StockAnalyser Traceable stock research

Turn a stock question into a dashboard you can check.

StockAnalyser researches A-share, Hong Kong, and US equities, screens factors, backtests strategies, and checks portfolio risk. Every number carries its source and as-of time, and the result supports your decision rather than promising returns.

Deliverables Dashboard Backtest Order draft

Download Orkas and start

StockAnalyserExample

Research dashboard · 700.HK

Quote, daily history, and filings checked first; each scenario names what would invalidate it.

Research dashboard · 700.HK Sample

Sample 700.HKHKEX · HKD12-month horizon

Daily bars · forward-adjusted

Evidence Source As of Status Quote Tencent 16:10 HKTClose History AKShare2026-10-19Complete Filings Annual report FY20252 gaps

What it can finish

Three analysis tasks with numbers you can trace.

Use it when a market question needs sourced data, stated assumptions, and a clear downside.

StockAnalyserExample

6 research priorities from 24 names

Screen an A/HK/US watchlist on the technical, fundamental, and valuation factors that are actually covered. Each rank shows its factor components and coverage, and it is a research priority, not a buy list.

FACTOR SCREEN 6 research priorities from 24 names

#Symbol Score Coverage 1600519.SH0.819/102MSFT0.7610/103700.HK0.728/104300750.SZ0.695/10

Relative research priority, not a buy or sell signal

BACKTEST REVIEW After costs, the strategy trails its benchmark

5.8%Net CAGR 7.1%Benchmark −18.4%Max drawdown

Signal applied on the next bar 8 bps fees + 5 bps slippage Edge gone at 2× costs

Historical test, not a forecast

PORTFOLIO RISK 58% in one sector; the order stays a paper draft

Technology weight 58%Top holding 31%1-day VaR 95% −2.4%Tech −15% shock −8.7%

PAPER DRAFT Sell 100 × 700.HK · limit Pre-trade checks passed Live order needs your authorization

24-name watchlist → 6 research priorities

Rank a cross-market watchlist on covered factors, with coverage shown for every name.

StockAnalyserExample

After costs, the strategy trails its benchmark

Test an SMA 20/60 crossover with fees, slippage, and a one-bar signal delay against a passive benchmark. The review reports drawdown and turnover, and flags that the edge disappears once costs rise.

FACTOR SCREEN 6 research priorities from 24 names

#Symbol Score Coverage 1600519.SH0.819/102MSFT0.7610/103700.HK0.728/104300750.SZ0.695/10

Relative research priority, not a buy or sell signal

BACKTEST REVIEW After costs, the strategy trails its benchmark

5.8%Net CAGR 7.1%Benchmark −18.4%Max drawdown

Signal applied on the next bar 8 bps fees + 5 bps slippage Edge gone at 2× costs

Historical test, not a forecast

PORTFOLIO RISK 58% in one sector; the order stays a paper draft

Technology weight 58%Top holding 31%1-day VaR 95% −2.4%Tech −15% shock −8.7%

PAPER DRAFT Sell 100 × 700.HK · limit Pre-trade checks passed Live order needs your authorization

One strategy idea → a reviewed backtest

Test the idea with costs, signal delay, a benchmark, and the limits of the sample.

StockAnalyserExample

58% in one sector; the order stays a paper draft

Measure concentration, volatility, drawdown, historical VaR, and a sector shock for the current holdings. A rebalance option becomes a paper order draft that passes lot-size, cash, and limit checks; going live needs your explicit approval.

FACTOR SCREEN 6 research priorities from 24 names

#Symbol Score Coverage 1600519.SH0.819/102MSFT0.7610/103700.HK0.728/104300750.SZ0.695/10

Relative research priority, not a buy or sell signal

BACKTEST REVIEW After costs, the strategy trails its benchmark

5.8%Net CAGR 7.1%Benchmark −18.4%Max drawdown

Signal applied on the next bar 8 bps fees + 5 bps slippage Edge gone at 2× costs

Historical test, not a forecast

PORTFOLIO RISK 58% in one sector; the order stays a paper draft

Technology weight 58%Top holding 31%1-day VaR 95% −2.4%Tech −15% shock −8.7%

PAPER DRAFT Sell 100 × 700.HK · limit Pre-trade checks passed Live order needs your authorization

Current holdings → a risk check and order draft

See where the risk sits, then review a constraint-checked draft before anything is submitted.

How it works

From one request to a reviewable delivery.

Ask the market question

Name the security, portfolio, or strategy, plus the market and horizon you care about.

Data before opinions

Quotes and daily history come from market-data APIs before any web search; a failed source is reported, never guessed.

Checks run in code

Deterministic calculations apply costs, look-ahead guards, risk measures, and market rules.

Review the dashboard

Read the method, downside, scenarios, and gaps; orders stay drafts until you authorize one.

Start your first analysis with StockAnalyser.

Install Orkas, choose a model, then describe the security, portfolio, or strategy.

Download Orkas

Install

Download the build for your computer and complete the normal system prompts.

Choose a model

Use an available official model or connect a supported provider.

Add your data (optional)

Attach a CSV or JSON price or portfolio file, or let it fetch quotes and daily history.

FAQ

Questions before you start.

What should I provide?

Provide the security, portfolio, or strategy, the market and horizon, and optionally a CSV or JSON data file.

Can it place trades?

By default it prepares order drafts or paper trades. A live order needs your explicit authorization of that exact order, a connected broker, and passing pre-trade checks.

Is this investment advice?

No. It delivers research, backtests, and risk checks with sources and limits to support your own decisions, and it never promises returns.

Bring the next market question to StockAnalyser.

Set the market and horizon, review the method, and get a dashboard with sources, downside, and open gaps.

Download Orkas — free

Turn a stock question into a dashboard you can check.

Three analysis tasks with numbers you can trace.

24-name watchlist → 6 research priorities

One strategy idea → a reviewed backtest

Current holdings → a risk check and order draft

From one request to a reviewable delivery.

Ask the market question

Data before opinions

Checks run in code

Review the dashboard

Start your first analysis with StockAnalyser.

Install

Choose a model

Add your data (optional)

Questions before you start.

Often used together

Related use cases

Bring the next market question to StockAnalyser.