中文说明 纯小白版说明文档

概述

一项技能，用于根据SEC文件及其他公开来源制作买方风格的定性股票分析报告（定性分析）。它要求严格引用、全面的章节覆盖以及明确的占位符以弥补缺失的证据。

主要特色

• 以证据为先的报告，带有明确的引用和占位符
• 逐节工作流程，对齐于 assets/report-template.md
• 当用户查询为英语时，输出英文
• 模块化数据采集（SEC EDGAR + 本地PDF）
• HTML 10-K 节段提取以加快分析速度

要求

• Python 3
• 用于SEC EDGAR取用的网络访问（可选）

目录结构

• SKILL.md：技能定义与执行规则
• assets/report-template.md：报告模板
• references/：护栏、验证检查表、金色设置
• scripts/：数据采集与提取工具

快速启动

0）把技能灌输给你的经纪人

把stock-qualitative-analysis/文件夹放在你的代理扫描的技能目录中。对于Claude Code、Codex或OpenCode，使用工具配置的技能路径（查看其文档/设置），并确保文件夹名称与stock-qualitative-analysis一致。

Stock Qualitative Analysis Skill

中文说明 纯小白版说明文档

Overview

A skill for producing buy‑side style qualitative stock analysis reports (定性分析) from SEC filings and other public sources. It enforces strict citations, comprehensive section coverage, and explicit placeholders for missing evidence.

Key Features

• Evidence‑first reporting with explicit citations and placeholders
• Section‑by‑section workflow aligned to assets/report-template.md
• English output when the user query is in English
• Modular data acquisition (SEC EDGAR + local PDFs)
• HTML 10‑K section extraction for faster analysis

Requirements

• Python 3
• Network access for SEC EDGAR fetching (optional)

Directory Structure

• SKILL.md: Skill definition and execution rules
• assets/report-template.md: Report template
• references/: Guardrails, validation checklist, goldenset
• scripts/: Data acquisition and extraction utilities

Quick Start

0) Install the skill in your agent

Place the stock-qualitative-analysis/ folder in the skills directory that your agent scans. For Claude Code, Codex, or OpenCode, use the tool’s configured skills path (check its docs/settings) and ensure the folder name matches stock-qualitative-analysis.

1) (Optional) Prepare sources

Local PDFs and SEC filings are both optional. If you already have files, ingest them; otherwise the Agent can fetch data during execution.

If local filings are available, prefer local PDFs first:

python3 scripts/ingest_local_pdfs.py --folder  --out ./cache/source_manifest.json

2) (Optional) Fetch SEC filings

python3 scripts/fetch_sec_edgar.py --ticker AAPL --form 10-K 10-Q --start 2022-01-01 --out ./cache/sec_edgar

Then build a unified manifest:

python3 scripts/build_source_manifest.py --ticker AAPL --forms 10-K 10-Q --start 2022-01-01 --sec-out ./cache/sec_edgar --out ./cache/source_manifest.json

3) Extract 10‑K HTML sections

python3 scripts/extract_sec_html_sections.py --html  --items 1,1a,7,7a,8 --out-dir ./cache/sections

4) Generate the report (Agent‑driven)

The Agent reads assets/report-template.md and fills each section using available sources and extracted item text. See SKILL.md for the execution rules.

English Output

If the user query is in English, the Agent must generate an English report while preserving the template structure. Section labels should be translated consistently (e.g., Conclusion / Details / Evidence).

Offline Mode

If network access is blocked (SSL/Cloudflare), use local PDFs and HTML files only. The skill supports building a manifest from local files and extracting sections from local HTML.

Troubleshooting

• SSL/Cloudflare blocked: Use local filings or configure SEC_USER_AGENT with multiple agents (comma‑separated). Example: SEC_USER_AGENT="UA1,UA2" python3 scripts/fetch_sec_edgar.py ...