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ishenliishenli/investment-agent/skills/task-management/SKILL.md

task-management

Skill10 starsChanged 6 months agoMITView on GitHub

创建、查询、跟进用户的投资任务:跟踪投资建议、价格触发条件、定期监控、到期提醒。 当用户说"帮我盯着 XX"、"到 XX 价格提醒我"、"记个任务"、"我的待办/任务"、"跟进一下上次说的", 或对话中产生了明确的待办结论(如"进一步研究这只股票")时,**务必使用此技能**。

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SKILL.md

投资任务管理

创建任务:createTaskTool

参数说明
title必填,一句话任务标题
description任务的详细说明 / 监控条件
typeone_time 一次性 / price_trigger 价格触发 / monitoring 持续监控 / date_driven 日期驱动,默认 one_time
prioritylow / medium / high / urgent,默认 medium
linked_symbols关联资产代码列表,如 ["AAPL", "NVDA"]
due_date截止日期(YYYY-MM-DD)
source_typeagent_chat(默认)/ analysis_report / manual

典型场景映射:

  • "跌破 150 提醒我" → type=price_trigger,description 写明触发条件与数值,linked_symbols 填代码。
  • "每周看看美联储动向" → type=monitoring 或 date_driven。
  • 本次分析给出的待办(如"下个财报季再评估")→ 主动建议创建任务而非口头承诺,经用户确认后创建。

查询:listTasksTool

支持 status(pending / in_progress / completed / cancelled / expired)、priority、search 关键词、limit / offset。

  • 用户问"我的任务/待办"→ 默认列 pending + in_progress,按优先级排序呈现。
  • expired 状态的任务一并提示,让用户决定是否重建或取消。

更新:updateTaskTool

  • 必填 task_id(从 listTasks 结果中取,禁止编造 ID)。
  • 可更新 status(completed / cancelled / in_progress / pending)、title、description、priority、linked_symbols。
  • 用户说"完成了/取消那个任务"→ 完成用 completed,明确放弃用 cancelled,不确定问一句。

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