write-research

write-research — Equity Research

中文说明

End-to-end investment research work product: 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.

Quick start

Install the plugin from the ZCode plugin manager, then either run a command or just describe the task — the write-research agent classifies it and loads the right skill.

Components

Agent — agents/write-research.md picks the work mode, enforces the data-source priority order, and applies the output guardrails below.

Command	What it does
/write-research:earnings	Analyze quarterly earnings and create an earnings update report
/write-research:earnings-preview	Build a pre-earnings preview with scenarios
/write-research:sector	Create a sector overview report
/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:lbo	Build an LBO model for a PE acquisition
/write-research:3-statement-model	Fill out a 3-statement financial model template
/write-research:model-update	Update a financial model with new data
/write-research:debug-model	Debug and audit a financial model for errors
/write-research:screen	Run a stock screen or generate investment ideas
/write-research:morning-note	Draft a morning meeting note
/write-research:research-report	Build an integrated investment research report

Skill	Role
earnings-analysis	Professional equity-research earnings update reports on quarterly results
earnings-flash	Short-form A-share reactions across the 业绩预告 → 业绩快报 → 正式报告 sequence
earnings-preview	Estimate models, scenario frameworks, and the metrics that decide the quarter
sector-overview	Industry landscape — market dynamics, competitive positioning, key players, outlook
competitive-analysis	Market positioning, competitor deep-dives, comparative analysis, strategic synthesis
comps-analysis	Trading-multiple comparable company sets
dcf-model	DCF equity valuation built from filings and analyst data
lbo-model	LBO models in Excel for PE transactions and investment-committee materials
3-statement-model	Integrated income statement, balance sheet and cash flow with proper linkages
model-update	Carry new prints, guidance, macro changes or revised assumptions into an existing model
research-report	Company initiation or deep-dive — industry context, financials, comps and valuation in one deliverable
idea-generation	Quantitative screens, thematic research, and pattern recognition for idea sourcing
morning-note	Concise morning notes on overnight developments, trade ideas and key events
report-render †	Paginated PDF or editable DOCX deliverables — correct CJK rendering, density-sized charts, clickable [n] citations, and a mandatory render-and-inspect gate
xlsx-author †	Professional .xlsx workbooks — formula-construction rules and a mandatory recalc / error-check step before delivery
audit-xls †	Audit a spreadsheet for formula accuracy and common mistakes, scoped to a range, a sheet, or the whole model
pptx-author †	Professional .pptx decks with python-pptx — slide conventions, template handling, and a delivery contract

† Shared authoring skills, generated upstream from a single source and vendored into every finance plugin. See UPSTREAM.md.

Data sources and authentication

MCP server	Data
sec-search	SEC EDGAR full-text search
hexin-stock	同花顺 iFinD — A/H equities
hexin-global-stock	同花顺 iFinD — global equities
hexin-index	同花顺 iFinD — indices and constituents
wind-stock	Wind — A/H equities
finance-search	Finance web and news search
wind-economic	Wind / EDB — macro and economic series
wind-docs	Wind — filings and research documents

All of these are remote HTTP MCP servers on ZCode's own gateway (${ZCODE_BASE_URL}), declared in .zcode-plugin/plugin.json. Identity is injected per tool call by the host (auth: {type: zcode_official, provider: jwt_token}).

There is no API key, token, or vendor account for you to configure. The plugin never contacts a data vendor directly and carries no credentials.

This plugin is marked requiresPaidPlan: the data behind those servers is licensed commercial data, not a free tier.

What it does on your machine

Hooks	none — the plugin installs no hooks and does not intercept your tools
Network	only ${ZCODE_BASE_URL}, the host gateway. No third-party endpoints
Writes files	report, workbook and deck deliverables (.pdf, .docx, .xlsx, .pptx) plus build intermediates, in the working directory the skills pick per their own rules
Executes	python3 for the authoring skills; headless LibreOffice (soffice / libreoffice) for xlsx formula recalculation and DOCX→PDF verification; fc-list for font checks
Python packages	report-render needs reportlab, matplotlib, pypdf, pypdfium2, pillow, fonttools (see skills/report-render/scripts/requirements.txt); xlsx-author needs openpyxl; pptx-author needs python-pptx
Degrades gracefully	without LibreOffice, xlsx-author reports recalc_unavailable and runs a static lint only — which it explicitly does not treat as a pass

Scope and review

Output is draft work product, staged for a qualified professional to review and sign off. It is not investment advice, not a rating or price target issued as a firm view, and not a credit or compliance decision. Material claims are source-tagged so a reviewer can check them; what could not be sourced is reported as a gap rather than smoothed over.

Provenance

Vendored from an upstream Z.ai project; agents/, commands/ and skills/ are produced there and must not be edited here. The ZCode adaptation layer (manifests, this README, the marketplace entry) is owned by this repository. Open publishing gates are recorded in UPSTREAM.md.