openclaw-home-pc/workspace/skills/daily-stock-analysis/references/workflow.md

Workflow (Command-First)

Use this sequence exactly.

0) Choose Execution Mode

Use script mode by default.

Switch to compatibility mode when:

• python3 is unavailable, or
• model capability is low and deterministic minimal output is preferred.

1) Resolve Instrument

• Resolve ticker, exchange, market, and next valid trading day.
• If ticker is ambiguous, stop and ask user.

2) Plan Files and History

Run:

python3 {baseDir}/scripts/report_manager.py plan \
  --workdir <working_directory> \
  --ticker <TICKER> \
  --run-date <YYYY-MM-DD> \
  --versioning auto \
  --history-limit 5

Use returned JSON fields:

• selected_output_file
• requires_user_choice
• history_files
• legacy_files

If requires_user_choice=true, ask user overwrite vs new_version. Read only history_files returned by script (default max 5).

3) Legacy Compatibility (Optional Migration)

• Read legacy files from legacy_files for review history.
• If user agrees to migrate, run:

python3 {baseDir}/scripts/report_manager.py migrate \
  --workdir <working_directory> \
  --file <ABS_PATH_1> --file <ABS_PATH_2>

Security: only process files under working_directory.

4) Collect New Data

• Use references/sources.md tier priority.
• Use references/search_queries.md templates.
• For critical values, cross-check with at least 2 sources.

5) Compute Accuracy via Script

Run:

python3 {baseDir}/scripts/calc_accuracy.py \
  --workdir <working_directory> \
  --ticker <TICKER> \
  --windows 1,3,7,30 \
  --history-limit 60

Use script output to fill rolling accuracy fields.

6) Generate Report

• Render with references/report_template.md.
• Keep all required frontmatter keys.
• Include improvement_actions.

7) Persist and Return

• Save to selected_output_file from step 2.
• Return summary + absolute file path + pending/blocked status.

8) Recommended Operation

Use recurring weekday schedule to stabilize review windows and success rate.

Compatibility Mode (Fallback)

When scripts cannot run:

1. Manually locate report files only under working_directory.
2. Read at most 3 recent same-ticker reports.
3. Collect minimal sources:

• one official disclosure source
• one reliable market data source

4. Produce minimal output:

• recommendation
• pred_close_t1
• prior review metrics (if available)
• one improvement_action

5. Save report in canonical reports directory using standard filename rules.