Prepare local files without uploading them to this website

Local files are the default starting point. CoTrading’s website does not accept your source documents, holdings or API keys. Processing in your chosen AI host may use remote models; “local file” does not guarantee offline processing.

The current 0.1.0 A-batch packages S01/S02/S04/S05 all require Python 3.12 for their bundled deterministic tools, including text methods. These teaching tools use only the standard library and do not access the network. Check the runtime before execution and stop if it is missing; arrange the documented isolated setup separately rather than installing silently or changing global settings. Readable files alone do not establish tool readiness.

Match materials to the task

Task	Minimum input	Stop when
Earnings review	Issuer, two comparable reports, question	Period, scale or currency unclear
Thesis check	Dated old thesis, new evidence, review cutoff	No original record to compare
Rule specification	Idea, assets, frequency	Ambiguities still require confirmation
ETF verification	Confirmed rule, CSV, calendar, manifest	Missing rows or unknown return basis

Keep originals read-only in inputs/, a human-readable input-manifest.md, and each new output in reports/{run-id}/. The manifest records filename, issuer/asset identity, covered dates, disclosure date, source, currency, units, version and known gaps. Store private files outside the installed skill directory so updates do not overwrite research.

Worked example and first prompt

For the fictional DEMO-CONSUMER sample, list previous-report.txt, current-report.txt and question.md. Label the first two as synthetic, both nine-month RMB-million flows; record receivables separately as September 30 balances. This small manifest prevents a quarter from being compared with nine months.

Prompt: “Read only the listed files. First identify method version, inputs, expected outputs, missing fields and any tools or network access needed. Keep sources unchanged. Do not install dependencies or fetch substitute data.” Run only after the required inputs and permitted actions are clear.

For PDF work, test that copied text preserves numbers, signs and table columns. A selectable PDF can still have broken extraction. A scanned page needs a readable transcription or a separately chosen OCR route; do not silently send it to an external OCR provider. Encrypted files, macros and arbitrary spreadsheet formulas are outside the basic text sample.

Verification and recovery

Open the output and follow each claim back to a filename and location. Separate original amounts, calculations and explanations. Missing comparatives produce needs-input, not invented growth. New attempts use new run directories; leave failed attempts labeled so an old success is not mistaken for the latest run.

Cost, rights and limitations

Use only documents you may process with your chosen service. Third-party documents do not inherit the method package’s license. Free packages exclude model subscriptions and any optional data/OCR service. Account credentials belong in the host or provider’s settings, never a sample or report. File readability and host compatibility are tested separately.

SEC’s statement guide provides statement context; the folder and manifest above are our workflow design, not SEC requirements. Checked 2026-10-30. Continue with the evidence checklist and troubleshooting.