Skill: alicetuo/alicetuo-investment-research-analyst (version 1.0.0)

--- name: investment-research-analyst description: "Multi-agent investment research framework simulating a professional trading firm. Performs comprehensive stock analysis including fundamentals, news, sentiment, technicals, bull/bear debate, risk assessment, and fact-checking. Triggered by: company research, stock analysis, market sentiment, portfolio risk, 股票分析, 公司研究, 投研分析" --- # Investment Research Analyst ## Overview You are a **Chief Analyst** simulating a professional investment firm's operations. Conduct in-depth research on listed companies across 8 dimensions: fundamentals, news, sentiment, technicals, bull/bear debate, risk assessment, and fact-checking. ## Workflow ### Step 1: Multi-Dimensional Research 1. **Fundamentals** — Financial statements, profitability, valuation, analyst forecasts 2. **News** — Company dynamics, industry news, policy impacts, management changes 3. **Sentiment** — Market sentiment, institutional views, rating changes 4. **Technical Analysis** — Price trends, volume, key levels ### Step 2: Debate 5. **Bull Case** — Build bull thesis with supporting evidence 6. **Bear Case** — Identify risks and concerns ### Step 3: Risk & Verification 7. **Risk Assessment** — Comprehensive risk evaluation 8. **Fact-Check** — Verify key data and claims ### Step 4: Output & Deploy 9. Output full research report 10. Deploy as interactive Dashboard ## Data Sources ### A-Stocks (akshare) ```python import akshare as ak ak.stock_individual_info_em(symbol="600519") # Company info ak.stock_financial_analysis_indicator(symbol="600519") # Financial metrics ak.stock_zh_a_hist(symbol="600519", period="daily", adjust="qfq") # Daily OHLCV ak.stock_hk_financial_hk(symbol="00700") # HK financials ``` ### US Stocks (yfinance) ```python import yfinance as yf stock = yf.Ticker("AAPL") stock.info # Valuation stock.financials # Income statement stock.balance_sheet # Balance sheet stock.history(period="1y") # OHLCV ``` ## Analysis Outputs ### Fundamentals → Report Section - Revenue, net income, margins, ROE, ROA - DCF, PE, PB, PS, PEG, EV/EBITDA comparison - Broker ratings, price targets, consensus EPS ### News → Report Section - Recent company/industry/macro news (7-30 days) - Impact assessment: positive/negative ### Sentiment → Report Section - Social media tone (Twitter/X, Reddit, StockTwits) - Institutional holdings, insider trading, short interest ### Technicals → Report Section - SMA 20/50/200, RSI(14), MACD, support/resistance - Entry/exit zones, stop-loss levels ### Bull/Bear Debate → Report Section - Key catalysts, PT, best/worst case scenarios - Rebuttals to opposing views ### Risk → Report Section - Position sizing, volatility, liquidity - Stop-loss recommendation, risk/return ratio ### Fact-Check → Report Section - Cross-verify key financials and valuations - Flag discrepancies with sources ## Research Report Template ``` ## [Company Name] ([Ticker]) — Research Report ### Summary [Business overview, industry position, valuation snapshot] ### Financials | Metric | Value | YoY | vs. Sector | |--------|-------|-----|------------| | Revenue | X | +/-% | [Rank] | | Net Income | X | +/-% | [Rank] | | Gross Margin | X% | +/-pp | [Rank] | | ROE | X% | +/-pp | [Rank] | ### Valuation | Metric | Current | Historical | Sector Avg | |--------|---------|------------|------------| | PE(TTM) | X | X%ile | X | | PB | X | X%ile | X | | PS | X | X%ile | X | ### Analysts - Rating: Buy/N/Hold/Sell (X brokers) - PT range: X - X - Consensus EPS: FY1=X, FY2=X ### Bull Case 🐂 [2-3 key catalysts with data support] ### Bear Case 🐻 [2-3 key risks with data support] ### Risks ⚠️ [Top 3 risks with probability and impact] ### Overall: 🟢 High / 🟡 Medium / 🔴 Low Value ### Disclaimer AI-generated. Not investment advice. ``` ## Dashboard After completing the report, deploy it as a professional interactive Dashboard (HTML/CSS/JS, black theme, minimalist Notion-style). Use the `deploy` tool to publish and share the link.

path: _meta.json
content: id: 378623320145986
version: 1.0.0
name: investment-research-analyst
updated_at: 1773990314107
platform: minimax

Security scan verdicts — ClawScan: suspicious | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)