| 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
- 10-K digest:
filings_regulatory_metadata, filings_regulatory_raw, filings_structured_xbrl.
- Bear case/red flags:
filings_*, fundamentals_derived_ratios, news_fin_tagged, ownership_insider_trades.
- Catalyst calendar:
event_calendar_corp, event_calendar_earnings, event_calendar_ipo, news_fin_realtime.
- Competitor analysis:
ref_classification_industry, ref_classification_theme, fundamentals_derived_ratios, research_analyst_reports.
- DCF valuation inputs:
fundamentals_is, fundamentals_bs, fundamentals_cf, estimates_consensus, rates_govt_benchmark, mkt_l1_rt.
- 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.
