以下为本文档的中文说明financial-research 是一个专门用于查询上市公司财务数据、SEC 文件和分析师共识的金融研究技能。该技能整合了多个数据源将 SEC EDGAR 的官方文件数据与 Yahoo Finance/TipRanks 的分析师数据相结合通过搜索和抓取的方式获取信息无需任何交互式登录。触发关键词包括“10-K”、“10-Q”、“earnings”、“revenue of”、“financials for”、“analyst rating for”、“price target for”以及股票代码。核心工作流程分为三个步骤第一步解析公司标识。如果用户直接提供股票代码如 MSFT、AAPL则直接使用如果提供公司名称则先搜索确认对应的股票代码。第二步获取最新的 SEC 文件。通过 SEC EDGAR 系统获取公司最新的 10-K年度报告或 10-Q季度报告提取关键的财务数据包括营收、净利润、每股收益等。第三步获取分析师数据。通过 Yahoo Finance 或 TipRanks 获取分析师评级、目标价格和共识预期。使用场景包括投资者需要进行标的公司的快速财务概览、分析师在财报发布前后需要数据和市场预期、学生和研究人员需要实际的财务数据进行学术研究。该技能明确排除了私营公司研究、加密货币分析和宏观/市场评论——这些领域由其他专用技能如 deep-research处理。该技能的核心优势在于一站式获取官方财务数据和市场分析预期避免了手动在多个网站间来回切换的繁琐操作。Financial ResearchExtract official financials from SEC filings and cross-reference with analyst consensus. Public companies only.When to useUser asks for a company’s financials: “revenue of NVIDIA”, “Apple’s latest 10-K”User asks for analyst sentiment: “what are analysts saying about TSLA?”User provides a ticker with no clear verb: “MSFT” → assume they want a financial overviewUser wants an earnings summary before or after a releaseDo NOT use for private company research, crypto, or macro/market commentary —deep-researchhandles those better.StrategyResolve the ticker.User gave a ticker: use it directly.User gave a company name: searchcompany stock tickerand confirm from the top result.Get the latest SEC filing.Use the sec.gov playbook to locate the most recent 10-K (annual) or 10-Q (quarterly).Scrape the filing index page, then the primary filing document.Extract: revenue, net income, operating income, EPS (basic and diluted), gross margin, forward guidance if given.Get analyst consensus.Use the finance.yahoo.com playbook for the analyst tab.Extract: consensus rating, average / low / high price target, number of analysts covering.Cross-reference.If the user asked for a specific metric, verify it against at least two sources.Flag discrepancies between the filing and third-party aggregators.CallformatOutputwith the structured result.Quick start// Full financial overviewawaitagent.run({prompt:Get a complete financial overview of NVIDIA,skills:[financial-research],format:json,})// Specific metricawaitagent.run({prompt:What was AAPL revenue in the most recent quarter?,skills:[financial-research],})// Earnings preparation for multiple tickers — delegate per-tickerawaitagent.run({prompt:Get the latest reported revenue, EPS, and guidance for NVDA, AMD, and INTC,skills:[financial-research],format:json,})Output schema{ticker:NVDA,company:NVIDIA Corporation,fiscalPeriod:FY2026 Q4 ended 2026-01-26,filing:{type:10-K,url:https://www.sec.gov/...,filedDate:2026-02-21},financials:{revenue:null,netIncome:null,operatingIncome:null,epsBasic:null,epsDiluted:null,grossMargin:null,unit:USD millions},guidance:,analyst:{rating:Strong Buy,priceTarget:{average:null,low:null,high:null},numAnalysts:null,sourceUrl:},sources:[]}TipsSEC EDGAR is the source of truth for the numbers.Yahoo and aggregators can lag or be wrong. If a number in the 10-K disagrees with Yahoo, trust EDGAR.Watch the fiscal calendar.NVIDIA, Apple, and others don’t use calendar quarters — always capture the exactfiscalPeriodthe numbers apply to.Units matter.SEC filings report in millions or thousands with a table-header note. Capturefinancials.unitso downstream consumers don’t multiply by the wrong power of 10.Don’t fabricate analyst data.If Yahoo’s analyst page 404s or loads empty, setanalyst.ratingto null and note it insources. Never guess.For earnings-release watches, includefiling.filedDateso users can see if they’re looking at yesterday’s filing or last quarter’s.See alsodeep-research — for qualitative research (moats, macro, competitive dynamics)structured-extraction — lower-level helper for custom financial schemascompetitor-analysis — when comparing multiple public companies head-to-head
