@v587d/capital-generation 2.7.0 → 2.7.2

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

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+# InvestSkill for Gemini CLI
+
+Professional investment analysis prompts for Gemini CLI. 21 universal frameworks 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 gemini
+```
+
+Appends an InvestSkill block to `GEMINI.md` (your existing content is kept) and installs the frameworks into `.investskill/prompts/`.
+
+### Installation — clone the repo
+
+Gemini CLI automatically loads `GEMINI.md` when you run it in the project directory.
+
+```bash
+# Navigate to InvestSkill
+cd /path/to/InvestSkill
+
+# Start Gemini CLI
+gemini
+
+# GEMINI.md auto-loaded!
+```
+
+### First Analysis
+
+In Gemini CLI:
+
+```
+> @prompts/stock-eval.md Evaluate Apple (AAPL)
+```
+
+Or reference directly:
+
+```
+> @prompts/stock-valuation.md What's a fair valuation for Microsoft?
+```
+
+---
+
+## All 21 Frameworks
+
+### Core Analysis (6)
+```
+@prompts/stock-eval.md                  # Stock evaluation with quality scoring
+@prompts/stock-valuation.md             # Multi-method valuation (DCF + comps + EV)
+@prompts/fundamental-analysis.md        # Financial statement analysis
+@prompts/technical-analysis.md          # Chart patterns and indicators
+@prompts/dcf-valuation.md              # DCF intrinsic value model
+@prompts/economics-analysis.md          # Macro indicators and recession risk
+```
+
+### Financial Reports (3)
+```
+@prompts/financial-report-analyst.md    # 10-K, 10-Q, annual report analysis
+@prompts/10k-digest.md                  # Structured digest doc (EN or 繁體中文)
+@prompts/earnings-call-analysis.md      # Earnings call sentiment and themes
+```
+
+### Market Monitoring (4)
+```
+@prompts/insider-trading.md             # SEC Form 4 insider activity
+@prompts/institutional-ownership.md     # 13F institutional holdings tracking
+@prompts/dividend-analysis.md           # Dividend safety and yield analysis
+@prompts/short-interest.md              # Short squeeze potential
+```
+
+### Advanced Analysis (4)
+```
+@prompts/competitor-analysis.md         # Economic moat and Porter's Five Forces
+@prompts/options-analysis.md            # Options strategy selection
+@prompts/portfolio-review.md            # Portfolio allocation and optimization
+@prompts/sector-analysis.md             # Sector rotation opportunities
+```
+
+### Comprehensive Research (3)
+```
+@prompts/research-bundle.md             # All frameworks combined
+@prompts/full-report.md                 # Interactive HTML report generation
+```
+
+### Meta-Analysis (3)
+```
+@prompts/result-validator.md            # Analysis confidence scoring
+@prompts/chart-master.md                # Data visualization
+@prompts/report-generator.md            # HTML/PDF report export
+```
+
+---
+
+## Usage Examples
+
+### Basic Stock Analysis
+
+```
+# Stock evaluation
+> @prompts/stock-eval.md Evaluate Apple (AAPL) using Piotroski F-Score
+
+# Valuation analysis
+> @prompts/stock-valuation.md What's a fair valuation for Microsoft?
+
+# Fundamental deep dive
+> @prompts/fundamental-analysis.md Deep analysis of NVIDIA's financials
+
+# Technical setup
+> @prompts/technical-analysis.md What are Tesla's key technical levels?
+
+# Economic context
+> @prompts/economics-analysis.md Is a recession likely in the next 12 months?
+```
+
+### Financial Data Analysis
+
+**Analyze 10-K filing:**
+```
+> @prompts/financial-report-analyst.md
+[paste 10-K text here]
+
+Extract key accounting red flags and management quality indicators
+```
+
+**Analyze earnings transcript:**
+```
+> @prompts/earnings-call-analysis.md
+[paste earnings call transcript]
+
+What's the management tone and guidance outlook?
+```
+
+**Review portfolio:**
+```
+> @prompts/portfolio-review.md
+AAPL: 30%
+MSFT: 25%
+NVDA: 20%
+JNJ: 15%
+TSLA: 10%
+
+Is my allocation optimal?
+```
+
+### Stock Comparison
+
+```
+# Compare valuations
+> @prompts/stock-valuation.md Compare AAPL vs MSFT valuations
+
+# Compare fundamentals
+> @prompts/fundamental-analysis.md Compare AAPL and MSFT balance sheets
+
+# Multi-stock research
+> @prompts/research-bundle.md Provide comprehensive analysis and comparison:
+- AAPL
+- MSFT
+- GOOGL
+```
+
+### Specialized Analysis
+
+```
+# Dividend safety
+> @prompts/dividend-analysis.md Is the JNJ dividend safe?
+
+# Short squeeze
+> @prompts/short-interest.md What's the short squeeze potential in GME?
+
+# Options strategy
+> @prompts/options-analysis.md Find bullish option strategies for AAPL earnings
+
+# Competitive moat
+> @prompts/competitor-analysis.md Does Apple have a defensible moat?
+
+# Insider activity
+> @prompts/insider-trading.md What are insiders buying at Tesla?
+
+# Smart money tracking
+> @prompts/institutional-ownership.md Which institutions are rotating into tech?
+
+# Sector opportunities
+> @prompts/sector-analysis.md Which sectors should I rotate into?
+```
+
+### Full Research Bundle
+
+```
+# Complete analysis (all frameworks)
+> @prompts/research-bundle.md Provide complete analysis on Apple (AAPL)
+
+# Quick version
+> @prompts/research-bundle.md Quick analysis of Microsoft (MSFT)
+
+# Multi-stock comparison
+> @prompts/research-bundle.md Compare AAPL, MSFT, and GOOGL comprehensively
+```
+
+---
+
+## Features
+
+✅ **18 Professional Analysis Frameworks**
+- Universal prompts (AI-agnostic)
+- No Gemini-specific syntax needed
+- Works with any AI model via Gemini CLI
+
+✅ **File Reference Support**
+- Use `@prompts/<name>.md` syntax
+- Auto-loads from project directory
+- Supports all 18 analysis types
+
+✅ **Financial Data Integration**
+- Paste SEC filings (10-K, 10-Q)
+- Paste earnings transcripts
+- Paste financial statements
+- Reference documents inline
+
+✅ **Session Memory**
+- Gemini CLI remembers conversation context
+- Ask follow-up questions naturally
+- Multi-turn analysis chains
+
+✅ **Model Agnostic**
+- Works with all Gemini models
+- Works with any Claude model
+- Works with any AI accessible via Gemini CLI
+
+---
+
+## Installation & Troubleshooting
+
+### Verify Installation
+
+Check Gemini CLI is installed:
+```bash
+gemini --version
+```
+
+Check InvestSkill is accessible:
+```bash
+ls GEMINI.md     # Should exist
+ls prompts/      # Should have 18 files
+```
+
+### Common Issues
+
+**Prompts not found:**
+```bash
+# Make sure you're in InvestSkill directory
+pwd  # Should end with InvestSkill
+
+# Verify prompts/ directory
+ls prompts/ | wc -l  # Should show 17 (report-generator excluded)
+
+# Start fresh
+gemini
+```
+
+**@prompts/ references not working:**
+```bash
+# Verify file path
+ls prompts/stock-valuation.md  # Should exist
+
+# Check GEMINI.md exists
+ls GEMINI.md
+
+# Restart Gemini
+gemini
+```
+
+**Gemini CLI not installed:**
+```bash
+# Install via npm
+npm install -g @google/gemini-cli
+
+# Or check official docs
+# https://gemini.ai
+```
+
+---
+
+## Advanced Usage
+
+### Multi-Framework Analysis
+
+Run multiple analyses in sequence:
+
+```
+> @prompts/stock-eval.md for NVDA
+
+> @prompts/technical-analysis.md for NVDA  
+
+> @prompts/institutional-ownership.md for NVDA
+
+Synthesize findings into consolidated investment view
+```
+
+### Scenario Analysis
+
+Ask follow-up questions within conversation:
+
+```
+> @prompts/dcf-valuation.md Build a DCF model for Microsoft
+
+Follow-up questions (in same session):
+> What if revenue growth slows to 8%?
+> How sensitive is valuation to WACC?
+> What's the downside case?
+> What's the bull/bear range?
+```
+
+### Custom Analysis Chains
+
+Build complete due diligence workflow:
+
+```
+> @prompts/stock-eval.md Quality evaluation for AAPL
+
+> @prompts/fundamental-analysis.md Financial analysis for AAPL
+
+> @prompts/technical-analysis.md Technical setup for AAPL
+
+> @prompts/stock-valuation.md Valuation for AAPL
+
+> @prompts/competitor-analysis.md Competitive moat for AAPL
+
+Provide integrated investment thesis
+```
+
+### Batch Analysis
+
+Analyze multiple companies:
+
+```
+> @prompts/research-bundle.md Analyze and compare:
+AAPL
+MSFT
+GOOGL
+NVDA
+
+Focus on valuation and competitive positioning
+```
+
+---
+
+## 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. Use File References
+```
+# Most reliable
+> @prompts/stock-valuation.md Analyze AAPL
+
+# Also works (natural language)
+> What's the valuation for Apple?
+```
+
+### 2. Provide Context Data
+```
+> @prompts/dcf-valuation.md
+Analyze MSFT assuming:
+- Revenue growth: 10% CAGR
+- WACC: 8.5%
+- Terminal growth: 2.5%
+- Current price: $450/share
+```
+
+### 3. Paste Financial Data
+```
+> @prompts/fundamental-analysis.md
+[paste balance sheet and income statement]
+
+Analyze financial quality and trends
+```
+
+### 4. Chain Multiple Analyses
+```
+# Start first analysis
+> @prompts/stock-eval.md Evaluate NVDA quality
+
+# Add follow-up
+> Then @prompts/technical-analysis.md for NVDA chart patterns
+
+# Add more
+> Also @prompts/institutional-ownership.md for smart money positioning
+```
+
+### 5. Ask Follow-Up Questions
+Gemini CLI remembers conversation context:
+
+```
+> @prompts/stock-valuation.md Value Microsoft
+
+> What if cloud revenue growth slows?
+> How sensitive is valuation to margin assumptions?
+> What's the downside scenario?
+```
+
+---
+
+## CLI Tips
+
+### Navigation
+```bash
+# See available prompts
+ls prompts/
+
+# View a specific prompt
+cat prompts/stock-valuation.md
+
+# Check line count
+wc -l prompts/*.md
+```
+
+### Piping to Other Tools
+```bash
+# Save analysis to file
+# In Gemini: > @prompts/stock-eval.md AAPL
+# Then: copy output to file.txt
+
+# Search output
+# grep "BULLISH" output.txt
+```
+
+---
+
+## Documentation
+
+### Gemini Specific
+- This file (README-gemini.md)
+- [GEMINI.md](GEMINI.md) — Project instructions
+
+### 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
+
+**Gemini not responding:**
+- Check internet connection
+- Verify Gemini CLI is running
+- Try simpler prompt first
+
+**Prompts too long:**
+- Use specific sections
+- Break into multiple queries
+- Check token limits
+
+---
+
+## Legal Disclaimer
+
+This toolkit 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, Cursor, Copilot, Universal), see:
+
+📖 **[README.md](README.md)**

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

@@ -0,0 +1,106 @@
+# InvestSkill for Ollama
+
+Run all 25 InvestSkill frameworks on **local open-source models** (Qwen, Llama, DeepSeek, Mistral…) via [Ollama](https://ollama.com) — no API key, no per-token cost, and your data stays on your machine.
+
+**For multi-platform setup**, see [README.md](README.md).
+
+---
+
+## How it works
+
+InvestSkill has no runtime — every framework is a plain-markdown prompt in [`prompts/`](prompts/). "Using it with Ollama" just means feeding one of those prompts to a local model. There is one thing to get right:
+
+> ⚠️ **The frameworks need live market data** (current price, filings, earnings). A model in `ollama run` has **no internet** — it only sees what you give it. So pick a path:
+
+| Path | Live data | Best for |
+|------|:---------:|----------|
+| **A — Plain `ollama run`** — paste the framework, then paste the data yourself | Manual | Quick, fully private, zero setup |
+| **B — Tool-capable client** pointed at Ollama's OpenAI-compatible endpoint (Open WebUI, Continue.dev, Cline…) with a web-search tool enabled | Automatic | Full experience, closest to Claude Code / Gemini |
+
+The framework files are identical either way — only how the model gets its data differs.
+
+---
+
+## Quick start
+
+### 1. Install Ollama and pull a model
+
+```bash
+# https://ollama.com/download
+ollama pull qwen2.5:32b        # recommended floor for reliable formatting + tool use
+```
+
+### 2. Get the frameworks
+
+```bash
+curl -fsSL https://raw.githubusercontent.com/yennanliu/InvestSkill/main/install.sh | bash -s -- -a any
+```
+
+Drops all frameworks into `.investskill/prompts/` — no config file touched, nothing else installed. (Cloning the repo works just as well.)
+
+### Path A — paste (simplest)
+
+```bash
+ollama run qwen2.5:32b
+```
+
+Paste a framework, then the data it asks for:
+
+```
+>>> [paste the contents of prompts/stock-eval.md]
+
+Evaluate Apple (AAPL). Live data (source: Google Finance, 2026-07-18):
+- Price: $XXX   P/E: XX   Revenue: $XXB   [paste the figures the framework requests]
+```
+
+**Reusable shortcut** — bake a framework into a named model with a Modelfile:
+
+```
+# Modelfile
+FROM qwen2.5:32b
+SYSTEM """
+<paste the full contents of prompts/stock-eval.md here>
+"""
+```
+
+```bash
+ollama create invest-eval -f Modelfile
+ollama run invest-eval "Evaluate AAPL. Data below: ..."
+```
+
+### Path B — automatic data (tool-capable client)
+
+Point any tool-capable client at Ollama's OpenAI-compatible endpoint (`http://localhost:11434/v1`), enable its web-search/fetch tool, and load a `prompts/*.md` file as the system prompt. The model then fetches prices and filings itself — matching the Claude Code / Gemini experience. Common clients: **Open WebUI** (built-in web search), **Continue.dev**, **Cline**.
+
+---
+
+## Recommended models
+
+| Model | Notes |
+|-------|-------|
+| `qwen2.5:32b` · `llama3.1:70b` · `deepseek-r1:32b` | Reliable tables + Signal Block, dependable tool calls — **recommended** |
+| `qwen2.5:14b` | Usable; occasional format drift |
+| any `*:7b` / `*:8b` | Runs, but expect broken tables, skipped data fetches, and hallucinated numbers — not advised for real analysis |
+
+Bigger is better here: the frameworks are long (500–4,200 words) and demand disciplined, structured output.
+
+---
+
+## Honest limitations
+
+- **Output quality tracks model size.** Small local models drop the box-drawing Signal Block, mangle tables, and — worst — invent prices instead of fetching or asking. Prefer ≥ 32B.
+- **No auto-load config.** Unlike Gemini (`GEMINI.md`) or Cursor (`.cursor/rules/`), Ollama has no project config — you load frameworks manually (paste, Modelfile, or client system prompt).
+- **Data access is your setup's job, not Ollama's** — see Path A vs B above.
+- **Always verify the numbers.** The frameworks say never trust training-data prices; on a local model, enforce that yourself.
+
+---
+
+## Documentation
+
+- [README.md](README.md) — all platforms
+- [PLATFORM-COMPATIBILITY.md](PLATFORM-COMPATIBILITY.md) — feature comparison
+- [`prompts/`](prompts/) — the 30 framework files (+ 3 aliases, 1 output tool)
+
+---
+
+*Educational analysis only — not financial advice. Verify independently and consult a qualified advisor.*