Investment Workflow

Use when the user provides holdings, references an existing corrected holdings.json, or asks for a portfolio-level investment report. Do not use for an unrelated single-stock question or create scheduled reports unless explicitly requested.

Ownership and order

This Skill orchestrates; component Skills own their stage logic:

portfolio-parser
→ holdings validation gate
→ market-data
→ portfolio-analysis
→ optional tradingagents-cn focused deep dive
→ market-screener
→ investment-report
→ final validation

Do not skip a hard gate to produce a more complete-looking report.

Inputs

• Raw screenshot, PDF, Word, Excel/CSV, Markdown, or text holdings.
• A corrected holdings JSON from a prior stopped run.

For raw files:

python \
  skills/investment-workflow/scripts/run_investment_workflow.py \
  <holding-file>... -o <output-directory> [--live]

For manually reviewed/corrected holdings, bypass re-parsing:

python \
  skills/investment-workflow/scripts/run_investment_workflow.py \
  --holdings-json <corrected-holdings.json> \
  --confirm-holdings-reviewed \
  -o <output-directory> [--live]

Raw inputs and --holdings-json are mutually exclusive. Confirmation does not excuse missing/invalid symbols or non-positive quantities.

Hard gates

1. Parsing must produce holdings with a code or name and a positive holding quantity.
2. Image OCR always requires review against the original screenshot. On review_required or fail, the workflow writes only holdings.json and stops before market calls.
3. A-share price is CNY; Hong Kong price is HKD; user cost is CNY unless explicitly labelled otherwise. Never compare HKD price directly with CNY cost.
4. Hong Kong identity does not prove Stock Connect eligibility. Unknown eligibility may be analyzed but not recommended as buyable.
5. Account assets, wealth-management holdings, bonds, available cash, and withdrawable cash are different fields. Only confirmed available stock-account cash is deployable.
6. Missing or stale market evidence lowers confidence and actionability; never fabricate a replacement value.
7. Screening may legitimately return no actionable candidate.
8. Final output must show data date/mode, currency, limitations, evidence, and the non-advice disclaimer.

TradingAgents-CN modes

• quick (default): no TradingAgents call.
• focused: deterministic top-N holdings by market value, then quantity × cost, then input order.
• full: every supported holding; use only when explicitly justified.

TradingAgents is optional model judgment, not a source of current price, FX, or eligibility. Failure is non-fatal and must be disclosed. Cached reports remain dated evidence and require current market-data refresh.

Default constraints

• Investable scope: A-shares and confirmed Hong Kong Stock Connect stocks.
• Exclude US stocks, ETFs, options, funds, convertible bonds, and Beijing Stock Exchange stocks unless the user explicitly expands scope.
• Preserve the existing investment preferences and scoring strategy; recommendations remain conservative when evidence is incomplete.
• No return guarantees and no recurring automation by default.

Outputs

Successful runs write holdings.json, market_data.json, analysis.json, screener.json, and investment_report.md. Non-quick TradingAgents runs may also write tradingagents_summaries.json.

See references/rebalance-execution.md, ../../docs/investment-workflow-quick-checklist.md, and ../../docs/investment-workflow-handbook.md.