@v587d/capital-generation 2.7.2 → 2.7.4

package/selected-skills/catalog.js

@@ -8,6 +8,15 @@ export const SELECTED_SKILL_SKILL_DIRS = Object.freeze({
   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',
+  // 上游有六个 skills 根（vertical-plugins/<条线>/skills/），并且 agent-plugins/<角色>/skills/ 是它自己
+  // vendored 的副本（上游 CLAUDE.md 规定"不许直接改 bundled copies"）。provider 只扫一个根，
+  // 因此只登记规范根那一条线：vertical-plugins/china-finance/skills —— 上游自己写明 skill 正文就 authored 在这里。
+  // 另外五条线（投行 / PE / 基金运营 / 财富 / 账户）与副本留在快照里当材料，不进可选清单。
+  'claude-for-financial-services-cn': 'vertical-plugins/china-finance/skills',
 })
 
 // Selected-skill metadata owned by Capital Generation. Upstream snapshots remain unchanged.
@@ -698,6 +707,348 @@ export const SELECTED_SKILL_CATALOG = Object.freeze([
       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.',
+    },
+  },
+  {
+    key: 'chinaEarningsAnalysis',
+    name: 'china-earnings-analysis',
+    label: { zh: 'A 股业绩点评', en: 'A-Share Earnings Review' },
+    description: {
+      zh: '把已覆盖公司的季报或年报写成 A 股卖方体例的点评：实际 / 一致预期 / 上期的差异表、收入与利润率分解、资产负债表与现金流关注点，再落到估值与风险。',
+      en: 'Writes a quarterly or annual update in Chinese sell-side format: an actual / consensus / prior variance table, revenue and margin decomposition, balance-sheet and cash-flow focus, then valuation and risks.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'earnings', 'filings', 'financial-health'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。本插件没有一致预期的结构化取数面：那一列取不到就留空并点名缺失，不用记忆补。报告里的评级与目标价段落属于推演练习，不构成买卖建议。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. This plugin has no consensus endpoint: that column stays empty and the gap is named rather than remembered. The rating and target-price paragraphs are exercises, not investment advice.',
+    },
+  },
+  {
+    key: 'chinaEarningsPreview',
+    name: 'china-earnings-preview',
+    label: { zh: 'A 股财报前瞻', en: 'A-Share Earnings Preview' },
+    description: {
+      zh: '公布前把关注点排好：历史基线、要盯的三到五个指标、乐观 / 基准 / 悲观三档情景与触发条件，按 A 股披露节奏（业绩预告、快报、正式报告）写前瞻。',
+      en: 'Sets up the pre-release frame: historical baseline, the three to five metrics that matter, bull / base / bear scenarios with their triggers, all on the A-share rhythm of 预告, 快报 and the full report.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'earnings', 'monitoring'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。宿主取不到一致预期时，情景对比写在历史与自家披露口径上，并标明那是你自己的基线；文中的仓位与交易策略设想属于推演练习。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. With no retrievable consensus, scenarios are framed against history and the company’s own disclosed range, labelled as your baseline; the sizing and trade ideas it sketches are exercises.',
+    },
+  },
+  {
+    key: 'chinaCompsAnalysis',
+    name: 'china-comps-analysis',
+    label: { zh: 'A 股可比公司倍数', en: 'A-Share Comparable Multiples' },
+    description: {
+      zh: '按 A 股口径搭同业倍数表：板块分组与市值 / 增速 / 盈利性筛选，P/E（动态·静态·TTM）、P/B、EV/EBITDA 与溢价折价的解释，最后收敛成一个估值区间。',
+      en: 'Builds a peer multiple table on A-share conventions: sector grouping with size, growth and profitability screens, dynamic / static / TTM P/E, P/B and EV/EBITDA, premium and discount explanations, and a resulting valuation range.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'valuation', 'competition'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。区间随倍数假设大幅移动，末尾的目标价与投资建议属于推演练习，本插件不据它下单，也不给仓位数字。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. The range moves with the multiple assumptions, and the closing target price and recommendation are exercises: this plugin places no orders and derives no position size from them.',
+    },
+  },
+  {
+    key: 'chinaDcf',
+    name: 'china-dcf',
+    label: { zh: 'A 股 DCF 口径', en: 'A-Share DCF Conventions' },
+    description: {
+      zh: '用中国财报口径跑 DCF：无风险利率取十年期国债收益率、A 股股权风险溢价、25% 税率（高新技术企业 15%）、本币终值增长，再把 WACC 与敏感性摊开。',
+      en: 'Runs a DCF on Chinese conventions: a 10-year government bond yield as the risk-free rate, A-share equity risk premium, 25% tax (15% for 高新技术企业), local-currency terminal growth, then WACC and sensitivities.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'valuation', 'cash-flow'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。国债收益率或 β 取不到时按假设区间做敏感性并写明假设，不假设一个点位；行业利润率的默认值是这个模型的输入，不是对公司的预测。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. If the bond yield or beta cannot be retrieved, the model runs as a labelled sensitivity band rather than a guessed level; the sector margin defaults are inputs to this model, not forecasts of the company.',
+    },
+  },
+  {
+    key: 'chinaSectorOverview',
+    name: 'china-sector-overview',
+    label: { zh: 'A 股行业全景', en: 'A-Share Sector Landscape' },
+    description: {
+      zh: '画一张 A 股行业地图：市场规模与集中度、政策与监管框架、竞争格局与按板块的关键 KPI（批价、装机量、NIM 一类），再落到主题与估值对照。',
+      en: 'Maps an A-share industry: market size and concentration, the policy and regulatory frame, competitive structure with sector-specific KPIs (批价, 装机量, NIM and the like), then themes and valuation context.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'macro', 'competition', 'business-analysis'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。行业口径的统计取不到就写成缺口，不折算成记忆里的数；多空一览与"重点标的、目标价、评级"一节属于推演练习，本插件不据它下单，也不给仓位。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. Industry statistics that do not come back stay a named gap rather than a remembered figure; the long / short list and the 重点标的、目标价、评级 section are exercises — no orders and no position size come from them.',
+    },
+  },
+  {
+    key: 'chinaCatalystCalendar',
+    name: 'china-catalyst-calendar',
+    label: { zh: 'A 股催化剂日历', en: 'A-Share Catalyst Calendar' },
+    description: {
+      zh: '把 A 股的披露与事件按时间排成注意力日历：财报与业绩预告、股东大会、解禁与分红回购、政策与行业会议，并标出压在同一个事件链上的公司。',
+      en: 'Lays A-share disclosures and events out as an attention calendar: earnings and 业绩预告, shareholder meetings, lockup expiries, dividends and buybacks, policy and industry events, flagging names hanging on the same event chain.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'monitoring', 'macro', 'earnings'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。与美股口径的「催化剂地图」同族，但换成 A 股披露节奏；日期没取回来就标成未确认，不编日历，也不预测价格走向。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. The same family as the US-market Catalyst Map, retuned to A-share disclosure rhythm; a date that did not come back is marked unconfirmed rather than invented, and the calendar forecasts no price direction.',
+    },
+  },
+  {
+    key: 'chinaBreakTrace',
+    name: 'china-break-trace',
+    label: { zh: 'A 股财务核查', en: 'A-Share Forensic Review' },
+    description: {
+      zh: '对 A 股财报做取证式核查：科目勾稽、利润与现金流的背离、应收与存货异常、营运资本口径，再读审计意见类型、交易所问询与处罚公告里的信号。',
+      en: 'Works through A-share statements forensically: line-item tie-outs, the gap between earnings and cash flow, receivable and inventory anomalies, working-capital behaviour, then what auditor opinions, exchange inquiries and penalties signal.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'risk', 'financial-health', 'verification'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。它列的是"该去查什么"，不是指控，也不构成买卖建议；与「风险与催化剂监控」部分重叠，这颗按报表科目与监管文书走。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. It lists what to investigate, not an accusation, and is not investment advice; it overlaps the risk-and-catalyst module but works from statement lines and regulatory documents.',
+    },
+  },
+  {
+    key: 'chinaVarianceCommentary',
+    name: 'china-variance-commentary',
+    label: { zh: 'A 股业绩差异表述', en: 'A-Share Variance Commentary' },
+    description: {
+      zh: '把差异写成读得懂的中文：超预期 / 低于预期怎么分类、驱动因素归因到哪一层、口径与单位一致性怎么交代，以及"这个变化意味着什么"的句子级写法。',
+      en: 'Turns variances into readable Chinese commentary: how to classify beat / miss / in-line, where to attribute the driver, how to keep 口径 and units consistent, and how to say what the change actually means.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'earnings', 'verification'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。宿主取不到一致预期时，差异就写在去年同期、先前口径与披露区间上，并说明那是哪种基线，不冒充市场共识。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. Without a retrievable consensus, variances are stated against prior-year, your own earlier figures and the disclosed range — labelled as which baseline, never dressed up as market consensus.',
+    },
+  },
+  {
+    key: 'chinaInitiatingCoverage',
+    name: 'china-initiating-coverage',
+    label: { zh: 'A 股首次覆盖', en: 'A-Share Initiation Report' },
+    description: {
+      zh: '按券商研究所体例搭一份 A 股首次覆盖：公司与行业分析、三表建模、估值与倍数区间、图表清单与报告骨架，一路写到评级与目标价那一节。',
+      en: 'Assembles an initiation report in Chinese sell-side form: company and industry analysis, three-statement modelling, valuation and multiple ranges, the exhibit list and the report skeleton, through to the rating and target-price section.',
+    },
+    owner: 'jwangkun',
+    repository: 'claude-for-financial-services-cn',
+    status: 'watchlist',
+    lastCommit: '2026-09-14',
+    reviewBy: '2026-11-08',
+    tags: ['a-share', 'valuation', 'business-analysis', 'filings'],
+    riskNote: {
+      zh: '冷启动实验；上游最近一次提交是 2026-09-14，启用前请自行复核来源。五档评级与目标价是把材料写成一个结论的推演练习，本插件不据它下单，也不给仓位数字；报告写在最终答复里、不产出文件，页数只是体量参考。',
+      en: 'Cold-start experiment; upstream last moved on 2026-09-14, so review the sources before use. The five-tier rating and target price are a conclusion exercise: this plugin places no orders and gives no position size on them. The report is written into the final reply rather than a file, and the page counts are only a sense of scale.',
+    },
+  },
 ])
 
 export const SELECTED_SKILL_TAG_LABELS = Object.freeze({
@@ -723,6 +1074,7 @@ export const SELECTED_SKILL_TAG_LABELS = Object.freeze({
     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',
@@ -749,6 +1101,7 @@ export const SELECTED_SKILL_TAG_LABELS = Object.freeze({
     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/claude-for-financial-services-cn/LICENSE

@@ -0,0 +1,201 @@
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