Analyze

What it does

This skill, Analyze, provides a data-driven investment analysis framework for stocks, ETFs, and other financial instruments. It leverages a three-tiered approach: macro environment, industry analysis, and individual stock technicals to generate insights. The tool analyzes market trends, sector performance, and individual stock metrics like moving averages, MACD, RSI, and volume patterns to provide a comprehensive assessment suitable for informing investment decisions.

When to use it

• Analyzing specific stocks or ETFs before making an investment decision (e.g., /analyze 588000).
• Gaining insights into market trends and sector performance.
• Evaluating the technical health of a stock using indicators like MACD and RSI.
• Understanding Northbound capital flow to assess investor sentiment.
• Supplementing existing research with automated data analysis.

Key capabilities

• Macro Environment Analysis: Evaluates market cycles, index trends (e.g.,沪深300 vs MA20), Northbound capital flow, and market sentiment.
• Industry Analysis: Assesses sector strength, net inflows of funds into sectors, ETF comparisons, and policy catalysts.
• Individual Stock Technical Analysis: Analyzes trends using moving averages, momentum indicators (MACD, RSI), volume patterns, and position analysis (ATR stop-loss).
• Score Generation: Provides a 100-point comprehensive score based on the analysis.
• User Configuration Integration: Incorporates user holdings, watchlist, and investment style from configuration files.
• Web Search Supplementation: Can be used to retrieve company financial reports, announcements, or research reports (with source annotation).

Example prompts

• /analyze 588000 - Analyze the ETF with ticker 588000.
• /analyze 00700 - Analyze the Hong Kong stock with ticker 00700.
• /analyze 比亚迪 - Analyze BYD (Build Your Dreams) using its name.

Tips & gotchas

• The analysis relies on a fetch_full_analysis.py script, which must be executed first. For Hong Kong stocks, specify --market hk.
• Web Search is only for retrieving specific data like financial reports and research; it should not be used to obtain price data or fabricate technical indicators.
• The analysis framework prioritizes data from fetch_full_analysis.py, user configuration files, and WebSearch (when necessary).