idx-cli/ROADMAP.md
hermes cda12fe2db feat(mcp): add idx-mcp, a stdio MCP server over idx-core
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>
2026-10-14 18:19:04 +00:00

1.3 KiB

Roadmap

Open work only. Shipped behavior is described in README.md and docs/; history lives in git.

Stocks

  • market summary: IHSG index and market breadth
  • market movers: top gainers, losers, and volume
  • market sectors: sector performance overview
  • screen query "<EXPR>": filter stocks by expression
  • screen presets / screen run <PRESET>: built-in screener presets (graduate screen out of stocks only if these grow into a richer workflow)
  • Multi-period financial statements (today financials is single-period)

Workflow

  • watchlist: named symbol sets usable by other commands
  • alerts: 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); see docs/DESIGN.md phase 5
  • JSON Schema export for command output
  • Composite analyze command (quote, fundamentals, ownership, sentiment)

Known limits

  • Yahoo can return 429 from datacenter IPs; requests retry with backoff but can still fail.
  • stocks technical reports the SMA200 trend as unavailable when fewer than 200 daily candles are returned.
  • MSN's low-pe screen 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.