KCNyu
@KCNyu
Public Skills
daily-deep-brief
by KCNyu
kcn 每个工作日 08:00 HKT 跑一次的盘前全 swarm 深度分析。harness 化：clawock brief preflight 计算并编译 typed decision packet，LLM 只写 plan 与受限 judgment（纯文本判断，不写版式），clawock brief postflight 校验后由 brief_render 渲染报告与微信卡、生成 Pages projection、commit 并自动投递微信。输出：结构化 plan、受限 judgment JSON，harness 渲染的 markdown 报告与紧凑微信卡。只在每日 8 点 cron 触发时使用；手动深度分析仍走 portfolio-swarm-review。
us-stock-analysis
by KCNyu
Workspace-aware US stock analysis for kcn. Routes through clawock analyze-us / clawock us-quotes instead of generic web search, then layers fundamental/technical/news analysis on top. Use when user asks to analyze a US ticker (e.g. "analyze AAPL", "look at RKLB", "compare TSLA vs NVDA"), check earnings, run technicals, or write an investment report on a US name.
hk-stock-analysis
by KCNyu
Workspace-aware Hong Kong stock analysis for kcn. Routes through clawock analyze-hk (Tencent primary + Eastmoney full-batch independent cross-check/fallback → stooq → yfinance) for price/技术指标/news, layered with HK-specific concepts — 南向资金, HSTECH 方向, 杠杆 ETF 衰减, 老千股警惕, T+0 无涨跌幅. Use when user asks about a HK ticker (e.g. "分析 00100", "07226 怎么样", "恒科今天"), HK book performance, or HK sector view.
portfolio-swarm-review
by KCNyu
Multi-agent swarm review of kcn's current holdings. Inspired by TauricResearch/TradingAgents framework already in workspace — three-tier analysis (analysts → bull/bear debate → risk debate + judge) with confidence scoring. Use for post-close reviews, holiday/next-session planning, pre-add sizing decisions, and any moment where a single-pass review is not enough. For lighter single-shot work, use portfolio-risk-review.
portfolio-risk-review
by KCNyu
Single-pass holdings analysis for kcn using workspace files and the local fetch chain. Use for portfolio review, position risk ranking, US-HK cross-market read, leverage ETF risk assessment, and one-shot actionable reports based on portfolio.json plus fresh quotes from clawock analyze-us / clawock analyze-hk.
investment-decision
by KCNyu
Run a clawock investment decision — read the prepared request, research with the host's own tools, write decision.json with evidence and an explicit bull/bear debate, and let Python validate and settle. Use when the user asks for an investment decision or a clawock run request is present.
earnings-review
by KCNyu
Manual, event-driven earnings review for a US or HK holding, backed by first-party filings. Use when a company reports, when a management promise comes due, or when a thesis review needs primary-source numbers. Produces a structured artifact under memory/earnings/<TICKER>/<period>.json whose earnings-quality math, promise ledger, and thesis evidence are computed by the packaged clawock earnings command — not by prose. Never places trades and never changes thesis state.
investment-decision
by KCNyu
Read the clawock request file, write decision.json, let clawock validate. Use when a clawock run request is present in .clawock/work/.
openclaw-tune
by KCNyu
OpenClaw system-level maintenance — cleans sessions/.bak rotation, disk bloat under ~/.openclaw/, validates model fallback chain, audits cron health, prunes short-term-recall noise. Run after openclaw update or every 1-2 weeks. Different from workspace document tune-up (single-responsibility canonical .md files, token waste scan) which is handled by Claude auto-memory openclaw-workspace-tuneup — triggered when user says "优化下 openclaw 的文档/skill/canonical". This skill is for openclaw daemon/CLI maintenance, NOT for workspace docs.
openclaw-upgrade
by KCNyu
Safe OpenClaw version upgrade with regression checklist. Use when kcn says "升级 openclaw" / "openclaw 有没有更新" / "/openclaw-upgrade", or after noticing a newer npm version. Checks for in-flight crons, uses the built-in updater, reapplies all host-local dist patches, and runs the full regression gate without reducing context, skills, tools, thinking, or token budgets. Different from openclaw-tune (periodic maintenance, no version bump).
entry-gate
by KCNyu
Pre-investment screening gate for a name that is not yet researched or held. Use before spending a deep-research run or opening new exposure, to answer only "is this understandable and researchable enough to proceed?". Grades information richness separately from investment quality, applies deterministic hard vetoes from config/entry-gate-vetoes.json, and returns pass_to_deep_research / reject / gray_needs_evidence via the packaged clawock entry-gate command. Recommends research; never sizes or places a trade.
investment-decision
by KCNyu
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.
tavily
by KCNyu
AI-optimized web search via Tavily API. Returns concise, relevant results for AI agents.
serenity-skill
by KCNyu
Turn an investment agent into a supply-chain bottleneck hunter. Use this skill for source-backed investment research, live market/theme scans, AI/semi/technology value-chain mapping, A-share/HK/US stock screening, thesis stress tests, and Serenity-inspired research conversations. Trigger on requests like "用 Serenity 的方式看", "深度调研", "产业链/供应链/卡点/瓶颈", "A股 AI 半导体哪个最值得研究", "find unknown bottlenecks", "rank candidates", or "challenge this thesis". Outputs plain-language reasoning, ranked research priorities, evidence chains, risks, and next verification steps. Research support only; no trade execution.
Scrapling Web Scraping
by KCNyu
大规模爬取注意 robots.txt 和网站 robots 规则
Trading
by KCNyu
Trading analysis and education. Technical analysis, chart patterns, risk management, and position sizing for stocks, forex, and crypto.
github
by KCNyu
"Interact with GitHub using the gh CLI. Use gh issue, gh pr, gh run, and gh api for issues, PRs, CI runs, and advanced queries."