Seven-Step Stock Building Analysis
Paste the following prompt into your AI chat to install this skill:
Install @user_b5f91b00/stock-seven-step using https://skillhub.cn/install/skillhub.md.
About this skill
Problem
Equity research often scatters across filings, quotes, news, and indicators, making it easy to treat low valuation, technical strength, and sentiment as one buy thesis. stock-seven-step addresses this fragmented judgment by turning a stock-position decision into a fixed checklist: score fundamentals, market sentiment, and technicals separately, stress-test the core thesis through a long/short debate, and end with position size, stop-loss, and target levels.
How It Works and Boundaries
The skill follows seven steps: fundamentals checks revenue, profit, ROE, valuation, and cash flow; sentiment reviews news, ratings, capital flow, and sector heat; technicals examines moving averages, MACD, RSI, support/resistance, and volume. It then runs the three buy questions: whether the holding thesis still holds, whether capital is moving to buyers or sellers, and whether upside exceeds downside. Weak answers can trigger pass or reduced sizing.
In the decision stage, it maps composite scores to position intensity and produces first-entry levels, add-on triggers, batch rhythm, and a stop-loss plan. Risk control emphasizes per-stock limits, stop placement, data sources, and risk/reward, preventing research conclusions from turning into overtrading.
It is best for structured single-stock review before entry, especially when the output must clearly say buy, wait, or pass. The boundary is data quality: it relies on market, financial, news, and flow inputs, is not licensed advisory, and does not guarantee profit; missing or conflicting data should reduce confidence.
Use Cases
- Before opening a position, score fundamentals, sentiment, and technicals item by item.
- Before buying, validate the holding thesis, capital flow, and risk/reward ratio.
- When planning entries, define first size, add-on trigger, stop loss, and target.
- When reporting, turn findings into buy/wait/pass advice with risk notes.
Best For
- Investors timing stock entries: want to turn buy reasons, sizing, and stops into a checkable list.
- Portfolio risk managers: need pre-decision checks on position limits, stops, and data sources.
- Equity analysts tracking sector sentiment: need to fold news, ratings, and fund flows into stock calls.
- Quant tool developers using market and filing APIs: need a fixed seven-step template to constrain outputs.
Related Skills
Based on Hengsheng Juyuan MCP financial data, it assesses equity, bond, commodity, and overseas markets and produces sourced risk reports with allocation guidance.
Applies a six-question industry-chain framework for structured fundamental analysis of sectors, profit pools, competition, ROIC, valuation, and domestic substitution.
Performs structured contract risk assessment, adds revision suggestions in the document, and generates a standalone review report.
A single-stock research framework that produces seven-dimension drafts, integrated analysis, scenario projections, and dual-track reference, with optional comparison and no investment advice.