@v587d/capital-generation 2.7.0 → 2.7.1

package/selected-skills/InvestSkill/GEMINI.md

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+# InvestSkill — Gemini CLI Setup & Usage Guide
+
+This project contains professional investment analysis prompt frameworks for US stock markets. When you run Gemini CLI in this directory, all 30 analysis frameworks are automatically available.
+
+## Installation & Setup
+
+### Quick Start
+
+```bash
+# Navigate to the InvestSkill directory
+cd /path/to/InvestSkill
+
+# Start Gemini CLI (loads GEMINI.md automatically)
+gemini
+```
+
+**That's it!** Gemini CLI automatically loads `GEMINI.md` and gives you access to all 30 analysis frameworks in the `prompts/` directory.
+
+### Verify Setup
+
+When you first run `gemini`, you should see context about InvestSkill loaded. Then in the chat:
+
+```
+> @prompts/stock-valuation.md AAPL
+
+# This should invoke the stock valuation framework
+```
+
+---
+
+## Available Analysis Prompts (30 frameworks + 3 aliases + 1 output tool)
+
+### Core Stock Analysis (4 skills)
+
+| Analysis Type               | Prompt File                            | Usage Example                              |
+|-----------------------------|----------------------------------------|--------------------------------------------|
+| Stock Evaluation            | `@prompts/stock-eval.md`               | `Evaluate AAPL using this framework`      |
+| Stock Valuation (DCF+)      | `@prompts/stock-valuation.md`          | `Analyze MSFT using all valuation methods` |
+| Technical Analysis          | `@prompts/technical-analysis.md`       | `Analyze TSLA chart patterns`              |
+| Economics Analysis          | `@prompts/economics-analysis.md`       | `What's the current economic outlook?`     |
+
+### Financial Report Analysis (3 skills)
+
+| Analysis Type               | Prompt File                            | Usage Example                              |
+|-----------------------------|----------------------------------------|--------------------------------------------|
+| Financial Report Analyst    | `@prompts/financial-report-analyst.md` | `[paste 10-K] Analyze this filing`        |
+| 10-K Report Digest          | `@prompts/10k-digest.md`               | `NVDA FY2024 --lang zh-TW` (EN or 繁中)   |
+| Earnings Call Analysis      | `@prompts/earnings-call-analysis.md`   | `[paste transcript] Analyze sentiment`     |
+
+### Market Monitoring (4 skills)
+
+| Analysis Type               | Prompt File                            | Usage Example                              |
+|-----------------------------|----------------------------------------|--------------------------------------------|
+| Insider Trading             | `@prompts/insider-trading.md`          | `Track insider activity in TSLA`           |
+| Institutional Ownership     | `@prompts/institutional-ownership.md`  | `Monitor smart money in META`              |
+| Dividend Analysis           | `@prompts/dividend-analysis.md`        | `Is JNJ dividend safe?`                    |
+| Short Interest              | `@prompts/short-interest.md`           | `What's the squeeze potential in GME?`     |
+
+### Advanced Analysis (14 skills)
+
+| Analysis Type               | Prompt File                            | Usage Example                              |
+|-----------------------------|----------------------------------------|--------------------------------------------|
+| Competitor Analysis         | `@prompts/competitor-analysis.md`      | `Analyze AAPL's competitive moat`          |
+| Industry Map                | `@prompts/industry-map.md`             | `Map the AI compute supply chain`          |
+| Options Analysis            | `@prompts/options-analysis.md`         | `Find earnings play setups in NVDA`        |
+| Portfolio Review            | `@prompts/portfolio-review.md`         | `[paste holdings] Review my allocation`    |
+| Sector Analysis             | `@prompts/sector-analysis.md`          | `What sectors should rotate into?`         |
+| Stock Screener              | `@prompts/stock-screener.md`           | `Rank NVDA, AMD, AVGO across all factors`  |
+| Catalyst Calendar           | `@prompts/catalyst-calendar.md`        | `What catalysts are coming for TSLA?`      |
+| Bear Case                   | `@prompts/bear-case.md`                | `Build the bear case against TSLA`         |
+| Position Ladder             | `@prompts/position-ladder.md`          | `I hold 20 AVGO at $128, now $122 — plan`  |
+| Thesis Tracker | `@prompts/thesis-tracker.md` | `Open a thesis file for NVDA` |
+| ETF Analysis | `@prompts/etf-analysis.md` | `Is VOO or SPYM the better core holding?` |
+| Earnings Preview | `@prompts/earnings-preview.md` | `NVDA reports on Aug 27 — what is priced in?` |
+| Tax Lens | `@prompts/tax-lens.md` | `I sold AVGO at a loss and want to rebuy — wash sale?` |
+| Risk Stress Test | `@prompts/risk-stress-test.md` | `Stress-test this portfolio against 2008 and 2022` |
+
+### Full Report (1 skills)
+
+| Analysis Type               | Prompt File                            | Usage Example                              |
+|-----------------------------|----------------------------------------|--------------------------------------------|
+| Full Report (HTML)          | `@prompts/full-report.md`              | `Generate full interactive report for NVDA`|
+
+### Meta-Analysis & Visualization (5 skills)
+
+| Analysis Type               | Prompt File                            | Usage Example                              |
+|-----------------------------|----------------------------------------|--------------------------------------------|
+| Result Validator            | `@prompts/result-validator.md`         | `[paste analysis] Score confidence`        |
+| Chart Master                | `@prompts/chart-master.md`             | `[paste data] Generate revenue chart`      |
+| Report Generator            | `@prompts/report-generator.md`         | `[paste analysis] Export as HTML report`   |
+| Learning Coach | `@prompts/learning-coach.md` | `[paste a stock-eval output] Explain this to me` |
+| Fact Check | `@prompts/fact-check.md` | `[paste a report] Verify every number and add sources` |
+
+### Aliases (3 redirects — installed, not counted as frameworks)
+
+These stubs remain so old references keep working; each points at the framework that absorbed it.
+
+| Analysis Type               | Prompt File                            | Redirects to                               |
+|-----------------------------|----------------------------------------|--------------------------------------------|
+| Fundamental Analysis        | `@prompts/fundamental-analysis.md`     | `@prompts/stock-eval.md`                   |
+| DCF Valuation               | `@prompts/dcf-valuation.md`            | `@prompts/stock-valuation.md`              |
+| Research Bundle             | `@prompts/research-bundle.md`          | `@prompts/full-report.md`                  |
+
+
+---
+
+## Usage Examples
+
+### Verify a Report Before You Trust It
+
+```text
+# Claim-level fact-check with citations — paste the report and its sources
+> @prompts/fact-check.md [paste the report + the 10-K excerpt / IR release] Verify every number and add sources
+
+# Then score the reasoning
+> @prompts/result-validator.md [paste the corrected report and the fact-check ledger] Score confidence
+```
+
+### Basic Single Analysis
+
+```
+# Stock evaluation
+> @prompts/stock-eval.md Evaluate Apple with Piotroski scoring
+
+# Fundamental analysis
+> @prompts/stock-eval.md Deep analysis of Microsoft's financials
+
+# Technical analysis
+> @prompts/technical-analysis.md What are the key chart levels for Tesla?
+
+# Economics
+> @prompts/economics-analysis.md Is a recession likely in the next 12 months?
+```
+
+### Financial Data & Filings
+
+```
+# Paste and analyze a 10-K for investment signals
+> @prompts/financial-report-analyst.md
+[paste 10-K text here]
+Extract key accounting red flags and management quality indicators
+
+# Generate a structured 10-K digest document (English or Traditional Chinese)
+> @prompts/10k-digest.md
+AAPL FY2024 --lang zh-TW --output aapl-10k-digest.md
+
+# Analyze earnings call transcript
+> @prompts/earnings-call-analysis.md
+[paste earnings call transcript]
+What's the management tone and guidance outlook?
+
+# Upload or paste financial statements
+> @prompts/stock-eval.md
+[paste balance sheet and income statement]
+Analyze debt levels and cash flow quality
+```
+
+### Stock Comparison & Multiple Analyses
+
+```
+# Compare two stocks
+> @prompts/stock-valuation.md Compare AAPL vs MSFT valuations
+
+# Multiple frameworks on one stock
+> I need:
+> 1. @prompts/stock-eval.md for NVDA
+> 2. @prompts/technical-analysis.md for NVDA
+> 3. @prompts/institutional-ownership.md for NVDA
+
+# Portfolio review
+> @prompts/portfolio-review.md Here's my holdings:
+AAPL: 30%
+MSFT: 25%
+NVDA: 20%
+JNJ: 15%
+TSLA: 10%
+> Is my allocation optimal?
+```
+
+### Specialized Analysis
+
+```
+# Is this dividend safe?
+> @prompts/dividend-analysis.md JNJ dividend analysis
+
+# Short squeeze potential
+> @prompts/short-interest.md Is GME a short squeeze candidate?
+
+# Bear case / counterevidence
+> @prompts/bear-case.md Argue why TSLA is a bad hold and give a downside target
+
+# Position plan for an existing holding
+> @prompts/position-ladder.md I hold 20 AVGO at $128, now $122 — build a 60–100 share ladder plan
+
+# Options strategy selection
+> @prompts/options-analysis.md Find bullish option setups for AAPL earnings
+
+# Competitive advantage
+> @prompts/competitor-analysis.md Does Microsoft have a defensible moat in cloud?
+
+# Insider trading signals
+> @prompts/insider-trading.md What are insiders buying at TSLA?
+
+# Smart money tracking
+> @prompts/institutional-ownership.md Which institutional investors are buying tech stocks?
+```
+
+### Export as Professional HTML Report
+
+```
+# After any analysis, export to a styled HTML/PDF report
+> @prompts/report-generator.md
+[paste analysis output]
+Generate an HTML report for AAPL
+
+# Specify report type
+> @prompts/report-generator.md
+[paste fundamental-analysis output]
+Executive summary report, HTML format
+
+# Full report → HTML report
+> @prompts/full-report.md Complete analysis on NVDA
+> @prompts/report-generator.md Convert the above into a professional HTML report
+```
+
+### Full Report (Most Complete)
+
+```
+# Single command for comprehensive analysis
+> @prompts/full-report.md Provide complete analysis on Apple (AAPL)
+
+# Quick version (key metrics only)
+> @prompts/full-report.md Quick analysis of Microsoft
+
+# Comparison mode (multiple stocks)
+> @prompts/full-report.md Compare AAPL, MSFT, and GOOGL
+```
+
+---
+
+## Output Format & Standards
+
+Every analysis follows this output structure:
+
+### 1. Executive Summary
+- Key findings and investment thesis
+- Primary bullish or bearish drivers
+
+### 2. Quantitative Analysis
+- Specific numbers and metrics
+- Year-over-year or period comparisons
+- Industry/peer benchmarking
+
+### 3. Qualitative Assessment
+- Management quality
+- Competitive position
+- Market opportunity
+
+### 4. Standardized Signal Block
+
+All analyses end with this format:
+
+```
+╔══════════════════════════════════════════════╗
+║              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 for Best Results
+
+### 1. Use File References
+```
+# Good: explicit file reference
+> @prompts/stock-valuation.md Analyze AAPL
+
+# Also works: natural language (Gemini understands the context)
+> What's a good valuation for Apple?
+```
+
+### 2. Paste Financial Data Directly
+```
+# Paste balance sheet, income statement, or SEC filings
+> @prompts/stock-eval.md
+[paste your financial statements]
+
+# Gemini will extract and analyze the data
+```
+
+### 3. Combine Multiple Analyses
+```
+# Run multiple frameworks on the same stock
+> First: @prompts/stock-eval.md for NVDA
+> Then: @prompts/technical-analysis.md for NVDA
+> Finally: @prompts/institutional-ownership.md for NVDA
+```
+
+### 4. Provide Context
+```
+# More specific = better results
+> @prompts/stock-valuation.md
+> Stock: MSFT
+> Time horizon: 5 years
+> Target market growth: 15% CAGR
+> Assume WACC of 8.5%
+```
+
+### 5. Ask Follow-Up Questions
+```
+# Gemini remembers the conversation context
+> @prompts/stock-valuation.md Value AAPL
+
+# Then follow up:
+> What if iPhone sales growth slows to 5%?
+> How sensitive is the valuation to margin assumptions?
+> What's the downside scenario?
+```
+
+---
+
+## Project Structure
+
+```
+InvestSkill/
+├── prompts/                    # 30 analysis frameworks (+ 3 aliases, 1 output tool)
+│   ├── stock-eval.md
+│   ├── stock-valuation.md
+│   ├── fundamental-analysis.md
+│   ├── technical-analysis.md
+│   ├── dcf-valuation.md
+│   ├── economics-analysis.md
+│   ├── financial-report-analyst.md
+│   ├── 10k-digest.md
+│   ├── earnings-call-analysis.md
+│   ├── insider-trading.md
+│   ├── institutional-ownership.md
+│   ├── competitor-analysis.md
+│   ├── dividend-analysis.md
+│   ├── short-interest.md
+│   ├── options-analysis.md
+│   ├── portfolio-review.md
+│   ├── sector-analysis.md
+│   ├── bear-case.md
+│   ├── position-ladder.md
+│   ├── research-bundle.md
+│   ├── result-validator.md
+│   ├── chart-master.md
+│   ├── thesis-tracker.md
+│   ├── etf-analysis.md
+│   ├── earnings-preview.md
+│   ├── tax-lens.md
+│   ├── risk-stress-test.md
+│   ├── learning-coach.md
+│   ├── fact-check.md
+│   └── report-generator.md     # HTML/PDF report design system
+├── plugins/                    # Claude Code plugin (optional)
+│   └── us-stock-analysis/
+├── GEMINI.md                   # This file
+├── README.md
+└── CHANGELOG.md
+```
+
+---
+
+## Troubleshooting
+
+### Issue: Prompts not loading
+```
+# Make sure you're in the correct directory
+pwd  # should be /path/to/InvestSkill
+
+# Try starting Gemini again
+gemini
+
+# Reference the file with full path
+@prompts/stock-valuation.md
+```
+
+### Issue: Need more detail
+```
+# Be specific with your request
+@prompts/stock-valuation.md Analyze AAPL with:
+- 3-year DCF projection
+- Comparable company multiples
+- Sensitivity analysis
+```
+
+### Issue: Want different output format
+```
+# Ask Gemini to reformat
+@prompts/stock-valuation.md Analyze AAPL, then format as:
+1. Executive summary (1 paragraph)
+2. Key metrics (table)
+3. Investment signal
+```
+
+---
+
+## Additional Resources
+
+- **README.md** — Complete project overview and all platforms
+- **prompts/** directory — All 30 analysis frameworks
+- **plugins/** — Claude Code plugin configuration (if using Claude Code)
+- **GitHub Issues** — Report bugs or suggest improvements
+
+---
+
+## Disclaimer
+
+All analyses are for educational purposes only and do **not** constitute financial advice. Always consult a qualified financial advisor before making investment decisions. Past performance does not guarantee future results.

package/selected-skills/InvestSkill/LICENSE

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+MIT License
+
+Copyright (c) 2026 yennanliu
+
+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.