@v587d/capital-generation 2.7.0 → 2.7.1

package/selected-skills/InvestSkill/PLATFORM-COMPATIBILITY.md

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+# InvestSkill Platform Compatibility Matrix
+
+Complete platform support, feature comparison, and version requirements for InvestSkill.
+
+## Quick Comparison
+
+| Feature | Claude Code | Cursor | Gemini CLI | Copilot | Universal | Ollama |
+|---------|:-----------:|:------:|:----------:|:-------:|:---------:|:------:|
+| **30 Analysis Frameworks** (+ 3 aliases, 1 output tool) | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
+| **Native Plugin** | ✅ | ➖ | ➖ | ➖ | ➖ | ➖ |
+| **Rules Integration** | ➖ | ✅ | ➖ | ➖ | ➖ | ➖ |
+| **Slash Commands** | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
+| **Auto-Load Config** | ➖ | ✅ | ✅ | ✅ | ➖ | ❌ |
+| **File References** | ➖ | ✅ | ✅ | ➖ | ➖ | ➖ |
+| **Copy/Paste Ready** | ➖ | ➖ | ➖ | ➖ | ✅ | ✅ |
+| **Real-Time Updates** | ✅ | ✅ | ✅ | ✅ | ⏰ | ⏰ |
+| **Works Offline** | ❌ | ❌ | ❌ | ❌ | ✅ | ✅ |
+| **Runs Local Models** | ❌ | ❌ | ❌ | ❌ | ➖ | ✅ |
+
+**Legend**:  
+✅ = Fully supported  
+✅ = With limitations  
+➖ = Not applicable  
+❌ = Not supported  
+⏰ = Manual refresh needed
+
+---
+
+## Platform Details
+
+### 🎨 Claude Code (Official Plugin)
+
+**Status**: ✅ Fully Supported  
+**Type**: Native Plugin Marketplace  
+**Last Tested**: v1.4.0  
+
+#### Supported Versions
+- **Minimum**: Claude Code 0.1.0+
+- **Recommended**: Latest version
+- **Latest Tested**: 1.0+
+
+#### Requirements
+- Claude Code CLI installed
+- Internet connection (for marketplace)
+- GitHub account (optional, for local dev)
+
+#### Features Supported
+✅ All 34 skills as slash commands (30 analysis frameworks + 3 aliases + 1 output tool)  
+✅ Marketplace installation  
+✅ Real-time updates  
+✅ Version consistency  
+✅ Skill parameter support  
+✅ File uploads  
+✅ HTML/PDF report generation  
+
+#### Features NOT Supported
+❌ Offline mode (requires marketplace check)  
+❌ Custom slash command syntax  
+
+#### Installation
+```bash
+/plugin marketplace add yennanliu/InvestSkill
+/plugin install us-stock-analysis
+```
+
+#### Usage
+```bash
+/us-stock-analysis:stock-eval AAPL
+/us-stock-analysis:stock-valuation MSFT
+/us-stock-analysis:research-bundle GOOGL
+```
+
+#### Limitations
+- Requires active Claude Code session
+- Plugin updates require manual refresh
+- Skill execution depends on Claude Code's current model
+
+#### Model Compatibility
+Works with whichever model your Claude Code session runs (`/model` shows and switches it).
+
+---
+
+### 🎯 Cursor (AI Editor)
+
+**Status**: ✅ Fully Supported  
+**Type**: Rules Integration (.cursor/rules/)  
+**Last Tested**: v1.4.0  
+
+#### Supported Versions
+- **Minimum**: Cursor 0.42.0+
+- **Recommended**: Latest version
+- **Latest Tested**: 0.43+
+
+#### Requirements
+- Cursor IDE installed
+- .cursor/rules/ directory in project
+- AI enabled in Cursor settings
+
+#### Features Supported
+✅ All 30 frameworks as @prompts/ references  
+✅ Auto-loading from .cursor/rules/  
+✅ Natural language understanding  
+✅ File paste/upload support  
+✅ Project-wide context  
+✅ Consistent across workspace  
+
+#### Features NOT Supported
+❌ Slash commands  
+❌ Offline mode (Cursor requires internet)  
+❌ Direct API access to frameworks  
+
+#### Installation
+**Automatic**: Cursor auto-loads from `.cursor/rules/invest-skill.mdc`
+
+**Manual**: Copy `.cursor/rules/invest-skill.mdc` to your project
+
+#### Usage
+```
+# File references
+@prompts/stock-valuation.md Analyze AAPL
+
+@prompts/fundamental-analysis.md Deep dive on MSFT
+
+# Natural language (Cursor applies rules context)
+Perform a stock evaluation of Apple using Piotroski scoring
+
+What's a fair valuation for Microsoft?
+```
+
+#### Limitations
+- Requires Cursor IDE (not CLI)
+- Rules are project-specific (must be in .cursor/rules/)
+- Requires internet for AI features
+- Updates require manual rule file refresh
+
+#### IDE Compatibility
+- ✅ Cursor (primary)
+- ✅ VS Code with Cursor extension (limited)
+- ❌ VSCodium
+- ❌ Code-OSS
+
+---
+
+### 🔮 Gemini CLI
+
+**Status**: ✅ Fully Supported  
+**Type**: Prompt Library (GEMINI.md + prompts/)  
+**Last Tested**: v1.4.0  
+
+#### Supported Versions
+- **Minimum**: Gemini CLI 0.1.0+
+- **Recommended**: Latest version
+- **Latest Tested**: 1.0+
+
+#### Requirements
+- Gemini CLI installed (`gem install gemini-cli` or `npm install -g @google/gemini-cli`)
+- Project has GEMINI.md
+- prompts/ directory available
+- Internet connection (for Gemini models)
+
+#### Features Supported
+✅ All 18 prompts as @prompts/ references  
+✅ Auto-loading GEMINI.md  
+✅ Model-agnostic prompts  
+✅ File upload/paste support  
+✅ Streaming responses  
+✅ Session memory  
+✅ Works with any Gemini model  
+
+#### Features NOT Supported
+❌ Slash commands  
+❌ Offline mode (requires Gemini API)  
+❌ Real-time updates (manual refresh needed)  
+
+#### Installation
+**Automatic**: Gemini CLI auto-loads `GEMINI.md`
+
+```bash
+cd /path/to/InvestSkill
+gemini
+```
+
+#### Usage
+```bash
+# In Gemini CLI
+> @prompts/stock-valuation.md Analyze AAPL using all methods
+
+> @prompts/fundamental-analysis.md Deep dive on MSFT
+
+> @prompts/financial-report-analyst.md [paste 10-K text]
+
+> @prompts/research-bundle.md Complete analysis on NVDA
+```
+
+#### Limitations
+- Requires Gemini API access
+- Prompts must be referenced with full @prompts/ path
+- Updates require GEMINI.md manual refresh
+- No offline capability
+
+#### Model Compatibility
+Works with all Gemini models:
+- Gemini 2.0
+- Gemini 1.5
+- Gemini 1.0
+- (Any model accessible via Gemini CLI)
+
+---
+
+### 🤖 GitHub Copilot
+
+**Status**: ✅ Fully Supported  
+**Type**: Workspace Instructions (.github/copilot-instructions.md)  
+**Last Tested**: v1.4.0  
+
+#### Supported Versions
+- **Minimum**: GitHub Copilot Jan 2024+
+- **Recommended**: Latest version
+- **Latest Tested**: Feb 2025+
+
+#### Requirements
+- GitHub Copilot subscription (paid)
+- VS Code or JetBrains IDE with Copilot extension
+- .github/copilot-instructions.md in repository
+- Internet connection
+
+#### Features Supported
+✅ All 30 frameworks in context  
+✅ Auto-loading from .github/copilot-instructions.md  
+✅ Natural language understanding  
+✅ File/document paste support  
+✅ VS Code integration  
+✅ JetBrains IDE integration  
+✅ GitHub.com editor support  
+
+#### Features NOT Supported
+❌ Slash commands  
+❌ Offline mode  
+❌ @prompts/ file references (use natural language instead)  
+❌ Command-line interface  
+
+#### Installation
+**Automatic**: Copilot auto-loads when repo is opened
+
+1. Clone repository
+2. Open in VS Code, JetBrains IDE, or GitHub.com
+3. Open Copilot Chat
+4. Copilot instructions auto-apply
+
+#### Usage
+```
+# Natural language queries (Copilot applies instructions context)
+Evaluate Apple stock using the stock-eval framework
+
+What's a fair valuation for Microsoft using DCF and comps?
+
+Analyze Tesla's balance sheet quality
+
+# Explicit framework references
+Use the stock-valuation framework from the instructions to analyze AAPL
+
+Apply the fundamental-analysis methodology to MSFT
+```
+
+#### Limitations
+- Requires paid GitHub Copilot subscription
+- Only works with VS Code/JetBrains IDEs or GitHub.com
+- No offline capability
+- Updates require workspace reload
+- Works only in supported IDEs
+
+#### IDE Compatibility
+- ✅ VS Code with GitHub Copilot extension
+- ✅ JetBrains IDEs with Copilot plugin
+  - IntelliJ IDEA
+  - PyCharm
+  - WebStorm
+  - PhpStorm
+  - etc.
+- ✅ GitHub.com web editor (read-only)
+- ❌ VSCodium
+- ❌ Code-OSS
+- ❌ Neovim
+- ❌ Emacs
+
+---
+
+### 🌍 Universal Prompts (Any AI Tool)
+
+**Status**: ✅ Fully Supported  
+**Type**: Standalone Markdown Files (prompts/ directory)  
+**Last Tested**: v1.4.0  
+
+#### Supported Versions
+- **All**: No version requirements
+- **Compatibility**: Any AI model
+
+#### Requirements
+- Access to InvestSkill repository (read prompts/ files)
+- Any AI assistant (ChatGPT, Claude.ai, Gemini, etc.)
+- Copy/paste capability
+
+#### Features Supported
+✅ All 18 prompts available  
+✅ Works with ANY AI model  
+✅ No installation needed  
+✅ Completely offline (after download)  
+✅ Maximum compatibility  
+✅ Easy sharing  
+✅ Custom modifications possible  
+
+#### Features NOT Supported
+❌ Real-time updates (manual refresh)  
+❌ Slash commands  
+❌ Direct file references  
+❌ IDE integration  
+
+#### Installation
+No installation needed. Copy prompts as needed:
+
+```bash
+# Copy to clipboard
+cat prompts/stock-valuation.md | pbcopy  # macOS
+cat prompts/stock-valuation.md | xclip   # Linux
+
+# Or just download from GitHub
+# https://github.com/yennanliu/InvestSkill/tree/main/prompts
+```
+
+#### Usage
+1. Copy prompt file content
+2. Paste into any AI chat
+3. Ask your question
+
+```
+# Example with ChatGPT
+[Paste content of prompts/stock-valuation.md]
+
+Then ask:
+"Analyze Apple (AAPL) using the framework above"
+```
+
+#### Limitations
+- Manual copy/paste required
+- No real-time updates (periodic refresh needed)
+- Version tracking user's responsibility
+- Requires model to handle full prompt length
+
+#### Model Compatibility
+Works with ALL AI models:
+- ✅ ChatGPT (all versions)
+- ✅ Claude (all versions)
+- ✅ Gemini
+- ✅ LLaMA
+- ✅ Mistral
+- ✅ Any open-source model
+- ✅ Any API-based model
+
+---
+
+### 🦙 Ollama (Local Open-Source Models)
+
+**Status**: ✅ Supported (via Universal prompts)  
+**Type**: Local model runtime (Qwen, Llama, DeepSeek, Mistral…)  
+**Last Tested**: v1.10.0  
+
+#### Requirements
+- [Ollama](https://ollama.com) installed + a pulled model (≥ 32B recommended)
+- InvestSkill repo cloned (read `prompts/` files)
+- For automatic live data: a tool-capable client with web search (Open WebUI, Continue.dev, Cline) pointed at `http://localhost:11434/v1`
+
+#### Features Supported
+✅ All frameworks via `prompts/*.md`  
+✅ Runs fully offline / on-device  
+✅ No API key, no per-token cost  
+✅ Reusable models via Modelfile `SYSTEM` block  
+✅ Data privacy (nothing leaves the machine in Path A)  
+
+#### Features NOT Supported
+❌ Auto-load config (no `GEMINI.md`-style hook)  
+❌ Slash commands  
+❌ Live data from a bare `ollama run` (no internet access — paste it, or use a tool-capable client)  
+
+#### Model Compatibility
+- ✅ `qwen2.5:32b`, `llama3.1:70b`, `deepseek-r1:32b` — reliable formatting + tool use
+- ✅ `qwen2.5:14b` — usable, occasional format drift
+- ⚠️ `*:7b` / `*:8b` — runs, but expect broken tables and hallucinated numbers
+
+#### Limitations
+- Output quality tracks model size — small models drop the Signal Block and mangle tables
+- Live data access depends on your client, not Ollama itself
+- Frameworks refreshed manually (`git pull`)
+
+> Full setup: **[README-ollama.md](README-ollama.md)**
+
+---
+
+## Feature Comparison by Category
+
+### Data Input Methods
+
+| Feature | Claude Code | Cursor | Gemini | Copilot | Universal |
+|---------|:-----------:|:------:|:------:|:-------:|:---------:|
+| Ticker symbols | ✅ | ✅ | ✅ | ✅ | ✅ |
+| Paste text | ✅ | ✅ | ✅ | ✅ | ✅ |
+| Upload files | ✅ | ✅ | ✅ | ✅ | ❌ |
+| File references | ✅ | ✅ | ✅ | ✅ | ❌ |
+| Financial data | ✅ | ✅ | ✅ | ✅ | ✅ |
+| 10-K/10-Q text | ✅ | ✅ | ✅ | ✅ | ✅ |
+
+### Output Formats
+
+| Feature | Claude Code | Cursor | Gemini | Copilot | Universal |
+|---------|:-----------:|:------:|:------:|:-------:|:---------:|
+| Text analysis | ✅ | ✅ | ✅ | ✅ | ✅ |
+| Tables | ✅ | ✅ | ✅ | ✅ | ✅ |
+| HTML reports | ✅ | ✅ | ✅ | ✅ | ✅ |
+| Signal blocks | ✅ | ✅ | ✅ | ✅ | ✅ |
+| Markdown | ✅ | ✅ | ✅ | ✅ | ✅ |
+| Charts (HTML) | ✅ | ✅ | ✅ | ✅ | ✅ |
+
+### Performance & Reliability
+
+| Aspect | Claude Code | Cursor | Gemini | Copilot | Universal |
+|--------|:-----------:|:------:|:------:|:-------:|:---------:|
+| Uptime | 99.9% | 99% | 99% | 99% | N/A |
+| Latency | <2s | <3s | <3s | <5s | N/A |
+| Concurrent users | Unlimited | Project-based | Unlimited | Team-based | N/A |
+| Rate limits | None | IDE-based | API-based | Enterprise | N/A |
+
+---
+
+## Choosing the Right Platform
+
+### Use Claude Code If:
+- ✅ You want native plugin integration
+- ✅ You prefer slash commands
+- ✅ You need the latest Claude models
+- ✅ You want real-time updates
+- ✅ You need professional report generation
+
+### Use Cursor If:
+- ✅ You're using Cursor as your main IDE
+- ✅ You want automatic rule loading
+- ✅ You prefer natural language queries
+- ✅ You need full IDE integration
+- ✅ You work primarily in one project
+
+### Use Gemini CLI If:
+- ✅ You prefer command-line tools
+- ✅ You want model-agnostic prompts
+- ✅ You like @-file referencing
+- ✅ You need Gemini-specific features
+- ✅ You work in multiple projects
+
+### Use GitHub Copilot If:
+- ✅ You have a Copilot subscription
+- ✅ You use VS Code or JetBrains
+- ✅ You want workspace-wide context
+- ✅ You prefer GitHub integration
+- ✅ You work in enterprise environment
+
+### Use Universal Prompts If:
+- ✅ You want maximum flexibility
+- ✅ You use multiple AI tools
+- ✅ You need offline capability
+- ✅ You want to modify prompts
+- ✅ You prefer copy/paste integration
+
+---
+
+## Version History & Updates
+
+| Version | Release Date | Claude Code | Cursor | Gemini | Copilot | Universal |
+|---------|--------------|:-----------:|:------:|:------:|:-------:|:---------:|
+| v1.4.0 | 2026-04-11 | ✅ | ✅ | ✅ | ✅ | ✅ |
+| v1.3.0 | 2026-02-27 | ✅ | ✅ | ✅ | ✅ | ✅ |
+| v1.2.0 | 2026-01-15 | ✅ | ✅ | ✅ | ✅ | ✅ |
+| v1.1.0 | 2025-12-01 | ✅ | ✅ | ✅ | ✅ | ✅ |
+| v1.0.0 | 2025-11-01 | ✅ | ⚠️ | ⚠️ | ⚠️ | ✅ |
+
+---
+
+## Troubleshooting by Platform
+
+### Claude Code Issues
+- Plugin not installing: Check marketplace connection
+- Skills not appearing: Run `/plugin list` to refresh
+- Updates not applying: Restart Claude Code CLI
+
+### Cursor Issues
+- Rules not loading: Verify .cursor/rules/invest-skill.mdc exists
+- AI not responding: Check Cursor settings for AI enabled
+- Updates not applying: Reload Cursor or IDE
+
+### Gemini Issues
+- Prompts not found: Verify @prompts/ path is correct
+- GEMINI.md not loading: Run `gemini` from InvestSkill directory
+- Updates not applying: Re-source GEMINI.md in same session
+
+### Copilot Issues
+- Instructions not loading: Verify .github/copilot-instructions.md exists
+- Not working: Check Copilot subscription is active
+- Updates not applying: Close and reopen Copilot Chat
+
+### Universal Issues
+- Prompts too long: Break into smaller chunks
+- Token limits: Check your AI model's token limit
+- Updates: Manually download latest prompts/ files
+
+---
+
+## Getting Help
+
+- **Documentation**: See [README.md](README.md)
+- **Quick Reference**: See [RELEASE-QUICK-REFERENCE.md](RELEASE-QUICK-REFERENCE.md)
+- **CI/CD Guide**: See [CI-CD-GUIDE.md](CI-CD-GUIDE.md)
+- **Issues**: https://github.com/yennanliu/InvestSkill/issues
+- **Discussions**: https://github.com/yennanliu/InvestSkill/discussions
+
+---
+
+## Platform-Specific Documentation
+
+- **[README.md](README.md)** — Complete setup for all platforms
+- **[GEMINI.md](GEMINI.md)** — Gemini CLI detailed guide
+- **[.github/copilot-instructions.md](.github/copilot-instructions.md)** — Copilot guide
+- **[.cursor/rules/invest-skill.mdc](.cursor/rules/invest-skill.mdc)** — Cursor rules
+- **[CI-CD-GUIDE.md](CI-CD-GUIDE.md)** — Multi-platform release process