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MAP.md

Where things live and how data flows. Read before touching structure or data flow.

Repo shape

A monorepo of five self-contained agent skills. Each skill is a folder with its own SKILL.md (agent entry point), optional references/ (progressive-disclosure guides), scripts/ (Python helpers), and requirements.txt.

signal-sweep/        Discovery — scan the universe, surface tickers
sec-edgar-skill/     Data — SEC EDGAR filings, ownership, 13F holders
market-scout/        Data — price, peers, transcripts (Yahoo Finance)
bottom-up-analyst/   Analysis — one ticker → auditable memo (the conductor)
pitch-like-lou/      Voice — finished thesis → VIC-style pitch

Root config: pyproject.toml (ruff + package metadata), uv.lock, .markdownlint-cli2.jsonc / .markdownlint.json, .github/workflows/.

Skill internals

  • signal-sweep/ — scripts/scan_insiders.py, scan_market.py, scan_conferences.py, search_themes.py; universe config in screens.json; shared bootstrap in scripts/_common.py.
  • sec-edgar-skill/ — scripts/fetch_*.py, parse_financials.py, orient.py, list_headings.py; guides in references/; shared bootstrap in scripts/_common.py.
  • market-scout/ — scripts/fetch_market_data.py, fetch_transcripts.py, shared scripts/_common.py.
  • bottom-up-analyst/ — valuation scripts/dcf.py, epv.py; archetypes and guides in references/.
  • pitch-like-lou/ — reference corpus only, no scripts.

Data flow

flowchart TD
    SS[signal-sweep<br/>surfaces tickers] --> BUA[bottom-up-analyst<br/>deep dive + memo]
    BUA --> SEC[sec-edgar-skill<br/>filings]
    BUA --> MS[market-scout<br/>price / peers / transcripts]
    BUA --> PLL[pitch-like-lou<br/>renders pitch]
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  • bottom-up-analyst is the brain and conductor: it decides what to pull, reasons over it, and writes the memo. The data skills never decide what matters.
  • The two data skills (sec-edgar-skill, market-scout) know nothing of each other and are swappable.
  • signal-sweep and sec-edgar-skill both read EDGAR_IDENTITY and share an on-disk cache contract defined in _common.py.

Production order

signal-sweep → bottom-up-analyst → memo → (optionally) pitch-like-lou.