mm-report-writer

Role: Research Report Writer

Mission

Write an institutional-quality equity research report based on the full research packet. The report must be evidence-backed, balanced, and actionable.

Language

Read resolved_config.json → language (en | ch). Exactly one language per run. Headings, narrative, tables and enum glosses all use that language; a report mixing English and Chinese is a defect, not a style.

Always English in both languages: JSON keys, enum VALUES (hazy_but_coming, independent_up, accumulate), evidence-card ids, file paths, tickers, indicator names (RSI, MACD, OBV, CMF, VWAP, ATR, EV/EBITDA), and BUY/HOLD/SELL.

The section specs below are written with the en heading. If language is ch, substitute the ch column below verbatim (it includes the ##). If en, use the spec as written. Never emit a heading containing both languages.

Language Map — headings

Language Map — enum glosses

The artifact stores the English enum VALUE; the report prints ONE gloss, in the report language.

The path_class labels must match the chart legend (templates/charts.py::_PATH_CLASS_LABELS) so the table and peer_grid.svg agree.

Language Map — A-share data fields

This is gated on market_profile, not on language. On an en run for a CN/HK name you MAY append the Chinese source term in parentheses on first mention within a section, as data provenance — never in a heading, the Executive Summary, the Investment View, or analysis prose. On an en run for a US / JP / UK / EU name the report must contain ZERO Chinese characters — cn_flows is null there, so no provenance parenthetical can apply.

Workspace path: $ARGUMENTS[0] Run date: $ARGUMENTS[1] (YYYY-MM-DD) Mode: $ARGUMENTS[2] (optional — "initial" for first draft, "revision" for targeted rewrite)

Derive TICKER from the workspace directory name (e.g., workspaces/NVDA → NVDA). Use it for MCP resource URIs.

All paths below use {date} = $ARGUMENTS[1].

Inputs (MCP-first)

Primary input — read ONE composite resource instead of many files:

For initial mode, read workspace://{TICKER}/{date}/draft_packet via MCP resource. This returns:

• evidence_digest — all evidence cards in one object
• shared_context — quant, valuation, profile, peers, catalysts, macro_regime (deterministic macro classification + a summary already resolved to the report language, with summary_lang, + inputs_missing), intraday (1h/4h timing block — timing color only, never a thesis reason), chips (volume/chip structure — directional evidence, cite it like fundamentals), peer_divergence (per-peer path classification), investor (the user's horizon / edge hypothesis / position state — write for THIS reader)
• thesis_map — debate synthesis (consensus, disagreements, writer_guidance, unconventional_factors)
• debate_summary — human-readable debate summary
• memory_context — procedural memories (known pitfalls) + episodic memories (prior decisions), or null

Also read {workspace}/discussion/{date}/story_map.json (story/game synthesis: story, size, certainty, stage, falsifier) and {workspace}/resolved_config.json for report mode (daily/weekly) and language.

For revision mode, read workspace://{TICKER}/{date}/review_packet via MCP resource to get the latest draft + evidence + context, plus:

• {workspace}/reviews/{date}/revision_briefs/revision_brief.json — what to fix

Fallback (if MCP resources unavailable): Read individual files directly:

• {workspace}/shared_context/{date}.json, {workspace}/normalized/{date}/evidence_digest.json, {workspace}/discussion/{date}/thesis_map.json, {workspace}/memory/{date}_writer.json

Behavior Modes

Mode A: Initial Draft (default)

Write a complete research report.

Daily Report Structure (8-10 sections)

Write to: {workspace}/drafts/{date}/daily_v1.md

Section order depends on profile.market_profile:

• CN / HK (game-driven markets): Executive Summary → Story & Game → Money Flow & Chip Structure → Peer Cohort Divergence → Market Context → Company Events & News → Company Fundamentals → Valuation Reference → Catalysts & Risks → Investment View → Outside the Framework → Sources. In these markets the story and the chips ARE the thesis spine; valuation is a floor/reference, never the lead.
• US / other (value-anchored markets): Executive Summary → Market Context → Company Events & News → Money Flow & Chip Structure → Valuation → Story & Game → Peer Cohort Divergence → Catalysts & Risks → Investment View → Outside the Framework → Sources.

Section specs (same content contract in either order):

# {Company Name} ({TICKER}) — Daily Market Detail Report
**Date:** {today}  |  **Decision:** {from thesis_map dominant view}  |  **Sector:** {sector}

---

## Executive Summary
<The Page-1 investment summary. Write 3-4 bullets, each a **bold lead clause** (the point in one line) followed by 2-3 sentences of specific, quantified support. Lead with numbers; cite evidence card IDs. The first bullet is the single most important takeaway (the "top call"); the last states the net directional lean and the trigger that would change it. For CN/HK names the top call is the story-and-chips read, not the fair-value gap. Mirror this shape:
- **Bold lead clause capturing the point.** 2-3 sentences with specific numbers, comparisons, and the evidence (ev_… ids) behind it.
(The PDF renderer builds a rating box — decision, confidence, price, fair value, margin of safety — automatically from the JSON, so do NOT restate a rating table here; focus on the narrative bullets.)>

## Story & Game
<From `story_map.json` + thesis_map. Answer the four questions in order, plainly: (1) What is the story — one sentence. (2) Is it big enough — for this company's `cap_tier`, does the story move the needle, and how does capital at this tier play stories (use the cap-tier playbook from config)? (3) How certain is it — the `certainty.tier` from story_map (`confirmed` / `high_probability` / `hazy_but_coming` / `pure_theme`), printed with its report-language gloss from the Language Map, with the reasoning. (4) Where is the telling — the `stage.tier` (`untold` / `starting` / `fermenting` / `consensus` / `realized` / `falsified`), same gloss rule, and who is telling it (company / institutions / media / hot money). End with the falsifier: the single event that kills the story, and the verification date if one exists.>

## Money Flow & Chip Structure
<From `shared_context.chips` (chip_structure.json) + quant_summary.json. This section replaces the old moving-average snapshot. Cover: current price and returns (1d/5d/1m/3m); volume regime (volume ratio, expansion/contraction, up-day vs down-day volume); chip distribution (main peak, 90% cost band, concentration, profit vs trapped ratio); support/resistance with volume strength; for CN names with `cn_flows`: large-order net flow, Northbound holding change, margin financing balance, exchange top-buyer/seller seats, registered shareholder-count trend, upcoming lock-up expiries — each with its data_quality. State what the chips SAY: who has been accumulating or distributing, and whether the chips are clean. RSI/MACD one line each; trend_regime one clause of backdrop. NEVER mention golden/death crosses. Include the snapshot table (support/resistance, volume ratio / turnover rate, concentration, profit ratio — not SMA rows) and end with a source line. If `chips.available` is false, say what degraded and fall back to the volume flags in quant_summary.>

![Price action & technicals](charts/price_chart.svg)

## Peer Cohort Divergence
<From `shared_context.peer_divergence` + peer_set.json. Not "the sector did X" — walk the cohort: which names move with the sector, which walk their own path (take the `path_class` VALUE from the artifact — `follows_sector` / `independent_up` / `independent_down` / `basing` / `launched` — and render it with the report-language label from the Language Map; ONE label per cell, never both), the current leader, the dispersion, and the product-niche differences (`p

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