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110 lines
3.0 KiB
Markdown
110 lines
3.0 KiB
Markdown
# Stock Analysis v6.3 - Quick Reference
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## New: LongPort-Powered 8-Dimension Analysis
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### Basic Usage
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```bash
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# Single stock
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uv run ~/.hermes/skills/openclaw-imports/stock-analysis/scripts/analyze_stock_unified.py O
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# Multiple stocks
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uv run ~/.hermes/skills/openclaw-imports/stock-analysis/scripts/analyze_stock_unified.py O 823.HK MAIN JEPI NLY
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# Fast mode (skip Yahoo fallback for speed)
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uv run ~/.hermes/skills/openclaw-imports/stock-analysis/scripts/analyze_stock_unified.py O --fast
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# JSON output
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uv run ~/.hermes/skills/openclaw-imports/stock-analysis/scripts/analyze_stock_unified.py O --output json
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```
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### Symbol Format
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| Market | Format | Example |
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|--------|--------|---------|
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| US | `TICKER` or `TICKER.US` | `O`, `AAPL.US` |
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| HK | `CODE.HK` | `823.HK`, `9988.HK` |
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| CN | `CODE.SZ` or `CODE.SH` | `000001.SZ` |
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### 8-Dimension Scoring System
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| Dimension | Weight | Data Source | Metrics |
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|-----------|--------|-------------|---------|
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| **Fundamentals** | 40% | LongPort + Yahoo | PE, PB, dividend, margins, ROE, debt |
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| **Valuation** | 30% | LongPort | PE/PB/dividend relative scoring |
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| **Momentum** | 20% | LongPort | RSI, volume ratio, price change |
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| **Market Cap** | 10% | LongPort | Large-cap stability bonus |
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### Scoring Logic
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**Fundamentals Score:**
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- PE < 15: +0.5, PE > 30: -0.3
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- PB < 1.0: +0.6, PB > 5.0: -0.4
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- Dividend > 5%: +0.5
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- Operating margin > 15%: +0.5
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- ROE > 15%: +0.4
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- Debt/Equity < 50: +0.3
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**Valuation Score:**
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- PE: <15 → +0.5, <25 → +0.2, >35 → -0.3
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- PB: <1.0 → +0.6, <2.0 → +0.3, >5.0 → -0.4
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- Dividend: >5% → +0.5, >3% → +0.3
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**Momentum Score:**
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- RSI < 30 (oversold): +0.5
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- RSI > 70 (overbought): -0.5
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- Volume ratio > 1.5: +0.3
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### Recommendations
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| Score | Recommendation | Confidence |
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|-------|----------------|------------|
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| > 0.3 | BUY | 80-90% |
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| > 0.0 | BUY | 50-80% |
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| > -0.3 | HOLD | 50-80% |
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| < -0.3 | SELL | 80-90% |
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### Data Sources
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**LongPort (Primary):**
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- PE TTM, PB, EPS TTM, BPS
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- Dividend yield, Market cap
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- Real-time quotes, Volume ratio
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- Full HK/CN/US coverage
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**Yahoo Finance (Fallback - US only):**
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- Operating margins, ROE, ROA
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- Debt ratios, Revenue growth
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- Analyst ratings, Earnings history
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## Legacy Commands (Yahoo Finance)
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### Stock Analysis
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```bash
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uv run {baseDir}/scripts/analyze_stock.py AAPL --fast
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```
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### Dividend Analysis
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```bash
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uv run {baseDir}/scripts/dividends.py O JEPI QYLD
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```
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## Environment Setup
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### LongPort SDK
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Add to `~/.bashrc`:
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```bash
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export LONGBRIDGE_APP_KEY=your_key
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export LONGBRIDGE_APP_SECRET=your_s...port LONGBRIDGE_ACCESS_TOKEN=your_t...The script auto-maps `LONGBRIDGE_*` → `LONGPORT_*` for the SDK.
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## Troubleshooting
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### "token invalid" error
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Token expired. Get new token from LongPort App → Settings → API Keys.
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### Yahoo Finance rate limiting
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Normal during heavy usage. LongPort data is still available. Use `--fast` to skip Yahoo.
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### Missing PE/PB for ETFs
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ETFs don't have traditional PE/PB. Only dividend yield is available.
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### Negative PE
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Negative PE means the company is losing money. Fundamentals score will be lower.
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