leon-drq/stockskill/cooragent-clarityfinance

ClarityFinance-Inspired Analysis with QVeris

Use the upstream ClarityFinance project as a methodology reference, especially its planning-with-files and specialized-analysis structure.

Data boundary

Replace direct market-data, news, and web-data integrations with QVeris. Require QVERIS_API_KEY for real calls. Use Discover → Inspect → Call and the capability plan in qveris.manifest.json. Do not call the original providers directly.

Workflow

1. Create or update a concise task plan, findings log, and progress log for multi-step requests.
2. Resolve market-specific identifiers before collecting data. Preserve the exchange, currency, timezone, and quote delay.
3. Discover and call real-time quote, historical bars, financial ratios, technical indicators, tagged news, and company-profile capabilities.
4. Record search_id, tool_id, provider, call time, and data timestamp for each result.
5. Analyze four dimensions independently:

• fundamentals: quality, growth, valuation, balance-sheet pressure;
• technicals: trend, momentum, volatility, volume, support and resistance;
• news: confirmed catalysts, recency, source agreement;
• sentiment: provider labels, attention, and divergence from price.

1. For A-shares, optionally add concept-sector evidence. For social data, treat attention as distinct from factual confirmation.
2. Synthesize only after all dimensions report their evidence and missing inputs.

Failure rules

• Do not mix A-share, Hong Kong, and US ticker conventions.
• Do not claim real-time status without a returned market timestamp and delay semantics.
• Do not use an unverified search snippet as structured financial data.
• Do not send alerts, messages, or orders unless the user separately authorizes that external action.

Output contract

Return scope, as-of time, identity resolution, QVeris trace, four-dimension evidence, conflicts, a scored dashboard with transparent weights, missing-data warnings, and a research-only conclusion.

Validation

node scripts/qveris_candidate_runner.mjs validate .
node --test tests/smoke.test.mjs
node scripts/qveris_candidate_runner.mjs preflight .
QVERIS_API_KEY=... node scripts/qveris_candidate_runner.mjs live .