stock-analysis

name	stock-analysis
description	Comprehensive stock analysis with fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns), stock comparisons, and investment report generation. Use when user requests deep analysis of stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a full report on Microsoft").

Stock Analysis

Overview

Perform comprehensive analysis of stocks covering fundamental analysis (financials, business quality, valuation), technical analysis (indicators, trends, patterns), peer comparisons, and generate detailed investment reports. Uses Finclaw's built-in financial data tools for real-time data.

Data Tools Available

Use these built-in tools — no web search needed for financial data:

Tool	What it returns
stock_quote(symbol)	Current price, day change, volume, market cap, P/E, 52-week range
stock_history(symbol, period)	Historical OHLCV data with performance summary
fundamentals(symbol)	Valuation, profitability, growth, financial health metrics
balance_sheet(symbol, freq)	Assets, liabilities, equity
cashflow(symbol, freq)	Operating/investing/financing cash flows
income_statement(symbol, freq)	Revenue, expenses, profit
insider_transactions(symbol)	Recent insider buying/selling
technical_indicators(symbol, indicators)	RSI, MACD, Bollinger Bands, SMA/EMA, ATR
stock_news(symbol)	Recent news articles
related_tickers(symbol)	Peers, competitors, sector ETFs
sector_performance(period)	All sectors and benchmarks comparison

Also check WATCHLIST.md — if the stock is watched, reference the user's thesis and your existing opinion.

Analysis Types

1. Basic Stock Info - Quick overview with key metrics
2. Fundamental Analysis - Deep dive into business, financials, valuation
3. Technical Analysis - Chart patterns, indicators, trend analysis
4. Comprehensive Report - Complete analysis combining all approaches

Analysis Workflows

1. Basic Stock Information

Steps:

1. stock_quote(symbol) — price, change, volume, market cap, P/E
2. stock_news(symbol, limit=5) — recent developments
3. Present concise summary with investment context

2. Fundamental Analysis

Steps:

1. fundamentals(symbol) — all key ratios and metrics
2. income_statement(symbol, freq="quarterly") — recent 4 quarters
3. cashflow(symbol, freq="quarterly") — free cash flow trend
4. Read references/fundamental-analysis.md for analytical framework
5. Read references/financial-metrics.md for metric definitions
6. Generate output following references/report-template.md

Critical analyses:

• Profitability trends (improving/declining margins)
• Cash flow quality (FCF vs reported earnings)
• Balance sheet strength (debt, liquidity)
• Growth sustainability (revenue + EPS trends)
• Valuation vs peers and historical average

3. Technical Analysis

Steps:

1. technical_indicators(symbol, indicators=["rsi", "macd", "macds", "macdh", "boll", "boll_ub", "boll_lb", "close_50_sma", "close_200_sma"]) — key indicators
2. stock_history(symbol, period="3mo") — recent price action
3. Read references/technical-analysis.md for interpretation framework
4. Identify trend, support/resistance, overbought/oversold, and pattern signals

4. Comprehensive Investment Report

Steps:

1. Gather all data: stock_quote, fundamentals, income_statement, cashflow, technical_indicators, stock_news, related_tickers
2. Read references/report-template.md for structure
3. Synthesize: bull case + bear case + recommendation
4. Generate report: Buy/Hold/Sell + target price + conviction + entry strategy

Stock Comparison Analysis

Steps:

1. Run stock_quote + fundamentals + technical_indicators for each ticker
2. Create side-by-side metrics table
3. Identify relative strengths (fundamentals, technicals, valuation)
4. Generate recommendation: which is more attractive and why

Reference Files

Load these from the skill directory when needed:

• references/fundamental-analysis.md — Business quality, financial health, valuation frameworks, red flags
• references/technical-analysis.md — Indicator definitions, chart patterns, support/resistance
• references/financial-metrics.md — All key metric formulas and definitions
• references/report-template.md — Complete report structure and formatting

Output Guidelines

• Use tables for financial data and comparisons
• Bold key metrics and findings
• Present both bull and bear perspectives
• Always integrate context from WATCHLIST.md if stock is watched
• Reference the user's investment thesis when giving recommendations
• Include conviction level and key risk factors