young-stock-cli 0.3.16

Personal investing cockpit CLI for A/HK/US stocks, funds, evidence reports, and local workflows.

young-stock-cli

Quiet personal research cockpit for the terminal.

young-stock-cli 0.3.16 brings A-share, Hong Kong, US stock, fund, watchlist, evidence-report, and local research workflows into one terminal application. It is deterministic by default; model-assisted research only runs when you explicitly pass --llm.

Requires Python 3.9+.

uv tool install young-stock-cli
young init
young daily --format summary
young stock 600519 --llm --lens buffett
young report

Why use it

• One CLI for market snapshots, symbol research, funds, local watchlists, saved reports, PDF export, and Feishu delivery.
• Evidence before prose: missing data remains missing instead of being rewritten as zero.
• Explicit cost boundaries: slower sources, browser fallback, and LLM calls are opt-in.
• Traceable dates and sources through requested_date, as_of, source URLs, stale flags, warnings, and missing fields.
• Local-first state for Profile, portfolio drafts, chat memory, style, diary, cache, and configuration.
• A read-only MCP surface for agents that need structured Evidence rather than rendered terminal output.

What is new in 0.3.16

• Independent Evidence, Provider, Model Transport, cache, global-market, News Radar, Source Adapter, and read-only MCP modules.
• A versioned Evidence Bundle with provenance and explicit full, degraded, or simplified completeness scope.
• A/HK/US and fund enrichment, selected-news aggregation, and objective short-term market-emotion evidence.
• Historical guards that reject live-only board queries before a live request is made.
• A report review gate that repairs unsupported numbers or dates once and rejects the output if they remain unsupported.
• Atomic Profile writes, a last-known-good backup, recovery from a corrupt primary file, and refusal to overwrite unrecoverable data.
• CI and release gates for lint, tests, coverage, package build, tag/version consistency, and wheel smoke tests.

Common workflows

Goal	Command
Scan the current market and watchlist	young daily --format summary
Generate a full evidence-based report	young daily --llm
Run the research committee view	young daily --llm --lens all --debate-rounds 3
Research one stock	young stock <symbol> --llm --rich-source
Research one fund	young fund <code> --llm --rich-source
Preview or send the latest report	young send --dry-run, then young send --yes
Check source, model, PDF, and channel readiness	young diagnose --json

--rich-source may query slower supplemental sources. --browser-fallback is available only on commands that implement it: young a, young stock, young fund, and young daily.

Scope and guarantees

young-stock-cli is a standalone project with its own installation, configuration, cache, Profile, CLI, MCP, and release lifecycle. It does not require a companion runtime.

• Plain young daily, young stock <symbol>, and young fund <code> use deterministic data paths.
• --llm enables model-assisted analysis. --lens is valid only with --llm.
• Non-default --debate-rounds is valid only with --llm --lens all.
• young report exports an already saved report; it does not silently rerun model analysis.
• young send refuses to act without an explicit safety flag. Use --dry-run to preview and --yes to send.
• full, degraded, and simplified describe Evidence completeness, not an investment rating.
• The mechanical review gate catches obvious unsupported claims and unsafe wording; it is not a factual-audit service or an investment guarantee.
• The project does not connect to a broker, place orders, or perform automatic trading.

Command matrix

Area	Commands	Notes
Markets	young a, young hk, young us, young global, young indices, young zt-pool, young flow	Public market snapshots and flow views.
Symbols	young stock <symbol>, young lhb <symbol>, young fund <code>, young news <query>	Add --llm to stock or fund research explicitly.
Watchlist reports	`young daily --format full	summary
Local state	young profile ..., young portfolio ..., young memory ..., young style ..., young diary ...	Stored locally under the young home directory.
Reports and delivery	young report, young send --dry-run, young send --yes	PDF is optional; remote delivery always requires confirmation.
Configuration	young config ..., young init, young diagnose, young cache-clear	Model, channel, path, readiness, and cache management.
Interfaces	young chat, young mcp	Interactive chat and read-only stdio MCP.
Maintenance	young guide, young example, young update, young uninstall	Installation-aware helpers.

The CLI does not expose a global JSON switch. young diagnose --json is the explicit machine-readable diagnostic command; structured research data is primarily available through MCP.

Evidence and data behavior

Evidence Bundle

The stable top-level contract contains schema_version, modules, and _meta. Quote and report facts can retain provenance such as requested_date, as_of, source_url, quality flags, notes, completeness, stale status, missing fields, and warnings.

Daily Evidence uses M1-M6 collection modules. Stock Evidence adds quote, flow, block trade, news, A-share extensions, or HK/US global-market data. Fund Evidence adds estimates, NAV dates, fund profile, holdings, holding quotes, and selected holding news when available.

Completeness scope is calculated from the available modules:

• full: quality score of at least 80.
• degraded: quality score of at least 60.
• simplified: lower coverage; the report must narrow its claims.

These values describe the evidence pack, not market direction or asset quality.

Source and fallback policy

1. Stable public HTTP sources are tried first.
2. --rich-source enables slower optional sources and library-backed extensions.
3. --browser-fallback enables browser use only where the command supports it.
4. Failed optional sources are omitted or marked unavailable; they are never replaced with invented values.

The Source registry is a capability registry, not a promise that every candidate source is active. Browser, library, search, or slow sources remain disabled until the relevant policy allows them.

Managed HTTP applies per-domain concurrency, minimum intervals, retry/backoff, fallback domains, a 403 circuit breaker, Retry-After handling, and redacted traces. It improves resilience but cannot guarantee third-party availability.

For HK/US historical quotes, the result may be the first available close on or after the requested date. Future dates are rejected. News cache validators support HTTP 304; a network failure is not presented as fresh news.

News Radar

News Radar reads governed RSS/Atom sources, uses conditional cache headers, cleans and deduplicates entries, filters relevance, groups related events, and compresses the result before model use. Source, URL, publication time, title, grouping, and truncation status remain available for review.

Daily research framework: M1-M7

Module	Research question
M1 Market indices and breadth	Is the overall market strong, weak, or diverging?
M2 Sector strength and fund flow	Where is capital moving?
M3 Profit effect and limit-up structure	Is positive feedback broad and durable?
M4 Downside and failed-breakout risk	Is risk release expanding?
M5 Holdings and market style	Does the current regime support the watchlist?
M6 Resilient directions	Which areas are holding up better?
M7 Committee synthesis	Available only with --lens all.

Single-lens reports do not create a hidden debate or M7 section. --lens all compresses committee consensus, disagreement, bullish evidence, bearish evidence, and unresolved questions into a final conditional research view. No role can place a trade.

Investor lenses and Method cards

balanced is the default style. The same registry powers young style and /style.

Lens	Focus
buffett	Quality, moat, capital allocation, margin of safety
munger	Mental models, inversion, incentives
graham	Balance sheet, stability, downside protection
klarman	Complexity discount, catalysts, permanent-loss control
lynch	Understandable growth and earnings delivery
o_neil	Earnings acceleration, leadership, price-volume confirmation
wood	Disruptive innovation and long-term penetration
dalio	Macro cycles, diversification, risk balance
soros	Reflexivity, expectation gaps, policy turns
livermore	Trend, pivotal points, disciplined risk control
minervini	Trend templates, leadership, volatility contraction
simons	Testable signals, out-of-sample robustness, costs
duan_yongping	Business model, culture, long-term cash creation
zhang_kun	High-quality business models and free cash flow
feng_liu	Market perception, odds, reversals, marginal change

Use young style list, young style show, young style set <name>, young style clear, or /style list|set|show|clear.

Method cards impose report structure; they are not scores:

• Valuation: DCF-lite, Reverse DCF, Comps, LBO-lite, 3-statement-lite, SOTP-lite.
• Research: earnings review, earnings preview, catalyst calendar, thesis tracking, industry review, news attribution, and holding-risk review.
• Decision: IC Memo, Due Diligence checklist, Porter Five Forces, Unit Economics, VCP, Rebalancing Review.

Profile, portfolio, memory, and diary

Profile supplies the real watchlist used by daily reports. Stock entries can retain explainable market, asset-type, category, evidence, buy-date, and quantity fields.

young profile add-stock 600519 --buy-date 2026-01-15 --quantity 100
young profile add-fund 161725 --buy-date 2026-01-10 --quantity 1000
young profile list
young profile remove-stock 600519
young profile clear

Profile is plain local JSON, not an encrypted credential store. Writes use an atomic replace and .bak recovery; an unrecoverable corrupt file is reported instead of silently replaced.

Portfolio is a lightweight local scratchpad:

young portfolio create core
young portfolio add core 600519 100
young portfolio show core

young portfolio compare currently prints roadmap guidance; it does not yet perform a historical comparison.

• young memory show|list|clear|reset manages long-term chat memory.
• young diary save <date> --text ... and young diary show <date> manage diary snapshots.

Model configuration

young config models is the supported model configuration entry point. Configuration schema v2 is stored under $YOUNG_STOCK_HOME/config.json; when the variable is unset, the default home is ~/.young_stock.

Two Model Transports are available:

• api: an API Provider and optional fallback models.
• subscription-cli: a locally installed and already authenticated codex or claude CLI.

Run young config providers for the current API Provider registry. It includes major hosted providers, Ollama, and an explicit openai-compatible option for custom chat-completions endpoints. Avoid copying a static registry from this README into automation.

export OPENAI_API_KEY="..."
young config models --provider openai --model gpt-4.1 --api-key-env OPENAI_API_KEY
young config models --provider ollama --model llama3.1 --api-base http://localhost:11434/v1
young config models --provider openai-compatible --api-base https://example.com/v1 --model <model-id> --api-key-env MODEL_API_KEY
young config models --list
young config show
young config path

Saving an API model requires --model. --list probes chat-capable candidates and may be slower than a raw model-list request. Coding-only endpoints are rejected for research/chat use.

Configure fallback models with young config models ... --fallback-model X --fallback-model Y. Fallback applies to rate limits, quota, transient service errors, or a clearly unavailable model; authentication and invalid base-URL errors do not rotate models.

Environment-backed keys passed through --api-key-env are resolved in memory and are not copied into local configuration. young config show masks secrets.

The subscription-cli transport runs a local subprocess in a temporary empty directory, sends the prepared Evidence and prompt through standard input, enforces a timeout, and terminates the process group on failure. It does not support remote model listing and requires the selected local CLI to be installed and authenticated first.

MCP and chat

young mcp starts a read-only stdio MCP server with structured tools for quote, indices, market emotion, daily/stock/fund Evidence, news, announcements, research reports, fund flow, and source health.

MCP does not call a model, persist configuration, send messages, change Profile/memory/diary/cache, or expose trading operations.

young chat supports local slash commands and ordinary model-backed conversation. Slash queries can run without a model when their underlying Click command is local/deterministic; ordinary messages require a configured Model Transport. Chat intentionally blocks high-risk maintenance/configuration flows and keeps Profile and memory operations restricted.

CLI	Chat slash
young a	/a
young stock <symbol> [--llm] [--lens ...]	/stock <symbol> [--llm] [--lens ...]
young fund <code> [--llm] [--lens ...]	/fund <code> [--llm] [--lens ...]
young daily [--llm] [--lens ...]	/daily [--llm] [--lens ...]
young news <query>	/news <query>
young report	/report
`young send --dry-run	--yes`
young profile list	/profile list
young memory show	/memory show
`young style list	set
young diagnose	/diagnose

Chat also provides /help, /clear, and /exit. Configuration, installation, portfolio, diary, update, uninstall, and cache maintenance remain CLI-only.

Reports and delivery

young report exports the latest saved Markdown as PDF when the PDF extra is installed. young send --dry-run previews the resolved Markdown/PDF bundle and channel; young send --yes performs the remote send. Calling young send without either flag is rejected.

young config channel add|list|remove manages delivery channels. Feishu supports webhook and app-credential modes.

Install, update, and uninstall

Pick one installation family and keep using it.

uv tool

uv tool install young-stock-cli
uv tool install --upgrade young-stock-cli
uv tool install --force 'young-stock-cli'
uv tool install --upgrade 'young-stock-cli[pdf]'
# From a repository checkout:
uv tool install --force '.[pdf]'
uv tool uninstall young-stock-cli

pip

python3 -m pip install --upgrade young-stock-cli
python3 -m pip install --upgrade 'young-stock-cli[pdf]'
python3 -m pip uninstall -y young-stock-cli

The mirrored helpers are young update and young uninstall. PDF export uses the optional weasyprint extra; the base install remains requests, rich, click, and prompt-toolkit.

Diagnostics, privacy, and troubleshooting

• young diagnose is read-only; young diagnose --json is suitable for support tooling.
• Local state lives under $YOUNG_STOCK_HOME or ~/.young_stock and is not uploaded by default.
• API keys may remain in environment variables and are masked in displayed configuration.
• Rich sources and browser fallback run only when explicitly requested.
• Run diagnostics before reporting a data-source issue.
• For stale data, compare requested_date, as_of, stale status, source, and warnings.
• Ordinary CI excludes tests marked network; live checks must be explicit.

Screenshots and assets

Asset	File
Cover	docs/images/cover.png
Indices demo	docs/images/demo-indices.png
Limit-up pool demo	docs/images/demo-zt-pool.png

License

MIT. See LICENSE.