Finance Analysis · Agent Skill · 2026
Equity Research in 10 Minutes
Live Data, Cited Sources
Combine live fundamentals, valuation, consensus, news, risks, and citations into an analyst-ready report.
6hrs→10min
7
QVeris data sources per report
10min
research report time (vs 6hrs)
100%
source-cited, auditable output
Every Research Report, You're Doing the Same Manual Labor
Before AI Agent
- Manually export financials from Bloomberg/Wind
- Build valuation models in Excel by hand
- Search and read through analyst reports one by one
- Aggregate ratings from multiple brokerage sites
- Spend 2 more hours formatting the output
- ~6 hours to deliver a single draft report
After Installing Equity Research Skill
- Agent auto-pulls real-time fundamental data
- Valuation metrics auto-calculated with peer comps
- News and sentiment auto-aggregated and summarized
- Analyst ratings and target prices auto-consolidated
- Structured report output with data source citations
- ~10 minutes to a usable institutional-grade draft
Not replacing analyst judgment. Replacing the 5 hours of data gathering.
See It Run Once
One prompt. Seven data sources. One complete report.
Generate an equity research report for NVIDIA (NVDA), focusing on AI chip competitive position and valuation reasonableness.
🔧 finance.stock_quote → NVDA ✓ 180ms · 2cr
🔧 finance.fundamentals → NVDA ✓ 320ms · 5cr
🔧 finance.earnings → NVDA Q4 2025 ✓ 410ms · 8cr
🔧 finance.analyst_ratings → NVDA ✓ 290ms · 4cr
🔧 finance.sec_filing → NVDA 10-K ✓ 650ms · 6cr
🔧 market.news_search → NVDA AI chips ✓ 220ms · 3cr
🔧 market.valuation_comp → semiconductors ✓ 380ms · 5cr
Compiling report from 7 data sources · 33 credits total...
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EQUITY RESEARCH REPORT
NVIDIA Corporation (NVDA) · NASDAQ
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📊 EXECUTIVE SUMMARY
Current Price: $892.41 (+2.3% today)Market Cap: $2.19T · P/E: 47.2x · Forward P/E: 31.4x
Analyst Consensus: BUY (38 analysts)
Avg Target Price: $1,024 · Upside: +14.7%
💰 FINANCIAL HIGHLIGHTS (TTM)
Revenue: $113.0B (+122% YoY)Gross Margin: 74.6% (+8.2pp YoY)
Operating Income: $68.4B (+225% YoY)
Free Cash Flow: $52.3B
🏆 COMPETITIVE POSITION
Data Center Revenue: $87.0B (77% of total)H100/H200 GPU market share: ~85%
Key moat: CUDA ecosystem lock-in (20yr)
Primary threat: AMD MI300X ramp, custom ASICs
📈 VALUATION ANALYSIS
P/E vs Sector (47.2x vs 31.2x): Premium justified by- Revenue growth 3.9x sector avg
- Margin expansion trajectory
- Data center backlog visibility
⚠ KEY RISKS
- Customer concentration (Microsoft 13%, Meta 11%)- Export control restrictions (China -15% revenue)
- AMD/Intel competitive response timeline
📰 RECENT CATALYSTS
[2026-06-20] NVDA announces Blackwell Ultra shipments[2026-06-18] Microsoft expands Azure H200 cluster 3x
[2026-06-15] Q1 2027 guidance raised above consensus
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🔗 DATA SOURCES (QVeris verified)
finance.fundamentals → FactSet · 320msfinance.earnings → Edgar Direct · 410ms
finance.analyst_ratings → Bloomberg · 290ms
market.news_search → Reuters + Bloomberg · 220ms
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What's Inside the Report
Every section is backed by live QVeris data — not training data guesses.
Executive Summary
Price, market cap, P/E, analyst consensus, target price, upside potential — one-screen core conclusions.
finance.stock_quotefinance.analyst_ratings
Financial Highlights
Revenue, gross margin, operating income, FCF — with YoY/QoQ comparison, auto-flagged beats/misses.
finance.earningsfinance.fundamentals
Competitive Position
Market share, core moat, primary threats, and industry landscape analysis.
market.industry_datafinance.sec_filing
Valuation Analysis
P/E, P/S, EV/EBITDA vs sector average — with premium/discount rationale explained.
market.valuation_compfinance.fundamentals
Key Risks
Customer concentration, regulatory risk, competitive risk, macro sensitivity — structured risk checklist.
finance.sec_filingmarket.news_search
Recent Catalysts
Last 30 days' major news, management comments, institutional moves — ranked by impact.
market.news_searchfinance.earnings
Who Uses This Skill
Individual Investors
Full due diligence before buying — no more decisions based on gut feel and headlines
Let your agent do the heavy research lifting. Get an institutional-grade report before every investment decision, backed by live data, not stale training data.
"Research Tesla — is it worth buying right now?"
Private Equity Analysts
Rapid screening — generate reports on candidates, reserve deep judgment for final decisions
Screen 10 targets in the time it used to take for one. Auto-generate reports on each, then focus your expertise on the top picks that matter.
"Generate reports on the top 10 EV sector targets"
Investment Advisors
When a client asks about a specific stock — deliver a data-backed response in 5 minutes
Never say "I'll get back to you" again. Generate a professional brief the moment a client asks, with live data and clear reasoning they can trust.
"Client asking about AAPL — generate a 2-page brief"
Fintech Developers
Embed report generation into your product — one skill solves all data integration
Skip months of data vendor integration. One skill gives your product institutional-grade research reports with source-cited, auditable data from 7 verified providers.
"Batch-generate weekly reports for S&P 500 components"
Install in 3 Steps, Ready Immediately
Step 01
Get Your QVeris API Key
Free signup includes 1,000 credits. No credit card required.
Sign Up Free →Step 02
Install the Skill
Run the install command in your agent environment.
openclaw skills install qveris-equity-research-report
# Install the QVeris equity research skill following:
/guides/skill-equity-research-report/agent.md
# Set your API key:
QVERIS_API_KEY=your-key-here
/guides/skill-equity-research-report/agent.md
# Set your API key:
QVERIS_API_KEY=your-key-here
$ qveris discover "equity research report"
→ qveris-equity-research-report ✓
→ qveris-equity-research-report ✓
Step 03
Tell Your Agent to Generate the First Report
Use natural language to tell your agent which company you want to research.
# Tell your agent:
"Generate an equity research report for [Company Name]"
# Agent auto-completes:
✓ Pull real-time fundamental data
✓ Aggregate analyst ratings
✓ Search recent news catalysts
✓ Output structured report with data sources
"Generate an equity research report for [Company Name]"
# Agent auto-completes:
✓ Pull real-time fundamental data
✓ Aggregate analyst ratings
✓ Search recent news catalysts
✓ Output structured report with data sources
Traditional Research Workflow vs AI Agent
| Traditional Manual Process | AI Agent + This Skill | |
|---|---|---|
| Data Collection | Manually check 5-10 platforms | Auto-pull 7 QVeris data sources |
| Time Cost | 4-6 hours | 8-12 minutes |
| Financial Metrics | Manual calculation & comparison | Auto-calculated + peer comps |
| Analyst Ratings | Check each brokerage individually | Auto-consolidate consensus |
| News Catalysts | Manual search & organize | Auto-aggregate & rank by impact |
| Data Provenance | No tracking | Each data point with QVeris execution ID |
| Cost | Bloomberg terminal $2,000/month | ~¥3-5 per report |
| Scalability | Max 3-5 reports/person/day | Batch generate, unlimited |
Not replacing analyst judgment. Freeing analysts from data collection. Compare with Bloomberg Research →
Frequently Asked Questions
Are AI Agent generated equity research reports accurate?
All data in QVeris Equity Research Skill reports comes from live, verified data sources — FactSet →, Bloomberg →, Edgar Direct, and other institutional-grade providers. Every data point carries a QVeris execution ID and source annotation for traceable verification. AI handles structured compilation; the data itself comes from professional financial data vendors.
How much does generating one equity research report cost?
A standard equity research report calls approximately 7 QVeris capabilities, consuming about 30-40 credits (~¥3-4 RMB). New users receive 1,000 free credits on signup — enough for 25-30 complete reports — with no credit card required.
Does this support A-share (China) stock research?
Yes. QVeris covers China A-shares, Hong Kong stocks, and US equities. A-share data is provided through local data vendors and includes real-time quotes, financial statements, and regulatory filings. See the Finance domain at qveris.ai/capabilities/explore for full coverage.
Which agent environments are supported?
The skill supports OpenClaw, Cursor, Claude Code, and all MCP-compatible agent environments. It can also be called directly via CLI. See the skill detail page for install commands and configuration instructions.
Can the generated reports be exported or shared?
Agent-generated research reports are structured text that can be copied directly, exported as Markdown or PDF, or automatically sent via agent workflows to email, Slack, Lark (Feishu), and other channels.
每份研报，你都在重复做同样的苦力活
没有 AI Agent 之前
- 财务数据要去 Bloomberg/Wind 手动导出
- 估值模型要自己在 Excel 里建
- 新闻和研报要一篇篇找、一篇篇读
- 分析师评级要去各家网站汇总
- 格式化输出再花 2 小时排版
- 6小时后才能交出一份研报初稿
装上 Equity Research Skill 之后
- Agent 自动拉取实时基本面数据
- 估值指标自动计算和横向对比
- 新闻和舆情自动聚合摘要
- 分析师评级和目标价自动汇总
- 结构化报告直接输出，带数据来源
- 10分钟拿到可用的机构级研报初稿
不是替代分析师的判断力。是替代那 5 小时的数据收集工作。
看它实际运行一次
一个提示词。七个数据源。一份完整报告。
帮我生成一份英伟达（NVDA）的股权研究报告，重点分析 AI 芯片业务的竞争地位和估值合理性。
🔧 finance.stock_quote → NVDA ✓ 180ms · 2cr
🔧 finance.fundamentals → NVDA ✓ 320ms · 5cr
🔧 finance.earnings → NVDA Q4 2025 ✓ 410ms · 8cr
🔧 finance.analyst_ratings → NVDA ✓ 290ms · 4cr
🔧 finance.sec_filing → NVDA 10-K ✓ 650ms · 6cr
🔧 market.news_search → NVDA AI chips ✓ 220ms · 3cr
🔧 market.valuation_comp → semiconductors ✓ 380ms · 5cr
正在从 7 个数据源编译报告 · 共 33 credits...
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股票研究报告
英伟达公司（NVDA）· 纳斯达克
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📊 执行摘要
当前股价： $892.41（今日 +2.3%）市值：$2.19T · 市盈率：47.2x · 预期市盈率：31.4x
分析师共识：买入（38 位分析师）
平均目标价：$1,024 · 上涨空间：+14.7%
💰 财务亮点（TTM）
营收：$113.0B（同比 +122%）毛利率：74.6%（同比 +8.2 个百分点）
营业利润：$68.4B（同比 +225%）
自由现金流：$52.3B
🏆 竞争地位
数据中心营收：$87.0B（占总营收 77%）H100/H200 GPU 市场份额：约 85%
核心护城河：CUDA 生态锁定（20 年）
主要威胁：AMD MI300X 放量、自研 ASIC
📈 估值分析
市盈率与行业对比（47.2x vs 31.2x）：溢价依据- 营收增速为行业平均的 3.9 倍
- 利润率持续扩张
- 数据中心订单可见性较高
⚠ 关键风险
- 客户集中度（Microsoft 13%，Meta 11%）- 出口管制限制（中国区营收 -15%）
- AMD/Intel 竞争响应时间表
📰 近期催化剂
[2026-06-20] 英伟达宣布 Blackwell Ultra 开始出货[2026-06-18] Microsoft 将 Azure H200 集群扩大 3 倍
[2026-06-15] 2027 财年 Q1 指引上调并高于市场预期
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🔗 数据来源（QVeris 已验证）
finance.fundamentals → FactSet · 320msfinance.earnings → Edgar Direct · 410ms
finance.analyst_ratings → Bloomberg · 290ms
market.news_search → Reuters + Bloomberg · 220ms
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报告包含哪些模块
每个模块都由实时 QVeris 数据驱动——不是训练数据的猜测。
执行摘要
股价、市值、市盈率、分析师共识、目标价、潜在涨幅——一屏看完核心结论。
finance.stock_quotefinance.analyst_ratings
财务亮点
营收、毛利率、运营利润、自由现金流——同比/环比对比，自动标注超预期/低于预期。
finance.earningsfinance.fundamentals
竞争地位
市场份额、核心护城河、主要威胁、行业格局分析。
market.industry_datafinance.sec_filing
估值分析
P/E、P/S、EV/EBITDA 与行业均值横向对比，估值溢价/折价原因分析。
market.valuation_compfinance.fundamentals
关键风险
客户集中度、监管风险、竞争风险、宏观敏感性——结构化风险清单。
finance.sec_filingmarket.news_search
近期催化剂
过去30天重大新闻、管理层表态、机构动作——按影响程度排序。
market.news_searchfinance.earnings
谁在用这个 Skill
个人投资者
买之前先让 Agent 做完整尽调，不再凭感觉和新闻做决策
让你的 agent 做繁重的研究工作。在每次投资决策前获取一份机构级报告，数据实时而非训练数据的陈旧信息。
"帮我研究一下特斯拉值不值得现在买入"
私募研究员
初筛阶段快速生成候选标的研报，把精力留给深度判断
在以前做一份报告的时间内筛选 10 个标的。自动生成每份报告，然后把你的专业判断集中在最重要的目标上。
"对新能源车行业 Top 10 标的各出一份研报"
投资顾问
客户问到具体标的时，5分钟内给出有数据支撑的专业回应
再也不说"我查一下回复你"。客户提问的瞬间生成专业简报，实时数据和清晰逻辑让他们信赖。
"客户问 AAPL，帮我出一份两页版简报"
金融应用开发者
把研报生成能力嵌入自己的产品，一条 Skill 解决所有数据接入
跳过数月的数据供应商集成。一个 Skill 让你的产品拥有机构级研报能力，数据来自 7 个验证供应商，可追溯可审计。
"批量为 S&P 500 成分股生成周报"
三步装好，立即可用
步骤 02
安装 Skill
在你的 Agent 环境中运行安装命令。
openclaw skills install qveris-equity-research-report
# Install the QVeris equity research skill following:
/guides/skill-equity-research-report/agent.md
# Set your API key:
QVERIS_API_KEY=your-key-here
/guides/skill-equity-research-report/agent.md
# Set your API key:
QVERIS_API_KEY=your-key-here
$ qveris discover "equity research report"
→ qveris-equity-research-report ✓
→ qveris-equity-research-report ✓
步骤 03
让 Agent 生成第一份研报
直接用自然语言告诉 Agent 你想研究哪家公司。
# Tell your agent:
"Generate an equity research report for [Company Name]"
# Agent auto-completes:
✓ Pull real-time fundamental data
✓ Aggregate analyst ratings
✓ Search recent news catalysts
✓ Output structured report with data sources
"Generate an equity research report for [Company Name]"
# Agent auto-completes:
✓ Pull real-time fundamental data
✓ Aggregate analyst ratings
✓ Search recent news catalysts
✓ Output structured report with data sources
对比传统研报工作流
| 传统手动流程 | AI Agent + 此 Skill | |
|---|---|---|
| 数据收集 | 手动查 5-10 个平台 | 自动调用 7 个 QVeris 数据源 |
| 时间成本 | 4-6 小时 | 8-12 分钟 |
| 财务指标 | 手动计算对比 | 自动计算 + 行业对比 |
| 分析师评级 | 逐家券商查询 | 自动汇总共识 |
| 新闻催化剂 | 手动搜索整理 | 自动聚合排序 |
| 数据来源追踪 | 无 | 每条数据附 QVeris 执行ID |
| 费用 | Bloomberg 终端 $2,000/月 | ~¥3-5 / 份研报 |
| 可扩展性 | 1人/天最多3-5份 | 批量生成无限制 |
不是替代分析师的判断力。是把分析师从数据收集中解放出来。对比 Bloomberg Research →
常见问题
AI Agent 生成的股票研究报告准确吗？
QVeris Equity Research Skill 的所有数据均来自实时调用的验证数据源——FactSet →、Bloomberg →、Edgar Direct 等机构级供应商。每条数据都附有 QVeris 执行 ID 和数据源标注，可追溯验证。AI 负责结构化整合，数据本身来自专业金融数据商。
生成一份研报需要多少费用？
一份标准股权研究报告调用约 7 个 QVeris 能力，共消耗约 30-40 credits（约 ¥3-4 人民币）。新用户注册赠送 1,000 credits，足够生成 25-30 份完整研报，无需信用卡。
支持 A 股研究吗？
支持。QVeris 覆盖沪深港股及美股市场。A 股数据通过本地数据商接入，包括实时行情、财务数据、公告文件。详见 qveris.ai/capabilities/explore 中的 Finance 域。
这个 Skill 适合哪些 Agent 环境？
支持 OpenClaw、Cursor、Claude Code 以及所有 MCP 兼容的 Agent 环境。通过 CLI 也可直接调用。安装命令和配置方式详见 Skill 详情页。
生成的报告可以导出或分享吗？
Agent 输出的研报为结构化文本，可直接复制、导出为 Markdown/PDF，或通过 Agent 工作流自动发送到邮件、飞书、Slack 等渠道。