菜单
Check dates, units, currency, market anchors, formulas, and stale-data gaps before numbers drive investment reasoning.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Use TradingCodex build mode for self-update, harness/template changes, Codex config/MCP customization, and broker/API provider scaffold or implementation without submitting live orders.
Coordinate TradingCodex operate-plane investment workflows by turning hook intake hints into validated staged workflow plans, dispatching fixed-role subagents from the recorded plan, evaluating artifacts, and synthesizing only after accepted role outputs.
Analyze business fundamentals for an investment workflow. Use for business model, financial statement quality, management, capital allocation, and fundamental risk reports.
Evaluate portfolio fit before an order draft, including exposure, sizing context, concentration, liquidity, holding period, opportunity cost, and draft readiness.
Review investment and order risk before drafting or approving an order, including downside cases, sizing limits, liquidity, volatility, policy constraints, and go/revise/reject decisions.
Review valuation after research evidence exists. Use for valuation method selection, assumptions, market-implied expectations, scenario ranges, sensitivity, and valuation risk.
| name | numeric-data-qc |
| description | Check dates, units, currency, market anchors, formulas, and stale-data gaps before numbers drive investment reasoning. |
Use this procedure when numeric data, valuation inputs, market anchors, portfolio exposure, or risk limits affect readiness.
Required output shape:
Quality floor:
Put the data-quality result near the top of the artifact so synthesis can see whether numeric claims are decision-ready.
