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llmquant-equities

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LLMQuant Equities

LLMQuant Equities

This category routes equity research, comparison, valuation, catalyst, and sell-discipline workflows.
此分类用于路由股票研究、对比、估值、催化剂分析以及卖出纪律相关工作流。

Routing Rules

路由规则

  1. Identify ticker(s), investment horizon, benchmark, and requested deliverable.
  2. Select the closest workflow below.
  3. Open only the selected workflow and needed local resources.
  4. Use LLMQuant Data for filings, prices, fundamentals, ownership, macro, estimates, and events.
  5. Report data periods, filing dates, observation dates, stale notices, and missing future inputs.
  1. 识别股票代码、投资期限、基准指标以及用户要求的交付成果。
  2. 选择最匹配的下方工作流。
  3. 仅打开选定的工作流和所需的本地资源。
  4. 使用LLMQuant Data获取 filings、价格、基本面、持股情况、宏观数据、预期数据和事件信息。
  5. 报告数据周期、filing日期、观察日期、数据过期通知以及缺失的未来输入信息。

Workflow Index

工作流索引

User intentWorkflow
Score a stock across fundamentals, valuation, technicals, sentiment, and flow.
workflows/five-lens-stock-analysis.md
Compare 2-5 stocks or ETFs side by side.
workflows/equity-compare.md
Build a full equity research memo.
workflows/equity-research-memo.md
Build a catalyst-bound merger-arbitrage memo.
workflows/merger-arb-memo.md
Analyze hold versus systematic profit-taking rules.
workflows/take-profit-lab.md
用户意图工作流
从基本面、估值、技术面、市场情绪和资金流五个维度对股票进行评分。
workflows/five-lens-stock-analysis.md
并排对比2-5只股票或ETF。
workflows/equity-compare.md
撰写完整的股票研究备忘录。
workflows/equity-research-memo.md
撰写基于催化剂的并购套利备忘录。
workflows/merger-arb-memo.md
分析持有与系统化止盈规则。
workflows/take-profit-lab.md

LLMQuant Data Contract

LLMQuant 数据协议

Prefer LLMQuant Data when available. The workflows may need these data capabilities:
  • Retrieve equity prices, returns, market cap, volume, technical indicators, and realized volatility.
  • Retrieve company fundamentals, estimates, valuation multiples, peer context, and corporate events.
  • Read SEC filings and specific filing sections for business, MD&A, risks, and catalysts.
  • Retrieve institutional ownership, top holders, manager concentration, and 13F sponsorship context.
Fallback:
  • If fundamentals, estimates, or event feeds are unavailable, name the missing input and continue only with retrieved or user-provided evidence.
优先使用可用的LLMQuant Data。工作流可能需要以下数据能力：
  • 获取股票价格、收益、市值、成交量、技术指标以及已实现波动率。
  • 获取公司基本面、预期数据、估值倍数、同行背景以及企业事件。
  • 读取SEC filings及特定filing章节中的业务、管理层讨论与分析（MD&A）、风险因素和催化剂信息。
  • 获取机构持股情况、顶级持有人、经理集中度以及13F保荐背景。
Fallback:
  • 如果基本面、预期数据或事件源不可用，说明缺失的输入信息，仅使用已获取或用户提供的证据继续操作。