Frank Zhang · Co-founder @agentii.ai

Thesis report synthesis — turn a thesis's markdown artifacts into its letter-size thesis-report.html, then OPTIMIZE it against real page renders. Four-step loop — pack (deterministic Python bundle of all sources + report/metrics.json), author (the LLM writes report/content.html — narrative, KPI tiles, badges, timeline, tables and citations are LLM judgment), assemble (deterministic validation, template injection, Q50 pins, Q47 overflow gate), render + optimize (Chrome headless per-page PNGs — the LLM reads them and iterates until every page is visually clean). Spec 046 Q46–Q50.

日本語の概要は準備中です。原文の説明を表示しています。

Long short portfolio construction, market neutral positioning, factor-balanced book, gross and net exposure management, pair selection, beta hedging, portfolio construction methodology

日本語の概要は準備中です。原文の説明を表示しています。

portfolio hedging, tail risk hedging, options overlay, correlation regime, downside protection, portfolio insurance, risk mitigation strategy, hedge construction, black swan hedging, volatility hedging

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position sizing, Kelly criterion, risk budgeting, volatility targeting, portfolio allocation, bet sizing, capital allocation, drawdown management, position management, risk parity sizing

日本語の概要は準備中です。原文の説明を表示しています。

PEG valuation, Price Earnings to Growth ratio, Peter Lynch PEG methodology, growth-adjusted valuation, earnings growth rate, PE ratio valuation, PEG sector comparison, undervalued growth stocks, fair value PEG

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Financial ratio analysis, profitability ratios ROE ROA ROIC, liquidity ratios current quick cash, leverage ratios debt-to-equity interest coverage, efficiency ratios asset turnover inventory turnover DSO, valuation ratios PE PB EV/EBITDA, cross-company ratio comparison, DuPont analysis

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Residual Income valuation, EVA Economic Value Added, excess return valuation, book value plus economic profit, financial institution valuation, bank valuation, insurance company valuation

日本語の概要は準備中です。原文の説明を表示しています。

Reverse DCF valuation, implied growth rate, market expectations analysis, reverse discounted cash flow, implied valuation assumptions, market-implied projections, DCF sanity check

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The research-domain clarification skill — find underspecified items in a thesis spec.md (prose wrong_if, universe rows without rationale, missing budget/expiry/pins, ambiguous pillars), ask the human structured questions WITH options (max 5 per round), encode the answers back into spec.md's Clarifications section, and re-evaluate checklists/thesis-quality.md after every write (Q32 bidirectional maintenance).

日本語の概要は準備中です。原文の説明を表示しています。

Scaffold and amend the L1 Investment Constitution — [ALL_CAPS] placeholder bootstrap, SemVer bump rules, Sync Impact Report, MINOR/MAJOR re-examination dispatch after the gate-5 budget confirm. Thesis creation stays refused until ratification (Q83).

日本語の概要は準備中です。原文の説明を表示しています。

Create a research thesis — theses/{nnn}-{slug}/ via mkdir-as-CAS, pillar-prioritized spec.md, initialized thesis.md, and the thesis-quality checklist. Refuses creation while the workspace constitution is unratified (spec 046 Q83 A+).

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Decompose the plan into research tasks — one task per ticker × skill × mode, grouped by pillar, [P]-marked by the different-files-and-no-incomplete-deps rule, with source-refs. mode: all expands to N tasks at generation, never exists as one task (Q79).

日本語の概要は準備中です。原文の説明を表示しています。

Chart pattern recognition, price action patterns, candlestick signal bars, pullback bar counting H1/H2/H3/H4, trend channels, micro channels, trading ranges, breakouts, major trend reversals 5-step sequence, wedges, double tops and bottoms, triangles, head and shoulders, climaxes, measured moves, support and resistance

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Options trade execution, directional strategies long call covered call collar, spread strategies bull call bear put ratio ladder, volatility strategies straddle strangle strap strip, liquidity cost and implied volatility filters, integration with gold.technical_setups for options setup matching

日本語の概要は準備中です。原文の説明を表示しています。

Trading as a business, performance review process, trade journaling, capital allocation discipline, business infrastructure for traders, KPI tracking for trading operations

日本語の概要は準備中です。原文の説明を表示しています。

Options price action strategy, volatility-aware entries, options structure selection by market regime, delta and gamma positioning, options overlay on directional views, expiry selection

日本語の概要は準備中です。原文の説明を表示しています。

Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis

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Adversarial verification of research theses — cross-run/cross-thesis contradiction via the entity index, pre-mortem (Klarman/Kahneman: assume the loss already happened, reverse the path), inversion (Munger: invert, always invert), and wrong_if falsifiability review. ≈50-finding cap sorted by severity; content-derived finding IDs; incremental scoping with three backstops; lifecycle hooks at pillar-complete / thesis-complete / pre-reduction.

日本語の概要は準備中です。原文の説明を表示しています。

long short equity strategy, pair trade construction, market neutral portfolio, net exposure management, factor neutrality, equity long short, hedge fund strategy, alpha generation, stock picking portfolio construction, long short position management

日本語の概要は準備中です。原文の説明を表示しています。

Trading psychology, risk management discipline, position sizing psychology, drawdown management, behavioral bias mitigation, emotional discipline framework, loss aversion control

日本語の概要は準備中です。原文の説明を表示しています。

Append-only gap closure and the cadence engine for research theses. Evaluates artifact CURRENT state (never git history, never task checkboxes) against current pins and wrong_if falsifiers, then appends a Convergence section to tasks.md re-proposing the gaps. A clean run leaves tasks.md byte-identical. Deterministic gaps (stale, invalidated) are uncapped; judgment-class gaps are capped per spec 046 Q40.

日本語の概要は準備中です。原文の説明を表示しています。

The Auto 档 scenario — a soft-plan orchestrator for a complete fundamental equity research thesis: understand → financials → valuation → synthesize. The body is a soft plan (stages), not a rigid DAG; correctness is enforced by each referenced skill's own requires: preconditions, never by this plan's rigidity (Q2).

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Author the research plan — fundamentals first, trade ideas last; Constitution Check evaluated twice; Deviation Register with mandatory Expiry; emits the four side artifacts (brief/entities/reproduce/contracts). Technical (market_data_stage: early) theses MUST emit the entities.md bars schema before implement (Q42).

日本語の概要は準備中です。原文の説明を表示しています。

Price action market structure analysis, trend vs trading range classification, Always In directional framework, buying/selling pressure analysis, market cycle phase identification, the price action methodology

日本語の概要は準備中です。原文の説明を表示しています。