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Phase 4 of docs/DESIGN.md. Eleven grouped tools (quotes, history, screen,
company, analysis, compare, shareholders, investor holdings, search,
ownership changes, status); ownership_sync is listed only with
--allow-sync. Live results keep the Fetched envelope, errors use the CLI's
{error, code, message} body, and investor tools on an empty database
point at the sync path.
idx-core gains Period/Interval FromStr, Investor::status, a ticker
filter on changes, and Display for ErrorCode (now used by the CLI too).
CLI output and goldens are unchanged.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Roadmap
Open work only. Shipped behavior is described in README.md and docs/;
history lives in git.
Stocks
market summary: IHSG index and market breadthmarket movers: top gainers, losers, and volumemarket sectors: sector performance overviewscreen query "<EXPR>": filter stocks by expressionscreen presets/screen run <PRESET>: built-in screener presets (graduatescreenout ofstocksonly if these grow into a richer workflow)- Multi-period financial statements (today
financialsis single-period)
Workflow
watchlist: named symbol sets usable by other commandsalerts: price alerts with a daemon- CSV/TSV output
- Additional providers (Alpha Vantage, Twelve Data, IDX official)
Agent integration
- Publish
idx-mcp(crates.io, npm, release assets); seedocs/DESIGN.mdphase 5 - JSON Schema export for command output
- Composite
analyzecommand (quote, fundamentals, ownership, sentiment)
Known limits
- Yahoo can return
429from datacenter IPs; requests retry with backoff but can still fail. stocks technicalreports the SMA200 trend as unavailable when fewer than 200 daily candles are returned.- MSN's
low-pescreen returned no priced stocks on 2026-10-14 (upstream; other filters work). - MSN history for IDX is price-only (
1mo,3mo,1y); Yahoo stays the default OHLCV source.