Ir skill
Skill LechuanWANG/ir-skill
Codex skill for local investment research
npx -y skills add LechuanWANG/ir-skillAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
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What its author says it does
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Evidence-led China and cross-asset investment research. Use for A-share, Hong Kong, or US equity research; all-market financial-statement screening; China macro analysis; ETF, fund, index, futures, spot commodity, option, convertible-bond, or foreign-exchange research; technical or catalyst screening; entry or exit analysis; portfolio review; price or news attribution; research planning; decision evaluation; or research-source archival. Use persistent research memory only when the user explicitly asks to read, reuse, save, ingest, or update it.
SKILL.md
2.9 KB, 820 tokens by cl100k_base, as published. Nobody here has run it
IR Skill
兼容入口与研究路由器：不重复各持有期的方法，只为当前决策选择必要路径。
1. 先设边界
先读取 skills/shared/research-discipline.md。区分事实、推断、情景和未知项，记录来源、as_of、口径和反证；未经授权，不读取或写入持仓、跟踪池、历史观点、资料库或 Wiki。
2. 按问题路由
- 多年持有、商业/财务质量、治理、资本配置或长期估值：
skills/ir-long-term-trading/SKILL.md。 - 3–6 个月盈利、订单、供需、政策、产品或估值催化：
skills/ir-medium-term-catalyst/SKILL.md。 - 一个月内事件、技术、动量、因子、入场或价格异动：
skills/ir-short-term-trading/SKILL.md。 - 明确要求深度研究、独立审阅或交叉质询：在对应持有期路径上加读
skills/ir-deep-review/SKILL.md。
结论同时依赖中期催化和短期执行时，调用两个路径并说明各自如何影响行动标签。
3. 补齐证据与项目边界
原始披露、政策或网页证据读取 skills/shared/external-evidence-sources.md；TuShare 或 SQLite 读取 references/tushare-data.md。持仓、组合或跟踪池读取 skills/shared/portfolio-and-watchlist.md；项目初始化、缓存、.env 或数据同步读取 skills/shared/project-and-data.md；保存、复用、复盘、原件归档、任务恢复或 Wiki 读取 references/persistence.md。
脚本、规则和 Research Hub 静态资源属于 Skill 安装目录；用户的 .env、SQLite、报告、原始资料、Wiki、持仓和交易记录必须位于明确选择的项目目录。
短线研究的保存与复盘是可选旁路，不是研究选股流程的必经步骤：screen/evidence/confirm 完成推荐后即可结束；推荐只进入项目推荐集合。只有用户随后明确提出复盘，Agent 才能调用 review 读取该推荐的历史快照和后续行情。保存推荐不等于执行交易，未提供执行事实时不得推断持仓或账户盈亏。