Files
Hermes-Skills/openclaw-imports/stock-analysis/references/valuation-quickstart.md
T
Hermes Skills Manager 6770bc9b9d Initial commit: Hermes Agent skills collection
- Trading skills (OKX, dividend, lottery, quantitative)
- Creative skills (ASCII art, diagrams, video)
- Development skills (GitHub, debugging, TDD)
- Research skills (arXiv, blog monitoring)
- Productivity skills (email, documents, notes)
- MCP integration skills
- Custom user skills
2026-07-05 02:31:15 -04:00

110 lines
3.0 KiB
Markdown

# Stock Analysis v6.3 - Quick Reference
## New: LongPort-Powered 8-Dimension Analysis
### Basic Usage
```bash
# 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
```bash
uv run {baseDir}/scripts/analyze_stock.py AAPL --fast
```
### Dividend Analysis
```bash
uv run {baseDir}/scripts/dividends.py O JEPI QYLD
```
## Environment Setup
### LongPort SDK
Add to `~/.bashrc`:
```bash
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.