Yakha Imibiko Yocwaningo Lwezimali Ehlela Kalula Ngenani Le-DCF Elinqunywe Ngokuqinile

Lokho Okwenziwa I-Equity Research Agent

I-Equity Research Agent iguqula idatha yezezimali yomphakathi esesikhathini esithile ibe umbiko wocwaningo lwe-equity ngesiNgisi, onomphumela we-Word ohlelekekayo kanye ne-PDF ehambisanayo. Isekela amasheya ase-US, ama-A-share ase-Shanghai, kanye namasheya ase-Hong Kong, igcine amaphuzu abalulekile ezinombolo futhi ichaze inzuzo, ukuguqulwa kwemali, kanye nezimbangela zokulinganiswa kwenani.

Le phrojekthi ihlukanisa ukuqoqwa kwedatha, izibalo zezezimali, ukubuyekezwa kwemicabango, kanye nokufomethwa kwemibhalo. Injini yayo yezimali enqunywe ngemithetho ibala imiphumela yokulinganiswa kwenani endaweni, kanti i-DeepSeek ingasiza ukuhlola umbono wokutshalwa kwezimali futhi iphakamise imicabango engaba khona ye-DCF.

Izici Eziyinhloko

• Ukumbozwa kwezimakethe ezintathu: Khetha i-ticker yase-US, ikhodi yase-Shanghai enamadijithi ayisithupha, noma ikhodi yesitoko sase-Hong Kong.
• Okokufaka okucacile kokulinganiswa kwenani: Hlela ukukhula, ama-margin, intela, ukutshalwa kabusha, i-WACC, ukukhula okungapheli, i-ROIC, kanye nemicabango yokuxhumanisa i-equity.
• I-DCF enezimo ezintathu: Buyekeza izimo ze-bull, base, ne-bear ngokukhula, ama-margin, ukusetshenziswa kwemali ezimpahleni, kanye nezinguquko zemali yokusebenza ezihlukile ngesimo ngasinye.
• Ukulethwa okuhlelekekayo: Khipha umbiko we-Word kanye ne-PDF ehambisanayo, ezinhlelweni ze-Windows ezisekelwayo.
• Ubufakazi nomthombo wedatha: Gcina izithombe zedatha yomthombo, izinsuku, izimali, ama-hash, kanye nezifinyezo zokuqinisekisa.
• Ukuphinda usebenze ngaphandle kwe-inthanethi: Bala kabusha izithombe zezezimali ezifakiwe ngaphandle kokwenza isicelo ku-LLM.

Faka Futhi Uqalise I-Workspace

Udinga i-Python 3.10 noma eyakamuva. Kusuka kufolda ye-repository ekhishiwe, dala i-virtual environment, faka iphrojekthi nezincike zayo zokuhlola, bese uqala i-workspace yendawo.

python -m venv .venv
.venv/Scripts/python.exe -m pip install -e ".[test]"
.venv/Scripts/python.exe -m equity_research_agent.cli serve --port 8766

Vula i-http://127.0.0.1:8766 esipheqululini sakho. Ku-Windows, ungaphinda uqalise i-Start Workspace.cmd ngemva kokufaka.

Ukuqoqwa kwedatha yomphakathi bukhoma kudinga uxhumano lwe-inthanethi, kodwa akudingi ukhiye ohlukile we-API yedatha. I-DeepSeek ingokuzikhethela. Ukuze uyinike amandla, kopisha i-.env.example ibe yi-.env bese ufaka ukhiye wakho endaweni. Imininingwane yokungena ihlala endaweni yakho.

Dala Umbiko Oyisisekelo Wenkampani

Kwi-workspace, khetha imakethe kanye nephepha lenani eliqondile. Hlola ubunikazi benkampani obulayishiwe, imali yokubika, imali yokucaphuna, ukumbozwa kwedatha, kanye nezinkambu zokulinganiswa kwenani ezitholakalayo ngaphambi kokukhiqiza umbiko.

Ukuze uthole isibonelo esiphindaphindekayo esingaxhunyiwe ku-inthanethi, sebenzisa i-snapshot ye-NVIDIA enikeziwe:

.venv/Scripts/python.exe -m equity_research_agent.cli company --market US --symbol NVDA --snapshot examples/nvda/company_snapshot.json --skip-pdf

Lo myalo usebenzisa i-snapshot yenkampani egciniwe, ugwema isicelo semodeli, futhi ukhiqiza umbiko we-Word ngaphandle kokuzama ukuguqula ube yi-PDF. Ukuhamba komsebenzi okufanayo kungasetshenziswa kwamanye amasheya asekelwayo kusetshenziswa imakethe, uphawu, kanye ne-snapshot efanele noma okokufaka kwedatha yomphakathi bukhoma.

Lungiselela Imicabango Ye-DCF

Setha imicabango eqhuba ukulinganiswa kwenani ngokuqondile kwi-workspace. Okokufaka okutholakalayo kufaka ukukhula kwemali engenayo, ama-margin okusebenza, intela, ukutshalwa kabusha, i-WACC, ukukhula okungapheli, i-ROIC, kanye nokuxhumanisa phakathi kwe-enterprise ne-equity. Izilawuli zezimo zikuvumela ukuba ulungise ukukhula, ama-margin, ukusetshenziswa kwemali ezimpahleni, kanye nezinguquko zemali yokusebenza ku-bull naku-bear.

Injini yezimali isebenzisa le micabango ebuyekeziwe ukubala izimo ezintathu zokugeleza kwemali. Umbiko uveza imicabango, izibalo zonyaka ze-FCFF, ukugeleza kwemali okwehlisiwe, ukutshalwa kabusha kokugcina, kanye nokuxhumanisa phakathi kwe-enterprise ne-equity, esikhundleni sokufihla umqondo wokulinganiswa kwenani ngemuva kwenombolo eyodwa eqondiwe.

Xoxa Ngemicabango Ne-DeepSeek

Sebenzisa isixhumi esibonakalayo sengxoxo uma ufuna ukuhlola umbono wokutshalwa kwezimali kunokuba ufake imicabango kuphela. Faka umbuzo noma umbono wakho, futhi ngokuzikhethela unikeze izixhumanisi zemithombo yomphakathi. I-DeepSeek ibuyekeza ubufakazi obutholiwe, iphikise umbono, futhi iphakamise imicabango enobubanzi, izizathu, izinkomba, kanye nezimpikiswano eziphikisayo.

1. Faka umbono wakho noma umbuzo wokulinganiswa kwenani.
2. Engeza izixhumanisi zemithombo yomphakathi efanele uma zikhona.
3. Buyekeza ububanzi obuphakanyisiwe, ubufakazi, kanye nezimpikiswano eziphikisayo.
4. Khetha kuphela iziphakamiso ofuna ukuzisebenzisa.
5. Hlola ushintsho lokulinganiswa kwenani oluwumphumela enjinini yezimali yendawo.
6. Hlela noma yiziphi izinkambu ngesandla ngaphambi kokukhiqiza umbiko.

Imodeli iyaphakamisa futhi ibhale; injini yendawo ibala izinombolo. I-DeepSeek isethwe ngokuzenzakalelayo ekucabangeni okuphezulu kanye nomkhawulo wesabelomali oqoqekayo ongu-CNY 100. Isixhumi esibonakalayo asiphoqi ngokuzenzakalelayo iziphakamiso ukuthi zingene kumodeli: ukuzisebenzisa kusalokhu kuyisenzo esicacile somsebenzisi.

Buyekeza Umbiko Okhiqiziwe

Umbiko oqediwe uhlanganisa ukuhlaziywa kwezezimali, ukuboniswa kwe-DCF, amathebula ezibalo, ulwazi lokuzwela, imikhawulo yemithombo, kanye nemicabango yezimo edaluliwe. Ikhasi lokulinganiswa kwenani lihlanganisa izimo ezintathu zokugeleza kwemali nokuvalwa kwesitoko okunedethi, ukuxhumanisa kwe-equity, kanye nemicabango yokugcina.

Hlola ukuthi izimali zokubika nezokulinganisa zicacile, ukuthi ukuvalwa kwesitoko kunedethi, nokuthi okucatshangelwayo kuhambisana nesimo obuhlose ukusibuyekeza. Ezinhlelweni ezisekelwayo ze-Windows, ukuthunyelwa kwe-PDF kudinga i-Microsoft Word kanye ne-pdftoppm ye-Poppler ku-PATH, noma kudingeka kusetshenziswe i-variable yemvelo ethi EQUITY_PDFTOPPM. Ezinye izinhlelo zingakha idokhumenti ye-Word kusetshenziswa i---skip-pdf.

Qinisekisa Ukufakwa

Ngemva kokufaka, sebenzisa iqoqo lokuhlola lomphakathi lendawo yokugcina:

.venv/Scripts/python.exe -m pytest tests -q

Indawo yokugcina ibhala izivivinyo zomphakathi ezingu-35 ezihlanganisa injini yezezimali, imibiko yezinkampani, ukwakheka, ingxoxo yokucatshangelwayo, imizila ye-HTTP yasendaweni, nezilawuli zebhajethi. Ukuqinisekiswa kokukhishwa kuphinde kuhlole ukubalwa kabusha kwezezimali, ubunikazi be-DuPont, ukuguqulwa kwezimali, amanani amashadi, ukuvumelana kwamadokhumenti, kanye nomthombo wobufakazi.

Ukuqinisekisa kusungula ukuvumelana kwezibalo namadokhumenti, kodwa akuthathi indawo yokuqhathanisa namafayela omkhiphi noma yocwaningo lokutshalwa kwezimali oluqondene nenkampani.

Ukusetshenziswa Okuthuthukile Nemikhawulo Ebalulekile

Sebenzisa izithombe ezimisiwe ukuze ukwazi ukuphinda imiphumela

Izibonelo ezifakiwe zisekela ukuphinda kusetshenziswe ungaxhunyiwe ku-inthanethi kwezithombe zezimali nezimo ezigciniwe. Lokhu kuyasiza ekuhloleni, ekubuyekezeni ukwakheka kombiko, nasekuphindeni kukhiqizwe izibonelo ezinikeziwe ngaphandle kokwenza isicelo esisha semodeli.

Hlola ubufakazi ngaphambi kokwamukela okucatshangelwayo

Iziphakamiso ze-DeepSeek kufanele zibuyekezwe kanye nobubanzi bazo, izizathu, izinkomba, kanye nezimpikiswano eziphikisayo. Okucatshangelwayo okuvamile kudinga ukubuyekezwa okuqondene nenkampani, futhi izinkambu zedatha yesibili zingase zidinge ukuqhathaniswa namafayela omkhiphi.

Qonda ububanzi bomkhakha

I-FCFF yezinkampani ivaliwe kumabhange, kubadayisi bomshwalense, kuma-REIT, nakwezinye izinketho zomkhakha wezezimali. Amabhalansi onyaka angase futhi adinge ukubuyekezwa ukuze afake izabelo zakamuva, uxhaso lwezimali, kanye nokuncipha kwesabelo sobunikazi.

Bukeza ngokubonakalayo okuthunyelwa okusha

Indawo yokugcina ihlanganisa ukuqinisekiswa kwemibiko enikeziwe, kodwa ukuthunyelwa okusha kokulandisa nokwakheka kudinga ukubuyekezwa kwakho ngokubonakalayo. Qinisekisa ukuthi amashadi, amathebula okubala, izimali, izinsuku, namafayela alandiwe kuhambisana nokokufaka okukhethiwe.

Isiphetho

I-Equity Research Agent inikeza indlela ehlelekile esuka emaqinisweni omphakathi anedethi iye ocwaningweni olusobala noluhlelelekayo. Yifake endaweni yangakini, khetha isibambiso esisekelwayo, buyekeza noma xoxa ngokucatshangelwayo kwe-DCF, bala izimo usebenzisa injini enqumayo, bese uhlola umbiko we-Word noma we-PDF owenziwe. Phatha imiphumela njengemidwebo yocwaningo enemibandela, hhayi njengezilinganiso zokutshalwa kwezimali noma amanani okuhlosiwe aqinisekisiwe.