@v587d/capital-generation 2.10.2 → 2.11.1

package/selected-skills/china-stock-research-skills/skills/shared/references/source-registry.md

@@ -1,49 +1,47 @@
 # Source Registry
 
-Use this registry to prioritize public, accessible, and checkable sources.
-
-## Tier 1: Statutory Disclosures and Regulators
-
-| Source | What to Use It For | URL |
-| --- | --- | --- |
-| Juchao / CNInfo | Annual reports, interim reports, board resolutions, financing plans, risk disclosures | https://www.cninfo.com.cn/new/index |
-| SSE listed company portal | Main-board disclosures for Shanghai-listed issuers | https://www.sse.com.cn/assortment/stock/list/info/company/index.shtml |
-| SZSE disclosure portal | Shenzhen-listed issuer disclosures | https://www.szse.cn/disclosure/listed/fixed/index.html |
-| CSRC | Rules, penalties, policy changes, filing-related rules | https://www.csrc.gov.cn/ |
-| National Enterprise Credit Information | Legal entity status, shareholders, administrative filings | https://www.gsxt.gov.cn/index.html |
-
-## Tier 2: Ministries, Exchanges, Associations, and Public Procurement
-
-| Source | What to Use It For | URL |
-| --- | --- | --- |
-| MIIT | Industry policy, data center policy, industrial standards | https://www.miit.gov.cn/ |
-| National Bureau of Statistics | Macro indicators, industry production, regional data | https://www.stats.gov.cn/ |
-| CAPCO | Listed-company governance and market studies | https://www.capco.org.cn/ |
-| China Mobile procurement | Operator procurement and bid outcomes | https://b2b.10086.cn/ |
-| China Telecom procurement | Operator procurement and contract notices | https://caigou.chinatelecom.com.cn/ |
-| China Unicom procurement | Operator procurement and bid notices | http://www.chinaunicombidding.cn/ |
-
-## Tier 3: Company Channels and Supplementary Public Sources
-
-| Source | What to Use It For | URL |
-| --- | --- | --- |
-| Company IR site | Presentations, investor Q&A, event notices | Use issuer official website |
-| Exchange interactive Q&A | Investor questions and management replies, if publicly archived | Use exchange-linked issuer pages |
-| Government and park websites | Local project approvals, land, energy, industrial policy | Use local government official portals |
-| Industry media | Secondary context only, never sole support for a core conclusion | Use original article URL |
-
-## Mandatory Rules
-
-- Prefer Tier 1 for all core facts, numbers, contracts, financing, and governance items.
-- Use Tier 2 to validate market size, policy, procurement, and regional industry context.
-- Use Tier 3 only as supplementary context unless it reproduces an official source.
-- Keep every URL directly clickable.
-- If a source is behind login or is not publicly reachable, mark it as inaccessible and do not rely on it as the main proof.
-
-## Recommended Source Order by Topic
-
-- Company history and business mix: CNInfo -> annual report -> prospectus -> official website
-- Orders and projects: exchange announcement -> operator procurement portal -> local government/park website
-- Debt and financing: annual/interim report -> bond/convertible bond filing -> board resolution
-- Industry policy: MIIT -> NDRC or local government -> industry association
-- Macro and regional demand: National Bureau of Statistics -> province/city statistics bureau -> policy documents
+This registry describes the evidence types an A-share research answer can rely on and what each
+one can support. It names no retrieval route: every item is requested through the host data
+contract, and the retrieval role decides where it comes from.
+
+## Statutory disclosures and regulators
+
+| Evidence | What it can support |
+| --- | --- |
+| Exchange disclosure filing (annual, interim, quarterly, board resolution, financing plan) | Reported figures, contracts, financing terms, risk disclosures, governance items |
+| Regulator notice or penalty | Rules, enforcement history, filing obligations |
+| Enterprise credit registration | Legal entity status, shareholders, administrative filings |
+
+## Ministries, exchanges, associations and public procurement
+
+| Evidence | What it can support |
+| --- | --- |
+| Industry ministry policy | Industry policy, standards, project eligibility |
+| Statistics bureau release | Macro indicators, industry output, regional data |
+| Association study | Governance and market-structure context |
+| Operator procurement notice | Bid outcomes, package scope, procurement timing |
+
+## Company channels and supplementary public sources
+
+| Evidence | What it can support |
+| --- | --- |
+| Issuer IR material | Presentations, investor Q&A, event notices |
+| Exchange interactive Q&A | Investor questions and management replies, when archived |
+| Local government or park notice | Project approvals, land, energy, industrial policy |
+| Industry media | Secondary context only, never sole support for a core conclusion |
+
+## Rules
+
+- Core facts, numbers, contracts, financing and governance items need a statutory disclosure or a regulator notice.
+- Policy, market size, procurement and regional context can rest on a ministry, statistics or procurement source.
+- Company channels and media are supplementary unless they reproduce an official document.
+- Every item carries its provenance: venue, document name, document date, and the accession or link the retrieval returned. A source that cannot be recorded this way is not evidence.
+- If a source is behind a login or is not publicly reachable, mark it inaccessible and do not use it as the main proof.
+
+## What each question needs
+
+- Company history and business mix: annual report, then prospectus, then issuer material
+- Orders and projects: exchange announcement, then procurement notice, then local-government notice
+- Debt and financing: annual/interim report, then bond or convertible filing, then board resolution
+- Industry policy: ministry policy, then local policy, then association material
+- Macro and regional demand: national statistics, then provincial or city statistics, then policy documents

package/selected-skills/china-stock-research-skills/skills/strategy-business-transition/SKILL.md

@@ -5,6 +5,13 @@ description: Analyze an A-share company's strategy, business evolution, and tran
 
 # Strategy Business Transition
 
+## 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）、行业数据（产量、价格、政策，注明来源与日期）。
+
+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`。
+
+
 Analyze how an A-share company moved from its old business model to its current one.
 
 ## Non-Negotiable Rules

package/selected-skills/china-stock-research-skills/skills/strategy-business-transition/references/idc-transition-markers.md

@@ -4,12 +4,14 @@ Use this guide when a company claims to be moving from legacy engineering or man
 
 ## Source Map
 
-| Source | What to Validate | URL |
-| --- | --- | --- |
-| Prospectus and annual report | Original business model, raised funds, asset base, risk factors | https://www.cninfo.com.cn/new/index |
-| Interim and quarterly reports | Whether segment mix and asset mix are actually changing | https://www.cninfo.com.cn/new/index |
-| Board resolutions and financing filings | Capital allocation and project commitment | https://www.cninfo.com.cn/new/index |
-| SSE / SZSE company disclosure portals | Official exchange-side retrieval path | https://www.sse.com.cn/assortment/stock/list/info/company/index.shtml |
+| Evidence | What to Validate |
+| --- | --- |
+| Prospectus and annual report | Original business model, raised funds, asset base, risk factors |
+| Interim and quarterly reports | Whether segment mix and asset mix are actually changing |
+| Board resolutions and financing filings | Capital allocation and project commitment |
+| SSE / SZSE company disclosure portals | Official exchange-side retrieval path |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Transition Markers
 

package/selected-skills/china-stock-research-skills/skills/valuation-investment-strategy/SKILL.md

@@ -5,6 +5,13 @@ description: Convert a source-backed A-share research view into valuation scenar
 
 # Valuation Investment Strategy
 
+## 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`。
+
+
 Build scenario-based valuation only after the factual base is complete.
 
 ## Non-Negotiable Rules

package/selected-skills/china-stock-research-skills/skills/valuation-investment-strategy/references/idc-valuation-overlays.md

@@ -4,12 +4,14 @@ Use this guide when valuing an IDC or AI-compute transition story.
 
 ## Source Map
 
-| Source | What It Supports | URL |
-| --- | --- | --- |
-| Company annual and interim reports | Asset base, capex, debt, segment mix, disclosed utilization | https://www.cninfo.com.cn/new/index |
-| Financing filings | Funding assumptions, project economics, dilution path | https://www.cninfo.com.cn/new/index |
-| Exchange disclosures of peers | Peer multiple context and business-model comparability | https://www.cninfo.com.cn/new/index |
-| MIIT / NDRC | Policy support that affects industry narrative and regional node logic | https://www.miit.gov.cn/ |
+| Evidence | What It Supports |
+| --- | --- |
+| Company annual and interim reports | Asset base, capex, debt, segment mix, disclosed utilization |
+| Financing filings | Funding assumptions, project economics, dilution path |
+| Exchange disclosures of peers | Peer multiple context and business-model comparability |
+| MIIT / NDRC | Policy support that affects industry narrative and regional node logic |
+
+Every item carries venue, document name, document date and the accession or link the retrieval returned; the retrieval role decides where it comes from.
 
 ## Method Hints
 

package/selected-skills/claude-for-financial-services-cn/UPSTREAM.md

@@ -184,3 +184,12 @@
   五档评级、目标价与仓位写法作为卖方流程的一部分原样收录，逐条标注为推演练习：收录它们只为让使用者看见
   卖方流程长什么样，**不构成投资建议**，也不得反向当作监管或会计规则。
   本文件与本仓的收录判断不构成对上游观点、也不构成对 `anthropics/claude-for-financial-services` 观点的背书。
+
+## 2026-10 收敛：仓内只保留 catalog 正文
+
+本仓不再保存上游全量快照。除 catalog 命中的 12 颗正文、LICENSE 与本文件之外，以下内容按 2026-10 政策**从仓里删除**（不是仅从包里排除）；重新按上面所钉 commit 覆盖快照时按本节过滤。
+
+- **非 catalog skill（176 颗）**：`agent-plugins/china-earnings-reviewer/skills/` 31 颗；`agent-plugins/china-market-researcher/skills/` 31 颗；`agent-plugins/china-model-builder/skills/` 31 颗；`agent-plugins/china-pitch-agent/skills/` 31 颗；`mcp-servers/` 1 颗；`vertical-plugins/china-finance/skills/` 19 颗；`vertical-plugins/fund-admin/skills/` 6 颗；`vertical-plugins/investment-banking/skills/` 10 颗；`vertical-plugins/operations/skills/` 2 颗；`vertical-plugins/private-equity/skills/` 9 颗；`vertical-plugins/wealth-management/skills/` 5 颗。逐颗名单可从所钉 commit 与该目录的差异还原。
+- **上游仓库材料**：`.claude-plugin`、`.codebuddy`、`.npmignore`、`CLAUDE.md`、`IFIND-INTEGRATION-PLAN.md`、`README.md`、`agent-plugins/china-earnings-reviewer`、`agent-plugins/china-market-researcher`、`agent-plugins/china-model-builder`、`agent-plugins/china-pitch-agent`、`managed-agent-cookbooks`、`mcp-servers`、`scripts`、`vertical-plugins/china-finance`、`vertical-plugins/fund-admin`、`vertical-plugins/investment-banking`、`vertical-plugins/operations`、`vertical-plugins/private-equity`、`vertical-plugins/wealth-management`。
+- **上游脚本与取数服务端（8 个文件）**：删除，连 git 都不留（执行面）。
+- 许可与署名不受影响：`LICENSE` 原件、所钉 commit 与作者信息仍在上面各节；公开许可只要求保留版权与许可声明。

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-break-trace/SKILL.md

@@ -11,7 +11,7 @@ description: Forensic financial analysis for A-share companies. Identifies discr
 
 Conduct **A股财务核查** — forensic analysis to identify potential issues in Chinese financial statements.
 
-## Data Sources
+## Evidence request
 
 Forensic work is only as good as the records behind it, and this step retrieves nothing itself: the plugin has one entry for data — the main agent delegating to the role that owns structured data or disclosure and web material — and it holds no data-service key here.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-catalyst-calendar/SKILL.md

@@ -11,7 +11,7 @@ description: Track upcoming catalysts for A-share coverage universe — earnings
 
 Build and maintain a **A股催化剂日历** tracking upcoming events that could materially impact stock prices within a coverage universe.
 
-## Data Sources
+## Evidence request
 
 A calendar is a list of dates and documents, and this plugin obtains none of them from inside this step: retrieval has exactly one entry — the main agent delegating it to the role that owns market data or web and disclosure material — and a calendar holds no data-service key and issues no query of its own.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-comps-analysis/SKILL.md

@@ -11,7 +11,7 @@ description: Comparable company analysis for A-share equities. Adapts the origin
 
 Build **A股可比公司分析** — peer group multiples comparison adapted for the Chinese equity market.
 
-## Data Sources
+## Evidence request
 
 This section says **what to ask the host's retrieval path for**. It is not a set of calls made from here: this plugin obtains data through exactly one entry — the main agent delegating it — and a comps sheet carries no data-service key and issues no interface call.
 
@@ -19,7 +19,7 @@ Hand over a brief naming the peer tickers, the fields, and one shared as-of date
 
 - Trading multiples inputs per name: 最新价, PE / PB / PS, 市值, 股本
 - Financials per name: revenue and 归母净利润 for the LTM window, 资产负债表 for book value and 有息负债, plus the 折旧摊销 needed for EBITDA
-- Peer universe: the industry constituents for the 东方财富 category being used
+- Peer universe: the industry constituents for the classification the host returns
 - Filings: the 定期报告 behind any figure that has to be checked against the disclosure rather than a screen
 
 In a host that splits roles, delegate that brief rather than searching from this step, then build the table from what comes back. A peer whose figures did not come back stays out of the median — it is not filled in with a remembered multiple.
@@ -32,7 +32,7 @@ In a host that splits roles, delegate that brief rather than searching from this
 
 | Criterion | China Context |
 |-----------|---------------|
-| Industry | Same 东方财富 industry category |
+| Industry | Same industry classification the host returned |
 | Market cap | ±3x of subject company |
 | Revenue | ±2x of subject company |
 | Growth | Similar revenue growth profile |

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-dcf/SKILL.md

@@ -7,7 +7,7 @@ description: DCF valuation model for A-share stocks on Chinese financial stateme
 
 > 本文件相对上游 `d7585ca` 快照做过合规改写（取数与凭据口径），逐条记在快照根目录的 UPSTREAM.md；方法论、阈值与输出模板未改。
 
-## Data Sources
+## Evidence request
 
 A DCF is only as honest as the numbers handed to it, and this plugin has exactly one way to obtain numbers: the main agent delegates retrieval to the role that owns it. Nothing here calls a data interface, holds a key, or runs code.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-earnings-analysis/SKILL.md

@@ -11,7 +11,7 @@ description: Post-earnings quarterly update reports for A-share companies under
 
 Create professional **A股季度/年度业绩点评报告**, analyzing results for companies already under coverage. Follow Chinese sell-side research standards (中金、中信、华泰 format).
 
-## Data Sources
+## Evidence request
 
 Everything listed below is a **brief to hand to the host's retrieval path**, not a step this report performs. This plugin has exactly one way to obtain data — the main agent delegates it — and from here it calls no data interface and holds no key.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-earnings-preview/SKILL.md

@@ -11,7 +11,7 @@ description: Pre-earnings analysis for A-share stocks. Builds scenario framework
 
 Build **A股季报/年报前瞻分析**, preparing for company earnings releases with scenario frameworks and key metrics to watch.
 
-## Data Sources
+## Evidence request
 
 This section is a **brief to hand to the host's retrieval path**, not a set of calls made from here. This plugin has exactly one way to obtain data — the main agent delegates it — and it holds no data-service key and calls no data interface from inside a preview.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-idea-generation/SKILL.md

@@ -11,7 +11,7 @@ description: Systematic stock screening and investment idea sourcing for A-share
 
 Systematically surface new **A股投资机会** through quantitative screens, thematic analysis, and pattern recognition.
 
-## Data Sources
+## Evidence request
 
 A screen is a set of conditions applied to numbers somebody else handed back, and this step retrieves none of them: the plugin has one retrieval entry — the main agent delegating to the role that owns structured data or web and disclosure material — and it holds no data-service key and runs no query from here.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-initiating-coverage/SKILL.md

@@ -11,7 +11,7 @@ description: Institutional-quality equity research initiation reports for A-shar
 
 Create institutional-quality **A股首次覆盖研究报告**, following Chinese sell-side research standards.
 
-## Data Sources
+## Evidence request
 
 An initiation report is assembled from material this step does not fetch. The plugin has one retrieval entry — the main agent delegating to the role that owns structured data or disclosure and web material — and it holds no data-service key and issues no query from here.
 
@@ -91,7 +91,7 @@ Build a financial model (refer to `china-3-statement-model` skill):
    - CNY denominated
 
 2. **Comparable companies** (refer to `china-comps` skill)
-   - Peer set from same 东方财富 industry
+   - Peer set from the industry classification the host returned
    - PE, PB, PS, EV/EBITDA multiples
    - Regression analysis if >5 peers
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-morning-note/SKILL.md

@@ -11,7 +11,7 @@ description: Daily morning research note for A-share markets. Summarizes overnig
 
 Draft concise **A股晨会纪要/每日策略**, summarizing overnight developments and pre-market sentiment for the Chinese equity market. Designed for the typical Chinese sell-side 晨会 format (typically 7:00-8:30 AM before market open).
 
-## Data Sources
+## Evidence request
 
 A morning note is assembled before the open from material this step does not fetch: the plugin has one retrieval entry — the main agent delegating it to the role that owns market data or web and disclosure material — and this note holds no data-service key and issues no query of its own.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-sector-overview/SKILL.md

@@ -11,7 +11,7 @@ description: Comprehensive A-share sector and industry landscape reports — mar
 
 Create comprehensive **A股行业/板块深度报告** covering market dynamics, competitive positioning, regulatory environment, key players, trading multiples, and thematic trends.
 
-## Data Sources
+## Evidence request
 
 A sector report needs a lot of numbers, and none of them is fetched from here. This plugin routes every retrieval through one entry — the main agent delegates it to the role that owns structured data or web and disclosure material — and holds no data-service key inside a report.
 
@@ -29,7 +29,7 @@ Hand the retrieval roles one brief per family of material:
 | 行业协会 | sector-specific volumes and prices |
 | 巨潮资讯 | company filings for competitive analysis |
 | 券商研报 | analyst frameworks and forecast ranges — treat as one house's view, not as consensus |
-| 东方财富行业板块 | industry classification and sector index constituents |
+| 行业分类口径 | industry classification and sector index constituents, as returned by the host |
 
 In a role-split host, delegate with those briefs rather than reaching for a feed from here. What does not come back is written up as a gap in that section; a sector size or growth rate is never rounded off from memory.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-thesis-tracker/SKILL.md

@@ -11,7 +11,7 @@ description: Maintain and update investment theses for A-share portfolio positio
 
 Track and maintain **A股投资逻辑/thesis** for portfolio positions and watchlist names, ensuring thesis validity is continuously monitored.
 
-## Data Sources
+## Evidence request
 
 A thesis review is only as good as what came back since the last one, and this step fetches none of it: the plugin has one retrieval entry — the main agent delegating to the role that owns structured data or disclosure and web material — and it holds no data-service key here.
 

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-variance-commentary/SKILL.md

@@ -11,7 +11,7 @@ description: Write variance commentary for A-share financial results. Adapts the
 
 Write professional **A股业绩点评** — structured variance commentary on Chinese company financial results.
 
-## Data Sources
+## Evidence request
 
 Commentary explains numbers; it does not obtain them. This plugin retrieves through exactly one entry — the main agent delegating to the role that owns structured data or disclosure material — and no data-service key is held or requested here.
 

package/selected-skills/financeskills/UPSTREAM.md

@@ -200,3 +200,13 @@
   这 8 颗算出的 WACC、估值区间、偿债结论、减值覆盖、准备金与资本比率都是方法推演的产物，
   既不是订单，也不是授信意见、审计意见或法律意见——`forensic-accounting` 那颗给出的"疑似"清单尤其
   不构成舞弊认定。本文件与本仓的收录判断不构成对上游观点的背书。
+
+## 2026-10 收敛：仓内只保留 catalog 正文
+
+本仓不再保存上游全量快照。除 catalog 命中的 8 颗正文、LICENSE 与本文件之外，以下内容按 2026-10 政策**从仓里删除**（不是仅从包里排除）；重新按上面所钉 commit 覆盖快照时按本节过滤。
+
+- **非 catalog skill（40 颗）**：`ai-anomaly-detection`、`aro-computation`、`audit-checklist`、`automated-reconciliation`、`budget-forecast`、`close-management`、`corporate-consolidation`、`crypto-accounting`、`cvp-breakeven`、`debt-payoff`、`debt-restructuring`、`deferred-tax`、`earned-value-mgmt`、`esg-reporting`、`financial-analysis`、`fixed-asset-accounting`、`intercompany-accounting`、`inventory-costing`、`investment-analysis`、`journal-entry`、`lbo-modeling`、`lease-accounting`、`net-worth-tracker`、`nlp-earnings-sentiment`、`oil-gas-valuation`、`personal-budgeting`、`predictive-burn-rate`、`product-profitability`、`retirement-planning`、`revenue-recognition`、`risk-assessment`、`sox-compliance`、`startup-valuation`、`statement-preparation`、`tax-efficient-investing`、`tax-planning`、`treasury-management`、`variance-analysis`、`venture-debt`、`working-capital-analysis`。
+- **上游仓库材料**：`.npmignore`。
+- **catalog 目录内的附属材料**：`evals/` 17 个文件。
+- **纯公式脚本（8 份）**：移到 `selected-skills/reference-algorithms/financeskills/`，git-only、不随包、不执行。
+- 许可与署名不受影响：`LICENSE` 原件、所钉 commit 与作者信息仍在上面各节；公开许可只要求保留版权与许可声明。

package/selected-skills/financeskills/skills/banking-compliance/SKILL.md

@@ -7,6 +7,13 @@ metadata:
 
 # Banking Regulatory Compliance (Basel III)
 
+## 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）、披露文件（公告、年报或招股书，带回出处与文档日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 You are a Bank Risk & Compliance Officer. Your goal is to ensure the bank maintains sufficient capital and liquidity buffers to survive economic shocks.
 
 ## Initial Assessment
@@ -65,8 +72,8 @@ You are a Bank Risk & Compliance Officer. Your goal is to ensure the bank mainta
 
 ---
 
-## Scripts
-- [calculate.py](./scripts/calculate.py): Deterministic functions for this skill's core computations, kept as reviewable material. This plugin's research role has no shell and the scripts are not part of the installed package, so nothing here runs them: work the ratios from [Basel III Standards](./references/basel-iii-framework.md) and the weight bands in [RWA Classification](./references/risk-weights.md), show each calculation in the answer, and hand anything that needs real compute to the delegated `data_junior`.
+## Computation
+Work the ratios from [Basel III Standards](./references/basel-iii-framework.md) and the weight bands in [RWA Classification](./references/risk-weights.md); show each calculation in the answer, and hand anything that needs real compute to the delegated `data_junior`.
 
 ---
 

package/selected-skills/financeskills/skills/company-valuation/SKILL.md

@@ -7,6 +7,13 @@ metadata:
 
 # Company 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）、同业可比数据（口径与期间一致）、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`。
+
+
 You are a Valuation Analyst. Your goal is to triangulate enterprise and equity value using DCF, trading comparables, and precedent transactions — and to be explicit about which assumptions drive the answer.
 
 ## Initial Assessment
@@ -63,8 +70,8 @@ Football-field chart of ranges; weight by input quality, not preference. DCF-vs-
 
 ---
 
-## Scripts
-- [calculate.py](./scripts/calculate.py): Deterministic functions for this skill's core computations, kept as reviewable material. This plugin's research role has no shell and the scripts are not part of the installed package, so nothing here runs them: work the arithmetic from the formulas above and from [Terminal Value & Bridge Guide](./references/terminal-value-guide.md), write the calculation out in the answer, and hand anything that needs real compute to the delegated `data_junior`.
+## Computation
+Work the arithmetic from the formulas above and from [Terminal Value & Bridge Guide](./references/terminal-value-guide.md); write the calculation out in the answer, and hand anything that needs real compute to the delegated `data_junior`.
 
 ---
 

package/selected-skills/financeskills/skills/credit-analysis/SKILL.md

@@ -7,6 +7,13 @@ metadata:
 
 # Credit Analysis
 
+## 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）、披露文件（公告、年报或招股书，带回出处与文档日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 You are a Credit Analyst. Your goal is to answer one question with evidence: will this borrower service and repay its obligations through the cycle — and what protects the lender if not?
 
 ## Initial Assessment
@@ -67,8 +74,8 @@ Collateral valuation with haircuts (real estate 20–30%, inventory 50%+, receiv
 
 ---
 
-## Scripts
-- [calculate.py](./scripts/calculate.py): Deterministic functions for this skill's core computations, kept as reviewable material. This plugin's research role has no shell and the scripts are not part of the installed package, so nothing here runs them: work the ratio definitions as written above and in [Covenant Design Guide](./references/covenant-guide.md), show each calculation in the answer, and hand anything that needs real compute to the delegated `data_junior`.
+## Computation
+Work the ratio definitions as written above and in [Covenant Design Guide](./references/covenant-guide.md); show each calculation in the answer, and hand anything that needs real compute to the delegated `data_junior`.
 
 ---
 

package/selected-skills/financeskills/skills/ecl-computation/SKILL.md

@@ -7,6 +7,13 @@ metadata:
 
 # ECL Computation (IFRS 9)
 
+## 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）、披露文件（公告、年报或招股书，带回出处与文档日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 You are a Credit Risk Accountant. Your goal is to provide a forward-looking estimate of credit losses for financial assets, accounting for historical data, current conditions, and reasonable forecasts.
 
 ## Initial Assessment
@@ -68,8 +75,8 @@ You are a Credit Risk Accountant. Your goal is to provide a forward-looking esti
 
 ---
 
-## Scripts
-- [calculate.py](./scripts/calculate.py): 12-month/lifetime ECL, provision matrix, and scenario weighting functions, kept as reviewable material. This plugin's research role has no shell and the scripts are not part of the installed package, so nothing here runs them: work the parameters from [PD/LGD/EAD Modeling](./references/risk-modeling.md) and the stage definitions in [IFRS 9 Impairment](./references/ifrs9-standard.md), show each calculation in the answer, and hand anything that needs real compute to the delegated `data_junior`.
+## Computation
+Work the parameters from [PD/LGD/EAD Modeling](./references/risk-modeling.md) and the stage definitions in [IFRS 9 Impairment](./references/ifrs9-standard.md); show each calculation in the answer, and hand anything that needs real compute to the delegated `data_junior`.
 
 ---
 

package/selected-skills/financeskills/skills/forensic-accounting/SKILL.md

@@ -7,6 +7,13 @@ metadata:
 
 # Forensic Accounting
 
+## 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）、披露文件（公告、年报或招股书，带回出处与文档日期）、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 Forensic Accountant and Certified Fraud Examiner (CFE). Your goal is to follow the money, identify illegal activities, and prepare evidence for legal proceedings.
 
 ## Initial Assessment
@@ -74,8 +81,8 @@ Forensic evidence must be provided as static files (CSV exports, PDF statements)
 
 ---
 
-## Scripts
-- [calculate.py](./scripts/calculate.py): Deterministic functions for this skill's core computations, kept as reviewable material. This plugin's research role has no shell and the scripts are not part of the installed package, so nothing here runs them: work the expected digit frequencies and thresholds from [Benford's Law Guide](./references/benfords-law.md), show the test and its sample size in the answer, and hand anything that needs real compute to the delegated `data_junior`.
+## Computation
+Work the expected digit frequencies and thresholds from [Benford's Law Guide](./references/benfords-law.md); show the test and its sample size in the answer, and hand anything that needs real compute to the delegated `data_junior`.
 
 ---
 

package/selected-skills/financeskills/skills/insurance-reserving/SKILL.md

@@ -7,6 +7,13 @@ metadata:
 
 # Insurance Loss Reserving
 
+## 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）、披露文件（公告、年报或招股书，带回出处与文档日期）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 You are an Insurance Actuarial Analyst. Your goal is to ensure the insurer has set aside enough capital to cover future claims arising from past events.
 
 ## Initial Assessment
@@ -65,8 +72,8 @@ You are an Insurance Actuarial Analyst. Your goal is to ensure the insurer has s
 
 ---
 
-## Scripts
-- [calculate.py](./scripts/calculate.py): Deterministic functions for this skill's core computations, kept as reviewable material. This plugin's research role has no shell and the scripts are not part of the installed package, so nothing here runs them: work the factor selections from [Chain Ladder Basics](./references/actuarial-methods.md) and the ratio definitions in [Combined Ratio Guide](./references/insurance-metrics.md), show each step in the answer, and hand anything that needs real compute to the delegated `data_junior`.
+## Computation
+Work the factor selections from [Chain Ladder Basics](./references/actuarial-methods.md) and the ratio definitions in [Combined Ratio Guide](./references/insurance-metrics.md); show each step in the answer, and hand anything that needs real compute to the delegated `data_junior`.
 
 ---
 

package/selected-skills/financeskills/skills/three-statement-modeling/SKILL.md

@@ -7,6 +7,13 @@ metadata:
 
 # Three-Statement Modeling
 
+## 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）。
+
+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 Financial Modeler. Your goal is to build (or debug) an integrated model where the three statements link correctly, the balance sheet balances by construction, and every output traces to a labeled driver.
 
 ## Initial Assessment
@@ -67,8 +74,8 @@ You are a Financial Modeler. Your goal is to build (or debug) an integrated mode
 
 ---
 
-## Scripts
-- [calculate.py](./scripts/calculate.py): Deterministic functions for this skill's core computations, kept as reviewable material. This plugin's research role has no shell and the scripts are not part of the installed package, so nothing here runs them: build the linkage line by line from the checks in [Model Integrity Checklist](./references/model-checks.md), show the arithmetic in the answer, and hand anything that needs real compute to the delegated `data_junior`.
+## Computation
+Build the linkage line by line from the checks in [Model Integrity Checklist](./references/model-checks.md), show the arithmetic in the answer, and hand anything that needs real compute to the delegated `data_junior`.
 
 ---
 

package/selected-skills/financeskills/skills/wacc-computation/SKILL.md

@@ -7,6 +7,13 @@ metadata:
 
 # WACC Computation
 
+## 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）、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`。
+
+
 You are a Corporate Finance Manager. Your goal is to determine the minimum return a company must earn on its existing asset base to satisfy its creditors, owners, and other providers of capital.
 
 ## Initial Assessment
@@ -77,8 +84,8 @@ You are a Corporate Finance Manager. Your goal is to determine the minimum retur
 
 ---
 
-## Scripts
-- [calculate.py](./scripts/calculate.py): CAPM, beta unlevering/relevering, and WACC functions, kept as reviewable material. This plugin's research role has no shell and the scripts are not part of the installed package, so nothing here runs them: work the arithmetic from [CAPM Guide](./references/capm-basics.md) and [Beta Unlevering](./references/beta-math.md), write each step out in the answer, and hand anything that needs real compute to the delegated `data_junior`.
+## Computation
+Work the arithmetic from [CAPM Guide](./references/capm-basics.md) and [Beta Unlevering](./references/beta-math.md); write each step out in the answer, and hand anything that needs real compute to the delegated `data_junior`.
 
 ---
 

package/selected-skills/investment-skills/UPSTREAM.md

@@ -12,3 +12,12 @@
 - Maintenance snapshot (checked 2026-10-08): latest commit 2026-07-22; no later commits observed through the review date (78 days). See [GitHub commit history](https://github.com/finterm-ai/investment-skills/commits/main/).
 - Runtime status: `experimental` / explicit experiment. The skill remains disabled until explicitly selected in Capital settings and is registered only in a Capital root Agent's own scope. Its capability tags and warning are maintained in `selected-skills/catalog.js`.
 - Review status: imported for user-directed evaluation; not endorsed by Warren Buffett, Berkshire Hathaway, or Capital Generation. Its US-centric framework must not be treated as A-share rules. Validate all financial claims against primary evidence.
+
+## 2026-10 收敛：仓内只保留 catalog 正文
+
+本仓不再保存上游全量快照。除 catalog 命中的 1 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。
+
+- **上游仓库材料**：`.github`、`.npmignore`、`.tbd`、`Makefile`、`README.md`、`docs`、`images`、`viz`。
+- **catalog 目录内的附属材料**：`agents/` 1 个文件。
+- **上游脚本与取数服务端（1 个文件）**：删除，连 git 都不留（执行面）。
+- 许可与署名不受影响：`LICENSE` 原件、所钉 commit 与作者信息仍在上面各节；公开许可只要求保留版权与许可声明。

package/selected-skills/investment-skills/skills/buffett-investment-framework/SKILL.md

@@ -5,6 +5,13 @@ license: MIT
 ---
 # Buffett Investment Framework
 
+## Evidence request
+
+通过宿主数据契约请求：财务报表（三表与附注，注明期间与 as-of）、行情序列（复权口径与 as-of）。
+
+缺哪个字段就点名并停止该字段下的分析；用户粘贴的材料标 `pasted by user`。
+
+
 Turn supplied evidence into an auditable business and investment analysis.
 Do not imitate Buffett’s voice, infer his endorsement, or turn analytical consequences
 into investment actions.