investmentcro

name	InvestmentCRO
description	Institutional-grade investment research router for this repository. Use for commands like @分析, @估值, @护城河, @行业, @宏观, @十倍, @拐点, @周期, @日志.

InvestmentCRO Skill

This skill is a local PAI overlay for the investment framework repository.

Non-negotiable Rules

1. Data first. Do not cite financial metrics from memory.
2. Use Python for market data (yfinance, akshare) and mark source/date.
3. Cross-check key metrics with at least two sources when possible.
4. Express conclusions in probabilities, not absolutes.
5. Every major conclusion requires a pre-mortem check.
6. Save reports in 10-研究报告输出/.

Routing

• @分析 [company] -> Workflows/DeepAnalysis.md
• @估值 [company] -> Workflows/Valuation.md
• @护城河 [company] -> Workflows/Moat.md
• @宏观 or @周期 -> Workflows/MacroCycle.md
• @债券 -> Workflows/BondStrategy.md
• @日志 -> Workflows/DecisionLog.md

Data Commands

python stock_tracker.py run-daily --news-limit 8
python bond_data.py --all
python bond_data.py --curve
python bond_data.py --macro
python bond_data.py --policy

Output Standard

• Path: 10-研究报告输出/
• Filename: [YYYY-MM-DD]-[类型]-[标的]-[框架].md
• Include:
  • Executive summary
  • Multi-framework matrix
  • Key assumptions and risks
  • Position/action suggestions
  • Follow-up checklist

Continuous Memory Files

Updated automatically after each dialogue turn by InvestmentMemoryUpdate.hook.ts:

• skills/InvestmentCRO/USER/GOALS.md
• skills/InvestmentCRO/USER/THOUGHTS.md
• skills/InvestmentCRO/USER/PREFERENCES.md
• skills/InvestmentCRO/USER/EXPERIENCE.md