Stock and company analysis plus strategy backtesting using direct recent-price feeds and the Rebyte financial data lake.
Requires Rebyte API auth — $AUTH_TOKEN and $API_URL are set up per the
agent's system prompt; use them as Bearer token and base URL.
Skill layout — load the pillar you need
| Pillar | When |
|---|---|
| this file | Analysis playbooks: price checks, company overviews, comparisons, fundamentals, technicals |
data/SKILL.md |
Data routing and mechanics: direct two-date prices, full 19-table lake catalog (US + CN), SQL patterns, news + research search, error rules. Read before fetching data. |
backtesting/SKILL.md |
Strategy simulation: 5-phase NautilusTrader workflow ending in a backtest result bundle |
financial-templates/SKILL.md |
Analysis structures (DCF, comps, memo formats) with no data calls |
report-style/README.md |
Kami design system for every HTML report this skill delivers |
references/sec-edgar.md |
SEC filings, full 10-K/10-Q text, insider (Form 4) trades via edgartools |
Price/K-line charts: use the financial-charts skill (TradingView-style
Lightweight Charts).
Data sources
| Source | What it provides | Access |
|---|---|---|
| Direct recent-price APIs | Price-only OHLCV bars for the current and previous exchange-local calendar dates. US minute bars use stocks/bars with interval: "1min"; China minute bars use cn-stocks/bars_1min. |
POST $API_URL/api/data/stocks/bars, POST $API_URL/api/data/cn-stocks/bars, or POST $API_URL/api/data/cn-stocks/bars_1min — see data/SKILL.md |
| Rebyte financial data lake | US: daily + 1-minute bars, news, SEC-filing fundamentals, splits, dividends, short data, ticker universe, IPOs. CN A-shares: daily + 1-minute bars, valuation snapshots, financial statements, money flow, unusual-move disclosures. | Read-only SQL via POST $API_URL/api/data/financial/sql — see data/SKILL.md |
| News archive | US equity news coverage back to 2016, searchable by meaning | POST $API_URL/api/data/research/news — see data/SKILL.md |
| Research library | ~4,300 long-form articles from 13 investment research publications (SemiAnalysis, SemiVision, MacroCharts, Capital Wars, Citrini, Doomberg, Michael J Burry and others), 2020 to today. Primary analysis by named practitioners — use it for theses, debates, and mechanisms. | POST $API_URL/api/data/research/search, then /context or /article — see data/SKILL.md |
| SEC EDGAR | Full filing text (10-K, 10-Q, 8-K), filing sections, insider (Form 4) trades | edgartools Python library — see references/sec-edgar.md |
Route by freshness. Use the direct APIs for "current", "today", "latest
price", and recent intraday questions. Their range is fixed server-side to the
current and previous calendar dates in America/New_York (US) or
Asia/Shanghai (CN); callers cannot widen it. Use the lake for every older or
non-price fact. The US response exposes Polygon's upstreamStatus (for example
DELAYED), so never imply tick-level realtime. State the source, returned date
range, latest bar timestamp, and feed status when present. During market hours,
use minute bars in both markets; treat the current date's daily bar as final
only after that market closes.
Analysis Workflows
Use direct prices for the two-date edge and lake SQL for historical or
non-price steps. Exact routing and request shapes are in data/SKILL.md.
1. Quick Stock Check
User: "What's AAPL doing?" / "AAPL price"
→ Direct recent bars — quote the latest close, timestamp, date range, feed status
→ Lake daily bars (last 1 month) + ticker details for context
→ Present: latest direct price + recent trend + basic company info
2. Company Overview
User: "Tell me about NVDA" / "What does Tesla do?"
→ Ticker details + latest fundamentals period (revenue, net income)
→ Daily bars (last 3 months)
→ Direct recent bars when presenting a latest/current price
→ Recent news (5 headlines) — semantic search for themes if needed
→ Present: business summary, market position, recent performance, news themes
3. Technical Analysis
User: "Is TSLA a good buy?" / "AAPL technical analysis"
→ Daily bars (last 6 months) — trend, support/resistance
→ Direct recent intraday bars — current short-term momentum
→ Lake 1-minute bars aggregated to hourly when more than two dates are needed
→ Recent news (10 articles) — read and judge the tone yourself
→ Compute: moving averages, price range, volume trends
→ Present: trend direction, key levels, volume analysis, sentiment, outlook
4. Multi-Stock Comparison
User: "Compare AAPL vs MSFT vs GOOGL"
→ One SQL per dataset covering all tickers (WHERE ticker IN (...))
→ Direct recent bars for each ticker when current prices are part of the comparison
→ Compare: price performance, fundamentals, news flow
→ Present: side-by-side table, relative performance
5. Fundamental Deep Dive
User: "AAPL financials" / "NVDA revenue trend"
→ Fundamentals: annual (5 periods) + quarterly (4 periods)
→ Dividends (last 12) — history and implied yield vs latest direct close
→ Weekly-aggregated bars (last 2 years) — long-term price context
→ Compute: revenue growth, margin trends, EPS trend, payout ratio
→ Optional: SEC EDGAR for full 10-K text
6. Insider Activity
User: "Insider trading for TSLA" / "Are executives buying NVDA?"
→ SEC EDGAR: Form 4 filings (the lake does not carry insider trades)
→ Daily bars (last 3 months) — price context around the trades
→ Present: recent transactions, insider sentiment, correlation with price
7. Due Diligence Package
User: "Full analysis of MSFT" / "Due diligence on AMD"
→ Ticker details, 1y daily bars, annual + quarterly fundamentals,
dividends, splits, 20 recent news items
→ Direct recent bars for the current price snapshot
→ SEC EDGAR: latest 10-K, recent 8-Ks, Form 4 insider trades
→ Present: comprehensive report (Kami-styled HTML per report-style/)
8. Sector Research
User: "Compare cloud stocks" / "Best semiconductor stocks"
→ Identify tickers (us.tickers can filter by name/type/exchange)
→ Batch daily bars + fundamentals across the set
→ Semantic news search on the sector theme
→ Present: sector overview, leaders, relative performance
9. Strategy Backtest
User: "Backtest an SMA crossover on AAPL" / "验证我的策略"
→ Switch to backtesting/SKILL.md and run its 5 phases end-to-end
→ Deliverable is the backtest bundle at /code/backtests/<slug>/
Trigger Patterns
ALWAYS fetch data when the user mentions any of these. Do NOT answer from memory — route to the direct price API and/or lake as specified.
| User intent | Required actions |
|---|---|
| Stock symbol mentioned (AAPL, $TSLA, 000001.SZ) | Direct recent bars + lake ticker details |
| "current", "today", "latest price", "how is X doing" | Direct recent bars first; include marketDateRange, latest timestamp, and feed status |
| Historical "price" or "chart" | Lake bars for the requested range; add direct bars only when the latest edge matters |
| "news", "what's happening with" | News query (10+ items) or semantic search |
| "analyze", "research", "tell me about" | Details + bars + news |
| "compare", "vs", "versus" | All datasets for each stock, side-by-side |
| "buy", "sell", "good investment" | Bars + news + fundamentals (annual + quarterly) |
| "financials", "revenue", "earnings" | Fundamentals (annual + quarterly) |
| "dividend", "yield", "payout" | us.dividends |
| "split", "stock split" | us.splits |
| "short interest", "shorts" | us.short_interest / us.short_volume |
| "insider", "who's buying/selling" | SEC EDGAR Form 4 filings |
| "10-K", "10-Q", "SEC filing" | SEC EDGAR filings |
| "backtest", "backtesting", "strategy performance" | backtesting/SKILL.md |
Lake SQL recipes
Auth + request format, DataFusion-style SQL patterns, the on-error rule, and
the full table catalog are in data/SKILL.md. The recipes below map the
common analysis needs; tickers are UPPERCASE for US, NNNNNN.SZ/NNNNNN.SH
for CN.
-- Price bars, daily (raw, unadjusted; check us.splits before spanning a split)
SELECT t, o, h, l, c, v FROM us.eod
WHERE ticker = 'AAPL' AND t >= to_timestamp('2026-01-01')
ORDER BY t
-- Intraday / custom intervals: aggregate 1-minute bars
SELECT date_bin(INTERVAL '1 hour', t, TIMESTAMP '1970-01-01') AS bucket,
min(t) AS t_open, max(h) AS h, min(l) AS l, sum(v) AS v
FROM us.bars_1m
WHERE ticker = 'AAPL' AND t >= now() - INTERVAL '5 days'
GROUP BY bucket ORDER BY bucket
-- News for a ticker (tickers is an array column)
SELECT published_utc, title, tickers FROM us.news
WHERE array_has(tickers, 'AAPL')
ORDER BY published_utc DESC LIMIT 10
-- Thematic retrieval ("news about AI chip demand"): use research/news instead
-- of ILIKE; for theses and mechanisms use research/search — see data/SKILL.md.
-- Fundamentals (SEC-filing derived; is_* income, bs_* balance, cf_* cashflow)
SELECT fiscal_year, fiscal_period, is_revenues, is_gross_profit,
is_operating_income_loss, is_net_income_loss,
is_diluted_earnings_per_share, bs_assets, bs_liabilities, bs_equity,
cf_net_cash_flow_from_operating_activities
FROM us.fundamentals
WHERE array_has(tickers, 'AAPL') AND timeframe = 'annual'
ORDER BY fiscal_year DESC LIMIT 5
-- Dividends / splits
SELECT ex_dividend_date, cash_amount, frequency FROM us.dividends
WHERE ticker = 'AAPL' ORDER BY ex_dividend_date DESC LIMIT 12;
SELECT execution_date, split_from, split_to FROM us.splits
WHERE ticker = 'AAPL' ORDER BY execution_date DESC
-- Ticker details / universe screen
SELECT ticker, name, primary_exchange, type, active, cik FROM us.tickers
WHERE ticker = 'AAPL'
-- CN A-share daily bars (adj_factor included for adjusted series)
SELECT t, o, h, l, c, v, pct_chg, adj_factor FROM cn.bars_day
WHERE ts_code = '000001.SZ' AND t >= to_timestamp('2026-01-01')
ORDER BY t
-- CN valuation snapshot / financial indicators
SELECT trade_date, pe_ttm, pb, turnover_rate, total_mv FROM cn.daily_basic
WHERE ts_code = '000001.SZ' ORDER BY trade_date DESC LIMIT 20
The data/scripts/financial_cli.py helper wraps auth + the SQL endpoint:
python3 data/scripts/financial_cli.py catalog
python3 data/scripts/financial_cli.py schema us.eod
python3 data/scripts/financial_cli.py query "SELECT ... LIMIT 10"
python3 data/scripts/financial_cli.py news "Fed rate cut expectations" --ticker NVDA
python3 data/scripts/financial_cli.py research "global liquidity and central bank balance sheets"
SEC EDGAR Reference
For full filing text, filing sections, and insider trading data, see references/sec-edgar.md.
Quick start:
pip install edgartools
from edgar import Company, set_identity
set_identity("Rebyte Agent agent@rebyte.ai")
company = Company("AAPL")
filings = company.get_filings(form="10-K") # Annual reports
insider = company.get_filings(form="4") # Insider trades
Analysis Guidelines
Computing Technical Indicators from Price Bars
The lake returns raw OHLCV. Compute indicators yourself (or in SQL):
- Simple Moving Average (SMA): average of last N closes (20-day and 50-day)
- Price trend: current close vs 20-day and 50-day SMA
- Support/Resistance: recent lows/highs from daily bars
- Volume trend: recent volume vs 20-day average volume
- 52-week range: min low / max high over 1 year of daily bars
- Corporate actions:
us.eodis unadjusted — when the window spans a split, adjust withus.splits; CN daily bars carryadj_factordirectly
Reading News
Lake news carries no precomputed sentiment — read the headlines/content and
judge the tone yourself, noting publisher weight and recency. For thematic
questions, prefer the semantic search endpoint over keyword ILIKE.
Financial Statement Analysis
- Revenue growth: YoY change across periods
- Margin trends: gross/operating/net margin over time
- Cash position: cash & equivalents vs total debt
- Earnings quality: operating cash flow vs net income (should be close)
Presenting Results
- Lead with the answer (bullish/bearish/neutral, latest sourced close + timestamp, key metric)
- Use tables for multi-stock comparisons
- Include specific numbers with dates — never vague statements
- Distinguish facts (from data) from analysis (your interpretation)
- State each source and date range explicitly; report direct-feed status and label lake data T+1
- Long-form deliverables: Kami-styled HTML per
report-style/
Important Notes
- US tickers UPPERCASE (
AAPL); CN codes suffixed (000001.SZ,600519.SH) - All timestamps UTC
- Direct prices cover two exchange-local calendar dates only — weekends and holidays can yield empty dates; do not widen the direct request
- Lake data is T+1 — daily tables land the prior trading day
- Direct means recent, not guaranteed tick realtime — during market hours,
use US
stocks/barswithinterval: "1min"and CNcn-stocks/bars_1min; report Polygon'supstreamStatus, and use completed daily bars after close - Coverage: US from 2021-06 (bars) with reference data much deeper (splits 1978→, dividends 2000→); CN daily from 1990-12 — full catalog in
data/SKILL.md - SEC EDGAR is free — no API key, but requires an identity string
When NOT to Use This Skill
- Simple web lookup ("What's Apple's website?") → use web search
- Live trading, tick execution, bid/ask, or streaming quotes → not supported; direct prices are OHLCV bars and may be delayed
- Personal financial advice → not qualified