Merge branch 'virattt:main' into main

Author: upclose

src/skills/dcf/SKILL.md

@@ -43,21 +43,14 @@ Call the `get_financials` tool with these queries:
 
 **Fallback:** If `current_investments` missing, use 0
 
-### 1.4 Analyst Estimates
-**Query:** `"[TICKER] analyst estimates"`
-
-**Extract:** `earnings_per_share` (forward estimates by fiscal year)
-
-**Use:** Calculate implied EPS growth rate for cross-validation
-
-### 1.5 Current Price
+### 1.4 Current Price
 Call the `get_market_data` tool:
 
 **Query:** `"[TICKER] price snapshot"`
 
 **Extract:** `price`
 
-### 1.6 Company Facts
+### 1.5 Company Facts
 Call the `get_financials` tool:
 
 **Query:** `"[TICKER] company facts"`
@@ -70,11 +63,10 @@ Call the `get_financials` tool:
 
 Calculate 5-year FCF CAGR from cash flow history.
 
-**Cross-validate with:** `free_cash_flow_growth` (YoY), `revenue_growth`, analyst EPS growth
+**Cross-validate with:** `free_cash_flow_growth` (YoY), `revenue_growth`
 
 **Growth rate selection:**
 - Stable FCF history → Use CAGR with 10-20% haircut
-- Volatile FCF → Weight analyst estimates more heavily
 - **Cap at 15%** (sustained higher growth is rare)
 
 ## Step 3: Estimate Discount Rate (WACC)

src/tools/finance/earnings.ts

@@ -13,7 +13,7 @@ const EarningsInputSchema = z.object({
 export const getEarnings = new DynamicStructuredTool({
   name: 'get_earnings',
   description:
-    'Fetches the most recent earnings snapshot for a company, including key income statement, balance sheet, and cash flow figures from the 8-K earnings release, plus analyst estimate comparisons (revenue and EPS surprise) when available.',
+    'Fetches the most recent earnings snapshot for a company, including key income statement, balance sheet, and cash flow figures from the 8-K earnings release.',
   schema: EarningsInputSchema,
   func: async (input) => {
     const ticker = input.ticker.trim().toUpperCase();

src/tools/finance/estimates.ts

@@ -187,18 +187,6 @@ export function formatInsiderTrades(data: unknown): string {
   return lines.join('\n');
 }
 
-export function formatAnalystEstimates(data: unknown): string {
-  const items = Array.isArray(data) ? data : [];
-  if (items.length === 0) return 'No analyst estimates available.';
-  const lines = ['Analyst Estimates', ''];
-  lines.push('| Period | Est. Revenue | Est. EPS | # Analysts |');
-  lines.push('|--------|-------------|----------|------------|');
-  for (const row of items as Rec[]) {
-    lines.push(`| ${fmtDate(row.report_period ?? row.date)} | ${fmtNum(row.estimated_revenue_avg ?? row.revenue_estimate)} | ${fmtPrice(row.estimated_eps_avg ?? row.eps_estimate)} | ${row.number_of_analysts ?? '—'} |`);
-  }
-  return lines.join('\n');
-}
-
 export function formatEarnings(data: unknown): string {
   const d = (data && typeof data === 'object') ? data as Rec : {};
   if (Object.keys(d).length === 0) return 'No earnings data available.';
@@ -287,7 +275,6 @@ export const FINANCIAL_FORMATTERS: Record<string, (data: unknown, args?: Rec) =>
   get_all_financial_statements: formatAllFinancials,
   get_key_ratios: formatKeyRatios,
   get_historical_key_ratios: formatHistoricalKeyRatios,
-  get_analyst_estimates: formatAnalystEstimates,
   get_earnings: formatEarnings,
   get_financial_segments: formatFinancialSegments,
 };

src/tools/finance/formatters.ts

@@ -21,7 +21,6 @@ Intelligent meta-tool for retrieving company financial data. Takes a natural lan
 - Company financials (income statements, balance sheets, cash flow statements)
 - Financial metrics and key ratios (P/E ratio, market cap, EPS, dividend yield, enterprise value, ROE, ROA, margins)
 - Historical metrics and trend analysis across multiple periods
-- Analyst estimates and price targets
 - Financial segment breakdowns (revenue, margins, etc. by product / geography)
 - Earnings data (EPS/revenue beat-miss, earnings surprises)
 - Multi-company comparisons (pass the full query, it handles routing internally)
@@ -54,7 +53,6 @@ function formatSubToolName(name: string): string {
 // Import all finance tools directly (avoid circular deps with index.ts)
 import { getIncomeStatements, getBalanceSheets, getCashFlowStatements, getAllFinancialStatements } from './fundamentals.js';
 import { getKeyRatios, getHistoricalKeyRatios } from './key-ratios.js';
-import { getAnalystEstimates } from './estimates.js';
 import { getFinancialSegments } from './segments.js';
 import { getEarnings } from './earnings.js';
 
@@ -67,10 +65,9 @@ const FINANCE_TOOLS: StructuredToolInterface[] = [
   getAllFinancialStatements,
   // Earnings
   getEarnings,
-  // Key Ratios, Snapshots & Estimates
+  // Key Ratios & Snapshots
   getKeyRatios,
   getHistoricalKeyRatios,
-  getAnalystEstimates,
   // Other Data
   getFinancialSegments,
 ];
@@ -135,7 +132,6 @@ export function createGetFinancials(model: string): DynamicStructuredTool {
 - Company financials (income statements, balance sheets, cash flow)
 - Financial metrics and key ratios (P/E ratio, market cap, EPS, dividend yield, ROE, margins)
 - Historical metrics and trend analysis
-- Analyst estimates and price targets
 - Earnings data and financial segments`,
     schema: GetFinancialsInputSchema,
     func: async (input, _runManager, config?: RunnableConfig) => {

src/tools/finance/get-financials.ts

@@ -33,7 +33,6 @@ Intelligent meta-tool for retrieving market data including prices, news, and ins
 
 - Company financials like income statements, balance sheets, cash flow (use get_financials)
 - Financial metrics and key ratios (use get_financials)
-- Analyst estimates (use get_financials)
 - SEC filings (use read_filings)
 - Stock screening by criteria (use stock_screener)
 - General web searches (use web_search)

src/tools/finance/get-market-data.ts

@@ -1,7 +1,6 @@
 export { getIncomeStatements, getBalanceSheets, getCashFlowStatements, getAllFinancialStatements } from './fundamentals.js';
 export { getFilings, get10KFilingItems, get10QFilingItems, get8KFilingItems } from './filings.js';
 export { getKeyRatios, getHistoricalKeyRatios } from './key-ratios.js';
-export { getAnalystEstimates } from './estimates.js';
 export { getFinancialSegments } from './segments.js';
 export { getStockPrice, getStockPrices, getStockTickers, STOCK_PRICE_DESCRIPTION } from './stock-price.js';
 export { getCryptoPriceSnapshot, getCryptoPrices, getCryptoTickers } from './crypto.js';

src/tools/finance/index.ts

@@ -28,7 +28,6 @@ Intelligent meta-tool for reading SEC filing content. Takes a natural language q
 - Stock prices (use get_market_data)
 - Financial statements data in structured format (use get_financials)
 - Company news (use get_financials)
-- Analyst estimates (use get_financials)
 - Non-SEC data (use web_search)
 
 ## Usage Notes

src/tools/finance/read-filings.ts

@@ -45,7 +45,7 @@ export function getToolRegistry(model: string): RegisteredTool[] {
       name: 'get_financials',
       tool: createGetFinancials(model),
       description: GET_FINANCIALS_DESCRIPTION,
-      compactDescription: 'Financial statements, metrics, and analyst estimates. Handles multi-company/multi-metric queries in one call.',
+      compactDescription: 'Financial statements and metrics. Handles multi-company/multi-metric queries in one call.',
       concurrencySafe: true,
     },
     {

src/tools/registry.ts

@@ -16,7 +16,7 @@ Search the web for current information on any topic. Returns relevant search res
 
 ## When NOT to Use
 
-- Structured financial data (company financials, SEC filings, analyst estimates, key ratios - use get_financials instead)
+- Structured financial data (company financials, SEC filings, key ratios - use get_financials instead)
 - Pure conceptual/definitional questions ("What is a DCF?")
 
 ## Usage Notes