@v587d/capital-generation 2.10.2 → 2.11.1

package/selected-skills/trading-skills/skills/portfolio-concentration/SKILL.md

@@ -5,6 +5,13 @@ description: Evaluate whether a portfolio, account, or planned position is too d
 
 # Portfolio Concentration
 
+## Evidence request
+
+通过宿主数据契约请求：持仓与成本（使用者提供）。
+
+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`。
+
+
 Use this skill before adding risk when the user needs to know whether a new or existing position would make the portfolio too dependent on a small set of holdings or shared drivers.
 
 This skill will not:

package/selected-skills/trading-skills/skills/position-management/SKILL.md

@@ -5,6 +5,13 @@ description: Review an open position and decide whether to hold, trim, tighten r
 
 # Position Management
 
+## Evidence request
+
+通过宿主数据契约请求：持仓与成本（使用者提供）、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`。
+
+
 Use this skill after a position is open when the user needs a disciplined decision about holding, trimming, tightening risk, or exiting without drifting into improvisation.
 
 This skill will not:

package/selected-skills/trading-skills/skills/position-sizing/SKILL.md

@@ -5,6 +5,13 @@ description: Use when the user needs a conservative position size from account e
 
 # Position Sizing
 
+## 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）、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`。
+
+
 Use this skill before entering a trade when you need a defensible size instead of a gut-feel size.
 
 This skill will not:

package/selected-skills/trading-skills/skills/post-trade-review/SKILL.md

@@ -5,6 +5,13 @@ description: Guide a disciplined post-trade review across thesis quality, setup
 
 # Post Trade Review
 
+## 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`。
+
+
 Use this skill after a trade closes or after a meaningful trade sequence when you want an honest process review.
 
 The objective is to improve repeatability, not to rewrite history.

package/selected-skills/trading-skills/skills/risk-reward-sanity-check/SKILL.md

@@ -5,6 +5,13 @@ description: Use when the user wants to test whether a proposed entry, stop, and
 
 # Risk Reward Sanity Check
 
+## Evidence request
+
+通过宿主数据契约请求：行情序列（复权口径与 as-of）、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`。
+
+
 Use this skill when a trade idea exists but you want to inspect whether the structure makes sense before committing capital.
 
 This skill does not predict whether the trade will work. It checks whether the plan is internally coherent.

package/selected-skills/trading-skills/skills/thesis-validation/SKILL.md

@@ -5,6 +5,13 @@ description: Pressure-test a trade or investment thesis by clarifying the core c
 
 # Thesis Validation
 
+## 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）、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`。
+
+
 Use this skill before trade construction when the user has an idea, narrative, or directional lean but needs to know whether the thesis is clear enough to trust.
 
 This skill will not:

package/selected-skills/trading-skills/skills/watchlist-review/SKILL.md

@@ -5,6 +5,13 @@ description: Review a watchlist and rank which names deserve active attention, b
 
 # Watchlist 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`。
+
+
 Use this skill when the user already has a list of names, sectors, or themes and needs to narrow it into a smaller set of names worth preparing for, not just collecting.
 
 This skill will not:

package/watchlist/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@v587d/watchlist",
-  "version": "2.10.2",
+  "version": "2.11.1",
   "description": "自动模式的用户自选股（宿主级清单 + Fuyao 报价快照 + /capital-watchlist 路由 + 输入框菜单弹窗）：由 @v587d/capital-generation 随包携带并作为 host 平面行挂载。",
   "license": "MIT",
   "type": "module",

package/selected-skills/InvestSkill/install.sh

@@ -1,212 +0,0 @@
-#!/usr/bin/env bash
-#
-# InvestSkill installer — wires the InvestSkill analysis frameworks into your AI coding agent.
-#
-#   curl -fsSL https://raw.githubusercontent.com/yennanliu/InvestSkill/main/install.sh | bash -s -- -a claude
-#
-# There is no runtime and nothing is compiled: the script copies markdown prompts
-# into your project and adds a small pointer block to your agent's config file.
-#
-set -euo pipefail
-
-REPO="yennanliu/InvestSkill"
-REF="main"
-AGENT="claude"
-DIR="$PWD"
-GLOBAL=0
-
-MARK_BEGIN="<!-- InvestSkill:begin -->"
-MARK_END="<!-- InvestSkill:end -->"
-
-AGENTS="claude cursor copilot gemini codex opencode any"
-
-# ── output helpers ───────────────────────────────────────────────────────────
-if [ -t 1 ]; then
-  B=$'\033[1m'; DIM=$'\033[2m'; GRN=$'\033[32m'; RED=$'\033[31m'; RST=$'\033[0m'
-else
-  B=''; DIM=''; GRN=''; RED=''; RST=''
-fi
-say()  { printf '%s\n' "$*"; }
-ok()   { printf '%s✓%s %s\n' "$GRN" "$RST" "$*"; }
-info() { printf '%s·%s %s\n' "$DIM" "$RST" "$*"; }
-die()  { printf '%s✗%s %s\n' "$RED" "$RST" "$*" >&2; exit 1; }
-
-usage() {
-  cat <<EOF
-${B}InvestSkill installer${RST}
-
-  curl -fsSL https://raw.githubusercontent.com/$REPO/main/install.sh | bash -s -- -a AGENT
-
-${B}Options${RST}
-  -a AGENT   Target agent: $AGENTS  (default: claude)
-  -d DIR     Install into DIR (default: current directory)
-  -g         Install for the user, not one project (\$HOME instead of DIR)
-  -r REF     Branch or tag to install from (default: main)
-  -l         List supported agents and where each one is wired
-  -h         Show this help
-
-${B}What it installs${RST}
-  .investskill/prompts/*.md   every framework (and alias), as plain markdown
-  plus one agent-native entry point (a skill, a rule, or an instructions block)
-EOF
-}
-
-list_agents() {
-  cat <<EOF
-${B}Agent            Installs to${RST}
-claude           .claude/skills/<skill>/SKILL.md   (slash commands)
-cursor           .cursor/rules/investskill.mdc
-copilot          .github/copilot-instructions.md
-gemini           GEMINI.md
-codex            AGENTS.md
-opencode         AGENTS.md
-any              .investskill/prompts/ only (paste into any LLM)
-EOF
-}
-
-while getopts ":a:d:r:glh" opt; do
-  case "$opt" in
-    a) AGENT="$OPTARG" ;;
-    d) DIR="$OPTARG" ;;
-    r) REF="$OPTARG" ;;
-    g) GLOBAL=1 ;;
-    l) list_agents; exit 0 ;;
-    h) usage; exit 0 ;;
-    :) die "Option -$OPTARG needs a value. Try -h." ;;
-    \?) die "Unknown option -$OPTARG. Try -h." ;;
-  esac
-done
-
-AGENT=$(printf '%s' "$AGENT" | tr '[:upper:]' '[:lower:]')
-case " $AGENTS " in
-  *" $AGENT "*) ;;
-  *) die "Unsupported agent '$AGENT'. Supported: $AGENTS" ;;
-esac
-
-[ "$GLOBAL" -eq 1 ] && DIR="$HOME"
-command -v curl >/dev/null 2>&1 || die "curl is required."
-command -v tar  >/dev/null 2>&1 || die "tar is required."
-mkdir -p "$DIR" || die "Cannot write to $DIR"
-
-# ── fetch ────────────────────────────────────────────────────────────────────
-TMP=$(mktemp -d)
-trap 'rm -rf "$TMP"' EXIT
-
-say ""
-say "${B}InvestSkill${RST} → $AGENT ${DIM}($DIR)${RST}"
-info "Downloading ${REPO}@${REF} …"
-curl -fsSL "https://codeload.github.com/$REPO/tar.gz/$REF" \
-  | tar -xzf - -C "$TMP" --strip-components=1 \
-  || die "Download failed. Check the network, or the -r ref '$REF'."
-[ -d "$TMP/prompts" ] || die "Archive has no prompts/ directory — wrong ref?"
-
-# ── always: the frameworks themselves ────────────────────────────────────────
-PROMPTS_REL=".investskill/prompts"
-mkdir -p "$DIR/$PROMPTS_REL"
-cp "$TMP/prompts/"*.md "$DIR/$PROMPTS_REL/"
-# report-generator is an output tool and fundamental-analysis / dcf-valuation /
-# research-bundle are alias stubs that redirect to the skill that absorbed them
-# — all are installed, none is counted as an analysis framework. Keep this list
-# in sync with ALIAS_SKILLS in scripts/lib/skill-registry.js (tests check it).
-COUNT=0
-ALIASES=0
-for f in "$DIR/$PROMPTS_REL"/*.md; do
-  # Bash leaves an unmatched glob literal — skip it rather than counting it.
-  [ -e "$f" ] || continue
-  case "$(basename "$f" .md)" in
-    report-generator) ;;
-    fundamental-analysis|dcf-valuation|research-bundle) ALIASES=$((ALIASES + 1)) ;;
-    *) COUNT=$((COUNT + 1)) ;;
-  esac
-done
-ok "$COUNT analysis frameworks (+ $ALIASES aliases + report-generator) → $PROMPTS_REL/"
-
-skill_names() { ls -1 "$TMP/prompts" | sed 's/\.md$//' | sort; }
-
-# A compact, agent-native pointer block. Kept short on purpose: the detail
-# lives in the prompt files, which the agent reads on demand.
-pointer_block() {
-  say "$MARK_BEGIN"
-  say "## InvestSkill — investment analysis frameworks"
-  say ""
-  say "This project includes $COUNT structured US-stock analysis frameworks in \`$PROMPTS_REL/\`."
-  say "When the user asks for investment analysis, read the matching framework file and"
-  say "follow it exactly — its output contract, tables, and Investment Signal Block."
-  say ""
-  say "Available frameworks:"
-  skill_names | sed 's|^|- `'"$PROMPTS_REL"'/|; s|$|.md`|'
-  say ""
-  say "Example: *\"Evaluate AAPL\"* → read \`$PROMPTS_REL/stock-eval.md\` and apply it to AAPL."
-  say "Educational frameworks only — not financial advice."
-  say "$MARK_END"
-}
-
-# Append the block once; re-running replaces nothing and duplicates nothing.
-wire_into() {
-  target="$DIR/$1"
-  mkdir -p "$(dirname "$target")"
-  if [ -f "$target" ] && grep -qF "$MARK_BEGIN" "$target"; then
-    info "$1 already wired — left untouched"
-    return
-  fi
-  if [ -f "$target" ]; then
-    { printf '\n'; pointer_block; } >>"$target"
-    ok "Appended InvestSkill block → $1"
-  else
-    pointer_block >"$target"
-    ok "Created $1"
-  fi
-}
-
-# ── per-agent wiring ─────────────────────────────────────────────────────────
-case "$AGENT" in
-  claude)
-    src="$TMP/plugins/us-stock-analysis/skills"
-    [ -d "$src" ] || die "Archive has no skills/ directory — wrong ref?"
-    mkdir -p "$DIR/.claude/skills"
-    cp -R "$src/." "$DIR/.claude/skills/"
-    ok "$(ls -1 "$src" | wc -l | tr -d ' ') skills → .claude/skills/"
-    say ""
-    say "Next: run ${B}claude${RST} → ${B}\"Evaluate AAPL with the stock-eval skill\"${RST}"
-    info "Prefer the marketplace? /plugin marketplace add $REPO"
-    ;;
-  cursor)
-    mkdir -p "$DIR/.cursor/rules"
-    {
-      say "---"
-      say "description: InvestSkill — US stock analysis frameworks"
-      say "globs: [\"**/*.md\"]"
-      say "alwaysApply: false"
-      say "---"
-      say ""
-      pointer_block
-    } >"$DIR/.cursor/rules/investskill.mdc"
-    ok "Created .cursor/rules/investskill.mdc"
-    say ""
-    say "Next: open the project in Cursor → ${B}@$PROMPTS_REL/stock-eval.md Evaluate Apple${RST}"
-    ;;
-  copilot)
-    wire_into ".github/copilot-instructions.md"
-    say ""
-    say "Next: in Copilot Chat → ${B}#file:$PROMPTS_REL/stock-eval.md Evaluate Apple${RST}"
-    ;;
-  gemini)
-    wire_into "GEMINI.md"
-    say ""
-    say "Next: run ${B}gemini${RST} → ${B}@$PROMPTS_REL/stock-eval.md Evaluate Apple${RST}"
-    ;;
-  codex|opencode)
-    wire_into "AGENTS.md"
-    say ""
-    say "Next: start $AGENT in this directory → ${B}Evaluate AAPL using the stock-eval framework${RST}"
-    ;;
-  any)
-    say ""
-    say "Next: paste a framework into any LLM →"
-    say "  ${B}cat $PROMPTS_REL/stock-eval.md${RST}"
-    ;;
-esac
-
-say ""
-info "Docs: https://yennj12.js.org/InvestSkill/ · Uninstall: rm -rf $PROMPTS_REL"
-say ""