feat: Skills 全面升級 v3 — 真實開源技能 + 台股覆蓋 + 完整文檔
## Skills 變動(38 個技能)
- 刪除:para-memory-files(不存在於任何真實 repo)
- 新增 20 個來自真實開源 repo 的技能:
tradermonty: trader-memory-core, earnings-calendar, sector-analyst,
uptrend-analyzer, macro-regime-detector, canslim-screener,
vcp-screener, ftd-detector, downtrend-duration-analyzer,
edge-pipeline-orchestrator, trade-hypothesis-ideator,
strategy-pivot-designer, data-quality-checker, edge-candidate-agent
anthropics: doc-coauthoring, internal-comms, xlsx
langalpha: morning-note, thesis-tracker, initiating-coverage
## Agent 技能更新(9 個 Agent)
- finance-researcher: 3 → 5 個技能(+earnings-calendar, morning-note)
- market-structure-researcher: 2 → 5 個技能(+sector-analyst, uptrend-analyzer, macro-regime-detector)
- bullish-researcher: 2 → 6 個技能(+canslim-screener, vcp-screener, ftd-detector, initiating-coverage)
- bearish-researcher: 2 → 3 個技能(+downtrend-duration-analyzer)
- quant-strategist: 3 → 7 個技能(+edge-pipeline-orchestrator, trade-hypothesis-ideator, thesis-tracker, macro-regime-detector)
- quant-engineer: 2 → 4 個技能(+strategy-pivot-designer, data-quality-checker)
- data-analyst: 1 → 3 個技能(+edge-candidate-agent, xlsx)
- reviewer: 1 → 2 個技能(+data-quality-checker)
- secretary: para-memory-files → trader-memory-core + doc-coauthoring + internal-comms
## 文檔新增(3 份)
- docs/skills-inventory.md:四大 repo 完整技能調查(tradermonty 51、OctagonAI 66、langalpha 26、anthropics 17)
- docs/mcp-plan.md:8 個 MCP Server 完整配置方案(台股+美股+總經+加密)
- docs/agent-skill-mapping.md:Agent 技能對應表 v2.0(含台股覆蓋說明)
## 台股覆蓋
- MCP 計畫包含 CasualMarket(23工具)+ twsemcp(22工具)+ Fugle 官方
- morning-note 技能整合台股盤前數據(外資、融資融券、台指期)
- market-environment-analysis 明確涵蓋台股加權指數
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
56
skills/initiating-coverage/SKILL.md
Normal file
56
skills/initiating-coverage/SKILL.md
Normal file
@@ -0,0 +1,56 @@
|
||||
---
|
||||
name: 啟動追蹤報告
|
||||
description: 生成 30-50 頁機構級股票研究報告(啟動追蹤),涵蓋商業模式、財務分析、估值模型、風險評估與投資建議
|
||||
metadata:
|
||||
sources:
|
||||
- kind: github-file
|
||||
repo: ginlix-ai/langalpha
|
||||
path: skills/initiating-coverage/SKILL.md
|
||||
usage: referenced
|
||||
---
|
||||
|
||||
# 啟動追蹤報告
|
||||
|
||||
產出機構品質的完整股票研究報告,為多方研究員提供深度基本面分析基礎。
|
||||
|
||||
## 報告架構(30-50頁)
|
||||
|
||||
### 1. 執行摘要
|
||||
- 投資評級(買進/持有/賣出)
|
||||
- 目標價與潛在報酬
|
||||
- 核心投資論點(3-5個要點)
|
||||
|
||||
### 2. 公司概況
|
||||
- 商業模式描述
|
||||
- 主要產品/服務
|
||||
- 競爭優勢分析
|
||||
|
||||
### 3. 產業分析
|
||||
- 市場規模與成長率
|
||||
- 競爭格局
|
||||
- 產業催化劑與風險
|
||||
|
||||
### 4. 財務分析
|
||||
- 歷史財務表現(5年趨勢)
|
||||
- 關鍵財務指標
|
||||
- 財務健康度評估
|
||||
|
||||
### 5. 估值模型
|
||||
- DCF 估值(接 `dcf-model` 技能)
|
||||
- 可比公司分析(接 `comps-analysis` 技能)
|
||||
- 估值範圍分析
|
||||
|
||||
### 6. 風險評估
|
||||
- 主要風險因素
|
||||
- 情境分析(牛/熊/基準)
|
||||
|
||||
### 7. 投資建議
|
||||
|
||||
## 需要的 MCP 工具
|
||||
|
||||
- `yfinance`:美股財務數據
|
||||
- `casual-market`:台股財務數據
|
||||
|
||||
## 使用時機
|
||||
|
||||
多方研究員需要對特定個股建立完整基本面研究基礎時
|
||||
Reference in New Issue
Block a user