npm - @v587d/capital-generation - Versions diffs - 2.7.2 → 2.7.3 - Mend

@v587d/capital-generation 2.7.2 → 2.7.3

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package/selected-skills/InvestSkill/FAQ.md DELETED Viewed

@@ -1,509 +0,0 @@
-# FAQ & Troubleshooting
-Frequently asked questions and solutions for common issues with InvestSkill.
----
-## Table of Contents
-- [Installation Issues](#installation-issues)
-- [Platform-Specific Questions](#platform-specific-questions)
-- [Usage & Features](#usage--features)
-- [Compatibility & Versions](#compatibility--versions)
-- [Bug Reports & Feature Requests](#bug-reports--feature-requests)
-- [Advanced Questions](#advanced-questions)
----
-## Installation Issues
-### Claude Code
-**Q: How do I install the InvestSkill plugin?**
-A:
-```bash
-claude
-/plugin marketplace add yennanliu/InvestSkill
-/plugin install us-stock-analysis
-/plugin list  # Verify installation
-```
-**Q: The plugin doesn't appear after installation**
-A:
-1. Restart Claude Code: `exit` and re-run `claude`
-2. Clear cache: `/plugin marketplace remove yennanliu/InvestSkill` then re-add
-3. Check version: `/plugin list` should show `us-stock-analysis v1.4.0`
-**Q: I get "plugin not found" error**
-A:
-- Verify marketplace is added: `/plugin marketplace list`
-- Try adding marketplace again: `/plugin marketplace add yennanliu/InvestSkill`
-- Check internet connection
-- Restart Claude Code
-**Q: Can I use it locally without internet?**
-A: No. InvestSkill requires internet for:
-- Marketplace lookup
-- Fetching current financial data
-- Live market prices
-### Cursor IDE
-**Q: How do I set up InvestSkill in Cursor?**
-A: Simply open the repository in Cursor — rules auto-load:
-```bash
-git clone https://github.com/yennanliu/InvestSkill.git
-cd InvestSkill
-cursor .
-```
-The `.cursor/rules/invest-skill.mdc` file auto-loads in Cursor AI Chat.
-**Q: Rules not appearing in Cursor AI Chat**
-A:
-1. Verify `.cursor/rules/invest-skill.mdc` exists: `ls .cursor/rules/invest-skill.mdc`
-2. Check file isn't empty: `wc -l .cursor/rules/invest-skill.mdc` (should be 100+)
-3. Restart Cursor: Close and reopen
-4. Verify rules are loaded: Ask "What analysis frameworks are available?" in Cursor Chat
-**Q: @prompts/ references not working**
-A:
-1. Ensure you're in the InvestSkill directory: `pwd` should end with `/InvestSkill`
-2. Verify prompts/ directory exists: `ls prompts/ | wc -l` (should show 17)
-3. Check file name spelling: `@prompts/stock-eval.md` (not `stock_eval`)
-4. Try full path: `@prompts/stock-valuation.md`
-### Gemini CLI
-**Q: How do I use InvestSkill with Gemini CLI?**
-A:
-```bash
-cd /path/to/InvestSkill
-gemini
-# GEMINI.md auto-loads
-> @prompts/stock-eval.md Evaluate AAPL
-```
-**Q: GEMINI.md not auto-loading**
-A:
-1. Verify you're in InvestSkill directory: `pwd`
-2. Check GEMINI.md exists and is valid: `head -20 GEMINI.md`
-3. Verify Gemini CLI is installed: `gemini --version`
-4. Start fresh: `exit` and re-run `gemini`
-**Q: Can I use InvestSkill outside the project directory?**
-A: No. Gemini CLI only auto-loads `.md` files from the current directory. You can:
-- Always `cd` to InvestSkill before running `gemini`
-- Copy `prompts/` to your working directory
-- Use `@` to reference files by full path if your Gemini version supports it
-### GitHub Copilot
-**Q: How do I set up Copilot for InvestSkill?**
-A:
-- In VS Code: `.github/copilot-instructions.md` auto-loads
-- In JetBrains: Same file auto-loads
-- No manual setup needed
-**Q: Copilot doesn't understand investment frameworks**
-A:
-1. Verify `.github/copilot-instructions.md` exists
-2. Restart IDE
-3. Ask explicitly: "Reference @prompts/stock-eval.md to analyze AAPL"
----
-## Platform-Specific Questions
-### Can I use skills across different platforms?
-**Q: If I start analysis in Claude Code, can I continue in Cursor?**
-A: Not directly. Each platform has its own session. However:
-- The **same frameworks** are available on all platforms
-- You can **copy results** from one platform to another
-- Use the `full-report` skill for a complete analysis you can share as one HTML file
-### Do all platforms have the same skills?
-**Q: Are all 34 skills available on every platform?**
-A: Yes — every platform gets the same 34 skills: 30 analysis frameworks, 3 aliases (`fundamental-analysis`, `dcf-valuation`, `research-bundle`, which redirect to the skill that absorbed them), and the `report-generator` output tool.
-- **Claude Code**: ✅ All 34 skills as `/skill-name` commands
-- **Cursor**: ✅ All 34 skills as `@prompts/skill-name.md` files
-- **Gemini CLI**: ✅ All 34 skills as `@prompts/skill-name.md` files
-- **Copilot**: ✅ All 30 frameworks via `.github/copilot-instructions.md`
-- **Universal**: ✅ 34 prompts in `prompts/`, one per skill
-**Why isn't report-generator counted as a framework?**
-Report-generator is an output tool (it renders other skills' results as HTML/PDF), not an analysis framework, so the advertised count is 30 even though 34 files ship. The three aliases are likewise installed but not counted.
-### Version differences between platforms
-**Q: Are all platforms on the same version?**
-A:
-```bash
-# Check all versions
-jq '.version' plugins/us-stock-analysis/.claude-plugin/plugin.json  # Claude Code
-jq '.metadata.version' .claude-plugin/marketplace.json               # Marketplace
-grep "version" GEMINI.md | head -1                                   # Gemini
-grep "version" .cursor/rules/invest-skill.mdc | head -1             # Cursor
-```
-All should show **1.4.0** (as of latest release).
-If they differ:
-```bash
-npm run pre-release  # Run validation
-git log --oneline | head -5  # Check recent commits
-```
----
-## Usage & Features
-### Stock Analysis
-**Q: What's the difference between stock-eval and fundamental-analysis?**
-A:
-- **stock-eval**: Quick quality scoring (Piotroski F-Score, ROIC/WACC, risk matrix)
-  - Use when: You need a fast go/no-go decision
-  - Output: Single 0-10 score with verdict
-- **fundamental-analysis**: Deep financial statement dive
-  - Use when: You want detailed financial quality analysis
-  - Output: Multi-section analysis with visualizations
-**Q: Which skill should I use for valuation?**
-A:
-- **dcf-valuation**: Single intrinsic value model with sensitivity
-  - Use when: You want DCF-based fair value
-- **stock-valuation**: Multi-method valuation (DCF + CCA + EV/EBITDA + P/E)
-  - Use when: You want multiple valuation perspectives
-- **fundamental-analysis**: Can include basic valuation
-  - Use when: You're already doing comprehensive fundamental review
-**Q: Can I use InvestSkill for crypto/forex/commodities?**
-A: No. InvestSkill is designed specifically for **US stocks**. It won't work reliably for:
-- Cryptocurrencies
-- Forex pairs
-- Commodities (oil, gold, etc.)
-- International stocks (outside US)
-- Options directly (but has options-analysis for equity options)
-**Q: What if a stock doesn't exist or is delisted?**
-A:
-- Models may return errors or zero data
-- Framework will note missing data
-- Always verify ticker symbol before analysis
-- Use `stock-eval AAPL` not `Apple` — must use ticker
-### Data & Inputs
-**Q: Can I paste my own financial data?**
-A: Yes! Skills support:
-- **Paste financial statements**: Balance sheet, income statement, cash flow
-- **Paste SEC filings**: 10-K, 10-Q, 8-K text
-- **Paste earnings transcripts**: Earnings call transcripts
-- **Paste your portfolio**: Holdings list with allocations
-Example:
-```
-@prompts/fundamental-analysis.md
-[paste balance sheet and income statement]
-Analyze financial quality and trends
-```
-**Q: What timeframe of data should I provide?**
-A:
-- **Minimum**: Last 2 years (2 annual reports)
-- **Recommended**: Last 5 years (for trend analysis)
-- **Ideal**: Last 10 years (for cyclical analysis)
-**Q: Does InvestSkill fetch live market data?**
-A:
-- Depends on platform and model
-- May use training data (knowledge cutoff)
-- For latest prices, provide current data in your query
-- Always verify prices are up-to-date before making decisions
-### Output & Reports
-**Q: What's the Investment Signal Block?**
-A: Standardized output format at end of every analysis:
-```
-╔══════════════════════════════════════════════╗
-║              INVESTMENT SIGNAL               ║
-╠══════════════════════════════════════════════╣
-║ Signal:      BULLISH / NEUTRAL / BEARISH     ║
-║ Confidence:  HIGH / MEDIUM / LOW             ║
-║ Horizon:     SHORT / MEDIUM / LONG-TERM      ║
-║ Score:       X.X / 10                        ║
-╠══════════════════════════════════════════════╣
-║ Action:      BUY / HOLD / SELL               ║
-║ Conviction:  STRONG / MODERATE / WEAK        ║
-╚══════════════════════════════════════════════╝
-```
-Use the **Action** field (BUY/HOLD/SELL) as decision guidance.
-**Q: Can I generate HTML/PDF reports?**
-A: Yes, with Claude Code:
-```bash
-/us-stock-analysis:report-generator
-# Outputs HTML file that you can print to PDF
-```
-For other platforms, copy analysis output to a document editor.
----
-## Compatibility & Versions
-### Version & Support
-**Q: What version of InvestSkill is current?**
-A: **v1.4.0** (released 2026-02-27)
-Check your version:
-```bash
-# Claude Code
-/plugin list | grep us-stock-analysis
-# Cursor/Gemini (in repository)
-jq '.version' plugins/us-stock-analysis/.claude-plugin/plugin.json
-```
-**Q: Is my version supported?**
-A:
-- ✅ v1.4.0 and above: Full support
-- ✅ v1.3.0: Full support (cross-AI features)
-- ⚠️  v1.2.0 and below: Limited support (missing skills)
-**Q: How often are new versions released?**
-A:
-- **Major versions** (1.0 → 2.0): As needed for significant changes
-- **Minor versions** (1.3 → 1.4): Every 2-4 weeks
-- **Patch versions** (1.4.0 → 1.4.1): As needed for bug fixes
-**Q: Will my analysis change if I upgrade?**
-A: Unlikely, but possible:
-- Frameworks may be refined (more accurate results)
-- Signal scoring may adjust (same direction, possibly different confidence)
-- New prompts won't affect old analysis
-- **Always verify important decisions independently**
-### Platform Compatibility
-**Q: Which Claude Code version do I need?**
-A:
-- **Minimum**: Claude Code v1.0+
-- **Recommended**: Latest version
-- **Check**: Run `claude --version`
-**Q: Which Claude models does InvestSkill work with?**
-A: Any. InvestSkill is plain markdown, so it runs on whichever model your Claude Code session uses, and on any other LLM via the universal prompts in `prompts/`. More capable models handle multi-module runs like `full-report` best.
-**Q: Which Cursor version do I need?**
-A:
-- **Minimum**: Cursor 0.30+
-- **Recommended**: Latest version
-- **Check**: Cursor Settings → About
-**Q: Can I use InvestSkill with other Cursor extensions?**
-A: Yes! The `.cursor/rules/` approach works alongside other extensions:
-- Other rules files auto-load together
-- InvestSkill rules don't conflict with standard Cursor features
-- Safe to use with other analysis tools
----
-## Bug Reports & Feature Requests
-### How to Report a Bug
-**Q: I found a bug. How do I report it?**
-A: Open a [GitHub Issue](https://github.com/yennanliu/InvestSkill/issues) with:
-1. **Title**: Brief description (e.g., "stock-eval fails for NVDA")
-2. **Platform**: Claude Code / Cursor / Gemini / Copilot / Other
-3. **Version**: Output of version check command
-4. **Steps to reproduce**:
-   ```
-   1. Run /stock-eval NVDA
-   2. Observe error message
-   3. Expected behavior: [what should happen]
-   ```
-5. **Error message**: Full error text (use code block)
-6. **System info**: OS (macOS/Linux/Windows), Claude Code version, etc.
-### How to Request Features
-**Q: I have a feature idea. How do I suggest it?**
-A: Open a [GitHub Discussion](https://github.com/yennanliu/InvestSkill/discussions) with:
-1. **Title**: Feature summary (e.g., "Add cryptocurrency analysis skills")
-2. **Use case**: Why you need this feature
-3. **Example**: How you'd use it
-4. **Why InvestSkill**: Why this belongs in InvestSkill vs. other tools
-**Q: What features are planned?**
-A: See [CHANGELOG.md](CHANGELOG.md) for:
-- What's in the current release
-- What was added in each version
-- Check GitHub Issues for planned features
-### Getting Help
-**Q: Where can I ask questions?**
-A:
-- 💬 **GitHub Discussions**: Best for general questions
-- 🐛 **GitHub Issues**: For bugs and feature requests
-- 📖 **Documentation**: Check README.md, COOKBOOK.md, this FAQ
-- 🤔 **Ask in prompts**: You can ask Claude/Gemini how to use skills
----
-## Advanced Questions
-### Customization
-**Q: Can I modify the frameworks?**
-A: You can customize locally:
-```bash
-# Copy framework to your project
-cp prompts/stock-eval.md my-custom-stock-eval.md
-# Modify it
-nano my-custom-stock-eval.md
-# Use your version in Claude Code
-# Copy content to clipboard and paste into chat
-```
-**Q: Can I create my own skills?**
-A: Yes! See [ADDING-NEW-SKILLS.md](ADDING-NEW-SKILLS.md) for:
-- Step-by-step walkthrough
-- File structure
-- Testing procedures
-- Platform sync checklist
-**Q: Can I contribute my skills to InvestSkill?**
-A: Absolutely! Follow the [ADDING-NEW-SKILLS.md](ADDING-NEW-SKILLS.md) guide and open a PR. We welcome contributions!
-### Performance & Optimization
-**Q: Why is analysis slow sometimes?**
-A:
-- Model latency (depends on Claude Code server)
-- Complex analysis (research-bundle is slower than stock-eval)
-- Network latency (if fetching external data)
-- Model capacity (during peak hours)
-Optimization:
-- Use simpler skills for quick decisions (stock-eval)
-- Use research-bundle when you need comprehensive analysis
-- Switch to a faster model with `/model` when speed matters more than depth
-**Q: Can I batch analyze multiple stocks?**
-A: Yes, with `research-bundle`:
-```bash
-/us-stock-analysis:research-bundle AAPL,MSFT,GOOGL
-```
-Or manually in sequence:
-```bash
-/stock-eval AAPL
-/stock-eval MSFT
-/stock-eval GOOGL
-# Then ask for comparison summary
-```
-### Integration & API
-**Q: Can I use InvestSkill programmatically?**
-A:
-- **Claude Code plugin**: No direct API (use Claude API + plugin context)
-- **Universal prompts**: Use Claude API with prompts as system message
-- **Gemini CLI**: Run from scripts that call `gemini` command
-**Q: Can I integrate with my own tools?**
-A: Yes! Copy the prompts into your tool:
-```python
-# In your Python code
-with open('prompts/stock-eval.md') as f:
-    framework = f.read()
-# Use with Claude API
-import anthropic
-client = anthropic.Anthropic()
-response = client.messages.create(
-    model="claude-opus-5",
-    max_tokens=16000,
-    system=framework,
-    messages=[{"role": "user", "content": "Evaluate AAPL"}]
-)
-```
----
-## Still Need Help?
-- 📚 **[Documentation](README.md)** — Complete setup guides
-- 📖 **[Cookbook](site/content/COOKBOOK.md)** — Examples and walkthroughs
-- 🎯 **[Platform Guides](README-claude-code.md)** — Platform-specific instructions
-- 💬 **[GitHub Discussions](https://github.com/yennanliu/InvestSkill/discussions)** — Ask questions
-- 🐛 **[GitHub Issues](https://github.com/yennanliu/InvestSkill/issues)** — Report problems
----
-**Last Updated**: 2026-04-11
-**FAQ Version**: 1.0
-**Covered Skills**: 18
-**Covered Platforms**: 5