AgentSkillsCN

stock-qualitative-analysis

根据公开资料与严格引用，从备案文件及公开来源中生成全面且深度分析的买方风格定性股票分析报告，采用逐章推进的工作流程，并为缺失证据预留占位符。重点在于主动提取并深入分析SEC披露的信息。适用于对中国上市公司进行定性分析。

SKILL.md
--- frontmatter
name: stock-qualitative-analysis
description: Create comprehensive and deeply analyzed buy-side style qualitative stock analysis reports from filings and public sources with strict citations, chapter-by-chapter workflow, and placeholders for missing evidence. Emphasizes active extraction and detailed analysis of SEC information. Use for Chinese qualitative analysis of listed companies.
compatibility: Requires Python 3. Network access needed for SEC EDGAR fetches.
metadata:
  author: sysyphus
  version: "0.1"

Stock Qualitative Analysis Skill

When to use

Use this skill when a user asks for a qualitative stock analysis report (定性分析) that must be evidence-based and formatted as a structured report. This skill emphasizes strict citations and non-hallucination behavior.

Inputs

  • •Company name (required)
  • •Ticker / exchange (optional but recommended)
  • •Market context (US / HK / CN / other)
  • •Time window (e.g., FY2015–FY2024; latest quarterly)
  • •Language preference (Chinese default; English if requested)
  • •Sources:
    • •User-provided filings (PDF or HTML)
    • •SEC EDGAR fetch (optional, if allowed)
    • •Other public sources (only if cited)

Outputs

  • •A Markdown report following the template structure in assets/report-template.md
  • •Each section contains: 结论要点 / 详细情况 / 证据与出处 (or English equivalents when English output is requested)
  • •Final 来源清单 with SEC filings and other sources in reverse-chronological order

Core rules (non-negotiable)

  • •Do not state facts without a source.
  • •Any factual claim MUST include a source string; otherwise use a placeholder in 【...】 describing what is needed.
  • •Actively analyze sources: Go beyond surface-level summaries. Extract specific details, quantitative data, and contextual insights relevant to each section of the report template.
  • •Comprehensive filling: Make the best effort to fill all sections of the report template. If information is truly missing from the provided sources, use a specific placeholder indicating what is missing.
  • •If real-time data is required, explicitly state that the user must verify freshness.
  • •No investment advice, price targets, or trading recommendations.
  • •Default output language: Chinese. If the user query is in English, respond in English.

Execution

  • •Intake: confirm company name, ticker/exchange, market, time window, and allowed data sources.
  • •Pre-check local data: before any remote fetching, verify whether local filings are sufficient; only fetch remotely if local data is insufficient.
  • •Acquire sources: use scripts/build_source_manifest.py to pull SEC filings and ingest local PDFs.
  • •Extract key 10-K sections (HTML): use scripts/extract_sec_html_sections.py to produce per-item text files (e.g., Item 1/1A/7/8) before analysis.
  • •Section-by-section generation (Agent-driven): for each section in assets/report-template.md, the Agent expands the section in sequence, producing 结论要点 / 详细情况 / 证据与出处 based on the available sources and citing evidence.
  • •Progressive write-back: before starting summaries, determine whether a local report file exists; after completing each section, write the content into that file.
  • •Finalization: rewrite 投资要点概览 after all sections are complete, then update 来源清单.

Usage

  • •The Agent executes the section loop at runtime based on the template headings.
  • •The Agent MUST attempt to fill every section using provided sources and mark missing facts with explicit placeholders.
  • •If the user asks for English output, the Agent translates the template headings and section labels consistently (e.g., Conclusion / Details / Evidence) while preserving the report structure.

Data acquisition

  • •SEC EDGAR fetch: scripts/fetch_sec_edgar.py
  • •Local PDF ingestion: scripts/ingest_local_pdfs.py
  • •Source manifest: scripts/build_source_manifest.py
  • •HTML section extractor: scripts/extract_sec_html_sections.py

Citation format

  • •SEC filings: Form 10-K/10-Q/20-F/6-K + 年度/日期 + 章节/标题
  • •Web sources: 机构/网站 + 发布日期 + 标题

Examples

Example request

“参考 SEC filings，帮我做 AAPL 的定性分析，按模板输出。”

Example output shape

Use assets/report-template.md and fill each section with facts + citations. Unknowns become placeholders.

References

  • •Guardrails and writing style: references/prompt-guardrails.md
  • •Report template: assets/report-template.md
  • •Validation checklist: references/validation-checklist.md
  • •Goldenset examples: references/goldenset.md