@v587d/capital-generation 2.7.12 → 2.8.1

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 (157) hide show
  1. package/CHANGELOG.md +66 -0
  2. package/README.md +10 -6
  3. package/THIRD_PARTY_NOTICES.md +6 -1
  4. package/chart-ui/package.json +1 -1
  5. package/config/index.js +1 -0
  6. package/config/package.json +1 -1
  7. package/lib/agents/bash-guard.d.ts +22 -17
  8. package/lib/agents/bash-guard.js +32 -28
  9. package/lib/agents/root-tool-policy.d.ts +29 -3
  10. package/lib/agents/root-tool-policy.js +100 -14
  11. package/lib/data-collector/dataset-tools.js +9 -0
  12. package/lib/data-collector/tools.js +17 -5
  13. package/lib/index.d.ts +4 -0
  14. package/lib/index.js +27 -8
  15. package/lib/sources/ftshare-rest.d.ts +54 -0
  16. package/lib/sources/ftshare-rest.js +2363 -0
  17. package/lib/time/tools.js +24 -0
  18. package/lib/web-retriever/local-fetch.d.ts +1 -1
  19. package/lib/web-retriever/local-fetch.js +1 -1
  20. package/lib/web-retriever/wind-client.d.ts +1 -1
  21. package/lib/web-retriever/wind-client.js +1 -1
  22. package/package.json +1 -1
  23. package/preset/capital-generation/README.md +22 -15
  24. package/preset/capital-generation/agent.patch.yml +14 -1
  25. package/preset/capital-generation/skills/capital-data-protocol/SKILL.md +4 -1
  26. package/selected-skills/InvestSkill/UPSTREAM.md +17 -0
  27. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/SKILL.md +10 -296
  28. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/references/10-retrieving-the-filing.md +130 -0
  29. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/references/11-key-metrics-table.md +129 -0
  30. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/10k-digest/references/12-language-mode.md +60 -0
  31. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/bear-case/SKILL.md +5 -3
  32. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/catalyst-calendar/SKILL.md +10 -284
  33. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/catalyst-calendar/references/10-persona.md +113 -0
  34. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/catalyst-calendar/references/11-section-c-company-specific.md +108 -0
  35. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/catalyst-calendar/references/12-section-f-90-day.md +85 -0
  36. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/SKILL.md +11 -433
  37. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/references/10-overview.md +82 -0
  38. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/references/11-porter-s-five-forces.md +137 -0
  39. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/references/12-innovation-disruption-assessment.md +112 -0
  40. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/competitor-analysis/references/13-input-formats.md +130 -0
  41. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/SKILL.md +12 -639
  42. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/10-analysis-framework.md +138 -0
  43. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/11-dividend-history-and-reliability.md +131 -0
  44. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/12-share-buyback-analysis.md +125 -0
  45. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/13-fcf-deployment-scorecard.md +133 -0
  46. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/dividend-analysis/references/14-output.md +149 -0
  47. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/SKILL.md +10 -411
  48. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/references/10-analysis-framework.md +194 -0
  49. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/references/11-data-sources.md +196 -0
  50. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-call-analysis/references/12-thesis-invalidation.md +43 -0
  51. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/SKILL.md +11 -234
  52. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/references/10-overview.md +86 -0
  53. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/references/11-phase-4-the-implied.md +60 -0
  54. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/references/12-output-format.md +83 -0
  55. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/earnings-preview/references/13-standard-signal-output.md +34 -0
  56. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/economics-analysis/SKILL.md +10 -304
  57. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/economics-analysis/references/10-key-economic-indicators.md +98 -0
  58. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/economics-analysis/references/11-credit-market-indicators.md +114 -0
  59. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/economics-analysis/references/12-recession-probability-scoring.md +114 -0
  60. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/SKILL.md +11 -236
  61. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/references/10-overview.md +83 -0
  62. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/references/11-phase-5-overlap-with.md +69 -0
  63. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/references/12-output-format.md +79 -0
  64. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/etf-analysis/references/13-standard-signal-output.md +34 -0
  65. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/SKILL.md +11 -243
  66. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/10-overview.md +61 -0
  67. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/11-phase-2-source-hierarchy.md +54 -0
  68. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/12-phase-5-consistency.md +90 -0
  69. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/fact-check/references/13-notes.md +68 -0
  70. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/SKILL.md +11 -499
  71. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/references/10-overview.md +143 -0
  72. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/references/11-phase-3-financial-statement.md +167 -0
  73. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/references/12-phase-6-management-tone.md +176 -0
  74. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/financial-report-analyst/references/13-thesis-invalidation.md +43 -0
  75. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/SKILL.md +10 -291
  76. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/references/10-overview.md +117 -0
  77. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/references/11-step-3-position-locator.md +112 -0
  78. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/industry-map/references/12-visualization-support.md +84 -0
  79. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/SKILL.md +10 -457
  80. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/references/10-analysis-framework.md +185 -0
  81. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/references/11-pattern-recognition.md +175 -0
  82. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/insider-trading/references/12-interpretation-guidelines.md +120 -0
  83. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/SKILL.md +11 -503
  84. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/references/10-analysis-framework.md +132 -0
  85. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/references/11-ownership-concentration-analysis.md +166 -0
  86. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/references/12-red-flags-warning-signs.md +192 -0
  87. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/institutional-ownership/references/13-thesis-invalidation.md +43 -0
  88. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/SKILL.md +11 -264
  89. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/10-overview.md +63 -0
  90. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/11-phase-2-explanation-card.md +108 -0
  91. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/12-output-format.md +88 -0
  92. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/learning-coach/references/13-standard-signal-output.md +34 -0
  93. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/options-analysis/SKILL.md +11 -448
  94. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/options-analysis/references/10-analysis-framework.md +109 -0
  95. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/options-analysis/references/11-implied-volatility-iv-analysis.md +102 -0
  96. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/options-analysis/references/12-earnings-play-analysis.md +109 -0
  97. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/options-analysis/references/13-data-sources.md +159 -0
  98. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/portfolio-review/SKILL.md +11 -435
  99. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/portfolio-review/references/10-phase-1-portfolio-snapshot.md +124 -0
  100. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/portfolio-review/references/11-phase-6-correlation-diversification.md +124 -0
  101. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/portfolio-review/references/12-phase-9-rebalancing-decision.md +153 -0
  102. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/portfolio-review/references/13-data-verification.md +62 -0
  103. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/position-ladder/SKILL.md +11 -372
  104. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/position-ladder/references/10-overview.md +102 -0
  105. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/position-ladder/references/11-phase-3-the-trim.md +88 -0
  106. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/position-ladder/references/12-phase-6-the-thesis.md +105 -0
  107. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/position-ladder/references/13-input-formats.md +105 -0
  108. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/risk-stress-test/SKILL.md +10 -250
  109. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/risk-stress-test/references/10-overview.md +92 -0
  110. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/risk-stress-test/references/11-phase-4-correlation-spike.md +116 -0
  111. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/risk-stress-test/references/12-notes.md +65 -0
  112. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/SKILL.md +11 -381
  113. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/10-sector-overview.md +123 -0
  114. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/11-sector-correlation-matrix.md +90 -0
  115. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/12-peer-benchmarking-within-sector.md +92 -0
  116. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/sector-analysis/references/13-consumer-staples.md +105 -0
  117. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/short-interest/SKILL.md +10 -352
  118. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/short-interest/references/10-analysis-framework.md +110 -0
  119. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/short-interest/references/11-bearish-thesis-evaluation.md +118 -0
  120. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/short-interest/references/12-data-sources.md +148 -0
  121. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/SKILL.md +16 -603
  122. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/10-analysis-components.md +122 -0
  123. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/11-dupont-decomposition.md +121 -0
  124. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/12-quality-scoring-framework.md +115 -0
  125. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/13-dcf-framework.md +113 -0
  126. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/14-analyst-consensus-tracking.md +127 -0
  127. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-eval/references/15-thesis-invalidation.md +43 -0
  128. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-screener/SKILL.md +5 -3
  129. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/SKILL.md +12 -595
  130. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/references/10-overview.md +133 -0
  131. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/references/11-method-2-comparable-company.md +127 -0
  132. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/references/12-football-field-summary-valuation.md +140 -0
  133. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/references/13-terminal-value-two-methods.md +121 -0
  134. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/stock-valuation/references/14-when-dcf-is.md +110 -0
  135. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/SKILL.md +12 -304
  136. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/references/10-overview.md +73 -0
  137. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/references/11-phase-3-dividends-qualified.md +67 -0
  138. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/references/12-framework-non-us-module.md +61 -0
  139. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/references/13-scoring-tax-efficiency-score.md +83 -0
  140. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/tax-lens/references/14-thesis-invalidation.md +55 -0
  141. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/SKILL.md +16 -612
  142. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/10-chart-pattern-analysis.md +172 -0
  143. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/11-chart-visualization-support.md +181 -0
  144. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/12-multi-timeframe-analysis-mtf.md +95 -0
  145. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/13-advanced-indicators-ichimoku-cloud.md +61 -0
  146. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/14-options-flow-integration.md +95 -0
  147. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/technical-analysis/references/15-thesis-invalidation.md +45 -0
  148. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/SKILL.md +10 -274
  149. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/10-overview.md +94 -0
  150. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/11-phase-5-the-pre.md +113 -0
  151. package/selected-skills/InvestSkill/plugins/us-stock-analysis/skills/thesis-tracker/references/12-example.md +90 -0
  152. package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-catalyst-calendar/SKILL.md +5 -3
  153. package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-idea-generation/SKILL.md +5 -3
  154. package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-sector-overview/SKILL.md +5 -3
  155. package/selected-skills/investment-skills/skills/buffett-investment-framework/SKILL.md +1 -1
  156. package/selected-skills/peter-lynch-skill/skills/peter-lynch-skill/SKILL.md +5 -3
  157. 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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  - `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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+ anything is missing.
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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": "2.8.1",
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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",