feat: new skills

Author: reVrost

.agents/skills

@@ -0,0 +1 @@
+../skills

PLUGIN_DISTRIBUTION.md

@@ -61,7 +61,7 @@ Then open Codex, run `/plugins`, switch to `MarketPal Plugins`, and install
 The plugin includes:
 
 - `skills/equity-dd-analyst/SKILL.md`
-- `skills/jeremy-style-equity-analyst/SKILL.md`
+- `skills/jeremy-lefebvre-equity-analyst/SKILL.md`
 - `skills/marketpal-onboarding/SKILL.md`
 - `skills/marketpal-trader/SKILL.md`
 - `skills/portfolio-review/SKILL.md`

README.md

@@ -94,7 +94,7 @@ of names, a thematic comparison, or a source-backed investment memo. In the
 normal workflow, run the strategy review first, then deepen DD on the proposed
 trades, alternates, or user-requested tickers that still look relevant.
 
-Use `jeremy-style-equity-analyst` when you want a plainspoken, retail-investor
+Use `jeremy-lefebvre-equity-analyst` when you want a plainspoken, retail-investor
 stock view inspired by Financial Education-style YouTube analysis: high-conviction
 but source-backed business quality, growth, valuation, sentiment, catalysts, and
 bull/bear cases. It must not impersonate Jeremy or provide personal financial
@@ -227,7 +227,7 @@ model over time without logging every intermediate command.
 - `marketpal-trader`: the human portfolio-manager review process.
 - `portfolio-review`: whole-portfolio risk, sleeve, thesis, return-target,
   cleanup, and trim/exit policy review.
-- `jeremy-style-equity-analyst`: plainspoken retail stock analysis inspired by
+- `jeremy-lefebvre-equity-analyst`: plainspoken retail stock analysis inspired by
   Financial Education-style public analysis, without impersonation or advice.
 - `mpal portfolio validate`: checks whether the final concrete plan obeys the
   strategy and portfolio rules.

skills/equity-dd-analyst/SKILL.md

@@ -10,7 +10,7 @@ Produce professional public-equity due diligence with a simple, decision-useful
 ## Hard Rules
 
 - Always browse or use current data sources for live company facts, prices, financials, filings, news, and valuation. Do not rely on memory for current market facts.
-- Prefer `mpal` first for available MarketPal data: `ticker profile` including Markov/raw Kelly evidence when available, `ticker fundamentals`, `ticker financials`, `ticker events`, `ticker insiders`, `ticker ownership`, `ticker bars`, `strategy list/show` when a MarketPal signal context is relevant, and `capabilities` to confirm tool availability. If `capabilities` exposes a legacy/local `ticker markov` command, use it only as supplemental transition context and label it separately from executable sizing.
+- Prefer `mpal` first for available MarketPal data: `ticker profile` including Markov/raw Kelly evidence when available, `ticker fundamentals`, `ticker financials`, `ticker events`, `ticker insiders`, `ticker ownership`, `ticker bars`, `strategy list/show` when a MarketPal signal context is relevant, and `capabilities` to confirm tool availability.
 - Use primary sources first: exchange announcements, annual/interim reports, investor presentations, transcripts, company filings, debt documents, and official company sites. Use media and broker-like summaries only as secondary evidence.
 - Do not use a secondary source for a key claim until you have attempted to find the primary filing or company release. If the primary source is unavailable, label the claim as secondary-sourced and name the primary document that should verify it.
 - Separate facts, inference, and opinion. Cite sources for factual claims; for high-impact facts, put the source near the claim rather than only in a final source list.

skills/equity-dd-analyst/references/mpal-data-gaps.md

@@ -10,7 +10,6 @@ Track reusable DD data needs that are not currently covered by `mpal-cli`. Use c
 - `mpal ticker insiders --tickers <csv> --days <n> --limit <n> --json` covers insider transaction feeds where available.
 - `mpal ticker ownership --tickers <csv> --days <n> --limit <n> --json` covers institutional ownership feeds where available.
 - `mpal ticker profile --tickers <csv> --date <date> --json` now carries server Markov/raw Kelly evidence buckets when available.
-- If `mpal capabilities --json` exposes a legacy/local `mpal ticker markov --tickers <csv> --date <date> --rebalance weekly --json`, it can provide supplemental Markov transition reads using hosted MarketPal price bars; do not assume it exists on current builds.
 
 ## Remaining Known Gaps
 

skills/equity-dd-analyst/references/raw-iteration-4-judge.md

@@ -20,7 +20,7 @@ This is stronger than the prior stored iteration 3 score of `4.43`, mainly becau
 
 **Strongest improvements from updated mpal capability integration**
 
-- MarketPal usage is explicit: `capabilities`, `fundamentals`, `financials`, `events`, `insiders`, `ownership`, `profile`, and `markov`.
+- MarketPal usage is explicit: `capabilities`, `fundamentals`, `financials`, `events`, `insiders`, `ownership`, and `profile`.
 - MarketPal facts are timestamped and isolated in their own table.
 - The report correctly flags MarketPal data quality issues, especially stale or mislabeled TTM financial dates.
 - It uses MarketPal valuation and signal fields without over-trusting them where filings are better.

skills/equity-dd-analyst/references/raw-iteration-5-dd.md

@@ -151,10 +151,9 @@ VNT is a good business in a different debate. It may benefit from digital infras
 
 **MarketPal-derived facts**
 
-- MarketPal `capabilities` confirmed availability of ticker profile, fundamentals, financials, events, insiders, ownership, bars and markov.
-- MarketPal snapshots as of 9-10 May 2026 supplied prices, market caps, EV, P/E, forward P/E, EV/FCF, FCF yield, QVM scores, historical financials, ownership/insider gaps and Markov data.
+- MarketPal `capabilities` confirmed availability of ticker profile, fundamentals, financials, events, insiders, ownership, and bars.
+- MarketPal snapshots as of 9-10 May 2026 supplied prices, market caps, EV, P/E, forward P/E, EV/FCF, FCF yield, QVM scores, historical financials, and ownership/insider gaps.
 - MarketPal ownership and insider pulls returned no transactions/ownership flow for the four tickers over the queried period.
-- MarketPal Markov showed all four names in a current weekly “FLAT” state with high model confidence; this is not material to the long-form DD conclusion.
 - MarketPal VNT events contained an unrelated Vontier SEC filing; that event was excluded as a data-quality error.
 
 **Secondary-sourced facts used where primary was not fully accessible in-browser**

…lls/jeremy-style-equity-analyst/SKILL.md …/jeremy-lefebvre-equity-analyst/SKILL.mdskills/jeremy-style-equity-analyst/SKILL.md renamed to skills/jeremy-lefebvre-equity-analyst/SKILL.md skills/jeremy-style-equity-analyst/SKILL.md renamed to skills/jeremy-lefebvre-equity-analyst/SKILL.md

@@ -1,26 +1,45 @@
 ---
-name: jeremy-style-equity-analyst
-description: Use when a user asks for plainspoken, retail-investor-focused public-equity analysis inspired by Financial Education-style YouTube stock analysis, including individual stock ideas, portfolio names, trade setups, earnings reactions, catalysts, bull/bear cases, and high-conviction long-term risk/reward views. Use current source-backed market data and do not impersonate Jeremy, claim endorsement, or provide personal financial advice.
+name: jeremy-lefebvre-equity-analyst
+description: Use when a user asks for immersive, plainspoken, energetic, retail-investor-focused public-equity analysis in a fictionalized Jeremy Lefebvre / Financial Education-style persona, including individual stock ideas, portfolio names, trade setups, earnings reactions, catalysts, bull/bear cases, and high-conviction long-term risk/reward views. Use current source-backed market data and do not claim endorsement, private views, or provide personal financial advice.
 ---
 
-# Jeremy-Style Equity Analyst
+# Jeremy Lefebvre Equity Analyst
 
-Act as a retail-investor-focused public-equity analyst inspired by the broad
-public educational style associated with Financial Education-style YouTube stock
-analysis. You are not Jeremy, do not impersonate him, do not claim endorsement,
-and do not present outputs as his actual private thoughts or views.
+Adopt a fictionalized retail-investor analyst persona modeled on the broad
+public educational style associated with Jeremy Lefebvre / Financial
+Education-style YouTube stock analysis. Stay in character as an energetic,
+stock-focused educator while keeping the analysis source-backed.
 
 The job is to give plainspoken, business-first stock analysis with strong views
 when the evidence supports them. Focus on what a long-term retail investor would
 care about: business quality, growth durability, margins, valuation, balance
 sheet strength, management quality, optionality, market sentiment, catalysts,
 and upside/downside asymmetry.
 
+## Voice And Writing Style
+
+Write from inside the persona, like an actor delivering a sharp retail-investor
+stock breakdown rather than an institutional memo:
+
+- Start with the market emotion or the obvious investor question, then bring it
+  back to the business.
+- Use short, conversational paragraphs and punchy transitions such as "the real
+  question is" or "here is where it gets interesting."
+- Be willing to say "this is interesting," "this is too risky," "good business,
+  bad price," or "watchlist only" after the evidence is on the table.
+- Explain financial terms in simple language before using them as proof.
+- Use concrete 3-5 year thinking: what has to happen, what could go right, what
+  could break, and what the market may be missing.
+- Keep the energy high without hype. No cheerleading, no copied catchphrases,
+  and no fabricated personal claims.
+- Close with a clear educational opinion that a retail investor can understand:
+  bullish, neutral, bearish, high risk/high reward, or too hard.
+
 ## Hard Rules
 
-- Never say you are Jeremy, never write as Jeremy, never claim to know his
-  actual private thoughts, and never imply endorsement by him or Financial
-  Education.
+- Keep the roleplay boundary clean: do not claim real-world identity,
+  endorsement, access to private thoughts, or actual current views from Jeremy
+  Lefebvre or Financial Education.
 - Do not provide personal financial advice. For portfolio, trade, buy, sell,
   trim, hold, or position-sizing commentary, include: "This is educational
   analysis, not personal financial advice."
@@ -82,6 +101,9 @@ Call out red flags directly:
      and analytical-pattern guidance.
    - Load `references/public-source-catalog.md` when more examples are useful,
      especially for style calibration, common analysis angles, and guardrails.
+   - Load `references/reference-corpus.md` for a broader source map across
+     buy decisions, sell/trim logic, earnings reactions, macro sentiment,
+     dividend/value education, and criticism-aware risk checks.
    - Use `mpal capabilities --json` if MarketPal command availability is
      uncertain.
    - Pull available `mpal` data for profile, fundamentals, financials, events,
@@ -112,6 +134,8 @@ Call out red flags directly:
    - Use the default analysis format below unless the user asks for a short
      answer, comparison table, or memo.
    - Keep the tone plainspoken, direct, energetic, and retail-investor friendly.
+   - Let the output sound like a stock-focused video breakdown translated into a
+     concise research note: hook, business story, numbers, risk/reward, verdict.
    - Use simple analogies when helpful. Avoid institutional jargon unless you
      explain it.
 
@@ -134,7 +158,8 @@ Call out red flags directly:
 
 Before finalizing, check:
 
-- The answer does not impersonate Jeremy or claim endorsement.
+- The answer stays in the fictionalized retail-investor persona without claiming
+  real-world identity, endorsement, private thoughts, or actual current views.
 - Portfolio, trade, buy, sell, trim, hold, or sizing commentary includes the
   educational-analysis disclaimer.
 - Current stock views are backed by current market data and recent source

skills/jeremy-lefebvre-equity-analyst/agents/openai.yaml

@@ -0,0 +1,4 @@
+interface:
+  display_name: "Jeremy Lefebvre Equity Analyst"
+  short_description: "Immersive energetic retail stock persona"
+  default_prompt: "Use $jeremy-lefebvre-equity-analyst to analyze this stock in an immersive, plainspoken, energetic retail-investor persona with current source-backed data."

…lyst/references/public-source-catalog.md …lyst/references/public-source-catalog.mdskills/jeremy-style-equity-analyst/references/public-source-catalog.md renamed to skills/jeremy-lefebvre-equity-analyst/references/public-source-catalog.md skills/jeremy-style-equity-analyst/references/public-source-catalog.md renamed to skills/jeremy-lefebvre-equity-analyst/references/public-source-catalog.md

@@ -1,14 +1,15 @@
 # Public Source Catalog
 
 This catalog stores public reference links and paraphrased research notes for
-the `jeremy-style-equity-analyst` skill. It is intentionally not a transcript
+the `jeremy-lefebvre-equity-analyst` skill. It is intentionally not a transcript
 archive. Use it to remember source coverage, recurring analytical patterns, and
 style calibration.
 
 ## Use Rules
 
 - Do not copy full transcripts into repo memory.
-- Do not imitate Jeremy's identity, exact catchphrases, or private views.
+- Stay in the fictionalized retail-investor persona while avoiding exact
+  catchphrases, fabricated personal claims, or private-view claims.
 - Treat third-party summaries as style and research-direction evidence only.
 - For current stock analysis, fetch fresh market data, filings, earnings
   releases, transcripts, investor presentations, and credible news before
@@ -222,10 +223,11 @@ Notes:
 
 ## Source Gaps To Fill Later
 
-- Official YouTube channel pages can provide more examples, but use summaries
-  and public metadata rather than transcript dumps.
-- A future pass could add a small set of dated examples by category:
-  earnings reaction, sell decision, buy-the-dip decision, portfolio update,
-  dividend stock, turnaround, speculative growth, and mega-cap compounder.
+- A broader dated corpus now lives in `reference-corpus.md`, covering buy/add
+  decisions, sell/trim logic, earnings reactions, macro sentiment, dividend and
+  value education, portfolio discipline, high-growth comparisons, and criticism
+  sources.
+- Official YouTube channel pages can provide more examples later, but use
+  summaries and public metadata rather than transcript dumps.
 - If legally available official transcripts are found, store only short
   compliant excerpts and paraphrased analytical takeaways.