fintool — Financial Trading Skill

A suite of CLI tools for market intelligence and trading across multiple exchanges. Each exchange has its own binary.

Tools

Binary	Purpose	Path
fintool	Market intelligence (quotes, news, SEC filings)	{baseDir}/scripts/fintool
hyperliquid	Hyperliquid trading (spot, perp, HIP-3, deposits)	{baseDir}/scripts/hyperliquid
binance	Binance trading (spot, perp, deposits)	{baseDir}/scripts/binance
coinbase	Coinbase trading (spot, deposits)	{baseDir}/scripts/coinbase
okx	OKX trading (spot, perp, deposits, withdrawals)	{baseDir}/scripts/okx
polymarket	Polymarket prediction markets	{baseDir}/scripts/polymarket
backtest	Historical simulation + forward PnL (no keys needed)	{baseDir}/scripts/backtest

• Config: ~/.fintool/config.toml
• Mode: Always use JSON mode — <binary> --json '<JSON>'. All input and output is structured JSON.
• No exchange field: Each binary handles one exchange. No "exchange" parameter needed.

Setup Check (MANDATORY — do this FIRST)

Before running any command, verify the user's configuration:

cat ~/.fintool/config.toml 2>/dev/null

If the file doesn't exist, run:

{baseDir}/scripts/fintool --json '{"command":"init"}'

Check for these requirements:

1. OpenAI API key — Required for enriched quotes (trend/momentum analysis).

   • Look for: openai_api_key = "sk-..." (uncommented) in [api_keys]
   • If missing: Ask the user for their OpenAI API key, or tell them to add it to ~/.fintool/config.toml under [api_keys]

2. At least one exchange — Required for trading commands.

   • Hyperliquid: private_key or wallet_json + wallet_passcode in [wallet] (spot + perps)
   • Binance: binance_api_key + binance_api_secret in [api_keys] (spot + perps)
   • Coinbase: coinbase_api_key + coinbase_api_secret in [api_keys] (spot only)
   • OKX: okx_api_key + okx_secret_key + okx_passphrase in [api_keys] (spot + perps)
   • Polymarket: Uses wallet.private_key (same as Hyperliquid) for prediction market trading
   • If none configured: Ask the user which exchange they want to use and request the credentials.

Exception — backtest: The backtest binary requires no configuration — no API keys, no wallet. It uses public Yahoo Finance and CoinGecko data. You can use it immediately.

If the user provides credentials, edit ~/.fintool/config.toml directly to add them.

Exchange Capabilities

Feature	hyperliquid	binance	coinbase	okx	polymarket	backtest
Spot orders	buy, sell	buy, sell	buy, sell	buy, sell	—	simulated buy/sell
Perp orders	perp buy/sell	perp buy/sell	—	perp buy/sell	—	simulated perp buy/sell
Prediction markets	—	—	—	—	buy, sell, list, quote	—
Orderbook	spot + perp	spot + perp	spot	spot + perp	—	—
Deposit	Unit + Across	API	API	API	bridge	—
Withdraw	Bridge2 + Unit + Across	API	API	API	bridge	—
Transfer	spot ↔ perp ↔ dex	spot ↔ futures	—	funding ↔ trading	—	—
Balance	balance	balance	balance	balance	balance	simulated
Open orders	orders	orders	orders	orders	—	—
Cancel	cancel	cancel	cancel	cancel	—	—
Positions	positions	positions	—	positions	positions	simulated
Funding rate	—	—	—	perp funding_rate	—	—
Historical quote	—	—	—	—	—	quote
Forward PnL	—	—	—	—	—	+1d/+2d/+4d/+7d
SEC filings (dated)	—	—	—	—	—	report list/annual/quarterly

Error Handling

• All errors are returned as {"error": "..."}. Check for an error key in every response.
• If a command fails with insufficient balance or invalid symbol, relay the error clearly.
• If the exchange is not configured, tell the user which credentials are needed and offer to add them to config.

JSON Command Reference

Market Data (fintool)

// fintool --json '<JSON>'
{"command": "quote", "symbol": "BTC"}
{"command": "news", "symbol": "AAPL"}
{"command": "report_list", "symbol": "AAPL", "limit": 5}
{"command": "report_annual", "symbol": "AAPL"}
{"command": "report_quarterly", "symbol": "AAPL"}
{"command": "report_get", "symbol": "AAPL", "accession": "0000320193-24-000123"}

Hyperliquid Trading (hyperliquid)

// hyperliquid --json '<JSON>'
{"command": "address"}
{"command": "buy", "symbol": "ETH", "amount": 0.1, "price": 3800}
{"command": "sell", "symbol": "ETH", "amount": 0.1, "price": 4000}
{"command": "orderbook", "symbol": "HYPE"}
{"command": "orderbook", "symbol": "BTC", "levels": 10}
{"command": "quote", "symbol": "ETH"}
{"command": "perp_orderbook", "symbol": "BTC"}
{"command": "perp_buy", "symbol": "ETH", "amount": 0.5, "price": 3800}
{"command": "perp_sell", "symbol": "BTC", "amount": 0.01, "price": 100000}
{"command": "perp_buy", "symbol": "ETH", "amount": 0.5, "price": 3900, "close": true}
{"command": "perp_sell", "symbol": "BTC", "amount": 0.01, "price": 95000, "close": true}
{"command": "perp_leverage", "symbol": "ETH", "leverage": 5, "cross": true}
{"command": "perp_set_mode", "mode": "unified"}
{"command": "balance"}
{"command": "positions"}
{"command": "orders"}
{"command": "orders", "symbol": "BTC"}
{"command": "cancel", "order_id": "BTC:91490942"}
{"command": "deposit", "asset": "ETH", "amount": 0.01}
{"command": "deposit", "asset": "ETH", "amount": 0.05, "dry_run": true}
{"command": "deposit", "asset": "BTC", "amount": 0.001}
{"command": "deposit", "asset": "USDC", "amount": 100, "from": "base"}
{"command": "deposit", "asset": "USDC", "amount": 100, "from": "ethereum", "dry_run": true}
{"command": "withdraw", "asset": "USDC", "amount": 100}
{"command": "withdraw", "asset": "USDC", "amount": 100, "to": "base"}
{"command": "withdraw", "asset": "ETH", "amount": 0.5}
{"command": "transfer", "asset": "USDT0", "amount": 50, "from": "spot", "to": "cash"}
{"command": "transfer", "asset": "USDT0", "amount": 50, "from": "cash", "to": "spot"}
{"command": "bridge_status"}

Binance Trading (binance)

// binance --json '<JSON>'
{"command": "buy", "symbol": "BTC", "amount": 0.01, "price": 95000}
{"command": "sell", "symbol": "BTC", "amount": 0.01, "price": 100000}
{"command": "orderbook", "symbol": "BTC"}
{"command": "perp_buy", "symbol": "ETH", "amount": 0.5, "price": 3800}
{"command": "perp_sell", "symbol": "ETH", "amount": 0.5, "price": 4000, "close": true}
{"command": "perp_leverage", "symbol": "ETH", "leverage": 5}
{"command": "balance"}
{"command": "positions"}
{"command": "orders"}
{"command": "cancel", "order_id": "binance_spot:BTCUSDT:123"}
{"command": "deposit", "asset": "USDC", "from": "ethereum"}
{"command": "withdraw", "asset": "USDC", "amount": 100, "to": "0x...", "network": "ethereum"}

OKX Trading (okx)

// okx --json '<JSON>'
{"command": "quote", "symbol": "BTC"}
{"command": "buy", "symbol": "ETH", "amount": 0.01, "price": 2000}
{"command": "sell", "symbol": "ETH", "amount": 0.01, "price": 2100}
{"command": "orderbook", "symbol": "BTC"}
{"command": "perp_orderbook", "symbol": "ETH"}
{"command": "perp_buy", "symbol": "ETH", "amount": 0.1, "price": 2000}
{"command": "perp_sell", "symbol": "ETH", "amount": 0.1, "price": 2100, "close": true}
{"command": "perp_leverage", "symbol": "ETH", "leverage": 5, "cross": true}
{"command": "perp_funding_rate", "symbol": "BTC"}
{"command": "balance"}
{"command": "positions"}
{"command": "orders"}
{"command": "cancel", "inst_id": "BTC-USDT", "order_id": "12345"}
{"command": "deposit", "asset": "USDC", "network": "base"}
{"command": "deposit", "asset": "ETH", "network": "ethereum"}
{"command": "withdraw", "asset": "USDC", "amount": 100, "network": "base"}
{"command": "withdraw", "asset": "USDC", "amount": 100, "to": "0x...", "network": "ethereum"}
{"command": "transfer", "asset": "USDT", "amount": 100, "from": "funding", "to": "trading"}
{"command": "transfer", "asset": "USDT", "amount": 100, "from": "trading", "to": "funding"}

OKX Notes:

• quote and orderbook are public endpoints — no API keys needed.
• OKX uses instrument IDs: spot = BTC-USDT, perp = BTC-USDT-SWAP. The CLI auto-formats from symbol.
• OKX has funding (for deposits/withdrawals) and trading (unified) accounts. Use transfer to move between them.
• Withdrawal fee is auto-fetched if --fee is not specified.
• Cancel requires both inst_id (e.g. BTC-USDT) and order_id.

Coinbase Trading (coinbase)

// coinbase --json '<JSON>'
{"command": "buy", "symbol": "ETH", "amount": 0.1, "price": 3800}
{"command": "sell", "symbol": "ETH", "amount": 0.1, "price": 4000}
{"command": "orderbook", "symbol": "BTC"}
{"command": "balance"}
{"command": "orders"}
{"command": "cancel", "order_id": "coinbase:uuid-here"}
{"command": "deposit", "asset": "ETH"}
{"command": "withdraw", "asset": "USDC", "amount": 100, "to": "0x..."}

Polymarket Prediction Markets (polymarket)

// polymarket --json '<JSON>'
{"command": "list", "query": "bitcoin"}
{"command": "list", "query": "election", "limit": 5}
{"command": "list", "query": "bitcoin", "min_end_days": 7}
{"command": "list", "query": "bitcoin", "min_end_days": 0}
{"command": "quote", "market": "will-bitcoin-hit-100k"}
{"command": "buy", "market": "will-bitcoin-hit-100k", "outcome": "yes", "amount": 10, "price": 0.65}
{"command": "sell", "market": "will-bitcoin-hit-100k", "outcome": "yes", "amount": 10, "price": 0.70}
{"command": "positions"}
{"command": "balance"}
{"command": "deposit", "amount": 100, "from": "base"}
{"command": "withdraw", "amount": 50}

Notes:

• list defaults to min_end_days: 3, filtering out markets that close within 3 days (which often have odds near 1:0). Set to 0 to see all markets.
• list and quote are read-only and don't require Polymarket credentials.
• Trading commands (buy, sell, deposit, withdraw) require wallet.private_key in config.
• Use the market slug (from list) or condition ID as the market value.

Backtesting (backtest)

Important: The backtest binary requires --at YYYY-MM-DD as a CLI flag (not in the JSON body). No API keys or wallet needed.

# backtest --at <DATE> --json '<JSON>'

// Historical price
{"command": "quote", "symbol": "BTC"}
{"command": "quote", "symbol": "AAPL"}
{"command": "quote", "symbol": "GOLD"}

// Simulated spot trades — returns forward PnL at +1/+2/+4/+7 days
{"command": "buy", "symbol": "ETH", "amount": 0.5}
{"command": "buy", "symbol": "AAPL", "amount": 10, "price": 237}
{"command": "sell", "symbol": "BTC", "amount": 0.01, "price": 105000}

// Simulated perp trades — returns leveraged forward PnL
{"command": "perp_leverage", "symbol": "ETH", "leverage": 5}
{"command": "perp_buy", "symbol": "ETH", "amount": 0.5, "price": 3300}
{"command": "perp_sell", "symbol": "BTC", "amount": 0.01, "price": 100000}

// SEC filings filtered by date
{"command": "report_list", "symbol": "AAPL", "limit": 5}
{"command": "report_annual", "symbol": "TSLA"}
{"command": "report_quarterly", "symbol": "AAPL"}

// Portfolio management
{"command": "balance"}
{"command": "positions"}
{"command": "reset"}

// News stub (historical news not available)
{"command": "news", "symbol": "BTC"}

Notes:

• If price is omitted on buy/sell, the historical close price at the --at date is used automatically.
• Portfolio state persists to ~/.fintool/backtest_portfolio.json. Use reset to clear.
• balance returns cashBalance (spot trades only), positions, totalTrades, leverageSettings.
• Trade output includes a pnl array with forward price, dollar PnL, and percentage PnL at each offset.
• Data sources: Yahoo Finance (stocks, crypto, commodities, indices) with CoinGecko fallback for crypto.

Workflows

Workflow 1: Spot Trading

Goal: Research a symbol and place a spot trade.

Step 1 — Quote price with analysis:

{baseDir}/scripts/fintool --json '{"command":"quote","symbol":"BTC"}'

Returns: price, 24h/7d/30d changes, trend (bullish/bearish/neutral), momentum, volume analysis, summary.

Step 1b — Check orderbook depth and spread:

{baseDir}/scripts/hyperliquid --json '{"command":"orderbook","symbol":"BTC"}'

Returns: bids, asks, spread, spreadPct, midPrice. Use to assess liquidity before trading.

Step 2 — Check recent news:

{baseDir}/scripts/fintool --json '{"command":"news","symbol":"BTC"}'

Step 3 — Place the trade:

# Buy 0.01 BTC at max price $95000 on Hyperliquid
{baseDir}/scripts/hyperliquid --json '{"command":"buy","symbol":"BTC","amount":0.01,"price":95000}'

# Or on Binance
{baseDir}/scripts/binance --json '{"command":"buy","symbol":"BTC","amount":0.01,"price":95000}'

# Or on Coinbase
{baseDir}/scripts/coinbase --json '{"command":"buy","symbol":"BTC","amount":0.01,"price":95000}'

# Or on OKX
{baseDir}/scripts/okx --json '{"command":"buy","symbol":"BTC","amount":0.01,"price":95000}'

Step 4 — Verify:

{baseDir}/scripts/hyperliquid --json '{"command":"orders"}'
{baseDir}/scripts/hyperliquid --json '{"command":"balance"}'

Workflow 2: Perpetual Futures Trading

Goal: Research and take a leveraged position via perpetual futures.

Step 1 — Get quote with funding/OI:

{baseDir}/scripts/hyperliquid --json '{"command":"quote","symbol":"ETH"}'

Step 1b — Check perp orderbook depth and spread:

{baseDir}/scripts/hyperliquid --json '{"command":"perp_orderbook","symbol":"ETH"}'

Step 2 — Check spot price for context:

{baseDir}/scripts/fintool --json '{"command":"quote","symbol":"ETH"}'

Step 3 — Check news:

{baseDir}/scripts/fintool --json '{"command":"news","symbol":"ETH"}'

Step 4 — Set leverage and place the trade:

{baseDir}/scripts/hyperliquid --json '{"command":"perp_leverage","symbol":"ETH","leverage":5}'
{baseDir}/scripts/hyperliquid --json '{"command":"perp_buy","symbol":"ETH","amount":0.5,"price":3800}'

Step 5 — Monitor:

{baseDir}/scripts/hyperliquid --json '{"command":"positions"}'
{baseDir}/scripts/hyperliquid --json '{"command":"orders"}'

Step 6 — Close a position:

# Close a long (reduce-only)
{baseDir}/scripts/hyperliquid --json '{"command":"perp_sell","symbol":"ETH","amount":0.5,"price":4000,"close":true}'

Use "close": true to ensure the order only reduces an existing position.

Note: Perps are available on hyperliquid, binance, and okx. Coinbase does not support perps.

Workflow 3: Portfolio Overview

Goal: Check current positions and balances.

# Hyperliquid
{baseDir}/scripts/hyperliquid --json '{"command":"balance"}'
{baseDir}/scripts/hyperliquid --json '{"command":"positions"}'
{baseDir}/scripts/hyperliquid --json '{"command":"orders"}'

# Binance
{baseDir}/scripts/binance --json '{"command":"balance"}'
{baseDir}/scripts/binance --json '{"command":"positions"}'

# Coinbase
{baseDir}/scripts/coinbase --json '{"command":"balance"}'

# OKX
{baseDir}/scripts/okx --json '{"command":"balance"}'
{baseDir}/scripts/okx --json '{"command":"positions"}'
{baseDir}/scripts/okx --json '{"command":"orders"}'

# Polymarket
{baseDir}/scripts/polymarket --json '{"command":"balance"}'
{baseDir}/scripts/polymarket --json '{"command":"positions"}'

# Cancel an order
{baseDir}/scripts/hyperliquid --json '{"command":"cancel","order_id":"BTC:91490942"}'
{baseDir}/scripts/binance --json '{"command":"cancel","order_id":"binance_spot:BTCUSDT:123"}'

Workflow 4: Depositing Funds

Goal: Fund an exchange account.

Hyperliquid — ETH (auto-bridge via Unit):

{baseDir}/scripts/hyperliquid --json '{"command":"deposit","asset":"ETH","amount":0.01}'
{baseDir}/scripts/hyperliquid --json '{"command":"deposit","asset":"ETH","amount":0.05,"dry_run":true}'

Sends ETH from your wallet on Ethereum L1 to a Unit bridge deposit address. Minimum: 0.007 ETH.

Hyperliquid — USDC from Ethereum or Base (auto-bridge via Across):

{baseDir}/scripts/hyperliquid --json '{"command":"deposit","asset":"USDC","amount":100,"from":"base"}'
{baseDir}/scripts/hyperliquid --json '{"command":"deposit","asset":"USDC","amount":100,"from":"ethereum","dry_run":true}'

Hyperliquid — BTC/SOL (manual — shows deposit address):

{baseDir}/scripts/hyperliquid --json '{"command":"deposit","asset":"BTC","amount":0.001}'

BTC and SOL cannot be bridged automatically. The command returns a Unit deposit address for manual transfer.

Binance / Coinbase / OKX — get deposit address:

{baseDir}/scripts/binance --json '{"command":"deposit","asset":"USDC","from":"ethereum"}'
{baseDir}/scripts/coinbase --json '{"command":"deposit","asset":"ETH"}'
{baseDir}/scripts/okx --json '{"command":"deposit","asset":"USDC","network":"base"}'

Polymarket — deposit USDC:

{baseDir}/scripts/polymarket --json '{"command":"deposit","amount":100,"from":"base"}'

Workflow 5: Withdrawing Funds

Goal: Move assets from an exchange to an external wallet.

Hyperliquid:

{baseDir}/scripts/hyperliquid --json '{"command":"withdraw","asset":"USDC","amount":100}'
{baseDir}/scripts/hyperliquid --json '{"command":"withdraw","asset":"USDC","amount":100,"to":"base"}'
{baseDir}/scripts/hyperliquid --json '{"command":"withdraw","asset":"ETH","amount":0.5}'

Binance / Coinbase / OKX:

{baseDir}/scripts/binance --json '{"command":"withdraw","asset":"USDC","amount":100,"to":"0x...","network":"ethereum"}'
{baseDir}/scripts/coinbase --json '{"command":"withdraw","asset":"USDC","amount":100,"to":"0x..."}'
{baseDir}/scripts/okx --json '{"command":"withdraw","asset":"USDC","amount":100,"network":"base"}'

Polymarket:

{baseDir}/scripts/polymarket --json '{"command":"withdraw","amount":50}'

Track HyperUnit bridge operations:

{baseDir}/scripts/hyperliquid --json '{"command":"bridge_status"}'

Workflow 6: Prediction Market Trading (Polymarket)

Goal: Research and trade on prediction markets.

Step 1 — Search for markets:

{baseDir}/scripts/polymarket --json '{"command":"list","query":"bitcoin"}'

Returns: matching markets with question, outcomes, prices, volume, liquidity. By default filters out markets closing within 3 days. Use "min_end_days": 0 to see all.

Step 2 — Get detailed quote:

{baseDir}/scripts/polymarket --json '{"command":"quote","market":"will-bitcoin-hit-100k"}'

Step 3 — Place a trade:

{baseDir}/scripts/polymarket --json '{"command":"buy","market":"will-bitcoin-hit-100k","outcome":"yes","amount":10,"price":0.65}'
{baseDir}/scripts/polymarket --json '{"command":"sell","market":"will-bitcoin-hit-100k","outcome":"yes","amount":10,"price":0.70}'

Step 4 — Monitor positions:

{baseDir}/scripts/polymarket --json '{"command":"positions"}'
{baseDir}/scripts/polymarket --json '{"command":"balance"}'

Workflow 7: Backtesting a Trading Strategy

Goal: Develop a thesis, simulate trades at historical dates, and evaluate forward PnL before live trading.

Use backtest when the agent is developing a strategy, validating a thesis with historical data, or the user asks "what if I had bought X on date Y?"

Step 1 — Develop a thesis using current data:

{baseDir}/scripts/fintool --json '{"command":"news","symbol":"BTC"}'
{baseDir}/scripts/fintool --json '{"command":"report_list","symbol":"AAPL","limit":5}'

Use news and SEC filings to identify a catalyst or thesis (e.g., "NVDA earnings blowout", "oil supply shock").

Step 2 — Reset the backtest portfolio:

{baseDir}/scripts/backtest --at 2025-01-15 --json '{"command":"reset"}'

Step 3 — Scout historical prices:

{baseDir}/scripts/backtest --at 2025-01-15 --json '{"command":"quote","symbol":"BTC"}'
{baseDir}/scripts/backtest --at 2025-01-15 --json '{"command":"quote","symbol":"GOLD"}'

Step 4 — Execute simulated trades:

# Spot buy (auto-price from historical close)
{baseDir}/scripts/backtest --at 2025-01-15 --json '{"command":"buy","symbol":"BTC","amount":0.01}'

# Spot short
{baseDir}/scripts/backtest --at 2025-01-15 --json '{"command":"sell","symbol":"SP500","amount":1.5,"price":5900}'

# Leveraged perp
{baseDir}/scripts/backtest --at 2025-01-15 --json '{"command":"perp_leverage","symbol":"ETH","leverage":5}'
{baseDir}/scripts/backtest --at 2025-01-15 --json '{"command":"perp_buy","symbol":"ETH","amount":0.5,"price":3300}'

Each trade returns forward PnL at +1, +2, +4, +7 days — review these to evaluate the thesis.

Step 5 — Review portfolio state:

{baseDir}/scripts/backtest --at 2025-01-15 --json '{"command":"balance"}'
{baseDir}/scripts/backtest --at 2025-01-15 --json '{"command":"positions"}'

Step 6 — Iterate:

• Try different entry dates to test timing sensitivity
• Adjust position sizes for risk management
• Test multi-leg strategies (e.g., long one asset + short another)
• Check SEC filings before the trade date for fundamental context:

  {baseDir}/scripts/backtest --at 2024-06-01 --json '{"command":"report_list","symbol":"AAPL","limit":3}'
  

Step 7 — If the backtest validates the thesis, proceed to live trading using the appropriate exchange binary (hyperliquid, binance, etc.).

Symbol Aliases

Common indices and commodities have convenient aliases (used with fintool quote and backtest quote):

Alias	Description
SP500, SPX	S&P 500
NASDAQ, NDX	Nasdaq
DOW, DJI	Dow Jones
VIX	Volatility Index
GOLD	Gold Futures
SILVER	Silver Futures
OIL, CRUDE	Crude Oil
10Y, 30Y	Treasury Yields
NIKKEI, FTSE, DAX, HSI	International indices

Tips

• Always quote before trading — The enriched quote gives trend/momentum context that helps with timing.
• Check news before large trades — Headlines can explain sudden price moves.
• Use the right binary — hyperliquid for Hyperliquid, binance for Binance, etc. No exchange field needed.
• All output is JSON — Parse the response and present relevant fields to the user in a readable format.
• Amount is in symbol units — "amount": 0.1 on ETH means 0.1 ETH, not $0.10. Calculate the size from the price quote.
• Check for errors — Every response may contain {"error": "..."}. Always check before presenting results.
• Backtest before trading — When developing a thesis or strategy, use backtest to simulate at historical dates and validate with forward PnL before committing real capital.
• No config for backtest — The backtest binary needs no API keys or wallet. Use it freely for research and strategy development.