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financial_research skill

/backend/app/skills/builtin/financial_research

This skill helps you generate structured financial research reports with citations and disclaimers using OpenBB, AkShare, and web sources.

npx playbooks add skill hxk622/tokendance --skill financial_research

Review the files below or copy the command above to add this skill to your agents.

Files (3)
SKILL.md
1.6 KB
---
name: financial_research
display_name: 金融投研
description: 面向股票/行业/宏观的金融研究技能，结合结构化金融数据（OpenBB/AkShare）与多源信息验证，生成带引用与免责声明的研究报告。
version: 1.0.0
author: system
tags: [finance, research, stock, valuation, sentiment, 报告, 投研, 财报, 估值, A股, 美股]
allowed_tools: [financial_data, web_search, read_url, browser_open, browser_snapshot, browser_click, browser_fill, browser_screenshot, browser_close, create_document, mem_retain, mem_delete, mem_summarize, mem_pin, mem_list_blocks]
max_iterations: 30
timeout: 600
enabled: true
match_threshold: 0.65
priority: 12
---

## 使用指南

- 适用场景：个股研究、行业研究、估值分析、情绪分析
- 数据来源：OpenBB（美股/全球）、AkShare（A股），并结合网页来源交叉验证
- 合规要求：禁止买卖建议、禁止价格预测，报告必须包含免责声明

## 工作流程
1. 明确研究对象（股票代码/行业）与重点问题
2. 调用 `financial_data` 获取报价/财报/估值等结构化数据
3. 使用 `web_search`/`read_url` 获取新闻与背景资料并记录引用
4. 进行财务分析、估值分析与情绪评估
5. 生成结构化研究报告，附上引用与免责声明

## 输出格式
- Executive Summary（2-3 句）
- Company/Industry Overview
- Financial Analysis（指标表格 + 解释）
- Valuation Analysis（相对/历史/同业）
- Market Sentiment（新闻/资金流/舆情）
- Risk Factors（3-5 条）
- References（带编号）
- Disclaimer（必选）

Overview

This skill performs structured financial research for stocks, industries, and macro themes using OpenBB and AkShare data combined with multi-source verification. It produces citation-backed research reports with clear sections and a mandatory disclaimer, while avoiding buy/sell recommendations or price forecasts. The outputs are designed for analyst workflows and investor education.

How this skill works

You specify the research target (ticker or industry) and key questions. The skill fetches structured data via financial_data (quotes, financials, valuation metrics) from OpenBB for global/US assets and AkShare for A-share data, then cross-checks facts with web_search and read_url and logs references. It runs financial, valuation, and sentiment analyses and formats results into a structured report with numbered references and a required disclaimer.

When to use it

  • Preparing an equity initiation or update report for a single stock
  • Conducting sector or industry research and peer comparisons
  • Performing valuation analysis using relative, historical, and peers approaches
  • Assessing market sentiment from news, flows, and social signals
  • Creating a documented research memo with citations for compliance

Best practices

  • Define the research scope and key questions before data retrieval
  • Cross-validate critical facts across structured data and at least one independent web source
  • Present metrics with timeframes and units, and explain material assumptions
  • Avoid explicit buy/sell recommendations or target price statements
  • Include numbered references for every non-original claim and a liability disclaimer

Example use cases

  • Generate a 1-page executive summary and full report for an earnings preview
  • Compare valuation multiples of a target stock against a peer group
  • Produce an industry outlook combining macro indicators and capital flow signals
  • Assess news-driven sentiment ahead of a corporate event with cited sources
  • Create a compliance-ready research memo with structured risk factors and references

FAQ

What data sources does the skill use?

It uses OpenBB for US/global markets and AkShare for China A-share data, supplemented by web sources for cross-validation; all references are recorded.

Can the report include investment advice or price targets?

No. Reports must not contain buy/sell advice or explicit price predictions; they should present analysis, scenarios, and risks instead, plus a disclaimer.