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daloopa

使用 Daloopa 数据制作财务模型、财报分析或投资研究材料。

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Datos de origen

Repositorio
bronc-x/lotus
Última actividad en el origen
14 de septiembre de 2026 a las 05:31
Idioma detectado de SKILL.md
inglés
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23
Forks
1

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SKILL.md
Instrucciones de origen · Vista previa de solo lectura
name
daloopa
description
使用 Daloopa 数据制作财务模型、财报分析或投资研究材料。
# Daloopa Router Use this skill as the only top-level entry for the Lotus-packaged Daloopa workflows. ## Route Choose exactly one primary workflow from the user's request: | Intent | Internal workflow | |---|---| | Verify the Daloopa connection or inspect available capabilities | `references/setup.md` | | Build a multi-tab Excel financial model | `references/build-model.md` | | Build bull, base, and bear scenarios | `references/bull-bear.md` | | Analyze buybacks, dividends, reinvestment, and shareholder yield | `references/capital-allocation.md` | | Produce a rapid first-read earnings flash | `references/earnings-flash.md` | | Prepare for an upcoming earnings report | `references/earnings-prep.md` | | Generate an investment-banking-style pitch deck | `references/ib-deck.md` | | Analyze precedent M&A transactions and deal multiples | `references/precedent-transactions.md` | | Produce a full professional research note | `references/research-note.md` | If the request genuinely spans multiple deliverables, select the smallest set of workflows that covers it and execute them in dependency order. ## Execution Contract Workflow references describe full deliverable templates. For narrower requests, execute only the relevant sections. Fixed slide counts, scenario counts, lookback windows, and visual templates are defaults unless the user or data contract requires them; do not expand the assignment to fill a template. Citation, data provenance, and calculation consistency remain required. 1. Read the selected workflow reference completely before taking task actions. 2. Read supporting references only when their stated condition applies; resolve paths relative to the workflow file. 3. Use the Daloopa app/MCP tools when available. If they are unavailable, run the setup workflow or explain the exact missing connection. 4. Preserve Daloopa citation and data-access requirements. Load design-system guidance only for formatted deliverables, not a connection or factual lookup. 5. Keep the internal workflow names out of the top-level skill menu; they are implementation details behind this router. The nine workflow references are vendored from the Daloopa plugin and retain their original licenses and attribution.
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