KCNyu

investment-decision

Produce an evidence-linked investment decision with an explicit bull case, opposing bear case, thesis invalidation conditions, bounded action, and reconciled order/FX amounts. Use when an agent must analyze a security or portfolio action and publish a verifiable decision artifact through clawock.

KCNyu 21 Updated 2mo ago

Resources

4
GitHub

Install

npx skillscat add kcnyu/clawock/src-clawock-workflows-packs-investment-decision

Install via the SkillsCat registry.

SKILL.md

Investment decision workflow

Use this workflow inside the current agent runtime. Do not launch another agent
or model through clawock: the current runtime owns research, conversation,
memory, skills, tools, repair loops, and permissions.

Run

  1. Run clawock run prepare --workspace <workspace> and retain the printed
    request_file, run_id, generation_id, workflow version, and certified
    context.

  2. Research with the current runtime's normal tools. Collect traceable evidence
    observed no later than the decision's as_of time.

  3. Write decision.json using
    the decision contract and its linked JSON
    Schema. Include at least one
    supporting and one opposing evidence item. The bull and bear cases must cite
    their evidence rather than merely asserting conclusions.

  4. State thesis invalidation conditions before choosing an action. A high
    confidence decision must cite primary evidence.

  5. If the action contains an order intent, calculate quote-currency gross amount
    as quantity times unit price, then calculate base-currency gross amount using
    the stated FX rate. Do not estimate either total in prose.

  6. Publish with:

    clawock run publish --workspace <workspace> --request <request_file> --artifact decision.json=<workspace>/decision.json

  7. If publication is rejected, repair only the named artifact issues and retry
    against the same prepared request. Re-run prepare if its context or workflow
    certificate changed.

The final receipt is the proof that one workflow version, certified context, and
artifact generation passed the deterministic gates. It is supporting evidence,
not a substitute for the decision itself.

Learn from outcomes

After the stated horizon, record broker, exchange, or market-data evidence using
assets/outcome.example.json, then run clawock workflow evaluate. The result
reconciles price and FX before assigning a direction-adjusted basis-point score;
it is not realized portfolio P&L.

A runtime may use that evaluation or a rejected validation receipt to request a
bounded parameter proposal with clawock workflow propose. The proposal cannot
apply itself. A named reviewer must explicitly accept or reject the exact hash,
and accepted changes go through workflow apply; workflow rollback restores
the recorded prior parameters. See
the decision contract for commands and the
strict no-self-edit boundary.