openorder

Name: openorder
Author: realnaka

16stars8forks

How to install openorder?

realnaka/alphaloop/openorder

$npx -y skills add realnaka/alphaloop --skill openorder

Installs into the current project.

Summary

OpenOrder — Order out of investment chaos. An AI-maintained investment research wiki that compounds your edge across every conversation. Triggers automatically on: (1) any stock ticker (US/HK/A-share/TW/JP) or company name; (2) industry/theme discussions (semiconductors, AI infra

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SKILL.md

1	# OpenOrder — Investment Research Wiki Skill
2
3	> Order out of investment chaos.
4	> An open AI-maintained research wiki that compounds your edge across every conversation.
5
6	## 1. Core Mission
7
8	OpenOrder turns scattered investment research into a persistent, compounding wiki maintained by your AI agent.
9
10	Following the [Karpathy LLM Wiki pattern](https://gist.github.com/karpathy/442a6bf555914893e9891c11519de94f):
11
12	- The agent is the maintainer; you are the prompter + source curator
13	- Knowledge is compiled once, kept fresh — not re-derived on every query
14	- The wiki is a persistent, compounding artifact — every conversation makes it smarter
15
16	Every conversation that touches a ticker / industry / earnings / framework MUST execute:
17
18	```
19	READ → REASON → WRITE → LOG → (periodically) LINT
20	↓ ↓ ↓ ↓ ↓
21	look up combine archive timeline health-check
22	existing real-time new append-only contradictions,
23	data + history insights record gaps, staleness
24	```
25
26	---
27
28	## 2. Three-Layer Architecture
29
30	```
31	${OPENORDER_HOME}/
32	│
33	├── raw/ ← Layer 1: Raw Sources (immutable, read-only)
34	│ ├── earnings/ Earnings transcripts / 8-K filings
35	│ ├── articles/ Articles, tweets, blog posts
36	│ ├── filings/ SEC 10-K/10-Q PDFs
37	│ ├── research-notes/ Raw research notes from conversations
38	│ └── README.md
39	│
40	├── [Wiki Layer] ← Layer 2: Wiki (LLM-owned, continuously maintained)
41	│ ├── INDEX.md 📌 Content index (always read first)
42	│ ├── log.md 📌 Activity log (append-only timeline)
43	│ ├── README.md
44	│ ├── companies/{TICKER}.md Company profiles
45	│ ├── industries/{NAME}/ Industry deep-dives
46	│ ├── frameworks/{NAME}.md Investment frameworks
47	│ ├── earnings/{TICKER}-{Q}.md Earnings deep-dives
48	│ ├── portfolios/{NAME}.md Portfolio configurations
49	│ └── templates/ Templates for new entries
50	│
51	└── [Schema Layer] ← Layer 3: Schema (this file)
52	~/.claude/skills/openorder/SKILL.md (or equivalent for other agents)
53	```
54
55	Layer rules:
56	- Raw is immutable: only append metadata headers; never modify content
57	- Raw must produce Wiki updates: every raw file must trigger at least one wiki page update (otherwise it's dead data)
58	- Wiki references Raw: use relative paths `[source](../raw/earnings/{TICKER}-{Q}.txt)`
59	- Schema rules everything: this `SKILL.md` defines all rules
60
61	---
62
63	## 3. Mandatory Trigger Scenarios
64
65	### 🟢 MUST trigger (no user reminder needed)
66
67	The first action MUST be `Read ${OPENORDER_HOME}/INDEX.md` when any of the following appears:
68
69	#### 3.1 Ticker / company mentions
70	- Any equity ticker: US (4-letter), HK (4-digit), A-share (6-digit + .SZ/.SH), TW (.TW/.TWO), JP (.JP), KR, etc.
71	- Any company name (English or local language)
72	- Crypto: any token symbol (BTC, ETH, SOL, etc.) or protocol name
73
74	#### 3.2 Industry / theme keywords
75	Replace this list with your own domain. Defaults below cover common AI / hard-tech / energy themes:
76	- Semiconductors: foundry, fab, EUV, lithography, advanced packaging, CoWoS, chiplet
77	- AI infra: hyperscaler capex, data center, scale-out, scale-up, NVLink, InfiniBand
78	- Photonics: optical interconnect, CPO, CW laser, EML, DFB, VCSEL, InP, SiPh
79	- Memory: HBM, HBM3E, HBM4, DDR5
80	- Energy / storage: SOFC, fuel cell, BESS, sodium-ion, long-duration storage
81	- Crypto: L1/L2, DeFi, perp DEX, stablecoin, restaking
82	- (extend with your own domain keywords in the customization layer below)
83
84	#### 3.3 Framework / methodology keywords
85	- chokepoint, bottleneck, moat, value chain, supply chain
86	- super-cycle, supply-constrained, structural shortage
87	- target price, valuation, P/E, EV/EBITDA, DCF
88	- thesis, conviction,

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openorder

16stars8forks

View on GitHub

How to install openorder?

realnaka/alphaloop/openorder

$npx -y skills add realnaka/alphaloop --skill openorder

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# OpenOrder — Investment Research Wiki Skill
2
3	> Order out of investment chaos.
4	> An open AI-maintained research wiki that compounds your edge across every conversation.
5
6	## 1. Core Mission
7
8	OpenOrder turns scattered investment research into a persistent, compounding wiki maintained by your AI agent.
9
10	Following the [Karpathy LLM Wiki pattern](https://gist.github.com/karpathy/442a6bf555914893e9891c11519de94f):
11
12	- The agent is the maintainer; you are the prompter + source curator
13	- Knowledge is compiled once, kept fresh — not re-derived on every query
14	- The wiki is a persistent, compounding artifact — every conversation makes it smarter
15
16	Every conversation that touches a ticker / industry / earnings / framework MUST execute:
17
18	```
19	READ → REASON → WRITE → LOG → (periodically) LINT
20	↓ ↓ ↓ ↓ ↓
21	look up combine archive timeline health-check
22	existing real-time new append-only contradictions,
23	data + history insights record gaps, staleness
24	```
25
26	---
27
28	## 2. Three-Layer Architecture
29
30	```
31	${OPENORDER_HOME}/
32	│
33	├── raw/ ← Layer 1: Raw Sources (immutable, read-only)
34	│ ├── earnings/ Earnings transcripts / 8-K filings
35	│ ├── articles/ Articles, tweets, blog posts
36	│ ├── filings/ SEC 10-K/10-Q PDFs
37	│ ├── research-notes/ Raw research notes from conversations
38	│ └── README.md
39	│
40	├── [Wiki Layer] ← Layer 2: Wiki (LLM-owned, continuously maintained)
41	│ ├── INDEX.md 📌 Content index (always read first)
42	│ ├── log.md 📌 Activity log (append-only timeline)
43	│ ├── README.md
44	│ ├── companies/{TICKER}.md Company profiles
45	│ ├── industries/{NAME}/ Industry deep-dives
46	│ ├── frameworks/{NAME}.md Investment frameworks
47	│ ├── earnings/{TICKER}-{Q}.md Earnings deep-dives
48	│ ├── portfolios/{NAME}.md Portfolio configurations
49	│ └── templates/ Templates for new entries
50	│
51	└── [Schema Layer] ← Layer 3: Schema (this file)
52	~/.claude/skills/openorder/SKILL.md (or equivalent for other agents)
53	```
54
55	Layer rules:
56	- Raw is immutable: only append metadata headers; never modify content
57	- Raw must produce Wiki updates: every raw file must trigger at least one wiki page update (otherwise it's dead data)
58	- Wiki references Raw: use relative paths `[source](../raw/earnings/{TICKER}-{Q}.txt)`
59	- Schema rules everything: this `SKILL.md` defines all rules
60
61	---
62
63	## 3. Mandatory Trigger Scenarios
64
65	### 🟢 MUST trigger (no user reminder needed)
66
67	The first action MUST be `Read ${OPENORDER_HOME}/INDEX.md` when any of the following appears:
68
69	#### 3.1 Ticker / company mentions
70	- Any equity ticker: US (4-letter), HK (4-digit), A-share (6-digit + .SZ/.SH), TW (.TW/.TWO), JP (.JP), KR, etc.
71	- Any company name (English or local language)
72	- Crypto: any token symbol (BTC, ETH, SOL, etc.) or protocol name
73
74	#### 3.2 Industry / theme keywords
75	Replace this list with your own domain. Defaults below cover common AI / hard-tech / energy themes:
76	- Semiconductors: foundry, fab, EUV, lithography, advanced packaging, CoWoS, chiplet
77	- AI infra: hyperscaler capex, data center, scale-out, scale-up, NVLink, InfiniBand
78	- Photonics: optical interconnect, CPO, CW laser, EML, DFB, VCSEL, InP, SiPh
79	- Memory: HBM, HBM3E, HBM4, DDR5
80	- Energy / storage: SOFC, fuel cell, BESS, sodium-ion, long-duration storage
81	- Crypto: L1/L2, DeFi, perp DEX, stablecoin, restaking
82	- (extend with your own domain keywords in the customization layer below)
83
84	#### 3.3 Framework / methodology keywords
85	- chokepoint, bottleneck, moat, value chain, supply chain
86	- super-cycle, supply-constrained, structural shortage
87	- target price, valuation, P/E, EV/EBITDA, DCF
88	- thesis, conviction,

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