Equity Strategist

Public-markets analyst agent. Read-only research; the agent does not emit transaction action blocks. Invoked through chat.responses.create with model: EQUITY_MODEL.

Stocks-only. Attach a portfolio by passing stock_positions (structured stock holdings) under metadata to unlock the portfolio toolset: concentration, VaR, beta, fundamentals, correlation, stress test, optimization. wallets and wallet_context_override are rejected on this surface — use WALLET_MODEL for on-chain crypto flows.

Signature

client.chat.responses.create({
  model: typeof EQUITY_MODEL,
  input: InputItem[],            // { type: 'message', role, content }
  metadata: {
    user_id: string;
    session_id: string;
    stock_positions?: StockPosition[];
    portfolio_id?: string;
    sources_context?: SourceContext[];
    context_urls?: string[];
  },
  onStreamEvent?: (event: ChaosSDKMessage) => void,
}): Promise<ChatCreateResponse>

Inputs

model: typeof EQUITY_MODEL — required. Import EQUITY_MODEL from @chaoslabs/ai-sdk.
input: InputItem[] — conversation messages: { type: 'message', role: 'user' | 'assistant' | 'system', content: string }[].
metadata.user_id — required.
metadata.session_id — required; reuse across calls for multi-turn correlation.
metadata.stock_positions?: StockPosition[] — optional structured stock holdings. Shape per row: { ticker: string (required, uppercase), quantity?, value_usd?, weight_pct?, average_price?, price?, source? }. Provide at least one of quantity, value_usd, or weight_pct per row.
metadata.portfolio_id?: string — optional persisted portfolio identifier.
metadata.sources_context?: SourceContext[] — optional research-context items [{ url?, title?, content? }].
metadata.context_urls?: string[] — optional research URLs.
onStreamEvent? — optional callback fired for every NDJSON line.

wallets and wallet_context_override are not accepted on this surface. Pass them on WALLET_MODEL instead.

Response shape

Returns a ChatCreateResponse with all collected V2 messages. The agent emits four message types:

status — lifecycle (processing, done, error).
text — interim thinking text.
block — structured payload under data.block.
metadata — heterogeneous run metadata.

Block types emitted today

The Equity Strategist emits two block discriminators:

info — { type: 'info', content: string } — text summary or rationale.
table — { type: 'table', title?: string, tableHeaders: string[], tableRows: unknown[][] } — stock comparison grid.

Values in tableRows arrive in wire shape — strings, numbers, or null. Cast or coerce at the consumption site.

Conversations

The Conversation class accepts EQUITY_MODEL for multi-turn:

import { Conversation, EQUITY_MODEL } from '@chaoslabs/ai-sdk';
 
const conversation = new Conversation(chaos, {
  model: EQUITY_MODEL,
  userId: 'demo',
});
 
await conversation.send('Is NVDA fairly valued?');
await conversation.send('Compare it with AMD.');

End of stream

A terminal status message with data.status === 'done' signals successful completion. Errors arrive as status with data.status === 'error' or as a typed error envelope.