@v587d/capital-generation 2.10.1 → 2.11.0

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/11-phase-2-source-hierarchy.md

@@ -9,14 +9,20 @@ Only a source the reader could open verifies a claim. Rank what you use, and rec
 
 | Tier | Sources | Verifies |
 |------|---------|----------|
-| **1 — Primary** | SEC EDGAR filings (10-K, 10-Q, 8-K, DEF 14A, Form 4, 13F, S-1), the company's own IR release or presentation, FRED / BLS / BEA series, the exchange's or ETF issuer's published data, IRS publications, the fund prospectus / factsheet | reported figures, facts, macro, fund data |
+| **1 — Primary** | statutory filings (10-K, 10-Q, 8-K, DEF 14A, Form 4, 13F, S-1), the company's own release or presentation, official statistics releases, the exchange's or ETF issuer's published data, tax-authority publications, the fund prospectus / factsheet | reported figures, facts, macro, fund data |
 | **1 — User-supplied** | The document the user pasted (a filing excerpt, a broker statement, a data export) | its own figures — labelled `user-supplied` so the reader knows verification stops at the user's document |
-| **2 — Secondary** | Reputable financial data vendors and press explicitly quoting a primary document, consensus aggregators for estimates | market data and estimates, with the vendor and date recorded; a reported figure verified only at Tier 2 is marked `✅ (secondary)` |
+| **2 — Secondary** | Reputable data vendors and press explicitly quoting a primary document, plus consensus aggregators for estimates | market data and estimates, with the vendor and date recorded; a reported figure verified only at Tier 2 is marked `✅ (secondary)` |
 | **3 — Not a source** | Model memory, forum posts, uncited summaries, a second AI output | nothing — a claim matched only against these stays `❓` |
 
 Prefer the most specific location: Item and Note number, statement line, table, page. "The 10-K" is a document, not a citation.
 
-**Retrieving a Tier-1 source without an API key.** Once retrieval is approved, go straight to SEC EDGAR rather than a summary site — in a role-split host, hand the URL and the fields needed to the agent that owns retrieval rather than fetching here: resolve the CIK from `https://www.sec.gov/files/company_tickers.json` (zero-pad `cik_str` to 10 digits); list filings from `https://data.sec.gov/submissions/CIK##########.json`, where `filings.recent.form` / `filingDate` / `reportDate` / `accessionNumber` / `primaryDocument` line up by index (`10-K`, `10-Q`, `8-K`, `DEF 14A`, `4` for insider transactions — Form 4s are filed under the issuer's CIK as well as the insider's — and `20-F` / `6-K` for foreign issuers); open the document at `https://www.sec.gov/Archives/edgar/data/<CIK without leading zeros>/<accession without dashes>/<primaryDocument>`; and cross-check statement figures against the tagged facts at `https://data.sec.gov/api/xbrl/companyfacts/CIK##########.json`. Send an identifying `User-Agent` and stay under 10 requests per second. Record `Retrieval: web/tool retrieval`, the accession number and the filing date. **Institutional holdings are the exception to the issuer-CIK route:** Form `13F-HR` is filed by the investment *manager*, so it never appears under the target company's CIK. Resolve the manager (from the claim: "Vanguard holds 8.9%") to *its* CIK, list its `13F-HR` filings, and verify the position in the information table by the target's CUSIP — or use EDGAR full-text search (`https://www.sec.gov/edgar/search/#/q=%22<company or CUSIP>%22&forms=13F-HR`) to find which managers report the security. A 13F verifies one manager's position at one quarter-end; an aggregate "institutional ownership %" is a secondary-source figure and is marked `✅ (secondary)` at best. Only where the host has no retrieval path at all, ask the user to paste the document and mark `Retrieval: pasted by user` — the repository's helper scripts are not part of this plugin and are never run from here. A source that could not be retrieved leaves its claims `❓`; it is never filled from memory.
+**Requesting a Tier-1 source.** Once retrieval is approved, ask the host data contract for the document rather than a summary page — in a role-split host the request goes to the agent that owns retrieval, never out of the analysis role. Put in the request: the issuer or manager, the form (`10-K`, `10-Q`, `8-K`, `DEF 14A`, `4` for insider transactions — Form 4s are filed under the issuer's CIK as well as the insider's — `20-F` / `6-K` for foreign issuers), the period, the sections or exhibits needed, and the return fields: document text, venue, filing date, accession, link. When tagged statement facts come back with the filing, use them to cross-check the figures read from Item 8. Record `Retrieval: web/tool retrieval`, the accession number and the filing date.
+
+**Institutional holdings are the exception to the issuer route:** Form `13F-HR` is filed by the investment *manager*, so it never appears under the target company's CIK. Ask by manager (from the claim: "Vanguard holds 8.9%") and verify the position in the information table by the target's CUSIP — or ask retrieval to search filings by company or CUSIP to find which managers report the security. A 13F verifies one manager's position at one quarter-end; an aggregate "institutional ownership %" is a secondary-source figure and is marked `✅ (secondary)` at best.
+
+Only where the host has no retrieval path at all, ask the user to paste the document and mark `Retrieval: pasted by user`. A source that could not be retrieved leaves its claims `❓`; it is never filled from memory.
+
+**What each retrieved item must let you write.** For every primary source, record the venue, the document and its date, the period it covers, and the accession or link the retrieval returned. A citation you cannot fill this way is not a citation: drop the claim back to `❓` rather than naming a document you did not receive. When two returned sources disagree, keep both rows, show the period and the accounting basis each one uses, and let the verdict carry the conflict — do not average them into a third figure the sources never reported, and do not quietly prefer the one that supports the claim.
 
 ### Phase 3 — Verify each claim
 

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/13-notes.md

@@ -10,7 +10,7 @@ See `SKILL.md` for what to read and when; this part is procedure, not routing.
 - **Unverifiable is not false.** The corrected copy must never read as if a `❓` claim were refuted. The honest output for a claim without a source is the claim, unchanged, with `[?]`.
 - **Fiscal calendars cause most false mismatches.** Establish the fiscal year end and the period each table covers before comparing anything.
 - **Do not fabricate a reference to fill a gap.** No accession number, page, or URL that was not actually seen. If the environment cannot retrieve, report the claim as blocked — do not fall back to memory.
-- **Pairs with**: `result-validator` (consumes the score), `learning-coach` (explains the ledger to a beginner), `10k-digest` and `financial-report-analyst` (produce well-cited inputs in the first place), `full-report` (run this on the composite before shipping it), `thesis-tracker` (verify the KPI values before recording them at a check).
+- **Pairs with**: `result-validator` (consumes the score), `learning-coach` (explains the ledger to a beginner), `10k-digest` and `financial-report-analyst` (produce well-cited inputs in the first place), `thesis-tracker` (verify the KPI values before recording them at a check); re-run this ledger on the composite before it goes into the final answer.
 
 ## Thesis Invalidation
 

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/SKILL.md

@@ -5,6 +5,13 @@ description: Analyze company financial reports (10-K, 10-Q, annual reports) and
 
 # Financial Report Analyst
 
+## 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）、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/financial-report-analyst/references/10-overview.md

@@ -30,18 +30,19 @@ Provide the report in one of these ways:
 /financial-report-analyst GOOGL --compare-prior
 ```
 
-### Retrieving the filing — the keyless EDGAR path
+### Evidence request — the filing
 
-When the user names a ticker instead of pasting text, this skill still fetches nothing by itself. Get the primary document from SEC EDGAR (free, no API key) **through the host's retrieval path — delegate it in a role-split host** — and mark `Retrieval: delegated retrieval`:
+When the user names a ticker instead of pasting text, this skill still fetches nothing by itself. Ask the host data contract for the primary document and mark `Retrieval: delegated retrieval`:
 
-1. **Ticker → CIK:** `https://www.sec.gov/files/company_tickers.json` — match `ticker` (`BRK-B` for `BRK.B`), zero-pad `cik_str` to 10 digits.
-2. **Filings index:** `https://data.sec.gov/submissions/CIK##########.json` — in `filings.recent`, the arrays `form` · `filingDate` · `reportDate` · `accessionNumber` · `primaryDocument` line up by index. Pick the newest row whose `form` is the one asked for: `10-K` (annual; `20-F` for foreign private issuers), `10-Q` (quarterly; `6-K` for foreign issuers), `8-K` (earnings release is usually Exhibit 99.1 in the filing folder), `DEF 14A` (proxy).
-3. **Document:** `https://www.sec.gov/Archives/edgar/data/<CIK without leading zeros>/<accessionNumber without dashes>/<primaryDocument>` — the full filing as HTML. The folder's `<accessionNumber>-index.htm` lists every exhibit.
-4. **Statement facts (to cross-check Item 8):** `https://data.sec.gov/api/xbrl/companyfacts/CIK##########.json`.
+- **What to ask for** — the filing the analysis is about: form (`10-K` annual, `10-Q` quarterly, `8-K` for the results release, `DEF 14A` proxy; `20-F` / `6-K` for foreign private issuers), the fiscal period, the filing date, the accession number, and the sections to read.
+- **What comes back** — the document, the exhibit list when the release is an exhibit, and provenance: venue, document, date, accession or the link the retrieval returned.
+- **Cross-checks** — when tagged statement facts come back with the filing, use them to confirm the figures read from Item 8 and say which you used.
 
-Identify yourself with a `User-Agent` header (`Name email`) and stay under 10 requests per second. For `--compare-prior`, take the second-newest row of the same form. Cite accession number and filing date in the `Data & Sources` header.
+For `--compare-prior`, ask for the prior-period filing of the same form in the same request. Cite the accession number and filing date in the `Data & Sources` header. The retrieval role owns identifier lookup and document access; this skill never searches or downloads by itself.
 
-Only where the host has no retrieval path at all, ask the user to paste the sections and mark `Retrieval: pasted by user` — the repository's helper scripts are not part of this plugin and are never run from here. If neither is available, the figures stay missing: report the gap under the ⚠️ warning instead of lowering confidence on an estimate.
+Only where the host has no retrieval path at all, ask the user to paste the sections and mark `Retrieval: pasted by user`. If neither is available, the figures stay missing: report the gap under the ⚠️ warning instead of lowering confidence on an estimate.
+
+When the results release arrives as an exhibit rather than the filing itself, say so and name the exhibit in the citation; an 8-K exhibit and the 10-Q that follows it are different documents with different review levels, and a figure lifted from one cannot be attributed to the other. Read the sections in the order the request returned them, and quote the page or Item you are reading — a section summary that cannot be traced back to a page is not usable evidence for the ratios that follow, and it cannot be re-checked by anyone reading the answer later.
 
 ---
 

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

@@ -5,6 +5,13 @@ description: Map an industry's supply / value chain as a directed graph — upst
 
 # Industry Map — Supply & Value Chain
 
+## Evidence request
+
+通过宿主数据契约请求：行业数据（产量、价格、政策，注明来源与日期）、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 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/industry-map/references/10-overview.md

@@ -13,7 +13,7 @@ A value chain is a **directed graph**: nodes are the layers of production (raw m
 2. **Chokepoints** — the layer(s) with the fewest credible suppliers capture disproportionate value. Following the chain reveals bottleneck monopolies (e.g. EUV lithography, leading-edge foundry) that are the real toll-collectors of a theme.
 3. **Value migration** — the profit pool is not fixed. It shifts down (or up) the chain over time as scarcity moves. Mapping the chain lets you form a thesis about *where the money goes next* — the "picks-and-shovels" and second-order plays.
 
-This complements — and does not duplicate — the existing skills. `competitor-analysis` studies one company's moat *horizontally* against its direct peers; `sector-analysis` ranks the 11 GICS sectors for rotation. This skill maps a theme or product *vertically*, cutting **across** sectors, to show the whole flow. Output feeds naturally into `competitor-analysis` (pick a node, study its moat), `stock-screener` (rank the tickers at one layer), and `chart-master` / `report-generator` (render the graph).
+This complements — and does not duplicate — the existing skills. `competitor-analysis` studies one company's moat *horizontally* against its direct peers; `sector-analysis` ranks the 11 GICS sectors for rotation. This skill maps a theme or product *vertically*, cutting **across** sectors, to show the whole flow. Output feeds naturally into `competitor-analysis` (pick a node, study its moat), `stock-screener` (rank the tickers at one layer), and, when a chart is wanted, the host chart channel (the graph spec stays in the answer; this plugin renders through `render_chart` only in its drawing role).
 
 ---
 
@@ -65,7 +65,7 @@ Confirm the boundaries: where does the chain start (how far upstream — mined o
 
 ## 3. Step 2 — Build the Chain Map (the graph)
 
-Produce the directed graph. **Default to a Mermaid `flowchart`** (renders in Claude, Cursor, Gemini, GitHub, and the site); fall back to ASCII when Mermaid is unavailable. Hand off to `chart-master` for a richer HTML render or for a `report-generator` export.
+Produce the directed graph. **Default to a Mermaid `flowchart`** (renders in Claude, Cursor, Gemini, GitHub, and the site); fall back to ASCII when Mermaid is unavailable. Keep this Mermaid block as the primary output; when a richer render is wanted, leave the graph spec in the answer for the host chart channel — this plugin exports no HTML.
 
 **Mermaid flowchart (primary output):**
 

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/references/12-visualization-support.md

@@ -5,7 +5,7 @@ See `SKILL.md` for what to read and when; this part is procedure, not routing.
 
 ## 11. Visualization Support
 
-When `--visual` is used, provide graph specs ready for `chart-master` / `report-generator`:
+When `--visual` is used, provide graph specs ready for the host chart channel:
 
 ### Chain Graph
 **Chart type**: Directed graph (Mermaid `flowchart LR` primary, ASCII fallback, graphviz/HTML for rich export). Nodes = layers with representative tickers; edges = supplier→customer flow.

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

@@ -5,6 +5,13 @@ description: Track and analyze insider buying/selling activity from SEC Form 4 f
 
 # Insider Trading Analysis
 
+## 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 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/insider-trading/references/11-pattern-recognition.md

@@ -53,32 +53,17 @@ Identify concerning patterns:
 - Look at historical patterns for that individual
 - Assess whether selling is proportional to holdings
 
-### 10. Data Sources & Research Tools
+### 10. Evidence to request
 
-Reference the following sources for insider trading data:
+Ask the host data contract for insider filings and their fields:
 
-**Primary Source - SEC EDGAR**
-- Form 4 filings: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=4&company=[TICKER]
-- Form 3 filings: Initial beneficial ownership
-- Form 5 filings: Annual statements
-- File within 2 business days of transaction (Form 4)
+- **Filings** — Forms 3, 4 and 5 for the issuer and for the insiders named in the claim; a Form 4 is due within two business days of the transaction
+- **Return fields** — insider name and title, transaction date, filing date, shares bought or sold, price per share, shares owned after the transaction, transaction code (P, S, M, …), and any 10b5-1 plan footnote
+- **Aggregates** — an insider-sentiment or cluster score is a secondary figure unless it names the filings it was computed from; label it as such
 
-**Aggregator Websites**
-- **OpenInsider.com**: Free, comprehensive database with filters
-  - Cluster analysis tools
-  - Screeners for significant transactions
-  - Historical data back 10+ years
+Request by issuer and by insider, not by vendor. A filing that cannot be retrieved stays missing; do not fill the row from a summary site or from memory. When only an aggregate is available, show the filings it claims to summarise next to it — if the aggregate cannot name them, it cannot support a conviction call.
 
-- **SEC Form 4 Tracker**: Real-time Form 4 monitoring
-- **Finviz Insider**: Basic insider data with visualizations
-- **GuruFocus Insider**: Premium insider analysis
-
-**Premium Tools**
-- **Bloomberg Terminal**: Comprehensive insider data and analytics
-- **FactSet**: Insider transaction database
-- **S&P Capital IQ**: Detailed ownership and transaction data
-
-**Key Data Points to Extract**
+**Fields the analysis needs**
 - Insider name and title
 - Transaction date and filing date
 - Shares bought/sold
@@ -93,7 +78,7 @@ Reference the following sources for insider trading data:
 ```
 User: /insider-trading AAPL
 
-Claude retrieves recent Form 4 data from SEC EDGAR and analyzes
+The agent requests recent Form 4 data through the host data contract and analyzes it
 ```
 
 ### Format 2: Specific Time Period
@@ -107,7 +92,7 @@ Claude focuses on Q4 2024 insider transactions
 ```
 User: /insider-trading --data
 
-[Paste Form 4 data table or CSV from OpenInsider/SEC]
+[Paste the Form 4 data table or export you have]
 
 Claude analyzes provided data
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/references/12-interpretation-guidelines.md

@@ -71,7 +71,7 @@ with the filing dates that support each.
 
 - Combine with /stock-eval for complete due diligence
 - Use /institutional-ownership for full insider + institutional picture
-- Feed analysis to /report-generator for visual charts of insider activity
+- Leave chart-ready tables in the answer; the host chart channel renders them (this plugin has no report export)
 - Best used monthly or after significant insider filing activity
 - Particularly valuable when analyzing small-mid cap stocks (insiders have more edge)
 

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

@@ -5,6 +5,13 @@ description: Track changes in institutional holdings and identify smart money mo
 
 # Institutional Ownership Analysis
 
+## 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 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/institutional-ownership/references/11-ownership-concentration-analysis.md

@@ -129,7 +129,7 @@ Reference the following sources for institutional ownership data:
 - **What**: Quarterly holdings reports required of institutional investment managers exercising investment discretion over **≥ $100 million in Section 13(f) securities** (the test is 13(f) securities under management, not the firm's total AUM)
 - **Who**: Institutional investment managers
 - **When**: Filed within 45 days of quarter-end
-- **Where**: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&type=13F
+- **Where**: the manager's own filing, as returned by the host retrieval channel
 
 **13F Filing Calendar**
 - Q1 (Mar 31) → Filed by May 15
@@ -152,15 +152,12 @@ Reference the following sources for institutional ownership data:
 
 - **13G**: Passive investors, no control intent
   - Deadlines depend on filer type (revised schedule in force since 2024-09-30): qualified institutional investors — 45 days after the quarter-end in which they cross 5%, or 5 business days after month-end once above 10%; passive investors — 5 business days after crossing 5%; exempt investors — 45 days after quarter-end
-  - Verify the current deadline on sec.gov before dating a filing as late
+  - Check the deadline in force on the filing date before dating a filing as late; deadlines have changed twice since 2024
   - Simplified reporting for passive positions
 
-**Aggregator Services**
-- **WhaleWisdom.com**: Free 13F database with analytics
-- **Dataroma**: Tracks super investor portfolios
-- **GuruFocus**: Premium institutional tracking
-- **Whalewisdom**: Advanced screening and alerts
-- **Bloomberg/FactSet**: Comprehensive institutional data (paid)
+**What to request, and what it can support**
+
+Ask by manager and by issuer: the 13F-HR information table for a given quarter-end, the 13D/G filing with its amendment history, and the issuer's own share count for the same date. An aggregated "institutional ownership %" is a secondary figure — it mixes managers, quarter-ends and filing lags — so label it as such and never let it stand in for a manager-level position.
 
 
 This section is not finished here: `Analysis Framework` continues in `references/12-red-flags-warning-signs.md`.

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/references/12-red-flags-warning-signs.md

@@ -47,7 +47,7 @@ Claude focuses on specific institutional holders' activity
 ```
 User: /institutional-ownership --data
 
-[Paste 13F data table from WhaleWisdom or SEC]
+[Paste the 13F data table or export you have]
 
 Claude analyzes provided institutional holdings data
 ```
@@ -179,7 +179,7 @@ and ranks them by net institutional accumulation.
 
 - Combine with /insider-trading for complete ownership analysis
 - Use with /stock-eval for comprehensive due diligence
-- Feed to /report-generator for visual ownership trend charts
+- Leave chart-ready tables in the answer; the host chart channel renders them (this plugin has no report export)
 - Best used quarterly after 13F filing deadlines (May, Aug, Nov, Feb)
 - Particularly valuable for small-mid cap stocks where institutional buying can be catalyst
 - Less meaningful for mega-caps where ownership changes are primarily index-driven

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

@@ -5,6 +5,13 @@ description: Explains any InvestSkill output like a mentor — every metric in p
 
 # Learning Coach — Understand the Analysis You Just Got
 
+## Evidence request
+
+通过宿主数据契约请求：使用者提供的输入（成交、持仓或论点记录）。
+
+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 explaining anything, check the material you were handed:
@@ -24,12 +31,12 @@ 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/learning-coach/references/10-overview.md

@@ -7,13 +7,13 @@ See `SKILL.md` for what to read and when; this part is procedure, not routing.
 
 Every lesson on the Learning track says *"here is the idea."* Every skill in the catalog says *"here is the number."* Nothing sits between them. A beginner who runs `stock-eval` gets a Piotroski score, an ROIC, a moat rating, and a BULLISH box — and has no way to know which of those actually drove the call, which range counts as good for *this* sector, or what they should now be able to say about the company in their own words.
 
-**This skill is that bridge.** It takes any InvestSkill output — a single-skill run, a `full-report`, a `bear-case`, a `portfolio-review` — and explains it the way a patient mentor would: one metric at a time, in plain words, with the good/bad range, the reason it matters for the decision, and the lesson or glossary entry that teaches it properly. Then it turns the reader from passive to active with a short ladder of Socratic questions and the one question every investor should be able to answer: *what would change your mind?*
+**This skill is that bridge.** It takes any InvestSkill output — a single-skill run, a composite final answer, a `bear-case`, a `portfolio-review` — and explains it the way a patient mentor would: one metric at a time, in plain words, with the good/bad range, the reason it matters for the decision, and the lesson or glossary entry that teaches it properly. Then it turns the reader from passive to active with a short ladder of Socratic questions and the one question every investor should be able to answer: *what would change your mind?*
 
 It closes the loop the project was built for: **run a skill → run the coach → answer its questions → re-run the skill with better inputs.**
 
 **What it is not.** It does not re-analyze, re-score, or second-guess the pasted output. The signal stays exactly as the original skill produced it. If the analysis looks wrong or unsupported, the coach says *why that matters and how to check it* — and points to `result-validator`, which is the skill built to audit an analysis. The coach teaches; the validator judges.
 
-Pairs with: every analysis skill (as input), `result-validator` (when the reader wants a verdict rather than a lesson), and the whole [Learning track](https://yennanliu.github.io/InvestSkill/learning.html).
+Pairs with: every analysis skill (as input), `result-validator` (when the reader wants a verdict rather than a lesson), and the Learning track's lesson set.
 
 ---
 
@@ -26,9 +26,11 @@ Pairs with: every analysis skill (as input), `result-validator` (when the reader
 
 Flags:
 - `--level beginner` (default) — no term is used before it is defined in one sentence; analogies allowed; at most one formula per card.
-- `--level intermediate` — assumes the [Foundations](https://yennanliu.github.io/InvestSkill/learning-foundations.html) and [Statements](https://yennanliu.github.io/InvestSkill/learning-statements.html) lessons; skips definitions of revenue, margin, EPS, P/E, free cash flow; spends the words on *interpretation* and sector context instead.
+- `--level intermediate` — assumes the Foundations and Statements lessons; skips definitions of revenue, margin, EPS, P/E, free cash flow; spends the words on *interpretation* and sector context instead.
 - `--lang zh-TW` — the whole output in Traditional Chinese; keep every metric's English name in brackets after the Chinese term the first time it appears, e.g. 自由現金流（Free Cash Flow, FCF）, so the reader can match it to the English analysis and glossary.
 
+When a card points at a lesson, name the lesson title and the track it belongs to rather than pasting a course link: the reader is studying in their own copy of the material, and a bare URL to a site this plugin does not ship only sends them looking for a page that may not match.
+
 ---
 
 ## 2. Inputs
@@ -47,7 +49,7 @@ If the user pastes a question about a metric *without* an analysis ("what is ROI
 
 ## 3. Framework — Explain Mode
 
-Work top to bottom through the pasted analysis. Keep the reader's attention on the **three or four metrics that actually moved the signal**; list the rest briefly. A 600-line `full-report` does not need 600 lines of explanation.
+Work top to bottom through the pasted analysis. Keep the reader's attention on the **three or four metrics that actually moved the signal**; list the rest briefly. A 600-line composite answer does not need 600 lines of explanation.
 
 ### Phase 1 — Read the contract first
 

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/11-phase-2-explanation-card.md

@@ -13,8 +13,8 @@ Use this card for every metric you explain. Beginner level fills every row; inte
   Why it matters  what decision it informs, and what happens to the thesis if it is wrong
   Good / bad      the general range, then the range for THIS sector or business model
   In this case    what the stated value says about this company, in one line
-  Learn it        <Lesson name> → https://yennanliu.github.io/InvestSkill/learning-<slug>.html
-                  Glossary → https://yennanliu.github.io/InvestSkill/glossary.html
+  Learn it        <Lesson name>
+                  Glossary        <term>
 ```
 
 Rules for the card:

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/12-output-format.md

@@ -62,7 +62,7 @@ calculation worked out. Re-read: Valuation → "price vs. value", Glossary → F
 - **Sector ranges are the hardest part and the most valuable.** Always state which sector's norms you are using and why; when the pasted analysis names peers, use them.
 - **Quote the analysis, cite the lesson.** Every card should point at where in the pasted text the number came from and where on the site the concept is taught — the reader should be able to check both.
 - **Traditional Chinese output** follows the Learning track's own zh-TW pages (`learning-zh-tw.html`, `glossary-zh-tw.html`); link those instead of the English pages when `--lang zh-TW` is set.
-- Long inputs: a `full-report` may contain fifteen modules. Explain the composite and the three modules with the largest weight fully; summarize the rest in the compact table and offer to expand any one on request.
+- Long inputs: a composite answer may contain fifteen modules. Explain the composite and the three modules with the largest weight fully; summarize the rest in the compact table and offer to expand any one on request.
 
 ## Thesis Invalidation
 

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

@@ -5,6 +5,13 @@ description: Analyze options Greeks, implied volatility, and strategy selection
 
 # Options Analysis
 
+## Evidence request
+
+通过宿主数据契约请求：期权链（行权价、到期、IV、持仓量）、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/portfolio-review/SKILL.md

@@ -5,14 +5,21 @@ description: Review and analyze investment portfolio performance and allocation
 
 # Portfolio Review
 
+## Evidence request
+
+通过宿主数据契约请求：持仓与成本（使用者提供）、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 & 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/position-ladder/SKILL.md

@@ -5,6 +5,13 @@ description: Plan a staged position — entry ladder, share-count floor/ceiling,
 
 # Position Ladder — Staged Entry & Cost-Basis Management
 
+## Evidence request
+
+通过宿主数据契约请求：持仓与成本（使用者提供）、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/result-validator/SKILL.md

@@ -5,6 +5,13 @@ description: Validate investment analysis results and score confidence across da
 
 # Investment Result Validator
 
+## Evidence request
+
+通过宿主数据契约请求：使用者提供的输入（成交、持仓或论点记录）。
+
+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`。
+
+
 You are a rigorous meta-analyst. Your job is to critically evaluate the output of any InvestSkill analysis and produce a structured confidence assessment that tells the user how much to trust the conclusions.
 
 ## How to Use

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/risk-stress-test/SKILL.md

@@ -5,6 +5,13 @@ description: Portfolio and position risk report — beta-weighted exposure, hist
 
 # Risk Stress Test — How Much Could This Portfolio Lose?
 
+## Evidence request
+
+通过宿主数据契约请求：持仓与成本（使用者提供）、行情序列（复权口径与 as-of）、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/sector-analysis/SKILL.md

@@ -5,6 +5,13 @@ description: Analyze US market sectors and identify rotation opportunities
 
 # Sector Analysis
 
+## Evidence request
+
+通过宿主数据契约请求：行情序列（复权口径与 as-of）、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 sectors you compare:
@@ -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>
 ```