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Investment Research

v0.2.1

提供公司或行业的全面投研分析,涵盖财务、行业格局、估值、技术面及风险催化,助力专业投资决策。

0· 351·3 current·3 all-time
byCaiJichang@caijichang212

Install

OpenClaw Prompt Flow

Install with OpenClaw

Best for remote or guided setup. Copy the exact prompt, then paste it into OpenClaw for caijichang212/investment-research.

Previewing Install & Setup.
Prompt PreviewInstall & Setup
Install the skill "Investment Research" (caijichang212/investment-research) from ClawHub.
Skill page: https://clawhub.ai/caijichang212/investment-research
Keep the work scoped to this skill only.
After install, inspect the skill metadata and help me finish setup.
Use only the metadata you can verify from ClawHub; do not invent missing requirements.
Ask before making any broader environment changes.

Command Line

CLI Commands

Use the direct CLI path if you want to install manually and keep every step visible.

OpenClaw CLI

Bare skill slug

openclaw skills install investment-research

ClawHub CLI

Package manager switcher

npx clawhub@latest install investment-research
Security Scan
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OpenClawOpenClaw
Suspicious
medium confidence
Purpose & Capability
The skill's stated purpose (structured investment research) aligns with the documented behavior: it instructs the agent to fetch financial data, analyze fundamentals/industry/valuation/technicals, and produce a report. However, there is an internal inconsistency: the top-level registry metadata shown to the evaluator lists no required env vars, while _meta.json and CONFIG.md explicitly reference QVERIS_API_KEY and TAVILY_API_KEY. Version/homepage fields also mismatch (registry shows version 0.2.1 and no homepage, while SKILL.md/README/_meta show 0.3.0 and a GitHub homepage). These mismatches reduce confidence in packaging quality.
Instruction Scope
SKILL.md is explicit and stays within the investment-research scope: it instructs using qveris-official and tavily-search to fetch public financial data, to cite sources and dates, to cross-validate at least two sources, and to separate facts/assumptions/judgements. It does not instruct reading unrelated local files or exfiltrating arbitrary system data.
Install Mechanism
This is an instruction-only skill with no install spec and no code files, minimizing on-disk execution risk. It does recommend configuring OpenClaw tools (qveris-official, tavily-search) in the platform config, which is normal for data-source integrations.
Credentials
Requiring API keys for financial data providers (QVERIS_API_KEY, TAVILY_API_KEY) is proportional to the skill's function. The problem is that the top-level 'Requirements' reported to the evaluator showed none, while _meta.json and CONFIG.md require these env vars—this inconsistency should be resolved before trusting the skill. Confirm which credentials are actually required and limit their scopes; do not provide broader secrets than necessary.
Persistence & Privilege
The skill does not request elevated platform privileges and 'always' is false. It asks the operator to enable/configure external tools in the OpenClaw config (tool-level config), which is expected. There is no evidence it modifies other skills or system-wide settings beyond its own recommended tool entries.
Scan Findings in Context
[NO_SCAN_FINDINGS] expected: The package is instruction-only (no code files), so the regex-based scanner had nothing to analyze. This is expected but means static analysis provides little signal—review the instructions and external tool endpoints manually.
What to consider before installing
What to check before installing or enabling this skill: - Metadata consistency: the package shows conflicting metadata (registry claimed no required env vars and version 0.2.1, but _meta.json/README/SKILL.md reference QVERIS_API_KEY, TAVILY_API_KEY and version 0.3.0 with a GitHub homepage). Ask the skill author or check the listed GitHub repo to confirm the canonical source and correct version. - API keys: the skill expects finance API keys (qveris/tavily). Only provide keys with limited scope and rotate them if you later revoke access. Do not reuse high-privilege or broadly-scoped secrets. - Verify tool endpoints: confirm 'qveris-official' and 'tavily-search' are legitimate trusted services and that the integration in your OpenClaw config points to official endpoints. If unsure, test with a throwaway or low-permission key first. - Least privilege: configure keys with read-only, query-limited scopes where possible and avoid embedding keys in files; follow the skill's own Security Advice (use env vars, .gitignore, rotate keys). - Operational testing: run the skill on a non-sensitive or public ticker first and verify returned source URLs, timestamps, and that the skill cites independent sources as it claims. - If you need higher assurance: request the canonical repository/source and changelog from the owner, or inspect any remote tool connectors your platform will install before granting credentials. Given the functional coherence but packaging/documentation mismatches, proceed only after resolving the metadata inconsistencies and confirming which env vars are actually required.

Like a lobster shell, security has layers — review code before you run it.

latestvk9795dzyn64pptrpg3mw1bhvzx839rjf
351downloads
0stars
2versions
Updated 4h ago
v0.2.1
MIT-0

Investment Research(投研分析)

目标(Goal)

用"可复盘"的研究框架输出客观、可验证、带风险边界的投研结论;把"事实/数据"和"判断/假设"明确分开。

先问清楚(Intake)

在开写前,优先收集这些最少信息(缺失则在报告里标注假设):

  1. 标的(Ticker/市场/币种)与投资期限(短/中/长)
  2. 风险偏好与约束:是否可承受回撤、是否可用杠杆/期权
  3. 目标:择时交易还是长期配置?是否已有仓位、成本、计划加减仓
  4. 数据偏好:你提供财报/研报,还是我用公开信息检索(可能非实时),默认使用工具获取公开信息

工作流(Workflow)

Step 1 — 数据与事实层(Facts first)

  • 优先用:公司公告/财报、交易所披露、权威统计、主流券商一致预期(如可得)。
  • 获取数据工具:
    1. 推荐qveris-official:当需要股价、财报等结构化数据、专业财经数据或更强的工具聚合能力时使用。
    2. tavily-search:基本信息查询,搜索简单网页数据,并交叉验证,作为补充。
  • 输出时必须:
    • 给出引用来源(URL/机构/报告名)+ 数据日期/口径
    • 多源交叉验证(至少 2 个独立来源)
    • 不确定/无法验证:明确写"未知/待验证",不要脑补。

Step 2 — 基本面(Fundamental / 基本面)

  • 三表(资产负债表/利润表/现金流量表)联动看:增长、盈利质量、现金流、杠杆与偿债。
  • 拆商业模式与护城河(moat):客户是谁、价值主张、成本结构、议价能力、可复制性。
  • 找"反直觉"风险点:一次性项目、会计口径变化、应收/存货异常、资本开支压力。

Step 3 — 行业(Industry / 行业研究)

  • 明确行业口径与产业链位置;给 TAM/SAM/SOM(若无法量化则说明原因)。
  • 竞争格局:核心对手、份额变化、差异化、价格战可能性。
  • 政策/监管/地缘:对收入、成本、准入的影响路径。

Step 4 — 估值(Valuation / 估值)

  • 相对估值:PE/PB/PEG/EV-EBITDA 对比同行与历史分位(注意可比性与会计口径)。
  • 绝对估值:必要时给 DCF/情景区间(Bull/Base/Bear),把关键变量写清楚。
  • 输出估值区间优于单点目标价;注明数据日期与货币。

Step 5 — 技术面(Technical / 技术分析)

  • 只做"时点与风险管理"辅助:趋势(多周期)+ 关键位(支撑/阻力)+ 量价验证。
  • 指标作为证据而非结论:MA、MACD、RSI、KDJ、布林带等(见参考)。
  • 给可执行计划:入场区间、无效点/止损(stop-loss)、目标与跟踪规则。

Step 6 — 结论、催化剂、风险与反证

  • 催化剂(catalysts):未来 3–12 个月可验证事件 + 可能影响方向。
  • 风险:列 Top 3–7,并给"监控指标/触发条件"。
  • 反证(disconfirming evidence):什么发生会推翻你的核心观点。

输出规范(Output Standard)

  • 默认输出:一份《投研分析报告》+ 一段"行动清单"。
  • 明确区分:
    • 事实(Facts):带来源与时间
    • 假设(Assumptions):可被验证/证伪
    • 判断(Judgement):基于事实与假设
  • 避免确定性措辞:用"可能/大概率/条件成立时"。
  • 必须包含风险提示与免责声明。

模板与参考资料(Resources)

  • 生成报告时:优先按 references/report-template.md 的结构输出。
  • 指标口径不确定时:查 references/indicator-cheatsheet.md

快速示例(Prompts that should work)

  • "按基本面+行业+估值分析一下 XX(给 bull/base/bear)"
  • "把 XX 最近 3 年的财务质量拆开讲,看看有没有风险点"
  • "用技术面给一个交易计划:支撑阻力、止损止盈怎么设"
  • "对比 XX 和 YY:谁更值得配置?给关键分歧与跟踪指标"

工具要求(Tool Requirements)

推荐工具

  • qveris-official(首选):用于获取股价、财报等结构化数据和专业财经数据
  • tavily-search(备用):用于基本信息查询和网页数据补充

工具使用策略

  1. 优先使用结构化数据源(qveris-official)
  2. 交叉验证至少 2 个独立来源
  3. 明确标注数据来源、日期和口径
  4. 无法验证的数据明确标注"未知/待验证"

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