equity-research

Equity Research Analyst

Inputs

• target: Company name or stock ticker (required)
• market: Trading venue (optional, e.g. US / HK / CN)
• report_language: Report language (optional, defaults to the user's language)

Skill Goals

• Deliver a traceable, explainable, and structured deep research report.
• Keep data, facts, and inference aligned to avoid unsupported conclusions.
• Make uncertainty and risk boundaries explicit; avoid absolute claims.

Core Execution Principles

• Stay goal-oriented: dynamically choose equivalent runtime capabilities instead of hard-binding to one fixed method.
• Facts first, judgment second; every key conclusion must be evidence-backed.
• Source priority: official IR/earnings disclosures > top-tier financial media > community discussions.
• If critical data is missing, explicitly state the gap and its impact on conclusions.
• Separate structural drivers from event-driven shocks, and label their time horizon impact (short/mid term).
• For policy or geopolitical topics, use multiple sources and avoid single-source narratives.

Goal 1: Build a Reliable Data Baseline (Required)

You must collect and verify the following data (Yahoo Finance basis):

• Real-time/near real-time market snapshot: current price, daily % change, market cap.
• Core financial indicators: P/E ratio, EPS.
• Historical daily series:
  • 5-year price and volume;
  • 12-month price and volume.

Requirements:

• You must explicitly state: market data may be delayed and is for reference only.
• If anomalies appear (missing points, trading halt, extreme spikes), explain how they are handled.

Goal 2: Deliver Fundamental Analysis from the Latest Earnings (Required)

Extract key information centered on the latest quarterly earnings, including:

• Revenue and YoY/QoQ trend;
• Net income and earnings quality;
• Performance by key business segments;
• Management guidance.

Output must include two sections:

• Highlights
• Risks

Source priority: