Update to Institutional Equity Analyst

{
  "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.",
  "included_files": [
    {
      "relative_path": "agents/openai.yaml",
      "size_in_bytes": 217
    }
  ],
  "name": "management-review",
  "skill_md_contents": "---\r\nname: management-review\r\ndescription: 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.\r\n---\r\n\r\n# Management Review\r\n\r\nUse this workflow only when it matches the user's requested scope. The original manual in ../../canonical is authoritative and must not be condensed away.\r\n\r\n## Read first\r\n\r\n- ../../references/v2/source-policy.md\r\n- ../../references/v2/evidence-system.md\r\n- ../../references/v2/state-and-gates.md\r\n- ../../references/v2/audit-protocol.md\r\n- ../../references/v2/confidence-scoring.md when scoring confidence\r\n- ../../references/v2/research-budget-evoi.md for deep prioritization\r\n\r\n## Canonical routing\r\n\r\n- M010\r\n- M036-M040\r\n- Appendix K\r\n- Master Lab 06\r\n\r\n## Required workflow gates\r\n\r\n1. prediction ledger\r\n2. guidance accuracy\r\n3. capital allocation scorecard\r\n4. incentive and proxy review\r\n5. insider and board evidence\r\n6. credibility conclusion with counterevidence\r\n\r\nUse 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.\r\n\r\nDo not execute securities transactions or present research confidence as a guarantee of investment outcome.\r\n"
}