MaverickMCP

## 📋 Pull Request Summary **Brief description of changes:** A concise description of what this PR accomplishes. **Related issue(s):** - Fixes #(issue) - Closes #(issue) - Addresses #(issue) ## 💰 Financial Disclaimer Acknowledgment - [ ] I understand this is educational software and not financial advice - [ ] Any financial analysis features include appropriate disclaimers - [ ] This PR maintains the educational/personal-use focus of the project ## 🔄 Type of Change - [ ] 🐛 Bug fix (non-breaking change that fixes an issue) - [ ] ✨ New feature (non-breaking change that adds functionality) - [ ] 💥 Breaking change (fix or feature that would cause existing functionality to not work as expected) - [ ] 📚 Documentation update (improvements to documentation) - [ ] 🔧 Refactor (code changes that neither fix bugs nor add features) - [ ] ⚡ Performance improvement - [ ] 🧹 Chore (dependencies, build tools, etc.) ## 🎯 Component Areas **Primary areas affected:** - [ ] Data fetching (Tiingo, Yahoo Finance, FRED) - [ ] Technical analysis calculations - [ ] Stock screening strategies - [ ] Portfolio analysis and optimization - [ ] MCP server/tools implementation - [ ] Database operations and models - [ ] Caching (Redis/in-memory) - [ ] Claude Desktop integration - [ ] Development tools and setup - [ ] Documentation and examples ## 🔧 Implementation Details **Technical approach:** Describe the technical approach and any architectural decisions. **Key changes:** - Changed X to improve Y - Added new function Z for feature A - Refactored B to better handle C **Dependencies:** - [ ] No new dependencies added - [ ] New dependencies added (list below) - [ ] Dependencies removed (list below) **New dependencies added:** - package-name==version (reason for adding) ## 🧪 Testing **Testing performed:** - [ ] Unit tests added/updated - [ ] Integration tests added/updated - [ ] Manual testing completed - [ ] Tested with Claude Desktop - [ ] Tested with different data sources - [ ] Performance testing completed **Test scenarios covered:** - [ ] Happy path functionality - [ ] Error handling and edge cases - [ ] Data validation and sanitization - [ ] API rate limiting compliance - [ ] Database operations - [ ] Cache behavior **Manual testing:** ```bash # Commands used for testing make test make test-integration # etc. ``` ## 📊 Financial Analysis Impact **Financial calculations:** - [ ] No financial calculations affected - [ ] New financial calculations added (validated for accuracy) - [ ] Existing calculations modified (thoroughly tested) - [ ] All calculations include appropriate disclaimers **Data providers:** - [ ] No data provider changes - [ ] New data provider integration - [ ] Existing provider modifications - [ ] Rate limiting compliance verified **Market data handling:** - [ ] Historical data processing - [ ] Real-time data integration - [ ] Technical indicator calculations - [ ] Screening algorithm changes ## 🔒 Security Considerations **Security checklist:** - [ ] No hardcoded secrets or credentials - [ ] Input validation implemented - [ ] Error handling doesn't leak sensitive information - [ ] API keys handled securely via environment variables - [ ] SQL injection prevention verified - [ ] Rate limiting respected for external APIs ## 📚 Documentation **Documentation updates:** - [ ] Code comments added/updated - [ ] README.md updated (if needed) - [ ] API documentation updated - [ ] Examples/tutorials added - [ ] Financial disclaimers included where appropriate **Breaking changes documentation:** - [ ] No breaking changes - [ ] Breaking changes documented in PR description - [ ] Migration guide provided - [ ] CHANGELOG.md updated ## ✅ Pre-submission Checklist **Code quality:** - [ ] Code follows the project style guide - [ ] Self-review of code completed - [ ] Tests added/updated and passing - [ ] No linting errors (`make lint`) - [ ] Type checking passes (`make typecheck`) - [ ] All tests pass (`make test`) **Financial software standards:** - [ ] Financial disclaimers included where appropriate - [ ] No investment advice or guarantees provided - [ ] Educational purpose maintained - [ ] Data accuracy considerations documented - [ ] Risk warnings included for relevant features **Community standards:** - [ ] PR title is descriptive and follows convention - [ ] Description clearly explains the changes - [ ] Related issues are linked - [ ] Screenshots/examples included (if applicable) - [ ] Ready for review ## 📸 Screenshots/Examples **Before and after (if applicable):** <!-- Add screenshots, CLI output, or code examples --> **New functionality examples:** ```python # Example of new feature usage result = new_function(symbol="AAPL", period=20) print(result) ``` ## 🤝 Review Guidance **Areas needing special attention:** - Focus on X because of Y - Pay attention to Z implementation - Verify A works correctly with B **Questions for reviewers:** - Does the implementation approach make sense? - Are there any security concerns? - Is the documentation clear and complete? - Any suggestions for improvement? ## 🚀 Deployment Notes **Environment considerations:** - [ ] No environment changes required - [ ] New environment variables needed (documented) - [ ] Database migrations required - [ ] Cache invalidation needed **Rollback plan:** - [ ] Changes are fully backward compatible - [ ] Database migrations are reversible - [ ] Rollback steps documented below **Rollback steps (if needed):** 1. Step 1 2. Step 2 ## 🎓 Educational Impact **Learning value:** - What financial concepts does this help teach? - How does this improve the developer experience? - What new capabilities does this enable for users? **Community benefit:** - Who will benefit from these changes? - How does this advance the project's educational mission? - Any potential for broader community impact? --- **Additional Notes:** Any other information that would be helpful for reviewers.