feat(tools): run_python, web search/fetch, market data, options, portfolio

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016DvdRZkyCy9NJpHYDdPqmS

tools/market_data.py

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+"""Market-data tools. Alpaca for prices/bars, Finnhub for fundamentals/news, yfinance as
+a keyless fallback. Every tool is defensive: network/API failures return a short error
+string, never raise into the agent loop.
+"""
+
+from __future__ import annotations
+
+from datetime import datetime, timedelta, timezone
+from functools import lru_cache
+
+from langchain_core.tools import tool
+
+from config.settings import get_settings
+
+
+# --- lazy clients (so a missing key never breaks import) ---
+@lru_cache
+def _alpaca_data():
+    from alpaca.data.historical import StockHistoricalDataClient
+
+    key, secret = get_settings().alpaca_data_creds()
+    return StockHistoricalDataClient(key, secret)
+
+
+@lru_cache
+def _finnhub():
+    import finnhub
+
+    return finnhub.Client(api_key=get_settings().finnhub_api_key)
+
+
+_TIMEFRAMES = {
+    "1min": (1, "Minute"),
+    "5min": (5, "Minute"),
+    "15min": (15, "Minute"),
+    "1hour": (1, "Hour"),
+    "1day": (1, "Day"),
+    "1week": (1, "Week"),
+}
+
+
+def _timeframe(name: str):
+    from alpaca.data.timeframe import TimeFrame, TimeFrameUnit
+
+    amount, unit = _TIMEFRAMES.get(name.lower().replace(" ", ""), (1, "Day"))
+    return TimeFrame(amount, getattr(TimeFrameUnit, unit))
+
+
+def latest_price(ticker: str) -> float | None:
+    """Plain latest price (Alpaca trade -> yfinance fallback). None if unavailable.
+    Shared by the get_quote tool and the morning executor."""
+    ticker = ticker.strip().upper()
+    try:
+        from alpaca.data.requests import StockLatestTradeRequest
+
+        resp = _alpaca_data().get_stock_latest_trade(
+            StockLatestTradeRequest(symbol_or_symbols=ticker)
+        )
+        return float(resp[ticker].price)
+    except Exception:
+        pass
+    try:
+        import yfinance as yf
+
+        return float(yf.Ticker(ticker).fast_info["last_price"])
+    except Exception:
+        return None
+
+
+@tool
+def get_quote(ticker: str) -> str:
+    """Get the latest price for a stock ticker (e.g. 'NVDA'). Returns last trade price."""
+    ticker = ticker.strip().upper()
+    px = latest_price(ticker)
+    return f"{ticker} last price: ${px:.2f}" if px else f"ERROR: could not get quote for {ticker}"
+
+
+_YF_INTERVAL = {
+    "1min": "1m",
+    "5min": "5m",
+    "15min": "15m",
+    "1hour": "1h",
+    "1day": "1d",
+    "1week": "1wk",
+}
+
+
+def _summarize_bars(ticker, timeframe, closes, highs, lows, vols, source="") -> str:
+    first, last = closes[0], closes[-1]
+    change = (last - first) / first * 100 if first else 0.0
+    hi, lo = max(highs), min(lows)
+    avg_vol = (sum(vols) / len(vols)) if vols else 0
+    recent = ", ".join(f"{c:.2f}" for c in closes[-5:])
+    tag = f", {source}" if source else ""
+    return (
+        f"{ticker} {timeframe} ({len(closes)} bars{tag}): last={last:.2f}, "
+        f"change={change:+.2f}%, high={hi:.2f}, low={lo:.2f}, avg_vol={avg_vol:,.0f}\n"
+        f"recent closes: [{recent}]"
+    )
+
+
+@tool
+def get_bars(ticker: str, timeframe: str = "1day", lookback: int = 30) -> str:
+    """Get recent OHLCV price bars and a compact summary for a ticker.
+
+    timeframe: one of 1min, 5min, 15min, 1hour, 1day, 1week. lookback: number of bars.
+    Returns period change %, high/low, avg volume, and the most recent closes.
+    """
+    ticker = ticker.strip().upper()
+    # Alpaca (primary — needs API keys)
+    try:
+        from alpaca.data.requests import StockBarsRequest
+
+        start = datetime.now(timezone.utc) - timedelta(days=max(lookback * 2, 5))
+        req = StockBarsRequest(
+            symbol_or_symbols=ticker, timeframe=_timeframe(timeframe), start=start
+        )
+        bars = _alpaca_data().get_stock_bars(req).data.get(ticker, [])
+        if bars:
+            bars = bars[-lookback:]
+            return _summarize_bars(
+                ticker, timeframe,
+                [b.close for b in bars], [b.high for b in bars],
+                [b.low for b in bars], [b.volume for b in bars],
+            )
+    except Exception:
+        pass
+    # yfinance fallback (keyless)
+    try:
+        import yfinance as yf
+
+        interval = _YF_INTERVAL.get(timeframe.lower().replace(" ", ""), "1d")
+        if interval == "1d":
+            period = f"{lookback + 10}d"
+        elif interval == "1wk":
+            period = f"{lookback * 7 + 30}d"
+        else:
+            period = "5d"  # yfinance caps intraday history
+        hist = yf.Ticker(ticker).history(period=period, interval=interval)
+        if hist is None or hist.empty:
+            return f"No bars returned for {ticker}."
+        hist = hist.tail(lookback)
+        return _summarize_bars(
+            ticker, timeframe,
+            hist["Close"].tolist(), hist["High"].tolist(),
+            hist["Low"].tolist(), hist["Volume"].tolist(), source="yfinance",
+        )
+    except Exception as e:
+        return f"ERROR: could not get bars for {ticker}: {e}"
+
+
+@tool
+def get_news(ticker: str, limit: int = 5) -> str:
+    """Get recent news headlines + summaries for a ticker (last ~7 days)."""
+    ticker = ticker.strip().upper()
+    try:
+        today = datetime.now(timezone.utc).date()
+        frm = (today - timedelta(days=7)).isoformat()
+        items = _finnhub().company_news(ticker, _from=frm, to=today.isoformat())
+        if not items:
+            return f"No recent news for {ticker}."
+        out = []
+        for it in items[:limit]:
+            head = it.get("headline", "").strip()
+            summ = (it.get("summary", "") or "").strip()[:240]
+            src = it.get("source", "")
+            out.append(f"- {head} ({src})\n  {summ}")
+        return f"{ticker} recent news:\n" + "\n".join(out)
+    except Exception as e:
+        return f"ERROR: could not get news for {ticker}: {e}"
+
+
+@tool
+def get_fundamentals(ticker: str) -> str:
+    """Get key fundamentals for a ticker: profile, market cap, valuation and quality metrics."""
+    ticker = ticker.strip().upper()
+    try:
+        fh = _finnhub()
+        prof = fh.company_profile2(symbol=ticker) or {}
+        fin = fh.company_basic_financials(ticker, "all") or {}
+        m = fin.get("metric", {}) or {}
+
+        def g(key: str) -> str:
+            v = m.get(key)
+            return f"{v:.2f}" if isinstance(v, (int, float)) else "n/a"
+
+        name = prof.get("name", ticker)
+        industry = prof.get("finnhubIndustry", "n/a")
+        mcap = prof.get("marketCapitalization")
+        mcap_s = f"${mcap:,.0f}M" if isinstance(mcap, (int, float)) else "n/a"
+        return (
+            f"{ticker} — {name} ({industry})\n"
+            f"market cap: {mcap_s}\n"
+            f"P/E (TTM): {g('peTTM')}, P/B: {g('pbAnnual')}, P/S (TTM): {g('psTTM')}\n"
+            f"ROE (TTM): {g('roeTTM')}%, gross margin: {g('grossMarginTTM')}%\n"
+            f"rev growth YoY (TTM): {g('revenueGrowthTTMYoy')}%\n"
+            f"52wk high/low: {g('52WeekHigh')} / {g('52WeekLow')}"
+        )
+    except Exception as e:
+        # yfinance fallback for the basics
+        try:
+            import yfinance as yf
+
+            info = yf.Ticker(ticker).info
+            return (
+                f"{ticker} — {info.get('shortName', ticker)} ({info.get('industry', 'n/a')})\n"
+                f"market cap: {info.get('marketCap', 'n/a')}\n"
+                f"trailing P/E: {info.get('trailingPE', 'n/a')}, "
+                f"forward P/E: {info.get('forwardPE', 'n/a')}\n"
+                f"profit margin: {info.get('profitMargins', 'n/a')}"
+            )
+        except Exception as e2:
+            return f"ERROR: could not get fundamentals for {ticker}: {e} / {e2}"