| name | cooragent-clarityfinance |
| description | Run ClarityFinance-inspired multi-market stock analysis through QVeris. Use for planned four-dimension research across fundamentals, technicals, news, and sentiment; screening; watchlist review; and compact decision dashboards for US, Hong Kong, or China A-share securities. |
ClarityFinance-Inspired Analysis with QVeris
Use the upstream ClarityFinance project as a methodology reference, especially its planning-with-files and specialized-analysis structure.
Data boundary
Replace direct market-data, news, and web-data integrations with QVeris. Require QVERIS_API_KEY for real calls. Use Discover → Inspect → Call and the capability plan in qveris.manifest.json. Do not call the original providers directly.
Workflow
- Create or update a concise task plan, findings log, and progress log for multi-step requests.
- Resolve market-specific identifiers before collecting data. Preserve the exchange, currency, timezone, and quote delay.
- Discover and call real-time quote, historical bars, financial ratios, technical indicators, tagged news, and company-profile capabilities.
- Record
search_id, tool_id, provider, call time, and data timestamp for each result.
- Analyze four dimensions independently:
- fundamentals: quality, growth, valuation, balance-sheet pressure;
- technicals: trend, momentum, volatility, volume, support and resistance;
- news: confirmed catalysts, recency, source agreement;
- sentiment: provider labels, attention, and divergence from price.
- For A-shares, optionally add concept-sector evidence. For social data, treat attention as distinct from factual confirmation.
- Synthesize only after all dimensions report their evidence and missing inputs.
Failure rules
- Do not mix A-share, Hong Kong, and US ticker conventions.
- Do not claim real-time status without a returned market timestamp and delay semantics.
- Do not use an unverified search snippet as structured financial data.
- Do not send alerts, messages, or orders unless the user separately authorizes that external action.
Output contract
Return scope, as-of time, identity resolution, QVeris trace, four-dimension evidence, conflicts, a scored dashboard with transparent weights, missing-data warnings, and a research-only conclusion.
Validation
node scripts/qveris_candidate_runner.mjs validate .
node --test tests/smoke.test.mjs
node scripts/qveris_candidate_runner.mjs preflight .
QVERIS_API_KEY=... node scripts/qveris_candidate_runner.mjs live .
