IB Analytics MCP Server

"""CLI for running analysis""" import typer from rich.console import Console from ib_sec_mcp.analyzers import ( BondAnalyzer, CostAnalyzer, PerformanceAnalyzer, RiskAnalyzer, TaxAnalyzer, ) from ib_sec_mcp.core.parsers import XMLParser, detect_format from ib_sec_mcp.reports.console import ConsoleReport from ib_sec_mcp.utils.config import Config app = typer.Typer(help="Run portfolio analysis") console = Console() @app.command() def analyze( data_file: str = typer.Argument(..., help="Path to XML data file"), analyzers: list[str] | None = typer.Option( # noqa: B008 None, "--analyzer", "-a", help="Specific analyzer to run (performance, cost, bond, tax, risk). Can specify multiple times.", ), all_analyzers: bool = typer.Option( False, "--all", help="Run all available analyzers", ), tax_rate: float = typer.Option( 0.30, "--tax-rate", "-t", help="Tax rate for estimates (default: 0.30)", ), output: str | None = typer.Option( None, "--output", "-o", help="Save report to file", ), ) -> None: """ Analyze trading data Examples: # Run all analyzers ib-analyze data.xml --all # Run specific analyzer ib-analyze data.xml --analyzer performance # Run multiple analyzers ib-analyze data.xml -a performance -a cost -a bond """ # Load config Config.load() # Read data file console.print(f"\n📂 Loading data from {data_file}...\n", style="bold blue") try: with open(data_file) as f: xml_data = f.read() except FileNotFoundError as e: console.print(f"✗ File not found: {data_file}", style="bold red") raise typer.Exit(code=1) from e # Parse data console.print("📊 Parsing XML data...\n", style="bold blue") # Extract dates from filename or use defaults from datetime import date from_date = date(2025, 1, 1) to_date = date.today() try: # Validate XML format detect_format(xml_data) # Raises ValueError if not XML # Parse XML data accounts = XMLParser.to_accounts(xml_data, from_date, to_date) if not accounts: raise ValueError("No accounts found in XML file") account = list(accounts.values())[0] # Use first account console.print(f"✓ Loaded account {account.account_id}\n", style="green") except Exception as e: console.print(f"✗ Error parsing data: {e}", style="bold red") raise typer.Exit(code=1) from e # Determine which analyzers to run if all_analyzers: analyzer_names = ["performance", "cost", "bond", "tax", "risk"] elif analyzers: analyzer_names = analyzers else: # Default: run performance analyzer analyzer_names = ["performance"] console.print(f"🔍 Running analyzers: {', '.join(analyzer_names)}\n", style="bold blue") # Run analyzers results = [] for analyzer_name in analyzer_names: console.print(f"Running {analyzer_name} analyzer...", style="cyan") try: analyzer: PerformanceAnalyzer | CostAnalyzer | BondAnalyzer | TaxAnalyzer | RiskAnalyzer if analyzer_name == "performance": analyzer = PerformanceAnalyzer(account=account) elif analyzer_name == "cost": analyzer = CostAnalyzer(account=account) elif analyzer_name == "bond": analyzer = BondAnalyzer(account=account) elif analyzer_name == "tax": from decimal import Decimal analyzer = TaxAnalyzer(account=account, tax_rate=Decimal(str(tax_rate))) elif analyzer_name == "risk": analyzer = RiskAnalyzer(account=account) else: console.print(f" ✗ Unknown analyzer: {analyzer_name}", style="yellow") continue result = analyzer.analyze() results.append(result) console.print(f" ✓ {analyzer_name} complete", style="green") except Exception as e: console.print(f" ✗ Error: {e}", style="red") # Generate report console.print("\n" + "=" * 80 + "\n", style="bold") report = ConsoleReport(results) report.render() # Save if requested if output: report.save(output) console.print(f"\n💾 Report saved to {output}", style="bold green") if __name__ == "__main__": app()