dsh-plugin-finance-data

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.

Compatibility

Tool schemas are validated against the @deepseek-ai/dsh-tools value-schema DSL at plugin load (checked against dsh-tools 0.1.0-rc.6 and 0.1.1-rc.2). Earlier releases used JSON-Schema required at the root of output.schema and closed nested objects without declared properties, which made the host abort the whole profile boot with unsupported JSON schema: schema.required is not supported by the value schema DSL and could reject the tool's own results. Current releases fix both; if an affected version left your DSH unable to start, remove the plugin from the profile (or upgrade) — no data is lost.

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
trend	Metric time series — mean, extremes, direction (slope), volatility
peer	Value vs peer group — P10/P50/P90 and percentile rank

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.