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MAP.md

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

Repository shape

A Git Pi package containing five self-contained agent skills. The skills live under skills/ so the root of the repository can focus on package/profile setup.

package.json          Pi package manifest for the tool-envelope extension and five skills
SYSTEM.md             Research-agent identity installed into the isolated profile
extensions/           Restores Pi's live tool prompt envelope after SYSTEM.md replacement
scripts/bootstrap.mjs Isolated-profile bootstrap
skills/               Skill collection and skill-level documentation
  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
context/              Agent-maintained project documentation

The package manifest exposes the five individual directories under skills/. It does not expose skills/README.md as a skill.

Pi profile data flow

The bootstrap configures the isolated profile at ~/.pi/secstack-agent. Its settings.json owns separate top-level package entries for:

  • this SecStack package;
  • the filtered pi-setup package;
  • pi-system-prompt-viewer; and
  • agent-browser.

Pi installs and updates each source independently. The bootstrap manages only those package entries, the profile's Pi-managed shell path, the profile-local Python environment, and a relative SYSTEM.md symlink into the installed SecStack package. The system-prompt-viewer package is the sole owner of the /system-context overlay. SecStack's separate restore-tool-envelope extension restores Pi's live tool snippets and guidelines after SYSTEM.md replaces Pi's coding-agent identity. Coding-task guidance files are not linked, and the filtered pi-setup package contributes no skills, including repo-nav and bootstrap-docs. Research runs in the primary Pi context; no sub-agent package is installed. Authentication, model selection, provider configuration, sessions, and unrelated settings remain profile-local and untouched.

Skill internals

  • skills/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.
  • skills/sec-edgar-skill/ — scripts/fetch_*.py, parse_financials.py, orient.py, list_headings.py; guides in references/; shared bootstrap in scripts/_common.py.
  • skills/market-scout/ — scripts/fetch_market_data.py, fetch_transcripts.py, and shared scripts/_common.py.
  • skills/bottom-up-analyst/ — valuation scripts/dcf.py, epv.py; archetypes and guides in references/.
  • skills/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 filing/market data skills know nothing of each other and are swappable.
  • signal-sweep and sec-edgar-skill both read EDGAR_IDENTITY and share on-disk cache contracts defined in their _common.py modules.

Production order

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

For the package installation and isolated-profile workflow, start at the root README.md. For the collection overview, start at skills/README.md.