invest-orchestrator

Orchestrates multi-analyst equity research report generation with stage gates and QA review.

Updated May 9, 2026
One-click install
npx skills add https://github.com/122yjs/invest_harness --skill invest-orchestrator-122yjs
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: invest-orchestrator
Source: https://github.com/122yjs/invest_harness/tree/main/plugins/vertical-plugins/invest-research/skills/invest-orchestrator
Command: npx skills add https://github.com/122yjs/invest_harness --skill invest-orchestrator-122yjs

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Producing a reproducible, source-cited investment research report for a listed company requires coordinating many specialized analyses (financials, valuation, technicals, macro, risk) plus QA, which is error-prone when done ad hoc. This Skill normalizes user input, fans work out to expert analyst roles, reconciles conflicting numeric claims, and assembles a QA-reviewed final report. ## Core Features & Use Cases - Input Intake Gate: Auto-identifies a company from just a name or ticker, confirms exchange, currency, and accounting basis, and asks the user only five option questions with sensible defaults. - Fan-out/Fan-in Pipeline: Dispatches six analyst roles (financial, fundamental, valuation, technical, macro-sentiment, risk-scenario) plus section writers, then synthesizes an 18-section draft report. - Stage Gates & Reconciliation: Enforces S0–S8 stage gates with machine-checkable entry/exit criteria, quarantines divergent numeric claims, and supports targeted re-runs driven by the QA fix-list. - Use Case: Ask for a deep-dive report on a ticker like CSTM with a tariff catalyst focus; the Skill produces a workspace of evidence ledgers, per-section findings, a QA-reviewed final Markdown report, and an interactive HTML dashboard. ## Quick Start Ask the assistant to generate a full investment research report for a company by giving its name or ticker, for example requesting a deep analysis of AAPL with default options.

Frequently Asked Questions about invest-orchestrator

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate an investment research report for a stock ticker?▼

Provide just a company name or ticker, and the orchestrator auto-identifies the exchange, currency, and accounting basis. It then asks five option questions (run mode, analysis focus, horizon, peer count, report depth) with defaults, so a minimal request like analyzing AAPL works.

What analyst roles does the investment research pipeline include?▼

The pipeline fans out to six analyst roles: financial, fundamental, valuation, technical, macro-sentiment, and risk-scenario analysts. Section report writers then interpret each findings file, and a report synthesizer assembles an 18-section draft before QA review.

How does the skill handle conflicting numbers between analysts?▼

A reconciliation step (S3.5) groups numeric claims by category, period, currency, and accounting basis, then marks them aligned, divergent, or unresolved. Divergent or unresolved claims are quarantined with a withhold reason and excluded from downstream report writing.

Can the pipeline resume after a failure or partial run?▼

Yes, run lifecycle procedures record a .running marker and archive completed or aborted runs under _workspace_runs. Recovery is allowed only when upstream artifact hashes match; otherwise it rejects with a recovery_hash_mismatch error and asks the user how to proceed.

What happens when QA finds problems in the draft report?▼

The QA reviewer issues a verdict of approve, approve-after-fix, or re-review-needed. For fixable issues, a targeted re-run re-executes only the roles and sections listed in the fix-list, preserving all other outputs for audit integrity.

What data sources are used for company financial facts?▼

Official sources are prioritized as T0 evidence: company IR, SEC EDGAR for US listings, and DART/KRX for Korean listings. Vendor data like yfinance, FMP, or Alpha Vantage serves only as a secondary fallback and cannot replace reported facts.