@v587d/capital-generation 2.7.5 → 2.7.7

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-idea-generation/SKILL.md

@@ -5,34 +5,37 @@ description: Systematic stock screening and investment idea sourcing for A-share
 
 # china-idea-generation
 
+> 本文件相对上游 `d7585ca` 快照做过合规改写（取数与凭据口径），逐条记在快照根目录的 UPSTREAM.md；方法论、阈值与输出模板未改。
+
 ## Purpose
 
 Systematically surface new **A股投资机会** through quantitative screens, thematic analysis, and pattern recognition.
 
 ## Data Sources
 
-### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
+A screen is a set of conditions applied to numbers somebody else handed back, and this step retrieves none of them: the plugin has one retrieval entry — the main agent delegating to the role that owns structured data or web and disclosure material — and it holds no data-service key and runs no query from here.
 
-```python
-get_market_overview()                    → Top gainers, losers, most active
-get_quote(ticker)                        → Price, PE, PB, market cap
-get_historical_data(ticker)              → Price trends, momentum
-get_financials(ticker, "income")         → Financial metrics
-get_financials(ticker, "balance")        → Balance sheet health
-get_industry_stocks(industry="...")      → Peer comparison
-```
+发 brief 时按族写清标的或筛选条件、要的字段与 as-of 日期：
+
+- 全市场快照：涨跌幅榜、成交额榜与异动名单
+- 候选池的行情与估值：价格、PE / PB、市值，以及一段价格序列（动量与形态要用同一段区间）
+- 财务口径：利润表与资产负债表的关键科目（筛选阈值那一节按这些数下判断）
+- 分类与同业：行业分类口径下的成分股清单，以及同一批字段（一次 brief，别逐个问）
 
 ### Secondary Screening Data
 
-| Data | Source | Use |
-|------|--------|-----|
-| 龙虎榜 (Dragon-Tiger list) | 东方财富 | Unusual activity, institutional interest |
+| Data | 披露/发布方 | Use |
+|------|-------------|-----|
+| 龙虎榜 (Dragon-Tiger list) | 交易所每日榜单 | Unusual activity, institutional interest |
 | 北向资金 (Northbound flows) | 沪深港通 | Foreign investor sentiment |
 | 融资融券 (Margin trading) | 交易所 | Leverage and sentiment |
-| 股东人数变化 | 巨潮 | Institutional accumulation/distribution |
-| 机构持仓 | 季报/F10 | Fund ownership trends |
+| 股东人数变化 | 定期报告与公告 | Institutional accumulation/distribution |
+| 机构持仓 | 季报 / F10 | Fund ownership trends |
 | 大宗交易 (Block trades) | 交易所 | Smart money signals |
 
+这几档同样按"要哪个字段"写进 brief，由检索侧决定去哪儿取；哪一档没回来就在筛选记录里写明它缺席，
+不许凭印象把它算进或排除。北向那一档按宿主返回的口径转述——实时买卖明细已停止披露，别写成"净买入"。
+
 ## Workflow
 
 ### Step 1: Define Screen Criteria
@@ -211,13 +214,16 @@ Output: Event-driven opportunities
 - **Medium**: Good thesis, catalyst timeline uncertain
 - **Low**: Exploratory, needs more research
 
+清单里的 Idea Type（Long / Short）、信念档与后面那条仓位设想，是把筛选结果写成一个结论的**推演练习**：
+本插件没有券商接口，不据它下单，也不会替你建任何一笔仓；它同样不去替你决定这笔做不做。
+
 ### Step 7: Monitor & Update
 
 **Ongoing tracking:**
 - Weekly price and news updates
-- Catalyst tracking (china-catalyst-calendar)
+- Catalyst tracking（事件日期与是否落地，逐条复查）
 - Thesis validation / invalidation
-- Position sizing recommendations
+- Position sizing recommendations（若使用者要一个仓位，按宿主的风险预算口径把算式写出来给他看，不落成订单）
 
 **Update triggers:**
 - Earnings results
@@ -271,7 +277,5 @@ Before delivering ideas list:
 - [ ] Conviction levels assigned
 - [ ] Liquidity verified (tradable)
 - [ ] Regulatory/compliance review passed
-> **Data Source Mode Switch**: Set env var `IFIND_DATA_SOURCE_MODE` to control data source preference.
-> - `ifind-only` (strict): Use iFind only, error if unavailable
-> - `ifind-fallback` (default): iFind preferred, fallback to AkShare
-> - `akshare-only, wind-only (Wind only), wind-fallback (Wind first, fallback to iFind → AkShare)`: Skip iFind, use AkShare only
+
+> 取数档位（接哪家数据服务、用哪个密钥）由宿主的凭据域决定：这份选股清单不配置它，也不向使用者索取凭据。

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-initiating-coverage/SKILL.md

@@ -268,4 +268,4 @@ Before delivering:
 - [ ] All citations complete
 - [ ] Compliance disclosures included
 > 取数档位（接哪家数据服务、用哪个密钥）由宿主的凭据域决定：这份报告不配置它，也不向使用者索取凭据。
-> 报告里的评级五档与目标价是把上面这些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。
+> 报告里的评级五档与目标价是把上面这些材料写成一个结论的**推演练习**：本插件没有券商接口，不据它下单，也不会替你执行任何一笔。

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-morning-note/SKILL.md

@@ -5,64 +5,45 @@ description: Daily morning research note for A-share markets. Summarizes overnig
 
 # china-morning-note
 
+> 本文件相对上游 `d7585ca` 快照做过合规改写（取数与凭据口径），逐条记在快照根目录的 UPSTREAM.md；方法论、阈值与输出模板未改。
+
 ## Purpose
 
 Draft concise **A股晨会纪要/每日策略**, summarizing overnight developments and pre-market sentiment for the Chinese equity market. Designed for the typical Chinese sell-side 晨会 format (typically 7:00-8:30 AM before market open).
 
-## Data Sources (Multi-Tier)
-
-### Tier 0 — 万得 Wind（最全面付费数据）
-- 覆盖：A股/港美股/基金/指数/债券/宏观/研报/分析（44个工具）
-- MCP 服务：`wind-mcp`（需 `WIND_API_KEY` 密钥，以 `ak_` 开头）
-- 优势：全市场覆盖面最广、数据最全面、包含研报和量化分析
-- 密钥申请：https://aifinmarket.wind.com.cn/#/home
-
-### Tier 1 - Tonghuashun iFind (paid)
-```python
-ifind_search_news(query)       -> Real-time financial news
-ifind_search_trending_news()   -> Trending events
-ifind_index_data(query)        -> Index data
-ifind_sector_data(query)       -> Sector data
-```
-
-### Tier 2 - AkShare / Other (free, fallback)
+## Data Sources
 
-> Data source mode: `IFIND_DATA_SOURCE_MODE=ifind-only` for iFind-only mode.
+A morning note is assembled before the open from material this step does not fetch: the plugin has one retrieval entry — the main agent delegating it to the role that owns market data or web and disclosure material — and this note holds no data-service key and issues no query of its own.
 
-## Data Sources (Legacy)
+按族发 brief，每条写明标的或指标、要的字段与 as-of 日期：
 
-### Market Data
+- 指数与全市场：四大指数（上证 / 深证成 / 创业板 / 科创50）上一交易日收盘、涨跌家数、成交额；全市场新闻流
+- 隔夜与外盘：美股三大指数、恒生、原油 / 铜 / 黄金、USD/CNY
+- 资金与情绪：北向与南向的成交口径、两融余额、龙虎榜异动名单
+- 公司要闻与披露：前一晚与今晨的公告（业绩预告、增减持、重大合同、回购）、已有研报条目
+- 事件日历：今日披露、解禁、股东大会、业绩说明会、宏观数据发布
 
-```python
-get_market_overview()          → Top gainers, losers, most active
-get_index_data("000001")       → 上证指数
-get_index_data("399001")       → 深证成指
-get_index_data("399006")       → 创业板指
-get_index_data("000688")       → 科创50
-get_stock_news(ticker="")      → Market headlines
-```
-
-### News & Sentiment
+| 材料 | 由谁取 | 注意 |
+|------|--------|------|
+| 行情、指数、资金口径 | 宿主结构化取数，回传为数据集引用 | 全套统一 as-of；晨会的写法是"前一交易日收盘 + 今晨可用信息" |
+| 公告、政策原文、监管通报 | 宿主的披露与网页检索（正文过长时由其解析成可读文本） | 引用落到具体文件与时点 |
+| 宏观指标 | 把发布方与频率列进检索 brief（见下表） | 取不到就写成缺口，不折算成记忆里的数 |
 
-| Source | Coverage |
-|--------|----------|
-| china-news MCP | Stock-specific and market headlines from 东方财富 |
-| 财联社 | Real-time financial news |
-| 华尔街见闻 | Macro and market news |
-| 证券时报 | Regulatory and market news |
-| 中国新闻网 / 新华社 | Policy announcements |
+披露场所与资讯站点由检索侧决定去哪儿取：这份纪要只写"要哪一类文件"，不把某个站点或某家服务商的工具当取数指令。
+没回来的那一档在正文里写成"未取到"，不要让前一天早上的数字冒充今天的。
 
-### Macro Data (if relevant)
+### Macro context (which indicators matter, and their release cadence)
 
-| Data | Source | Frequency |
+| Data | 发布方 | Frequency |
 |------|--------|-----------|
 | PMI (制造业/非制造业) | 国家统计局 | Monthly |
 | CPI / PPI | 国家统计局 | Monthly |
 | Social financing / M2 | 央行 | Monthly |
 | FX rate (USD/CNY) | 中国外汇交易中心 | Daily |
 | Bond yields (10Y CGB) | 中国债券信息网 | Daily |
-| 北向资金 | 沪深港通 | Daily |
-| Southbound 南向资金 | 沪深港通 | Daily |
+| 北向 / 南向资金 | 沪深港通 | Daily |
+
+北向那一档按宿主返回的口径转述：实时买卖明细已停止披露，不要把取到的成交额写成"净买入"。
 
 ## Workflow
 
@@ -181,6 +162,9 @@ For each idea:
 - Flag high-conviction ideas vs. lower-conviction
 - Include risk management notes (止损位, 仓位建议)
 
+【今日策略】里的方向（Long / Short / Watch）、止损位与仓位写法，是把上面这些材料写成一个结论的**推演练习**：
+本插件没有券商接口，不据它下单，也不会替你执行任何一笔。
+
 **Typical length:**
 - 300-600 words for daily note
 - 800-1,500 words for weekly strategy piece
@@ -225,3 +209,5 @@ Before delivering:
 - [ ] Event calendar complete
 - [ ] Risk factors included
 - [ ] Tone appropriate for morning meeting format
+
+> 取数档位（接哪家数据服务、用哪个密钥）由宿主的凭据域决定：这份晨会纪要不配置它，也不向使用者索取凭据。

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-sector-overview/SKILL.md

@@ -254,4 +254,4 @@ Before delivering:
 - [ ] Ideas shortlist included (3-5 names)
 - [ ] Risk factors specific to China market included
 > 取数档位（接哪家数据服务、用哪个密钥）由宿主的凭据域决定：这份行业报告不配置它，也不向使用者索取凭据。
-> Step 8 的 Long / Short 一览与第七节的重点标的、目标价、评级是把上面这些材料写成结论的**推演练习**：本插件不据它下单，也不给仓位。
+> Step 8 的 Long / Short 一览与第七节的重点标的、目标价、评级是把上面这些材料写成结论的**推演练习**：本插件没有券商接口，不据它下单，也不会替你执行任何一笔。

package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-thesis-tracker/SKILL.md

@@ -5,29 +5,31 @@ description: Maintain and update investment theses for A-share portfolio positio
 
 # china-thesis-tracker
 
+> 本文件相对上游 `d7585ca` 快照做过合规改写（取数与凭据口径），逐条记在快照根目录的 UPSTREAM.md；方法论、阈值与输出模板未改。
+
 ## Purpose
 
 Track and maintain **A股投资逻辑/thesis** for portfolio positions and watchlist names, ensuring thesis validity is continuously monitored.
 
 ## Data Sources
 
-### Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)
+A thesis review is only as good as what came back since the last one, and this step fetches none of it: the plugin has one retrieval entry — the main agent delegating to the role that owns structured data or disclosure and web material — and it holds no data-service key here.
 
-```python
-get_quote(ticker)                        → Current price, valuation
-get_historical_data(ticker)             → Price trajectory
-get_financials(ticker, "income")         → Financial performance
-# News (china-news MCP — separate server)
-get_stock_news(ticker="{{TICKER}}")          → News affecting thesis
-get_industry_stocks(industry="...")      → Peer context
-```
+Send out briefs naming the ticker, the fields wanted and the as-of date:
+
+- 行情与估值：最新价与估值、一段股价历史（从论点建立那天到今天）
+- 财务与 KPI：三表里论点盯着的那些科目，加上公司专属 KPI（批价、动销、订单…）
+- 股东与资金口径：股本结构与股东变化、成分与资金流口径——写成字段，不写成站点或工具
+- 披露与新闻：定期报告与公告、业绩说明会材料、已有研报条目、行业与公司新闻
 
-### Secondary Sources
+| 材料 | 由谁取 | 注意 |
+|------|--------|------|
+| 财务与行情数字 | 宿主结构化取数，回传为数据集引用 | 与上一次复核用同一段区间，否则变化没得比 |
+| 公告 / 说明会纪要 / 研报 | 宿主的披露与网页检索（正文过长时由其解析成可读文本） | 引用落到具体文件与日期 |
+| 公司专属 KPI | 检索侧按行业口径去找 | 这类高频口径常常没有公开来源；取不到就只留能证实的部分，写明来源与时点 |
 
-- 巨潮公告 — corporate actions and filings
-- 业绩说明会 — management commentary
-- 券商研报 — analyst updates
-- Wind / Choice — ownership and flow data
+股东结构与资金流那几档按字段交代即可，服务商名不出现在这份逻辑里。哪个口径没回来，就在"数据追踪"那一节写成缺口，
+不用记忆里的价格、持仓或批价补上。
 
 ## Workflow
 
@@ -170,6 +172,10 @@ get_industry_stocks(industry="...")      → Peer context
    - [Key metrics to watch]
 ```
 
+第五节那个决策（Maintain / Add / Reduce / Exit）与前面的目标价、止损位、置信度，是把材料写成一个结论的**推演练习**：
+本插件没有券商接口，不据它下单，也不会替你加减任何一笔仓。使用者的实际持仓与成本由使用者提供，
+缺了就只复查逻辑、不给加减建议。
+
 ### Step 7: Portfolio-Level Review
 
 **Aggregate view:**
@@ -231,7 +237,5 @@ Before delivering thesis update:
 - [ ] Risk factors updated
 - [ ] Action recommendation clear
 - [ ] Next review date set
-> **Data Source Mode Switch**: Set env var `IFIND_DATA_SOURCE_MODE` to control data source preference.
-> - `ifind-only` (strict): Use iFind only, error if unavailable
-> - `ifind-fallback` (default): iFind preferred, fallback to AkShare
-> - `akshare-only`: Skip iFind, use AkShare only
+
+> 取数档位（接哪家数据服务、用哪个密钥）由宿主的凭据域决定：这份逻辑跟踪不配置它，也不向使用者索取凭据。

package/selected-skills/trading-skills/UPSTREAM.md

@@ -31,18 +31,21 @@
      两者都不进 catalog、也不进发布包（见 Packaging），按"不进 catalog 的正文一律不动"原样保留。
   2. **删除上游的 `.gitignore`。** 被排除的 ignore 规则会在本仓继续生效，并把"按 commit 重导"的快照
      与所钉 commit 弄成两种样子（InvestSkill 那一轮就是三个文件被静默挡掉）。vendored 快照不把 ignore 规则带进宿主仓库。
-  3. **取数与执行面口径改写**：8 份 `SKILL.md` + 2 份 `references/calculation-helpers.md`，
-     共 17 处句子级改动（+34 / −13 行）。分析结论、判定档位词汇（`must-watch` / `fragile` / `too concentrated` 一类）、
+  3. **取数与执行面口径改写**：10 份 `SKILL.md` + 3 份 `references/calculation-helpers.md`，
+     共 20 处句子级改动（+46 / −20 行）。分析结论、判定档位词汇（`must-watch` / `fragile` / `too concentrated` 一类）、
      输入清单、输出顺序与 `references/` 的框架、阈值文档一字未改。
      本颗**没有** `web search` 与记忆回填那一族（`web search` 零命中；每颗都写"缺什么就点名缺、别编"，
      `example-mode` 指使用者自带的示例数据并要求标注，不是逃生口），换的是另外三种形态：
-     - **谁去取数（6 处）**：`catalyst-map`、`watchlist-review`、`evidence-gap-check`、`thesis-validation`、
+     - **谁去取数（7 处）**：`catalyst-map`、`watchlist-review`、`evidence-gap-check`、`thesis-validation`、
        `execution-plan-check`、`portfolio-concentration` 各有一句 `Do not fetch live data unless the user
        explicitly asks to pair this skill with …`。前半句的意图（别自己去堆一堆数据）保留，
-       后半句改成"确实缺一个日期或一个字段时，把标的、字段、as-of 日期写成 brief 交给宿主取数通道——
+       后半句改成"确实缺一个日期或一个字段时，把标的、字段、as-of 日期写成交给宿主取数通道——
        角色分流的宿主里就是负责检索与行情的角色——用回来的东西继续，剩下的照旧标为未知"。
        顺带这三句原本点名的 `earnings-preview` / `macro-event-analysis` 不在可选清单里（见下面的收录判断）。
-     - **没有 shell 就算不了（2 + 2 处）**：`journal-pattern-analyzer:49` 与 `risk-reward-sanity-check:52` 的
+       本轮收录 `position-management` 时同一句按同一改法处理：这颗原本靠这句守住"不自己堆数据、
+       要不要拉一份行情是使用者点的事"，闸门只认 `fetch live` 与 `pair this skill` 两个词形，
+       所以改完必须自己核对语义还在——现在它写的是"这份复查不出网，缺什么由主 Agent 决定要不要委派去取"。
+     - **没有 shell 就算不了（2 + 4 处）**：`journal-pattern-analyzer:49` 与 `risk-reward-sanity-check:52` 的
        `For agents that support code execution, use [references/calculation-helpers.md] …` 改成
        "本插件的分析角色没有 shell，也不跑 helper 脚本：统计量交给宿主数据侧（角色分流的宿主里委派做统计与质量校验的角色），
        三笔以内可以在答复里手算并把算式写出来，缺输入的条目留空不补默认值"；
@@ -50,29 +53,40 @@
        改写成"这些量是什么、怎么取"（公式按上游 `_lib/calculations.py` 的实现核对：
        `risk_reward_ratio` = |target−entry| / |entry−stop| 每单位、`expectancy` = 胜率×均盈 − 败率×均亏，
        `kelly_fraction` 只是参照值，不作为交给使用者的仓位）。
+       本轮收录 `position-sizing` 时同一族又落两处：它的 `SKILL.md:52` 与 `references/calculation-helpers.md:3`
+       原本也是那句"能跑代码的宿主去用共享模块"——这颗自己不带取数，所以要改的只有这一处形状：
+       按 `references/methodology.md` 的基础算式（`position size = allowed trade risk / per-unit realized risk`）
+       在答复里把式子写出来，波动率一类统计量交给 `data_junior`。
      - **点名的下一步 skill 未必存在（7 处）**：`catalyst-map`、`watchlist-review`、`evidence-gap-check`、
        `thesis-validation`、`journal-pattern-analyzer`、`execution-plan-check`、`portfolio-concentration` 的
        `Next Skill` 清单原句保留，各加同一句前置条件与退路（InvestSkill 那轮的改法）：
-       点名的 skill 只有使用者显式开启才存在于会话里，本插件明确不提供的那两类（下单、给仓位）永远不存在，
-       只能说成选项、不能替使用者跑。
+       点名的 skill 只有使用者显式开启才存在于会话里，本插件明确不提供的那一类（替使用者下单与改单）永远不存在，
+       只能说成选项、不能替使用者跑。这句原本写的是"（下单、给仓位）两类"——本轮起仓位测算已收录，
+       留着就成了假话，七处与第六颗同一句一起改成执行面口径。
      **没有新增 `Retrieval:` 出处档**：上游根本没有这个枚举（§8.6 第 3 条不适用），
      不为了套前几颗的改法新造上游没有的模板字段。
 
-- 收录判断（19 颗里 9 颗进 catalog，10 颗留在快照里当可审查材料）：
+- 收录判断（19 颗里 11 颗进 catalog，8 颗留在快照里当可审查材料，其中 `etoro` 连发布包都不进）：
   - **进**：`catalyst-map`、`watchlist-review`、`evidence-gap-check`、`thesis-validation`、
     `risk-reward-sanity-check`、`execution-plan-check`、`portfolio-concentration`、
-    `journal-pattern-analyzer`、`post-trade-review`。
+    `journal-pattern-analyzer`、`post-trade-review`，本轮再加 `position-sizing` 与 `position-management`。
     `post-trade-review` 一字未动就过闸门（全文无取数、无脚本、无出图，只在 `references/review-rubric.md`
     里举了一条"高冲击数据日把仓位减 25%"的过程规则例子 → `riskNote` 写明属于过程推演）。
+    新收那两颗的输出形状：`position-sizing` 索取 account equity / risk budget / entry / stop，给
+    `Position Recommendation`（股数、合约数、占账户风险的百分比）；`position-management` 复查在手持仓，
+    给 `hold, trim, tighten risk, close, or wait` 与 `Best Next Action`。两颗都不取数、不碰凭据、不产文件，
+    所以要动的只有上面那处"能跑代码的宿主"退路句与那一句护栏，判定逻辑一字未改。
+  - **本轮判据纠正的记录**：这两颗当初按"给仓位数字与持仓加减动作"整颗不收，写的理由是
+    「评级、买卖动作和仓位决策属于明确冲突，不能直接集成」——那是把 §8.6 第 7 条读成了内容禁令。
+    本插件不收的从来是**执行面**：没有券商接口，不替使用者下单或改单（第 4 条；`etoro` 至今按这条不收，
+    也不进发布包）。仓位数字与加减建议在正文里属于方法推演，收录之后由 catalog 的 `riskNote` 承担口径，
+    正文的"不据它执行"那句也跟着写在 `Next Skill` 前置条件里。同一条误读在第六颗挡掉三颗
+    （见 `selected-skills/claude-for-financial-services-cn/UPSTREAM.md`），两处一起纠正。
   - **不进 · 执行面**：`etoro`。它是券商公开 API 的操作手册：`SKILL.md:18` "**Keys (request from the user on install)**"
     与逐步生成密钥的说明、`x-api-key` / `x-user-key` 请求头、`curl -X POST …/trading/execution/…market-open-orders/by-amount`
     带 `"IsBuy": true, "Leverage": 1`、"Use **non-demo execution endpoints** for real trading"、按 `positionId` 平仓，
     末尾还指到一个 MCP server。§8.6 第 4 条（执行面）与第 7 条（真实下单）双重排除；本插件不接券商、不下单、
     凭据只进 credentials 域（§5）。这颗连发布包都不进（`.npmignore`），全量仍住在 git 里。
-  - **不进 · 仓位与买卖动作**：`position-sizing`（索取 account equity，输出 `Position Recommendation`：
-    股数／合约数／账户风险百分比）、`position-management`（`hold, trim, tighten risk, close, or wait` + `Best Next Action`）。
-    与 `docs/reference/external-skill-scan-2026-10.md` 观察名单里既写的同一口径：
-    「评级、买卖动作和仓位决策属于明确冲突，不能直接集成」。
   - **不进 · 接管会话路由**：`pre-trade-check`、`earnings-trade-prep`、`portfolio-risk-review`、`post-trade-debrief`
     四颗 workflow。上游自己的 "Workflow routing" 段按结果分流到 11–12 颗子 skill 并给出
     `ready` / `reject` / `hold through with conditions` 一类决断，与本插件的角色路由冲突
@@ -85,9 +99,9 @@
     另外 `earnings-preview` 与 catalog 里已收录的 InvestSkill 同名那颗**撞车**——provider 的启用集合只按 `name` 认，
     `test/persona.test.mjs` 钉住 name 全局唯一，收进来必然出问题。
   - `test/selected-skills-provider.test.mjs` 用「skills 根目录 − 排除清单」派生本颗的可选清单，
-    `test/persona.test.mjs` 另把 `etoro` / `position-sizing` / `position-management` / `pre-trade-check` 明确断为不进 catalog。
+    `test/persona.test.mjs` 另把 `etoro` / `pre-trade-check` 明确断为不进 catalog（执行面与会话路由那一类）。
 - 复核方法：`git clone` 所钉 commit 后，把上游 `skills/<domain>/<name>` 与快照 `skills/<name>` 逐颗 `diff -r`——
-  差异只应包含以上三类（10 份文件、17 处句子级改动；其余 11 颗与 `_lib/`、`LICENSE` 逐字节相同）。
+  差异只应包含以上三类（13 份文件、20 处句子级改动；其余 9 颗与 `_lib/`、`LICENSE` 逐字节相同）。
   `test/selected-skills-content.test.mjs` 扫正文**结果**、本文件记**理由**，两边任一漂回去都会红。
 - Packaging: 这颗带 `.npmignore`，挡的是非运行内容：`docs/`（上游文档站与 18 份 walkthrough）、
   `scripts/`（上游的 catalog 生成与仓库校验 python）、`.github/`、`catalog.json`（上游自己的索引，与本仓
@@ -104,7 +118,7 @@
 - Runtime status: `watchlist` / 默认关闭的显式实验。只有使用者在「插件」→ Capital Generation →「精选 Skills」
   里逐格打开，它们才对**之后新建**的 Capital 根 Agent 可见；子 Agent 不继承，上游脚本从不执行。
   能力标签带来的新词是 `trade-discipline`（交易纪律 / Trade discipline），市场口径继续用 `us-stock`；
-  `riskNote` 里逐条写明各颗不做什么（不下单、不改单、不给仓位数字、不预测表现）。
+  `riskNote` 里逐条写明各颗不做什么（不预测表现；本插件没有券商接口，不据这些结论下单或改单）。
 - Review status: 2026-11-06 复查上游、许可证与维护状态。内容按美股与境外交易习惯写（SPY／QQQ／ES 期货、
   美股时段与盘前盘后、FINRA／Fidelity／Schwab 口径的集中度阈值、EURUSD 与 CFD／杠杆工具），
   **不声称适用 A 股**，也不得直接当作 A 股规则；它提供的是过程纪律而不是信号或收益承诺，

package/selected-skills/trading-skills/skills/catalyst-map/SKILL.md

@@ -104,7 +104,7 @@ Always include:
 - what requires deeper prep now versus background monitoring
 - whether the next step is `earnings-preview`, `macro-event-analysis`, `market-regime-analysis`, `thesis-validation`, or no further action yet
 
-A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and the ones this plugin deliberately does not offer — placing orders, setting position size — are not reachable at all. Say what you would check next and let the user decide.
+A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and what this plugin deliberately does not offer — placing or amending an order on the user's behalf — is not reachable at all. Say what you would check next and let the user decide.
 
 ## Best practices
 

package/selected-skills/trading-skills/skills/evidence-gap-check/SKILL.md

@@ -105,7 +105,7 @@ Always include:
 - the single highest-value next research step
 - whether the user should move next to `thesis-validation`, `earnings-preview`, `macro-event-analysis`, `market-regime-analysis`, `watchlist-review`, or stay in research mode
 
-A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and the ones this plugin deliberately does not offer — placing orders, setting position size — are not reachable at all. Say what you would check next and let the user decide.
+A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and what this plugin deliberately does not offer — placing or amending an order on the user's behalf — is not reachable at all. Say what you would check next and let the user decide.
 
 ## Best practices
 

package/selected-skills/trading-skills/skills/execution-plan-check/SKILL.md

@@ -106,7 +106,7 @@ Always include:
 - whether the plan should proceed, be resized, be restructured, or wait
 - whether the user should move next to `portfolio-concentration`, `position-sizing`, or back to `risk-reward-sanity-check`
 
-A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and the ones this plugin deliberately does not offer — placing orders, setting position size — are not reachable at all. Say what you would check next and let the user decide.
+A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and what this plugin deliberately does not offer — placing or amending an order on the user's behalf — is not reachable at all. Say what you would check next and let the user decide.
 
 ## Best practices
 

package/selected-skills/trading-skills/skills/journal-pattern-analyzer/SKILL.md

@@ -105,7 +105,7 @@ Always include:
 - one or two process changes to test next
 - whether the next step is `post-trade-review`, a revised rule in the journal, or no additional skill yet
 
-A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and the ones this plugin deliberately does not offer — placing orders, setting position size — are not reachable at all. Say what you would check next and let the user decide.
+A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and what this plugin deliberately does not offer — placing or amending an order on the user's behalf — is not reachable at all. Say what you would check next and let the user decide.
 
 ## Best practices
 

package/selected-skills/trading-skills/skills/portfolio-concentration/SKILL.md

@@ -104,7 +104,7 @@ Always include:
 - any special risk from employer stock, narrow products, or illiquid holdings
 - whether the user should move next to `position-sizing`, reduce exposure first, or review a fuller portfolio snapshot
 
-A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and the ones this plugin deliberately does not offer — placing orders, setting position size — are not reachable at all. Say what you would check next and let the user decide.
+A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and what this plugin deliberately does not offer — placing or amending an order on the user's behalf — is not reachable at all. Say what you would check next and let the user decide.
 
 ## Best practices
 

package/selected-skills/trading-skills/skills/position-management/SKILL.md

@@ -48,7 +48,7 @@ Use the user's materials first.
 
 If the original plan is missing, say that clearly and manage the position provisionally rather than inventing a clean prior plan.
 
-Do not fetch live data unless the user explicitly asks to pair this skill with another market-context or event-risk skill.
+Nothing here goes and gets market material on its own: work from what the user handed over. When the review genuinely needs a current quote or a fresh event, that is the main agent's call to delegate through the host's single retrieval entry (naming the ticker, the fields and the as-of date); whether a market-context or event-risk companion is worth pulling in is the same routing call, not this skill's.
 
 ## Analysis process
 

package/selected-skills/trading-skills/skills/position-sizing/SKILL.md

@@ -49,7 +49,7 @@ If any key input is missing, state what is missing and stop rather than invent i
 
 Use [references/methodology.md](references/methodology.md) for sizing conventions and caveats. Use [assets/trade-plan-template.md](assets/trade-plan-template.md) when the user wants a reusable planning format.
 
-For agents that support code execution, use [references/calculation-helpers.md](references/calculation-helpers.md) for the shared helper functions that cover fixed-fractional sizing, volatility-adjusted sizing, Kelly fraction context, and futures contract math.
+Use [references/calculation-helpers.md](references/calculation-helpers.md) for the quantities behind fixed-fractional sizing, volatility-adjusted sizing, Kelly fraction context, and futures contract math. This host has no shell: work each one from the base formula in [references/methodology.md](references/methodology.md) and show the arithmetic in the reply, handing volatility-type statistics to the data side (delegate `data_junior`).
 
 ## Output structure
 

package/selected-skills/trading-skills/skills/position-sizing/references/calculation-helpers.md

@@ -1,6 +1,8 @@
 # Calculation Helpers
 
-For code-execution environments, reuse the shared repo helper at `skills/_lib/calculations.py`.
+这里没有能跑代码的宿主：本插件的分析角色不带 shell，也不复用上游那份共享计算模块（它不进发布包）。
+下面每个名字对应一个可以手算的量——按 [methodology.md](methodology.md) 的基础算式在答复里把式子写出来算，
+需要波动率一类的统计量时交给宿主数据侧（本插件里是委派 `data_junior`），不在这份附属文件里自己算历史序列。
 
 Relevant functions for this skill:
 

package/selected-skills/trading-skills/skills/thesis-validation/SKILL.md

@@ -108,7 +108,7 @@ Always include:
 - the most important dependency or catalyst
 - whether the idea should move next to `market-regime-analysis`, `risk-reward-sanity-check`, `position-sizing`, or more research
 
-A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and the ones this plugin deliberately does not offer — placing orders, setting position size — are not reachable at all. Say what you would check next and let the user decide.
+A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and what this plugin deliberately does not offer — placing or amending an order on the user's behalf — is not reachable at all. Say what you would check next and let the user decide.
 
 ## Best practices
 

package/selected-skills/trading-skills/skills/watchlist-review/SKILL.md

@@ -104,7 +104,7 @@ Always include:
 - what additional prep each top name needs
 - whether the next step is `earnings-preview`, `macro-event-analysis`, `market-regime-analysis`, `thesis-validation`, or no further action yet
 
-A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and the ones this plugin deliberately does not offer — placing orders, setting position size — are not reachable at all. Say what you would check next and let the user decide.
+A skill named above is an option for the user, not a step this role can take: only the skills the user switched on exist in this session, and what this plugin deliberately does not offer — placing or amending an order on the user's behalf — is not reachable at all. Say what you would check next and let the user decide.
 
 ## Best practices