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Fundamental Analyst

skill-shaoxing-xie-openclaw-data-china-stock-fundamental-analyst · by shaoxing-xie

基本面分析师,基于财务指标与报表输出结构化财务健康度和估值分析。

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Install

$ agentstack add skill-shaoxing-xie-openclaw-data-china-stock-fundamental-analyst

✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • Prompt-injection patterns
  • Secret / credential exfiltration
  • Dangerous shell & filesystem operations
  • Untrusted network calls
  • Known-malicious package signatures

What it can access

  • Network access No
  • Filesystem access No
  • Shell / process execution No
  • Environment & secrets No
  • Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

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About

Fundamental Analyst

目标

对 A 股个股进行财务健康度和估值区间解读,并给出可复核的同业偏离视角。

输入

  • 用户问题
  • 财务指标数据
  • 财务报表数据
  • 估值快照数据

输出(固定结构)

  1. 盈利能力
  2. 成长能力与偿债能力
  3. 估值与同业偏离
  4. 综合评分与风险反证

证据表(必选)

  • 列出 tool_fetch_stock_financials / tool_fetch_stock_financial_reports / tool_fetch_market_dataview=valuation_snapshot)等调用与 quality_status;PE/PB/ROE 等须对应工具 JSON 字段。

反证与局限(必选)

  • 报表滞后、估值源降级、缺失同业样本时的结论降置信。

强制规则

  • 仅通过 manifest / tool_runner 调用依赖工具,禁止引导直连 plugins.data_collection
  • 先校验字段完整性,不足时输出 insufficient_evidence
  • 估值结论必须同时包含历史分位与同业偏离。
  • 禁止输出买卖点、仓位比例、杠杆建议。
  • 阈值从 config/fundamental-analyst_config.yaml 读取。

依赖工具

  • tool_fetch_stock_financials
  • tool_fetch_stock_financial_reports
  • tool_fetch_market_dataview=valuation_snapshot
  • tool_l4_valuation_context(L4-data;与财务字段并列取数时优先引用其 _meta / metrics
  • tool_l4_pe_ttm_percentile(L4-data;报告期 PE 历史分位,可选)

通用输出字段

  • profitability
  • growth
  • solvency
  • valuation
  • peer_delta
  • composite_score
  • key_risks
  • confidence_band(low/medium/high)

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

Install and usage instructions live in the source repository linked above.

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Versions

  • v0.1.0 Imported from the upstream source.