broker-research-team-verification

Verifies broker research team leadership and WeChat account ownership into an Excel report.

Updated Jun 22, 2026
One-click install
npx skills add https://github.com/sliec/shared-files --skill broker-research-team-verification-sliec
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: broker-research-team-verification
Source: https://github.com/sliec/shared-files/tree/main/skills/broker-research-team-verification
Command: npx skills add https://github.com/sliec/shared-files --skill broker-research-team-verification-sliec

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Tracking who leads each securities firm's research team and which WeChat public account belongs to them is hard: chief analysts change jobs frequently, accounts migrate with people, and much of this information is not indexed by search engines. This Skill provides a complete five-layer verification workflow that requires no finance background. ## Core Features & Use Cases - Five-Layer Verification: Anchor rankings via award lists (New Fortune, Crystal Ball, Golden Bull, Golden Qilin), locate WeChat accounts through aggregator sites, confirm leaders via research report bylines, validate employment through the SAC official registry API, and reverse-check account attribution. - SAC Registry Integration: Query the Securities Association of China public API by person and organization to confirm analyst registration status and transfer dates. - Structured Excel Deliverable: Produces a three-sheet workbook (main ranking table, extended/departed roster, data methodology notes) with color-coded change tracking and versioned audit history. - Use Case: A user asks for a table of all financial engineering research teams at Chinese brokerages, their chief analysts, recent job moves, and official WeChat accounts; the Skill executes the full verification pipeline and outputs a formatted Excel file. ## Quick Start Verify the current leaders and WeChat public accounts of all broker financial engineering research teams and produce the comparison Excel table.

Frequently Asked Questions about broker-research-team-verification

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I verify which analyst leads a broker research team?

Check the byline of the team's most recent research reports on platforms like Hibor or fxbaogao, then confirm employment through the SAC registry API by querying the person's name with the firm's full legal name. A leader is considered active if registered at SAC or leading reports within three months.

How to find the WeChat public account of a securities research team?

Search aggregator sites like jintiankansha.com, wxredian.com, and reportify.cn for the team's articles and read the source attribution on repost pages. Judge ownership by the latest article bylines rather than the account's registered name or profile, since profiles are often outdated.

What is the SAC registry and how do I query it?

SAC is the Securities Association of China, where all licensed analysts must register. Query its public API endpoint getPersonListByName with the person's name and the organization's full legal name; the response includes registration category and transfer dates.

Why does SAC search fail to find an analyst?

The organization name must be the full legal name, such as including the Company Limited suffix, and the person may have moved to another firm. Try the name against other brokerages, and note that analysts who moved to buy-side funds no longer appear in the SAC analyst category.

What output format does this verification workflow produce?

It produces an Excel workbook with three sheets: a main ranking table with color-coded change tracking, an extended roster of unranked teams and departed analysts, and a data methodology sheet recording sources and version history.