@pi-stef/finance

@pi-stef/finance

Pi extension client for @pi-stef/finance-api — exposes portfolio state, drift, and deterministic suggestions to the pi agent.

Install

pi install npm:@pi-stef/finance

Or via catalog:

/ct add npm:@pi-stef/finance

Prerequisites

The @pi-stef/finance-api service must be running (Docker or native). See the finance-api README or the docs-site guide for setup.

Full documentation: docs-site/packages/finance.md

Configuration

Set environment variables or create ~/.pi/sf/finance/config.json:

{
  "apiUrl": "http://127.0.0.1:7780",
  "token": "your-bearer-token"
}

Environment variables (prefix SF_FINANCE_):

Variable	Default	Description
SF_FINANCE_API_URL	http://127.0.0.1:7780	Finance API URL
SF_FINANCE_TOKEN	(from ~/.pi/sf/finance/token)	Bearer token for API auth

Tools

Tool	Description
sf_fin_market_status	Get current US market session
sf_fin_get_holdings	Get all account holdings
sf_fin_get_net_worth	Get total portfolio value
sf_fin_get_drift	Get allocation drift vs target
sf_fin_get_allocation	Get current asset allocation
sf_fin_list_goals	List investment goals
sf_fin_set_target	Create/update investment goal
sf_fin_get_suggestions	Get pending suggestions
sf_fin_dismiss_suggestion	Dismiss a suggestion
sf_fin_sync_now	Trigger immediate data sync
sf_fin_import_file	Import holdings from CSV/OFX
sf_fin_history	Get price history

Usage

Ask the pi agent:

• "What's my current portfolio allocation?"
• "How far am I from my target allocation?"
• "What should I buy/sell to rebalance?"
• "Import my Fidelity positions from ~/Downloads/positions.csv"

Disclaimer

This is not financial advice. The suggestions are computed deterministically from your configured goals and current holdings. The LLM applies judgment but never recomputes the numbers. Always consult a qualified financial advisor before making investment decisions.

License

MIT