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Chinese/committee - 投资委员会(数据驱动版)
/committee - Investment Committee (Data-Driven Version)
让 Claude、Codex、Gemini 基于同一份客观数据独立分析,必要时交叉验证,最终提取可执行共识。
Let Claude, Codex, and Gemini conduct independent analyses based on the same objective data, perform cross-validation when necessary, and finally extract actionable consensus.
使用方式
Usage
- - 召开投资委员会
/committee - - 针对特定问题召开
/committee 红利ETF该怎么操作 - - 汇总已有的三个模型观点
/committee consensus
- - Convene an investment committee
/committee - - Convene for a specific question
/committee How to operate dividend ETFs - - Summarize existing viewpoints from the three models
/committee consensus
执行步骤(建议增强版)
Execution Steps (Recommended Enhanced Version)
0. 选择模式
0. Select Mode
- 简版:一轮独立分析 → 汇总共识
- 增强版:R1 独立分析 → R2 交叉验证 → 汇总共识
- 默认:询问用户;未指定时使用增强版
- Simplified Version: One round of independent analysis → Summarize consensus
- Enhanced Version: R1 Independent Analysis → R2 Cross-Validation → Summarize consensus
- Default: Ask the user; use the enhanced version if not specified
第一步:准备统一输入数据
Step 1: Prepare Unified Input Data
- 获取市场数据
bash
cd "股市信息" && python3 scripts/fetch_market_data.py脚本已支持(MA/RSI/MACD/区间位置)。如太慢可在technicals里关闭。MODULES
-
读取上下文 读取,并补充
股市信息/Config/Context.md、Profile.md、Principles.md的风险偏好与约束Insight.md -
确定今日决策问题 询问用户今天想让委员会讨论什么问题
-
生成输入文件 将以上内容整合,保存到
股市信息/Committee/Input/YYYY-MM-DD-Input.md
- 使用模板:
Committee/Templates/prompt_template.md - 必须包含“数据质量清单”,明确缺失字段(估值/资金/技术等)
- 输出中
fetch_market_data.py/holdings的watchlist与成交数据必须纳入technicals
- Obtain Market Data
bash
cd "Stock Market Info" && python3 scripts/fetch_market_data.pyThe script supports(MA/RSI/MACD/range position). If it's too slow, you can disable it intechnicals.MODULES
-
Read Context Read, and supplement risk preferences and constraints from
Stock Market Info/Config/Context.md,Profile.md, andPrinciples.mdInsight.md -
Determine Today's Decision Question Ask the user what issue they want the committee to discuss today
-
Generate Input File Integrate the above content and save it to
Stock Market Info/Committee/Input/YYYY-MM-DD-Input.md
- Use template:
Committee/Templates/prompt_template.md - Must include a "Data Quality Checklist", clearly indicating missing fields (valuation/capital/technical, etc.)
- and transaction data of
technicals/holdingsfrom the output ofwatchlistmust be includedfetch_market_data.py
第二步:Round1 独立分析
Step 2: Round1 Independent Analysis
基于输入数据,按 输出:
Committee/Templates/opinion_template.md- 市场整体判断
- 持仓信号矩阵与操作建议(每个标的建议必须引用 >=2 个客观数据字段)
- 风险预警
- 回答决策问题
- 置信度自评
保存到:
Committee/Opinions/Claude.mdCommittee/Opinions/Codex.mdCommittee/Opinions/Gemini.md
Based on the input data, output according to :
Committee/Templates/opinion_template.md- Overall market judgment
- Position signal matrix and operation suggestions (each target suggestion must reference >=2 objective data fields)
- Risk warning
- Answer the decision question
- Self-assessment of confidence level
Save to:
Committee/Opinions/Claude.mdCommittee/Opinions/Codex.mdCommittee/Opinions/Gemini.md
第三步:交叉验证(增强版)
Step 3: Cross-Validation (Enhanced Version)
将 R1 观点互相提供给其他模型,要求:
- 只基于相同数据指出遗漏/误读/过度推断
- 允许调整:建议、信心、风险预警
- 输出 R2 修正表
保存到:
Committee/Opinions/Claude-R2.mdCommittee/Opinions/Codex-R2.mdCommittee/Opinions/Gemini-R2.md
Provide the R1 viewpoints to other models, requiring:
- Only point out omissions/misinterpretations/over-inferences based on the same data
- Allow adjustments: suggestions, confidence, risk warnings
- Output R2 correction table
Save to:
Committee/Opinions/Claude-R2.mdCommittee/Opinions/Codex-R2.mdCommittee/Opinions/Gemini-R2.md
第四步:汇总共识
Step 4: Summarize Consensus
当用户表示观点都已收集完成后:
-
读取观点文件 优先使用 R2;没有则使用 R1
-
逐标的对比
- 3/3 一致 → 强共识
- 2/3 一致 → 弱共识
- 各不相同 → 分歧
- 权重与风控规则
- 权重 = 置信度 × 数据完整度
- 未引用客观数据的观点降权
- 任一模型高风险预警必须纳入汇总
- 生成共识报告
按 输出并保存到
Templates/consensus_template.mdCommittee/Sessions/YYYY-MM-DD.md
When the user indicates that all viewpoints have been collected:
-
Read Opinion Files Prioritize using R2; use R1 if R2 is not available
-
Compare Target by Target
- 3/3 agreement → Strong consensus
- 2/3 agreement → Weak consensus
- All different → Disagreement
- Weight and Risk Control Rules
- Weight = Confidence level × Data completeness
- Viewpoints that do not reference objective data will be downgraded in weight
- High-risk warnings from any model must be included in the summary
- Generate Consensus Report
Output according to and save to
Templates/consensus_template.mdCommittee/Sessions/YYYY-MM-DD.md
第五步:记录待追踪建议
Step 5: Record Recommendations to Track
- 将强共识建议记录到 的“采纳记录”
股市信息/Config/Insight.md - 设置状态为“待采纳”,后续用 验证
/trade
- Record strong consensus recommendations in the "Adoption Records" section of
Stock Market Info/Config/Insight.md - Set the status to "Pending Adoption", and verify later with
/trade
输出格式要求
Output Format Requirements
- 统一使用
Committee/Templates/opinion_template.md - 字段缺失必须标注“缺失”,禁止自行补全
- 关键建议必须写“关键数据依据”
- Uniformly use
Committee/Templates/opinion_template.md - Missing fields must be marked as "Missing", self-completion is prohibited
- Key suggestions must include "Key Data Basis"
共识提取规则(补充)
Consensus Extraction Rules (Supplementary)
- 若关键数据理解不一致(如 RSI/趋势读法不同),进入“分歧区”并标明数据争议
- 若数据缺口较大,原强共识降级为弱共识
- 若出现“风险红线”(如 RSI>75 且价格远高于 MA60),须提示谨慎并降低信心
- If there is inconsistency in the understanding of key data (e.g., different interpretations of RSI/trends), enter the "Disagreement Zone" and mark the data dispute
- If there is a large data gap, the original strong consensus will be downgraded to weak consensus
- If a "risk red line" appears (e.g., RSI>75 and price is much higher than MA60), a caution prompt must be given and confidence level reduced
模板文件位置
Template File Locations
- 输入提示词模板:
Committee/Templates/prompt_template.md - 观点输出模板:
Committee/Templates/opinion_template.md - 共识汇总模板:
Committee/Templates/consensus_template.md
- Input prompt template:
Committee/Templates/prompt_template.md - Opinion output template:
Committee/Templates/opinion_template.md - Consensus summary template:
Committee/Templates/consensus_template.md