@v587d/capital-generation 2.7.10 → 2.7.12

package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/references/quick/web-research.md

@@ -16,364 +16,12 @@ cannot be resolved without regulator context, or if an aggregator clearly mixes
 ADR, secondary-listing, or specialized-financial-company data in a way that
 blocks the screen.
 
-## Minimum Source Rules
+This guide is split into 3 files so each one arrives complete in a single `read`.
+Open the part you need with `read`, resolved against this skill's base directory:
 
-Use reputable aggregator sources for Quick Research. Preferred source types:
+- `web-research-1.md` — ?; ?; ?; ?
+- `web-research-2.md` — ?; ?; ?
+- `web-research-3.md` — ?; ?; ?
 
-1. financial-data aggregators with multi-year statements and key ratios, such
-   as Yahoo Finance, MarketWatch, Macrotrends, StockAnalysis, GuruFocus, or
-   similar public financial-data pages
-2. market-data aggregators with quote, market capitalization, P/E, dividend,
-   and 52-week range data, such as CompaniesMarketCap, Nasdaq, Yahoo Finance,
-   MarketWatch, StockAnalysis, GuruFocus, or similar pages
-3. aggregator or quote/profile pages that include a short business description,
-   sector, industry, exchange, and country
-
-Do not use annual report PDFs, full 10-K / 10-Q / 20-F extraction, SEC filing
-detail pages, company quarterly reports, or long investor-relations documents
-for Quick Research. Those belong to Deep Research.
-
-Never use anonymous blogs, forums, social media posts, or unsourced pages for
-financial numbers. Do not use news articles as the primary source for standard
-financial metrics when an aggregator table is available.
-
-Every retrieval request must fill a Source Ledger slot, resolve a
-decision-critical conflict, or support a triggered check. Do not ask for another
-source out of curiosity.
-
-Do not ask source-by-source per fiscal year or per metric when one
-aggregator table can answer the question. Extract revenue, earnings per share
-(EPS), margins, cash, debt, shares, dividends, buybacks, and cash-flow lines
-from aggregator pages.
-
-Before asking for a fourth source after the third Quick retrieval, ask internally:
-
-* What decision-critical fact is missing?
-* Can another section of an existing aggregator source answer it?
-* Which reputable aggregator is most likely to contain the missing metric?
-
-Ask for more only if another aggregator is needed to complete the existing Quick
-methodology responsibly.
-
-If aggregator sources conflict, prefer the source that is more recent, more
-complete, and more directly tied to the metric. Note material conflicts in the
-brief. Do not resolve normal Quick conflicts by opening full filings; if the
-conflict is decision-critical, ask for another reputable aggregator or move the
-decision to WATCHLIST / DEEP RESEARCH with the conflict stated.
-
-Every important number in the research brief must include metric, period/date,
-value, currency/units, source ID(s), and label: `Reported`, `Calculated`, or
-`Inference`.
-
-Final report citations must use Source Ledger URLs and this format:
-
-`source: [Source name](https://...)`
-
-## Budget
-
-Practical default:
-
-* **1-3 aggregator sources**
-* **2-3 retrieval requests**
-* **2-3 page fetches**
-
-Expand only when another reputable aggregator is needed for missing required
-Quick evidence, ambiguous identity, live valuation, a possible fatal flaw, a
-triggered special check, or a decision-critical conflict.
-
-## Default Source Set
-
-Use the smallest aggregator source set that completes the screen:
-
-1. One aggregator with financial statements or financial history.
-2. One aggregator with live valuation and market data.
-3. One aggregator profile/summary source only if the first two do not cover
-   identity, business description, sector, industry, or exchange.
-
-Ownership, insider, competitor, or industry aggregator sources are allowed only
-when the existing Quick methodology needs that evidence and it could affect
-conviction.
-
-## Query Pack
-
-Each line below is one thing to ask the host's retrieval channel for, not a page
-to go and open from here. Work through them in order and stop as soon as the
-Source Ledger covers required Quick evidence:
-
-* `"{ticker}" Yahoo Finance financials statistics profile`
-* `"{ticker}" StockAnalysis financials balance sheet cash flow ratios`
-* `"{ticker}" MarketWatch financials income balance sheet cash flow`
-* `"{ticker}" Macrotrends revenue EPS cash flow debt`
-* `"{ticker}" CompaniesMarketCap market cap PE ratio dividend 52 week range`
-* `"{ticker}" Nasdaq quote financials institutional insider`
-
-If the company has a non-US listing, add exchange, country, or reporting
-currency. If the ticker is ambiguous, ask for ticker plus exchange name and use
-aggregator profile pages to resolve the traded entity.
-
-Do not run the full pack automatically.
-
-## Quick Evidence Needed
-
-A Quick decision normally needs:
-
-* identity verified from an aggregator profile, exchange-style quote page, or
-  reputable market-data page
-* simple business model
-* one concrete growth driver
-* revenue and earnings per share (EPS) direction
-* cash-flow quality signal
-* balance-sheet risk signal
-* live valuation snapshot
-* recent trend evidence from aggregator financials, trailing twelve-month
-  metrics, recent quarterly data, or an aggregator news/earnings summary
-* triggered special evidence only if methodology requires it
-
-Do not mark required Quick evidence as `unknown` merely to save tokens. If one
-aggregator lacks a required Quick metric, ask for another reputable aggregator.
-
-If a clear fatal flaw is verified, stop gathering optional data and write the
-SKIP decision.
-
-Fatal flaw examples:
-
-* dangerous leverage
-* heavy dilution
-* persistently negative free cash flow without credible investment explanation
-* severe revenue / EPS deterioration with no credible stabilization evidence
-* valuation obviously excessive relative to weak growth
-
-## Core Extraction
-
-Gather from the Source Ledger first. Ask for a new source only when the current
-ledger cannot answer a required screening item.
-
-### Identity
-
-Gather:
-
-* company name
-* ticker / exchange
-* country / region
-* sector / industry
-* company website from an aggregator profile, if available
-* short business description
-
-### Business Model
-
-Gather:
-
-* what the company sells
-* main customers
-* main products / services
-* main geographies
-* main segment or product mix if easily available
-* one specific 3-5 year growth driver
-
-Avoid vague drivers such as “innovation,” “AI,” “digital transformation,”
-“brand strength,” or “large market opportunity” unless tied to revenue, margins,
-or EPS.
-
-### Revenue, EPS, And Margins
-
-Gather:
-
-* revenue trend, preferably 5 years
-* diluted EPS trend, preferably 5 years
-* 2-year revenue and EPS growth
-* major drops, spikes, or recoveries
-* gross, operating, or net margin direction if available
-
-Do not build a full margin table unless immediately available.
-
-### Cash Flow Quality
-
-Gather:
-
-* operating cash flow, preferably 3-5 years
-* capital expenditures, preferably 3-5 years
-* free cash flow, preferably 3-5 years
-* whether free cash flow broadly confirms net income
-* whether net income rises while operating cash flow or free cash flow weakens
-
-Free cash flow = operating cash flow - capital expenditures.
-
-### Balance Sheet Safety
-
-Gather:
-
-* cash and cash equivalents
-* short-term borrowings
-* current portion of long-term debt
-* long-term debt
-* shareholders' equity
-* interest expense if available
-
-Use interest-bearing debt only:
-
-`Total interest-bearing debt = short-term borrowings + current portion of long-term debt + long-term debt`
-
-Debt-to-equity means:
-
-`interest-bearing debt / shareholders' equity`
-
-### Valuation Snapshot
-
-Use one market-data source by default.
-
-Gather:
-
-* current share price
-* market capitalization
-* trailing P/E
-* forward P/E if available
-* PEG if available
-* EV/EBITDA if available
-* 52-week range
-
-If forward P/E, PEG, EV/EBITDA, or another methodology-relevant valuation
-metric is missing from the current source, use another reputable aggregator.
-Do not omit a valuation metric merely to save tokens.
-
-### Recent Trend Check
-
-Prefer aggregator trailing twelve-month data, recent quarterly financials, or
-earnings/news summaries as a combined source for:
-
-* revenue growth or decline
-* EPS / profit trend
-* margin pressure or recovery
-* guidance cut, warning, or major deterioration
-
-Do not ask for a separate source per recent-trend metric if one aggregator
-source covers them.
-
-## Triggered Extra Evidence
-
-Do not ask for every possible detail. Ask for extra only when methodology
-needs it.
-
-### Cyclicality
-
-Triggered by large EPS/margin swings or clearly cyclical industry.
-
-Gather up to 10-year EPS history if easily available. If not, use 5-year data
-and lower conviction.
-
-### Turnaround
-
-Triggered by 2+ years of EPS decline, revenue contraction plus margin
-compression, or EPS 30%+ below prior peak.
-
-Gather stabilization evidence, liquidity, debt risk, margin recovery evidence,
-and whether valuation already prices in recovery.
-
-### Fast Growth
-
-Triggered by 2-year EPS compound annual growth rate (CAGR) of 20%+.
-
-Check whether revenue confirms EPS growth, whether growth came from buybacks or
-cost cuts, and whether valuation is reasonable.
-
-### Slow Growth / Mature
-
-Triggered by low EPS growth and mature business profile.
-
-Gather dividend per share, dividend consistency, dividend cuts, buybacks, and
-whether valuation is low enough to justify interest.
-
-### Asset Angle
-
-Triggered by net-cash, asset-heavy, real-estate, subsidiary, equity-stake, or
-large book-value-discount situations.
-
-Gather asset evidence only if it could materially affect downside or the
-decision.
-
-## Bonus Evidence
-
-Only collect after the core screen is not a clear SKIP. Use aggregator sources
-for bonus evidence.
-
-Bonus examples:
-
-* recent corporate insider buying in the last 6 months
-* active buybacks reducing share count
-* institutional ownership below 30%
-* buybacks near 52-week lows
-* stock price near or below net cash per share
-
-## Quick Research Brief
-
-Compile a compact internal brief before writing:
-
-```md
-## Quick Research Brief
-
-### Identity
-- Company:
-- Ticker / exchange:
-- Country / reporting currency:
-- Sector / industry:
-- Aggregator identity/profile URL:
-
-### Source Ledger
-- [S1] [source label]: [URL] — [period/date] — [what it supports] — [quality]
-- [S2] [source label]: [URL] — [period/date] — [what it supports] — [quality]
-- [S3] [source label]: [URL] — [period/date] — [what it supports] — [quality]
-- [S4 optional] [source label]: [URL] — [period/date] — [what it supports] — [quality]
-
-### Business Model
-- What it sells:
-- Main customers/geographies:
-- Specific 3-5 year growth driver:
-- Evidence label:
-- Source ID(s):
-
-### Screening Financials
-- Revenue trend:
-- EPS trend:
-- Margin trend:
-- Operating cash flow / free cash flow signal:
-- Balance sheet signal:
-
-### Live Valuation
-- Data gathered:
-- Share price:
-- Market cap:
-- Trailing P/E:
-- Forward P/E:
-- PEG or growth proxy:
-- EV/EBITDA:
-- 52-week range:
-- Source ID(s):
-
-### Recent Trend Check
-- Latest period:
-- Revenue/profit/margin trend:
-- Guidance cut, warning, or deterioration:
-- Source ID(s):
-
-### Diagnostic Triggers
-- Cyclicality:
-- Turnaround:
-- Fast growth:
-- Slow-growth / mature:
-- Asset angle:
-
-### Fatal Flaw Candidates
-- [candidate] — [evidence]
-
-### Bonus Points
-- [bonus item or none found]
-
-### Missing Decision-Critical Data
-- [item] — [sources checked]
-
-### Decision
-- SKIP / WATCHLIST / DEEP RESEARCH:
-- Main reason:
-- Revisit trigger, if WATCHLIST:
-```
-
-The final Quick report must be based on this brief, not raw retrieval results.
+This index is not the guide: name which parts you opened, and never report a step, a
+threshold, or a template you have not read in this session.

package/{capital-watchlist → watchlist}/client.js

@@ -1,6 +1,6 @@
-// 由 scripts/build-capital-watchlist-client.mjs 生成，请勿手改；源码见 capital-watchlist/client.src.cjs。
+// 由 scripts/build-watchlist-client.mjs 生成，请勿手改；源码见 watchlist/client.src.cjs。
 window.__ModuleLoader__.load({
-  id: '@v587d/capital-watchlist',
+  id: '@v587d/watchlist',
   factory: (require) => {
     var module = { exports: {} }
     var exports = module.exports

package/{capital-watchlist → watchlist}/client.src.cjs

@@ -1,5 +1,5 @@
 /**
- * `@v587d/capital-watchlist` 的浏览器半边。
+ * `@v587d/watchlist` 的浏览器半边。
  *
  * 两个 surface，缺一都不成立：
  *  1. `ctx.commandUi` 的一条 **contribution**（不是 decoration——我们没有同名宿主命令），
@@ -65,7 +65,7 @@ const { createSnapshotStore } = require('@deepseek-ai/dsh-client-store')
 // 组件与文本减号。⛔ 也不用 `IconCheckCircle*`：那两支圆心里都画着东西，未勾选挂着它就像已经被
 // 选中（2026-10-09 实机点名的正是这个错觉）。
 const { IconChecklistOutlineRegular, IconCloseOutlineRegular, IconDatabaseOutlineRegular, IconEllipsisOutlineRegular, IconGoalOutlineRegular, IconListPenOutlineRegular, IconPinOutlineRegular, IconRefreshOutlineRegular, IconSearchOutlineRegular, IconTrashOutlineRegular, Menu, MenuItemButton, Modal, Switch } = require('@deepseek-ai/dsh-client-ui-primitives')
-// 「哪些标的可以是一个仓位」与「占比合计封顶多少」都来自 `capital-watchlist/holding-rules.js`
+// 「哪些标的可以是一个仓位」与「占比合计封顶多少」都来自 `watchlist/holding-rules.js`
 // （构建期由 esbuild 内联进来）：面板画不画那一行、`+` 什么时候置灰，与 `/holding` 收不收这一格
 // 不许各说一套。
 const { isHoldable, weightCeiling } = require('./holding-rules.js')

package/{capital-watchlist → watchlist}/index.js

@@ -1,5 +1,5 @@
 /**
- * `@v587d/capital-watchlist` 的 host half。
+ * `@v587d/watchlist` 的 host half。
  *
  * 用户自选股是**宿主级（跨 workspace）的用户侧资产**：清单与报价快照住在官方
  * `storage-domain` 域 `capital_watchlist`（`~/.dsh/storages/capital_watchlist.json`），

package/{capital-watchlist → watchlist}/package.json

@@ -1,6 +1,6 @@
 {
-  "name": "@v587d/capital-watchlist",
-  "version": "2.7.10",
+  "name": "@v587d/watchlist",
+  "version": "2.7.12",
   "description": "Capital 模式的用户自选股（宿主级清单 + Fuyao 报价快照 + /capital-watchlist 路由 + 输入框菜单弹窗）：由 @v587d/capital-generation 随包携带并作为 host 平面行挂载。",
   "license": "MIT",
   "type": "module",