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/options.py

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+"""Options data tools (Phase 6a — single-leg long calls/puts).
+
+get_option_chain lists near-the-money contracts near a target DTE with live premiums; the
+agent copies a contract_symbol into its pick. get_option_quote prices one contract.
+"""
+
+from __future__ import annotations
+
+from datetime import date, timedelta
+from functools import lru_cache
+
+from langchain_core.tools import tool
+
+from config.settings import get_settings
+from tools.market_data import latest_price
+
+
+@lru_cache
+def _opt_data():
+    from alpaca.data.historical.option import OptionHistoricalDataClient
+
+    key, secret = get_settings().alpaca_data_creds()
+    return OptionHistoricalDataClient(key, secret)
+
+
+@lru_cache
+def _opt_trading():
+    from alpaca.trading.client import TradingClient
+
+    s = get_settings()
+    key, secret = s.alpaca_data_creds()
+    return TradingClient(key, secret, paper=s.alpaca_paper)
+
+
+def option_premium(contract_symbol: str) -> float | None:
+    """Mid premium for an option contract (per share; ×100 = contract cost). None if unavailable."""
+    from alpaca.data.requests import OptionLatestQuoteRequest
+
+    try:
+        q = _opt_data().get_option_latest_quote(
+            OptionLatestQuoteRequest(symbol_or_symbols=contract_symbol)
+        )
+        c = q[contract_symbol]
+        bid, ask = float(c.bid_price or 0), float(c.ask_price or 0)
+        if bid and ask:
+            return round((bid + ask) / 2, 2)
+        return round(ask or bid, 2) or None
+    except Exception:
+        return None
+
+
+@tool
+def get_option_chain(underlying: str, right: str = "call", target_dte: int = 35) -> str:
+    """List near-the-money option contracts for an underlying stock.
+
+    right = 'call' (bullish) or 'put' (bearish). target_dte = desired days to expiration
+    (~30-45 is typical). Returns contract symbols + strike + expiry + mid premium. Copy a
+    contract_symbol into your pick to trade it.
+    """
+    from alpaca.trading.enums import AssetStatus, ContractType
+    from alpaca.trading.requests import GetOptionContractsRequest
+
+    underlying = underlying.strip().upper()
+    px = latest_price(underlying)
+    if not px:
+        return f"ERROR: no price for {underlying}"
+    ct = ContractType.CALL if right.lower().startswith("c") else ContractType.PUT
+    today = date.today()
+    try:
+        req = GetOptionContractsRequest(
+            underlying_symbols=[underlying],
+            type=ct,
+            status=AssetStatus.ACTIVE,
+            expiration_date_gte=today + timedelta(days=max(target_dte - 15, 1)),
+            expiration_date_lte=today + timedelta(days=target_dte + 20),
+            strike_price_gte=str(round(px * 0.85, 2)),
+            strike_price_lte=str(round(px * 1.15, 2)),
+            limit=60,
+        )
+        contracts = _opt_trading().get_option_contracts(req).option_contracts
+    except Exception as e:
+        return f"ERROR: chain fetch failed: {e}"
+    if not contracts:
+        return f"No {right} contracts for {underlying} near {target_dte} DTE."
+
+    # nearest expiry first, then nearest strike to spot
+    contracts.sort(key=lambda c: (c.expiration_date, abs(float(c.strike_price) - px)))
+    out = [f"{underlying} ~${px:.2f}: {right}s ~{target_dte}DTE (copy a contract_symbol):"]
+    for c in contracts[:10]:
+        prem = option_premium(c.symbol)
+        prem_s = f"${prem:.2f}" if prem else "n/a"
+        out.append(
+            f"  {c.symbol}  strike ${float(c.strike_price):.1f}  exp {c.expiration_date}  mid {prem_s}"
+        )
+    return "\n".join(out)
+
+
+@tool
+def get_option_quote(contract_symbol: str) -> str:
+    """Latest mid premium for an option contract symbol (OCC format, from get_option_chain)."""
+    prem = option_premium(contract_symbol.strip().upper())
+    return f"{contract_symbol}: mid ${prem:.2f} (x100 = ${prem * 100:.0f}/contract)" if prem else (
+        f"ERROR: no quote for {contract_symbol}"
+    )