Stock Research Desk

Claude Code skill for multi-agent equity research. Produces buy-side memos with debate, scenario projection, and bilingual DOCX delivery. Use when researching a stock, screening a sector, or maintaining a watchlist.

A 12-agent multi-factor equity research desk for single-name deep dives, theme screening, recurring watchlists, and bilingual (Chinese + English) document delivery.

Quick Start

# Deep dive a single stock
research-stock 赛腾股份 中国

# Screen a theme
research-stock screen "中国机器人" --market CN --count 3

# Watchlist
research-stock watchlist add 赛腾股份 --market 中国 --interval 7d
research-stock watchlist run-due

The 12-Agent Pipeline

Step	Agent	Search?	Focus
1	market_analyst	Yes	Macro cycle, industry structure, China narrative
2	macro_policy_strategist	Yes	Interest rates, credit cycle, policy transmission
3	company_analyst	Yes	Business quality, management, financials
4	catalyst_event_tracker	Yes	Earnings dates, insider activity, M&A, regulatory
5	sentiment_simulator	Yes	Narrative temperature, participant psychology
6	technical_flow_analyst	Yes	Price action, volume, institutional flow, options
7	comparison_analyst	Yes	Peer comparison, relative valuation anchors
8	quant_factor_analyst	Yes	Factor exposure, statistical significance, regime
9	committee_red_team	No	Contrarian challenge, hidden fragility
10	guru_council	No	Multi-perspective synthesis (Buffett/Druckenmiller/Simons)
11	mirofish_scenario_engine	No	Bull/base/bear scenario projection
12	price_committee	Yes	Target prices with explicit horizons

Workflow

1. Install: pip install -e .[dev]
2. Set OLLAMA_API_KEY in .env
3. Run ./bin/research-stock <name> <market> for a full memo
4. Or ./bin/research-stock screen "<theme>" --market CN --count N for screening
5. Output: bilingual DOCX on desktop with Chinese section first, English section second

Source Quality Model

Domain-level source scoring filters out noise. Official filings (cninfo.com.cn, SEC) score 94-96. Quality media (yicai, caixin) score 84. Forum noise (<36) is blocked entirely.

Safety

• No trading execution
• No portfolio management
• No backtesting engine
• Target prices always tied to explicit horizons and theses