From stock-deep-analyzer
Generates PE/VC-style 8-chapter Investment Committee Memo for a stock code, with executive summary, financials, DCF/comps valuation, risks, return scenarios, and recommendation.
npx claudepluginhub godisego/hot-money --plugin stock-deep-analyzer# /ic-memo <股票代码> 生成 PE/VC 风格的 Investment Committee Memo，适合正式决策。 ## 工作流 1. 采集完整 raw_data + features 2. 调用 DCF / Comps / Porter / DD 前置结果 3. 调用： ## 输出章节 - **I. Executive Summary** — 建议 + 前 3 风险 - **II. Company Overview** — 行业 / 业务 / 市值 / 营收 - **III. Industry & Market** — TAM / 增速 / 生命周期 - **IV. Financial Analysis** — 5Y ROE / 净利率 / 债务 / FCF - **V. Valuation** — DCF + Comps 双路径 - **VI. Risks & Mitigants** — 5 条主要风险 + 严重度 + 缓解措施 - **VII. Returns Scenarios** — Bull / Base / Bear 三情景（含概率） - **VIII. Recommendation** — PASS / CONDITIONAL PASS / HOLD / REJECT ## 推荐逻辑 质量分 (ROE 持续性 + 现金流 +...
/ic-memoDrafts a structured IC memo for [company name], synthesizing due diligence findings, financial analysis, and deal terms. Prompts for company if not provided.
/ic-memoGenerates PE/VC-style 8-chapter Investment Committee Memo for a stock code, with executive summary, financials, DCF/comps valuation, risks, return scenarios, and recommendation.
/ic-memoDrafts a structured IC memo for [company name], synthesizing due diligence findings, financial analysis, and deal terms. Prompts for company if not provided.
生成 PE/VC 风格的 Investment Committee Memo，适合正式决策。
from lib.deep_analysis_methods import build_ic_memo
memo = build_ic_memo(features, raw, dcf_result, comps_result)
质量分 (ROE 持续性 + 现金流 + 护城河 + 净利率) + 估值分 (安全边际) → 综合得分决定建议。