dsh-finance

Financial research and portfolio risk workflow tools for DeepSeek Harness.

This plugin adapts the structure of Claude financial research plugins, especially the skill-heavy Bigdata.com Claude plugin pattern, into a native DSH bundle:

• a DSH dsh.bundle.patch entry in package.json
• a cordis.patch.yml layer
• bundled finance skills
• DSH tools registered through @deepseek-ai/dsh-tools

It does not ship a market-data provider. The tools are designed to make the agent plan, cite, and bound financial work without inventing current prices, estimates, filings, or brokerage facts.

简体中文

Tools

• finance_research_workflow creates a source-backed workflow for:
  • company briefs
  • investment memos
  • valuation snapshots
  • risk assessments
  • earnings quality checks
  • catalyst monitors
  • sector maps
  • macro or country reviews
• portfolio_risk_snapshot computes exposure and control flags from user-supplied positions, NAV, cash, and optional sector data.

Bundled Skills

• dsh-finance-research routes finance requests into the right workflow and enforces current-source discipline.
• dsh-portfolio-risk reviews user-provided portfolio data for gross/net exposure, concentration, cash, and control breaches.

Install

Install from GitHub into the DSH web profile:

dsh plugin --profile web add github:zhang787jun/dsh-finance

Restart DSH:

dsh web

For local development from this checkout:

pnpm install
pnpm run check
dsh plugin --profile web add .

Example

Ask DSH:

Build a valuation snapshot workflow for MSFT. Use current sources only.

Or provide portfolio inputs:

{
  "netLiquidation": 100000,
  "cash": 4000,
  "positions": [
    { "symbol": "MSFT", "marketValue": 30000, "sector": "Technology" },
    { "symbol": "GOOGL", "marketValue": 25000, "sector": "Communication Services" },
    { "symbol": "SMH", "marketValue": 20000, "sector": "Technology" }
  ]
}

The plugin will calculate control flags, but the data itself must come from the user, a broker snapshot, or a cited source.

Safety Model

Financial and market data changes quickly. This plugin deliberately requires dated sources for market-sensitive claims and carries unavailable data as an explicit limitation.

It is for research assistance only. It is not investment, legal, tax, or accounting advice and is not a recommendation to buy, sell, or hold any security.

Development

pnpm install
pnpm run typecheck
pnpm run test
pnpm run build
pnpm run check

pnpm run check runs typecheck, tests, build, and npm pack --dry-run.

Community

This repo uses the dsh-plugin GitHub topic so it can be discovered by DSH plugin search tools and the broader DSH plugin community.

License

MIT