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Hermes-Skills/openclaw-imports/stock-analysis/references/valuation-quickstart.md
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Stock Analysis v6.3 - Quick Reference

New: LongPort-Powered 8-Dimension Analysis

Basic Usage

# Single stock
uv run ~/.hermes/skills/openclaw-imports/stock-analysis/scripts/analyze_stock_unified.py O

# Multiple stocks
uv run ~/.hermes/skills/openclaw-imports/stock-analysis/scripts/analyze_stock_unified.py O 823.HK MAIN JEPI NLY

# Fast mode (skip Yahoo fallback for speed)
uv run ~/.hermes/skills/openclaw-imports/stock-analysis/scripts/analyze_stock_unified.py O --fast

# JSON output
uv run ~/.hermes/skills/openclaw-imports/stock-analysis/scripts/analyze_stock_unified.py O --output json

Symbol Format

Market Format Example
US TICKER or TICKER.US O, AAPL.US
HK CODE.HK 823.HK, 9988.HK
CN CODE.SZ or CODE.SH 000001.SZ

8-Dimension Scoring System

Dimension Weight Data Source Metrics
Fundamentals 40% LongPort + Yahoo PE, PB, dividend, margins, ROE, debt
Valuation 30% LongPort PE/PB/dividend relative scoring
Momentum 20% LongPort RSI, volume ratio, price change
Market Cap 10% LongPort Large-cap stability bonus

Scoring Logic

Fundamentals Score:

  • PE < 15: +0.5, PE > 30: -0.3
  • PB < 1.0: +0.6, PB > 5.0: -0.4
  • Dividend > 5%: +0.5
  • Operating margin > 15%: +0.5
  • ROE > 15%: +0.4
  • Debt/Equity < 50: +0.3

Valuation Score:

  • PE: <15 → +0.5, <25 → +0.2, >35 → -0.3
  • PB: <1.0 → +0.6, <2.0 → +0.3, >5.0 → -0.4
  • Dividend: >5% → +0.5, >3% → +0.3

Momentum Score:

  • RSI < 30 (oversold): +0.5
  • RSI > 70 (overbought): -0.5
  • Volume ratio > 1.5: +0.3

Recommendations

Score Recommendation Confidence
> 0.3 BUY 80-90%
> 0.0 BUY 50-80%
> -0.3 HOLD 50-80%
< -0.3 SELL 80-90%

Data Sources

LongPort (Primary):

  • PE TTM, PB, EPS TTM, BPS
  • Dividend yield, Market cap
  • Real-time quotes, Volume ratio
  • Full HK/CN/US coverage

Yahoo Finance (Fallback - US only):

  • Operating margins, ROE, ROA
  • Debt ratios, Revenue growth
  • Analyst ratings, Earnings history

Legacy Commands (Yahoo Finance)

Stock Analysis

uv run {baseDir}/scripts/analyze_stock.py AAPL --fast

Dividend Analysis

uv run {baseDir}/scripts/dividends.py O JEPI QYLD

Environment Setup

LongPort SDK

Add to ~/.bashrc:

export LONGBRIDGE_APP_KEY=your_key
export LONGBRIDGE_APP_SECRET=your_s...port LONGBRIDGE_ACCESS_TOKEN=your_t...The script auto-maps `LONGBRIDGE_*``LONGPORT_*` for the SDK.

## Troubleshooting

### "token invalid" error
Token expired. Get new token from LongPort App → Settings → API Keys.

### Yahoo Finance rate limiting
Normal during heavy usage. LongPort data is still available. Use `--fast` to skip Yahoo.

### Missing PE/PB for ETFs
ETFs don't have traditional PE/PB. Only dividend yield is available.

### Negative PE
Negative PE means the company is losing money. Fundamentals score will be lower.