@v587d/capital-generation 2.7.0 → 2.7.1

package/selected-skills/InvestSkill/README-cursor.md

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+# InvestSkill for Cursor
+
+Professional investment analysis rules for Cursor IDE. 18 universal prompts for comprehensive stock market evaluation.
+
+**For multi-platform setup**, see [README.md](README.md)
+
+---
+
+## Quick Start
+
+### Installation — one command
+
+```bash
+curl -fsSL https://raw.githubusercontent.com/yennanliu/InvestSkill/main/install.sh | bash -s -- -a cursor
+```
+
+Writes `.cursor/rules/investskill.mdc` and the frameworks into `.investskill/prompts/`, then use them with `@.investskill/prompts/stock-eval.md Evaluate Apple`.
+
+### Installation — clone the repo
+
+Cursor automatically loads rules from `.cursor/rules/` directory.
+
+```bash
+# Clone repository
+git clone https://github.com/yennanliu/InvestSkill.git
+cd InvestSkill
+
+# Open in Cursor
+cursor .
+
+# Open AI Chat (Cmd+K)
+# Rules auto-loaded!
+```
+
+### First Analysis
+
+In Cursor AI Chat:
+
+```
+@prompts/stock-eval.md Evaluate Apple (AAPL) stock
+```
+
+Or just ask naturally:
+
+```
+Analyze Apple stock using Piotroski F-Score
+```
+
+---
+
+## All 18 Frameworks
+
+### Core Analysis (6)
+| Framework | Usage |
+|-----------|-------|
+| Stock Evaluation | `@prompts/stock-eval.md AAPL` |
+| Stock Valuation | `@prompts/stock-valuation.md MSFT` |
+| Fundamental Analysis | `@prompts/fundamental-analysis.md NVDA` |
+| Technical Analysis | `@prompts/technical-analysis.md TSLA` |
+| DCF Valuation | `@prompts/dcf-valuation.md GOOGL` |
+| Economics Analysis | `@prompts/economics-analysis.md` |
+
+### Financial Reports (3)
+| Framework | Usage |
+|-----------|-------|
+| Financial Report Analyst | `@prompts/financial-report-analyst.md` |
+| 10-K Report Digest | `@prompts/10k-digest.md AAPL FY2024 --lang zh-TW` |
+| Earnings Call Analysis | `@prompts/earnings-call-analysis.md AAPL` |
+
+### Market Monitoring (4)
+| Framework | Usage |
+|-----------|-------|
+| Insider Trading | `@prompts/insider-trading.md TSLA` |
+| Institutional Ownership | `@prompts/institutional-ownership.md META` |
+| Dividend Analysis | `@prompts/dividend-analysis.md JNJ` |
+| Short Interest | `@prompts/short-interest.md GME` |
+
+### Advanced Analysis (4)
+| Framework | Usage |
+|-----------|-------|
+| Competitor Analysis | `@prompts/competitor-analysis.md AAPL` |
+| Options Analysis | `@prompts/options-analysis.md AAPL` |
+| Portfolio Review | `@prompts/portfolio-review.md` |
+| Sector Analysis | `@prompts/sector-analysis.md` |
+
+### Comprehensive Research (2)
+| Framework | Usage |
+|-----------|-------|
+| Research Bundle | `@prompts/research-bundle.md AAPL` |
+| (All frameworks combined) | Multi-framework analysis |
+
+---
+
+## Usage Examples
+
+### Using File References
+
+**File reference syntax:**
+```
+@prompts/<name>.md <your-query>
+```
+
+**Examples:**
+```
+@prompts/stock-eval.md Evaluate Microsoft (MSFT) quality and profitability
+
+@prompts/stock-valuation.md What's a fair price for Apple stock?
+
+@prompts/fundamental-analysis.md Deep dive into NVIDIA's financial health
+
+@prompts/technical-analysis.md Analyze Tesla's chart patterns and key levels
+
+@prompts/dcf-valuation.md Build a DCF model for Google with 5-year projection
+```
+
+### Using Natural Language
+
+Cursor understands the frameworks context, so you can ask naturally:
+
+```
+Perform a stock evaluation of Apple using Piotroski F-Score
+
+What's the intrinsic value of Microsoft using DCF analysis?
+
+Analyze the competitive moat of NVIDIA
+
+Is the Berkshire Hathaway dividend safe?
+
+What's the short squeeze potential in GameStop?
+
+Should I buy or sell Tesla at current levels?
+```
+
+### With Pasted Data
+
+**Paste financial statements:**
+```
+@prompts/fundamental-analysis.md
+[paste balance sheet, income statement, cash flow]
+
+Analyze the financial quality and key trends
+```
+
+**Paste SEC filings:**
+```
+@prompts/financial-report-analyst.md
+[paste 10-Q or annual report text]
+
+Extract red flags and management quality indicators
+```
+
+**Paste earnings transcripts:**
+```
+@prompts/earnings-call-analysis.md
+[paste earnings call transcript]
+
+What's the management tone and guidance outlook?
+```
+
+### Stock Comparison
+
+```
+@prompts/stock-valuation.md Compare AAPL vs MSFT valuations
+
+@prompts/fundamental-analysis.md Compare AAPL and MSFT balance sheets
+
+@prompts/research-bundle.md Comprehensive comparison of AAPL, MSFT, and GOOGL
+```
+
+### Portfolio Analysis
+
+```
+@prompts/portfolio-review.md Review my portfolio:
+AAPL: 30%
+MSFT: 25%
+NVDA: 20%
+JNJ: 15%
+TSLA: 10%
+
+Is my allocation optimal?
+```
+
+---
+
+## Features
+
+✅ **18 Professional Analysis Frameworks**
+- Automatically loaded into Cursor AI
+- Work across all Cursor capabilities
+- No additional setup required
+
+✅ **File Reference Support**
+- Use `@prompts/<name>.md` to invoke frameworks
+- Cursor highlights available files
+- Intellisense support
+
+✅ **Natural Language Understanding**
+- Cursor applies rules context automatically
+- Ask questions naturally
+- Framework context used behind the scenes
+
+✅ **Data Integration**
+- Paste financial statements
+- Upload or paste SEC filings
+- Reference documents directly
+
+✅ **Project-Wide Context**
+- Rules loaded for entire workspace
+- Same frameworks across all files
+- Persistent settings
+
+---
+
+## Installation & Troubleshooting
+
+### Verify Rules Loaded
+
+Check that Cursor loaded rules by asking:
+```
+What analysis frameworks are available?
+```
+
+Cursor should mention the 30 frameworks and `.cursor/rules/invest-skill.mdc`.
+
+### Rule File Check
+
+Verify rule file exists:
+```
+.cursor/rules/invest-skill.mdc
+```
+
+If missing:
+```bash
+# Copy from repo
+cp .cursor/rules/invest-skill.mdc /your/project/.cursor/rules/
+```
+
+### Clear Cache (if needed)
+
+```bash
+# Restart Cursor
+cmd+q  (or close application)
+
+# Reopen project
+cursor .
+```
+
+### IDE Support
+
+Works with:
+- ✅ Cursor (all versions)
+- ✅ VS Code with Cursor extension
+- ✅ JetBrains IDEs with Cursor plugin
+
+---
+
+## Advanced Usage
+
+### Multi-Framework Analysis
+
+Combine frameworks in one query:
+
+```
+1. First, use stock-eval.md to evaluate NVDA quality
+2. Then, use technical-analysis.md for chart patterns
+3. Finally, use institutional-ownership.md for smart money positioning
+
+Provide a holistic investment view.
+```
+
+### Scenario Analysis
+
+Ask follow-up questions within same chat:
+
+```
+Initial: @prompts/dcf-valuation.md Value Microsoft
+
+Follow-ups (in same conversation):
+- What if revenue growth slows to 8%?
+- How sensitive is valuation to WACC assumptions?
+- What's the downside scenario?
+- What's the margin of safety at current price?
+```
+
+### Custom Analysis Chains
+
+Build your own workflow:
+
+```
+1. Evaluate quality: @prompts/stock-eval.md
+2. Analyze fundamentals: @prompts/fundamental-analysis.md
+3. Technical setup: @prompts/technical-analysis.md
+4. Valuation: @prompts/stock-valuation.md
+5. Competitive position: @prompts/competitor-analysis.md
+6. Risk assessment: Generate custom risk analysis
+
+Synthesize findings into investment thesis
+```
+
+---
+
+## Output Format
+
+All analyses include:
+
+### 1. Executive Summary
+- Key findings and thesis
+- Primary drivers (bullish/bearish)
+- Time horizon
+
+### 2. Quantitative Analysis
+- Specific metrics and numbers
+- Year-over-year comparisons
+- Industry benchmarking
+- Valuation multiples
+
+### 3. Qualitative Assessment
+- Management quality
+- Competitive positioning
+- Market opportunity
+- Risk factors
+
+### 4. Investment Signal Block
+```
+╔══════════════════════════════════════════════╗
+║              INVESTMENT SIGNAL               ║
+╠══════════════════════════════════════════════╣
+║ Signal:      BULLISH / NEUTRAL / BEARISH     ║
+║ Confidence:  HIGH / MEDIUM / LOW             ║
+║ Horizon:     SHORT / MEDIUM / LONG-TERM      ║
+║ Score:       X.X / 10                        ║
+╠══════════════════════════════════════════════╣
+║ Action:      BUY / HOLD / SELL               ║
+║ Conviction:  STRONG / MODERATE / WEAK        ║
+╚══════════════════════════════════════════════╝
+```
+
+---
+
+## Tips & Best Practices
+
+### 1. Be Specific
+```
+# Vague
+Analyze Apple
+
+# Better
+@prompts/stock-valuation.md Analyze Apple (AAPL)
+
+# Best
+@prompts/stock-valuation.md Value AAPL with:
+- Revenue growth: 8% CAGR
+- WACC: 8.5%
+- Terminal growth: 2.5%
+```
+
+### 2. Provide Context
+```
+Analyze MSFT assuming:
+- Current price: $450
+- Current P/E: 42x
+- Industry average P/E: 28x
+```
+
+### 3. Chain Analyses
+```
+# Run multiple frameworks
+1. @prompts/fundamental-analysis.md for NVDA
+2. @prompts/technical-analysis.md for NVDA
+3. @prompts/institutional-ownership.md for NVDA
+
+Provide consolidated view
+```
+
+### 4. Ask Follow-Ups
+Cursor remembers conversation context:
+```
+Initial: @prompts/stock-valuation.md Value Microsoft
+
+Follow-ups:
+- What if margins compress?
+- How important is cloud growth?
+- What's the bull/bear range?
+```
+
+### 5. Paste Raw Data
+```
+@prompts/fundamental-analysis.md
+[paste financial data]
+
+Analyze trends and quality
+```
+
+---
+
+## IDE Integration
+
+### Keyboard Shortcuts
+
+- **Cmd+K** - Open Cursor AI Chat
+- **Cmd+Shift+L** - Create new chat
+- **Cmd+Option+K** - Quick reference
+
+### File Exploration
+
+In Cursor, you can explore:
+- `.cursor/rules/invest-skill.mdc` — Rule definitions
+- `prompts/` — All 30 framework files (+ 3 aliases, 1 output tool)
+- `PLATFORM-COMPATIBILITY.md` — Feature comparison
+
+---
+
+## Documentation
+
+### Cursor Specific
+- This file (README-cursor.md)
+- [.cursor/rules/invest-skill.mdc](.cursor/rules/invest-skill.mdc)
+
+### All Platforms
+- [README.md](README.md) — Complete setup for all 5 platforms
+- [PLATFORM-COMPATIBILITY.md](PLATFORM-COMPATIBILITY.md) — Feature comparison
+- [CI-CD-GUIDE.md](CI-CD-GUIDE.md) — Release automation
+
+### Examples & Learning
+- [COOKBOOK.md](site/content/COOKBOOK.md) — Walkthroughs and examples
+- [CHANGELOG.md](CHANGELOG.md) — Feature updates
+- `prompts/` — Individual framework files
+
+---
+
+## Support & Feedback
+
+### Report Issues
+- GitHub Issues: https://github.com/yennanliu/InvestSkill/issues
+- GitHub Discussions: https://github.com/yennanliu/InvestSkill/discussions
+
+### Feature Requests
+Open an issue with:
+- What analysis would help
+- Your use case
+- Example scenario
+
+### Troubleshooting
+
+**Rules not loading:**
+- Verify `.cursor/rules/invest-skill.mdc` exists
+- Restart Cursor
+- Check that rules file is not empty
+
+**Cursor not understanding requests:**
+- Be more specific with file references
+- Provide more context/data
+- Ask in separate messages
+
+---
+
+## Legal Disclaimer
+
+This plugin provides **educational analysis only** and does **NOT constitute financial advice**.
+
+Always:
+- ✅ Consult qualified financial advisors
+- ✅ Do your own research (DYOR)
+- ✅ Verify analysis independently
+- ✅ Consider your risk tolerance
+
+Past performance does not guarantee future results.
+
+---
+
+## More Information
+
+For complete documentation covering all platforms (Claude Code, Gemini, Copilot, Universal), see:
+
+📖 **[README.md](README.md)**