stock-analysis

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---
name: stock-analysis
description: "Analyze stocks and companies using reportify-cli. Get company profiles, financial statements, stock quotes, technical indicators, analyst reports, earnings transcripts, and regulatory filings. Also handles deep financial research, cross-quarter earnings analysis, FOMC analysis, multi-source synthesis, and news aggregation. Use when user asks about a specific stock, company, investment analysis, earnings review, or requests deep financial research."
---

# Stock Analysis & Financial Research

Analyze individual stocks and conduct financial research using `reportify-cli` commands. For complex multi-step research, delegate to Reportify Agent.

**Shortcuts** (if configured): `$search` = `reportify-cli search`, `$stock` = `reportify-cli stock`, `$quant` = `reportify-cli quant`, `$agent` = `reportify-cli agent`

**Install**: `pip3 install reportify-cli`

**API Key**: Get your key at https://reportify.cn/skills then set:
```bash
export REPORTIFY_API_KEY="your_api_key"
```

## Symbol Format

| Module | Format | Examples |
|--------|--------|----------|
| `stock` / `quant` | Plain code | `AAPL`, `600519`, `00700` |
| `search` symbols | `Market:Code` | `US:AAPL`, `SH:600519`, `HK:00700` |

---

## CLI Tools

### Company Data (`reportify-cli stock`)
- `overview` — Company profile, business summary, executives
- `income_statement` — Revenue, profit trends (annual/quarterly)
- `balance_sheet` — Assets, liabilities structure
- `cashflow_statement` — Cash generation, capex
- `revenue_breakdown` — Revenue by segment/region
- `shareholders` — Major shareholders

### Market Data
- `reportify-cli stock quote` — Daily price, volume, market cap, PE, PS
- `reportify-cli stock index_quote` — Index price history
- `reportify-cli quant minute` — Real-time intraday price (use `start_datetime`/`end_datetime` with `HH:MM:SS`)
- `reportify-cli quant ohlcv` — Daily OHLCV candles

### Technical Analysis (`reportify-cli quant`)
- `compute_indicators` — RSI, MACD, KDJ, BOLL, ATR, etc.
- `compute_factors` — PE, PB, ROE, ROA, etc.

### Document Research (`reportify-cli search`)
- `reports` — Research reports (requires `query`)
- `news` — Financial news (requires `query`)
- `conference_calls` — Earnings call transcripts (`symbols` required, `query` optional)
- `earnings_pack` — Earnings report packs (`symbols` required, `query` optional)
- `filings` — Company filings (requires `query` + `symbols`)
- `webpages` — Web search (preferred over built-in web_search)

---

## Workflows

### 1. Company Overview
```
"Tell me about AAPL"
→ reportify-cli stock overview --input '{"symbols": "AAPL"}'
→ reportify-cli stock quote --input '{"symbol": "AAPL"}'
→ reportify-cli search earnings_pack --input '{"symbols": ["US:AAPL"], "num": 1}'
```

### 2. Investment Analysis
```
"Is TSLA a good buy?"
→ reportify-cli stock overview + stock quote (fundamentals + valuation)
→ reportify-cli stock income_statement (revenue & profit trends)
→ reportify-cli quant compute_indicators --input '{"symbols": ["TSLA"], "formula": "RSI(14)"}'
→ reportify-cli search reports --input '{"query": "Tesla", "symbols": ["US:TSLA"]}'
→ reportify-cli search conference_calls --input '{"symbols": ["US:TSLA"], "num": 1}'
```

### 3. Financial Deep Dive
```
"Analyze MSFT's financials"
→ reportify-cli stock income_statement --input '{"symbol": "MSFT", "period": "annual", "limit": 4}'
→ reportify-cli stock balance_sheet --input '{"symbol": "MSFT", "period": "annual"}'
→ reportify-cli stock cashflow_statement --input '{"symbol": "MSFT"}'
→ reportify-cli stock revenue_breakdown --input '{"symbol": "MSFT", "limit": 4}'
→ reportify-cli quant compute_factors --input '{"symbols": ["MSFT"], "formula": "PE_TTM()"}'
```

### 4. Earnings Review
```
"AAPL earnings review"
→ reportify-cli search earnings_pack --input '{"symbols": ["US:AAPL"], "num": 1}'
→ reportify-cli search conference_calls --input '{"symbols": ["US:AAPL"], "num": 1}'
→ reportify-cli stock income_statement --input '{"