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.
Compatibility follows the bundle and profile status shown above. If a profile is not detected, keep the plugin disabled there and check the repository documentation before enabling it in production.
The GitHub link and activity metadata are the source of truth for releases and maintenance. Revisit this page after a new release to confirm the catalog has observed the latest version.