@v587d/capital-generation 2.7.0 → 2.7.2

package/selected-skills/catalog.js

@@ -1,18 +1,18 @@
-// Selected-skill metadata owned by Capital Generation. Upstream snapshots remain unchanged.
-export const SELECTED_SKILL_TAGS = Object.freeze([
-  'a-share',
-  'business-analysis',
-  'cash-flow',
-  'competition',
-  'financial-health',
-  'monitoring',
-  'orders',
-  'perspective',
-  'risk',
-  'strategy',
-  'valuation',
-])
+// 快照的 skills 根：repository（= 快照目录名）→ 上游放 SKILL.md 的相对子路径。
+// provider 的 customSkillDirs、test/packaging.test.mjs 的反查路径、test/persona.test.mjs 的
+// files 登记都从这里取，所以"第三颗快照的 skill 不在 <repo>/skills/"这种结构差异只需要改一处。
+// 上游目录结构本身不动（见 docs/dev/selected-skills.md §8.6）。
+export const SELECTED_SKILL_SKILL_DIRS = Object.freeze({
+  'investment-skills': 'skills',
+  'china-stock-research-skills': 'skills',
+  InvestSkill: 'plugins/us-stock-analysis/skills',
+  // 上游把 SKILL.md 放在仓库根，快照因此套了一层 skills/<name>/（理由见该快照的 UPSTREAM.md）。
+  'peter-lynch-skill': 'skills',
+})
 
+// Selected-skill metadata owned by Capital Generation. Upstream snapshots remain unchanged.
+// 能力标签的词表就是下面 SELECTED_SKILL_TAG_LABELS 的键：卡片按条目实际用到的标签现算筛选条，
+// 少一套语言的显示名就会露出英文原词（test/capital-config.test.mjs 钉着）。
 export const SELECTED_SKILL_CATALOG = Object.freeze([
   {
     key: 'buffettFramework',
@@ -147,6 +147,557 @@ export const SELECTED_SKILL_CATALOG = Object.freeze([
       en: 'Cold-start experiment; it does not make final valuation or trading recommendations.',
     },
   },
+  {
+    key: 'tenKDigest',
+    name: '10k-digest',
+    label: { zh: '年报（10-K）逐节精读', en: '10-K Report Digest' },
+    description: {
+      zh: '逐节精读美股年报 10-K，产出摘要、分节要点、关键指标与可核对的出处引用。',
+      en: 'Reads a 10-K section by section into an abstract, section summaries, key metrics and sourced references.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'filings', 'business-analysis'],
+    riskNote: {
+      zh: '实验性质；章节口径按美股 10-K 写，A 股年报的披露结构不同，不能直接平移。',
+      en: 'Experimental; the section map follows US 10-K disclosure and does not transfer to A-share annual reports.',
+    },
+  },
+  {
+    key: 'bearCase',
+    name: 'bear-case',
+    label: { zh: '空头视角红队反驳', en: 'Bear Case Red Team' },
+    description: {
+      zh: '针对一个看多论点刻意构建最强的反面论证，逐条找出反证与脆弱假设。',
+      en: 'Builds the strongest deliberate short-side counter-argument to a bullish thesis, with counterevidence.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'risk', 'perspective'],
+    riskNote: {
+      zh: '实验性质；只做反面论证，不构成卖出或做空建议，也不预测跌幅。',
+      en: 'Experimental; a counter-argument only, not a sell or short recommendation and no downside forecast.',
+    },
+  },
+  {
+    key: 'catalystCalendar',
+    name: 'catalyst-calendar',
+    label: { zh: '90 天催化剂日历', en: 'Catalyst Calendar' },
+    description: {
+      zh: '列出未来 90 天的事件催化剂与预期影响，用来安排复查节奏。',
+      en: 'Lists upcoming catalysts over a 90-day window with expected impact and a review cadence.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'earnings', 'monitoring'],
+    riskNote: {
+      zh: '实验性质；事件影响是定性判断，不预测具体涨跌。',
+      en: 'Experimental; catalyst impact is qualitative and does not forecast price moves.',
+    },
+  },
+  {
+    key: 'competitorAnalysis',
+    name: 'competitor-analysis',
+    label: { zh: '直接对手与护城河', en: 'Competitor Analysis' },
+    description: {
+      zh: '围绕一家公司与其直接对手做护城河、市场地位与行业格局分析。',
+      en: 'Moat, market position and industry dynamics for one company against its direct rivals.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'competition', 'business-analysis', 'risk'],
+    riskNote: {
+      zh: '与「行业竞争与护城河」视角重叠，同业名单与口径按美股披露取材；结论仍要回到公开证据。',
+      en: 'Overlaps the industry/moat lens; peer sets follow US disclosure, so conclusions still need public evidence.',
+    },
+  },
+  {
+    key: 'dividendAnalysis',
+    name: 'dividend-analysis',
+    label: { zh: '分红回购与资本配置', en: 'Dividend & Capital Allocation' },
+    description: {
+      zh: '把分红、回购、并购、债务管理与自由现金流去向合起来看资本配置纪律。',
+      en: 'Reviews dividends, buybacks, M&A, debt and FCF deployment as one capital-allocation discipline.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'capital-allocation', 'cash-flow', 'valuation'],
+    riskNote: {
+      zh: '实验性质；不承诺股息可持续性，也不预测收益。',
+      en: 'Experimental; it does not promise dividend sustainability or returns.',
+    },
+  },
+  {
+    key: 'earningsCallAnalysis',
+    name: 'earnings-call-analysis',
+    label: { zh: '业绩电话会文本分析', en: 'Earnings Call Analysis' },
+    description: {
+      zh: '从业绩电话会纪要里读情绪、主题与管理层口径的变化。',
+      en: 'Reads sentiment, themes and shifts in management tone from earnings call transcripts.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'earnings', 'perspective'],
+    riskNote: {
+      zh: '必须先拿到纪要原文；没有原文时不许凭印象补写管理层表态。',
+      en: 'Needs the actual transcript; never reconstruct management remarks from memory.',
+    },
+  },
+  {
+    key: 'earningsPreview',
+    name: 'earnings-preview',
+    label: { zh: '财报前三档情景推演', en: 'Earnings Preview' },
+    description: {
+      zh: '对比一致预期与期权隐含波动，给出超预期/符合/不及三档情景与各自要盯的指标。',
+      en: 'Compares consensus with the implied move and lays out beat / in-line / miss scenarios with watch KPIs.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'earnings', 'risk', 'monitoring'],
+    riskNote: {
+      zh: '实验性质；正文每档情景带仓位写法，只当推演练习，不是交易指令。',
+      en: 'Experimental; each scenario carries position wording — read it as a rehearsal, not a trade instruction.',
+    },
+  },
+  {
+    key: 'economicsAnalysis',
+    name: 'economics-analysis',
+    label: { zh: '美国宏观指标解读', en: 'US Economics Analysis' },
+    description: {
+      zh: '解读美国宏观数据与利率路径，并交代它传导到市场的路径。',
+      en: 'Interprets US macro prints and the rate path, and spells out the transmission to markets.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'macro', 'risk'],
+    riskNote: {
+      zh: '口径是美国宏观，对 A 股只能当外部环境变量，不直接推政策。',
+      en: 'US macro only; for A-shares treat it as an external condition, not a policy read.',
+    },
+  },
+  {
+    key: 'etfAnalysis',
+    name: 'etf-analysis',
+    label: { zh: 'ETF 尽调与契合度评分', en: 'ETF Analysis' },
+    description: {
+      zh: '费率、跟踪误差、流动性、成分集中度与持仓重叠，汇成一枚 ETF 契合度评分。',
+      en: 'Expense ratio, tracking difference, liquidity, concentration and overlap rolled into a fitness score.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'instruments', 'portfolio', 'risk'],
+    riskNote: {
+      zh: '实验性质；评分衡量结构特征，不代表收益预期。',
+      en: 'Experimental; the score describes structure, not expected return.',
+    },
+  },
+  {
+    key: 'factCheck',
+    name: 'fact-check',
+    label: { zh: '逐条主张核验与补引用', en: 'Fact Check' },
+    description: {
+      zh: '把报告里的每个数字与事实主张拆出来逐条比对一手来源，标注已核验/不符/无法核验并回填引用。',
+      en: 'Extracts every figure and claim, checks each against a primary source, and marks verified / mismatch / unverifiable.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'filings', 'verification'],
+    riskNote: {
+      zh: '一手来源清单按 SEC 文件、公司 IR、FRED 与交易所数据写；A 股材料要换成公告与官方披露。',
+      en: 'Its primary-source list is SEC / IR / FRED / exchange data; swap in announcements and official disclosure for A-shares.',
+    },
+  },
+  {
+    key: 'financialReportAnalyst',
+    name: 'financial-report-analyst',
+    label: { zh: '财报质量与红旗解读', en: 'Financial Report Analyst' },
+    description: {
+      zh: '从 10-K / 10-Q 读报表质量、异常红旗与一个可交代出处的信号。',
+      en: 'Reads statement quality, red flags and one sourced signal from 10-K / 10-Q filings.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'filings', 'financial-health', 'risk'],
+    riskNote: {
+      zh: '实验性质；红旗是提示复查的线索，不是结论。',
+      en: 'Experimental; red flags are prompts to re-check, not conclusions.',
+    },
+  },
+  {
+    key: 'industryMap',
+    name: 'industry-map',
+    label: { zh: '产业链地图与咽喉点', en: 'Industry Map' },
+    description: {
+      zh: '把上下游画成有向图，定位公司位置、找供需瓶颈与利润池，并派生二线线索。',
+      en: 'Maps the value chain as a directed graph to locate the company, find chokepoints and second-order ideas.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'macro', 'competition', 'business-analysis'],
+    riskNote: {
+      zh: '实验性质；产业链判断仍需逐条回到公开证据。',
+      en: 'Experimental; value-chain reads still need claim-by-claim public evidence.',
+    },
+  },
+  {
+    key: 'insiderTrading',
+    name: 'insider-trading',
+    label: { zh: '内部人增减持追踪', en: 'Insider Trading' },
+    description: {
+      zh: '从 SEC Form 4 追踪高管与董事的增减变动并做解读。',
+      en: 'Tracks executive and director buying and selling from SEC Form 4 filings.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'filings', 'monitoring', 'perspective'],
+    riskNote: {
+      zh: '依赖美国内部人申报制度；A 股要换成大股东与董监高变动公告，口径不可直接平移。',
+      en: 'Assumes US insider filings; A-shares need major-holder and director-change announcements instead.',
+    },
+  },
+  {
+    key: 'institutionalOwnership',
+    name: 'institutional-ownership',
+    label: { zh: '机构持仓变动', en: 'Institutional Ownership' },
+    description: {
+      zh: '从 13F 文件读机构持仓变化，识别机构资金的迁移方向。',
+      en: 'Reads changes in institutional holdings from 13F filings to spot where the money is moving.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'filings', 'monitoring'],
+    riskNote: {
+      zh: '13F 有一个季度滞后且不含空头仓位；读成趋势之前先记住这两点。',
+      en: '13F lags a quarter and omits shorts — remember both before reading it as a trend.',
+    },
+  },
+  {
+    key: 'learningCoach',
+    name: 'learning-coach',
+    label: { zh: '把分析讲成课程', en: 'Learning Coach' },
+    description: {
+      zh: '像导师一样逐指标解释一份分析结果，再反问 3–5 个检验理解的问题。',
+      en: 'Explains an analysis metric by metric in plain words, then asks 3–5 Socratic questions.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['education', 'perspective'],
+    riskNote: {
+      zh: '教学性质；它解释的是上游分析的口径，不额外产生投资判断。',
+      en: 'Educational; it explains the analysis it is handed and forms no investment view of its own.',
+    },
+  },
+  {
+    key: 'optionsAnalysis',
+    name: 'options-analysis',
+    label: { zh: '期权希腊字母与隐波', en: 'Options Analysis' },
+    description: {
+      zh: '看希腊字母、隐含波动率与策略适配度，用来理解期权的风险形状。',
+      en: 'Reviews Greeks, implied volatility and strategy fit to characterise an options risk shape.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'instruments', 'risk'],
+    riskNote: {
+      zh: '实验性质；只解释期权风险，不推荐具体合约或策略组合。',
+      en: 'Experimental; it explains options risk and does not recommend contracts or spreads.',
+    },
+  },
+  {
+    key: 'portfolioReview',
+    name: 'portfolio-review',
+    label: { zh: '组合表现与配置偏离', en: 'Portfolio Review' },
+    description: {
+      zh: '复盘组合的收益来源、集中度与配置偏离，并列出需要盯的观察项。',
+      en: 'Reviews portfolio performance, concentration and allocation drift, with items to watch.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'portfolio', 'risk'],
+    riskNote: {
+      zh: '与本插件自带的组合复盘流程重叠；这条按美股语境给观察清单，仓位动作仍由使用者决定。',
+      en: 'Overlaps the built-in portfolio review; this one gives a US-context watchlist and leaves position moves to you.',
+    },
+  },
+  {
+    key: 'positionLadder',
+    name: 'position-ladder',
+    label: { zh: '分批建仓与摊薄节奏', en: 'Position Ladder' },
+    description: {
+      zh: '把建仓拆成分批的股数上下限与加减仓节奏，并检查批次记账、洗售窗口与总收益口径。',
+      en: 'Plans a staged entry with share-count floors and ceilings, trim/re-add cadence, lot and wash-sale checks.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'portfolio', 'monitoring'],
+    riskNote: {
+      zh: '正文里的股数区间是推演用的练习，不是买卖指令；本插件不提供投资建议，仓位决定在使用者。',
+      en: 'Its share-count ranges are rehearsal arithmetic, not orders; this plugin gives no investment advice.',
+    },
+  },
+  {
+    key: 'resultValidator',
+    name: 'result-validator',
+    label: { zh: '分析结果置信度评分', en: 'Result Validator' },
+    description: {
+      zh: '从数据质量、方法一致性与信号冲突三个维度，给一份分析结果打置信度分。',
+      en: 'Scores an analysis\'s confidence across data quality, methodology and signal consistency.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['verification', 'perspective'],
+    riskNote: {
+      zh: '打的是数据与方法自洽度，不等于预测准确率，也不承诺表现。',
+      en: 'It grades internal data/method consistency, not forecast accuracy or future performance.',
+    },
+  },
+  {
+    key: 'riskStressTest',
+    name: 'risk-stress-test',
+    label: { zh: '组合压力测试与风险预算', en: 'Risk Stress Test' },
+    description: {
+      zh: 'beta 加权敞口、历史情景重放、VaR / CVaR、最大回撤估计与流动性退出天数。',
+      en: 'Beta-weighted exposure, historical scenario replay, VaR / CVaR, drawdown estimates and days to exit.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'portfolio', 'risk', 'macro'],
+    riskNote: {
+      zh: '模型化估计，假设一变结果就变；不构成风控额度，也不是减仓指令。',
+      en: 'Model output moves with every assumption; this is not a risk limit or a de-risking order.',
+    },
+  },
+  {
+    key: 'sectorAnalysis',
+    name: 'sector-analysis',
+    label: { zh: '板块相对强弱与轮动', en: 'Sector Analysis' },
+    description: {
+      zh: '看美国各板块的相对强弱与轮动线索，并交代判断依据。',
+      en: 'Reviews US sector positioning and rotation clues, and states what each read rests on.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'macro', 'competition'],
+    riskNote: {
+      zh: '板块分类按美股口径，与 A 股行业分类不可直接对照。',
+      en: 'Sector taxonomy is US-market; it does not line up with A-share industry classification.',
+    },
+  },
+  {
+    key: 'shortInterest',
+    name: 'short-interest',
+    label: { zh: '空头持仓与挤压条件', en: 'Short Interest' },
+    description: {
+      zh: '读空头比例、回补成本与挤压条件，并检查利空堆积信号。',
+      en: 'Analyses short ratio, cost to cover, squeeze conditions and bearish positioning signals.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'filings', 'monitoring', 'risk'],
+    riskNote: {
+      zh: '空头数据是滞后披露；当成实时结论之前先核对口径与截止日期。',
+      en: 'Short data is reported with a lag — check basis and as-of date before reading it as live.',
+    },
+  },
+  {
+    key: 'stockEval',
+    name: 'stock-eval',
+    label: { zh: '基本面与估值综合评估', en: 'Stock Evaluation' },
+    description: {
+      zh: '把财务质量、成长、估值与风险合到一次综合评估里，并输出一个可交代出处的结论。',
+      en: 'Combines quality, growth, valuation and risk into one evaluation with a sourced conclusion.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'business-analysis', 'financial-health', 'valuation', 'risk'],
+    riskNote: {
+      zh: '上游已把 fundamental-analysis 合入本条；综合结论仍是美股口径，不替代本插件既有研究流程。',
+      en: 'Upstream folded fundamental-analysis in; the read is US-context and does not replace Capital\'s own research flow.',
+    },
+  },
+  {
+    key: 'stockScreener',
+    name: 'stock-screener',
+    label: { zh: '多标的横向打分排序', en: 'Stock Screener' },
+    description: {
+      zh: '按估值、质量、动量、情绪与成长五个维度给一篮子标的打分并排序。',
+      en: 'Screens and ranks a list of US stocks across valuation, quality, momentum, sentiment and growth.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'valuation', 'business-analysis', 'technicals'],
+    riskNote: {
+      zh: '排序只反映当期打分口径，不预测未来表现；标的清单与数据来源仍要走本插件的取数链路。',
+      en: 'Ranking reflects the current scoring inputs only, not future performance; data still comes via Capital\'s own sources.',
+    },
+  },
+  {
+    key: 'stockValuation',
+    name: 'stock-valuation',
+    label: { zh: '四方法估值区间', en: 'Stock Valuation' },
+    description: {
+      zh: 'DCF、可比公司、EV 倍数与剩余收益一起出估值区间，并逐条交代假设。',
+      en: 'Values a company with DCF, comparables, EV multiples and residual income, stating every assumption.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'valuation', 'cash-flow'],
+    riskNote: {
+      zh: '区间随假设大幅移动；输出不等于目标价，也不是买卖建议。',
+      en: 'Ranges swing with assumptions; the output is not a price target or a trade call.',
+    },
+  },
+  {
+    key: 'taxLens',
+    name: 'tax-lens',
+    label: { zh: '美国税务视角检视清单', en: 'Tax Lens' },
+    description: {
+      zh: '长短期资本利得、洗售窗口、合格股息持有期、批次选择与年度税负拖累的检视清单。',
+      en: 'Checks short vs. long-term gains, wash-sale windows, qualified dividends, lot selection and estimated tax drag.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'tax', 'portfolio'],
+    riskNote: {
+      zh: '只讲美国税制且止于教育口径；中国大陆的税务与账户安排请咨询专业人士。',
+      en: 'US tax mechanics, educational only; get professional advice for mainland-China tax and account matters.',
+    },
+  },
+  {
+    key: 'technicalAnalysis',
+    name: 'technical-analysis',
+    label: { zh: '技术面与指标解读', en: 'Technical Analysis' },
+    description: {
+      zh: '用均线、成交量、RSI / MACD 等指标读趋势、关键价位与复查触发条件。',
+      en: 'Reads trend and key levels with moving averages, volume, RSI and MACD, plus re-check triggers.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'technicals', 'monitoring'],
+    riskNote: {
+      zh: '技术信号只给复查条件，不预测方向；不要把图形结论写成事实。',
+      en: 'Technical signals are re-check triggers, not direction forecasts — do not present them as facts.',
+    },
+  },
+  {
+    key: 'thesisTracker',
+    name: 'thesis-tracker',
+    label: { zh: '投资论点存档与复核', en: 'Thesis Tracker' },
+    description: {
+      zh: '写下论点的 KPI、失效条件与催化剂，之后按新数据复查并给出维持 / 走弱 / 失效。',
+      en: 'Records KPIs, invalidation triggers and catalysts, then re-checks them as INTACT / WEAKENED / BROKEN.',
+    },
+    owner: 'yennanliu',
+    repository: 'InvestSkill',
+    status: 'experimental',
+    lastCommit: '2026-09-25',
+    reviewBy: '2026-11-06',
+    tags: ['us-stock', 'verification', 'monitoring', 'perspective'],
+    riskNote: {
+      zh: '上游假设能把论点落盘；在本插件下文件写在工作目录并服从当前会话权限。',
+      en: 'Upstream assumes it can save files; under Capital it writes into the session workspace and obeys its permissions.',
+    },
+  },
+  {
+    key: 'peterLynchResearch',
+    name: 'peter-lynch-skill',
+    label: { zh: '彼得·林奇式个股研究', en: 'Peter Lynch Research' },
+    description: {
+      zh: '给一个代码或公司名，走快筛（SKIP / WATCHLIST / DEEP RESEARCH）或完整尽调，生意理解、分类与估值放在同一套检查里，每条主张配可点开的来源链接。美股与境外上市口径。',
+      en: 'Screens a ticker or company fast (SKIP / WATCHLIST / DEEP RESEARCH) or runs full due diligence, with linked sources under every claim. US and overseas-listing conventions.',
+    },
+    owner: 'DjNero11',
+    repository: 'peter-lynch-skill',
+    status: 'watchlist',
+    lastCommit: '2026-06-28',
+    reviewBy: '2026-11-06',
+    tags: ['peter-lynch', 'us-stock', 'valuation', 'risk', 'verification'],
+    riskNote: {
+      zh: '冷启动实验；上游仅两次提交、自 2026-06-28 起无更新，启用前请自行复核来源。X/10 衡量的是论点自洽度与结构特征，不预测表现，也不构成买卖建议。',
+      en: 'Cold-start experiment; upstream has two commits and has been quiet since 2026-06-28, so review the sources before use. The X/10 score rates thesis consistency and structure, not forecast performance, and is not investment advice.',
+    },
+  },
 ])
 
 export const SELECTED_SKILL_TAG_LABELS = Object.freeze({
@@ -154,28 +705,52 @@ export const SELECTED_SKILL_TAG_LABELS = Object.freeze({
     all: '全部',
     'a-share': 'A 股',
     'business-analysis': '业务分析',
+    'capital-allocation': '资本配置',
     'cash-flow': '现金流',
     competition: '竞争格局',
+    earnings: '业绩与电话会',
+    education: '教学',
+    filings: '披露文件',
     'financial-health': '财务健康',
+    instruments: '期权与基金',
+    macro: '宏观与行业',
     monitoring: '监控',
     orders: '订单',
     perspective: '分析视角',
+    'peter-lynch': '彼得·林奇',
+    portfolio: '组合与仓位',
     risk: '风险',
     strategy: '战略',
+    tax: '税务',
+    technicals: '技术面',
+    'us-stock': '美股',
     valuation: '估值',
+    verification: '证据核验',
   },
   en: {
     all: 'All',
     'a-share': 'A-share',
     'business-analysis': 'Business analysis',
+    'capital-allocation': 'Capital allocation',
     'cash-flow': 'Cash flow',
     competition: 'Competition',
+    earnings: 'Earnings',
+    education: 'Education',
+    filings: 'Filings',
     'financial-health': 'Financial health',
+    instruments: 'Options & funds',
+    macro: 'Macro & industry',
     monitoring: 'Monitoring',
     orders: 'Orders',
     perspective: 'Perspective',
+    'peter-lynch': 'Peter Lynch',
+    portfolio: 'Portfolio',
     risk: 'Risk',
     strategy: 'Strategy',
+    tax: 'Tax',
+    technicals: 'Technicals',
+    'us-stock': 'US equity',
     valuation: 'Valuation',
+    verification: 'Verification',
   },
 })

package/selected-skills/investment-skills/UPSTREAM.md

@@ -5,7 +5,7 @@
 - Upstream commit: `7235d3411601036cc79137fa0aec0d587f2c8e19`
 - License: MIT; see `LICENSE` copied from upstream.
 - Imported content: complete upstream repository snapshot, including the Buffett framework skill and its references. Upstream scripts are retained as source material and are never executed by intake or activation.
-- Local modifications: none to upstream files. This record and the Capital selected-skill catalog are maintained by Capital Generation.
+- Local modifications: one sentence, on the router block. Upstream wrote "Use the bundled deterministic router when a shell is available" and four `python3 scripts/framework.py …` examples; under Capital the root role has no shell (§1.6), so that conditional left a dead end with nothing to fall back to. The sentence now states the two preconditions (a shell **and** a reachable skill directory) and names the fallback: skip the router and open the `references/` file for the chosen module directly, since the router only picks which file to read. No card, workflow, or analytical text was touched; `scripts/framework.py` itself is unmodified. Recorded here per `docs/dev/selected-skills.md` §8.6, and enforced by `test/selected-skills-content.test.mjs` (a file may mention `python3 scripts/` only if it also carries the no-shell fallback). This record and the Capital selected-skill catalog are maintained by Capital Generation.
 - Packaging: a Capital-owned `.npmignore` beside these files excludes `images/` and `viz/` from the published npm package — 2.3 MB of upstream README artwork (the same four PNGs exist twice, in `images/` and `viz/out/`) plus the upstream visualization site; no skill body references either. The complete snapshot stays committed here, so `github:` installs and provenance review are unaffected.
 - Maintenance snapshot (checked 2026-10-08): latest commit 2026-07-22; no later commits observed through the review date (78 days). See [GitHub commit history](https://github.com/finterm-ai/investment-skills/commits/main/).
 - Runtime status: `experimental` / explicit experiment. The skill remains disabled until explicitly selected in Capital settings and is registered only in a Capital root Agent's own scope. Its capability tags and warning are maintained in `selected-skills/catalog.js`.

package/selected-skills/investment-skills/skills/buffett-investment-framework/SKILL.md

@@ -19,7 +19,7 @@ into investment actions.
 5. Apply each card’s question, actions, output, and limits.
 6. Return supported, challenged, or unresolved findings using the output contract.
 
-Use the bundled deterministic router when a shell is available.
+Use the bundled deterministic router when the host gives this role a shell **and** this skill's directory is reachable. Where either is missing — a role-split host that grants no shell, or an install without `scripts/` — skip the router and open the `references/` file for the chosen module directly, using the mapping in *Choose the Workflow* below. The router only decides which file to read; it holds no analysis of its own, so nothing is lost by reading the file.
 From the skill directory, run:
 
 ```bash