Open-source investment research platform for financial analysis agents.

Retrieve market prices, histories, fundamentals, options, and news through Yahoo Finance endpoints for research workflows.

Stock analysis skill for market research and financial reasoning workflows.

Fast quantitative research and backtesting workflows for financial agents.

Prepare a pre-earnings briefing with consensus estimates, beat-miss history, and current market context.

Build an upcoming US earnings calendar with dates, timing, consensus estimates, and market-impact context.

Look up A-share, Hong Kong, and US stock tickers and retrieve historical OHLCV price data for research.

Evaluate systematic strategy ideas through signal testing, statistical validation, decay, execution costs, and model-risk review.

Create a structured post-earnings equity research update with key metrics, estimate changes, charts, and thesis review.

Complete and link income statement, balance sheet, and cash flow statement model templates with formulas and checks.

Review portfolio-company financial packages, flag variance to plan, and prepare monitored KPI summaries.

Screen equities with systematic value, momentum, quality, volatility, size, and growth factor frameworks.

Access China, Hong Kong, US, fund, futures, bond, and macroeconomic data through Tushare Pro workflows.

Estimate a public companys intrinsic value through DCF, relative, and sum-of-the-parts valuation methods.

Create a global market conditions report spanning equities, rates, FX, commodities, risk appetite, and sector rotation.

Research a US equity across fundamentals, valuation, technical context, peers, and current market data.