Update to Institutional Equity Analyst

{
  "description": "Use for zero-to-expert analyst training, deliberate practice, certification, drills, casebooks, reviewer question banks, and mastery assessment.",
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  "skill_md_contents": "---\r\nname: analyst-training\r\ndescription: Use for zero-to-expert analyst training, deliberate practice, certification, drills, casebooks, reviewer question banks, and mastery assessment.\r\n---\r\n\r\n# Analyst Training\r\n\r\nUse this skill when the request matches the description above. Explicit user instructions determine scope and output format. Do not silently weaken source, calculation, falsification, or completion controls required by the loaded manual references.\r\n\r\n## Mandatory references\r\n\r\n- Modules: M069, M070\r\n- Appendices: Appendix A, Appendix J, Appendix K, Appendix M\r\n- Master Labs: Master Lab 12, Master Lab 13, Master Lab 14\r\n- Operating rules: `references/operating-rules.md`\r\n\r\nThe bundled DOCX is the canonical methodology. The Markdown files in `references/` are retrieval-oriented mirrors generated from that source. If an extracted reference appears malformed or ambiguous, consult the canonical DOCX when available rather than inventing missing content.\r\n\r\n## Training workflow\r\n\r\n1. Diagnose the learner's current level from demonstrated work, not tenure or self-rating.\r\n2. Assign progressive filing, accounting, modeling, valuation, industry, forensic, risk, and communication exercises from the bundled references.\r\n3. Require reproducible work products, closed-book drills where specified, reviewer challenge, and documented error reduction.\r\n4. Advance responsibility only after the pass standard is demonstrated.\r\n5. Use the final self-audit and mastery rubric for certification, while preserving the learner's error log and repeated-error rate.\r\n\r\n## Evidence and output controls\r\n\r\n- Distinguish reported facts, management claims, external estimates, analyst calculations, and analyst judgments.\r\n- For current claims, verify freshness and state the as-of date.\r\n- Cite material factual inputs to the actual source used.\r\n- Recalculate important arithmetic rather than copying unexplained outputs.\r\n- State unresolved questions and the strongest contrary case.\r\n- Define specific falsification or thesis-break evidence for material conclusions.\r\n- Do not execute securities transactions.\r\n\r\n## V2 live-research and audit controls\r\n\r\nFor current-company work, read ../../references/v2/source-policy.md before research. Deep work must also use ../../references/v2/evidence-system.md, ../../references/v2/state-and-gates.md, and ../../references/v2/audit-protocol.md. Use the V2 schemas and deterministic scripts where applicable. Do not claim completion while a mandatory dependency, material contradiction, stale critical input, or unreconciled calculation remains open.\r\n"
}