investing-toolkit

Plugin investing-toolkit from marketplace monkey-skills in kouko/monkey-skills. Commands read from the repo's manifest — 6 days ago.

Skills (15)

• analysis-comps

  Pure-compute peer multiples comparison. Input: --anchor <data-pack-json> --peers <comma-sep-paths>. Output: comps table JSON with median/mean/quartile statistics + anchor delta + ranking. Comps 相対評価純計算層。同業相對估值純計算層。

• analysis-dcf

  Pure compute 3-stage DCF on pre-fetched data JSON. Input: --input <pack-json-path> from data-markets/scripts/pack.py --pack memo-fetch. Output: intrinsic value range JSON with 3×3 sensitivity (WACC × terminal growth). DCF 内在価値純計算層。DCF 內在價值純計算層。

• analysis-kpi

  Append-only bitemporal store for validated operational-KPI series-points (US SEC primary-source layer). Persists file-per-series JSON keyed by company+kpi_id under a durable DATA dir, keeping full history so a restatement appends a superseding record and a point-in-time query sees only what was know

• analysis-macro-regime

  Classifies the current macro regime (判斷當前總經 regime／regime 分類) for US/JP/TW/KR/CN using the Investment Clock + Hedgeye GIP framework — a verdict, not a fetch. Pure-compute analysis step: takes pre-fetched macro indicator JSONs and does NOT call any data source. Input: --input <country=path,country=pa

• analysis-portfolio

  Pure-compute portfolio P&L + holdings stats. Input: --holdings <csv-or-json-path> --prices <data-pack-json-path>. Output: position P&L matrix + portfolio aggregates JSON. ポートフォリオ純計算層 — 損益と保有比率。組合純計算層 — 損益與權重。

• analysis-screener

  Pure-compute screener: filter + composite score + ranking on pre-batched ticker data. Input: a data-pack JSON from data-markets/scripts/pack.py --pack screener-batch --market <cc> (single or multi-country). Output: ranked top-N JSON.

• analysis-technical

  Pure-compute technical indicators (RSI-14 / MACD-12-26-9 / Bollinger-20 / ATR-14 / SMA-20-50-200). Input: --input <ohlcv-json-path> from data-{country}/pack.py --pack snapshot. Output: indicators JSON. テクニカル指標の純粋計算層。技術指標純計算層。

• analysis-xval

  Pure-compute cross-validation of US SEC financial-statement doc-table cells against XBRL companyfacts. Input: --source-a <doc-table-cells-pack> --source-b <companyfacts-pack>. Output: comparisons + high_alerts + single_source JSON, classifying each finding two-source vs single-source (scale/rounding

• data-markets

  Layer-1 unified data fetch across US/JP/TW/KR/CN equities + macro — one pack.py facade, market auto-detected from ticker suffix, 10 pack types (snapshot / memo-fetch / comps-multiples / screener-batch / regime-pack / kpi-quarterly / kpi-topline-backfill / statement-backfill / reconstruct / quarterly

• report-equity-memo

  Layer-3 orchestrator for a full equity investment memo (Markdown). Routes by ticker to data-markets memo-fetch (market auto-detected), runs analysis-dcf + macro-regime, then delegates the memo protocol + gates to domain-teams:investing-team. Pure orchestration.

• report-kpi-tearsheet

  Layer-3 read-only Markdown tearsheet for one company's recorded operational KPIs — periods as columns (newest left), one row per kpi_id, a †-marked disagreement cell + Revisions footnote when a later filing changed a value. Subprocesses kpi_store.py `dump` then a pure formatter; no fetch, no analysi

• report-portfolio-review

  Layer-3 orchestrator for a portfolio P&L review (Markdown), optional macro-regime overlay. Parses holdings, groups by country, batch-fetches prices via data-markets screener-batch, runs analysis-portfolio, renders Markdown.

• report-screener-list

  Layer-3 orchestrator for cross-country stock screening. Parses a mixed ticker list (US/TW/JP/KR/CN), groups by suffix, fans out parallel data-markets screener-batch, runs analysis-screener (filter+score+rank), renders a top-N table. 8 presets.

• report-stock-snapshot

  Layer-3 single-page Markdown snapshot card for any equity (US/JP/TW/KR/CN/HK). Auto-detects market by suffix, dispatches data-markets snapshot (disclosures + price + valuation), renders a card. No analysis; hands off to report-equity-memo.

• using-investing-toolkit

  Router skill for investing-toolkit v2.0.0. You are the entry point — route the user to the right Layer 1/2/3 skill or slash command based on their investing intent.

Subagents (1)

• data-fetcher

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