ChrisWiles/stock-analysis

ChrisWiles のプロフィール

記録された最新のソース活動: 2026年3月24日 19:19

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# Stock Analysis Automated daily and weekly stock market reports, written in plain English for everyday investors. Powered by [Claude Code](https://claude.ai/code) — an AI coding assistant that runs in your terminal. Focused on two big themes: 1. **The AI / Data Center Buildout** — chip makers (NVIDIA, AMD), cloud giants (Amazon, Microsoft, Google), power companies, networking 2. **Defense & Cybersecurity** — defense contractors (Lockheed, RTX), AI defense (Palantir), cybersecurity (CrowdStrike, Palo Alto) --- ## What You Get - **Daily reports** (weekdays) — What happened today, how your stocks moved, any news that matters, and what to do about it - **Weekly reports** (Saturdays) — The big picture: trends, company deep dives, buy/hold/watch recommendations, what's coming next week - **Quick checks** (on-demand) — Ask "how are my stocks?" anytime during market hours Every report references the previous one so you can track how things change over time. --- ## Setup Guide (Mac) ### Step 1: Install Claude Code Open your **Terminal** app (search "Terminal" in Spotlight, or find it in Applications → Utilities). Copy and paste this command: ```bash curl -fsSL https://claude.ai/install.sh | bash ``` This downloads and installs Claude Code. When it's done, close and reopen your terminal. **Verify it worked:** ```bash claude --version ``` You should see a version number. If you get "command not found", try closing and reopening your terminal. > **Alternative install methods:** > - Homebrew: `brew install --cask claude-code` > - npm (requires Node.js 18+): `npm install -g @anthropic-ai/claude-code` ### Step 2: Log In Run: ```bash claude ``` A browser window will open asking you to sign in to your Anthropic account. You need a **Pro, Max, Teams, or Enterprise** plan. Once you're logged in, you can close that first session (type `/exit` or press `Ctrl+C`). ### Step 3: Clone This Repo ```bash cd ~/Documents git clone https://github.com/ChrisWiles/stock-analysis.git cd stock-analysis ``` ### Step 4: Run Claude Code in Auto Mode Auto mode lets Claude run without asking permission for every action — it uses built-in safety checks instead of prompting you constantly. This is what you want for automated reports. ```bash claude --enable-auto-mode ``` That's it. You're in. Claude Code is now running inside the stock-analysis project with full access to generate reports, search the web, and commit results. --- ## How to Use It Once you're in Claude Code (inside the `stock-analysis` folder), just type what you want in plain English: ### Generate Reports | What to Type | What Happens | |-------------|--------------| | `run daily report` | Generates today's market report with prices, news, and recommendations | | `run weekly report` | Generates the full weekly analysis with trends and buy/hold/watch picks | | `check stocks` | Quick update on how your watchlist is doing right now | | `/stock-analysis` | Same as "run daily report" (shortcut) | ### Manage Your Watchlist | What to Type | What Happens | |-------------|--------------| | `add TSLA to watchlist` | Adds a new stock to track (it'll ask you for details) | | `remove JNPR from watchlist` | Stops tracking a stock | | `update NVDA buy zone to 110-130` | Changes your target buy price | | `show my watchlist` | Lists all stocks you're tracking | ### Set Up Automatic Schedules | What to Type | What Happens | |-------------|--------------| | `schedule stock analysis` | Sets up daily (weekday mornings) and weekly (Saturday) auto-reports | | `start monitoring` | Turns on 30-minute price checks during market hours | | `stop monitoring` | Turns off the price checks | ### Reading Your Reports Reports are saved as markdown files in this repo: ``` reports/daily/2026-03-24.md ← Today's report reports/weekly/2026-W13.md ← This week's summary reports/latest/daily.md ← Always the most recent daily reports/latest/weekly.md ← Always the most recent weekly ``` Open them in any text editor, or view them on GitHub where the markdown renders nicely. --- ## Quick Start (TL;DR) ```bash # Install Claude Code curl -fsSL https://claude.ai/install.sh | bash # Clone and enter the project git clone https://github.com/ChrisWiles/stock-analysis.git cd stock-analysis # Start Claude Code in auto mode claude --enable-auto-mode # Then just type: # "run daily report" # "schedule stock analysis" ``` --- ## What's Being Tracked ### AI & Data Center Buildout - **Chip Makers**: NVIDIA, AMD, Broadcom, TSMC, Marvell, Arm, ASML, Micron - **Cloud Giants**: Amazon (AWS), Microsoft (Azure), Google (GCP), Meta, Oracle - **Power for Data Centers**: Vistra, Constellation Energy, GE Vernova, Oklo, NuScale - **Cooling & Infrastructure**: Vertiv - **Networking**: Arista Networks, Coherent ### Defense & Cybersecurity - **Defense**: Lockheed Martin, RTX, Northrop Grumman, Palantir, Rocket Lab, Kratos - **Cybersecurity**: CrowdStrike, Palo Alto Networks, Zscaler, Cloudflare You can add or remove stocks anytime by telling Claude "add X to watchlist" or "remove X". --- ## How the Reports Read Reports are written in plain English — no Wall Street jargon. Here's what a stock entry looks like: | Stock | Price | Today | This Week | What to Do | |-------|-------|-------|-----------|------------| | NVDA (NVIDIA) | $142 | +2.3% | +4.1% | **Hold** — still in uptrend but price has run up. Wait for a dip to $120-135 to add more. | And company spotlights look like: > **NVDA — NVIDIA** > **What they do**: Makes the GPUs powering AI training and inference > **Is it cheap?**: Fair — high P/E but exceptional growth justifies it > **Is it growing?**: Yes — AI demand driving record data center revenue > **Bottom line**: Core holding for the AI buildout. Buy on pullbacks to $120-135. --- ## Scheduling | Report | When | How | |--------|------|-----| | Daily | Weekday mornings ~9:57 AM ET | Automatic (after you say "schedule stock analysis") | | Weekly | Saturday ~10:23 AM ET | Automatic | | Quick Check | Anytime you want | Type "check stocks" or use `/loop 30m check stocks` for auto-checks every 30 min | **Note**: Schedules within a Claude Code session expire after a few days. When you start a new session, just say "schedule stock analysis" again to re-activate them. You can also use Claude Code's cloud scheduling (`/schedule`) for schedules that survive when your computer is off. --- ## Data Sources All data comes from free, publicly available sources: - **Prices**: Yahoo Finance, Finviz, StockAnalysis.com (may be delayed 15-20 min) - **News**: Reuters, Bloomberg, CNBC, Seeking Alpha, Barron's - **Earnings verification**: SEC EDGAR filings - **No paid APIs required** — everything works out of the box --- ## Project Structure ``` stock-analysis/ ├── config/ │ ├── watchlist.json ← Your stocks, buy zones, and conviction levels │ ├── sectors.json ← How stocks are organized by sector │ └── schedule.json ← Schedule definitions (daily, weekly, intraday) ├── reports/ │ ├── daily/ ← Daily reports (YYYY-MM-DD.md) │ ├── weekly/ ← Weekly reports (YYYY-WNN.md) │ └── latest/ ← Always has the most recent daily and weekly ├── data/ │ └── snapshots/ ← Price data snapshots (JSON, for trend tracking) ├── .claude/ │ └── skills/ ← The AI skill that generates reports ├── CLAUDE.md ← Instructions for Claude Code └── README.md ← You are here ``` --- ## Troubleshooting **"command not found: claude"** Close and reopen your terminal after installing. If that doesn't work, try `source ~/.zshrc`. **"You need a Pro/Max/Teams plan"** Claude Code requires a paid Anthropic plan. Sign up at [claude.ai](https://claude.ai). **Reports seem stale or schedules stopped** Schedules expire after a few days. Just say "schedule stock analysis" to set them up again. For persistent scheduling, use `/schedule` (runs on Anthropic's cloud). **Prices seem delayed** Free data sources have a 15-20 minute delay. This is normal and fine for long-term investing decisions. --- **Not financial advice.** This tool helps you stay informed, but always do your own research before making investment decisions.

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stock-analysis

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Run daily and weekly stock market analysis covering AGI buildout (data centers, semiconductors, cloud, power, cooling, networking) and defense/cyber sectors. Generates plain-English reports for everyday investors with clear buy/hold/watch recommendations,…

原文の言語: 英語

2026-03-24

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AI アシスタントでインストール

このプロンプトをコピーして、使用中の AI アシスタントに送ってください。

Follow https://skillsmp.com/skill-install/prompt.md to install Agent Skills from https://github.com/ChrisWiles/stock-analysis.