@v587d/capital-generation 2.6.5 → 2.7.0

package/selected-skills/china-stock-research-skills/.github/ISSUE_TEMPLATE/skill_request.md

@@ -0,0 +1,28 @@
+---
+name: Skill or overlay request
+about: Suggest a new reusable skill, overlay, or example
+title: "[Request] "
+labels: enhancement
+assignees: ''
+---
+
+## What problem should this solve
+
+Describe the research problem or workflow gap.
+
+## Proposed skill or overlay
+
+Describe the reusable pattern, not only a single stock case.
+
+## Example use cases
+
+-
+-
+
+## Suggested public sources
+
+List the official or accessible sources that should support it.
+
+## Anything else
+
+Add extra context if useful.

package/selected-skills/china-stock-research-skills/.github/PULL_REQUEST_TEMPLATE.md

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+## What changed
+
+-
+
+## Why it changed
+
+-
+
+## Checklist
+
+- [ ] Kept the workflow generic unless this is intentionally an optional overlay
+- [ ] Preserved `Facts`, `Interpretation`, and `Open Questions` boundaries
+- [ ] Added or updated accessible source links where needed
+- [ ] Verified local discovery with `bunx skills add . --list`
+- [ ] Validated changed skills if `SKILL.md` files were edited

package/selected-skills/china-stock-research-skills/CHANGELOG.md

@@ -0,0 +1,59 @@
+# 更新记录 / Changelog
+
+[中文](#中文) | [English](#english)
+
+## 中文
+
+本文件记录项目的重要变更。
+
+格式参考 Keep a Changelog，但按本仓库实际情况保持简洁。
+
+## [0.1.0] - 2026-03-09
+
+### 新增
+
+- 发布 A 股股票研究 skills pack 的首个开源版本
+- 新增母 skill：`china-stock-research-orchestrator`
+- 新增 6 个核心研究模块，覆盖战略、业务质量、财务健康度、竞争格局、风险监测、估值框架
+- 新增共享 references，用于统一来源选择、引用规则、披露地图、输出结构与分析模式选择
+- 新增可复用 analysis-pattern overlays，覆盖转型、订单驱动、重资产爬坡、周期、消费、医药政策、出口制造等常见场景
+- 将 IDC 保留为可选示例 overlay，而不是默认框架
+- 新增共享模板，用于证据表、公司事实卡、催化剂日历、估值情景表和 IDC 项目台账
+- 新增开源文档：`INSTALL.md`、`SKILLS.md`、`CONTRIBUTING.md`、`ROADMAP.md`
+- 新增 `examples/` 目录中的使用示例
+- 新增 `.github/` 下的协作模板
+
+### 引入的设计原则
+
+- 关键事实必须带可访问来源链接
+- `事实`、`解读`、`待验证问题` 必须严格分层
+- 官方披露优先于评论和媒体摘要
+- 优先复用分析模式，再决定是否加载行业 overlay
+
+## English
+
+This file records notable changes to the project.
+
+The format is loosely based on Keep a Changelog, while staying compact for this repository.
+
+## [0.1.0] - 2026-03-09
+
+### Added
+
+- Initial open-source release of the China stock research skills pack
+- Parent workflow skill: `china-stock-research-orchestrator`
+- Six core research modules for strategy, business quality, financial health, competition, monitoring, and valuation
+- Shared references for source selection, citation rules, disclosure mapping, output structure, and pattern selection
+- Reusable analysis-pattern overlays for transition, project-order, asset-ramp, cyclical, consumer, healthcare-policy, and export-manufacturing cases
+- IDC overlay as an optional example, not the default framework
+- Shared templates for evidence tables, fact sheets, catalyst calendars, valuation scenarios, and IDC project ledgers
+- Open-source docs: `INSTALL.md`, `SKILLS.md`, `CONTRIBUTING.md`, `ROADMAP.md`
+- Usage examples under `examples/`
+- GitHub collaboration templates under `.github/`
+
+### Design Principles Introduced
+
+- Facts must carry accessible source links
+- Facts, Interpretation, and Open Questions stay separate
+- Official disclosures outrank commentary
+- Reusable analysis patterns come before sector-specific overlays

package/selected-skills/china-stock-research-skills/CONTRIBUTING.md

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+# 贡献指南 / Contributing
+
+[中文](#中文) | [English](#english)
+
+## 中文
+
+感谢你考虑为这个仓库贡献内容。
+
+### 欢迎的贡献类型
+
+- 提升现有 skills 的清晰度和边界感
+- 增加新的、可复用的 A 股研究 overlays
+- 改进来源与引用规范
+- 增加能帮助新用户上手的 examples
+- 修复会模糊 `事实`、`解读`、`待验证问题` 边界的措辞
+
+### 提交 PR 前请注意
+
+- 保持主流程是“通用 A 股研究框架”
+- 优先沉淀可复用模式，不要把流程写死到单一公司或单一行业
+- 只要新增来源指引，就补充可访问链接
+- `SKILL.md` 保持简洁，把细节尽量下沉到 `references/`
+- 默认输出语言应为简体中文，除非用户明确要求其他语言
+
+### Skill 结构要求
+
+每个 skill 至少应包含：
+
+- 合法 frontmatter，其中必须有 `name` 和 `description`
+- 清晰的 `When to Use`
+- 清晰的 `Workflow`
+- 清晰的 `Required Output`
+- 清晰的 `Boundaries`
+
+### 引用要求
+
+- 每条关键事实都应指向可访问来源链接
+- 官方披露优先于媒体或评论
+- 不要把没有证据支撑的推断写进 `事实`
+
+### 本地检查
+
+在仓库根目录执行：
+
+```bash
+bunx skills add . --list
+python3 ~/.config/opencode/skills/skill-creator/scripts/quick_validate.py skills/<skill-name>
+```
+
+### 范围建议
+
+优先：
+
+- 小步、可组合的改进
+- 一次新增一个 overlay
+- 围绕可复用模式设计 examples
+
+避免：
+
+- 把仓库改造成交易系统
+- 依赖私有数据库或付费终端
+- 在主流程里硬编码某只股票或某个行业
+
+## English
+
+Thanks for considering a contribution.
+
+### Good Contribution Types
+
+- Improve clarity and boundaries of existing skills
+- Add reusable overlays for common A-share research patterns
+- Improve source and citation standards
+- Add examples that help first-time users
+- Fix wording that blurs the boundaries between `Facts`, `Interpretation`, and `Open Questions`
+
+### Before Opening a PR
+
+- Keep the core workflow generic for A-share stock research
+- Prefer reusable patterns over one-company or one-industry hardcoding
+- Add accessible source links when introducing new source guidance
+- Keep `SKILL.md` files concise and push detail into `references/`
+- Default output language should remain Simplified Chinese unless the user explicitly requests another language
+
+### Skill Structure Expectations
+
+Every skill should include:
+
+- valid frontmatter with `name` and `description`
+- clear `When to Use`
+- clear `Workflow`
+- clear `Required Output`
+- clear `Boundaries`
+
+### Citation Expectations
+
+- Every key fact should point to an accessible source link
+- Official disclosures should outrank commentary or media
+- Do not merge unsupported inference into `Facts`
+
+### Local Checks
+
+From the repository root:
+
+```bash
+bunx skills add . --list
+python3 ~/.config/opencode/skills/skill-creator/scripts/quick_validate.py skills/<skill-name>
+```
+
+### Scope Guidance
+
+Prefer:
+
+- small, composable improvements
+- one new overlay at a time
+- examples based on reusable patterns
+
+Avoid:
+
+- turning the pack into a trading system
+- depending on private databases or paid terminals
+- hardcoding one stock or one sector into the main workflow

package/selected-skills/china-stock-research-skills/GITHUB_PUBLISHING.md

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+# GitHub 发布指南 / GitHub Publishing Guide
+
+[中文](#中文) | [English](#english)
+
+## 中文
+
+这份文件用于帮助你在将仓库公开到 GitHub 前，做最后一轮发布收尾。
+
+### 建议仓库名
+
+- `china-stock-research-skills`
+
+简短、直观、易记。
+
+### 建议的 GitHub Description
+
+- `面向中国股票、尤其是 A股 / A-share 研究的开源 agent skills，强调工作流编排、证据优先分析与可复用 overlays。`
+
+如果你更希望 description 用英文，也可以使用：
+
+- `Open-source agent skills for China stock and A-share research, with orchestrated workflows, citation-first analysis, and reusable sector overlays.`
+
+### 建议 Topics
+
+- `a-share`
+- `ashare`
+- `china-stock`
+- `china-a-share`
+- `stock-research`
+- `equity-research`
+- `agent-skills`
+- `claude-code`
+- `opencode`
+- `codex`
+- `investment-research`
+- `financial-analysis`
+- `company-research`
+
+### 建议 Homepage
+
+- 初期可以留空，或者直接指向仓库自身
+- 只有在你后续建立独立文档页或项目主页时，再补 homepage
+
+### 建议 Social Preview 文案
+
+- `面向中国股票、尤其是 A股结构化研究的开源 skills pack。强调证据优先、模块化设计与 agent 工作流。`
+
+### 首个版本 Tag
+
+- `v0.1.0`
+
+这个版本已经具备较完整的首发条件，因为它包含：
+
+- 1 个 orchestrator skill
+- 6 个核心研究模块
+- 共享来源与引用标准
+- 面向常见 A 股研究问题的可复用 overlays
+- 安装、使用、贡献、示例等基础文档
+
+### 首个 Release 标题
+
+- `v0.1.0 - 首个开源版本`
+
+### 首个 Release Notes
+
+```md
+## 亮点
+
+- 新增 `china-stock-research-orchestrator`，用于把一只股票路由到合适的研究流程
+- 提供 6 个核心 A 股研究模块，覆盖战略、业务质量、财务健康度、竞争格局、风险监测、估值框架
+- 新增证据优先的共享标准，要求关键事实附可访问来源链接
+- 新增可复用 overlays，覆盖业务转型、订单驱动、重资产爬坡、周期、消费品牌、医药政策、出口制造等常见场景
+- 将 IDC 保留为可选示例 overlay，而不是默认假设
+
+## 本版本包含
+
+- `china-stock-research-orchestrator`
+- `strategy-business-transition`
+- `business-decomposition-order-quality`
+- `financial-health`
+- `industry-competition-moat`
+- `risk-warning-catalysts`
+- `valuation-investment-strategy`
+
+## 文档
+
+- `README.md`
+- `INSTALL.md`
+- `SKILLS.md`
+- `CONTRIBUTING.md`
+- `ROADMAP.md`
+- `examples/`
+
+## 说明
+
+- 本项目面向基于公开信息的中国股票研究工作流，尤其适合 A股 / A-share 场景
+- 它不是实时行情工具，也不是投资建议系统
+```
+
+### 建议的发布前检查清单
+
+#### 发布前
+
+- 确认 `README.md` 从头到尾读起来顺畅
+- 确认 `LICENSE` 已存在
+- 确认 `bunx skills add . --list` 能发现全部 skills
+- 确认 examples 中的 skill 名称与仓库当前一致
+- 确认公开文档中没有残留本地私有路径
+
+#### 发布后
+
+- 在 GitHub 设置中补 description 和 topics
+- 创建 tag `v0.1.0`
+- 将上面的 release notes 粘贴到 GitHub Release 页面
+- 在新目录中测试远程安装：`bunx skills add spikeHongg/china-stock-research-skills --list`
+- 如有需要，可先自建一个 roadmap issue 方便外部用户了解后续计划
+
+### 建议首批 Pin 的 Issues
+
+- `Roadmap: next overlays and example outputs`
+- `Request for feedback: install flow and first-use prompts`
+
+### 之后可以再补的内容
+
+- `CODE_OF_CONDUCT.md`
+- `SECURITY.md`
+- 更完整的双语文档
+- 示例输出截图或快照
+
+### 配套文件
+
+- `RELEASE_ASSETS.md`：可直接复制到 GitHub 的 about、release、issues 文案
+- `PUBLISH_CHECKLIST.md`：实际发布时可以逐步执行的 checklist
+
+## English
+
+Use this file as the final polish checklist before making the repository public on GitHub.
+
+### Recommended Repository Name
+
+- `china-stock-research-skills`
+
+Short, descriptive, and easy to remember.
+
+### Recommended GitHub Description
+
+- `Open-source agent skills for China stock and A-share research, with orchestrated workflows, citation-first analysis, and reusable sector overlays.`
+
+### Recommended Topics
+
+- `a-share`
+- `ashare`
+- `china-stock`
+- `china-a-share`
+- `stock-research`
+- `equity-research`
+- `agent-skills`
+- `claude-code`
+- `opencode`
+- `codex`
+- `investment-research`
+- `financial-analysis`
+- `company-research`
+
+### Suggested Homepage
+
+- Leave blank at first, or point it to the GitHub repository itself
+- Add a homepage later only if you create dedicated docs or a project page
+
+### Suggested Social Preview Copy
+
+- `Open-source skills pack for structured China stock and A-share research. Citation-first, modular, and built for agent workflows.`
+
+### First Release Tag
+
+- `v0.1.0`
+
+This version is a strong first public release because it already includes:
+
+- 1 orchestrator skill
+- 6 core research modules
+- shared source and citation standards
+- reusable overlays for common A-share analysis patterns
+- install docs, examples, and contribution docs
+
+### First Release Title
+
+- `v0.1.0 - Initial open-source release`
+
+### First Release Notes
+
+```md
+## Highlights
+
+- Add `china-stock-research-orchestrator` to route a stock into the right research workflow
+- Ship 6 core A-share research modules covering strategy, business quality, financial health, competition, monitoring, and valuation
+- Add citation-first shared standards with accessible source-link requirements
+- Add reusable overlays for business-model transition, project-order businesses, asset-heavy ramps, cyclicals, consumer brands, healthcare-policy cases, and export manufacturing
+- Keep IDC as an optional example overlay instead of a default assumption
+
+## Included In This Release
+
+- `china-stock-research-orchestrator`
+- `strategy-business-transition`
+- `business-decomposition-order-quality`
+- `financial-health`
+- `industry-competition-moat`
+- `risk-warning-catalysts`
+- `valuation-investment-strategy`
+
+## Documentation
+
+- `README.md`
+- `INSTALL.md`
+- `SKILLS.md`
+- `CONTRIBUTING.md`
+- `ROADMAP.md`
+- `examples/`
+
+## Notes
+
+- This project is designed for public-information China stock research workflows, especially A-share use cases
+- It is not a real-time market data tool and not investment advice
+```
+
+### Suggested Launch Checklist
+
+#### Before Publishing
+
+- Confirm `README.md` reads well from top to bottom
+- Confirm `LICENSE` is present
+- Confirm `bunx skills add . --list` shows all expected skills
+- Confirm examples still match the current skill names
+- Confirm no local-only paths remain in public docs
+
+#### After Publishing
+
+- Add repository description and topics in GitHub settings
+- Create tag `v0.1.0`
+- Paste the release notes above into the GitHub release page
+- Test remote install from a fresh clone using `bunx skills add spikeHongg/china-stock-research-skills --list`
+- Open one self-filed issue for roadmap visibility, if desired
+
+### Suggested First Pinned Issues
+
+- `Roadmap: next overlays and example outputs`
+- `Request for feedback: install flow and first-use prompts`
+
+### Optional Nice-to-Haves Later
+
+- `CODE_OF_CONDUCT.md`
+- `SECURITY.md`
+- more complete bilingual docs
+- sample output snapshots
+
+### Companion Files
+
+- `RELEASE_ASSETS.md`: copy-ready text for GitHub about, release notes, and pinned issues
+- `PUBLISH_CHECKLIST.md`: a step-by-step checklist for the actual launch

package/selected-skills/china-stock-research-skills/INSTALL.md

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+# 安装 / Install
+
+[中文](#中文) | [English](#english)
+
+## 中文
+
+本仓库基于 open skills CLI 使用，面向中国股票、尤其是 A股 / A-share 研究场景，推荐使用 `bunx skills add` 进行安装与检查。
+
+### 前置条件
+
+- 已安装 `bun`
+- 已安装支持 skills 的 agent 环境
+
+### 从 GitHub 安装
+
+可直接复制的远程安装命令：
+
+```bash
+bunx skills add spikeHongg/china-stock-research-skills
+```
+
+如果想先看有哪些 skills：
+
+```bash
+bunx skills add spikeHongg/china-stock-research-skills --list
+```
+
+### 从本地克隆目录安装
+
+在仓库根目录执行：
+
+```bash
+bunx skills add . --list
+```
+
+确认可发现后，再安装：
+
+```bash
+bunx skills add .
+```
+
+### 如何验证安装成功
+
+安装后，应当能看到以下 7 个 skills：
+
+- `china-stock-research-orchestrator`
+- `strategy-business-transition`
+- `business-decomposition-order-quality`
+- `financial-health`
+- `industry-competition-moat`
+- `risk-warning-catalysts`
+- `valuation-investment-strategy`
+
+### 第一次使用
+
+建议从总控母 skill 开始：
+
+```text
+使用 china-stock-research-orchestrator skill 分析这家中国上市公司，尤其按 A股 / A-share 研究语境识别主要分析模式，选择需要调用的模块，并返回一份带可访问来源链接的研究框架。所有中间与最终输出默认使用中文。
+```
+
+### 常见问题
+
+#### 找不到 skills
+
+- 确认本地安装时，你是在仓库根目录执行命令
+- 确认 `skills/` 下仍然存在有效的 `SKILL.md`
+
+#### 安装了但不知道怎么开始
+
+- 先从 `china-stock-research-orchestrator` 开始
+- 再查看 `SKILLS.md` 和 `examples/quickstart-prompts.md`
+
+#### 远程安装路径容易写错
+
+- 优先直接复制：`bunx skills add spikeHongg/china-stock-research-skills`
+- 本地调试时优先使用 `bunx skills add .`，不要先写很长的绝对路径
+
+## English
+
+This repository is designed to work with the open skills CLI and is especially natural for China stock and A-share research workflows. The recommended install path is `bunx skills add`.
+
+### Prerequisites
+
+- `bun` installed
+- a compatible agent environment that supports skills
+
+### Install From GitHub
+
+Copy-paste remote install command:
+
+```bash
+bunx skills add spikeHongg/china-stock-research-skills
+```
+
+To inspect available skills before installing:
+
+```bash
+bunx skills add spikeHongg/china-stock-research-skills --list
+```
+
+### Install From a Local Clone
+
+From the repository root:
+
+```bash
+bunx skills add . --list
+```
+
+Then install from the same local path:
+
+```bash
+bunx skills add .
+```
+
+### Verify Installation
+
+After installation, you should be able to see these 7 skills:
+
+- `china-stock-research-orchestrator`
+- `strategy-business-transition`
+- `business-decomposition-order-quality`
+- `financial-health`
+- `industry-competition-moat`
+- `risk-warning-catalysts`
+- `valuation-investment-strategy`
+
+### First Use
+
+Start with the orchestrator:
+
+```text
+Use the china-stock-research-orchestrator skill to analyze this China-listed company, especially in an A-share workflow context, identify the main analysis patterns, choose the required modules, and return a source-backed research framework. Default all intermediate and final outputs to Simplified Chinese.
+```
+
+### Common Problems
+
+#### No skills found
+
+- Make sure you are running the command from the repository root when installing locally
+- Make sure valid `SKILL.md` files still exist under `skills/`
+
+#### Installed but hard to know where to start
+
+- Start with `china-stock-research-orchestrator`
+- Then review `SKILLS.md` and `examples/quickstart-prompts.md`
+
+#### Remote install path confusion
+
+- Use the copy-ready command first: `bunx skills add spikeHongg/china-stock-research-skills`
+- If you are testing locally, use `bunx skills add .` instead of a long absolute path

package/selected-skills/china-stock-research-skills/LICENSE

@@ -0,0 +1,21 @@
+MIT License
+
+Copyright (c) 2026 contributors
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.