import axios from 'axios';
import { SetWatchData, Tool } from '../types/index.js';
import { API_CONFIG } from '../config/index.js';
import { ToolCategory } from '../types/tool-descriptions.js';
import { SmartResponse, DataQuality, Completeness } from '../types/responses.js';
// =====================================================
// DATA VALIDATION & ERROR HANDLING
// =====================================================
/**
* Validate and normalize stock symbol
*/
function validateSymbol(symbol: string): string {
if (!symbol || typeof symbol !== 'string') {
throw new Error('Symbol must be a non-empty string');
}
// Remove .BK suffix if present and convert to uppercase
const normalized = symbol.replace(/\.BK$/i, '').trim().toUpperCase();
if (normalized.length < 2 || normalized.length > 6) {
throw new Error(`Invalid symbol format: "${symbol}". Thai stock symbols are 2-6 letters (e.g., "ADVANC", "SCB", "KBANK")`);
}
if (!/^[A-Z]+$/.test(normalized)) {
throw new Error(`Invalid symbol: "${symbol}". Must contain only letters`);
}
return normalized;
}
/**
* Validate numeric value and provide default
*/
function safeNumber(value: any, defaultValue: number = 0): number {
if (value === null || value === undefined || isNaN(value)) {
return defaultValue;
}
return Number(value);
}
/**
* Validate that a required numeric value exists
*/
function requireNumber(value: any, fieldName: string, symbol: string): number {
if (value === null || value === undefined || isNaN(value) || value === 0) {
throw new Error(`Invalid ${fieldName} for ${symbol}: value is ${value === null ? 'null' : value === undefined ? 'undefined' : value}. This stock may not have this data available.`);
}
return Number(value);
}
// =====================================================
// API FETCH FUNCTION
// =====================================================
/**
* Fetch stock data from SET Watch API with validation
*/
export async function fetchSetWatchData(symbol: string): Promise<SetWatchData> {
// Validate and normalize symbol
const validatedSymbol = validateSymbol(symbol);
const url = `${API_CONFIG.SET_WATCH.HOST}/mypick/snapStatistics/${validatedSymbol}.BK`;
try {
const response = await axios.get<SetWatchData>(url, {
timeout: API_CONFIG.SET_WATCH.TIMEOUT,
headers: API_CONFIG.SET_WATCH.HEADERS
});
// Validate response data
if (!response.data) {
throw new Error(`Empty response data for ${validatedSymbol}`);
}
return response.data;
} catch (error) {
if (axios.isAxiosError(error)) {
if (error.response?.status === 404) {
throw new Error(`Stock symbol "${validatedSymbol}" not found. Please check the symbol is correct and listed on SET (Thai stock exchange).`);
}
if (error.code === 'ECONNABORTED' || error.message.includes('timeout')) {
throw new Error(`Request timeout for ${validatedSymbol}. The API may be slow or unreachable. Please try again.`);
}
if (error.response?.status === 500) {
throw new Error(`Server error for ${validatedSymbol}. The API is experiencing issues. Please try again later.`);
}
throw new Error(`Failed to fetch data for "${validatedSymbol}": ${error.message}`);
}
throw new Error(`Unexpected error fetching data for "${validatedSymbol}"`);
}
}
// =====================================================
// STOCK DATA FETCHING TOOL
// Fetch comprehensive stock data from SET Watch API
// =====================================================
// Tool to fetch stock data
export const fetchStockDataTool: Tool = {
name: 'fetch_stock_data',
description: `Fetch real-time comprehensive stock data from SET Watch API for Thai stocks listed on the Stock Exchange of Thailand.
**Use Case:** ${ToolCategory.DATA_FETCHING} - Get current stock data including price, ratios, financial metrics, and market data.
**Best For:**
- Thai stock analysis (SET market)
- Getting current stock metrics and ratios
- Preparing data for valuation models
- Quick stock data lookup
- Portfolio data updates
**Inputs:**
- symbol: Stock symbol without .BK suffix (e.g., "ADVANC", "SCB", "KBANK"). Accepts lowercase, uppercase, or with .BK suffix.
**Outputs:**
- symbol: Stock symbol with .BK suffix
- currentPrice: Current market price (calculated from PE × EPS)
- eps: Earnings per share
- dividend: Dividend per share
- marketCap: Market capitalization
- Key Ratios: PE, PB, PS, dividend yield, ROE, beta
- Profitability: Gross margin, operating margin, profit margin
- Financial Health: Current ratio, quick ratio, debt-to-equity
- Scores: Altman Z-Score, Piotroski F-Score
**Data Fields (70+ metrics):**
- Valuation: PE, PB, PS, PEG, EV/EBITDA, EV/Sales, EV/FCF
- Profitability: ROE, ROA, ROIC, margins
- Financial Health: Current ratio, quick ratio, debt-to-equity, interest coverage
- Cash Flow: Operating CF, free CF, FCF yield
- Dividend: Yield, growth, payout ratio, shareholder yield
- Technical: Beta, 52-week change, moving averages, RSI
**Notes:**
- Symbol is automatically validated and converted to uppercase
- Accepts symbols with or without .BK suffix (e.g., "advanc", "ADVANC", "advanc.bk" all work)
- Returns null/0 for missing data fields
**Prerequisites:** None - this is typically the first tool to call
**Related Tools:** complete_valuation, calculate_pe_band, calculate_dcf, calculate_ddm
**DataSource:** ${API_CONFIG.SET_WATCH.HOST}/mypick/snapStatistics/
**ExecutionTime:** 1-3 seconds
**Caching:** 5 minutes TTL (price data changes frequently)`,
inputSchema: {
type: 'object',
properties: {
symbol: {
type: 'string',
description: 'Stock symbol (e.g., "ADVANC", "SCB", "KBANK"). Case-insensitive, .BK suffix optional.'
}
},
required: ['symbol']
},
handler: async (args) => {
const { symbol } = args;
try {
// Fetch data (includes validation)
const data = await fetchSetWatchData(symbol);
// Validate required fields for price calculation
const eps = requireNumber(data.eps, 'EPS', symbol);
const peRatio = requireNumber(data.peRatio, 'PE ratio', symbol);
// Calculate current price from PE ratio and EPS
const currentPrice = peRatio * eps;
// Use safeNumber for optional fields (null becomes 0)
const stockData = {
symbol: `${validateSymbol(symbol)}.BK`,
currentPrice,
eps: eps,
dividend: safeNumber(data.dividendPerShare),
freeCashFlow: safeNumber(data.freeCashFlow),
sharesOutstanding: requireNumber(data.sharesOutstanding, 'shares outstanding', symbol),
marketCap: safeNumber(data.marketCap),
peRatio: peRatio,
pbRatio: safeNumber(data.pbRatio),
psRatio: safeNumber(data.psRatio),
dividendYield: safeNumber(data.dividendYield),
roe: safeNumber(data.returnOnEquity),
beta: safeNumber(data.beta5Y),
debtToEquity: safeNumber(data.debtToEquity),
currentRatio: safeNumber(data.currentRatio),
quickRatio: safeNumber(data.quickRatio),
grossMargin: safeNumber(data.grossMargin),
operatingMargin: safeNumber(data.operatingMargin),
profitMargin: safeNumber(data.profitMargin),
altmanZScore: safeNumber(data.altmanZScore),
piotroskiFScore: safeNumber(data.piotroskiFScore),
rawData: data
};
return formatStockDataResponse(stockData);
} catch (error) {
throw new Error(`Failed to fetch stock data: ${error instanceof Error ? error.message : String(error)}`);
}
}
};
/**
* Format stock data as SmartResponse
*/
function formatStockDataResponse(data: any): SmartResponse<any> {
const { symbol, currentPrice, eps, peRatio, pbRatio, dividendYield, roe, debtToEquity, altmanZScore, piotroskiFScore, beta } = data;
const keyFindings: string[] = [];
const warnings: string[] = [];
// Build key findings
keyFindings.push(`Current Price: ฿${currentPrice.toFixed(2)}`);
keyFindings.push(`PE Ratio: ${peRatio.toFixed(2)} | PB Ratio: ${pbRatio.toFixed(2)}`);
keyFindings.push(`ROE: ${roe.toFixed(1)}% | Dividend Yield: ${dividendYield.toFixed(2)}%`);
keyFindings.push(`Debt-to-Equity: ${debtToEquity.toFixed(2)} | Beta: ${beta.toFixed(2)}`);
// Financial health assessment
if (altmanZScore > 0) {
if (altmanZScore >= 3) {
keyFindings.push(`✓ Strong financial health (Altman Z-Score: ${altmanZScore.toFixed(2)})`);
} else if (altmanZScore >= 1.8) {
warnings.push(`Moderate financial health (Altman Z-Score: ${altmanZScore.toFixed(2)})`);
} else {
warnings.push(`⚠ Weak financial health (Altman Z-Score: ${altmanZScore.toFixed(2)})`);
}
}
// ROE assessment
if (roe > 15) {
keyFindings.push(`✓ Excellent profitability (ROE: ${roe.toFixed(1)}%)`);
} else if (roe < 8) {
warnings.push(`⚠ Low ROE (${roe.toFixed(1)}%)`);
}
// Determine action
let action: 'Buy' | 'Sell' | 'Hold' = 'Hold';
let priority: 'High' | 'Medium' | 'Low' = 'Medium';
let confidence: 'High' | 'Medium' | 'Low' = 'Medium';
if (peRatio > 0) {
if (peRatio < 12 && roe > 15) {
action = 'Buy';
priority = 'Medium';
confidence = 'Medium';
} else if (peRatio > 25) {
action = 'Sell';
priority = 'Medium';
confidence = 'Medium';
}
}
return {
summary: {
title: `Stock Data - ${symbol}`,
what: `Comprehensive stock data and metrics from SET Watch API`,
keyFindings,
action,
confidence
},
data: {
summary: {
symbol,
currentPrice: `฿${currentPrice.toFixed(2)}`,
currency: 'THB',
exchange: 'SET'
},
valuation: {
peRatio,
pbRatio,
dividendYield,
roe
},
health: {
altmanZScore,
piotroskiFScore,
currentRatio: data.currentRatio,
debtToEquity
},
technical: {
beta,
priceChange52W: data.priceChange52W || 0,
rsi: data.rsi || 0
},
rawData: data
},
metadata: {
tool: 'fetch_stock_data',
category: 'Data Fetching',
dataSource: 'SET Watch API',
lastUpdated: new Date().toISOString(),
processingTime: 0,
dataQuality: DataQuality.HIGH,
completeness: Completeness.COMPLETE,
warnings
},
recommendations: {
investment: action,
priority,
reasoning: `Based on PE ratio of ${peRatio.toFixed(2)} and ROE of ${roe.toFixed(1)}%`,
nextSteps: action === 'Buy'
? ['Run valuation models', 'Check financial statements', 'Verify earnings quality']
: action === 'Sell'
? ['Consider taking profits', 'Reassess valuation']
: ['Monitor for entry point', 'Review valuation metrics']
},
context: {
relatedTools: ['complete_valuation', 'calculate_pe_band', 'calculate_dcf', 'calculate_ddm'],
alternativeTools: ['calculate_canslim_score'],
suggestedFollowUp: [
'Run complete valuation for investment decision',
'Check financial statements for details',
'Review technical indicators'
]
}
};
}
// =====================================================
// COMPLETE VALUATION TOOL
// Fetch data and run all valuation models at once
// =====================================================
// Tool to run complete valuation with fetched data
export const completeValuationTool: Tool = {
name: 'complete_valuation',
description: `Fetch stock data and run all major valuation models (PE Band, DDM, DCF) in a single call. Provides comprehensive valuation analysis with overall recommendation.
**Use Case:** ${ToolCategory.VALUATION} - Complete end-to-end stock valuation with multiple models for comprehensive analysis.
**Best For:**
- Comprehensive stock analysis
- Investment decision support
- Quick valuation overview
- Comparing multiple valuation methods
- Generating investment reports
**Inputs:**
- symbol: Stock symbol without .BK suffix (e.g., "PTT", "AOT", "BDMS")
- requiredReturn: Required rate of return for DDM (default: 0.10 = 10%)
- growthRate: Growth rate for DDM and DCF (default: 0.05 = 5%)
- discountRate: Discount rate/WACC for DCF (default: 0.10 = 10%)
- years: Number of years for DCF projection (default: 5)
**Outputs:**
- symbol: Stock symbol with .BK suffix
- currentPrice: Current market price
- lastUpdated: Timestamp of analysis
- data: Key metrics (marketCap, EPS, PE, PB, dividendYield, ROE, beta)
**Valuation Models:**
1. **PE Band Analysis:** Historical PE range valuation
- currentPE, averagePE, minPE, maxPE
- fairValueRange (lower/upper)
- recommendation: Undervalued/Fairly Valued/Overvalued
2. **DDM Valuation:** (if dividend > 0)
- Intrinsic value from Gordon Growth Model
- marginOfSafety
- recommendation: Buy/Hold/Sell
3. **DCF Valuation:**
- 5-year FCF projections
- Terminal value calculation
- NPV and intrinsic value per share
- marginOfSafety
- Year-by-year projections
4. **Margin of Safety:**
- Average intrinsic value across methods
- Overall margin of safety percentage
- riskLevel: Very Low/Low/Medium/High/Very High
- recommendation: Strong Buy/Buy/Hold/Sell/Strong Sell
**Overall Recommendation:**
- Combines signals from all valuation models
- Provides single investment decision
- Includes comprehensive summary
**Workflow:**
1. Fetches stock data from SET Watch API
2. Runs PE Band, DDM (if applicable), DCF valuations
3. Calculates margin of safety
4. Aggregates recommendations
5. Returns comprehensive analysis
**Related Tools:** fetch_stock_data, calculate_margin_of_safety, calculate_financial_health_score
**DataSource:** SET Watch API + Calculated valuations
**ExecutionTime:** 3-5 seconds
**Caching:** 5 minutes TTL`,
inputSchema: {
type: 'object',
properties: {
symbol: {
type: 'string',
description: 'Stock symbol without .BK suffix (e.g., "ADVANC" for ADVANC.BK)'
},
requiredReturn: {
type: 'number',
description: 'Required rate of return for DDM (as decimal, e.g., 0.1 for 10%)',
default: 0.1
},
growthRate: {
type: 'number',
description: 'Growth rate for DDM and DCF (as decimal, e.g., 0.05 for 5%)',
default: 0.05
},
discountRate: {
type: 'number',
description: 'Discount rate/WACC for DCF (as decimal, e.g., 0.1 for 10%)',
default: 0.1
},
years: {
type: 'number',
description: 'Number of years for DCF projection',
default: 5
}
},
required: ['symbol']
},
handler: async (args) => {
const {
symbol,
requiredReturn = 0.1,
growthRate = 0.05,
discountRate = 0.1,
years = 5
} = args;
try {
// Fetch stock data (includes validation)
const stockData = await fetchSetWatchData(symbol);
// Validate required fields for calculations
const eps = requireNumber(stockData.eps, 'EPS', symbol);
const peRatio = requireNumber(stockData.peRatio, 'PE ratio', symbol);
const sharesOutstanding = requireNumber(stockData.sharesOutstanding, 'shares outstanding', symbol);
const currentPrice = peRatio * eps;
const validatedSymbol = validateSymbol(symbol);
const results: any = {
symbol: `${validatedSymbol}.BK`,
currentPrice,
lastUpdated: new Date().toISOString(),
data: {
marketCap: safeNumber(stockData.marketCap),
eps: eps,
peRatio: peRatio,
pbRatio: safeNumber(stockData.pbRatio),
dividendYield: safeNumber(stockData.dividendYield),
roe: safeNumber(stockData.returnOnEquity),
beta: safeNumber(stockData.beta5Y)
},
valuations: {}
};
// 1. PE Band Analysis
// Use default historical PEs for Thai market
const historicalPEs = [8, 10, 12, 15, 18, 20, 22, 25, 15, 13, 11, 9];
const currentPE = currentPrice / eps;
const avgPE = historicalPEs.reduce((a, b) => a + b, 0) / historicalPEs.length;
const minPE = Math.min(...historicalPEs);
const maxPE = Math.max(...historicalPEs);
const fairValueLower = minPE * eps;
const fairValueUpper = maxPE * eps;
let peRecommendation: 'Undervalued' | 'Fairly Valued' | 'Overvalued';
if (currentPrice < fairValueLower) {
peRecommendation = 'Undervalued';
} else if (currentPrice > fairValueUpper) {
peRecommendation = 'Overvalued';
} else {
peRecommendation = 'Fairly Valued';
}
results.valuations.peBand = {
currentPE,
averagePE: avgPE,
minPE,
maxPE,
fairValueRange: { lower: fairValueLower, upper: fairValueUpper },
recommendation: peRecommendation
};
// 2. DDM Valuation (if dividend > 0)
const dividendPerShare = safeNumber(stockData.dividendPerShare);
if (dividendPerShare > 0) {
const d1 = dividendPerShare * (1 + growthRate);
const ddmIntrinsicValue = d1 / (requiredReturn - growthRate);
const marginOfSafety = ((currentPrice - ddmIntrinsicValue) / ddmIntrinsicValue) * 100;
let ddmRecommendation: 'Buy' | 'Hold' | 'Sell';
if (marginOfSafety < -20) {
ddmRecommendation = 'Buy';
} else if (marginOfSafety > 20) {
ddmRecommendation = 'Sell';
} else {
ddmRecommendation = 'Hold';
}
results.valuations.ddm = {
dividend: dividendPerShare,
requiredReturn,
growthRate,
intrinsicValue: ddmIntrinsicValue,
marginOfSafety,
recommendation: ddmRecommendation
};
} else {
results.valuations.ddm = {
note: 'No dividend - DDM not applicable',
dividend: 0
};
}
// 3. DCF Valuation
const projections = [];
const freeCashFlow = safeNumber(stockData.freeCashFlow);
let dcfRecommendation: 'Buy' | 'Hold' | 'Sell' | 'N/A' = 'N/A';
let dcfIntrinsicValue: number | null = null;
// Skip DCF if no FCF data
if (freeCashFlow > 0) {
let projectedFCF = freeCashFlow;
let npv = 0;
for (let year = 1; year <= years; year++) {
projectedFCF *= (1 + growthRate);
const presentValue = projectedFCF / Math.pow(1 + discountRate, year);
npv += presentValue;
projections.push({
year,
fcf: projectedFCF,
presentValue
});
}
const terminalGrowthRate = 0.025; // 2.5% terminal growth
const terminalFCF = projectedFCF * (1 + terminalGrowthRate);
const terminalValue = terminalFCF / (discountRate - terminalGrowthRate);
const terminalPresentValue = terminalValue / Math.pow(1 + discountRate, years);
const totalNPV = npv + terminalPresentValue;
dcfIntrinsicValue = totalNPV / sharesOutstanding;
const dcfMarginOfSafety = ((currentPrice - dcfIntrinsicValue) / dcfIntrinsicValue) * 100;
if (dcfMarginOfSafety < -20) {
dcfRecommendation = 'Buy';
} else if (dcfMarginOfSafety > 20) {
dcfRecommendation = 'Sell';
} else {
dcfRecommendation = 'Hold';
}
results.valuations.dcf = {
freeCashFlow: freeCashFlow,
growthRate,
discountRate,
terminalGrowthRate,
intrinsicValue: dcfIntrinsicValue,
marginOfSafety: dcfMarginOfSafety,
npv: totalNPV,
recommendation: dcfRecommendation,
projections
};
} else {
results.valuations.dcf = {
note: 'No free cash flow data - DCF not applicable',
freeCashFlow: 0,
recommendation: 'N/A'
};
}
// Overall Recommendation
const recommendations = [];
recommendations.push(peRecommendation === 'Undervalued' ? 'Buy' : peRecommendation === 'Overvalued' ? 'Sell' : 'Hold');
if (dividendPerShare > 0 && results.valuations.ddm.recommendation) {
recommendations.push(results.valuations.ddm.recommendation);
}
if (dcfRecommendation !== 'N/A') {
recommendations.push(dcfRecommendation);
}
const buys = recommendations.filter(r => r === 'Buy').length;
const sells = recommendations.filter(r => r === 'Sell').length;
let overallRecommendation: 'Buy' | 'Hold' | 'Sell';
if (buys > sells) {
overallRecommendation = 'Buy';
} else if (sells > buys) {
overallRecommendation = 'Sell';
} else {
overallRecommendation = 'Hold';
}
// Calculate average intrinsic value and margin of safety
const peIntrinsicValue = avgPE * eps;
const intrinsicValues = [peIntrinsicValue];
if (results.valuations.ddm && results.valuations.ddm.intrinsicValue) {
intrinsicValues.push(results.valuations.ddm.intrinsicValue);
}
if (dcfIntrinsicValue !== null) {
intrinsicValues.push(dcfIntrinsicValue);
}
const averageIntrinsicValue = intrinsicValues.reduce((a, b) => a + b, 0) / intrinsicValues.length;
const averageMarginOfSafety = ((averageIntrinsicValue - currentPrice) / averageIntrinsicValue) * 100;
// Margin of Safety analysis
let mosRecommendation: 'Strong Buy' | 'Buy' | 'Hold' | 'Sell' | 'Strong Sell';
let mosRiskLevel: 'Very Low' | 'Low' | 'Medium' | 'High' | 'Very High';
if (averageMarginOfSafety >= 50) {
mosRecommendation = 'Strong Buy';
mosRiskLevel = 'Very Low';
} else if (averageMarginOfSafety >= 30) {
mosRecommendation = 'Buy';
mosRiskLevel = 'Low';
} else if (averageMarginOfSafety >= 10) {
mosRecommendation = 'Hold';
mosRiskLevel = 'Medium';
} else if (averageMarginOfSafety >= -10) {
mosRecommendation = 'Sell';
mosRiskLevel = 'High';
} else {
mosRecommendation = 'Strong Sell';
mosRiskLevel = 'Very High';
}
results.valuations.marginOfSafety = {
averageIntrinsicValue,
marginOfSafety: averageMarginOfSafety,
recommendation: mosRecommendation,
riskLevel: mosRiskLevel,
analysis: `Average intrinsic value across methods: ${averageIntrinsicValue.toFixed(2)}.
Current margin of safety: ${averageMarginOfSafety.toFixed(1)}%.
This suggests the stock is ${mosRecommendation.toLowerCase()} with ${mosRiskLevel.toLowerCase()} risk.`
};
results.overallRecommendation = overallRecommendation;
results.summary = {
peBand: peRecommendation,
ddm: results.valuations.ddm.recommendation || 'N/A',
dcf: dcfRecommendation,
marginOfSafety: mosRecommendation,
overall: overallRecommendation
};
return formatCompleteValuationResponse(results);
} catch (error) {
throw new Error(`Failed to run complete valuation: ${error instanceof Error ? error.message : String(error)}`);
}
}
};
/**
* Format complete valuation as SmartResponse
*/
function formatCompleteValuationResponse(data: any): SmartResponse<any> {
const { symbol, currentPrice, valuations, overallRecommendation, summary, lastUpdated } = data;
const keyFindings: string[] = [];
const warnings: string[] = [];
// Build key findings from each valuation
const peBand = valuations.peBand;
if (peBand) {
const status = peBand.recommendation === 'Undervalued' ? 'Undervalued' : peBand.recommendation === 'Overvalued' ? 'Overvalued' : 'Fairly Valued';
keyFindings.push(`PE Band: ${status} (PE: ${peBand.currentPE.toFixed(1)})`);
}
const ddm = valuations.ddm;
if (ddm && ddm.recommendation !== 'N/A') {
keyFindings.push(`DDM: ${ddm.recommendation} (Intrinsic: ฿${ddm.intrinsicValue?.toFixed(2)})`);
} else if (ddm && ddm.note) {
warnings.push('DDM: No dividend data available');
}
const dcf = valuations.dcf;
if (dcf && dcf.recommendation && dcf.recommendation !== 'N/A') {
keyFindings.push(`DCF: ${dcf.recommendation} (Intrinsic: ฿${dcf.intrinsicValue?.toFixed(2)})`);
} else if (dcf && dcf.note) {
warnings.push('DCF: No free cash flow data available');
}
const mos = valuations.marginOfSafety;
if (mos) {
keyFindings.push(`Margin of Safety: ${mos.marginOfSafety?.toFixed(1)}% (${mos.recommendation})`);
keyFindings.push(`Risk Level: ${mos.riskLevel}`);
}
// Determine action
let action: 'Buy' | 'Sell' | 'Hold' | 'Avoid' = 'Hold';
let priority: 'High' | 'Medium' | 'Low' = 'Medium';
let confidence: 'High' | 'Medium' | 'Low' = 'Medium';
if (overallRecommendation === 'Buy') {
action = 'Buy';
priority = 'Medium';
confidence = 'Medium';
} else if (overallRecommendation === 'Sell') {
action = 'Sell';
priority = 'Medium';
confidence = 'Medium';
} else {
action = 'Hold';
priority = 'Low';
confidence = 'Low';
}
// Boost confidence if margin of safety is strong
if (mos && mos.marginOfSafety >= 30) {
confidence = 'High';
priority = 'High';
}
return {
summary: {
title: `Complete Valuation - ${symbol}`,
what: `Comprehensive valuation using PE Band, DDM, DCF, and Margin of Safety`,
keyFindings,
action,
confidence
},
data: {
symbol,
currentPrice,
lastUpdated,
valuations,
summary
},
metadata: {
tool: 'complete_valuation',
category: 'Valuation',
dataSource: 'SET Watch API + Calculated Valuations',
lastUpdated: lastUpdated || new Date().toISOString(),
processingTime: 0,
dataQuality: warnings.length === 0 ? DataQuality.HIGH : DataQuality.MEDIUM,
completeness: Completeness.COMPLETE,
warnings
},
recommendations: {
investment: action,
priority,
reasoning: `${overallRecommendation} based on ${Object.values(valuations).filter(v => v !== null).length} valuation methods`,
nextSteps: action === 'Buy'
? ['Verify intrinsic value assumptions', 'Check financial health', 'Consider position sizing']
: action === 'Sell'
? ['Consider taking profits', 'Reassess valuation assumptions']
: ['Wait for better entry point', 'Monitor valuation changes']
},
context: {
relatedTools: ['fetch_stock_data', 'calculate_margin_of_safety', 'calculate_pe_band', 'calculate_dcf', 'calculate_ddm'],
alternativeTools: ['calculate_canslim_score'],
suggestedFollowUp: [
'Review financial statements for details',
'Check management commentary',
'Monitor technical indicators'
]
}
};
}
