Uzi Skill Stock Analyzer

by reason-machines2384a003145aNo license83 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 3 months ago

AI-powered deep stock analysis engine for A-share/HK/US markets with 51 investor personas, 22 data dimensions, 180 quantitative rules, and 17 institutional methods

AI-generated overview

Runs deep stock analysis on A-share, Hong Kong and US tickers, producing HTML reports, share cards and text summaries.

What it does
The skill turns an agent into a stock analyst: it pulls 22 data dimensions from free sources, applies institutional methods such as DCF, comps and LBO, and scores the stock against 51 investor personas with roughly 180 quantitative rules. A mandatory agent gate sits between data fetching and report assembly, where the agent role-plays each investor and writes qualitative judgments. Outputs are a self-contained HTML report, portrait and landscape share images, and a plain-text summary.
When to use it
Use it when you want a structured equity research report on a Chinese A-share, Hong Kong or US listed company, including valuation, peer benchmarking, an investment committee memo or a multi-persona investor panel vote. It also fits screening for pump-and-dump patterns and quick pre-market signal scans.
Requirements
Requires Python with akshare (>= 1.10.0), yfinance, pandas, numpy, jinja2, Pillow, requests and duckduckgo-search, plus network access to free market data sources. No API keys are needed; optional environment variables configure proxy, output directory, report language, image generation and remote tunnel mode. The skill ships scripts, though this copy contains only SKILL.md.

UZI Skill — Stock Deep Analyzer

Skill by ara.so — Daily 2026 Skills collection.

UZI Skill transforms any AI coding agent into a private stock analyst. Feed it a ticker and it runs 22 data dimensions, applies 17 institutional analysis methods (DCF, Comps, LBO, IC Memo, etc.), and simulates 51 distinct investor personas (Buffett through Chinese retail游资) each scoring the stock against their own quantitative rule sets. Output is a self-contained HTML report, shareable image cards, and a plain-text summary.

Supported markets: A股 (SZ/SH), 港股 (HK), 美股 (US)
Data sources: All free — akshare, 东方财富, 雪球, yfinance, DuckDuckGo (zero API keys required)


Installation

Claude Code (recommended)

/plugin marketplace add wbh604/UZI-Skill/plugin install stock-deep-analyzer@uzi-skill

Then run:

/analyze-stock 贵州茅台

Other Agents — Universal Install

Paste this into any agent (Codex, Cursor, Gemini CLI, Windsurf, Devin):

克隆 https://github.com/wbh604/UZI-Skill ,读 AGENTS.md 了解怎么用,帮我深度分析 贵州茅台。

Codex

请按照 https://raw.githubusercontent.com/wbh604/UZI-Skill/main/.codex/INSTALL.md 的指引安装 UZI-Skill,然后帮我深度分析 贵州茅台。

Gemini CLI

bash
gemini extensions install https://github.com/wbh604/UZI-Skill

Manual Clone

bash
git clone https://github.com/wbh604/UZI-Skillcd UZI-Skillpip install -r requirements.txt

Quick Start

Full Deep Analysis (5–8 minutes)

/analyze-stock 水晶光电        # by name/analyze-stock 002273          # by A-share code/analyze-stock 00700.HK        # Hong Kong/analyze-stock AAPL            # US stock

Mobile / Remote Mode

When away from a computer, ask any agent:

分析 贵州茅台,用远程模式,生成一个公网链接让我手机能看。

The agent launches with --remote to start a Cloudflare Tunnel and returns a https://xxx.trycloudflare.com URL.


All Slash Commands

CommandWhat it does
/analyze-stock <ticker>Full 22-dimension deep analysis, 5–8 min
/dcf <ticker>DCF valuation · WACC decomposition + 5×5 sensitivity heatmap
/comps <ticker>Peer benchmarking · PE/PB/EV-EBITDA percentile + implied target price
/lbo <ticker>LBO test · PE buyer IRR cross-check
/initiate <ticker>Institutional initiation report · JPM/GS/MS format
/ic-memo <ticker>Investment Committee memo · 8 sections, Bull/Base/Bear scenarios
/earnings <ticker>Earnings beat/miss detection and interpretation
/catalysts <ticker>Catalyst calendar · next 60 days, impact-ranked
/thesis <ticker>Investment thesis tracker · 5-pillar health monitor
/screen <ticker>5 quantitative screens: value / growth / quality / momentum / composite
/dd <ticker>Due diligence checklist · 5 workflows, 21 items, auto-status
/quick-scan <ticker>30-second signal flash
/panel-only <ticker>51-investor panel vote only, skip full analysis
/scan-trap <ticker>Pump-and-dump / 杀猪盘 pattern detection

Project Structure

UZI-Skill/├── .claude-plugin/│   ├── plugin.json              # Plugin manifest│   └── marketplace.json         # Marketplace config├── commands/                    # 14 slash command definitions├── skills/│   ├── deep-analysis/           # Main workflow (6 Tasks)│   │   ├── SKILL.md             # Agent analyst handbook│   │   ├── references/          # Methodology docs (8 papers)│   │   ├── assets/              # HTML templates + 51 investor avatars│   │   └── scripts/│   │       ├── lib/│   │       │   ├── fin_models.py              # DCF/Comps/LBO/3-Stmt/Merger│   │       │   ├── research_workflow.py       # 7 research output types│   │       │   ├── deep_analysis_methods.py   # 6 PE/IB/WM methods│   │       │   ├── investor_criteria.py       # 51 personas × 180 rules│   │       │   ├── investor_evaluator.py      # Rule engine│   │       │   ├── stock_features.py          # 108 normalized features│   │       │   └── ...│   │       ├── fetch_*.py                     # 22 dimension fetchers│   │       ├── compute_deep_methods.py        # Institutional model calc│   │       ├── assemble_report.py             # HTML assembly│   │       └── run_real_test.py               # Main pipeline│   ├── investor-panel/          # Standalone panel skill│   ├── lhb-analyzer/            # 龙虎榜 (hot-money tracker) skill│   └── trap-detector/           # Pump-and-dump detector skill├── requirements.txt├── LICENSE└── README.md

Architecture: Two-Stage Agent Pipeline

The analysis is split into two script stages with a mandatory agent gate in between. The <HARD-GATE> tag in SKILL.md forces the agent to intervene — it cannot be skipped.

Stage 1 (scripts)  └─ fetch_*.py          → Pull 22 data dimensions (price, fundamentals,  └─ compute_deep_methods.py   technicals, sentiment, supply chain…)  └─ investor_evaluator.py     → Score each of 51 personas against 180 rules
        ⏸️  <HARD-GATE> — Agent must read data, role-play each investor,            write qualitative judgments, override rules with context            (e.g. Buffett knows Apple is BRK's top holding → override bullish)
Stage 2 (scripts)  └─ assemble_report.py  → Synthesize judgments → render HTML + image cards

Core Python Modules — Usage Examples

Running the Full Pipeline Directly

python
# skills/scripts/run_real_test.py is the main entry pointimport subprocess
result = subprocess.run(    ["python", "skills/deep-analysis/scripts/run_real_test.py",     "--ticker", "002273",     "--market", "A",      # A | HK | US     "--output", "./reports/"],    capture_output=True, text=True)print(result.stdout)

Fetching Stock Features (22 Dimensions)

python
# Each dimension has its own fetcher with multi-source fallbackfrom skills.deep_analysis.scripts.lib.stock_features import StockFeatureEngine
engine = StockFeatureEngine(ticker="002273", market="A")features = engine.fetch_all()   # returns dict of 108 normalized features
# Key feature groups:print(features["valuation"])    # PE, PB, PS, EV/EBITDA, PCFprint(features["growth"])       # Revenue/profit YoY, QoQ, 3Y CAGRprint(features["quality"])      # ROE, ROIC, gross margin, FCF yieldprint(features["technical"])    # MA, MACD, RSI, volume ratio, ATRprint(features["sentiment"])    # North-bound flow, margin balance, short interestprint(features["governance"])   # Insider ownership, pledge ratio, audit opinion

Running the Investor Panel

python
from skills.deep_analysis.scripts.lib.investor_criteria import INVESTOR_REGISTRYfrom skills.deep_analysis.scripts.lib.investor_evaluator import InvestorEvaluator
evaluator = InvestorEvaluator(features=features)
# Score all 51 investorsresults = evaluator.evaluate_all()
for investor in results:    print(f"{investor['name']:12s} | Score: {investor['score']:3d} | "          f"Stance: {investor['stance']:8s} | "          f"Triggered: {investor['triggered_rules']}")

Single Investor Deep Score

python
# Evaluate one investor persona against loaded featuresresult = evaluator.evaluate_single("巴菲特", features)
# Example output structure:# {#   "name": "巴菲特",#   "score": 62,#   "stance": "neutral",#   "summary": "观望:护城河 27/40 可见;但 ROE 5 年最低 6.7%,达标率仅 0/5",#   "triggered_rules": [#       {"rule": "asset_debt_ratio < 0.4", "met": True,  "label": "资产负债率 30% 保守"},#       {"rule": "roe_5y_min > 0.15",      "met": False, "label": "ROE 5 年最低 6.7%"},#   ]# }

DCF Valuation

python
from skills.deep_analysis.scripts.lib.fin_models import DCFModel
dcf = DCFModel(    ticker="002273",    market="A",    # A-share defaults (override as needed):    risk_free_rate=0.025,      # rf = 2.5%    equity_risk_premium=0.06,  # ERP = 6%    tax_rate=0.25,             # China corporate tax    terminal_growth=0.025,     # Gordon Growth g = 2.5%)
valuation = dcf.run()
print(f"WACC:            {valuation['wacc']:.2%}")print(f"Intrinsic Value: ¥{valuation['intrinsic_value']:.2f}")print(f"Current Price:   ¥{valuation['current_price']:.2f}")print(f"Safety Margin:   {valuation['safety_margin']:.1%}")print(f"Sensitivity:\n{valuation['sensitivity_table']}")  # 5×5 DataFrame

Comps (Peer Benchmarking)

python
from skills.deep_analysis.scripts.lib.fin_models import CompsModel
comps = CompsModel(ticker="002273", market="A")result = comps.run()
# result["peer_table"] → DataFrame with PE/PB/EV-EBITDA for each peer# result["percentiles"] → where subject sits vs peers (0–100)# result["implied_targets"] → target prices from each multipleprint(result["peer_table"].to_string())print(f"PE Percentile: {result['percentiles']['pe']:.0f}th")print(f"Implied target (PE-based): ¥{result['implied_targets']['pe']:.2f}")

IC Investment Committee Memo

python
from skills.deep_analysis.scripts.lib.research_workflow import ICMemo
memo = ICMemo(ticker="002273", market="A", features=features)output = memo.generate()
# Sections: executive_summary, investment_thesis, risk_factors,#           scenario_analysis, valuation_bridge, catalysts,#           portfolio_fit, recommendationprint(output["scenario_analysis"])# Bull: ¥26.95 (p=30%)  Base: ¥20.73 (p=50%)  Bear: ¥14.51 (p=20%)

Data Source Fallback Chain

Each fetcher implements a multi-source fallback. If the primary source fails, it automatically tries the next:

python
# Example: fetch_realtime_price.py internal logic (simplified)PRICE_SOURCES = [    ("eastmoney_push2", fetch_eastmoney),   # Primary    ("xueqiu",          fetch_xueqiu),      # Fallback 1    ("tencent",         fetch_tencent),     # Fallback 2    ("sina",            fetch_sina),        # Fallback 3    ("baidu",           fetch_baidu),       # Fallback 4]
for source_name, fetch_fn in PRICE_SOURCES:    try:        data = fetch_fn(ticker)        if data and data.get("price"):            return data    except Exception as e:        log.warning(f"{source_name} failed: {e}, trying next...")
raise DataFetchError(f"All price sources failed for {ticker}")
Data TypePrimaryFallbacks
Realtime price / PE / market cap东方财富 push2雪球 → 腾讯 → 新浪 → 百度
Historical financialsakshare雪球 f10
K-line / technicalsakshareyfinance
龙虎榜 / Northbound / Marginakshare东财
Research reports / announcements巨潮 cninfo + akshare同花顺
HK stocksakshare hkyfinance
US stocksyfinanceakshare us
Macro / policy / sentiment / trapsDuckDuckGo search—

The 51-Investor Panel: Groups and Logic

python
# From investor_criteria.py — each investor is a dataclass with:# - group: A–G# - style: value / growth / macro / technical / china_value / youzi / quant# - rules: list of Rule objects (field, operator, threshold, weight, label)# - skip_markets: markets this investor ignores (e.g. 赵老哥 skips US)# - override_conditions: context-based manual overrides
INVESTOR_GROUPS = {    "A": ["巴菲特", "格雷厄姆", "芒格", "费雪", "邓普顿", "卡拉曼"],          # Classic Value    "B": ["林奇", "欧奈尔", "蒂尔", "木头姐"],                                # Growth    "C": ["索罗斯", "达里奥", "霍华德马克斯", "德鲁肯米勒", "罗伯逊"],        # Macro Hedge    "D": ["利弗莫尔", "米内尔维尼", "达瓦斯", "江恩"],                        # Technical    "E": ["段永平", "张坤", "朱少醒", "谢治宇", "冯柳", "邓晓峰"],            # China Value    "F": ["章盟主", "赵老哥", "炒股养家", "佛山无影脚", "北京炒家", "鑫多多",           # ... 17 more 游资 personas],                                       # A-share 游资    "G": ["西蒙斯", "索普", "大卫·肖"],                                       # Quant Systems}
# Agent override examples (from SKILL.md):# - Buffett analyzing Apple → agent knows BRK #1 holding → force bullish override# - 赵老哥 analyzing US stock → agent skips (游资 don't trade US)# - 木头姐 analyzing 白酒 → agent applies "not disruptive innovation" → bearish override

Rule Engine Example (180 Rules Total)

python
# A sample of Buffett's rules from investor_criteria.py:BUFFETT_RULES = [    Rule(field="roe_5y_avg",        op=">=", threshold=0.15,  weight=10, label="ROE 5年均值≥15%"),    Rule(field="roe_5y_min",        op=">=", threshold=0.15,  weight=10, label="ROE 5年最低≥15%"),    Rule(field="debt_to_equity",    op="<=", threshold=0.5,   weight=8,  label="负债权益比≤0.5"),    Rule(field="gross_margin",      op=">=", threshold=0.4,   weight=8,  label="毛利率≥40%"),    Rule(field="fcf_yield",         op=">=", threshold=0.05,  weight=7,  label="自由现金流收益≥5%"),    Rule(field="moat_score",        op=">=", threshold=30,    weight=12, label="护城河评分≥30/40"),    Rule(field="pe_ratio",          op="<=", threshold=25,    weight=6,  label="PE≤25x"),    Rule(field="insider_ownership", op=">=", threshold=0.1,   weight=5,  label="内部人持股≥10%"),    # ... more rules]

Report Outputs

Every /analyze-stock run produces three artifacts in ./reports/<ticker>/:

reports/002273/├── report.html          # Full self-contained report (~600KB), open in browser├── share_vertical.png   # 1080×1920 portrait card for WeChat Moments├── share_horizontal.png # 1920×1080 landscape card for group sharing└── summary.txt          # Plain-text summary for copy-paste

Report Sections (HTML)

  1. Hero Score — Composite score, overall stance, one-line verdict
  2. 22-Dimension Deep Scan — K-line candles, PE Band, radar chart, supply chain flow, thermometers, donut charts
  3. DCF Model — WACC breakdown, 5×5 sensitivity heatmap (green=undervalued → red=overvalued)
  4. IC Memo — 8 chapters, Bull/Base/Bear with probabilities
  5. Comps Table — Peer PE/PB/EV-EBITDA percentiles
  6. Jury Seats — 51 colored lights (green=bull, red=bear, grey=neutral)
  7. The Great Divide — Biggest bull vs biggest bear, 3-round debate with cited numbers
  8. Chat Room — Each investor speaking in their own voice, citing triggered rules
  9. Catalyst Calendar — Next 60 days, impact-ranked
  10. Trap Detector — Pump-and-dump pattern flags (if any)

Troubleshooting

Data fetch failures

bash
# Test a single fetcher in isolationpython skills/deep-analysis/scripts/fetch_realtime_price.py --ticker 002273
# Run with verbose fallback loggingpython run_real_test.py --ticker 002273 --verbose

Most failures are transient rate limits. Re-run or wait 30 seconds — the fallback chain handles most outages automatically.

akshare version issues

bash
pip install --upgrade akshare# UZI requires akshare >= 1.10.0python -c "import akshare; print(akshare.__version__)"

Missing dependencies

bash
pip install -r requirements.txt# Core deps: akshare, yfinance, pandas, numpy, jinja2, Pillow, requests, duckduckgo-search

Report HTML won't open

The HTML is self-contained (all CSS/JS inlined). If it's blank, check:

bash
ls -lh reports/002273/report.html   # Should be ~500KB–1MB# If <10KB, the assembly step failed — check assemble_report.py logs

HK / US stock not recognized

python
# Correct ticker formats:# HK:  "00700.HK"  or  "0700.HK"   (with .HK suffix)# US:  "AAPL"  or  "TSLA"          (plain uppercase)# A:   "002273"  or  "600519"       (6-digit code)# A:   "贵州茅台"  or  "水晶光电"    (Chinese name also works)

Agent skips the HARD-GATE

The <HARD-GATE> in SKILL.md is a mandatory pause requiring agent judgment. If your agent auto-skips it, explicitly tell it:

在继续生成报告之前,请先以每位评委的身份分别给出判断,不要直接运行 Stage 2 脚本。

Developing on the develop branch (latest features, less stable)

bash
git checkout developpip install -r requirements.txt

Configuration Reference

No API keys required. Optional environment variables for advanced use:

bash
# Proxy (if in restricted network)export HTTP_PROXY="http://127.0.0.1:7890"export HTTPS_PROXY="http://127.0.0.1:7890"
# Output directory (default: ./reports/)export UZI_OUTPUT_DIR="/path/to/reports"
# Report language (default: zh, options: zh | en)export UZI_LANG="zh"
# Disable image card generation (faster, HTML only)export UZI_NO_IMAGES=1
# Remote mode tunnel (Cloudflare Tunnel, for mobile access)export UZI_REMOTE=1

Common Agent Prompts

# Basic analysis/analyze-stock 贵州茅台
# With specific focus分析 002273,重点看 DCF 估值和机构持仓变化
# Panel vote only (faster)/panel-only 600519
# Check for manipulation patterns/scan-trap 300999
# Generate IC memo for an investment decision/ic-memo TSLA
# Quick pre-market scan/quick-scan 00700.HK
# Full English report for US stock/analyze-stock NVDA

Links

Source and attribution

Source:reason-machines/trending-skillsinskills/uzi-skill-stock-analyzerat commit2384a00

License: No license

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