refactor: comprehensive skill rewrite with professional analyst perspective
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Coverage: 19% → 67% of API endpoints (88/131) market-analysis: 5 → 15 endpoints (all 14 technical indicators + historical) - Added: ADX, Stochastic, Keltner, Donchian, Aroon, CCI, Fib, A/D, Cones, VWAP - Added confluence/divergence analysis guidance fundamental-analysis: 5 → 12 endpoints - Added: summary (all-in-one), CAPM, Sortino, Omega, estimates, share-statistics, institutional, dividends, calendar/earnings - Added institutional ownership and earnings catalyst flagging sentiment-analysis: 5 → 16 endpoints - Added: reddit-sentiment, social-sentiment, shorts/ftd, darkpool/otc, share-statistics, institutional, congress/trades - Restructured as smart money vs retail noise hierarchy macro-analysis: 6 → 23 endpoints - Added: treasury-rates, effr, sofr, spreads, hqm, tips-yields, pce, gdp, unemployment, money-measures, cli, sloos, nonfarm-payrolls, empire-state, central-bank-holdings, fomc-documents, sp500-multiples - Added business cycle positioning framework trade-analyze: updated data collection to use /summary endpoint AGENTS.md (all 4 debate agents): updated for sessions_spawn protocol SOUL.md (all 4): removed unavailable memory_search, REPLY_SKIP refs deploy.sh: fixed nvm loading for SSH
This commit is contained in:
Yaojia Wang
@@ -1,35 +1,54 @@
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---
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name: fundamental-analysis
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description: Fundamental analysis report — valuation, growth, analyst consensus, financial health via openbb-invest-api
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description: Professional fundamental analysis — valuation, growth quality, financial health, risk metrics, institutional positioning via openbb-invest-api
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user-invocable: true
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metadata: { "openclaw": { "emoji": "📋", "requires": { "bins": ["curl"] } } }
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---
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# Fundamental Analysis
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Generate a structured fundamental analysis report for a given stock ticker.
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Generate a professional-grade fundamental analysis. Think like a buy-side equity analyst.
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## Data Collection
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Fetch the following endpoints using `exec` tool:
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```bash
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BASE=https://invest-api.k8s.home
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# 1. Key metrics (PE, PB, ROE, EPS, beta, dividend yield)
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curl -sk "$BASE/api/v1/stock/{TICKER}/metrics"
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# Company overview (quote + profile + metrics + financials in one call)
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curl -sk "$BASE/api/v1/stock/{TICKER}/summary"
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# 2. Financial statements (income, balance sheet, cash flow)
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curl -sk "$BASE/api/v1/stock/{TICKER}/financials"
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# Analyst consensus estimates
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curl -sk "$BASE/api/v1/stock/{TICKER}/estimates"
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# 3. Analyst price targets (consensus, high, low)
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# Analyst upgrades/downgrades with price targets
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curl -sk "$BASE/api/v1/stock/{TICKER}/upgrades"
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# 4. Analyst recommendations (buy/hold/sell counts)
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# Analyst buy/hold/sell counts
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curl -sk "$BASE/api/v1/stock/{TICKER}/recommendations"
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# 5. Risk metrics (Sharpe, volatility, max drawdown)
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# Quantitative risk: Sharpe, volatility, max drawdown
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curl -sk "$BASE/api/v1/stock/{TICKER}/performance?days=365"
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# CAPM: beta, alpha, systematic vs idiosyncratic risk
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curl -sk "$BASE/api/v1/stock/{TICKER}/capm"
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# Sortino ratio (downside risk — better than Sharpe for asymmetric returns)
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curl -sk "$BASE/api/v1/stock/{TICKER}/sortino?days=365"
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# Omega ratio (full distribution gain/loss)
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curl -sk "$BASE/api/v1/stock/{TICKER}/omega?days=365"
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# Share statistics (float, shares outstanding, short % of float)
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curl -sk "$BASE/api/v1/stock/{TICKER}/share-statistics"
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# Institutional holders (13F — who's buying/selling)
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curl -sk "$BASE/api/v1/stock/{TICKER}/institutional"
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# Dividend history (if applicable)
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curl -sk "$BASE/api/v1/stock/{TICKER}/dividends"
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# Upcoming earnings date
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curl -sk "$BASE/api/v1/calendar/earnings?start_date=$(date +%Y-%m-%d)&end_date=$(date -d '+30 days' +%Y-%m-%d 2>/dev/null || date -v+30d +%Y-%m-%d)"
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```
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## Report Structure
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@@ -38,41 +57,60 @@ curl -sk "$BASE/api/v1/stock/{TICKER}/performance?days=365"
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## {TICKER} Fundamental Analysis — {date}
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### Valuation
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- P/E: {value} vs sector average — [cheap / fair / expensive]
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- P/E: {value} vs S&P 500 avg (~22) — [cheap / fair / rich]
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- P/B: {value}
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- PEG: {value if available}
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- Current price vs analyst consensus target: {price} vs {target} ({upside/downside}%)
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- EV/EBITDA: {if available}
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- Price vs consensus target: ${current} vs ${target} ({upside/downside}%)
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- Price target range: ${low} — ${high}
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### Growth & Profitability
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- Revenue YoY growth: {%}
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- EPS YoY growth: {%}
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- ROE: {%} — [strong >15% / moderate / weak <5%]
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- Net margin: {%}
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### Growth Quality
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- Revenue YoY: {%} — trend [accelerating / decelerating / stable]
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- EPS YoY: {%}
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- ROE: {%} — [excellent >20% / strong >15% / moderate >10% / weak <10%]
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- ROA: {%}
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- Net margin: {%} — [expanding / compressing]
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- Forward estimates: {consensus EPS for next quarter/year}
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### Financial Health
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- Debt-to-Equity: {ratio}
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- Current Ratio: {ratio}
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- Free Cash Flow trend: [positive/negative/declining]
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### Analyst Consensus
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- Ratings: {buy} buy / {hold} hold / {sell} sell
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- Recent upgrades/downgrades: {summary}
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- Price target range: ${low} — ${high} (consensus ${target})
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- Debt-to-Equity: {ratio} — [conservative <0.5 / moderate / leveraged >1.5]
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- Current Ratio: {ratio} — [healthy >1.5 / tight <1.0]
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- Free Cash Flow: {trend and magnitude}
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- Cash position: {if available}
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### Risk Profile
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- Beta: {value} — [low <0.8 / market ~1.0 / high >1.2]
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- Sharpe ratio (1Y): {value}
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- Beta: {value} — [defensive <0.8 / market ~1.0 / aggressive >1.2]
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- CAPM alpha: {%} — [outperforming / underperforming vs market]
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- Sharpe (1Y): {value} — [poor <0.5 / good >1.0 / excellent >2.0]
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- Sortino (1Y): {value} — [context vs Sharpe]
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- Max drawdown (1Y): {%}
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- Dividend yield: {%} (if applicable)
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- Omega ratio: {value}
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### Institutional & Ownership
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- Float: {shares} ({% of total})
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- Short % of float: {%} — [low <5% / moderate / high >15%]
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- Top institutional holders: {names if available}
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- Recent institutional activity: [net buying / net selling / stable]
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### Analyst Consensus
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- Ratings: {strong buy} strong buy / {buy} buy / {hold} hold / {sell} sell
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- Recent actions: {last 2-3 upgrades/downgrades with firm names}
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- Upcoming earnings: {date if within 30 days — FLAG if within 7 days}
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### Dividend (if applicable)
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- Yield: {%}
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- Payout ratio: {%}
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- Growth streak: {years}
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### Signal: [BULLISH / BEARISH / NEUTRAL]
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### Confidence: {1-10}
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### Key Risk: {one-line risk factor}
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### Key Risk: {one-line}
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```
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## Rules
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- Use ONLY data from the API responses — never fabricate financial figures
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- If an endpoint returns an error, note "Data unavailable" for that section
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- Keep the report under 400 words
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- Compare metrics to reasonable benchmarks (S&P 500 average PE ~22, ROE ~15%)
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- Use ONLY data from API responses
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- Compare metrics to sector peers, not just absolute thresholds
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- Flag **earnings within 7 days** as a major catalyst/risk
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- Sortino > Sharpe for stocks with asymmetric return profiles
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- High short interest + upcoming catalyst = potential squeeze
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- Keep under 500 words
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@@ -1,37 +1,84 @@
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---
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name: macro-analysis
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description: Macro environment analysis — rates, inflation, economic indicators, short pressure via openbb-invest-api
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description: Professional macro environment analysis — rates, inflation, labor, leading indicators, credit conditions, sector implications via openbb-invest-api
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user-invocable: true
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metadata: { "openclaw": { "emoji": "🌍", "requires": { "bins": ["curl"] } } }
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---
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# Macro Analysis
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Generate a structured macro environment report relevant to a given stock ticker.
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Generate a professional-grade macro environment report. Think like a macro strategist at a multi-asset fund.
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## Data Collection
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Fetch the following endpoints using `exec` tool:
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```bash
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BASE=https://invest-api.k8s.home
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# 1. Macro overview (Fed rate, yields, CPI, unemployment, GDP, VIX)
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# Headline indicators (Fed rate, yields, CPI, unemployment, GDP, VIX)
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curl -sk "$BASE/api/v1/macro/overview"
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# 2. Yield curve (rate environment and inversion signal)
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# Yield curve (rate environment, inversion = recession signal)
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curl -sk "$BASE/api/v1/fixed-income/yield-curve"
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# 3. CPI (inflation trend)
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# Full treasury rates (4W to 30Y)
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curl -sk "$BASE/api/v1/fixed-income/treasury-rates"
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# Effective Federal Funds Rate with percentiles
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curl -sk "$BASE/api/v1/fixed-income/effr"
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# SOFR (key benchmark rate)
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curl -sk "$BASE/api/v1/fixed-income/sofr"
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# Credit spreads (stress indicator)
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curl -sk "$BASE/api/v1/fixed-income/spreads?series=tcm"
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# Corporate bond yields (credit quality)
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curl -sk "$BASE/api/v1/fixed-income/hqm"
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# TIPS real yields (inflation expectations)
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curl -sk "$BASE/api/v1/fixed-income/tips-yields"
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# CPI inflation
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curl -sk "$BASE/api/v1/macro/cpi?country=united_states"
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# 4. Consumer sentiment (recession predictor)
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# PCE (Fed's preferred inflation measure)
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curl -sk "$BASE/api/v1/macro/pce"
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# GDP
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curl -sk "$BASE/api/v1/macro/gdp?gdp_type=real"
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# Unemployment
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curl -sk "$BASE/api/v1/macro/unemployment?country=united_states"
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# Money supply
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curl -sk "$BASE/api/v1/macro/money-measures"
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# Composite Leading Indicator (recession predictor)
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curl -sk "$BASE/api/v1/macro/cli?country=united_states"
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# Consumer sentiment (recession leading indicator)
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curl -sk "$BASE/api/v1/economy/surveys/michigan"
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# 5. Short selling pressure on the specific stock
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curl -sk "$BASE/api/v1/stock/{TICKER}/shorts/volume"
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# Lending conditions (strongest recession signal)
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curl -sk "$BASE/api/v1/economy/surveys/sloos"
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# 6. Short interest and days to cover
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# Employment detail
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curl -sk "$BASE/api/v1/economy/surveys/nonfarm-payrolls"
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# Manufacturing outlook
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curl -sk "$BASE/api/v1/economy/surveys/empire-state"
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# Fed balance sheet
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curl -sk "$BASE/api/v1/economy/central-bank-holdings"
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# FOMC documents (policy direction)
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curl -sk "$BASE/api/v1/economy/fomc-documents?year=2026"
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# S&P 500 valuation context
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curl -sk "$BASE/api/v1/index/sp500-multiples?series=pe_ratio"
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# Short pressure on the specific stock
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curl -sk "$BASE/api/v1/stock/{TICKER}/shorts/volume"
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curl -sk "$BASE/api/v1/stock/{TICKER}/shorts/interest"
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```
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@@ -40,41 +87,57 @@ curl -sk "$BASE/api/v1/stock/{TICKER}/shorts/interest"
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```
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## Macro Environment for {TICKER} — {date}
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### Interest Rate Environment
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- Fed Funds Rate: {rate}%
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- 10Y Treasury: {rate}% | 2Y Treasury: {rate}%
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- Yield curve: [normal / flat / inverted] — {spread}bps
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- Rate outlook: [hawkish / dovish / neutral]
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### Rate Environment
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- Fed Funds Rate: {rate}% | EFFR: {rate}%
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- SOFR: {rate}%
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- 2Y: {rate}% | 10Y: {rate}% | 30Y: {rate}%
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- Yield curve (10Y-2Y): {spread}bps — [normal / flat / inverted]
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- Credit spreads: [tight = risk-on / widening = stress]
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- TIPS real yield: {rate}% — [positive = tight policy / negative = accommodative]
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- Rate outlook: [hawkish / dovish / neutral] based on FOMC tone
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### Inflation
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- CPI YoY: {%} — trend [rising / falling / stable]
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- PCE (if available): {%}
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- Implication: [Fed likely to cut / hold / raise]
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- PCE YoY: {%} — Fed target 2%, current gap: {bps}
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- Money supply (M2): [growing / contracting]
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- Implication: Fed likely to [cut / hold / raise]
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### Economic Health
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- GDP growth: {%}
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- Unemployment: {%}
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- VIX: {level} — [low fear <15 / moderate 15-25 / high fear >25]
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- Consumer sentiment (Michigan): {value} — [strong / weak / deteriorating]
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### Labor Market
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- Unemployment: {%} — [tight <4% / balanced / loosening >5%]
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- Nonfarm payrolls: {latest change}
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- Avg hourly earnings: {YoY %} — wage inflation [hot / moderate / cooling]
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### Short Pressure on {TICKER}
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- Short volume: {%} of total volume — [low <20% / moderate / high >40%]
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- Short interest: {shares} ({days_to_cover} days to cover)
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- Signal: [short squeeze potential / bears in control / neutral]
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### Business Cycle Position
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- GDP growth: {%} — [expansion / slowing / contraction]
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- CLI: {value} — [above 100 = expansion / below 100 = contraction / direction?]
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- Michigan sentiment: {value} — [confident / cautious / pessimistic]
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- Empire State: {value} — [expanding >0 / contracting <0]
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- SLOOS: lending standards [tightening = recession risk / easing = expansion]
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### Market Implications for {TICKER}
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- Sector sensitivity to rates: [high / moderate / low]
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- Macro headwinds: {key risk}
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- Macro tailwinds: {key opportunity}
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### Liquidity & Central Bank
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- Fed balance sheet: [expanding (QE) / shrinking (QT) / stable]
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- Corporate bond yields (HQM): AAA {%}, A {%} — credit stress level
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### Market Valuation Context
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- S&P 500 P/E: {value} vs historical avg (~18) — [cheap / fair / expensive]
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- VIX: {level} — [complacent <15 / normal 15-20 / fearful 20-30 / panic >30]
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### Implications for {TICKER}
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- Sector rate sensitivity: [high / moderate / low] (e.g., REITs, banks, tech duration)
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- Macro headwinds: {1-2 specific risks}
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- Macro tailwinds: {1-2 specific opportunities}
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- Short pressure: volume {%}, interest {days to cover}
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### Signal: [FAVORABLE / UNFAVORABLE / MIXED]
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### Confidence: {1-10}
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### Key Risk: {one-line macro risk}
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### Key Risk: {one-line macro risk for this stock}
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```
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## Rules
|
||||
|
||||
- Use ONLY data from the API responses — never fabricate economic figures
|
||||
- If an endpoint returns an error, note "Data unavailable" for that section
|
||||
- Keep the report under 400 words
|
||||
- Contextualize macro data for the specific stock's sector (e.g., rate-sensitive sectors like REITs, banks)
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- **Yield curve inversion is the strongest recession predictor** — flag it prominently
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- **SLOOS tightening precedes recessions by 6-12 months** — critical leading indicator
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- **CLI below 100 and falling = recession warning**
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- **VIX > 30 = fear** — contrarian buy signal for quality stocks
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- Contextualize for the specific stock's sector sensitivity
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- Keep under 600 words (macro requires more context than other analyses)
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@@ -1,69 +1,102 @@
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---
|
||||
name: market-analysis
|
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description: Technical analysis report for a stock — trend, momentum, volatility, volume signals via openbb-invest-api
|
||||
description: Professional technical analysis — trend structure, momentum, volatility regime, volume profile, support/resistance via openbb-invest-api
|
||||
user-invocable: true
|
||||
metadata: { "openclaw": { "emoji": "📊", "requires": { "bins": ["curl"] } } }
|
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---
|
||||
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# Market Analysis
|
||||
# Market Analysis (Technical)
|
||||
|
||||
Generate a structured technical analysis report for a given stock ticker.
|
||||
Generate a professional-grade technical analysis report. Think like a prop desk trader.
|
||||
|
||||
## Data Collection
|
||||
|
||||
Fetch the following endpoints using `exec` tool (all require `-sk` flag for self-signed TLS):
|
||||
Fetch ALL of the following using `exec` tool. Run them in a single command joined by `&&`:
|
||||
|
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```bash
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BASE=https://invest-api.k8s.home
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# 1. Composite technical indicators (RSI, MACD, SMA, EMA, Bollinger Bands)
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# Core technicals (RSI, MACD, SMA, EMA, Bollinger)
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical"
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# 2. Ichimoku Cloud (trend system)
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# Trend system
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/ichimoku"
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# 3. Historical prices (6 months for trend context)
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curl -sk "$BASE/api/v1/stock/{TICKER}/historical?days=180"
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# Trend strength
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/adx"
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# 4. ATR (volatility measure)
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# Overbought/oversold oscillator
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/stoch"
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# Volatility
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/atr"
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/kc"
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/cones"
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# 5. OBV (volume confirmation)
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# Volume analysis
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/obv"
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/ad"
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/vwap"
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# Support/resistance
|
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/fib"
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/donchian"
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# Trend direction change
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/aroon"
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# Cyclical analysis
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curl -sk "$BASE/api/v1/stock/{TICKER}/technical/cci"
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# Price history for context
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||||
curl -sk "$BASE/api/v1/stock/{TICKER}/historical?days=180"
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```
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||||
|
||||
## Report Structure
|
||||
|
||||
Produce a concise report in this format:
|
||||
|
||||
```
|
||||
## {TICKER} Technical Analysis — {date}
|
||||
|
||||
### Price Trend
|
||||
- SMA 20/50/200 alignment: [golden cross / death cross / neutral]
|
||||
- Price position: [above/below] 50-day SMA
|
||||
- Ichimoku: price [above/below] cloud, [bullish/bearish] TK cross
|
||||
### Trend Structure
|
||||
- Primary trend: [uptrend / downtrend / range-bound]
|
||||
- SMA 20/50/200 alignment: [bullish stacking / bearish stacking / tangled]
|
||||
- Ichimoku: price vs cloud, TK cross, Chikou confirmation
|
||||
- ADX: {value} — trend strength [no trend <20 / trending 20-40 / strong >40]
|
||||
- Aroon: up {value} / down {value} — [new uptrend / new downtrend / consolidation]
|
||||
|
||||
### Momentum
|
||||
- RSI(14): {value} — [overbought >70 / oversold <30 / neutral]
|
||||
- MACD: signal line [bullish/bearish] crossover, histogram [expanding/contracting]
|
||||
- RSI(14): {value} — [overbought >70 / oversold <30 / divergence?]
|
||||
- MACD: histogram {value}, signal cross [bullish/bearish], momentum [accelerating/decelerating]
|
||||
- Stochastic: %K {value}, %D {value} — [overbought >80 / oversold <20 / cross?]
|
||||
- CCI: {value} — [overbought >100 / oversold <-100 / neutral]
|
||||
|
||||
### Volatility
|
||||
- Bollinger Bands: price at [upper/middle/lower] band, bandwidth [wide/narrow]
|
||||
- ATR(14): {value} — trend [expanding/contracting] vs 20-day average
|
||||
### Volatility Regime
|
||||
- ATR(14): {value} — vs 20-day avg [expanding/contracting]
|
||||
- Bollinger bandwidth: [squeeze / normal / expansion]
|
||||
- Keltner Channels: price position [above upper / within / below lower]
|
||||
- Volatility Cones: current IV vs historical quantiles [cheap / fair / expensive]
|
||||
|
||||
### Volume
|
||||
- OBV: [confirming/diverging] from price trend
|
||||
- Recent volume vs 20-day average: [above/below] by {%}
|
||||
### Volume Profile
|
||||
- OBV trend: [confirming price / bearish divergence / bullish divergence]
|
||||
- A/D Line: [accumulation / distribution / neutral]
|
||||
- VWAP: price vs VWAP [above = bullish bias / below = bearish bias]
|
||||
|
||||
### Key Levels
|
||||
- Fibonacci retracements: 23.6% ${}, 38.2% ${}, 50% ${}, 61.8% ${}
|
||||
- Donchian: upper ${}, lower ${}, midline ${}
|
||||
- Nearest support: ${}
|
||||
- Nearest resistance: ${}
|
||||
|
||||
### Signal: [BULLISH / BEARISH / NEUTRAL]
|
||||
### Confidence: {1-10}
|
||||
### Key Risk: {one-line risk factor}
|
||||
### Timeframe: [intraday / swing / position]
|
||||
### Key Risk: {one-line, e.g. "bearish divergence on RSI + volume declining"}
|
||||
```
|
||||
|
||||
## Rules
|
||||
|
||||
- Use ONLY data from the API responses — never fabricate indicator values
|
||||
- If an endpoint returns an error or empty data, note "Data unavailable" for that section
|
||||
- Keep the report under 400 words
|
||||
- End with a clear directional signal and confidence score
|
||||
- Use ONLY data from API responses — never fabricate indicator values
|
||||
- If an endpoint fails, note "Data unavailable" and continue
|
||||
- Look for **confluence** — multiple indicators agreeing strengthens the signal
|
||||
- Look for **divergences** — price vs RSI, price vs OBV, price vs A/D
|
||||
- Keep under 500 words
|
||||
|
||||
@@ -1,35 +1,59 @@
|
||||
---
|
||||
name: sentiment-analysis
|
||||
description: Sentiment analysis report — news sentiment, insider activity, social media, analyst actions via openbb-invest-api
|
||||
description: Professional sentiment analysis — multi-source sentiment scoring, insider flow, smart money tracking, social signals via openbb-invest-api
|
||||
user-invocable: true
|
||||
metadata: { "openclaw": { "emoji": "🎭", "requires": { "bins": ["curl"] } } }
|
||||
---
|
||||
|
||||
# Sentiment Analysis
|
||||
|
||||
Generate a structured sentiment analysis report for a given stock ticker.
|
||||
Generate a professional-grade sentiment report. Think like a sentiment quant — track smart money, not retail noise.
|
||||
|
||||
## Data Collection
|
||||
|
||||
Fetch the following endpoints using `exec` tool:
|
||||
|
||||
```bash
|
||||
BASE=https://invest-api.k8s.home
|
||||
|
||||
# 1. Composite sentiment score (aggregated from multiple sources)
|
||||
# Composite sentiment score (aggregated multi-source)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/sentiment"
|
||||
|
||||
# 2. Per-article news sentiment scores (bullish/bearish)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/news-sentiment?limit=20"
|
||||
# Per-article news sentiment (Alpha Vantage)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/news-sentiment?limit=30"
|
||||
|
||||
# 3. Insider trades (SEC Form 4 — buys vs sells)
|
||||
# Insider trades (SEC Form 4 — CEO/CFO buys and sells)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/insider-trades"
|
||||
|
||||
# 4. SEC insider filings
|
||||
# SEC insider filings (detailed Form 4)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/sec-insider"
|
||||
|
||||
# 5. Recent upgrades/downgrades
|
||||
# Recent upgrades/downgrades
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/upgrades"
|
||||
|
||||
# Analyst recommendations count
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/recommendations"
|
||||
|
||||
# Reddit sentiment and mentions
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/reddit-sentiment"
|
||||
|
||||
# Social sentiment (Finnhub — Reddit + Twitter)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/social-sentiment"
|
||||
|
||||
# Institutional holders (13F — smart money positions)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/institutional"
|
||||
|
||||
# Short selling pressure
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/shorts/volume"
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/shorts/interest"
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/shorts/ftd"
|
||||
|
||||
# Dark pool activity (institutional block trades)
|
||||
curl -sk "$BASE/api/v1/darkpool/{TICKER}/otc"
|
||||
|
||||
# Share statistics (float, short % of float)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/share-statistics"
|
||||
|
||||
# Congress trades (political insider trading)
|
||||
curl -sk "$BASE/api/v1/regulators/congress/trades"
|
||||
```
|
||||
|
||||
## Report Structure
|
||||
@@ -37,32 +61,58 @@ curl -sk "$BASE/api/v1/stock/{TICKER}/upgrades"
|
||||
```
|
||||
## {TICKER} Sentiment Analysis — {date}
|
||||
|
||||
### Overall Sentiment Score
|
||||
- Composite: {score} (-1.0 to +1.0) — [strongly bearish / bearish / neutral / bullish / strongly bullish]
|
||||
- Source breakdown: news {score}, analyst {score}, social {score}
|
||||
### Composite Sentiment
|
||||
- Score: {value} (-1.0 to +1.0) — [strongly bearish / bearish / neutral / bullish / strongly bullish]
|
||||
- Breakdown: news {score}, analysts {score}, upgrades {score}, social {score}
|
||||
|
||||
### News Sentiment
|
||||
### News Flow
|
||||
- Articles analyzed: {count}
|
||||
- Bullish: {count} ({%}) | Neutral: {count} ({%}) | Bearish: {count} ({%})
|
||||
- Key headlines: {top 2-3 relevant headlines with sentiment}
|
||||
- Sentiment distribution: {bullish}% bullish / {neutral}% neutral / {bearish}% bearish
|
||||
- Dominant themes: {top 2-3 topics}
|
||||
- Notable headlines: {1-2 most impactful}
|
||||
|
||||
### Insider Activity (last 90 days)
|
||||
- Net insider transactions: {net buy/sell}
|
||||
- Notable trades: {largest insider buy or sell with name and title}
|
||||
- Signal: [insiders buying = bullish / insiders selling = bearish / mixed]
|
||||
### Smart Money Signals
|
||||
#### Insider Activity (last 90 days)
|
||||
- Net insider transactions: {count buys} buys / {count sells} sells = {net}
|
||||
- Notable: {largest trade with name, title, amount}
|
||||
- Signal: [strong buy signal / selling for diversification / red flag]
|
||||
|
||||
#### Institutional Flow
|
||||
- Major holders: {top 3 names if available}
|
||||
- Recent 13F activity: [net accumulation / net distribution / stable]
|
||||
|
||||
#### Congress Trades
|
||||
- Any recent trades in {TICKER}: [yes — details / none found]
|
||||
|
||||
### Short Selling Intelligence
|
||||
- Short volume: {%} of daily volume — [normal <25% / elevated 25-40% / extreme >40%]
|
||||
- Short interest: {shares} ({days_to_cover} days to cover)
|
||||
- Short % of float: {%} — [low <5% / moderate / crowded >15%]
|
||||
- Fails-to-deliver: {trend} — [rising = naked shorting concern / stable / declining]
|
||||
- Dark pool volume: {%} of total — [normal / elevated institutional activity]
|
||||
- Squeeze potential: [low / moderate / high] based on short interest + days to cover + catalyst
|
||||
|
||||
### Analyst Actions (last 30 days)
|
||||
- Upgrades: {count} | Downgrades: {count}
|
||||
- Notable: {most recent significant upgrade/downgrade with firm name}
|
||||
- Most significant: {firm, action, price target}
|
||||
- Consensus shift: [improving / deteriorating / stable]
|
||||
|
||||
### Social & Retail
|
||||
- Reddit mentions rank: #{rank} in WSB/stocks
|
||||
- Reddit sentiment: {bullish/bearish/mixed}
|
||||
- Social media buzz: [trending up / stable / fading]
|
||||
- ⚠️ Note: Social sentiment is a contrarian indicator at extremes
|
||||
|
||||
### Signal: [BULLISH / BEARISH / NEUTRAL]
|
||||
### Confidence: {1-10}
|
||||
### Key Risk: {one-line sentiment risk}
|
||||
### Key Insight: {the single most actionable sentiment finding}
|
||||
```
|
||||
|
||||
## Rules
|
||||
|
||||
- Use ONLY data from the API responses — never fabricate sentiment scores
|
||||
- If an endpoint returns an error, note "Data unavailable" for that section
|
||||
- Keep the report under 400 words
|
||||
- Insider buying is a stronger signal than insider selling (insiders sell for many reasons, but buy for one)
|
||||
- **Smart money > retail noise**: Weight insider buys and institutional flow higher than Reddit
|
||||
- Insider buying is a strong signal (insiders buy for one reason: they expect the price to go up)
|
||||
- Insider selling is a weak signal (insiders sell for many reasons: taxes, diversification, estate planning)
|
||||
- High short interest alone is not bearish — combine with catalyst for squeeze assessment
|
||||
- Congress trades within 30 days of legislation = potential MNPI concern
|
||||
- Keep under 500 words
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
---
|
||||
name: trade-analyze
|
||||
description: "Deep trading analysis with multi-agent debate. Use sessions_spawn to delegate to invest-bull, invest-bear, invest-hawk, invest-dove. Triggered by /trade-analyze or deep analysis requests."
|
||||
description: "Deep trading analysis with multi-agent debate. Collects comprehensive data, spawns Bull/Bear/Hawk/Dove agents for debate, outputs final verdict. Use when user says /trade-analyze or wants deep analysis."
|
||||
user-invocable: true
|
||||
metadata: { "openclaw": { "emoji": "⚖️", "requires": { "bins": ["curl"] } } }
|
||||
---
|
||||
@@ -9,68 +9,93 @@ metadata: { "openclaw": { "emoji": "⚖️", "requires": { "bins": ["curl"] } }
|
||||
|
||||
**You are the judge. Debate agents work in the background via sessions_spawn. Only YOU post to Discord.**
|
||||
|
||||
**IMPORTANT: Use `sessions_spawn` (NOT sessions_send). sessions_send will timeout due to gateway architecture.**
|
||||
**IMPORTANT: Use `sessions_spawn` (NOT sessions_send — it will timeout).**
|
||||
|
||||
## Step 1: Collect Data
|
||||
|
||||
Run these curl commands using the `exec` tool:
|
||||
Run these curl commands using `exec`. Combine into one command for speed:
|
||||
|
||||
```bash
|
||||
curl -sk "https://invest-api.k8s.home/api/v1/stock/{TICKER}/technical"
|
||||
curl -sk "https://invest-api.k8s.home/api/v1/stock/{TICKER}/metrics"
|
||||
curl -sk "https://invest-api.k8s.home/api/v1/stock/{TICKER}/sentiment"
|
||||
curl -sk "https://invest-api.k8s.home/api/v1/macro/overview"
|
||||
BASE=https://invest-api.k8s.home
|
||||
|
||||
# All-in-one summary (quote + profile + metrics + financials)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/summary"
|
||||
|
||||
# Technical composite (RSI, MACD, SMA, EMA, Bollinger + signals)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/technical"
|
||||
|
||||
# Composite sentiment (news + analysts + reddit + upgrades)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/sentiment"
|
||||
|
||||
# Macro overview (Fed rate, yields, CPI, unemployment, GDP, VIX)
|
||||
curl -sk "$BASE/api/v1/macro/overview"
|
||||
|
||||
# Analyst price targets and recent upgrades/downgrades
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/upgrades"
|
||||
|
||||
# Short selling pressure
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/shorts/volume"
|
||||
|
||||
# CAPM risk decomposition
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/capm"
|
||||
|
||||
# Sortino ratio (downside risk)
|
||||
curl -sk "$BASE/api/v1/stock/{TICKER}/sortino?days=365"
|
||||
```
|
||||
|
||||
Summarize key data points (under 500 words).
|
||||
Summarize key data points into a concise data package (under 600 words) covering:
|
||||
- Price, PE, ROE, revenue growth, beta
|
||||
- RSI, MACD, SMA alignment, Bollinger position
|
||||
- Sentiment score, insider activity, analyst consensus
|
||||
- Fed rate, yield curve, VIX
|
||||
- Short interest, CAPM alpha
|
||||
- Sortino ratio
|
||||
|
||||
## Step 2: Bull Case
|
||||
|
||||
Use the `sessions_spawn` tool:
|
||||
Use `sessions_spawn`:
|
||||
|
||||
```json
|
||||
{
|
||||
"task": "You are the Bull Researcher. Based on the following data for {TICKER}, build your bullish investment thesis with 3-5 specific data-backed arguments. Keep under 400 words.\n\nData:\n{data summary}",
|
||||
"task": "You are the Bull Researcher for {TICKER}. Build your bullish thesis with 3-5 data-backed arguments. Include entry price, target, and timeframe. Under 400 words.\n\nData:\n{data package}",
|
||||
"agentId": "invest-bull",
|
||||
"label": "bull-{TICKER}"
|
||||
}
|
||||
```
|
||||
|
||||
sessions_spawn returns immediately with `{ status: "accepted", runId }`. The result will be announced back to you automatically when Bull finishes. **Wait for the announce before proceeding.**
|
||||
**Wait for announce before proceeding.**
|
||||
|
||||
## Step 3: Bear Case
|
||||
|
||||
After receiving Bull's result, use `sessions_spawn`:
|
||||
|
||||
```json
|
||||
{
|
||||
"task": "You are the Bear Researcher. For {TICKER}, Bull argued:\n\n{Bull's argument}\n\nBuild your bearish counter-argument with 3-5 specific data-backed points. Keep under 400 words.",
|
||||
"task": "You are the Bear Researcher for {TICKER}. Bull argued:\n\n{Bull's argument}\n\nCounter with 3-5 data-backed bearish points. Under 400 words.",
|
||||
"agentId": "invest-bear",
|
||||
"label": "bear-{TICKER}"
|
||||
}
|
||||
```
|
||||
|
||||
Wait for Bear's announce.
|
||||
**Wait for announce.**
|
||||
|
||||
## Step 4: Bull Rebuttal (FINAL)
|
||||
|
||||
```json
|
||||
{
|
||||
"task": "You are the Bull Researcher. Bear responded:\n\n{Bear's argument}\n\nThis is your FINAL rebuttal. Counter Bear's strongest point. Keep under 300 words.",
|
||||
"task": "FINAL rebuttal for {TICKER}. Bear argued:\n\n{Bear's argument}\n\nCounter Bear's strongest point. State your final conviction. Under 300 words.",
|
||||
"agentId": "invest-bull",
|
||||
"label": "bull-final-{TICKER}"
|
||||
}
|
||||
```
|
||||
|
||||
**STOP Bull/Bear debate after this. Maximum 3 spawns for Bull/Bear.**
|
||||
**STOP Bull/Bear after this. Maximum 3 spawns.**
|
||||
|
||||
## Step 5: Hawk Risk
|
||||
|
||||
Formulate a trading proposal, then:
|
||||
Formulate a preliminary trading proposal based on the debate, then:
|
||||
|
||||
```json
|
||||
{
|
||||
"task": "You are the Hawk (aggressive) Risk Analyst. Evaluate this {TICKER} trading proposal. Propose position size, entry, stop-loss with specific numbers.\n\nProposal: {direction, entry, stop, target}",
|
||||
"task": "Aggressive risk assessment for {TICKER}. Propose position size, entry, stop-loss, target with exact numbers.\n\nProposal: {BUY/SELL at $X, stop $Y, target $Z}\nBull case: {summary}\nBear case: {summary}",
|
||||
"agentId": "invest-hawk",
|
||||
"label": "hawk-{TICKER}"
|
||||
}
|
||||
@@ -80,15 +105,15 @@ Formulate a trading proposal, then:
|
||||
|
||||
```json
|
||||
{
|
||||
"task": "You are the Dove (conservative) Risk Analyst. Hawk proposed:\n\n{Hawk response}\n\nEvaluate from capital preservation perspective. Propose safer sizing.\n\nKeep under 300 words.",
|
||||
"task": "Conservative risk assessment for {TICKER}. Hawk proposed:\n\n{Hawk's response}\n\nPropose safer position sizing and entry strategy. Under 300 words.",
|
||||
"agentId": "invest-dove",
|
||||
"label": "dove-{TICKER}"
|
||||
}
|
||||
```
|
||||
|
||||
## Step 7: Final Verdict (ONLY output to Discord)
|
||||
## Step 7: Final Verdict
|
||||
|
||||
After all spawns complete, synthesize and output:
|
||||
After ALL 5 spawns complete, synthesize and output this **single message** to Discord:
|
||||
|
||||
```
|
||||
# ⚖️ Trading Verdict: {TICKER}
|
||||
@@ -97,7 +122,18 @@ After all spawns complete, synthesize and output:
|
||||
## Confidence: {1-10}/10
|
||||
|
||||
### Summary
|
||||
{2-3 sentences}
|
||||
{2-3 sentences — the core thesis}
|
||||
|
||||
### 📊 Data Snapshot
|
||||
| Metric | Value | Signal |
|
||||
|--------|-------|--------|
|
||||
| Price | ${} | - |
|
||||
| P/E | {} | {cheap/fair/rich} |
|
||||
| RSI | {} | {OB/OS/neutral} |
|
||||
| MACD | {} | {bull/bear cross} |
|
||||
| Sentiment | {} | {bull/bear/neutral} |
|
||||
| Short Interest | {}% | {low/mod/high} |
|
||||
| VIX | {} | {fear level} |
|
||||
|
||||
### Entry Plan
|
||||
| Item | Value |
|
||||
@@ -107,34 +143,42 @@ After all spawns complete, synthesize and output:
|
||||
| Stop-loss | ${price} ({%} risk) |
|
||||
| Target | ${price} ({%} upside) |
|
||||
| Position | {%} of portfolio |
|
||||
| Timeframe | {weeks/months} |
|
||||
| Risk:Reward | {ratio} |
|
||||
|
||||
### 🐂 Bull Case
|
||||
1. {point}
|
||||
2. {point}
|
||||
3. {point}
|
||||
1. {strongest data-backed point}
|
||||
2. {second point}
|
||||
3. {third point}
|
||||
|
||||
### 🐻 Bear Case
|
||||
1. {point}
|
||||
2. {point}
|
||||
3. {point}
|
||||
1. {strongest data-backed point}
|
||||
2. {second point}
|
||||
3. {third point}
|
||||
|
||||
### Risk Assessment
|
||||
| Analyst | Position | Stop | View |
|
||||
|---------|----------|------|------|
|
||||
| 🦅 Hawk | {%} | ${} | {line} |
|
||||
| 🕊️ Dove | {%} | ${} | {line} |
|
||||
| **Final** | **{%}** | **${}** | **{why}** |
|
||||
| Analyst | Position | Stop | Strategy |
|
||||
|---------|----------|------|----------|
|
||||
| 🦅 Hawk | {%} | ${} | {approach} |
|
||||
| 🕊️ Dove | {%} | ${} | {approach} |
|
||||
| **Adopted** | **{%}** | **${}** | **{rationale}** |
|
||||
|
||||
### ⚠️ Catalysts & Risks
|
||||
- Upcoming: {earnings date, ex-div date, FOMC meeting if relevant}
|
||||
- Key risk: {single biggest risk}
|
||||
- Key catalyst: {single biggest upside trigger}
|
||||
```
|
||||
|
||||
## Step 8: Save to Memory
|
||||
|
||||
Write decision to today's memory log.
|
||||
Write decision summary to today's memory log.
|
||||
|
||||
## Rules
|
||||
|
||||
1. **Use `sessions_spawn`** with `agentId` — NOT sessions_send (it will timeout)
|
||||
2. **Wait for each announce** before spawning the next agent
|
||||
1. **Use `sessions_spawn`** with `agentId` — NOT sessions_send
|
||||
2. **Wait for each announce** before spawning next
|
||||
3. **Only YOU post to Discord** — spawn agents are silent
|
||||
4. **Max spawns**: Bull(2) + Bear(1) + Hawk(1) + Dove(1) = 5 total
|
||||
5. If spawn times out, skip and continue
|
||||
4. **Max 5 spawns**: Bull(2) + Bear(1) + Hawk(1) + Dove(1)
|
||||
5. If spawn times out, note it and continue
|
||||
6. **Never use @ mentions**
|
||||
7. The verdict should be ONE comprehensive message, not multiple
|
||||
|
||||
Reference in New Issue
Block a user