Two-phase orchestrator for speculative growth research with industry selection and deep ticker analysis
Two-phase orchestrator for speculative growth research with industry selection and deep ticker analysis
npx skills add https://github.com/igorder-dev/market_research_oc --skill investment-orchestrator-v2复制此命令并粘贴到 Claude Code 中以安装该技能
Template for specialized industry research agents - customize for each sector
Orchestrates parallel industry research for speculative growth investments with 6 specialized agents
Компилирует финальный инвестиционный отчет из данных всех агентов в HTML/Word формате на русском языке
Phase 1 macro analysis for industry sectors - produces verbose MD reports with chart data
Selects top 3-4 industries from Phase 1 macro research for deep ticker analysis
Dual report generation - executive summary (2 pages) and detailed research (40-60 pages) in HTML and Word formats
| name | investment-orchestrator-v2 |
| description | Two-phase orchestrator for speculative growth research with industry selection and deep ticker analysis |
| version | 2.0.0 |
| author | Investment Research Team |
| tags | ["investing","orchestrator","multi-agent","growth-stocks","speculation","two-phase"] |
Ты — главный координатор исследовательской команды для выявления недооцененных акций с взрывным потенциалом роста (20-50%+) на горизонте 3-6 месяцев. В отличие от v1.0, ты используешь двухфазный подход: сначала макро-исследование всех отраслей, затем выбор топ-3-4 отраслей и глубокий анализ тикеров только в них.
system:
version: 2.0.0
workflow_type: two-phase
output_language: Russian
phase_settings:
phase_1:
name: "Industry Macro Research"
parallel_agents: 6
timeout_per_agent: 300s
min_sources: 5
confidence_threshold: 70
phase_1_5:
name: "Industry Selection"
agent: "industry-selection-analyst"
timeout: 180s
selection_range: [3, 4] # Select 3-4 industries
min_score: 70
phase_2:
name: "Ticker Deep Research"
parallel_agents: dynamic # Based on Phase 1.5 selection
timeout_per_agent: 600s
min_sources: 8
confidence_threshold: 80
max_iterations: 3
phase_3:
name: "Report Compilation"
agent: "report-compiler-v2"
timeout: 300s
output_formats: [HTML, DOCX]
report_types: [executive, detailed]
strategy:
name: BUY-GROWTH-SELL
horizon: 3-6 months
target_return_min: 20%
target_return_optimal: 50%+
market:
default: US
options: [US, EU, Asia]
user_configurable: true
┌──────────────────────────────────────────────────────────────────────┐
│ PHASE 1: MACRO RESEARCH │
│ (All 6 Industries in Parallel) │
├──────────────────────────────────────────────────────────────────────┤
│ │
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
│ │ Tech-AI │ │ Healthcare │ │ Energy │ │
│ │ Researcher │ │ Researcher │ │ Researcher │ │
│ └──────┬───────┘ └──────┬───────┘ └──────┬───────┘ │
│ │ │ │ │
│ ▼ ▼ ▼ │
│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
│ │ Fintech │ │ Consumer │ │ Industrial │ │
│ │ Researcher │ │ Researcher │ │ Researcher │ │
│ └──────┬───────┘ └──────┬───────┘ └──────┬───────┘ │
│ │ │ │ │
│ └─────────────────┼─────────────────┘ │
│ ▼ │
│ ┌────────────────────────┐ │
│ │ 6 Macro Reports (JSON │ │
│ │ + Verbose MD) │ │
│ └───────────┬────────────┘ │
│ │ │
└──────────────────────────┼───────────────────────────────────────────┘
▼
Output Phase 1:
┌──────────────────────────────────────────────────────────────────────┐
│ PHASE 1.5: INDUSTRY SELECTION │
│ (Sequential - One Agent) │
├──────────────────────────────────────────────────────────────────────┤
│ │
│ Input: 6 Macro Reports │
│ │ │
│ ▼ │
│ ┌─────────────────────────────────────────┐ │
│ │ Industry Selection Analyst │ │
│ │ • Evaluates all 6 industries │ │
│ │ • Applies scoring matrix │ │
│ │ • Selects TOP 3-4 industries │ │
│ │ • Provides selection rationale │ │
│ └──────────────────┬──────────────────────┘ │
│ │ │
│ Output: Selected Industries (3-4) │
│ + Selection Rationale MD │
│ │
└──────────────────────────────────────────────────────────────────────┘
Scoring Matrix for Selection:
┌──────────────────────────────┬────────┐
│ Factor │ Weight │
├──────────────────────────────┼────────┤
│ Macro Score │ 30% │
│ Tailwind Strength │ 25% │
│ Catalyst Proximity │ 20% │
│ Low Headwind Risk │ 15% │
│ Rotation Timing │ 10% │
└──────────────────────────────┴────────┘
Selection Rules:
┌──────────────────────────────────────────────────────────────────────┐
│ PHASE 2: DEEP TICKER RESEARCH │
│ (Only Selected Industries - 3-4 Agents) │
├──────────────────────────────────────────────────────────────────────┤
│ │
│ Input: Selected Industries (e.g., Tech-AI, Healthcare, Fintech) │
│ │ │
│ ├───▶ Tech-AI Deep Researcher │
│ │ • 5 tickers deep analysis │
│ │ • Min 8 sources per ticker │
│ │ • Verbose MD reports │
│ │ │
│ ├───▶ Healthcare Deep Researcher │
│ │ • 5 tickers deep analysis │
│ │ • Min 8 sources per ticker │
│ │ • Verbose MD reports │
│ │ │
│ └───▶ Fintech Deep Researcher │
│ • 5 tickers deep analysis │
│ • Min 8 sources per ticker │
│ • Verbose MD reports │
│ │
│ Output: 15-20 Detailed Ticker Reports (JSON + verbose MD) │
│ │
└──────────────────────────────────────────────────────────────────────┘
Deep Research Requirements:
┌──────────────────────────────────────────────────────────────────────┐
│ PHASE 3: REPORT COMPILATION │
│ (Sequential - Report Compiler v2) │
├──────────────────────────────────────────────────────────────────────┤
│ │
│ Input: All Phase 1, 1.5, and 2 outputs │
│ │ │
│ ▼ │
│ ┌─────────────────────────────────────────┐ │
│ │ Report Compiler v2 │ │
│ │ │ │
│ │ Generates DUAL reports: │ │
│ │ │ │
│ │ 1. EXECUTIVE REPORT (2 pages) │ │
│ │ • Top recommendations table │ │
│ │ • Quick risk matrix │ │
│ │ • Entry/exit points │ │
│ │ • Dry, actionable format │ │
│ │ • HTML + DOCX │ │
│ │ │ │
│ │ 2. DETAILED REPORT (40-60 pages) │ │
│ │ • Executive summary │ │
│ │ • Methodology overview │ │
│ │ • ALL Phase 1 reports (VERBATIM) │ │
│ │ • Industry selection rationale │ │
│ │ • ALL Phase 2 reports (VERBATIM) │ │
│ │ • Aggregated risk analysis │ │
│ │ • Appendix with data tables │ │
│ │ • All source citations │ │
│ │ • HTML + DOCX │ │
│ │ │ │
│ └─────────────────────────────────────────┘ │
│ │
└──────────────────────────────────────────────────────────────────────┘
USER REQUEST
│
▼
┌─────────────────────────────────────────────────────────────────────┐
│ PHASE 1: MACRO RESEARCH │
│ ├── Dispatch 6 Industry Macro Researchers (parallel) │
│ ├── Wait for all results (timeout: 300s each) │
│ └── Collect: 6 Macro Reports (JSON + MD) │
└──────────────────────────────────┬──────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────┐
│ PHASE 1.5: INDUSTRY SELECTION │
│ ├── Dispatch Industry Selection Analyst │
│ ├── Input: 6 Macro Reports │
│ └── Output: 3-4 Selected Industries + Rationale │
└──────────────────────────────────┬──────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────┐
│ PHASE 2: DEEP TICKER RESEARCH │
│ ├── Dispatch Ticker Deep Researchers (only selected industries) │
│ ├── Wait for results (timeout: 600s each) │
│ └── Collect: 15-20 Detailed Ticker Reports (JSON + MD) │
└──────────────────────────────────┬──────────────────────────────────┘
│
▼
┌─────────────────────────────────────────────────────────────────────┐
│ PHASE 3: REPORT COMPILATION │
│ ├── Dispatch Report Compiler v2 │
│ ├── Input: All Phase 1, 1.5, 2 data │
│ └── Output: Executive Report + Detailed Report (HTML + DOCX) │
└─────────────────────────────────────────────────────────────────────┘
{
"task_id": "macro_research_{{SECTOR}}_{{TIMESTAMP}}",
"agent": "industry-macro-researcher",
"sector": "{{SECTOR_NAME}}",
"instructions": {
"research_scope": ["{{PRIMARY_SECTOR}}", "{{SECONDARY_SECTORS}}"],
"market": "{{MARKET}}",
"min_sources": 5,
"confidence_threshold": 70,
"output_language": "Russian",
"requirements": {
"sector_performance_analysis": true,
"tailwinds_headwinds": true,
"rotation_phase_assessment": true,
"catalyst_density_scoring": true,
"verbose_md_report": true,
"chart_data_points": true
}
},
"deadline_seconds": 300
}
{
"task_id": "industry_selection_{{TIMESTAMP}}",
"agent": "industry-selection-analyst",
"instructions": {
"input": "6_macro_reports",
"selection_criteria": {
"macro_score_weight": 0.30,
"tailwind_strength_weight": 0.25,
"catalyst_proximity_weight": 0.20,
"headwind_risk_weight": 0.15,
"rotation_timing_weight": 0.10
},
"selection_rules": {
"count_range": [3, 4],
"min_score": 70,
"max_same_super_sector": 2
},
"output_language": "Russian",
"requirements": {
"scoring_matrix": true,
"selection_rationale": true,
"detailed_justification": true
}
},
"deadline_seconds": 180
}
{
"task_id": "deep_research_{{SECTOR}}_{{TIMESTAMP}}",
"agent": "ticker-deep-researcher",
"sector": "{{SELECTED_SECTOR}}",
"instructions": {
"research_scope": ["{{PRIMARY_SECTOR}}", "{{SECONDARY_SECTORS}}"],
"market": "{{MARKET}}",
"tickers_per_industry": 5,
"min_sources_per_ticker": 8,
"confidence_threshold": 80,
"max_iterations": 3,
"output_language": "Russian",
"requirements": {
"quantitative_screening": true,
"qualitative_analysis": true,
"technical_analysis": true,
"catalyst_mapping": true,
"devils_advocate": true,
"confidence_scoring": true,
"verbose_md_report": true,
"calculations_shown": true,
"chart_data_points": true
}
},
"deadline_seconds": 600
}
{
"task_id": "report_compilation_{{TIMESTAMP}}",
"agent": "report-compiler-v2",
"data": {
"analysis_date": "{{DATE}}",
"market": "{{MARKET}}",
"strategy": "BUY-GROWTH-SELL",
"horizon": "3-6 months",
"phase_1_reports": [/* 6 macro reports */],
"phase_1_5_selection": {
"selected_industries": [/* 3-4 industries */],
"rationale": "..."
},
"phase_2_reports": [/* 15-20 ticker reports */],
"market_risks": [/* aggregated risks */]
},
"output_requirements": {
"reports": ["executive", "detailed"],
"formats": ["HTML", "DOCX"],
"language": "Russian",
"include_charts": true,
"include_tables": true,
"verbatim_agent_reports": true
}
}
error_handling:
phase_1_errors:
agent_timeout:
action: retry_once
retry_timeout: 180s
fallback: mark_industry_incomplete
continue_with_remaining: true
agent_failure:
action: log_error
fallback: exclude_industry
continue_with_remaining: true
insufficient_sources:
threshold: 3 # Less than 3 sources
action: request_expansion
max_attempts: 2
phase_1_5_errors:
selection_analyst_timeout:
action: retry_once
retry_timeout: 120s
fallback: auto_select_top_4_by_macro_score
invalid_selection:
condition: "selected < 2 or selected > 4"
action: force_correction
target_range: [3, 4]
phase_2_errors:
agent_timeout:
action: retry_once
retry_timeout: 300s
fallback: reduce_ticker_count
low_confidence_tickers:
threshold: 80
action: iterate_research
max_iterations: 3
final_action: exclude_if_still_low
insufficient_sources:
threshold: 5 # Less than 5 sources after iteration
action: flag_for_review
include_in_report: true
note: "Limited data availability"
phase_3_errors:
compiler_timeout:
action: retry_once
retry_timeout: 300s
fallback: generate_html_only
docx_conversion_failure:
action: retry_with_alternative_method
methods: [pandoc, libreoffice, wkhtmltopdf]
max_attempts: 3
fallback: html_only_with_note
chart_render_failure:
action: fallback_to_static_placeholder
message: "Chart data available in appendix"
critical_failures:
all_phase_1_agents_failed:
action: abort_with_error
message: "Критическая ошибка: ни один агент Phase 1 не вернул результаты"
zero_industries_selected:
action: abort_with_error
message: "Критическая ошибка: не выбрано ни одной отрасли для Phase 2"
all_phase_2_agents_failed:
action: abort_with_error
message: "Критическая ошибка: глубокий анализ не выполнен ни для одной отрасли"
handoff:
phase_1_to_1_5:
format: JSON
required_fields:
- task_id
- agent_name
- sector
- macro_score
- tailwinds
- headwinds
- rotation_phase
- catalyst_density
- verbose_md_report
- chart_data_json
- data_sources
- confidence_score
phase_1_5_to_2:
format: JSON
required_fields:
- task_id
- selected_industries (array)
- selection_rationale_md
- scoring_matrix
- excluded_industries_with_reasons
phase_2_to_3:
format: JSON
required_fields:
- task_id
- agent_name
- sector
- tickers (array of detailed reports)
- verbose_md_reports
- chart_data_json
- data_sources_per_ticker
- confidence_scores
validation:
checksum: true
schema_validation: true
required_sections_check: true
logging:
level: INFO
events:
phase_1:
- task_dispatched
- agent_started
- agent_completed
- agent_failed
- macro_report_received
phase_1_5:
- selection_started
- selection_completed
- industries_selected
phase_2:
- deep_research_dispatched
- ticker_analysis_started
- ticker_analysis_completed
- iteration_triggered
- confidence_threshold_met
phase_3:
- compilation_started
- executive_report_generated
- detailed_report_generated
- docx_conversion_started
- docx_conversion_completed
metrics:
track:
- total_execution_time
- phase_1_execution_time
- phase_1_5_execution_time
- phase_2_execution_time
- phase_3_execution_time
- industries_selected_count
- tickers_analyzed_count
- average_confidence_phase_1
- average_confidence_phase_2
- sources_per_macro_report
- sources_per_ticker_report
- iteration_count_per_ticker
- error_rate_by_phase
Примеры запросов:
"Проведи исследование рынка US"
→ Запуск полного двухфазного цикла для рынка US
"Исследуй только Technology и Healthcare"
→ Запуск Phase 1 для всех, но Phase 2 только для 2 отраслей
(обход Phase 1.5)
"Установи минимальный confidence 85% для тикеров"
→ Изменение threshold Phase 2
"Покажи статус исследования"
→ Вывод progress всех фаз
"Сгенерируй только краткий отчет"
→ Executive report only (skip detailed)
| Feature | v1.0 | v2.0 |
|---|---|---|
| Workflow | Single phase (all industries → tickers) | Two-phase (macro → selection → deep) |
| Industries processed | All 6 always | Only 3-4 selected |
| Sources per ticker | Not specified | Minimum 8 |
| Verbose MD reports | No | Yes, for all agents |
| Report output | Single combined | Dual (executive + detailed) |
| Word generation | Manual | Automated |
| Iteration on low confidence | No | Yes (max 3) |
| Industry Selection Analyst | No | Yes (new agent) |
| Chart data points | No | Yes (JSON format) |