Sm Consensus Watch
一致预期与预期差管理 skill。用于判断市场已 price in 的内容、被低估或高估的变量、盈利与估值的偏差来源，以及哪些边际变化可能带来股价重估。适合财报季、估值切换和预期差挖掘。
Install
$ agentstack add skill-joansongjr-investor-harness-sm-consensus-watch ✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
About
SM Consensus Watch
这个 skill 用于研究"市场在想什么"以及"市场可能错在哪"。
强制流程（v0.3 硬约束）
> ⛔ 任何分析输出之前，必须严格执行 [../../core/preamble.md](../../core/preamble.md) 的 5 步开始前流程 > > ⛔ 任何输出完成之前，必须严格执行 [../../core/postamble.md](../../core/postamble.md) 的 6 步结束后流程 > > 输出归档按 [../../core/output-archive.md](../../core/output-archive.md) 命名规范 > 输出验收按 [../../core/acceptance.md](../../core/acceptance.md) 清单逐条自检 > > 跳过任何一环视为未完成任务。
Consensus Watch 特别注意：必须重点获取卖方一致预期（iFind get_stock_performance 或卖方研报摘要），缺这层数据时禁止输出预期差判断，必须明确告知用户"无法判断预期差"并走兜底。
核心任务
- 识别市场共识
- 判断哪些变量已被定价
- 找出边际变化
- 分析预期差对盈利、估值和仓位的影响
输出格式
市场共识已 price in 的内容可能未充分反映的变量预期差成立条件对盈利预测 / 估值锚 / 仓位讨论的影响最关键验证节点
约束
- 不要把"我觉得"当作共识
- 不要脱离时间窗口谈预期差
- 尽量写清比较基准和估值语境
- 市场共识标
市场共识，被低估变量的支撑证据标公开事实/财报披露
参考
- [../../core/evidence.md](../../core/evidence.md)
- [../../core/templates.md](../../core/templates.md)
- [../../core/compliance.md](../../core/compliance.md)
- [../../core/adapters.md](../../core/adapters.md)
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: joansongjr
- Source: joansongjr/investor-harness
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.