US Stock Researcher

Institutional-grade deep analysis of US stock SEC filings, outputting professional investment reports.

Research Mode Selection

Mode

When to Use

Requirements

Gemini Mode

Default when GEMINI_API_KEY is configured

GEMINI_API_KEY environment variable

Claude Native Mode

When no Gemini API or user requests

WebSearch tool access

Quick Start Workflow

Path Variables

Before starting, determine these two paths:

The user's current working directory (where the agent session started). All output files go here.

The directory containing this SKILL.md file. Use its absolute path to reference scripts.

IMPORTANT: Always use absolute paths when running scripts. Never

cd

into the skill directory.

Step 1: Determine Filing Period

If user did NOT specify a period

, use WebSearch to find the latest filing:

WebSearch: "{company_name} latest 10-K 10-Q SEC filing"

IMPORTANT: Always analyze the MOST RECENT filing by date, regardless of type (10-K or 10-Q).

Example decision logic:

If latest 10-K is 2024-12-31 and latest 10-Q is 2025-09-30 → Use 10-Q (more recent)

If latest 10-K is 2025-01-15 and latest 10-Q is 2024-09-30 → Use 10-K (more recent)

Inform user: "根据搜索，{TICKER} 最新的财报是 {10-K/10-Q}（截至 {period}），将分析该期财报"

Step 2: Download Filing

python3.11

<

skill_dir

>

/scripts/download_sec_filings.py

--ticker

<

TICKER

>

--type

<

10

-K

|

10

-Q

|

6

-K

>

--limit

1

--project-root

<

project_root

>

Output:

/investment-research/{TICKER}/tmp/sec_filings/cleaned.txt

Step 3: Dynamic Framework Generation

Read first 5000 characters of filing

Identify company industry

Select modules from

/industry-analysis-modules.md

Merge with

/financial-analysis-framework.md

Save to

/investment-research//tmp/analysis-framework-YYYY-MM-DD.md

Step 4: Execute Deep Research

Gemini Mode (full two-phase analysis):

python3.11

<

skill_dir

>

/scripts/gemini_deep_research.py

\

--input

<

project_root

>

/investment-research/

<

TICKER

>

/tmp/sec_filings/cleaned.txt

\

--prompt

<

project_root

>

/investment-research/

<

TICKER

>

/tmp/analysis-framework-YYYY-MM-DD.md

\

--output-dir

<

project_root

>

/investment-research/

<

TICKER

>

\

--ticker

<

TICKER

>

\

--company

<

Company Name

>

\

--phase

all

Gemini Mode (local filing analysis only):

python3.11

<

skill_dir

>

/scripts/gemini_deep_research.py

\

--input

<

project_root

>

/investment-research/

<

TICKER

>

/tmp/sec_filings/cleaned.txt

\

--prompt

<

project_root

>

/investment-research/

<

TICKER

>

/tmp/analysis-framework-YYYY-MM-DD.md

\

--output-dir

<

project_root

>

/investment-research/

<

TICKER

>

\

--ticker

<

TICKER

>

\

--company

<

Company Name

>

\

--phase

local

Gemini Mode (web research only, requires local phase output):

python3.11

<

skill_dir

>

/scripts/gemini_deep_research.py

\

--input

<

project_root

>

/investment-research/

<

TICKER

>

/tmp/sec_filings/cleaned.txt

\

--prompt

<

project_root

>

/investment-research/

<

TICKER

>

/tmp/analysis-framework-YYYY-MM-DD.md

\

--output-dir

<

project_root

>

/investment-research/

<

TICKER

>

\

--ticker

<

TICKER

>

\

--company

<

Company Name

>

\

--phase

web

\

--phase1-output

<

project_root

>

/investment-research/

<

TICKER

>

/tmp/phase1-YYYY-MM-DD.md

IMPORTANT:

--phase

only accepts three values:

all

,

local

,

web

. Do NOT use numeric values like

1

or

2

.

Claude Native Mode:

Follow

/prompts/claude-deep-research-protocol.md

for complete 7-phase execution.

Step 5: Format and Save

Format per

/markdown-formatter-rules.md

, save to

/investment-research/{TICKER}/

Mode 1: Gemini Deep Research

User Input → Download Filing → Framework Generation → Local: Filing Analysis → Web: Market Research → Integration → Final Report

↓ ↓

(Gemini Deep Research) (Gemini Deep Research)

Local phase

(

--phase local

): Upload filing via Files API, Gemini analyzes comprehensively

Web phase

(

--phase web

): Web search for competitors, trends, management verification

Integration

Claude merges local + web results per /prompts/report-merge-prompt.md Mode 2: Claude Native Deep Research Uses 7-Phase Deep Research + Graph of Thoughts (GoT) methodology. For complete execution details, see: /prompts/claude-deep-research-protocol.md 7-Phase Overview Phase Name Description 1 Question Scoping Define goals, download filing 2 Retrieval Planning Identify industry, create research plan 3 Iterative Querying GoT branches: Financial, Competitive, Industry, Management, Risk 4 Source Triangulation Cross-validate findings 5 Knowledge Synthesis Structure report per framework 6 Quality Assurance Chain-of-Verification 7 Output Packaging Format and save GoT Research Branches Branch Method Focus A Read filing Financial data analysis B WebSearch Competitive landscape C WebSearch Industry trends D WebSearch Management verification E WebSearch Risk factors Reference Documents Document Purpose financial-analysis-framework.md Base analysis framework industry-analysis-modules.md Industry-specific modules markdown-formatter-rules.md Report formatting rules prompts/claude-deep-research-protocol.md Claude Native 7-phase guide prompts/report-merge-prompt.md Gemini mode report integration Output Location /investment-research/{TICKER}/ ├── tmp/ │ ├── sec_filings/cleaned.txt │ ├── analysis-framework-YYYY-MM-DD.md │ ├── phase1-YYYY-MM-DD.md # Local phase (--phase local) output │ └── phase2-YYYY-MM-DD.md # Web phase (--phase web) output └── {TICKER}-Investment-Report-YYYY-MM-DD.md Usage Examples "Analyze AAPL's latest 10-K annual report" "Deep research MSFT's 10-K filing" "Analyze JPM's latest annual report" (auto-selects Financial module) "Research PFE's financial report" (auto-selects Pharma module)