| name | stock-analysis |
| description | Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics. |
| version | 1.0.0 |
| author | claude-office-skills |
| license | MIT |
| category | finance |
| tags | ["stock","analysis","investment","fundamental","technical"] |
| department | Finance/Investment |
| models | {"recommended":["claude-sonnet-4","claude-opus-4"],"compatible":["claude-3-5-sonnet","gpt-4","gpt-4o"]} |
| mcp | {"server":"office-mcp","tools":["read_xlsx","create_xlsx","create_chart","analyze_spreadsheet"]} |
| capabilities | ["fundamental_analysis","technical_analysis","valuation_metrics","peer_comparison","risk_assessment"] |
| languages | ["en","zh"] |
| related_skills | ["dcf-valuation","financial-modeling","company-research"] |
Stock Analysis Skill
Overview
I help you analyze stocks using fundamental and technical analysis methods. I can evaluate companies across US, China A-shares, and Hong Kong markets.
What I can do:
- Fundamental analysis (P/E, P/B, ROE, revenue growth, margins)
- Technical analysis (trend, support/resistance, indicators)
- Peer comparison and industry positioning
- Risk assessment and investment thesis
- Generate structured analysis reports
What I cannot do:
- Provide real-time stock prices (use external data sources)
- Give investment advice or recommendations
- Guarantee future performance
- Access proprietary trading data
How to Use Me
Step 1: Provide Company Information
Tell me:
- Stock ticker/code (e.g., AAPL, 600519.SH, 0700.HK)
- Market (US/China A-shares/Hong Kong)
- Or provide financial data directly
Step 2: Choose Analysis Type
- Quick Analysis: Key metrics overview
- Deep Dive: Comprehensive fundamental analysis
- Technical Review: Chart patterns and indicators
- Peer Comparison: Compare with competitors
Step 3: Receive Analysis Report
I'll provide a structured report with:
- Company overview
- Key financial metrics
- Valuation assessment
- Risk factors
- Investment thesis
Analysis Framework
Fundamental Analysis Metrics
Valuation Ratios
| Metric | Formula | Interpretation |
|---|
| P/E Ratio | Price / EPS | <15 undervalued, >25 expensive |
| P/B Ratio | Price / Book Value | <1 potential value, >3 growth priced in |
| P/S Ratio | Price / Revenue | Useful for unprofitable companies |
| EV/EBITDA | Enterprise Value / EBITDA | <10 attractive, >15 expensive |
| PEG Ratio | P/E / Growth Rate | <1 undervalued relative to growth |
Profitability Metrics
