Description
#Equity Research #Fundamental Analysis #AI Research #AgentSkill #Open Source Software #GitHub #Investment Research #PDF Report
equity-research-skill is an open-source Agent Skill for in-depth stock research and fundamental analysis. After upgrading to v3, it further emphasizes the credibility of research conclusions: not only generating a professionally formatted research report but also establishing an investment research process that is data-sourced, verifiable, falsifiable, and able to be reviewed post-factum.
Compared to merely aggregating company information or generating investment opinions, it connects financial report quality, industry characteristics, forecasting records, and final conclusions, and reduces the occurrence of "data saying one thing, conclusions saying another" through quality checks, making it more suitable for individual stock research, company fundamental analysis, and investment logic verification.
Financial Report Quality Check: v3 introduces a financial report quality inspection mechanism that checks key financial information before forming investment judgments, reducing the risk of concluding based solely on superficial growth data.
Conclusion Rejection Mechanism: When key evidence, financial quality, or other core conditions cannot support the original investment logic, it can trigger a conclusion rejection, avoiding the forced presentation of seemingly complete investment conclusions just to complete the report.
20 Types of Industry Research Frameworks: Introduces specialized research frameworks for different industries, allowing analysis to no longer rely solely on a generic template, focusing on more meaningful operational indicators and core variables according to industry characteristics.
Forecast Registration and Historical Review: Registers key forecasts generated during the research process while also recording the validation date, facilitating the use of actual results in the future to check whether the initial judgments hold and to conduct historical reviews.
Falsifiable Investment Judgments: Emphasizes the basis and verification conditions behind opinions, making investment logic not just "plausible" but also verifiable or refutable with subsequent financial reports, operational data, and industry changes.
Bilingual Research Reports: Supports generating investment research reports in both Chinese and English, allowing users to choose the output language based on different reading, research, and collaboration scenarios.
PDF Output: By default, generates PDF format investment research reports, making it easy to save, read, archive, and share later.
Automated Quality Check: Adds an automated quality check process to ensure consistency between data, evidence, and final conclusions in the report, minimizing contradictions between data and textual judgments.
equity-research-skill is an open-source Agent Skill for in-depth stock research and fundamental analysis. After upgrading to v3, it further emphasizes the credibility of research conclusions: not only generating a professionally formatted research report but also establishing an investment research process that is data-sourced, verifiable, falsifiable, and able to be reviewed post-factum.
Compared to merely aggregating company information or generating investment opinions, it connects financial report quality, industry characteristics, forecasting records, and final conclusions, and reduces the occurrence of "data saying one thing, conclusions saying another" through quality checks, making it more suitable for individual stock research, company fundamental analysis, and investment logic verification.
Software Features
Financial Report Quality Check: v3 introduces a financial report quality inspection mechanism that checks key financial information before forming investment judgments, reducing the risk of concluding based solely on superficial growth data.
Conclusion Rejection Mechanism: When key evidence, financial quality, or other core conditions cannot support the original investment logic, it can trigger a conclusion rejection, avoiding the forced presentation of seemingly complete investment conclusions just to complete the report.
20 Types of Industry Research Frameworks: Introduces specialized research frameworks for different industries, allowing analysis to no longer rely solely on a generic template, focusing on more meaningful operational indicators and core variables according to industry characteristics.
Forecast Registration and Historical Review: Registers key forecasts generated during the research process while also recording the validation date, facilitating the use of actual results in the future to check whether the initial judgments hold and to conduct historical reviews.
Falsifiable Investment Judgments: Emphasizes the basis and verification conditions behind opinions, making investment logic not just "plausible" but also verifiable or refutable with subsequent financial reports, operational data, and industry changes.
Bilingual Research Reports: Supports generating investment research reports in both Chinese and English, allowing users to choose the output language based on different reading, research, and collaboration scenarios.
PDF Output: By default, generates PDF format investment research reports, making it easy to save, read, archive, and share later.
Automated Quality Check: Adds an automated quality check process to ensure consistency between data, evidence, and final conclusions in the report, minimizing contradictions between data and textual judgments.
