@v587d/capital-generation 2.7.1 → 2.7.3

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

@@ -1,475 +0,0 @@
-# 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)**