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ishenliishenli/investment-agent/skills/investment-notes/SKILL.md

investment-notes

Skill10 starsChanged 6 months agoMITView on GitHub

查询用户的投资笔记:公司关键词笔记、行业分析记录、投资重点备忘。 当用户问"我的笔记里怎么看 XX"、"之前记过什么"、"我的投资备忘"、"把我的观点找出来", 或分析某资产前想参考用户自己沉淀过的观点时,**务必使用此技能**。

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SKILL.md

投资笔记查询

优先:语义查询工具

调用 noteQueryTool,参数 query 传关键词(公司名、代码、主题均可):

{"query": "NVDA"}

工具按关键词匹配标题、内容与标签,返回最相关的笔记。多主题时拆多次查询(公司名、行业、事件关键词各查一次),不要一次塞超长查询串。

补充:结构化列表

需要"最近记了什么"这类列表场景时,用 dbQueryTool 查表 notes(列:title, content, tags, updatedAt):

{"table": "notes", "orderBy": "updated_at", "limit": 20}

按用户过滤会自动落到当前用户,无需手动指定 userId。

回答要求

  1. 引用笔记时说明"这是你自己之前记录的观点",与外部资讯(TravilySearchTool、stockSearchNewsTool)的结论区分开。
  2. 用户笔记与当前市场数据冲突时,同时呈现两者并指出差异时间点。

限制

  • 当前没有创建/修改笔记的工具;用户要求"帮我记一笔"时,告知本次在聊天中即可记录要点,或建议用户把结论保存到应用笔记页。

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