The operating sequence
Identity → evidence → calculation → review.
Follow this order even when the question sounds simple. It prevents an ambiguous ticker, stale source, wrong market calendar, or unsupported formula from becoming confident model prose.
Choose one market track
Start with CN, US, or HK. The active navigation track changes interaction defaults; it never relabels source evidence or silently switches provider, calendar, or persisted state.
Resolve the exact listing
Identify the venue, board, share class, symbol, currency, and effective date before asking for prices, filings, or calculations.
Declare the source
Select a configured provider or a bounded user-owned import explicitly. There is no silent provider fallback and no cross-track substitution.
Inspect evidence before inference
Ask Pi to show source, timestamps, freshness, units, adjustment, quality, entitlement, gaps, and receipt identifiers before analysis.
Calculate through typed tools
Use the calculation tools for technicals, fundamentals, valuation, risk, factors, scenarios, and replay instead of asking the model to improvise arithmetic.
Plan and simulate only
Plans and simulations are local evidence. They never become executable orders and never grant a brokerage write capability.
Persist a receipt-backed review
Journal the decision, source receipts, assumptions, unknowns, and outcome so a later session can resume without inventing history.
Execute elsewhere
The user places and manages every real order through separate means. Pi Sparkles cannot place, route, cancel, replace, or otherwise mutate a paper or live order.
Install the all-in-one package
Use the verified T1–T6 npm release.
Version 0.1.5 contains all 135 ProductUseful proposals behind one Pi entrypoint, including the complete T6 three-track tape review, local possible-fill simulation, compliance, non-executable handoff, and external-receipt reconciliation workflow.
pi install npm:@pi-sparkles/pi-sparkles@0.1.5
export AGENT_CONTACT="ops@example.com"
pi --finance-track=cnThen run /finance-setup and /finance-track before any fetch. The install page covers optional credentials, artifact verification, and the source-checkout aggregate.
Questions the kit can evidence
Ask for a market, not a plugin name.
CN
- Is 600519 in session today on the SSE main board, and what price-limit profile applies?
- Should I buy 600519 now? Show quote, bounded daily history, and SMA/RSI/ATR before any view.
- Screen ChiNext names that already have exact caller-supplied decimal predicates. Do not rank them.
- Journal this simulated plan against the last completed daily bar. Keep execution outside Pi.
US
- Resolve AAPL to an exact NYSE or Nasdaq listing, then search SEC without guessing a CIK.
- Preserve every XBRL accession and duplicate for the latest 10-K revenue fact.
- Queue /us-research AAPL 10-K and refuse any mismatched receipt.
- Bind this point-in-time universe and reproduce the declared backtest from its canonical manifest.
HK
- Resolve 0700 as XHKG, keep the five-digit code, and show the evidenced board lot.
- Is this a published HKEX half-day? A daily bar must not claim the shortened session is complete.
- Compare the A-share and H-share legs without converting currency or relabelling either receipt.
- Read the GEM Board Meeting Notifications page only for result-related meeting start dates.
Your first session
Make Pi inventory the safe path first.
This opening request establishes the track and available configuration without letting a provider choice happen implicitly.
Show the Pi Sparkles finance capability inventory. Do not reveal environment values. Ask me to choose CN, US, or HK, then list only the configured read-only sources for that track. Do not fetch data or infer a provider.
Pick a route
Three markets, three honest starting points.
CN equity track →
The most complete starting route: exact A-share identity, reviewed market calendars and rules, daily market evidence, CNINFO/Tushare event inputs, research, planning, simulation, and journaling.
United StatesUS equity track →
A primary-document route from exact US listing and venue context through SEC filings, exact XBRL facts, fundamentals, valuation, ownership, thesis, portfolio review, and point-in-time research.
Hong KongHK equity track →
A separately labelled HK route for listing context, HKEX calendar and rules, daily evidence, disclosures, board lots, ownership, Stock Connect facts, and A/H comparisons. It does not claim a duplicated end-to-end tier journey.
How tiers enter a session
Use only the depth the decision needs.
There are six role products, not eighteen track copies. The tier manual has the anchor journey and opening prompt for each one.
Observe & plan
Swing trader · 45 pluginsResolve the listing, establish market time and rules, acquire daily evidence, calculate technicals, and record a simulated plan.
Research
Long-term investor · 45 pluginsMove from primary filings and ownership evidence to fundamentals, comparisons, valuation, thesis, and a cited report.
Monitor
Portfolio manager · 11 pluginsImport holdings, measure risk and attribution, maintain watchlists, and audit alerts and state changes.
Test
Quant researcher · 7 pluginsBind point-in-time data, calculate declared factors, replay events, compare trials, and reproduce backtests.
Broaden
Multi-asset researcher · 16 pluginsAdd rates, FX, funds, fixed income, derivatives, commodities, crypto, and separately labelled global comparisons.
Review the tape
Three-track day trader · execution review · 11 pluginsReview separately labelled CN, HK, and US transaction-tape capability packets, apply shared sequence, gap, reset, correction, and bounded-stream laws, simulate named possible fills locally, evaluate compliance, create a non-executable handoff, and reconcile content-bound external receipts.
Operator commands
Inventory before you fetch.
A short slash surface covers setup, track switching, identity search, and queued research. The full list is on the command page.