Add per-agent skill workspaces and TraderView management

backend/skills/__init__.py

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+# -*- coding: utf-8 -*-

backend/skills/builtin/__init__.py

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+# -*- coding: utf-8 -*-

backend/skills/builtin/fundamental_review/SKILL.md

@@ -1,21 +1,22 @@
 ---
-name: fundamental_review
-description: Review a company from a fundamentals-first perspective before issuing a trading signal.
+name: 基本面分析
+description: 当用户要求“基本面分析”“看财务质量”“分析盈利能力”“判断公司质量”或“评估长期盈利韧性”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Fundamental Review
+# 基本面分析
 
-Use this skill when the task requires judging business quality, balance-sheet strength, profitability, or long-term earnings durability.
+当用户希望从公司质量、资产负债表强度、盈利能力或长期盈利韧性出发判断标的时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Check profitability, growth, financial health, and efficiency before forming a conclusion.
-2. Separate durable business quality from short-term noise.
-3. State what would invalidate the thesis.
-4. End with a clear signal, confidence, and the main drivers behind that signal.
+1. 在形成结论前，先检查盈利能力、成长性、财务健康度和经营效率。
+2. 区分可持续的业务质量和短期噪音。
+3. 明确指出会推翻当前判断的条件。
+4. 最终给出清晰的信号、置信度和主要驱动因素。
 
-## Guardrails
+## 约束
 
-- Do not rely on one metric in isolation.
-- Call out missing data explicitly.
-- Prefer conservative conclusions when financial quality is mixed.
+- 不要孤立依赖单一指标。
+- 缺失数据要明确指出。
+- 当财务质量优劣混杂时，优先给出保守结论。

backend/skills/builtin/portfolio_decisioning/SKILL.md

@@ -1,21 +1,22 @@
 ---
-name: portfolio_decisioning
-description: Synthesize analyst inputs and risk feedback into explicit portfolio decisions.
+name: 组合决策
+description: 当用户要求“组合决策”“给出最终仓位”“整合分析结论”“输出交易决策”或“形成组合操作方案”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Portfolio Decisioning
+# 组合决策
 
-Use this skill when you are responsible for converting team analysis into final trades.
+当用户需要把团队分析转化为最终交易决策时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Read analyst conclusions and risk warnings before acting.
-2. Evaluate the current portfolio, cash, and margin constraints.
-3. Record one explicit decision per ticker using the decision tool.
-4. Summarize the portfolio-level rationale after all decisions are recorded.
+1. 行动前先阅读分析师结论和风险警示。
+2. 评估当前组合、现金和保证金约束。
+3. 使用决策工具为每个 ticker 记录一个明确决策。
+4. 在全部决策记录完成后，总结组合层面的整体理由。
 
-## Guardrails
+## 约束
 
-- Position sizing must respect capital and margin limits.
-- Prefer smaller size when analyst conviction and risk signals disagree.
-- Do not leave a ticker undecided when the task expects a full slate of decisions.
+- 仓位大小必须遵守资金和保证金限制。
+- 当分析师信心与风险信号不一致时，优先采用更小仓位。
+- 当任务要求完整决策清单时，不要让任何 ticker 处于未决状态。

backend/skills/builtin/risk_review/SKILL.md

@@ -1,21 +1,22 @@
 ---
-name: risk_review
-description: Assess portfolio and market risks before final position sizing and execution.
+name: 风险审查
+description: 当用户要求“风险审查”“看组合风险”“检查集中度”“评估波动风险”或“确认仓位风险边界”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Risk Review
+# 风险审查
 
-Use this skill when you must identify concentration, volatility, leverage, and scenario risks.
+当用户需要识别集中度、波动率、杠杆和情景风险时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Review the proposed exposure by ticker and theme.
-2. Identify concentration, volatility, liquidity, and leverage concerns.
-3. Rank warnings by severity.
-4. Translate risk findings into concrete limits or cautions for the portfolio manager.
+1. 按 ticker 和主题检查拟议敞口。
+2. 识别集中度、波动率、流动性和杠杆方面的风险点。
+3. 按严重程度排序风险警示。
+4. 将风险结论转化为给投资经理的具体限制或注意事项。
 
-## Guardrails
+## 约束
 
-- Focus on actionable risk controls.
-- Quantify limits when the available data supports it.
-- Distinguish fatal blockers from manageable risks.
+- 聚焦可执行的风险控制措施。
+- 当数据支持时尽量量化限制。
+- 明确区分致命阻断项和可管理风险。

backend/skills/builtin/sentiment_review/SKILL.md

@@ -1,21 +1,22 @@
 ---
-name: sentiment_review
-description: Analyze news flow, market psychology, and insider behavior for catalyst-driven signals.
+name: 情绪分析
+description: 当用户要求“情绪分析”“看新闻情绪”“分析市场心理”“判断事件驱动信号”或“检查内幕行为”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Sentiment Review
+# 情绪分析
 
-Use this skill when the task depends on recent catalysts, news tone, or behavioral market signals.
+当用户需要基于近期催化剂、新闻语气或行为层面的市场信号做判断时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Review recent news and identify the dominant narrative.
-2. Check insider activity for confirming or conflicting signals.
-3. Separate durable sentiment shifts from transient noise.
-4. Explain how sentiment changes the near-term trade outlook.
+1. 回顾近期新闻并识别主导叙事。
+2. 检查内幕活动，寻找确认或冲突信号。
+3. 区分可持续的情绪变化和短暂噪音。
+4. 说明情绪如何改变短期交易展望。
 
-## Guardrails
+## 约束
 
-- Do not confuse attention with conviction.
-- Highlight when sentiment is strong but unsupported by fundamentals.
-- Be explicit about catalyst timing risk.
+- 不要把注意力误判为真实信念。
+- 当情绪很强但缺乏基本面支持时，要明确指出。
+- 对催化剂时间窗口风险要说清楚。

backend/skills/builtin/technical_review/SKILL.md

@@ -1,21 +1,22 @@
 ---
-name: technical_review
-description: Evaluate price action, momentum, and volatility to judge timing and market regime.
+name: 技术分析
+description: 当用户要求“技术分析”“看走势”“判断入场时机”“分析动量”“评估波动率”或“判断市场状态”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Technical Review
+# 技术分析
 
-Use this skill when the task is sensitive to entry timing, trend quality, or short-term market structure.
+当用户需要从入场时机、趋势质量或短期市场结构出发判断标的时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Assess trend direction and strength.
-2. Check momentum and mean-reversion conditions.
-3. Review volatility before making aggressive recommendations.
-4. Convert the setup into a trading view with explicit risk awareness.
+1. 评估趋势方向和强度。
+2. 检查动量与均值回归条件。
+3. 在给出激进建议前先审视波动率。
+4. 将当前形态转化为带有明确风险意识的交易观点。
 
-## Guardrails
+## 约束
 
-- Distinguish trend continuation from overshoot.
-- Avoid strong conviction when signals conflict.
-- Treat volatility as a sizing input, not only a directional input.
+- 区分趋势延续和过度透支。
+- 当信号冲突时避免给出高确定性判断。
+- 将波动率视为仓位输入，而不仅仅是方向输入。

backend/skills/builtin/valuation_review/SKILL.md

@@ -1,21 +1,31 @@
 ---
-name: valuation_review
-description: Estimate fair value and margin of safety using multiple valuation lenses.
+name: 估值分析
+description: 当用户要求“估值分析”“看合理价值”“判断高估低估”“测算安全边际”或“比较多种估值方法”时，应使用此技能。
+version: 1.0.0
 ---
 
-# Valuation Review
+# 估值分析
 
-Use this skill when the task requires determining whether a stock is cheap, expensive, or fairly priced.
+当用户需要判断一只股票是低估、高估还是定价合理时，使用这个技能。
 
-## Workflow
+## 工作流程
 
-1. Use more than one valuation method when possible.
-2. Compare intrinsic value estimates with current market pricing.
-3. Explain the key assumptions behind the valuation view.
-4. State the margin of safety and what could compress or expand it.
+1. 条件允许时，使用不止一种估值方法。
+2. 对比内在价值估计与当前市场价格。
+3. 解释估值判断背后的关键假设。
+4. 明确安全边际，以及哪些因素会压缩或扩大它。
 
-## Guardrails
+## 可复用资源
 
-- Treat valuation as a range, not a single precise number.
-- Call out assumption sensitivity.
-- Avoid high-confidence calls when inputs are sparse or unstable.
+- `scripts/dcf_report.py`
+  用于贴现现金流估值的确定性计算和报告生成。
+- `scripts/owner_earnings_report.py`
+  用于 owner earnings 估值的确定性计算和报告生成。
+- `scripts/multiple_valuation_report.py`
+  用于 EV/EBITDA 和 Residual Income 两类估值报告生成。
+
+## 约束
+
+- 将估值视为区间，而不是一个精确点值。
+- 明确说明假设敏感性。
+- 当输入稀疏或不稳定时，避免给出高置信度判断。

backend/skills/builtin/valuation_review/__init__.py

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+# -*- coding: utf-8 -*-

backend/skills/builtin/valuation_review/scripts/__init__.py

@@ -0,0 +1 @@
+# -*- coding: utf-8 -*-

backend/skills/builtin/valuation_review/scripts/dcf_report.py

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+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Deterministic DCF report helpers for the valuation_review skill."""
+
+from __future__ import annotations
+
+import json
+from typing import Iterable
+
+
+def build_dcf_report(rows: Iterable[dict], current_date: str) -> str:
+    """Render a DCF valuation report from normalized row inputs."""
+    lines = [f"=== DCF Valuation Analysis ({current_date}) ===\n"]
+
+    for row in rows:
+        error = row.get("error")
+        ticker = row["ticker"]
+        if error:
+            lines.append(f"{ticker}: {error}\n")
+            continue
+
+        current_fcf = float(row["current_fcf"])
+        growth_rate = float(row["growth_rate"])
+        market_cap = float(row["market_cap"])
+        discount_rate = float(row.get("discount_rate", 0.10))
+        terminal_growth = float(row.get("terminal_growth", 0.03))
+        num_years = int(row.get("num_years", 5))
+
+        pv_fcf = sum(
+            current_fcf
+            * (1 + growth_rate) ** year
+            / (1 + discount_rate) ** year
+            for year in range(1, num_years + 1)
+        )
+        terminal_fcf = (
+            current_fcf
+            * (1 + growth_rate) ** num_years
+            * (1 + terminal_growth)
+        )
+        terminal_value = terminal_fcf / (discount_rate - terminal_growth)
+        pv_terminal = terminal_value / (1 + discount_rate) ** num_years
+        enterprise_value = pv_fcf + pv_terminal
+        value_gap = (enterprise_value - market_cap) / market_cap * 100
+
+        if value_gap > 20:
+            assessment = "SIGNIFICANTLY UNDERVALUED"
+        elif value_gap > 0:
+            assessment = "POTENTIALLY UNDERVALUED"
+        elif value_gap > -20:
+            assessment = "POTENTIALLY OVERVALUED"
+        else:
+            assessment = "SIGNIFICANTLY OVERVALUED"
+
+        lines.append(f"{ticker}:")
+        lines.append(f"  Current FCF: ${current_fcf:,.0f}")
+        lines.append(f"  DCF Enterprise Value: ${enterprise_value:,.0f}")
+        lines.append(f"  Market Cap: ${market_cap:,.0f}")
+        lines.append(f"  Value Gap: {value_gap:+.1f}% -> {assessment}")
+        lines.append("")
+
+    return "\n".join(lines)
+
+
+def main() -> None:
+    """Read normalized rows from stdin and emit a text report."""
+    payload = json.load(__import__("sys").stdin)
+    print(build_dcf_report(payload["rows"], payload["current_date"]))
+
+
+if __name__ == "__main__":
+    main()

backend/skills/builtin/valuation_review/scripts/multiple_valuation_report.py

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+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Deterministic multiple-based valuation helpers for the valuation_review skill."""
+
+from __future__ import annotations
+
+import json
+from typing import Iterable
+
+
+def build_ev_ebitda_report(rows: Iterable[dict], current_date: str) -> str:
+    """Render an EV/EBITDA valuation report from normalized row inputs."""
+    lines = [f"=== EV/EBITDA Valuation ({current_date}) ===\n"]
+
+    for row in rows:
+        error = row.get("error")
+        ticker = row["ticker"]
+        if error:
+            lines.append(f"{ticker}: {error}\n")
+            continue
+
+        current_multiple = float(row["current_multiple"])
+        median_multiple = float(row["median_multiple"])
+        current_ebitda = float(row["current_ebitda"])
+        market_cap = float(row["market_cap"])
+        net_debt = float(row["net_debt"])
+
+        implied_ev = median_multiple * current_ebitda
+        implied_equity = max(implied_ev - net_debt, 0.0)
+        value_gap = (
+            (implied_equity - market_cap) / market_cap * 100
+            if market_cap > 0
+            else 0.0
+        )
+        multiple_discount = (
+            (median_multiple - current_multiple) / median_multiple * 100
+        )
+
+        if multiple_discount > 10:
+            assessment = "TRADING BELOW HISTORICAL MULTIPLE"
+        elif multiple_discount > -10:
+            assessment = "NEAR HISTORICAL AVERAGE"
+        else:
+            assessment = "TRADING ABOVE HISTORICAL MULTIPLE"
+
+        lines.append(f"{ticker}:")
+        lines.append(f"  Current EV/EBITDA: {current_multiple:.1f}x")
+        lines.append(f"  Historical Median: {median_multiple:.1f}x")
+        lines.append(f"  Multiple vs History: {multiple_discount:+.1f}%")
+        lines.append(f"  Implied Equity Value: ${implied_equity:,.0f}")
+        lines.append(f"  Value Gap: {value_gap:+.1f}% -> {assessment}")
+        lines.append("")
+
+    return "\n".join(lines)
+
+
+def build_residual_income_report(rows: Iterable[dict], current_date: str) -> str:
+    """Render a residual income valuation report from normalized row inputs."""
+    lines = [f"=== Residual Income Valuation ({current_date}) ===\n"]
+
+    for row in rows:
+        error = row.get("error")
+        ticker = row["ticker"]
+        if error:
+            lines.append(f"{ticker}: {error}\n")
+            continue
+
+        book_value = float(row["book_value"])
+        initial_ri = float(row["initial_ri"])
+        market_cap = float(row["market_cap"])
+        cost_of_equity = float(row.get("cost_of_equity", 0.10))
+        bv_growth = float(row.get("bv_growth", 0.03))
+        terminal_growth = float(row.get("terminal_growth", 0.03))
+        num_years = int(row.get("num_years", 5))
+        margin_of_safety = float(row.get("margin_of_safety", 0.20))
+
+        pv_ri = sum(
+            initial_ri * (1 + bv_growth) ** year / (1 + cost_of_equity) ** year
+            for year in range(1, num_years + 1)
+        )
+        terminal_ri = initial_ri * (1 + bv_growth) ** (num_years + 1)
+        terminal_value = terminal_ri / (cost_of_equity - terminal_growth)
+        pv_terminal = terminal_value / (1 + cost_of_equity) ** num_years
+        intrinsic_value = (book_value + pv_ri + pv_terminal) * (
+            1 - margin_of_safety
+        )
+        value_gap = (intrinsic_value - market_cap) / market_cap * 100
+
+        lines.append(f"{ticker}:")
+        lines.append(f"  Book Value: ${book_value:,.0f}")
+        lines.append(f"  Residual Income: ${initial_ri:,.0f}")
+        lines.append(
+            f"  Intrinsic Value (w/ 20% MoS): ${intrinsic_value:,.0f}",
+        )
+        lines.append(f"  Value Gap: {value_gap:+.1f}%")
+        lines.append("")
+
+    return "\n".join(lines)
+
+
+def main() -> None:
+    """Read normalized rows from stdin and emit one selected text report."""
+    payload = json.load(__import__("sys").stdin)
+    mode = payload["mode"]
+    if mode == "ev_ebitda":
+        print(build_ev_ebitda_report(payload["rows"], payload["current_date"]))
+        return
+    if mode == "residual_income":
+        print(build_residual_income_report(payload["rows"], payload["current_date"]))
+        return
+    raise ValueError(f"Unsupported mode: {mode}")
+
+
+if __name__ == "__main__":
+    main()

backend/skills/builtin/valuation_review/scripts/owner_earnings_report.py

@@ -0,0 +1,76 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""Deterministic owner earnings valuation helpers for the valuation_review skill."""
+
+from __future__ import annotations
+
+import json
+from typing import Iterable
+
+
+def build_owner_earnings_report(rows: Iterable[dict], current_date: str) -> str:
+    """Render an owner earnings valuation report from normalized row inputs."""
+    lines = [f"=== Owner Earnings Valuation ({current_date}) ===\n"]
+
+    for row in rows:
+        error = row.get("error")
+        ticker = row["ticker"]
+        if error:
+            lines.append(f"{ticker}: {error}\n")
+            continue
+
+        owner_earnings = float(row["owner_earnings"])
+        growth_rate = float(row["growth_rate"])
+        market_cap = float(row["market_cap"])
+        required_return = float(row.get("required_return", 0.15))
+        margin_of_safety = float(row.get("margin_of_safety", 0.25))
+        num_years = int(row.get("num_years", 5))
+
+        pv_earnings = sum(
+            owner_earnings
+            * (1 + growth_rate) ** year
+            / (1 + required_return) ** year
+            for year in range(1, num_years + 1)
+        )
+        terminal_growth = min(growth_rate, 0.03)
+        terminal_earnings = (
+            owner_earnings
+            * (1 + growth_rate) ** num_years
+            * (1 + terminal_growth)
+        )
+        terminal_value = terminal_earnings / (
+            required_return - terminal_growth
+        )
+        pv_terminal = terminal_value / (1 + required_return) ** num_years
+        intrinsic_value = (pv_earnings + pv_terminal) * (1 - margin_of_safety)
+        value_gap = (intrinsic_value - market_cap) / market_cap * 100
+
+        if value_gap > 20:
+            assessment = "SIGNIFICANTLY UNDERVALUED"
+        elif value_gap > 0:
+            assessment = "POTENTIALLY UNDERVALUED"
+        elif value_gap > -20:
+            assessment = "POTENTIALLY OVERVALUED"
+        else:
+            assessment = "SIGNIFICANTLY OVERVALUED"
+
+        lines.append(f"{ticker}:")
+        lines.append(f"  Owner Earnings: ${owner_earnings:,.0f}")
+        lines.append(
+            f"  Intrinsic Value (w/ 25% MoS): ${intrinsic_value:,.0f}",
+        )
+        lines.append(f"  Market Cap: ${market_cap:,.0f}")
+        lines.append(f"  Value Gap: {value_gap:+.1f}% -> {assessment}")
+        lines.append("")
+
+    return "\n".join(lines)
+
+
+def main() -> None:
+    """Read normalized rows from stdin and emit a text report."""
+    payload = json.load(__import__("sys").stdin)
+    print(build_owner_earnings_report(payload["rows"], payload["current_date"]))
+
+
+if __name__ == "__main__":
+    main()

backend/skills/customized/portfolio_decisioning/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: 组合决策
+description: 整合分析师观点与风险反馈，形成明确的组合层决策。
+---
+
+# 组合决策
+
+当你负责把团队分析转化为最终交易决策时，使用这个技能。
+
+## 工作流程
+
+1. 行动前先阅读分析师结论和风险警示。
+2. 评估当前组合、现金和保证金约束。
+3. 使用决策工具为每个 ticker 记录一个明确决策。
+4. 在全部决策记录完成后，总结组合层面的整体理由。
+
+## 约束
+
+- 仓位大小必须遵守资金和保证金限制。
+- 当分析师信心与风险信号不一致时，优先采用更小仓位。
+- 当任务要求完整决策清单时，不要让任何 ticker 处于未决状态。

backend/skills/customized/risk_review/SKILL.md

@@ -0,0 +1,21 @@
+---
+name: 风险审查
+description: 在最终仓位和执行前，评估组合与市场风险。
+---
+
+# 风险审查
+
+当你需要识别集中度、波动率、杠杆和情景风险时，使用这个技能。
+
+## 工作流程
+
+1. 按 ticker 和主题检查拟议敞口。
+2. 识别集中度、波动率、流动性和杠杆方面的风险点。
+3. 按严重程度排序风险警示。
+4. 将风险结论转化为给投资经理的具体限制或注意事项。
+
+## 约束
+
+- 聚焦可执行的风险控制措施。
+- 当数据支持时尽量量化限制。
+- 明确区分致命阻断项和可管理风险。

backend/skills/customized/sentiment_review/SKILL.md

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+---
+name: 情绪分析
+description: 分析新闻流、市场心理和内幕行为，识别事件驱动型信号。
+---
+
+# 情绪分析
+
+当任务依赖近期催化剂、新闻语气或行为层面的市场信号时，使用这个技能。
+
+## 工作流程
+
+1. 回顾近期新闻并识别主导叙事。
+2. 检查内幕活动，寻找确认或冲突信号。
+3. 区分可持续的情绪变化和短暂噪音。
+4. 说明情绪如何改变短期交易展望。
+
+## 约束
+
+- 不要把注意力误判为真实信念。
+- 当情绪很强但缺乏基本面支持时，要明确指出。
+- 对催化剂时间窗口风险要说清楚。

backend/skills/customized/technical_review/SKILL.md

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+---
+name: 技术分析
+description: 评估价格行为、动量和波动率，用于判断时机和市场状态。
+---
+
+# 技术分析
+
+当任务对入场时机、趋势质量或短期市场结构敏感时，使用这个技能。
+
+## 工作流程
+
+1. 评估趋势方向和强度。
+2. 检查动量与均值回归条件。
+3. 在给出激进建议前先审视波动率。
+4. 将当前形态转化为带有明确风险意识的交易观点。
+
+## 约束
+
+- 区分趋势延续和过度透支。
+- 当信号冲突时避免给出高确定性判断。
+- 将波动率视为仓位输入，而不仅仅是方向输入。

backend/skills/customized/valuation_review/SKILL.md

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+---
+name: 估值分析
+description: 使用多种估值视角评估合理价值和安全边际。
+---
+
+# 估值分析
+
+当任务需要判断一只股票是低估、高估还是定价合理时，使用这个技能。
+
+## 工作流程
+
+1. 条件允许时，使用不止一种估值方法。
+2. 对比内在价值估计与当前市场价格。
+3. 解释估值判断背后的关键假设。
+4. 明确安全边际，以及哪些因素会压缩或扩大它。
+
+## 约束
+
+- 将估值视为区间，而不是一个精确点值。
+- 明确说明假设敏感性。
+- 当输入稀疏或不稳定时，避免给出高置信度判断。