xvary-stock-research

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:

1. Pull SEC fundamentals and filing metadata from tools/edgar.py.
2. Pull quote and valuation context from tools/market.py.
3. Apply framework from references/methodology.md.
4. Compute scorecard using references/scoring.md.
5. Output structured analysis with verdict, pillars, risks, and kill criteria.

/score {ticker}

Run score-only workflow:

1. Pull minimum required EDGAR and market fields.
2. Compute Momentum, Stability, Financial Health, and Upside Estimate.
3. Return score table + short interpretation + top sensitivity checks.

/compare {ticker1} vs {ticker2}

Run side-by-side workflow:

1. Execute /score logic for both tickers.
2. Compare conviction drivers, key risks, and valuation asymmetry.
3. 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:

1. Verdict (Constructive / Neutral / Cautious)
2. Conviction Rationale (3-5 bullets)
3. XVARY Scores (Momentum, Stability, Financial Health, Upside)