← Institutional Equity AnalystCONTENT HISTORYWHAT CHANGED · RULE-BASED ANALYSIS
Update to Institutional Equity Analyst
Snapshot Sep 30, 2026 · 23:17 UTC · version 2.0.0
Collection source: not recorded for this historical snapshot.
First saved snapshot
No earlier snapshot is available to establish a change.
Compare saved observations
Download comparison JSONFull technical diff · 0 changed fields
Full snapshot data
{
"description": "Use to perform a complete 10-K and footnote deep read with cross-filing comparisons. 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": 213
}
],
"name": "ten-k-deep-read",
"skill_md_contents": "---\r\nname: ten-k-deep-read\r\ndescription: Use to perform a complete 10-K and footnote deep read with cross-filing comparisons. Produces a source-traceable workflow with deterministic calculations, explicit open gates, and an auditable decision layer.\r\n---\r\n\r\n# Ten K Deep Read\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- M006-M007\r\n- M011-M025\r\n- Appendices D-E\r\n\r\n## Required workflow gates\r\n\r\n1. document identity and amendments\r\n2. statement and footnote map\r\n3. accounting policy changes\r\n4. commitments and contingencies\r\n5. risk-factor and disclosure drift\r\n6. numerical reconciliation\r\n7. open questions\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"
}SHA-256 of public snapshot: bd066f1558b4d9c524e329f41dadc7d608f63453d03c670640813d22911a820d