@v587d/capital-generation 2.7.1 → 2.7.3
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +80 -0
- package/README.md +9 -7
- package/THIRD_PARTY_NOTICES.md +65 -24
- package/capital-config/client.js +2 -2
- package/capital-config/package.json +1 -1
- package/capital-watchlist/package.json +1 -1
- package/chart-ui/package.json +1 -1
- package/lib/web-retriever/local-fetch.d.ts +1 -1
- package/lib/web-retriever/local-fetch.js +1 -1
- package/lib/web-retriever/wind-client.d.ts +1 -1
- package/lib/web-retriever/wind-client.js +1 -1
- package/package.json +3 -1
- package/selected-skills/InvestSkill/UPSTREAM.md +9 -0
- package/selected-skills/catalog.js +200 -0
- package/selected-skills/china-stock-research-skills/UPSTREAM.md +2 -1
- package/selected-skills/investment-skills/UPSTREAM.md +2 -1
- package/selected-skills/peter-lynch-skill/LICENSE +21 -0
- package/selected-skills/peter-lynch-skill/UPSTREAM.md +72 -0
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/SKILL.md +142 -0
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/deep/methodology.md +587 -0
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/deep/system-prompt.md +102 -0
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/deep/web-research.md +471 -0
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/disclaimer.md +2 -0
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/filing-rules.md +64 -0
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/quick/methodology.md +195 -0
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/quick/system-prompt.md +72 -0
- package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/quick/web-research.md +379 -0
- package/selected-skills/trading-skills/LICENSE +21 -0
- package/selected-skills/trading-skills/UPSTREAM.md +111 -0
- package/selected-skills/trading-skills/skills/catalyst-map/SKILL.md +119 -0
- package/selected-skills/trading-skills/skills/catalyst-map/references/catalyst-framework.md +68 -0
- package/selected-skills/trading-skills/skills/earnings-preview/SKILL.md +124 -0
- package/selected-skills/trading-skills/skills/earnings-preview/references/data-providers.md +26 -0
- package/selected-skills/trading-skills/skills/earnings-preview/references/providers/fmp.md +49 -0
- package/selected-skills/trading-skills/skills/earnings-preview/references/providers/polygon.md +45 -0
- package/selected-skills/trading-skills/skills/earnings-preview/references/providers/tradingeconomics.md +49 -0
- package/selected-skills/trading-skills/skills/earnings-preview/references/relevance-ranking.md +24 -0
- package/selected-skills/trading-skills/skills/earnings-trade-prep/SKILL.md +134 -0
- package/selected-skills/trading-skills/skills/earnings-trade-prep/references/workflow-framework.md +65 -0
- package/selected-skills/trading-skills/skills/evidence-gap-check/SKILL.md +120 -0
- package/selected-skills/trading-skills/skills/evidence-gap-check/references/gap-framework.md +66 -0
- package/selected-skills/trading-skills/skills/execution-plan-check/SKILL.md +121 -0
- package/selected-skills/trading-skills/skills/execution-plan-check/references/execution-checklist.md +70 -0
- package/selected-skills/trading-skills/skills/journal-pattern-analyzer/SKILL.md +120 -0
- package/selected-skills/trading-skills/skills/journal-pattern-analyzer/references/calculation-helpers.md +16 -0
- package/selected-skills/trading-skills/skills/journal-pattern-analyzer/references/pattern-framework.md +74 -0
- package/selected-skills/trading-skills/skills/macro-event-analysis/SKILL.md +122 -0
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/data-providers.md +23 -0
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/interpretation-guide.md +22 -0
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/providers/fmp.md +28 -0
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/providers/tradingeconomics.md +40 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/SKILL.md +117 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/data-providers.md +26 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/providers/fmp.md +46 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/providers/polygon.md +36 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/providers/tradingeconomics.md +46 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/regime-framework.md +23 -0
- package/selected-skills/trading-skills/skills/portfolio-concentration/SKILL.md +119 -0
- package/selected-skills/trading-skills/skills/portfolio-concentration/references/concentration-framework.md +72 -0
- package/selected-skills/trading-skills/skills/portfolio-risk-review/SKILL.md +126 -0
- package/selected-skills/trading-skills/skills/portfolio-risk-review/references/workflow-framework.md +57 -0
- package/selected-skills/trading-skills/skills/position-management/SKILL.md +120 -0
- package/selected-skills/trading-skills/skills/position-management/references/management-framework.md +70 -0
- package/selected-skills/trading-skills/skills/position-sizing/SKILL.md +83 -0
- package/selected-skills/trading-skills/skills/position-sizing/assets/trade-plan-template.md +15 -0
- package/selected-skills/trading-skills/skills/position-sizing/references/calculation-helpers.md +13 -0
- package/selected-skills/trading-skills/skills/position-sizing/references/methodology.md +28 -0
- package/selected-skills/trading-skills/skills/post-trade-debrief/SKILL.md +99 -0
- package/selected-skills/trading-skills/skills/post-trade-debrief/references/workflow-framework.md +51 -0
- package/selected-skills/trading-skills/skills/post-trade-review/SKILL.md +82 -0
- package/selected-skills/trading-skills/skills/post-trade-review/references/review-rubric.md +34 -0
- package/selected-skills/trading-skills/skills/pre-trade-check/SKILL.md +136 -0
- package/selected-skills/trading-skills/skills/pre-trade-check/references/workflow-framework.md +61 -0
- package/selected-skills/trading-skills/skills/risk-reward-sanity-check/SKILL.md +81 -0
- package/selected-skills/trading-skills/skills/risk-reward-sanity-check/references/calculation-helpers.md +14 -0
- package/selected-skills/trading-skills/skills/risk-reward-sanity-check/references/failure-modes.md +9 -0
- package/selected-skills/trading-skills/skills/thesis-validation/SKILL.md +123 -0
- package/selected-skills/trading-skills/skills/thesis-validation/references/thesis-checklist.md +56 -0
- package/selected-skills/trading-skills/skills/watchlist-review/SKILL.md +119 -0
- package/selected-skills/trading-skills/skills/watchlist-review/references/review-framework.md +57 -0
- package/selected-skills/InvestSkill/ADDING-NEW-SKILLS.md +0 -546
- package/selected-skills/InvestSkill/CHANGELOG.md +0 -373
- package/selected-skills/InvestSkill/CI-CD-GUIDE.md +0 -432
- package/selected-skills/InvestSkill/CLAUDE.md +0 -148
- package/selected-skills/InvestSkill/CONTRIBUTING.md +0 -291
- package/selected-skills/InvestSkill/DEPLOYMENTS.md +0 -321
- package/selected-skills/InvestSkill/FAQ.md +0 -509
- package/selected-skills/InvestSkill/GEMINI.md +0 -419
- package/selected-skills/InvestSkill/PLATFORM-COMPATIBILITY.md +0 -529
- package/selected-skills/InvestSkill/README-claude-code.md +0 -435
- package/selected-skills/InvestSkill/README-cursor.md +0 -475
- package/selected-skills/InvestSkill/README-gemini.md +0 -532
- package/selected-skills/InvestSkill/README-ollama.md +0 -106
- package/selected-skills/InvestSkill/README-zh-TW.md +0 -461
- package/selected-skills/InvestSkill/README.md +0 -311
- package/selected-skills/InvestSkill/RELEASE-QUICK-REFERENCE.md +0 -230
- package/selected-skills/InvestSkill/RELEASE_NOTES.md +0 -121
- package/selected-skills/InvestSkill/SECURITY.md +0 -232
- package/selected-skills/InvestSkill/TODO.md +0 -28
- package/selected-skills/InvestSkill/package.json +0 -64
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/README.md +0 -119
- package/selected-skills/china-stock-research-skills/.github/ISSUE_TEMPLATE/bug_report.md +0 -35
- package/selected-skills/china-stock-research-skills/.github/ISSUE_TEMPLATE/skill_request.md +0 -28
- package/selected-skills/china-stock-research-skills/.github/PULL_REQUEST_TEMPLATE.md +0 -15
- package/selected-skills/china-stock-research-skills/CHANGELOG.md +0 -59
- package/selected-skills/china-stock-research-skills/CONTRIBUTING.md +0 -121
- package/selected-skills/china-stock-research-skills/GITHUB_PUBLISHING.md +0 -259
- package/selected-skills/china-stock-research-skills/INSTALL.md +0 -151
- package/selected-skills/china-stock-research-skills/PUBLISH_CHECKLIST.md +0 -165
- package/selected-skills/china-stock-research-skills/README.en.md +0 -209
- package/selected-skills/china-stock-research-skills/README.md +0 -209
- package/selected-skills/china-stock-research-skills/RELEASE_ASSETS.md +0 -222
- package/selected-skills/china-stock-research-skills/ROADMAP.md +0 -45
- package/selected-skills/china-stock-research-skills/SKILLS.md +0 -85
- package/selected-skills/china-stock-research-skills/examples/full-report-flow.md +0 -20
- package/selected-skills/china-stock-research-skills/examples/module-select-cases.md +0 -26
- package/selected-skills/china-stock-research-skills/examples/quickstart-prompts.md +0 -25
- package/selected-skills/investment-skills/.github/workflows/validate.yml +0 -25
- package/selected-skills/investment-skills/.tbd/config.yml +0 -107
- package/selected-skills/investment-skills/README.md +0 -253
- package/selected-skills/investment-skills/docs/development.md +0 -37
- package/selected-skills/investment-skills/docs/roadmap.md +0 -25
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# Security Policy
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InvestSkill takes security seriously. This document outlines our security practices and how to report vulnerabilities responsibly.
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## Security Practices
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### No Data Collection
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### Security Issues
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Include:
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# TODO — InvestSkill
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The curated top five. Everything else — with rationale, effort estimates, and release mapping — lives in the bilingual roadmap: [doc/IMPROVEMENT-ROADMAP.md](doc/IMPROVEMENT-ROADMAP.md) · [繁體中文](doc/IMPROVEMENT-ROADMAP-zh-TW.md). Progress against the roadmap's ten headline items is tracked in its §0 table.
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1. **`full-report --depth comprehensive` runs every framework** — add the frameworks missing since v1.8 (`bear-case` above all) plus the new Tier 1 skills where they fit, swap the alias modules for their targets, add `--skip <skill>`. → roadmap §4.3
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2. **`--lang zh-TW` on every skill + a machine-readable JSON footer** — the remaining two items of the skill contract (§4.1); the footer is what lets `eval-skills.js` and `result-validator` parse results without regex on box-drawing characters.
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3. **Learning lessons: Macro & the Fed Cycle, Options for Stock Investors** — the two §5.1 lessons still open (Lesson 5 has the material); plus self-check quizzes for Lessons 1–8 and the printable cheat sheet (§5.4). → roadmap §5.1, §5.4
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- Learning track Part II — Lessons 9–13 (Before Your First Trade · ETFs · Taxes & Accounts incl. non-US · Earnings Season · Psychology & Process), the "When the Answer Is No" case study, self-check quizzes, glossary 44 → 76 (§5.1–5.3; see `doc/LEARNING-GAP-REVIEW.md`)
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- `scripts/sync-prompts.js`, `scripts/new-skill.js`, `scripts/eval-skills.js`, `scripts/lib/signal-block.js` (§6.1, §6.2, §6.4, §6.11)
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## Deliberately not planned
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{
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"cursor",
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# US Stock Analysis Plugin
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Professional investment analysis and stock evaluation skills for US markets.
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## Skills Included
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### 1. `/stock-eval` - US Stock Evaluation
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Comprehensive fundamental and valuation analysis of individual US stocks including:
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- Company overview and competitive position
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- Financial health metrics
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- Valuation analysis (P/E, PEG, P/B, etc.)
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- Key financial ratios
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- Peer comparison and investment thesis
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### 2. `/economics-analysis` - US Economics Analysis
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Analyze US economic indicators and their market implications:
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- Growth indicators (GDP, employment, PMI)
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- Inflation metrics (CPI, PCE, PPI)
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- Monetary policy and Fed stance
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- Market sentiment indicators
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- Sector rotation recommendations
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### 3. `/fundamental-analysis` - Fundamental Analysis
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Deep-dive fundamental analysis using financial statements:
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- Income statement, balance sheet, cash flow analysis
|
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- Profitability and efficiency metrics
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- Growth and competitive analysis
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- Capital allocation assessment
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- Fair value estimation
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### 4. `/technical-analysis` - Technical Analysis
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Technical analysis using charts and indicators:
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- Chart patterns and trend identification
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|
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- Technical indicators (RSI, MACD, Moving Averages)
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- Support/resistance levels
|
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- Volume analysis
|
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- Entry/exit points and price targets
|
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|
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|
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### 5. `/portfolio-review` - Portfolio Review
|
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Comprehensive portfolio analysis and optimization:
|
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|
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- Performance metrics and risk-adjusted returns
|
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|
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- Asset allocation and diversification
|
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|
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- Risk assessment and concentration analysis
|
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- Rebalancing recommendations
|
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|
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- Position-level insights
|
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|
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|
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### 6. `/sector-analysis` - Sector Analysis
|
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US market sector analysis and rotation strategies:
|
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- Sector performance and trends
|
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- Economic cycle positioning
|
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- Fundamental sector metrics
|
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|
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- Macro drivers and catalysts
|
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- Sector rotation recommendations
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|
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|
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## Installation
|
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### From GitHub
|
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```bash
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/plugin marketplace add yennanliu/InvestSkill
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/plugin install us-stock-analysis@invest-skill
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```
|
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### Local Development
|
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```bash
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/plugin marketplace add /path/to/InvestSkill
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/plugin install us-stock-analysis@invest-skill
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```
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## Usage Examples
|
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|
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### Evaluate a Stock
|
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```
|
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/stock-eval AAPL
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|
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```
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### Check Economic Conditions
|
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```
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/economics-analysis
|
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|
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```
|
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### Deep Fundamental Analysis
|
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```
|
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/fundamental-analysis MSFT
|
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|
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```
|
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### Technical Chart Analysis
|
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|
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```
|
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/technical-analysis TSLA
|
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|
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```
|
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### Review Your Portfolio
|
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```
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/portfolio-review [paste portfolio holdings]
|
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|
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```
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|
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|
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### Sector Rotation Analysis
|
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```
|
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/sector-analysis
|
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|
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```
|
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## Requirements
|
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|
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These skills work best when combined with:
|
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- Real-time market data access
|
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- Financial statement databases
|
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- Economic indicator sources
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- Technical charting tools
|
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## License
|
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MIT License - See LICENSE file for details
|
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## Contributing
|
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Contributions welcome! Please open issues or pull requests on GitHub.
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## Disclaimer
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|
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This plugin provides educational analysis and is not financial advice. Always consult with qualified financial advisors before making investment decisions.
|
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---
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name: Bug report
|
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about: Report a problem with a skill, doc, or install flow
|
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|
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title: "[Bug] "
|
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labels: bug
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assignees: ''
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---
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## What happened
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Describe the problem clearly.
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## Steps to reproduce
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## Expected behavior
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Describe what you expected instead.
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## Environment
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- Agent:
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- Install command:
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- OS:
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## Relevant files or skill names
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List the skill or doc involved.
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## Additional context
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Add screenshots, logs, or prompt examples if useful.
|
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---
|
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name: Skill or overlay request
|
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|
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about: Suggest a new reusable skill, overlay, or example
|
|
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title: "[Request] "
|
|
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labels: enhancement
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assignees: ''
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---
|
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## What problem should this solve
|
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Describe the research problem or workflow gap.
|
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## Proposed skill or overlay
|
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Describe the reusable pattern, not only a single stock case.
|
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## Example use cases
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## Suggested public sources
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List the official or accessible sources that should support it.
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## Anything else
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Add extra context if useful.
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## What changed
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## Why it changed
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## Checklist
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- [ ] Kept the workflow generic unless this is intentionally an optional overlay
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- [ ] Preserved `Facts`, `Interpretation`, and `Open Questions` boundaries
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# 更新记录 / Changelog
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[中文](#中文) | [English](#english)
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## 中文
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本文件记录项目的重要变更。
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格式参考 Keep a Changelog,但按本仓库实际情况保持简洁。
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## [0.1.0] - 2026-03-09
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### 新增
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- 发布 A 股股票研究 skills pack 的首个开源版本
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- 新增母 skill:`china-stock-research-orchestrator`
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- 新增 6 个核心研究模块,覆盖战略、业务质量、财务健康度、竞争格局、风险监测、估值框架
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- 新增共享 references,用于统一来源选择、引用规则、披露地图、输出结构与分析模式选择
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- 新增可复用 analysis-pattern overlays,覆盖转型、订单驱动、重资产爬坡、周期、消费、医药政策、出口制造等常见场景
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- 将 IDC 保留为可选示例 overlay,而不是默认框架
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- 新增共享模板,用于证据表、公司事实卡、催化剂日历、估值情景表和 IDC 项目台账
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- 新增开源文档:`INSTALL.md`、`SKILLS.md`、`CONTRIBUTING.md`、`ROADMAP.md`
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- 新增 `examples/` 目录中的使用示例
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- 新增 `.github/` 下的协作模板
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### 引入的设计原则
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- 关键事实必须带可访问来源链接
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- `事实`、`解读`、`待验证问题` 必须严格分层
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- 官方披露优先于评论和媒体摘要
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- 优先复用分析模式,再决定是否加载行业 overlay
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## English
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This file records notable changes to the project.
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The format is loosely based on Keep a Changelog, while staying compact for this repository.
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## [0.1.0] - 2026-03-09
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### Added
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- Initial open-source release of the China stock research skills pack
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- Parent workflow skill: `china-stock-research-orchestrator`
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- Six core research modules for strategy, business quality, financial health, competition, monitoring, and valuation
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- Shared references for source selection, citation rules, disclosure mapping, output structure, and pattern selection
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- Reusable analysis-pattern overlays for transition, project-order, asset-ramp, cyclical, consumer, healthcare-policy, and export-manufacturing cases
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- IDC overlay as an optional example, not the default framework
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- Shared templates for evidence tables, fact sheets, catalyst calendars, valuation scenarios, and IDC project ledgers
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- Open-source docs: `INSTALL.md`, `SKILLS.md`, `CONTRIBUTING.md`, `ROADMAP.md`
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- Usage examples under `examples/`
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- GitHub collaboration templates under `.github/`
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### Design Principles Introduced
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- Facts must carry accessible source links
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- Facts, Interpretation, and Open Questions stay separate
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- Official disclosures outrank commentary
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- Reusable analysis patterns come before sector-specific overlays
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