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.