feat: enhanced fundamentals, sector browsing, batch support, peer comparison & report checklist#8
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ShuhaoQing merged 8 commits intomainfrom Apr 2, 2026
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Extend BasicInfo with ROE, ROA, debt-to-equity, revenue growth, margins, current ratio, cash flow, and PEG ratio. Add FinancialHealthAssessment model with multi-dimensional Chinese-labeled scoring (profitability, growth, leverage, cash flow). USProvider extracts from yfinance ticker.info; AKShareProvider fetches via stock_financial_analysis_indicator with graceful fallback. CLI `analyze fundamental` now shows all metrics, with --verbose for health assessment. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add get_sector_list() and get_sector_constituents() to AKShareProvider using AKShare's stock_board_industry_spot_em and stock_board_industry_cons_em APIs. New CLI commands: `market sector-list` for industry board ranking, `market sector <name>` for constituents with PE/PB/market cap. Enables users to discover investment opportunities by sector. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…mmands All three commands now accept comma-separated symbols for side-by-side comparison via TSV output. Single-symbol input retains original kv_output behavior. Follows existing correlation command pattern for multi-symbol parsing. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
New `analyze peer <symbol>` command finds same-sector stocks via AKShareProvider.get_sector_constituents() and presents a TSV comparison table sorted by market cap. Uses sector constituent data directly to avoid excessive API calls. US stocks return a 'not yet supported' message. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
New `analyze report` command generates a full multi-section analysis: basic info, valuation, financial health, risk metrics, technical signals, and a 5-dimension buy-readiness checklist (1-5 scoring per dimension). Checklist covers: valuation, profitability, growth, risk, and technicals. Produces recommendation: 建议关注/谨慎观望/建议回避. Added ChecklistItem and BuyReadinessChecklist models. Enhanced StockReport with all Phase 1 financial metrics and checklist field. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…flows Rewrite SKILL.md from command reference to agent orchestration guide. Six workflows: stock analysis, investment direction, buy decision, stock comparison, portfolio checkup, and decision review. Each workflow defines step-by-step CLI commands + agent interpretation guidelines. Added teaching mode section for beginner-friendly explanations. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
…tests - Add _ratio_to_pct() in us_provider to normalize ratios at provider level - Remove flawed ratio/pct heuristic from _assess_growth and _score_growth - Add _bypass_proxy() around _akshare_financial_indicators API call - Add operating_cash_flow to StockReport model and report passthrough - Add batch CLI tests for market quote, analyze fundamental, analyze technical - Fix test data to use percentage format (25.0 instead of 0.25) Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
AKShare sector APIs use eastmoney push2 endpoints which are frequently unreachable (IP bans, CDN issues). Add Sina Finance API as fallback: - _sina_sector_list(): fetches industry board ranking from Sina - _sina_sector_constituents(): fetches sector stocks with PE/PB/market cap - Both sector methods now use _with_fallback() pattern Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Add documentation for peer comparison, sector browsing, batch fundamental analysis, and comprehensive report with buy-readiness checklist. Expand analysis/ directory listing in CLAUDE.md project structure. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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## Summary - Add peer comparison, sector browsing, batch fundamental, and comprehensive report to README features list - Add CLI examples for `analyze peer`, `analyze report`, `market sector-list`, `market sector`, and batch `fundamental` - Expand `analysis/` directory listing in CLAUDE.md project structure with all module descriptions ## Test plan - [x] Verify README CLI examples match actual command signatures - [x] Verify CLAUDE.md project structure matches filesystem 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
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Summary
FinancialHealthAssessmentwith Chinese-language profitability/growth/leverage/cash flow ratings. Providers (AKShare + yfinance) extract new fields with proper normalization (ratios → percentages at provider level).market sector-listandmarket sector <name>commands for A-share industry board browsing via AKShare.market quote,analyze fundamental, andanalyze technical— single symbol uses kv_output, multi uses tsv_output comparison table.analyze peer <symbol>for same-sector peer comparison (A-shares, uses sector constituent data directly without per-peer API calls).analyze reportwith 5-dimension buy-readiness checklist (估值/盈利能力/成长性/风险/技术面, 1-5 scale each). Sectioned Chinese output._bypass_proxy()to financial indicators API, addedoperating_cash_flowto StockReport, added batch CLI tests.Test plan
pytest— 243 tests pass (non-integration)ruff check .— all checks passruff format --check .— all files formatteduv run haoinvest analyze fundamental 600519(A-share with new metrics)uv run haoinvest analyze fundamental AAPL -m us(US stock)uv run haoinvest market sector-list(sector browsing)uv run haoinvest analyze report 600519(full report + checklist)🤖 Generated with Claude Code