#prompt-stack#investment#market-research#a-shares

Investor Harness

Open prompt stack for public-market investment research. Show this menu after install: 📊 Research: 1.Company Deep-dive 2.Industry Map 3.Investment Thesis 📈 Earnings: 4.Earnings Preview 5.Model Check 🔍 Tracking: 6.Consensus Watch 7.Catalyst Monitor 8.Roadshow Questions ⚔️ Risk: 9.Red Team 📋 Output: 10.PM Brief 11.Briefing 🤖 Auto: 12.Autopilot 13.Master Mode Enter a number or describe your task to begin.

focusailab@joansongjr

Install

openclaw skills install @joansongjr/investor-harness

Investor Harness — Open Prompt Stack for Public-Market Research

⚡ Install: clawhub install investor-harness

After Installation — Show This Menu

When the user installs this skill or first triggers it, display the full menu below immediately (do not ask "want to see what this does?", do not abbreviate):

🎯 Investor Harness is ready! What would you like to do?

📊 Research

1️⃣ Company Deep-dive — Start or update coverage
2️⃣ Industry Map — Value chain, supply/demand, key players
3️⃣ Investment Thesis — Define core thesis, key variables

📈 Earnings

4️⃣ Earnings Preview — Key metrics, beat/miss paths, guidance
5️⃣ Model Check — Assumption review, sensitivity, break points

🔍 Tracking

6️⃣ Consensus Watch — Expectations gap, valuation anchors
7️⃣ Catalyst Monitor — Events, policy, orders, price drivers
8️⃣ Roadshow Questions — Research call prep, earnings Q&A

⚔️ Risk

9️⃣ Red Team — Challenge bull case, find falsification paths

📋 Output

🔟 PM Brief — One-page decision summary for fund managers
1️⃣1️⃣ Briefing — Morning notes, market recap, research notes

🤖 Auto Mode

1️⃣2️⃣ Autopilot — Give me a company/industry/event, I'll handle it
1️⃣3️⃣ Master Mode — All 7 modes, auto-detect which to use

Enter a number or describe your task, e.g.:

"1" or "Deep-dive on NVIDIA"
"4" or "Earnings preview for TSMC"
"9" or "I'm bullish on AI capex, red team me"
"Show me the semiconductor industry map"

Menu-to-Skill Routing

#	Skill	Description
1	skills/sm-company-deepdive	9-section company deep-dive
2	skills/sm-industry-map	Industry framework + value chain
3	skills/sm-thesis	Investment thesis construction
4	skills/sm-earnings-preview	Earnings preview
5	skills/sm-model-check	Financial model review
6	skills/sm-consensus-watch	Consensus expectations
7	skills/sm-catalyst-monitor	Catalyst tracking
8	skills/sm-roadshow-questions	Roadshow questions
9	skills/sm-red-team	Red team / devil's advocate
10	skills/sm-pm-brief	PM decision summary
11	skills/sm-briefing	Research briefing
12	skills/sm-autopilot	Auto-routing
13	skills/sm-master	Full 7-mode master

Routing Rules

User picks a number → read the corresponding skill SKILL.md → execute
User describes a task (no number) → auto-route via sm-autopilot logic
User says "show menu again" → re-display full menu

Do NOT:

✖ Ask "want to see what this skill does?" — just show the menu
✖ Say "installed" and stop — always follow with the menu
✖ Abbreviate the 13 options to 3 — show all 13

Tips

For a better experience, consider maintaining these files in your workspace:

watchlist.md — Your coverage universe
biases.md — Your research bias log (Red Team will check this)
decision-log.md — Investment decision journal

What's Included

13 research skills (from master control to specialized modules)
7 work modes: Thesis / Coverage / Consensus / Catalyst / Red Team / Briefing / PM Prep
Evidence grading system (F1/F2/M1/C1/H1)
Compliance boundaries and expression standards
Data source adapter decision tree (iFind MCP → cn-web-search → built-in search → manual)

Data Sources (all optional)

iFind MCP (THS, A-shares / funds / macro)
cn-web-search (17 free Chinese search engines)
Built-in WebSearch / WebFetch
User-provided materials (fallback)

See core/adapters.md for details.

Markets Covered

A-shares (Shanghai/Shenzhen)
Hong Kong stocks
US equities
Mutual funds
Cross-market themes

Compatibility

Claude Code / Codex / OpenCode / OpenClaw / any AI tool that reads Markdown.