@v587d/capital-generation 2.7.1 → 2.7.3

package/selected-skills/catalog.js

@@ -6,6 +6,12 @@ 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',
+  // 上游把 skill 按主题分了两层（skills/<domain>/<name>/），provider 只枚举 skills 根的直接子目录，
+  // 指上去等于发现 0 颗：快照因此平铺掉 <domain>/ 这一层（每颗的 references/、assets/ 跟着走，
+  // 正文链接都在自己目录内，不破）。理由与逐颗原分组记在该快照的 UPSTREAM.md。
+  'trading-skills': 'skills',
 })
 
 // Selected-skill metadata owned by Capital Generation. Upstream snapshots remain unchanged.
@@ -677,6 +683,196 @@ export const SELECTED_SKILL_CATALOG = Object.freeze([
       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.',
+    },
+  },
+  {
+    key: 'catalystMap',
+    name: 'catalyst-map',
+    label: { zh: '催化剂地图', en: 'Catalyst Map' },
+    description: {
+      zh: '把要发生的事件按"影响什么、什么时候影响、会传导到谁"排成注意力优先级，并标出依赖同一事件链的持仓。美股与境外宏观日历口径。',
+      en: 'Ranks upcoming events by what they move, when, and how they transmit across related names, and flags positions hanging on the same event chain. US and overseas calendar conventions.',
+    },
+    owner: 'marian2js',
+    repository: 'trading-skills',
+    status: 'watchlist',
+    lastCommit: '2026-03-16',
+    reviewBy: '2026-11-06',
+    tags: ['trade-discipline', 'macro', 'monitoring', 'us-stock'],
+    riskNote: {
+      zh: '冷启动实验；上游自 2026-03-16 起无提交，启用前请自行复核来源。它排的是注意力优先级，不预测价格走向，也不构成买卖建议。',
+      en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. The map ranks attention, not price direction, and is not investment advice.',
+    },
+  },
+  {
+    key: 'watchlistReview',
+    name: 'watchlist-review',
+    label: { zh: '自选股分诊', en: 'Watchlist Review' },
+    description: {
+      zh: '对使用者给出的自选清单做分诊：哪些值得盯、哪些只作背景、哪些理由已经不成立，并说清移出的是清单条目而不是持仓。',
+      en: 'Triages the watchlist the user supplies into active focus, background monitoring, or removal, and says that what comes off is a list entry, not a position.',
+    },
+    owner: 'marian2js',
+    repository: 'trading-skills',
+    status: 'watchlist',
+    lastCommit: '2026-03-16',
+    reviewBy: '2026-11-06',
+    tags: ['trade-discipline', 'portfolio', 'monitoring', 'us-stock'],
+    riskNote: {
+      zh: '冷启动实验；上游自 2026-03-16 起无提交，启用前请自行复核来源。分诊只作用于自选清单，不构成买卖动作；本插件读不到券商账户。',
+      en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. The triage acts on the watchlist only, is not a buy or sell action, and this plugin cannot read a brokerage account.',
+    },
+  },
+  {
+    key: 'evidenceGapCheck',
+    name: 'evidence-gap-check',
+    label: { zh: '证据缺口检查', en: 'Evidence Gap Check' },
+    description: {
+      zh: '把一笔想法还缺的事实、假设与未解问题按"会不会改变判断"排序，说清哪些缺口必须先补、哪些只是降低置信度。',
+      en: 'Ranks the missing facts, assumptions and open questions behind an idea by whether they change the judgement, and separates blocking gaps from confidence gaps.',
+    },
+    owner: 'marian2js',
+    repository: 'trading-skills',
+    status: 'watchlist',
+    lastCommit: '2026-03-16',
+    reviewBy: '2026-11-06',
+    tags: ['trade-discipline', 'verification', 'risk'],
+    riskNote: {
+      zh: '冷启动实验；上游自 2026-03-16 起无提交，启用前请自行复核来源。它只列证据缺口，不给评级、不替使用者决定这笔做不做。',
+      en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. It lists evidence gaps only: no rating, and no decision about whether to take the trade.',
+    },
+  },
+  {
+    key: 'thesisValidation',
+    name: 'thesis-validation',
+    label: { zh: '论点压力测试', en: 'Thesis Validation' },
+    description: {
+      zh: '把一个说法压成可检验的主张：论点、证据、失效条件与时间窗分开写，再判它够不够格进入结构检查。',
+      en: 'Turns a claim into something testable — thesis, evidence, invalidation, timeframe — then judges whether it is ready to be built on.',
+    },
+    owner: 'marian2js',
+    repository: 'trading-skills',
+    status: 'watchlist',
+    lastCommit: '2026-03-16',
+    reviewBy: '2026-11-06',
+    tags: ['trade-discipline', 'verification', 'risk'],
+    riskNote: {
+      zh: '冷启动实验；上游自 2026-03-16 起无提交，启用前请自行复核来源。判的是论点是否自洽可检验，不预测表现，也不构成买卖建议。',
+      en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. It tests whether a thesis is coherent and falsifiable, not how it will perform, and is not investment advice.',
+    },
+  },
+  {
+    key: 'riskRewardSanityCheck',
+    name: 'risk-reward-sanity-check',
+    label: { zh: '盈亏比自洽检查', en: 'Risk-Reward Sanity Check' },
+    description: {
+      zh: '按入场、止损与目标算出盈亏比，再检查这个结构是否自洽：目标是否落在噪声里、止损是否在明显的流动性聚集处。',
+      en: 'Works out the reward-to-risk ratio from entry, stop and target, then tests whether the structure holds — targets inside noise, stops sitting in obvious liquidity pools.',
+    },
+    owner: 'marian2js',
+    repository: 'trading-skills',
+    status: 'watchlist',
+    lastCommit: '2026-03-16',
+    reviewBy: '2026-11-06',
+    tags: ['trade-discipline', 'risk', 'us-stock'],
+    riskNote: {
+      zh: '冷启动实验；上游自 2026-03-16 起无提交，启用前请自行复核来源。比值衡量的是结构自洽与失败面，不是胜率或收益承诺，本插件也不据它给仓位数字。',
+      en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. The ratio measures structural coherence and failure modes, not win rate or returns, and this plugin derives no position size from it.',
+    },
+  },
+  {
+    key: 'executionPlanCheck',
+    name: 'execution-plan-check',
+    label: { zh: '执行计划检查', en: 'Execution Plan Check' },
+    description: {
+      zh: '检查一份交易计划在操作上是否真的能落地：订单类型与紧迫度是否匹配、流动性与点差风险、事件时点、止损能否成交。',
+      en: 'Checks whether a plan is operationally workable: order type against urgency, liquidity and spread risk, event timing, and whether a stop would actually fill.',
+    },
+    owner: 'marian2js',
+    repository: 'trading-skills',
+    status: 'watchlist',
+    lastCommit: '2026-03-16',
+    reviewBy: '2026-11-06',
+    tags: ['trade-discipline', 'risk', 'monitoring', 'us-stock'],
+    riskNote: {
+      zh: '冷启动实验；上游自 2026-03-16 起无提交，启用前请自行复核来源。检查的是计划的可操作性：本插件不下单、不改单，也不给仓位数字。',
+      en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. It reviews whether a plan is executable: this plugin places and amends no orders and gives no position size.',
+    },
+  },
+  {
+    key: 'portfolioConcentration',
+    name: 'portfolio-concentration',
+    label: { zh: '组合集中度检查', en: 'Portfolio Concentration' },
+    description: {
+      zh: '看组合是否过度压在同一批发行人、行业、主题或相关暴露上，并写清这个判断需要哪些持仓数据才成立。',
+      en: 'Shows whether a book leans too hard on a few issuers, sectors, themes or correlated exposures, and what holdings data that verdict needs to stand.',
+    },
+    owner: 'marian2js',
+    repository: 'trading-skills',
+    status: 'watchlist',
+    lastCommit: '2026-03-16',
+    reviewBy: '2026-11-06',
+    tags: ['trade-discipline', 'portfolio', 'risk'],
+    riskNote: {
+      zh: '冷启动实验；上游自 2026-03-16 起无提交，启用前请自行复核来源。文中的 5%／10% 一类是经验口径不是普适规则；持仓只以使用者自报的标记为准（本插件读不到券商账户），也不构成加减仓建议。',
+      en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. The 5% / 10% bands are practical review thresholds, not universal laws; the book comes only from positions the user marked as held (this plugin cannot read a brokerage account), and it is not advice to add or reduce.',
+    },
+  },
+  {
+    key: 'journalPatternAnalyzer',
+    name: 'journal-pattern-analyzer',
+    label: { zh: '交易日志模式分析', en: 'Journal Pattern Analyzer' },
+    description: {
+      zh: '从使用者自己的交易日志里找重复出现的优势与失误、它们各自发生在什么环境下，并为小样本设护栏。',
+      en: 'Finds the repeated strengths and mistakes in the user’s own trade journal, groups them by environment, and keeps small samples from hardening into lessons.',
+    },
+    owner: 'marian2js',
+    repository: 'trading-skills',
+    status: 'watchlist',
+    lastCommit: '2026-03-16',
+    reviewBy: '2026-11-06',
+    tags: ['trade-discipline', 'education', 'portfolio'],
+    riskNote: {
+      zh: '冷启动实验；上游自 2026-03-16 起无提交，启用前请自行复核来源。胜率、期望值这类数字是对已有日志的描述，不证明可持续的优势，也不构成投资建议。',
+      en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. Win rate and expectancy describe the log you already have: they prove no durable edge and are not investment advice.',
+    },
+  },
+  {
+    key: 'postTradeReview',
+    name: 'post-trade-review',
+    label: { zh: '交易复盘', en: 'Post-Trade Review' },
+    description: {
+      zh: '按论点、setup、执行、守规与结果几条线复盘一笔已经平掉的交易，避免用后视镜编造教训。',
+      en: 'Reviews a closed trade across thesis, setup, execution, adherence and outcome without rewriting it with hindsight.',
+    },
+    owner: 'marian2js',
+    repository: 'trading-skills',
+    status: 'watchlist',
+    lastCommit: '2026-03-16',
+    reviewBy: '2026-11-06',
+    tags: ['trade-discipline', 'education'],
+    riskNote: {
+      zh: '冷启动实验；上游自 2026-03-16 起无提交，启用前请自行复核来源。复盘得出的"下次要改的规则"属于过程推演，本插件不据它替使用者调整持仓或下单。',
+      en: 'Cold-start experiment; upstream has been quiet since 2026-03-16, so review the sources before use. The rule changes it suggests are process exercises: this plugin adjusts no holdings and places no orders on them.',
+    },
+  },
 ])
 
 export const SELECTED_SKILL_TAG_LABELS = Object.freeze({
@@ -696,11 +892,13 @@ export const SELECTED_SKILL_TAG_LABELS = Object.freeze({
     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',
+    'trade-discipline': '交易纪律',
     'us-stock': '美股',
     valuation: '估值',
     verification: '证据核验',
@@ -721,11 +919,13 @@ export const SELECTED_SKILL_TAG_LABELS = Object.freeze({
     monitoring: 'Monitoring',
     orders: 'Orders',
     perspective: 'Perspective',
+    'peter-lynch': 'Peter Lynch',
     portfolio: 'Portfolio',
     risk: 'Risk',
     strategy: 'Strategy',
     tax: 'Tax',
     technicals: 'Technicals',
+    'trade-discipline': 'Trade discipline',
     'us-stock': 'US equity',
     valuation: 'Valuation',
     verification: 'Verification',

package/selected-skills/china-stock-research-skills/UPSTREAM.md

@@ -5,7 +5,8 @@
 - Upstream commit: `d49f1f360deac57821d5d6b3aff664dff232acc6`
 - License: MIT; see `LICENSE` copied from upstream.
 - Imported content: complete upstream repository snapshot for traceability; runtime catalog excludes `china-stock-research-orchestrator` because its orchestration conflicts with Capital's existing routing contract.
-- Local modifications: none to upstream files. This record and the Capital selected-skill catalog are maintained by Capital Generation.
+- Packaging: a Capital-owned `.npmignore` keeps the runtime body and this record in the published npm package and drops human-only repository material — `.github/` issue and PR templates, `examples/` sample dialogues, and the upstream README (both languages) plus SKILLS / CHANGELOG / CONTRIBUTING / INSTALL / GITHUB_PUBLISHING / PUBLISH_CHECKLIST / RELEASE_ASSETS / ROADMAP notes. `skills/shared/` must ship: all six selectable modules link into it (`../shared/references/…`, `../shared/templates/…` — 15 links) for the citation standard, industry overlays and output templates. The excluded orchestrator still ships as review material; nothing here is ever executed. The complete snapshot stays committed, so `github:` installs and provenance review are unaffected.
+- Local modifications: none to upstream files. The upstream `.gitignore` (it ignored only `.DS_Store`) was removed from the snapshot: vendored snapshots do not carry ignore rules into this repo (`docs/dev/selected-skills.md` §8.6), and nothing committed was hidden by it. This record and the Capital selected-skill catalog are maintained by Capital Generation.
 - Maintenance snapshot (checked 2026-10-08): latest commit 2026-03-09; no commits in the trailing 90 days; no later release was verified. See [GitHub commit history](https://github.com/spikeHongg/china-stock-research-skills/commits/main/).
 - Runtime status: `watchlist` / explicit experiment. The snapshot is retained for provenance and can be selected skill-by-skill by the user, but every toggle is off by default. The upstream orchestrator remains excluded because it conflicts with Capital's routing contract.
 - Review status: imported for comparison and user-directed experiments; not endorsed as a financial methodology. Review source quality, conflicts, omissions, and incremental value before relying on any module.

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

@@ -5,8 +5,9 @@
 - 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.
+- Removed from the snapshot: the upstream ignore rules — `.gitignore` at the snapshot root (`__pycache__/`, `*.pyc`), plus the nested ones under `.tbd/` and `viz/vendor/`. Vendored snapshots do not carry ignore rules into this repo (`docs/dev/selected-skills.md` §8.6: an inherited ignore pattern can silently hide files when the snapshot is re-imported). Nothing committed was hidden by them. Note that `viz/vendor/.gitignore` used to hide two artifacts upstream fetches on demand (`elk.bundled.js`, `elkjs-license.txt` via `fetch-elk.sh`); neither exists in this repo, and `viz/` is excluded from the published package anyway.
 - 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.
+- Packaging: a Capital-owned `.npmignore` beside these files keeps only the runtime skill body and this record in the published npm package. Excluded: `images/` and `viz/` (2.3 MB of README artwork — the same four PNGs exist twice — plus the upstream visualization site), `.github/` (its CI), `.tbd/` and `docs/` (upstream roadmap/development notes), and `README*.md`. No skill body references any of them. Kept on purpose: `skills/buffett-investment-framework/scripts/framework.py` and `Makefile` — this skill's own prose names the deterministic router as a methodology entry point and carries the no-shell fallback, so shipping them as review material while never executing them (intake and activation only read documents) is the honest shape; see `docs/dev/selected-skills.md` §8.6 item 4. 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`.
 - Review status: imported for user-directed evaluation; not endorsed by Warren Buffett, Berkshire Hathaway, or Capital Generation. Its US-centric framework must not be treated as A-share rules. Validate all financial claims against primary evidence.

package/selected-skills/peter-lynch-skill/LICENSE

@@ -0,0 +1,21 @@
+MIT License
+
+Copyright (c) 2026 Szymon Nycz
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

package/selected-skills/peter-lynch-skill/UPSTREAM.md

@@ -0,0 +1,72 @@
+# Upstream Record
+
+- Project: Peter Lynch Research（一颗 skill、两条工作流：Quick 快筛给 SKIP / WATCHLIST / DEEP RESEARCH，Deep 出完整尽调报告）
+- Repository: https://github.com/DjNero11/peter-lynch-skill
+- Upstream commit: `e0eaf5830f57768cc4fb6543682ae1eb3c8d022c`（main，2026-06-28）
+  - 全仓只有两次提交：上一条 `4f028d6`（2026-06-23，Initial commit）。无 release、无 tag、无 CI。
+- License: MIT；`LICENSE` 为上游原件（`Copyright (c) 2026 Szymon Nycz`），未改写。
+  frontmatter 的 `metadata.author` 是 **Szymon Nycz**，与 GitHub login `DjNero11` 不同名——
+  catalog 的 `owner` 用后者，因为它拼的是仓库链接。
+- Imported content: 该 commit 的完整文件树（`SKILL.md` + `references/` 下 8 份附属文件 + `README.md` + `LICENSE`），
+  132 KB。无脚本、无凭据读取、无出网调用、不落盘产物（`python3` / `node` / `install` 命中 0）。
+- Local modifications（三类，逐条可复核；口径与理由见 `docs/dev/selected-skills.md` §8.6 的接入必查清单）：
+  1. **套了一层 `skills/peter-lynch-skill/`。** 上游把 `SKILL.md` 放在**仓库根**，而 provider 的
+     `customSkillDirs`、`test/selected-skills-content.test.mjs`、`test/packaging.test.mjs`、
+     `test/persona.test.mjs` 与 `capital-config` 的原文旁路五处都按 `<repo>/<skillsDir>/<name>/SKILL.md`
+     反查（AGENTS.md §9.7 那一族：漂了不报错，只是"勾了那一格、技能永远不出现"）。
+     `references/` 跟着 `SKILL.md` 一起搬，正文里的相对链接不破；`SELECTED_SKILL_SKILL_DIRS`
+     因此填 `'skills'`，与前两颗同形。上游 `README.md` 那张仓库结构图随之与实际路径不符——
+     它是**不进 catalog 的材料**，按"不进 catalog 的正文一律不动"原样保留。
+  2. **删除上游的 `.gitignore`。** 它带 `lib/` `build/` `dist/` `tmp/` `*.log` 一类目录规则，今天在这份
+     快照里挡不到东西，但会把 ignore 规则继续带进宿主仓库，并让"按 commit 重导"的快照与所钉 commit
+     不一致（InvestSkill 那一轮就是三个文件被静默挡掉）。vendored 快照不把 ignore 规则带进宿主仓库。
+  3. **取数口径改写**（六份文件共 124 行改动，全部落在"谁去取数"与一处评分释义上；分析结论、
+     预算数字、Source Ledger 字段、`Reported/Calculated/Inference` 标注、停止规则与章节结构一字未改）。
+     上游正文写给"什么工具都在手边"的宿主，与本插件的取数边界冲突：
+     - `SKILL.md` 开篇 `All data comes from **web search and fetched pages**` → 改为"数据来自宿主自己的
+       取数通道；角色分流的宿主里把标的、字段、as-of 日期与来源档写进委派 brief 交出去"（1 处）。
+     - `SKILL.md` Step 3 抬头 `Using the host agent's **web search** and **page fetch** tools:` →
+       `Asking the host's own retrieval path …（delegate it with the brief, do not browse from here）`；
+       配套把预算的计量对象改成"向通道要几次"（`2-3 searches` / `8-12 searches` → `retrieval requests`），
+       **数字一字未动**（2 处）。
+     - `references/{quick,deep}/web-research.md` 里 28 处独立 `search` 的**主语与动词**：
+       `Every search must fill a Source Ledger slot` / `Before adding a search after the third Quick search` /
+       `Do not run separate searches…` / `Use targeted external searches…` → 改成"向宿主取数通道要一份来源"；
+       `Query Pack` 与 `Phase 2` 的 query 清单**原样保留**，只写明"每一条都是向通道要的目标，不是从这里去开的页面"。
+       deep 的 `fetch/read the document` 明确成"把 URL 交给宿主检索通道，PDF 由检索角色解析，用回来的正文继续"
+       （合计 14 处句子级改动）。
+     - `references/deep/system-prompt.md` 的 `… use web search results for recent strategic and competitive
+       context` → "use what the host's retrieval path returned…"。这是 `test/selected-skills-content.test.mjs`
+       六条 FORBIDDEN 在本颗的**唯一实际命中**（1 处）。
+     - `SKILL.md` 失效处理 `If web search is unavailable: state the limitation and stop — do not fabricate data`
+       → "宿主对某个字段没有可用取数路径时：点名缺哪些字段、该字段下的分析停止"；后半句 `do not fabricate data`
+       原样保留。同段 `use another reputable aggregator` → `ask the channel for another reputable aggregator`（2 处）。
+     - `SKILL.md` 的 Required inputs 之后加一段**市场口径**说明：正文的 aggregator / SEC-EDGAR / Form 4-13F /
+       wash-sale 都是美股与境外上市口径，A 股会话要换成 A 股披露口径，而换口径由宿主取数通道决定，
+       不由这颗 skill 自行联网去补（§8.6 第 8 条；`us-stock` 标签就是给使用者的提示）。
+     - `references/deep/methodology.md` §10 Final Score 加一句：X/10 衡量的是论点自洽度与结构特征，
+       不预测价格或收益，也不是买卖指令（§8.6 第 7 条 / CONTRIBUTING.md §3 第 8 条）。
+     **没有新增 `Retrieval:` 出处档**：上游既没有这个枚举，也不把记忆列成取数途径——
+     第 2 条（记忆回填）在本颗**实测零命中**（`model memory` / `training-data` / `Live data unavailable` 全无），
+     `system-prompt.md` 本来就把取回的东西限定成"来自研究简报"。不为了套 InvestSkill 的改法新造上游没有的模板字段。
+  复核方法：`git clone` 所钉 commit 后 `diff -r`，差异只应包含以上三类；
+  `test/selected-skills-content.test.mjs` 扫正文**结果**、本文件记**理由**，两边任一漂回去都会红。
+- Packaging: 这颗带一份 `.npmignore`，只挡上游 `README.md`（13 KB，写给 GitHub 访客的仓库说明）——
+  其余全是运行时正文与溯源，正文一处也没引用那份 README。包体积增量约 107 KB。
+  `package.json` 的 `files` 已逐仓库登记 `selected-skills/peter-lynch-skill`，
+  `test/packaging.test.mjs` 从 catalog 反查发布清单里的真实 `SKILL.md` / `LICENSE` / `UPSTREAM.md`，
+  并反查 `.npmignore` 的每条规则（目录与文件名两类）确实生效。
+- Catalog 收录判断：`SKILL.md` 内部的 Quick / Deep 二选一**不算**"会接管会话路由的编排 skill"——
+  它不跨 Agent、不改本插件的角色分流，只在本颗的两条工作流之间选择（`china-stock-research-orchestrator`
+  与 InvestSkill 的 `full-report` 是另一类东西）。也不触发 §7（报告交付链路已删除）与 §6.1（出图只走
+  `render_chart`）：这颗的输出是**最终答复里的 markdown 报告**，不落文件、不出图。
+- Maintenance snapshot (checked 2026-10-11): 全仓两次提交，最后一次 2026-06-28，之后 105 天无提交；
+  单人仓库、无 issue 响应记录。因此标 `watchlist`——与 `china-stock-research-skills` 同一口径
+  （内容可用、维护薄，启用前请使用者自行复核来源），而不是内容缺陷。
+  See [GitHub commit history](https://github.com/DjNero11/peter-lynch-skill/commits/main/)。
+- Runtime status: `watchlist` / 默认关闭的显式实验。只有使用者在「插件」→ Capital Generation →「精选 Skills」
+  里亲手打开，它才对**之后新建**的 Capital 根 Agent 可见；子 Agent 不继承，上游附属文件从不执行。
+  能力标签（含本颗带来的新标签 `peter-lynch`）与 `riskNote` 维护在 `selected-skills/catalog.js`。
+- Review status: 2026-11-06 复查上游、许可证与维护状态。正文是 Lynch 三部著作（*One Up on Wall Street*、
+  *Beating the Street*、*Learn to Earn*）方法论的**二手转写**，与 Lynch 本人、Fidelity 或 Capital Generation
+  均无关联，不构成背书；美股口径不得直接当作 A 股规则，所有金融主张须回到原始证据核验。

package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/SKILL.md

@@ -0,0 +1,142 @@
+---
+name: peter-lynch-skill
+description: >-
+  Peter Lynch-style stock research from a ticker or company name: quick
+  screening or deep due diligence with linked web citations. Use when the user
+  asks for quick research, screening, an initial look, deep research, due
+  diligence, full analysis, valuation context, an attractiveness score, or a
+  SKIP / WATCHLIST / DEEP RESEARCH decision.
+license: MIT
+metadata:
+  author: Szymon Nycz
+  version: "1.0"
+---
+
+# Peter Lynch Research
+
+One skill, two workflows. Answers either:
+
+- **Quick:** Is this company worth 2–5 hours of deeper research? (~450 words, SKIP / WATCHLIST / DEEP RESEARCH)
+- **Deep:** Full due-diligence report (up to 3000 words, attractiveness score X / 10 — how consistent and well-supported the thesis reads, not a forecast of performance)
+
+All data comes from **the host's own retrieval path** — no API keys, no bundled scripts, no user-provided PDFs. In a host that splits roles, gathering it is not this skill's job: write the exact brief (ticker or company, the fields needed, the as-of date, the source tier) and hand it to the host's retrieval channel, then work only from what comes back. Time-sensitive market data must be freshly gathered and dated. Every retrieved claim in the final report must be cited with a link.
+
+Use different source depth by workflow:
+
+- **Quick:** aggregator-only screening. Use reputable financial-data aggregator pages by default; do not open annual report PDFs, full 10-K / 10-Q / 20-F filings, SEC filing detail pages, company quarterly reports, or long investor-relations documents.
+- **Deep:** official-source due diligence. Use annual reports, filings, company results, and official investor materials as the factual base; use aggregators mainly for valuation and market-data gaps.
+
+Operate with strict evidence-budget discipline. The goal is high-quality research from the smallest reliable source set, not exhaustive browsing. Do not narrate research progress or intermediate retrieval reasoning in the final answer.
+
+## Routing
+
+Determine the workflow from the user's message:
+
+| Trigger keywords | Workflow |
+|------------------|----------|
+| quick research, screening, filter, initial look, worth researching | **Quick** |
+| deep research, due diligence, full analysis, attractiveness score, score / 10 | **Deep** |
+
+- If intent is **ambiguous**, ask one question: *"Quick screening (~450 words) or deep due diligence (~3000 words)?"*
+- If still unclear after one exchange, default to **Quick**.
+
+## Required inputs
+
+- `company_symbol` or `company_name` — ticker (e.g. `MSFT`, `ASML.AS`, `VOD.L`) or company name. If the user gives only a brand, company name, or ambiguous ticker, resolve the traded entity before analysis. For Quick, use reputable aggregator profile / quote pages. For Deep, use official, exchange, or regulator sources.
+- `exchange` or `country` — optional hint for global tickers
+
+If neither a company nor ticker can be inferred from the request, ask one concise clarification question.
+
+The source tiers below (aggregator profile pages, SEC / regulator filings, annual reports) are US and overseas-listing conventions. In an A-share session the same analysis must be asked for in A-share terms instead — disclosure platforms, no Form 4 / 13F, no wash-sale rules — and that is decided by the host's retrieval channel, not by this skill.
+
+Do **not** ask the user for an annual report PDF or API keys.
+
+## Workflow overview
+
+Copy this checklist and track progress:
+
+```
+Task Progress:
+- [ ] Step 1: Route (quick or deep)
+- [ ] Step 2: Read workflow-specific web research guide
+- [ ] Step 3: Gather data and compile structured research brief
+- [ ] Step 4: Read workflow prompts
+- [ ] Step 5: Write report from the brief only
+- [ ] Step 6: Append disclaimer
+```
+
+### Step 1: Route
+
+Select **Quick** or **Deep** using the routing table above.
+
+### Step 2: Read workflow-specific web research guide
+
+Read only the workflow-specific web guide:
+
+- **Quick:** [references/quick/web-research.md](references/quick/web-research.md)
+- **Deep:** [references/deep/web-research.md](references/deep/web-research.md)
+
+Read [references/filing-rules.md](references/filing-rules.md) only when regulator/XBRL data, ADRs, secondary listings, specialized financial companies, or accounting-basis issues matter. Do not read it for normal Quick Research unless the Quick web guide specifically triggers it.
+
+### Step 3: Gather data and compile research brief
+
+Asking the host's own retrieval path for the data (in a host that splits roles: delegate it with the brief, do not browse from here):
+
+1. Follow the **workflow-specific** source plan, retrieval brief, stopping rule, and research brief template in `references/quick/web-research.md` or `references/deep/web-research.md`.
+2. Respect the workflow-specific default budgets unless an override in that workflow guide is triggered — the budget is how many sources you ask the channel for, not how many you go and open yourself:
+   - **Quick:** practical default of 1-3 reputable aggregator sources, 2-3 retrieval queries, and 2-3 page fetches; expand only when another aggregator is needed to complete the existing Quick methodology.
+   - **Deep:** 5-7 sources, 6-8 retrieval queries, 7-10 page/document fetches, with the default source set kept as small as the report can support.
+3. For **Quick**: gather the minimum viable evidence needed for a responsible SKIP / WATCHLIST / DEEP RESEARCH decision, then stop.
+4. For **Deep**: follow the annual report discovery procedure in `references/deep/web-research.md` — ask for the latest full annual report on the company's investor relations site (HTML or PDF); regulator filings are the fallback.
+5. Do not ask for a separate retrieval per fiscal year for normal historical metrics. For Quick, use aggregator tables. For Deep, use the annual report, 10-K / 20-F, regulator filing, or regulator facts feed as the historical base.
+6. Do not print research narration, retrieval play-by-play, or the full research brief unless the user asks for it.
+7. Capture period, currency, units, date gathered, and source ID(s) for every important number and claim. Each source ID must resolve to a URL in the Source Ledger. Filing labels may be included, but they do not replace a ledger URL.
+8. Do **not** invent financial data.
+
+### Step 4: Read workflow prompts
+
+**Quick path** — read both before writing:
+
+- [references/quick/system-prompt.md](references/quick/system-prompt.md)
+- [references/quick/methodology.md](references/quick/methodology.md)
+
+**Deep path** — read both before writing:
+
+- [references/deep/system-prompt.md](references/deep/system-prompt.md)
+- [references/deep/methodology.md](references/deep/methodology.md)
+
+### Step 5: Write report
+
+Use the research brief as the only factual context for the report. Do not include the full research brief in the final report unless the user asks for it.
+
+Every final report must cite sources with links:
+
+- Any company description, financial number, valuation metric, market data point, management claim, industry claim, competitor claim, ownership claim, or news/update claim needs a source.
+- Use source lines directly below the relevant bullet or paragraph: `source: [Source name](https://...)`.
+- Multiple sources may be separated with semicolons.
+- Do not cite a source that is not in the research brief Source Ledger.
+- Expand any internal source IDs from the brief into full linked `source:` lines in the final report.
+- Source lines do not count toward Quick or Deep word limits.
+
+Internally prefix the analysis context with:
+
+```
+Data gathered: YYYY-MM-DD
+
+## Research brief
+
+{full research brief markdown}
+```
+
+### Step 6: Append disclaimer
+
+Read [references/disclaimer.md](references/disclaimer.md) only when the report body is ready. After the report body, add a horizontal rule and append the full contents of the disclaimer.
+
+## Failure handling
+
+- If the host's retrieval path returns nothing for a field you need: name the missing fields and stop the analysis that depends on them — do not fabricate data.
+- If a ticker cannot be resolved: inform the user clearly.
+- If the annual report cannot be found after all fallbacks in `references/deep/web-research.md`: note the gap in the research brief and proceed using other verified sources — do **not** ask the user for a PDF.
+- If a specific metric is unverified: say you do not know; do not estimate or invent numbers.
+- If retrieved claims lack source ID(s) that resolve to Source Ledger URL(s): do not include them in the report.
+- If live market data cannot be verified from the current source: for Quick, ask the channel for another reputable aggregator; for Deep, use the workflow's market-data fallback rules. Do not use stale or unsourced values.