stock-fund-analysis

Stock Capital Analysis Skill

Overview

This skill focuses onstock capital-side analysis, systematically diagnosing the capital movements of an individual stock or sector through four core dimensions, helping judge main force capital intentions and market recognition.

Important principle: This skill only provides objective data analysis of capital-side conditions and does not constitute any investment advice. All analysis conclusions need to be judged comprehensively in combination with fundamentals, technicals, and news.

Four Core Analysis Dimensions

Dimension One: Main Force Capital Flow Diagnosis

Track the entry and exit trajectories of large capital, and identify the degree of main force control and operating intentions.

Data Collection

Use the gildata-aidata service to obtain the following data:

Tool	Purpose	Query Parameters
RealStockFundFlow	Real-time capital flow	Stock name or code
AStockCashFlow	Historical capital flow + northbound capital	Stock name or code
StockBlockTrade	Block trade details	Stock name or code
DailyStockHeroDetails	Dragon and Tiger List same-day details	Stock name or code
RangeStockHeroStatistics	Dragon and Tiger List interval statistics	Stock name or code + time interval

Analysis Points

Capital flow judgment criteria:

• Main force net inflow continues to be positive: Capital continues to flow in; the main force may be in the accumulation or markup stage
• Main force net outflow continues to be negative: Capital continues to flow out; the main force may be in the distribution or reduction stage
• Northbound capital and main force capital move in the same direction: Domestic and foreign capital resonate; the signal is relatively strong
• Northbound capital and main force capital diverge: Be vigilant; it may be a bullish trap or bearish trap signal
• Block trades completed at a discount: Usually regarded as bearish; may be shareholder reduction or institutional position adjustment
• Block trades completed at a premium: Usually regarded as bullish; may be institutions scrambling for shares

Dragon and Tiger List interpretation:

• Institutional dedicated seats dominate buying → institutions are optimistic; medium-line logic
• Hot money brokerage branches frequently appear on the list → short-term speculation; volatility increases
• Buy-one amount is far greater than sell-one → the degree of main force control increases
• Buy and sell amounts are close → major disagreement; direction unclear

Dimension Two: Northbound Capital and Institutional Capital Analysis

Track "smart money" movements and identify trends in institutional holdings changes.

Data Collection

Tool	Purpose	Query Parameters
AStockCashFlow	Northbound capital flow data	Stock name or code
InstitutionInvestor	Institutional shareholder holding information	Stock name or code
Top10ShareHolders	Top ten shareholders details	Stock name or code
Top10FloatShareHolders	Details of Top Ten Tradable Shareholders	Stock name or code
ShareholdingChangePlan	Shareholder Increase/Decrease Holdings Plans	Stock name or code

Key Analysis Points

Northbound Capital Judgment Criteria:

• Northbound capital continues to increase holdings → Foreign investors are bullish on the company's long-term value
• Northbound capital rapidly reduces holdings → May be affected by external factors (exchange rate, policy)
• Northbound shareholding ratio > 5% → Heavy foreign position, significant impact on stock price
• Northbound shareholding ratio < 1% → Low foreign attention

Institutional Holdings Judgment Criteria:

• Institutional holding concentration increases → Chips concentrate toward main forces, favorable for upward movement
• Number of institutions increases but holdings are dispersed → Significant divergence, short-term volatility
• Social security/insurance funds newly enter → Recognized by long-term capital, relatively superior fundamentals
• QFII/RQFII increase holdings → International capital is bullish

Increase/Decrease Holdings Signals:

• Major shareholders/executives increase holdings → Insiders are bullish, sufficient confidence
• Major shareholders/executives reduce holdings → Insiders cash out, need to pay attention to reasons
• Frequent institutional research → May be building or adding positions

Dimension 3: Volume Energy, Turnover Rate, and Volume-Price Relationship

Analyze trading volume energy characteristics, identify the degree of volume-price coordination and chip exchange activity.

Data Collection

Tool	Purpose	Query Parameters
StockRangeQuotation	Interval Market Data	Stock name or code + time interval
StockQuoteTechIndex	Technical Indicators (including trading volume)	Stock name or code
AShareLiveQuote	Real-time Market Data	Stock name or code
StockDailyQuote	Daily Market Data	Stock name or code + date

Key Analysis Points

Turnover Rate Judgment Criteria:

• Turnover rate < 1%: Light trading, low attention
• Turnover rate 1%-3%: Normal trading status
• Turnover rate 3%-7%: Active trading, possible capital operations
• Turnover rate 7%-15%: Highly active, main forces may be washing trading or changing hands
• Turnover rate > 15%: Extremely active, beware of main force distribution or hot money relay

Volume-Price Relationship Judgment:

• Increased volume with price rise: Good volume-price coordination, healthy upward trend
• Decreased volume with price rise: Insufficient upward momentum, may be approaching the top
• Increased volume with price decline: Heavy selling pressure, downward trend continues
• Decreased volume with price decline: Obvious reluctance to sell, may be approaching the bottom
• Increased volume with stagnant price: High-level increased volume but price does not rise, main forces may be distributing
• Decreased volume with sideways movement: Good chip lock-up, waiting for direction selection

Trading Volume Trend:

• Trading volume gradually increases → Capital attention rises
• Trading volume gradually shrinks → Capital attention declines
• Volume-price divergence → Trend may reverse

Dimension 4: Capital Trends and Chip Concentration

Analyze the chip distribution structure, judge the degree of main force control and market holding costs.

Data Collection

Tool	Purpose	Query Parameters
ShareholderNum	Changes in Number of Shareholders	Stock name or code
Top10ShareHolders	Top Ten Shareholders' Shareholding	Stock Name or Code
Top10FloatShareHolders	Top Ten Tradable Shareholders	Stock Name or Code
InstitutionInvestor	Institutional Shareholding Details	Stock Name or Code
StockValueAnalysis	Valuation Metrics for Auxiliary Judgment	Stock Name or Code

Key Analysis Points

Criteria for Judging Chip Concentration:

• Number of shareholders continuously decreasing → chips concentrating, main force's control degree increasing
• Number of shareholders continuously increasing → chips dispersing, main force may be distributing
• Average shareholding per account increasing → chips concentrating toward large holders
• Average shareholding per account decreasing → chips dispersing toward retail investors

Top Ten Shareholders Analysis:

• Shareholding ratio of top ten shareholders > 60% → highly concentrated
• Shareholding ratio of top ten shareholders 40%-60% → moderately concentrated
• Shareholding ratio of top ten shareholders < 40% → relatively dispersed
• Institutional proportion among top ten tradable shareholders increasing → institutions adding positions

Comprehensive Assessment of Control Degree:

Indicator	High Control	Moderate Control	Low Control
Change in Number of Shareholders	Continuously decreasing	Fluctuating	Continuously increasing
Average Shareholding per Account	Continuously increasing	Relatively stable	Continuously decreasing
Top Ten Shareholders' Proportion	> 60%	40%-60%	< 40%
Institutional Shareholding Proportion	> 30%	15%-30%	< 15%
Turnover Rate	Relatively low	Moderate	Relatively high

Analysis Process

Step 1: Clarify the Analysis Target

Confirm the stock name or code that the user needs to analyze; if not provided, proactively ask.

Step 2: Data Collection

Call gildata-aidata services in sequence according to the four major dimensions to obtain data.Prioritize using the gildata-aidata service, and only consider using web_search as a supplement when gildata-aidata cannot obtain the data.

# 维度一：主力资金流向
finx gildata-aidata RealStockFundFlow --body '{"query": "股票名称或代码"}'
finx gildata-aidata AStockCashFlow --body '{"query": "股票名称或代码"}'
finx gildata-aidata DailyStockHeroDetails --body '{"query": "股票名称或代码"}'

# 维度二：北向与机构资金
finx gildata-aidata InstitutionInvestor --body '{"query": "股票名称或代码"}'
finx gildata-aidata Top10ShareHolders --body '{"query": "股票名称或代码"}'
finx gildata-aidata ShareholdingChangePlan --body '{"query": "股票名称或代码"}'

# 维度三：量能换手
finx gildata-aidata StockRangeQuotation --body '{"query": "股票名称或代码"}'
finx gildata-aidata StockQuoteTechIndex --body '{"query": "股票名称或代码"}'

# 维度四：筹码集中度
finx gildata-aidata ShareholderNum --body '{"query": "股票名称或代码"}'
finx gildata-aidata StockValueAnalysis --body '{"query": "股票名称或代码"}'

Step 3: Data Integration and Analysis

Integrate the collected data according to the four major dimensions and identify key signals:

1. Consistency of Capital Direction: whether main force capital, northbound capital, and institutional capital are moving in the same direction
2. Degree of Volume-Price Coordination: whether rises are accompanied by increased volume and declines by reduced volume
3. Chip Concentration Trend: whether changes in the number of shareholders and changes in institutional shareholding are consistent
4. Abnormal Signal Identification: block trade discounts/premiums, unusual activity on the dragon-tiger list, increase/decrease holding plans

Step 4: Generate Analysis Report

Output the analysis report according to the following structure:

# [股票名称/代码] 资金面分析报告

## 一、主力资金流向诊断
- 近期资金净流入/流出情况
- 北向资金动向
- 龙虎榜上榜情况
- 大宗交易信号

## 二、北向与机构资金分析
- 北向资金持股比例及变化
- 机构股东持股变化
- 增减持计划追踪
- 机构调研动态

## 三、量能换手率分析
- 近期换手率水平
- 量价配合关系
- 成交量趋势判断
- 异常量能识别

## 四、筹码集中度分析
- 股东户数变化趋势
- 前十大股东持股集中度
- 机构持仓占比变化
- 控盘程度综合评估

## 五、综合研判
- 资金认可度评估
- 主力进出意图判断
- 关键信号汇总
- 风险提示

Notes

1. Data Timeliness: capital flow data is highly time-sensitive; the data cutoff date should be noted during analysis
2. Multi-dimensional Cross-validation: a single-dimensional signal may be misleading and requires multi-dimensional cross-validation
3. Combine with Fundamentals: capital-side analysis should be comprehensively judged in combination with the company's fundamentals and industry trends
4. Be Alert to Abnormal Fluctuations: for stocks with abnormal turnover rates or drastic fluctuations in capital flows, risks should be indicated
5. Not constituting investment advice: All analysis conclusions are for reference only and do not constitute buy or sell advice

Data Acquisition Priority

First priority: gildata-aidata service

• All data such as fund flows, shareholder holdings, and technical indicators should be obtained from gildata-aidata first
• This service provides authoritative, real-time, and comprehensive financial data

Second priority: web_search supplement

• Use only when gildata-aidata cannot obtain specific data
• Mainly used to obtain supporting information such as the latest news sentiment and policy changes

Third priority: web_fetch in-depth reading

• Used to obtain in-depth information such as the original text of announcements and research report details
• Use only when detailed interpretation of a specific event is needed