report-generate

name report-generate description Professional financial research report generation — standard structure (summary / views / main body / risks / recommendation), Markdown formatting standards, rating system, and terminology guide. category tool Professional Research Report Generation Overview Generate structured, professional-grade financial research reports. Follow the conventions used by securities firms and asset managers, and output complete Markdown reports that can be used directly for investment research reference. Report Types and Structure Type Classification Type Length Core Content Trigger Scenario Deep-dive stock report 3000-5000 words Company analysis + valuation + rating "Analyze stock XX" Industry research 2000-4000 words Industry structure + trend + recommended names "How is sector XX?" Strategy report 1500-3000 words Macro + strategy + allocation recommendation "What is the market outlook?" Backtest report 1000-2000 words Strategy performance + risk + improvement suggestions After a backtest is completed Flash comment / note 500-1000 words Event commentary + impact + action suggestion "How should we view event XX?" Standard Structure Template # [Report Title] > **Rating** : Buy | **Target Price** : ¥XX | **Current Price** : ¥XX > **Analyst** : Vibe-Trading | **Date** : 2026-03-28 ## Summary 3-5 key points, each 1-2 sentences, covering the core conclusion. Use explicit language such as bullish / bearish / neutral. Do not be vague. ## Core Views ### View 1: [One-line heading] 2-3 paragraphs of discussion, supported by data. ### View 2: [One-line heading] 2-3 paragraphs of discussion, supported by data. ### View 3: [One-line heading] 2-3 paragraphs of discussion, supported by data. ## Main Analysis ### [Section 1: for example Industry analysis / Company fundamentals / Strategy logic] Detailed analysis... ### [Section 2: for example Financial analysis / Competitive landscape / Backtest results] Detailed analysis... ### [Section 3: for example Valuation analysis / Catalysts / Risk-reward] Detailed analysis... ## Data Appendix Key data tables... ## Risk Warnings 1. [Risk 1]: specific description + trigger condition + impact level 2. [Risk 2]: ... 3. [Risk 3]: ... ## Investment Recommendation Clear action recommendation, including direction, position size, and time horizon. --- *Disclaimer: This report is generated by an AI quantitative system for research reference only and does not constitute investment advice.* Rating System Equity Ratings Rating Definition Expected Return (12 months) Use Case Strong Buy Clearly bullish, high conviction >30% Undervalued + catalyst + favorable trend Buy Bullish, reasonably high conviction 15%-30% Improving fundamentals + fair valuation Neutral No clear directional edge -5%~15% Fair valuation but lacks catalysts Avoid Bearish <-5% Overvaluation / deteriorating fundamentals Strategy Ratings Rating Definition Applicable Standard High allocation priority Excellent risk-reward profile Sharpe > 1.5, max drawdown < 20% Allocatable Good risk-reward profile Sharpe > 1.0, max drawdown < 30% Watch Needs more validation Sharpe 0.5-1.0 Not recommended Poor risk-reward profile Sharpe < 0.5 or drawdown > 40% Markdown Formatting Standards Heading Hierarchy # H1: Report title (only one) ## H2: Main sections (summary / views / body / risks / recommendation) ### H3: Subsections #### H4: Maximum depth; use bold text instead of deeper nesting Table Standards | Metric | 2024A | 2025E | 2026E | Notes | |------|-------|-------|-------|------| | Revenue (100m RMB) | 500.2 | 580.0 | 660.0 | +15% YoY | | Net profit (100m RMB) | 45.3 | 55.0 | 65.0 | +22% YoY | | PE(TTM) | 25.0x | 20.5x | 17.3x | Valuation compressing | Table rules : Right-align numbers where possible (when Markdown cannot do so, at least keep visual alignment clean) Put units in the header ( 100m / 10k / RMB ) Forecast values use E ( 2025E ), actual values use A ( 2024A ) Keep 1 decimal place for percentages and 1-2 decimal places for monetary values Number Formatting Standards Type Format Example Percentage X.X% Return 12.5% Large amount X,XXX.X亿 Market cap 1,234.5亿 Small amount X.XX元 Stock price 25.80元 Multiple X.Xx PE 20.5x Date YYYY-MM-DD 2026-03-28 Time range YYYY.MM-YYYY.MM 2024.01-2025.03 Chart Substitute (Text Description + Data Table) Since Markdown output cannot embed images, use the following substitute: ### Equity Curve The strategy equity started at 1.00 in 2020-01, peaked at 1.85 in 2021-02, then suffered its largest drawdown from 2022.04 to 2022.10 (-25.3%), and recovered by 2023.06 to a new high of 2.10. | Time Point | Equity | Cumulative Return | Phase Event | |---------|------|---------|---------| | 2020-01 | 1.00 | 0% | Start | | 2021-02 | 1.85 | +85% | Bull-market peak | | 2022-10 | 1.38 | +38% | Drawdown low | | 2023-06 | 2.10 | +110% | Recovery to new high | | 2024-12 | 2.45 | +145% | Latest | Professional Terminology Guide Terms You Should Use (to improve professionalism) Scenario Professional Expression Avoid Price down pullback / correction / drawdown dropped / fell Price up strengthened / rebounded / recovered / climbed rose / went up Uncertainty uncertainty remains / needs monitoring hard to say / cannot tell Recommend buying recommend overweight / add buy now Recommend selling recommend underweight / avoid sell now Undervalued valuation offers a margin of safety cheap Expensive valuation premium is elevated expensive Trend favorable conditions are improving / trend is constructive market looks okay Common Abbreviations Abbreviation Full Name Chinese Meaning YoY Year over Year 同比 QoQ Quarter over Quarter 环比 MoM Month over Month 月环比 TTM Trailing Twelve Months 滚动12个月 CAGR Compound Annual Growth Rate 复合增长率 ROE Return on Equity 净资产收益率 EPS Earnings Per Share 每股收益 FCF Free Cash Flow 自由现金流 Backtest Report Template After a backtest is completed, read metrics.csv and equity.csv to generate: # Backtest Report: [Strategy Name] ## Strategy Overview - **Strategy type** : momentum / mean reversion / multi-factor / ... - **Instruments** : 000001.SZ, 600519.SH, ... - **Backtest period** : 2016-01-01 to 2026-01-01 - **Initial capital** : ¥1,000,000 ## Performance Summary | Metric | Strategy | Benchmark (CSI 300) | Excess | |------|------|-------------|------| | Cumulative return | +145.2% | +35.6% | +109.6% | | Annualized return | 9.8% | 3.2% | +6.6% | | Sharpe | 1.25 | 0.45 | - | | Max drawdown | -18.5% | -32.4% | - | | Calmar | 0.53 | 0.10 | - | | Win rate | 58.3% | - | - | | Trade count | 245 | - | - | ## Annual Performance | Year | Return | Benchmark | Excess | Max Drawdown | |------|------|------|------|---------| | 2016 | +12.3% | -8.5% | +20.8% | -8.2% | | ... | ... | ... | ... | ... | ## Risk Analysis [Insert output from the `risk-analysis` skill] ## Improvement Suggestions 1. Specific suggestion 1... 2. Specific suggestion 2... ## Rating: Allocatable Sharpe > 1.0 and max drawdown < 20%, indicating a good risk-reward profile. Analysis Framework Preparation Before Writing Clarify the report type : stock / industry / strategy / backtest / flash note Collect data : backtest results, fundamentals, industry data Determine the core view : decide the conclusion first, then organize the supporting arguments Choose the rating : based on quantitative metrics + qualitative judgment Writing Principles Put the conclusion first : the summary should contain the most important views, without too much buildup Let data speak : every view should have at least one supporting data point Keep logic clear : because A (data) → therefore B (judgment) → recommendation C (action) Argue both sides : even in bullish reports, discuss risks; even in bearish reports, mention possible catalysts Be actionable : recommendations should specify instruments / position sizing / time frame Output Format Output the complete Markdown research report directly, following the template structure above. Ensure that: it has a clear rating it is supported by quantitative data it includes at least 3 risk warnings it contains concrete action recommendations it ends with a disclaimer Notes Do not make overly precise forecasts : use ranges rather than single points ( target price 25-30 RMB instead of target price 27.5 RMB ) Data consistency : all quoted numbers must be consistent throughout the report and never contradict each other Mark timeliness : state both the data cut-off date and the report generation date Disclaimer is mandatory : AI-generated reports must explicitly state that they are not investment advice Avoid absolutes : "likely" is better than "certain", and "may" is better than "will" China A-share specific risks : policy risk / delisting risk / goodwill impairment / major-shareholder selling / lock-up expiry Crypto-specific risks : regulation / smart-contract exploits / liquidity risk / rug pulls