feat(mcp): add stock analysis and portfolio review prompts

src/tools/mod.rs

@@ -73,6 +73,7 @@ mod sharelist;
 mod statement;
 mod support;
 mod trade;
+mod prompts;
 
 /// Helper to build a JSON Schema `Arc<JsonObject>` from a `JsonSchema`-derived
 /// type, suitable for passing to `#[tool(output_schema = ...)]`.
@@ -4060,6 +4061,7 @@ impl ServerHandler for Longbridge {
             rmcp::model::ServerCapabilities::builder()
                 .enable_tools()
                 .enable_resources()
+                .enable_prompts()
                 .build(),
         )
         .with_server_info(rmcp::model::Implementation::new(
@@ -4181,6 +4183,22 @@ impl ServerHandler for Longbridge {
         })
     }
 
+    async fn list_prompts(
+        &self,
+        _request: Option<rmcp::model::PaginatedRequestParams>,
+        _context: rmcp::service::RequestContext<rmcp::RoleServer>,
+    ) -> Result<rmcp::model::ListPromptsResult, rmcp::ErrorData> {
+        Ok(prompts::list_prompts_result())
+    }
+
+    async fn get_prompt(
+        &self,
+        request: rmcp::model::GetPromptRequestParams,
+        _context: rmcp::service::RequestContext<rmcp::RoleServer>,
+    ) -> Result<rmcp::model::GetPromptResult, rmcp::ErrorData> {
+        prompts::get_prompt_result(&request.name)
+    }
+
     async fn list_resources(
         &self,
         _request: Option<rmcp::model::PaginatedRequestParams>,
@@ -4810,6 +4828,16 @@ mod quote_cmd_tests {
         );
     }
 
+    #[test]
+    fn server_info_declares_prompts_capability() {
+        let info = <super::Longbridge as rmcp::ServerHandler>::get_info(&super::Longbridge);
+
+        assert!(
+            info.capabilities.prompts.is_some(),
+            "prompts capability must be advertised after enable_prompts()"
+        );
+    }
+
     /// Measures the speedup of the cached tool list vs. the old rebuild-on-every-call path.
     /// Also benchmarks the actual production hot path (`tools_main_endpoint().to_vec()`).
     ///

src/tools/prompts.rs

@@ -0,0 +1,229 @@
+//! Predefined MCP prompt templates for common investment workflows.
+
+use std::sync::OnceLock;
+
+use rmcp::model::{GetPromptResult, ListPromptsResult, Prompt, PromptMessage, PromptMessageRole};
+
+const NVDA_ANALYSIS_TEXT: &str = "\
+Please analyze NVDA.US comprehensively using the available tools:
+
+1. Recent price action: fetch the latest quote (use `quote`) and 30-day daily candlestick data \
+(use `candlesticks`) to describe the price trend and momentum.
+2. Latest earnings: retrieve the most recent financial report (use `financial_report_latest`) \
+to determine whether NVIDIA beat or missed EPS and revenue estimates versus analyst consensus \
+(use `forecast_eps`).
+3. Profit margins: extract gross margin, operating margin, and net margin from the financial \
+report or financial statement.
+4. Forward guidance: summarize management guidance from the latest report and EPS forecast \
+revisions.
+5. Analyst outlook: retrieve institution ratings (use `institution_rating`) and analyst \
+consensus (use `consensus`) to summarize the current Buy/Hold/Sell distribution and median \
+price target.
+
+Synthesize the above into a concise investment brief for NVDA.US.";
+
+const COMPARE_STOCKS_TEXT: &str = "\
+Please compare AAPL.US, TSLA.US, and NVDA.US across three dimensions to identify the best \
+risk/reward opportunity:
+
+1. Valuation: fetch P/E, P/B, and dividend yield for each stock (use `calc_indexes` or \
+`valuation`).
+2. Revenue growth: retrieve the latest financial reports (use `financial_report_latest`) for \
+each ticker and compute year-over-year revenue growth rates.
+3. Free cash flow: extract operating cash flow and capital expenditures from the latest \
+financial statements (use `financial_statement`) to compute FCF and FCF yield.
+
+Present the results in a comparison table, then conclude with a relative ranking and your view \
+on which stock offers the best risk/reward at current prices.";
+
+const PORTFOLIO_REVIEW_TEXT: &str = "\
+Please review my Longbridge investment portfolio using the available tools:
+
+1. Allocation: fetch my current stock holdings (use `stock_positions`) and fund holdings \
+(use `fund_positions`) to show each position's size and its weight in the total portfolio value.
+2. P&L drivers: use `profit_analysis` to identify which positions are the primary drivers of \
+portfolio gains and losses.
+3. Key risks: flag any positions with high concentration (>20% of total portfolio), significant \
+unrealized losses (>15%), or unusually high beta/volatility.
+4. Overvalued holdings: cross-reference current holdings with valuation metrics (P/E, P/B) via \
+`calc_indexes` or `valuation` to identify any holdings trading at elevated multiples relative \
+to sector peers.
+
+Provide a structured summary with clear sections for each category and actionable observations \
+where relevant.";
+
+/// Returns the static list of all registered prompts.
+pub(crate) fn all_prompts() -> &'static [Prompt] {
+    static PROMPTS: OnceLock<Vec<Prompt>> = OnceLock::new();
+    PROMPTS.get_or_init(|| {
+        vec![
+            Prompt::new(
+                "nvda_analysis",
+                Some("Analyze NVDA.US: recent price action, earnings beat/miss, profit margins, forward guidance, and analyst outlook"),
+                None,
+            ),
+            Prompt::new(
+                "compare_stocks",
+                Some("Compare AAPL.US, TSLA.US, and NVDA.US on valuation, revenue growth, and free cash flow to identify the better buy"),
+                None,
+            ),
+            Prompt::new(
+                "portfolio_review",
+                Some("Review my portfolio: allocation breakdown, key risks, P&L drivers, and potentially overvalued holdings"),
+                None,
+            ),
+        ]
+    })
+}
+
+/// Builds a `GetPromptResult` for the named prompt, or returns an `invalid_params`
+/// error for unknown names.
+pub(crate) fn get_prompt_result(name: &str) -> Result<GetPromptResult, rmcp::ErrorData> {
+    let text = match name {
+        "nvda_analysis" => NVDA_ANALYSIS_TEXT,
+        "compare_stocks" => COMPARE_STOCKS_TEXT,
+        "portfolio_review" => PORTFOLIO_REVIEW_TEXT,
+        _ => {
+            return Err(rmcp::ErrorData::invalid_params("unknown prompt", None));
+        }
+    };
+    Ok(GetPromptResult::new(vec![PromptMessage::new_text(
+        PromptMessageRole::User,
+        text,
+    )]))
+}
+
+/// Returns `ListPromptsResult` with all registered prompts.
+pub(crate) fn list_prompts_result() -> ListPromptsResult {
+    ListPromptsResult::with_all_items(all_prompts().to_vec())
+}
+
+#[cfg(test)]
+mod tests {
+    use super::*;
+
+    #[test]
+    fn all_prompts_returns_three() {
+        assert_eq!(all_prompts().len(), 3, "expected exactly 3 prompts");
+    }
+
+    #[test]
+    fn all_prompts_names_are_correct() {
+        let names: Vec<&str> = all_prompts().iter().map(|p| p.name.as_str()).collect();
+        assert!(
+            names.contains(&"nvda_analysis"),
+            "nvda_analysis must be registered"
+        );
+        assert!(
+            names.contains(&"compare_stocks"),
+            "compare_stocks must be registered"
+        );
+        assert!(
+            names.contains(&"portfolio_review"),
+            "portfolio_review must be registered"
+        );
+    }
+
+    #[test]
+    fn all_prompts_have_non_empty_descriptions() {
+        for prompt in all_prompts() {
+            assert!(
+                prompt
+                    .description
+                    .as_deref()
+                    .is_some_and(|d| !d.is_empty()),
+                "prompt {:?} must have a non-empty description",
+                prompt.name
+            );
+        }
+    }
+
+    #[test]
+    fn all_prompts_have_no_arguments() {
+        for prompt in all_prompts() {
+            assert!(
+                prompt.arguments.as_ref().map_or(true, |a| a.is_empty()),
+                "prompt {:?} should have no arguments",
+                prompt.name
+            );
+        }
+    }
+
+    #[test]
+    fn get_prompt_nvda_analysis_returns_ok() {
+        assert!(
+            get_prompt_result("nvda_analysis").is_ok(),
+            "nvda_analysis must return Ok"
+        );
+    }
+
+    #[test]
+    fn get_prompt_compare_stocks_returns_ok() {
+        assert!(
+            get_prompt_result("compare_stocks").is_ok(),
+            "compare_stocks must return Ok"
+        );
+    }
+
+    #[test]
+    fn get_prompt_portfolio_review_returns_ok() {
+        assert!(
+            get_prompt_result("portfolio_review").is_ok(),
+            "portfolio_review must return Ok"
+        );
+    }
+
+    #[test]
+    fn get_prompt_unknown_returns_error() {
+        assert!(
+            get_prompt_result("unknown_prompt").is_err(),
+            "unknown prompt name must return Err"
+        );
+    }
+
+    #[test]
+    fn nvda_analysis_text_contains_nvda_symbol() {
+        assert!(
+            NVDA_ANALYSIS_TEXT.contains("NVDA.US"),
+            "nvda_analysis text must reference NVDA.US"
+        );
+    }
+
+    #[test]
+    fn compare_stocks_text_references_all_three_tickers() {
+        assert!(
+            COMPARE_STOCKS_TEXT.contains("AAPL.US"),
+            "must reference AAPL.US"
+        );
+        assert!(
+            COMPARE_STOCKS_TEXT.contains("TSLA.US"),
+            "must reference TSLA.US"
+        );
+        assert!(
+            COMPARE_STOCKS_TEXT.contains("NVDA.US"),
+            "must reference NVDA.US"
+        );
+    }
+
+    #[test]
+    fn portfolio_review_text_references_required_tools() {
+        assert!(
+            PORTFOLIO_REVIEW_TEXT.contains("stock_positions"),
+            "must reference stock_positions"
+        );
+        assert!(
+            PORTFOLIO_REVIEW_TEXT.contains("profit_analysis"),
+            "must reference profit_analysis"
+        );
+    }
+
+    #[test]
+    fn list_prompts_result_has_three_items() {
+        let result = list_prompts_result();
+        assert_eq!(
+            result.prompts.len(),
+            3,
+            "list_prompts must return exactly 3 prompts"
+        );
+    }
+}