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stock-question-refiner — Claude Code skill: turn a ticker into

Turns a stock ticker or company name into a structured 8-phase investment research prompt. Asks about style, horizon and risk first.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add liangdabiao/Claude-Code-Stock-Deep-Research-Agent --skill stock-question-refiner -a claude-code
Open on GitHub

What stock-question-refiner does

The skill behaves like an interviewer. You name a ticker or a company, and it asks what approach you take (value, growth, turnaround, dividend), how long you plan to hold, how much risk you accept, which areas matter most and how deep to go. No answers, no brief.

The output is a ready research prompt with eight phases, from business foundation and industry analysis to valuation and final synthesis. Format requirements come with it: an executive summary with a signal-light rating, financial tables covering CAGR, ROE and margins, a valuation dashboard with historical multiples and peer comparison, a monitoring checklist, and a bibliography rated A–E. Valuation methods are spelled out too: relative multiples, DCF, sum-of-the-parts, net asset value, reverse DCF.

The skill forbids itself from giving recommendations or price targets. It only rates fundamentals. Keep that in mind if you expected entry signals. Cross-checking profit against cash flow and building a bear case are mandatory steps.

What it helps with

  • turn a ticker into a clear research brief
  • pin down your investing style before analysis starts
  • set a holding horizon and risk tolerance
  • pick 2–3 focus areas for a deep dive
  • get a checklist for tracking the thesis and exit

Example prompts for the agent

  • Research 600519 for me and help shape the brief
  • I want to look into AAPL, ask me about my parameters
  • Build a research prompt for 00700.HK

How to install stock-question-refiner

1Skills CLI (Vercel)

npx skills add liangdabiao/Claude-Code-Stock-Deep-Research-Agent --skill stock-question-refiner -a claude-code

2Manually: put the files in place

~/.claude/skills/stock-question-refiner/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/stock-question-refiner/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about stock-question-refiner

How do I install stock-question-refiner in Claude?

Run npx skills add liangdabiao/Claude-Code-Stock-Deep-Research-Agent --skill stock-question-refiner -a claude-code. The skill file lands at ~/.claude/skills/stock-question-refiner/SKILL.md.

What does stock-question-refiner do?

It asks clarifying questions about your investment style, holding period and risk tolerance, then assembles an 8-phase research brief with format and sourcing requirements.

Does the skill tell me to buy or sell?

No. It sticks to research planning and a fundamentals-based rating; price predictions and trading strategies are excluded.

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