us-stock-analysis
Workspace-aware US stock analysis for kcn. Routes through `clawock analyze-us` / `clawock us-quotes` instead of generic web search, then layers fundamental/technical/news analysis on top. Use when user asks to analyze a US ticker (e.g. "analyze AAPL", "look at RKLB", "compare TSL
Install
npx skills add https://github.com/KCNyu/clawock/tree/master/skills/us-stock-analysis
claude plugin marketplace add https://llmmart.ai/marketplace.json && claude plugin install kcnyu-clawock@llmmart
git clone https://github.com/KCNyu/clawock.git
The skills CLI installs just this skill, for any of its supported agents. Claude Code installs the whole kcnyu/clawock collection as a plugin from our marketplace. Git is the plain clone.
Skill manifest
US Stock Analysis
Workspace-native US stock analyst. Always uses kcn's local pipeline for price/RSI/MA/signal — uses web search only for news, peer data, fundamentals.
Required reads before answering
For interactive questions (Modes 1-5). Direct chat already has MEMORY.md and TOOLS.md
injected — use them rather than rereading. Cron Modes 6/7 follow their payload instead:
isolated cron does not inject MEMORY.md, and what those runs must obey is in the payload,
the Mode section and the postflight gate.
In this order:
/root/.openclaw/workspace/MEMORY.md— data rules and traps (especially the "禁止用 portfolio.json 缓存价" rule)/root/.openclaw/workspace/TOOLS.md— script paths, provider fallback chains, skill routing table/root/.openclaw/workspace/INVESTMENT_SOP.md— standard startup sequence for investment questions/root/.openclaw/workspace/portfolio.json— if the ticker is in the active book, cost basis and PnL matter
Data source rule (non-negotiable)
Default path — use the workspace script, not web search:
# Full analysis: refreshes price + RSI-14 / MA20 / MA50 + Finnhub news + signal
/root/.local/bin/clawock analyze-us {TICKER}
/root/.local/bin/clawock analyze-us {TICKER} --no-news # skip news (save Finnhub quota)
# Price-only refresh
/root/.local/bin/clawock us-quotes {TICKER}
The script internally runs the 7-route fallback (Nasdaq API → Eastmoney → Finnhub → Yahoo v8 → yfinance → Alpha Vantage → Polygon), pulls prev_close independently from Polygon's /prev endpoint (so today_change is trustworthy after close), and writes back to portfolio.json if the ticker is held. Bypassing it re-introduces every bug it was written to fix.
Web search is only for: earnings transcripts, SEC filings, analyst notes, sector news, peer fundamentals, qualitative thesis material — never primary price quotes.
Forbidden: Sina US quotes API (境外 403), raw Yahoo scraping when the script already covers it, reading portfolio.json cached current_price without first refreshing.
Four analysis modes
Pick the smallest mode that answers the question. Default to Quick Read unless the user explicitly asks for deep analysis.
Mode 1 — Quick Read (most common)
When: "What's RKLB at?" / "How's NVDA doing today?"
- Run
clawock analyze-us {TICKER} --no-newsfor price + RSI/MA/signal - If in active book, pull cost basis + PnL from
portfolio.json - One short paragraph: price, today's move, RSI/MA stance, one-line verdict
Mode 2 — Technical Read
When: "Is X oversold?" / "Where's resistance on Y?"
- Run
clawock analyze-us {TICKER} --no-news - Load
references/technical-analysis.mdfor indicator interpretation - Output: trend (up/down/sideways), MA20/50 stance, RSI-14 reading (oversold <30, overbought >70), recent support/resistance from price action, one-line risk note
Mode 3 — Fundamental Read
When: "Is X overvalued?" / "Analyze Y's business"
- Run
clawock analyze-us {TICKER}for fresh price baseline - Run
clawock filings {TICKER}— pulls SEC EDGAR: latest 10-K/10-Q/8-K + 13 key XBRL concepts (revenue/net income/cash/EPS/assets/equity, 4 most recent periods). Use this before web search — primary source, structured, no scraping. - (Optional)
clawock filings {TICKER} --form4if insider activity is material to thesis - (Optional 中文速查)
clawock fundamentals {TICKER} --indicators— 东财 GMAININDICATOR 一次给齐 ROE/毛利率/净利率/资产负债率(比从 XBRL 自算比率快);数字与 SEC 冲突时以 SEC 为准 - Web search only for what SEC EDGAR can't give: peer multiples, analyst consensus, qualitative thesis, sector context
- Load
references/fundamental-analysis.mdfor framework,references/financial-metrics.mdfor ratio definitions - Output: business overview, financial trends from XBRL, valuation vs peers/history, insider signal, key risks, fair value range
Mode 4 — Full Report
When: "Give me a full report on X" / "Should I add X?"
- Run script (Mode 1 baseline)
- Do fundamentals (Mode 3)
- Do technicals (Mode 2)
- Do sentiment (Mode 5)
- Web search for catalysts (next earnings date, upcoming product/regulatory events)
- Load
references/report-template.mdfor structure - Output: executive summary + bull case + bear case + valuation + technical setup + sentiment read + risk + catalyst calendar + concrete entry/exit levels
Mode 7 — 盘中盯盘(cron,每 30 分钟)
美股按 ET 交易日判定,含跨 HKT 午夜档。SPCH 无限子弹流:不重复风险提醒、不建议砍仓;仅 raw_wechat_block 本档新出现 P0 行时核 strategy_checks 的数值、状态和来源证据并问一次是否继续。策略由持仓 strategy 与 config/intraday-strategy-policies.json 表达。只有 strategy_checks.status=clear 才能说对应 P0 未触发;unavailable 只说证据未取到,不拿单日涨跌推断五交易日。
clawock intraday preflight --market us --judgment-packet。market_closed结束。stdout 含完整决策 context(计划含 0 股观察、观察线、板块、来源与失败状态);同代副本留在memory/.tmp/intraday-context-us-latest.json,postflight 用context_id锁同代。任何行情缺口按quote_coverage明说,不能把旧价说成实时。delivery_mode=no_change:健康且语义未变,直接clawock intraday postflight --market us --context-id <id>;postflight 记审计心跳并静默,不写散文/sidecar;若健康闸或发布闸失败,watchdog 仍兜底。review_candidate只因新软候选唤醒:模型判断无需发时,prose 文件只写SILENT并带--text-file调 postflight,不写 sidecar;值得说则按 full_delta 写。full_delta才必须写▎我的看法,1–3 行:变化、判断、下一触发点。先读semantic_delta、plan_triggers、anomalies、一级事件,再看相关mover_news/peer_scan/add_side_reads。三态都不是下单授权。strategy_conflicts是旧计划与当前持仓策略的未解冲突,只据事实说明,不复述被策略禁止的旧减仓建议,也不擅自改写 risk_rule 为择时。只说相关票;旧计划、旧新闻和持仓表不复述。模型负责取舍和归因,消息短不等于删模型上下文;看完整plan_context、watch_levels、peer_scan、source_signals_detail与各来源失败状态,数值只引用包内原值,绝不心算差值、倍数、金额、股数或自行补状态/催化。 字段add_side_reads.rows[].evidence.proxy_label表示 20 日高/位来自代理标的:07226 的代理为恒科指数,SPCH 的代理为 SPCX;不得把代理价位当成杠杆产品自身价格。peer_scan已由 preflight 提供全持仓板块全景,直接读它;不要另读peer-map.json,不要另调clawock fetch-peers。缺项需标明,不能用缓存价补。 候选生成不等于议程决定:full_holdings含全持仓现价、日涨跌、报价新鲜度和计划触发线距离;soft_candidates、opportunity_radar、early_trend_candidates、provisional_setups、t0_setups、semantic_state都是供你比较边缘机会和历史变化的材料;没有硬阈值命中也要看候选是否值得说。known_catalysts衔接晨报,active_information_candidates留一手来源与失败状态。对本档异动,优先用
mover_news的一手interrupt;context只是背景,no_recent_filing是窗口内无新公告,degraded是源未取到。plan_context.open只作动作约束,不能把 0 股持有观察写成待执行买卖。add_side_reads的 candidate/wait/reject 三态都不是下单授权;有纪律冲突先说阻断条件。一级披露candidate|wait|reject也不是下单授权。 异动归因:mover_news中tier=primary且signal=interrupt才可能是硬催化;tier=supporting只能作背景,盘中禁止 Tavily。no_recent_filing写“窗口内无新一手公告”,index_fund_no_issuer写“指数基金无发行人公告”,degraded写“催化源未取到”,不能把源失败说成无消息。suppressed_noise等计数不要写进报告。只挑本档变化的最多两条,避免复述旧新闻。full_delta或review_candidate决定发送时,同时写memory/.tmp/intraday-prose-us.md和memory/.tmp/intraday-insights-{YYYY-MM-DD}.json;sidecar 规范见skills/_shared/intraday-status-sidecar.md。调用clawock intraday postflight --market us --context-id <id> --text-file /root/.openclaw/workspace/memory/.tmp/intraday-prose-us.md。harness 拼持仓表、验证、投递微信/TG、刷新 dashboard;不调用 message/send。postflight 不设超时,不在提交前终止。最终回复只留 status/投递/commit 结果,不复制消息。
Mode 6 — WeChat Briefing (cron-driven, harness 化 ✨)
When: 美股开盘 / 美股收盘 两个 cron 走这个 mode。
Harness 4-step:
Step 1: 跑 preflight
clawock report preflight --market us --phase {open|close}
跑 clawock analyze-us --wechat --md-table + 抽信号 + 异动,写 context 文件,并把同一份 JSON 打到 stdout(含 context_id;末行是 context_path:)。若输出 market_closed,本回合到此结束。
Step 2: 只写分析散文
你不写数据块、不写表格、不写标题 —— postflight 自己从 context 拼。2026-07-24 之前是让模型 verbatim 拷贝数据块,结果模型读错 context 就把一天前的数字发了出去;现在那条回路已经拆掉,数字在发送时刻直接取自 context 文件。
用 stdout 里的字段:signal_count / anomalies / index_direction / needs_risk_section / peer_scan / plan_context(08:00 简报还没执行完的决策,见下)/ mover_news(异动票的一手催化)/ mover_thesis(异动票的 thesis 与红线)(板块 + 同业 Top 5 今日/5日涨跌 + 背离信号,板块全景段直接用它);raw_wechat_block 是给你参考数字用的,不要抄进散文。
⚠️ plan_context 对账(非空时 ▎操作建议 必写,写在该段最前):里面是 08:00 简报为本腿定下、还没成交的决策(open[]:ticker/action/shares/pct/condition/confidence/driven_by/rationale,外加 exec_mode 当日执行方式、carried_over 有几条是往日挂到今天的)。
- 不许给同一只票提相反的建议。
driven_by=risk_rule的是纪律动作不是择时——给它加「等回踩 / 等反弹 / 等站稳」这类条件就是推翻简报(issue #119)。要推翻必须明写理由和新证据。 exec_mode.today_override说了 MOO 就不许改写成限价单口径。- 股数/比例照抄
shares/pct,不许换算也不许心算;carried_over>0时点一句「 条昨日挂单仍未成交」。 plan_context为{}说明今天本腿没有未完成决策,按正常写,不要编一个计划出来。plan_context里带error字段说明计划没读出来,不是今天没有计划(issue #136)。此时必须在 ▎操作建议 开头写一行「今日计划未取到(),以下建议未与 08:00 简报对账」,并且不许顺势断言「今天没有未完成决策」。- 可选键(#605/#609):
overridden_by_user= 用户已 override 的 risk_rule 砍单(已隐藏并结案,不要再提「该砍未砍」);reinvest_candidates= 砍/trim 的弹药去向候选(仅当open[]真有 cut/trim 时出现;是观察不是授权,配对话术照抄候选 ticker 与 trigger,不许虚构「砍 X 的弹药」当open[]里没有 X)。
🔢 数字铁律(postflight 会查,见 check_numeric_claims):散文里出现的每个金额/股数必须是 context 里已有的数字,照抄不换算。
- 禁止重述持仓股数、持仓市值、浮盈金额 —— 这些 postflight 已经拼在消息开头了,重述一遍只会多一次说错的机会(2026-07-27 就把 6200 股的仓位写成 1000 股)。例外且仅此一个:
plan_context.open[].shares是「这一单要动多少股」,照抄它是被要求的;被禁的是「这只票我持有多少股」。两者不是一回事——07226 持仓 6200 股、当日 swap 单 1000 股,同一天同一只票。 - 前瞻性数字(「再跌 2% 会亏多少」)要么别写,要么写出算式让人能验;拍一个量级出来是 2026-07-27「再伤 1.5-2 万 HK$」(真实约 1 千)那条 issue #120 的原型。
- 差值 / 倍数 / 距离可以算,但要把两个操作数写在同一句、结果前面(「SPCX $148.18 距前高 152.3 还有 2.8%」);乘积写完整的「操作数 × 操作数 ≈ 结果」。postflight 只核算这种写出来的算术,心算只给结果仍会标出。
- 区间必须真实存在:
+0.3~-0.4%这种正负打架的区间是编的,postflight 会直接标出来。
▎情绪面 里的异动归因(anomalies 非空时必写,最多 2 行,写在该段最前):
- 每只异动票一行:「{票} {幅度}% ← {mover_news 里 signal=interrupt 的标题要点}( 分钟前 / )」。
halts命中该票 → 先写停牌(reason_code+ 复牌时间)。mover_thesis里该票有triggered/watch红线 → 追一句「触及红线:」——这是归因语境,不是操作许可,能不能动手仍由 catalyst-gate 与风控契约决定。- 没有 interrupt:
no_recent_filing先查known_catalysts[票];有则写「窗口内无新公告;沿用今早已知催化:…」,没有才写「窗口内无新公告,且无已知催化,暂无法归因」;index_fund_no_issuer写「指数基金无发行人公告,看成分/板块」;degraded写「催化源未取到」(不等于「没有消息」)。一律不许编理由。 - 空间不够时先砍板块全景的细节,不砍归因——一次异动没解释,比少列两个同业更贵。
🗣 读者只看得到这条微信,看不到管线:三段里不写 harness/preflight/postflight/packet/sidecar/context_id,也不描述你在按什么指令、格式或步骤写;约束翻成交易语言(「packet 锁定的破位审议线」→「计划里的破位复核线」)。postflight 会以 advisory 标出。
写这几段,存成 memory/.tmp/report-prose-us-{phase}.md:
▎情绪面
{Finnhub news + 纳指 tone → market direction;⚡ **板块全景**:用 peer_scan 写对应主题今日 Top 5 + 你持仓位置 + 1 句归因。行情优先内置 web search;tavily 仅开盘/收盘或真事件用,带 `--bucket report`,盘中常规盯盘不烧 Tavily}
▎技术面
{RSI / MA stance → overbought/oversold/breakout}
▎操作建议
{plan_context 非空时先写计划对账(哪条已成交/仍挂着 + 今天怎么执行),再写具体票 + 价位}
▎风险提示(仅当 needs_risk_section=true)
长度由你自己判断:不设字数目标,把该说的说完,不为凑数注水也不为省字砍内容。
必须写到的:peer_scan 的 Top 5、持仓在同行里的位置、今日/5 日涨跌和归因、异动归因、
计划对账、三段必需标记、证据,以及 needs_risk_section=true 时的风险提示。
自然要避免的是重复而不是长度——同一组合风险数字不要在技术面、操作建议和风险提示三段
重复;财报/lockup 日期只在最相关的一段写一次;情绪面的异动归因和同行对比不要在技术面复述。
Step 3: 跑 postflight
clawock report postflight --market us --phase {phase} --context-id {Step 1 的 context_id} --text-file /root/.openclaw/workspace/memory/.tmp/report-prose-us-{phase}.md
--context-id 必须是 Step 1 打印的那个:不匹配说明 context 已被换代(散文和数据不同代),postflight 拒绝拼装、只发数据块。散文文件超过 30 分钟没更新同样拒发(防重发上个 slot 的旧文本)。
pass/warn 自动刷新 snapshot/dashboard,提交 scoped 产物并经 ops/publish/safe_push.sh 推送。
⏱ 看到 SIGTERM / exec 超时 ≠ 报告没发出去,别原样再跑一遍。 exec 的 overall-timeout 只杀命令外壳,postflight 子进程还在继续跑,通常微信早发出去了。先读 memory/.tmp/report-sent-us-{phase}-{今天}.json:有 sent_ok / tg_ok 就是已投递,直接把它当 Step 3 的结果输出。(2026-08-13 09:30 港股开盘就是这么让微信收到两条的,#508。postflight 现在有发送前 claim 会挡住第二次真发,输出里会写 send_claim,但那一跑仍然是白跑。)
Step 4: 输出报告(仅存档;微信已由 postflight 主发,禁用 message 工具)
微信投递已在 Step 3 的 report_postflight 用 fresh-token 短连接发出——这是
唯一微信路径(cron 设 --no-deliver,不再 announce),同时会镜像 Telegram。
把 postflight 返回的 status + issues 作为本回合最终文本回复输出即可(仅留痕)。
不要自己调 message/send 工具;report_watchdog 只在 Telegram marker 缺失/失败时
补投 Telegram,不重发微信。
Title template(preflight 已生成):
- 开盘 09:30 ET:
🌅 美股开盘快报|{date} 09:30 ET - 收盘 16:00 ET:
🌙 美股收盘日报|{date}
Hard rules:
- ⚠️ data gaps must be stated explicitly, never fabricate (postflight 扫敷衍词)
- ❌ 禁止调用
message/send 工具发报告 — 微信由 Step 3 的report_postflight用 fresh-token 主发(cron--no-deliver,不 announce),手动再调 message 会和 postflight 撞成双发(2026-06-03 美股开盘连发两次的根因:模型在"已完成"叙述的同一 turn 又调了一次 send)。整轮只输出一次,发完即停;report_watchdog只在 Telegram marker 缺失/失败时补投 Telegram,不重发微信。 - No simple number recitation — model must add interpretation
- 异动票 (anomalies) 必须在报告里提到 (postflight 强制)
- 不设字数目标;拼装全文只有一道防复读死循环的天花板(>5000 warn,>6000 fail)
Mode 5 — Sentiment Read
When: "市场情绪怎么样" / "推上怎么说 X" / "Reddit 怎么聊 X" / before a sizing decision
Sources, in order:
- Finnhub news (in script) —
clawock analyze-us {TICKER}without--no-newsalready pulls last 7 days with keyword sentiment scoring. This is the first source — read it before anything else. - Tavily (news + X) — for trending discussions, analyst notes, X/Twitter sentiment. ⚠️ Budget rule (免费档 1000 credits/月,全局共享): 盘中盯盘(每 30 分钟)默认不调 Tavily,用 Finnhub + Reddit JSON 就够;只有开盘/收盘报告、或盘中出现真事件(异常波动跑输基准 / 停牌 / 财报预警 / 监管公告 / 有大标题但价格无法解释)才用。调用必须带
--bucket:开盘/收盘用--bucket report,盘中事件用--bucket intraday(不带 bucket 会落 60/月的 default 桶很快被挡):
护栏是硬闸:额度用尽脚本返回 "Web search unavailable" 且 exit 0,别当报错,退回 Reddit/内置搜索。node /root/.openclaw/workspace/skills/tavily-search/scripts/search.mjs "{TICKER} stock sentiment" --topic news --days 3 --bucket report node /root/.openclaw/workspace/skills/tavily-search/scripts/search.mjs "{TICKER} reddit wallstreetbets" --bucket report - Reddit JSON (no auth needed) — direct fetch:
r/wallstreetbets is retail momentum; r/stocks is more measured. Both together give the retail temperature.curl -sH "User-Agent: openclaw/1.0" \ "https://www.reddit.com/r/wallstreetbets/search.json?q={TICKER}&restrict_sr=1&sort=new&limit=25" \ | jq '.data.children[].data | {title, score, num_comments, created_utc}' curl -sH "User-Agent: openclaw/1.0" \ "https://www.reddit.com/r/stocks/search.json?q={TICKER}&restrict_sr=1&sort=new&limit=15" \ | jq '.data.children[].data | {title, score}' - scrapling fallback — if Reddit JSON 429s or content needs comment-level depth, use
StealthyFetcher(see../scrapling/SKILL.md). Same for X if Tavily misses.
Output:
- Sentiment score: -1 (extremely fearful) to +1 (euphoric); call out divergence from price action ("price up but Reddit fearful — short squeeze setup" or vice versa)
- Key narratives (2-3 bullets): what people are actually saying / focused on
- Catalyst chatter: earnings expectations, upcoming events, FUD threads
- Volume signal: ↑ post count vs prior week = topic heating up
Comparison mode
For "X vs Y" requests:
- Run script for both tickers
- Build side-by-side metric table (price, today_change, RSI, MA50 stance, P/E, revenue growth, margins, market cap)
- Verdict in one paragraph — which has the cleaner setup and why; don't hedge
Output style (kcn-tuned)
The user is aggressive, table-first, and hates filler. Match that:
- Direct verdicts. "RKLB looks toppy at $118, RSI 73, would trim on strength" beats "RKLB shows signs of being overbought; consider monitoring."
- Tables for any 3+ data points. Price/PnL/RSI/MA/signal lives in a table, not prose.
- No hedging boilerplate. Skip "This is not financial advice" — the user knows, and
MEMORY.mdhas the trading style on record. - Cite the data freshness. End with "数据: clawock analyze-us " so the user knows price is live, not cached.
- Flag stale data loudly. If the script's fallback chain failed all 7 routes, lead with "⚠️ 数据获取失败,以下为旧缓存数据" before any analysis.
Special handling — leverage ETFs
When the ticker is a leveraged ETF (SOXL, TQQQ, RKLX, MSFU, ROBN — anything with the is_leveraged_etf=true flag in portfolio.json or 2x/3x in the name):
- Always note decay risk for multi-day holding periods
- Verdicts must reference the underlying's direction, not just the ETF's chart
- 1-day RSI on these is noisy; weight MA20/50 stance higher
Examples
User: "RKLB 怎么样"
Approach: Mode 1 — clawock analyze-us RKLB --no-news, read its position from portfolio.json, output table + one-line verdict.
User: "compare AAPL vs MSFT" Approach: Comparison mode — script both, side-by-side table, paragraph verdict.
User: "Give me a deep report on PLTU" Approach: Mode 4 — full pipeline with references/report-template.md structure.
Reference files (lazy-load)
references/technical-analysis.md— indicator definitions, chart patterns, support/resistance methodologyreferences/fundamental-analysis.md— business quality, financial health, valuation frameworks, red flagsreferences/financial-metrics.md— every ratio formula needed for valuation workreferences/report-template.md— full-report skeleton for Mode 4
These are market-agnostic; hk-stock-analysis also references them.
Companion tools
../scrapling/SKILL.md— when all 7 script-internal fallbacks fail, or when Reddit/social needs comment-level depth past the public JSON../tavily-search/SKILL.md— primary web search tool for news/sentiment/research (do not let the model improvise with Yahoo/Google scraping)portfolio-swarm-reviewskill — deep bull/bear/judge debate framework (analysts → researchers → risk debators → trader), inspired by TauricResearch/TradingAgents design; use when single-shot analysis isn't enough
Files (clawock)
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references
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financial-metrics.md 5 KB
# Financial Metrics Reference ## Profitability Metrics **Gross Profit Margin** - Formula: (Revenue - COGS) / Revenue × 100 - Measures: Production efficiency and pricing power - Higher is better; compare to industry average **Operating Profit Margin** - Formula: Operating Income / Revenue × 100 - Measures: Operational efficiency - Excludes financing and tax effects **Net Profit Margin** - Formula: Net Income / Revenue × 100 - Measures: Overall profitability after all expenses - Bottom line efficiency **Return on Equity (ROE)** - Formula: Net Income / Shareholders' Equity × 100 - Measures: Profitability relative to shareholder investment - DuPont Analysis: ROE = Net Margin × Asset Turnover × Equity Multiplier **Return on Assets (ROA)** - Formula: Net Income / Total Assets × 100 - Measures: Efficiency in using assets to generate profit **Return on Invested Capital (ROIC)** - Formula: NOPAT / Invested Capital × 100 - NOPAT = Net Operating Profit After Tax - Invested Capital = Total Debt + Total Equity - Cash - Measures: Return on all capital (debt + equity) ## Valuation Metrics **Price-to-Earnings (P/E) Ratio** - Formula: Stock Price / Earnings Per Share - Trailing P/E: Uses past 12 months earnings - Forward P/E: Uses estimated future earnings - Interpretation: Higher P/E = higher growth expectations or overvaluation **Price-to-Earnings-to-Growth (PEG) Ratio** - Formula: P/E Ratio / Earnings Growth Rate - Interpretation: PEG < 1 potentially undervalued; PEG > 1 potentially overvalued **Price-to-Book (P/B) Ratio** - Formula: Stock Price / Book Value Per Share - Book Value = Total Assets - Total Liabilities - Useful for asset-heavy industries **Price-to-Sales (P/S) Ratio** - Formula: Market Cap / Total Revenue - Useful for unprofitable companies or comparing revenue multiples **Enterprise Value (EV)** - Formula: Market Cap + Total Debt - Cash - Represents total company value **EV/EBITDA** - Formula: Enterprise Value / EBITDA - EBITDA = Earnings Before Interest, Tax, Depreciation, Amortization - Capital structure neutral valuation metric **EV/Sales** - Formula: Enterprise Value / Revenue - Useful when comparing companies with different profitability **Dividend Yield** - Formula: Annual Dividend Per Share / Stock Price × 100 - Measures: Income return from stock ## Growth Metrics **Revenue Growth Rate** - Formula: (Current Revenue - Prior Revenue) / Prior Revenue × 100 - YoY (Year-over-Year), QoQ (Quarter-over-Quarter) **Earnings Per Share (EPS) Growth** - Formula: (Current EPS - Prior EPS) / Prior EPS × 100 - Track both reported and adjusted EPS **Compound Annual Growth Rate (CAGR)** - Formula: (Ending Value / Beginning Value)^(1/Years) - 1 - Smoothed growth rate over multiple years ## Liquidity Metrics **Current Ratio** - Formula: Current Assets / Current Liabilities - Measures: Short-term liquidity - > 1.5 generally considered healthy **Quick Ratio (Acid-Test)** - Formula: (Current Assets - Inventory) / Current Liabilities - More conservative than current ratio - > 1.0 generally considered healthy **Cash Ratio** - Formula: Cash and Cash Equivalents / Current Liabilities - Most conservative liquidity measure ## Leverage Metrics **Debt-to-Equity (D/E) Ratio** - Formula: Total Debt / Total Equity - Measures: Financial leverage - Industry-dependent; lower generally safer **Debt-to-Assets Ratio** - Formula: Total Debt / Total Assets - Shows proportion of assets financed by debt **Interest Coverage Ratio** - Formula: EBIT / Interest Expense - Measures: Ability to pay interest - > 2.5 generally considered safe ## Efficiency Metrics **Asset Turnover** - Formula: Revenue / Average Total Assets - Measures: Efficiency in using assets to generate sales **Inventory Turnover** - Formula: COGS / Average Inventory - Higher = more efficient inventory management **Receivables Turnover** - Formula: Revenue / Average Accounts Receivable - Days Sales Outstanding (DSO) = 365 / Receivables Turnover ## Cash Flow Metrics **Free Cash Flow (FCF)** - Formula: Operating Cash Flow - Capital Expenditures - Available cash for dividends, buybacks, debt repayment **FCF Yield** - Formula: Free Cash Flow Per Share / Stock Price × 100 - Similar to dividend yield but for total cash generation **Cash Conversion Rate** - Formula: Free Cash Flow / Net Income - Should be close to or > 100% - Lower ratio may indicate earnings quality issues ## Per Share Metrics **Earnings Per Share (EPS)** - Formula: Net Income / Weighted Average Shares Outstanding - Basic EPS vs Diluted EPS (includes options, convertibles) **Book Value Per Share** - Formula: (Total Assets - Total Liabilities) / Shares Outstanding **Cash Flow Per Share** - Formula: Operating Cash Flow / Shares Outstanding ## Share Metrics **Shares Outstanding** - Total shares issued and held by investors - Track dilution over time **Float** - Shares available for public trading - Excludes insider and restricted shares **Share Buybacks** - Track net share reduction/increase - Buybacks can boost EPS without earnings growth -
fundamental-analysis.md 3.1 KB
# Fundamental Analysis Reference ## Analysis Framework ### 1. Business Quality Assessment **Competitive Advantages (Moats)** - Brand strength - Network effects - Cost advantages - Switching costs - Patents and intellectual property - Regulatory barriers **Management Quality** - Track record of capital allocation - Insider ownership - Compensation structure alignment - Communication transparency **Business Model** - Revenue streams diversity - Scalability - Margin sustainability - Customer concentration risk ### 2. Financial Health Analysis **Profitability Analysis** - Gross margin trends - Operating margin trends - Net margin trends - Return on Equity (ROE) trends - Return on Assets (ROA) trends - Return on Invested Capital (ROIC) trends **Growth Analysis** - Revenue growth (YoY, QoQ) - Earnings growth (YoY, QoQ) - Free cash flow growth - Market share trends - Geographic/segment growth breakdown **Balance Sheet Strength** - Debt-to-Equity ratio - Current ratio - Quick ratio - Interest coverage ratio - Cash position vs debt - Working capital trends **Cash Flow Analysis** - Operating cash flow consistency - Free cash flow (OCF - CapEx) - Cash conversion rate - Capital expenditure trends - Dividend sustainability ### 3. Valuation Analysis **Relative Valuation Metrics** - P/E ratio (vs historical, vs peers, vs sector) - Forward P/E - PEG ratio (P/E / growth rate) - P/B ratio (Price-to-Book) - P/S ratio (Price-to-Sales) - EV/EBITDA (Enterprise Value / EBITDA) - EV/Sales **Absolute Valuation** - Discounted Cash Flow (DCF) principles - Estimate intrinsic value range - Margin of safety calculation ### 4. Industry and Market Analysis **Industry Dynamics** - Industry growth rate - Industry lifecycle stage - Competitive landscape - Barriers to entry - Regulatory environment - Technological disruption risk **Market Position** - Market share - Competitive positioning - Customer loyalty metrics - Pricing power ### 5. Risk Assessment **Company-Specific Risks** - Key person dependency - Customer concentration - Supplier concentration - Product concentration - Litigation risks - Regulatory risks **Market Risks** - Economic sensitivity - Interest rate sensitivity - Currency exposure - Commodity price exposure ## Analysis Workflow 1. **Understand the business** (what they do, how they make money) 2. **Assess competitive position** (moats, market share) 3. **Analyze financial statements** (trends over 3-5 years) 4. **Calculate key metrics** (profitability, growth, leverage) 5. **Compare to peers** (relative positioning) 6. **Value the company** (multiple approaches) 7. **Identify risks** (company and market level) 8. **Determine investment thesis** (bull and bear cases) ## Red Flags to Watch For - Declining margins - Consistently negative or declining free cash flow - Rising debt without revenue growth - Frequent non-GAAP adjustments - High executive turnover - Customer concentration > 10% from single customer - Inconsistent accounting changes - Poor cash conversion (earnings growth >> cash flow growth) - Deteriorating working capital - Rising accounts receivable/inventory faster than revenue -
report-template.md 4.8 KB
# Stock Analysis Report Template ## Report Structure ### 1. Executive Summary Brief 2-3 paragraph overview that can stand alone: - Company overview (1 sentence) - Investment thesis (bull case in 2-3 sentences) - Key risks (1-2 sentences) - Valuation summary (current vs fair value estimate) - Recommendation (Buy/Hold/Sell) with conviction level ### 2. Company Overview - **Business Description**: What the company does, main products/services - **Industry**: Sector classification and industry dynamics - **Market Position**: Market cap, rank in industry - **Key Statistics**: Quick reference table - Ticker, Exchange - Market Cap - Current Price - 52-Week Range - Average Volume ### 3. Investment Thesis **Bull Case** (Why to invest): - 3-5 strongest positive factors - Support each with data/evidence - Quantify when possible **Bear Case** (Risks and concerns): - 3-5 main risk factors - Alternative scenarios where investment doesn't work - Probability assessment when possible ### 4. Fundamental Analysis **Business Quality** - Competitive advantages/moats - Management quality assessment - Business model sustainability **Financial Performance** (Use tables for clarity) - Revenue trends (3-5 years) - Profitability metrics trends - Balance sheet strength - Cash flow analysis - Key ratios **Growth Analysis** - Historical growth rates - Growth drivers - Future growth prospects - Market opportunity size ### 5. Valuation Analysis **Current Valuation Metrics** (Table format) - P/E (current, forward, 5-year avg) - PEG - P/B - P/S - EV/EBITDA - EV/Sales - Dividend Yield (if applicable) **Peer Comparison** (Table format) Compare key metrics against 3-5 direct competitors **Fair Value Estimate** - Valuation methodology used - Key assumptions - Fair value range (conservative to optimistic) - Margin of safety vs current price - Target price with timeframe ### 6. Technical Analysis **Trend Analysis** - Current trend direction - Key support/resistance levels - Moving average positions **Indicator Summary** - RSI reading and interpretation - MACD status - Volume trends - Other relevant indicators **Chart Patterns** - Notable patterns forming or completed - Breakout/breakdown levels to watch **Technical Outlook** - Short-term (1-3 months) - Medium-term (3-6 months) ### 7. Risk Assessment **Company-Specific Risks** (Prioritized) 1. [Highest risk with impact and probability] 2. [Second risk] 3. [Third risk] **Market/Macro Risks** - Economic sensitivity - Interest rate impact - Regulatory changes - Industry disruption **Risk Mitigation** - Company's risk management - Diversification considerations - Position sizing recommendations ### 8. Catalysts and Timeline **Positive Catalysts** (with expected timing) - Upcoming events that could drive price up - Product launches, earnings, regulatory approvals **Negative Risks** (with timing) - Events that could drive price down - Lockup expirations, debt maturities ### 9. Recommendation **Rating**: Buy / Hold / Sell **Conviction Level**: High / Medium / Low **Target Price**: $XX (timeframe: X months) **Upside/Downside**: +/-XX% **For Buy Recommendations**: - Entry strategy (all at once, DCA, wait for pullback) - Position sizing suggestion - Stop-loss consideration - Target prices (multiple levels) **For Hold Recommendations**: - Conditions to upgrade to Buy - Conditions to downgrade to Sell - Monitoring priorities **For Sell Recommendations**: - Exit strategy (immediate, gradual) - Alternative investments to consider ### 10. Conclusion - Summarize key points (3-4 bullets) - Reiterate recommendation - Next review date or monitoring triggers --- ## Formatting Guidelines **Use Tables for:** - Financial data comparisons - Peer comparisons - Key statistics - Valuation metrics **Use Bullet Points for:** - Lists of factors/risks - Key highlights - Qualitative assessments **Use Headers to:** - Clearly separate sections - Make report scannable - Enable quick navigation **Data Presentation:** - Always include timeframe context - Show trends (arrows, YoY%) - Cite sources for all data - Use consistent formatting (e.g., $B for billions) **Writing Style:** - Be direct and concise - Quantify when possible - Avoid jargon unless necessary - Support opinions with evidence - Balance bullish and bearish perspectives ## Comparison Report Structure For "Compare Stock A vs Stock B" requests: ### 1. Side-by-Side Overview Table Company metrics in columns for easy comparison ### 2. Relative Strengths Analysis - Where each company excels - Quantified advantages ### 3. Valuation Comparison - Metrics comparison table - Which appears cheaper and why ### 4. Technical Comparison - Relative strength analysis - Chart pattern comparison ### 5. Recommendation - Which to buy/prefer and why - Portfolio allocation suggestion - Risk-adjusted return assessment -
technical-analysis.md 2.6 KB
# Technical Analysis Reference ## Key Technical Indicators ### Trend Indicators **Moving Averages (MA)** - SMA (Simple Moving Average): Average price over N periods - EMA (Exponential Moving Average): Weighted towards recent prices - Common periods: 20-day, 50-day, 200-day - Golden Cross: 50-day MA crosses above 200-day MA (bullish) - Death Cross: 50-day MA crosses below 200-day MA (bearish) **MACD (Moving Average Convergence Divergence)** - MACD Line: 12-day EMA - 26-day EMA - Signal Line: 9-day EMA of MACD - Histogram: MACD - Signal - Bullish: MACD crosses above signal line - Bearish: MACD crosses below signal line ### Momentum Indicators **RSI (Relative Strength Index)** - Range: 0-100 - Overbought: > 70 - Oversold: < 30 - Divergence: Price makes new high/low but RSI doesn't (reversal signal) **Stochastic Oscillator** - %K and %D lines - Range: 0-100 - Overbought: > 80 - Oversold: < 20 ### Volatility Indicators **Bollinger Bands** - Middle Band: 20-day SMA - Upper Band: Middle + (2 × standard deviation) - Lower Band: Middle - (2 × standard deviation) - Squeeze: Bands narrow (low volatility, potential breakout) - Expansion: Bands widen (high volatility) **ATR (Average True Range)** - Measures volatility - Higher ATR = higher volatility - Used for stop-loss placement ### Volume Indicators **OBV (On-Balance Volume)** - Cumulative volume indicator - Rising OBV + rising price = strong uptrend - Divergence between OBV and price = potential reversal **Volume Moving Average** - Compare current volume to average - High volume breakout = stronger signal ## Chart Patterns ### Reversal Patterns - Head and Shoulders (bearish) - Inverse Head and Shoulders (bullish) - Double Top (bearish) - Double Bottom (bullish) ### Continuation Patterns - Flags and Pennants - Triangles (ascending, descending, symmetrical) - Rectangles ## Support and Resistance **Support**: Price level where buying pressure prevents further decline **Resistance**: Price level where selling pressure prevents further rise **Key Levels to Identify:** - Previous highs and lows - Round numbers (psychological levels) - Moving averages - Fibonacci retracement levels (23.6%, 38.2%, 50%, 61.8%, 78.6%) ## Analysis Workflow 1. **Identify the trend** (uptrend, downtrend, sideways) 2. **Locate support/resistance levels** 3. **Check multiple timeframes** (daily, weekly, monthly) 4. **Confirm with indicators** (don't rely on single indicator) 5. **Look for divergences** (price vs indicators) 6. **Assess volume** (confirms trend strength) 7. **Identify chart patterns** 8. **Determine risk/reward ratio**
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SKILL.md 23.8 KB
--- name: us-stock-analysis description: Workspace-aware US stock analysis for kcn. Routes through `clawock analyze-us` / `clawock us-quotes` instead of generic web search, then layers fundamental/technical/news analysis on top. Use when user asks to analyze a US ticker (e.g. "analyze AAPL", "look at RKLB", "compare TSLA vs NVDA"), check earnings, run technicals, or write an investment report on a US name. triggers: - "analyze {US ticker}" - "美股 {ticker}" - "look at AAPL/NVDA/..." - "compare X vs Y" - "stock report" --- # US Stock Analysis Workspace-native US stock analyst. Always uses kcn's local pipeline for price/RSI/MA/signal — uses web search only for news, peer data, fundamentals. ## Required reads before answering For interactive questions (Modes 1-5). Direct chat already has `MEMORY.md` and `TOOLS.md` injected — use them rather than rereading. Cron Modes 6/7 follow their payload instead: isolated cron does not inject `MEMORY.md`, and what those runs must obey is in the payload, the Mode section and the postflight gate. In this order: 1. `/root/.openclaw/workspace/MEMORY.md` — data rules and traps (especially the "禁止用 portfolio.json 缓存价" rule) 2. `/root/.openclaw/workspace/TOOLS.md` — script paths, provider fallback chains, skill routing table 3. `/root/.openclaw/workspace/INVESTMENT_SOP.md` — standard startup sequence for investment questions 4. `/root/.openclaw/workspace/portfolio.json` — if the ticker is in the active book, cost basis and PnL matter ## Data source rule (non-negotiable) **Default path — use the workspace script, not web search:** ```bash # Full analysis: refreshes price + RSI-14 / MA20 / MA50 + Finnhub news + signal /root/.local/bin/clawock analyze-us {TICKER} /root/.local/bin/clawock analyze-us {TICKER} --no-news # skip news (save Finnhub quota) # Price-only refresh /root/.local/bin/clawock us-quotes {TICKER} ``` The script internally runs the 7-route fallback (Nasdaq API → Eastmoney → Finnhub → Yahoo v8 → yfinance → Alpha Vantage → Polygon), pulls `prev_close` independently from Polygon's `/prev` endpoint (so `today_change` is trustworthy after close), and writes back to `portfolio.json` if the ticker is held. Bypassing it re-introduces every bug it was written to fix. **Web search is only for:** earnings transcripts, SEC filings, analyst notes, sector news, peer fundamentals, qualitative thesis material — never primary price quotes. **Forbidden:** Sina US quotes API (境外 403), raw Yahoo scraping when the script already covers it, reading `portfolio.json` cached `current_price` without first refreshing. ## Four analysis modes Pick the smallest mode that answers the question. Default to **Quick Read** unless the user explicitly asks for deep analysis. ### Mode 1 — Quick Read (most common) **When:** "What's RKLB at?" / "How's NVDA doing today?" 1. Run `clawock analyze-us {TICKER} --no-news` for price + RSI/MA/signal 2. If in active book, pull cost basis + PnL from `portfolio.json` 3. One short paragraph: price, today's move, RSI/MA stance, one-line verdict ### Mode 2 — Technical Read **When:** "Is X oversold?" / "Where's resistance on Y?" 1. Run `clawock analyze-us {TICKER} --no-news` 2. Load `references/technical-analysis.md` for indicator interpretation 3. Output: trend (up/down/sideways), MA20/50 stance, RSI-14 reading (oversold <30, overbought >70), recent support/resistance from price action, one-line risk note ### Mode 3 — Fundamental Read **When:** "Is X overvalued?" / "Analyze Y's business" 1. Run `clawock analyze-us {TICKER}` for fresh price baseline 2. Run `clawock filings {TICKER}` — pulls SEC EDGAR: latest 10-K/10-Q/8-K + 13 key XBRL concepts (revenue/net income/cash/EPS/assets/equity, 4 most recent periods). **Use this before web search** — primary source, structured, no scraping. 3. (Optional) `clawock filings {TICKER} --form4` if insider activity is material to thesis 4. (Optional 中文速查) `clawock fundamentals {TICKER} --indicators` — 东财 GMAININDICATOR 一次给齐 ROE/毛利率/净利率/资产负债率(比从 XBRL 自算比率快);数字与 SEC 冲突时以 SEC 为准 5. Web search only for what SEC EDGAR can't give: peer multiples, analyst consensus, qualitative thesis, sector context 6. Load `references/fundamental-analysis.md` for framework, `references/financial-metrics.md` for ratio definitions 7. Output: business overview, financial trends from XBRL, valuation vs peers/history, insider signal, key risks, fair value range ### Mode 4 — Full Report **When:** "Give me a full report on X" / "Should I add X?" 1. Run script (Mode 1 baseline) 2. Do fundamentals (Mode 3) 3. Do technicals (Mode 2) 4. Do sentiment (Mode 5) 5. Web search for catalysts (next earnings date, upcoming product/regulatory events) 6. Load `references/report-template.md` for structure 7. Output: executive summary + bull case + bear case + valuation + technical setup + sentiment read + risk + catalyst calendar + concrete entry/exit levels ### Mode 7 — 盘中盯盘(cron,每 30 分钟) 美股按 ET 交易日判定,含跨 HKT 午夜档。SPCH 无限子弹流:不重复风险提醒、不建议砍仓;仅 `raw_wechat_block` 本档新出现 P0 行时核 `strategy_checks` 的数值、状态和来源证据并问一次是否继续。策略由持仓 `strategy` 与 `config/intraday-strategy-policies.json` 表达。只有 `strategy_checks.status=clear` 才能说对应 P0 未触发;`unavailable` 只说证据未取到,不拿单日涨跌推断五交易日。 1. `clawock intraday preflight --market us --judgment-packet`。`market_closed` 结束。stdout 含完整决策 context(计划含 0 股观察、观察线、板块、来源与失败状态);同代副本留在 `memory/.tmp/intraday-context-us-latest.json`,postflight 用 `context_id` 锁同代。任何行情缺口按 `quote_coverage` 明说,不能把旧价说成实时。 2. `delivery_mode=no_change`:健康且语义未变,直接 `clawock intraday postflight --market us --context-id <id>`;postflight 记审计心跳并静默,不写散文/sidecar;若健康闸或发布闸失败,watchdog 仍兜底。`review_candidate` 只因新软候选唤醒:模型判断无需发时,prose 文件只写 `SILENT` 并带 `--text-file` 调 postflight,不写 sidecar;值得说则按 full_delta 写。`full_delta` 才必须写 `▎我的看法`,1–3 行:变化、判断、下一触发点。先读 `semantic_delta`、`plan_triggers`、`anomalies`、一级事件,再看相关 `mover_news` / `peer_scan` / `add_side_reads`。三态都不是下单授权。`strategy_conflicts` 是旧计划与当前持仓策略的未解冲突,只据事实说明,不复述被策略禁止的旧减仓建议,也不擅自改写 risk_rule 为择时。只说相关票;旧计划、旧新闻和持仓表不复述。模型负责取舍和归因,消息短不等于删模型上下文;看完整 `plan_context`、`watch_levels`、`peer_scan`、`source_signals_detail` 与各来源失败状态,数值只引用包内原值,绝不心算差值、倍数、金额、股数或自行补状态/催化。 字段 `add_side_reads.rows[].evidence.proxy_label` 表示 20 日高/位来自代理标的:07226 的代理为恒科指数,SPCH 的代理为 SPCX;不得把代理价位当成杠杆产品自身价格。`peer_scan` 已由 preflight 提供全持仓板块全景,直接读它;不要另读 `peer-map.json`,不要另调 `clawock fetch-peers`。缺项需标明,不能用缓存价补。 候选生成不等于议程决定:`full_holdings` 含全持仓现价、日涨跌、报价新鲜度和计划触发线距离;`soft_candidates`、`opportunity_radar`、`early_trend_candidates`、`provisional_setups`、`t0_setups`、`semantic_state` 都是供你比较边缘机会和历史变化的材料;没有硬阈值命中也要看候选是否值得说。`known_catalysts` 衔接晨报,`active_information_candidates` 留一手来源与失败状态。 3. 对本档异动,优先用 `mover_news` 的一手 `interrupt`;`context` 只是背景,`no_recent_filing` 是窗口内无新公告,`degraded` 是源未取到。`plan_context.open` 只作动作约束,不能把 0 股持有观察写成待执行买卖。`add_side_reads` 的 candidate/wait/reject 三态都不是下单授权;有纪律冲突先说阻断条件。一级披露 `candidate|wait|reject` 也不是下单授权。 **异动归因**:`mover_news` 中 `tier=primary` 且 `signal=interrupt` 才可能是硬催化;`tier=supporting` 只能作背景,盘中禁止 Tavily。`no_recent_filing` 写“窗口内无新一手公告”,`index_fund_no_issuer` 写“指数基金无发行人公告”,`degraded` 写“催化源未取到”,不能把源失败说成无消息。`suppressed_noise` 等计数不要写进报告。只挑本档变化的最多两条,避免复述旧新闻。 4. `full_delta` 或 `review_candidate` 决定发送时,同时写 `memory/.tmp/intraday-prose-us.md` 和 `memory/.tmp/intraday-insights-{YYYY-MM-DD}.json`;sidecar 规范见 `skills/_shared/intraday-status-sidecar.md`。调用 `clawock intraday postflight --market us --context-id <id> --text-file /root/.openclaw/workspace/memory/.tmp/intraday-prose-us.md`。harness 拼持仓表、验证、投递微信/TG、刷新 dashboard;不调用 message/send。postflight 不设超时,不在提交前终止。最终回复只留 status/投递/commit 结果,不复制消息。 ### Mode 6 — WeChat Briefing (cron-driven, harness 化 ✨) **When:** 美股开盘 / 美股收盘 两个 cron 走这个 mode。 **Harness 4-step**: #### Step 1: 跑 preflight ```bash clawock report preflight --market us --phase {open|close} ``` 跑 `clawock analyze-us --wechat --md-table` + 抽信号 + 异动,写 context 文件,并把**同一份 JSON** 打到 stdout(含 `context_id`;末行是 `context_path:`)。若输出 `market_closed`,本回合到此结束。 #### Step 2: 只写分析散文 **你不写数据块、不写表格、不写标题** —— postflight 自己从 context 拼。2026-07-24 之前是让模型 verbatim 拷贝数据块,结果模型读错 context 就把一天前的数字发了出去;现在那条回路已经拆掉,数字在发送时刻直接取自 context 文件。 用 stdout 里的字段:`signal_count` / `anomalies` / `index_direction` / `needs_risk_section` / `peer_scan` / `plan_context`(08:00 简报还没执行完的决策,见下)/ `mover_news`(异动票的一手催化)/ `mover_thesis`(异动票的 thesis 与红线)(板块 + 同业 Top 5 今日/5日涨跌 + 背离信号,板块全景段直接用它);`raw_wechat_block` 是给你参考数字用的,**不要抄进散文**。 ⚠️ **`plan_context` 对账(非空时 ▎操作建议 必写,写在该段最前)**:里面是 08:00 简报为本腿定下、**还没成交**的决策(`open[]`:`ticker`/`action`/`shares`/`pct`/`condition`/`confidence`/`driven_by`/`rationale`,外加 `exec_mode` 当日执行方式、`carried_over` 有几条是往日挂到今天的)。 - **不许给同一只票提相反的建议**。`driven_by=risk_rule` 的是**纪律动作不是择时**——给它加「等回踩 / 等反弹 / 等站稳」这类条件就是推翻简报(issue #119)。要推翻必须明写理由和新证据。 - `exec_mode.today_override` 说了 MOO 就不许改写成限价单口径。 - 股数/比例**照抄 `shares`/`pct`,不许换算也不许心算**;`carried_over>0` 时点一句「{n} 条昨日挂单仍未成交」。 - `plan_context` 为 `{}` 说明今天本腿没有未完成决策,按正常写,不要编一个计划出来。 - `plan_context` 里带 `error` 字段说明**计划没读出来,不是今天没有计划**(issue #136)。此时必须在 ▎操作建议 开头写一行「今日计划未取到({error}),以下建议未与 08:00 简报对账」,并且**不许**顺势断言「今天没有未完成决策」。 - 可选键(#605/#609):`overridden_by_user` = 用户已 override 的 risk_rule 砍单(已隐藏并结案,**不要再提「该砍未砍」**);`reinvest_candidates` = 砍/trim 的弹药去向候选(仅当 `open[]` 真有 cut/trim 时出现;是观察不是授权,配对话术照抄候选 ticker 与 trigger,不许虚构「砍 X 的弹药」当 `open[]` 里没有 X)。 🔢 **数字铁律(postflight 会查,见 `check_numeric_claims`)**:散文里出现的每个金额/股数**必须是 context 里已有的数字**,照抄不换算。 - **禁止重述持仓股数、持仓市值、浮盈金额** —— 这些 postflight 已经拼在消息开头了,重述一遍只会多一次说错的机会(2026-07-27 就把 6200 股的仓位写成 1000 股)。**例外且仅此一个**:`plan_context.open[].shares` 是「这一单要动多少股」,照抄它是被要求的;被禁的是「这只票我持有多少股」。两者不是一回事——07226 持仓 6200 股、当日 swap 单 1000 股,同一天同一只票。 - 前瞻性数字(「再跌 2% 会亏多少」)要么**别写**,要么写出算式让人能验;拍一个量级出来是 2026-07-27「再伤 1.5-2 万 HK$」(真实约 1 千)那条 issue #120 的原型。 - 差值 / 倍数 / 距离可以算,但要把两个操作数写在同一句、结果前面(「SPCX $148.18 距前高 152.3 还有 2.8%」);乘积写完整的「操作数 × 操作数 ≈ 结果」。postflight 只核算这种写出来的算术,心算只给结果仍会标出。 - 区间必须真实存在:`+0.3~-0.4%` 这种正负打架的区间是编的,postflight 会直接标出来。 ▎情绪面 里的**异动归因**(`anomalies` 非空时必写,最多 2 行,写在该段最前): - 每只异动票一行:「{票} {幅度}% ← {mover_news 里 signal=interrupt 的标题要点}({age_minutes} 分钟前 / {source_class})」。 - `halts` 命中该票 → 先写停牌(`reason_code` + 复牌时间)。 - `mover_thesis` 里该票有 `triggered`/`watch` 红线 → 追一句「触及红线:{required_action}」——**这是归因语境,不是操作许可**,能不能动手仍由 catalyst-gate 与风控契约决定。 - 没有 interrupt:`no_recent_filing` 先查 `known_catalysts[票]`;有则写「窗口内无新公告;沿用今早已知催化:…」,没有才写「窗口内无新公告,且无已知催化,暂无法归因」;`index_fund_no_issuer` 写「指数基金无发行人公告,看成分/板块」;`degraded` 写「催化源未取到」(**不等于「没有消息」**)。一律不许编理由。 - 空间不够时**先砍板块全景的细节,不砍归因**——一次异动没解释,比少列两个同业更贵。 🗣 **读者只看得到这条微信,看不到管线**:三段里不写 `harness`/`preflight`/`postflight`/`packet`/`sidecar`/`context_id`,也不描述你在按什么指令、格式或步骤写;约束翻成交易语言(「packet 锁定的破位审议线」→「计划里的破位复核线」)。postflight 会以 advisory 标出。 写这几段,**存成 `memory/.tmp/report-prose-us-{phase}.md`**: ``` ▎情绪面 {Finnhub news + 纳指 tone → market direction;⚡ **板块全景**:用 peer_scan 写对应主题今日 Top 5 + 你持仓位置 + 1 句归因。行情优先内置 web search;tavily 仅开盘/收盘或真事件用,带 `--bucket report`,盘中常规盯盘不烧 Tavily} ▎技术面 {RSI / MA stance → overbought/oversold/breakout} ▎操作建议 {plan_context 非空时先写计划对账(哪条已成交/仍挂着 + 今天怎么执行),再写具体票 + 价位} ▎风险提示(仅当 needs_risk_section=true) ``` **长度由你自己判断**:不设字数目标,把该说的说完,不为凑数注水也不为省字砍内容。 必须写到的:`peer_scan` 的 Top 5、持仓在同行里的位置、今日/5 日涨跌和归因、异动归因、 计划对账、三段必需标记、证据,以及 `needs_risk_section=true` 时的风险提示。 自然要避免的是重复而不是长度——同一组合风险数字不要在技术面、操作建议和风险提示三段 重复;财报/lockup 日期只在最相关的一段写一次;情绪面的异动归因和同行对比不要在技术面复述。 #### Step 3: 跑 postflight ```bash clawock report postflight --market us --phase {phase} --context-id {Step 1 的 context_id} --text-file /root/.openclaw/workspace/memory/.tmp/report-prose-us-{phase}.md ``` `--context-id` 必须是 Step 1 打印的那个:不匹配说明 context 已被换代(散文和数据不同代),postflight 拒绝拼装、只发数据块。散文文件超过 30 分钟没更新同样拒发(防重发上个 slot 的旧文本)。 pass/warn 自动刷新 snapshot/dashboard,提交 scoped 产物并经 `ops/publish/safe_push.sh` 推送。 ⏱ **看到 SIGTERM / exec 超时 ≠ 报告没发出去,别原样再跑一遍。** exec 的 overall-timeout 只杀命令外壳,postflight 子进程还在继续跑,通常微信早发出去了。先读 `memory/.tmp/report-sent-us-{phase}-{今天}.json`:有 `sent_ok` / `tg_ok` 就是已投递,直接把它当 Step 3 的结果输出。(2026-08-13 09:30 港股开盘就是这么让微信收到两条的,#508。postflight 现在有发送前 claim 会挡住第二次真发,输出里会写 `send_claim`,但那一跑仍然是白跑。) #### Step 4: 输出报告(仅存档;微信已由 postflight 主发,禁用 message 工具) 微信投递已在 **Step 3 的 `report_postflight` 用 fresh-token 短连接发出**——这是 **唯一微信路径**(cron 设 `--no-deliver`,不再 announce),同时会镜像 Telegram。 把 postflight 返回的 `status` + `issues` 作为**本回合最终文本回复**输出即可(仅留痕)。 **不要自己调 `message`/send 工具**;`report_watchdog` 只在 Telegram marker 缺失/失败时 补投 Telegram,不重发微信。 **Title template**(preflight 已生成): - 开盘 09:30 ET:`🌅 美股开盘快报|{date} 09:30 ET` - 收盘 16:00 ET:`🌙 美股收盘日报|{date}` **Hard rules:** - ⚠️ data gaps must be stated explicitly, never fabricate (postflight 扫敷衍词) - ❌ **禁止调用 `message`/send 工具发报告** — 微信由 Step 3 的 `report_postflight` 用 fresh-token 主发(cron `--no-deliver`,不 announce),手动再调 message 会**和 postflight 撞成双发**(2026-06-03 美股开盘连发两次的根因:模型在"已完成"叙述的同一 turn 又调了一次 send)。整轮只输出一次,发完即停;`report_watchdog` 只在 Telegram marker 缺失/失败时补投 Telegram,不重发微信。 - No simple number recitation — model must add interpretation - 异动票 (anomalies) **必须在报告里提到** (postflight 强制) - 不设字数目标;拼装全文只有一道防复读死循环的天花板(>5000 warn,>6000 fail) ### Mode 5 — Sentiment Read **When:** "市场情绪怎么样" / "推上怎么说 X" / "Reddit 怎么聊 X" / before a sizing decision Sources, in order: 1. **Finnhub news (in script)** — `clawock analyze-us {TICKER}` without `--no-news` already pulls last 7 days with keyword sentiment scoring. **This is the first source — read it before anything else.** 2. **Tavily (news + X)** — for trending discussions, analyst notes, X/Twitter sentiment. ⚠️ **Budget rule** (免费档 1000 credits/月,全局共享): 盘中盯盘(每 30 分钟)**默认不调 Tavily**,用 Finnhub + Reddit JSON 就够;只有**开盘/收盘报告**、或盘中出现**真事件**(异常波动跑输基准 / 停牌 / 财报预警 / 监管公告 / 有大标题但价格无法解释)才用。调用必须带 `--bucket`:开盘/收盘用 `--bucket report`,盘中事件用 `--bucket intraday`(不带 bucket 会落 60/月的 default 桶很快被挡): ```bash node /root/.openclaw/workspace/skills/tavily-search/scripts/search.mjs "{TICKER} stock sentiment" --topic news --days 3 --bucket report node /root/.openclaw/workspace/skills/tavily-search/scripts/search.mjs "{TICKER} reddit wallstreetbets" --bucket report ``` 护栏是硬闸:额度用尽脚本返回 "Web search unavailable" 且 exit 0,别当报错,退回 Reddit/内置搜索。 3. **Reddit JSON (no auth needed)** — direct fetch: ```bash curl -sH "User-Agent: openclaw/1.0" \ "https://www.reddit.com/r/wallstreetbets/search.json?q={TICKER}&restrict_sr=1&sort=new&limit=25" \ | jq '.data.children[].data | {title, score, num_comments, created_utc}' curl -sH "User-Agent: openclaw/1.0" \ "https://www.reddit.com/r/stocks/search.json?q={TICKER}&restrict_sr=1&sort=new&limit=15" \ | jq '.data.children[].data | {title, score}' ``` r/wallstreetbets is retail momentum; r/stocks is more measured. Both together give the retail temperature. 4. **scrapling fallback** — if Reddit JSON 429s or content needs comment-level depth, use `StealthyFetcher` (see `../scrapling/SKILL.md`). Same for X if Tavily misses. Output: - **Sentiment score**: -1 (extremely fearful) to +1 (euphoric); call out divergence from price action ("price up but Reddit fearful — short squeeze setup" or vice versa) - **Key narratives** (2-3 bullets): what people are actually saying / focused on - **Catalyst chatter**: earnings expectations, upcoming events, FUD threads - **Volume signal**: ↑ post count vs prior week = topic heating up ## Comparison mode For "X vs Y" requests: 1. Run script for both tickers 2. Build side-by-side metric table (price, today_change, RSI, MA50 stance, P/E, revenue growth, margins, market cap) 3. Verdict in one paragraph — which has the cleaner setup and why; don't hedge ## Output style (kcn-tuned) The user is aggressive, table-first, and hates filler. Match that: - **Direct verdicts.** "RKLB looks toppy at $118, RSI 73, would trim on strength" beats "RKLB shows signs of being overbought; consider monitoring." - **Tables for any 3+ data points.** Price/PnL/RSI/MA/signal lives in a table, not prose. - **No hedging boilerplate.** Skip "This is not financial advice" — the user knows, and `MEMORY.md` has the trading style on record. - **Cite the data freshness.** End with "数据: clawock analyze-us {timestamp}" so the user knows price is live, not cached. - **Flag stale data loudly.** If the script's fallback chain failed all 7 routes, lead with "⚠️ 数据获取失败,以下为旧缓存数据" before any analysis. ## Special handling — leverage ETFs When the ticker is a leveraged ETF (SOXL, TQQQ, RKLX, MSFU, ROBN — anything with the `is_leveraged_etf=true` flag in `portfolio.json` or 2x/3x in the name): - Always note decay risk for multi-day holding periods - Verdicts must reference the underlying's direction, not just the ETF's chart - 1-day RSI on these is noisy; weight MA20/50 stance higher ## Examples **User:** "RKLB 怎么样" **Approach:** Mode 1 — `clawock analyze-us RKLB --no-news`, read its position from portfolio.json, output table + one-line verdict. **User:** "compare AAPL vs MSFT" **Approach:** Comparison mode — script both, side-by-side table, paragraph verdict. **User:** "Give me a deep report on PLTU" **Approach:** Mode 4 — full pipeline with references/report-template.md structure. ## Reference files (lazy-load) - `references/technical-analysis.md` — indicator definitions, chart patterns, support/resistance methodology - `references/fundamental-analysis.md` — business quality, financial health, valuation frameworks, red flags - `references/financial-metrics.md` — every ratio formula needed for valuation work - `references/report-template.md` — full-report skeleton for Mode 4 These are market-agnostic; `hk-stock-analysis` also references them. ## Companion tools - `../scrapling/SKILL.md` — when all 7 script-internal fallbacks fail, or when Reddit/social needs comment-level depth past the public JSON - `../tavily-search/SKILL.md` — primary web search tool for news/sentiment/research (do not let the model improvise with Yahoo/Google scraping) - `portfolio-swarm-review` skill — deep bull/bear/judge debate framework (analysts → researchers → risk debators → trader), inspired by TauricResearch/TradingAgents design; use when single-shot analysis isn't enough -
_meta.json 136 B
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