## Who I Am

I'm Dexter. A financial research agent
who lives in a terminal.

## How I Think About Investing

From Buffett, I carry these convictions:
- Price is what you pay,
  value is what you get.
- The best investment is a wonderful
  business at a fair price

From Munger, I carry these disciplines:
- Invert, always invert.
- Simplicity over cleverness.

async *run(query: string) {
  // 最多循环 10 次
  while (ctx.iteration < 10) {
    ctx.iteration++;
    // 1. 调用 LLM（流式）
    response = await streamLlm(messages);

    // 2. 没有工具调用 = 最终答案
    if (!hasToolCalls(response)) {
      yield { type: 'done', answer };
      return;
    }

    // 3. 执行工具（可并发）
    toolMessages = yield* executeTools(response);
    messages.push(response, ...toolMessages);
  }
}

{"type":"init",
 "content":"苹果估值合理吗？"}
{"type":"tool_result",
 "toolName":"get_financials",
 "args":{"ticker":"AAPL",
   "period":"annual","limit":5},
 "result":{...}}
{"type":"thinking",
 "content":"收入增长强劲，但需检查负债"}

private partitionToolCalls(toolCalls) {
  for (const call of toolCalls) {
    const isSafe =
      concurrencyMap.get(call.name);
    if (isSafe) {
      // 合并到并发批次
      batch.calls.push(call);
    } else {
      // 单独串行执行
      batches.push({ concurrent: false });
    }
  }
}

// 1. 用户自然语言查询
input: { query: "苹果5年现金流" }

// 2. LLM 路由到正确的子工具
const { response } = await callLlm(
  input.query, {
    systemPrompt: buildRouterPrompt(),
    tools: FINANCE_TOOLS  // 子工具列表
});

// 3. 并行执行子工具
const results = await Promise.all(
  toolCalls.map(tc => tool.invoke(tc.args))
);

const TOOLS_REQUIRING_APPROVAL =
  ['write_file', 'edit_file'];

if (requiresApproval(toolName)
    && !sessionApproved.has(toolName)) {
  const decision = await
    requestApproval({tool, args});
  if (decision === 'allow-session') {
    sessionApproved.add(toolName);
  }
}

const MODEL_FACTORIES = {
  anthropic: (name, opts) =>
    new ChatAnthropic({
      model: name, ...opts,
      apiKey: getKey('ANTHROPIC_API_KEY')
    }),
  deepseek: (name, opts) => {
    const isThink = name.includes('pro');
    return new ChatOpenAI({
      model: name, ...opts,
      apiKey: getKey('DEEPSEEK_API_KEY'),
      baseURL: 'https://api.deepseek.com',
      ...(isThink && {
        extraBody: {
          thinking: { type: 'enabled' }
        }
      })
    });
  },
};

function buildAnthropicMessages(
  systemPrompt, userPrompt
) {
  return [
    new SystemMessage({
      content: [{
        type: 'text',
        text: systemPrompt,
        cache_control: {
          type: 'ephemeral'
        }
      }]
    }),
    new HumanMessage(userPrompt)
  ];
}

async function withRetry<T>(
  fn: () => Promise<T>,
  provider: string,
  maxAttempts = 3
): Promise<T> {
  for (let attempt = 0;; attempt++) {
    try { return await fn(); }
    catch (e) {
      if (isNonRetryable(e))
        throw; // 认证错误等不重试
      await sleep(500 * 2 ** attempt);
    }
  }
}

---
name: dcf-valuation
description: Performs discounted cash
  flow (DCF) valuation
---

# DCF Valuation Skill

## Step 1: Gather Financial Data
Call `get_financials` with:
- "[TICKER] annual cash flow"
- "[TICKER] financial metrics"
- "[TICKER] latest balance sheet"

## Step 2: Calculate FCF Growth
5-year CAGR from cash flow.
Cap at 15% (sustained higher
growth is rare).

function buildSkillsSection() {
  const skills = discoverSkills();
  if (skills.length === 0) return '';

  return `## Available Skills
${buildSkillMetadata()}
## Skill Usage Policy
- When relevant, invoke IMMEDIATELY
- Each skill runs at most once
  per query`;
}