Stock Copilot Pro

Global Multi-Source Stock Analysis with QVeris.

What This Skill Does

Stock Copilot Pro performs end-to-end stock analysis with five data domains:

1. Market quote / trading context
2. Fundamental metrics
3. Technical signals (RSI/MACD/MA)
4. News and sentiment
5. X sentiment

It then generates a data-rich analyst report with:

• value-investing scorecard
• event-timing anti-chasing classification
• safety-margin estimate
• scenario-based recommendations
• standard readable output (default) + optional full evidence trace (--evidence)

Key Advantages

• Deterministic tool routing via references/tool-chains.json
• Evolution v2 parameter-template memory to reduce recurring parameter errors
• Strong fallback strategy across providers and markets
• US/HK/CN market-aware symbol handling
• Structured outputs for both analyst reading and machine ingestion
• Safety-first handling of secrets and runtime state

Core Workflow

1. Resolve user input to symbol + market (supports company-name aliases, e.g. 特变电工 -> 600089.SH).
2. Search tools by capability (quote, fundamentals, indicators, sentiment, X sentiment).
3. Route by hardcoded tool chains first (market-aware), then fallback generic capability search.

• For CN/HK sentiment, prioritize caidazi channels (report/news/wechat).
• For CN/HK fundamentals, prioritize THS financial statements (income/balance sheet/cash flow), then fallback to company basics.

1. Before execution, try evolution parameter templates; if unavailable, use default param builder.
2. Run quality checks:

• Missing key fields
• Data recency
• Cross-source inconsistency

1. Produce analyst report with:

• composite score
• safety margin
• event-driven vs pullback-risk timing classification
• market scenario suggestions
• optional parsed/raw evidence sections when --evidence is enabled

Command Surface

Primary script: scripts/stock_copilot_pro.mjs

• Analyze one symbol:
• node scripts/stock_copilot_pro.mjs analyze --symbol AAPL --market US --mode comprehensive
• node scripts/stock_copilot_pro.mjs analyze --symbol "特变电工" --mode comprehensive
• Compare multiple symbols:
• node scripts/stock_copilot_pro.mjs compare --symbols AAPL,MSFT --market US --mode comprehensive

CN/HK Coverage Details

• Company-name input is supported and auto-resolved to market + symbol for common names.
• Sentiment path prioritizes caidazi (research reports, news, wechat/public-account channels).
• Fundamentals path prioritizes THS financial statements endpoints, and always calls THS company basics for profile backfill:
• revenue
• netProfit
• totalAssets
• totalLiabilities
• operatingCashflow
• industry
• mainBusiness
• tags

Output Modes

• markdown (default): human-readable report
• json: machine-readable merged payload

Dynamic Evolution

• Runtime learning state is stored in .evolution/tool-evolution.json.
• One successful execution can update tool parameter templates.
• Evolution stores param_templates and sample_successful_params for reuse.
• Evolution does not decide tool priority; tool priority is controlled by tool-chains.json.
• Use --no-evolution to disable loading/saving runtime learning state.

Safety and Disclosure

• Uses only QVERIS_API_KEY.
• Calls only QVeris APIs over HTTPS.
• Does not store API keys in logs, reports, or evolution state.
• Runtime persistence is limited to .evolution/tool-evolution.json (metadata + parameter templates only).
• No package installation or arbitrary command execution is performed by this skill script.
• Research-only output. Not investment advice.