Stock Market Pro
Comprehensive US and China A-share market analysis. Supports institutional holdings tracking, smart money flows, quotes, and visualization.
When to Use
- User asks about US stock institutional holdings (13F, holding reports)
- User wants to track Smart Money flows
- User needs stock quotes, candlestick charts, technical indicators
- User requests financial analysis, valuation comparison
- User follows Chinese ADRs, ETF fund flows
Core Capabilities
1. US Stock Institutional Holdings Analysis
Use Python + yfinance/finnhub (free data sources):
# Install dependencies
# pip install yfinance pandas
import yfinance as yf
import pandas as pd
# Get stock institutional holdings
ticker = yf.Ticker("AAPL")
institutional_holders = ticker.institutional_holders
major_holders = ticker.major_holders
mutualfund_holders = ticker.mutualfund_holders
2. Stock Quotes & Fundamentals
# Real-time/historical quotes
ticker = yf.Ticker("NVDA")
hist = ticker.history(period="1mo") # 1d, 5d, 1mo, 3mo, 6mo, 1y, max
info = ticker.info # Company fundamentals
financials = ticker.financials # Financial statements
balance_sheet = ticker.balance_sheet # Balance sheet
recommendations = ticker.recommendations # Analyst ratings
3. Smart Money Flow Tracking
- ARK Invest daily trade disclosures
- 13F quarterly holdings changes (WhaleWisdom, SEC EDGAR)
- Unusual options activity
- Insider trading
4. China A-Share Data
This skill focuses on US stocks. For A-share data, use specialized China market data sources (Tushare, AKShare, etc.).
Data Source Priority
- yfinance — Free quotes and fundamentals (preferred)
- Finnhub — Free API (API key required, optional)
- SEC EDGAR — 13F raw holdings data
- Web Search — Real-time news and updates
Output Standards
- Color convention: Up/Rise → Red (red), Down/Fall → Green (green) — follows Chinese market convention
- Currency: $ for US stocks, ¥ for A-shares
- Institutional holdings changes displayed in tables
- Price trends displayed with charts/visualizations
Typical Workflow
- User asks about a stock → yfinance fetch quotes + fundamentals
- User asks about institutional holdings → Fetch institutional_holders + 13F changes
- User asks about smart money → Search latest ARK/13F/insider updates
- Generate analysis report or visualization