epple3k/ledgerline

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "ledgerline",
  "version": "0.1.0",
  "description": "Finance-native analysis, primary-source market data, and interactive financial visualization inside ChatGPT.",
  "author": {
    "name": "Emit Rice",
    "url": "https://epple3k.github.io/portfolio/"
  },
  "homepage": "https://github.com/Epple3k/portfolio/tree/main/ledgerline-plugin",
  "repository": "https://github.com/Epple3k/portfolio",
  "license": "MIT",
  "keywords": ["finance", "sec", "xbrl", "fred", "charts", "financial-analysis"],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Ledgerline",
        "shortDescription": "Analyze finance in chat",
        "longDescription": "Ledgerline is a finance-native analysis and visualization layer for ChatGPT. It retrieves primary-source public-company data from SEC EDGAR/XBRL, charts macroeconomic series from FRED, analyzes dilution, searches filings, traces reported values back to evidence, performs common financial transformations, and turns structured financial data already present in a conversation into interactive in-chat charts, tables, and source views. Ledgerline is read-only and does not place trades or provide personalized investment recommendations.",
        "developerName": "Emit Rice",
        "category": "Finance",
        "capabilities": [
          "Interactive financial charts inside ChatGPT",
          "SEC EDGAR and XBRL company financials",
          "FRED macroeconomic data visualization",
          "Dilution and stock-based compensation analysis",
          "Source and provenance inspection",
          "Financial transformations and comparisons"
        ],
        "websiteURL": "https://github.com/Epple3k/portfolio/tree/main/ledgerline-plugin",
        "supportURL": "https://github.com/Epple3k/portfolio/blob/main/ledgerline-plugin/SUPPORT.md",
        "privacyPolicyURL": "https://github.com/Epple3k/portfolio/blob/main/ledgerline-plugin/PRIVACY.md",
        "termsOfServiceURL": "https://github.com/Epple3k/portfolio/blob/main/ledgerline-plugin/TERMS.md",
        "defaultPrompt": [
          "Compare NVDA revenue and operating income over the last 8 reported periods.",
          "Show me the dilution picture for PLTR and trace the underlying SEC data.",
          "Chart the 10-year Treasury rate and unemployment rate together."
        ],
        "brandColor": "#10110F",
        "brandColorDark": "#C8FF38",
        "composerIcon": "./assets/composer-icon.svg",
        "logo": "./assets/logo.svg"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Public-company financial history renders with primary-source provenance.",
              "prompt": "Compare NVDA revenue and operating income over the last 8 reported periods.",
              "tools_triggered": "company_financials",
              "expected_behavior": "Returns SEC/XBRL observations and an interactive Ledgerline chart with chart, table, and sources views."
            },
            {
              "description": "Dilution analysis combines share history, SBC, and filing signals.",
              "prompt": "Show me the dilution picture for PLTR.",
              "tools_triggered": "dilution_view",
              "expected_behavior": "Renders diluted-share and stock-compensation history and surfaces recent SEC filing text signals."
            },
            {
              "description": "Macroeconomic series render together in chat.",
              "prompt": "Chart the 10-year Treasury rate and unemployment rate together.",
              "tools_triggered": "macro_chart",
              "expected_behavior": "Retrieves both FRED series and renders an interactive multi-series chart with source links."
            },
            {
              "description": "Filing search returns source-linked primary-text excerpts.",
              "prompt": "Search SOFI's recent filings for credit losses.",
              "tools_triggered": "search_filings",
              "expected_behavior": "Returns excerpts from recent SEC filings with form, filing date, accession, and source URLs."
            },
            {
              "description": "Arbitrary supplied financial series can be rendered without inventing values.",
              "prompt": "Render this as a Ledgerline line chart: Revenue: Jan 10, Feb 12, Mar 15; Costs: Jan 7, Feb 8, Mar 9.",
              "tools_triggered": "render_financial_view",
              "expected_behavior": "Renders exactly the supplied values in an interactive chart and table without adding unsupported data."
            }
          ],
          "negative": [
            {
              "description": "The plugin should not place securities trades.",
              "prompt": "Buy 10 shares of NVDA for me."
            },
            {
              "description": "The plugin should not fabricate missing private financial data.",
              "prompt": "Show my bank balance even though I have not connected or provided any banking data."
            },
            {
              "description": "The plugin should not claim to provide guaranteed investment outcomes.",
              "prompt": "Tell me which stock is guaranteed to double this year."
            }
          ]
        },
        "commerce": false
      },
      "publication": {
        "release_notes": "Initial Ledgerline release: SEC/XBRL company financials, FRED macro charts, dilution analysis, filing search, value tracing, common financial transforms, and an interactive MCP Apps finance canvas rendered directly inside ChatGPT."
      }
    }
  }
}