US/HK Stock Analyst Pack

Problem

US, HK, and A-share materials are scattered across quote APIs, filings, macro databases, broker reports, and news sites. Manual workflows often mix stale prices, inconsistent valuation fields, one-sided theses, and long PDFs that are hard to distill. This pack splits the task into data, research, search, and output steps, routing each request to a concrete module instead of guessing live prices from general web search.

Core Capabilities and Workflow

• Real-time quotes: prefer Stocki for A-shares, HK stocks, US stocks, ETFs, and indices.
• Financials and valuation: use East Money-related modules for PE, ROE, revenue, and cash flow; finance-skills supports DCF, options, and volatility work.
• Research generation: Initiation of Coverage produces deep-dive stock reports, Industry Research Report produces sector reports, and Stocks Screener filters by technical, fundamental, and sentiment criteria.
• Information validation: Tavily Search and Multi-Search-Engine collect filings, policy news, and institutional views, then cross-check sources.
• Report output: Summarize extracts key points from PDF annual reports, Diagram Generator creates value-chain diagrams, Nano PDF exports reports, and Gog syncs to Google Workspace.

Outputs should present bull and bear cases, label currency units, and include a risk disclaimer. The pack is for analytical reference, not buy or sell advice.

Boundaries and Caveats

It is best used for research drafts, material organization, and report formatting, not as a replacement for licensed financial advice. Live data depends on APIs such as Stocki and East Money; Tavily, QVeris, Wind/Choice, and similar services require credentials. If a data source is unavailable, the result should state delay or possible bias instead of inventing prices.