| name | xvary-stock-research |
| description | Thesis-driven equity analysis from public SEC EDGAR and market data; /analyze, /score, /compare workflows with bundled Python tools (Claude Code, Cursor, Codex). |
| type | skill |
| created | 2026-02-27T00:00:00.000Z |
| domain | life-learning |
| category | finance |
| risk | safe |
| source | community |
| tags | ["skill","life-learning","finance","xvary","stock","research"] |
XVARY Stock Research Skill
Use this skill to produce institutional-depth stock analysis in Claude Code using public EDGAR + market data.
When to Use
- Use when you need a verdict-style equity memo (constructive / neutral / cautious) grounded in public filings and quotes.
- Use when you want named kill criteria and a four-pillar scorecard (Momentum, Stability, Financial Health, Upside) without a paid data terminal.
- Use when comparing two tickers with
/compare and need a structured differential, not a prose-only chat answer.
Commands
/analyze {ticker}
Run full skill workflow:
- Pull SEC fundamentals and filing metadata from
tools/edgar.py.
- Pull quote and valuation context from
tools/market.py.
- Apply framework from
references/methodology.md.
- Compute scorecard using
references/scoring.md.
- Output structured analysis with verdict, pillars, risks, and kill criteria.
/score {ticker}
Run score-only workflow:
- Pull minimum required EDGAR and market fields.
- Compute Momentum, Stability, Financial Health, and Upside Estimate.
- Return score table + short interpretation + top sensitivity checks.
/compare {ticker1} vs {ticker2}
Run side-by-side workflow:
- Execute
/score logic for both tickers.
- Compare conviction drivers, key risks, and valuation asymmetry.
- Return winner by setup quality, plus conditions that would flip the view.
Execution Rules
- Normalize all tickers to uppercase.
- Prefer latest annual + quarterly EDGAR datapoints.
- Cite filing form/date whenever stating a hard financial figure.
- Keep analysis concise but decision-oriented.
- Use plain English, avoid generic finance fluff.
- Never claim certainty; surface assumptions and kill criteria.
Output Format
For /analyze {ticker} use this shape:
Verdict (Constructive / Neutral / Cautious)Conviction Rationale (3-5 bullets)XVARY Scores (Momentum, Stability, Financial Health, Upside)
