claude-stock-analyst

Master stock analyst system. Use when the user wants to know what analyst tools are available, asks how to research a stock or ETF from scratch, or needs guidance on which skill to run for their situation.

Side-by-side ETF comparison. Use when the user wants to compare two or more ETFs, decide between ETFs covering the same space, or understand the difference between similar funds.

Portfolio analysis for a mix of ETFs. Use when the user has multiple ETFs and wants to understand overlap, hidden concentration, factor exposure, or overall risk across the combined portfolio.

ETF overview and analysis. Use when the user asks about an ETF ticker, wants to understand what an ETF holds, or wants a first look at an exchange-traded fund.

Find and compare the best ETFs to express a sector or thematic view. Use when the user wants to invest in a sector, theme, or industry and needs to know which ETF is the right vehicle.

Balance sheet stress test for a stock. Use when the user asks about debt, leverage, liquidity, financial health, or whether a company can survive a downturn.

Earnings review for a stock. Use when the user mentions earnings, a quarterly report, or asks to review results for a company.

Deep dive analysis of a 10-K or 10-Q SEC filing. Use when the user shares or pastes a filing, asks about an annual report, quarterly report, or wants to know what changed in a filing.

Management quality scorecard for a stock. Use when the user asks about management, CEO, capital allocation, leadership quality, or insider ownership.

Competitive moat analysis for a stock. Use when the user asks about competitive advantage, moat, defensibility, pricing power, or how a company protects its market position.

Position monitoring framework for a stock I own. Use when the user says they own a stock and wants to know what to track, when to sell, or how to monitor their position.

Portfolio-level risk review across multiple positions. Use when the user lists multiple stocks or asks about portfolio risk, concentration, correlation, factor exposure, or overall portfolio health.

Red flag checklist for a stock. Use when the user asks about risks, warning signs, accounting concerns, governance issues, or whether something looks suspicious about a company.

Initial company screen for a stock or ticker. Use when the user asks for an overview, first look, or initial screen on a company or ticker symbol.

Sector and macro context for an industry or stock. Use when the user asks about a sector, industry dynamics, macro tailwinds, competitive landscape, or market structure.

Investment thesis builder for a stock. Use when the user asks to build a thesis, write up an investment case, outline bull/bear cases, or identify catalysts for a stock.

Valuation framework for a stock. Use when the user asks about valuation, fair value, price target, DCF, or whether a stock is cheap or expensive.