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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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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).

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Technical execution timing, entry exit signals, price action analysis, volume profile, market structure, support resistance levels, trend identification, Wyckoff method, auction market theory, trade management timing, position entry exit optimization

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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).

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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.

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

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volatility trading, VIX products, straddle strangle, vol arbitrage, volatility surface trading, variance swap, gamma scalping, implied vs realized volatility, vol of vol, earnings volatility play

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

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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

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

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Trade execution using price action setups, major trend reversal trading top and bottom, MTR failure continuation, strong bull and bear breakout trading, strong and weak channel trading strategies, trading range strategies, opening range swings, integration with gold.technical_setups for setup matching and execution planning

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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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Execute research tasks — checklist soft gate, phase dispatch with explicit thesis_dir, budget enforcement (halt + approval card on overrun), skill_pin recording (version_hash content-hashed per skill directory), [x] written on completion.

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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

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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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Med-sector overview across med.medicines_biotech and med.medical_devices with med trends, catalysts, FDA-decision context, and a cross-sector ripple map (quantified sign/magnitude per name). Use to frame any biotech/pharma/device analysis before diving into a single name.

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Sum of the Parts valuation, segment-based valuation, conglomerate valuation, business segment analysis, breakup value, segment sum valuation, parts worth more than whole, hidden asset value

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Vaccine pipeline analysis: immunogenicity and seroconversion studies, lot-consistency trials, healthy-population efficacy designs, and age-cohort bridging, with the ACIP gate built into the value path across the med universe.

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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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Med-adapted recent-quarter review: last print financials, pipeline-milestone awareness, and FDA-event context — reads the quarter through the med lens (milestones moved, runway, regulatory updates) rather than generic financials alone.

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Leading economic indicators analysis, ISM PMI, yield curve, consumer sentiment UMCSI, jobless claims, building permits, economic turning point detection, recession signal analysis

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Quantitative stock screening, forward-looking valuation outlier detection, backward-looking financial statement validation, PEG ratio analysis, earnings growth profile assessment, turnaround vs value trap discrimination, data mining bias prevention

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。