Update to Institutional Equity Analyst

{
  "description": "Use when research depends on sector-specific KPIs, accounting traps, primary sources, leading indicators, valuation methods, stress tests, or sector failure modes across the manual sector playbooks.",
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  ],
  "name": "sector-analysis",
  "skill_md_contents": "---\r\nname: sector-analysis\r\ndescription: Use when research depends on sector-specific KPIs, accounting traps, primary sources, leading indicators, valuation methods, stress tests, or sector failure modes across the manual sector playbooks.\r\n---\r\n\r\n# Sector Analysis\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: M071, M072, M073, M074, M075, M076, M077, M078, M079, M080, M081, M082, M083, M084, M085, M086, M087, M088, M089, M090, M091, M092, M093, M094, M095, M096, M097, M098, M099, M100, M101, M102, M103, M104, M105, M106\r\n- Appendices: None\r\n- Master Labs: Master Lab 11, Master Lab 13\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## Sector workflow\r\n\r\n1. Read `references/universal/sector-playbooks-common-protocol.md` first.\r\n2. Select the sector playbook that best matches the company's economic engine, not merely its marketing label or exchange classification.\r\n3. If a company spans sectors, identify one primary playbook and load secondary playbooks only for material segments.\r\n4. Build the sector KPI history, definition register, leading-indicator dashboard, source map, accounting normalization, driver forecast, valuation, stress test, and exit-standard audit required by the chosen playbook.\r\n5. Do not compare peer KPIs until definitions, geography, product mix, accounting, and capital structure are normalized.\r\n6. End by testing the sector exit standard in the selected playbook.\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"
}