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Watchlist & Alerts

manage_watchlist

Manage persistent watchlists (YAML-backed at ~/.config/fin-toolkit/watchlists.yaml).

action: "add"       # add, remove, list, show
watchlist: "default"
ticker: "AAPL"
notes: "Core holding"

Actions:

  • add — add ticker to watchlist with optional notes
  • remove — remove ticker from watchlist
  • list — list all watchlists
  • show — show tickers in a specific watchlist

set_alert

Set a metric-based alert on a ticker in a watchlist.

watchlist: "default"
ticker: "AAPL"
metric: "pe_ratio"    # pe_ratio, roe, rsi, volatility_30d, etc.
operator: ">"
threshold: 25
label: "High P/E warning"

Alert metrics are routed to the appropriate data source:

  • KeyMetrics: pe_ratio, roe, pb_ratio, ev_ebitda, fcf_yield, dividend_yield, debt_to_equity, current_ratio
  • RiskResult: volatility_30d, volatility_90d, var_95, var_99
  • TechnicalResult: rsi, ema_20, ema_50, ema_200

check_watchlist

Check a watchlist for triggered alerts. Fetches current data and evaluates all configured alerts.

watchlist: "default"

Returns a list of triggered alerts with current values and configured thresholds.