| version | 1 |
| name | anyfinancial-financial-templates |
| description | Template-only financial analysis workflows for statement analysis, valuation analysis, company research, industry research, and finance-specific output patterns. Use when the user asks for a financial analysis structure, report outline, model rubric, or reusable instructions rather than live data retrieval. |
Financial Templates
Financial Templates is the non-API pillar of AnyFinancial. These files are
template and instruction patterns only. They do not fetch data, do not make live
claims, and do not replace source-grounded research.
Route by Task
| User intent | Template |
|---|
| Analyze income statement, balance sheet, cash flow, or financial ratios | statement-analysis.md |
| Build valuation framing, DCF/comps/SOTP outline, sensitivity table | valuation-analysis.md |
| Research a company, business model, risks, catalysts, competitive position | company-research.md |
| Analyze an industry, market structure, demand drivers, competitors | industry-research.md |
| Format finance-specific outputs, caveats, data provenance, citations | output-patterns.md |
| Daily market review / "复盘 + 交易指南" — whole-market capital state, ETF flows, sector migration, tech mainline, strong-pool tiers, holdings, next-day trading guide | daily-market-review.html (ready-to-fill Kami HTML) |
Usage Rules
- Clearly label outputs from this pillar as templates or analysis
frameworks unless populated with verified data.
- If the user asks for live prices, filings, news, or fundamentals, route to
../realtime-api-data/SKILL.md first.
- If the user asks for strategy performance, route to
../backtesting/SKILL.md.
- Do not invent financial figures. Use placeholders like
<Revenue> or cite the
data source used to fill them.
- Include date ranges, currency, units, and source provenance fields in any
populated template.
- When a populated template is rendered as HTML for the user, style it with the
Kami design system (mandatory — parchment
#f5f4ed canvas, ink-blue
#1B365D accent, serif-led, editorial whitespace; embed
../report-style/styles.css), upload it to the Artifact Store, and
reference it with a <rebyte-artifacts> tag containing only the file name. Do
not paste the HTML inline. See ../report-style/README.md,
output-patterns.md#html-artifact-output, and the top-level SKILL.md.
Files
SKILL.md — router for template workflows
statement-analysis.md — statement and ratio analysis structure
valuation-analysis.md — DCF, comps, SOTP, sensitivity template
company-research.md — company research memo template
industry-research.md — industry and market structure template
output-patterns.md — finance-specific output and instruction patterns
daily-market-review.html — daily market review + next-day trading guide (Kami HTML template)
Daily Market Review template (daily-market-review.html)
A ready-to-fill, Kami-styled HTML template for a daily market-close review plus
next-session trading guide (modeled on the A-share "复盘 + 交易指南" report).
Sections, in order:
- Header (title, 生成时间 / 数据口径 / 注意 provenance).
- §0 一句话 (headline read + trading-priority list) · §1 全市场资金状态 ·
§2 ETF 观察 · §3 行业迁移 (资金流入 / 流出) · §4 科技主线拆解 ·
§5 板块资金周期 (5.1 板块层 · 5.2 建仓周期 · 5.3 资金行为拆解 · 5.4 外圈扩散/回避) ·
§6 低点返单验证 · §7 新强势池 (A/B/C 档) · §8 持仓/重点票 ·
§9 交易指南 (开盘前预案 · 确认条件 · 具体打法) · §10 指标解释 · §11 数据文件.
How to fill:
- Replace every
{{TOKEN}} with real data; duplicate rows/blocks flagged by a
repeat comment, and delete sample rows and any section that doesn't apply
(keep the numbered skeleton stable so days stay comparable).
- Wrap numbers in
<span class="pos"> (up/inflow), <span class="neg">
(down/outflow), or <span class="flat">; keep units (e = 亿元). Put
tickers/price levels in <code>.
- Styling is the shared Kami layer — the template
<link>s
../report-style/styles.css then ../report-style/report.css and carries no
inline CSS. Leave those links; at delivery point them at the hosted
public-artifact URLs or bundle report-style/ alongside (see
../report-style/README.md). The doc is lang="zh-CN" for the CJK serif.
- Deliver as an uploaded HTML artifact (see
output-patterns.md), never inline.
- Fill only with verified L2/quote/EOD data (route Phase 1 skills first); do not
invent flows, tickers, or price levels.
