Stock Valuation MCP Server

# Smart Response 10/10 - Implementation Checklist > Use this checklist to track progress through each phase of the Smart Response improvement roadmap. **Overall Progress**: 0/37 tasks completed (0%) --- ## Phase 1: Foundation (7 tasks) **Target**: 7/10 → 8/10 | **Deadline**: Week 1 | **Status**: 🔴 Not Started ### Task 1.1: Remove Redundant action Field - [ ] Create SmartResponseV2 interface in `src/types/responses.ts` - [ ] Remove `summary.action` from new interface - [ ] Update `formatStockDataResponse` in `setWatchApi.ts` - [ ] Update `formatCompleteValuationResponse` in `setWatchApi.ts` - [ ] Update formatters in `stockValuation.ts` (4 tools) - [ ] Update formatters in `financialStatements.ts` (3 tools) - [ ] Update formatters in `canslim.ts` - [ ] Update formatters in `webTools.ts` (3 tools) - [ ] Run `npm run build` to verify no errors - [ ] Run test suite to ensure no regressions - [ ] Update documentation **Assigned to**: \_\_\_\_\_ | **Estimated**: 2 hours | **Actual**: \_\_\_\_\_ --- ### Task 1.2: Add summary.conclusion - [ ] Add `conclusion: string` to Summary interface - [ ] Create `generateConclusion()` helper function - [ ] Implement conclusion logic for valuation tools - [ ] Implement conclusion logic for data fetching tools - [ ] Implement conclusion logic for screening tools - [ ] Implement conclusion logic for web tools - [ ] Test conclusion quality across all tools - [ ] Refine templates based on testing **Assigned to**: \_\_\_\_\_ | **Estimated**: 3 hours | **Actual**: \_\_\_\_\_ --- ### Task 1.3: Add Numerical Confidence Scores - [ ] Add confidence object to Summary interface: ```typescript confidence: { level: 'Very High' | 'High' | 'Medium' | 'Low' | 'Very Low'; score: number; // 0-1 factors: string[]; } ``` - [ ] Create `calculateConfidence()` function - [ ] Implement confidence calculation for data fetching - [ ] Implement confidence calculation for valuations - [ ] Implement confidence calculation for screening - [ ] Add factor tracking (what affects confidence) - [ ] Test confidence scores across scenarios - [ ] Document confidence methodology **Assigned to**: \_\_\_\_\_ | **Estimated**: 4 hours | **Actual**: \_\_\_\_\_ --- ### Task 1.4: Add summary.input Tracking - [ ] Add `input` object to Summary interface - [ ] Update fetch_stock_data to track input params - [ ] Update complete_valuation to track input params - [ ] Update all valuation tools to track inputs - [ ] Update screening tools to track inputs - [ ] Test input tracking consistency **Assigned to**: \_\_\_\_\_ | **Estimated**: 2 hours | **Actual**: \_\_\_\_\_ --- ### Task 1.5: Structure Warnings with Severity - [ ] Create StructuredWarning interface - [ ] Create warning ID constants (WARN_*) - [ ] Create warning templates for common cases: - [ ] No dividend data - [ ] No FCF data - [ ] Low ROE - [ ] High debt - [ ] Missing data fields - [ ] API errors - [ ] Calculation assumptions - [ ] Update all formatters to use structured warnings - [ ] Test warning severity levels - [ ] Document warning codes **Assigned to**: \_\_\_\_\_ | **Estimated**: 6 hours | **Actual**: \_\_\_\_\_ --- ### Task 1.6: Add data.validation Tracking - [ ] Create DataValidation interface - [ ] Create `trackValidation()` helper function - [ ] Update fetch_stock_data with validation tracking - [ ] Update all data fetching tools - [ ] Update valuation tools - [ ] Test validation output - [ ] Add validation to metadata section **Assigned to**: \_\_\_\_\_ | **Estimated**: 4 hours | **Actual**: \_\_\_\_\_ --- ### Task 1.7: Add presentation.headline - [ ] Add presentation section to SmartResponseV2 - [ ] Create `generateHeadline()` function - [ ] Create `generateHighlights()` function - [ ] Update all tools with presentation data - [ ] Test headline quality - [ ] Verify highlights are 3-5 bullets **Assigned to**: \_\_\_\_\_ | **Estimated**: 3 hours | **Actual**: \_\_\_\_\_ --- **Phase 1 Complete?** ✅ Ready for Phase 2 when all tasks done --- ## Phase 2: Semantic Intelligence (7 tasks) **Target**: 8/10 → 9/10 | **Deadline**: Week 3 | **Status**: ⚪ Not Started ### Task 2.1: Convert keyFindings to Semantic Objects - [ ] Create KeyFinding interface with all fields - [ ] Create `assessMetric()` helper function - [ ] Define assessment thresholds for: - [ ] PE Ratio - [ ] PB Ratio - [ ] ROE - [ ] Debt-to-Equity - [ ] Altman Z-Score - [ ] Piotroski F-Score - [ ] Dividend Yield - [ ] Margins - [ ] Growth rates - [ ] Create semantic keyFindings for fetch_stock_data - [ ] Create semantic keyFindings for PE Band - [ ] Create semantic keyFindings for DDM - [ ] Create semantic keyFindings for DCF - [ ] Create semantic keyFindings for Margin of Safety - [ ] Create semantic keyFindings for complete_valuation - [ ] Create semantic keyFindings for CANSLIM - [ ] Create semantic keyFindings for financial statements - [ ] Test semantic keyFindings across all tools - [ ] Refine assessment logic based on testing **Assigned to**: \_\_\_\_\_ | **Estimated**: 10 hours | **Actual**: \_\_\_\_\_ --- ### Task 2.2: Add Data Freshness Tracking - [ ] Add freshness object to dataQuality interface - [ ] Create `calculateDataAge()` function - [ ] Create `getFreshnessStatus()` function - [ ] Add `calculateNextUpdate()` for cache hints - [ ] Update all tools with freshness tracking - [ ] Test freshness calculations - [ ] Add freshness to confidence factors **Assigned to**: \_\_\_\_\_ | **Estimated**: 4 hours | **Actual**: \_\_\_\_\_ --- ### Task 2.3: Add Data Accuracy Tracking - [ ] Add accuracy object to dataQuality interface - [ ] Create `assessAccuracy()` function per data type - [ ] Track verification status for: - [ ] Price data - [ ] Financial ratios - [ ] Calculated values (EPS, etc.) - [ ] Assumed values (historical data) - [ ] Estimated values (projections) - [ ] Update all tools with accuracy tracking - [ ] Document accuracy methodology **Assigned to**: \_\_\_\_\_ | **Estimated**: 5 hours | **Actual**: \_\_\_\_\_ --- ### Task 2.4: Add Recommendation Drivers - [ ] Create RecommendationDriver interface - [ ] Create `calculateDrivers()` function - [ ] Implement drivers for valuation recommendations - [ ] Implement drivers for screening recommendations - [ ] Add weight calculations for each driver - [ ] Test driver accuracy - [ ] Update all recommendation outputs **Assigned to**: \_\_\_\_\_ | **Estimated**: 6 hours | **Actual**: \_\_\_\_\_ --- ### Task 2.5: Add Conditional Scenarios - [ ] Add scenarios array to recommendations interface - [ ] Create `generateScenarios()` function - [ ] Implement scenarios for PE Band - [ ] Implement scenarios for DDM - [ ] Implement scenarios for DCF - [ ] Implement scenarios for complete_valuation - [ ] Test scenario relevance **Assigned to**: \_\_\_\_\_ | **Estimated**: 5 hours | **Actual**: \_\_\_\_\_ --- ### Task 2.6: Add Risk Assessment - [ ] Create Risk interface - [ ] Create `assessRisks()` function per tool type - [ ] Define risk templates for: - [ ] Valuation assumptions - [ ] Data quality issues - [ ] Market conditions - [ ] Model limitations - [ ] Add risks to all recommendation outputs - [ ] Create risk matrix visualization - [ ] Test risk assessment quality **Assigned to**: \_\_\_\_\_ | **Estimated**: 6 hours | **Actual**: \_\_\_\_\_ --- ### Task 2.7: Track Assumptions Explicitly - [ ] Create Assumption interface - [ ] Document all assumptions per tool: - [ ] PE Band assumptions - [ ] DDM assumptions - [ ] DCF assumptions - [ ] Margin of Safety assumptions - [ ] CANSLIM assumptions - [ ] Create assumption templates - [ ] Add assumptions to all tool outputs - [ ] Review assumptions for completeness **Assigned to**: \_\_\_\_\_ | **Estimated**: 4 hours | **Actual**: \_\_\_\_\_ --- **Phase 2 Complete?** ✅ Ready for Phase 3 when all tasks done --- ## Phase 3: Tool Chaining Intelligence (5 tasks) **Target**: 9/10 → 9.5/10 | **Deadline**: Week 5 | **Status**: ⚪ Not Started ### Task 3.1: Add Related Tools with Parameters - [ ] Create RelatedTool interface - [ ] Map tool dependencies: - [ ] fetch_stock_data → all valuation tools - [ ] calculate_pe_band → complete_valuation - [ ] calculate_ddm → complete_valuation - [ ] calculate_dcf → complete_valuation - [ ] complete_valuation → margin_of_safety - [ ] fetch_income_statement → canslim - [ ] fetch_balance_sheet → financial_health - [ ] fetch_cash_flow_statement → dcf - [ ] Create parameter suggestion logic: - [ ] Extract relevant values from current context - [ ] Generate suggested params for related tools - [ ] Update all tools with relatedTools - [ ] Test parameter suggestions - [ ] Create tool dependency graph visualization **Assigned to**: \_\_\_\_\_ | **Estimated**: 10 hours | **Actual**: \_\_\_\_\_ --- ### Task 3.2: Add Alternative Tools - [ ] Create AlternativeTool interface - [ ] Document alternatives for each tool: - [ ] PE Band alternatives - [ ] DDM alternatives - [ ] DCF alternatives - [ ] CANSLIM alternatives - [ ] complete_valuation alternatives - [ ] Add tradeoffs for each alternative - [ ] Create when-to-use guidelines - [ ] Update context with alternativeTools - [ ] Test alternative recommendations **Assigned to**: \_\_\_\_\_ | **Estimated**: 5 hours | **Actual**: \_\_\_\_\_ --- ### Task 3.3: Structure Suggested Follow-up - [ ] Create FollowUpQuestion interface - [ ] Generate contextual questions for: - [ ] Valuation tools (investment horizon, risk tolerance) - [ ] Screening tools (growth vs value, income vs growth) - [ ] Data fetching (what to analyze next) - [ ] Add question options for quick responses - [ ] Update all tools with structured follow-up - [ ] Test question relevance **Assigned to**: \_\_\_\_\_ | **Estimated**: 4 hours | **Actual**: \_\_\_\_\_ --- ### Task 3.4: Create Tool Dependencies Map - [ ] Create dependency graph data structure - [ ] Document data flow between tools - [ ] Add dependency metadata to each tool: - [ ] requires: what data needed - [ ] provides: what data produced - [ ] conflictsWith: conflicting tools - [ ] Create dependency visualization (diagram) - [ ] Add dependencies to context section - [ ] Test dependency mapping **Assigned to**: \_\_\_\_\_ | **Estimated**: 6 hours | **Actual**: \_\_\_\_\_ --- ### Task 3.5: Enhance Next Steps with Tool/Params - [ ] Create NextStep interface - [ ] Generate next steps for: - [ ] Buy recommendations - [ ] Sell recommendations - [ ] Hold recommendations - [ ] Data fetching results - [ ] Screening results - [ ] Add tool parameters to next steps - [ ] Add priority levels (now/soon/later) - [ ] Update all tools with enhanced nextSteps - [ ] Test next step actionability **Assigned to**: \_\_\_\_\_ | **Estimated**: 6 hours | **Actual**: \_\_\_\_\_ --- **Phase 3 Complete?** ✅ Ready for Phase 4 when all tasks done --- ## Phase 4: Presentation & Polish (7 tasks) **Target**: 9.5/10 → 10/10 | **Deadline**: Week 6 | **Status**: ⚪ Not Started ### Task 4.1: Add Presentation Section - [ ] Create Presentation interface - [ ] Create table generation logic: - [ ] Valuation comparison table - [ ] Key metrics table - [ ] Financial health table - [ ] Historical data table - [ ] Create chart type recommendations: - [ ] Line charts for trends - [ ] Bar charts for comparisons - [ ] Pie charts for composition - [ ] Add presentation to valuation tools - [ ] Add presentation to data fetching tools - [ ] Add presentation to screening tools - [ ] Test presentation quality **Assigned to**: \_\_\_\_\_ | **Estimated**: 8 hours | **Actual**: \_\_\_\_\_ --- ### Task 4.2: Add Formatting Guidelines - [ ] Define formatting standards: - [ ] Currency formatting (฿ with 2 decimals) - [ ] Percentage formatting (1 decimal) - [ ] Ratio formatting (2 decimals) - [ ] Date formatting (ISO, readable) - [ ] Number formatting (thousands separators) - [ ] Create formatter utility functions - [ ] Add Thai locale support - [ ] Create formatting guide document - [ ] Apply formatting to all tools - [ ] Test formatting consistency **Assigned to**: \_\_\_\_\_ | **Estimated**: 3 hours | **Actual**: \_\_\_\_\_ --- ### Task 4.3: Add Feedback Mechanisms - [ ] Add feedback section to response - [ ] Create improvement hint generator - [ ] Track response metadata: - [ ] Model version - [ ] Prompt tokens - [ ] Completion tokens - [ ] Total tokens - [ ] Design feedback collection interface - [ ] Create feedback analysis logic - [ ] Test feedback mechanism **Assigned to**: \_\_\_\_\_ | **Estimated**: 4 hours | **Actual**: \_\_\_\_\_ --- ### Task 4.4: Add Educational Context - [ ] Create learnMore interface - [ ] Add explanations for key concepts: - [ ] PE Band Analysis - [ ] DDM (Dividend Discount Model) - [ ] DCF (Discounted Cash Flow) - [ ] Margin of Safety - [ ] Altman Z-Score - [ ] Piotroski F-Score - [ ] CANSLIM system - [ ] Financial ratios - [ ] Link to relevant resources - [ ] Create concept glossary - [ ] Update context with learnMore - [ ] Test educational value **Assigned to**: \_\_\_\_\_ | **Estimated**: 5 hours | **Actual**: \_\_\_\_\_ --- ### Task 4.5: Optimize Response Size - [ ] Analyze current response sizes - [ ] Identify redundant data: - [ ] Duplicate fields - [ ] Repeated structures - [ ] Unnecessary metadata - [ ] Create size budget per section - [ ] Implement optimization strategies: - [ ] Use references instead of duplication - [ ] Compress arrays - [ ] Remove unused fields - [ ] Test optimization impact - [ ] Document optimization patterns **Assigned to**: \_\_\_\_\_ | **Estimated**: 4 hours | **Actual**: \_\_\_\_\_ --- ### Task 4.6: Create Comprehensive Examples - [ ] Create example for each tool: - [ ] fetch_stock_data - [ ] complete_valuation - [ ] calculate_pe_band - [ ] calculate_ddm - [ ] calculate_dcf - [ ] margin_of_safety - [ ] calculate_canslim_score - [ ] fetch_income_statement - [ ] fetch_balance_sheet - [ ] fetch_cash_flow_statement - [ ] web_search - [ ] web_fetch - [ ] news_search - [ ] Document edge cases: - [ ] No dividend data - [ ] No FCF data - [ ] Missing fields - [ ] API errors - [ ] Create comparison examples (before/after) - [ ] Build example gallery - [ ] Add examples to documentation **Assigned to**: \_\_\_\_\_ | **Estimated**: 8 hours | **Actual**: \_\_\_\_\_ --- ### Task 4.7: Final Documentation & Polish - [ ] Update all type definitions - [ ] Update all tool descriptions - [ ] Create migration guide (V1 → V2) - [ ] Update README with V2 examples - [ ] Create V2 quick start guide - [ ] Update API documentation - [ ] Create video walkthrough (optional) - [ ] Final testing across all tools - [ ] Performance benchmarking - [ ] Security review - [ ] Code cleanup and refactoring - [ ] Add comments to complex logic - [ ] Prepare for release **Assigned to**: \_\_\_\_\_ | **Estimated**: 6 hours | **Actual**: \_\_\_\_\_ --- **Phase 4 Complete?** ✅ **All phases complete - 10/10 achieved!** --- ## 📊 Progress Dashboard ### Overall Completion ``` Phase 1: [ ] 0/7 tasks (0%) Phase 2: [ ] 0/7 tasks (0%) Phase 3: [ ] 0/5 tasks (0%) Phase 4: [ ] 0/7 tasks (0%) ───────────────────────────────── Total: [ ] 0/26 tasks (0%) ``` ### Quality Score Tracker | Phase | Target | Current | Gap | |-------|--------|---------|-----| | Start | 7/10 | 7/10 | 0 | | Phase 1 | 8/10 | -/10 | - | | Phase 2 | 9/10 | -/10 | - | | Phase 3 | 9.5/10 | -/10 | - | | Phase 4 | 10/10 | -/10 | - | ### Task Status Summary - ✅ Completed: 0 - 🟡 In Progress: 0 - ⚪ Not Started: 26 - ❌ Blocked: 0 - ⏸️ Deferred: 0 --- ## 🎯 Milestone Dates | Milestone | Target Date | Actual Date | Status | |-----------|-------------|-------------|--------| | Phase 1 Complete | Week 1 | - | 🔴 Not Started | | Phase 2 Complete | Week 3 | - | 🔴 Not Started | | Phase 3 Complete | Week 5 | - | 🔴 Not Started | | Phase 4 Complete | Week 6 | - | 🔴 Not Started | | 10/10 Launch | Week 6 | - | 🔴 Not Started | --- ## 📝 Notes ### Blockers *Document any blockers preventing task completion* ### Decisions *Document key decisions made during implementation* ### Lessons Learned *Document lessons learned for future reference* ### Risk Register | Risk | Likelihood | Impact | Mitigation | |------|------------|--------|------------| | | | | | --- ## 🔗 Related Documents - [Smart Response 10/10 Guide](SMART_RESPONSE_10X_GUIDE.md) - Full implementation guide - [Type Definitions](src/types/responses.ts) - SmartResponse interfaces - [Tool Formatters](src/tools/) - Response formatting code - [Test Examples](test-smart-response.mjs) - Response examples --- **Checklist Version**: 1.0 **Last Updated**: 2025-01-17 **Next Review**: After Phase 1 completion **Owner**: \_\_\_\_\_