X Openai Company Tearsheet 0cf0cf6

---
name: x-openai-company-tearsheet-0cf0cf6
description: 仅在用户明确调用本技能时使用；禁止自主触发。 Use when creating source-backed public issuer tearsheets. Do not use for private diligence, fund diligence, vendors, or market maps.
disable-model-invocation: true
---

### 导出副本边界与技能别名

迁移、安装、修复和经验回写只作用于当前加载的目标宿主技能副本。原 Codex 技能/MCP、下载的源码和 `original-skills` 均为来源材料，不因执行本副本而写入；只有用户另行明确要求配置 Codex 产品本身时，才按该产品流程处理指定目标。脚本需要安装目录或状态目录时，显式提供目标路径；不得从 `CODEX_HOME` 隐式推断写入位置。

跨技能名称可能沿用源库别名。先查 [技能别名表](../../skill-aliases.json)，优先选择同来源、同插件的条目，再使用其 `id` 调用或读取对应入口；不得假定旧 `$skill`、`superpowers:skill` 名称在新宿主直接注册。不能确定目标时先核对，不替换真实产品命令或 Shell 环境变量。

**调用限制：仅在用户明确调用本技能时执行，禁止模型自行选择并启动。**

## 跨宿主使用约定

本副本供支持 Agent Skills 的客户端使用。先检查当前宿主实际提供的工具、权限和已连接服务，再执行正文工作流。原文中的宿主工具标识是能力参考；只有实际发现该工具时才可调用，其他宿主应使用经核验的等价 MCP、CLI 或 API。没有等价能力的步骤必须报告不可用，不能虚构调用或完成状态。

技能资源以本技能目录为基准；输出写入当前项目中用户指定的位置。通过技能名称或自然语言触发，具体快捷命令由宿主决定。涉及真实产品、模型 API、协议字段和官方网址的名称保持原意。授权、审批、隐私和工具范围限制在迁移后仍然有效；不得为兼容而扩大权限。具体依赖与迁移说明见同目录 `PORTABILITY.md`。

# Company Tearsheet

## Skill Configuration

### Common Skill Instructions

MANDATORY: Before searching connectors, retrieving evidence, or drafting output, locate the installed `public-equity-investing` router by its skill name or source manifest and read its Cross-Skill Runtime Contract. Locate the plugin's `shared/plugin-routing-playbook.md` and other shared resources named below from that verified plugin root; the original `../` and `../../` paths are layout references, not guaranteed paths in a standalone export. If a required contract cannot be located, report the dependent workflow as blocked and request the resource; do not invent its contents. Locate adjacent skills through the current host's catalog before invoking them. Do not run user-context setup or inspection during ordinary workflow work; route only explicit saved-context, source-setup, onboarding, or automation-setup requests to an available `user-context` skill.

### Source Resolution

Load `../../resources/plugins-6ebaff11/plugins/public-equity-investing/shared/workflow-source-resolution.md`. Resolve only the catalogued source categories needed for the current tearsheet. Prefer a user-named source first, then one available app, connector, file, export, or pasted input that satisfies the category. Attempt the smallest useful native read only when the workflow needs that source. If a route needs auth, connection, or setup, state the practical limitation and continue from prompt context, active artifacts, pasted or exported material, and public sources when the tearsheet can still be useful. Do not inspect unrelated source categories, run broad source setup, write connector readiness, or create, read, migrate, or update `category-state.json`.

The runtime source categories below cover the catalogued Public Equity Investing sources. Use `references/source-and-evidence.md` for the broader evidence hierarchy and freshness rules.

### Workflow Sources

When this skill uses a source category, use it for the following information. These are semantic source categories, not fixed connector names.

- `company_filings_ir`: filings, IR materials, reported financials, and issuer disclosures needed for the factual baseline.
- `earnings_transcripts_presentations`: transcripts, presentations, events, and recent management commentary when they materially change the issuer read.
- `internal_research`: internal notes, expert context, prior research, and team discussions when they materially improve the baseline.
- `portfolio_models_trackers`: portfolio context, watchlists, models, and thesis trackers only when they materially change the investor lens or downstream route.
- `market_data_estimates`: market data, consensus, estimates, ownership, positioning, and provider exports needed for valuation context and freshness checks.

## Relevant Dependency Categories

These are the source categories most likely to matter for this workflow. Use the router contract to resolve only the categories the task actually needs, prefer user-named sources first, and state any material source limitation.

- `Market Data & Estimates`
- `Company Filings & IR`

## Deliverable Intake

Before source gathering or analysis for a new substantive hero deliverable, load the resolved `shared/deliverable-intake-policy.md` and use an available structured user-input capability, or a concise chat question, for materially unresolved format, depth, audience/use, or focus choices. Inspect the current tool schema before calling it; a tool named `request_user_input` is not assumed to exist on every host. When the user explicitly requests HTML for a tearsheet, that resolves the presentation surface to a polished standalone HTML tearsheet; ask only remaining material choices and do not treat HTML as a request for a standardized dashboard. Reuse resolved preferences in downstream steps; when acting only as input to an owning workflow, do not re-prompt.

## Purpose

Create a source-backed baseline profile for a public issuer so downstream Public Equity Investing workflows start from the same factual view. The default artifact is an issuer baseline by design, not a memo, model, pitch, or recommendation.

Use this before or inside comps, DCF, 3-statement, earnings, model update, long/short pitch, memo, meeting-prep, thesis tracker, risk/sizing, hedge, event, catalyst, equity-risk credit-signal, and deck/report workflows when a fast public profile is needed.

Use chat for quick issuer baselines. When the user explicitly requests HTML or selects HTML during intake, produce a compact polished standalone HTML tearsheet following `../../resources/plugins-6ebaff11/plugins/public-equity-investing/shared/html-artifact-standard.md`; let the issuer's business model and requested review lens determine the hierarchy. If the work expands into detailed thesis construction, scenarios, underwriting, or a full investment view, route the baseline into `initiating-coverage`, `memo-builder`, or the relevant owning workflow. Use `dashboard-builder` only when the user explicitly asks for a standardized dashboard, reusable dashboard template, or structured payload-driven render.

## Do Not Use

- Private company, sponsor-owned asset, private fund, LP/GP diligence target, vendor, customer, or commercial counterparty.
- Fund/asset-manager diligence profiles.
- Market maps, buyer lists, private-company sourcing screens, or diligence workplans.
- Full memos, valuation models, trade pitches, or investment recommendations.
- Do not compress a broader investment, earnings, comps, credit, or pitch request into a tearsheet; route to the owning full-analysis skill.

## Non-Negotiables

- Preserve source materials and user work.
- Prefer user-provided context/files, callable runtime apps/connectors when actually available, primary sources, user-provided provider exports, credible secondary sources, then labeled assumptions.
- Use `financial-source-of-truth` for source hierarchy, stale-data checks, citations, conflicts, and fact/assumption discipline.
- Use `financials-normalizer` or `excel-data-cleaner` first when source financials/tables are messy.
- Never invent missing facts, metrics, ratings, debt, valuation, ownership, customers, or KPIs.
- Label facts, calculations, estimates, management claims, user adjustments, assumptions, missing fields, and confidence.
- In a reader-facing artifact, translate internal evidence labels into plain investor language such as `Reported`, `Company-defined`, `Derived`, or `Not yet sourced`; retain exact evidence labels only in support data or when specifically requested.

## Workflow

1. **Classify profile.** Choose `public_company`, `equity_issuer_profile`, or `public_sector_peer`; identify downstream use case.
2. **Build source inventory.** Track `source_id`, source name/type, owner/provider, as-of date, retrieved-at date, period, location, freshness, and notes.
3. **Extract profile-critical facts.** Use only source-supported business, segment, geography, leadership, metrics, valuation, capital structure, KPI, recent event, risk, and evidence-gap fields relevant to the use case.
4. **Label evidence and confidence.** Use labels from `references/source-and-evidence.md` and confidence values `high`, `medium`, or `low`.
5. **Compose tearsheet.** For an HTML tearsheet, build a compact issuer baseline with an investor read, four or five decision-useful metrics, core business and earnings drivers, valuation context, concise catalysts/risks, material evidence gaps, source notes, and recommended next analytical route.
6. **Keep scope at baseline.** Do not allow a live event, long missing-data register, extensive diligence questions, or scenario work to overwhelm the issuer baseline. Escalate to an owning full-analysis workflow when that additional work becomes central.
7. **Run QC.** Confirm identity, periods, units, currency, sources, confidence, stale/conflicting data, derived-calculation support, and reader-facing legibility.

## Deterministic Helpers

```bash
python scripts/validate_tearsheet_json.py path/to/tearsheet.json
python scripts/build_tearsheet_markdown.py path/to/tearsheet.json output.md
```

The helpers validate/render structured inputs. They do not fetch data or replace source review. Raw JSON and generated Markdown are support or renderer-input artifacts unless the user explicitly asks for those formats.

For standardized dashboard handoffs only, use `references/DASHBOARD_PACK.md`. `company-tearsheet` owns the issuer baseline and source confidence; `dashboard-builder` owns the shared shell/rendering/QA. Build a `public_equity_investing_dashboard.v1` payload as an internal renderer input, and keep JSON/Markdown support files behind the HTML artifact unless explicitly requested.

## When To Invoke Support

Load `shared/support-layer-routing-contract.md` when support services are needed. Use `financial-source-of-truth` for source hierarchy, stale data, conflicts, and fact/assumption labels; use `financials-normalizer` or `excel-data-cleaner` before using messy financials, ownership tables, market/security data, or KPI exports. Support artifacts stay secondary to the tearsheet, dashboard/report, or downstream owning workflow.

## Output Contract

User-facing response:

1. Tearsheet created: entity, profile type, scope, sources, as-of date.
2. Key takeaways: 3-5 bullets with estimates/assumptions marked.
3. Metric table: decision-useful metrics with period, units, source, confidence.
4. Risks/gaps: stale data, conflicts, missing facts, evidence flags.
5. Recommended next step or downstream handoff.

For a standalone HTML tearsheet, keep the first-read structure compact:

1. Investor read and four or five high-signal metrics.
2. Earnings-driver table or compact driver cards.
3. Use the visible heading `Valuation Context` or `Trailing Valuation Snapshot` when only historical or derived multiples are supported. Do not include `Debate` in the heading unless forward estimates, peer comparisons, target-price evidence, or explicit market expectations are sourced.
4. Concise catalyst-and-risk matrix.
5. Material evidence gaps, source ledger, and next analytical route.

Do not expand the tearsheet into a full initiation report, long diligence-question set, scenario package, or recommendation merely because HTML space is available.

## HTML Guidance

When HTML is requested or selected, load `../../resources/plugins-6ebaff11/plugins/public-equity-investing/shared/html-artifact-standard.md` and apply these workflow-specific rules:

- Lead with the factual investor read and the core earnings-driver question; the issuer baseline and earnings drivers are the primary objects.
- Prefer four or five distinct metric tiles, one earnings-driver comparison object, one compact valuation-context object, and one catalyst/risk object over repeated dashboard panels.
- When a current transaction, rumor, regulatory item, or other live event is material but not the requested focus, feature it in the investor read and catalyst/risk section and identify missing primary evidence in the evidence-gaps block. Do not thread it through earnings drivers, valuation, and multiple summary panels unless it directly changes those analyses.
- Keep missing ownership, positioning, factor, or consensus fields visible through a compact evidence-gaps block; do not render a long table of unsourced fields unless those fields are the requested diligence focus.
- Render visible evidence posture in plain language rather than internal labels such as `fact_source_reported` or `missing_required_source`.
- Keep citations traceable but readable: do not fragment tickers, years, dates, numeric ranges, metric names, or product labels into separately linked tokens.
- Visually inspect local HTML using an available browser MCP, CLI, or automation library that can access the local artifact and capture screenshots; prefer a local headless browser when supported. Iterate on hierarchy, density, clipping, citation rendering, and whitespace before delivery. If the host cannot render or capture the file, report visual QA as blocked rather than claiming inspection.

## Reference Map

- `references/source-and-evidence.md`: source hierarchy, citations, stale-data, labels, conflicts.
- `references/profile-templates.md`: one-page and profile-specific templates.
- `references/metric-library.md`: metric categories, `sector-context-overlay` guidance, KPI guidance.
- `references/quality-checks.md`: profile QC checks.
- `references/integration-guide.md`: Public Equity Investing handoffs.

## Public Equity PM Judgment Layer

For substantial tearsheets, load `shared/pm-judgment-heuristics.md` before finalizing. Audience modes: `long_only_pm`, `long_short_hf`, `sell_side_research`, `etf_index_diligence`, `public_equity_diligence`.

Use-case modes: `long_only_baseline`, `hf_baseline`, `sell_side_coverage_starter`, `etf_index_constituent_profile`, `public_diligence_baseline`.

Required PM judgment:
- Keep the tearsheet factual, but make the next analytical route obvious.
- Include investor-useful fields when available: market cap, enterprise value, float, ADV/liquidity, index membership, ETF/passive ownership and flow relevance, top holders, short interest, borrow/crowding, factor exposure, ownership concentration, governance, capital allocation, sell-side coverage, consensus setup, balance-sheet risk, and key operating KPIs.
- Always identify unavailable or stale ownership, positioning, borrow, liquidity, factor, and consensus fields with an as-of/source requirement rather than silently omitting them. In reader-facing HTML, consolidate non-central missing fields into a compact evidence-gaps block instead of displaying a long low-information register.
- Do not turn a tearsheet into a recommendation; route investment decisions to initiating coverage, memo-builder, long-short-pitch, or thesis-tracker.