investment-research使用场景: 用户需要检索公司公告或 XBRL 事实,并基于平台内真实来源任务生成带引用、无投资指令的风险分析或投资研究报告;需要 INVESTMENT_RESEARCH_API_KEY。
Install via ClawdBot CLI:
clawdbot install caijichang212/investment-researchGrade Fair — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Calls external URL not in known-safe list
https://api.example.comAudited Apr 17, 2026 · audit v1.0
Generated Oct 6, 2026
用户希望按三表联动、商业模式与护城河角度系统分析某只股票,识别应收、存货、资本开支等潜在风险点。技能会从公开财报与披露文件中提取事实层数据并交叉验证,最终产出带来源标注的风险清单与结论。
用户要求对比某ETF或两个同行公司的估值水平、历史分位与行业景气度,给出相对配置建议。技能会构建PE/PB/EV-EBITDA对比框架,必要时补充DCF情景区间(Bull/Base/Bear),并列出关键分歧与跟踪指标。
用户已有持仓或计划建仓,希望基于多周期趋势与关键价位制定可执行交易计划。技能会整合MA、MACD、RSI等指标作为证据,输出入场区间、无效点/止损位、目标价与跟踪规则,并附带风险管理边界。
用户在财报季或重大事件前,希望预判未来3-12个月可验证的催化剂及其影响方向。技能会区分事实、假设与判断,构建Bull/Base/Bear三种情景,并给出反证条件说明什么信号会推翻核心观点。
用户需要一份结构完整、可复盘的专业投研报告,覆盖基本面、行业、估值、技术面、催化剂与风险。技能会先进行Intake问清标的、期限与风险偏好,再按report-template结构输出报告与行动清单,并附免责声明。
通过聚合股价、财报等结构化财经数据,为投研分析提供首选数据源,支持专业级分析所需的实时或准实时数据获取。其核心价值在于降低多源数据采集与清洗成本,使研究结论建立在可验证的数据之上。
作为补充性信息检索工具,用于查询简单网页数据并对结构化数据源进行交叉验证,帮助识别无法验证或存在冲突的信息。其价值在于提升研究的事实层覆盖率与可信度。
将数据工具与可复盘的投研框架结合,向用户交付结构化研究报告、估值区间与可执行交易计划。通过区分事实、假设与判断,提供带风险边界和免责声明的专业结论,降低个人投资者的研究门槛。
💬 Integration Tip
优先接入qveris-official获取结构化行情与财报数据,再用tavily-search进行至少两个独立来源的交叉验证,并在每次输出中强制标注来源URL、数据日期与口径,对无法验证的数据明确写未知/待验证。
Scored May 24, 2026
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