KCNyu

serenity-skill

Turn an investment agent into a supply-chain bottleneck hunter. Use this skill for source-backed investment research, live market/theme scans, AI/semi/technology value-chain mapping, A-share/HK/US stock screening, thesis stress tests, and Serenity-inspired research conversations. Trigger on requests like "用 Serenity 的方式看", "深度调研", "产业链/供应链/卡点/瓶颈", "A股 AI 半导体哪个最值得研究", "find unknown bottlenecks", "rank candidates", or "challenge this thesis". Outputs plain-language reasoning, ranked research priorities, evidence chains, risks, and next verification steps. Research support only; no trade execution.

trading

Trading analysis and education. Technical analysis, chart patterns, risk management, and position sizing for stocks, forex, and crypto.

hk-stock-analysis

Workspace-aware Hong Kong stock analysis for kcn. Routes through scripts/data/analyze_hk_stocks.py (Tencent → stooq → yfinance fallback chain) for price/技术指标/news, layered with HK-specific concepts — 南向资金, HSTECH 方向, 杠杆 ETF 衰减, 老千股警惕, T+0 无涨跌幅. Use when user asks about a HK ticker (e.g. "分析 00100", "07226 怎么样", "恒科今天"), HK book performance, or HK sector view.

Data & Documents Listed

us-stock-analysis

Workspace-aware US stock analysis for kcn. Routes through the local fetch pipeline (analyze_us_stocks.py / fetch_us_stocks.py) instead of generic web search, then layers fundamental/technical/news analysis on top. Use when user asks to analyze a US ticker (e.g. "analyze AAPL", "look at RKLB", "compare TSLA vs NVDA"), check earnings, run technicals, or write an investment report on a US name.

tavily

AI-optimized web search via Tavily API. Returns concise, relevant results for AI agents.

daily-deep-brief

kcn 每个工作日 08:00 HKT 跑一次的盘前全 swarm 深度分析。harness 化：`scripts/harness/brief_preflight.py` 跑所有确定性步骤（刷价 / FX / snapshot / HHI / SEC EDGAR / retrospective），LLM 只做 swarm 创造性（Tier 1/2/3/Judge），`scripts/harness/brief_postflight.py` 验证 + commit + 自动投递微信。**输出**：完整 markdown 落盘 `memory/{date}-pre-open.md` + 结构化 `memory/{date}-plan.json` + 紧凑微信卡 `memory/.tmp/brief-card-{date}.txt`（postflight 用 fresh token 自动投递，cron 设 delivery=none，LLM 不手动发）。**只在每日 8 点 cron 触发时使用；手动深度分析仍走 portfolio-swarm-review。**

Code & Development Listed

portfolio-swarm-review

Multi-agent swarm review of kcn's current holdings. Inspired by TauricResearch/TradingAgents framework already in workspace — three-tier analysis (analysts → bull/bear debate → risk debate + judge) with confidence scoring. Use for post-close reviews, holiday/next-session planning, pre-add sizing decisions, and any moment where a single-pass review is not enough. For lighter single-shot work, use portfolio-risk-review.

openclaw-tune

OpenClaw **system-level** maintenance — cleans sessions/.bak rotation, disk bloat under ~/.openclaw/, validates model fallback chain, audits cron health, prunes short-term-recall noise. Run after `openclaw update` or every 1-2 weeks. Different from **workspace document tune-up** (single-responsibility canonical .md files, token waste scan) which is handled by Claude auto-memory `openclaw-workspace-tuneup` — triggered when user says "优化下 openclaw 的文档/skill/canonical". This skill is for `openclaw` daemon/CLI maintenance, NOT for workspace docs.

Data & Documents Listed

portfolio-risk-review

Single-pass holdings analysis for kcn using workspace files and the local fetch chain. Use for portfolio review, position risk ranking, US-HK cross-market read, leverage ETF risk assessment, and one-shot actionable reports based on portfolio.json plus fresh quotes from scripts/data/analyze_us_stocks.py / analyze_hk_stocks.py.