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Goal-driven finance research workflow: attach a research-only objective, track criteria, and add evidence while avoiding live trading execution.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
| name | research-goal |
| description | Goal-driven finance research workflow: attach a research-only objective, track criteria, and add evidence while avoiding live trading execution. |
Use this skill when a user asks for a multi-step finance research task, comparison, audit, thesis review, or "keep working until the answer is supported." The goal runtime is for research only. Never use it to place, submit, or execute trades.
Start a goal when the task has any of these traits:
Do not start a goal for a tiny one-shot answer unless the user explicitly asks.
start_research_goal with a concise research-only objective.get_research_goal.add_goal_evidence.criterion_id or criterion_index.update_research_goal_status.Use this shape when the user did not provide criteria:
run_id, artifact_path, source_provider, source_type, symbol_universe, benchmark, and data_as_of when known.tool_call_id is traceability only. Completion needs verified evidence from an existing run_id or an allowed artifact_path with a matching sha256 hash.update_research_goal_status(status="complete") only after every required criterion has an audit row.evidence_ids.status="blocked" or status="insufficient_evidence" when evidence is missing, stale, contradictory, or not verifiable.status="cancelled" only when the user explicitly asks to end or discard the goal.Tell the user what the goal is tracking only when it helps. Do not flood the answer with ledger details. Lead with the research conclusion, then mention which criteria remain unresolved.
Professional finance research toolkit — backtesting (7 engines + benchmark comparison panel), factor analysis, Alpha Zoo (452 pre-built alphas across qlib158/alpha101/gtja191/academic), options pricing, 79 finance skills, 29 multi-agent swarm teams, Trade Journal analyzer, and Shadow Account (extract → backtest → render) across 18 market-data sources (tushare, yfinance, okx, akshare, baostock, tencent, mootdx, ccxt, futu, local, eastmoney, sina, stooq, yahoo, plus optional-key finnhub/alphavantage/tiingo/fmp).
Correlation and cointegration analysis — co-movement discovery, deep return-correlation analysis, sector clustering, realized correlation, Engle-Granger / Johansen cointegration, half-life, Kalman dynamic hedge ratio, cross-market linkage analysis, and pair-trading signal generation
The single ROUTER for every data need. Load this skill BEFORE any backtest, data-fetch, or research task to pick the best available source/tool, honour auth (env) requirements, and avoid ban-risk providers.
东方财富（Eastmoney）免费免鉴权数据接口，覆盖资金流向、龙虎榜、融资融券、大宗交易、股东户数、限售解禁、行业概念板块、券商研报、财经新闻、美股/港股三大报表+主要指标、全市场选股与代码搜索。所有请求经共享 IP 限速层节流（东财按源 IP 限流并临时封禁突发请求），通过 Vibe-Trading 工具直接调用，无需 token。
OKX cryptocurrency market data interface. Uses the OKX V5 REST API to retrieve spot, derivatives, index, and other crypto market data, including real-time prices, candlesticks, funding rates, open interest, and more. No authentication required, free to use.
U.S. SEC EDGAR fetch interface — resolve a ticker to its CIK, list recent filings (10-K / 10-Q / 8-K and friends) with primary-document URLs, and pull XBRL companyfacts financial series. Free, no API key; rate-limited by IP so every request is throttled and carries a contact User-Agent. United States only.