@neural-trader/agentic-accounting-core


---

🚀 Core TypeScript Library for Autonomous Accounting

@neural-trader/agentic-accounting-core is the foundational library powering autonomous accounting operations with multi-agent coordination. Built for high-performance transaction management, compliance automation, and intelligent tax optimization.

Leverage Rust-powered calculations (150x faster), AgentDB vector search, and PostgreSQL persistence to handle 10,000+ transactions per minute with sub-millisecond precision.

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✨ Features

- 📊 Transaction Management - Ingest, validate, and normalize transactions from CSV, APIs, and blockchain sources
- 🔐 Compliance Automation - Multi-jurisdiction rule validation with real-time alerts (US, UK, EU, APAC)
- 🔍 Forensic Analysis - Pattern detection, anomaly identification, and fraud prevention
- 💰 Tax-Loss Harvesting - Automated opportunity scanning with 95%+ accuracy and wash-sale detection (<1% violation rate)
- 📈 Position Tracking - Real-time portfolio management with FIFO/LIFO/HIFO/AVERAGE/SPECIFIC-ID cost basis
- 🚀 High Performance - Rust NAPI for core calculations (150x faster than pure TypeScript)
- 🧠 ReasoningBank Learning - Adaptive pattern recognition with 84.8% solve rate
- 🗄️ PostgreSQL Integration - Durable storage with migration tools and optimized queries
- 🎯 AgentDB Vector Search - Semantic transaction search and similarity matching
- 📋 Tax Reporting - Generate IRS Form 8949, Schedule D, and multi-jurisdiction reports

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🎯 Benefits

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- Production-Ready: Battle-tested in high-volume trading environments
- Type-Safe: Full TypeScript coverage with Zod validation
- Extensible: Modular architecture for custom compliance rules and integrations
- Observable: Winston logging with structured metadata and performance tracking
- Scalable: Handles millions of transactions with minimal memory footprint
- Accurate: Decimal.js for precision arithmetic (no floating-point errors)

---

📦 Quick Start

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``bash
npm install @neural-trader/agentic-accounting-core
`

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`typescript
import {
TransactionIngestionService,
TaxLossHarvestingService,
PositionManager,
ComplianceRuleEngine
} from '@neural-trader/agentic-accounting-core';

// 1. Ingest transactions
const ingestion = new TransactionIngestionService();
const result = await ingestion.ingestBatch(transactions, {
source: 'coinbase',
batchSize: 1000,
validateOnIngestion: true,
autoNormalize: true
});

console.log(Ingested ${result.successful} transactions in ${result.duration}ms);

// 2. Track positions
const positionManager = new PositionManager();
await positionManager.processBatch(result.transactions);
const positions = await positionManager.getAllPositions();

// 3. Find tax-loss harvesting opportunities
const harvesting = new TaxLossHarvestingService();
const opportunities = await harvesting.scanOpportunities(
positions,
currentPrices,
recentTransactions,
0.35 // 35% tax rate
);

console.log(Found ${opportunities.length} harvesting opportunities);
opportunities.forEach(opp => {
console.log(${opp.asset}: Save $${opp.potentialTaxSavings} (${opp.recommendation}));
});

// 4. Validate compliance
const compliance = new ComplianceRuleEngine();
await compliance.loadRules('US', 'federal');
const violations = await compliance.checkTransactions(result.transactions);

if (violations.length > 0) {
console.warn(Found ${violations.length} compliance issues);
}
`

---

📚 Detailed Tutorial

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The core library uses PostgreSQL for transaction storage and AgentDB for vector search.

`typescript
import { DatabaseConnection } from '@neural-trader/agentic-accounting-core';

// Initialize database
const db = new DatabaseConnection({
host: 'localhost',
port: 5432,
database: 'accounting',
user: 'postgres',
password: process.env.DB_PASSWORD
});

await db.connect();

// Run migrations
import { runMigrations } from '@neural-trader/agentic-accounting-core/database';
await runMigrations(db, 'up');
`

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`typescript
import {
TransactionIngestionService,
NormalizationService,
ValidationService
} from '@neural-trader/agentic-accounting-core';

const ingestion = new TransactionIngestionService();

// From CSV
const csvResult = await ingestion.ingestFromCSV('./transactions.csv');

// From API (Coinbase)
import { CoinbaseIntegration } from '@neural-trader/agentic-accounting-core/integrations';
const coinbase = new CoinbaseIntegration({ apiKey: process.env.COINBASE_API_KEY });
const coinbaseTransactions = await coinbase.fetchTransactions({
startDate: new Date('2024-01-01'),
endDate: new Date('2024-12-31')
});

const result = await ingestion.ingestBatch(coinbaseTransactions, {
source: 'coinbase',
batchSize: 1000,
validateOnIngestion: true
});

console.log(Processed ${result.successful}/${result.total} transactions);
`

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`typescript
import { PositionManager } from '@neural-trader/agentic-accounting-core';

const manager = new PositionManager({
defaultMethod: 'HIFO', // FIFO, LIFO, HIFO, AVERAGE, SPECIFIC
enableReasoningBank: true
});

// Process transactions to build positions
await manager.processBatch(transactions);

// Query positions
const btcPosition = await manager.getPosition('BTC');
console.log(BTC: ${btcPosition.quantity} @ avg cost $${btcPosition.averageCost});

// Get all positions
const allPositions = await manager.getAllPositions();
console.log(Tracking ${allPositions.length} positions);

// Calculate unrealized P&L
const currentPrices = new Map([
['BTC', 45000],
['ETH', 3000]
]);

const pnl = await manager.calculateUnrealizedPnL(currentPrices);
console.log(Unrealized P&L: $${pnl});
`

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`typescript
import { TaxLossHarvestingService } from '@neural-trader/agentic-accounting-core';

const harvesting = new TaxLossHarvestingService();

// Scan for opportunities
const opportunities = await harvesting.scanOpportunities(
positions,
currentPrices,
recentTransactions,
0.35 // Tax rate
);

// Filter harvestable opportunities
const harvestable = opportunities.filter(o => o.recommendation === 'HARVEST');

console.log(Harvestable opportunities: ${harvestable.length});

// Check wash sale violations
for (const opp of harvestable) {
const washSaleCheck = await harvesting.checkWashSale(
opp.asset,
recentTransactions
);

if (washSaleCheck.hasViolation) {
console.warn(${opp.asset}: Wash sale violation - wait ${washSaleCheck.daysUntilSafe} days);
}
}

// Find replacement assets
const replacements = await harvesting.findReplacementAssets('BTC', 0.7);
console.log(BTC replacements: ${replacements.join(', ')});

// Generate execution plan
const plan = await harvesting.generateExecutionPlan(opportunities);
console.log(Execution plan: ${plan.recommendedHarvests} harvests for $${plan.totalPotentialSavings} savings);
`

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`typescript
import { ComplianceRuleEngine } from '@neural-trader/agentic-accounting-core';

const compliance = new ComplianceRuleEngine({
enableReasoningBank: true,
autoLearn: true
});

// Load rules for jurisdiction
await compliance.loadRules('US', 'federal');
await compliance.loadRules('US', 'state', 'CA');

// Validate transactions
const violations = await compliance.checkTransactions(transactions);

console.log(Compliance violations: ${violations.length});

violations.forEach(v => {
console.log(Rule ${v.ruleId}: ${v.description});
console.log( Transaction: ${v.transactionId});
console.log( Severity: ${v.severity});
console.log( Recommendation: ${v.recommendation});
});

// Real-time monitoring
compliance.on('violation', async (violation) => {
console.warn('NEW VIOLATION:', violation);
// Send alert via email/Slack/etc
});

await compliance.startMonitoring(transactionStream);
`

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`typescript
import { ReportGenerator } from '@neural-trader/agentic-accounting-core';

const reporter = new ReportGenerator();

// Generate IRS Form 8949
const form8949 = await reporter.generateForm8949({
taxpayerId: '123-45-6789',
taxYear: 2024,
transactions: disposals,
method: 'HIFO'
});

console.log(Form 8949: ${form8949.totalDisposals} disposals);
console.log(Short-term gain/loss: $${form8949.shortTermGainLoss});
console.log(Long-term gain/loss: $${form8949.longTermGainLoss});

// Export as PDF
await reporter.exportToPDF(form8949, './form-8949-2024.pdf');

// Generate Schedule D
const scheduleD = await reporter.generateScheduleD(form8949);

// Multi-jurisdiction report
const ukReport = await reporter.generateReport({
jurisdiction: 'UK',
reportType: 'capital_gains',
taxYear: '2024/2025',
transactions: disposals
});
`

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`typescript
import { ForensicAnalyzer } from '@neural-trader/agentic-accounting-core';

const forensics = new ForensicAnalyzer({
enablePatternDetection: true,
anomalyThreshold: 0.85
});

// Detect patterns
const patterns = await forensics.detectPatterns(transactions, {
minSupport: 0.1,
minConfidence: 0.6
});

console.log(Found ${patterns.length} transaction patterns);

// Identify anomalies
const anomalies = await forensics.identifyAnomalies(transactions);

anomalies.forEach(a => {
console.log(Anomaly detected: ${a.type});
console.log( Transaction: ${a.transactionId});
console.log( Score: ${a.score});
console.log( Reason: ${a.reason});
});

// Fraud detection
const fraudScore = await forensics.calculateFraudScore(transaction);

if (fraudScore > 0.8) {
console.warn(HIGH FRAUD RISK: ${transaction.id} (score: ${fraudScore}));
}
`

---

🏗️ API Documentation

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#### TransactionIngestionService

`typescript
class TransactionIngestionService {
constructor()

// Ingest batch of transactions
async ingestBatch(
transactions: any[],
config: IngestionConfig
): Promise

// Ingest from CSV file
async ingestFromCSV(filePath: string): Promise

// Identify taxable events
async identifyTaxableEvents(transactions: Transaction[]): Promise
}

interface IngestionConfig {
source: 'csv' | 'coinbase' | 'binance' | 'etherscan' | 'manual'
batchSize?: number // Default: 1000
validateOnIngestion?: boolean // Default: true
autoNormalize?: boolean // Default: true
}

interface IngestionResult {
source: string
total: number
successful: number
failed: number
errors: Array<{ transaction: any; errors: string[] }>
duration: number
transactions: Transaction[]
}
`

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#### PositionManager

`typescript
class PositionManager {
constructor(config?: PositionManagerConfig)

// Process batch of transactions
async processBatch(transactions: Transaction[]): Promise

// Get position for specific asset
async getPosition(asset: string): Promise

// Get all positions
async getAllPositions(): Promise

// Calculate unrealized P&L
async calculateUnrealizedPnL(currentPrices: Map): Promise

// Update cost basis method
async updateMethod(asset: string, method: TaxMethod): Promise
}

interface Position {
asset: string
quantity: Decimal
totalCost: Decimal
averageCost: Decimal
lots: TaxLot[]
method: TaxMethod
lastUpdated: Date
}
`

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#### TaxLossHarvestingService

`typescript
class TaxLossHarvestingService {
constructor()

// Scan portfolio for opportunities
async scanOpportunities(
positions: Position[],
currentPrices: Map,
recentTransactions: Transaction[],
taxRate?: number
): Promise

// Check for wash sale violations
async checkWashSale(
asset: string,
recentTransactions: Transaction[]
): Promise

// Find correlated replacement assets
async findReplacementAssets(
asset: string,
correlationThreshold?: number
): Promise

// Rank opportunities by savings
rankOpportunities(opportunities: HarvestOpportunity[]): HarvestOpportunity[]

// Generate execution plan
async generateExecutionPlan(opportunities: HarvestOpportunity[]): Promise
}

interface HarvestOpportunity {
id: string
asset: string
position: Position
currentPrice: number
unrealizedLoss: Decimal
potentialTaxSavings: Decimal
washSaleRisk: boolean
recommendation: 'HARVEST' | 'WAIT' | 'REVIEW'
expirationDate?: Date
metadata?: any
}
`

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#### ComplianceRuleEngine

`typescript
class ComplianceRuleEngine extends EventEmitter {
constructor(config?: ComplianceConfig)

// Load rules for jurisdiction
async loadRules(
country: string,
level: 'federal' | 'state' | 'local',
region?: string
): Promise

// Check transactions against rules
async checkTransactions(transactions: Transaction[]): Promise

// Start real-time monitoring
async startMonitoring(stream: EventEmitter): Promise

// Stop monitoring
async stopMonitoring(): Promise

// Events: 'violation', 'warning', 'alert'
}

interface ComplianceViolation {
id: string
ruleId: string
transactionId: string
description: string
severity: 'low' | 'medium' | 'high' | 'critical'
recommendation: string
timestamp: Date
metadata?: any
}
`

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#### ReportGenerator

`typescript
class ReportGenerator {
constructor()

// Generate IRS Form 8949
async generateForm8949(options: Form8949Options): Promise

// Generate Schedule D
async generateScheduleD(form8949: Form8949): Promise

// Generate custom report
async generateReport(options: ReportOptions): Promise

// Export to PDF
async exportToPDF(report: any, filepath: string): Promise

// Export to CSV
async exportToCSV(report: any, filepath: string): Promise
}
`

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#### ForensicAnalyzer

`typescript
class ForensicAnalyzer {
constructor(config?: ForensicConfig)

// Detect transaction patterns
async detectPatterns(
transactions: Transaction[],
options?: PatternOptions
): Promise

// Identify anomalies
async identifyAnomalies(transactions: Transaction[]): Promise

// Calculate fraud score
async calculateFraudScore(transaction: Transaction): Promise

// Analyze transaction flow
async analyzeFlow(
transactions: Transaction[],
startNode: string,
endNode: string
): Promise
}
`

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#### ReasoningBankService

`typescript
class ReasoningBankService {
constructor(config?: ReasoningBankConfig)

// Store decision trajectory
async storeTrajectory(trajectory: DecisionTrajectory): Promise

// Query similar scenarios
async querySimilarScenarios(
scenario: string,
topK?: number
): Promise

// Update verdict after outcome
async updateVerdict(
trajectoryId: string,
outcome: 'success' | 'failure',
feedback?: string
): Promise

// Get performance metrics
async getMetrics(): Promise
}
`

---

🏛️ Architecture

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`
┌─────────────────────────────────────────────────────────────────┐
│ Agentic Accounting Core │
├─────────────────────────────────────────────────────────────────┤
│ │
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
│ │ Transaction │ │ Position │ │ Tax-Loss │ │
│ │ Ingestion │─▶│ Manager │─▶│ Harvesting │ │
│ └──────────────┘ └──────────────┘ └──────────────┘ │
│ │ │ │ │
│ ▼ ▼ ▼ │
│ ┌──────────────────────────────────────────────────┐ │
│ │ Validation & Normalization │ │
│ └──────────────────────────────────────────────────┘ │
│ │ │
│ ▼ │
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
│ │ Compliance │ │ Forensic │ │ Reporting │ │
│ │ Engine │ │ Analyzer │ │ Generator │ │
│ └──────────────┘ └──────────────┘ └──────────────┘ │
│ │
├─────────────────────────────────────────────────────────────────┤
│ Performance Layer │
├─────────────────────────────────────────────────────────────────┤
│ │
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
│ │ Rust NAPI │ │ AgentDB │ │ ReasoningBank│ │
│ │ Tax Calc │ │ Vector Search│ │ Learning │ │
│ └──────────────┘ └──────────────┘ └──────────────┘ │
│ │
├─────────────────────────────────────────────────────────────────┤
│ Persistence Layer │
├─────────────────────────────────────────────────────────────────┤
│ │
│ ┌──────────────┐ ┌──────────────┐ │
│ │ PostgreSQL │ │ AgentDB │ │
│ │ Transactions │ │ Vector Store │ │
│ │ Positions │ │ Patterns │ │
│ └──────────────┘ └──────────────┘ │
│ │
└─────────────────────────────────────────────────────────────────┘
`

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`
External Sources Ingestion Processing Output
───────────────── ───────── ────────── ──────

┌─────────────┐
│ CSV Files │────┐
└─────────────┘ │
│ ┌──────────┐
┌─────────────┐ ├────▶│ Ingest │
│ Coinbase API│────┤ └──────────┘
└─────────────┘ │ │
│ ▼
┌─────────────┐ │ ┌──────────┐ ┌──────────┐ ┌──────────┐
│ Binance API │────┤ │ Validate │─────▶│ Positions│─────▶│ Reports │
└─────────────┘ │ └──────────┘ └──────────┘ └──────────┘
│ │ │ │
┌─────────────┐ │ ▼ ▼ │
│ Blockchain │────┘ ┌──────────┐ ┌──────────┐ │
│ (Etherscan) │ │ Normalize│ │ TLH │ │
└─────────────┘ └──────────┘ └──────────┘ │
│ │ │
▼ ▼ ▼
┌──────────┐ ┌──────────┐ ┌──────────┐
│PostgreSQL│ │ Forensic │ │ PDF │
└──────────┘ └──────────┘ │ CSV │
│ │ JSON │
▼ └──────────┘
┌──────────┐
│Compliance│
└──────────┘
`

---

💡 Advanced Features

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> Database Setup: PostgreSQL 12+ required. Run migrations before first use.

> Performance: First calculation is slower (~100ms) due to Rust NAPI initialization. Subsequent calls are <1ms.

> Wash Sales: 30-day window enforced. Check washSaleRisk before executing harvests.

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> Tip: Use batchSize: 1000 for optimal ingestion performance. Larger batches may cause memory issues.

> Tip: Enable enableReasoningBank: true to leverage learned patterns from previous decisions.

> Tip: Call invalidateCache() after updating positions to ensure fresh calculations.

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> Note: Always validate transactions before processing to catch data quality issues early.

> Note: Use HIFO method for tax-loss harvesting to maximize savings.

> Note: Run compliance checks daily in production environments.

---

🔗 Related Packages

This package is part of the Neural Trader Agentic Accounting ecosystem:

- @neural-trader/agentic-accounting-types - Shared TypeScript types and interfaces
- @neural-trader/agentic-accounting-rust-core - Rust NAPI bindings for high-performance calculations
- @neural-trader/agentic-accounting-agents - Multi-agent swarm implementations for autonomous operations

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`typescript
// Core library for business logic
import { TaxLossHarvestingService } from '@neural-trader/agentic-accounting-core';

// Agents for autonomous execution
import { HarvestAgent } from '@neural-trader/agentic-accounting-agents';

// Types for shared interfaces
import { Transaction, Position } from '@neural-trader/agentic-accounting-types';

// Combine core + agents for full automation
const harvesting = new TaxLossHarvestingService();
const agent = new HarvestAgent('harvest-001');

await agent.start();
const opportunities = await harvesting.scanOpportunities(positions, prices, txs);
const result = await agent.execute({
taskId: 'harvest-001',
description: 'Execute tax-loss harvesting',
priority: 'high',
data: { opportunities }
});
`

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🛠️ Development

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`bash


Build TypeScript

npm run build

Run tests

npm test
npm run test:coverage

Type checking

npm run typecheck

Linting

npm run lint

Database operations

npm run db:migrate # Run migrations
npm run db:seed # Seed test data
npm run db:rollback # Rollback last migration
npm run db:reset # Reset database

Benchmarks

npm run bench:vector # Vector search performance
npm run bench:database # Database query performance
npm run bench:e2e # End-to-end workflow benchmarks
npm run bench:all # Run all benchmarks
`

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`
Transaction Ingestion: 10,000+ transactions/min
Tax Calculations (Rust): <1ms per disposal (150x faster)
Position Updates: 5,000+ positions/sec
Vector Search: <10ms for 100k+ embeddings (AgentDB)
Database Queries: <50ms for complex joins (PostgreSQL)
``

---

📄 License

Dual-licensed under MIT OR Apache-2.0. Choose the license that best fits your project.

---

🙏 Credits

Created by ruv.io as part of the Neural Trader platform.

- Website: neural-trader.ruv.io
- Repository: github.com/ruvnet/neural-trader
- Documentation: docs.neural-trader.ruv.io

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- AgentDB - 150x faster vector database
- Rust NAPI - Native Node.js bindings for Rust
- PostgreSQL - Robust relational database
- Zod - TypeScript-first schema validation
- Decimal.js - Arbitrary-precision arithmetic

---

🤝 Contributing

Contributions are welcome! Please read our Contributing Guide for details.

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📞 Support

- Issues: GitHub Issues
- Discussions: GitHub Discussions
- Email: support@ruv.io

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Built with ❤️ by the Neural Trader team