public-equity-research: Skill for Claude Code

Data Manager — SKILL.md

Role: Step 10 (post-analysis persistence) + Workflow 3 (portfolio & watchlist management) Triggered by: CLAUDE.md after Step 9 (quality check) for persistence; directly for Workflow 3 commands Reads: run-local analysis-result.json, optional run-local evidence-pack.json, optional run-local context-budget.json, output/watchlist.json, output/portfolio.json Writes: Snapshot files, output/watchlist.json, output/portfolio.json, output/catalyst-calendar.json References: references/snapshot-schema.md, references/watchlist-schema.md, references/portfolio-schema.md, references/catalyst-schema.md

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Part A — Step 10: Post-Analysis Persistence

Run after Step 9 (quality check passes or flags applied).

Step 10.1 — Save Snapshot

python .claude/skills/data-manager/scripts/snapshot-manager.py save \
  --ticker {ticker} \
  --data-file output/runs/{run_id}/{ticker}/analysis-result.json

Expected output: confirms output/data/{ticker}/snapshots/{snapshot_id}/analysis-result.json created, sibling artifacts such as validated-data.json, evidence-pack.json, context-budget.json, and raw artifacts promoted when present, and output/data/{ticker}/latest.json updated as a pointer.

Snapshots persist thesis_pillars[] when present in analysis-result.json. Legacy or analyst-missing pillars default to an empty list, but Mode A/C/D analyses should emit 3-5 falsifiable pillars.

If script fails because the input is not schema-compliant, run:

python .claude/skills/data-validator/scripts/validate-artifacts.py --artifact-type analysis-result --input output/runs/{run_id}/{ticker}/analysis-result.json

If legacy artifacts must be persisted temporarily, use --skip-validation explicitly and treat the snapshot as a compatibility fallback.

Step 10.2 — Update Watchlist Entry (if ticker in watchlist)

Check if ticker exists in output/watchlist.json. If yes:

python .claude/skills/data-manager/scripts/watchlist-manager.py update-snapshot \
  --ticker {ticker} \
  --snapshot-path output/data/{ticker}/snapshots/{snapshot_id}/analysis-result.json