技能要求:
Python
经验要求:
5-10年经验
工作描述:
项目编号:【188975】
一、产品简介
AI驱动的美股投资分析与投资建议平台,旨在将复杂的财务报表和电话会议内容转化为结构化、易理解的投资洞察,并向用户提供投资分析与参考建议,适合时间有限但希望深入了解公司基本面的投资者。
二、核心功能模块
1. 财报电话会议分析:自动解析每次电话会议文字记录,生成六个维度的智能摘要(风险与机会、内容总结、关键数据、分析师问答、情绪分析、战略方向)。
2. 财报分类与AI问答:支持对10Q/10K/8K/6K等财务文件的AI问答检索,并对损益表、资产负债表、现金流量表、财务比率四大报表进行对比分析。
3. 公司排行榜:提供争议性公司、影响力CEO、竞争性公司三大榜单。
4. 市场热点追踪:通过Top Movers功能,从AI视角解读股价波动背后的原因。
5. 资讯模块:聚合上市公司相关的最新市场资讯。
6. 投资建议/分析模块:基于以上数据,向用户输出投资分析与参考建议。
三、技术要求
- Web平台,需集成AI/大模型能力
- 接入美股行情与财报数据源
- 实时数据处理与展示
参考案例 Reference: https://www.proginn.com/w/1576829
备注:如平台面向真实用户提供投资建议,请注意相关金融监管与合规要求。
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I. Product Overview
An AI-powered US stock investment analysis and advisory platform. Its goal is to transform complex financial statements and earnings-call transcripts into structured, easy-to-digest investment insights, and to provide users with investment analysis and reference recommendations. Especially suited for investors who have limited time but want a deeper understanding of company fundamentals.
II. Core Feature Modules
1. Earnings Call Analysis: Automatically parses each earnings-call transcript and generates intelligent summaries across six dimensions (Risks & Opportunities, Content Summary, Key Figures, Analyst Q&A, Sentiment Analysis, Strategic Direction).
2. Financial Report Categorization & AI Q&A: Supports AI Q&A retrieval over filings such as 10Q/10K/8K/6K, plus comparative analysis of the four core statements (Income Statement, Balance Sheet, Cash Flow Statement, Financial Ratios).
3. Company Rankings: Provides three ranking categories — Polarizing Companies, Influential CEOs, and Competitive Companies.
4. Market Hotspot Tracking: A "Top Movers" feature that interprets the reasons behind stock price movements from an AI perspective.
5. News & Information: Aggregates the latest market news related to listed companies.
6. Investment Advisory / Analysis Module: Based on the above data, outputs investment analysis and reference recommendations to users.
III. Technical Requirements
- Web platform with integrated AI / large-language-model capabilities
- Integration with US stock market data and financial-filing data sources
- Real-time data processing and presentation
Reference case: https://www.proginn.com/w/1576829
Note: If the platform provides investment advice to real users, please be aware of relevant financial regulatory and compliance requirements.