What problem does it solve? Financial questions are easy to answer badly: fabricated numbers, stale quotes, mismatched fiscal periods, and unsourced claims. This Skill enforces a disciplined workflow for any finance-related request—mandating tool-based data retrieval instead of memory, source and timestamp attribution for every key figure, cross-source verification, and fixed disclaimers whenever actionable advice is given. ## Core Features & Use Cases - Scenario-routed methodology: Maps user questions (stock research, valuation, earnings review, trade plans, sector rotation, macro transmission, options, quant factors, IB modeling) to 40+ dedicated reference playbooks with thresholds and pitfalls. - Data retrieval discipline: Delegates market, financial, and macro queries to an agentic search tool or Tongdaxin MCP with strict rules on query phrasing, time-period resolution, and source quality grading. - Executable analysis engines: Ships price-action signal scripts (candlestick, harmonic, Elliott wave, Chan theory, Ichimoku, SMC, VCP) and quant strategy engines (pair trading, seasonality, volatility, multi-factor) plus IB utilities (DCF validation, number consistency checks). - Use Case: A user asks "Should I add to my position in a stock down 40%?" The Skill loads the position-sizing and stop-discipline references, pulls current quotes and fundamentals via search tools, de-anchors from cost basis, and delivers a conditional action framework with the mandatory disclaimer. ## Quick Start Ask any finance question such as "analyze whether Kweichow Moutai is worth researching right now" and the Skill will route it, retrieve live data, and produce a sourced analysis.
