stock-report

name	stock-report
description	Detailed report for individual stocks and ETFs. Generates a financial analysis report from a ticker symbol. Individual stocks show valuation, undervaluation score, and shareholder return rate. ETFs show expense ratio, AUM, and fund size.
argument-hint	[ticker] e.g.: 7203.T, AAPL, D05.SI
allowed-tools	Bash(python3 *)

Individual Stock Report Skill

Extract the ticker symbol from $ARGUMENTS and run the following command.

python3 /Users/kikuchihiroyuki/stock-skills/.claude/skills/stock-report/scripts/generate_report.py $ARGUMENTS

Output Contents

• Sector & Industry
• Price Information: Current price, market cap
• Valuation: P/E, P/B, dividend yield, ROE, ROA, earnings growth rate
• Undervaluation Score: 0-100 score + judgment (undervalued/slightly undervalued/fair/overvalued)
• Shareholder Returns (KIK-375): Dividend yield + buyback yield = total shareholder return rate
• Contrarian Signals (KIK-504/533): Contrarian score (0-100) + grade (A/B/C/D) + 3-axis breakdown (technical/valuation/fundamental divergence)
• Industry Context (KIK-433, when Neo4j connected): Auto-display tailwinds and risks from recent industry research in the same sector

ETF Auto-Detection (KIK-469)

Automatically detects ETFs (quoteType=ETF) and outputs an ETF-specific report instead of the individual stock report:

• Fund Overview: Category, fund family, AUM (net assets), expense ratio
• Expense Ratio Assessment: Ultra-low cost (<=0.1%) / Low cost (<=0.5%) / Slightly high (<=1.0%) / High cost (>1.0%)
• Performance: Current price, dividend yield, beta, 52-week range
• Fund Size: Large ($10B+) / Mid ($1B+) / Small ($100M+) / Micro (<$100M)

Display the result as-is.

Knowledge Integration Rules (KIK-466)

When get_context.py output contains the following, integrate with the report result:

• Screening appearance count: "Top 3 screenings in a row → repeatedly noticed stock"
• Purchase history (BOUGHT): If currently held: "As a held stock: unrealized gain +12%, thesis alignment is good"
• Past reports: Diff from previous figures. "P/E: 12.3→8.5 (improved), ROE: 15%→12% (declined)"
• Investment notes: Incorporate concerns and thesis into the report. "Concern note: inventory risk → latest quarter shows inventory reduction confirmed"
• Research history: Reference key points from the previous research and highlight changes

Prompting to Record Analysis Conclusions

When the response includes specific investment opinions for valuation/undervaluation/value-trap assessments:

💡 Would you like to record this analysis as an investment note?