Us Stock Researcher

US Stock Researcher

Institutional-grade deep analysis of US stock SEC filings, outputting professional investment reports.

Research Mode Selection

| Mode | When to Use | Requirements | |------|-------------|--------------| | Gemini Mode | Default when GEMINIAPIKEY is configured | GEMINIAPIKEY environment variable | | Claude Native Mode | When no Gemini API or user requests | WebSearch tool access |

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Quick Start Workflow

Path Variables

Before starting, determine these two paths:

• ``: The user's current working directory (where the agent session started). All output files go here.
• ``: The directory containing this SKILL.md file. Use its absolute path to reference scripts.

IMPORTANT: Always use absolute paths when running scripts. Never cd into the skill directory.

Step 1: Determine Filing Period

If user did NOT specify a period, use WebSearch to find the latest filing:

WebSearch: "{company_name} latest 10-K 10-Q SEC filing"

IMPORTANT: Always analyze the MOST RECENT filing by date, regardless of type (10-K or 10-Q).

Example decision logic:

• If latest 10-K is 2024-12-31 and latest 10-Q is 2025-09-30 → Use 10-Q (more recent)
• If latest 10-K is 2025-01-15 and latest 10-Q is 2024-09-30 → Use 10-K (more recent)

Inform user: "根据搜索，{TICKER} 最新的财报是 {10-K/10-Q}（截至 {period}），将分析该期财报"

Step 2: Download Filing

python3.11 /scripts/download_sec_filings.py --ticker  --type  --limit 1 --project-root 

Output: /investment-research/{TICKER}/tmp/sec_filings/cleaned.txt

Step 3: Dynamic Framework Generation

1. Read first 5000 characters of filing
2. Identify company industry
3. Select modules from /industry-analysis-modules.md
4. Merge with /financial-analysis-framework.md
5. Save to /investment-research//tmp/analysis-framework-YYYY-MM-DD.md

Step 4: Execute Deep Research

Gemini Mode (full two-phase analysis):

python3.11 /scripts/gemini_deep_research.py \
  --input /investment-research//tmp/sec_filings/cleaned.txt \
  --prompt /investment-research//tmp/analysis-framework-YYYY-MM-DD.md \
  --output-dir /investment-research/ \
  --ticker  \
  --company  \
  --phase all

Gemini Mode (local filing analysis only):

python3.11 /scripts/gemini_deep_research.py \
  --input /investment-research//tmp/sec_filings/cleaned.txt \
  --prompt /investment-research//tmp/analysis-framework-YYYY-MM-DD.md \
  --output-dir /investment-research/ \
  --ticker  \
  --company  \
  --phase local

Gemini Mode (web research only, requires local phase output):

python3.11 /scripts/gemini_deep_research.py \
  --input /investment-research//tmp/sec_filings/cleaned.txt \
  --prompt /investment-research//tmp/analysis-framework-YYYY-MM-DD.md \
  --output-dir /investment-research/ \
  --ticker  \
  --company  \
  --phase web \
  --phase1-output /investment-research//tmp/phase1-YYYY-MM-DD.md

IMPORTANT: --phase only accepts three values: all, local, web. Do NOT use numeric values like 1 or 2.

Claude Native Mode: Follow /prompts/claude-deep-research-protocol.md for complete 7-phase execution.

Step 5: Format and Save

Format per /markdown-formatter-rules.md, save to /investment-research/{TICKER}/

---

Mode 1: Gemini Deep Research

User Input → Download Filing → Framework Generation → Local: Filing Analysis → Web: Market Research → Integration → Final Report
                                                              ↓                         ↓
                                                      (Gemini Deep Research)    (Gemini Deep Research)

• Local phase (--phase local): Upload filing via Files API, Gemini analyzes comprehensively
• Web phase (--phase web): Web search for competitors, trends, management verification
• Integration: Claude merges local + web results per /prompts/report-merge-prompt.md

---

Mode 2: Claude Native Deep Research

Uses 7-Phase Deep Research + Graph of Thoughts (GoT) methodology.

For complete execution details, see: /prompts/claude-deep-research-protocol.md

7-Phase Overview

| Phase | Name | Description | |-------|------|-------------| | 1 | Question Scoping | Define goals, download filing | | 2 | Retrieval Planning | Identify industry, create research plan | | 3 | Iterative Querying | GoT branches: Financial, Competitive, Industry, Management, Risk | | 4 | Source Triangulation | Cross-validate findings | | 5 | Knowledge Synthesis | Structure report per framework | | 6 | Quality Assurance | Chain-of-Verification | | 7 | Output Packaging | Format and save |

GoT Research Branches

| Branch | Method | Focus | |--------|--------|-------| | A | Read filing | Financial data analysis | | B | WebSearch | Competitive landscape | | C | WebSearch | Industry trends | | D | WebSearch | Management verification | | E | WebSearch | Risk factors |

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Reference Documents

| Document | Purpose | |----------|---------| | [financial-analysis-framework.md](financial-analysis-framework.md) | Base analysis framework | | [industry-analysis-modules.md](industry-analysis-modules.md) | Industry-specific modules | | [markdown-formatter-rules.md](markdown-formatter-rules.md) | Report formatting rules | | [prompts/claude-deep-research-protocol.md](prompts/claude-deep-research-protocol.md) | Claude Native 7-phase guide | | [prompts/report-merge-prompt.md](prompts/report-merge-prompt.md) | Gemini mode report integration |

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Output Location

/investment-research/{TICKER}/
├── tmp/
│   ├── sec_filings/cleaned.txt
│   ├── analysis-framework-YYYY-MM-DD.md
│   ├── phase1-YYYY-MM-DD.md             # Local phase (--phase local) output
│   └── phase2-YYYY-MM-DD.md             # Web phase (--phase web) output
└── {TICKER}-Investment-Report-YYYY-MM-DD.md

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Usage Examples

• "Analyze AAPL's latest 10-K annual report"
• "Deep research MSFT's 10-K filing"
• "Analyze JPM's latest annual report" (auto-selects Financial module)
• "Research PFE's financial report" (auto-selects Pharma module)

Source & license

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

• Author: skindhu
• Source: skindhu/skind-skills
• License: MIT

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