# stock-question-refiner

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

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 368 installs · ★ 376
- Author: liangdabiao
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/liangdabiao/Claude-Code-Stock-Deep-Research-Agent/tree/HEAD/1.claude/skills/stock-question-refiner/SKILL.md
- Updated: 2026-03-07
- HTML: https://affpapa.org/en/nevibecode/skills/stock-question-refiner

## What it 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.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add liangdabiao/Claude-Code-Stock-Deep-Research-Agent --skill stock-question-refiner -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/stock-question-refiner/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/stock-question-refiner/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add liangdabiao/Claude-Code-Stock-Deep-Research-Agent --skill stock-question-refiner -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/stock-question-refiner/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add liangdabiao/Claude-Code-Stock-Deep-Research-Agent --skill stock-question-refiner -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/stock-question-refiner/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install liangdabiao/Claude-Code-Stock-Deep-Research-Agent stock-question-refiner
```

2. **Manually: put the files in place**
- File: `.github/skills/stock-question-refiner/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add liangdabiao/Claude-Code-Stock-Deep-Research-Agent --skill stock-question-refiner -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/liangdabiao/Claude-Code-Stock-Deep-Research-Agent --path 1.claude/skills/stock-question-refiner
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/stock-question-refiner/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add liangdabiao/Claude-Code-Stock-Deep-Research-Agent --skill stock-question-refiner -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/liangdabiao/Claude-Code-Stock-Deep-Research-Agent/tree/HEAD/1.claude/skills/stock-question-refiner/SKILL.md

## When to use it
- 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
- 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

## Similar
- [us-stock-analysis](https://affpapa.org/en/nevibecode/skills/us-stock-analysis.md) — skill · 5600 installs
- [stock-market-pro](https://affpapa.org/en/nevibecode/skills/stock-market-pro.md) — skill · 4100 installs
- [commodities](https://affpapa.org/en/nevibecode/skills/commodities.md) — skill · 770 installs
- [investment-policy](https://affpapa.org/en/nevibecode/skills/investment-policy.md) — skill · 755 installs
- [us-value-investing](https://affpapa.org/en/nevibecode/skills/us-value-investing.md) — skill · 709 installs
- [llmquant-equities](https://affpapa.org/en/nevibecode/skills/llmquant-equities.md) — skill · 514 installs

From the same set: [liangdabiao/claude-code-stock-deep-research-agent](https://affpapa.org/en/nevibecode/by/liangdabiao/claude-code-stock-deep-research-agent.md) — 2 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md