@v587d/capital-generation 2.10.2 → 2.11.1

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

@@ -5,6 +5,13 @@ description: Explains any InvestSkill output like a mentor — every metric in p
 
 # Learning Coach — Understand the Analysis You Just Got
 
+## Evidence request
+
+通过宿主数据契约请求：使用者提供的输入（成交、持仓或论点记录）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before explaining anything, check the material you were handed:
@@ -24,12 +31,12 @@ Never substitute a remembered value for a retrieved one. Getting the number is t
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/10-overview.md

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

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

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

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

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

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

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

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

@@ -5,14 +5,21 @@ description: Review and analyze investment portfolio performance and allocation
 
 # Portfolio Review
 
+## Evidence request
+
+通过宿主数据契约请求：持仓与成本（使用者提供）、行情序列（复权口径与 as-of）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

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

@@ -5,6 +5,13 @@ description: Plan a staged position — entry ladder, share-count floor/ceiling,
 
 # Position Ladder — Staged Entry & Cost-Basis Management
 
+## Evidence request
+
+通过宿主数据契约请求：持仓与成本（使用者提供）、行情序列（复权口径与 as-of）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before running any analysis, always retrieve the latest market data for the ticker:
@@ -22,12 +29,12 @@ Never substitute a remembered value for a retrieved one. Getting the number is t
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

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

@@ -5,6 +5,13 @@ description: Validate investment analysis results and score confidence across da
 
 # Investment Result Validator
 
+## Evidence request
+
+通过宿主数据契约请求：使用者提供的输入（成交、持仓或论点记录）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 You are a rigorous meta-analyst. Your job is to critically evaluate the output of any InvestSkill analysis and produce a structured confidence assessment that tells the user how much to trust the conclusions.
 
 ## How to Use

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

@@ -5,6 +5,13 @@ description: Portfolio and position risk report — beta-weighted exposure, hist
 
 # Risk Stress Test — How Much Could This Portfolio Lose?
 
+## Evidence request
+
+通过宿主数据契约请求：持仓与成本（使用者提供）、行情序列（复权口径与 as-of）、宏观序列（数值、期间与发布日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 ## ⚠️ Data Verification — Do This Before Any Analysis
 
 Before running any analysis, always retrieve the latest market data for the ticker:
@@ -22,12 +29,12 @@ Never substitute a remembered value for a retrieved one. Getting the number is t
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard documented on the [Data & Accuracy](https://yennanliu.github.io/InvestSkill/data-and-accuracy.html) page and the first thing `result-validator` looks for:
+The first thing in the output is this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

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

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

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/11-sector-correlation-matrix.md

@@ -51,10 +51,10 @@ Rank all 11 sectors on a 1–11 scale (1 = strongest, 11 = weakest) across four
 
 | Dimension | How to Score | Data Source |
 |---|---|---|
-| **3M Price Return** | Rank sectors by 3-month total return vs. each other | Bloomberg, ETF returns (XLK, XLV, etc.) |
-| **Earnings Revision Trend** | % of analysts raising forward EPS estimates (breadth) | FactSet, Bloomberg consensus |
-| **Forward P/E vs. 10Y Historical Average** | Discount = high score; premium = low score | FactSet, LSEG |
-| **Analyst Sentiment** | Net buy ratings minus sell ratings as % of total | Bloomberg, Refinitiv |
+| **3M Price Return** | Rank sectors by 3-month total return vs. each other | Sector price history, or the sector ETF series |
+| **Earnings Revision Trend** | % of analysts raising forward EPS estimates (breadth) | Consensus revision history |
+| **Forward P/E vs. 10Y Historical Average** | Discount = high score; premium = low score | Valuation history for the sector |
+| **Analyst Sentiment** | Net buy ratings minus sell ratings as % of total | Ratings and target-price changes, with their dates |
 
 ### Momentum Scorecard Template
 

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/12-peer-benchmarking-within-sector.md

@@ -12,7 +12,7 @@ When analyzing a specific stock, compare it against its sector median to identif
 ```
 Stock: [TICKER] — [Company Name]
 Sector: [GICS Sector]
-Comparison Date: [Date] | Source: [FactSet / Bloomberg / Company Filings]
+Comparison Date: [Date] | Source: [venue and document as returned by retrieval]
 
 DIMENSION              STOCK VALUE    SECTOR MEDIAN    PREMIUM / DISCOUNT    SCORE (1-5)
 ─────────────────────────────────────────────────────────────────────────────────────────

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

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

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/short-interest/references/12-data-sources.md

@@ -3,23 +3,17 @@
 Part 3 of 3 for `short-interest` — Analysis Framework; Input Formats; Output; Standard Signal Output; Thesis Invalidation
 See `SKILL.md` for what to read and when; this part is procedure, not routing.
 
-### 9. Data Sources
+### 9. Evidence to request
 
-**Short Interest Data**
-- **FINRA Short Interest Data**: finra.org/investors/short-sale-volume-data (official, free, twice-monthly)
-- **NYSE Short Interest Reports**: NYSE-listed stocks, semi-monthly
-- **NASDAQ Short Interest Reports**: NASDAQ-listed stocks, semi-monthly
-- **Shortvolume.com**: Free daily short volume data by ticker
+Ask the host data contract for the short-side evidence and say which reporting date each item belongs to:
 
-**Screeners and Analytics**
-- **Finviz**: Short float % in stock screener (sortable, free)
-- **Market Chameleon**: Short interest trend charts, borrow rate tracking
-- **Iborrowdesk.com**: Free near-real-time borrow rate data from Interactive Brokers and TD Ameritrade
+- **Settlement-dated short interest** — short interest, average daily volume and days-to-cover for each twice-monthly settlement date, with the exchange that published it
+- **Short volume** — daily short volume and total volume, if the host returns it; it is not the same measure as short interest and must not be substituted for it
+- **Borrow data** — borrow fee and lendable supply, with the timestamp and the venue that quoted it
+- **Float and share count** — the issuer's latest reported share count and float, since short-float percentages are computed against it
+- **Filings context** — a shelf or convert issuance that could explain a hedging-related short position
 
-**Premium Short Data**
-- **S3 Partners**: Professional-grade short analytics, real-time borrow rates, predictive short interest
-- **Interactive Brokers Stock Loan Availability**: Borrow rate and availability for account holders
-- **Bloomberg Terminal**: SRFD function for comprehensive short interest data
+Label a third-party screen or an estimated borrow fee as secondary. A settlement date that did not come back stays blank rather than being interpolated from the neighbouring dates.
 
 ## Input Formats
 
@@ -27,7 +21,7 @@ See `SKILL.md` for what to read and when; this part is procedure, not routing.
 ```
 User: /short-interest GME
 
-Claude retrieves current short float, DTC, borrow rate, and computes Squeeze Score
+The agent requests current short float, DTC and borrow rate through the host data contract, then computes the Squeeze Score
 ```
 
 ### Format 2: Squeeze Potential Scan

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

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

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/11-dupont-decomposition.md

@@ -54,7 +54,7 @@ ROE = Tax Burden × Interest Burden × EBIT Margin × Asset Turnover × Equity M
 
 ### Visualization Data Tables
 
-When a visual or report output is needed, populate these tables for chart generation (compatible with `/us-stock-analysis:report-generator`):
+When a visual output is needed, populate these tables for chart generation (the host chart channel renders them; this plugin exports no report):
 
 **Revenue & Earnings Growth**
 ```

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

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

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

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

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

@@ -5,6 +5,13 @@ description: US tax mechanics for a position or portfolio — short- vs. long-te
 
 # Tax Lens — What You Actually Keep
 
+## Evidence request
+
+通过宿主数据契约请求：持仓与成本（使用者提供）、使用者提供的输入（成交、持仓或论点记录）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 > ⚠️ **This is not tax advice.** Tax law changes, thresholds are indexed, and the right answer depends on facts this skill cannot see (filing status, state, residency, other income, treaty position). Every output of this skill must open **and** close with: *"Educational illustration of how the rules generally work — confirm with a qualified tax professional before acting."* If the user asks for a filing position, a specific dollar liability to rely on, or anything about a jurisdiction outside the US mechanics described here, say so and stop.
 
 ## ⚠️ Data Verification — Do This Before Any Analysis
@@ -24,12 +31,12 @@ Never substitute a remembered value for a retrieved one. Getting the number is t
 
 ## 📋 Data & Sources Header — Open Every Output With It
 
-Immediately after the not-tax-advice banner (which is always line one), the output carries 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:
+Immediately after the not-tax-advice banner (which is always line one), the output carries this provenance block, filled in — never left as placeholders. It is the standard `result-validator` looks for first:
 
 ```
 Data & Sources
   As of:      <date the figures represent, e.g. 2026-06-30>
-  Source:     <primary docs — SEC EDGAR 10-K/10-Q, company IR, FRED, exchange data …>
+  Source:     <venue, document, date — as returned by retrieval>
   Retrieval:  <delegated retrieval | web/tool retrieval | pasted by user>
   Confidence: <HIGH | MEDIUM | LOW>
 ```

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

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

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/11-chart-visualization-support.md

@@ -156,7 +156,7 @@ Signals:
 
 ### Integration with Report Generator
 
-When `--chart` flag is used, output is optimized for `/report-generator`:
+When `--chart` flag is used, output is optimized for the host chart channel:
 - All chart data tables formatted for Chart.js/Plotly
 - Color schemes specified for consistent visualization
 - Annotations and overlays clearly defined

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

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

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/10-overview.md

@@ -22,7 +22,7 @@ It fills the gap between Playbook steps 1 (write the thesis), 9 (monitor), and 1
 | **Open** | `thesis-tracker NVDA` (+ pasted analyses, or none) | Interview the user, draft the thesis file, save it to `output/thesis/NVDA.md` |
 | **Update** | `thesis-tracker NVDA --update` (+ current data or a fresh analysis) | Re-read the saved file, refresh every KPI, re-test every trigger, return INTACT / WEAKENED / BROKEN (or INSUFFICIENT EVIDENCE), append to the decision log |
 | **Review** | `thesis-tracker --review` (no ticker) | Read every file in `output/thesis/`, list status and next-check date per ticker, flag anything overdue or sitting at INSUFFICIENT EVIDENCE |
-| **Close** | `thesis-tracker NVDA --close "sold — trigger 2 fired"` | Mark the thesis closed with the exit reason and final P&L; keep the file for `trade-postmortem` |
+| **Close** | `thesis-tracker NVDA --close "sold — trigger 2 fired"` | Mark the thesis closed with the exit reason and final P&L; keep the file for `post-trade-review` |
 
 If the environment cannot write files, output the complete thesis file as a fenced block and tell the user to save it at the stated path — the *contract* matters, not the storage.
 

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/11-phase-5-the-pre.md

@@ -30,7 +30,7 @@ On every update:
 An INSUFFICIENT EVIDENCE status does not change the file's last confirmed status line; it is recorded in the decision log (`checked — insufficient evidence — <KPIs missing>`) and the next-check date is moved to when the data will exist (usually the next filing).
 
 5. Name **the specific line that changed** — the KPI, its old value, its new value, and the threshold. A status without a line is an opinion.
-6. Append a **decision log** row. The log records what the user *did* and *why*, priced and dated, and names the skill that informed it. It is the raw material for `trade-postmortem`.
+6. Append a **decision log** row. The log records what the user *did* and *why*, priced and dated, and names the skill that informed it. It is the raw material for `post-trade-review`.
 
 **Status is not a signal.** WEAKENED does not mean sell; it means the next check moves up and the position should not be added to. BROKEN means the reason for owning it is gone — what to do about that is a `position-ladder` / tax question, but *adding* is off the table. INSUFFICIENT EVIDENCE means the honest answer is "I don't know yet" — treat it like WEAKENED for position management (no adding) until the data arrives.
 

package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/12-example.md

@@ -35,8 +35,8 @@ and appends the log row "2026-08-29 · hold, no add · $131 · margin breach und
 - **Never write the thesis for the user.** Sharpen, question, and structure — but the conviction has to be theirs or the file will not be believed when it says BROKEN.
 - **Hold the KPI count at five.** More KPIs means more noise and a guaranteed breach every quarter; the thesis becomes permanently WEAKENED and the status stops carrying information.
 - **A WEAKENED status blocks adding, not holding.** Pair with `position-ladder`, whose thesis-break gate is meant to read this status.
-- **Closed files are inputs to `trade-postmortem`.** Do not delete them.
-- File paths and the `output/` convention follow `full-report`. Where the environment cannot write, print the file.
+- **Closed files are inputs to `post-trade-review`.** Do not delete them.
+- Keep the `output/` convention described above. Where the environment cannot write, print the file.
 
 ## Thesis Invalidation