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Quant Research —— 量化研究

Terminology rule (zh-TW pages)

技術名詞首次出現以「中文 (English original)」格式呈現，例：依賴注入 (dependency injection)。不自創翻譯——若無公認譯名直接保留英文 （如 embedding、tokenizer）。代碼、API 名、CLI flag、套件名、檔名一律不翻。

量化交易 (quant trading)、因子研究 (factor research)、回測 (backtesting)、 實盤執行 (live execution) 的 workflow。和 Finance hub （涵蓋銀行 / 資本市場 / 股票研究 / 基金管理）區分 —— 重疊的部分主要 在資料來源 (data source) 端。

此 repo 內的 skill

Local

Skill 一句話 備註
quantatitive-factor-researcher Python 量化研究 persona，做 factor engineering、backtesting、cross-validation，附 Sharpe / IR / Tracking Error 指標 (metrics)。 此 hub 的核心 skill。
vectorbt OSS／PRO library 開發、按版本同步的 XDG 文件、遷移驗證與可選 MCP。 quantitative-finance group
nautilus-trader 辨識 v1 Cython／v2 Rust-PyO3 世代、git tag 文件快取、事件驅動回測 (event-driven backtesting)、sandbox／實盤安全關卡。 quantitative-finance group

Vendored

Skill Upstream Series
暫無

External skills（手動安裝）

Status enum (single source of truth across the catalog)

Every external-skill or MCP entry below carries a status: value:

Status Meaning Where it links
vendored Already in vendor.yaml. Link to the skills/vendor/<name>/ (or series) entry.
deferred Open TODO P? item — under consideration. Link to the TODO.md anchor.
skipped Looked at, chose not to vendor. Inline reason required (1 sentence).
evaluated Read but no decision recorded. Effectively "tracked." Inline 1-line note describing what was learned.
wishlist Surfaced but not yet evaluated. No link required; default for fresh discoveries.

Status changes are explicit edits — see the Adding catalog entries workflow doc (under Workflows in the nav) for the wishlist → deferred → vendored recipe.

Manual install for non-vendored skills

When a skill is not in vendor.yaml, you can still install it directly from upstream via the npx skills CLI:

# Whole-repo install (if SKILL.md sits at repo root or skills/)
npx skills@latest add <owner>/<repo>

# Subpath install (when the skill is nested)
npx skills@latest add <owner>/<repo>/<path-to-skill-dir>

# Cherry-pick by name
npx skills@latest add <owner>/<repo> -s <skill-name>

# Force deep discovery (skill nested >1 level inside skills/)
npx skills@latest add <owner>/<repo> --full-depth -s <skill-name>

For Anthropic-style plugin marketplaces (e.g. anthropics/financial-services, anthropics/knowledge-work-plugins), use the Claude Code plugin commands instead:

claude plugin marketplace add <owner>/<repo>
claude plugin install <plugin-name>@<repo-name>

For MCP servers, see the per-entry "Auth & install" section in the MCP wiki — install commands vary by transport (HTTP / stdio / SSE) and host (Claude Code / Claude Desktop / Cursor / Managed Agents).

Skill / Plugin Upstream Status 為何此狀態 安裝提示
VectorBT Backtesting Skills marketcalls/vectorbt-backtesting-skills skipped 已評估 OSS 工作流程；OpenAlgo 指標預設不符合本技能的 library 使用定位。 Upstream instructions
NautilusTrader docs skill aysuio/nt-skill skipped 沒有授權條款；假設官網 latest 文件對應已安裝版本，在 v1 → v2 RC 期間並不成立。 Upstream instructions
NautilusTrader skill clay584/nautilus-trader-skill skipped 沒有授權條款；只驗證到 1.228.0，教的是 v1 TradingNode API。 Upstream instructions

MCP servers

名稱 Upstream Status Auth 紀錄
Financial Datasets MCP docs.financialdatasets.ai/mcp-server wishlist OAuth 2.1 + API key 單一 MCP 頁面

Backlog（TODO P? 條目）

見 TODO.md 的 P? 區：

  • [?/L] Tardis SDK skill —— 歷史市場資料 workflow、access 假設、範例驅動 (example-driven) 指引。
  • [?/L] Financial data sources skill set —— provider 比較 （與 Finance 共用條目）。

另見