committee

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Original

English
🇨🇳

Translation

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

  • /committee
    - 召开投资委员会
  • /committee 红利ETF该怎么操作
    - 针对特定问题召开
  • /committee consensus
    - 汇总已有的三个模型观点
  • /committee
    - Convene an investment committee
  • /committee How to operate dividend ETFs
    - Convene for a specific question
  • /committee consensus
    - Summarize existing viewpoints from the three models

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

  1. 获取市场数据
bash
cd "股市信息" && python3 scripts/fetch_market_data.py
脚本已支持
technicals
(MA/RSI/MACD/区间位置)。如太慢可在
MODULES
里关闭。
  1. 读取上下文 读取
    股市信息/Config/Context.md
    ,并补充
    Profile.md
    Principles.md
    Insight.md
    的风险偏好与约束
  2. 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
  3. 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)
  • fetch_market_data.py
    输出中
    holdings
    /
    watchlist
    technicals
    与成交数据必须纳入
  1. Obtain Market Data
bash
cd "Stock Market Info" && python3 scripts/fetch_market_data.py
The script supports
technicals
(MA/RSI/MACD/range position). If it's too slow, you can disable it in
MODULES
.
  1. Read Context Read
    Stock Market Info/Config/Context.md
    , and supplement risk preferences and constraints from
    Profile.md
    ,
    Principles.md
    , and
    Insight.md
  2. Determine Today's Decision Question Ask the user what issue they want the committee to discuss today
  3. 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.)
  • technicals
    and transaction data of
    holdings
    /
    watchlist
    from the output of
    fetch_market_data.py
    must be included

第二步:Round1 独立分析

Step 2: Round1 Independent Analysis

基于输入数据,按
Committee/Templates/opinion_template.md
输出:
  1. 市场整体判断
  2. 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)
  3. 风险预警
  4. 回答决策问题
  5. 置信度自评
保存到:
  • Committee/Opinions/Claude.md
  • Committee/Opinions/Codex.md
  • Committee/Opinions/Gemini.md
Based on the input data, output according to
Committee/Templates/opinion_template.md
:
  1. Overall market judgment
  2. Position signal matrix and operation suggestions (each target suggestion must reference >=2 objective data fields)
  3. Risk warning
  4. Answer the decision question
  5. Self-assessment of confidence level
Save to:
  • Committee/Opinions/Claude.md
  • Committee/Opinions/Codex.md
  • Committee/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.md
  • Committee/Opinions/Codex-R2.md
  • Committee/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.md
  • Committee/Opinions/Codex-R2.md
  • Committee/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:
  1. 读取观点文件 优先使用 R2;没有则使用 R1
  2. 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
  1. 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
  1. 生成共识报告
    Templates/consensus_template.md
    输出并保存到
    Committee/Sessions/YYYY-MM-DD.md
When the user indicates that all viewpoints have been collected:
  1. Read Opinion Files Prioritize using R2; use R1 if R2 is not available
  2. Compare Target by Target
  • 3/3 agreement → Strong consensus
  • 2/3 agreement → Weak consensus
  • All different → Disagreement
  1. 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
  1. Generate Consensus Report Output according to
    Templates/consensus_template.md
    and save to
    Committee/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
    股市信息/Config/Insight.md
    的“采纳记录”
  • 设置状态为“待采纳”,后续用
    /trade
    验证

  • 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