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Install in OpenClaw
/install fintech-research
Description
100% free, self-hosted equity research toolkit for Claude Code with native Hong Kong stock support. Provides 24 analysis skills across 4 command families (/p...
README (SKILL.md)
Fintech Research Toolkit
Transform Claude Code into a professional equity research agent with native Hong Kong stock support — all 100% free and self-hosted.
What This Skill Provides
4 Command Families
| Command | Purpose | Trigger Keywords |
|---|---|---|
/probe |
Thematic discovery, supply-chain scanning, alt-plays | "screen", "find ideas", "theme", "discover" |
/dive |
Single-company deep analysis | "analyze", "deep dive", "business model", "forensics" |
/track |
Position tracking, thesis validation, event radar | "monitor", "watchlist", "track", "thesis check" |
/landscape |
Macro research across CN-HK-US | "macro", "yield curve", "trade flows", "rates" |
24 Analysis Skills
- 9 Anthropic official skills (Apache 2.0): initiating-coverage, earnings-preview, earnings-analysis, model-update, morning-note, catalyst-calendar, thesis-tracker, idea-generation, sector-overview
- 14 Community skills: themes, supply-chain, alt-plays, business-model, financial-forensics, earnings-scorecard, reporting-quality, management, watchlist, thesis-check, event-radar, yield-curve, trade-flows, labor-market
Free Data MCP Server
A local MCP server (mcp-server/server.py) providing 10 tools:
| Tool | Data Source | Free Basis |
|---|---|---|
get_ticker_info |
yfinance | Open source |
get_price_history |
yfinance | Open source |
batch_ticker_info |
yfinance | Open source |
get_ah_spread |
yfinance | Open source |
get_hkex_disclosures |
HKEX News | Public access |
get_sec_filings |
SEC EDGAR | Official free API |
get_macro_data |
FRED | Official free API |
get_news_signals |
NewsAPI + RSS | Free tier |
fiscal_calendar |
Local JSON | Self-maintained |
run_sql |
SQLite cache | Local |
HK Equity Support
- 65 pre-configured .HK tickers covering Hang Seng Top 50 + tech leaders
- Tencent (0700.HK), Alibaba (9988.HK), Meituan (3690.HK), Xiaomi (1810.HK), BYD (1211.HK), Kuaishou (1024.HK), Li Auto (2015.HK), and more
- AH spread analysis (A-share vs H-share premium/discount)
- HKEX regulatory announcements scraping
- Stock Connect flow context
Setup
# 1. Clone and install dependencies
git clone https://github.com/fredtai/Fintech-research.git
cd Fintech-research
pip install -r requirements.txt
# 2. Start Claude Code
claude
# 3. Verify MCP server is connected
/mcp
# 4. Start researching
/probe AI infrastructure in HK
/dive 0700.HK
/track 0700.HK
/landscape CN-HK-US rates
Optional API Keys
The toolkit works without any API keys for all core features. Optional keys for enhanced data:
FRED_API_KEY— Get a free key at fred.stlouisfed.org for macro dataNEWS_API_KEY— Get a free key at newsapi.org for news signals (100 req/day)
Customization
.claude/mode.md—neworexperienced.claude/style.md— Control depth (quick/balanced/deep), tone (professional/conversational), coverage (global/hk-only/us-only)
License
Apache 2.0 — Community skills and scaffolding. Anthropic skills bundle is also Apache 2.0 (vendored from anthropics/financial-services).
Usage Guidance
Install only if you are comfortable with a local MCP server that can contact public finance/news providers, cache data locally, and let the agent run raw SQL against its cache. Use it in a dedicated workspace, avoid sharing confidential portfolio or unpublished research unless you understand where it will be stored, and treat `run_sql` as a manual-review feature until it is restricted to read-only SELECT queries.
Capability Tags
Capability Assessment
Purpose & Capability
The market-data, HK equity research, public API, and optional API-key behavior fits the stated purpose, but `mcp-server/server.py` exposes `run_sql` as caller-supplied SQL while describing it as read-only, and `docs/tools.md` documents arbitrary SQL against the local cache.
Instruction Scope
Many natural-language triggers are broad and can route ordinary finance conversation into tool-using workflows; the initiating-coverage workflow also contains a contradictory path that says to execute missing prerequisite tasks after verification fails, although its example later asks the user first.
Install Mechanism
Installation is ordinary source checkout plus `pip install -r requirements.txt`; dependencies are public packages and I found no hidden post-install script, startup hook, obfuscation, or automatic persistence mechanism.
Credentials
Outbound requests to yfinance, HKEX, SEC, FRED, NewsAPI, and RSS are disclosed and purpose-aligned; `FRED_API_KEY` and `NEWS_API_KEY` are optional and declared, but users should understand ticker/search queries may be sent to third-party services.
Persistence & Privilege
The toolkit creates and updates a local SQLite cache, and some watchlist/thesis instructions mention cross-session storage without a clear storage path or confirmation gate; combined with unrestricted `run_sql`, local research state can be modified or deleted by the agent.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install fintech-research - After installation, invoke the skill by name or use
/fintech-research - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
Fintech-research 2.0.0 is a major upgrade, introducing a comprehensive, self-hosted equity research toolkit for Claude Code with deep support for Hong Kong stocks.
- Adds 24 analysis skills across 4 research command families: /probe, /dive, /track, /landscape.
- Integrates a local MCP server connecting to free data sources: yfinance, HKEX, FRED, NewsAPI, and RSS.
- Provides out-of-the-box support for .HK tickers, AH spread analytics, and HKEX disclosures.
- Works fully offline and free, with optional API keys for macro and news data.
- Includes advanced customization via mode/style config files for user experience and research depth.
Metadata
Frequently Asked Questions
What is Fintech Research?
100% free, self-hosted equity research toolkit for Claude Code with native Hong Kong stock support. Provides 24 analysis skills across 4 command families (/p... It is an AI Agent Skill for Claude Code / OpenClaw, with 39 downloads so far.
How do I install Fintech Research?
Run "/install fintech-research" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Fintech Research free?
Yes, Fintech Research is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Fintech Research support?
Fintech Research is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Fintech Research?
It is built and maintained by fredtai (@fredtai); the current version is v1.0.0.
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