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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查看安装方法安装前可以查看交给 AI 代理的指令内容。
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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Business model classification, business model analysis, structural analysis of how a company makes money, product offering decomposition, distribution channel analysis, customer segment analysis, revenue model identification, market sizing TAM SAM SOM, competitive positioning, business unit performance, management team & leadership analysis, what does the company sell, how does the company go to market, business model type platform service product, channel mix direct vs indirect, revenue concentration risk, CEO CFO executive backgrounds and changes
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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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