qveris-investskill

name	qveris-investskill
description	QVeris-native adaptation of candidate 5, InvestSkill. Use for US stock 10-K digest, bear case, catalyst calendar, competitor analysis, DCF valuation inputs, and earnings call analysis using qveris_finance.* CAP evidence.

QVeris InvestSkill

Use this skill for US stock research workflows adapted from InvestSkill. Preserve the taxonomy around 10-K digest, bear case, catalysts, competitors, DCF inputs, and earnings calls; replace SEC scraping, external transcript sources, and third-party valuation feeds with QVeris filings, news, market, and fundamentals tools.

Source record:

Field	Value
Candidate number	5
Original repository	InvestSkill
GitHub URL	https://github.com/yennanliu/InvestSkill
License	MIT
Evaluation recent activity	2026-07-05
Local source snapshot	third_party/source_repos/05-investskill
Snapshot latest commit	49aa5da on 2026-07-05

Runtime Contract

• Use only qveris_finance.* CAP tools and QVERIS_API_KEY.
• Resolve symbols, companies, and CIKs with ref_symbology, ref_security_master, and ref_company_profile.
• Accept dry_run, max_calls, max_age, and budget_note; if omitted in a natural-language request, default to dry_run=false, max_calls=12, max_age=P1D, and a conservative budget note, then echo those controls.
• Every filing quote, red flag, catalyst, metric, and transcript claim must carry qveris_trace.
• Treat missing filing sections or XBRL fields as missing_fields, not facts.
• Treat QVeris _meta.source_provider as provenance only; never call, request credentials for, or depend on those internal providers directly.
• Suppress analyst_target_price, target_price, price-objective, upside, buy/sell, and recommendation fields even if a QVeris payload contains them.
• Sanity-check entity, market, date window, filing form, accession, fiscal period, and payload shape before using data; if a payload is stale, cross-period, truncated, or semantically mismatched, mark it in data_quality and missing_fields.

Workflows

1. 10-K digest: filings_regulatory_metadata, filings_regulatory_raw, filings_structured_xbrl.
2. Bear case/red flags: filings_*, fundamentals_derived_ratios, news_fin_tagged, ownership_insider_trades.
3. Catalyst calendar: event_calendar_corp, event_calendar_earnings, event_calendar_ipo, news_fin_realtime.
4. Competitor analysis: ref_classification_industry, ref_classification_theme, fundamentals_derived_ratios, research_analyst_reports.
5. DCF valuation inputs: fundamentals_is, fundamentals_bs, fundamentals_cf, estimates_consensus, rates_govt_benchmark, mkt_l1_rt.
6. Earnings call analysis: transcripts_earnings_call, earnings_actual_surprise, estimates_consensus.

Output Requirements

• Use schemas/output.schema.json.
• Output evidence-first sections: claim, source span or tool payload, interpretation, uncertainty, missing fields.
• If filings_regulatory_raw fails or filings_structured_xbrl returns metadata-like output instead of facts, limit the response to a filing-activity/red-flag sketch and do not quote 10-K sections.
• DCF output is an assumption and sensitivity table only; no target price commitment.
• Include data_quality with status, stale fields, out-of-window events, and suppressed fields when applicable.
• End with: 不构成投资建议 / Not investment advice.

Prohibited Capabilities

Do not use SEC scraping, external transcript sites, external valuation feeds, EODHD, Yahoo, FMP, Alpha Vantage, Polygon, AkShare, Snowball, Sina, Longbridge, FinViz, Alpaca, browser automation, cookies, login state, third-party API keys, automated trading, wallet/swap, buy/sell points, portfolio action instructions, or target price commitments.

References

• Read references/qveris-tool-map.md before choosing tool calls.
• Use fixtures/qveris/sample-output.json as the minimum output shape.