skills/management-review/SKILL.md

---
name: management-review
description: Use to evaluate management credibility, incentives, capital allocation, governance, and prediction history. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.
---

# Management Review

Use this workflow only when it matches the user's requested scope. The original manual in ../../canonical is authoritative and must not be condensed away.

## Read first

- ../../references/v2/source-policy.md
- ../../references/v2/evidence-system.md
- ../../references/v2/state-and-gates.md
- ../../references/v2/audit-protocol.md
- ../../references/v2/confidence-scoring.md when scoring confidence
- ../../references/v2/research-budget-evoi.md for deep prioritization

## Canonical routing

- M010
- M036-M040
- Appendix K
- Master Lab 06

## Required workflow gates

1. prediction ledger
2. guidance accuracy
3. capital allocation scorecard
4. incentive and proxy review
5. insider and board evidence
6. credibility conclusion with counterevidence

Use the schemas in ../../schemas/v2, applicable deterministic scripts in ../../scripts, and the relevant sector model in ../../sector-models. For a current company, browsing and primary-source retrieval are mandatory. Classify each material statement, retain contrary evidence, and state the research cutoff. Run ../../scripts/research_audit.py before a completion claim. Failed mandatory gates require RESEARCH INCOMPLETE, with the missing evidence and decision impact named explicitly.

Do not execute securities transactions or present research confidence as a guarantee of investment outcome.