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/portfolio.py

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+"""get_portfolio — persona-scoped. Each agent sees ONLY its own paper account's holdings
+(written by execution/reconcile.py, keyed by persona id), so picks build on that book.
+Built per-persona via make_get_portfolio() in tools/build_toolset.
+"""
+
+from __future__ import annotations
+
+import json
+
+from langchain_core.tools import tool
+
+from config.settings import get_settings
+from state import db as statedb
+
+
+def make_get_portfolio(account: str):
+    """Return a get_portfolio tool bound to one account (persona id)."""
+
+    @tool
+    def get_portfolio() -> str:
+        """Return YOUR current paper-account holdings, unrealized PnL, and cash.
+
+        Use this BEFORE proposing trades so you account for what you already own.
+        """
+        path = get_settings().db_path
+        if not path.exists():
+            return "No portfolio data yet (fresh account, no trades recorded)."
+        try:
+            con = statedb.connect(path)
+            snap = statedb.latest_snapshot(con, account or None)
+            con.close()
+        except Exception as e:
+            return f"No portfolio data yet ({e})."
+        if snap is None:
+            return "No holdings yet (fresh account, all cash)."
+
+        lines = [
+            f"As of {snap['ts']}: equity=${snap['equity']:,.2f}, "
+            f"cash=${snap['cash']:,.2f}, buying_power=${snap['buying_power']:,.2f}"
+        ]
+        try:
+            positions = json.loads(snap["positions_json"] or "[]")
+        except Exception:
+            positions = []
+        if not positions:
+            lines.append("Holdings: none (all cash).")
+        else:
+            lines.append("Holdings:")
+            for p in positions:
+                lines.append(
+                    f"  {p.get('symbol')}: {p.get('qty')} @ {p.get('avg_entry')} "
+                    f"-> mv={p.get('market_value')}, unrealized_pl={p.get('unrealized_pl')}"
+                )
+        return "\n".join(lines)
+
+    return get_portfolio