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dev
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45
.mcp.json
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45
.mcp.json
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@@ -0,0 +1,45 @@
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{
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"mcpServers": {
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"yahoo-finance": {
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"command": "uvx",
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"args": ["yahoo-finance-mcp"]
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},
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"fred": {
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"command": "uvx",
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"args": ["fred-mcp-server"],
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"env": {
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"FRED_API_KEY": "${FRED_API_KEY}"
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}
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},
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"casual-market": {
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"command": "uvx",
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"args": ["casual-market-mcp"]
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},
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"fugle-marketdata": {
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"command": "uvx",
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"args": ["fugle-marketdata-mcp-server"],
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"env": {
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"FUGLE_API_KEY": "${FUGLE_API_KEY}"
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}
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},
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"tradingview": {
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"command": "uvx",
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"args": ["tradingview-mcp-server"]
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},
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"alpaca": {
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"command": "uvx",
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"args": ["alpaca-mcp-server"],
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"env": {
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"ALPACA_API_KEY": "${ALPACA_API_KEY}",
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"ALPACA_API_SECRET": "${ALPACA_API_SECRET}"
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}
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},
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"fmp": {
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"command": "uvx",
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"args": ["fmp-mcp-server"],
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"env": {
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"FMP_API_KEY": "${FMP_API_KEY}"
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}
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}
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}
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}
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@@ -6,6 +6,7 @@ agents:
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type: claude_local
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config:
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model: claude-opus-4-6
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dangerouslySkipPermissions: true
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permissions:
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canCreateAgents: true
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status: active
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@@ -15,6 +16,7 @@ agents:
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type: claude_local
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config:
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model: claude-sonnet-4-6
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dangerouslySkipPermissions: true
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status: active
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|
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reviewer:
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@@ -22,6 +24,7 @@ agents:
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type: claude_local
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config:
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model: claude-opus-4-6
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dangerouslySkipPermissions: true
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status: active
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quant-strategist:
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@@ -29,6 +32,7 @@ agents:
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type: claude_local
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config:
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model: claude-opus-4-6
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dangerouslySkipPermissions: true
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status: active
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|
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finance-researcher:
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@@ -36,6 +40,7 @@ agents:
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type: claude_local
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config:
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model: claude-haiku-4-5
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dangerouslySkipPermissions: true
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status: active
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|
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market-structure-researcher:
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@@ -43,6 +48,7 @@ agents:
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type: claude_local
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config:
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model: claude-opus-4-6
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dangerouslySkipPermissions: true
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status: active
|
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|
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bullish-researcher:
|
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@@ -50,6 +56,7 @@ agents:
|
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type: claude_local
|
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config:
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model: claude-opus-4-6
|
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dangerouslySkipPermissions: true
|
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status: active
|
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|
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bearish-researcher:
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@@ -57,6 +64,7 @@ agents:
|
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type: claude_local
|
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config:
|
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model: claude-opus-4-6
|
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dangerouslySkipPermissions: true
|
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status: active
|
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|
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quant-engineer:
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@@ -64,6 +72,7 @@ agents:
|
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type: claude_local
|
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config:
|
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model: claude-sonnet-4-6
|
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dangerouslySkipPermissions: true
|
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status: active
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|
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data-analyst:
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@@ -71,6 +80,7 @@ agents:
|
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type: claude_local
|
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config:
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model: claude-sonnet-4-6
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dangerouslySkipPermissions: true
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status: active
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xiao-an:
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@@ -78,11 +88,29 @@ agents:
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type: claude_local
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config:
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model: claude-sonnet-4-6
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dangerouslySkipPermissions: true
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status: paused
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projects:
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daily-quant-pipeline:
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leadAgentSlug: quant-strategist
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inputs:
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env:
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- name: FRED_API_KEY
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description: FRED (Federal Reserve Economic Data) API key — get free key at fred.stlouisfed.org
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required: false
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- name: FUGLE_API_KEY
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description: Fugle MarketData API key for Taiwan stock market data — get at developer.fugle.tw
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required: false
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- name: ALPACA_API_KEY
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description: Alpaca Markets API key for portfolio management — get at alpaca.markets
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required: false
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- name: ALPACA_API_SECRET
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description: Alpaca Markets API secret
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required: false
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- name: FMP_API_KEY
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description: Financial Modeling Prep API key for earnings calendar — get at financialmodelingprep.com
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required: false
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status: active
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board-ops:
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leadAgentSlug: ceo
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@@ -15,7 +15,7 @@ agents/*/AGENTS.md ← 11 個 agent 定義
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teams/*/TEAM.md ← 2 個 team(management, quant-research)
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projects/*/PROJECT.md ← 2 個 project
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projects/*/tasks/*/TASK.md ← 4 個 recurring tasks
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skills/*/SKILL.md ← 2 個 skills
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skills/*/SKILL.md ← 53 個 skills
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```
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---
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@@ -31,6 +31,7 @@ skills/*/SKILL.md ← 2 個 skills
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| [schemas.md](schemas.md) | 所有 Agent 輸出的 JSON Schema 定義(含信心指數、恐慌指數、進出場建議) |
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| [paperclip_org_plans.md](paperclip_org_plans.md) | 組織規劃方案(A/B/C)、推薦方案、修改範圍與 review 驗收標準 |
|
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| [paperclip_dev_review_2026-04-11.md](paperclip_dev_review_2026-04-11.md) | 第一版 Paperclip package 審查備忘錄,列出必修問題、建議修法與驗收標準 |
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||||
| [paperclip_agent_skills_review_2026-04-11.md](paperclip_agent_skills_review_2026-04-11.md) | Agent / Skills 完整度審查,聚焦 skill slug、runtime 依賴、內容完整度與文檔一致性 |
|
||||
|
||||
---
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||||
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@@ -1,9 +1,36 @@
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# Agent 技能配置對應表
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> 版本:v3.0(全員完整配置)
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> 更新日期:2026-04-10
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> 版本:v3.1(Runtime 狀態標記完整化)
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> 更新日期:2026-04-11
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> 來源:基於 tradermonty/claude-trading-skills、ginlix-ai/langalpha、anthropics/skills 的調查結果
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> 原則:技能來自真實開源 repo,不自製;台股+美股雙市場覆蓋
|
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> 版本說明:目前 SKILL.md 均為摘要參考版(Summary Reference),提供方法論架構與 MCP 需求聲明。完整 reference/ 與 scripts/ 目錄將於後續版本補齊。
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## Runtime 狀態說明
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各 skill 依啟用難度分為三個狀態:
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| 狀態 | 說明 |
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||||
|---|---|
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||||
| ✅ **active** | MCP 已配置於 `.mcp.json`,可直接啟用 |
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||||
| 🔑 **needs-key** | MCP 已配置,但需要額外 API key(見 `.paperclip.yaml` envInputs) |
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| 🐍 **local-runtime** | 需要本地 Python 環境(scipy / statsmodels / pandas 等) |
|
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**整體 runtime 狀態:**
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| Skill | 狀態 | 依賴 |
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|---|---|---|
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||||
| `yahoo-finance-*` 相關 skills | ✅ active | yahoo-finance MCP(無需 key) |
|
||||
| `casual-market` 相關 skills | ✅ active | casual-market MCP(無需 key) |
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||||
| `tradingview` 相關 skills | ✅ active | tradingview MCP(無需 key) |
|
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| `morning-note`、`macro-regime-detector` 等 | 🔑 needs-key | FRED_API_KEY |
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| `market-breadth-analyzer`、`sector-overview` 等 | 🔑 needs-key | FUGLE_API_KEY(台股) |
|
||||
| `earnings-calendar`、`economic-calendar-fetcher` | 🔑 needs-key | FMP_API_KEY |
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||||
| `portfolio-manager` | 🔑 needs-key | ALPACA_API_KEY + ALPACA_API_SECRET |
|
||||
| `pair-trade-screener` | 🐍 local-runtime | Python + scipy + statsmodels |
|
||||
| `trader-memory-core` | ✅ active | claude_local 檔案系統(已內建) |
|
||||
|
||||
---
|
||||
|
||||
---
|
||||
|
||||
@@ -23,8 +50,8 @@
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||||
| `ceo` | 執行長 | 5 | tradermonty、anthropics |
|
||||
| `xiao-an` | 小安 | 2 | anthropics |
|
||||
|
||||
**技能檔案總計:62 個 SKILL.md(全在 skills/ 目錄)**
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||||
**技能配置總計:71 個分配(含共用技能跨 Agent 重複引用)**
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||||
**技能檔案總計:53 個 SKILL.md(全在 skills/ 目錄)**
|
||||
**技能配置總計:72 個分配(含共用技能跨 Agent 重複引用)**
|
||||
|
||||
---
|
||||
|
||||
|
||||
@@ -1,6 +1,6 @@
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||||
# MCP Server 配置計畫
|
||||
|
||||
> 狀態:規劃中(尚未實際配置)
|
||||
> 狀態:已配置(`.mcp.json` 已進 repo,env key 以 `${VAR}` 佔位)
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||||
> 目標路徑:`KingClawArmy/.mcp.json`(Paperclip claude_local adapter 啟動時自動載入)
|
||||
> 需要安裝:`uv`、`Node.js >= 18`
|
||||
|
||||
@@ -12,11 +12,13 @@
|
||||
|---|---|---|
|
||||
| 🇹🇼 台股(上市/上櫃/加權指數) | CasualMarket、twsemcp、Fugle | 免費(Fugle 需免費 key) |
|
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| 🇺🇸 美股(個股/選擇權/財報) | yahoo-finance-mcp | 免費免 key |
|
||||
| 📊 美國總體經濟 | fred-mcp-server | 免費 key(已取得) |
|
||||
| 📊 美國總體經濟 | fred-mcp-server | 需 FRED_API_KEY(免費申請) |
|
||||
| 🌍 全球總體經濟 | openecon-data(雲端) | 免費免 key |
|
||||
| 📡 全球股市篩選 | tradingview-mcp-server | 免費免 key |
|
||||
| ₿ 加密貨幣 | binance-mcp-server | 需 Binance API key |
|
||||
| 📋 選擇權分析 | mcp-optionsflow | 免費免 key(需 clone) |
|
||||
| 💼 財報行事曆 | fmp-mcp-server | 需 FMP_API_KEY(免費方案可用) |
|
||||
| 📈 投資組合管理 | alpaca-mcp-server | 需 ALPACA_API_KEY + SECRET |
|
||||
|
||||
---
|
||||
|
||||
@@ -138,7 +140,7 @@
|
||||
- **GitHub**:https://github.com/stefanoamorelli/fred-mcp-server
|
||||
- **工具數**:3 個
|
||||
- **需要 key**:是(已取得,見環境設定)
|
||||
- **FRED API Key**:`abcdefghijklmnopqrstuvwxyz123456`(需在 .mcp.json 填入)
|
||||
- **FRED API Key**:`YOUR_FRED_API_KEY`(需在 .mcp.json 填入)
|
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- **主要工具**:
|
||||
- `fred_browse` — 瀏覽 80 萬+ 經濟數列
|
||||
- `fred_search` — 關鍵字搜尋
|
||||
@@ -149,7 +151,7 @@
|
||||
"command": "npx",
|
||||
"args": ["-y", "fred-mcp-server"],
|
||||
"env": {
|
||||
"FRED_API_KEY": "abcdefghijklmnopqrstuvwxyz123456"
|
||||
"FRED_API_KEY": "YOUR_FRED_API_KEY"
|
||||
}
|
||||
}
|
||||
```
|
||||
@@ -192,7 +194,7 @@
|
||||
```json
|
||||
"optionsflow": {
|
||||
"command": "python",
|
||||
"args": ["/home/chris/workspace/mcp-optionsflow/optionsflow.py"]
|
||||
"args": ["<YOUR_PATH>/mcp-optionsflow/optionsflow.py"]
|
||||
}
|
||||
```
|
||||
|
||||
@@ -259,7 +261,7 @@
|
||||
"command": "npx",
|
||||
"args": ["-y", "fred-mcp-server"],
|
||||
"env": {
|
||||
"FRED_API_KEY": "abcdefghijklmnopqrstuvwxyz123456"
|
||||
"FRED_API_KEY": "YOUR_FRED_API_KEY"
|
||||
}
|
||||
},
|
||||
"tradingview": {
|
||||
@@ -272,7 +274,22 @@
|
||||
},
|
||||
"optionsflow": {
|
||||
"command": "python",
|
||||
"args": ["/home/chris/workspace/mcp-optionsflow/optionsflow.py"]
|
||||
"args": ["<YOUR_PATH>/mcp-optionsflow/optionsflow.py"]
|
||||
},
|
||||
"alpaca": {
|
||||
"command": "uvx",
|
||||
"args": ["alpaca-mcp-server"],
|
||||
"env": {
|
||||
"ALPACA_API_KEY": "${ALPACA_API_KEY}",
|
||||
"ALPACA_API_SECRET": "${ALPACA_API_SECRET}"
|
||||
}
|
||||
},
|
||||
"fmp": {
|
||||
"command": "uvx",
|
||||
"args": ["fmp-mcp-server"],
|
||||
"env": {
|
||||
"FMP_API_KEY": "${FMP_API_KEY}"
|
||||
}
|
||||
},
|
||||
"openecon-data": {
|
||||
"type": "sse",
|
||||
@@ -282,6 +299,8 @@
|
||||
}
|
||||
```
|
||||
|
||||
> 注意:`.mcp.json` 已進 repo,使用 `${VAR}` 佔位符。實際部署時需在環境中設定對應 env var。
|
||||
|
||||
---
|
||||
|
||||
## 安裝前置作業清單
|
||||
@@ -292,8 +311,10 @@
|
||||
| 確認 Node.js ≥ 18 | `node --version` | 待確認 |
|
||||
| clone mcp-optionsflow | `git clone https://github.com/twolven/mcp-optionsflow.git` + `pip install -r requirements.txt` | 待執行 |
|
||||
| 申請 Fugle API key | https://developer.fugle.tw/docs/key | 待申請 |
|
||||
| 填入 FRED API key | 已取得 `abcdefghijklmnopqrstuvwxyz123456` | ✅ 已取得 |
|
||||
| 建立 `.mcp.json` | 放入 KingClawArmy/ 根目錄 | 待執行 |
|
||||
| 申請 FRED API key | https://fred.stlouisfed.org/docs/api/api_key.html | 待申請 |
|
||||
| 申請 FMP API key | https://financialmodelingprep.com/developer/docs | 待申請 |
|
||||
| 申請 Alpaca API key | https://alpaca.markets | 待申請(portfolio-manager 才需要) |
|
||||
| 設定環境變數 | 填入各 `${VAR}` 對應的真實值 | 待執行 |
|
||||
| 設定 Claude Code 權限 | `{"enableAllProjectMcpServers": true}` | 待執行 |
|
||||
|
||||
---
|
||||
|
||||
430
docs/paperclip_agent_skills_review_2026-04-11.md
Normal file
430
docs/paperclip_agent_skills_review_2026-04-11.md
Normal file
@@ -0,0 +1,430 @@
|
||||
# KingClawArmy - Agent / Skills Review(dev)
|
||||
|
||||
> 日期:2026-04-11
|
||||
> 審查對象:`origin/dev`
|
||||
> 初次審查 commit:`ced587c`
|
||||
> 第二輪追蹤 commit:`ee06e6d`
|
||||
> 第三輪追蹤 commit:`e894446`
|
||||
> 用途:檢查 Agent 配置、Skills 完整度、Paperclip 匯入相容性與 runtime 落地程度
|
||||
|
||||
---
|
||||
|
||||
## 1. 結論摘要
|
||||
|
||||
這一輪 `dev` branch 在 agent / skills 層有明顯進展:
|
||||
|
||||
1. agent 的 `skills:` 配置已大幅補齊
|
||||
2. `skills/` 目錄已有大量實體 `SKILL.md`
|
||||
3. `docs/agent-skill-mapping.md`、`docs/skills-inventory.md`、`docs/mcp-plan.md` 已開始補文檔
|
||||
|
||||
第二輪追蹤後,前一輪的 P1-P6 已大多修正完成:
|
||||
|
||||
1. skills 已補明確 `slug`
|
||||
2. `AGENTS.md` 的 skill 參照已與匯入後 slug 對齊
|
||||
3. Edge skills 不再撞成單一 `edge`
|
||||
4. `.mcp.json` 已進 repo
|
||||
5. 文檔已改口徑為摘要版 skills
|
||||
6. skills 統計數量已更新
|
||||
|
||||
目前只剩 1 個實質問題,且已不是前一輪那種會直接造成 import warning 的 blocker。
|
||||
|
||||
我實際用:
|
||||
|
||||
```bash
|
||||
paperclipai company import <repo> --dry-run --json
|
||||
```
|
||||
|
||||
第一次審查時,package 雖然仍可匯入,但有一批與 skills 相關的 warning,顯示:
|
||||
|
||||
1. 多個 `AGENTS.md` 內填的 skill slug 匯入後對不到實際 skill
|
||||
2. 有 4 個不同的 Edge skill 在 manifest 中撞成同一個 slug
|
||||
3. skills 依賴的 MCP / API / runtime 還停在規劃,沒有跟 package 一起落地
|
||||
4. skills 內容多半是摘要版,和文檔宣稱的「完整上游技能」仍有落差
|
||||
|
||||
第二次追蹤審查時,我重新跑了:
|
||||
|
||||
```bash
|
||||
paperclipai company import <repo> --dry-run --json
|
||||
```
|
||||
|
||||
第二輪追蹤後,結果已變成:
|
||||
|
||||
1. `warnings: []`
|
||||
2. `errors: []`
|
||||
3. 指定 skills 的 slug 都能正確進 manifest
|
||||
4. Edge skills 已各自保有獨立 slug
|
||||
|
||||
第三輪追蹤後,我再次驗證:
|
||||
|
||||
```bash
|
||||
paperclipai company import <repo> --dry-run --json
|
||||
```
|
||||
|
||||
結果依然是:
|
||||
|
||||
1. `warnings: []`
|
||||
2. `errors: []`
|
||||
|
||||
但 `envInputs` / `manifest.envInputs` 仍然都是空陣列,表示環境輸入需求尚未真正進到 portability manifest。
|
||||
|
||||
---
|
||||
|
||||
## 2. 目前剩餘問題
|
||||
|
||||
### P7. `.paperclip.yaml` 的 `envInputs` 寫了,但 importer 目前沒有真正吃到
|
||||
|
||||
**現況**
|
||||
|
||||
第二輪追蹤後,`.paperclip.yaml` 已把 env input 從頂層移到 project extension 下,但目前寫法仍然沒有被 importer 吃到。
|
||||
|
||||
目前結構是:
|
||||
|
||||
```yaml
|
||||
projects:
|
||||
daily-quant-pipeline:
|
||||
inputs:
|
||||
env:
|
||||
- name: FRED_API_KEY
|
||||
- name: FUGLE_API_KEY
|
||||
- name: ALPACA_API_KEY
|
||||
- name: ALPACA_API_SECRET
|
||||
- name: FMP_API_KEY
|
||||
```
|
||||
|
||||
參考:
|
||||
|
||||
- [.paperclip.yaml](/Users/chirs/workspace/KingClawArmy_dev_review/.paperclip.yaml:83)
|
||||
|
||||
但我重新跑 dry-run import 後,`manifest.envInputs` 仍然是空陣列。
|
||||
|
||||
**影響**
|
||||
|
||||
這代表 package 雖然開始描述 runtime input,但在目前 Paperclip portability 規則下,這些需求仍然沒有真的進到 import manifest。
|
||||
|
||||
也就是說:
|
||||
|
||||
1. repo 端已寫
|
||||
2. importer preview 端尚未保留
|
||||
|
||||
若目標是讓 package 自帶可攜的環境需求聲明,這一塊還沒真正落地。
|
||||
|
||||
**推測原因**
|
||||
|
||||
我對照 Paperclip portability 實作後,目前 importer 會從 agent / project extension 的 `inputs.env` 讀 env inputs,但它預期的是「以 env var 名稱為 key 的 object」,不是目前這種 list 寫法。
|
||||
|
||||
**建議修法**
|
||||
|
||||
1. 依 Paperclip 目前支援的結構,把 `inputs.env` 改成 object 形式
|
||||
2. 若暫時不改,也要在文檔明確標示「目前僅作 repo 端提示,尚未進 manifest」
|
||||
|
||||
**建議採用:**
|
||||
|
||||
優先採第 1 種,讓 import manifest 真的能帶出 env inputs。
|
||||
|
||||
建議格式:
|
||||
|
||||
```yaml
|
||||
projects:
|
||||
daily-quant-pipeline:
|
||||
inputs:
|
||||
env:
|
||||
FRED_API_KEY:
|
||||
description: FRED API key
|
||||
kind: secret
|
||||
requirement: optional
|
||||
FUGLE_API_KEY:
|
||||
description: Fugle MarketData API key
|
||||
kind: secret
|
||||
requirement: optional
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
---
|
||||
|
||||
## 3. 已修正問題(追蹤確認)
|
||||
|
||||
### 已修正 P1. Agent 綁定的 skill slug 與匯入後的實際 slug 不一致
|
||||
|
||||
**現況**
|
||||
|
||||
多個 agent 使用了如下 skill 參照:
|
||||
|
||||
- `canslim-screener`
|
||||
- `vcp-screener`
|
||||
- `pead-screener`
|
||||
- `dcf-model`
|
||||
- `stanley-druckenmiller-investment`
|
||||
- `edge-candidate-agent`
|
||||
- `edge-hint-extractor`
|
||||
- `edge-concept-synthesizer`
|
||||
- `edge-pipeline-orchestrator`
|
||||
- `xlsx`
|
||||
|
||||
參考:
|
||||
|
||||
- [agents/bullish-researcher/AGENTS.md](/Users/chirs/workspace/KingClawArmy_dev_review/agents/bullish-researcher/AGENTS.md:5)
|
||||
- [agents/data-analyst/AGENTS.md](/Users/chirs/workspace/KingClawArmy_dev_review/agents/data-analyst/AGENTS.md:5)
|
||||
- [agents/ceo/AGENTS.md](/Users/chirs/workspace/KingClawArmy_dev_review/agents/ceo/AGENTS.md:5)
|
||||
- [agents/quant-strategist/AGENTS.md](/Users/chirs/workspace/KingClawArmy_dev_review/agents/quant-strategist/AGENTS.md:5)
|
||||
|
||||
但 dry-run 匯入結果顯示,Paperclip 最後辨識出的 slug 其實是:
|
||||
|
||||
- `canslim`
|
||||
- `vcp`
|
||||
- `pead`
|
||||
- `dcf`
|
||||
- `druckenmiller`
|
||||
- `excel`
|
||||
- `edge`
|
||||
|
||||
參考:
|
||||
|
||||
- [skills/canslim-screener/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/canslim-screener/SKILL.md:1)
|
||||
- [skills/dcf-model/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/dcf-model/SKILL.md:1)
|
||||
- [skills/edge-candidate-agent/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/edge-candidate-agent/SKILL.md:1)
|
||||
- [skills/stanley-druckenmiller-investment/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/stanley-druckenmiller-investment/SKILL.md:1)
|
||||
- [skills/xlsx/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/xlsx/SKILL.md:1)
|
||||
|
||||
**影響**
|
||||
|
||||
這不是單純命名風格問題,而是實際綁定會失效。
|
||||
|
||||
我實測匯入 warning 包含:
|
||||
|
||||
1. `Agent bullish-researcher references skill canslim-screener, but that skill is not present in the package.`
|
||||
2. `Agent bullish-researcher references skill vcp-screener, but that skill is not present in the package.`
|
||||
3. `Agent bullish-researcher references skill pead-screener, but that skill is not present in the package.`
|
||||
4. `Agent bullish-researcher references skill dcf-model, but that skill is not present in the package.`
|
||||
5. `Agent ceo references skill stanley-druckenmiller-investment, but that skill is not present in the package.`
|
||||
6. `Agent data-analyst references skill edge-candidate-agent, but that skill is not present in the package.`
|
||||
7. `Agent data-analyst references skill xlsx, but that skill is not present in the package.`
|
||||
8. `Agent data-analyst references skill edge-hint-extractor, but that skill is not present in the package.`
|
||||
9. `Agent data-analyst references skill edge-concept-synthesizer, but that skill is not present in the package.`
|
||||
10. `Agent quant-strategist references skill edge-pipeline-orchestrator, but that skill is not present in the package.`
|
||||
11. `Agent quant-strategist references skill stanley-druckenmiller-investment, but that skill is not present in the package.`
|
||||
|
||||
**建議修法**
|
||||
|
||||
二選一,選一種統一:
|
||||
|
||||
1. 在每個 `SKILL.md` frontmatter 明確補 `slug`,並與 `AGENTS.md` 內使用的 shortname 對齊
|
||||
2. 反過來把所有 `AGENTS.md` 內的 skill entry 改成 importer 實際產出的 slug
|
||||
|
||||
**追蹤結果:**
|
||||
|
||||
已修正。`SKILL.md` 已補 `slug` frontmatter,重新 dry-run import 後,相關 warnings 已清空。
|
||||
|
||||
---
|
||||
|
||||
### 已修正 P2. 四個 Edge skill 匯入後撞成同一個 `edge` slug
|
||||
|
||||
**現況**
|
||||
|
||||
以下四個 skill 路徑在 dry-run manifest 內全部被辨識成 `edge`:
|
||||
|
||||
1. `skills/edge-candidate-agent/SKILL.md`
|
||||
2. `skills/edge-concept-synthesizer/SKILL.md`
|
||||
3. `skills/edge-hint-extractor/SKILL.md`
|
||||
4. `skills/edge-pipeline-orchestrator/SKILL.md`
|
||||
|
||||
參考:
|
||||
|
||||
- [skills/edge-candidate-agent/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/edge-candidate-agent/SKILL.md:1)
|
||||
|
||||
**影響**
|
||||
|
||||
這代表 importer 沒有把這四個技能視為四個可獨立引用的 shortname。
|
||||
|
||||
後果是:
|
||||
|
||||
1. agent 端無法穩定引用特定 Edge skill
|
||||
2. package 內的 skill graph 會失真
|
||||
3. 後續 export/import round-trip 可能再度發生重名覆蓋或綁錯
|
||||
|
||||
**追蹤結果:**
|
||||
|
||||
已修正。這四個 Edge skill 都已有獨立 slug,重新 dry-run import 後不再撞名。
|
||||
|
||||
---
|
||||
|
||||
### 已修正 P3. Skills 依賴的 runtime / MCP / env 還沒跟 package 一起落地
|
||||
|
||||
**現況**
|
||||
|
||||
許多 skill 已經在內容中假設有:
|
||||
|
||||
- `yfinance`
|
||||
- `fred`
|
||||
- `casual-market`
|
||||
- `tradingview`
|
||||
- `FMP API`
|
||||
- `Alpaca MCP`
|
||||
- Python 科學計算環境
|
||||
- 檔案系統持久化能力
|
||||
|
||||
參考:
|
||||
|
||||
- [mcp-plan.md](/Users/chirs/workspace/KingClawArmy_dev_review/docs/mcp-plan.md:1)
|
||||
- [canslim-screener/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/canslim-screener/SKILL.md:32)
|
||||
- [earnings-calendar/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/earnings-calendar/SKILL.md:23)
|
||||
- [portfolio-manager/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/portfolio-manager/SKILL.md:1)
|
||||
- [trader-memory-core/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/trader-memory-core/SKILL.md:33)
|
||||
|
||||
但 package 端目前只有:
|
||||
|
||||
- agent adapter
|
||||
- project metadata
|
||||
- routine schedule
|
||||
|
||||
參考:
|
||||
|
||||
- [.paperclip.yaml](/Users/chirs/workspace/KingClawArmy_dev_review/.paperclip.yaml:1)
|
||||
|
||||
**追蹤結果:**
|
||||
|
||||
已修正。
|
||||
|
||||
目前已新增:
|
||||
|
||||
1. `.mcp.json`
|
||||
2. runtime 狀態文件
|
||||
3. `Alpaca` / `FMP` 等 MCP 依賴聲明
|
||||
4. `optional / needs-key / local-runtime` 的狀態說明
|
||||
|
||||
目前剩下的唯一缺口已收斂為 P7:`envInputs` 寫法尚未真正進 manifest。
|
||||
|
||||
**影響**
|
||||
|
||||
這代表目前是「skill 文檔存在」,不是「skill 能實際跑起來」。
|
||||
|
||||
換句話說,package 已有知識層,但 runtime 還沒封裝完成。
|
||||
|
||||
---
|
||||
|
||||
### 已修正 P4. 目前 vendored 的 skill 內容偏摘要版,和文檔宣稱的完整度不一致
|
||||
|
||||
**現況**
|
||||
|
||||
文檔目前宣稱:
|
||||
|
||||
- 來自真實開源 repo
|
||||
- 很多技能是數百到上千行
|
||||
- 詳細內容可用 `references/` 或 `scripts/` 補齊
|
||||
|
||||
參考:
|
||||
|
||||
- [agent-skill-mapping.md](/Users/chirs/workspace/KingClawArmy_dev_review/docs/agent-skill-mapping.md:5)
|
||||
- [skills-inventory.md](/Users/chirs/workspace/KingClawArmy_dev_review/docs/skills-inventory.md:18)
|
||||
- [skills-inventory.md](/Users/chirs/workspace/KingClawArmy_dev_review/docs/skills-inventory.md:46)
|
||||
|
||||
但實際 repo 目前:
|
||||
|
||||
1. 幾乎所有 `SKILL.md` 都小於 80 行
|
||||
2. 多數只有摘要說明與大綱
|
||||
3. `skills/` 下沒有 `reference/`、`references/`、`scripts/`
|
||||
|
||||
舉例:
|
||||
|
||||
- [market-news-analyst/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/market-news-analyst/SKILL.md:1)
|
||||
- [canslim-screener/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/canslim-screener/SKILL.md:1)
|
||||
- [portfolio-manager/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/portfolio-manager/SKILL.md:1)
|
||||
- [xlsx/SKILL.md](/Users/chirs/workspace/KingClawArmy_dev_review/skills/xlsx/SKILL.md:1)
|
||||
|
||||
**影響**
|
||||
|
||||
這會造成兩個問題:
|
||||
|
||||
1. package 使用者以為 skills 已完整 vendored,其實只有摘要版
|
||||
2. agent 的能力敘述看起來很強,但可重現工作流不足
|
||||
|
||||
**追蹤結果:**
|
||||
|
||||
已修正文件口徑。`agent-skill-mapping.md` 現在已明確說明目前是 `Summary Reference` 版 skills,而不是完整 vendored 版。
|
||||
|
||||
---
|
||||
|
||||
### 已修正 P5. 文檔統計已經與實際 repo 不一致
|
||||
|
||||
**現況**
|
||||
|
||||
目前 `docs/agent-skill-mapping.md` 寫:
|
||||
|
||||
- `62 個 SKILL.md`
|
||||
- `71 個分配`
|
||||
|
||||
參考:
|
||||
|
||||
- [agent-skill-mapping.md](/Users/chirs/workspace/KingClawArmy_dev_review/docs/agent-skill-mapping.md:26)
|
||||
|
||||
但我實際掃 repo:
|
||||
|
||||
1. `skills/` 目錄共 53 個 skill
|
||||
2. agents 的 `skills:` 總分配數是 72
|
||||
|
||||
**影響**
|
||||
|
||||
這會誤導下一位 agent,以為:
|
||||
|
||||
1. repo 少了 9 個 skill
|
||||
2. 或某些配置還沒同步
|
||||
|
||||
**追蹤結果:**
|
||||
|
||||
已修正。文件中的 skill 數量與分配數量已更新為當前 repo 狀態。
|
||||
|
||||
---
|
||||
|
||||
### 已修正 P6. `mcp-plan.md` 仍含敏感或機器相依資訊,不適合留在 package docs
|
||||
|
||||
**現況**
|
||||
|
||||
這份文件目前包含:
|
||||
|
||||
1. 明文 `FRED_API_KEY`
|
||||
2. 機器相依的絕對路徑 `/home/chris/workspace/...`
|
||||
|
||||
參考:
|
||||
|
||||
- [mcp-plan.md](/Users/chirs/workspace/KingClawArmy_dev_review/docs/mcp-plan.md:141)
|
||||
- [mcp-plan.md](/Users/chirs/workspace/KingClawArmy_dev_review/docs/mcp-plan.md:152)
|
||||
- [mcp-plan.md](/Users/chirs/workspace/KingClawArmy_dev_review/docs/mcp-plan.md:195)
|
||||
|
||||
**影響**
|
||||
|
||||
即使這裡只是示意值,這種寫法仍然不適合進 canonical package docs,原因是:
|
||||
|
||||
1. 容易讓人誤把示意值當真 key
|
||||
2. 絕對路徑沒有可攜性
|
||||
3. 違反 base package 應避免機器相依值的原則
|
||||
|
||||
**追蹤結果:**
|
||||
|
||||
已修正。API key 已改為 placeholder,機器相依絕對路徑也已抽換。
|
||||
|
||||
---
|
||||
|
||||
## 4. 建議補齊清單
|
||||
|
||||
請另一個 agent 依序補:
|
||||
|
||||
1. 把 `.paperclip.yaml` 的 `inputs.env` 改成 Paperclip importer 會讀到的 object 結構
|
||||
2. 重新跑 `paperclipai company import --dry-run --json`
|
||||
3. 確認 `envInputs` / `manifest.envInputs` 不再為空
|
||||
4. 若後續要提升為完整 vendored skills,再補 `references/` / `scripts/`
|
||||
|
||||
---
|
||||
|
||||
## 5. 修完後的驗收標準
|
||||
|
||||
至少要確認:
|
||||
|
||||
1. `paperclipai company import --dry-run --json` 仍保持 `warnings: []`、`errors: []`
|
||||
2. `manifest.envInputs` 不再為空,且能反映 package 真正需要的環境輸入
|
||||
3. `mcp-plan.md`、`.mcp.json`、`.paperclip.yaml` 三者口徑一致
|
||||
|
||||
---
|
||||
|
||||
## 6. 一句話結論
|
||||
|
||||
這版 `dev` 的 agent / skills 已經把最重要的 Paperclip 綁定與 runtime 規劃問題修乾淨了;目前只剩 `envInputs` 的 YAML 結構尚未符合 importer 預期,屬於最後一個 portability 細節問題。
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 回測專家
|
||||
slug: backtest-expert
|
||||
description: 策略回測專家,支援歷史數據回測、績效指標計算與策略參數最佳化
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 廣度圖表分析師
|
||||
slug: breadth-chart-analyst
|
||||
description: 深度分析 S&P 500 廣度指數(200日均線)與漲勢比例圖表,從 CSV 數據和圖表截圖萃取市場健康度結論,約 1200 行的高度詳細技能
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: CANSLIM 選股篩選器
|
||||
slug: canslim-screener
|
||||
description: William O'Neil 七成分成長股方法論(C-A-N-S-L-I-M),加權評分篩選最強成長股,Phase 3 完整實作
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 催化劑行事曆
|
||||
slug: catalyst-calendar
|
||||
description: 追蹤可能影響股價的即將到來事件與公告,包含產品發布、監管審批、分析師日、投資者日等事件驅動機會
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 競爭分析
|
||||
slug: competitive-analysis
|
||||
description: 深度分析產業競爭格局,評估目標公司的競爭優勢、市場份額動態、競爭威脅,供多方(護城河識別)和空方(競爭惡化)使用
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 可比公司分析
|
||||
slug: comps-analysis
|
||||
description: 相對估值分析(Comparable Company Analysis / Trading Comps),比較目標公司與同業的 EV/EBITDA、P/E、P/S 等倍數,評估相對高估/低估
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 資料品質檢查器
|
||||
slug: data-quality-checker
|
||||
description: 驗證金融數據的準確性,包括價格刻度、工具代碼格式、日期連續性、配置合計、單位一致性,防止錯誤數據影響分析
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: DCF 估值模型
|
||||
slug: dcf-model
|
||||
description: 折現現金流(DCF)估值分析,建立完整的三期成長模型,計算內在價值與安全邊際,判斷個股是否低估/高估
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 文件共同創作
|
||||
slug: doc-coauthoring
|
||||
description: 三階段結構化文件起草工作流程(情境蒐集→精煉與結構→讀者測試),適用於策略報告、會議備忘錄、分析備忘錄等長篇文件
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 下跌持續時間分析器
|
||||
slug: downtrend-duration-analyzer
|
||||
description: 歷史下跌持續時間統計分析,按板塊與市值分類,產出互動式直方圖,讓空方研究員量化下跌波段的典型長度
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 財報後分析
|
||||
slug: earnings-analysis
|
||||
description: 財報發布後的深度解讀,分析 EPS/營收 vs 預估、管理層指引、財報電話關鍵訊號,評估對後市的影響
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 財報行事曆
|
||||
slug: earnings-calendar
|
||||
description: 透過 FMP API 擷取即將發布的美股財報時程,按日期與盤前/盤後排列,讓研究員提前佈局
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 財報預覽分析
|
||||
slug: earnings-preview
|
||||
description: 財報發布前的預期分析,整合分析師預估、選擇權隱含波動率、歷史財報表現,評估財報的上行/下行風險
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 財報交易分析器
|
||||
slug: earnings-trade-analyzer
|
||||
description: 五因子 0-100 評分(跳空幅度、趨勢強度、成交量、MA200、MA50 位置),A/B/C/D 分級,快速評估財報後個股的交易價值
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 經濟行事曆擷取器
|
||||
slug: economic-calendar-fetcher
|
||||
description: 擷取未來 7-90 天經濟事件(FOMC、NFP、CPI/PPI、GDP),含影響評估
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: Edge 候選代理人
|
||||
slug: edge-candidate-agent
|
||||
description: 將每日市場觀察轉為結構化、可重現的研究票據(Research Ticket),作為 Edge 研究流程的第一步輸入
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: Edge 概念合成器
|
||||
slug: edge-concept-synthesizer
|
||||
description: 將多個 Edge 線索票據的證據聚類為可重用的 Edge 概念,每個概念附帶核心論點、否定條件與策略手冊
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: Edge 線索提取器
|
||||
slug: edge-hint-extractor
|
||||
description: 從每日市場觀察、新聞或研究筆記中提取結構化 Edge 線索,輸出標準 hints.yaml 供下游合成器使用
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: Edge 流程協調器
|
||||
slug: edge-pipeline-orchestrator
|
||||
description: 端到端 Edge 研究流程管理(候選→線索→概念→策略→審查),含反饋迴路與斷點續跑,是量化策略師的研究自動化中樞
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 優勢訊號整合器
|
||||
slug: edge-signal-aggregator
|
||||
description: 多因子訊號整合器,匯集技術面、基本面、情緒面訊號並計算綜合 Edge 分數
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 策略審查工具
|
||||
slug: edge-strategy-reviewer
|
||||
description: 策略審查工具,系統性檢驗策略邏輯、風險盲點、過擬合風險與執行可行性
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 曝險管理教練
|
||||
slug: exposure-coach
|
||||
description: 部位曝險教練,根據市場環境動態調整建議持倉比例、避險配置與現金水位
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 跟進日偵測器
|
||||
slug: ftd-detector
|
||||
description: 市場底部確認的跟進日(Follow-Through Day, FTD)偵測,採用雙指數(S&P 500 + NASDAQ)狀態機,避免假訊號
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 啟動追蹤報告
|
||||
slug: initiating-coverage
|
||||
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:
|
||||
|
||||
@@ -1,16 +1,13 @@
|
||||
---
|
||||
name: 法人資金流向追蹤器
|
||||
slug: institutional-flow-tracker
|
||||
description: 追蹤法人資金流向,涵蓋 13F 持倉、ETF 資金流、暗池交易與大戶動向
|
||||
metadata:
|
||||
sources:
|
||||
- kind: github-file
|
||||
repo: OctagonAI/skills
|
||||
repo: tradermonty/claude-trading-skills
|
||||
path: skills/institutional-flow-tracker/SKILL.md
|
||||
usage: referenced
|
||||
- kind: github-file
|
||||
repo: ginlix-ai/langalpha
|
||||
path: skills/institutional-holdings/SKILL.md
|
||||
usage: referenced
|
||||
---
|
||||
|
||||
# 法人資金流向追蹤器
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 內部溝通
|
||||
slug: internal-comms
|
||||
description: 撰寫內部溝通文件,包含狀態更新、3P(進度/計畫/問題)報告、事件報告、FAQ、每週通訊等格式
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 總經環境偵測器
|
||||
slug: macro-regime-detector
|
||||
description: 六成分跨資產比率分析(RSP/SPY、殖利率曲線、HYG/LQD、IWM/SPY、SPY/TLT、XLY/XLP),將市場分類為5種環境,指導曝險決策
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 市場廣度分析器
|
||||
slug: market-breadth-analyzer
|
||||
description: 市場廣度分析,追蹤漲跌家數比、新高新低比、成交量分佈等內部結構指標
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 總體市場環境分析
|
||||
slug: market-environment-analysis
|
||||
description: 總體市場環境分析,涵蓋股市、外匯、商品、殖利率、情緒指標的結構化報告
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 市場新聞分析師
|
||||
slug: market-news-analyst
|
||||
description: 蒐集過去 10 天市場新聞,分析 FOMC、財報、地緣政治等事件的市場影響並評分
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 市場頂部偵測器
|
||||
slug: market-top-detector
|
||||
description: 市場頂部偵測,綜合技術面背離、資金面轉弱、情緒面過熱的多維度警示系統
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 盤前晨報
|
||||
slug: morning-note
|
||||
description: 每日盤前市場摘要,整合美股收盤、亞股動態、台股盤前、重要數據、今日關注事件,含視覺化圖表
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 選擇權策略顧問
|
||||
slug: options-strategy-advisor
|
||||
description: Black-Scholes 定價、Greeks 計算、17+ 選擇權策略的損益模擬(價差、禿鷹、財報策略等),約 1200 行的完整選擇權分析技能
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 配對交易篩選器
|
||||
slug: pair-trade-screener
|
||||
description: 統計套利技能,執行共整合檢定、計算利差 Z 值,產出市場中性配對交易的進出場建議,約 1100 行的量化套利技能
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: PEAD 篩選器
|
||||
slug: pead-screener
|
||||
description: 財報後公告漂移(Post-Earnings Announcement Drift)篩選,自動識別財報跳空後的回調買點與突破訊號
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 投資組合管理員
|
||||
slug: portfolio-manager
|
||||
description: 透過 Alpaca MCP 分析投資組合配置、風險指標、再平衡建議、稅損採收機會與股息分析,約 1100 行的完整投資組合管理技能
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 部位規模計算器
|
||||
slug: position-sizer
|
||||
description: 部位規模計算器,基於風險預算、波動率與凱利公式計算最適部位大小
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 情境分析引擎
|
||||
slug: scenario-analyzer
|
||||
description: 情境分析引擎,建構牛熊中性多重情境,量化各情境機率與預期報酬
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 板塊輪動分析師
|
||||
slug: sector-analyst
|
||||
description: 從 CSV 數據分析美股十一大板塊的輪動模式與市場週期定位,識別強勢/弱勢板塊
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 板塊概況分析
|
||||
slug: sector-overview
|
||||
description: 產出特定板塊的全面概況報告,涵蓋板塊基本面趨勢、主要催化劑、龍頭股表現、估值水平與相對強弱
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 訊號事後分析
|
||||
slug: signal-postmortem
|
||||
description: 訊號事後分析,回顧歷史訊號準確率、獲利因子分解與策略衰退偵測
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: Druckenmiller 策略合成器
|
||||
slug: stanley-druckenmiller-investment
|
||||
description: 整合 8 個上游技能輸出,以 Stanley Druckenmiller 的宏觀投資方法論產出統一信心評分(0-100)、型態分類與倉位配置建議
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 策略轉向設計師
|
||||
slug: strategy-pivot-designer
|
||||
description: 偵測回測策略停滯或陷入局部最優,自動提出結構性不同的策略轉向方案,突破策略開發瓶頸
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 技術分析師
|
||||
slug: technical-analyst
|
||||
description: 技術分析工具,支援均線、RSI、MACD、布林通道等指標運算與圖表判讀
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 市場主題偵測器
|
||||
slug: theme-detector
|
||||
description: 偵測當前市場的趨勢主題(AI、能源轉型、利率等),評估各主題的熱度、生命週期階段與信心評分
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 投資論點追蹤器
|
||||
slug: thesis-tracker
|
||||
description: 長期追蹤投資論點的進展,監控關鍵假設是否仍然成立,在論點失效時自動預警
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 交易假設發想器
|
||||
slug: trade-hypothesis-ideator
|
||||
description: 生成 1-5 個可偽證的交易假設卡,每張包含實驗設計、否定條件(Kill Criteria)與可選的 strategy.yaml 匯出
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 交易員記憶核心
|
||||
slug: trader-memory-core
|
||||
description: 持久化論點生命週期管理,追蹤從想法到平倉的完整交易記錄(IDEA→ENTRY_READY→ACTIVE→CLOSED),含 P&L、MAE/MFE 與事後分析
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 漲勢分析器
|
||||
slug: uptrend-analyzer
|
||||
description: 五成分 0-100 漲勢健康度綜合評分(廣度30%、板塊參與25%、動量20%、輪動15%、歷史10%),判斷多頭趨勢強度
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: 美股泡沫偵測器
|
||||
slug: us-market-bubble-detector
|
||||
description: 美股泡沫偵測,分析估值偏離、槓桿水位、散戶狂熱指標與歷史泡沫比對
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,16 +1,13 @@
|
||||
---
|
||||
name: 美股個股分析
|
||||
slug: us-stock-analysis
|
||||
description: 美股個股深度分析,涵蓋基本面、財報、估值模型與產業比較
|
||||
metadata:
|
||||
sources:
|
||||
- kind: github-file
|
||||
repo: OctagonAI/skills
|
||||
repo: tradermonty/claude-trading-skills
|
||||
path: skills/us-stock-analysis/SKILL.md
|
||||
usage: referenced
|
||||
- kind: github-file
|
||||
repo: ginlix-ai/langalpha
|
||||
path: skills/stock-fundamentals/SKILL.md
|
||||
usage: referenced
|
||||
---
|
||||
|
||||
# 美股個股分析
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: VCP 篩選器
|
||||
slug: vcp-screener
|
||||
description: Minervini 的波動收縮型態(Volatility Contraction Pattern)偵測,在第 2 階段上升趨勢中識別低風險進場點
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
---
|
||||
name: Excel 試算表
|
||||
slug: xlsx
|
||||
description: 建立、編輯、分析符合金融建模標準的 Excel 試算表,含色碼規範(藍色=輸入、黑色=公式)、財務格式化與績效分析
|
||||
metadata:
|
||||
sources:
|
||||
|
||||
Reference in New Issue
Block a user