stock-analysis

# Stock Analysis v6.1 Analyze US stocks and cryptocurrencies with 8-dimension analysis, portfolio management, watchlists, alerts, dividend analysis, and **viral trend detection**. ## What's New in v6.2 - 🔮 **Rumor Scanner** — Early signals before mainstream news - M&A rumors and takeover bids - Insider buying/selling activity - Analyst upgrades/downgrades - Twitter/X "hearing that...", "sources say..." detection - 🎯 **Impact Scoring** — Rumors ranked by potential market impact ## What's in v6.1 - 🔥 **Hot Scanner** — Find viral stocks & crypto across multiple sources - 🐦 **Twitter/X Integration** — Social sentiment via bird CLI - 📰 **Multi-Source Aggregation** — CoinGecko, Google News, Yahoo Finance - ⏰ **Cron Support** — Daily trend reports ## What's in v6.0 - 🆕 **Watchlist + Alerts** — Price targets, stop losses, signal changes - 🆕 **Dividend Analysis** — Yield, payout ratio, growth, safety score - 🆕 **Fast Mode** — `--fast` skips slow analyses (insider, news) - 🆕 **Improved Performance** — `--no-insider` for faster runs ## Quick Commands ### Stock Analysis ```bash # Basic analysis uv run {baseDir}/scripts/analyze_stock.py AAPL # Fast mode (skips insider trading & breaking news) uv run {baseDir}/scripts/analyze_stock.py AAPL --fast # Compare multiple uv run {baseDir}/scripts/analyze_stock.py AAPL MSFT GOOGL # Crypto uv run {baseDir}/scripts/analyze_stock.py BTC-USD ETH-USD ``` ### Dividend Analysis (NEW v6.0) ```bash # Analyze dividends uv run {baseDir}/scripts/dividends.py JNJ # Compare dividend stocks uv run {baseDir}/scripts/dividends.py JNJ PG KO MCD --output json ``` **Dividend Metrics:** - Dividend Yield & Annual Payout - Payout Ratio (safe/moderate/high/unsustainable) - 5-Year Dividend Growth (CAGR) - Consecutive Years of Increases - Safety Score (0-100) - Income Rating (excellent/good/moderate/poor) ### Watchlist + Alerts (NEW v6.0) ```bash # Add to watchlist uv run {baseDir}/scripts/watchlist.py add AAPL # With price target alert uv run {baseDir}/scripts/watchlist.py add AAPL --target 200 # With stop loss alert uv run {baseDir}/scripts/watchlist.py add AAPL --stop 150 # Alert on signal change (BUY→SELL) uv run {baseDir}/scripts/watchlist.py add AAPL --alert-on signal # View watchlist uv run {baseDir}/scripts/watchlist.py list # Check for triggered alerts uv run {baseDir}/scripts/watchlist.py check uv run {baseDir}/scripts/watchlist.py check --notify # Telegram format # Remove from watchlist uv run {baseDir}/scripts/watchlist.py remove AAPL ``` **Alert Types:** - 🎯 **Target Hit** — Price >= target - 🛑 **Stop Hit** — Price <= stop - 📊 **Signal Change** — BUY/HOLD/SELL changed ### Portfolio Management ```bash # Create portfolio uv run {baseDir}/scripts/portfolio.py create "Tech Portfolio" # Add assets uv run {baseDir}/scripts/portfolio.py add AAPL --quantity 100 --cost 150 uv run {baseDir}/scripts/portfolio.py add BTC-USD --quantity 0.5 --cost 40000 # View portfolio uv run {baseDir}/scripts/portfolio.py show # Analyze with period returns uv run {baseDir}/scripts/analyze_stock.py --portfolio "Tech Portfolio" --period weekly ``` ### 🔥 Hot Scanner (NEW v6.1) ```bash # Full scan - find what's trending NOW python3 {baseDir}/scripts/hot_scanner.py # Fast scan (skip social media) python3 {baseDir}/scripts/hot_scanner.py --no-social # JSON output for automation python3 {baseDir}/scripts/hot_scanner.py --json ``` **Data Sources:** - 📊 CoinGecko Trending — Top 15 trending coins - 📈 CoinGecko Movers — Biggest gainers/losers - 📰 Google News — Finance & crypto headlines - 📉 Yahoo Finance — Gainers, losers, most active - 🐦 Twitter/X — Social sentiment (requires auth) **Output:** - Top trending by mention count - Crypto highlights with 24h changes - Stock movers by category - Breaking news with tickers **Twitter Setup (Optional):** 1. Install bird: `npm install -g @steipete/bird` 2. Login to x.com in Safari/Chrome 3. Create `.env` with `AUTH_TOKEN` and `CT0` ### 🔮 Rumor Scanner (NEW v6.2) ```bash # Find early signals, M&A rumors, insider activity python3 {baseDir}/scripts/rumor_scanner.py ``` **What it finds:** - 🏢 **M&A Rumors** — Merger, acquisition, takeover bids - 👔 **Insider Activity** — CEO/Director buying/selling - 📊 **Analyst Actions** — Upgrades, downgrades, price target changes - 🐦 **Twitter Whispers** — "hearing that...", "sources say...", "rumor" - ⚖️ **SEC Activity** — Investigations, filings **Impact Scoring:** - Each rumor is scored by potential market impact (1-10) - M&A/Takeover: +5 points - Insider buying: +4 points - Upgrade/Downgrade: +3 points - "Hearing"/"Sources say": +2 points - High engagement: +2 bonus **Best Practice:** Run at 07:00 before US market open to catch pre-market signals. ## Analysis Dimensions (8 for stocks, 3 for crypto) ### Stocks | Dimension | Weight | Description | |-----------|--------|-------------| | Earnings Surprise | 30% | EPS beat/miss | | Fundamentals | 20% | P/E, margins, growth | | Analyst Sentiment | 20% | Ratings, price targets | | Historical | 10% | Past earnings reactions | | Market Context | 10% | VIX, SPY/QQQ trends | | Sector | 15% | Relative strength | | Momentum | 15% | RSI, 52-week range | | Sentiment | 10% | Fear/Greed, shorts, insiders | ### Crypto - Market Cap & Category - BTC Correlation (30-day) - Momentum (RSI, range) ## Sentiment Sub-Indicators | Indicator | Source | Signal | |-----------|--------|--------| | Fear & Greed | CNN | Contrarian (fear=buy) | | Short Interest | Yahoo | Squeeze potential | | VIX Structure | Futures | Stress detection | | Insider Trades | SEC EDGAR | Smart money | | Put/Call Ratio | Options | Sentiment extreme | ## Risk Detection - ⚠️ **Pre-Earnings** — Warns if < 14 days to earnings - ⚠️ **Post-Spike** — Flags if up >15% in 5 days - ⚠️ **Overbought** — RSI >70 + near 52w high - ⚠️ **Risk-Off** — GLD/TLT/UUP rising together - ⚠️ **Geopolitical** — Taiwan, China, Russia, Middle East keywords - ⚠️ **Breaking News** — Crisis keywords in last 24h ## Performance Options | Flag | Effect | Speed | |------|--------|-------| | (default) | Full analysis | 5-10s | | `--no-insider` | Skip SEC EDGAR | 3-5s | | `--fast` | Skip insider + news | 2-3s | ## Supported Cryptos (Top 20) BTC, ETH, BNB, SOL, XRP, ADA, DOGE, AVAX, DOT, MATIC, LINK, ATOM, UNI, LTC, BCH, XLM, ALGO, VET, FIL, NEAR (Use `-USD` suffix: `BTC-USD`, `ETH-USD`) ## Data Storage | File | Location | |------|----------| | Portfolios | `~/.clawdbot/skills/stock-analysis/portfolios.json` | | Watchlist | `~/.clawdbot/skills/stock-analysis/watchlist.json` | ## Limitations - Yahoo Finance may lag 15-20 minutes - Short interest lags ~2 weeks (FINRA) - Insider trades lag 2-3 days (SEC filing) - US markets only (non-US incomplete) - Breaking news: 1h cache, keyword-based ## Disclaimer ⚠️ **NOT FINANCIAL ADVICE.** For informational purposes only. Consult a licensed financial advisor before making investment decisions.