pptx-author

SKILL.md 节选

# pptx-author

## Purpose

Generate professional **投资分析PPT (equity investment decks)** for any listed company.
This skill is a generic engine — every output is driven by two parameters:

| Parameter | Example | Description |
|-----------|---------|-------------|
| `{{COMPANY_NAME}}` | {{COMPANY_NAME}} | Full company name (e.g., Apple Inc. / 腾讯控股 / 贵州茅台) |
| `{{TICKER}}` | {{TICKER}} | Bare ticker for `valuz-stock` (e.g., AAPL / 00700 / 600519) |
| `{{MARKET}}` | {{MARKET}} | Market prefix for `valuz-search` symbols (US / HK / SH) |
| `{{OUTPUT_PATH}}` | ./output.pptx | Where to save the PPTX file |

All financial figures, price data, peer valuations, and company descriptions are
fetched live from `valuz-stock` / `valuz-search` connectors. **Nothing is hardcoded.**

---

## Data Pipeline

Most deck content comes from team output; the data connectors are used only to
fill in charts and figures. Two connectors back the data slides:

- **`valuz-stock`** — quantitative data: quotes, financial statement values, segments.
- **`valuz-search`** — qualitative data: filings, research, for citation/佐证.

> **Symbol format:** `valuz-stock` takes a **bare ticker** (AAPL / 00700 / 600519);
> `valuz-search` takes a `market:ticker` symbol (US:AAPL / HK:00700 / SH:600519).

### Step 1: Resolve Company Info

```python
# valuz-stock — company_overview (bare ticker)
company_overview(symbol="{{TICKER}}")
# → company profile + identifiers (e.g. NASDAQ / HKEX / SSE), full legal name
```

```python
# valuz-stock — stock_quote (bare ticker)
stock_quote(symbol="{{TICKER}}")
# → live price, market cap, turnover (for cover / highlights)
```

```python
# valuz-stock — financial statements (bare ticker)
income_statement(symbol="{{TICKER}}", period="annual", limit=5)
# → annual income statement: revenue, net profit, margins, EPS, etc.
balance_sheet(symbol="{{TICKER}}", period="annual", limit=5)
# → balance sheet: assets, liabilities, equity
cashflow_statement(symbol="{{TICKER}}", period="annual", limit=5)
# → cash flow statement
revenue_breakdown(symbol="{{TICKER}}", period="annual", limit=5)
# → segment / revenue mix for operating-metrics charts
```

```python
# valuz-stock — price history for trend charts (bare ticker)
ohlcv(symbol="{{TICKER}}", limit=260)
# → OHLCV price history; use kline(symbol=...) for candlestick rendering
```

```python
# valuz-search — qualitative material for citations (market:ticker symbol)
reports_search(query="{{COMPANY_NAME}} business overview", symbols=["{{MARKET}}:{{TICKER}}"])
filings_search(query="{{COMPANY_NAME}} annual report", symbols=["{{MARKET}}:{{TICKER}}"])
# → research notes / filings to cite and support narrative slides
```

### Step 2: Peer / Comps Data

```python
# Pull peer figures with the same valuz-stock calls (stock_quote / income_statement)
# on each comparable ticker; focus on top 5-8 comps by revenue/market cap.
```

### Step 3: Generate Charts

Use matplotlib to create:
1. **Revenue & Profit trend** — from `income_statement` (valuz-stock)
2. **Margin trends** — gross margin, net margin, ROE over time (`income_statement`)
3. **Growth rates** — YoY revenue and profit growth (`income_statement`)
4. **Peer comparison** — horizontal bar chart of PE and PB vs peers (`stock_quote`)
5. **Price trend** — from `ohlcv` / `kline` (valuz-stock)
6. **Segment mix** — from `revenue_breakdown` (valuz-stock)

All chart titles and labels must include `{{COMPANY_NAME}}` dynamically.

---

## Presentation Structure

The default deck is **12 slides**. Adjust sections based on `deck_type` parameter.

### Template (parameterized)

```
Slide 1:  Cover
    {{COMPANY_NAME}} ({{TICKER}})
    {{REPORT_TITLE}}  |  {{DATE}}
    机密文件 | 仅供内部参考

Slide 2:  投资摘要 (Investment Highlights)
    • {{HIGHLIGHT_1}}
    • {{HIGHLIGHT_2}}
    • {{HIGHLIGHT_3}}
    目标价: {{CURRENCY}}{{TARGET_PRICE_LOW}} - {{CURRENCY}}{{TARGET_PRICE_HIGH}}
    评级: {{RATING}}

Slide 3:  公司概览 (Company Overview)
    {{COMPANY_DESCRIPTION}}

SKILL.md 不止这些内容，安装后可阅读全文。

技能包内容

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