863683348/dsh-plugin-finance-data

Finance data toolkit for DeepSeek Harness agents: number/currency formatting (incl. Chinese wan/yi units), return & CAGR math, valuation and profitability ratios, PV/FV, risk metrics, and a data-quality checklist

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What it does

Finance data toolkit for DSH agents: number and currency formatting (incl. Chinese wan/yi units), return and CAGR math, valuation and profitability ratios, PV/FV, risk metrics, and a data-quality checklist.

Best for

  • Analysts who need deterministic formatting and calculations for returns, ratios, time value, and risk metrics from supplied data.
  • Users comparing portfolio drift, rebalancing amounts, or savings and compound-interest projections.

Not ideal for

  • Live market-data retrieval or source validation, because the toolkit is deterministic and has no filesystem access or documented data feed.
  • Backtesting and advanced instrument analysis such as bonds or FX, which are listed as future roadmap work.

README

dsh-plugin-finance-data

A finance data toolkit for DeepSeek Harness agents: guaranteed-correct number formatting, return math, ratios, time value, and risk metrics. The model explains; the plugin does the arithmetic.

Install

dsh plugin --profile <profile> add dsh-plugin-finance-data

Restart DSH. The finance_data tool is registered host-wide.

Tool

action purpose
format Number/currency/percent formatting with thousands separators and Chinese 万/亿 units
return Simple, log, and annualized (CAGR-style) returns
ratio PE, PB, ROE, ROA, gross/net margin, debt-to-equity
value Present value, future value, implied rate
risk Mean, volatility, max drawdown, historical VaR(95), Sharpe from a return series
checklist Data-quality checklist (source, as-of date, units, definitions)
plan DCA / compound-interest projection — future value schedule, inflation-adjusted real value
portfolio Portfolio weights, drift vs targets, and rebalance buy/sell orders

Config

All optional, on the composition row’s config:

key default meaning
personaSection true register the finance prompt-guidance section
sectionOrder 6 prompt section order (persona is 0, ascending)

Design

Pure logic (lib/finance.js) has zero DSH/Cordis imports and is unit-tested in isolation; lib/index.js is the thin Cordis plugin wiring the tool and the prompt section. No filesystem access — deterministic and side-effect free.

License

MIT

Roadmap

See ROADMAP.md — next five versions (v0.2.0 – v0.6.0): planning & portfolio, trends & peer comparison, cash-flow & sensitivity, bonds & FX/inflation, backtest & report export.

Frequently Asked QuestionsFAQ

Use the verified command dsh plugin --profile default add github:863683348/dsh-plugin-finance-data in a DSH-enabled shell. The command resolves the public package metadata and keeps the plugin attached to the catalog identity shown on this page.