SCENARIO / LEVEL 2
资料检索与研究 Skills
Research
文献调研、信息检索与总结归纳
资料检索与研究 的 Skills 5533
knowledge-recall
Find and answer from saved Knowledge vault pages with source citations. Use for questions about stored documents, meetings, people, or projects; not for recalling conversation history or searching the web.
knowledge-ingest
Ingest documents, articles, conversations, or supplied text into Knowledge with retained originals, sourced claims, entity updates, source notes, and cross-links; also learn durable lessons from a set of conversations, transcripts, or past sessions (/learn), including the Learn from conversations and Learn from Memory scribes. Routes meetings to knowledge-meeting-ingest and short thoughts to knowledge-capture.
knowledge-claim-consolidation
Review and consolidate Knowledge claims over a chosen scope - the unlinked residue after relinking, the claims on one hub or over-budget page, or the claims about one subject since a date. File claims on their most specific subject page, create pages for substantial subjects, retire duplicates, supersede status snapshots and replaced claims by an existing claim, and fold durable outcomes into page State. Use for claim cleanup, consolidation, or the Knowledge Consolidation scribe.
summarize
Summarize or transcribe URLs, YouTube/videos, podcasts, articles, transcripts, PDFs, and local files.
knowledge-source-ingest
Incrementally ingest enumerable external sources into Knowledge with canonical source identity, retained snapshot manifests, overlap-aware diffing, and reconciliation of changed or deleted items. Includes a generic manifest tool and a read-only Discrawl adapter.
knowledge-meeting-ingest
Ingest meeting transcripts from any recorder into Knowledge with attendee enrichment, source notes, supported decisions and commitments, and verification of substance and sequence. Summary-only input is not a verified meeting ingestion.
knowledge-entities
Resolve and enrich Knowledge people, companies, projects, and concepts during an authorized ingestion or entity update, with sourced State, source notes, and links. Read-only identity questions do not authorize writes.
knowledge-correct
Correct or withdraw specific saved Knowledge claims, explicit relationships, or pages at the user's request, preserving provenance and inspecting affected knowledge. Use for “that's wrong”, “retract that”, or a Knowledge chat reference; not automatic contradiction resolution or physical erasure.
knowledge-capture
Save durable preferences, decisions, project facts, commitments, and lessons cheaply with knowledge_remember, or short notes and page updates with attribution and readback. Use for explicit saves or agent-driven remembering when Knowledge is the selected memory provider.
knowledge-automation
Create scheduled Knowledge ingestion automations with a verified worker, private-vault authority, and an end-to-end scheduled run. Use when asked to schedule or repair recurring ingestion from any source.
sector-overview
Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
initiating-coverage
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.
earnings-analysis
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
tear-sheet
Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.
equity-research
Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.
sector-overview
Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
sector-overview
Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
earnings-analysis
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.