idea-generation

idea-generation is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (1,117 once invoked), scanned A, original, Apache-2.0.

A stock-research workflow for finding possible investment ideas by screening companies, studying themes, and spotting patterns.

In plain words
What is it for?
Use it to screen stocks by valuation, growth, quality, special situations, or geography, and to research themes such as AI infrastructure and identify companies that may benefit.
Why use it?
It gives you a structured way to narrow a large stock market into potential long or short ideas using stated criteria.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the equity-research plugin — 9 skills, 9 commands shipped together

Good fit Use it to screen stocks by valuation, growth, quality, special situations, or geography, and to research themes such as AI infrastructure and identify companies that may benefit.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/idea-generation
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add yuping322/financial-services-plugins-new --skill idea-generation
Clone the repo
git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install equity-research, the plugin that ships this one along with the rest of its 9 skills, 9 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for idea-generation

README.md
[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/idea-generation/github.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/idea-generation)
Your own site
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/idea-generation"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/idea-generation/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for idea-generation

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/idea-generation"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/idea-generation.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,117 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.01117
Opus 5 $0.00000 $0.00558
Sonnet 5 $0.00000 $0.00223
Haiku 4.5 $0.00000 $0.00112

Measured 10d ago against content hash 2f871ea32b64, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

idea-generation scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

equity-research/skills/idea-generation/SKILL.md · 112 lines

What it actually says

创意生成

描述:系统性股票筛选和投资创意寻源。结合定量筛选、主题研究和模式识别,以发现新的多头和空头创意。寻找新创意、运行筛选或进行主题扫描时使用。触发条件:"创意生成"、"股票筛选"、"寻找创意"、"什么看起来有趣"、"筛选"、"新创意"或"给我推荐什么"。

工作流程

第 1 步:定义搜索标准

向用户要求参数:

  • 方向:多头创意、空头创意或两者
  • 市值:大盘股、中盘股、小盘股、微盘股
  • 部门:特定部门或跨部门
  • 风格:价值、增长、质量、特殊情况、事件驱动
  • 地理位置:美国、国际、全球
  • 主题:任何特定的主题角度(人工智能、回岸、老龄化人口等)

第 2 步:定量筛选

根据风格运行筛选:

价值筛选

  • P/E 低于部门中值
  • EV/EBITDA 低于历史平均水平
  • 自由现金流收益率 >5%
  • 价格/账面价值低于 1.5x
  • 过去 90 天内的内部人员买入
  • 股息收益率高于市场平均水平

增长筛选

  • 收入同比增长 >15%
  • 盈利同比增长 >20%
  • 收入加速(增长率上升)
  • 扩大的利润率
  • 高投资资本回报率(>15%)
  • 强劲的净保留率(SaaS >110%)

质量筛选

  • 一致的收入增长(5+ 年)
  • 稳定或扩大的利润率
  • 净资产收益率 >15%
  • 低债务/股本比率
  • 高自由现金流转化率
  • 内部人员所有权 >5%

空头筛选

  • 收入下降或增长减速
  • 利润率压缩
  • 应收账款/库存相对销售额上升
  • 内部人员卖出
  • 估值溢价相对于同行而没有合理解释
  • 空头兴趣高但基本面恶化
  • 会计红旗(审计师更换、重述)

特殊情况筛选

  • 最近的 IPO/SPAC,锁定期即将到期
  • 过去 12 个月内的分拆
  • 从重组中复苏的公司
  • 激进股东参与
  • 表现不佳公司的管理层变化

第 3 步:主题扫描

对于主题创意,研究主题并识别受益者:

  1. 定义论文(例如,"2026 年及以后人工智能基础设施支出加速")
  2. 绘制价值链 — 谁直接获益,谁间接获益?
  3. 识别纯玩和多元化敞口
  4. 评估哪些名称已"价格化"vs低估
  5. 寻找市场尚未连接到主题的二阶受益者

第 4 步:创意呈现

对于通过筛选的每个创意,展示:

[公司名称] — [多头/空头] — [一句论文]

指标 价值 vs 同行
市值
EV/EBITDA (NTM)
P/E (NTM)
收入增长
EBITDA 利润率
自由现金流收益率

论文(3-5 条要点):

  • 为什么被错误定价
  • 市场遗漏的是什么
  • 实现价值的催化剂

关键风险:

  • 什么会使这个创意错误

建议的后续步骤:

  • 构建完整模型?深入尽职调查?专家电话?

第 5 步:输出

  • 5-10 个创意的简称列表,附带单页摘要
  • 已记录的筛选标准和方法
  • 所有创意的比较表
  • 优先列表:优先研究哪些创意

重要说明

  • 筛选会产生候选,不是结论 — 每个筛选输出都需要基本面工作
  • 最好的创意通常来自交叉点(例如,质量公司以价值价格出现,因为短期逆风)
  • 避免拥挤的交易 — 检查所有权数据、空头兴趣和有多少分析师覆盖该名称
  • 对立创意需要更高的确信度 — 时机更难,风险不对称
  • 跟踪创意成功率随时间的变化 — 哪些筛选和方法会产生最好的创意?
  • 空头创意需要更高的确信度 — 时机较难,风险不对称
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 10d ago First seen · 112 lines · 0 tokens per session scan A 2f871ea32b64

Subscribe to this mod's changes

idea-generation is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 1,117 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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