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research-notes

Manage investment research note lifecycle with YAML frontmatter and Supabase synchronization.

Updated Nov 3, 2025
Search Tags:#note management#investment research#database integration#structured notes#research lifecycle
One-click install
npx skills add https://github.com/ethicalcapital/skills --skill research-notes-ethicalcapital
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: research-notes
Source: https://github.com/ethicalcapital/skills/tree/main/research-notes
Command: npx skills add https://github.com/ethicalcapital/skills --skill research-notes-ethicalcapital

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, supabase, python-dateutil, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill unit offers a streamlined approach to managing investment research notes, enabling efficient creation, editing, reviewing, and syncing notes with a database.

Core Features & Use Cases

  • Comprehensive Note Management: Handles a vast corpus of notes for investment research, supporting the entire lifecycle of research notes.
  • Structured Workflow: Includes triggers for note creation, editing, reviewing, and synchronization with databases.
  • Country Folder Reorganization: Manages reorganization of ticker files based on country-specific exchange suffixes.

Quick Start

Run the research-notes skill to create a new note for a company ticker 'AAPL'.

Frequently Asked Questions about research-notes

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I manage the lifecycle of investment research notes from creation to archival?▼

Investment research note management handles the entire lifecycle by triggering creation, editing, reviewing, and synchronization processes. Notes are structured with YAML frontmatter for metadata and archived systematically within a structured database.

How do I sync investment research notes with a Supabase database?▼

To sync investment research notes with a Supabase database, the Skill utilizes automated pipelines that synchronize structured YAML notes directly with the database. This requires Python execution alongside the Supabase integration dependency.

Do I need Python and Supabase to use structured note management for investment research?▼

Yes, Python is required for execution and Supabase is required for database integration to manage structured investment research notes. These dependencies enable automated synchronization and lifecycle management of the notes.

How do I reorganize ticker files by country-specific exchange suffixes?▼

Reorganizing ticker files by country involves managing files based on their country-specific exchange suffixes. This functionality is built into the structured note management workflow, automatically grouping tickers by their regional exchange identifiers.

What is the best way to add YAML frontmatter to investment research notes?▼

Adding YAML frontmatter to investment research notes is handled automatically during the note creation trigger. The structured workflow embeds metadata directly into the YAML frontmatter, ensuring notes are ready for database synchronization.

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