report-generate

name	report-generate
description	Professional financial research report generation — standard structure (summary / views / main body / risks / recommendation), Markdown formatting standards, rating system, and terminology guide.
category	tool

Professional Research Report Generation

Overview

Generate structured, professional-grade financial research reports. Follow the conventions used by securities firms and asset managers, and output complete Markdown reports that can be used directly for investment research reference.

Report Types and Structure

Type Classification

Type	Length	Core Content	Trigger Scenario
Deep-dive stock report	3000-5000 words	Company analysis + valuation + rating	"Analyze stock XX"
Industry research	2000-4000 words	Industry structure + trend + recommended names	"How is sector XX?"
Strategy report	1500-3000 words	Macro + strategy + allocation recommendation	"What is the market outlook?"
Backtest report	1000-2000 words	Strategy performance + risk + improvement suggestions	After a backtest is completed
Flash comment / note	500-1000 words	Event commentary + impact + action suggestion	"How should we view event XX?"

Standard Structure Template

# [Report Title]

> **Rating**: Buy | **Target Price**: ¥XX | **Current Price**: ¥XX
> **Analyst**: Vibe-Trading | **Date**: 2026-03-28

## Summary

3-5 key points, each 1-2 sentences, covering the core conclusion.
Use explicit language such as bullish / bearish / neutral. Do not be vague.

## Core Views

### View 1: [One-line heading]
2-3 paragraphs of discussion, supported by data.

### View 2: [One-line heading]
2-3 paragraphs of discussion, supported by data.

### View 3: [One-line heading]
2-3 paragraphs of discussion, supported by data.

## Main Analysis

### [Section 1: for example Industry analysis / Company fundamentals / Strategy logic]
Detailed analysis...

### [Section 2: for example Financial analysis / Competitive landscape / Backtest results]
Detailed analysis...

### [Section 3: for example Valuation analysis / Catalysts / Risk-reward]
Detailed analysis...

## Data Appendix

Key data tables...

## Risk Warnings

1. [Risk 1]: specific description + trigger condition + impact level
2. [Risk 2]: ...
3. [Risk 3]: ...

## Investment Recommendation

Clear action recommendation, including direction, position size, and time horizon.

---
*Disclaimer: This report is generated by an AI quantitative system for research reference only and does not constitute investment advice.*

Rating System

Equity Ratings

Rating	Definition	Expected Return (12 months)	Use Case
Strong Buy	Clearly bullish, high conviction	>30%	Undervalued + catalyst + favorable trend
Buy	Bullish, reasonably high conviction	15%-30%	Improving fundamentals + fair valuation
Neutral	No clear directional edge	-5%~15%	Fair valuation but lacks catalysts
Avoid	Bearish	<-5%	Overvaluation / deteriorating fundamentals

Strategy Ratings

Rating	Definition	Applicable Standard
High allocation priority	Excellent risk-reward profile	Sharpe > 1.5, max drawdown < 20%
Allocatable	Good risk-reward profile	Sharpe > 1.0, max drawdown < 30%
Watch	Needs more validation	Sharpe 0.5-1.0
Not recommended	Poor risk-reward profile	Sharpe < 0.5 or drawdown > 40%

Markdown Formatting Standards

Heading Hierarchy

# H1: Report title (only one)
## H2: Main sections (summary / views / body / risks / recommendation)
### H3: Subsections
#### H4: Maximum depth; use bold text instead of deeper nesting

Table Standards

| Metric | 2024A | 2025E | 2026E | Notes |
|------|-------|-------|-------|------|
| Revenue (100m RMB) | 500.2 | 580.0 | 660.0 | +15% YoY |
| Net profit (100m RMB) | 45.3 | 55.0 | 65.0 | +22% YoY |
| PE(TTM) | 25.0x | 20.5x | 17.3x | Valuation compressing |

Table rules:

• Right-align numbers where possible (when Markdown cannot do so, at least keep visual alignment clean)
• Put units in the header (100m / 10k / RMB)
• Forecast values use E (2025E), actual values use A (2024A)
• Keep 1 decimal place for percentages and 1-2 decimal places for monetary values

Number Formatting Standards

Type	Format	Example
Percentage	X.X%	Return 12.5%
Large amount	X,XXX.X亿	Market cap 1,234.5亿
Small amount	X.XX元	Stock price 25.80元
Multiple	X.Xx	PE 20.5x
Date	YYYY-MM-DD	2026-03-28
Time range	YYYY.MM-YYYY.MM	2024.01-2025.03

Chart Substitute (Text Description + Data Table)

Since Markdown output cannot embed images, use the following substitute:

### Equity Curve

The strategy equity started at 1.00 in 2020-01, peaked at 1.85 in 2021-02,
then suffered its largest drawdown from 2022.04 to 2022.10 (-25.3%), and
recovered by 2023.06 to a new high of 2.10.

| Time Point | Equity | Cumulative Return | Phase Event |
|---------|------|---------|---------|
| 2020-01 | 1.00 | 0% | Start |
| 2021-02 | 1.85 | +85% | Bull-market peak |
| 2022-10 | 1.38 | +38% | Drawdown low |
| 2023-06 | 2.10 | +110% | Recovery to new high |
| 2024-12 | 2.45 | +145% | Latest |

Professional Terminology Guide

Terms You Should Use (to improve professionalism)

Scenario	Professional Expression	Avoid
Price down	pullback / correction / drawdown	dropped / fell
Price up	strengthened / rebounded / recovered / climbed	rose / went up
Uncertainty	uncertainty remains / needs monitoring	hard to say / cannot tell
Recommend buying	recommend overweight / add	buy now
Recommend selling	recommend underweight / avoid	sell now
Undervalued	valuation offers a margin of safety	cheap
Expensive	valuation premium is elevated	expensive
Trend favorable	conditions are improving / trend is constructive	market looks okay

Common Abbreviations

Abbreviation	Full Name	Chinese Meaning
YoY	Year over Year	同比
QoQ	Quarter over Quarter	环比
MoM	Month over Month	月环比
TTM	Trailing Twelve Months	滚动12个月
CAGR	Compound Annual Growth Rate	复合增长率
ROE	Return on Equity	净资产收益率
EPS	Earnings Per Share	每股收益
FCF	Free Cash Flow	自由现金流

Backtest Report Template

After a backtest is completed, read metrics.csv and equity.csv to generate:

# Backtest Report: [Strategy Name]

## Strategy Overview
- **Strategy type**: momentum / mean reversion / multi-factor / ...
- **Instruments**: 000001.SZ, 600519.SH, ...
- **Backtest period**: 2016-01-01 to 2026-01-01
- **Initial capital**: ¥1,000,000

## Performance Summary

| Metric | Strategy | Benchmark (CSI 300) | Excess |
|------|------|-------------|------|
| Cumulative return | +145.2% | +35.6% | +109.6% |
| Annualized return | 9.8% | 3.2% | +6.6% |
| Sharpe | 1.25 | 0.45 | - |
| Max drawdown | -18.5% | -32.4% | - |
| Calmar | 0.53 | 0.10 | - |
| Win rate | 58.3% | - | - |
| Trade count | 245 | - | - |

## Annual Performance

| Year | Return | Benchmark | Excess | Max Drawdown |
|------|------|------|------|---------|
| 2016 | +12.3% | -8.5% | +20.8% | -8.2% |
| ... | ... | ... | ... | ... |

## Risk Analysis
[Insert output from the `risk-analysis` skill]

## Improvement Suggestions
1. Specific suggestion 1...
2. Specific suggestion 2...

## Rating: Allocatable
Sharpe > 1.0 and max drawdown < 20%, indicating a good risk-reward profile.

Analysis Framework

Preparation Before Writing

1. Clarify the report type: stock / industry / strategy / backtest / flash note
2. Collect data: backtest results, fundamentals, industry data
3. Determine the core view: decide the conclusion first, then organize the supporting arguments
4. Choose the rating: based on quantitative metrics + qualitative judgment

Writing Principles

1. Put the conclusion first: the summary should contain the most important views, without too much buildup
2. Let data speak: every view should have at least one supporting data point
3. Keep logic clear: because A (data) → therefore B (judgment) → recommendation C (action)
4. Argue both sides: even in bullish reports, discuss risks; even in bearish reports, mention possible catalysts
5. Be actionable: recommendations should specify instruments / position sizing / time frame

Output Format

Output the complete Markdown research report directly, following the template structure above. Ensure that:

• it has a clear rating
• it is supported by quantitative data
• it includes at least 3 risk warnings
• it contains concrete action recommendations
• it ends with a disclaimer

Notes

1. Do not make overly precise forecasts: use ranges rather than single points (target price 25-30 RMB instead of target price 27.5 RMB)
2. Data consistency: all quoted numbers must be consistent throughout the report and never contradict each other
3. Mark timeliness: state both the data cut-off date and the report generation date
4. Disclaimer is mandatory: AI-generated reports must explicitly state that they are not investment advice
5. Avoid absolutes: "likely" is better than "certain", and "may" is better than "will"
6. China A-share specific risks: policy risk / delisting risk / goodwill impairment / major-shareholder selling / lock-up expiry
7. Crypto-specific risks: regulation / smart-contract exploits / liquidity risk / rug pulls