Skill Claude CodeCodex
A framework for forecasting company earnings and comparing those forecasts with analysts’ consensus estimates—the typical market expectation. It uses both economy-to-company forecasts and company-level analysis, including standardized earnings surprises and estimate changes.
Skill Claude CodeCodex
Earnings estimate revisions, guidance analysis, and post-earnings drift (PEAD) — track analyst consensus changes, earnings surprise patterns, and management guidance shifts for US/HK equities.
Skill Claude CodeCodex
A guide to Eastmoney, a free Chinese financial-data service, and the tools that access it without a login token. It covers market flows, company disclosures, news, financial statements, stock screening, and Chinese A-share and Hong Kong markets, with some US company filings from SEC EDGAR.
Skill Claude CodeCodex
SEC EDGAR filing analysis — 10-K, 10-Q, 8-K, proxy statements, insider Form 4. Extract key financials, risk factors, management discussion, and generate investment signals from US public company filings.
Skill Claude CodeCodex
Elliott Wave Theory signal engine. Detects swing points through Zigzag, matches 5-wave impulse and 3-wave corrective structures, validates them with Fibonacci wave relationships, and generates trend-top / correction-complete signals. Pure in-house pandas implementation.
Skill Claude CodeCodex
A framework for evaluating exchange-traded funds (ETFs), which are funds bought and sold on a stock exchange. It covers product selection, fees, how closely an ETF follows its index, trading liquidity, strategy use, and quantitative portfolio construction, especially for China.
Skill Claude CodeCodex
Event-driven strategy based on sentiment-scored signals from news, announcements, and macro events. The LLM acts as the NLP engine, and event data follows a CSV schema.
Skill Claude CodeCodex
Trade execution modeling (backtest only) — slippage formulas (linear / square-root impact), VWAP/TWAP execution logic, market-impact cost estimation, and execution-assumption configuration.
Skill Claude CodeCodex
Factor research framework with IC/IR analysis, quantile backtesting, and factor combination. Suitable for cross-sectional factor evaluation across multiple instruments.
Skill Claude CodeCodex
A framework for reading a company's three main financial statements: the income statement, balance sheet, and cash-flow statement. It examines how the statements fit together, the quality of profits, profitability drivers, and warning signs of possible financial manipulation.
Skill Claude CodeCodex
A framework for evaluating mutual funds, private funds, and ETFs using returns, risk, investment style, manager decisions, and portfolio fit. It includes measures such as the Sharpe ratio, which compares returns with risk, and FOF construction, meaning a portfolio made from other funds.
Skill Claude CodeCodex
Fundamental factor screening — filter stocks by PE/PB/ROE, financial statement fields, and other metrics for value or growth selection. Supports A-shares (via tushare extrafields or fundamentalfields) and HK/US stocks (via yfinance Ticker info).
Skill Claude CodeCodex
Geopolitical risk analysis: quantify crisis signals, identify precursors, and build event-driven strategies for war, sanctions, and supply disruption scenarios.
Skill Claude CodeCodex
Global macro analysis framework (central bank policy transmission / FX forecasting / geopolitical risk / capital flows), used to build macro factor signals that drive cross-asset allocation.
Skill Claude CodeCodex
Harmonic Patterns signal engine. Identifies XABCD five-point structures such as Gartley/Bat/Butterfly/Crab based on Fibonacci geometry, and generates trading signals in the PRZ (Potential Reversal Zone).
Skill Claude CodeCodex
Hedging strategy design (beta hedge / option protection / tail risk / cross-asset hedging), including hedge-ratio calculation and cost evaluation.
Skill Claude CodeCodex
Stock Connect (Shanghai/Shenzhen-Hong Kong) fund flow analysis — Northbound (foreign into A-shares), Southbound (mainland into HK), sector allocation tracking, and cross-border arbitrage signals.
Skill Claude CodeCodex
Ichimoku Kinko Hyo five-line system signal engine. A standalone Japanese technical-analysis school that generates trading signals from Tenkan/Kijun crossovers, cloud position, and Chikou confirmation. Pure pandas implementation.
Skill Claude CodeCodex
Liquidation level analysis and heatmap interpretation — identify leveraged position concentration, liquidation cascades, stop-hunt zones, and use liquidation data as support/resistance signals.
Skill Claude CodeCodex
Macroeconomic cycle positioning and central-bank policy interpretation, including GDP/CPI/PMI/rates/FX analysis, with output in the form of major-asset allocation tilts.
Skill Claude CodeCodex
Deep management assessment — the 'buying a stock is buying a person' layer. For a company or a named executive, evaluate integrity (promise-vs-delivery tracking, crisis behavior, stakeholder treatment), ability (strategic foresight, execution, capital-allocation record) and governance (equity structure, compensation…
Skill Claude CodeCodex
Market microstructure: bid-ask spread analysis, order-flow toxicity metrics (VPIN / Kyle lambda), liquidity measures (Amihud / Roll), price-impact models, limit-order-book analysis, and China A-share call auction / block trade mechanics.
Skill Claude CodeCodex
Minute-level data analysis and backtesting. Retrieves minute candlesticks through OKX/Tushare/yfinance and can be used both for analysis and as input to the backtest engine.
Skill Claude CodeCodex
Machine-learning predictive strategy based on sklearn walk-forward training, feature engineering, and signal generation. Suitable for any OHLCV data.