Financial Templates
Financial Templates is the non-API pillar of AnyFinancial. These files are
template and instruction patterns only. They do not fetch data, do not make live
claims, and do not replace source-grounded research.
Route by Task
| User intent |
Template |
| Analyze income statement, balance sheet, cash flow, or financial ratios |
statement-analysis.md |
| Build valuation framing, DCF/comps/SOTP outline, sensitivity table |
valuation-analysis.md |
| Research a company, business model, risks, catalysts, competitive position |
company-research.md |
| Analyze an industry, market structure, demand drivers, competitors |
industry-research.md |
| Format finance-specific outputs, caveats, data provenance, citations |
output-patterns.md |
| Daily market review / "复盘 + 交易指南" — whole-market capital state, ETF flows, sector migration, tech mainline, strong-pool tiers, holdings, next-day trading guide |
daily-market-review.html (ready-to-fill Kami HTML) |
Usage Rules
- Clearly label outputs from this pillar as templates or analysis
frameworks unless populated with verified data.
- If the user asks for live prices, filings, news, or fundamentals, route to
../realtime-api-data/SKILL.md first.
- If the user asks for strategy performance, route to
../backtesting/SKILL.md.
- Do not invent financial figures. Use placeholders like
<Revenue> or cite the
data source used to fill them.
- Include date ranges, currency, units, and source provenance fields in any
populated template.
- When a populated template is rendered as HTML for the user, style it with the
Kami design system (mandatory — parchment
#f5f4ed canvas, ink-blue
#1B365D accent, serif-led, editorial whitespace; embed
../report-style/styles.css), upload it to the Artifact Store, and
reference it with a <rebyte-artifacts> tag containing only the file name. Do
not paste the HTML inline. See ../report-style/README.md,
output-patterns.md#html-artifact-output, and the top-level SKILL.md.
Files
SKILL.md — router for template workflows
statement-analysis.md — statement and ratio analysis structure
valuation-analysis.md — DCF, comps, SOTP, sensitivity template
company-research.md — company research memo template
industry-research.md — industry and market structure template
output-patterns.md — finance-specific output and instruction patterns
daily-market-review.html — daily market review + next-day trading guide (Kami HTML template)
Daily Market Review template (daily-market-review.html)
A ready-to-fill, Kami-styled HTML template for a daily market-close review plus
next-session trading guide (modeled on the A-share "复盘 + 交易指南" report).
Sections, in order:
- Header (title, 生成时间 / 数据口径 / 注意 provenance).
- §0 一句话 (headline read + trading-priority list) · §1 全市场资金状态 ·
§2 ETF 观察 · §3 行业迁移 (资金流入 / 流出) · §4 科技主线拆解 ·
§5 板块资金周期 (5.1 板块层 · 5.2 建仓周期 · 5.3 资金行为拆解 · 5.4 外圈扩散/回避) ·
§6 低点返单验证 · §7 新强势池 (A/B/C 档) · §8 持仓/重点票 ·
§9 交易指南 (开盘前预案 · 确认条件 · 具体打法) · §10 指标解释 · §11 数据文件.
How to fill:
- Replace every
{{TOKEN}} with real data; duplicate rows/blocks flagged by a
repeat comment, and delete sample rows and any section that doesn't apply
(keep the numbered skeleton stable so days stay comparable).
- Wrap numbers in
<span class="pos"> (up/inflow), <span class="neg">
(down/outflow), or <span class="flat">; keep units (e = 亿元). Put
tickers/price levels in <code>.
- Styling is the shared Kami layer — the template
<link>s
../report-style/styles.css then ../report-style/report.css and carries no
inline CSS. Leave those links; at delivery point them at the hosted
public-artifact URLs or bundle report-style/ alongside (see
../report-style/README.md). The doc is lang="zh-CN" for the CJK serif.
- Deliver as an uploaded HTML artifact (see
output-patterns.md), never inline.
- Fill only with verified L2/quote/EOD data (route Phase 1 skills first); do not
invent flows, tickers, or price levels.
1---2name: anyfinancial-financial-templates3description: Template-only financial analysis workflows for statement analysis, valuation analysis, company research, industry research, and finance-specific output patterns. Use when the user asks for a financial analysis structure, report outline, model rubric, or reusable instructions rather than live data retrieval.4---56# Financial Templates78Financial Templates is the non-API pillar of AnyFinancial. These files are9template and instruction patterns only. They do not fetch data, do not make live10claims, and do not replace source-grounded research.1112## Route by Task1314| User intent | Template |15|---|---|16| Analyze income statement, balance sheet, cash flow, or financial ratios | `statement-analysis.md` |17| Build valuation framing, DCF/comps/SOTP outline, sensitivity table | `valuation-analysis.md` |18| Research a company, business model, risks, catalysts, competitive position | `company-research.md` |19| Analyze an industry, market structure, demand drivers, competitors | `industry-research.md` |20| Format finance-specific outputs, caveats, data provenance, citations | `output-patterns.md` |21| Daily market review / "复盘 + 交易指南" — whole-market capital state, ETF flows, sector migration, tech mainline, strong-pool tiers, holdings, next-day trading guide | `daily-market-review.html` (ready-to-fill Kami HTML) |2223## Usage Rules2425- Clearly label outputs from this pillar as **templates** or **analysis26 frameworks** unless populated with verified data.27- If the user asks for live prices, filings, news, or fundamentals, route to28 `../realtime-api-data/SKILL.md` first.29- If the user asks for strategy performance, route to `../backtesting/SKILL.md`.30- Do not invent financial figures. Use placeholders like `<Revenue>` or cite the31 data source used to fill them.32- Include date ranges, currency, units, and source provenance fields in any33 populated template.34- When a populated template is rendered as HTML for the user, style it with the35 **Kami design system** (mandatory — parchment `#f5f4ed` canvas, ink-blue36 `#1B365D` accent, serif-led, editorial whitespace; embed37 `../report-style/styles.css`), **upload it to the Artifact Store**, and38 reference it with a `<rebyte-artifacts>` tag containing only the file name. Do39 not paste the HTML inline. See `../report-style/README.md`,40 `output-patterns.md#html-artifact-output`, and the top-level `SKILL.md`.4142## Files4344```45SKILL.md — router for template workflows46statement-analysis.md — statement and ratio analysis structure47valuation-analysis.md — DCF, comps, SOTP, sensitivity template48company-research.md — company research memo template49industry-research.md — industry and market structure template50output-patterns.md — finance-specific output and instruction patterns51daily-market-review.html — daily market review + next-day trading guide (Kami HTML template)52```5354## Daily Market Review template (`daily-market-review.html`)5556A ready-to-fill, Kami-styled HTML template for a daily market-close review plus57next-session trading guide (modeled on the A-share "复盘 + 交易指南" report).58Sections, in order:5960- Header (title, 生成时间 / 数据口径 / 注意 provenance).61- §0 一句话 (headline read + trading-priority list) · §1 全市场资金状态 ·62 §2 ETF 观察 · §3 行业迁移 (资金流入 / 流出) · §4 科技主线拆解 ·63 §5 板块资金周期 (5.1 板块层 · 5.2 建仓周期 · 5.3 资金行为拆解 · 5.4 外圈扩散/回避) ·64 §6 低点返单验证 · §7 新强势池 (A/B/C 档) · §8 持仓/重点票 ·65 §9 交易指南 (开盘前预案 · 确认条件 · 具体打法) · §10 指标解释 · §11 数据文件.6667How to fill:6869- Replace every `{{TOKEN}}` with real data; duplicate rows/blocks flagged by a70 `repeat` comment, and delete sample rows and any section that doesn't apply71 (keep the numbered skeleton stable so days stay comparable).72- Wrap numbers in `<span class="pos">` (up/inflow), `<span class="neg">`73 (down/outflow), or `<span class="flat">`; keep units (`e` = 亿元). Put74 tickers/price levels in `<code>`.75- Styling is the shared Kami layer — the template `<link>`s76 `../report-style/styles.css` then `../report-style/report.css` and carries no77 inline CSS. Leave those links; at delivery point them at the hosted78 public-artifact URLs or bundle `report-style/` alongside (see79 `../report-style/README.md`). The doc is `lang="zh-CN"` for the CJK serif.80- Deliver as an uploaded HTML artifact (see `output-patterns.md`), never inline.81- Fill only with verified L2/quote/EOD data (route Phase 1 skills first); do not82 invent flows, tickers, or price levels.
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