mirror of https://github.com/ghostfolio/ghostfolio
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80 lines
3.4 KiB
80 lines
3.4 KiB
TOOL_REGISTRY = {
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"portfolio_analysis": {
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"name": "portfolio_analysis",
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"description": (
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"Fetches holdings, allocation percentages, and performance metrics from Ghostfolio. "
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"Enriches each holding with live prices from Yahoo Finance."
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),
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"parameters": {
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"date_range": "ytd | 1y | max | mtd | wtd",
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"token": "optional Ghostfolio bearer token",
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},
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"returns": "holdings list, allocation %, gain/loss %, total portfolio value, YTD performance",
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},
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"transaction_query": {
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"name": "transaction_query",
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"description": "Retrieves trade history filtered by symbol, type, or date from Ghostfolio.",
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"parameters": {
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"symbol": "optional ticker to filter (e.g. AAPL)",
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"limit": "max results to return (default 50)",
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"token": "optional Ghostfolio bearer token",
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},
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"returns": "list of activities with date, type, quantity, unitPrice, fee, currency",
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},
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"compliance_check": {
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"name": "compliance_check",
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"description": (
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"Runs domain rules against portfolio — concentration risk (>20%), "
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"significant loss flags (>15% down), and diversification check (<5 holdings)."
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),
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"parameters": {
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"portfolio_data": "result dict from portfolio_analysis tool",
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},
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"returns": "warnings list with severity levels, overall_status (CLEAR/FLAGGED)",
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},
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"market_data": {
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"name": "market_data",
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"description": "Fetches live price and market metrics from Yahoo Finance.",
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"parameters": {
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"symbol": "ticker symbol e.g. AAPL, MSFT, SPY",
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},
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"returns": "current price, previous close, change_pct, currency, exchange",
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},
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"tax_estimate": {
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"name": "tax_estimate",
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"description": (
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"Estimates capital gains tax from sell activity history. "
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"Distinguishes short-term (22%) vs long-term (15%) rates. "
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"Checks for wash-sale rule violations. "
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"Always includes disclaimer: ESTIMATE ONLY — consult a tax professional."
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),
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"parameters": {
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"activities": "list of activities from transaction_query",
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"additional_income": "optional float for other income context",
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},
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"returns": (
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"short_term_gains, long_term_gains, estimated tax, wash_sale_warnings, "
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"per-symbol breakdown, rates used, disclaimer"
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),
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},
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"transaction_categorize": {
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"name": "transaction_categorize",
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"description": (
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"Categorizes transaction history into patterns: buy/sell/dividend/fee counts, "
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"most-traded symbols, total invested, total fees, trading style detection."
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),
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"parameters": {
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"activities": "list of activities from transaction_query",
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},
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"returns": (
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"summary counts (buy/sell/dividend), by_symbol breakdown, "
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"most_traded top 5, patterns (buy-and-hold, dividends, high-fee-ratio)"
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),
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},
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"market_overview": {
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"name": "market_overview",
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"description": "Fetches a quick snapshot of major indices and top tech stocks from Yahoo Finance.",
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"parameters": {},
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"returns": "list of symbols with current price and daily change %",
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},
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}
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