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AI Financial Research Assistant

Professional Updated 2026.08.30

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About this skill

Problem

Producing a single-stock research note often means stitching together market terminals, spreadsheets, chart scripts, and document templates. US, HK, and A-share tickers use different data sources, metric definitions can drift, and the final Word file is assembled by hand. This skill turns ticker → data → indicators → report into a reproducible local pipeline.

How It Works

  • Accepts codes such as AAPL, 00700.HK, 000001.SZ, and 600519.SS, detects the market, and fetches quotes, financials, and news via yfinance or akshare.
  • Computes MA, MACD, RSI, Bollinger, KDJ, volume, plus PE, PB, ROE, PEG, Sharpe, maximum drawdown, and VaR.
  • Combines results into a weighted score across trend, momentum, valuation, quality, and risk; renders technical charts, a financial dual-axis chart, a radar chart, and a nine-section Word report. With DeepSeek or OpenAI configured, it adds structured AI commentary.

Boundaries

This is a single-stock research template, not a real-time trading signal. Free data feeds may be delayed or rate-limited; A-share data has no same-day quotes on non-trading days; Linux may need Chinese fonts. If the LLM is unavailable, it falls back to rule-based analysis; missing financial data may show N/A or skipped sections.

Use Cases

  • A brokerage research team takes on stock coverage and needs quotes, financials, and valuation ranges.
  • A fund researcher writes holding reviews and adds technical metrics, risk metrics, and score charts to Word.
  • An investment advisor prepares A-share client materials with PE/PB, maximum drawdown, and five-dimension scores.
  • A buy-side analyst screens US tickers and exports MACD, RSI, Sharpe, and an AI summary.

Best For

  • Brokerage analysts covering individual stocks: they need quotes, financials, valuation, and risk notes in an archivable report.
  • Fund researchers tracking holdings: they need quick technical metrics, risk metrics, and Word weekly-report assets.
  • Investment advisors serving high-net-worth clients: they need PE/PB, drawdown, and five-dimension scores in client materials.
  • Quantitative-finance interns: they need to reproduce stock scoring, charting, and report-generation workflows.