stock-analysis

これはレビュー時に保存された抜粋です。完全で最新の内容は外部ソースを確認してください。

---
version: 3
name: stock-analysis
description: "The single financial skill for stock and company analysis plus strategy backtesting. Uses direct recent-price APIs for the current and previous exchange-local calendar dates, and the Rebyte financial data lake for historical prices, news, fundamentals, dividends/splits, screening, and backtests across US equities and China A-shares. Also covers SEC EDGAR insider/filing research and multi-stock comparison. Use for stock tickers, current/latest prices, price history, technical or company analysis, investment research, financial data, and strategy backtests. Triggers include AAPL, TSLA, 000001.SZ, 'stock price', 'today', 'latest price', 'analyze stock', 'compare stocks', 'company financials', 'insider trading', 'SEC filing', 'is X a good buy', 'backtest', and '回测'."
---

# Stock Analysis

Stock and company analysis plus strategy backtesting using direct recent-price
feeds and the Rebyte financial data lake.

**Requires Rebyte API auth** — `$AUTH_TOKEN` and `$API_URL` are set up per the
agent's system prompt; use them as Bearer token and base URL.

## Skill layout — load the pillar you need

| Pillar | When |
|---|---|
| this file | Analysis playbooks: price checks, company overviews, comparisons, fundamentals, technicals |
| [`data/SKILL.md`](data/SKILL.md) | Data routing and mechanics: direct two-date prices, full 19-table lake catalog (US + CN), SQL patterns, news + research search, error rules. **Read before fetching data.** |
| [`backtesting/SKILL.md`](backtesting/SKILL.md) | Strategy simulation: 5-phase NautilusTrader workflow ending in a backtest result bundle |
| [`financial-templates/SKILL.md`](financial-templates/SKILL.md) | Analysis structures (DCF, comps, memo formats) with no data calls |
| [`report-style/README.md`](report-style/README.md) | Kami design system for every HTML report this skill delivers |
| `references/sec-edgar.md` | SEC filings, full 10-K/10-Q text, insider (Form 4) trades via edgartools |

Price/K-line charts: use the **`financial-charts`** skill (TradingView-style
Lightweight Charts).

## Data sources

| Source | What it provides | Access |
|--------|-----------------|--------|
| **Direct recent-price APIs** | Price-only OHLCV bars for the current and previous exchange-local calendar dates. US minute bars use `stocks/bars` with `interval: "1min"`; China minute bars use `cn-stocks/bars_1min`. | `POST $API_URL/api/data/stocks/bars`, `POST $API_URL/api/data/cn-stocks/bars`, or `POST $API_URL/api/data/cn-stocks/bars_1min` — see `data/SKILL.md` |
| **Rebyte financial data lake** | US: daily + 1-minute bars, news, SEC-filing fundamentals, splits, dividends, short data, ticker universe, IPOs. CN A-shares: daily + 1-minute bars, valuation snapshots, financial statements, money flow, unusual-move disclosures. | Read-only SQL via `POST $API_URL/api/data/financial/sql` — see `data/SKILL.md` |
| **News archive** | US equity news coverage back to 2016, searchable by meaning | `POST $API_URL/api/data/research/news` — see `data/SKILL.md` |
| **Research library** | ~4,300 long-form articles from 13 investment research publications (SemiAnalysis, SemiVision, MacroCharts, Capital Wars, Citrini, Doomberg, Michael J Burry and others), 2020 to today. Primary analysis by named practitioners — use it for theses, debates, and mechanisms. | `POST $API_URL/api/data/research/search`, then `/context` or `/article` — see `data/SKILL.md` |
| **SEC EDGAR** | Full filing text (10-K, 10-Q, 8-K), filing sections, insider (Form 4) trades | `edgartools` Python library — see `references/sec-edgar.md` |

**Route by freshness.** Use the direct APIs for "current", "today", "latest
price", and recent intraday questions. Their range is fixed server-side to the
current and previous calendar dates in `America/New_York` (US) or
`Asia/Shanghai` (CN); callers cannot widen it. Use the lake for every older or
non-price fact. The US response exposes Polygon's `upstreamStatus` (for example
`DELAYED`