alphacouncil-agent 0.5.1 → 0.5.3
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.
- package/.claude/commands/alpha.md +79 -0
- package/.claude-plugin/marketplace.json +2 -2
- package/.claude-plugin/plugin.json +1 -1
- package/.codex-plugin/plugin.json +1 -1
- package/.grok/commands/alpha.md +79 -0
- package/.opencode/command/alpha.md +79 -0
- package/AGENTS.md +17 -10
- package/CHANGELOG.md +21 -0
- package/CLAUDE.md +6 -0
- package/README.ja.md +19 -0
- package/README.md +19 -10
- package/README.zh-CN.md +19 -0
- package/commands/alpha.md +79 -0
- package/package.json +1 -1
- package/.claude/commands/alphacouncil-market.md +0 -23
- package/.claude/commands/alphacouncil-quick.md +0 -19
- package/.claude/commands/alphacouncil-screen.md +0 -21
- package/.claude/commands/alphacouncil.md +0 -39
- package/.grok/commands/alphacouncil-market.md +0 -23
- package/.grok/commands/alphacouncil-quick.md +0 -19
- package/.grok/commands/alphacouncil-screen.md +0 -21
- package/.grok/commands/alphacouncil.md +0 -39
- package/.opencode/command/alphacouncil-market.md +0 -23
- package/.opencode/command/alphacouncil-quick.md +0 -19
- package/.opencode/command/alphacouncil-screen.md +0 -21
- package/.opencode/command/alphacouncil.md +0 -39
- package/commands/alphacouncil-market.md +0 -23
- package/commands/alphacouncil-quick.md +0 -19
- package/commands/alphacouncil-screen.md +0 -21
- package/commands/alphacouncil.md +0 -39
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---
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description: Equity research council — full run, quick read, mechanical screen, or market narrative
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argument-hint: [ticker] [quick|screen|market|options|news] · or just a question
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---
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# /alpha
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Request: **$ARGUMENTS**
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## Route on the arguments — do not ask what they meant
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| `$ARGUMENTS` looks like | Do this |
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|---|---|
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| *(empty)* | Print the mode table below and stop. Do not start a run. |
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| a ticker alone, or a question | **Full council.** Go to "Full council" below. |
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| ticker + `quick` | The `quick` preset: 4 analysts and the debate. No bench, no verification. |
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| ticker + `screen` | `screen_ticker` only. No language-model judgment, no subagents. |
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| ticker + `options` | `get_options_chain` only. |
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| ticker + `news` | `get_news` on the symbol, and on its CIK when it is a US filer. |
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| `market` (with or without a theme) | `get_market_narrative`. Add the theme as `extra_queries`. |
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When `$ARGUMENTS` is empty, print exactly this and stop:
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```
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/alpha MU full council — asks which preset first
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/alpha MU quick 4 analysts + debate, no bench, no verification
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/alpha MU screen mechanical filings screen only (no model spend)
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/alpha MU options IV term structure, skew, positioning (no model spend)
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/alpha MU news dated filings and headlines (no model spend)
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/alpha market AI what the market is talking about (no model spend)
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```
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Say plainly that the four marked modes call keyless data tools and spawn no subagents, so
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they cost nothing beyond this turn. The council modes spawn one subagent per seat, and that
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is where the spend is.
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## Full council
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1. **Ask which preset first.** Call `list_council_options` and present the three with their
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seat counts. A council is 7 to 44 seats and that range is the user's time and money.
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**Skip the question when the request already answered it** — a named roster, "everything",
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"be quick". A confirmation nobody needed is an interruption.
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2. Follow `skills/alphacouncil-agent/SKILL.md` from Stage 0. Do not improvise a shorter
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workflow: a report that looks finished and skipped the bench is worse than an obviously
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partial one.
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3. **Call the tools rather than searching for numbers they can supply.** `screen_ticker`,
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`get_quote`, `get_options_chain`, `get_macro_snapshot`, `get_news`. Search is for
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explanation and for what is not yet filed.
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4. Every selected master must report before the run is complete. `out_of_scope` is a
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conclusion, not an abstention.
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5. Give price bands with the condition attached to each. "The cycle position is undetermined"
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changes what the bands depend on; it does not excuse leaving them out.
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## Quick mode owes the reader one sentence
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State in the output that no master lenses ran and nothing was cross-verified, so the
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confidence is lower than a standard run. Without it, a four-seat run reads like a full
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council result.
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## Screen mode
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A rule whose inputs are missing is `skipped`, **never a pass** — reporting "6/7 passed"
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without naming the seventh misrepresents the screen. Surviving is not a recommendation; it
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means the name is worth research time. For a non-US ticker, say which market it is and use
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`market_coverage` rather than returning nothing.
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## Market mode
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Read it by the gap, not the ranking. A theme leading coverage while its series has not moved
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means the story is ahead of the data, or the market stopped listening — say which. A series
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that moved sharply while its theme is barely covered is the more valuable finding. Headline
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counts measure attention, never truth.
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## Never
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- Never fill a number from memory when a tool could have supplied it.
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- Never let social or narrative evidence enter the conclusion on its own.
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Educational software. The report says so.
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},
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"metadata": {
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"description": "AlphaCouncil plugins for public-equity research.",
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"version": "0.5.
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"version": "0.5.3"
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},
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"plugins": [
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{
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"name": "alphacouncil-agent",
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"source": "./",
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"description": "Multi-agent equity research: evidence packets, bull/bear debate, portfolio-manager decision.",
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"version": "0.5.
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"version": "0.5.3",
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"author": {
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"name": "Zhao73"
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},
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{
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"name": "alphacouncil-agent",
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"version": "0.5.
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"version": "0.5.3",
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"description": "Multi-agent public-equity research workflow for Claude Code: spawns analyst workers, gathers sourced JSON evidence packets, runs bull/bear debate, and produces a portfolio-manager Buy/Overweight/Hold/Underweight/Sell decision with a full report.",
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"author": {
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"name": "Zhao73"
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@@ -0,0 +1,79 @@
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---
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description: Equity research council — full run, quick read, mechanical screen, or market narrative
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argument-hint: [ticker] [quick|screen|market|options|news] · or just a question
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---
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5
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+
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# /alpha
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7
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+
|
|
8
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Request: **$ARGUMENTS**
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9
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+
|
|
10
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+
## Route on the arguments — do not ask what they meant
|
|
11
|
+
|
|
12
|
+
| `$ARGUMENTS` looks like | Do this |
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+
|---|---|
|
|
14
|
+
| *(empty)* | Print the mode table below and stop. Do not start a run. |
|
|
15
|
+
| a ticker alone, or a question | **Full council.** Go to "Full council" below. |
|
|
16
|
+
| ticker + `quick` | The `quick` preset: 4 analysts and the debate. No bench, no verification. |
|
|
17
|
+
| ticker + `screen` | `screen_ticker` only. No language-model judgment, no subagents. |
|
|
18
|
+
| ticker + `options` | `get_options_chain` only. |
|
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19
|
+
| ticker + `news` | `get_news` on the symbol, and on its CIK when it is a US filer. |
|
|
20
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+
| `market` (with or without a theme) | `get_market_narrative`. Add the theme as `extra_queries`. |
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+
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When `$ARGUMENTS` is empty, print exactly this and stop:
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```
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+
/alpha MU full council — asks which preset first
|
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26
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+
/alpha MU quick 4 analysts + debate, no bench, no verification
|
|
27
|
+
/alpha MU screen mechanical filings screen only (no model spend)
|
|
28
|
+
/alpha MU options IV term structure, skew, positioning (no model spend)
|
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29
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+
/alpha MU news dated filings and headlines (no model spend)
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30
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+
/alpha market AI what the market is talking about (no model spend)
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31
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+
```
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32
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+
|
|
33
|
+
Say plainly that the four marked modes call keyless data tools and spawn no subagents, so
|
|
34
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+
they cost nothing beyond this turn. The council modes spawn one subagent per seat, and that
|
|
35
|
+
is where the spend is.
|
|
36
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+
|
|
37
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+
## Full council
|
|
38
|
+
|
|
39
|
+
1. **Ask which preset first.** Call `list_council_options` and present the three with their
|
|
40
|
+
seat counts. A council is 7 to 44 seats and that range is the user's time and money.
|
|
41
|
+
**Skip the question when the request already answered it** — a named roster, "everything",
|
|
42
|
+
"be quick". A confirmation nobody needed is an interruption.
|
|
43
|
+
2. Follow `skills/alphacouncil-agent/SKILL.md` from Stage 0. Do not improvise a shorter
|
|
44
|
+
workflow: a report that looks finished and skipped the bench is worse than an obviously
|
|
45
|
+
partial one.
|
|
46
|
+
3. **Call the tools rather than searching for numbers they can supply.** `screen_ticker`,
|
|
47
|
+
`get_quote`, `get_options_chain`, `get_macro_snapshot`, `get_news`. Search is for
|
|
48
|
+
explanation and for what is not yet filed.
|
|
49
|
+
4. Every selected master must report before the run is complete. `out_of_scope` is a
|
|
50
|
+
conclusion, not an abstention.
|
|
51
|
+
5. Give price bands with the condition attached to each. "The cycle position is undetermined"
|
|
52
|
+
changes what the bands depend on; it does not excuse leaving them out.
|
|
53
|
+
|
|
54
|
+
## Quick mode owes the reader one sentence
|
|
55
|
+
|
|
56
|
+
State in the output that no master lenses ran and nothing was cross-verified, so the
|
|
57
|
+
confidence is lower than a standard run. Without it, a four-seat run reads like a full
|
|
58
|
+
council result.
|
|
59
|
+
|
|
60
|
+
## Screen mode
|
|
61
|
+
|
|
62
|
+
A rule whose inputs are missing is `skipped`, **never a pass** — reporting "6/7 passed"
|
|
63
|
+
without naming the seventh misrepresents the screen. Surviving is not a recommendation; it
|
|
64
|
+
means the name is worth research time. For a non-US ticker, say which market it is and use
|
|
65
|
+
`market_coverage` rather than returning nothing.
|
|
66
|
+
|
|
67
|
+
## Market mode
|
|
68
|
+
|
|
69
|
+
Read it by the gap, not the ranking. A theme leading coverage while its series has not moved
|
|
70
|
+
means the story is ahead of the data, or the market stopped listening — say which. A series
|
|
71
|
+
that moved sharply while its theme is barely covered is the more valuable finding. Headline
|
|
72
|
+
counts measure attention, never truth.
|
|
73
|
+
|
|
74
|
+
## Never
|
|
75
|
+
|
|
76
|
+
- Never fill a number from memory when a tool could have supplied it.
|
|
77
|
+
- Never let social or narrative evidence enter the conclusion on its own.
|
|
78
|
+
|
|
79
|
+
Educational software. The report says so.
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@@ -0,0 +1,79 @@
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1
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---
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2
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description: Equity research council — full run, quick read, mechanical screen, or market narrative
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argument-hint: [ticker] [quick|screen|market|options|news] · or just a question
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+
---
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5
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+
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# /alpha
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+
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8
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Request: **$ARGUMENTS**
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9
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+
|
|
10
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+
## Route on the arguments — do not ask what they meant
|
|
11
|
+
|
|
12
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+
| `$ARGUMENTS` looks like | Do this |
|
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13
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+
|---|---|
|
|
14
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+
| *(empty)* | Print the mode table below and stop. Do not start a run. |
|
|
15
|
+
| a ticker alone, or a question | **Full council.** Go to "Full council" below. |
|
|
16
|
+
| ticker + `quick` | The `quick` preset: 4 analysts and the debate. No bench, no verification. |
|
|
17
|
+
| ticker + `screen` | `screen_ticker` only. No language-model judgment, no subagents. |
|
|
18
|
+
| ticker + `options` | `get_options_chain` only. |
|
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19
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+
| ticker + `news` | `get_news` on the symbol, and on its CIK when it is a US filer. |
|
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20
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+
| `market` (with or without a theme) | `get_market_narrative`. Add the theme as `extra_queries`. |
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21
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+
|
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22
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+
When `$ARGUMENTS` is empty, print exactly this and stop:
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+
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```
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25
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+
/alpha MU full council — asks which preset first
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26
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+
/alpha MU quick 4 analysts + debate, no bench, no verification
|
|
27
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+
/alpha MU screen mechanical filings screen only (no model spend)
|
|
28
|
+
/alpha MU options IV term structure, skew, positioning (no model spend)
|
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29
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+
/alpha MU news dated filings and headlines (no model spend)
|
|
30
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+
/alpha market AI what the market is talking about (no model spend)
|
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31
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+
```
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32
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+
|
|
33
|
+
Say plainly that the four marked modes call keyless data tools and spawn no subagents, so
|
|
34
|
+
they cost nothing beyond this turn. The council modes spawn one subagent per seat, and that
|
|
35
|
+
is where the spend is.
|
|
36
|
+
|
|
37
|
+
## Full council
|
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38
|
+
|
|
39
|
+
1. **Ask which preset first.** Call `list_council_options` and present the three with their
|
|
40
|
+
seat counts. A council is 7 to 44 seats and that range is the user's time and money.
|
|
41
|
+
**Skip the question when the request already answered it** — a named roster, "everything",
|
|
42
|
+
"be quick". A confirmation nobody needed is an interruption.
|
|
43
|
+
2. Follow `skills/alphacouncil-agent/SKILL.md` from Stage 0. Do not improvise a shorter
|
|
44
|
+
workflow: a report that looks finished and skipped the bench is worse than an obviously
|
|
45
|
+
partial one.
|
|
46
|
+
3. **Call the tools rather than searching for numbers they can supply.** `screen_ticker`,
|
|
47
|
+
`get_quote`, `get_options_chain`, `get_macro_snapshot`, `get_news`. Search is for
|
|
48
|
+
explanation and for what is not yet filed.
|
|
49
|
+
4. Every selected master must report before the run is complete. `out_of_scope` is a
|
|
50
|
+
conclusion, not an abstention.
|
|
51
|
+
5. Give price bands with the condition attached to each. "The cycle position is undetermined"
|
|
52
|
+
changes what the bands depend on; it does not excuse leaving them out.
|
|
53
|
+
|
|
54
|
+
## Quick mode owes the reader one sentence
|
|
55
|
+
|
|
56
|
+
State in the output that no master lenses ran and nothing was cross-verified, so the
|
|
57
|
+
confidence is lower than a standard run. Without it, a four-seat run reads like a full
|
|
58
|
+
council result.
|
|
59
|
+
|
|
60
|
+
## Screen mode
|
|
61
|
+
|
|
62
|
+
A rule whose inputs are missing is `skipped`, **never a pass** — reporting "6/7 passed"
|
|
63
|
+
without naming the seventh misrepresents the screen. Surviving is not a recommendation; it
|
|
64
|
+
means the name is worth research time. For a non-US ticker, say which market it is and use
|
|
65
|
+
`market_coverage` rather than returning nothing.
|
|
66
|
+
|
|
67
|
+
## Market mode
|
|
68
|
+
|
|
69
|
+
Read it by the gap, not the ranking. A theme leading coverage while its series has not moved
|
|
70
|
+
means the story is ahead of the data, or the market stopped listening — say which. A series
|
|
71
|
+
that moved sharply while its theme is barely covered is the more valuable finding. Headline
|
|
72
|
+
counts measure attention, never truth.
|
|
73
|
+
|
|
74
|
+
## Never
|
|
75
|
+
|
|
76
|
+
- Never fill a number from memory when a tool could have supplied it.
|
|
77
|
+
- Never let social or narrative evidence enter the conclusion on its own.
|
|
78
|
+
|
|
79
|
+
Educational software. The report says so.
|
package/AGENTS.md
CHANGED
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@@ -71,22 +71,29 @@ Verified against a real install (grok 0.2.101) rather than from documentation:
|
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## Slash commands
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| `/
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| `/
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| `/
|
|
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|
-
| `/
|
|
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+
**One command, `/alpha`.** Modes are arguments, so there is one name to remember
|
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|
+
rather than four in a menu of a hundred.
|
|
76
|
+
|
|
77
|
+
| Invocation | What runs | Model spend |
|
|
78
|
+
|---|---|---|
|
|
79
|
+
| `/alpha MU` | Full council — asks which preset first | one subagent per seat |
|
|
80
|
+
| `/alpha MU quick` | 4 analysts + debate, no bench, no verification | 7 seats |
|
|
81
|
+
| `/alpha MU screen` | Mechanical filings screen only | **none** |
|
|
82
|
+
| `/alpha MU options` | IV term structure, skew, positioning | **none** |
|
|
83
|
+
| `/alpha MU news` | Dated filings and headlines | **none** |
|
|
84
|
+
| `/alpha market AI` | What the market is talking about | **none** |
|
|
85
|
+
| `/alpha` | Lists the modes and stops | **none** |
|
|
86
|
+
|
|
87
|
+
The four marked **none** call keyless data tools and spawn no subagents, so they cost
|
|
88
|
+
nothing beyond the turn you type them in. The council modes spawn one subagent per seat, and
|
|
89
|
+
that is the entire cost of running this.
|
|
83
90
|
|
|
84
91
|
| Host | Where it reads them |
|
|
85
92
|
|---|---|
|
|
86
93
|
| Claude Code | `commands/` via `.claude-plugin/plugin.json`, plus `.claude/commands/` for a checkout |
|
|
87
94
|
| OpenCode | `.opencode/command/` |
|
|
88
95
|
| Grok Build | `.grok/commands/`, and `.claude/commands/` as a high-priority compatibility source |
|
|
89
|
-
| Codex | `~/.codex/prompts/` is **user-scoped
|
|
96
|
+
| Codex | `~/.codex/prompts/` is **user-scoped**: `mkdir -p ~/.codex/prompts && cp commands/alpha.md ~/.codex/prompts/` |
|
|
90
97
|
|
|
91
98
|
## Market data coverage
|
|
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99
|
|
package/CHANGELOG.md
CHANGED
|
@@ -2,6 +2,27 @@
|
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|
2
2
|
|
|
3
3
|
Notable changes per release. Dates are UTC.
|
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4
4
|
|
|
5
|
+
## [0.5.3] — 2026-07-26
|
|
6
|
+
|
|
7
|
+
### Fixed
|
|
8
|
+
|
|
9
|
+
- The 0.5.2 tarball was cut before the translated READMEs and `docs/INSTALL.md` learned that
|
|
10
|
+
`/alpha` exists, so an installed copy carried stale Chinese and Japanese documentation
|
|
11
|
+
while the repository did not. Docs-only; no code changed.
|
|
12
|
+
|
|
13
|
+
## [0.5.2] — 2026-07-26
|
|
14
|
+
|
|
15
|
+
### Changed
|
|
16
|
+
|
|
17
|
+
- **Four slash commands collapse into one: `/alpha`**, with the modes as arguments.
|
|
18
|
+
`/alphacouncil-quick` and friends were long to type and, in a menu of a hundred commands,
|
|
19
|
+
four near-identical entries are harder to navigate than one. Modes: bare ticker for the
|
|
20
|
+
full council, plus `quick`, `screen`, `options`, `news`, and `market`. Invoked with no
|
|
21
|
+
arguments it lists the modes and stops rather than guessing.
|
|
22
|
+
- The modes that spawn no subagents are marked as such, because that is the actual choice a
|
|
23
|
+
user is making — `screen`, `options`, `news` and `market` call keyless data tools and cost
|
|
24
|
+
nothing beyond the turn.
|
|
25
|
+
|
|
5
26
|
## [0.5.1] — 2026-07-26
|
|
6
27
|
|
|
7
28
|
### Added
|
package/CLAUDE.md
CHANGED
|
@@ -19,6 +19,12 @@ Default behavior is full workflow. Do not downgrade to lite, smoke-test, or debu
|
|
|
19
19
|
|
|
20
20
|
Also follow `skills/agent-skills-governance/SKILL.md`. It is bundled with this plugin and applies the `addyosmani/agent-skills` style of explicit gates, anti-rationalizations, and exit criteria to AlphaCouncil runs. Do not treat it as an optional local setup step.
|
|
21
21
|
|
|
22
|
+
## Invocation
|
|
23
|
+
|
|
24
|
+
`/alpha <ticker>` runs the council; `/alpha` with no arguments lists its modes and stops.
|
|
25
|
+
`quick`, `screen`, `options`, `news` and `market` select narrower modes, and the last four
|
|
26
|
+
spawn no subagents at all.
|
|
27
|
+
|
|
22
28
|
## Analyst Roles
|
|
23
29
|
|
|
24
30
|
Default evidence roles (the eight-seat default fan-out):
|
package/README.ja.md
CHANGED
|
@@ -107,6 +107,25 @@ codex plugin marketplace add Zhao73/alphacouncil-agent
|
|
|
107
107
|
完全なレポートは `~/.alphacouncil-agent/runs/<run_id>/final_report.md` に書き出され、
|
|
108
108
|
同じディレクトリに各アナリストの Markdown ファイルと `artifact_index.md` も保存されます。
|
|
109
109
|
|
|
110
|
+
### スラッシュコマンド
|
|
111
|
+
|
|
112
|
+
**コマンドは `/alpha` ひとつ。** モードは引数です —— 100 を超えるコマンド一覧の中から 4 つを探すのではなく、覚える名前はひとつだけです。
|
|
113
|
+
|
|
114
|
+
| 入力 | 実行内容 | モデル消費 |
|
|
115
|
+
|---|---|---|
|
|
116
|
+
| `/alpha MU` | フル委員会 —— 先にどのプリセットか確認します | 席ごとに 1 サブエージェント |
|
|
117
|
+
| `/alpha MU quick` | アナリスト 4 名+討論。マスター陣なし、検証なし | 7 席 |
|
|
118
|
+
| `/alpha MU screen` | 機械的スクリーニングのみ | **なし** |
|
|
119
|
+
| `/alpha MU options` | IV ターム構造、スキュー、建玉分布 | **なし** |
|
|
120
|
+
| `/alpha MU news` | 日付付きの提出書類とニュース | **なし** |
|
|
121
|
+
| `/alpha market AI` | 市場が語っている物語 | **なし** |
|
|
122
|
+
| `/alpha` | モード一覧を出して停止 | **なし** |
|
|
123
|
+
|
|
124
|
+
**なし** と記した 4 つはキー不要のデータツールを呼ぶだけで、サブエージェントを一切起動しません。入力したそのターン以外に消費はありません。委員会モードは席ごとにサブエージェントを起動し、それがこのプラグインのコストのすべてです。
|
|
125
|
+
|
|
126
|
+
Claude Code、OpenCode、Grok Build ではインストール後すぐ使えます。Codex の prompts はユーザースコープなので一度コピーしてください:
|
|
127
|
+
`mkdir -p ~/.codex/prompts && cp commands/alpha.md ~/.codex/prompts/`
|
|
128
|
+
|
|
110
129
|
## 何ができるか
|
|
111
130
|
|
|
112
131
|
既定はフル実行であり、簡易サマリーではありません:
|
package/README.md
CHANGED
|
@@ -125,16 +125,25 @@ with analyst Markdown files and `artifact_index.md` in the same run directory.
|
|
|
125
125
|
|
|
126
126
|
### Slash commands
|
|
127
127
|
|
|
128
|
-
|
|
129
|
-
|
|
130
|
-
|
|
131
|
-
|
|
|
132
|
-
|
|
133
|
-
| `/
|
|
134
|
-
|
|
135
|
-
|
|
136
|
-
|
|
137
|
-
`
|
|
128
|
+
**One command, `/alpha`.** Modes are arguments, so there is one name to remember
|
|
129
|
+
rather than four in a menu of a hundred.
|
|
130
|
+
|
|
131
|
+
| Invocation | What runs | Model spend |
|
|
132
|
+
|---|---|---|
|
|
133
|
+
| `/alpha MU` | Full council — asks which preset first | one subagent per seat |
|
|
134
|
+
| `/alpha MU quick` | 4 analysts + debate, no bench, no verification | 7 seats |
|
|
135
|
+
| `/alpha MU screen` | Mechanical filings screen only | **none** |
|
|
136
|
+
| `/alpha MU options` | IV term structure, skew, positioning | **none** |
|
|
137
|
+
| `/alpha MU news` | Dated filings and headlines | **none** |
|
|
138
|
+
| `/alpha market AI` | What the market is talking about | **none** |
|
|
139
|
+
| `/alpha` | Lists the modes and stops | **none** |
|
|
140
|
+
|
|
141
|
+
The four marked **none** call keyless data tools and spawn no subagents, so they cost
|
|
142
|
+
nothing beyond the turn you type them in. The council modes spawn one subagent per seat, and
|
|
143
|
+
that is the entire cost of running this.
|
|
144
|
+
|
|
145
|
+
Available in Claude Code, OpenCode and Grok Build as soon as the plugin is installed. Codex keeps
|
|
146
|
+
its prompts user-scoped, so copy it once: `mkdir -p ~/.codex/prompts && cp commands/alpha.md ~/.codex/prompts/`
|
|
138
147
|
|
|
139
148
|
## What It Does
|
|
140
149
|
|
package/README.zh-CN.md
CHANGED
|
@@ -107,6 +107,25 @@ codex plugin marketplace add Zhao73/alphacouncil-agent
|
|
|
107
107
|
完整报告写入 `~/.alphacouncil-agent/runs/<run_id>/final_report.md`。
|
|
108
108
|
同一目录还会写入每个分析师的 Markdown 文件和 `artifact_index.md` 文件索引。
|
|
109
109
|
|
|
110
|
+
### 斜杠命令
|
|
111
|
+
|
|
112
|
+
**一个命令,`/alpha`。** 模式当参数 —— 只用记一个名字,而不是在上百条命令的菜单里找四个。
|
|
113
|
+
|
|
114
|
+
| 输入 | 跑什么 | 额度消耗 |
|
|
115
|
+
|---|---|---|
|
|
116
|
+
| `/alpha MU` | 完整议会 —— 先问你跑哪个预设 | 每席一个子代理 |
|
|
117
|
+
| `/alpha MU quick` | 4 分析师 + 辩论,无大师、无验证 | 7 席 |
|
|
118
|
+
| `/alpha MU screen` | 只跑机械筛选 | **零** |
|
|
119
|
+
| `/alpha MU options` | 隐含波动率期限结构、偏斜、持仓分布 | **零** |
|
|
120
|
+
| `/alpha MU news` | 带日期的申报与新闻 | **零** |
|
|
121
|
+
| `/alpha market AI` | 市场在讲什么故事 | **零** |
|
|
122
|
+
| `/alpha` | 列出模式后停下 | **零** |
|
|
123
|
+
|
|
124
|
+
标「零」的四个只调免 key 数据工具、**不启动任何子代理**,除了你敲的这一轮之外不消耗额度。议会模式每个席位起一个子代理,那是这个插件的全部成本所在。
|
|
125
|
+
|
|
126
|
+
Claude Code、OpenCode、Grok Build 装完即可用。Codex 的 prompts 是用户级的,拷贝一次:
|
|
127
|
+
`mkdir -p ~/.codex/prompts && cp commands/alpha.md ~/.codex/prompts/`
|
|
128
|
+
|
|
110
129
|
## 它能做什么
|
|
111
130
|
|
|
112
131
|
默认是完整运行,不是精简摘要:
|
|
@@ -0,0 +1,79 @@
|
|
|
1
|
+
---
|
|
2
|
+
description: Equity research council — full run, quick read, mechanical screen, or market narrative
|
|
3
|
+
argument-hint: [ticker] [quick|screen|market|options|news] · or just a question
|
|
4
|
+
---
|
|
5
|
+
|
|
6
|
+
# /alpha
|
|
7
|
+
|
|
8
|
+
Request: **$ARGUMENTS**
|
|
9
|
+
|
|
10
|
+
## Route on the arguments — do not ask what they meant
|
|
11
|
+
|
|
12
|
+
| `$ARGUMENTS` looks like | Do this |
|
|
13
|
+
|---|---|
|
|
14
|
+
| *(empty)* | Print the mode table below and stop. Do not start a run. |
|
|
15
|
+
| a ticker alone, or a question | **Full council.** Go to "Full council" below. |
|
|
16
|
+
| ticker + `quick` | The `quick` preset: 4 analysts and the debate. No bench, no verification. |
|
|
17
|
+
| ticker + `screen` | `screen_ticker` only. No language-model judgment, no subagents. |
|
|
18
|
+
| ticker + `options` | `get_options_chain` only. |
|
|
19
|
+
| ticker + `news` | `get_news` on the symbol, and on its CIK when it is a US filer. |
|
|
20
|
+
| `market` (with or without a theme) | `get_market_narrative`. Add the theme as `extra_queries`. |
|
|
21
|
+
|
|
22
|
+
When `$ARGUMENTS` is empty, print exactly this and stop:
|
|
23
|
+
|
|
24
|
+
```
|
|
25
|
+
/alpha MU full council — asks which preset first
|
|
26
|
+
/alpha MU quick 4 analysts + debate, no bench, no verification
|
|
27
|
+
/alpha MU screen mechanical filings screen only (no model spend)
|
|
28
|
+
/alpha MU options IV term structure, skew, positioning (no model spend)
|
|
29
|
+
/alpha MU news dated filings and headlines (no model spend)
|
|
30
|
+
/alpha market AI what the market is talking about (no model spend)
|
|
31
|
+
```
|
|
32
|
+
|
|
33
|
+
Say plainly that the four marked modes call keyless data tools and spawn no subagents, so
|
|
34
|
+
they cost nothing beyond this turn. The council modes spawn one subagent per seat, and that
|
|
35
|
+
is where the spend is.
|
|
36
|
+
|
|
37
|
+
## Full council
|
|
38
|
+
|
|
39
|
+
1. **Ask which preset first.** Call `list_council_options` and present the three with their
|
|
40
|
+
seat counts. A council is 7 to 44 seats and that range is the user's time and money.
|
|
41
|
+
**Skip the question when the request already answered it** — a named roster, "everything",
|
|
42
|
+
"be quick". A confirmation nobody needed is an interruption.
|
|
43
|
+
2. Follow `skills/alphacouncil-agent/SKILL.md` from Stage 0. Do not improvise a shorter
|
|
44
|
+
workflow: a report that looks finished and skipped the bench is worse than an obviously
|
|
45
|
+
partial one.
|
|
46
|
+
3. **Call the tools rather than searching for numbers they can supply.** `screen_ticker`,
|
|
47
|
+
`get_quote`, `get_options_chain`, `get_macro_snapshot`, `get_news`. Search is for
|
|
48
|
+
explanation and for what is not yet filed.
|
|
49
|
+
4. Every selected master must report before the run is complete. `out_of_scope` is a
|
|
50
|
+
conclusion, not an abstention.
|
|
51
|
+
5. Give price bands with the condition attached to each. "The cycle position is undetermined"
|
|
52
|
+
changes what the bands depend on; it does not excuse leaving them out.
|
|
53
|
+
|
|
54
|
+
## Quick mode owes the reader one sentence
|
|
55
|
+
|
|
56
|
+
State in the output that no master lenses ran and nothing was cross-verified, so the
|
|
57
|
+
confidence is lower than a standard run. Without it, a four-seat run reads like a full
|
|
58
|
+
council result.
|
|
59
|
+
|
|
60
|
+
## Screen mode
|
|
61
|
+
|
|
62
|
+
A rule whose inputs are missing is `skipped`, **never a pass** — reporting "6/7 passed"
|
|
63
|
+
without naming the seventh misrepresents the screen. Surviving is not a recommendation; it
|
|
64
|
+
means the name is worth research time. For a non-US ticker, say which market it is and use
|
|
65
|
+
`market_coverage` rather than returning nothing.
|
|
66
|
+
|
|
67
|
+
## Market mode
|
|
68
|
+
|
|
69
|
+
Read it by the gap, not the ranking. A theme leading coverage while its series has not moved
|
|
70
|
+
means the story is ahead of the data, or the market stopped listening — say which. A series
|
|
71
|
+
that moved sharply while its theme is barely covered is the more valuable finding. Headline
|
|
72
|
+
counts measure attention, never truth.
|
|
73
|
+
|
|
74
|
+
## Never
|
|
75
|
+
|
|
76
|
+
- Never fill a number from memory when a tool could have supplied it.
|
|
77
|
+
- Never let social or narrative evidence enter the conclusion on its own.
|
|
78
|
+
|
|
79
|
+
Educational software. The report says so.
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "alphacouncil-agent",
|
|
3
|
-
"version": "0.5.
|
|
3
|
+
"version": "0.5.3",
|
|
4
4
|
"description": "Multi-agent public-equity research workflow plugin for Codex & Claude Code: sourced evidence packets, bull/bear debate, and a portfolio-manager Buy/Overweight/Hold/Underweight/Sell decision.",
|
|
5
5
|
"type": "module",
|
|
6
6
|
"license": "MIT",
|
|
@@ -1,23 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: What story the market is telling itself, checked against the tape
|
|
3
|
-
argument-hint: [optional theme or sector]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — market narrative
|
|
7
|
-
|
|
8
|
-
Focus, if given: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
Call `get_market_narrative`, adding `extra_queries` when a sector or theme is named.
|
|
11
|
-
|
|
12
|
-
Read it by the gap, not by the ranking:
|
|
13
|
-
|
|
14
|
-
- **A theme leading coverage while its series has not moved** — the story is ahead of the
|
|
15
|
-
data, or the market has stopped listening. Say which you think it is, and why.
|
|
16
|
-
- **A series that moved sharply while its theme is barely covered** — something is happening
|
|
17
|
-
that has not been narrated yet. This is the most valuable thing on the page.
|
|
18
|
-
|
|
19
|
-
Headline counts measure attention, never truth. Every claim about a theme must be followed
|
|
20
|
-
by what its market series actually did.
|
|
21
|
-
|
|
22
|
-
The lexicon is fixed, so a genuinely new narrative lands in `unclassified_headlines`
|
|
23
|
-
instead of being discovered. Read those titles and name the theme by hand if one is there.
|
|
@@ -1,19 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: A fast directional read: four analysts, no master bench, no verification
|
|
3
|
-
argument-hint: [ticker]
|
|
4
|
-
---
|
|
5
|
-
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|
6
|
-
# AlphaCouncil — quick read
|
|
7
|
-
|
|
8
|
-
Ticker or question: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
Run the `quick` preset from `list_council_options`: four analysts and the debate, with no
|
|
11
|
-
master bench and no verification pass. Do not ask which preset to use — the user chose this
|
|
12
|
-
command, which is the answer.
|
|
13
|
-
|
|
14
|
-
**Say once, in the output, what was skipped:** no master lenses and no cross-verification,
|
|
15
|
-
so the confidence is lower than a standard run and the report should say so rather than
|
|
16
|
-
reading like a full council result.
|
|
17
|
-
|
|
18
|
-
Start with `screen_ticker`, `get_quote` and `get_options_chain` — they are three calls and
|
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19
|
-
they establish more than any amount of searching will.
|
|
@@ -1,21 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: Mechanical filings screen only — no language model judgment
|
|
3
|
-
argument-hint: [ticker]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — mechanical screen
|
|
7
|
-
|
|
8
|
-
Ticker: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
Call `screen_ticker` with `ticker`. The CIK resolves itself.
|
|
11
|
-
|
|
12
|
-
Report the table exactly as returned, and state plainly:
|
|
13
|
-
|
|
14
|
-
- **A rule whose inputs are missing is `skipped`, never a pass.** Reporting "6/7 passed"
|
|
15
|
-
without naming the seventh misrepresents the screen.
|
|
16
|
-
- **Surviving is not a recommendation.** It means the name is worth research time.
|
|
17
|
-
- No language model judgment is involved in this screen. Every elimination names the
|
|
18
|
-
metric, the measured value and the threshold.
|
|
19
|
-
|
|
20
|
-
For a non-US ticker the SEC universe has no entry; say which market it is and use
|
|
21
|
-
`market_coverage` to say what that market supports instead of returning nothing.
|
|
@@ -1,39 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: Run the full investment council on a ticker or a question
|
|
3
|
-
argument-hint: [ticker or question]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — full council
|
|
7
|
-
|
|
8
|
-
The user asked for: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
## Do this in order
|
|
11
|
-
|
|
12
|
-
1. **Ask which council to run first.** Call `list_council_options` and present the three
|
|
13
|
-
presets with their seat counts and relative cost. A council is 7 to 44 seats and that
|
|
14
|
-
range is the user's time and money.
|
|
15
|
-
**Skip the question if they already answered** — if `$ARGUMENTS` names a roster, says
|
|
16
|
-
"everything", or says "quick", act on it. A confirmation nobody needed is an interruption.
|
|
17
|
-
|
|
18
|
-
2. Follow `skills/alphacouncil-agent/SKILL.md` from Stage 0. Do not improvise a shorter
|
|
19
|
-
workflow: the gates exist because a report that looks finished and skipped the bench is
|
|
20
|
-
worse than an obviously partial one.
|
|
21
|
-
|
|
22
|
-
3. **Call the tools instead of searching for numbers they can supply.** `screen_ticker` for
|
|
23
|
-
filings, `get_quote` for price, `get_options_chain` for positioning, `get_macro_snapshot`
|
|
24
|
-
for context, `get_news` for dated items. Search is for explanation and for what is not
|
|
25
|
-
yet filed.
|
|
26
|
-
|
|
27
|
-
4. Every selected master must report before the run can be complete. `out_of_scope` is a
|
|
28
|
-
conclusion, not an abstention.
|
|
29
|
-
|
|
30
|
-
5. Give price bands with the condition attached to each. "The cycle position is undetermined"
|
|
31
|
-
changes what the bands depend on; it does not excuse leaving them out.
|
|
32
|
-
|
|
33
|
-
## Never
|
|
34
|
-
|
|
35
|
-
- Never fill a number from memory when a tool could have supplied it.
|
|
36
|
-
- Never present a rule with missing inputs as a pass — it is `skipped`.
|
|
37
|
-
- Never let social or narrative evidence enter the conclusion on its own.
|
|
38
|
-
|
|
39
|
-
This is educational software. The final report says so.
|
|
@@ -1,23 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: What story the market is telling itself, checked against the tape
|
|
3
|
-
argument-hint: [optional theme or sector]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — market narrative
|
|
7
|
-
|
|
8
|
-
Focus, if given: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
Call `get_market_narrative`, adding `extra_queries` when a sector or theme is named.
|
|
11
|
-
|
|
12
|
-
Read it by the gap, not by the ranking:
|
|
13
|
-
|
|
14
|
-
- **A theme leading coverage while its series has not moved** — the story is ahead of the
|
|
15
|
-
data, or the market has stopped listening. Say which you think it is, and why.
|
|
16
|
-
- **A series that moved sharply while its theme is barely covered** — something is happening
|
|
17
|
-
that has not been narrated yet. This is the most valuable thing on the page.
|
|
18
|
-
|
|
19
|
-
Headline counts measure attention, never truth. Every claim about a theme must be followed
|
|
20
|
-
by what its market series actually did.
|
|
21
|
-
|
|
22
|
-
The lexicon is fixed, so a genuinely new narrative lands in `unclassified_headlines`
|
|
23
|
-
instead of being discovered. Read those titles and name the theme by hand if one is there.
|
|
@@ -1,19 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: A fast directional read: four analysts, no master bench, no verification
|
|
3
|
-
argument-hint: [ticker]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — quick read
|
|
7
|
-
|
|
8
|
-
Ticker or question: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
Run the `quick` preset from `list_council_options`: four analysts and the debate, with no
|
|
11
|
-
master bench and no verification pass. Do not ask which preset to use — the user chose this
|
|
12
|
-
command, which is the answer.
|
|
13
|
-
|
|
14
|
-
**Say once, in the output, what was skipped:** no master lenses and no cross-verification,
|
|
15
|
-
so the confidence is lower than a standard run and the report should say so rather than
|
|
16
|
-
reading like a full council result.
|
|
17
|
-
|
|
18
|
-
Start with `screen_ticker`, `get_quote` and `get_options_chain` — they are three calls and
|
|
19
|
-
they establish more than any amount of searching will.
|
|
@@ -1,21 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: Mechanical filings screen only — no language model judgment
|
|
3
|
-
argument-hint: [ticker]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — mechanical screen
|
|
7
|
-
|
|
8
|
-
Ticker: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
Call `screen_ticker` with `ticker`. The CIK resolves itself.
|
|
11
|
-
|
|
12
|
-
Report the table exactly as returned, and state plainly:
|
|
13
|
-
|
|
14
|
-
- **A rule whose inputs are missing is `skipped`, never a pass.** Reporting "6/7 passed"
|
|
15
|
-
without naming the seventh misrepresents the screen.
|
|
16
|
-
- **Surviving is not a recommendation.** It means the name is worth research time.
|
|
17
|
-
- No language model judgment is involved in this screen. Every elimination names the
|
|
18
|
-
metric, the measured value and the threshold.
|
|
19
|
-
|
|
20
|
-
For a non-US ticker the SEC universe has no entry; say which market it is and use
|
|
21
|
-
`market_coverage` to say what that market supports instead of returning nothing.
|
|
@@ -1,39 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: Run the full investment council on a ticker or a question
|
|
3
|
-
argument-hint: [ticker or question]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — full council
|
|
7
|
-
|
|
8
|
-
The user asked for: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
## Do this in order
|
|
11
|
-
|
|
12
|
-
1. **Ask which council to run first.** Call `list_council_options` and present the three
|
|
13
|
-
presets with their seat counts and relative cost. A council is 7 to 44 seats and that
|
|
14
|
-
range is the user's time and money.
|
|
15
|
-
**Skip the question if they already answered** — if `$ARGUMENTS` names a roster, says
|
|
16
|
-
"everything", or says "quick", act on it. A confirmation nobody needed is an interruption.
|
|
17
|
-
|
|
18
|
-
2. Follow `skills/alphacouncil-agent/SKILL.md` from Stage 0. Do not improvise a shorter
|
|
19
|
-
workflow: the gates exist because a report that looks finished and skipped the bench is
|
|
20
|
-
worse than an obviously partial one.
|
|
21
|
-
|
|
22
|
-
3. **Call the tools instead of searching for numbers they can supply.** `screen_ticker` for
|
|
23
|
-
filings, `get_quote` for price, `get_options_chain` for positioning, `get_macro_snapshot`
|
|
24
|
-
for context, `get_news` for dated items. Search is for explanation and for what is not
|
|
25
|
-
yet filed.
|
|
26
|
-
|
|
27
|
-
4. Every selected master must report before the run can be complete. `out_of_scope` is a
|
|
28
|
-
conclusion, not an abstention.
|
|
29
|
-
|
|
30
|
-
5. Give price bands with the condition attached to each. "The cycle position is undetermined"
|
|
31
|
-
changes what the bands depend on; it does not excuse leaving them out.
|
|
32
|
-
|
|
33
|
-
## Never
|
|
34
|
-
|
|
35
|
-
- Never fill a number from memory when a tool could have supplied it.
|
|
36
|
-
- Never present a rule with missing inputs as a pass — it is `skipped`.
|
|
37
|
-
- Never let social or narrative evidence enter the conclusion on its own.
|
|
38
|
-
|
|
39
|
-
This is educational software. The final report says so.
|
|
@@ -1,23 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: What story the market is telling itself, checked against the tape
|
|
3
|
-
argument-hint: [optional theme or sector]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — market narrative
|
|
7
|
-
|
|
8
|
-
Focus, if given: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
Call `get_market_narrative`, adding `extra_queries` when a sector or theme is named.
|
|
11
|
-
|
|
12
|
-
Read it by the gap, not by the ranking:
|
|
13
|
-
|
|
14
|
-
- **A theme leading coverage while its series has not moved** — the story is ahead of the
|
|
15
|
-
data, or the market has stopped listening. Say which you think it is, and why.
|
|
16
|
-
- **A series that moved sharply while its theme is barely covered** — something is happening
|
|
17
|
-
that has not been narrated yet. This is the most valuable thing on the page.
|
|
18
|
-
|
|
19
|
-
Headline counts measure attention, never truth. Every claim about a theme must be followed
|
|
20
|
-
by what its market series actually did.
|
|
21
|
-
|
|
22
|
-
The lexicon is fixed, so a genuinely new narrative lands in `unclassified_headlines`
|
|
23
|
-
instead of being discovered. Read those titles and name the theme by hand if one is there.
|
|
@@ -1,19 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: A fast directional read: four analysts, no master bench, no verification
|
|
3
|
-
argument-hint: [ticker]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — quick read
|
|
7
|
-
|
|
8
|
-
Ticker or question: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
Run the `quick` preset from `list_council_options`: four analysts and the debate, with no
|
|
11
|
-
master bench and no verification pass. Do not ask which preset to use — the user chose this
|
|
12
|
-
command, which is the answer.
|
|
13
|
-
|
|
14
|
-
**Say once, in the output, what was skipped:** no master lenses and no cross-verification,
|
|
15
|
-
so the confidence is lower than a standard run and the report should say so rather than
|
|
16
|
-
reading like a full council result.
|
|
17
|
-
|
|
18
|
-
Start with `screen_ticker`, `get_quote` and `get_options_chain` — they are three calls and
|
|
19
|
-
they establish more than any amount of searching will.
|
|
@@ -1,21 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: Mechanical filings screen only — no language model judgment
|
|
3
|
-
argument-hint: [ticker]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — mechanical screen
|
|
7
|
-
|
|
8
|
-
Ticker: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
Call `screen_ticker` with `ticker`. The CIK resolves itself.
|
|
11
|
-
|
|
12
|
-
Report the table exactly as returned, and state plainly:
|
|
13
|
-
|
|
14
|
-
- **A rule whose inputs are missing is `skipped`, never a pass.** Reporting "6/7 passed"
|
|
15
|
-
without naming the seventh misrepresents the screen.
|
|
16
|
-
- **Surviving is not a recommendation.** It means the name is worth research time.
|
|
17
|
-
- No language model judgment is involved in this screen. Every elimination names the
|
|
18
|
-
metric, the measured value and the threshold.
|
|
19
|
-
|
|
20
|
-
For a non-US ticker the SEC universe has no entry; say which market it is and use
|
|
21
|
-
`market_coverage` to say what that market supports instead of returning nothing.
|
|
@@ -1,39 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: Run the full investment council on a ticker or a question
|
|
3
|
-
argument-hint: [ticker or question]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — full council
|
|
7
|
-
|
|
8
|
-
The user asked for: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
## Do this in order
|
|
11
|
-
|
|
12
|
-
1. **Ask which council to run first.** Call `list_council_options` and present the three
|
|
13
|
-
presets with their seat counts and relative cost. A council is 7 to 44 seats and that
|
|
14
|
-
range is the user's time and money.
|
|
15
|
-
**Skip the question if they already answered** — if `$ARGUMENTS` names a roster, says
|
|
16
|
-
"everything", or says "quick", act on it. A confirmation nobody needed is an interruption.
|
|
17
|
-
|
|
18
|
-
2. Follow `skills/alphacouncil-agent/SKILL.md` from Stage 0. Do not improvise a shorter
|
|
19
|
-
workflow: the gates exist because a report that looks finished and skipped the bench is
|
|
20
|
-
worse than an obviously partial one.
|
|
21
|
-
|
|
22
|
-
3. **Call the tools instead of searching for numbers they can supply.** `screen_ticker` for
|
|
23
|
-
filings, `get_quote` for price, `get_options_chain` for positioning, `get_macro_snapshot`
|
|
24
|
-
for context, `get_news` for dated items. Search is for explanation and for what is not
|
|
25
|
-
yet filed.
|
|
26
|
-
|
|
27
|
-
4. Every selected master must report before the run can be complete. `out_of_scope` is a
|
|
28
|
-
conclusion, not an abstention.
|
|
29
|
-
|
|
30
|
-
5. Give price bands with the condition attached to each. "The cycle position is undetermined"
|
|
31
|
-
changes what the bands depend on; it does not excuse leaving them out.
|
|
32
|
-
|
|
33
|
-
## Never
|
|
34
|
-
|
|
35
|
-
- Never fill a number from memory when a tool could have supplied it.
|
|
36
|
-
- Never present a rule with missing inputs as a pass — it is `skipped`.
|
|
37
|
-
- Never let social or narrative evidence enter the conclusion on its own.
|
|
38
|
-
|
|
39
|
-
This is educational software. The final report says so.
|
|
@@ -1,23 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
description: What story the market is telling itself, checked against the tape
|
|
3
|
-
argument-hint: [optional theme or sector]
|
|
4
|
-
---
|
|
5
|
-
|
|
6
|
-
# AlphaCouncil — market narrative
|
|
7
|
-
|
|
8
|
-
Focus, if given: **$ARGUMENTS**
|
|
9
|
-
|
|
10
|
-
Call `get_market_narrative`, adding `extra_queries` when a sector or theme is named.
|
|
11
|
-
|
|
12
|
-
Read it by the gap, not by the ranking:
|
|
13
|
-
|
|
14
|
-
- **A theme leading coverage while its series has not moved** — the story is ahead of the
|
|
15
|
-
data, or the market has stopped listening. Say which you think it is, and why.
|
|
16
|
-
- **A series that moved sharply while its theme is barely covered** — something is happening
|
|
17
|
-
that has not been narrated yet. This is the most valuable thing on the page.
|
|
18
|
-
|
|
19
|
-
Headline counts measure attention, never truth. Every claim about a theme must be followed
|
|
20
|
-
by what its market series actually did.
|
|
21
|
-
|
|
22
|
-
The lexicon is fixed, so a genuinely new narrative lands in `unclassified_headlines`
|
|
23
|
-
instead of being discovered. Read those titles and name the theme by hand if one is there.
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---
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description: A fast directional read: four analysts, no master bench, no verification
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argument-hint: [ticker]
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---
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# AlphaCouncil — quick read
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Ticker or question: **$ARGUMENTS**
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Run the `quick` preset from `list_council_options`: four analysts and the debate, with no
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master bench and no verification pass. Do not ask which preset to use — the user chose this
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command, which is the answer.
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**Say once, in the output, what was skipped:** no master lenses and no cross-verification,
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so the confidence is lower than a standard run and the report should say so rather than
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reading like a full council result.
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Start with `screen_ticker`, `get_quote` and `get_options_chain` — they are three calls and
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they establish more than any amount of searching will.
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---
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description: Mechanical filings screen only — no language model judgment
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argument-hint: [ticker]
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---
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# AlphaCouncil — mechanical screen
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Ticker: **$ARGUMENTS**
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Call `screen_ticker` with `ticker`. The CIK resolves itself.
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Report the table exactly as returned, and state plainly:
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- **A rule whose inputs are missing is `skipped`, never a pass.** Reporting "6/7 passed"
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without naming the seventh misrepresents the screen.
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- **Surviving is not a recommendation.** It means the name is worth research time.
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- No language model judgment is involved in this screen. Every elimination names the
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metric, the measured value and the threshold.
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For a non-US ticker the SEC universe has no entry; say which market it is and use
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`market_coverage` to say what that market supports instead of returning nothing.
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package/commands/alphacouncil.md
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---
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description: Run the full investment council on a ticker or a question
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argument-hint: [ticker or question]
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---
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# AlphaCouncil — full council
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The user asked for: **$ARGUMENTS**
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## Do this in order
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1. **Ask which council to run first.** Call `list_council_options` and present the three
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presets with their seat counts and relative cost. A council is 7 to 44 seats and that
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range is the user's time and money.
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**Skip the question if they already answered** — if `$ARGUMENTS` names a roster, says
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"everything", or says "quick", act on it. A confirmation nobody needed is an interruption.
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2. Follow `skills/alphacouncil-agent/SKILL.md` from Stage 0. Do not improvise a shorter
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workflow: the gates exist because a report that looks finished and skipped the bench is
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worse than an obviously partial one.
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3. **Call the tools instead of searching for numbers they can supply.** `screen_ticker` for
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filings, `get_quote` for price, `get_options_chain` for positioning, `get_macro_snapshot`
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for context, `get_news` for dated items. Search is for explanation and for what is not
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yet filed.
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4. Every selected master must report before the run can be complete. `out_of_scope` is a
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conclusion, not an abstention.
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5. Give price bands with the condition attached to each. "The cycle position is undetermined"
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changes what the bands depend on; it does not excuse leaving them out.
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## Never
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- Never fill a number from memory when a tool could have supplied it.
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- Never present a rule with missing inputs as a pass — it is `skipped`.
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- Never let social or narrative evidence enter the conclusion on its own.
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This is educational software. The final report says so.
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