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.
License
MIT © 2026 Joan Song