Finance Track
How do I use AI for research, due diligence, and valuation — without being lied to
Junze Think Tank's signature path. From annual-report OCR to DCF modelling and multi-agent research pipelines — every conclusion ships with verification gates and traceable sources.
- Readable lessons
- 33lessons
- In progress
- 0lessons
- Est. hours
- 36hours
- Stages
- 4
After this stage you can：You know the vocabulary, what it can do, and have run it once
- 01Where AI Fits in the Research Process: What to Delegate and What to Keep
把投資研究流程拆成七個環節，逐一判斷哪些能交給 AI、哪些只能讓 AI 輔助、哪些一步都不能讓，並給出一張可直接套用的分工表與落地檢查清單，幫你畫清 AI 的能力邊界與責任邊界。
9 minChinese only - 02How Machines Read Financials: From PDF to Structured Data
財報分析自動化的第一道瓶頸是機器讀不進 PDF。本文拆解文字層抽取、OCR 與版面分析三條路徑，解釋財報表格為什麼特別難讀、OCR 之後為什麼必須人工校對，並給出結構化輸出（JSON schema）的設計概念。
10 min1 prerequisiteChinese only - 03Hallucination Risk in Finance: The Three Most Expensive Mistakes
AI 幻覺在金融場景的代價被嚴重低估。本文拆解三種最貴的錯誤——編造數字、混淆期間與公司、用推論填補缺口——解釋每種錯誤的成因，並給出四道可落地的防線：強制引用、分開統計、低信心棄權與人工複核。
9 min1 prerequisiteChinese only - 04A Map of HK Equity Research Sources: HKEX Filings, Annual Reports, and Third-Party Data
研究一家港股公司，資訊從哪裡來、哪些可信、哪些只能當線索？本文把港股調研資訊源分成五個可信度層級——法定披露、公司官方、第三方資料庫、行情數據源與新聞研報，並給出一張「問題到來源」的對照表。
9 min1 prerequisiteChinese only - 05Webb-Site: The Essential Hidden Treasure for Hong Kong Stock Research, a One-Click Tool to Get Annual Report PDFs for All Listed Companies
David Webb's independent Hong Kong stock database webb-site.com is an overlooked treasure. It directly provides PDF links from hkexnews.hk, listing on one page all annual reports and interim reports of a company from listing to present, completely bypassing hkexnews's internal stock ID restrictions. This article includes a complete usage tutorial, a known ID mapping table, and a batch download solution.
10 min1 prerequisite - 06A 30-Minute Quick Due Diligence Pass on One Company
一個可以照做的 30 分鐘快速盡調流程：五個階段各自查什麼、去哪裡查、看到什麼算紅旗、要紀錄什麼，最後用一頁摘要模板收尾。目標不是投資結論，而是判斷一家公司值不值得投入深度研究。
11 min1 prerequisiteChinese only - 07Financial Data API Research: Injecting Market Data Capabilities into Agent Frameworks
Research on financial data APIs suitable for Agent frameworks: Hong Kong stocks, US stocks, macroeconomic data, with plans to integrate financial data analysis capabilities into OpenClaw.
7 min1 prerequisite - 08Your First Research Workflow: From Question to Traceable Conclusion
從一個模糊的研究問題出發，建立可回溯結論的完整工作流：拆解成可查證的子問題、為每個子問題指定獨立資訊源、用證據卡記錄、交叉驗證、標示不確定性，最後產出帶引用的結論頁。
11 min1 prerequisiteChinese only
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Curriculum structure last updated 2026-09-29. Content is still being filled in; lessons marked “in progress” are not live yet.