Update to Institutional Equity Analyst

{
  "description": "Use for investment memos, evidence design, charts and tables, investment committee defense, analyst communication, monitoring systems, and AI-assisted research controls.",
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  ],
  "name": "research-communication",
  "skill_md_contents": "---\r\nname: research-communication\r\ndescription: Use for investment memos, evidence design, charts and tables, investment committee defense, analyst communication, monitoring systems, and AI-assisted research controls.\r\n---\r\n\r\n# Research Communication\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: M066, M067, M068, M069, M070\r\n- Appendices: Appendix H, Appendix K\r\n- Master Labs: Master Lab 10\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## Communication workflow\r\n\r\n1. Separate the decision layer from the evidence layer.\r\n2. The decision layer should include the decision question, one-sentence thesis, variant perception, key operating drivers, valuation range, top risks, catalysts or validation timeline, thesis breaks, and what changed.\r\n3. The evidence layer should preserve source log, definitions, historical reconstruction, model schedules, contrary evidence, risk register, valuation detail, and review history.\r\n4. Do not make a persuasive narrative by deleting uncertainty or disconfirming evidence.\r\n5. Apply the investment committee question bank and completion tests before finalizing a deep memo.\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"
}