# claude-investment-skills - Doramagic AI Context Pack

> Purpose: pre-work context for the user's host AI. This pack does not prove that the project has been installed, run, or validated.

## Project

- canonical_name: `ssurmic/claude-investment-skills`
- capability: Investment-research skills for Claude Code: top-down macro-aware framework, bilingual EN/CN NL triggers, Telegram alerts (2-min cron + 1-3s webhook). For personal-finance buy-side use (swing/position/LEAPS) — not HFT. See NEXT-STEPS.md for roadmap.
- expected_user_outcome: Investment-research skills for Claude Code: top-down macro-aware framework, bilingual EN/CN NL triggers, Telegram alerts (2-min cron + 1-3s webhook). For personal-finance buy-side use (swing/position/LEAPS) — not HFT. See NEXT-STEPS.md for roadmap.

## Operating Boundaries

- Do not claim that the project has been installed, run, called through an API, or used on local files unless separate evidence proves it.
- Project facts must come from repo evidence, Claim Graph, or explicit source references.
- When a capability is not verified, mark it as unverified instead of completing it as fact.
- publish_status: `publishable`
- blocking_gaps: none

---

## Doramagic Context Augmentation

The following sections strengthen the repository context for a host AI. Human Manual data is a reading route, and pitfall notes become operating constraints.

## Human Manual Outline

Usage rule: this is only a reading route and salience signal, not factual authority. Concrete claims must still return to repo evidence or Claim Graph.

Host AI hard rules:
- Do not treat page titles, section order, summaries, or importance values as factual project evidence.
- When explaining the Human Manual outline, state that it is only a reading route or salience signal.
- Capability, installation, compatibility, runtime state, and risk claims must cite repo evidence, source paths, or Claim Graph.

- **Overview, Setup, and Installation**: importance `high`
  - source_paths: README.md, README-zh.md, AGENTS.md, AGENTS-zh.md, CLAUDE.md
- **Analysis Skills Catalog**: importance `high`
  - source_paths: analyze-stock/SKILL.md, macro-risk-check/SKILL.md, earnings-prep/SKILL.md, leaps-screen/SKILL.md, option-wall-analysis/SKILL.md
- **Discovery Firehoses and Real-time Channels**: importance `high`
  - source_paths: insider-firehose/SKILL.md, insider-firehose/SETUP.md, insider-firehose/scripts/form4_firehose.py, insider-firehose/scripts/firehose_cli.py, insider-firehose/scripts/enrichment/pipeline.py
- **Price Alert System, Architecture, and Operations**: importance `high`
  - source_paths: price-alert/SKILL.md, price-alert/SETUP.md, price-alert/SETUP-zh.md, price-alert/SETUP-WEBHOOK.md, price-alert/SETUP-WEBHOOK-zh.md

## Repo Inspection Evidence

- repo_clone_verified: true
- repo_inspection_verified: true
- repo_commit: `1394d658acd2506965c29da75eb5cbbb3311d9db`
- inspected_files: `README.md`

Host AI hard rules:
- Without repo_clone_verified=true, do not claim that the source code has been read.
- Without repo_inspection_verified=true, do not write README, docs, or package-file conclusions as facts.
- Without quick_start_verified=true, do not claim that the Quick Start path has run successfully.

## Doramagic Pitfall Constraints

These rules come from Doramagic discovery, validation, or compilation findings. The host AI must treat them as operating constraints, not background notes.

### Constraint 1: Security or permission risk requires verification

- Trigger: Project evidence flags a security or permission risk. Review the linked source before relying on this workflow.
- Host AI rule: Reproduce the official install and quickstart path in an isolated environment.
- Why it matters: May increase setup, validation, or first-run risk for the user.
- Evidence: packet_text.keyword_scan | https://github.com/ssurmic/claude-investment-skills
- Hard boundary: Do not present this pitfall as solved, verified, or ignorable unless later evidence explicitly closes it.

### Constraint 2: Configuration risk requires verification

- Trigger: Project evidence flags a configuration risk. Review the linked source before relying on this workflow.
- Host AI rule: Reproduce the official install and quickstart path in an isolated environment.
- Why it matters: May increase setup, validation, or first-run risk for the user.
- Evidence: capability.host_targets | https://github.com/ssurmic/claude-investment-skills
- Hard boundary: Do not present this pitfall as solved, verified, or ignorable unless later evidence explicitly closes it.

### Constraint 3: Capability evidence risk requires verification

- Trigger: README/documentation is current enough for a first validation pass.
- Host AI rule: Reproduce the official install and quickstart path in an isolated environment.
- Why it matters: May increase setup, validation, or first-run risk for the user.
- Evidence: capability.assumptions | https://github.com/ssurmic/claude-investment-skills
- Hard boundary: Do not present this pitfall as solved, verified, or ignorable unless later evidence explicitly closes it.

### Constraint 4: Runtime risk requires verification

- Trigger: Project evidence flags a runtime risk. Review the linked source before relying on this workflow.
- Host AI rule: Reproduce the official install and quickstart path in an isolated environment.
- Why it matters: May increase setup, validation, or first-run risk for the user.
- Evidence: packet_text.keyword_scan | https://github.com/ssurmic/claude-investment-skills
- Hard boundary: Do not present this pitfall as solved, verified, or ignorable unless later evidence explicitly closes it.

### Constraint 5: Maintenance risk requires verification

- Trigger: Project evidence flags a maintenance risk. Review the linked source before relying on this workflow.
- Host AI rule: Reproduce the official install and quickstart path in an isolated environment.
- Why it matters: May increase setup, validation, or first-run risk for the user.
- Evidence: evidence.maintainer_signals | https://github.com/ssurmic/claude-investment-skills
- Hard boundary: Do not present this pitfall as solved, verified, or ignorable unless later evidence explicitly closes it.

### Constraint 6: Security or permission risk requires verification

- Trigger: no_demo
- Host AI rule: Reproduce the official install and quickstart path in an isolated environment.
- Why it matters: May increase setup, validation, or first-run risk for the user.
- Evidence: downstream_validation.risk_items | https://github.com/ssurmic/claude-investment-skills
- Hard boundary: Do not present this pitfall as solved, verified, or ignorable unless later evidence explicitly closes it.

### Constraint 7: Security or permission risk requires verification

- Trigger: no_demo
- Host AI rule: Reproduce the official install and quickstart path in an isolated environment.
- Why it matters: May increase setup, validation, or first-run risk for the user.
- Evidence: risks.scoring_risks | https://github.com/ssurmic/claude-investment-skills
- Hard boundary: Do not present this pitfall as solved, verified, or ignorable unless later evidence explicitly closes it.

### Constraint 8: Maintenance risk requires verification

- Trigger: issue_or_pr_quality=unknown。
- Host AI rule: Reproduce the official install and quickstart path in an isolated environment.
- Why it matters: May increase setup, validation, or first-run risk for the user.
- Evidence: evidence.maintainer_signals | https://github.com/ssurmic/claude-investment-skills
- Hard boundary: Do not present this pitfall as solved, verified, or ignorable unless later evidence explicitly closes it.

### Constraint 9: Maintenance risk requires verification

- Trigger: release_recency=unknown。
- Host AI rule: Reproduce the official install and quickstart path in an isolated environment.
- Why it matters: May increase setup, validation, or first-run risk for the user.
- Evidence: evidence.maintainer_signals | https://github.com/ssurmic/claude-investment-skills
- Hard boundary: Do not present this pitfall as solved, verified, or ignorable unless later evidence explicitly closes it.
