feat: Add agent workspace system and runtime management
- Add agent core modules (agent_core, factory, registry, skill_loader) - Add runtime system for agent execution management - Add REST API for agents, workspaces, and runtime control - Add process supervisor for agent lifecycle management - Add workspace template system with agent profiles - Add frontend RuntimeView and runtime API integration - Add per-agent skill workspaces for smoke_fullstack run - Refactor skill system with active/installed separation Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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---
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name: fundamental_review
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description: Review a company from a fundamentals-first perspective before issuing a trading signal.
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name: 基本面分析
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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。
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version: 1.0.0
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---
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# Fundamental Review
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# 基本面分析
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Use this skill when the task requires judging business quality, balance-sheet strength, profitability, or long-term earnings durability.
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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。
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## Workflow
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## 工作流程
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1. Check profitability, growth, financial health, and efficiency before forming a conclusion.
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2. Separate durable business quality from short-term noise.
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3. State what would invalidate the thesis.
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4. End with a clear signal, confidence, and the main drivers behind that signal.
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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。
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2. 区分可持续的业务质量和短期噪音。
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3. 明确指出会推翻当前判断的条件。
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4. 最终给出清晰的信号、置信度和主要驱动因素。
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## Guardrails
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## 约束
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- Do not rely on one metric in isolation.
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- Call out missing data explicitly.
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- Prefer conservative conclusions when financial quality is mixed.
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- 不要孤立依赖单一指标。
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- 缺失数据要明确指出。
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- 当财务质量优劣混杂时，优先给出保守结论。
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---
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name: portfolio_decisioning
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description: Synthesize analyst inputs and risk feedback into explicit portfolio decisions.
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name: 组合决策
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description: 整合分析师观点与风险反馈，形成明确的组合层决策。
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---
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# Portfolio Decisioning
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# 组合决策
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Use this skill when you are responsible for converting team analysis into final trades.
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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。
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## Workflow
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## 工作流程
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1. Read analyst conclusions and risk warnings before acting.
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2. Evaluate the current portfolio, cash, and margin constraints.
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3. Record one explicit decision per ticker using the decision tool.
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4. Summarize the portfolio-level rationale after all decisions are recorded.
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1. 行动前先阅读分析师结论和风险警示。
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2. 评估当前组合、现金和保证金约束。
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3. 使用决策工具为每个 ticker 记录一个明确决策。
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4. 在全部决策记录完成后，总结组合层面的整体理由。
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## Guardrails
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## 约束
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- Position sizing must respect capital and margin limits.
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- Prefer smaller size when analyst conviction and risk signals disagree.
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- Do not leave a ticker undecided when the task expects a full slate of decisions.
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- 仓位大小必须遵守资金和保证金限制。
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- 当分析师信心与风险信号不一致时，优先采用更小仓位。
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- 当任务要求完整决策清单时，不要让任何 ticker 处于未决状态。
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---
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name: risk_review
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description: Assess portfolio and market risks before final position sizing and execution.
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name: 风险审查
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description: 在最终仓位和执行前，评估组合与市场风险。
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---
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# Risk Review
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# 风险审查
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Use this skill when you must identify concentration, volatility, leverage, and scenario risks.
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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。
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## Workflow
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## 工作流程
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1. Review the proposed exposure by ticker and theme.
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2. Identify concentration, volatility, liquidity, and leverage concerns.
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3. Rank warnings by severity.
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4. Translate risk findings into concrete limits or cautions for the portfolio manager.
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1. 按 ticker 和主题检查拟议敞口。
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2. 识别集中度、波动率、流动性和杠杆方面的风险点。
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3. 按严重程度排序风险警示。
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4. 将风险结论转化为给投资经理的具体限制或注意事项。
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## Guardrails
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## 约束
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- Focus on actionable risk controls.
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- Quantify limits when the available data supports it.
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- Distinguish fatal blockers from manageable risks.
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- 聚焦可执行的风险控制措施。
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- 当数据支持时尽量量化限制。
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- 明确区分致命阻断项和可管理风险。
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---
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name: sentiment_review
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description: Analyze news flow, market psychology, and insider behavior for catalyst-driven signals.
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name: 情绪分析
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description: 分析新闻流、市场心理和内幕行为，识别事件驱动型信号。
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---
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# Sentiment Review
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# 情绪分析
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Use this skill when the task depends on recent catalysts, news tone, or behavioral market signals.
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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。
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## Workflow
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## 工作流程
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1. Review recent news and identify the dominant narrative.
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2. Check insider activity for confirming or conflicting signals.
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3. Separate durable sentiment shifts from transient noise.
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4. Explain how sentiment changes the near-term trade outlook.
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1. 回顾近期新闻并识别主导叙事。
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2. 检查内幕活动，寻找确认或冲突信号。
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3. 区分可持续的情绪变化和短暂噪音。
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4. 说明情绪如何改变短期交易展望。
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## Guardrails
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## 约束
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- Do not confuse attention with conviction.
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- Highlight when sentiment is strong but unsupported by fundamentals.
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- Be explicit about catalyst timing risk.
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- 不要把注意力误判为真实信念。
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- 当情绪很强但缺乏基本面支持时，要明确指出。
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- 对催化剂时间窗口风险要说清楚。
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---
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name: technical_review
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description: Evaluate price action, momentum, and volatility to judge timing and market regime.
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name: 技术分析
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description: 评估价格行为、动量和波动率，用于判断时机和市场状态。
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---
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# Technical Review
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# 技术分析
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Use this skill when the task is sensitive to entry timing, trend quality, or short-term market structure.
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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。
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## Workflow
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## 工作流程
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1. Assess trend direction and strength.
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2. Check momentum and mean-reversion conditions.
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3. Review volatility before making aggressive recommendations.
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4. Convert the setup into a trading view with explicit risk awareness.
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1. 评估趋势方向和强度。
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2. 检查动量与均值回归条件。
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3. 在给出激进建议前先审视波动率。
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4. 将当前形态转化为带有明确风险意识的交易观点。
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## Guardrails
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## 约束
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- Distinguish trend continuation from overshoot.
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- Avoid strong conviction when signals conflict.
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- Treat volatility as a sizing input, not only a directional input.
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- 区分趋势延续和过度透支。
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- 当信号冲突时避免给出高确定性判断。
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- 将波动率视为仓位输入，而不仅仅是方向输入。
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---
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name: valuation_review
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description: Estimate fair value and margin of safety using multiple valuation lenses.
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name: 估值分析
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description: 使用多种估值视角评估合理价值和安全边际。
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---
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# Valuation Review
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# 估值分析
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Use this skill when the task requires determining whether a stock is cheap, expensive, or fairly priced.
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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。
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## Workflow
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## 工作流程
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1. Use more than one valuation method when possible.
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2. Compare intrinsic value estimates with current market pricing.
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3. Explain the key assumptions behind the valuation view.
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4. State the margin of safety and what could compress or expand it.
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1. 条件允许时，使用不止一种估值方法。
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2. 对比内在价值估计与当前市场价格。
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3. 解释估值判断背后的关键假设。
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4. 明确安全边际，以及哪些因素会压缩或扩大它。
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## Guardrails
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## 约束
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- Treat valuation as a range, not a single precise number.
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- Call out assumption sensitivity.
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- Avoid high-confidence calls when inputs are sparse or unstable.
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- 将估值视为区间，而不是一个精确点值。
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- 明确说明假设敏感性。
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- 当输入稀疏或不稳定时，避免给出高置信度判断。
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