How to read the stack
One acceptance profile per tier.
Shared calculations, receipts, and Pi shells are implemented once. Track-owned adapters exist only when identity, calendar, source, entitlement, or correction semantics genuinely differ. A ProductUseful CN swing journey does not prove a US swing product, and a US filing journey does not prove a CN investor product.
- T1 anchors on CN daily observation, planning, and journaling. HK and US tools remain separately labelled.
- T2 anchors on US/SEC primary documents. CN and HK research tools stay isolated contracts.
- T3 is one mixed imported portfolio whose legs stay labelled.
- T4 is one US point-in-time dataset and replay journey.
- T5 is global and cross-market. It is not an equity track.
- T6 is one composed day-trader lane that still requires independently labelled CN, HK, and US tape-packet legs.
Experimental describes existing package behavior. ProductUseful applies only to a whole role tier with a supported repeatable input path and a complete professional journey. Version 0.1.5 publishes T1 through T6 as ProductUseful.
T1 · 45 proposals
Observe & plan
A CN swing trader can select an exact listing; acquire supported daily market, calendar, rule, universe, event, classification, and provenance inputs; screen and inspect it; calculate technicals; create and simulate a plan; and resume an auditable journal-backed review loop.
Set the active track to CN. Resolve 600519 to an exact SSE listing and board. Show the selected calendar and rule receipts, then acquire one bounded completed-daily OHLCV series from an explicitly selected provider. Calculate SMA, RSI, and ATR from those rows. Draft a risk-aware plan and simulate it against the last completed bar. Do not place or imply an order.
T2 · 45 proposals · depends on T1
Research
A US long-term investor can complete a cited company review from original filings and exact accounting, ownership, and event evidence through normalized fundamentals, comparisons, valuation, quality, growth, governance, thesis, and a reproducible research report.
Set the active track to US. Resolve AAPL to an exact venue listing. Use SEC primary sources for the company review, preserve every accession and duplicate, list unknown facts, then compose a cited source-fact brief. Do not flatten XBRL lexemes or invent a thesis from missing periods.
T3 · 11 proposals · depends on T1, T2
Monitor
A portfolio owner can import and reconcile holdings, calculate risk, scenario, attribution, rebalance, and tax-lot facts, define durable monitors, receive separately authorized alerts, resume across sessions, and audit every state and notification event.
Import this bounded caller-owned holdings file. Keep every CN, HK, and US leg labelled. Reconcile identity and currency conflicts without aggregating them away, then calculate long-only single-currency exposure, weight, and signed heat from the supplied facts only.
T4 · 7 proposals · depends on T1
Test
A quant researcher can bind a point-in-time universe and dataset, calculate explicit market, factor, and event features, execute bounded replay and backtests, compare declared trials, and reproduce the complete run from canonical manifests without survivorship, vintage, or experiment-ledger ambiguity.
Verify this canonical dataset manifest and its OHLCV gap projection. Bind the declared point-in-time universe, run only the explicitly requested core metric, and export a definition-bound reproduction manifest. Do not search parameters or prefer a run.
T5 · 16 proposals · depends on T1
Broaden
A multi-asset researcher can identify exact fund, bond, convertible, option, future, commodity, crypto, macro, rate, and FX legs; acquire supported source evidence; run the reviewed calculations; and compose separately labelled global comparisons without equity-track leakage.
Identify this instrument as an exact non-equity leg. Keep its source, currency, calendar, and units labelled separately from any CN, HK, or US equity observation. Acquire only the configured adapter for that leg, then compare it to an equity series without relabelling either side.
T6 · 11 proposals · depends on T1, T3, T4
Review the tape
A day trader can inspect an exact bounded transaction-tape packet from an explicit external provider capability, run the shared session workflow, simulate action locally, review read-only account and externally executed fill evidence, evaluate supplied compliance rules, export a non-executable handoff, and reconcile imported receipts.
Review this caller-supplied CN transaction-tape capability packet. Keep provider, venue, rights, sequence, clocks, conditions, recovery, and limitations explicit. Simulate named possible fills locally against the supplied prints. Do not treat a print as an observed broker fill and do not mutate an account.
Use only the depth you need
The all-in-one package still waits for the question.
Installing T1 through T6 does not mean every session should run tape review or a backtest. Follow identity → evidence → calculation → review, and stop when the decision has receipts. Browse the plugin catalog when you need a specific tool name.