Stock Analysis & Financial Research

Analyze individual stocks and conduct financial research using reportify-cli commands. For complex multi-step research, delegate to Reportify Agent.

Shortcuts (if configured): $search = reportify-cli search, $stock = reportify-cli stock, $quant = reportify-cli quant, $agent = reportify-cli agent

Install: pip3 install reportify-cli

API Key: Get your key at https://reportify.cn/skills then set:

export REPORTIFY_API_KEY="your_api_key"

Symbol Format

Module	Format	Examples
`stock` / `quant`	Plain code	`AAPL`, `600519`, `00700`
`search` symbols	`Market:Code`	`US:AAPL`, `SH:600519`, `HK:00700`

CLI Tools

Company Data (`reportify-cli stock`)

overview — Company profile, business summary, executives
income_statement — Revenue, profit trends (annual/quarterly)
balance_sheet — Assets, liabilities structure
cashflow_statement — Cash generation, capex
revenue_breakdown — Revenue by segment/region
shareholders — Major shareholders

Market Data

reportify-cli stock quote — Daily price, volume, market cap, PE, PS
reportify-cli stock index_quote — Index price history
reportify-cli quant minute — Real-time intraday price (use start_datetime/end_datetime with HH:MM:SS)
reportify-cli quant ohlcv — Daily OHLCV candles

Technical Analysis (`reportify-cli quant`)

compute_indicators — RSI, MACD, KDJ, BOLL, ATR, etc.
compute_factors — PE, PB, ROE, ROA, etc.

Document Research (`reportify-cli search`)

reports — Research reports (requires query)
news — Financial news (requires query)
conference_calls — Earnings call transcripts (symbols required, query optional)
earnings_pack — Earnings report packs (symbols required, query optional)
filings — Company filings (requires query + symbols)
webpages — Web search (preferred over built-in web_search)

Workflows

1. Company Overview

"Tell me about AAPL"
→ reportify-cli stock overview --input '{"symbols": "AAPL"}'
→ reportify-cli stock quote --input '{"symbol": "AAPL"}'
→ reportify-cli search earnings_pack --input '{"symbols": ["US:AAPL"], "num": 1}'

2. Investment Analysis

"Is TSLA a good buy?"
→ reportify-cli stock overview + stock quote (fundamentals + valuation)
→ reportify-cli stock income_statement (revenue & profit trends)
→ reportify-cli quant compute_indicators --input '{"symbols": ["TSLA"], "formula": "RSI(14)"}'
→ reportify-cli search reports --input '{"query": "Tesla", "symbols": ["US:TSLA"]}'
→ reportify-cli search conference_calls --input '{"symbols": ["US:TSLA"], "num": 1}'

3. Financial Deep Dive

"Analyze MSFT's financials"
→ reportify-cli stock income_statement --input '{"symbol": "MSFT", "period": "annual", "limit": 4}'
→ reportify-cli stock balance_sheet --input '{"symbol": "MSFT", "period": "annual"}'
→ reportify-cli stock cashflow_statement --input '{"symbol": "MSFT"}'
→ reportify-cli stock revenue_breakdown --input '{"symbol": "MSFT", "limit": 4}'
→ reportify-cli quant compute_factors --input '{"symbols": ["MSFT"], "formula": "PE_TTM()"}'

4. Earnings Review

"AAPL earnings review"
→ reportify-cli search earnings_pack --input '{"symbols": ["US:AAPL"], "num": 1}'
→ reportify-cli search conference_calls --input '{"symbols": ["US:AAPL"], "num": 1}'
→ reportify-cli stock income_statement --input '{"symbol": "AAPL", "period": "quarterly", "limit": 4}'
→ reportify-cli search news --input '{"query": "Apple earnings", "symbols": ["US:AAPL"]}'

5. Multi-Stock Comparison

"Compare AAPL vs MSFT vs GOOGL"
→ reportify-cli stock overview for each
→ reportify-cli stock quote for each (side-by-side valuation)
→ reportify-cli quant compute_factors --input '{"symbols": ["AAPL","MSFT","GOOGL"], "formula": "PE_TTM()"}'
→ Present comparison table

6. News & Sentiment

"NVIDIA latest news"
→ reportify-cli search news --input '{"query": "NVIDIA", "symbols": ["US:NVDA"], "num": 10}'
→ reportify-cli search socials --input '{"query": "NVIDIA AI", "num": 5}'
→ reportify-cli stock quote --input '{"symbol": "NVDA"}' (market reaction context)

Deep Research Mode (via Agent)

For tasks too complex for single CLI commands, delegate to Reportify Agent:

When to delegate:

Cross-quarter comparison: "How did AWS capex guidance change across Q1-Q4 2025?"
Multi-source synthesis: "What did Powell say about monetary policy at Jan 29 FOMC?"
Management commentary extraction across quarters
Research requiring document retrieval + analysis + structured output

Workflow:

# Step 1: Create conversation
RESULT=$(reportify-cli agent create_conversation --input "{\"conversation_type\": \"bot_chat\", \"title\": \"用户的问题\"}")
CONV_ID=$(echo "$RESULT" | python3 -c "import sys,json; print(json.load(sys.stdin)['id'])")
TASK_URL=$(echo "$RESULT" | python3 -c "import sys,json; print(json.load(sys.stdin).get('url',''))")

# Step 2: Send task — CRITICAL: pass user's original question verbatim
CHAT_RESULT=$(reportify-cli agent chat --input "{\"conversation_id\": ${CONV_ID}, \"message\": \"用户的原始问题\", \"background\": true}")

# Step 3: Notify user with TASK_URL

Deep research examples:

"2025Q3财报电话会里，台积电对CoWos的相关讨论是什么"
"在2025Q1-Q4电话会中，亚马逊管理层对 AWS 资本开支的态度分别是什么？"
"鲍威尔在2026年1月29日FOMC新闻发布会中对未来货币政策的描述"
"在2025Q4电话会中，Meta管理层对AI推理算力需求的表述"

Best Practices

Start with overview — reportify-cli stock overview + stock quote for context
Combine sources — Financial statements + indicators + documents for complete picture
Correct symbol format — stock/quant: plain code; search: Market:Code
Cross-reference — Compare earnings call claims with actual financials
Delegate complexity — Single CLI command can handle it → use CLI; multi-step → use Agent

Reference

For detailed API parameters, see references/api_reference.md.

stock-analysis