确认PokieTicker新闻库数据源

runs/reload_demo/skills/active/fundamental_review/SKILL.md

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+---
+name: fundamental_review
+description: Review a company from a fundamentals-first perspective before issuing a trading signal.
+---
+
+# Fundamental Review
+
+Use this skill when the task requires judging business quality, balance-sheet strength, profitability, or long-term earnings durability.
+
+## Workflow
+
+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.
+
+## Guardrails
+
+- Do not rely on one metric in isolation.
+- Call out missing data explicitly.
+- Prefer conservative conclusions when financial quality is mixed.

runs/reload_demo/skills/active/portfolio_decisioning/SKILL.md

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+---
+name: portfolio_decisioning
+description: Synthesize analyst inputs and risk feedback into explicit portfolio decisions.
+---
+
+# Portfolio Decisioning
+
+Use this skill when you are responsible for converting team analysis into final trades.
+
+## Workflow
+
+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.
+
+## Guardrails
+
+- 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.

runs/reload_demo/skills/active/risk_review/SKILL.md

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+---
+name: risk_review
+description: Assess portfolio and market risks before final position sizing and execution.
+---
+
+# Risk Review
+
+Use this skill when you must identify concentration, volatility, leverage, and scenario risks.
+
+## Workflow
+
+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.
+
+## Guardrails
+
+- Focus on actionable risk controls.
+- Quantify limits when the available data supports it.
+- Distinguish fatal blockers from manageable risks.

runs/reload_demo/skills/active/sentiment_review/SKILL.md

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+---
+name: sentiment_review
+description: Analyze news flow, market psychology, and insider behavior for catalyst-driven signals.
+---
+
+# Sentiment Review
+
+Use this skill when the task depends on recent catalysts, news tone, or behavioral market signals.
+
+## Workflow
+
+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.
+
+## Guardrails
+
+- Do not confuse attention with conviction.
+- Highlight when sentiment is strong but unsupported by fundamentals.
+- Be explicit about catalyst timing risk.

runs/reload_demo/skills/active/technical_review/SKILL.md

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+---
+name: technical_review
+description: Evaluate price action, momentum, and volatility to judge timing and market regime.
+---
+
+# Technical Review
+
+Use this skill when the task is sensitive to entry timing, trend quality, or short-term market structure.
+
+## Workflow
+
+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.
+
+## Guardrails
+
+- Distinguish trend continuation from overshoot.
+- Avoid strong conviction when signals conflict.
+- Treat volatility as a sizing input, not only a directional input.

runs/reload_demo/skills/active/valuation_review/SKILL.md

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+---
+name: valuation_review
+description: Estimate fair value and margin of safety using multiple valuation lenses.
+---
+
+# Valuation Review
+
+Use this skill when the task requires determining whether a stock is cheap, expensive, or fairly priced.
+
+## Workflow
+
+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.
+
+## Guardrails
+
+- Treat valuation as a range, not a single precise number.
+- Call out assumption sensitivity.
+- Avoid high-confidence calls when inputs are sparse or unstable.