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).
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설치 방법 보기설치하기 전에 에이전트에게 전달되는 지시 내용을 확인할 수 있습니다.
Scaffolds constitution.md (prose, SemVer footer, Sync Impact Report slot) +
constitution.yaml (arity constraints, budgets, drift thresholds) +
assumptions.yaml + value-checks.yaml + taxonomy.yaml — all with [ALL_CAPS]
placeholders. constitution_pin: unratified is legal until ratification.
| bump | meaning | consequence |
|---|---|---|
| MAJOR | a principle removed or incompatibly redefined | stale + gate-5 → dispatch re-examination |
| MINOR | a principle added or substantially extended | stale + gate-5 → dispatch re-examination |
| PATCH | wording only | nothing |
Mislabeling a substantive change as PATCH is the one social failure this mechanism
cannot self-correct — the Sync Impact Report (old → new, changed principles,
deferred TODO) makes the diff visible to review.
MINOR/MAJOR → all constitution_pin-older theses marked stale → budget report
first (affected theses × pillars) → human confirms via gate 5 → dispatch. Scope
is bounded by the Sync Impact Report (only pillars depending on amended principles).
# Resolve the kit root first — contracts/kit-root.md. The kit's scripts do NOT ship
# with the skills, so never assume the CWD is the checkout.
KIT=""
for c in "${AGENTII_KIT_ROOT:-}" \
"$(cat "$HOME/.claude/skills/agentii/.kit-root" 2>/dev/null)" \
"${CLAUDE_PLUGIN_ROOT:-}"; do
[ -n "$c" ] && [ -f "$c/scripts/agentii_cmd.py" ] && { KIT="$c"; break; }
done
if [ -z "$KIT" ]; then d="$PWD"; while [ "$d" != "/" ]; do
[ -f "$d/scripts/agentii_cmd.py" ] && { KIT="$d"; break; }; d="$(dirname "$d")"; done; fi
[ -n "$KIT" ] || { echo "agentii kit not found — see contracts/kit-root.md" >&2; exit 1; }
python3 "$KIT/scripts/agentii_cmd.py" constitution scaffold --workspace /path/to/workspace
python3 "$KIT/scripts/agentii_cmd.py" constitution amend --workspace /path/to/workspace --bump minor --note "..."
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3-statement financial model, integrated IS BS CF, income statement projection, balance sheet forecast, cash flow statement, cross-statement balancing, financial model build, operating model, three statement model, integrated financial statements
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Institutional-grade equity research skills for AI agents. 80 Claude-type skills across 14 verticals (equity-research-core, models-and-pitches, bio-pharm, scenarios, quantitative-analysis, idea-generation, options-derivatives, business-intelligence, industry-analysis, macro-strategy, portfolio-strategy, technical-analysis, risk-and-psychology, trading-as-business) powered by agentii.ai's agent-use-ready SEC filing data plane — SEC filings and 15K+ earnings call transcripts, 15.99M XBRL facts, and company profiles for 1,146+ US-public-equity tickers. Features the three-layer retrieval protocol (Document Discovery → Page Map → Deep Read, with deep-outline escalation) — measured, not asserted: 97.5% saved against a sequential read, and the page map itself is 10.0% of one (spec 062 T030, 2026-09-23) — server-side parallel multi-period search via search_cross_period, a full Excel/PPT generation pipeline with 3-tier office backend support, and the spec-046 governance layer (constitution, thesis and single-skill modes, mechanical gates, and a template-owned disclaimer on generated reports).
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Audit spreadsheet, formula error detection, hardcoded cell finder, cross-sheet reference audit, workbook auditor, Excel model audit, financial model QA, spreadsheet review, cell dependency trace, formula integrity check
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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.
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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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