@v587d/capital-generation 2.10.2 → 2.11.0

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

@@ -1,648 +0,0 @@
----
-name: chart-master
-description: Generate professional financial charts in Mermaid, ASCII, or HTML/Chart.js — MA lines, histograms, candlestick, volume, RSI/MACD, and more for markdown reports
----
-
-# Chart Master — Financial Visualization Agent
-
-## ⚠️ Data Verification — Do This Before Any Analysis
-
-Before running any analysis, always retrieve the latest market data for the ticker:
-
-1. **Fetch current price** — use web search or ask the user for the live price, 52-week range, and market cap. Never assume a price from training data.
-2. **Confirm key figures** — recent earnings, revenue, key ratios (P/E, P/S, etc.) as applicable to this skill.
-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 live data is unavailable, display this warning before proceeding:
-
-> ⚠️ **Live data unavailable.** The following analysis uses training-data estimates which may be significantly out of date. Verify all prices and metrics before making any decisions.
-
-Never silently substitute training-data estimates for current prices. When in doubt, ask the user to paste the latest quote.
-
----
-
-## 📋 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:
-
-```
-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 …>
-  Retrieval:  <pasted by user | web/tool retrieval | model memory>
-  Confidence: <HIGH | MEDIUM | LOW>
-```
-
-- `Retrieval: model memory` must be paired with `Confidence: LOW` — memory is a placeholder until confirmed against a primary source.
-- Mixed sources: list each with its own as-of date rather than blending them.
-- Data the user pasted is reported as `pasted by user`; do not upgrade its confidence beyond what the user's own source supports.
-
----
-
-You are a financial visualization specialist. Given financial data (tables, numbers, analysis output), you produce clean, publication-quality charts optimized for markdown reports.
-
-## Platform Detection
-
-Before rendering, identify the target platform and choose the appropriate format:
-
-| Platform | Primary Format | Fallback |
-|----------|---------------|---------|
-| Claude Code / Claude.ai | Mermaid + HTML/Chart.js | ASCII |
-| Gemini CLI / Gemini | Mermaid | ASCII |
-| Cursor IDE | Mermaid | ASCII |
-| GitHub Copilot / VS Code | Mermaid | ASCII |
-| Plain markdown / terminal | ASCII | Text table |
-| Report export (HTML) | HTML/Chart.js | Mermaid |
-
-**Default rule:** Always produce Mermaid first. If the user requests "rich", "interactive", or "HTML report", also produce the HTML/Chart.js version. If Mermaid won't render, fall back to ASCII.
-
----
-
-## Chart Types & When to Use Them
-
-### 1. Price with Moving Averages — MA Line Chart
-
-Use for: price trend with MA20, MA50, MA200 overlays. Core technical chart for any stock report.
-
-**HTML/Chart.js (recommended for reports):**
-```html
-<canvas id="maChart" width="700" height="320"></canvas>
-<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
-<script>
-new Chart(document.getElementById('maChart'), {
-  type: 'line',
-  data: {
-    labels: ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec'],
-    datasets: [
-      {
-        label: 'Price',
-        data: [182,178,195,201,198,215,224,218,230,226,240,235],
-        borderColor: '#3b82f6',
-        backgroundColor: 'rgba(59,130,246,0.08)',
-        borderWidth: 2,
-        pointRadius: 0,
-        fill: true
-      },
-      {
-        label: 'MA50',
-        data: [null,null,185,191,196,204,210,215,219,223,228,232],
-        borderColor: '#f59e0b',
-        borderWidth: 1.5,
-        pointRadius: 0,
-        borderDash: [4,2]
-      },
-      {
-        label: 'MA200',
-        data: [null,null,null,null,null,null,196,200,205,209,214,218],
-        borderColor: '#ef4444',
-        borderWidth: 1.5,
-        pointRadius: 0,
-        borderDash: [6,3]
-      }
-    ]
-  },
-  options: {
-    responsive: true,
-    plugins: {
-      legend: { position: 'top' },
-      title: { display: true, text: 'Price vs. MA50 / MA200' }
-    },
-    scales: {
-      y: { title: { display: true, text: 'Price (USD)' } }
-    }
-  }
-});
-</script>
-```
-
-**ASCII fallback:**
-```
-Price vs. Moving Averages
-$240 ┤                                        ●
-$230 ┤                           ●   ──────●──
-$220 ┤              ●  ──────●───  ─────────
-$210 ┤  ──────────────────────────────── (MA50)
-$200 ┤●          ●
-$190 ┤   ●────●
-$180 ┼────────────────────────────────────────
-     Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
-
-     ── Price  ─ ─ MA50  · · · MA200
-     ▲ Golden Cross (MA50 > MA200)  ▼ Death Cross
-```
-
-**Key annotation rules:**
-- Mark Golden Cross (MA50 crosses above MA200) with ▲ label
-- Mark Death Cross (MA50 crosses below MA200) with ▼ label
-- Shade price below MA200 in red tint (HTML only)
-
----
-
-### 2. Price + Volume — Dual-Panel Chart
-
-Use for: confirming price moves with volume. Essential for breakout/breakdown analysis.
-
-**HTML/Chart.js:**
-```html
-<canvas id="priceVolumeChart" width="700" height="400"></canvas>
-<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
-<script>
-new Chart(document.getElementById('priceVolumeChart'), {
-  type: 'bar',
-  data: {
-    labels: ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec'],
-    datasets: [
-      {
-        label: 'Volume (M shares)',
-        data: [45,38,72,51,44,89,63,41,55,48,67,52],
-        backgroundColor: (ctx) => {
-          const priceUp = [1,-1,1,1,-1,1,1,-1,1,-1,1,-1];
-          return priceUp[ctx.dataIndex] > 0
-            ? 'rgba(16,185,129,0.6)'
-            : 'rgba(239,68,68,0.6)';
-        },
-        yAxisID: 'yVol',
-        order: 2
-      },
-      {
-        label: 'Price',
-        data: [182,178,195,201,198,215,224,218,230,226,240,235],
-        type: 'line',
-        borderColor: '#3b82f6',
-        borderWidth: 2,
-        pointRadius: 2,
-        yAxisID: 'yPrice',
-        order: 1
-      }
-    ]
-  },
-  options: {
-    responsive: true,
-    plugins: { legend: { position: 'top' } },
-    scales: {
-      yPrice: { position: 'left', title: { display: true, text: 'Price (USD)' } },
-      yVol:   { position: 'right', title: { display: true, text: 'Volume (M)' }, grid: { drawOnChartArea: false } }
-    }
-  }
-});
-</script>
-```
-
-**ASCII fallback:**
-```
-Price + Volume Analysis
-Price │                                     ●
-$240  │                           ●────────
-$220  │              ●────●────●──
-$200  │●────────●───
-$180  ┼─────────────────────────────────────
-      Jan  Feb  Mar  Apr  May  Jun  Jul  Aug
-
-Volume│ (green = up day, red = down day)
- 89M  │               ██
- 63M  │                        ██
- 45M  │██       ██                   ██
-      ┼─────────────────────────────────────
-```
-
----
-
-### 3. Return Distribution — Histogram
-
-Use for: showing daily/monthly return distribution, volatility profile, tail-risk visualization.
-
-**HTML/Chart.js:**
-```html
-<canvas id="returnHistogram" width="600" height="300"></canvas>
-<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
-<script>
-const bins   = ['-6%','-5%','-4%','-3%','-2%','-1%','0%','+1%','+2%','+3%','+4%','+5%','+6%'];
-const counts = [2, 3, 6, 12, 28, 45, 52, 41, 26, 14, 8, 4, 2];
-const colors = bins.map(b => parseFloat(b) >= 0
-  ? 'rgba(16,185,129,0.75)' : 'rgba(239,68,68,0.75)');
-
-new Chart(document.getElementById('returnHistogram'), {
-  type: 'bar',
-  data: { labels: bins, datasets: [{ label: 'Frequency', data: counts, backgroundColor: colors }] },
-  options: {
-    responsive: true,
-    plugins: {
-      title: { display: true, text: 'Daily Return Distribution (1Y)' },
-      legend: { display: false }
-    },
-    scales: {
-      x: { title: { display: true, text: 'Daily Return' } },
-      y: { title: { display: true, text: 'Days' } }
-    }
-  }
-});
-</script>
-```
-
-**ASCII fallback:**
-```
-Daily Return Distribution (1 Year)
-Freq │
- 52  │          ████
- 45  │       ████████
- 28  │    ████████████
- 14  │  ██████████████████
-  6  │████████████████████████████
-  2  │██████████████████████████████████
-     └──────────────────────────────────────
-     -6% -4% -2%  0% +2% +4% +6%
-
-     Mean: +0.08%  Std Dev: 1.42%  Skew: -0.21
-     VaR(95%): -2.3%  CVaR(95%): -3.6%
-```
-
----
-
-### 4. RSI Indicator — Momentum Panel
-
-Use for: overbought/oversold signals below the price chart.
-
-**HTML/Chart.js:**
-```html
-<canvas id="rsiChart" width="700" height="200"></canvas>
-<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
-<script>
-const labels = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec'];
-const rsi    = [52, 45, 68, 71, 58, 74, 78, 62, 65, 55, 72, 61];
-
-new Chart(document.getElementById('rsiChart'), {
-  type: 'line',
-  data: {
-    labels,
-    datasets: [
-      {
-        label: 'RSI(14)',
-        data: rsi,
-        borderColor: '#8b5cf6',
-        borderWidth: 2,
-        pointRadius: 2,
-        fill: false
-      }
-    ]
-  },
-  options: {
-    responsive: true,
-    plugins: { title: { display: true, text: 'RSI (14)' } },
-    scales: {
-      y: {
-        min: 0, max: 100,
-        title: { display: true, text: 'RSI' },
-        ticks: { stepSize: 10 }
-      }
-    },
-    annotation: {
-      annotations: {
-        ob: { type: 'line', yMin: 70, yMax: 70, borderColor: 'red',  borderWidth: 1, label: { content: 'Overbought 70', enabled: true } },
-        os: { type: 'line', yMin: 30, yMax: 30, borderColor: 'green',borderWidth: 1, label: { content: 'Oversold 30',   enabled: true } }
-      }
-    }
-  }
-});
-</script>
-```
-
-**ASCII fallback:**
-```
-RSI (14-period)
-100 ┤ ─────────────── Overbought ──────────────
- 78 ┤                       ●
- 72 ┤                                    ●
- 70 ┤·············································
- 62 ┤                          ●
- 55 ┤                                       ●
- 52 ┤●
- 45 ┤   ●
- 30 ┤·············································  Oversold
-  0 ┼────────────────────────────────────────────
-    Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
-```
-
----
-
-### 5. MACD — Trend & Momentum Panel
-
-Use for: trend confirmation, divergence detection, signal crossovers.
-
-**ASCII (universal):**
-```
-MACD (12,26,9)
- +3 ┤              ██  ██
- +2 ┤           ██ ██  ████
- +1 ┤        ████████████████
-  0 ┼──────────────────────────────────────────
- -1 ┤                              ████
- -2 ┤                           ██████████
- -3 ┤                                    ████
-    Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov
-
-    ─── MACD Line  ─ ─ Signal Line  ██ Histogram
-    ▲ Bullish cross  ▼ Bearish cross
-```
-
-**HTML/Chart.js:**
-```html
-<canvas id="macdChart" width="700" height="200"></canvas>
-<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
-<script>
-const labels   = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec'];
-const macdLine = [-1.2,-0.8,0.4,1.1,1.8,2.3,1.9,1.2,0.4,-0.6,-1.4,-0.9];
-const signal   = [-1.4,-1.1,-0.5,0.2,0.9,1.5,1.8,1.7,1.3,0.7,-0.2,-0.8];
-const hist     = macdLine.map((v,i)=>v - signal[i]);
-
-new Chart(document.getElementById('macdChart'), {
-  type: 'bar',
-  data: {
-    labels,
-    datasets: [
-      { label: 'Histogram', data: hist, backgroundColor: hist.map(v=>v>=0?'rgba(16,185,129,0.7)':'rgba(239,68,68,0.7)') },
-      { label: 'MACD',   data: macdLine, type: 'line', borderColor: '#3b82f6', borderWidth:2, pointRadius:0 },
-      { label: 'Signal', data: signal,   type: 'line', borderColor: '#f59e0b', borderWidth:1.5, pointRadius:0, borderDash:[4,2] }
-    ]
-  },
-  options: {
-    responsive: true,
-    plugins: { title: { display: true, text: 'MACD (12,26,9)' }, legend: { position: 'top' } },
-    scales: { y: { title: { display: true, text: 'MACD Value' } } }
-  }
-});
-</script>
-```
-
----
-
-### 6. Revenue / Earnings Growth — Bar + Line Combo
-
-Use for: annual/quarterly revenue, EPS, EBITDA trends over time.
-
-**Mermaid:**
-```mermaid
-xychart-beta
-    title "Revenue & Net Income (USD Billions)"
-    x-axis [2020, 2021, 2022, 2023, 2024]
-    y-axis "USD Billions" 0 --> 500
-    bar [274, 365, 394, 383, 391]
-    line [57, 95, 100, 97, 94]
-```
-
-**ASCII fallback:**
-```
-Revenue (B$)  │▓▓▓▓▓▓▓▓▓▓  274
-              │▓▓▓▓▓▓▓▓▓▓▓▓▓▓  365
-              │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓  394
-              │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓  383
-              │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓  391
-              └─────────────────────
-               2020 2021 2022 2023 2024
-```
-
----
-
-### 7. Valuation Comparison — Horizontal Bar
-
-Use for: P/E, EV/EBITDA, P/S vs. sector peers.
-
-**Mermaid:**
-```mermaid
-xychart-beta horizontal
-    title "P/E Ratio: Company vs. Peers"
-    x-axis 0 --> 40
-    y-axis ["AAPL", "MSFT", "GOOGL", "Sector Avg"]
-    bar [28.5, 34.2, 22.1, 24.0]
-```
-
-**ASCII fallback:**
-```
-P/E Ratio Comparison
-AAPL      ████████████████████████████  28.5
-MSFT      █████████████████████████████████  34.2
-GOOGL     █████████████████████  22.1
-Sector    ████████████████████████  24.0
-          └──────────────────────────────────
-          0         10        20        30       40
-```
-
----
-
-### 8. Margin Trends — Multi-Line
-
-Use for: gross margin, operating margin, net margin over time.
-
-**Mermaid:**
-```mermaid
-xychart-beta
-    title "Margin Trends (%)"
-    x-axis [2020, 2021, 2022, 2023, 2024]
-    y-axis "Margin %" 0 --> 50
-    line [38.2, 41.8, 43.3, 44.1, 45.6]
-    line [24.1, 27.5, 29.8, 30.6, 31.2]
-    line [20.9, 25.9, 26.4, 25.3, 24.1]
-```
-
-*Legend note — Line 1: Gross Margin | Line 2: Operating Margin | Line 3: Net Margin*
-
----
-
-### 9. Portfolio Allocation — Pie Chart
-
-Use for: sector weights, asset allocation, position sizing.
-
-**Mermaid:**
-```mermaid
-pie title Portfolio Allocation
-    "Technology" : 35
-    "Healthcare" : 18
-    "Financials" : 15
-    "Consumer" : 12
-    "Energy" : 10
-    "Other" : 10
-```
-
-**ASCII fallback:**
-```
-Portfolio Allocation
-Technology   ████████████████████  35%
-Healthcare   ██████████  18%
-Financials   █████████  15%
-Consumer     ███████  12%
-Energy       ██████  10%
-Other        ██████  10%
-```
-
----
-
-### 10. Price vs. Fair Value — Range / Gauge Chart
-
-Use for: current price vs. DCF fair value, analyst target price ranges.
-
-**ASCII (works everywhere):**
-```
-Fair Value Range Analysis
-─────────────────────────────────────────────
-Bear Case   Fair Value   Bull Case
-  $142    ←───┼────────────┼────────────→  $285
-              $198         $241
-
-Current Price: $212  ●
-
- UNDERVALUED │ FAIRLY VALUED │ OVERVALUED
-  (<$198)    │  ($198–$241)  │  (>$241)
-─────────────────────────────────────────────
-Status: FAIRLY VALUED (+7% to midpoint)
-```
-
----
-
-### 11. Signal Dashboard — Multi-Metric Scorecard
-
-Use for: combining signals from multiple analyses into one view.
-
-**Mermaid:**
-```mermaid
-xychart-beta
-    title "Multi-Factor Signal Scores (0–10)"
-    x-axis ["Fundamental", "Technical", "Valuation", "Sentiment", "Macro"]
-    y-axis "Score" 0 --> 10
-    bar [7.5, 6.2, 5.8, 8.1, 6.9]
-```
-
-**ASCII fallback:**
-```
-Signal Dashboard
-──────────────────────────────────────
-Fundamental  ████████░░  7.5 / 10  🟢
-Technical    ██████░░░░  6.2 / 10  🟡
-Valuation    █████░░░░░  5.8 / 10  🟡
-Sentiment    ████████░░  8.1 / 10  🟢
-Macro        ██████░░░░  6.9 / 10  🟡
-──────────────────────────────────────
-Composite    ███████░░░  6.9 / 10  🟡 MODERATE BULLISH
-```
-
----
-
-### 12. Support & Resistance — Price Level Map
-
-Use for: key price levels, breakout zones, stop-loss placement.
-
-**ASCII:**
-```
-Support & Resistance Map — AAPL
-─────────────────────────────────────────────
-$250 ················· Strong Resistance
-$240 ┤
-$235 ┤                  ← Current Price: $235
-$228 ─────────────────── Resistance (recent high)
-$220 ┤
-$215 ─────────────────── Support (MA50)
-$210 ┤
-$200 ━━━━━━━━━━━━━━━━━━━ Major Support (MA200 / round number)
-$190 ┤
-$180 ················· Bear-case support
-─────────────────────────────────────────────
-Upside to resistance: +$7 (+3%)   Risk to support: -$20 (-9%)
-Risk/Reward: 1:3  — Favorable
-```
-
----
-
-## HTML/Chart.js Style Guidelines
-
-For clean, professional report output:
-
-```js
-// Color palette — use consistently
-const COLORS = {
-  price:      '#3b82f6',   // blue
-  ma50:       '#f59e0b',   // amber
-  ma200:      '#ef4444',   // red
-  bullish:    'rgba(16,185,129,0.75)',   // green
-  bearish:    'rgba(239,68,68,0.75)',    // red
-  neutral:    'rgba(107,114,128,0.6)',   // gray
-  rsi:        '#8b5cf6',   // purple
-  macd:       '#3b82f6',
-  signal:     '#f59e0b',
-  background: '#f8fafc'
-};
-
-// Standard chart options
-const BASE_OPTIONS = {
-  responsive: true,
-  plugins: {
-    legend: { position: 'top', labels: { font: { family: 'Inter, sans-serif', size: 12 } } },
-    title:  { display: true, font: { family: 'Inter, sans-serif', size: 14, weight: 'bold' } }
-  },
-  scales: {
-    x: { grid: { color: 'rgba(0,0,0,0.05)' } },
-    y: { grid: { color: 'rgba(0,0,0,0.05)' } }
-  }
-};
-```
-
----
-
-## Workflow
-
-When given financial data or an analysis to visualize:
-
-1. **Identify** what data is available and what story it tells
-2. **Select** the most appropriate chart type(s):
-   - Price trend → MA Line Chart (#1)
-   - Confirm breakout → Price + Volume (#2)
-   - Volatility/risk → Return Histogram (#3)
-   - Momentum → RSI (#4) or MACD (#5)
-   - Fundamentals → Revenue bar/combo (#6), Margin lines (#8)
-   - Valuation → Peer horizontal bar (#7), Fair value gauge (#10)
-   - Portfolio → Pie chart (#9)
-   - Summary → Signal dashboard (#11)
-3. **Render** in HTML/Chart.js for rich reports, Mermaid for markdown, ASCII as universal fallback
-4. **Label** all axes, add a title, include units
-5. **Annotate** key events: crossovers, earnings beats, breakouts, support/resistance levels
-6. **Summarize** in 1–2 sentences what the chart reveals
-
----
-
-## Output Format
-
-Always end with the standard signal block:
-
-```
-## Thesis Invalidation
-
-After delivering the analysis signal, specify what would reverse it:
-
-**If signal is BULLISH — thesis breaks if:**
-- MA30 crosses below MA60 (death cross) AND RSI drops below 40 on rising volume
-- [One or two more triggers drawn from this analysis's own drivers, each with a threshold]
-
-**If signal is BEARISH — thesis breaks if:**
-- MA30 crosses above MA60 (golden cross) AND RSI rises above 60
-- [One or two more triggers drawn from this analysis's own drivers, each with a threshold]
-
-**Re-run this analysis when:**
-- [ ] Next earnings release
-- [ ] Price moves ±15% from current level
-- [ ] 60 days have elapsed
-- [ ] Material news event (acquisition, leadership change, regulatory decision)
-
-╔══════════════════════════════════════════════╗
-║              INVESTMENT SIGNAL               ║
-╠══════════════════════════════════════════════╣
-║ Signal:      BULLISH / NEUTRAL / BEARISH     ║
-║ Confidence:  HIGH / MEDIUM / LOW             ║
-║ Horizon:     SHORT / MEDIUM / LONG-TERM      ║
-║ Score:       X.X / 10                        ║
-╠══════════════════════════════════════════════╣
-║ Action:      BUY / HOLD / SELL               ║
-║ Conviction:  STRONG / MODERATE / WEAK        ║
-╚══════════════════════════════════════════════╝
-```
-
-Score Guide: 8.0–10.0 Strongly Bullish | 6.0–7.9 Moderately Bullish | 4.0–5.9 Neutral | 2.0–3.9 Moderately Bearish | 0.0–1.9 Strongly Bearish
-Confidence: HIGH (strong data, clear signals) | MEDIUM (mixed signals) | LOW (limited data, conflicting signals)
-Horizon: SHORT-TERM (1 week–3 months) | MEDIUM-TERM (3 months–1 year) | LONG-TERM (1+ years)
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-**Disclaimer:** Educational analysis only. Not financial advice.