stock-research-enlisted

# stock-research-en (English mirror) Cross-MCP equity research skill that chains schwab-marketdata-mcp + sec-edgar-mcp + polygon-news-mcp into multi-step playbooks for the kevinkda/stock-personal investment workflow. ## When to use this skill Use this skill when the user requests a research workflow that **spans multiple data sources**: - Shakeout signal + news sentiment overlay → `shakeout-with-news` playbook - Insider trading anomaly alert → `insider-alert` playbook - Earnings preview (IV-rank-aware positioning brief) → `earnings-preview` playbook If only a single MCP server is needed, prefer the per-server skill: - `schwab-marketdata-ops` / `schwab-marketdata-workflows` - (future) `sec-edgar-ops` / `polygon-news-ops` ## Activation handshake (mandatory) 1. Call `schwab-marketdata-mcp.health_check()`; verify `overall_status == "healthy"` and `server_version` satisfies `>=0.4,<0.5`. 2. Call `sec-edgar-mcp.health_check()`; verify `user_agent_configured` and `server_version` satisfies `>=0.2,<0.3`. 2.5. Verify the sec-edgar server-side UA reachability. Read the `sec_ua_reachable.status` field returned by `health_check()` (v0.2.0+, third layer of the R7 three-layer defence): - `ACCEPTED` → ✅ SEC actually accepts the configured UA; continue. - `REJECTED_HTML_403` → ❌ STOP and tell the user to change `SEC_EDGAR_USER_AGENT` in `sec-edgar-mcp/.env` to a real reachable email and reload Cursor (SEC fair-use policy has deny-listed the current UA