@v587d/capital-generation 2.7.1 → 2.7.3

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

@@ -1,529 +0,0 @@
-# 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