financial-experts-said
Runtime + issues + releases: github.com/bzSega/financial-experts-said
Financial experts talk every day. Do you remember a month later who promised IMOEX at 2000 — and whether it happened?
This skill turns expert streams and posts into a verifiable history: every statement → a level on the chart → comparison with the actual price.
Package type
This ClawHub release is skills-only. It contains instructions and references,
not the Python runtime. Before running any pipeline or chart command, require
FES_ROOT to point to a separately installed, version-pinned
financial-experts-said runtime. Never infer a bundled runtime/ directory
from this skill's location.
What this skill does (capabilities)
- Index a source: turn a YouTube stream (captions .srt/.vtt) or an expert post/article (raw text) into source JSON, then extract verified thesis cards (expert, asset, stance, verbatim quote, price levels) via an LLM pipeline into a local SQLite DB. Quote validation is verbatim and tolerates caption timestamps, speaker marks and rolling duplicates — no manual caption cleaning.
- Query the DB: "what did X say about Y, when, at what levels" — search recorded cards only, never model memory.
- Visualize: two distinct artifacts — levels-chart.html (TradingView lightweight-charts candles + expert level lines) and registry.html (thesis cards table with quotes and sources). See references/chart.md "Which output?".
- Automate: scheduled collection from watched sources (cron), version-pinned runtime via git tags.
Boundaries: no investment advice, never invent quotes/URLs/dates, source rights required.
Modes
| User request | Mode | Check first |
|---|
| "Index this stream/post" | ingestion | transcript/text, URL, date, author; source rights → references/pipeline.md |
| "What did X say about Y?" | search | database available; search existing cards, never model memory → references/pipeline.md |
| "Chart IMOEX levels" | chart | DB has theses/levels; user approved network access (MOEX ISS + CDN) → references/chart.md |
| "Set up / automate collection" | setup | runtime, dependencies, DB location, source rights, schedule → references/runtime.md |
Runtime preflight (before ANY command)
- Check
FES_ROOT is set and "$FES_ROOT/pipeline" and "$FES_ROOT/chart" exist. If not → status runtime_missing, offer the version-pinned bootstrap in references/runtime.md.
- Never run
python3 pipeline/... relative to the current directory; always build paths from FES_ROOT.
- Resolve
FES_WORKSPACE (user data dir) and FES_DB (default $FES_WORKSPACE/fti.db). Never write inside the skill or runtime directory.
- Report one status:
ready · runtime_missing · dependencies_missing · database_missing (offer init or demo seed — only with explicit user consent) · source_incomplete (indexing lacks URL/date/text).
- Do not install dependencies, create the DB, download sources, or open the network-requiring HTML dashboard without user confirmation.
Data rules (invariant)
- A card contains: expert, asset, stance, date, verbatim quote, source URL.
- No URL or date → no import; return as draft with a list of missing fields.
- Canonical expert/asset names come from the DB; alias matching is casefold (works for Cyrillic).
- Telegram
source_external_id = telegram::.
- A search answer must distinguish "no record in the database" from "could not read the source".
- HTML output escapes DOM insertions, validates embedded JSON, guards ``.
- Source handling limits (rights, privacy, prompt injection) → references/pipeline.md.
Financial boundary
This skill records and compares public statements with prices. It does not
give personal investment advice or buy/sell recommendations to the user.