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Fintech Research

为 Claude Code 提供的美股、港股、A 股权益研究工具包，含四类命令与 24 个分析技能（9 个官方技能、14 个社区技能），由本地 MCP 服务器接入 yfinance、SEC EDGAR、HKEX News、FRED、NewsAPI 与 RSS，两个 API Key 均为可选。

分类：数据
fredtai
fredtai
热度 20.33
最近更新 2026-06-09 14:51:29

安装

发给 Agent
帮我安装这个技能：npx secure-skills-cli add fredtai/fintech-research
兼容性
Claude Code 专属
联网要求
需要联网
数据出网
可选出网
Metadata
name
fintech-research
description
100% free, self-hosted equity research toolkit for Claude Code with global market support (US, HK, CN). Provides 24 analysis skills across 4 command families (/probe, /dive, /track, /landscape) backed by a local MCP server connecting to yfinance (global quotes), SEC EDGAR (US filings), HKEX News (HK announcements), FRED (US macro), NewsAPI and RSS (global news) — all free, zero subscription required.
version
2.0.2
license
Apache-2.0
metadata
{"openclaw":{"tags":["fintech","equity-research","us-stocks","hong-kong-stocks","a-shares","yfinance","sec-edgar","hkex","fred","free-data","claude-code","mcp","finance","investing"],"category":"Data & APIs","languages":["en","zh-CN","ja"],"requires":[{"description":"Python 3.10+ with pip","command":"python3 --version"},{"description":"Claude Code CLI","command":"claude --version"}],"env":[{"name":"FRED_API_KEY","description":"Optional. Free API key from fred.stlouisfed.org for US macro data","required":false},{"name":"NEWS_API_KEY","description":"Optional. Free API key from newsapi.org for global news signals","required":false}]}}

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).