可能是最深度的 AI 投研报告 Skill：九章个股深研 + 九章财报深度分析，脚本化 DCF/EPV 与可复算估值
Supply asset profile
Deep research, source comparison, literature review, RAG, knowledge search, and reports.
Scenario
Document processing
I need my agent to read PDFs, extract tables, and turn documents into structured data.
Agent fit
Claude Code + CLI + Codex
Codex, Claude Code, Cursor, CLI, or custom agents.
Install
Ready
npx skills add rollingSirius/equity-research-skill
Maintenance
fresh
Pushed today
Risk
Safe to try
Stars/forks activity: 157 stars, 28 forks; issue activity unavailable in current metadata
GitHub quality
157
95/100 quality · 86/100 trust
Coverage tags
Review notes
Stars/forks activity: 157 stars, 28 forks; issue activity unavailable in current metadata
Agent adoption scorecard
These scores combine public repository metadata, OpenAgentSkill review signals, maintenance freshness, and install readiness. They are a shortlist signal, not a replacement for human review.
Quality
ExcellentHigh-confidence pick with strong adoption and healthy maintenance signals.
Trust
Review then installGood shortlist signal, but the agent should review audit notes, install policy, and outcome evidence before running it.
Audit
Safe to tryInstall readiness, security metadata, maintenance, and adoption risk.
Trust Score v5
Use as the primary candidate after human or sandbox review.
Stars
157 GitHub stars
Repo activity
157 stars, 28 forks
Maintenance
Pushed today
License
MIT
Install
npx skills add rollingSirius/equity-research-skill
Install safety
standard package or runtime install path
Permission surface
filesystem or document access
Agent outcomes
No agent outcome data yet
Docs
Strong README/SKILL.md context
Risk summary
Install readiness
Agent-readable metadata
Use this block or the embedded JSON to decide whether an agent should install this skill, choose an alternative, or ask for human review first.
Suited tasks
Suited agents
Install decision
Trust and risk
Outcome loop
Install command
npx skills add rollingSirius/equity-research-skillDo not use when
Agent safety v2
Good audit and safety signals with no high-risk permission hints in public metadata.
Review the audit page, then allow agent install in a sandboxed workflow.
medium
Skill likely fetches remote pages, APIs, repositories, or external services.
medium
Skill may read or write project files, documents, generated artifacts, or local workspace state.
Install targets
Copy the registry command or an agent-specific install prompt for Codex, Claude Code, and Cursor.
Use the registry command when your workflow supports the OpenAgentSkill installer.
$ npx skills add rollingSirius/equity-research-skillAgent resolve plan
The Resolve API returns the selected skill, alternatives, safety policy, audit notes, install target, and copy-paste prompt an agent can follow without scraping this page.
Resolve JSON
/api/agent/resolve?task=Use%20Equity%20Research%20Skill%20for%20an%20agent%20workflow&agent=codex&max_risk=medium
Resolve text
/api/agent/resolve?task=Use%20Equity%20Research%20Skill%20for%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text
Install handoff
/api/skills/rollingsirius-equity-research-skill/install
Agent should check
Copy prompt
Task: Use Equity Research Skill in this workspace.
Resolve first: https://www.openagentskill.com/api/agent/resolve?task=Use%20Equity%20Research%20Skill%20for%20an%20agent%20workflow&agent=codex&max_risk=medium
Review install handoff: https://www.openagentskill.com/api/skills/rollingsirius-equity-research-skill/install
Install command: npx skills add rollingSirius/equity-research-skill
Before running it, summarize audit warnings, required permissions, and the fallback skill if install is risky.Agent handoff
Use the public install endpoint to fetch the command, safety checklist, target prompts, and canonical links for this skill.
Install handoff
/api/skills/rollingsirius-equity-research-skill/install
LLM text format
/api/skills/rollingsirius-equity-research-skill/install?format=text
Find alternatives
/api/skills/search?q=Equity%20Research%20Skill&limit=3
Agent prompt
Use Equity Research Skill for this task. Review https://www.openagentskill.com/api/skills/rollingsirius-equity-research-skill/install, then install with: npx skills add rollingSirius/equity-research-skillRegistry metadata
This page exposes the same decision, trust, audit, use-case, and install signals through the Registry API, so agents can rank this skill without scraping the UI.
Manifest
/api/registry/manifest/rollingsirius-equity-research-skill
LLM text
/api/registry/manifest/rollingsirius-equity-research-skill?format=text
Install alias
/api/registry/install/rollingsirius-equity-research-skill
Recommend
/api/registry/recommend?task=Use%20Equity%20Research%20Skill%20in%20an%20agent%20workflow&limit=3
Agent fit
Document processing
Use-case tags
Platforms
Python, Claude Code
Audit report
Review install readiness, maintenance, trust, quality, and metadata warnings before adding this skill to an agent workflow.
Agent decision cockpit
Use this as a leading candidate, then validate the README and install path in your own agent stack.
Role in stack
Primary pick
Primary fit
Document processing
Trust label
Production-ready
Install path
Command ready
Use when
Evidence
Review first
Implementation path
Trust profile
Good shortlist signal, but the agent should review audit notes, install policy, and outcome evidence before running it.
GitHub adoption
INFO157 GitHub stars
Stars/forks activity
CHECK157 stars, 28 forks; issue activity unavailable in current metadata
Recent maintenance
PASSPushed today
License clarity
PASSMIT
Good signals
Review before install
Recommended action
Use as the primary candidate after human or sandbox review.
Quality profile
High-confidence pick with strong adoption and healthy maintenance signals.
Workflow fit
Parse messy files
I need my agent to read PDFs, extract tables, and turn documents into structured data.
Search private knowledge
I need my agent to build a RAG workflow over documents and retrieve reliable context.
Investigate faster
I need my agent to research a topic, compare sources, and produce a concise report.
Workflow fit
Ingest, retrieve, and cite
A workflow for document-heavy agents that ingest files, create searchable knowledge, retrieve relevant context, and answer with grounded sources.
Find, compare, and synthesize
A workflow for agents that gather sources, compare claims, summarize long material, and draft useful research briefs.
Operate and verify web apps
A workflow for agents that navigate products, fill forms, take screenshots, and verify real user flows across web applications.
Alternative shortlist
Similar skills in this category, ranked with the same readiness and quality signals.
A comprehensive collection of ready-to-use scientific and research skills for AI agents.
A curated list of resources and tools for enhancing Claude AI workflows.
A collection of practical, installable AI agent skills for disk cleanup, AI news retrieval, and project management, following the Agent Skills standard.
# 个股投研报告 Skill（v2）
作者：[@rollingSirius](https://x.com/rollingSirius)
英文文档：[README.en.md](README.en.md)
**可能是最深度的 AI 投研报告 Skill。**
这个 skill 的目标不是生成几段股票摘要，而是让 AI 工具按接近机构投研的纪律完成一份**事实可追溯、估值可复算、结论可审计**的深度个股研究报告。v2 在深度上再进一级：以**预期差**（市场隐含 vs 独立预期）为整份报告的分析主线，加入**财报质量核查**、**EVA/剩余收益**、**蒙特卡洛**、**反方论证复核**与**仓位思维**，行业附录扩至 16 类。
## 核心定位（v2）
| 能力 | 设计要求 | |---|---| | 预期差分析主线 | 反向 DCF + PVGO 分解解码"现价定价了什么"，产出预期差 Gap 表与可证伪的分歧命题；无分歧不给买卖动作（独立观点检验） | | 财报质量核查 | 应计质量、Beneish M-Score、DSO/递延背离、资本化政策、治理信号 → 财报可信度 A–D 分级，C/D 直接否决买入动作 | | 可复算估值 | 反向 DCF、三情景概率加权、EPV/三要素、**EVA/剩余收益**、合理倍数相对估值、SOTP，全部由 `scripts/dcf.py` 执行、假设 JSON 留档；可选**蒙特卡洛**输出公允价值分布与 P(loss) | | 外部视角 | 关键假设对照 `base-rates.md` 历史分布标分位；超越基准率必须给结构性理由；终值执行"终值合理性三查" | | 反方论证与仓位 | 成稿前 Pre-mortem（至少一条直击核心论点）；期望收益 EV、上行/下行不对称比、Kelly-lite 量级参考 | | 深度财报模式 | 九章财报深度分析：预期差质量、GAAP/Non-GAAP、现金流、电话会措辞、模型与估值变动桥；无旧报告自动建首次覆盖基线 | | 16 类行业附录 | 各行业专用 KPI、模型、估值与反证框架（见下表） | | 来源纪律 | 来源+时间戳、冲突对账、缺失写"未获取到"、外部内容防注入、任何情况下不执行交易 | | 多市场覆盖 | 美股、港股、A股、A/H 双重上市对比、中概 VIE/ADR 结构风险定价 |
## 输出物
**交付给用户的只有一份报告，默认 PDF 格式**：
- 用户未指明格式时，一律生成并交付 **PDF**（由 Markdown 源稿转换，确保中文字体与表格渲染）。 - 用户可显式指定 `.md`、`.docx` 或 `.xlsx`（估值 workbook：假设/DCF/情景/输出四页）。 - 报告头部为"结论框 + Tearsheet + 预期差 Gap 表"三件套，60 秒读完决策要点；估值章含文本版 football field 图。 - 估值假设 JSON、脚本输出、检查器结果、财务 CSV 均为**内部工作文件**：保留在工作目录供复算与追溯，关键内容以摘要写入报告附录，但**不作为交付物**；用户索要时才提供。
## 行业附录（16 类）
主报告不给所有公司套同一个模板。skill 先识别公司所处价值链，再按需加载对应附录，各附录分别改变 KPI、模型、估值与反证框架：
| 行业 | 重点关注指标 | |---|---| | SaaS / 订阅软件 | ARR、NRR、RPO/cRPO、获客效率（CAC/LTV）、Rule of 40、SBC 与稀释、反向 DCF | | 半导体 | 终端/产品拆分、units × ASP、库存周期、良率与产能利用率、backlog、出口管制、跨周期归一化估值 | | 银行 | NIM、存款 beta、资产质量与拨备、CET1、流动性覆盖、P/TBV–ROTCE | | 保险 | 承保利润、combined ratio、准备金充足性、VNB/CSM、偿付能力、投资组合质量、P/EV | | 医药 | 临床证据与成功概率（PoS）、患者漏斗、专利/独占期、现金 runway、逐资产 rNPV | | 消费 | 量价拆分、同店增速、渠道 sell-through、库存健康度、品牌份额、单位经济 | | 能源 | 产量与储量、递减率、成本曲线位置、价差/套保、维持性 capex、NAV | | 公用事业 | rate base、核准/实际 ROE、监管案件周期、资本项目、融资稀释、股息覆盖 | | 互联网/平台 | 用户 × 时长 × 变现率、GMV/take rate、履约与获客单位经济、分部 SOTP、监管风险、SBC 后 FCF | | 支付/金融科技 | TPV、净
Frameworks & Tools
Decision snapshot
recent repository activity
Audit snapshot
Install and adoption review
Agent-proven evidence
Outcome reports after resolve, review, install, and one narrow run.
No agent outcome data yet. The first agent run can report success, setup needs, risk blocks, failure, or not-relevant through /api/agent/outcome.
Install
Free and open source. Review the audit before production use.
Growth loop
Scenario-led draft for Equity Research Skill, ready for a manual X post.
Finance agents don't need louder takes. They need sources, data, and a repeatable research path. Equity Research Skill helps turn market noise into source-backed analysis an... 157 stars https://www.openagentskill.com/skills/rollingsirius-equity-research-skill?ref=x #AIAgents
Listing + install path for Equity Research Skill: https://www.openagentskill.com/skills/rollingsirius-equity-research-skill?ref=x Install: npx skills add rollingSirius/equity-research-skill
Listing source
This listing was indexed from public sources and is not marked official until a maintainer claim is approved.
Attribution links to the public repository or creator profile. Creators can claim the listing to update ownership signals.
Claim this skillOwner claim
This community indexed listing is attributed to rollingSirius but is not marked official yet. Claim it to add a verified owner signal and make future launch, install, and audit updates easier to trust.
Creator backlink kit
Show the canonical listing, current trust and audit signals, and real Agent Proven evidence where developers evaluate the repository.
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