| 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
- Clarify the report type: stock / industry / strategy / backtest / flash note
- Collect data: backtest results, fundamentals, industry data
- Determine the core view: decide the conclusion first, then organize the supporting arguments
- Choose the rating: based on quantitative metrics + qualitative judgment
Writing Principles
- Put the conclusion first: the summary should contain the most important views, without too much buildup
- Let data speak: every view should have at least one supporting data point
- Keep logic clear: because A (data) → therefore B (judgment) → recommendation C (action)
- Argue both sides: even in bullish reports, discuss risks; even in bearish reports, mention possible catalysts
- 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
- Do not make overly precise forecasts: use ranges rather than single points (
target price 25-30 RMB instead of target price 27.5 RMB)
- Data consistency: all quoted numbers must be consistent throughout the report and never contradict each other
- Mark timeliness: state both the data cut-off date and the report generation date
- Disclaimer is mandatory: AI-generated reports must explicitly state that they are not investment advice
- Avoid absolutes: "likely" is better than "certain", and "may" is better than "will"
- China A-share specific risks: policy risk / delisting risk / goodwill impairment / major-shareholder selling / lock-up expiry
- Crypto-specific risks: regulation / smart-contract exploits / liquidity risk / rug pulls
