equity-analysis SKILL.md skillA
equity-analysis from wonglaitung/fortune is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add wonglaitung/fortune/equity-analysis@git:20261101.c5a5005Pins git:20261101.c5a5005 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- wonglaitung/fortune
- Path
.opencode/skills/equity-analysis/SKILL.md- Versions recorded
- 5
- Latest version
- git:20261101.c5a5005, committed Nov 1, 2026
- First version recorded
- Oct 30, 2026
- Size
- 12,647 bytes
- Repository stars
- 92
- License
- none declared
MUST USE when 分析一只/一组股票的中长期投资价值，或回答“贵不贵 / 值不值得长期买 / 财务质量如何 / 怎么估值 / 定投还是分批”。触发词：分析股票/基本面/财报/估值/PE/PB/ROE/ 护城河/现金流/长期投资/定投/分批；回购/配售/供股/可转债/拆合股等公司行动检查； 银行/保险/券商等金融股也走本技能（含金融附录）。 本技能给出**业界口径的通用股票分析 SOP**：数据前置、财务质量、红旗、估值、情景、 历史路径、风险、组合与执行。输出必须条件化，不构成买卖建议。.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# 通用股票分析 SOP（本项目的“个股尺子”）
> 目标：把“这只股票能不能长期买”拆成**可复算的财务指标 + 可证伪的估值情景**。
> 一句话：**先看生意与财务质量，再看现金流，最后看估值给没给足补偿。**
## 何时用
- 单只/一组股票的中长期（3–10 年）投资分析；
- 回答“PE 15 贵吗 / ROE 18% 能持续吗 / 现金流真不真 / 定投还是分批”；
- 金融股（银行/保险/券商）走本技能，并加第 9 节附录。
不适用：短线/技术形态/事件驱动（走 `hypothesis-validation`）；纯指数/资产配置（走组合层面）。
---
## 0. 数据前置（先声明缺口）
| 需要 | 位置 | 说明 |
|---|---|---|
| 三表（年度/中期） | `data/fund_cache/{code}_*.pkl` | akshare 港股财报；2002→ |
| 价格 | `data/hk_broad/snapshot/{5位}.pkl` | 前复权；或实时行情 |
| 股本（官方） | `data/hkex_monthly_shares.csv`（FF301） | 优先 `issued`；缺失回退 `shares_history` / 净利EPS |
| 股息/回购 | 现金流量表 `已付股息(融资)`、`回购股份`、`发行股份` | 净回购=回购−发行；总回报=股息率+净回购收益率 |
| 公司行动 | `data/events/events_310.csv`（`build_event_table.py` 生成）+ HKEXnews | 配售/供股/CB/私有化/锁定；PIT 公告日 |
| 历史股本 | `data/hkex_monthly_shares_history.csv` + `data/shares_history.csv` | 30 只 FF301 月度；yfinance 代理逐日 |
| 权益披露 | `data/di/di_notices.csv` | 大股东/董事增减持（1101/1201） |
| CCASS | `data/ccass/` + `scripts/ccass_concentration.py` | 集中度/覆盖率；分母用 FF301 |
| 除牌/港股通 | `data/hkex_delisted.csv` / `data/stock_connect_northbound.csv` | 幸存者 / 合资格变化 |
| 币种 | 内地企业多为 **CNY**，香港/英国多为 HKD/USD | **错误币种会让 PE/PB/股息率失真** |
**拿不到、必须看年报/公告的**：
- 分部收入/利润、客户与供应商集中度；
- 一致预期、指引、订单/产能；
…Read the whole file at its exact version.
How to install
mdr add wonglaitung/fortune/equity-analysis@sha256:8d2d0a9cd30aeef7The line at the top of this page pins the label git:20261101.c5a5005, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_j5bxp4v64av7hjpl)
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Versions
The registry has recorded 5 versions of this file, between Oct 30, 2026 and Nov 1, 2026, more than one a day.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20261101.c5a5005 latest | 2026-11-01 | c5a5005 | 12,647 B | A | view · diff |
| git:20261031.2df6834 | 2026-10-31 | 2df6834 | 11,941 B | A | view · diff |
| git:20261030.b31fde9 | 2026-10-30 | b31fde9 | 9,117 B | A | view · diff |
| git:20261030.8a4ae0e | 2026-10-30 | 8a4ae0e | 8,019 B | A | view · diff |
| git:20261030.66b59f9 | 2026-10-30 | 66b59f9 | 7,580 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (12647 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
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- pass: No instruction to send local credentials anywhere
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- pass: No curl or wget piped into a shell
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- pass: No link to a raw IP address
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Source
wonglaitung/fortune · 92 stars · license none declared · pushed 2026-11-03 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_j5bxp4v64av7hjpl GET https://markdownregistry.com/api/v1/resolve?ref=wonglaitung/fortune/equity-analysis GET https://markdownregistry.com/api/v1/blob/8d2d0a9cd30aeef7faf083854354acc70773e72307b4afed917762ac00452908
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.