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Stock Analysis Office Assistant

Office Efficiency Updated 2026.08.28

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Please follow https://skillhub.cn/install/skillhub.md to install @org-02qudk26/stock-analysis.

About this skill

The Problem

When writing a stock note, valuation, growth, financial health, and technical structure are often scattered across spreadsheets and peer tables. This skill is aimed at US, A-share, and HK names such as AAPL, 600519.SH, and 0700.HK, helping turn public financial data into a reviewable analysis framework rather than giving buy or sell advice.

How It Works

It organizes output along two lines:
- Fundamentals: P/E, P/B, ROE, revenue growth, gross margin, net margin, ROIC, leverage, and related metrics.
- Technicals: trend, support/resistance, MACD, RSI, head-and-shoulders, double top/bottom, and other pattern descriptions.
- Comparison: peer or industry context to support valuation and risk judgments.

The workflow usually starts with a ticker, market, or supplied financial data, then selects quick analysis, deep dive, technical review, or peer comparison, and finally returns a report with company overview, key metrics, valuation, risks, and investment thesis.

Boundaries

It does not provide real-time market data, access proprietary trading data, or constitute investment advice; conclusions depend on public information and stated assumptions, so formal decisions should be paired with the latest filings, audit context, and professional counsel.

Use Cases

  • Compile valuation and growth metrics for US, A-share, or HK tickers into a reviewable stock-analysis draft.
  • Turn public financial data into a structured report covering overview, risk factors, and investment thesis.
  • Compare peers on P/E, ROE, and net margin to assess industry position and valuation premium.
  • Summarize technical review notes on trend, support/resistance, MACD, and RSI.

Best For

  • Equity analysts who need to organize valuation, growth, and financial-health metrics quickly.
  • Investment research assistants who need to convert public data into structured analysis drafts.
  • Portfolio managers tracking US, A-share, and HK stocks who need peer and risk comparisons.
  • Finance instructors who need a presentable stock-analysis framework for course cases.