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.
Install
# from npm (prebuilt)
dsh plugin --profile web add dsh-plugin-finance-data
# from GitHub (first run asks for allowBuilds approval — follow the hint, retry)
dsh plugin --profile web add github:863683348/dsh-plugin-finance-data
Any plugin you install runs third-party code with your own permissions — it can read your files, use your credentials, and reach the network, and tool approvals don’t sandbox it. GitHub-sourced plugins also run build scripts at install time — pnpm blocks those until you allow them, so an install can stop with ERR_PNPM_GIT_DEP_PREPARE_NOT_ALLOWED or ERR_PNPM_IGNORED_BUILDS; dsh prints the exact key to add under allowBuilds in your profile’s pnpm-workspace.yaml, and the install works on the next run. Allowing a build is a trust decision: only install sources you trust, and pin a commit (github:owner/repo#sha).
README
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.
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