@v587d/capital-generation 2.10.1 → 2.11.0

package/selected-skills/InvestSkill/UPSTREAM.md

@@ -87,3 +87,11 @@
   取数仍受本插件的角色与工具边界约束（主 Agent 委派、原始 rows 不出工具层），skill 正文只是方法论材料。
 - Review status: 收录供使用者自行实验，不构成对任何金融方法的背书。复核前先读上面的 Catalog scope，
   确认排除项没有被人顺手加回。
+
+## 2026-10 收敛：仓内只保留 catalog 正文
+
+本仓不再保存上游全量快照。除 catalog 命中的 28 颗正文、LICENSE 与本文件之外，以下内容按 2026-10 政策**从仓里删除**（不是仅从包里排除）；重新按上面所钉 commit 覆盖快照时按本节过滤。
+
+- **非 catalog skill（6 颗）**：`chart-master`、`dcf-valuation`、`full-report`、`fundamental-analysis`、`report-generator`、`research-bundle`。
+- **上游仓库材料**：`.claude-plugin`、`.cursor`、`.github`、`.npmignore`、`ADDING-NEW-SKILLS.md`、`CHANGELOG.md`、`CI-CD-GUIDE.md`、`CLAUDE.md`、`CONTRIBUTING.md`、`DEPLOYMENTS.md`、`FAQ.md`、`GEMINI.md`、`PLATFORM-COMPATIBILITY.md`、`README-claude-code.md`、`README-cursor.md`、`README-gemini.md`、`README-ollama.md`、`README-zh-TW.md`、`README.md`、`RELEASE-QUICK-REFERENCE.md`、`RELEASE_NOTES.md`、`SECURITY.md`、`TODO.md`、`data`、`doc`、`install.sh`、`package-lock.json`、`package.json`、`plugins`、`prompts`、`qa`、`scripts`、`site`。
+- 许可与署名不受影响：`LICENSE` 原件、所钉 commit 与作者信息仍在上面各节；公开许可只要求保留版权与许可声明。

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/SKILL.md

@@ -5,11 +5,18 @@ description: Deep-read a 10-K annual report and output a structured markdown dig
 
 # 10-K Report Digest
 
+## Evidence request
+
+通过宿主数据契约请求：披露文件（公告、年报或招股书，带回出处与文档日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before running the digest, confirm the filing details:
 
-1. **Identify the filing** — confirm ticker, fiscal year-end, and exact 10-K filing date from SEC EDGAR.
+1. **Identify the filing** — confirm ticker, fiscal year-end and exact 10-K filing date from the retrieved filing's provenance (`Source` line), not from memory.
 2. **State your source** — note where the document came from (e.g., "SEC EDGAR, FY2024 10-K filed 2025-02-05") at the top of the output.
 3. **Flag incomplete data** — if only partial sections are available, list what is missing before proceeding.
 
@@ -19,12 +26,12 @@ Before running the digest, confirm the filing details:
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```
@@ -43,7 +50,7 @@ Everything below the surface of this file lives in `references/`. **whole, with
 file gets reported as read when it was only skimmed. The file names below are the only
 addressing this entry has.
 
-- `references/10-retrieving-the-filing.md` — 🔎 Retrieving the Filing — the Keyless EDGAR Path; How to Use; Output Document Structure
+- `references/10-retrieving-the-filing.md` — 🔎 Evidence Request and the Filing; How to Use; Output Document Structure
 - `references/11-key-metrics-table.md` — (continued) Output Document Structure; References
 - `references/12-language-mode.md` — Language Mode; File Output; Thesis Invalidation
 

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/references/10-retrieving-the-filing.md

@@ -1,32 +1,41 @@
-# 🔎 Retrieving the Filing — the Keyless EDGAR Path
+# 🔎 Evidence Request and the Filing
 
-Part 1 of 3 for `10k-digest` — 🔎 Retrieving the Filing — the Keyless EDGAR Path; How to Use; Output Document Structure
+Part 1 of 3 for `10k-digest` — 🔎 Evidence Request and the Filing; How to Use; Output Document Structure
 See `SKILL.md` for what to read and when; this part is procedure, not routing.
 
-## 🔎 Retrieving the Filing — the Keyless EDGAR Path
+## 🔎 Evidence request
 
-This skill fetches nothing by itself. When the user gives only a ticker, obtain the 10-K in one of three ways and record which one in the `Data & Sources` header:
+This skill fetches nothing by itself. When the user gives only a ticker, request the filing through the host data contract and record what came back in the `Data & Sources` header:
 
-**A. Retrieval through the host (the normal path)** → `Retrieval: delegated retrieval`. In a role-split host, delegate the fetch to the agent that owns web retrieval — this step never searches from the analysis role itself. Every step is free and needs no API key:
+- **What to ask for** — the latest annual report for the ticker (10-K; a foreign private issuer files 20-F; a 10-K/A is an amendment), the fiscal year it covers, the filing date, the accession number, and the document itself: Item 1, 1A, 7, 7A, 8, 9A, 3, and Items 10–13 when incorporated by reference.
+- **What the request must carry** — ticker, fiscal year or "latest", the sections needed, and the as-of date. Ask once; do not send the retrieval role after one section at a time.
+- **What comes back** — the document plus provenance: venue, document name, filing date, accession or the link the retrieval returned. Put those in the cover block and in References. A link is evidence only when the retrieval actually returned it.
+- **Structured statement data** — when the retrieval also returns tagged statement facts, cite them as the confirmation of the figures read from Item 8, and keep the filing itself as the primary source.
 
-1. **Ticker → CIK** — `https://www.sec.gov/files/company_tickers.json`: find the entry whose `ticker` matches (write `BRK-B` for `BRK.B`) and zero-pad its `cik_str` to 10 digits.
-2. **Filings index** — `https://data.sec.gov/submissions/CIK##########.json`: inside `filings.recent` the arrays `form`, `filingDate`, `reportDate`, `accessionNumber` and `primaryDocument` are aligned by index. Take the newest row whose `form` is `10-K` (foreign private issuers file `20-F` instead; a `10-K/A` is an amendment). The top-level `fiscalYearEnd` is `MMDD`.
-3. **The document** — `https://www.sec.gov/Archives/edgar/data/<CIK without leading zeros>/<accessionNumber without dashes>/<primaryDocument>`: the complete filing as HTML (inline XBRL). The filing's index page is the same folder plus `<accessionNumber>-index.htm`; cite that URL and the accession number in the References.
-4. **Structured statement data (optional)** — `https://data.sec.gov/api/xbrl/companyfacts/CIK##########.json`: every US-GAAP fact the company has tagged, by concept and period. Use it to confirm the figures read from Item 8.
-5. **Full-text search (optional)** — `https://www.sec.gov/edgar/search/#/q=%22<phrase>%22&forms=10-K` when a filing has to be located by phrase rather than ticker.
+The retrieval role owns the mechanics (identifier lookup, filing index, document fetch, structured statement data, full-text search). This skill does not repeat them, and the analysis role never searches or downloads by itself.
 
-Send a `User-Agent` header that identifies the requester (the SEC requires it, e.g. `Name email@example.com`) and stay under 10 requests per second. Never substitute a summary site for the filing itself.
+A request brief that works:
 
-**B. Only if the host has no retrieval path at all** → `Retrieval: pasted by user`. Ask the user for the sections needed. The repository's own fetch helpers are optional, keyless, and live outside this plugin — they are never run from here.
+```
+Ticker: AAPL
+Evidence: latest annual report (10-K), fiscal year 2024
+Sections: Item 1, 1A, 7, 7A, 8, 9A, 3, Items 10–13 if incorporated
+Return: document text, venue, filing date, accession, link
+As-of: 2025-02-05
+```
+
+Substitute the ticker, fiscal year and section list; leave the return fields unchanged. If the issuer files 20-F, write "20-F" instead of "10-K" and the same fields apply. Ask for the whole filing once rather than one Item at a time: the digest compares sections against each other, and a section-by-section fetch loses the cross-references the filing relies on.
+
+**If the host has no retrieval path at all** → `Retrieval: pasted by user`. Ask for the sections needed and say which ones are missing.
 
-**C. Neither** → show the ⚠️ *Source unavailable* warning and digest only what the user provided. What is absent stays absent: no accession number, figure or date is filled in from memory.
+**If nothing comes back** → show the ⚠️ *Source unavailable* warning and digest only what the user provided. What is absent stays absent: no accession number, figure or date is filled in from memory. A summary site is never a substitute for the filing itself.
 
 ---
 
 ## How to Use
 
 ```
-# Analyze by ticker (retrieves the latest 10-K via the EDGAR path above, or asks you to paste it)
+# Analyze by ticker (requests the latest 10-K through the host data contract, or asks you to paste it)
 /10k-digest AAPL
 
 # Paste 10-K text directly
@@ -56,7 +65,7 @@ The skill produces a single markdown document with the following sections in ord
 # [Company Name] ([TICKER]) — 10-K Digest
 **Fiscal Year:** [FY20XX ending MM/DD/YYYY]
 **Filed:** [Filing date]
-**Source:** SEC EDGAR — [Direct URL to filing]
+**Source:** [venue, document, filing date, accession or link returned by retrieval]
 **Prepared:** [Today's date]
 **Language:** English | 繁體中文
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/references/11-key-metrics-table.md

@@ -109,8 +109,9 @@ List all sources cited in this digest. Format:
 ```
 ## References
 
-1. **SEC EDGAR Filing** — [Company] 10-K, FY[XXXX]
-   URL: https://www.sec.gov/cgi-bin/browse-edgar?...
+1. **Annual report** — [Company] 10-K, FY[XXXX]
+   Source: [venue and document name as returned by retrieval]
+   Link: [link returned by retrieval, or "not returned"]
    Filed: [Date] | Accession No.: [XXXXXXXXXX-XX-XXXXXX]
 
 2. **Item 1 — Business** (pp. X–X of filing)

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/bear-case/SKILL.md

@@ -5,6 +5,13 @@ description: Build the strongest possible bear case against a stock — a delibe
 
 # Bear Case (Bearish Investor)
 
+## Evidence request
+
+通过宿主数据契约请求：披露文件（公告、年报或招股书，带回出处与文档日期）、行情序列（复权口径与 as-of）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before running any analysis, always retrieve the latest market data for the ticker:
@@ -22,12 +29,12 @@ Never substitute a remembered value for a retrieved one. Getting the number is t
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/catalyst-calendar/SKILL.md

@@ -5,6 +5,13 @@ description: Forward-looking catalyst calendar identifying upcoming events and t
 
 # Catalyst Calendar
 
+## Evidence request
+
+通过宿主数据契约请求：披露文件（公告、年报或招股书，带回出处与文档日期）、宏观序列（数值、期间与发布日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before running any analysis, always retrieve the latest market data for the ticker:
@@ -22,12 +29,12 @@ Never substitute a remembered value for a retrieved one. Getting the number is t
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/SKILL.md

@@ -5,6 +5,13 @@ description: Deep competitive moat analysis, market position assessment, and ind
 
 # Competitor Analysis
 
+## Evidence request
+
+通过宿主数据契约请求：同业可比数据（口径与期间一致）、财务报表（三表与附注，注明期间与 as-of）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before running any analysis, always retrieve the latest market data for the ticker:
@@ -22,12 +29,12 @@ Never substitute a remembered value for a retrieved one. Getting the number is t
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/references/13-input-formats.md

@@ -18,7 +18,7 @@ See `SKILL.md` for what to read and when; this part is procedure, not routing.
 # Moat analysis only (faster, focused output)
 /competitor-analysis GOOGL --moat-only
 
-# Full analysis with visual output for /report-generator
+# Full analysis with chart-ready tables for the host chart channel
 /competitor-analysis AMZN --visual
 ```
 
@@ -83,7 +83,7 @@ Provide a comprehensive competitive analysis report with:
 - Porter's Five Forces radar chart data
 - Competitive benchmarking grouped bar chart data
 - Moat score components horizontal bar chart data
-- Chart specifications for HTML report generation via `/report-generator`
+- Chart specifications the host chart channel can render (this plugin exports no HTML)
 
 ## Standard Signal Output
 

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/SKILL.md

@@ -5,6 +5,13 @@ description: "Comprehensive capital allocation analysis: dividends, buybacks, M&
 
 # Capital Allocation Analysis (Dividend, Buyback, M&A & FCF Deployment)
 
+## Evidence request
+
+通过宿主数据契约请求：财务报表（三表与附注，注明期间与 as-of）、行情序列（复权口径与 as-of）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before running any analysis, always retrieve the latest market data for the ticker:
@@ -22,12 +29,12 @@ Never substitute a remembered value for a retrieved one. Getting the number is t
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/13-fcf-deployment-scorecard.md

@@ -85,27 +85,19 @@ Score    Interpretation
 
 ## Data Sources
 
-**Primary Financials**
-- SEC filings (10-K / 10-Q): FCF, net income, dividends paid (cash flow statement), share repurchase disclosures
-- Company investor relations pages: dividend history, buyback program announcements, earnings call transcripts
-
-**Dividend Research Platforms**
-- **Simply Safe Dividends**: Dividend Safety Scores, comprehensive dividend data (premium)
-- **Dividend.com**: Dividend yield, history, DRIP calculators
-- **DRIP Investing Resource Center (dripinvesting.org)**: Aristocrats/Kings lists
-- **Seeking Alpha Dividends**: Analyst commentary on dividend sustainability
-- **S&P Global**: Official Dividend Aristocrats and Kings lists
-
-**Capital Allocation Research**
-- **Compustat / FactSet**: Multi-year buyback and M&A data
-- **Bloomberg**: Credit ratings, bond spreads, covenant disclosures
-- **Morningstar**: Capital allocation ratings, M&A track record, stewardship grade
-- **GuruFocus**: FCF analysis, buyback history, insider ownership
-
-**Screening Tools**
-- Finviz screener: Filter by dividend yield, payout ratio, buyback yield
-- Morningstar: Capital Allocation rating (Exemplary / Standard / Poor)
-- GuruFocus: Capital allocation and management quality scores
+## Evidence to request
+
+Ask the host data contract for the evidence behind the scorecard, not for a vendor list:
+
+- **Financial statements** — free cash flow, net income, dividends paid, and share repurchases, each with the period and the accounting basis it uses
+- **Issuer disclosures** — dividend history, a buyback programme announcement, and the earnings-call material that explains a change in payout policy
+- **Payout classification** — whether the name appears on a published dividend-growth index, and which index and vintage that claim comes from
+- **Capital-allocation evidence** — credit ratings, bond spreads, covenant terms, and buyback / M&A history, each with its as-of date
+- **Screening thresholds** — dividend yield, payout ratio and buyback yield computed from the returned statements, not copied from a third-party screen
+
+If a figure exists only on an analyst commentary page, label it secondary and keep it out of the primary ratios.
+
+Two habits keep the scorecard honest. First, compute every ratio from the same statement set and the same period; a payout ratio built from one year's dividend and another year's FCF is not a ratio. Second, when the company funds the dividend with debt or asset sales, say so next to the coverage figure — the scorecard measures how the cash was deployed, not just whether the payment arrived.
 
 ## Input Formats
 

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/SKILL.md

@@ -5,6 +5,13 @@ description: Analyze earnings call transcripts for sentiment, key themes, and ma
 
 # Earnings Call Analysis
 
+## Evidence request
+
+通过宿主数据契约请求：电话会纪要（正文与问答，带回日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before running any analysis, always retrieve the latest market data for the ticker:
@@ -22,12 +29,12 @@ Never substitute a remembered value for a retrieved one. Getting the number is t
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/references/11-data-sources.md

@@ -3,65 +3,38 @@
 Part 2 of 3 for `earnings-call-analysis` — Data Sources; Input Formats; Output; Analysis Guidelines; Usage Examples; Integration Notes; Standard Signal Output
 See `SKILL.md` for what to read and when; this part is procedure, not routing.
 
-## Data Sources
+## Evidence request
 
-Reference the following sources when analyzing earnings calls:
+Ask for the evidence this analysis needs through the host data contract, in one request:
 
-### Primary Sources
-- **SEC EDGAR 8-K Filings**: Official transcripts filed within 4 days of call
-  - Search: https://www.sec.gov/edgar/searchedgar/companysearch.html
-  - Look for: Item 2.02 (Results of Operations and Financial Condition)
+- the latest call: transcript with prepared remarks and Q&A, call date, fiscal quarter, and the venue or document that carries it
+- the filing that accompanies it: the results release (8-K / 6-K items) or the 10-Q / 10-K the call refers to
+- the materials distributed with the call: press release, investor presentation, supplemental schedules
+- the prior-quarter call, for comparison
+- a consensus or guidance baseline only if the host actually returned one, labelled as such
 
-- **Company Investor Relations**: Live webcasts and archived recordings
-  - Typically at: [company-website.com]/investors/earnings
-  - May include slides and supplemental materials
+Do not ask the user to pick a data vendor and do not request credentials: the host decides where the evidence comes from and returns each item with provenance (venue, document, date, accession or link). State the as-of date on every figure the analysis leans on, and keep the period labels (fiscal quarter, trailing twelve months) exactly as the evidence source defines them. If the transcript cannot be retrieved, say so and stop the transcript-dependent parts — never reconstruct quotes, tone or Q&A from memory.
 
-### Transcript Services
-- **Seeking Alpha**: Free transcript archive with searchable database
-  - Format: https://seekingalpha.com/symbol/[TICKER]/earnings/transcripts
+## Input formats
 
-- **AlphaSense**: Premium transcript service with AI search (paid)
-- **Bloomberg Terminal**: Real-time transcripts and historical archive (paid)
-- **FactSet**: Transcript archive with analytics (paid)
+### Format 1: Transcript text
 
-### Supplementary Information
-- **Earnings Press Release**: Published before call, contains prepared financial results
-- **Investor Presentation Slides**: Visual aids referenced during call
-- **10-Q/10-K Filings**: Detailed financials for context
-- **Prior Quarter Calls**: For comparison and trend analysis
+Paste the transcript as returned by retrieval, including the corporate participants section, prepared remarks, the Q&A and any forward-looking disclaimer. Treat it as `pasted by user`.
 
-## Input Formats
+### Format 2: Call details only
 
-Accept earnings call data in the following formats:
-
-### Format 1: Transcript Text
-```
-Paste the full transcript text from the earnings call, including:
-- Corporate Participants section
-- Prepared Remarks
-- Q&A Session
-- Forward-Looking Statements disclaimer (if present)
-```
-
-### Format 2: Transcript URL
-```
-Provide URL to transcript:
-- Seeking Alpha URL
-- Company IR page URL
-- SEC EDGAR filing link
-```
-
-### Format 3: Call Details for Manual Analysis
 ```
 Company: [Name]
 Ticker: [SYMBOL]
 Quarter: Q[1-4] [YEAR]
-Call Date: [MM/DD/YYYY]
+Call date: [MM/DD/YYYY]
 
-Key Questions to Focus On:
-- [Specific aspects to analyze]
+Key questions to focus on:
+- [specific aspects to analyze]
 ```
 
+With only call details, request the transcript and the accompanying filing through the host channel first. If neither comes back, deliver the framework, name the missing fields, and stop short of writing a transcript analysis; a press release alone supports the guidance section but not the tone or Q&A reads, so say which sections the evidence actually covers.
+
 ## Output
 
 Provide comprehensive earnings call analysis report with:
@@ -184,7 +157,7 @@ Claude compares with prior quarter (Q3 2024) to highlight changes and trends
 ## Integration Notes
 
 - Can be used standalone or in conjunction with /stock-eval
-- Output can be fed to /report-generator for HTML/PDF export
+- Chart-ready tables stay in the answer; the host chart channel renders them (this plugin exports no HTML/PDF)
 - Particularly valuable around earnings season (Jan, Apr, Jul, Oct)
 - Best used within 1-2 days of earnings release while market is digesting information
 

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/SKILL.md

@@ -5,6 +5,13 @@ description: The before-earnings skill — consensus vs. whisper, 8-quarter beat
 
 # Earnings Preview — What Is Priced In Before the Print
 
+## Evidence request
+
+通过宿主数据契约请求：财务报表（三表与附注，注明期间与 as-of）、期权链（行权价、到期、IV、持仓量）、宏观序列（数值、期间与发布日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before running any analysis, always retrieve the latest market data for the ticker:
@@ -22,12 +29,12 @@ Never substitute a remembered value for a retrieved one. Getting the number is t
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/economics-analysis/SKILL.md

@@ -5,11 +5,18 @@ description: Analyze US economic indicators and their impact on markets
 
 # US Economics Analysis
 
+## Evidence request
+
+通过宿主数据契约请求：宏观序列（数值、期间与发布日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before running any analysis, retrieve the latest release of every indicator you use:
 
-1. **Fetch current readings** — get the latest value and release date of each indicator (FRED, BLS, BEA, ISM, the Fed) through the host's own data path; delegate the request in a role-split host. Never assume a reading from training data; indicators are revised and re-released on a schedule.
+1. **Fetch current readings** — get the latest value and release date of each indicator (policy rate, inflation, employment, activity and sentiment releases) through the host's own data path; delegate the request in a role-split host. Never assume a reading from training data; indicators are revised and re-released on a schedule.
 2. **Confirm key figures** — the policy rate, the 2s10s spread, the latest CPI/PCE, payrolls and unemployment, and PMI, each with its release date.
 3. **State your data source** — fill in the `Data & Sources` header (next section) so the origin, as-of date, retrieval path, and confidence of every figure are explicit at the top of the output.
 4. **Stop on missing data** — if a figure cannot be retrieved through the host's data path, name what is missing and stop; the analysis does not run on remembered values:
@@ -22,12 +29,12 @@ Never substitute a remembered value for a retrieved one. Getting the print is th
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/SKILL.md

@@ -5,6 +5,13 @@ description: ETF / index-fund due diligence — expense ratio vs. category, trac
 
 # ETF Analysis — What You Actually Own, and What It Costs You
 
+## Evidence request
+
+通过宿主数据契约请求：行情序列（复权口径与 as-of）、披露文件（公告、年报或招股书，带回出处与文档日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before running any analysis, always retrieve the latest fund data for the ticker:
@@ -22,12 +29,12 @@ Never substitute a remembered value for a retrieved one. Getting the factsheet i
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/SKILL.md

@@ -1,16 +1,23 @@
 ---
 name: fact-check
-description: Claim-level verification of any report or data set — extract every figure and factual claim, check each against a primary source (SEC filing, company IR, FRED, exchange data, or the user's own document), recompute derived numbers, mark ✅ verified / ⚠️ mismatch / ❓ unverifiable, and re-issue the report with inline citations and a References section; Verification Score 0–10
+description: Claim-level verification of any report or data set — extract every figure and factual claim, check each against a primary source (a statutory filing, an official statistics release, exchange data, issuer material, or the user's own document), recompute derived numbers, mark ✅ verified / ⚠️ mismatch / ❓ unverifiable, and re-issue the report with inline citations and a References section; Verification Score 0–10
 ---
 
 # Fact Check — Verify the Numbers, Cite the Sources
 
+## Evidence request
+
+通过宿主数据契约请求：披露文件（公告、年报或招股书，带回出处与文档日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before verifying anything, establish what data each claim actually needs:
 
 1. **Fetch current price only where a claim needs it** — market claims (price, market cap, yield, multiples "today") are checked against a live quote for the report's as-of date and today's, obtained through the host's own data path (delegate it in a role-split host). Reported figures, historical comparisons, and `--recompute` runs need **no** live quote — do not request one, and do not let its absence block them. Never assume a price from training data.
-2. **Confirm key figures** — for this skill the "key figures" are the *sources themselves*: the filing (10-K / 10-Q / 8-K / proxy / Form 4 / 13F), the IR release, the FRED series, the exchange or issuer data, or the document the user pasted. Retrieve or request them before judging a single claim. A claim checked against memory is not checked.
+2. **Confirm key figures** — for this skill the "key figures" are the *sources themselves*: the filing (10-K / 10-Q / 8-K / proxy / Form 4 / 13F), the issuer release, the official statistics release, the exchange or issuer data, or the document the user pasted. Retrieve or request them before judging a single claim. A claim checked against memory is not checked.
 3. **State your data source** — fill in the `Data & Sources` header (next section) so the origin, as-of date, retrieval path, and confidence of every figure are explicit at the top of the output.
 4. **Flag stale data explicitly** — if a live quote is needed for a market claim and unavailable, display this warning before proceeding, and mark those claims `❓` or `🕒` rather than guessing:
 
@@ -22,12 +29,12 @@ The warning describes the *inputs actually used*: when every claim was checked a
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/10-overview.md

@@ -53,7 +53,7 @@ Read the report once and list **every** checkable statement — not just the hea
 | 4 | "CFO bought $1.2M of stock in May" | $1.2M · 2026-05 | fact (Form 4) | — | §5 Insider |
 | 5 | "top customer is 18% of revenue" | 18% · FY2026 | reported (10-K risk factors) | — | §1 |
 
-**Claim types** decide which source can verify them: *reported* (a figure stated in a filing or release), *derived* (computed from reported figures — must be recomputed, not just matched), *market* (price, market cap, yield — needs an as-of date), *estimate* (consensus, guidance — needs the source and date of the estimate), *macro* (rates, CPI — FRED / BLS series and vintage), *fact* (an event: a filing, a transaction, an appointment), *qualitative* (a characterization — "dominant", "improving" — checked for whether the cited evidence supports it, never marked verified on its own).
+**Claim types** decide which source can verify them: *reported* (a figure stated in a filing or release), *derived* (computed from reported figures — must be recomputed, not just matched), *market* (price, market cap, yield — needs an as-of date), *estimate* (consensus, guidance — needs the source and date of the estimate), *macro* (rates, CPI — official statistics series and their vintage), *fact* (an event: a filing, a transaction, an appointment), *qualitative* (a characterization — "dominant", "improving" — checked for whether the cited evidence supports it, never marked verified on its own).
 
 Mark the **signal-driving** claims. They carry more weight in the score and a mismatch on one of them changes the report's standing.