概述

Fintech Research Toolkit

Transform Claude Code into a professional equity research agent for global equity markets — all 100% free and self-hosted.

What This Skill Provides

4 Command Families

Command	Purpose	Example
---------	---------	---------
`/probe`	Thematic discovery, supply-chain scanning, alt-plays	"Screen US semiconductor stocks" or "Find HK EV supply chain"
`/dive`	Single-company deep analysis	"Dive into AAPL" or "Analyze 0700.HK business model"
`/track`	Position tracking, thesis validation, event radar	"Track NVDA position" or "Monitor my HK portfolio"
`/landscape`	Macro research across CN-HK-US	"Compare US vs HK tech valuations"

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 across three markets:

US Equities:

Tool	Data Source	Free Basis
------	-------------	------------
`get_ticker_info`	yfinance	Open source
`get_price_history`	yfinance	Open source
`batch_ticker_info`	yfinance	Open source
`get_sec_filings`	SEC EDGAR	Official free API
`get_macro_data`	FRED	Official free API

Hong Kong Equities:

Tool	Data Source	Free Basis
------	-------------	------------
`get_ticker_info`	yfinance	Open source
`get_hkex_disclosures`	HKEX News	Public access
`get_ah_spread`	yfinance	Open source

Global / All Markets:

Tool	Data Source	Free Basis
------	-------------	------------
`get_news_signals`	NewsAPI + RSS	Free tier
`fiscal_calendar`	Local JSON	Self-maintained
`run_sql`	SQLite cache	Local

Market Coverage

US Equities

yfinance: Quotes, fundamentals, history for all US tickers (AAPL, MSFT, GOOGL, NVDA, TSLA, META, etc.)
SEC EDGAR: Official filings (10-K, 10-Q, 8-K)
FRED: Treasury yields, Fed Funds, CPI, unemployment, DXY
NewsAPI: US market news with sentiment

Hong Kong Equities

yfinance: Quotes, fundamentals, history for all .HK tickers
HKEX News: Regulatory announcements scraping
65 Pre-configured tickers: Hang Seng Top 50 + tech leaders
AH Spread: A-share vs H-share premium/discount
Stock Connect: Northbound/southbound flow

A-Share Equities (via Connect)

AH Spread: Cross-market price comparison
yfinance: Limited coverage via .SS / .SZ

Setup

git clone https://github.com/fredtai/Fintech-research.git
cd Fintech-research
pip install -r requirements.txt
claude
# /mcp to verify → then /probe, /dive, /track, /landscape

Optional API Keys (enhanced features, not required)

FRED_API_KEY — fred.stlouisfed.org (free) for US macro data
NEWS_API_KEY — newsapi.org (free, 100 req/day) for global news

Personalization

.claude/mode.md — new or experienced
.claude/style.md — depth(quick/balanced/deep), tone(professional/conversational), coverage(global/us-only/hk-only)

License

Apache 2.0 — Community skills and scaffolding. Anthropic skills bundle is also Apache 2.0 (vendored from anthropics/financial-services).

版本历史

共 1 个版本

v1.0.3 当前

2026-06-09 19:27

安全检测

腾讯云安全 (Keen)

队列中

腾讯云安全 (Sanbu)

队列中

Fintech Research

概述