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Fintech Research

Name: Fintech Research
Author: fredtai

作者 fredtai · GitHub ↗ · v1.0.0 · MIT-0

cross-platform ⚠ suspicious

总下载

当前安装

版本数

在 OpenClaw 中安装

/install fintech-research

功能描述

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...

使用说明 (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 data
NEWS_API_KEY — Get a free key at newsapi.org for news signals (100 req/day)

Customization

.claude/mode.md — new or experienced
.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).

安全使用建议

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.

能力标签

cryptorequires-sensitive-credentials

能力评估

⚠ 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.

ℹ 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.

如何使用

确保已安装 OpenClaw（本地或 Docker 部署）
在对话框中输入安装命令：/install fintech-research
安装完成后，直接呼叫该 Skill 的名称或使用 /fintech-research 触发
根据 Skill 的参数说明提供必要输入，即可获得结构化输出

版本历史

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.

元数据

Slug fintech-research

版本 1.0.0

许可证 MIT-0

累计安装 2

当前安装数 2

历史版本数 1

常见问题