Claude Investment Research

Automated investment research analysis system powered by Claude Code.

Prerequisites

npm install -g agent-browser
agent-browser install

Workflow

1. Download Financial Reports - SEC (US) or HKEX (Hong Kong)
2. Prepare Data - Extract 5-year financial statements from StockAnalysis.com
3. 5-Round Analysis - 6 specialized subagents analyze independently in parallel
4. Cross-Comparison - Diff-agent resolves conflicts across 5 rounds
5. Generate Report - Final comprehensive investment research report

Skills

Skill	Description
sec-fetcher	Download 10-K (US) or 20-F (foreign) from SEC EDGAR
hkex-fetcher	Download annual reports from HKEX disclosure platform
stockanalysis	Extract financial data from StockAnalysis.com
invest-seg	Analyze business segments and cost structure
invest-balance	Analyze balance sheet
invest-value	Analyze valuation (DCF, cash flow)
invest-cap	Analyze capital allocation (dividends, buybacks)
invest-cap-acq	Analyze M&A and investment activities
invest-mda	Analyze management discussion and strategy
invest-report	Coordinate full analysis workflow and generate final report

Subagents

Agent	Uses Skill	Analysis Focus
prepare-agent	sec-fetcher, hkex-fetcher, stockanalysis	Download reports and extract financial data
segment-agent	invest-seg	Business segments and cost structure
balance-agent	invest-balance	Balance sheet analysis
value-agent	invest-value	Valuation (DCF, cash flow)
cap-agent	invest-cap	Capital allocation (dividends, buybacks)
cap-acq-agent	invest-cap-acq	M&A and investment activities
mda-agent	invest-mda	Management discussion and strategy
diff-agent	-	Cross-validate and resolve conflicts across rounds

Usage

Research Apple and generate an investment report

Claude Code prompt:「研究苹果公司，生成一份中文投资报告」

Output

Comprehensive markdown report with analysis, charts, and data validation.

The generated report can be in various languages; for example, it can be explicitly stated that the generated report will be in English.