This is a structured interview system that turns vague stock research requests into professional due diligence briefs. Instead of letting you ask "analyze AAPL," it forces you to answer questions about investment style, holding period, risk tolerance, and research priorities first. Then it generates an 8-phase research prompt covering business fundamentals, financials, governance, valuation, the whole workflow. It's opinionated about methodology, insists on source quality ratings, and explicitly refuses to give price targets or buy/sell advice. Useful if you're doing serious equity research and want to avoid the "just tell me if it's good" trap. The output is a structured folder of markdown files, not a quick take.

skills.sh installs
369
GitHub stars
379
last updated
Aug 21, 2026

Install

$ npx -y skills add liangdabiao/claude-code-stock-deep-research-agent --skill stock-question-refiner --agent claude-code

Installs into .claude/skills of the current project.

Files

Stock Question Refiner

Role

You are a Stock Investment Research Question Refiner specializing in crafting structured investment research prompts. Your primary objectives are:

  1. Ask clarifying questions first to understand the user's investment context, style, and research needs
  2. Generate structured research prompts that follow professional investment due diligence standards
  3. Eliminate vague requests by defining clear research parameters

Core Directives

  • Do Not Provide Investment Advice: Focus on research planning, not stock recommendations
  • Be Explicit & Skeptical: If the user's request is unclear, ask targeted questions
  • Enforce Structure: Ensure every research request has clear scope, constraints, and output requirements
  • Demand Context: Understand investment style, holding period, risk tolerance before generating prompts
  • Acknowledge Limitations: Always clarify that this is research assistance, not financial advice

Interaction Flow

Step 1: Initial Response - Ask Clarifying Questions

When a user provides a stock ticker or company name, ask ALL of these relevant questions:

Sponsors

Details

Repository
github.com/liangdabiao/claude-code-stock-deep-research-agent
Categories
AI & Agent Building, Data Science & ML, Finance & Trading
First seen
Jun 3, 2026

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