@v587d/capital-generation 2.10.2 → 2.11.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +41 -0
- package/README.md +3 -3
- package/THIRD_PARTY_NOTICES.md +29 -28
- package/chart-ui/package.json +1 -1
- package/config/client.js +1 -1
- package/config/package.json +1 -1
- package/lib/data-contract.d.ts +15 -0
- package/lib/data-contract.js +26 -0
- package/lib/selected-skills-entry.d.ts +3 -3
- package/lib/selected-skills-entry.js +9 -1
- package/lib/sources/fuyao-rest.js +1 -1
- package/lib/web-retriever/local-fetch.d.ts +1 -1
- package/lib/web-retriever/local-fetch.js +1 -1
- package/lib/web-retriever/sources.d.ts +4 -0
- package/lib/web-retriever/sources.js +21 -7
- package/lib/web-retriever/wind-client.d.ts +1 -1
- package/lib/web-retriever/wind-client.js +1 -1
- package/package.json +1 -1
- package/selected-skills/InvestSkill/UPSTREAM.md +8 -0
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/SKILL.md +11 -4
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/references/10-retrieving-the-filing.md +24 -15
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/references/11-key-metrics-table.md +3 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/bear-case/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/catalyst-calendar/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/references/13-input-formats.md +2 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/13-fcf-deployment-scorecard.md +13 -21
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/references/11-data-sources.md +18 -45
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/economics-analysis/SKILL.md +10 -3
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/SKILL.md +11 -4
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/10-overview.md +1 -1
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/11-phase-2-source-hierarchy.md +9 -3
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/13-notes.md +1 -1
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/references/10-overview.md +9 -8
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/references/10-overview.md +2 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/references/12-visualization-support.md +1 -1
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/references/11-pattern-recognition.md +9 -24
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/references/12-interpretation-guidelines.md +1 -1
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/references/11-ownership-concentration-analysis.md +5 -8
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/references/12-red-flags-warning-signs.md +2 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/10-overview.md +6 -4
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/11-phase-2-explanation-card.md +2 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/12-output-format.md +1 -1
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/options-analysis/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/portfolio-review/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/position-ladder/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/result-validator/SKILL.md +7 -0
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/risk-stress-test/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/11-sector-correlation-matrix.md +4 -4
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/12-peer-benchmarking-within-sector.md +1 -1
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/short-interest/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/short-interest/references/12-data-sources.md +9 -15
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/11-dupont-decomposition.md +1 -1
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-screener/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/11-chart-visualization-support.md +1 -1
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/SKILL.md +9 -2
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/10-overview.md +1 -1
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/11-phase-5-the-pre.md +1 -1
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/12-example.md +2 -2
- package/selected-skills/README.md +26 -17
- package/selected-skills/ROUTING.md +5 -3
- package/selected-skills/catalog.js +38 -0
- package/selected-skills/china-stock-research-skills/UPSTREAM.md +8 -0
- package/selected-skills/china-stock-research-skills/skills/business-decomposition-order-quality/SKILL.md +7 -0
- package/selected-skills/china-stock-research-skills/skills/business-decomposition-order-quality/references/idc-order-ledger-guide.md +11 -9
- package/selected-skills/china-stock-research-skills/skills/financial-health/SKILL.md +7 -0
- package/selected-skills/china-stock-research-skills/skills/financial-health/references/idc-balance-sheet-stress-guide.md +10 -8
- package/selected-skills/china-stock-research-skills/skills/industry-competition-moat/SKILL.md +7 -0
- package/selected-skills/china-stock-research-skills/skills/industry-competition-moat/references/idc-value-chain-and-peers.md +9 -7
- package/selected-skills/china-stock-research-skills/skills/risk-warning-catalysts/SKILL.md +7 -0
- package/selected-skills/china-stock-research-skills/skills/risk-warning-catalysts/references/idc-monitoring-indicators.md +9 -7
- package/selected-skills/china-stock-research-skills/skills/shared/references/asset-heavy-ramp-overlay.md +7 -5
- package/selected-skills/china-stock-research-skills/skills/shared/references/business-model-transition-overlay.md +7 -5
- package/selected-skills/china-stock-research-skills/skills/shared/references/citation-standard.md +7 -7
- package/selected-skills/china-stock-research-skills/skills/shared/references/consumer-channel-brand-overlay.md +8 -6
- package/selected-skills/china-stock-research-skills/skills/shared/references/cyclical-price-driven-overlay.md +8 -6
- package/selected-skills/china-stock-research-skills/skills/shared/references/export-manufacturing-supply-chain-overlay.md +8 -6
- package/selected-skills/china-stock-research-skills/skills/shared/references/idc-heavy-asset-transition-overlay.md +16 -14
- package/selected-skills/china-stock-research-skills/skills/shared/references/project-order-business-overlay.md +7 -5
- package/selected-skills/china-stock-research-skills/skills/shared/references/regulated-healthcare-policy-overlay.md +8 -6
- package/selected-skills/china-stock-research-skills/skills/shared/references/source-registry.md +45 -47
- package/selected-skills/china-stock-research-skills/skills/strategy-business-transition/SKILL.md +7 -0
- package/selected-skills/china-stock-research-skills/skills/strategy-business-transition/references/idc-transition-markers.md +8 -6
- package/selected-skills/china-stock-research-skills/skills/valuation-investment-strategy/SKILL.md +7 -0
- package/selected-skills/china-stock-research-skills/skills/valuation-investment-strategy/references/idc-valuation-overlays.md +8 -6
- package/selected-skills/claude-for-financial-services-cn/UPSTREAM.md +9 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-break-trace/SKILL.md +1 -1
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-catalyst-calendar/SKILL.md +1 -1
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-comps-analysis/SKILL.md +3 -3
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-dcf/SKILL.md +1 -1
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-earnings-analysis/SKILL.md +1 -1
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-earnings-preview/SKILL.md +1 -1
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-idea-generation/SKILL.md +1 -1
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-initiating-coverage/SKILL.md +2 -2
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-morning-note/SKILL.md +1 -1
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-sector-overview/SKILL.md +2 -2
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-thesis-tracker/SKILL.md +1 -1
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-variance-commentary/SKILL.md +1 -1
- package/selected-skills/financeskills/UPSTREAM.md +10 -0
- package/selected-skills/financeskills/skills/banking-compliance/SKILL.md +9 -2
- package/selected-skills/financeskills/skills/company-valuation/SKILL.md +9 -2
- package/selected-skills/financeskills/skills/credit-analysis/SKILL.md +9 -2
- package/selected-skills/financeskills/skills/ecl-computation/SKILL.md +9 -2
- package/selected-skills/financeskills/skills/forensic-accounting/SKILL.md +9 -2
- package/selected-skills/financeskills/skills/insurance-reserving/SKILL.md +9 -2
- package/selected-skills/financeskills/skills/three-statement-modeling/SKILL.md +9 -2
- package/selected-skills/financeskills/skills/wacc-computation/SKILL.md +9 -2
- package/selected-skills/investment-skills/UPSTREAM.md +9 -0
- package/selected-skills/investment-skills/skills/buffett-investment-framework/SKILL.md +7 -0
- package/selected-skills/investment-skills/skills/buffett-investment-framework/references/00-source-key.md +25 -25
- package/selected-skills/investment-skills/skills/buffett-investment-framework/references/11-deterministic-router.md +40 -9
- package/selected-skills/peter-lynch-skill/UPSTREAM.md +7 -0
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/SKILL.md +9 -2
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/10-workflow.md +1 -1
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/deep/system-prompt.md +5 -5
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/deep/web-research-1.md +1 -1
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/deep/web-research-2.md +4 -7
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/quick/system-prompt.md +1 -1
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/quick/web-research-1.md +50 -49
- package/selected-skills/quant-agent-skills/UPSTREAM.md +8 -0
- package/selected-skills/quant-agent-skills/skills/cross-market-listing-choice/SKILL.md +1 -1
- package/selected-skills/routing.js +29 -1
- package/selected-skills/trading-skills/UPSTREAM.md +10 -0
- package/selected-skills/trading-skills/skills/catalyst-map/SKILL.md +7 -0
- package/selected-skills/trading-skills/skills/evidence-gap-check/SKILL.md +7 -0
- package/selected-skills/trading-skills/skills/execution-plan-check/SKILL.md +7 -0
- package/selected-skills/trading-skills/skills/journal-pattern-analyzer/SKILL.md +7 -0
- package/selected-skills/trading-skills/skills/macro-event-analysis/SKILL.md +6 -9
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/interpretation-guide.md +1 -1
- package/selected-skills/trading-skills/skills/market-regime-analysis/SKILL.md +5 -8
- package/selected-skills/trading-skills/skills/portfolio-concentration/SKILL.md +7 -0
- package/selected-skills/trading-skills/skills/position-management/SKILL.md +7 -0
- package/selected-skills/trading-skills/skills/position-sizing/SKILL.md +7 -0
- package/selected-skills/trading-skills/skills/post-trade-review/SKILL.md +7 -0
- package/selected-skills/trading-skills/skills/risk-reward-sanity-check/SKILL.md +7 -0
- package/selected-skills/trading-skills/skills/thesis-validation/SKILL.md +7 -0
- package/selected-skills/trading-skills/skills/watchlist-review/SKILL.md +7 -0
- package/watchlist/package.json +1 -1
- package/selected-skills/InvestSkill/install.sh +0 -212
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/chart-master/SKILL.md +0 -648
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dcf-valuation/SKILL.md +0 -109
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/full-report/SKILL.md +0 -301
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fundamental-analysis/SKILL.md +0 -67
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/report-generator/SKILL.md +0 -857
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/research-bundle/SKILL.md +0 -94
- package/selected-skills/china-stock-research-skills/skills/china-stock-research-orchestrator/SKILL.md +0 -75
- package/selected-skills/china-stock-research-skills/skills/china-stock-research-orchestrator/references/final-output-contract.md +0 -62
- package/selected-skills/china-stock-research-skills/skills/china-stock-research-orchestrator/references/routing-matrix.md +0 -34
- package/selected-skills/china-stock-research-skills/skills/china-stock-research-orchestrator/references/sector-overlay-escalation-rules.md +0 -38
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-3-statement-model/SKILL.md +0 -287
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-accrual-schedule/SKILL.md +0 -182
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-audit-xls/SKILL.md +0 -231
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-clean-data-xls/SKILL.md +0 -237
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-comps/SKILL.md +0 -104
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-dcf-model/SKILL.md +0 -68
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-deal-screening/SKILL.md +0 -212
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-deck-refresh/SKILL.md +0 -221
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-gl-recon/SKILL.md +0 -232
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-ib-check-deck/SKILL.md +0 -252
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-lbo-model/SKILL.md +0 -273
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-market-data/SKILL.md +0 -229
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-model-update/SKILL.md +0 -219
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-ppt-template-creator/SKILL.md +0 -231
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-pptx-author/SKILL.md +0 -240
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-roll-forward/SKILL.md +0 -189
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-skill-creator/SKILL.md +0 -304
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-tax-loss-harvesting/SKILL.md +0 -200
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-xlsx-author/SKILL.md +0 -256
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-accrual-schedule/SKILL.md +0 -190
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-break-trace/SKILL.md +0 -182
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-gl-recon/SKILL.md +0 -200
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-nav-tieout/SKILL.md +0 -233
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-roll-forward/SKILL.md +0 -178
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-variance-commentary/SKILL.md +0 -190
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-buyer-list/SKILL.md +0 -198
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-cim-builder/SKILL.md +0 -223
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-competitive-analysis/SKILL.md +0 -233
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-datapack-builder/SKILL.md +0 -232
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-deal-tracker/SKILL.md +0 -151
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-merger-model/SKILL.md +0 -226
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-pitch-deck/SKILL.md +0 -231
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-process-letter/SKILL.md +0 -249
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-strip-profile/SKILL.md +0 -196
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-teaser/SKILL.md +0 -235
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/operations/skills/china-kyc-doc-parse/SKILL.md +0 -252
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/operations/skills/china-kyc-rules/SKILL.md +0 -223
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-ai-readiness/SKILL.md +0 -184
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-dd-checklist/SKILL.md +0 -217
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-dd-meeting-prep/SKILL.md +0 -290
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-deal-sourcing/SKILL.md +0 -224
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-ic-memo/SKILL.md +0 -230
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-portfolio-monitoring/SKILL.md +0 -214
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-returns-analysis/SKILL.md +0 -176
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-unit-economics/SKILL.md +0 -192
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-value-creation-plan/SKILL.md +0 -193
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/wealth-management/skills/china-client-report/SKILL.md +0 -205
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/wealth-management/skills/china-client-review/SKILL.md +0 -218
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/wealth-management/skills/china-financial-plan/SKILL.md +0 -259
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- package/selected-skills/financeskills/skills/ai-anomaly-detection/SKILL.md +0 -84
- package/selected-skills/financeskills/skills/ai-anomaly-detection/references/feature-engineering.md +0 -20
- package/selected-skills/financeskills/skills/ai-anomaly-detection/references/ml-algorithms.md +0 -28
- package/selected-skills/financeskills/skills/aro-computation/EXAMPLE.md +0 -21
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- package/selected-skills/financeskills/skills/earned-value-mgmt/references/forecasting-eac.md +0 -27
- package/selected-skills/financeskills/skills/earned-value-mgmt/references/pmi-evm.md +0 -29
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- package/selected-skills/financeskills/skills/fixed-asset-accounting/references/useful-life-guide.md +0 -30
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- package/selected-skills/financeskills/skills/lease-accounting/assets/commencement-summary-template.md +0 -28
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- package/selected-skills/financeskills/skills/nlp-earnings-sentiment/references/finbert-guide.md +0 -26
- package/selected-skills/financeskills/skills/nlp-earnings-sentiment/references/linguistic-finance.md +0 -23
- package/selected-skills/financeskills/skills/oil-gas-valuation/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/oil-gas-valuation/SKILL.md +0 -86
- package/selected-skills/financeskills/skills/oil-gas-valuation/references/sec-reporting.md +0 -22
- package/selected-skills/financeskills/skills/oil-gas-valuation/references/spe-standards.md +0 -25
- package/selected-skills/financeskills/skills/personal-budgeting/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/personal-budgeting/SKILL.md +0 -100
- package/selected-skills/financeskills/skills/personal-budgeting/references/budgeting-methods.md +0 -40
- package/selected-skills/financeskills/skills/personal-budgeting/references/spending-categories.md +0 -40
- package/selected-skills/financeskills/skills/predictive-burn-rate/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/predictive-burn-rate/SKILL.md +0 -82
- package/selected-skills/financeskills/skills/predictive-burn-rate/references/startup-metrics.md +0 -27
- package/selected-skills/financeskills/skills/predictive-burn-rate/references/time-series-forecasting.md +0 -22
- package/selected-skills/financeskills/skills/product-profitability/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/product-profitability/SKILL.md +0 -83
- package/selected-skills/financeskills/skills/product-profitability/references/allocation-logic.md +0 -28
- package/selected-skills/financeskills/skills/product-profitability/references/unit-economics.md +0 -30
- package/selected-skills/financeskills/skills/retirement-planning/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/retirement-planning/SKILL.md +0 -98
- package/selected-skills/financeskills/skills/retirement-planning/references/compound-growth.md +0 -38
- package/selected-skills/financeskills/skills/retirement-planning/references/retirement-fundamentals.md +0 -29
- package/selected-skills/financeskills/skills/revenue-recognition/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/revenue-recognition/SKILL.md +0 -86
- package/selected-skills/financeskills/skills/revenue-recognition/assets/allocation-workpaper-template.md +0 -30
- package/selected-skills/financeskills/skills/revenue-recognition/references/ifrs15-guide.md +0 -28
- package/selected-skills/financeskills/skills/revenue-recognition/references/saas-rev-rec.md +0 -26
- package/selected-skills/financeskills/skills/risk-assessment/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/risk-assessment/SKILL.md +0 -83
- package/selected-skills/financeskills/skills/risk-assessment/references/hedging-guide.md +0 -24
- package/selected-skills/financeskills/skills/risk-assessment/references/risk-metrics.md +0 -24
- package/selected-skills/financeskills/skills/sox-compliance/EXAMPLE.md +0 -17
- package/selected-skills/financeskills/skills/sox-compliance/SKILL.md +0 -88
- package/selected-skills/financeskills/skills/sox-compliance/references/sampling-methodology.md +0 -27
- package/selected-skills/financeskills/skills/startup-valuation/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/startup-valuation/SKILL.md +0 -88
- package/selected-skills/financeskills/skills/startup-valuation/references/berkus-method.md +0 -25
- package/selected-skills/financeskills/skills/startup-valuation/references/vc-method.md +0 -23
- package/selected-skills/financeskills/skills/statement-preparation/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/statement-preparation/SKILL.md +0 -86
- package/selected-skills/financeskills/skills/statement-preparation/references/accruals-deferrals.md +0 -24
- package/selected-skills/financeskills/skills/statement-preparation/references/cash-flow-method.md +0 -32
- package/selected-skills/financeskills/skills/tax-efficient-investing/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/tax-efficient-investing/SKILL.md +0 -97
- package/selected-skills/financeskills/skills/tax-efficient-investing/references/account-types.md +0 -33
- package/selected-skills/financeskills/skills/tax-efficient-investing/references/asset-location.md +0 -36
- package/selected-skills/financeskills/skills/tax-planning/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/tax-planning/SKILL.md +0 -93
- package/selected-skills/financeskills/skills/tax-planning/references/common-deductions.md +0 -28
- package/selected-skills/financeskills/skills/tax-planning/references/tax-code-lookup.md +0 -25
- package/selected-skills/financeskills/skills/treasury-management/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/treasury-management/SKILL.md +0 -83
- package/selected-skills/financeskills/skills/treasury-management/references/fx-hedging.md +0 -27
- package/selected-skills/financeskills/skills/treasury-management/references/liquidity-metrics.md +0 -24
- package/selected-skills/financeskills/skills/variance-analysis/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/variance-analysis/SKILL.md +0 -78
- package/selected-skills/financeskills/skills/variance-analysis/references/overhead-logic.md +0 -24
- package/selected-skills/financeskills/skills/variance-analysis/references/variance-math.md +0 -35
- package/selected-skills/financeskills/skills/venture-debt/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/venture-debt/SKILL.md +0 -84
- package/selected-skills/financeskills/skills/venture-debt/references/saas-debt-metrics.md +0 -26
- package/selected-skills/financeskills/skills/venture-debt/references/venture-lending.md +0 -23
- package/selected-skills/financeskills/skills/working-capital-analysis/EXAMPLE.md +0 -21
- package/selected-skills/financeskills/skills/working-capital-analysis/SKILL.md +0 -83
- package/selected-skills/financeskills/skills/working-capital-analysis/references/wc-metrics.md +0 -30
- package/selected-skills/investment-skills/Makefile +0 -29
- package/selected-skills/investment-skills/skills/buffett-investment-framework/agents/openai.yaml +0 -4
- package/selected-skills/investment-skills/skills/buffett-investment-framework/scripts/framework.py +0 -470
- package/selected-skills/trading-skills/skills/earnings-preview/SKILL.md +0 -124
- package/selected-skills/trading-skills/skills/earnings-preview/references/data-providers.md +0 -26
- package/selected-skills/trading-skills/skills/earnings-preview/references/providers/fmp.md +0 -49
- package/selected-skills/trading-skills/skills/earnings-preview/references/providers/polygon.md +0 -45
- package/selected-skills/trading-skills/skills/earnings-preview/references/providers/tradingeconomics.md +0 -49
- package/selected-skills/trading-skills/skills/earnings-preview/references/relevance-ranking.md +0 -24
- package/selected-skills/trading-skills/skills/earnings-trade-prep/SKILL.md +0 -134
- package/selected-skills/trading-skills/skills/earnings-trade-prep/references/workflow-framework.md +0 -65
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/data-providers.md +0 -23
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/providers/fmp.md +0 -28
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/providers/tradingeconomics.md +0 -40
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/data-providers.md +0 -26
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/providers/fmp.md +0 -46
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/providers/polygon.md +0 -36
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/providers/tradingeconomics.md +0 -46
- package/selected-skills/trading-skills/skills/portfolio-risk-review/SKILL.md +0 -126
- package/selected-skills/trading-skills/skills/portfolio-risk-review/references/workflow-framework.md +0 -57
- package/selected-skills/trading-skills/skills/post-trade-debrief/SKILL.md +0 -99
- package/selected-skills/trading-skills/skills/post-trade-debrief/references/workflow-framework.md +0 -51
- package/selected-skills/trading-skills/skills/pre-trade-check/SKILL.md +0 -136
- package/selected-skills/trading-skills/skills/pre-trade-check/references/workflow-framework.md +0 -61
package/config/package.json
CHANGED
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/**
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* `capital:data-contract` system-prompt section: the single statement of how every Capital
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* role obtains data. Skills declare what evidence they need; this section says where it comes
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* from, so provider names and fetch recipes never live in skill prose.
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* Static text — registered per role by the selected-skills row, which every skill-loading role mounts.
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*/
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export declare const DATA_CONTRACT_SECTION = "capital:data-contract";
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/** Just before the selected-skill brief (order 60). */
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export declare const DATA_CONTRACT_ORDER = 59;
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export declare function dataContractSection(): {
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name: string;
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order: number;
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interpolate: false;
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text: string;
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};
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/**
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* `capital:data-contract` system-prompt section: the single statement of how every Capital
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* role obtains data. Skills declare what evidence they need; this section says where it comes
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* from, so provider names and fetch recipes never live in skill prose.
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* Static text — registered per role by the selected-skills row, which every skill-loading role mounts.
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*/
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export const DATA_CONTRACT_SECTION = 'capital:data-contract';
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/** Just before the selected-skill brief (order 60). */
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export const DATA_CONTRACT_ORDER = 59;
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const TEXT = `# 数据边界
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需要数据时,先看本角色是不是取数通道的承担者:不是,就向承担它的角色提请求;是,就用本角色的工具面执行。除这两条路,不自己访问 URL、API、数据库、终端或脚本,也不用训练记忆补数字。
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- 结构化数据(行情、财务报表、宏观序列、持仓)→ 委派 data_collector
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- 网页、披露文件、新闻、会议材料、PDF → 委派 web_retriever
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- 已落库 Dataset 的计算、统计与出图 → 委派 data_junior
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- 你自己就是上述某一侧的承担者时,用本角色的工具面执行,不越过该面
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请求写清:标的或代码、证据类型(公告 / 财报 / 纪要 / 行情 / 宏观序列)、需要的字段或章节、期间与 as-of、频率、口径。"最新"必须带锚点日期。
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每个数字都要带出处(场所、文档名、文档日期、accession 或该次检索返回的链接)、取数路径与缺口。缺字段就点名缺哪个并停止该字段下的分析,不估算、不回填;用户粘贴的材料标 pasted by user,不因此提高置信度。
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skill 正文只写"要什么证据",不写服务商、密钥、URL、下载步骤或脚本命令。`;
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export function dataContractSection() {
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return { name: DATA_CONTRACT_SECTION, order: DATA_CONTRACT_ORDER, interpolate: false, text: TEXT };
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/**
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* `tools/selected-skills` row: role-scoped selected-skill catalog
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*
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*
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* `tools/selected-skills` row: role-scoped selected-skill catalog, the `capital:data-contract`
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* section every skill-loading role needs, and the selected-skill brief. Mounted once per Capital
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* preset (`config.role`) and registers into that Agent's own scope only.
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import { type SelectedSkillRole } from './agents/selected-skills-provider.js';
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@@ -1,5 +1,6 @@
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1
1
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import { registerSelectedSkills, renderSelectedSkillsBrief, SELECTED_SKILL_ENTRY_ROLES, } from './agents/selected-skills-provider.js';
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import { readCapitalConfig } from './capital-settings.js';
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import { dataContractSection } from './data-contract.js';
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export const name = 'capital-selected-skills';
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return
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dispose();
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}, 'capital-generation.selected-skills()');
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@@ -999,7 +999,7 @@ function endpointDefinitions() {
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name: 'get_a_share_financials_indicators',
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capability: 'financial_indicators',
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summary: '单期五类财务指标(成长/盈利/偿债/营运/现金流)',
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description: '获取单只标的指定报告期的五类财务指标(growth/profitability/solvency/operation/cash-flow)。thscode 不接受逗号;report 格式 yyyy-1..yyyy-4(1 一季报/2 中报/3 三季报/4 年报)。返回 data.abilities[].indicators[],每项含 index_id 与 value:value 是数据源原始数值**字符串**(保留精度与尾随小数位,不转 number),缺失为 null;百分比类指标按百分数原值表达(如 89.12000000 表示 89.12%),周转率按次、已获利息倍数按倍,展示时按 index_id
|
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1002
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description: '获取单只标的指定报告期的五类财务指标(growth/profitability/solvency/operation/cash-flow)。thscode 不接受逗号;report 格式 yyyy-1..yyyy-4(1 一季报/2 中报/3 三季报/4 年报)。返回 data.abilities[].indicators[],每项含 index_id 与 value:value 是数据源原始数值**字符串**(保留精度与尾随小数位,不转 number),缺失为 null;百分比类指标按百分数原值表达(如 89.12000000 表示 89.12%),周转率按次、已获利息倍数按倍,展示时按 index_id 识别单位。⚠️ 上游返回 code=5003 表示该报告期数据尚未入库(财报披露前常见,实测 2026-3 全市场均为 5003),属数据缺口而非参数错误:**不要 force_refresh 重试**,改用更早报告期或等披露后再取。',
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path: '/api/a-share/financials/indicators',
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inputSchema: objectSchema({
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thscode: { type: 'string', description: '单只标的完整代码(如 300033.SZ),不接受逗号' },
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@@ -3,7 +3,7 @@
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* Known limit: DNS resolves per request but the IP is not pinned to the connection,
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* so a rebinding window remains (same trade-off as dsh-search-first).
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*/
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export declare const LOCAL_FETCH_CLIENT_VERSION = "2.
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export declare const LOCAL_FETCH_CLIENT_VERSION = "2.11.1";
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export declare const LOCAL_FETCH_MAX_URL_LENGTH = 2048;
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export type LocalFetchErrorCode = 'ABORTED' | 'TIMEOUT' | 'INVALID_URL' | 'BLOCKED_URL' | 'DNS' | 'REDIRECT' | 'HTTP' | 'TOO_LARGE' | 'UNSUPPORTED_CONTENT_TYPE';
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export declare class LocalFetchError extends Error {
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@@ -4,7 +4,7 @@
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4
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* so a rebinding window remains (same trade-off as dsh-search-first).
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*/
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import { htmlToMarkdown, stripInvisibleText } from './html-markdown.js';
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|
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export const LOCAL_FETCH_CLIENT_VERSION = '2.
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|
+
export const LOCAL_FETCH_CLIENT_VERSION = '2.11.1';
|
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8
|
export const LOCAL_FETCH_MAX_URL_LENGTH = 2048;
|
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9
|
export class LocalFetchError extends Error {
|
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10
|
code;
|
|
@@ -30,6 +30,10 @@ export declare class SourceError extends Error {
|
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|
readonly code: string;
|
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31
31
|
constructor(source: SourceId, code: string, message: string);
|
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}
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+
/** Named sources return API payloads, not web pages: the 100k-char HTML cap cuts a 50-item
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|
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* CLS telegraph body (measured 106,106 chars) into invalid JSON. Size for JSON, not HTML. */
|
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35
|
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export declare const SOURCE_MAX_BYTES = 1048576;
|
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export declare const SOURCE_MAX_CHARS = 262144;
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|
type Requester = ReturnType<typeof createHttpRequester>;
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/** Built per source-tool call; lazy transport, configured timeout. */
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export declare function createSourceTransport(options: LocalFetchOptions): Requester;
|
|
@@ -21,13 +21,23 @@ export class SourceError extends Error {
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}
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}
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|
const REQUEST_TIMEOUT_MS = 20_000;
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/** Named sources return API payloads, not web pages: the 100k-char HTML cap cuts a 50-item
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* CLS telegraph body (measured 106,106 chars) into invalid JSON. Size for JSON, not HTML. */
|
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|
+
export const SOURCE_MAX_BYTES = 1_048_576;
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|
+
export const SOURCE_MAX_CHARS = 262_144;
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|
function createHash(algorithm) {
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|
const processLike = globalThis.process;
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|
return processLike?.getBuiltinModule?.('node:crypto')?.createHash?.(algorithm);
|
|
27
31
|
}
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|
/** Built per source-tool call; lazy transport, configured timeout. */
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|
export function createSourceTransport(options) {
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|
30
|
-
return createHttpRequester({
|
|
34
|
+
return createHttpRequester({
|
|
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|
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...options,
|
|
36
|
+
timeoutMs: options.timeoutMs || REQUEST_TIMEOUT_MS,
|
|
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|
+
// Never lower the JSON ceiling to the HTML setting: a truncated body cannot be parsed.
|
|
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|
+
maxBytes: Math.max(options.maxBytes, SOURCE_MAX_BYTES),
|
|
39
|
+
maxContentChars: Math.max(options.maxContentChars, SOURCE_MAX_CHARS),
|
|
40
|
+
});
|
|
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41
|
}
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|
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|
/**
|
|
33
43
|
* Eastmoney shares the other sources' egress gate; throttling stays process-wide.
|
|
@@ -89,7 +99,11 @@ function asRecord(value) {
|
|
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89
99
|
? value
|
|
90
100
|
: undefined;
|
|
91
101
|
}
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|
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|
-
function parseJson(text, source, what) {
|
|
102
|
+
function parseJson(text, source, what, truncated = false) {
|
|
103
|
+
// A truncated body always fails JSON.parse with a syntax error; name the real cause instead.
|
|
104
|
+
if (truncated) {
|
|
105
|
+
throw new SourceError(source, 'INVALID_RESPONSE', `${what} 超过本机响应体上限被截断,无法解析;请降低 limit 或缩小查询范围`);
|
|
106
|
+
}
|
|
93
107
|
try {
|
|
94
108
|
return JSON.parse(text);
|
|
95
109
|
}
|
|
@@ -137,7 +151,7 @@ export async function clsTelegraph(transport, input) {
|
|
|
137
151
|
};
|
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138
152
|
const query = Object.keys(params).sort().map((key) => `${key}=${params[key]}`).join('&');
|
|
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153
|
const outcome = await transport.request({ url: `${CLS_URL}?${query}&sign=${clsSign(params)}`, headers: { referer: CLS_REFERER } }, input.signal);
|
|
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|
-
const body = asRecord(parseJson(outcome.text, 'cls', '财联社响应'));
|
|
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|
+
const body = asRecord(parseJson(outcome.text, 'cls', '财联社响应', outcome.truncated));
|
|
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155
|
if (!body)
|
|
142
156
|
throw new SourceError('cls', 'INVALID_RESPONSE', '财联社响应不是对象');
|
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157
|
if (body.errno !== 0) {
|
|
@@ -179,7 +193,7 @@ export async function wscnLives(transport, input) {
|
|
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193
|
if (input.cursor !== undefined)
|
|
180
194
|
params.set('cursor', input.cursor);
|
|
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|
const outcome = await transport.request({ url: `${WSCN_URL}?${params.toString()}` }, input.signal);
|
|
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|
-
const body = asRecord(parseJson(outcome.text, 'wscn', '华尔街见闻响应'));
|
|
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|
+
const body = asRecord(parseJson(outcome.text, 'wscn', '华尔街见闻响应', outcome.truncated));
|
|
183
197
|
if (!body)
|
|
184
198
|
throw new SourceError('wscn', 'INVALID_RESPONSE', '华尔街见闻响应不是对象');
|
|
185
199
|
if (body.code !== 20000) {
|
|
@@ -225,7 +239,7 @@ function formBody(fields) {
|
|
|
225
239
|
*/
|
|
226
240
|
export async function cninfoIrm(transport, input) {
|
|
227
241
|
const keyword = await transport.request({ url: IRM_KEYWORD_URL, method: 'POST', body: formBody({ keyWord: input.code }) }, input.signal);
|
|
228
|
-
const keywordBody = asRecord(parseJson(keyword.text, 'cninfo_irm', '互动易代码查询响应'));
|
|
242
|
+
const keywordBody = asRecord(parseJson(keyword.text, 'cninfo_irm', '互动易代码查询响应', keyword.truncated));
|
|
229
243
|
const matches = Array.isArray(keywordBody?.data) ? keywordBody.data : [];
|
|
230
244
|
const first = asRecord(matches[0]);
|
|
231
245
|
const orgId = typeof first?.secid === 'string' ? first.secid : undefined;
|
|
@@ -243,7 +257,7 @@ export async function cninfoIrm(transport, input) {
|
|
|
243
257
|
endDay: '',
|
|
244
258
|
});
|
|
245
259
|
const page = await transport.request({ url: `${IRM_QUESTION_URL}?${params.toString()}`, method: 'POST', body: '' }, input.signal);
|
|
246
|
-
const pageBody = asRecord(parseJson(page.text, 'cninfo_irm', '互动易问答响应'));
|
|
260
|
+
const pageBody = asRecord(parseJson(page.text, 'cninfo_irm', '互动易问答响应', page.truncated));
|
|
247
261
|
const rows = requireRows(pageBody?.rows, 'cninfo_irm', '互动易 rows');
|
|
248
262
|
const total = typeof pageBody?.total === 'number' ? pageBody.total : undefined;
|
|
249
263
|
const items = [];
|
|
@@ -311,7 +325,7 @@ async function sseCompanyPage(transport, page, signal) {
|
|
|
311
325
|
if (cached !== undefined)
|
|
312
326
|
return cached;
|
|
313
327
|
const outcome = await transport.request({ url: `${SSE_BASE}/allcompany.do`, method: 'POST', body: formBody({ code: '0', order: '2', areaId: '0', page: String(page) }), headers: { referer: SSE_REFERER } }, signal);
|
|
314
|
-
const body = asRecord(parseJson(outcome.text, 'sseinfo', '上证e互动公司列表响应'));
|
|
328
|
+
const body = asRecord(parseJson(outcome.text, 'sseinfo', '上证e互动公司列表响应', outcome.truncated));
|
|
315
329
|
const content = typeof body?.content === 'string' ? body.content : undefined;
|
|
316
330
|
if (content === undefined) {
|
|
317
331
|
throw new SourceError('sseinfo', 'INVALID_RESPONSE', `上证e互动公司列表第 ${page} 页没有 content 字符串(页面结构可能已变)`);
|
|
@@ -35,7 +35,7 @@ export interface WindCallResult {
|
|
|
35
35
|
code?: WindErrorCode;
|
|
36
36
|
}
|
|
37
37
|
/** Must match `package.json` version; a test pins the two together. */
|
|
38
|
-
export declare const WIND_CLIENT_VERSION = "2.
|
|
38
|
+
export declare const WIND_CLIENT_VERSION = "2.11.1";
|
|
39
39
|
export interface WindClient {
|
|
40
40
|
callTool(toolName: string, args: Record<string, unknown>, signal?: AbortSignal): Promise<WindCallResult>;
|
|
41
41
|
}
|
|
@@ -19,7 +19,7 @@ export const WIND_SERVER_ENDPOINTS = {
|
|
|
19
19
|
analytics_data: 'https://mcp.wind.com.cn/vserver_analytics_data/mcp/',
|
|
20
20
|
};
|
|
21
21
|
/** Must match `package.json` version; a test pins the two together. */
|
|
22
|
-
export const WIND_CLIENT_VERSION = '2.
|
|
22
|
+
export const WIND_CLIENT_VERSION = '2.11.1';
|
|
23
23
|
function errorText(error) {
|
|
24
24
|
return error instanceof Error ? error.message : String(error);
|
|
25
25
|
}
|
package/package.json
CHANGED
|
@@ -87,3 +87,11 @@
|
|
|
87
87
|
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。
|
|
88
88
|
- 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,
|
|
89
89
|
确认排除项没有被人顺手加回。
|
|
90
|
+
|
|
91
|
+
## 2026-10 收敛:仓内只保留 catalog 正文
|
|
92
|
+
|
|
93
|
+
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。
|
|
94
|
+
|
|
95
|
+
- **非 catalog skill(6 颗)**:`chart-master`、`dcf-valuation`、`full-report`、`fundamental-analysis`、`report-generator`、`research-bundle`。
|
|
96
|
+
- **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`。
|
|
97
|
+
- 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。
|
|
@@ -5,11 +5,18 @@ description: Deep-read a 10-K annual report and output a structured markdown dig
|
|
|
5
5
|
|
|
6
6
|
# 10-K Report Digest
|
|
7
7
|
|
|
8
|
+
## Evidence request
|
|
9
|
+
|
|
10
|
+
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)。
|
|
11
|
+
|
|
12
|
+
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`。
|
|
13
|
+
|
|
14
|
+
|
|
8
15
|
## ⚠️ Data Verification — Do This Before Any Analysis
|
|
9
16
|
|
|
10
17
|
Before running the digest, confirm the filing details:
|
|
11
18
|
|
|
12
|
-
1. **Identify the filing** — confirm ticker, fiscal year-end
|
|
19
|
+
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.
|
|
13
20
|
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.
|
|
14
21
|
3. **Flag incomplete data** — if only partial sections are available, list what is missing before proceeding.
|
|
15
22
|
|
|
@@ -19,12 +26,12 @@ Before running the digest, confirm the filing details:
|
|
|
19
26
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## 📋 Data & Sources Header — Open Every Output With It
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-
The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard
|
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+
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:
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```
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Data & Sources
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As of: <date the figures represent, e.g. 2026-06-30>
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-
Source: <
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+
Source: <venue, document, date — as returned by retrieval>
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Retrieval: <delegated retrieval | web/tool retrieval | pasted by user>
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Confidence: <HIGH | MEDIUM | LOW>
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```
|
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@@ -43,7 +50,7 @@ Everything below the surface of this file lives in `references/`. **whole, with
|
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file gets reported as read when it was only skimmed. The file names below are the only
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addressing this entry has.
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-
- `references/10-retrieving-the-filing.md` — 🔎
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+
- `references/10-retrieving-the-filing.md` — 🔎 Evidence Request and the Filing; How to Use; Output Document Structure
|
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- `references/11-key-metrics-table.md` — (continued) Output Document Structure; References
|
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- `references/12-language-mode.md` — Language Mode; File Output; Thesis Invalidation
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@@ -1,32 +1,41 @@
|
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1
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-
# 🔎
|
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1
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+
# 🔎 Evidence Request and the Filing
|
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2
2
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3
|
-
Part 1 of 3 for `10k-digest` — 🔎
|
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3
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+
Part 1 of 3 for `10k-digest` — 🔎 Evidence Request and the Filing; How to Use; Output Document Structure
|
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4
4
|
See `SKILL.md` for what to read and when; this part is procedure, not routing.
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5
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-
## 🔎
|
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+
## 🔎 Evidence request
|
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7
7
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8
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-
This skill fetches nothing by itself. When the user gives only a ticker,
|
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8
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+
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:
|
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9
9
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|
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10
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-
**
|
|
10
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+
- **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.
|
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11
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+
- **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.
|
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12
|
+
- **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.
|
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13
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+
- **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.
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|
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12
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-
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-
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`.
|
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|
-
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.
|
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15
|
-
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.
|
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|
-
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.
|
|
15
|
+
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.
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-
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+
A request brief that works:
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-
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+
```
|
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|
+
Ticker: AAPL
|
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+
Evidence: latest annual report (10-K), fiscal year 2024
|
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22
|
+
Sections: Item 1, 1A, 7, 7A, 8, 9A, 3, Items 10–13 if incorporated
|
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+
Return: document text, venue, filing date, accession, link
|
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+
As-of: 2025-02-05
|
|
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+
```
|
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+
|
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|
+
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.
|
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+
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+
**If the host has no retrieval path at all** → `Retrieval: pasted by user`. Ask for the sections needed and say which ones are missing.
|
|
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30
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|
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22
|
-
**
|
|
31
|
+
**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.
|
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32
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|
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24
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|
---
|
|
25
34
|
|
|
26
35
|
## How to Use
|
|
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36
|
|
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37
|
```
|
|
29
|
-
# Analyze by ticker (
|
|
38
|
+
# Analyze by ticker (requests the latest 10-K through the host data contract, or asks you to paste it)
|
|
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39
|
/10k-digest AAPL
|
|
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40
|
|
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|
# Paste 10-K text directly
|
|
@@ -56,7 +65,7 @@ The skill produces a single markdown document with the following sections in ord
|
|
|
56
65
|
# [Company Name] ([TICKER]) — 10-K Digest
|
|
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|
**Fiscal Year:** [FY20XX ending MM/DD/YYYY]
|
|
58
67
|
**Filed:** [Filing date]
|
|
59
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-
**Source:**
|
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68
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+
**Source:** [venue, document, filing date, accession or link returned by retrieval]
|
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|
**Prepared:** [Today's date]
|
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|
**Language:** English | 繁體中文
|
|
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|
```
|
|
@@ -109,8 +109,9 @@ List all sources cited in this digest. Format:
|
|
|
109
109
|
```
|
|
110
110
|
## References
|
|
111
111
|
|
|
112
|
-
1. **
|
|
113
|
-
|
|
112
|
+
1. **Annual report** — [Company] 10-K, FY[XXXX]
|
|
113
|
+
Source: [venue and document name as returned by retrieval]
|
|
114
|
+
Link: [link returned by retrieval, or "not returned"]
|
|
114
115
|
Filed: [Date] | Accession No.: [XXXXXXXXXX-XX-XXXXXX]
|
|
115
116
|
|
|
116
117
|
2. **Item 1 — Business** (pp. X–X of filing)
|
|
@@ -5,6 +5,13 @@ description: Build the strongest possible bear case against a stock — a delibe
|
|
|
5
5
|
|
|
6
6
|
# Bear Case (Bearish Investor)
|
|
7
7
|
|
|
8
|
+
## Evidence request
|
|
9
|
+
|
|
10
|
+
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)。
|
|
11
|
+
|
|
12
|
+
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`。
|
|
13
|
+
|
|
14
|
+
|
|
8
15
|
## ⚠️ Data Verification — Do This Before Any Analysis
|
|
9
16
|
|
|
10
17
|
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
|
|
|
22
29
|
|
|
23
30
|
## 📋 Data & Sources Header — Open Every Output With It
|
|
24
31
|
|
|
25
|
-
The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard
|
|
32
|
+
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:
|
|
26
33
|
|
|
27
34
|
```
|
|
28
35
|
Data & Sources
|
|
29
36
|
As of: <date the figures represent, e.g. 2026-06-30>
|
|
30
|
-
Source: <
|
|
37
|
+
Source: <venue, document, date — as returned by retrieval>
|
|
31
38
|
Retrieval: <delegated retrieval | web/tool retrieval | pasted by user>
|
|
32
39
|
Confidence: <HIGH | MEDIUM | LOW>
|
|
33
40
|
```
|
package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/catalyst-calendar/SKILL.md
CHANGED
|
@@ -5,6 +5,13 @@ description: Forward-looking catalyst calendar identifying upcoming events and t
|
|
|
5
5
|
|
|
6
6
|
# Catalyst Calendar
|
|
7
7
|
|
|
8
|
+
## Evidence request
|
|
9
|
+
|
|
10
|
+
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)。
|
|
11
|
+
|
|
12
|
+
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`。
|
|
13
|
+
|
|
14
|
+
|
|
8
15
|
## ⚠️ Data Verification — Do This Before Any Analysis
|
|
9
16
|
|
|
10
17
|
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
|
|
|
22
29
|
|
|
23
30
|
## 📋 Data & Sources Header — Open Every Output With It
|
|
24
31
|
|
|
25
|
-
The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard
|
|
32
|
+
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:
|
|
26
33
|
|
|
27
34
|
```
|
|
28
35
|
Data & Sources
|
|
29
36
|
As of: <date the figures represent, e.g. 2026-06-30>
|
|
30
|
-
Source: <
|
|
37
|
+
Source: <venue, document, date — as returned by retrieval>
|
|
31
38
|
Retrieval: <delegated retrieval | web/tool retrieval | pasted by user>
|
|
32
39
|
Confidence: <HIGH | MEDIUM | LOW>
|
|
33
40
|
```
|
package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/SKILL.md
CHANGED
|
@@ -5,6 +5,13 @@ description: Deep competitive moat analysis, market position assessment, and ind
|
|
|
5
5
|
|
|
6
6
|
# Competitor Analysis
|
|
7
7
|
|
|
8
|
+
## Evidence request
|
|
9
|
+
|
|
10
|
+
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)。
|
|
11
|
+
|
|
12
|
+
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`。
|
|
13
|
+
|
|
14
|
+
|
|
8
15
|
## ⚠️ Data Verification — Do This Before Any Analysis
|
|
9
16
|
|
|
10
17
|
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
|
|
|
22
29
|
|
|
23
30
|
## 📋 Data & Sources Header — Open Every Output With It
|
|
24
31
|
|
|
25
|
-
The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard
|
|
32
|
+
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:
|
|
26
33
|
|
|
27
34
|
```
|
|
28
35
|
Data & Sources
|
|
29
36
|
As of: <date the figures represent, e.g. 2026-06-30>
|
|
30
|
-
Source: <
|
|
37
|
+
Source: <venue, document, date — as returned by retrieval>
|
|
31
38
|
Retrieval: <delegated retrieval | web/tool retrieval | pasted by user>
|
|
32
39
|
Confidence: <HIGH | MEDIUM | LOW>
|
|
33
40
|
```
|
|
@@ -18,7 +18,7 @@ See `SKILL.md` for what to read and when; this part is procedure, not routing.
|
|
|
18
18
|
# Moat analysis only (faster, focused output)
|
|
19
19
|
/competitor-analysis GOOGL --moat-only
|
|
20
20
|
|
|
21
|
-
# Full analysis with
|
|
21
|
+
# Full analysis with chart-ready tables for the host chart channel
|
|
22
22
|
/competitor-analysis AMZN --visual
|
|
23
23
|
```
|
|
24
24
|
|
|
@@ -83,7 +83,7 @@ Provide a comprehensive competitive analysis report with:
|
|
|
83
83
|
- Porter's Five Forces radar chart data
|
|
84
84
|
- Competitive benchmarking grouped bar chart data
|
|
85
85
|
- Moat score components horizontal bar chart data
|
|
86
|
-
- Chart specifications
|
|
86
|
+
- Chart specifications the host chart channel can render (this plugin exports no HTML)
|
|
87
87
|
|
|
88
88
|
## Standard Signal Output
|
|
89
89
|
|
package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/SKILL.md
CHANGED
|
@@ -5,6 +5,13 @@ description: "Comprehensive capital allocation analysis: dividends, buybacks, M&
|
|
|
5
5
|
|
|
6
6
|
# Capital Allocation Analysis (Dividend, Buyback, M&A & FCF Deployment)
|
|
7
7
|
|
|
8
|
+
## Evidence request
|
|
9
|
+
|
|
10
|
+
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)。
|
|
11
|
+
|
|
12
|
+
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`。
|
|
13
|
+
|
|
14
|
+
|
|
8
15
|
## ⚠️ Data Verification — Do This Before Any Analysis
|
|
9
16
|
|
|
10
17
|
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
|
|
|
22
29
|
|
|
23
30
|
## 📋 Data & Sources Header — Open Every Output With It
|
|
24
31
|
|
|
25
|
-
The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard
|
|
32
|
+
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:
|
|
26
33
|
|
|
27
34
|
```
|
|
28
35
|
Data & Sources
|
|
29
36
|
As of: <date the figures represent, e.g. 2026-06-30>
|
|
30
|
-
Source: <
|
|
37
|
+
Source: <venue, document, date — as returned by retrieval>
|
|
31
38
|
Retrieval: <delegated retrieval | web/tool retrieval | pasted by user>
|
|
32
39
|
Confidence: <HIGH | MEDIUM | LOW>
|
|
33
40
|
```
|
|
@@ -85,27 +85,19 @@ Score Interpretation
|
|
|
85
85
|
|
|
86
86
|
## Data Sources
|
|
87
87
|
|
|
88
|
-
|
|
89
|
-
|
|
90
|
-
|
|
91
|
-
|
|
92
|
-
**
|
|
93
|
-
- **
|
|
94
|
-
- **
|
|
95
|
-
- **
|
|
96
|
-
- **
|
|
97
|
-
|
|
98
|
-
|
|
99
|
-
|
|
100
|
-
|
|
101
|
-
- **Bloomberg**: Credit ratings, bond spreads, covenant disclosures
|
|
102
|
-
- **Morningstar**: Capital allocation ratings, M&A track record, stewardship grade
|
|
103
|
-
- **GuruFocus**: FCF analysis, buyback history, insider ownership
|
|
104
|
-
|
|
105
|
-
**Screening Tools**
|
|
106
|
-
- Finviz screener: Filter by dividend yield, payout ratio, buyback yield
|
|
107
|
-
- Morningstar: Capital Allocation rating (Exemplary / Standard / Poor)
|
|
108
|
-
- GuruFocus: Capital allocation and management quality scores
|
|
88
|
+
## Evidence to request
|
|
89
|
+
|
|
90
|
+
Ask the host data contract for the evidence behind the scorecard, not for a vendor list:
|
|
91
|
+
|
|
92
|
+
- **Financial statements** — free cash flow, net income, dividends paid, and share repurchases, each with the period and the accounting basis it uses
|
|
93
|
+
- **Issuer disclosures** — dividend history, a buyback programme announcement, and the earnings-call material that explains a change in payout policy
|
|
94
|
+
- **Payout classification** — whether the name appears on a published dividend-growth index, and which index and vintage that claim comes from
|
|
95
|
+
- **Capital-allocation evidence** — credit ratings, bond spreads, covenant terms, and buyback / M&A history, each with its as-of date
|
|
96
|
+
- **Screening thresholds** — dividend yield, payout ratio and buyback yield computed from the returned statements, not copied from a third-party screen
|
|
97
|
+
|
|
98
|
+
If a figure exists only on an analyst commentary page, label it secondary and keep it out of the primary ratios.
|
|
99
|
+
|
|
100
|
+
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.
|
|
109
101
|
|
|
110
102
|
## Input Formats
|
|
111
103
|
|
package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/SKILL.md
CHANGED
|
@@ -5,6 +5,13 @@ description: Analyze earnings call transcripts for sentiment, key themes, and ma
|
|
|
5
5
|
|
|
6
6
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# Earnings Call Analysis
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7
7
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8
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+
## Evidence request
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9
|
+
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10
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+
通过宿主数据契约请求:电话会纪要(正文与问答,带回日期)。
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11
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+
|
|
12
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+
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`。
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13
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+
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14
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+
|
|
8
15
|
## ⚠️ Data Verification — Do This Before Any Analysis
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|
9
16
|
|
|
10
17
|
Before running any analysis, always retrieve the latest market data for the ticker:
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|
@@ -22,12 +29,12 @@ Never substitute a remembered value for a retrieved one. Getting the number is t
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22
29
|
|
|
23
30
|
## 📋 Data & Sources Header — Open Every Output With It
|
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24
31
|
|
|
25
|
-
The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard
|
|
32
|
+
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:
|
|
26
33
|
|
|
27
34
|
```
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|
28
35
|
Data & Sources
|
|
29
36
|
As of: <date the figures represent, e.g. 2026-06-30>
|
|
30
|
-
Source: <
|
|
37
|
+
Source: <venue, document, date — as returned by retrieval>
|
|
31
38
|
Retrieval: <delegated retrieval | web/tool retrieval | pasted by user>
|
|
32
39
|
Confidence: <HIGH | MEDIUM | LOW>
|
|
33
40
|
```
|