Kazuma
cd74497de6
fix: restore ScoringConfig improvements lost in refactor commit docs: rewrite README and CLAUDE.md to reflect current architecture code-format code fixes
83 lines
3.7 KiB
JavaScript
83 lines
3.7 KiB
JavaScript
// finance.js — Personal Finance Entry Point
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//
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// Runs independently of the news screener.
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// Fetches your accounts from SimpleFIN, screens your portfolio holdings,
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// and generates a finance-report.html with:
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//
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// 1. Net worth + account overview (SimpleFIN)
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// 2. Portfolio positions with hold/sell/add advice (screener + crypto prices)
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// 3. Spending breakdown (SimpleFIN)
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//
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// Usage:
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// npm run finance
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import 'dotenv/config';
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import { readFileSync, existsSync } from 'fs';
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import { SimpleFINClient } from './src/finance/SimpleFINClient.js';
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import { PersonalFinanceAnalyzer } from './src/finance/PersonalFinanceAnalyzer.js';
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import { PortfolioAdvisor } from './src/finance/PortfolioAdvisor.js';
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import { ScreenerEngine } from './src/core/engine/ScreenerEngine.js';
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import { FinanceReporter } from './src/reporters/FinanceReporter.js';
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async function main() {
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// ── 1. Load portfolio ──────────────────────────────────────────────────────
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if (!existsSync('./portfolio.json')) {
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console.error('portfolio.json not found. Edit it with your holdings and re-run.');
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process.exit(1);
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}
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const { holdings } = JSON.parse(readFileSync('./portfolio.json', 'utf8'));
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const byType = holdings.reduce((acc, h) => {
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const t = h.type ?? 'stock';
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acc[t] = (acc[t] ?? 0) + 1;
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return acc;
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}, {});
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console.log(
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`📋 Portfolio: ${holdings.length} positions — ${Object.entries(byType)
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.map(([t, n]) => `${n} ${t}`)
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.join(', ')}\n`,
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);
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// ── 2. Fetch SimpleFIN data ────────────────────────────────────────────────
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let personalFinance = null;
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if (process.env.SIMPLEFIN_ACCESS_URL || process.env.SIMPLEFIN_SETUP_TOKEN) {
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try {
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process.stdout.write('💰 Fetching accounts from SimpleFIN...');
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const client = new SimpleFINClient();
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await client.init();
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const { accounts } = await client.getAccounts();
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personalFinance = new PersonalFinanceAnalyzer().analyse(accounts);
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process.stdout.write(` ${accounts.length} accounts loaded\n`);
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} catch (err) {
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process.stdout.write(` skipped — ${err.message}\n`);
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}
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} else {
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console.log(
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'ℹ SimpleFIN not configured — add SIMPLEFIN_SETUP_TOKEN to .env for account data\n',
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);
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}
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// ── 3. Screen stocks + ETFs (crypto handled separately by PortfolioAdvisor) ─
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const screenableTickers = holdings
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.filter((h) => (h.type ?? 'stock') !== 'crypto')
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.map((h) => h.ticker.toUpperCase());
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let results = { STOCK: [], ETF: [], BOND: [], ERROR: [], marketContext: {} };
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if (screenableTickers.length > 0) {
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process.stdout.write(`📊 Screening ${screenableTickers.length} stock/ETF positions...`);
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results = await new ScreenerEngine().screenTickers(screenableTickers);
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process.stdout.write(' done\n');
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}
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// ── 4. Fetch crypto prices + generate advice ───────────────────────────────
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process.stdout.write('💡 Generating advice...');
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const advice = await new PortfolioAdvisor().advise(holdings, results);
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process.stdout.write(' done\n');
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// ── 5. Generate report ─────────────────────────────────────────────────────
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const reportPath = new FinanceReporter().generate(advice, personalFinance, results.marketContext);
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console.log(`\n✅ Finance report saved to: ${reportPath}\n`);
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}
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main().catch((err) => console.error('Failed:', err.message));
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