Stock Research Desk#

A 12-agent multi-factor equity research desk for single-name deep dives, theme screening, recurring watchlists, and bilingual (Chinese + English) document delivery.

Quick Start#

text

# Deep dive a single stock
research-stock 赛腾股份 中国

# Screen a theme
research-stock screen "中国机器人" --market CN --count 3

# Watchlist
research-stock watchlist add 赛腾股份 --market 中国 --interval 7d
research-stock watchlist run-due

The 12-Agent Pipeline#

StepAgentSearch?Focus1market_analystYesMacro cycle, industry structure, China narrative2macro_policy_strategistYesInterest rates, credit cycle, policy transmission3company_analystYesBusiness quality, management, financials4catalyst_event_trackerYesEarnings dates, insider activity, M&A, regulatory5sentiment_simulatorYesNarrative temperature, participant psychology6technical_flow_analystYesPrice action, volume, institutional flow, options7comparison_analystYesPeer comparison, relative valuation anchors8quant_factor_analystYesFactor exposure, statistical significance, regime9committee_red_teamNoContrarian challenge, hidden fragility10guru_councilNoMulti-perspective synthesis (Buffett/Druckenmiller/Simons)11mirofish_scenario_engineNoBull/base/bear scenario projection12price_committeeYesTarget prices with explicit horizons

Workflow#

1. Install: pip install -e .[dev]
2. Set OLLAMA_API_KEY in .env
3. Run ./bin/research-stock <name> <market> for a full memo
4. Or ./bin/research-stock screen "<theme>" --market CN --count N for screening
5. Output: bilingual DOCX on desktop with Chinese section first, English section second

Source Quality Model#

Domain-level source scoring filters out noise. Official filings (cninfo.com.cn, SEC) score 94-96. Quality media (yicai, caixin) score 84. Forum noise (<36) is blocked entirely.

Safety#

• No trading execution
• No portfolio management
• No backtesting engine
• Target prices always tied to explicit horizons and theses