write-research

Plugin write-research in kael-odin/zcode-plugins-zh. Commands read from the repo's manifest — 9 days ago.

Skills (17)

• 3-statement-model

  Build or complete integrated 3-statement financial models (Income Statement, Balance Sheet, Cash Flow Statement) with proper linkages. Two entry points, both covered - populating an existing template (fill in, complete, or populate a partially filled IS/BS/CF framework, link statements within an exi

• audit-xls

  Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula erro

• competitive-analysis

  Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo dec

• comps-analysis

  Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding

• dcf-model

  Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries.

• earnings-analysis

  Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-1

• earnings-flash

  Short-form earnings reactions for A-shares — the 业绩预告 → 业绩快报 → 正式报告 three-stage sequence, and the "first take" quick note in the first hour or two after any result. Distinct from the full 8–12 page earnings-analysis update. Triggers on "业绩预告", "业绩快报", "预亏", "预增", "扭亏", "快评", "点评一下这个业绩", "first take"

• earnings-preview

  Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [compan

• idea-generation

  Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find

• lbo-model

  Build or complete LBO (Leveraged Buyout) models in Excel for private equity transactions, deal materials, or investment committee presentations. Works from a user-provided template when one exists, or builds the standard structure (Sources & Uses, Operating Model, Debt Schedule, Returns) from scratc

• model-update

  Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug

• morning-note

  Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call

• pptx-author

  Produce a professional .pptx deck on disk with python-pptx — slide conventions, template handling, and delivery contract for research decks and pitch materials.

• report-render

  Build paginated research deliverables (PDF, or DOCX where the reader edits the file) with correct CJK rendering, density-sized charts, clickable [n] citations, and a mandatory render-and-inspect gate. Use when a report, industry primer, earnings update, diligence report, working paper, memo, or any

• research-report

  Company-level initiation or deep-dive research report — the integrated deliverable that combines industry context, company and financial analysis, comps and DCF into one narrative with a single target price and a draft rating. Use when the user asks for 深度报告, 深度研究报告, 初次覆盖, 首次覆盖, 公司深度, 投资价值分析, a full

• sector-overview

  Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "ma

• xlsx-author

  Produce a professional .xlsx workbook on disk with openpyxl — formula construction rules, colour conventions, and the mandatory recalc/error-check step before delivery. Use for any tabular deliverable that belongs in a file — valuation models, comps spreads, screen shortlists, batch risk tables, hol

Slash commands (13)

• /write-research:3-statement-model

  Fill out a 3-statement financial model template

• /write-research:competitive-analysis

  Create a competitive landscape analysis

• /write-research:comps

  Build a comparable company analysis with trading multiples

• /write-research:dcf

  Build a DCF valuation model with comps-informed terminal multiples

• /write-research:debug-model

  Debug and audit a financial model for errors

• /write-research:earnings-preview

  Build a pre-earnings preview with scenarios

• /write-research:earnings

  Analyze quarterly earnings and create an earnings update report

• /write-research:lbo

  Build an LBO model for a PE acquisition

• /write-research:model-update

  Update a financial model with new data

• /write-research:morning-note

  Draft a morning meeting note

• /write-research:research-report

  Build an integrated investment research report with industry context, financial analysis, comps, valuation, and sourced exhibits

• /write-research:screen

  Run a stock screen or generate investment ideas

• /write-research:sector

  Create a sector overview report

Subagents (1)

• write-research

  Produces investment research work product end to end: earnings previews and reviews, sector and thematic primers, competitive landscapes, peer comps, valuation models (DCF / LBO / three-statement), model updates, morning notes, and integrated research reports. Use when an analyst, PM, or research te