A Share Stock Dossier

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name: a-share-stock-dossier description: Analyze A-share stocks and portfolios with analyst-grade, evidence-first reports. Use when the user asks for 个股分析、持仓复盘、逻辑是否还在、行业龙头、盘前/盘后策略、情绪+技术综合判断, especially when they want deep web verification and full process transparency (检索过程摘要 + 证据逐条分析) via web_search/web_fetch/browser plus Eastmoney/Tencent quote data.

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A-Share Stock Dossier

Overview

Produce professional analyst-style stock reports that are process-transparent, evidence-bound, and directly executable. Always split conclusions into two layers:

产业逻辑（fundamental/industry logic）

交易逻辑（price/flow/sentiment logic）

Default output mode is long-form process report unless user explicitly asks for a short summary.

Workflow

Step 1) Fix scope and objective

Extract stock list, cost, position size, horizon (日内 / 次日 / 5-10日), and risk preference.

Confirm output mode:

- 单票深挖 - 组合分层（A/B/C） - 盘前执行单

If screenshot is provided, parse first; ask only missing fields.

Step 2) Pull structured baseline before any narrative

Run:

python skills/a-share-stock-dossier/scripts/a_share_snapshot.py \
  --codes 603618,002149,002506,002475,002729,601116,601096 \
  --with-indices --with-kline --kline-days 60 --pretty

Lock objective facts first:

Price/pct/range/volume/turnover

5d/10d/20d return

MA5/MA10/MA20/MA60 context

Index mood and breadth proxy

Field reference:

references/eastmoney-fields.md

Step 3) Run deep-search loop (before and during writing)

Use:

references/source-checklist.md

references/search-depth-protocol.md

Mandatory minimum evidence per stock: 1. Structured quote/kline data 2. One official source (CNINFO/exchange/company IR) 3. One mainstream finance source 4. One sector/leader verification source

Tool order:

web_search discover

web_fetch extract正文

browser for JS-heavy/anti-bot/paginated/incomplete extraction

Step 4) Maintain retrieval log (hard requirement)

During analysis, build a step log S1..Sn. Each step must include:

检索目标（why this search）

查询/页面（query/url）

摘要（1-3条关键事实）

来源等级（官方/主流媒体/社区）

对判断影响（supports/weakens/conflicts）

If a conclusion appears without supporting steps, do not keep it in final recommendations.

Step 5) Write stock analysis in fixed order

For each stock, output strictly in this order: 1. 公司业务与收入/应用场景定位 2. 当前市场叙事与叙事阶段（启动/强化/分歧/退潮） 3. 行业龙头与板块阶段（强度/轮动/分化） 4. 技术面（趋势、关键位、失效位） 5. 舆情与事件（利多/利空/争议） 6. 双逻辑判断 - 产业逻辑：在 / 弱化 / 失效 - 交易逻辑：在 / 弱化 / 失效 7. 明日三情景（强/中/弱）触发条件 -> 动作 8. 证据绑定（E1/E2/E3/E4）+ 置信度

Use template:

references/report-template.md

Step 6) Continuous-search triggers during writing

Pause and re-search immediately if:

only one source supports a key claim

key event is stale (>7 days) and no update is checked

price/volume behavior conflicts with narrative

wording becomes uncertain（可能/大概/据说）

sector leader list mismatches same-day board behavior

Step 7) Conflict resolution and stop rule

Unify basis first (timestamp, adj/non-adj, intraday/close)

Priority: official > exchange data > mainstream media > community

If unresolved, keep explicit uncertainty notes

Stop searching only when: 1. each core conclusion has >=2 sources and >=1 official/preferred source 2. recent two re-search rounds add no high-value facts 3. conflicts are either resolved or explicitly marked

Step 8) Portfolio decision + self-correction

After all stocks:

Rank A/B/C:

- A: 产业逻辑与交易逻辑同向 - B: 产业逻辑在、交易逻辑弱 - C: 交易逻辑受损

Give one-line portfolio action (cut/hold/wait + why)

Add self-correction:

- 2-3 weak points in this round - how to recalibrate thresholds next round

Output requirements (must follow)

Default to detailed analyst-report style with this top-level structure: 1. 检索过程纪要（S1..Sn） 2. 市场底色（结构化数据） 3. 逐股深度分析（证据逐条绑定） 4. 组合分层与执行重点 5. 本轮不确定性与下轮修正计划

Never output only short conclusions unless user asks explicitly.