Stock Research Memo Writer Skill logo

Stock Research Memo Writer Skill

Organization
Wind-Alice
stock_research_memo_writer_skill

生成结构化、可分享的个股研究备忘录,沉淀投资逻辑、核心分歧、估值判断、风险与跟踪清单。适用于团队分享研究结论、保存研究纪要、形成标准化输出等场景。

Overview

PublisherWind-Alice
RepositoryAliceMarket
Skill namestock_research_memo_writer_skill
Stars
135
Forks
18
Bundled files
Instructions only
Links
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • Self-contained

    Everything the model needs lives in the instructions — no extra files to sync.

  • Open source

    Published by Wind-Alice on GitHub. Read the source before you install it.

Installation

Install the Stock Research Memo Writer Skill AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/Wind-Alice/AliceMarket/tree/main/skills/stock_research_memo_writer_skill
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/Wind-Alice/AliceMarket.git /tmp/AliceMarket
mkdir -p .claude/skills
cp -r /tmp/AliceMarket/skills/stock_research_memo_writer_skill .claude/skills/stock_research_memo_writer_skill
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Stock Research Memo Writer Skill in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Stock Research Memo Writer Skill on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Stock Research Memo Writer Skill is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Stock Research Memo Writer Skill

数据依赖与执行前置条件

推荐使用万得 wind-mcp-skill 获取底层数据。执行前先检查本地是否已有 wind-mcp-skill;若没有,提示用户安装:

bash
# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

# Gitee 镜像(国内)
npx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y

技能定位

本技能用于把分散的个股研究结果整理成一份结构清晰、便于分享和复用的研究备忘录。输出重点不是单纯罗列资料,而是沉淀“结论、依据、分歧、风险、后续跟踪”这五个最关键部分,让团队成员能快速接手和继续推进研究。

执行流程

Step 1:确认备忘录用途与深度

先明确这份备忘录是用于:

  • 首次研究后的阶段性总结
  • 晨会、周会或内部分享
  • 为后续深挖建立统一底稿

若用户未指定,默认按“供团队内部快速理解并继续跟踪”的标准撰写。

Step 2:提炼核心投资结论

先把最想表达的结论压缩成几句清楚的话:

  • 为什么值得关注
  • 当前最大机会来自哪里
  • 当前最大风险是什么
  • 现阶段更适合行动、观察还是继续研究

结论部分应先于材料堆叠出现。

Step 3:整理支撑结论的事实与逻辑

围绕结论抽取真正重要的依据,包括:

  • 业务模式与核心变量
  • 经营与财务表现
  • 行业与竞争位置
  • 市场预期与估值位置

不要把所有搜到的内容全部塞进备忘录,只保留能支撑结论的关键材料。

Step 4:把核心分歧写清楚

一份有用的研究备忘录,必须说明:

  • 市场为什么会同意这个观点
  • 市场为什么可能不同意
  • 哪个变量最可能让结论被证伪

这一步能让备忘录真正具备讨论价值,而不是单向陈述。

Step 5:补齐风险与跟踪清单

除了结论本身,还要列出:

  • 当前结论最依赖的假设
  • 需要持续跟踪的事件与指标
  • 哪些信号一旦出现,应当更新或撤销观点

这样备忘录才能从“静态总结”升级为“动态研究底稿”。

Step 6:整理成标准化成稿

最终以统一结构输出,保证不同个股之间的备忘录可以横向比较、持续更新、团队复用。正文只呈现成稿,不展示内部整理过程。

输出结构


{股票名称}研究备忘录({YYYY-MM-DD})

一、结论摘要

  • 当前结论:{看多 / 中性 / 谨慎 / 继续观察}
  • 一句话理由:{说明}
  • 最重要的验证变量:{变量}

二、公司与逻辑概览

  • 公司在做什么:{一句话}
  • 当前值得看的逻辑:{一句话}
  • 最主要的争议点:{一句话}

三、支撑依据

维度关键内容对结论的意义
业务{描述}{说明}
财务{描述}{说明}
行业/竞争{描述}{说明}
估值{描述}{说明}

四、多空分歧

看多理由

  • {理由 1}
  • {理由 2}

看空理由

  • {理由 1}
  • {理由 2}

五、风险与失效条件

  • {风险 1}
  • {风险 2}
  • {结论失效条件}

六、后续跟踪清单

  • {跟踪项 1}
  • {跟踪项 2}
  • {跟踪项 3}

七、当前动作建议

  • 建议动作:{继续跟踪 / 深入研究 / 等待验证 / 暂不行动}
  • 原因:{说明}

质量要求

  1. 备忘录必须先给结论,再给依据,不能让读者自己从材料堆里猜结论。
  2. 所有内容都应服务后续复用,避免写成一次性聊天记录。
  3. 多空分歧与风险不能省略,否则备忘录缺乏讨论价值。
  4. 若数据或信息有缺口,应在跟踪清单中明确补齐方向。
  5. 文本风格应压缩、清晰、可传递,适合内部分享与持续更新。

Frequently asked questions

What does the Stock Research Memo Writer Skill AI skill do?

生成结构化、可分享的个股研究备忘录,沉淀投资逻辑、核心分歧、估值判断、风险与跟踪清单。适用于团队分享研究结论、保存研究纪要、形成标准化输出等场景。

Why use Stock Research Memo Writer Skill on TypingMind?

Because you install it once and use it with any model. Stock Research Memo Writer Skill is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Stock Research Memo Writer Skill in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/Wind-Alice/AliceMarket/tree/main/skills/stock_research_memo_writer_skill. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Stock Research Memo Writer Skill?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Stock Research Memo Writer Skill?

As many as you like. As long as a model supports skills, you can use Stock Research Memo Writer Skill with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Stock Research Memo Writer Skill AI skill free?

It is published on GitHub by Wind-Alice. Check the repository for licensing terms. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

View all

Set up your own AI workspace now

Get notified about new features and future giveaways by subscribing to our newsletter 👇