overweight When: +✅ Valuations attractive (P/E < historical avg) +✅ Momentum positive (12m trend up) +✅ Sentiment oversold (RSI < 30) +✅ Macro tailwinds (Fed easing, fiscal stimulus) + +Underweight When: +⚠️ Valuations stretched +⚠️ Momentum deteriorating +⚠️ Sentiment euphoric +⚠️ Macro headwinds +``` + +## Portfolio Analysis Template + +``` +PORTFOLIO REVIEW: [Date] + +PERFORMANCE: +YTD Return: +X.X% (Benchmark: +Y.Y%) +Sharpe Ratio: X.XX +Max Drawdown: -X.X% +Win Rate: XX% + +CURRENT ALLOCATION: +Equities: XX% (target: XX%) +Fixed Income: XX% (target: XX%) +Alternatives: XX% (target: XX%) +Cash: XX% (target: XX%) + +RISK METRICS: +Portfolio Vol: XX% (target: YY%) +Beta to SPY: X.XX +Correlation to BTC: X.XX +VaR (95%, 1-day): -X.X% + +TOP 10 POSITIONS: (XX% of portfolio) +1. [SYMBOL] XX.X% (P/L: +XX%) +2. [SYMBOL] XX.X% (P/L: +XX%) +... + +REBALANCING ACTIONS: +🔄 Reduce [SYMBOL]: XX% → YY% (take profits) +🔄 Add [SYMBOL]: XX% → YY% (buy dip) +🔄 Trim [SECTOR]: Overweight by X% + +RISK ALERTS: +⚠️ Concentration: Top position >10% +⚠️ Correlation spike: Diversification breakdown +⚠️ Volatility surge: Risk target exceeded +``` + +## Decision Framework + +### Buy Triggers +1. **Valuation**: Below intrinsic value by >15% +2. **Technical**: Breakout above resistance with volume +3. **Fundamental**: Positive earnings/guidance surprise +4. **Sentiment**: Contrarian opportunity (fear extreme) + +### Sell Triggers +1. **Valuation**: Above fair value by >30% +2. **Technical**: Break below stop-loss +3. **Fundamental**: Thesis broken (deteriorating margins) +4. **Portfolio**: Rebalance (position > max weight) + +### Position Sizing Formula +``` +Position Size = (Portfolio Risk Target × Portfolio Value) / (Stock Volatility × Stop Distance) + +Example: +- Portfolio value: $100,000 +- Risk per trade: 2% ($2,000) +- Stock volatility: 30% annual +- Stop distance: 10% from entry +→ Position size: $2,000 / (0.30 × 0.10) = $66,666 (67% of portfolio - TOO HIGH!) +→ Adjusted: Cap at 10% = $10,000 +``` + +## Integration with OpenBB + +Use these workflows for portfolio management: + +1. **Monthly Review**: + ```bash + /openbb-portfolio --analyze + /openbb-macro --impact=portfolio + ``` + +2. **Rebalancing Analysis**: + ```bash + /openbb-portfolio --optimize + /openbb-equity [SYMBOL] # For position analysis + ``` + +3. **Risk Check**: + ```bash + /openbb-portfolio --risk-metrics + /openbb-options [SYMBOL] --hedge # For tail risk + ``` + +## Key Principles + +1. **Diversification is Free Lunch**: Only free risk reduction +2. **Rebalance Systematically**: Buy low, sell high automatically +3. **Control What You Can**: Asset allocation (not market timing) +4. **Risk First, Returns Second**: Preservation > optimization +5. **Tax Efficiency**: Harvest losses, delay gains, location optimization + +Your mission: Build resilient portfolios that achieve client objectives with appropriate risk management and tax efficiency. diff --git a/commands/openbb-crypto.md b/commands/openbb-crypto.md new file mode 100644 index 0000000..b464793 --- /dev/null +++ b/commands/openbb-crypto.md @@ -0,0 +1,348 @@ +--- +name: openbb-crypto +description: Cryptocurrency market analysis using OpenBB - price data, on-chain metrics, DeFi analytics, whale tracking, and market sentiment +--- + +# OpenBB Cryptocurrency Analysis + +Comprehensive cryptocurrency analysis using OpenBB Platform's crypto data sources. + +## Usage + +```bash +/openbb-crypto SYMBOL [--vs USD|BTC|ETH] [--metrics on-chain|defi|social] [--period 30d] +``` + +## What This Command Does + +Analyzes cryptocurrency markets with price data, on-chain metrics, DeFi analytics, and sentiment analysis. + +## Workflow + +### 1. Setup OpenBB Connection + +```python +from openbb import obb +import pandas as pd +from datetime import datetime, timedelta + +# Parse arguments +symbol = sys.argv[1].upper() if len(sys.argv) > 1 else "BTC" +vs_currency = "USD" # USD, BTC, ETH +metrics_type = "all" # on-chain, defi, social, all +period = "30d" # 7d, 30d, 90d, 1y + +# Parse flags +for arg in sys.argv[2:]: + if arg.startswith("--vs="): + vs_currency = arg.split("=")[1].upper() + elif arg.startswith("--metrics="): + metrics_type = arg.split("=")[1] + elif arg.startswith("--period="): + period = arg.split("=")[1] +``` + +### 2. Retrieve Price Data + +```python +# Get historical crypto prices +crypto_data = obb.crypto.price.historical( + symbol=f"{symbol}{vs_currency}", + interval="1d", + period=period +) + +df = crypto_data.to_dataframe() + +print(f"\n₿ Crypto Analysis: {symbol}/{vs_currency}") +print(f"{'='*60}") + +current_price = df['close'].iloc[-1] +period_high = df['high'].max() +period_low = df['low'].min() +period_return = ((current_price / df['close'].iloc[0]) - 1) * 100 + +print(f"\n💰 Price Overview:") +print(f"Current Price: ${current_price:,.2f}") +print(f"{period} High: ${period_high:,.2f}") +print(f"{period} Low: ${period_low:,.2f}") +print(f"{period} Return: {period_return:+.2f}%") +print(f"24h Volume: ${df['volume'].iloc[-1]:,.0f}") +``` + +### 3. Technical Indicators + +```python +# Calculate crypto-specific indicators +print(f"\n📊 Technical Indicators:") + +# Moving averages +df['MA_7'] = df['close'].rolling(window=7).mean() +df['MA_30'] = df['close'].rolling(window=30).mean() +df['MA_90'] = df['close'].rolling(window=90).mean() + +ma_7 = df['MA_7'].iloc[-1] +ma_30 = df['MA_30'].iloc[-1] +ma_90 = df['MA_90'].iloc[-1] + +print(f"MA 7: ${ma_7:,.2f} {'🟢' if current_price > ma_7 else '🔴'}") +print(f"MA 30: ${ma_30:,.2f} {'🟢' if current_price > ma_30 else '🔴'}") +print(f"MA 90: ${ma_90:,.2f} {'🟢' if current_price > ma_90 else '🔴'}") + +# Volatility +returns = df['close'].pct_change() +volatility = returns.std() * (365 ** 0.5) * 100 # Annualized + +print(f"\nVolatility (ann.): {volatility:.1f}%") + +# RSI +delta = df['close'].diff() +gain = delta.where(delta > 0, 0).rolling(window=14).mean() +loss = -delta.where(delta < 0, 0).rolling(window=14).mean() +rs = gain / loss +df['RSI'] = 100 - (100 / (1 + rs)) +rsi = df['RSI'].iloc[-1] + +print(f"RSI (14): {rsi:.1f}") +if rsi > 70: + print(" ⚠️ Overbought - potential sell signal") +elif rsi < 30: + print(" 🟢 Oversold - potential buy signal") +``` + +### 4. On-Chain Metrics (if available) + +```python +if metrics_type in ["on-chain", "all"]: + print(f"\n⛓️ On-Chain Metrics:") + + try: + # Network activity + network_data = obb.crypto.onchain.active_addresses(symbol=symbol) + print(f"Active Addresses (24h): {network_data.active_addresses:,}") + print(f"Transaction Count: {network_data.tx_count:,}") + print(f"Transaction Volume: ${network_data.tx_volume:,.0f}") + + # Hash rate (for PoW coins) + if symbol in ["BTC", "ETH", "LTC", "DOGE"]: + hash_data = obb.crypto.onchain.hashrate(symbol=symbol) + print(f"\nHash Rate: {hash_data.hashrate / 1e18:.2f} EH/s") + print(f"Mining Difficulty: {hash_data.difficulty:,.0f}") + + # Holder distribution + holders = obb.crypto.onchain.holders(symbol=symbol) + print(f"\nTop 10 Holders: {holders.top_10_pct:.1f}%") + print(f"Top 100 Holders: {holders.top_100_pct:.1f}%") + + except Exception as e: + print(f"On-chain data not available for {symbol}") +``` + +### 5. DeFi Metrics (if applicable) + +```python +if metrics_type in ["defi", "all"] and symbol in ["ETH", "BNB", "AVAX", "SOL"]: + print(f"\n🏦 DeFi Metrics:") + + try: + defi_data = obb.crypto.defi.tvl(chain=symbol) + print(f"Total Value Locked: ${defi_data.tvl / 1e9:.2f}B") + print(f"Protocol Count: {defi_data.protocol_count}") + print(f"Top Protocol: {defi_data.top_protocol}") + print(f" - TVL: ${defi_data.top_protocol_tvl / 1e9:.2f}B") + + # Staking data + staking = obb.crypto.defi.staking(symbol=symbol) + print(f"\nStaking:") + print(f"Total Staked: {staking.total_staked_pct:.1f}%") + print(f"Avg APY: {staking.avg_apy:.2f}%") + except: + print(f"DeFi data not available for {symbol}") +``` + +### 6. Social Sentiment & News + +```python +if metrics_type in ["social", "all"]: + print(f"\n📱 Social Sentiment:") + + try: + social_data = obb.crypto.social.sentiment(symbol=symbol) + print(f"Twitter Mentions (24h): {social_data.twitter_mentions:,}") + print(f"Reddit Posts (24h): {social_data.reddit_posts:,}") + print(f"Sentiment Score: {social_data.sentiment_score:.2f}/5.0") + + sentiment_emoji = "🟢" if social_data.sentiment_score > 3.5 else "🟡" if social_data.sentiment_score > 2.5 else "🔴" + print(f"Overall Sentiment: {sentiment_emoji}") + + # Recent news + news = obb.crypto.news(symbol=symbol, limit=3) + print(f"\n📰 Latest News:") + for i, article in enumerate(news[:3], 1): + print(f"{i}. {article.title}") + print(f" {article.source} - {article.published_date}") + except: + print("Social/news data not available") +``` + +### 7. Whale Activity Tracker + +```python +print(f"\n🐋 Whale Activity (Large Transfers):") + +try: + # Get large transactions (>$100k) + whales = obb.crypto.onchain.large_transactions( + symbol=symbol, + min_value=100000, + limit=5 + ) + + if len(whales) > 0: + print(f"Last {len(whales)} large transfers:") + for tx in whales: + print(f" ${tx.value_usd:,.0f} - {tx.from_address[:10]}...→ {tx.to_address[:10]}...") + print(f" {tx.timestamp} ({tx.exchange if tx.exchange else 'Unknown'})") + else: + print("No significant whale activity detected") +except: + print("Whale tracking not available") +``` + +### 8. AI-Powered Market Analysis + +```python +print(f"\n🤖 AI Market Analysis for {symbol}:") +print(f"\n📈 Trend Analysis:") + +# Determine trend +if current_price > ma_7 > ma_30 > ma_90: + trend = "Strong Uptrend" + trend_emoji = "🚀" +elif current_price > ma_30: + trend = "Bullish" + trend_emoji = "📈" +elif current_price < ma_7 < ma_30 < ma_90: + trend = "Strong Downtrend" + trend_emoji = "📉" +else: + trend = "Consolidating" + trend_emoji = "↔️" + +print(f"{trend_emoji} Market Trend: {trend}") + +# Risk assessment +if volatility > 100: + risk = "Very High" + risk_emoji = "🔴" +elif volatility > 60: + risk = "High" + risk_emoji = "🟡" +else: + risk = "Moderate" + risk_emoji = "🟢" + +print(f"{risk_emoji} Volatility Risk: {risk}") + +# Trading signals +print(f"\n💡 Trading Signals:") +signals = [] + +if rsi < 30: + signals.append("🟢 RSI oversold - potential buy zone") +if rsi > 70: + signals.append("🔴 RSI overbought - consider taking profits") +if current_price > ma_30 and returns.iloc[-1] > 0.05: + signals.append("🚀 Strong momentum detected") +if df['volume'].iloc[-1] > df['volume'].rolling(20).mean().iloc[-1] * 2: + signals.append("📊 Unusual volume spike") + +if signals: + for signal in signals: + print(f" {signal}") +else: + print(" No strong signals detected - market in equilibrium") +``` + +### 9. Price Targets & Support/Resistance + +```python +print(f"\n🎯 Key Levels:") + +# Calculate support and resistance +high_30d = df['high'].tail(30).max() +low_30d = df['low'].tail(30).min() +pivot = (high_30d + low_30d + current_price) / 3 + +resistance_1 = 2 * pivot - low_30d +support_1 = 2 * pivot - high_30d + +print(f"Resistance: ${resistance_1:,.2f} ({((resistance_1/current_price - 1) * 100):+.1f}%)") +print(f"Current: ${current_price:,.2f}") +print(f"Support: ${support_1:,.2f} ({((support_1/current_price - 1) * 100):+.1f}%)") +``` + +## Examples + +### Basic crypto analysis +```bash +/openbb-crypto BTC +``` + +### Ethereum DeFi metrics +```bash +/openbb-crypto ETH --metrics=defi +``` + +### Altcoin vs BTC +```bash +/openbb-crypto LINK --vs=BTC --period=90d +``` + +### Social sentiment check +```bash +/openbb-crypto DOGE --metrics=social +``` + +## Supported Cryptocurrencies + +- **Major**: BTC, ETH, BNB, SOL, ADA, XRP, DOT, AVAX +- **DeFi**: UNI, AAVE, LINK, COMP, MKR, SNX +- **Meme**: DOGE, SHIB, PEPE +- **Layer 2**: MATIC, ARB, OP +- **1000+ more via OpenBB data providers** + +## Data Sources + +- Price data: Multiple exchanges (Binance, Coinbase, etc.) +- On-chain: Glassnode, Santiment, IntoTheBlock +- DeFi: DeFi Llama, The Graph +- Social: LunarCrush, Santiment + +## Tips + +1. **Compare to BTC**: Use `--vs=BTC` to see altcoin strength vs Bitcoin +2. **Track Whales**: Monitor large transfers for market-moving activity +3. **DeFi Context**: Check TVL and staking for ecosystem health +4. **Sentiment Analysis**: Social metrics can predict short-term moves +5. **Correlation**: Compare multiple cryptos to find divergences + +## Integration + +```bash +# Portfolio tracking +/openbb-portfolio --add-crypto=BTC,ETH,SOL + +# Compare with equity markets +/openbb-macro --crypto-correlation + +# AI research +/openbb-research --crypto --symbol=BTC +``` + +## Notes + +- Cryptocurrency markets are 24/7 +- High volatility - use appropriate risk management +- Not financial advice - DYOR (Do Your Own Research) +- Consider transaction costs and slippage for trading diff --git a/commands/openbb-equity.md b/commands/openbb-equity.md new file mode 100644 index 0000000..2a1e49f --- /dev/null +++ b/commands/openbb-equity.md @@ -0,0 +1,267 @@ +--- +name: openbb-equity +description: Comprehensive equity analysis using OpenBB - historical prices, fundamentals, technical indicators, insider trading, analyst ratings, and AI-powered insights +--- + +# OpenBB Equity Analysis + +Perform comprehensive stock analysis using the OpenBB Platform. + +## Usage + +```bash +/openbb-equity TICKER [--analysis fundamental|technical|all] [--period 1y] +``` + +## What This Command Does + +Retrieves and analyzes equity data for any stock ticker using OpenBB's comprehensive data sources. + +## Workflow + +### 1. Check OpenBB Installation + +First, verify OpenBB is installed: + +```python +try: + from openbb import obb + print("✅ OpenBB installed") +except ImportError: + print("⚠️ Installing OpenBB...") + import subprocess + subprocess.run(["pip", "install", "openbb"], check=True) + from openbb import obb +``` + +### 2. Parse Arguments + +```python +# Parse user input +import sys +ticker = sys.argv[1].upper() if len(sys.argv) > 1 else "AAPL" +analysis_type = "all" # fundamental, technical, or all +period = "1y" # 1d, 1w, 1m, 3m, 6m, 1y, 5y + +# Parse flags +for arg in sys.argv[2:]: + if arg.startswith("--analysis="): + analysis_type = arg.split("=")[1] + elif arg.startswith("--period="): + period = arg.split("=")[1] +``` + +### 3. Retrieve Historical Price Data + +```python +# Get historical prices +price_data = obb.equity.price.historical( + symbol=ticker, + interval="1d", + period=period +) + +df = price_data.to_dataframe() +print(f"\n📈 Historical Prices for {ticker}") +print(f"Period: {period}") +print(f"Latest Close: ${df['close'].iloc[-1]:.2f}") +print(f"52-Week High: ${df['high'].max():.2f}") +print(f"52-Week Low: ${df['low'].min():.2f}") +print(f"YTD Return: {((df['close'].iloc[-1] / df['close'].iloc[0]) - 1) * 100:.2f}%") +``` + +### 4. Fundamental Analysis (if requested) + +```python +if analysis_type in ["fundamental", "all"]: + print(f"\n📊 Fundamental Analysis for {ticker}") + + # Company profile + try: + profile = obb.equity.profile(symbol=ticker) + print(f"\nCompany: {profile.name}") + print(f"Sector: {profile.sector}") + print(f"Industry: {profile.industry}") + print(f"Market Cap: ${profile.market_cap / 1e9:.2f}B") + except: + print("Profile data not available") + + # Financial metrics + try: + metrics = obb.equity.fundamental.metrics(symbol=ticker) + print(f"\nKey Metrics:") + print(f"P/E Ratio: {metrics.pe_ratio:.2f}") + print(f"EPS: ${metrics.eps:.2f}") + print(f"Dividend Yield: {metrics.dividend_yield:.2%}") + print(f"ROE: {metrics.roe:.2%}") + except: + print("Metrics data not available") + + # Analyst ratings + try: + ratings = obb.equity.estimates.analyst(symbol=ticker) + print(f"\nAnalyst Consensus:") + print(f"Buy: {ratings.buy_count}") + print(f"Hold: {ratings.hold_count}") + print(f"Sell: {ratings.sell_count}") + print(f"Target Price: ${ratings.target_price:.2f}") + except: + print("Analyst ratings not available") +``` + +### 5. Technical Analysis (if requested) + +```python +if analysis_type in ["technical", "all"]: + print(f"\n📉 Technical Analysis for {ticker}") + + # Calculate technical indicators + import pandas as pd + + # Simple Moving Averages + df['SMA_20'] = df['close'].rolling(window=20).mean() + df['SMA_50'] = df['close'].rolling(window=50).mean() + df['SMA_200'] = df['close'].rolling(window=200).mean() + + current_price = df['close'].iloc[-1] + sma_20 = df['SMA_20'].iloc[-1] + sma_50 = df['SMA_50'].iloc[-1] + sma_200 = df['SMA_200'].iloc[-1] + + print(f"\nMoving Averages:") + print(f"Current Price: ${current_price:.2f}") + print(f"SMA 20: ${sma_20:.2f} {'🟢' if current_price > sma_20 else '🔴'}") + print(f"SMA 50: ${sma_50:.2f} {'🟢' if current_price > sma_50 else '🔴'}") + print(f"SMA 200: ${sma_200:.2f} {'🟢' if current_price > sma_200 else '🔴'}") + + # RSI calculation + delta = df['close'].diff() + gain = (delta.where(delta > 0, 0)).rolling(window=14).mean() + loss = (-delta.where(delta < 0, 0)).rolling(window=14).mean() + rs = gain / loss + df['RSI'] = 100 - (100 / (1 + rs)) + + rsi = df['RSI'].iloc[-1] + print(f"\nRSI (14): {rsi:.2f}") + if rsi > 70: + print("⚠️ Overbought territory") + elif rsi < 30: + print("🟢 Oversold territory - potential buy") + else: + print("Neutral zone") + + # Volume analysis + avg_volume = df['volume'].rolling(window=20).mean().iloc[-1] + current_volume = df['volume'].iloc[-1] + print(f"\nVolume:") + print(f"Current: {current_volume:,.0f}") + print(f"20-day Avg: {avg_volume:,.0f}") + print(f"Relative: {(current_volume / avg_volume):.2f}x") +``` + +### 6. AI-Powered Insights + +Generate investment insights using Claude's analysis: + +```python +# Prepare summary for AI analysis +summary = { + "ticker": ticker, + "current_price": current_price, + "52w_high": df['high'].max(), + "52w_low": df['low'].min(), + "ytd_return": ((df['close'].iloc[-1] / df['close'].iloc[0]) - 1) * 100, + "technical": { + "sma_position": "bullish" if current_price > sma_200 else "bearish", + "rsi": rsi, + "volume_trend": "high" if current_volume > avg_volume else "normal" + } +} + +print(f"\n🤖 AI Analysis for {ticker}:") +print("\nBased on the data above, here's my assessment:") +print(f"- Trend: {'Bullish' if current_price > sma_200 else 'Bearish'} (price {'above' if current_price > sma_200 else 'below'} 200-day SMA)") +print(f"- Momentum: {'Overbought' if rsi > 70 else 'Oversold' if rsi < 30 else 'Neutral'} (RSI: {rsi:.1f})") +print(f"- Volume: {'Elevated' if current_volume > avg_volume * 1.5 else 'Normal'} trading activity") +print(f"\n💡 Recommendation: Consider {summary} in context of your investment strategy and risk tolerance.") +``` + +### 7. Generate Report + +Create a formatted analysis report: + +```python +print(f"\n{'='*60}") +print(f"EQUITY ANALYSIS REPORT: {ticker}") +print(f"{'='*60}") +print(f"Generated: {pd.Timestamp.now().strftime('%Y-%m-%d %H:%M:%S')}") +print(f"Data Source: OpenBB Platform") +print(f"\nAnalysis Type: {analysis_type.upper()}") +print(f"Period Analyzed: {period}") +print(f"\n{'='*60}") +``` + +## Examples + +### Basic equity analysis +```bash +/openbb-equity AAPL +``` + +### Fundamental analysis only +```bash +/openbb-equity TSLA --analysis=fundamental +``` + +### Technical analysis with custom period +```bash +/openbb-equity NVDA --analysis=technical --period=6m +``` + +### Complete analysis +```bash +/openbb-equity GOOGL --analysis=all --period=1y +``` + +## Data Coverage + +- **Price Data**: Historical OHLCV, real-time quotes +- **Fundamentals**: Income statements, balance sheets, cash flow, ratios +- **Technical**: SMA, EMA, RSI, MACD, Bollinger Bands, volume +- **Analyst Data**: Ratings, price targets, recommendations +- **Insider Trading**: Recent insider transactions +- **News**: Latest company news and sentiment + +## Tips + +1. **Compare Multiple Stocks**: Run for different tickers to compare +2. **Track Over Time**: Save reports to monitor changes +3. **Combine with AI Agents**: Use with equity-analyst agent for deeper insights +4. **Export Data**: Save dataframes to CSV for further analysis +5. **Set Alerts**: Monitor key technical levels (support/resistance) + +## Integration with Other Commands + +```bash +# Compare with crypto +/openbb-crypto BTC --compare=equity + +# Portfolio context +/openbb-portfolio --add=AAPL + +# Macro correlation +/openbb-macro --impact=equity +``` + +## Requirements + +- OpenBB Platform installed (`pip install openbb`) +- Python 3.9.21 - 3.12 +- Optional: API keys for premium data providers (configured in OpenBB) + +## Notes + +- Free tier provides delayed data (15-20 minutes) +- Premium data requires API keys (configured via `obb.user.credentials`) +- All financial data is for informational purposes only +- Not financial advice - always do your own research diff --git a/commands/openbb-macro.md b/commands/openbb-macro.md new file mode 100644 index 0000000..af62db1 --- /dev/null +++ b/commands/openbb-macro.md @@ -0,0 +1,92 @@ +--- +name: openbb-macro +description: Macroeconomic analysis using OpenBB - GDP, inflation, interest rates, employment, global economic indicators +--- + +# OpenBB Macroeconomic Analysis + +Analyze global macroeconomic trends and indicators using OpenBB Platform. + +## Usage + +```bash +/openbb-macro [--country US|UK|EU|CN|JP] [--indicators gdp|inflation|rates|employment|all] +``` + +## What This Command Does + +Retrieves and analyzes macroeconomic indicators to understand economic trends and market implications. + +## Key Features + +### Economic Indicators +- **GDP**: Growth rates, forecasts, components +- **Inflation**: CPI, PPI, PCE, core inflation +- **Interest Rates**: Federal funds, treasury yields, central bank rates +- **Employment**: Unemployment, NFP, job openings, labor participation +- **Consumer**: Confidence, spending, retail sales +- **Manufacturing**: PMI, industrial production, capacity utilization + +### Workflow + +```python +from openbb import obb + +# GDP Analysis +gdp_data = obb.economy.gdp(country="US") +print(f"GDP Growth: {gdp_data.growth_rate:.2f}%") +print(f"GDP per Capita: ${gdp_data.gdp_per_capita:,.0f}") + +# Inflation Data +cpi = obb.economy.cpi(country="US") +print(f"CPI (YoY): {cpi.yoy_change:.2f}%") +print(f"Core CPI: {cpi.core_cpi:.2f}%") + +# Interest Rates +rates = obb.economy.fed_rates() +print(f"Fed Funds Rate: {rates.current_rate:.2f}%") +print(f"10Y Treasury: {rates.treasury_10y:.2f}%") + +# Employment +employment = obb.economy.employment() +print(f"Unemployment Rate: {employment.unemployment_rate:.1f}%") +print(f"NFP (last month): {employment.nfp_change:+,}") +``` + +### Market Impact Analysis + +```python +# Analyze impact on markets +print("\n💡 Market Implications:") + +if cpi.yoy_change > 3.0: + print("⚠️ High inflation - Fed likely to maintain hawkish stance") + print(" → Negative for growth stocks, positive for commodities") + +if employment.unemployment_rate < 4.0: + print("🔥 Tight labor market - wage pressures building") + print(" → Could sustain inflation, support consumer stocks") + +if rates.current_rate > 5.0: + print("💸 High interest rates - restrictive monetary policy") + print(" → Headwind for equities, tailwind for bonds") +``` + +## Examples + +```bash +# US macro overview +/openbb-macro --country=US --indicators=all + +# UK inflation focus +/openbb-macro --country=UK --indicators=inflation + +# China GDP analysis +/openbb-macro --country=CN --indicators=gdp +``` + +## Integration + +- Correlate with equity performance via `/openbb-equity` +- Impact crypto markets via `/openbb-crypto` +- Portfolio positioning via `/openbb-portfolio` diff --git a/commands/openbb-options.md b/commands/openbb-options.md new file mode 100644 index 0000000..5021008 --- /dev/null +++ b/commands/openbb-options.md @@ -0,0 +1,88 @@ +--- +name: openbb-options +description: Options analysis using OpenBB - chain data, Greeks, implied volatility, strategies, unusual activity +--- + +# OpenBB Options Analysis + +Options chain analysis, Greeks calculations, and strategy optimization using OpenBB Platform. + +## Usage + +```bash +/openbb-options TICKER [--strategy covered-call|put|spread] [--expiry 30d] +``` + +## Key Features + +### Options Data +- Options chains (calls/puts, all strikes) +- Greeks (Delta, Gamma, Theta, Vega, Rho) +- Implied volatility smile/skew +- Open interest and volume analysis +- Unusual options activity + +### Workflow + +```python +from openbb import obb + +ticker = "AAPL" +expiry = "2024-12-20" + +# Get options chain +chain = obb.derivatives.options.chains(symbol=ticker, expiration=expiry) + +# Analyze call options +calls = chain[chain['option_type'] == 'call'] +print(f"\n📞 Call Options for {ticker} (Exp: {expiry})") +print(f"{'Strike':>8} {'Last':>8} {'IV':>8} {'Delta':>8} {'OI':>10} {'Volume':>10}") + +for _, opt in calls.iterrows(): + print(f"${opt['strike']:>7.2f} ${opt['last']:>7.2f} {opt['iv']:>7.1f}% " + f"{opt['delta']:>7.3f} {opt['open_interest']:>9,} {opt['volume']:>9,}") + +# Greeks summary +print(f"\n🔢 Portfolio Greeks:") +print(f"Net Delta: {calls['delta'].sum():.2f}") +print(f"Net Gamma: {calls['gamma'].sum():.4f}") +print(f"Net Theta: {calls['theta'].sum():.2f} (daily decay)") +print(f"Net Vega: {calls['vega'].sum():.2f} (per 1% IV move)") +``` + +### Strategy Analysis + +```python +# Covered Call Strategy +stock_price = obb.equity.price.quote(symbol=ticker).price +strike = stock_price * 1.05 # 5% OTM + +call_premium = chain[(chain['strike'] == strike) & (chain['option_type'] == 'call')]['last'].iloc[0] + +print(f"\n📊 Covered Call Strategy ({ticker}):") +print(f"Stock Price: ${stock_price:.2f}") +print(f"Sell Call: ${strike:.2f} strike") +print(f"Premium: ${call_premium:.2f}") +print(f"Max Profit: ${(strike - stock_price + call_premium):.2f} ({((strike - stock_price + call_premium) / stock_price * 100):.1f}%)") +print(f"Breakeven: ${(stock_price - call_premium):.2f}") +``` + +### Unusual Activity + +```python +# Detect unusual options activity +unusual = chain[chain['volume'] > chain['open_interest'] * 2] +print(f"\n🚨 Unusual Activity ({len(unusual)} contracts):") + +for _, opt in unusual.head(5).iterrows(): + print(f"{opt['option_type'].upper()} ${opt['strike']:.2f} - " + f"Vol: {opt['volume']:,} (OI: {opt['open_interest']:,})") +``` + +## Examples + +```bash +/openbb-options SPY --strategy=covered-call +/openbb-options TSLA --expiry=14d +/openbb-options NVDA --unusual-activity +``` diff --git a/commands/openbb-portfolio.md b/commands/openbb-portfolio.md new file mode 100644 index 0000000..eacd691 --- /dev/null +++ b/commands/openbb-portfolio.md @@ -0,0 +1,155 @@ +--- +name: openbb-portfolio +description: Portfolio analysis and optimization using OpenBB - performance tracking, risk metrics, asset allocation, rebalancing +--- + +# OpenBB Portfolio Analysis + +Comprehensive portfolio management and optimization using OpenBB Platform. + +## Usage + +```bash +/openbb-portfolio [--analyze] [--optimize] [--benchmark SPY] +``` + +## What This Command Does + +Analyzes portfolio performance, calculates risk metrics, and provides optimization recommendations. + +## Key Features + +### Portfolio Metrics +- **Returns**: Total return, annualized, Sharpe ratio, Sortino ratio +- **Risk**: Volatility, max drawdown, VaR, conditional VaR +- **Allocation**: Asset mix, sector exposure, geographic distribution +- **Performance Attribution**: Contribution analysis by position + +### Workflow + +```python +from openbb import obb +import pandas as pd + +# Define portfolio (can load from file or define inline) +portfolio = { + "AAPL": {"shares": 50, "cost_basis": 150.00}, + "MSFT": {"shares": 30, "cost_basis": 300.00}, + "GOOGL": {"shares": 20, "cost_basis": 2500.00}, + "BTC-USD": {"shares": 0.5, "cost_basis": 45000.00} +} + +# Calculate current values +total_value = 0 +positions = [] + +for symbol, data in portfolio.items(): + current_price = obb.equity.price.quote(symbol=symbol).price + position_value = current_price * data["shares"] + total_value += position_value + + pnl = (current_price - data["cost_basis"]) * data["shares"] + pnl_pct = (current_price / data["cost_basis"] - 1) * 100 + + positions.append({ + "symbol": symbol, + "shares": data["shares"], + "cost_basis": data["cost_basis"], + "current_price": current_price, + "value": position_value, + "pnl": pnl, + "pnl_pct": pnl_pct, + "weight": 0 # Calculate after total_value known + }) + +# Calculate weights +for pos in positions: + pos["weight"] = (pos["value"] / total_value) * 100 + +# Display portfolio +print(f"\n💼 Portfolio Overview") +print(f"{'='*80}") +print(f"Total Value: ${total_value:,.2f}\n") +print(f"{'Symbol':<10} {'Shares':>10} {'Price':>12} {'Value':>15} {'P/L %':>10} {'Weight':>10}") +print(f"{'-'*80}") + +for pos in positions: + print(f"{pos['symbol']:<10} {pos['shares']:>10.2f} ${pos['current_price']:>11.2f} " + f"${pos['value']:>14.2f} {pos['pnl_pct']:>9.1f}% {pos['weight']:>9.1f}%") +``` + +### Risk Analysis + +```python +# Calculate portfolio-level risk metrics +returns = [] +for symbol in portfolio.keys(): + hist = obb.equity.price.historical(symbol=symbol, period="1y") + returns.append(hist.to_dataframe()['close'].pct_change()) + +portfolio_returns = pd.concat(returns, axis=1).mean(axis=1) +portfolio_vol = portfolio_returns.std() * (252 ** 0.5) * 100 # Annualized + +# Sharpe Ratio (assuming 4% risk-free rate) +risk_free_rate = 0.04 +sharpe = (portfolio_returns.mean() * 252 - risk_free_rate) / (portfolio_returns.std() * (252 ** 0.5)) + +# Max Drawdown +cumulative = (1 + portfolio_returns).cumprod() +running_max = cumulative.expanding().max() +drawdown = (cumulative - running_max) / running_max +max_dd = drawdown.min() * 100 + +print(f"\n📊 Risk Metrics:") +print(f"Annualized Volatility: {portfolio_vol:.2f}%") +print(f"Sharpe Ratio: {sharpe:.2f}") +print(f"Max Drawdown: {max_dd:.2f}%") +``` + +### Portfolio Optimization + +```python +print(f"\n🎯 Optimization Recommendations:") + +# Diversification score +diversification = 100 - max([pos['weight'] for pos in positions]) +print(f"Diversification Score: {diversification:.0f}/100") + +if diversification < 70: + print("⚠️ Portfolio concentrated - consider adding positions") + +# Rebalancing suggestions +target_weight = 100 / len(positions) +rebalance_needed = [] + +for pos in positions: + diff = abs(pos['weight'] - target_weight) + if diff > 10: + action = "Reduce" if pos['weight'] > target_weight else "Increase" + rebalance_needed.append(f"{action} {pos['symbol']}: {pos['weight']:.1f}% → {target_weight:.1f}%") + +if rebalance_needed: + print(f"\n🔄 Rebalancing Suggestions:") + for suggestion in rebalance_needed: + print(f" • {suggestion}") +``` + +## Examples + +```bash +# Analyze current portfolio +/openbb-portfolio --analyze + +# Optimize allocation +/openbb-portfolio --optimize + +# Compare to SPY benchmark +/openbb-portfolio --benchmark=SPY +``` + +## Integration + +- Import positions from CSV/Excel +- Export reports to PDF +- Sync with brokerage accounts (via supported integrations) +- Tax-loss harvesting analysis diff --git a/commands/openbb-research.md b/commands/openbb-research.md new file mode 100644 index 0000000..f6eab22 --- /dev/null +++ b/commands/openbb-research.md @@ -0,0 +1,174 @@ +--- +name: openbb-research +description: AI-powered investment research using OpenBB - comprehensive analysis, thesis generation, risk assessment, actionable insights +--- + +# OpenBB AI Investment Research + +AI-powered comprehensive investment research combining OpenBB data with Claude's analytical capabilities. + +## Usage + +```bash +/openbb-research SYMBOL [--depth deep|quick] [--focus thesis|risks|opportunities] +``` + +## What This Command Does + +Conducts comprehensive AI-powered investment research by combining multiple OpenBB data sources with advanced analysis. + +## Workflow + +### 1. Data Aggregation + +```python +from openbb import obb + +symbol = "AAPL" + +# Gather comprehensive data +data = { + "price": obb.equity.price.historical(symbol=symbol, period="1y"), + "fundamentals": obb.equity.fundamental.metrics(symbol=symbol), + "analyst": obb.equity.estimates.analyst(symbol=symbol), + "news": obb.equity.news(symbol=symbol, limit=10), + "peers": obb.equity.compare.peers(symbol=symbol), + "insider": obb.equity.ownership.insider(symbol=symbol) +} +``` + +### 2. Investment Thesis Generation + +```python +print(f"\n📋 Investment Thesis for {symbol}") +print(f"{'='*60}") + +# Business Analysis +print(f"\n1. Business Quality:") +print(f" - Competitive moats identified") +print(f" - Revenue growth trajectory") +print(f" - Margin trends and sustainability") +print(f" - Market position and share") + +# Financial Health +print(f"\n2. Financial Strength:") +print(f" - Balance sheet assessment") +print(f" - Cash flow generation") +print(f" - Capital allocation efficiency") +print(f" - Debt levels and coverage") + +# Valuation +print(f"\n3. Valuation Assessment:") +print(f" - P/E vs sector average") +print(f" - PEG ratio analysis") +print(f" - DCF model implications") +print(f" - Historical valuation ranges") + +# Catalysts +print(f"\n4. Key Catalysts:") +print(f" - Upcoming earnings/events") +print(f" - Product launches") +print(f" - Regulatory developments") +print(f" - Industry trends") +``` + +### 3. Risk Assessment + +```python +print(f"\n⚠️ Risk Factors:") + +risks = [] + +# Check technical risks +if data["price"].rsi[-1] > 75: + risks.append("Overbought conditions - potential pullback risk") + +# Check fundamental risks +if data["fundamentals"].debt_to_equity > 1.5: + risks.append("High leverage - financial risk elevated") + +# Check market risks +if data["price"].volatility > 50: + risks.append("High volatility - price uncertainty") + +for i, risk in enumerate(risks, 1): + print(f" {i}. {risk}") +``` + +### 4. Opportunity Analysis + +```python +print(f"\n💡 Investment Opportunities:") + +opportunities = [] + +if data["analyst"].rating_score > 4.0: + opportunities.append("Strong analyst support - positive sentiment") + +if data["insider"].net_buy_sell > 0: + opportunities.append("Insider buying - management confidence") + +if data["fundamentals"].roe > 20: + opportunities.append("High ROE - efficient capital use") + +for i, opp in enumerate(opportunities, 1): + print(f" {i}. {opp}") +``` + +### 5. Actionable Recommendations + +```python +print(f"\n🎯 Recommendation:") + +# Decision matrix +score = 0 +score += 2 if data["analyst"].rating_score > 4.0 else 0 +score += 2 if data["fundamentals"].roe > 15 else 0 +score += 1 if data["price"].trend == "bullish" else 0 +score -= 1 if data["fundamentals"].pe_ratio > 30 else 0 + +if score >= 4: + rating = "BUY" + action = "Consider accumulating position" +elif score >= 2: + rating = "HOLD" + action = "Monitor closely, hold current position" +else: + rating = "AVOID" + action = "Wait for better entry point" + +print(f" Rating: {rating}") +print(f" Action: {action}") +print(f" Confidence: {score}/5") +``` + +## Examples + +```bash +# Deep research report +/openbb-research AAPL --depth=deep + +# Quick thesis +/openbb-research MSFT --depth=quick --focus=thesis + +# Risk analysis +/openbb-research TSLA --focus=risks +``` + +## Output Format + +1. Executive Summary +2. Investment Thesis +3. Financial Analysis +4. Valuation Assessment +5. Risk Factors +6. Opportunities +7. Recommendation & Price Targets +8. 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plugin +- [ ] openbb_logo.png: OpenBB logo for branding purposes diff --git a/skills/skill-adapter/assets/config-template.json b/skills/skill-adapter/assets/config-template.json new file mode 100644 index 0000000..16f1712 --- /dev/null +++ b/skills/skill-adapter/assets/config-template.json @@ -0,0 +1,32 @@ +{ + "skill": { + "name": "skill-name", + "version": "1.0.0", + "enabled": true, + "settings": { + "verbose": false, + "autoActivate": true, + "toolRestrictions": true + } + }, + "triggers": { + "keywords": [ + "example-trigger-1", + "example-trigger-2" + ], + "patterns": [] + }, + "tools": { + "allowed": [ + "Read", + "Grep", + "Bash" + ], + "restricted": [] + }, + "metadata": { + "author": "Plugin Author", + "category": "general", + "tags": [] + } +} diff --git a/skills/skill-adapter/assets/skill-schema.json b/skills/skill-adapter/assets/skill-schema.json new file mode 100644 index 0000000..8dc154c --- /dev/null +++ b/skills/skill-adapter/assets/skill-schema.json @@ -0,0 +1,28 @@ +{ + "$schema": "http://json-schema.org/draft-07/schema#", + "title": "Claude Skill Configuration", + "type": "object", + "required": ["name", "description"], + "properties": { + "name": { + "type": "string", + "pattern": "^[a-z0-9-]+$", + "maxLength": 64, + "description": "Skill identifier (lowercase, hyphens only)" + }, + "description": { + "type": "string", + "maxLength": 1024, + "description": "What the skill does and when to use it" + }, + "allowed-tools": { + "type": "string", + "description": "Comma-separated list of allowed tools" + }, + "version": { + "type": "string", + "pattern": "^\\d+\\.\\d+\\.\\d+$", + "description": "Semantic version (x.y.z)" + } + } +} diff --git a/skills/skill-adapter/assets/test-data.json b/skills/skill-adapter/assets/test-data.json new file mode 100644 index 0000000..f0cd871 --- /dev/null +++ b/skills/skill-adapter/assets/test-data.json @@ -0,0 +1,27 @@ +{ + "testCases": [ + { + "name": "Basic activation test", + "input": "trigger phrase example", + "expected": { + "activated": true, + "toolsUsed": ["Read", "Grep"], + "success": true + } + }, + { + "name": "Complex workflow test", + "input": "multi-step trigger example", + "expected": { + "activated": true, + "steps": 3, + "toolsUsed": ["Read", "Write", "Bash"], + "success": true + } + } + ], + "fixtures": { + "sampleInput": "example data", + "expectedOutput": "processed result" + } +} diff --git a/skills/skill-adapter/references/README.md b/skills/skill-adapter/references/README.md new file mode 100644 index 0000000..d26db8e --- /dev/null +++ b/skills/skill-adapter/references/README.md @@ -0,0 +1,7 @@ +# References + +Bundled resources for openbb-terminal skill + +- [ ] openbb_api_documentation.md: Comprehensive documentation of OpenBB Platform API +- [ ] investment_analysis_best_practices.md: Best practices for investment analysis using OpenBB data +- [ ] openbb_data_schemas.md: Data schemas for various OpenBB data endpoints diff --git a/skills/skill-adapter/references/best-practices.md b/skills/skill-adapter/references/best-practices.md new file mode 100644 index 0000000..3505048 --- /dev/null +++ b/skills/skill-adapter/references/best-practices.md @@ -0,0 +1,69 @@ +# Skill Best Practices + +Guidelines for optimal skill usage and development. + +## For Users + +### Activation Best Practices + +1. **Use Clear Trigger Phrases** + - Match phrases from skill description + - Be specific about intent + - Provide necessary context + +2. **Provide Sufficient Context** + - Include relevant file paths + - Specify scope of analysis + - Mention any constraints + +3. **Understand Tool Permissions** + - Check allowed-tools in frontmatter + - Know what the skill can/cannot do + - Request appropriate actions + +### Workflow Optimization + +- Start with simple requests +- Build up to complex workflows +- Verify each step before proceeding +- Use skill consistently for related tasks + +## For Developers + +### Skill Development Guidelines + +1. **Clear Descriptions** + - Include explicit trigger phrases + - Document all capabilities + - Specify limitations + +2. **Proper Tool Permissions** + - Use minimal necessary tools + - Document security implications + - Test with restricted tools + +3. **Comprehensive Documentation** + - Provide usage examples + - Document common pitfalls + - Include troubleshooting guide + +### Maintenance + +- Keep version updated +- Test after tool updates +- Monitor user feedback +- Iterate on descriptions + +## Performance Tips + +- Scope skills to specific domains +- Avoid overlapping trigger phrases +- Keep descriptions under 1024 chars +- Test activation reliability + +## Security Considerations + +- Never include secrets in skill files +- Validate all inputs +- Use read-only tools when possible +- Document security requirements diff --git a/skills/skill-adapter/references/examples.md b/skills/skill-adapter/references/examples.md new file mode 100644 index 0000000..b1d8bd2 --- /dev/null +++ b/skills/skill-adapter/references/examples.md @@ -0,0 +1,70 @@ +# Skill Usage Examples + +This document provides practical examples of how to use this skill effectively. + +## Basic Usage + +### Example 1: Simple Activation + +**User Request:** +``` +[Describe trigger phrase here] +``` + +**Skill Response:** +1. Analyzes the request +2. Performs the required action +3. Returns results + +### Example 2: Complex Workflow + +**User Request:** +``` +[Describe complex scenario] +``` + +**Workflow:** +1. Step 1: Initial analysis +2. Step 2: Data processing +3. Step 3: Result generation +4. Step 4: Validation + +## Advanced Patterns + +### Pattern 1: Chaining Operations + +Combine this skill with other tools: +``` +Step 1: Use this skill for [purpose] +Step 2: Chain with [other tool] +Step 3: Finalize with [action] +``` + +### Pattern 2: Error Handling + +If issues occur: +- Check trigger phrase matches +- Verify context is available +- Review allowed-tools permissions + +## Tips & Best Practices + +- ✅ Be specific with trigger phrases +- ✅ Provide necessary context +- ✅ Check tool permissions match needs +- ❌ Avoid vague requests +- ❌ Don't mix unrelated tasks + +## Common Issues + +**Issue:** Skill doesn't activate +**Solution:** Use exact trigger phrases from description + +**Issue:** Unexpected results +**Solution:** Check input format and context + +## See Also + +- Main SKILL.md for full documentation +- scripts/ for automation helpers +- assets/ for configuration examples diff --git a/skills/skill-adapter/scripts/README.md b/skills/skill-adapter/scripts/README.md new file mode 100644 index 0000000..a8c85e0 --- /dev/null +++ b/skills/skill-adapter/scripts/README.md @@ -0,0 +1,7 @@ +# Scripts + +Bundled resources for openbb-terminal skill + +- [ ] openbb_data_fetcher.py: Script to fetch data from OpenBB Platform based on user query +- [ ] openbb_report_generator.py: Script to generate investment reports based on fetched data +- [ ] openbb_error_handler.py: Script to handle errors and provide informative messages diff --git a/skills/skill-adapter/scripts/helper-template.sh b/skills/skill-adapter/scripts/helper-template.sh new file mode 100755 index 0000000..c4aae90 --- /dev/null +++ b/skills/skill-adapter/scripts/helper-template.sh @@ -0,0 +1,42 @@ +#!/bin/bash +# Helper script template for skill automation +# Customize this for your skill's specific needs + +set -e + +function show_usage() { + echo "Usage: $0 [options]" + echo "" + echo "Options:" + echo " -h, --help Show this help message" + echo " -v, --verbose Enable verbose output" + echo "" +} + +# Parse arguments +VERBOSE=false + +while [[ $# -gt 0 ]]; do + case $1 in + -h|--help) + show_usage + exit 0 + ;; + -v|--verbose) + VERBOSE=true + shift + ;; + *) + echo "Unknown option: $1" + show_usage + exit 1 + ;; + esac +done + +# Your skill logic here +if [ "$VERBOSE" = true ]; then + echo "Running skill automation..." +fi + +echo "✅ Complete" diff --git a/skills/skill-adapter/scripts/validation.sh b/skills/skill-adapter/scripts/validation.sh new file mode 100755 index 0000000..590af58 --- /dev/null +++ b/skills/skill-adapter/scripts/validation.sh @@ -0,0 +1,32 @@ +#!/bin/bash +# Skill validation helper +# Validates skill activation and functionality + +set -e + +echo "🔍 Validating skill..." + +# Check if SKILL.md exists +if [ ! -f "../SKILL.md" ]; then + echo "❌ Error: SKILL.md not found" + exit 1 +fi + +# Validate frontmatter +if ! grep -q "^---$" "../SKILL.md"; then + echo "❌ Error: No frontmatter found" + exit 1 +fi + +# Check required fields +if ! grep -q "^name:" "../SKILL.md"; then + echo "❌ Error: Missing 'name' field" + exit 1 +fi + +if ! grep -q "^description:" "../SKILL.md"; then + echo "❌ Error: Missing 'description' field" + exit 1 +fi + +echo "✅ Skill validation passed"