@v587d/capital-generation 2.7.12 → 2.8.0

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.
Files changed (148) hide show
  1. package/CHANGELOG.md +28 -0
  2. package/README.md +3 -2
  3. package/chart-ui/package.json +1 -1
  4. package/config/package.json +1 -1
  5. package/lib/agents/bash-guard.d.ts +22 -17
  6. package/lib/agents/bash-guard.js +32 -28
  7. package/lib/agents/root-tool-policy.d.ts +29 -3
  8. package/lib/agents/root-tool-policy.js +100 -14
  9. package/lib/index.js +14 -8
  10. package/lib/web-retriever/local-fetch.d.ts +1 -1
  11. package/lib/web-retriever/local-fetch.js +1 -1
  12. package/lib/web-retriever/wind-client.d.ts +1 -1
  13. package/lib/web-retriever/wind-client.js +1 -1
  14. package/package.json +1 -1
  15. package/preset/capital-generation/README.md +22 -15
  16. package/preset/capital-generation/agent.patch.yml +14 -1
  17. package/selected-skills/InvestSkill/UPSTREAM.md +17 -0
  18. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/SKILL.md +10 -296
  19. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/references/10-retrieving-the-filing.md +130 -0
  20. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/references/11-key-metrics-table.md +129 -0
  21. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/references/12-language-mode.md +60 -0
  22. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/bear-case/SKILL.md +5 -3
  23. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/catalyst-calendar/SKILL.md +10 -284
  24. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/catalyst-calendar/references/10-persona.md +113 -0
  25. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/catalyst-calendar/references/11-section-c-company-specific.md +108 -0
  26. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/catalyst-calendar/references/12-section-f-90-day.md +85 -0
  27. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/SKILL.md +11 -433
  28. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/references/10-overview.md +82 -0
  29. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/references/11-porter-s-five-forces.md +137 -0
  30. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/references/12-innovation-disruption-assessment.md +112 -0
  31. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/references/13-input-formats.md +130 -0
  32. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/SKILL.md +12 -639
  33. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/10-analysis-framework.md +138 -0
  34. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/11-dividend-history-and-reliability.md +131 -0
  35. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/12-share-buyback-analysis.md +125 -0
  36. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/13-fcf-deployment-scorecard.md +133 -0
  37. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/14-output.md +149 -0
  38. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/SKILL.md +10 -411
  39. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/references/10-analysis-framework.md +194 -0
  40. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/references/11-data-sources.md +196 -0
  41. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/references/12-thesis-invalidation.md +43 -0
  42. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/SKILL.md +11 -234
  43. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/references/10-overview.md +86 -0
  44. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/references/11-phase-4-the-implied.md +60 -0
  45. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/references/12-output-format.md +83 -0
  46. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/references/13-standard-signal-output.md +34 -0
  47. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/economics-analysis/SKILL.md +10 -304
  48. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/economics-analysis/references/10-key-economic-indicators.md +98 -0
  49. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/economics-analysis/references/11-credit-market-indicators.md +114 -0
  50. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/economics-analysis/references/12-recession-probability-scoring.md +114 -0
  51. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/SKILL.md +11 -236
  52. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/references/10-overview.md +83 -0
  53. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/references/11-phase-5-overlap-with.md +69 -0
  54. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/references/12-output-format.md +79 -0
  55. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/references/13-standard-signal-output.md +34 -0
  56. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/SKILL.md +11 -243
  57. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/10-overview.md +61 -0
  58. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/11-phase-2-source-hierarchy.md +54 -0
  59. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/12-phase-5-consistency.md +90 -0
  60. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/13-notes.md +68 -0
  61. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/SKILL.md +11 -499
  62. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/references/10-overview.md +143 -0
  63. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/references/11-phase-3-financial-statement.md +167 -0
  64. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/references/12-phase-6-management-tone.md +176 -0
  65. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/references/13-thesis-invalidation.md +43 -0
  66. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/SKILL.md +10 -291
  67. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/references/10-overview.md +117 -0
  68. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/references/11-step-3-position-locator.md +112 -0
  69. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/references/12-visualization-support.md +84 -0
  70. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/SKILL.md +10 -457
  71. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/references/10-analysis-framework.md +185 -0
  72. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/references/11-pattern-recognition.md +175 -0
  73. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/references/12-interpretation-guidelines.md +120 -0
  74. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/SKILL.md +11 -503
  75. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/references/10-analysis-framework.md +132 -0
  76. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/references/11-ownership-concentration-analysis.md +166 -0
  77. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/references/12-red-flags-warning-signs.md +192 -0
  78. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/references/13-thesis-invalidation.md +43 -0
  79. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/SKILL.md +11 -264
  80. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/10-overview.md +63 -0
  81. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/11-phase-2-explanation-card.md +108 -0
  82. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/12-output-format.md +88 -0
  83. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/13-standard-signal-output.md +34 -0
  84. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/options-analysis/SKILL.md +11 -448
  85. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/options-analysis/references/10-analysis-framework.md +109 -0
  86. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/options-analysis/references/11-implied-volatility-iv-analysis.md +102 -0
  87. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/options-analysis/references/12-earnings-play-analysis.md +109 -0
  88. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/options-analysis/references/13-data-sources.md +159 -0
  89. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/portfolio-review/SKILL.md +11 -435
  90. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/portfolio-review/references/10-phase-1-portfolio-snapshot.md +124 -0
  91. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/portfolio-review/references/11-phase-6-correlation-diversification.md +124 -0
  92. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/portfolio-review/references/12-phase-9-rebalancing-decision.md +153 -0
  93. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/portfolio-review/references/13-data-verification.md +62 -0
  94. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/position-ladder/SKILL.md +11 -372
  95. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/position-ladder/references/10-overview.md +102 -0
  96. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/position-ladder/references/11-phase-3-the-trim.md +88 -0
  97. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/position-ladder/references/12-phase-6-the-thesis.md +105 -0
  98. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/position-ladder/references/13-input-formats.md +105 -0
  99. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/risk-stress-test/SKILL.md +10 -250
  100. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/risk-stress-test/references/10-overview.md +92 -0
  101. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/risk-stress-test/references/11-phase-4-correlation-spike.md +116 -0
  102. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/risk-stress-test/references/12-notes.md +65 -0
  103. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/SKILL.md +11 -381
  104. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/10-sector-overview.md +123 -0
  105. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/11-sector-correlation-matrix.md +90 -0
  106. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/12-peer-benchmarking-within-sector.md +92 -0
  107. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/13-consumer-staples.md +105 -0
  108. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/short-interest/SKILL.md +10 -352
  109. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/short-interest/references/10-analysis-framework.md +110 -0
  110. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/short-interest/references/11-bearish-thesis-evaluation.md +118 -0
  111. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/short-interest/references/12-data-sources.md +148 -0
  112. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/SKILL.md +16 -603
  113. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/10-analysis-components.md +122 -0
  114. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/11-dupont-decomposition.md +121 -0
  115. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/12-quality-scoring-framework.md +115 -0
  116. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/13-dcf-framework.md +113 -0
  117. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/14-analyst-consensus-tracking.md +127 -0
  118. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/15-thesis-invalidation.md +43 -0
  119. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-screener/SKILL.md +5 -3
  120. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/SKILL.md +12 -595
  121. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/references/10-overview.md +133 -0
  122. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/references/11-method-2-comparable-company.md +127 -0
  123. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/references/12-football-field-summary-valuation.md +140 -0
  124. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/references/13-terminal-value-two-methods.md +121 -0
  125. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/references/14-when-dcf-is.md +110 -0
  126. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/SKILL.md +12 -304
  127. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/references/10-overview.md +73 -0
  128. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/references/11-phase-3-dividends-qualified.md +67 -0
  129. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/references/12-framework-non-us-module.md +61 -0
  130. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/references/13-scoring-tax-efficiency-score.md +83 -0
  131. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/references/14-thesis-invalidation.md +55 -0
  132. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/SKILL.md +16 -612
  133. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/10-chart-pattern-analysis.md +172 -0
  134. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/11-chart-visualization-support.md +181 -0
  135. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/12-multi-timeframe-analysis-mtf.md +95 -0
  136. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/13-advanced-indicators-ichimoku-cloud.md +61 -0
  137. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/14-options-flow-integration.md +95 -0
  138. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/15-thesis-invalidation.md +45 -0
  139. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/SKILL.md +10 -274
  140. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/10-overview.md +94 -0
  141. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/11-phase-5-the-pre.md +113 -0
  142. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/12-example.md +90 -0
  143. package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-catalyst-calendar/SKILL.md +5 -3
  144. package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-idea-generation/SKILL.md +5 -3
  145. package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-sector-overview/SKILL.md +5 -3
  146. package/selected-skills/investment-skills/skills/buffett-investment-framework/SKILL.md +1 -1
  147. package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/SKILL.md +5 -3
  148. package/watchlist/package.json +1 -1
@@ -104,9 +104,11 @@ Before delivering:
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  ## Read the Parts
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  Everything below the surface of this file lives in `references/`. Open a part with `read`,
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- resolved against this skill's base directory; each part is sized to arrive complete in one
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- `read`. If a receipt shows `[... tool result middle pruned ...]`, re-read it with `offset`
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- before concluding anything is missing.
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+ resolved against this skill's base directory, and open it **whole — with no line window**:
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+ reporting a rule or a template out of a slice of a part is how a file gets described as read
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+ when it was only skimmed. Each part is sized to arrive complete in one `read`. If a receipt
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+ shows `[... tool result middle pruned ...]`, re-read it with `offset` before concluding
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+ anything is missing.
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  - `references/10-workflow.md` — Workflow
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  Card definitions, workflows, and the output contract live in `references/`: the modules are
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  listed in the table above, [`09-workflows.md`](references/09-workflows.md) holds the three card
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  sequences with their required inputs and the output contract, and [`10-method.md`](references/10-method.md)
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- the decomposition method. Open each with `read`, resolved against this skill's base directory.
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+ the decomposition method. Open each with `read` **whole, with no line window** — a slice of a part must never be reported as the whole of it. Resolve each name against this skill's base directory.
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  Parts are sized to arrive complete in one `read`; if a receipt shows
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  `[... tool result middle pruned ...]`, re-read it with `offset` before concluding a card is
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  absent, and never reconstruct a card from its ID or from a file you did not open.
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  ## Read the Parts
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  Everything below the surface of this file lives in `references/`. Open a part with `read`,
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- resolved against this skill's base directory; each part is sized to arrive complete in one
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- `read`. If a receipt shows `[... tool result middle pruned ...]`, re-read it with `offset`
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- before concluding anything is missing.
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+ resolved against this skill's base directory, and open it **whole — with no line window**:
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+ reporting a rule or a template out of a slice of a part is how a file gets described as read
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+ when it was only skimmed. Each part is sized to arrive complete in one `read`. If a receipt
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+ shows `[... tool result middle pruned ...]`, re-read it with `offset` before concluding
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  - `references/10-workflow.md` — Workflow overview; Research brief; Failure handling
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  {
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  "name": "@v587d/watchlist",
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- "version": "2.7.12",
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+ "version": "2.8.0",
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  "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。",
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  "license": "MIT",
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  "type": "module",