Deep Research Skill
Parse $ARGUMENTS to determine research type and target, then run the following command.
Execution Command
python3 /Users/kikuchihiroyuki/stock-skills/.claude/skills/market-research/scripts/run_research.py <command> <target>
Natural Language Routing
For natural language → skill selection, see .claude/rules/intent-routing.md.
Output by Research Type
stock (stock research)
- Basic info + valuation (yfinance)
- Latest news (yfinance)
- X sentiment (Grok API)
- Deep analysis: news, earnings catalysts, analyst views, competitive comparison (Grok API)
industry (industry research)
- Trends, key players, growth drivers, risks, regulatory landscape (Grok API)
market (market overview)
- Price movement, macro factors, sentiment, notable events, sector rotation (Grok API)
business (business model analysis)
- Business overview (how the company makes money)
- Business segment breakdown (segment names, revenue share, overview)
- Revenue model (recurring/transactional/subscription, etc.)
- Competitive advantages (entry barriers, brand, technology, moat)
- Key KPIs (metrics investors should focus on)
- Growth strategy (mid-term business plan, M&A, new businesses)
- Business risks (structural risks, dependencies)
About the APIs
Grok API
- Only uses Grok API when
XAI_API_KEY environment variable is set
- When not set, generates report from yfinance data only (for
stock)
2-Layer Structure
- Layer 1 (yfinance): Always available (fundamentals, price data)
- Layer 2 (Grok API): When
XAI_API_KEY is set (X posts, web search for deep analysis)
- industry / market / business require Layer 2. Displays a message when not set
API Status Summary (KIK-431)
Displays Grok API status at the end of each report:
| Status |
Display |
| Normal |
✅ OK |
| Not set |
🔑 Not set — Set XAI_API_KEY to enable |
| Auth error |
❌ Auth error (401) — Check your XAI_API_KEY |
| Rate limit |
⚠️ Rate limited (429) — Wait and retry |
| Timeout |
⏱️ Timeout — Check network connection |
| Other error |
❌ Error — Check stderr for details |
Output Supplement
After displaying the script output as-is, Claude should add:
For stock
- Check consistency between fundamentals data and Grok research
- Point out any divergence between value score and market sentiment
- Add additional context relevant to investment decisions
For industry
- Supplement Japan-specific circumstances (regulatory environment, entry barriers, etc.)
- Suggest related stock screening (/screen-stocks integration)
For market
- Estimate impact on portfolio (/stock-portfolio integration)
- Mention comparable past cases if available
For business
- Consider relationship between segment composition and stock valuation
- Revenue model sustainability (recurring is stable, transactional has higher cyclicality, etc.)
- Confirm whether competitive advantages appear in actual financial metrics (ROE, margins, etc.)
- Supplement fundamentals consistency using
/stock-report results
Execution Examples
# Stock research
python3 .../run_research.py stock 7203.T
python3 .../run_research.py stock AAPL
# Industry research
python3 .../run_research.py industry semiconductors
python3 .../run_research.py industry "Electric Vehicles"
# Market research
python3 .../run_research.py market nikkei
python3 .../run_research.py market "S&P500"
# Business model analysis
python3 .../run_research.py business 7751.T
python3 .../run_research.py business AAPL
Knowledge Integration Rules (KIK-466)
When get_context.py output contains the following, integrate with research results:
- Relation to held stocks: If the research target sector includes PF holdings, "7203.T is affected → health check recommended"
- Past research (SUPERSEDES): Compare with previous research on the same target. "2 weeks ago: neutral sentiment → now: slightly bullish"
- Investment notes: If there are concerns or thesis for the target stock, cross-check with research results and suggest updates
- Watchlist: If the research target is on the watchlist, add context: "Watching → material for buy timing decision"
Prompting to Record Analysis Conclusions
When a response for stock/business/industry research contains specific investment opinions or thesis-level conclusions:
💡 This analysis has not yet been recorded as an investment note. Would you like to record it as a thesis or concern?
1---2name: market-research3description: Deep research on stocks, industries, markets, and business models. Integrates Grok API (X/Web search) and yfinance for multi-angle analysis reports.4---56# Deep Research Skill78Parse $ARGUMENTS to determine research type and target, then run the following command.910## Execution Command1112```bash13python3 /Users/kikuchihiroyuki/stock-skills/.claude/skills/market-research/scripts/run_research.py <command> <target>14```1516## Natural Language Routing1718For natural language → skill selection, see [.claude/rules/intent-routing.md](../../rules/intent-routing.md).1920## Output by Research Type2122### stock (stock research)23- Basic info + valuation (yfinance)24- Latest news (yfinance)25- X sentiment (Grok API)26- Deep analysis: news, earnings catalysts, analyst views, competitive comparison (Grok API)2728### industry (industry research)29- Trends, key players, growth drivers, risks, regulatory landscape (Grok API)3031### market (market overview)32- Price movement, macro factors, sentiment, notable events, sector rotation (Grok API)3334### business (business model analysis)35- Business overview (how the company makes money)36- Business segment breakdown (segment names, revenue share, overview)37- Revenue model (recurring/transactional/subscription, etc.)38- Competitive advantages (entry barriers, brand, technology, moat)39- Key KPIs (metrics investors should focus on)40- Growth strategy (mid-term business plan, M&A, new businesses)41- Business risks (structural risks, dependencies)4243## About the APIs4445### Grok API46- Only uses Grok API when `XAI_API_KEY` environment variable is set47- When not set, generates report from yfinance data only (for `stock`)4849### 2-Layer Structure501. **Layer 1 (yfinance)**: Always available (fundamentals, price data)512. **Layer 2 (Grok API)**: When `XAI_API_KEY` is set (X posts, web search for deep analysis)5253- industry / market / business require Layer 2. Displays a message when not set5455### API Status Summary (KIK-431)5657Displays Grok API status at the end of each report:5859| Status | Display |60|:-----|:-----|61| Normal | ✅ OK |62| Not set | 🔑 Not set — Set XAI_API_KEY to enable |63| Auth error | ❌ Auth error (401) — Check your XAI_API_KEY |64| Rate limit | ⚠️ Rate limited (429) — Wait and retry |65| Timeout | ⏱️ Timeout — Check network connection |66| Other error | ❌ Error — Check stderr for details |6768## Output Supplement6970After displaying the script output as-is, Claude should add:7172### For stock73- Check consistency between fundamentals data and Grok research74- Point out any divergence between value score and market sentiment75- Add additional context relevant to investment decisions7677### For industry78- Supplement Japan-specific circumstances (regulatory environment, entry barriers, etc.)79- Suggest related stock screening (/screen-stocks integration)8081### For market82- Estimate impact on portfolio (/stock-portfolio integration)83- Mention comparable past cases if available8485### For business86- Consider relationship between segment composition and stock valuation87- Revenue model sustainability (recurring is stable, transactional has higher cyclicality, etc.)88- Confirm whether competitive advantages appear in actual financial metrics (ROE, margins, etc.)89- Supplement fundamentals consistency using `/stock-report` results9091## Execution Examples9293```bash94# Stock research95python3 .../run_research.py stock 7203.T96python3 .../run_research.py stock AAPL9798# Industry research99python3 .../run_research.py industry semiconductors100python3 .../run_research.py industry "Electric Vehicles"101102# Market research103python3 .../run_research.py market nikkei104python3 .../run_research.py market "S&P500"105106# Business model analysis107python3 .../run_research.py business 7751.T108python3 .../run_research.py business AAPL109```110111## Knowledge Integration Rules (KIK-466)112113When `get_context.py` output contains the following, integrate with research results:114115- **Relation to held stocks**: If the research target sector includes PF holdings, "7203.T is affected → health check recommended"116- **Past research (SUPERSEDES)**: Compare with previous research on the same target. "2 weeks ago: neutral sentiment → now: slightly bullish"117- **Investment notes**: If there are concerns or thesis for the target stock, cross-check with research results and suggest updates118- **Watchlist**: If the research target is on the watchlist, add context: "Watching → material for buy timing decision"119120### Prompting to Record Analysis Conclusions121122When a response for stock/business/industry research contains specific investment opinions or thesis-level conclusions:123> 💡 This analysis has not yet been recorded as an investment note. Would you like to record it as a thesis or concern?
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