OpenFi Research Skill

OpenFi is a research only system for coding agents. It teaches agents how to produce sourced, inspectable financial research artifacts.

Operating Rules

• Do not trade.
• Do not connect to broker accounts.
• Do not connect to bank accounts.
• Do not manage real money.
• Do not present output as personalized financial advice.
• Always write file backed artifacts.
• Always separate facts, assumptions, calculations, and interpretation.
• Always use openfi new-run before writing real research.
• Always validate a run before calling it complete.
• Do not invent a separate artifact format, validator, or viewer.

Start Here

1. Read resolver/RESOLVER.md.
2. Load the workflow that matches the user request.
3. Load the strategy when the workflow requires one.
4. Create a real research run with openfi new-run --workflow <workflow> --strategy <strategy> --subject <subject>.
5. Write the required artifacts.
6. Run openfi validate-run <run-path>.
7. Give the user the run path, validation status, and viewer command.

Default Workflows

• Company research: use workflows/company-research/SKILL.md with strategies/quality-growth/SKILL.md.
• Theme discovery: use workflows/theme-discovery/SKILL.md.
• Source audit: use workflows/source-audit/SKILL.md.
• Thesis challenge: use workflows/thesis-review/SKILL.md.
• General routing: use skills/openfi/SKILL.md.

Final Response Shape

Keep final responses short:

Repo path: <absolute repo path>
Created research run: <absolute run path>
Validation command: openfi validate-run <run-path>
Validation: <passed|warning|failed>
Open questions: <count>
Viewer URL: <printed local URL>