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Finance Agent

AI-powered personal investment assistant desktop application.


MUST READ Before Any Work

Required Skills

Always load these skills when working on this project:

Skill Purpose Trigger
pi-coding-agent Pi Agent extension development Tool/extension work
craft-agent-template Electron + React + Tailwind patterns Frontend/architecture
LongBridge skill LongBridge CLI integration Market data queries

Install LongBridge skill:

npx skills add longbridge/developers -g -y

Critical Rules

  1. LongBridge CLI is user-installed — NEVER bundle it in the app
  2. Symbol validation — Validate with /^[A-Z0-9]{1,5}\.(US|HK|SG|SH|SZ|HAS)$/ before exec
  3. Use execa array params — Never string concatenation for commands
  4. Session isolation — Use atomFamily for per-session state

Required Setup (User Must Do)

# Install LongBridge CLI
curl -sSL https://open.longbridge.com/longbridge/longbridge-terminal/install | sh
longbridge auth login

Quick Commands

bun install          # Install dependencies
bun run dev          # Start development
bun run build         # Build project
bun run typecheck     # Type check

Project Structure

finagent/
├── packages/
│   ├── longbridge-tools/   # CLI wrapper (executor, validator)
│   ├── pi-extension/        # Pi Agent tools (get_quote, get_portfolio)
│   └── ui/                   # React components
└── apps/
    └── electron/            # Desktop app

Detailed Documentation (On-Demand)

Need Document
Full requirements docs/PRD.md
System architecture docs/architecture.md
LongBridge setup docs/longbridge-skill-setup.md
CLI command reference docs/api-reference.md
Coding patterns docs/coding-guide.md
Pi Agent skill ~/.claude/skills/pi-coding-agent/SKILL.md
Electron patterns ~/.claude/skills/craft-agent-template/SKILL.md

Verification Before Completion

  • TypeScript passes (bun run typecheck)
  • Symbol validation before any LongBridge call
  • execa uses array parameters (no shell injection)
  • Error handling covers: not installed, timeout, invalid symbol

Getting Help

  1. LongBridge integrationdocs/longbridge-skill-setup.md
  2. Pi Agent toolsdocs/coding-guide.md + pi-coding-agent skill
  3. UI/Architecturecraft-agent-template skill
  4. Ask for clarification → Don't guess