Stock Analyzer - Global Comprehensive Stock Analysis Tool

Overview

Supported Markets

1. Output the complete analysis report in the conversation (Markdown format)
2. Generate a visual HTML web report simultaneously and save it to the user's working directory

Trigger Conditions

• Users request analysis of a certain stock (regardless of A-shares, Hong Kong stocks, US stocks)
• Users ask whether a certain stock is worth investing in
• Users want to know the buy/sell prices of a stock
• Users mention stock research, stock analysis
• A-share Keywords: A-share analysis, Shanghai-Shenzhen stocks, ChiNext, STAR Market, Beijing Stock Exchange
• Hong Kong Stock Keywords: Hong Kong stock analysis, Hang Seng Index, Tencent, Meituan, Xiaomi, BYD Company
• US Stock Keywords: US stock analysis, Nasdaq, S&P 500, Dow Jones, Chinese concept stocks, Apple AAPL, Tesla TSLA, NVIDIA NVDA, Micron MU, Google GOOGL, Microsoft MSFT, Amazon AMZN, Meta, Alibaba BABA, Pinduoduo PDD, JD.com JD
• Users mention Eastmoney and involve stock inquiries
• Users directly enter stock codes (e.g.: MU, AAPL, 00700, 600519)

Step 0: Eastmoney Login Guide (Important!)

Why Login is Required?

• Incomplete search results
• Inaccessible partial data pages
• Request restrictions or empty data returns

Login Guide Process

Guide Script Template:

📊 **Stock Analysis Preparation**

To obtain complete and accurate stock data, it is recommended that you log in to your Eastmoney account first.

**Please follow these steps:**

1. 🌐 Click to open the Eastmoney homepage: https://www.eastmoney.com/default.html

2. 🔐 Click the [Login] button in the upper right corner of the page

3. ✅ Log in using any of the following methods:
   - Mobile phone number + verification code
   - Account and password login
   - WeChat/QQ QR code login

4. 📢 After successful login, please reply "Logged in" or "Continue analysis"

**Tips**:
- If you don't have an account, you can register one quickly (free of charge)
- Data acquisition is more stable and analysis results are more accurate after login
- If you choose not to log in, some data may be incomplete

---
Have you logged in to Eastmoney?

User Response Handling:

Login Status Marking

• ✅ Logged in: High data completeness
• ⚠️ Not logged in: Some data may be restricted

⏱️ Request Delay Strategy (Important!)

Why Delay is Required?

• Temporary IP ban
• Empty data returns or error pages
• CAPTCHA interception

Delay Rules

⚠️ Must be followed: After each request to an Eastmoney page, must wait 1 second before initiating the next request!

Request 1 → Wait 1 second → Request 2 → Wait 1 second → Request 3 → ...

• When using

  web_fetch

  to access any Eastmoney page
• Including: search pages, market pages, capital flow pages, F10 pages, announcement pages, news pages, etc.

• Using the

  web_search

  tool (this is a search engine, not direct access to Eastmoney)

Implementation Key Points

1. Serial Requests: Do not initiate multiple Eastmoney page requests in parallel
2. 1-second Interval: Wait at least 1 second after each

   web_fetch

   of an Eastmoney URL
3. Retry on Failure: If a request fails, wait 2 seconds and retry once

Analysis Process

Step 1: Simulate Stock Search in Eastmoney Homepage Search Box

https://so.eastmoney.com/Web/s?keyword={stock name or code}

1. Use the

   web_fetch

   tool to access the search URL:

   https://so.eastmoney.com/Web/s?keyword={stock name or code entered by user}

2. Find the matching stock entry from the search results
3. Extract the stock code and market identifier
4. Obtain the stock detail page URL

• Use the

  web_search

  tool to search "{stock name} stock code Eastmoney" as an alternative
• Or prompt the user to manually search on Eastmoney and provide the stock code

keyword=贵州茅台

quote.eastmoney.com/sh600519.html

keyword=宁德时代

quote.eastmoney.com/sz300750.html

keyword=腾讯

quote.eastmoney.com/hk/00700.html

keyword=AAPL

quote.eastmoney.com/us/AAPL.html

keyword=MU

quote.eastmoney.com/us/MU.html

keyword=阿里巴巴

quote.eastmoney.com/us/BABA.html

Step 2: Access Stock Detail Page to Obtain Basic Information (Core Step!)

⚠️ Important: Real-time market data such as current price, price change percentage, etc. must be obtained from Eastmoney first! This is the most authoritative data source.

🚀 Recommended Method: Use Selenium Script (Can Obtain Dynamic Data)

# Hong Kong stock example
python scripts/fetch_stock.py 00700 --market hk --output json

# US stock example  
python scripts/fetch_stock.py MU --market us --output json

# A-share example
python scripts/fetch_stock.py 600519 --market sh --output json

{
  "success": true,
  "code": "00700",
  "market": "HK",
  "data": {
    "name": "腾讯控股",
    "price": "512.000",
    "change": "-10.500",
    "change_percent": "-2.01%",
    "amount": "13.22B",
    "market_cap": "4.662T",
    "pe": "25.67",
    "pb": "19.95",
    "turnover": "0.88%"
  },
  "source": "Eastmoney"
}

code

00700

MU

600519

--market

-m

hk

us

sh

sz

bj

auto

--output

-o

json

text

--timeout

-t

15

Alternative Method: Use web_fetch (May Not Obtain Dynamic Data)

web_fetch

• Page data is dynamically loaded via JS,

  web_fetch

  can only obtain static HTML
• Hong Kong/US stock pages may display "-" or empty values
• Need to supplement data with

  web_search

https://quote.eastmoney.com/sh{code}.html

sh600519.html

https://quote.eastmoney.com/sz{code}.html

sz300750.html

https://quote.eastmoney.com/bj{code}.html

bj830799.html

https://quote.eastmoney.com/hk/{code}.html

hk/00700.html

https://quote.eastmoney.com/us/{code}.html

us/MU.html

us/AAPL.html

⚠️ Important: Hong Kong stocks use the

/hk/

path, US stocks use the

/us/

path! The old paths

unify/r/116.

(Hong Kong stocks) and

unify/r/105.

(US stocks) are invalid or unstable!

1. Prioritize using the Selenium script:

   python scripts/fetch_stock.py {code} -m {market}

2. Try retrying once (after waiting 2 seconds)
3. Use

   web_search

   to search "{stock name} real-time stock price today's market" as an alternative
4. Must mark the data source status in the final report (see Data Source Tracking section)

Step 3: Obtain Fundamental Data

https://emweb.securities.eastmoney.com/pc_hsf10/pages/index.html?type=web&code={market code}{stock code}

• Financial Analysis:

  #/cwfx

• Company Overview:

  #/gsgk

• Shareholder Research:

  #/gdyj

Step 4: Obtain News Data

https://data.eastmoney.com/notices/stock/{stock code}.html

https://so.eastmoney.com/news/s?keyword={stock name}

https://data.eastmoney.com/report/stock/{stock code}.html

• Major announcements in the last 3 months (performance forecasts, major contracts, shareholder changes, etc.)
• Industry policies and trends
• Institutional ratings and target prices
• Market sentiment and hot topics

Step 5: Obtain Capital Flow Data

https://data.eastmoney.com/zjlx/{stock code}.html

⚠️ Key Focus: Main Force Net Ratio is the core indicator for capital flow scoring, read directly from the "Real-time Capital Flow" section of the page, no manual calculation required!

Page Location: To the right of the "Today's Main Force Net Inflow" value, displayed as a percentage (e.g.: 17.23%)

https://data.eastmoney.com/hsgtcg/stock.html?scode={stock code}

https://data.eastmoney.com/rzrq/detail/{stock code}.html

Step 6: Technical Reference (Optional Drill-Down)

• Current price position relative to 52-week high and low
• Moving average system (5/10/20/60/120/250-day moving averages)
• Support and resistance levels
• Trading volume change trends

Step 6.5: M&A and Restructuring Analysis (Conditional Trigger)

⚠️ Trigger Condition: When it is found that the company has ongoing or recently announced M&A, restructuring, or acquisition matters, this step must be executed.

Identify M&A Matters

Obtain M&A Target Data

web_search

Search Keywords:
1. "{Acquisition target name} revenue net profit gross margin financial data"
2. "{Acquisition target name} valuation PE industry"
3. "{Acquirer company} acquisition {target name} plan consideration percentage"
4. "{Acquirer company} M&A restructuring progress latest announcement"

Obtain Announcement Date Stock Price and Calculate Price Change Since Announcement

1. Determine the first M&A announcement date (e.g., the release date of the "Plans to acquire XX company" announcement)
2. Use

   web_search

   to search "{Company name} {Announcement date} closing price stock price" to obtain the closing price on the announcement date
3. Or find the closing price on the corresponding date from Eastmoney K-line historical data

Price change since announcement = (Current stock price - Announcement date closing price) / Announcement date closing price × 100%

• Add three rows: "Announcement Date", "Announcement Date Closing Price", "Price Change Since Announcement" to the M&A overview table
• Mark green (🟢) when the change is positive, orange (🟡 Warning of overheating) when the change exceeds 50%, red (🔴 Severe overheating) when the change exceeds 100%

M&A Valuation Calculation Model

1. Expected revenue after consolidation = Acquirer's current revenue + Target's revenue × Acquisition percentage
2. Expected net profit after consolidation = Acquirer's current net profit + Target's net profit × Acquisition percentage
3. Expected gross profit after consolidation = Acquirer's current gross profit + Target's gross profit × Acquisition percentage
4. Expected gross margin after consolidation = Expected gross profit after consolidation / Expected revenue after consolidation

5. Expected EPS after consolidation = Expected net profit after consolidation / Total shares outstanding after M&A
   (If stock payment: Total shares outstanding after M&A = Original total shares + Number of newly issued shares)
   (If cash payment: Total shares outstanding after M&A = Original total shares)

6. Expected market cap based on industry PE = Expected net profit after consolidation × Industry/peer company PE
7. Expected market cap based on current PE = Expected net profit after consolidation × Company's current PE

8. Expected stock price (Industry PE method) = Expected market cap (Industry PE) / Total shares outstanding after M&A
9. Expected stock price (Current PE method) = Expected market cap (Current PE) / Total shares outstanding after M&A

10. Stock price upside potential = (Expected stock price - Current stock price) / Current stock price × 100%

Expected profit during commitment period = Committed net profit (usually 3 years)
Expected PE during commitment period = Reasonable industry PE
Expected market cap after commitment completion = Committed net profit × Expected PE during commitment period

M&A Synergy Evaluation

Impact of M&A Analysis on Scoring

• Expected revenue growth after M&A > 30%: +1~+2 points to fundamentals
• Expected net profit growth after M&A > 50%: +2 points to fundamentals
• Gross margin increase after M&A > 5 percentage points: +1 point to fundamentals
• Goodwill/net asset > 50%: -1~-2 points to fundamentals
• Target net profit is negative: -2 points to fundamentals

• M&A approved by regulators/progressing smoothly: +1~+2 points to news
• M&A has uncertainty/risk of rejection: -1~-2 points to news
• There is a performance commitment and it is credible: +1 point to news

M&A Analysis Output Requirements

1. M&A Overview: Brief description of the transaction plan (target, consideration, percentage, payment method, announcement date, announcement date closing price, price change since announcement)
2. Target Company Profile: Main business, revenue, net profit, gross margin, industry
3. Post-consolidation Valuation Calculation: Detailed calculation of three scenarios (optimistic/neutral/conservative)
4. Stock Price Upside Potential: Expected upside range based on valuation calculation
5. Synergy Evaluation: List of score add/subtract items
6. M&A Risk Warning: Core risks such as goodwill, integration, approval
7. Adjustment of Comprehensive Score by M&A Matters: Clearly mark the score changes

Step 7: Comprehensive Analysis and Recommendations

Scoring System

⚠️ Important Note: The weight of capital flow is increased to 35%, among which "Main Force Net Ratio" is the core evaluation indicator, read directly from the Eastmoney page (no calculation needed), which can directly reflect the attitude of the day's market main force.

Scoring Standards

• PE lower than industry average and ROE>15%: +3 points
• Net profit growth rate>20%: +2 points
• Gross margin>30%: +2 points
• Asset-liability ratio<50%: +2 points
• Healthy cash flow: +1 point

• Major positive announcements: +3 points
• Institutional rating is Buy/Overweight: +2 points
• Favorable industry policies: +2 points
• No negative public opinion: +2 points
• Positive performance expectations: +1 point

Page: https://data.eastmoney.com/zjlx/{stock code}.html
Location: Real-time Capital Flow section → Right of "Today's Main Force Net Inflow"
Format: e.g., "Main Force Net Ratio: 17.23%"

✅ Read directly from the page, no manual calculation needed!

• 8-10 points: Main force strongly involved, bullish in the short term
• 6-8 points: Main force moderately inflowing, worth attention
• 4-6 points: Neutral capital flow, need to combine with other dimensions
• 2-4 points: Signs of main force outflow, cautious
• 0-2 points: Main force obviously withdrawing, avoid

Investment Recommendation Levels

Buy/Sell Price Calculation

• Initial position price: Current price × 0.95-0.98 (build position when retrace 5%-2%)
• Add position price: Near support level or moving average support level

• Refer to institutional target prices
• PE valuation method: Reasonable PE × Predicted EPS
• Near resistance level

• Break below support level
• Usually set to 92%-95% of the buy price

Step 8: Generate Visual HTML Report (Must Execute)

HTML Report Requirements

1. File Naming:

   {stock code}_{stock name}_Analysis_Report_{date}.html

   • Example:

     603618_Hangdian_Shares_Analysis_Report_20260226.html

2. Save Location: User's current working directory
3. Report Content: Consistent with the Markdown report content, but presented in a visual web format
4. Template Usage: Use

   assets/report_template.html

   as the HTML template

HTML Report Features

• 📊 Visual Charts: Use progress bars and dashboards to display scores
• 🎨 Beautiful Style: Modern UI design, responsive layout
• 📱 Print Support: Can be directly printed or exported to PDF
• 🔗 Interactive Links: Contains quick links to relevant Eastmoney pages

Generation Process

1. Read the

   assets/report_template.html

   template
2. Fill the analysis data into the template
3. Use the

   write_to_file

   tool to save the HTML file
4. Use the

   preview_url

   tool to preview in the browser (optional)

Output Formats

1. Command Line Output (Markdown Format)

assets/report_template.md

1. Basic Information: Stock code, name, industry, market cap, etc.
2. Fundamental Analysis: Valuation, profitability, growth, financial health
3. News Analysis: Announcements, news, research reports, public opinion
4. Capital Flow Analysis: Main force capital, northbound capital, margin trading
5. Technical Reference: Price position, moving averages, support and resistance
6. Comprehensive Investment Recommendation: Score, conclusion, buy price, target price, stop loss price
7. Risk Warnings

2. Visual Web Report (HTML Format)

assets/report_template.html

1. Generate and save the HTML file
2. Inform the user of the file save location
3. Provide a preview link (if feasible)

Drill-Down Strategy

Login Guide → Homepage Search → Search Results Page → Stock Detail Page → Drill-Down to Various Data Pages → Generate Report
                                        ↓
                        ┌───────────────┼───────────────┐
                        ↓               ↓               ↓
                    F10 Information Page      Capital Flow Page      Announcement & News Page
                        ↓               ↓               ↓
                   Financial Analysis        Main Force Tracking         Research Reports
                   Shareholder Research        Northbound Capital       
                   Company Overview        Margin Trading
                                        ↓
                              ┌─────────┴─────────┐
                              ↓                   ↓
                        Markdown Report         HTML Report
                        (Command Line Output)         (File Save)

📊 Data Source Tracking (Important!)

Why Track Data Sources?

• Users can clearly know which data comes from Eastmoney (authoritative source)
• Users can identify which data is supplemented by search engines
• Users can understand which data failed to be obtained or was not obtained

Data Source Status Definitions

[Eastmoney]

[Search]

[Failed]

[Not Obtained]

Core Data Source Requirements

quote.eastmoney.com

data.eastmoney.com/zjlx/

data.eastmoney.com/zjlx/

Data Source Display Format in Report

Example: Data Source Status Table

## 📡 Data Source Status

| Data Item | Source | Status |
|--------|------|------|
| Current Stock Price | Eastmoney | ✅ Success |
| Price Change Percentage | Eastmoney | ✅ Success |
| Total Market Cap | Eastmoney | ✅ Success |
| PE/PB | Eastmoney | ✅ Success |
| Main Force Net Inflow | Eastmoney | ✅ Success |
| Main Force Net Ratio | Eastmoney | ✅ Success |
| Financial Report Data | Search Engine | 🔄 Supplement |
| Analyst Target Price | Search Engine | 🔄 Supplement |
| Institutional Holdings | - | ❌ Failed |

> 📊 Data Completeness: 80% | Eastmoney Data Proportion: 60%

Notes

1. Login Priority: Guide the user to log in to Eastmoney before each analysis to avoid rate limiting
2. Search Accuracy: If the stock name is ambiguous, multiple results may be returned, need to confirm whether it is the stock the user wants
3. Data Timeliness: Stock data changes in real time, analysis results are based on data at the time of acquisition
4. Page Access: Some pages may need to be accessed multiple times to obtain complete data
5. Alternative Plan: If access to Eastmoney is restricted, use

   web_search

   as a supplementary data source
6. Dual Output: Must output both Markdown and HTML reports simultaneously
7. Data Source Labeling: Must display the data source status table in the report, so that users can clearly understand data reliability
8. Market Code Comparison Table:

quote.eastmoney.com/sh{code}.html

sh600519.html

quote.eastmoney.com/sz{code}.html

sz300750.html

quote.eastmoney.com/bj{code}.html

bj830799.html

quote.eastmoney.com/hk/{code}.html

hk/00700.html

quote.eastmoney.com/us/{code}.html

us/MU.html

us/AAPL.html

⚠️ Important: The old paths

unify/r/116.

(Hong Kong stocks) and

unify/r/105.

(US stocks) are invalid! Please use the new

/hk/

and

/us/

paths!

1. Special Instructions for Hong Kong and US Stocks:
   • Hong Kong Stocks use the

     quote.eastmoney.com/hk/{code}.html

     path
   • US Stocks use the

     quote.eastmoney.com/us/{code}.html

     path
   • Hong Kong and US stocks may not have complete F10 information pages, need to use

     web_search

     to supplement fundamental data
   • Capital flow data for Hong Kong and US stocks may be in a different format from A-shares, need to handle flexibly
   • US stock codes are letters (e.g., AAPL, MU, TSLA), Hong Kong stock codes are numbers (e.g., 00700)
2. Common US Stock Code Quick Reference:
   • AAPL (Apple) / MSFT (Microsoft) / GOOGL (Google) / AMZN (Amazon)
   • TSLA (Tesla) / NVDA (NVIDIA) / MU (Micron) / AMD (AMD)
   • META (Meta) / NFLX (Netflix) / BABA (Alibaba) / PDD (Pinduoduo) / JD (JD.com)

Reference Materials

• Detailed URL templates and data parsing guide:

  references/eastmoney_guide.md

• Markdown report template:

  assets/report_template.md

• HTML report template:

  assets/report_template.html