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joansongjr

Investor Harness

by focusailab ยท GitHub โ†— ยท v0.6.5 ยท MIT-0
cross-platform โœ“ Security Clean
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Install in OpenClaw
/install investor-harness
Description
Open prompt stack for public-market investment research. Show this menu after install: ๐Ÿ“Š Research: 1.Company Deep-dive 2.Industry Map 3.Investment Thesis ๐Ÿ“ˆ...
README (SKILL.md)

Investor Harness โ€” Open Prompt Stack for Public-Market Research

โšก Install: clawhub install investor-harness

After Installation โ€” Show This Menu

When the user installs this skill or first triggers it, display the full menu below immediately (do not ask "want to see what this does?", do not abbreviate):

๐ŸŽฏ Investor Harness is ready! What would you like to do?

๐Ÿ“Š Research

  • 1๏ธโƒฃ Company Deep-dive โ€” Start or update coverage
  • 2๏ธโƒฃ Industry Map โ€” Value chain, supply/demand, key players
  • 3๏ธโƒฃ Investment Thesis โ€” Define core thesis, key variables

๐Ÿ“ˆ Earnings

  • 4๏ธโƒฃ Earnings Preview โ€” Key metrics, beat/miss paths, guidance
  • 5๏ธโƒฃ Model Check โ€” Assumption review, sensitivity, break points

๐Ÿ” Tracking

  • 6๏ธโƒฃ Consensus Watch โ€” Expectations gap, valuation anchors
  • 7๏ธโƒฃ Catalyst Monitor โ€” Events, policy, orders, price drivers
  • 8๏ธโƒฃ Roadshow Questions โ€” Research call prep, earnings Q&A

โš”๏ธ Risk

  • 9๏ธโƒฃ Red Team โ€” Challenge bull case, find falsification paths

๐Ÿ“‹ Output

  • ๐Ÿ”Ÿ PM Brief โ€” One-page decision summary for fund managers
  • 1๏ธโƒฃ1๏ธโƒฃ Briefing โ€” Morning notes, market recap, research notes

๐Ÿค– Auto Mode

  • 1๏ธโƒฃ2๏ธโƒฃ Autopilot โ€” Give me a company/industry/event, I'll handle it
  • 1๏ธโƒฃ3๏ธโƒฃ Master Mode โ€” All 7 modes, auto-detect which to use

Enter a number or describe your task, e.g.:

  • "1" or "Deep-dive on NVIDIA"
  • "4" or "Earnings preview for TSMC"
  • "9" or "I'm bullish on AI capex, red team me"
  • "Show me the semiconductor industry map"

Menu-to-Skill Routing

# Skill Description
1 skills/sm-company-deepdive 9-section company deep-dive
2 skills/sm-industry-map Industry framework + value chain
3 skills/sm-thesis Investment thesis construction
4 skills/sm-earnings-preview Earnings preview
5 skills/sm-model-check Financial model review
6 skills/sm-consensus-watch Consensus expectations
7 skills/sm-catalyst-monitor Catalyst tracking
8 skills/sm-roadshow-questions Roadshow questions
9 skills/sm-red-team Red team / devil's advocate
10 skills/sm-pm-brief PM decision summary
11 skills/sm-briefing Research briefing
12 skills/sm-autopilot Auto-routing
13 skills/sm-master Full 7-mode master

Routing Rules

  1. User picks a number โ†’ read the corresponding skill SKILL.md โ†’ execute
  2. User describes a task (no number) โ†’ auto-route via sm-autopilot logic
  3. User says "show menu again" โ†’ re-display full menu

Do NOT:

  • โœ– Ask "want to see what this skill does?" โ€” just show the menu
  • โœ– Say "installed" and stop โ€” always follow with the menu
  • โœ– Abbreviate the 13 options to 3 โ€” show all 13

Tips

For a better experience, consider maintaining these files in your workspace:

  • watchlist.md โ€” Your coverage universe
  • biases.md โ€” Your research bias log (Red Team will check this)
  • decision-log.md โ€” Investment decision journal

What's Included

  • 13 research skills (from master control to specialized modules)
  • 7 work modes: Thesis / Coverage / Consensus / Catalyst / Red Team / Briefing / PM Prep
  • Evidence grading system (F1/F2/M1/C1/H1)
  • Compliance boundaries and expression standards
  • Data source adapter decision tree (iFind MCP โ†’ cn-web-search โ†’ built-in search โ†’ manual)

Data Sources (all optional)

  1. iFind MCP (THS, A-shares / funds / macro)
  2. cn-web-search (17 free Chinese search engines)
  3. Built-in WebSearch / WebFetch
  4. User-provided materials (fallback)

See core/adapters.md for details.

Markets Covered

  • A-shares (Shanghai/Shenzhen)
  • Hong Kong stocks
  • US equities
  • Mutual funds
  • Cross-market themes

Compatibility

Claude Code / Codex / OpenCode / OpenClaw / any AI tool that reads Markdown.

License

MIT ยฉ 2026 Joan Song

Usage Guidance
This skill appears internally consistent for structured investment research. Key points to consider before installing: 1) It will create/read files in your workspace (.task-pulse, .checkpoint, coverage/archive folders) โ€” ensure you are comfortable with those files being written and review their contents. 2) It suggests adding a snippet to your system prompt (INSTALL-PROMPT) to enforce automatic triggers โ€” do NOT paste or enable that without reading it; adding it changes agent behavior persistently. 3) External data sources (iFind, cn-web-search, SEC/EDGAR) are optional; only provide API keys/credentials if you trust and need those integrations. 4) If you want to avoid aggressive auto-invocation, skip adding the install/system-prompt piece and do not enable autopilot/autotriggering modes. 5) For team or compliant environments, review the compliance and archival behavior (the harness archives outputs) to ensure it meets your information-security and record-retention policies.
Capability Analysis
Type: OpenClaw Skill Name: investor-harness Version: 0.6.5 The investor-harness skill bundle is a comprehensive and highly structured framework designed for financial research and investment analysis. It implements a rigorous 'execution discipline' for AI agents, including pre-flight data acquisition plans (preamble.md), evidence grading (evidence.md), and standardized output archiving (output-archive.md). The bundle uses local state files (.task-pulse and .checkpoint/) to manage context and session persistence, which is standard for complex agentic workflows. No evidence of malicious intent, data exfiltration, unauthorized remote execution, or harmful prompt injection was found; all instructions and capabilities are strictly aligned with the stated purpose of equity research and financial analysis.
Capability Assessment
โœ“ Purpose & Capability
The name/description (public-market research prompt stack) match the content: many specialized 'sm-*' modules, data-adapter rules, archival/checkpointing and evidence discipline. There are no unexpected environment variables, binaries, or external credentials required by default.
โ„น Instruction Scope
SKILL.md and core/* instruct the agent to read and create workspace files (.task-pulse, .checkpoint, coverage/INDEX.md, archives), enforce preflight/postamble steps, and auto-display a menu on many trigger phrases. These behaviors are coherent for a research harness but mean the agent will persist outputs and read local workspace state; the skill also suggests adding a user-level system prompt snippet (INSTALL-PROMPT) to enforce triggers, which is an explicit action the user must approve.
โœ“ Install Mechanism
Instruction-only skill with no install spec and no code files. Lowest install risk โ€” nothing is downloaded or executed on install.
โœ“ Credentials
Manifest declares no required env vars or credentials. The adapters mention optional external data sources (iFind MCP, cn-web-search, EDGAR) which may require credentials if the user chooses to integrate them โ€” but those are optional and appropriate for the stated purpose.
โ„น Persistence & Privilege
The harness intentionally persists state (checkpoints, task-pulse, output archive) and guides the agent to write files into the user's workspace. It does not set always:true or request system-wide privileges, but its recommended INSTALL-PROMPT encourages adding behavior into the system prompt, which grants persistent behavioral enforcement if the user pastes it into their environment. This persistence is coherent with the skill's goals but is a material privilege the user should be aware of.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install investor-harness
  3. After installation, invoke the skill by name or use /investor-harness
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v0.6.5
Menu uses plain Markdown lists instead of code blocks for better readability on ClawHub
v0.6.4
SKILL.md fully translated to English
v0.6.3
็งป้™คๆ‰€ๆœ‰configไฟฎๆ”นๆŒ‡ไปคๅ’Œๆจกๆฟๆณจๅ…ฅๆœบๅˆถ๏ผŒ็บฏๅช่ฏปๆŠ•็ ”ๆ็คบ่ฏๆ ˆ
v0.6.2
ๅฝปๅบ•ๆธ…้™คๆ‰€ๆœ‰shell่„šๆœฌๅ’Œbashๅ‘ฝไปคๅผ•็”จ๏ผŒ็บฏMarkdownๅ‘ๅธƒ
v0.6.1
็งป้™คshellๅฎ‰่ฃ…่„šๆœฌ๏ผŒๆธ…็†curl/rm-rfๅผ•็”จ๏ผŒ็บฏMarkdownๅ‘ๅธƒ
v0.6.0
v0.6.0: ๆ–ฐๅขž4ไธชskill(batch-earnings/batch-refresh/catalyst-sweep/tape-review) + ๆ ธๅฟƒๆจกๅ—(menu/checkpoint/triggers/preamble/postamble/acceptance/output-archive) + setup.shๅฎ‰่ฃ…ๅ‘ๅฏผ + CLAUDE.mdๆจกๆฟๅขžๅผบ
v0.5.0
descriptionๅญ—ๆฎต็›ดๆŽฅๅŒ…ๅซๅŠŸ่ƒฝ่œๅ•๏ผŒๅฎ‰่ฃ…ๅŽ่‡ชๅŠจๅฑ•็คบ13้กนๅŠŸ่ƒฝ้€‰้กน
v0.4.0
ๅผบๅˆถ้ฆ–ๆฌกๅผ•ๅฏผ่œๅ•๏ผˆ็ฆๆญขๅช้—ฎไธๅฑ•็คบ๏ผ‰+ ๆŒไน…ๅŒ–ๅ่ฎฎ๏ผˆ้˜ฒไธŠไธ‹ๆ–‡ๆบขๅ‡บ๏ผŒไธ‰้˜ถๆฎตๅ†™ๆ–‡ไปถ+ๆ–ญ็‚นๆขๅค๏ผ‰
v0.3.0
ๆ–ฐๅขž้ฆ–ๆฌกไฝฟ็”จๅผ•ๅฏผ่œๅ•๏ผš13ไธชๅŠŸ่ƒฝ้€‰้กน+่‡ชๅŠจ่ทฏ็”ฑ+ๅทฅไฝœๅŒบๅˆๅง‹ๅŒ–ๆ็คบ
v0.2.0
้ฆ–ๆฌกๅ‘ๅธƒ๏ผšไบŒ็บงๅธ‚ๅœบๆŠ•็ ”ๆ็คบ่ฏๆ ˆ๏ผŒ13ไธชskill๏ผŒ7็งๆจกๅผ๏ผŒ่ฆ†็›–A่‚ก/ๆธฏ่‚ก/็พŽ่‚ก/ๅ…ฌๅ‹Ÿ
Metadata
Slug investor-harness
Version 0.6.5
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 10
Frequently Asked Questions

What is Investor Harness?

Open prompt stack for public-market investment research. Show this menu after install: ๐Ÿ“Š Research: 1.Company Deep-dive 2.Industry Map 3.Investment Thesis ๐Ÿ“ˆ... It is an AI Agent Skill for Claude Code / OpenClaw, with 156 downloads so far.

How do I install Investor Harness?

Run "/install investor-harness" in the OpenClaw or Claude Code chat to install it in one step โ€” no extra setup required.

Is Investor Harness free?

Yes, Investor Harness is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does Investor Harness support?

Investor Harness is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created Investor Harness?

It is built and maintained by focusailab (@joansongjr); the current version is v0.6.5.

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