Stock Research Executor
Execute the repo’s 8-phase equity due diligence workflow from a refined stock prompt through phase reports and final investment synthesis.
Overview
Stock Research Executor is an agent skill for the Idea phase that runs an 8-phase stock due diligence workflow from structured prompts through phase reports and final synthesis.
Install
npx skills add https://github.com/liangdabiao/claude-code-stock-deep-research-agent --skill stock-research-executorWhat is this skill?
- Runs an 8-phase investment due diligence process with style-aware priorities (e.g., value vs growth)
- Supports parallel agent deployment for heavy research phases
- Generates per-phase reports and a final synthesis from structured inputs
- Includes quality-assurance patterns for research completeness
- Designed to consume output from stock-question-refiner style structured prompts
Adoption & trust: 1.7k installs on skills.sh; 328 GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You have a ticker and investment style but no disciplined multi-phase research process your agent can follow to produce auditable diligence notes.
Who is it for?
Agent-first solo investors documenting deep equity research on specific tickers (including A-shares) with parallel agent assistance.
Skip if: Casual price checks, non-equity assets, or anyone expecting regulated financial advice without human review.
When should I use this skill?
You have a structured stock research prompt and need phased execution, parallel agents, QA, and final synthesis.
What do I get? / Deliverables
You receive phased research reports plus a final synthesis aligned to your style parameters—ready for your own investment decision, optionally after stock-question-refiner input.
- Per-phase research reports
- Final investment synthesis document
Recommended Skills
Journey fit
Stock deep research is an upfront decision-support activity before capital commitment, mapped to idea-phase research rather than product build. Research subphase fits structured competitor and business-quality investigation analogous to issuer and industry diligence.
How it compares
Structured multi-phase research executor—not a single-shot 'analyze this stock' prompt or a brokerage API integration.
Common Questions / FAQ
Who is stock-research-executor for?
Indie builders and solo investors using Claude Code to run systematic equity due diligence with documented phase outputs, especially alongside stock-question-refiner.
When should I use stock-research-executor?
In the idea research phase when exploring a new position; during validate-style sizing decisions when you need moat, governance, and valuation depth before committing capital.
Is stock-research-executor safe to install?
It guides research workflows only; verify data sources and compliance yourself and review the Security Audits panel on this Prism page before running with live credentials or brokerage hooks.
Workflow Chain
Requires first: stock question refiner
SKILL.md
READMESKILL.md - Stock Research Executor
# Stock Research Executor - Examples This document provides practical examples of how to execute the 8-phase investment due diligence process. ## Table of Contents 1. [Example 1: Value Investing - A-share Blue Chip](#example-1-value-investing) 2. [Example 2: Parallel Agent Deployment](#example-2-parallel-agents) 3. [Example 3: Phase Report Generation](#example-3-phase-report) 4. [Example 4: Quality Assurance](#example-4-quality-assurance) 5. [Example 5: Final Synthesis](#example-5-final-synthesis) --- ## Example 1: Value Investing - A-share Blue Chip ### Context **Input**: Structured research prompt from `stock-question-refiner` for Kweichow Moutai (600519.SH) **Investment Style**: Value investing, conservative risk tolerance, long-term holding **Priority Phases**: Business quality, governance, valuation ### Execution Plan ```markdown ## Research Execution Plan ### Research Target **Stock**: 600519.SH Kweichow Moutai Co., Ltd. **Market**: A-share (Shanghai) **Industry**: Consumer Staples - Baijiu ### Investment Parameters **Style**: Value Investing (深度价值) - Focus: Intrinsic value, margin of safety, durable competitive advantages - Implications: Prioritize moat assessment, normalized earnings power, conservative valuation **Holding Period**: Long-term (3+ years) - Research implications: Emphasize business sustainability, moat durability **Risk Tolerance**: Conservative - Constraints: Avoid high debt, weak balance sheets - Red flag emphasis: Financial quality, accounting issues ### Phase Prioritization **Deep Dive Phases**: - Phase 3 (Business Breakdown): Deep analysis of pricing power, moat, economics - Phase 5 (Governance): SOE governance, capital allocation, management quality - Phase 7 (Valuation): Comprehensive valuation with margin of safety **Standard Coverage**: Phases 1, 2, 4, 6 ### Multi-Agent Deployment Strategy [Full plan for all phases - 28 total agents] ### Output Structure Directory: `RESEARCH/STOCK_600519_Kweichow_Moutai/` 20 files as per standard template ### Estimated Timeline - Phase 1: 15-20 min - Phase 2: 20-25 min - Phase 3: 25-30 min (priority) - Phase 4: 20-25 min - Phase 5: 20-25 min (priority) - Phase 6: 15-20 min - Phase 7: 25-30 min (priority) - Phase 8: 15-20 min - **Total**: ~2.5-3.5 hours --- **Ready to proceed?** ``` --- ## Example 2: Parallel Agent Deployment ### Phase 1: Business Foundation - Launching 4 Agents in Parallel **Implementation**: ``` I'm now launching 4 research agents in parallel for Phase 1: Business Foundation... [Task Agent 1A] Research Kweichow Moutai's core business and products. Focus: Product portfolio, business segments, revenue drivers. Sources: Annual reports, company website, investor presentations. [Task Agent 1B] Research Kweichow Moutai's revenue and profit composition. Focus: Segment breakdown, profitability by product, revenue trends. Sources: Segment reporting, financial statements, MD&A. [Task Agent 1C] Research Kweichow Moutai's customers and value chain position. Focus: Customer segments, distribution channels, competitive position. Sources: Industry reports, company disclosures, channel analysis. [Task Agent 1D] Research Kweichow Moutai's recent strategic changes (past 3-5 years). Focus: i茅台APP, direct-to-consumer initiatives, pricing strategy evolution. Sources: Annual reports (past 5 years), news archives, press releases. --- All 4 agents are now running concurrently. I'll collect their findings once complete. ``` ### Collecting Results After agents complete (typically 3-5 minutes each, but parallelized so total ~5 min): ``` **Phase 1 Agent Results Summary**: **Agent 1A** (Products): - Core product: 飞天茅台 (Feitian Moutai) - premium baijiu - Series products: 王子酒、迎宾酒, etc. - mid/lower tier - Revenue mix: 飞天茅台 ~85% of revenue, series ~15% - Brand positioning: "National Moutai" - luxury baijiu for gift-giving and banquets **Agent 1B** (Revenue): - 2023 Revenue: ¥127.5B (+18.2% YoY) - Gross margin: 91.2% (stable, premium pricin