L4-deep-research

Execute multi-framework investment research deep dives using yfinance and akshare data.

4|1|Updated Mar 25, 2026
One-click install
npx skills add https://github.com/pynbj1001/alpha-sense --skill l4-deep-research
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: L4-deep-research
Source: https://github.com/pynbj1001/alpha-sense/tree/main/skills/L4-deep-research
Command: npx skills add https://github.com/pynbj1001/alpha-sense --skill l4-deep-research

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

买方机构级 L4 极致研究技能(Turn Every Page 标准)。百科全书式全景研究,8+ 框架全流派穿透,强制覆盖九大维度,含完整竞争格局横测、产业链纵深穿透、跨市场估值锚定、历史先例分析。触发指令:@L4 [公司]、Turn Every Page [公司]、全面尽调 [公司]。适用于拟配置 >5% 仓位 或 多框架严重分歧的标的。前置要求:yfinance/akshare 实时数据,零凭记忆。

适用场景:

  • 首次配置 >5% 组合权重的重要持仓决策
  • 首次进入全新行业/全新市场,需要系统性认知建立
  • L3 分析中发现多框架严重分歧,需要全景验证
  • 标的商业模式复杂,涉及多个业务分部、跨行业关联
  • 用户明确要求"不留死角" / "翻遍每一页" / "百科全书式"分析

不适用场景:

  • 快速查询/随口问(使用 L1/L2)
  • 常规深度研究(使用 L3 @分析)
  • 仅需估值更新(使用 @估值)
  • 仅需买方决策备忘录(使用 L5)

Quick Start

Trigger an L4 deep-dive by sending '@L4 [Company]' to start a comprehensive, encyclopedic analysis.

L4 Deep Research Skill — Turn Every Page × 买方机构级极致研究 v3.0

L3 回答"值不值得关注",L4 回答"有没有任何死角是我们漏掉的"。 L3 是分析师写研报,L4 是首席研究官事无巨细地翻完每一页。

--- CRITICAL CONSTRAINTS — 执行前必读,全程遵守

以下规则是 L4 能否产出机构级报告的底线。违反任一 → 报告不达标,重做。

数据铁律(Data Integrity)

  1. 多源交叉验证是强制要求 - 每条关键数据必须双源核对(yfinance + 年报/akshare)- 竞争格局横测:至少 3 家可比公司同期数据 - 历史数据:至少 5 年(L3 要求 3 年)
  2. 禁止凭记忆引用任何数字 - 代码示例仅供参考,实际输出不得凭记忆给出数字
  3. 必填来源标注格式 - 数据、行业与比对来源必须清晰标注

唯一交付物政策(Single Deliverable Policy)

L4 分析只产出 一个文件: ✅ 存入:10-研究报告输出/YYYY-MM-DD-个股-[公司名]-L4 级极致研报.md

绝对禁止:

  • ❌ 多个"阶段性报告"
  • ❌ 拆成多个 Markdown 文件分块输出
  • ❌ "数据汇总表"单独文件
  • ❌ 任何形式的"完成通知"或"工作摘要"

--- START OF SKILL MODULE CONTENT ---

触发条件

| 触发方式 | 示例 | |---------|------| | @L4 [公司名] | @L4 美团 | | Turn Every Page [公司名] | Turn Every Page Moderna | | 全面尽调 [公司名] | 全面尽调 比亚迪 | | 极致研究 [公司名] | 极致研究 英伟达 | | 百科全书 [公司名] | 百科全书 TSLA |

L4 四大模块

  1. 全流派框架深度分析 (Full-Spectrum Framework Deep Dive)
  • 覆盖九大维度,每个维度至少一个框架
  • 标注框架适用性(不适用的框架需标注原因)
  • 展开完整推理链条、证据与证伪条件
  1. 产业链纵深穿透 (Value Chain Deep Dive)
  • 行业格局、产业链地图、风险扫描、利润池分析
  1. 历史先例与类比分析 (Historical Analogues)
  • 2-3 个历史先例对比,提供基准率与启示
  1. 综合判断与结构化输出 (Synthesis & Output)
  • 多框架交叉验证矩阵、冲突仲裁、Kill-Switch 检查、范式陷阱等

输出模板与格式

  • 文件命名:YYYY-MM-DD-个股-[公司]-L4 级极致研报.md
  • 报告结构:Executive Summary、全流派框架分析、产业链纵深分析、历史先例、综合判断、风险与假设、跟踪清单等

质量检查清单

  • 数据质量、框架覆盖、深度分析、输出格式、百科全书标准等均需通过

--- END OF SKILL MODULE CONTENT ---

Frequently Asked Questions about L4-deep-research

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

FAQPage Schema
What is encyclopedic investment research and when do I need multi-framework validation?

Encyclopedic investment research applies Turn Every Page deep dives across 8+ frameworks for high-stakes holdings. You need it when allocating over 5% portfolio weight, entering new markets, or resolving severe multi-framework signal divergences.

How do I perform a full due diligence deep dive on a complex stock?

Perform a full due diligence deep dive by triggering the L4 analysis with commands like '@L4 [Company]' or 'Turn Every Page [Company]', executing multi-framework cross-validation, value chain mapping, and historical analogue comparisons.

Does L4 deep research require real-time market data feeds?

Yes, L4 deep research strictly requires real-time data feeds from yfinance and akshare. It enforces a zero-memory rule for numbers, demanding multi-source cross-validation where every key data point is double-checked against annual reports.

What is the difference between L3 and L4 investment analysis depth?

L3 analysis determines if a stock is worth watching, whereas L4 deep research ensures no blind spots remain. L3 requires 3 years of historical data, while L4 mandates 5 years and full encyclopedic coverage across 9 dimensions.

When should I avoid using encyclopedic deep research for stock valuation?

Avoid encyclopedic deep research for quick queries, routine analysis, or simple valuation updates. These lightweight tasks are better suited for L1, L2, L3, or dedicated valuation modules to save processing time.

Can I get multiple separate reports for different business segments from a deep dive?

No, a deep dive enforces a single deliverable policy. It outputs exactly one fully documented Markdown file containing all multi-framework analyses, historical precedents, and cross-checks, prohibiting any fragmented or interim reports.