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Investor Harness

作者 focusailab · GitHub ↗ · v0.6.5 · MIT-0
cross-platform ✓ 安全检测通过
156
总下载
0
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0
当前安装
10
版本数
在 OpenClaw 中安装
/install investor-harness
功能描述
Open prompt stack for public-market investment research. Show this menu after install: 📊 Research: 1.Company Deep-dive 2.Industry Map 3.Investment Thesis 📈...
使用说明 (SKILL.md)

Investor Harness — Open Prompt Stack for Public-Market Research

⚡ Install: clawhub install investor-harness

After Installation — 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):

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

📊 Research

  • 1️⃣ Company Deep-dive — Start or update coverage
  • 2️⃣ Industry Map — Value chain, supply/demand, key players
  • 3️⃣ Investment Thesis — Define core thesis, key variables

📈 Earnings

  • 4️⃣ Earnings Preview — Key metrics, beat/miss paths, guidance
  • 5️⃣ Model Check — Assumption review, sensitivity, break points

🔍 Tracking

  • 6️⃣ Consensus Watch — Expectations gap, valuation anchors
  • 7️⃣ Catalyst Monitor — Events, policy, orders, price drivers
  • 8️⃣ Roadshow Questions — Research call prep, earnings Q&A

⚔️ Risk

  • 9️⃣ Red Team — Challenge bull case, find falsification paths

📋 Output

  • 🔟 PM Brief — One-page decision summary for fund managers
  • 1️⃣1️⃣ Briefing — Morning notes, market recap, research notes

🤖 Auto Mode

  • 1️⃣2️⃣ Autopilot — Give me a company/industry/event, I'll handle it
  • 1️⃣3️⃣ Master Mode — 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 → read the corresponding skill SKILL.md → execute
  2. User describes a task (no number) → auto-route via sm-autopilot logic
  3. User says "show menu again" → re-display full menu

Do NOT:

  • ✖ Ask "want to see what this skill does?" — just show the menu
  • ✖ Say "installed" and stop — always follow with the menu
  • ✖ Abbreviate the 13 options to 3 — show all 13

Tips

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

  • watchlist.md — Your coverage universe
  • biases.md — Your research bias log (Red Team will check this)
  • decision-log.md — 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 → cn-web-search → built-in search → 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 © 2026 Joan Song

安全使用建议
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) — 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 — 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.
功能分析
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.
能力评估
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.
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.
Install Mechanism
Instruction-only skill with no install spec and no code files. Lowest install risk — nothing is downloaded or executed on install.
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 — but those are optional and appropriate for the stated purpose.
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.
如何使用
  1. 确保已安装 OpenClaw(本地或 Docker 部署)
  2. 在对话框中输入安装命令:/install investor-harness
  3. 安装完成后,直接呼叫该 Skill 的名称或使用 /investor-harness 触发
  4. 根据 Skill 的参数说明提供必要输入,即可获得结构化输出
版本历史
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
移除所有config修改指令和模板注入机制,纯只读投研提示词栈
v0.6.2
彻底清除所有shell脚本和bash命令引用,纯Markdown发布
v0.6.1
移除shell安装脚本,清理curl/rm-rf引用,纯Markdown发布
v0.6.0
v0.6.0: 新增4个skill(batch-earnings/batch-refresh/catalyst-sweep/tape-review) + 核心模块(menu/checkpoint/triggers/preamble/postamble/acceptance/output-archive) + setup.sh安装向导 + CLAUDE.md模板增强
v0.5.0
description字段直接包含功能菜单,安装后自动展示13项功能选项
v0.4.0
强制首次引导菜单(禁止只问不展示)+ 持久化协议(防上下文溢出,三阶段写文件+断点恢复)
v0.3.0
新增首次使用引导菜单:13个功能选项+自动路由+工作区初始化提示
v0.2.0
首次发布:二级市场投研提示词栈,13个skill,7种模式,覆盖A股/港股/美股/公募
元数据
Slug investor-harness
版本 0.6.5
许可证 MIT-0
累计安装 0
当前安装数 0
历史版本数 10
常见问题

Investor Harness 是什么?

Open prompt stack for public-market investment research. Show this menu after install: 📊 Research: 1.Company Deep-dive 2.Industry Map 3.Investment Thesis 📈... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件,目前累计下载 156 次。

如何安装 Investor Harness?

在 OpenClaw 或 Claude Code 对话框中运行命令「/install investor-harness」即可一键安装,无需额外配置。

Investor Harness 是免费的吗?

是的,Investor Harness 完全免费,采用 MIT-0 许可证,可自由下载、安装和使用。

Investor Harness 支持哪些平台?

Investor Harness 跨平台运行,可在任意部署了 OpenClaw / Claude Code 的环境中使用(cross-platform)。

谁开发了 Investor Harness?

由 focusailab(@joansongjr)开发并维护,当前版本 v0.6.5。

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