TopxAI Equity Research

An agent skill that runs a research desk: it takes a company, a value chain or a macro question from kickoff to a finished report, makes every conclusion falsifiable, puts a bull/bear debate in front of every rating, audits the draft adversarially, and then keeps a ledger that settles each call when it comes due.

It is built for research a professional reader would pay for. A report leads with one claim and its value per share, argues it with facts dug out of primary records, and lets the reader check every source: each key number is footnoted to the page with a link and an evidence grade, and the company's own documents are shown with the sentence boxed in red. Valuation numbers come from one model file, and ratings are stated so they can be settled: twelve months, against a named benchmark, from the publication-date close.

中文说明 · Apache-2.0 · Made by TopxAI

What you get

• A full research pipeline in ten stages, each with its outputs and an exit gate: kickoff, research lanes, bull/bear debate, writing, tradable judgment, two audit rounds, publishing, coverage watch, settlement, updates.
• A method, not a template. Cause / process / outcome analysis, a first-principles layer, a transmission chain from liquidity to the single stock, consensus reconstruction from prices, mispricing evidence, catalyst paths, and an evidence-strength rule that stops weak inputs from carrying strong conclusions.
• A report form built to be checked (new in 1.1): the title is the claim with a per-share figure; at least three new facts from records beyond the 10-Q (8-K exhibits, regulatory dockets, court files, permits, the company's own earlier statements, measurements); sections ordered by the argument; every number footnoted to the page; screenshots of original documents with a red box; a body of at most 15,000 words.
• Nine-step flows for single-stock, industry / value-chain and macro reports.
• An indicator and data-source library (SEC EDGAR, FRED, BLS, Census, FINRA and more), each indicator tagged as a cause, a process or an outcome, and a catalogue of measurement and accounting traps found in real reports.
• Five agents for Claude Code and Cowork: research collector, bull, bear, auditor and translator. They cannot spawn their own subagents and hand back at most 120 words, so the editor's context stays clean. On agents without subagents, the main agent plays each role in turn.
• Small tools (Python 3.9+; all standard library except exhibit.py):
  • sec.py: the last eight quarters of revenue, margins, cash flow and capex, plus cash, debt, RPO and shares, from SEC XBRL. The raw multi-megabyte JSON stays in a cache; the agent sees about 3 KB.
  • ledger.py: an append-only ledger of calls with settlement, a lesson per settlement, and an honest hit rate.
  • desk.py: a coverage watch that matches new SEC filings to open falsifiers and lists calls coming due.
  • check_report.py: a form gate for the finished report: length, the title-page claim, footnotes with links and page locators, exhibits, sentences overloaded with numbers, internal codes leaking into the text.
  • exhibit.py: crops a passage out of a filing (PDF, or HTML printed through a local Chrome), boxes the sentence in red and reports the page to cite. Needs pip install pymupdf.
• Templates for the kickoff note, the source cross-check, the writing contract, audit decisions, final checks, ledger entries and the watch list, plus a disclosure template.

Install

Claude Code (plugin, includes the five agents)

/plugin marketplace add UnbelievableT/topxai-equity-research
/plugin install topxai-equity-research@topxai

Any agent that reads Agent Skills (Claude Code, Codex, Cursor, Gemini CLI, OpenClaw and others, via skills.sh):

npx skills add UnbelievableT/topxai-equity-research

Manual: download the package from ai.topxea.com/labs or from the GitHub releases, and copy skills/topxai-equity-research/ into your agent's skills folder (for Claude Code, ~/.claude/skills/).

First run

The SEC tool identifies you to the SEC, as its fair-access policy requires. The plugin asks for this when you enable it; otherwise set it yourself:

export SEC_USER_AGENT="Jane Doe [email protected]"

Then ask your agent, for example:

• "Write a deep-dive research report on NVDA."
• "Kick off an industry report on the AI data-center power chain."
• "Pull the last eight quarters for AMD from SEC filings."
• "Run the coverage watch and tell me which calls are due."
• "Settle call #12: the 10-Q is out."

The skill creates a research/ folder in your project: one folder per report, plus ledger.json, lessons.md, patterns.md, watch.json and the coverage watch output.

How it works

1 Kickoff ─► 2 Research lanes ─► 2.5 Bull/bear debate ─► 3 Writing ─► 3.5 Tradable judgment
          ─► 4 Adversarial audit (2 rounds) ─► 5 Publish & register every call
          ─► Coverage watch ─► Settle (one lesson per call) ─► Update

The rules that matter most:

1. Real data only. If a number cannot be sourced, it says "not verified".
2. Evidence grades [A]–[D] on every key number; disagreements are shown, not resolved silently.
3. Every core conclusion says what would prove it wrong.
4. A conclusion is never stronger than its weakest load-bearing input.
5. Ratings are settleable, and every call is settled, including the ones that turn out wrong.

Data, network and privacy

• sec.py and desk.py call only https://www.sec.gov and https://data.sec.gov, sending the SEC_USER_AGENT you provide. exhibit.py downloads only the document URL you pass it (with your SEC_USER_AGENT for sec.gov, a regular browser user agent elsewhere) and caches it under research/cache/exhibits/. Nothing else is sent anywhere.
• All files are written inside your project's research/ folder. There is no telemetry and no account.
• Prices for the coverage watch come from a CSV you supply; the tools do not scrape market data.

Not investment advice

This skill helps produce research. Its output is general information, not personalised investment advice, and not an offer to buy or sell any security. Use the disclosure template in skills/topxai-equity-research/assets/ for anything you publish, and consult a licensed professional before acting on research.

About TopxAI

TopxAI (ai.topxea.com) gives developers Claude, GPT, Grok, GLM, Kimi, DeepSeek and image and video models through one OpenAI- and Anthropic-compatible API, with fixed USD prices and prepaid credit. This skill is the method behind the research published at topxea.com/research, shared for free. More free tools: ai.topxea.com/labs.

Issues and suggestions: GitHub issues.

License

Apache License 2.0. See LICENSE and NOTICE.