kavi-lin/us-stock-analysis
skills/us-stock-analysis/SKILL.md
Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.
testing
Updated May 4, 2026
$ install --global
skillsauthnpx skillsauth add kavi-lin/stock us-stock-analysisInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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SKILL.md
- name:
- us-stock-analysis
- description:
- Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.
- market:
- us-equity
- scope:
- single-ticker
- data_sources:
- [yfinance, FMP API]
US Stock Analysis
Comprehensive single-ticker US equity analysis — fundamentals, technicals, valuation, comparison, investment reports. See README.md for tone / formatting pedagogy and example queries.
Data Sources
Fetch via web search tools (always verify recency — prefer last quarter):
- Trading data — price, volume, 52-week range, YTD
- Financial statements — income / balance sheet / cash flow
- Key metrics — P/E, EPS, revenue, margins, debt
- Analyst ratings + price targets
- Recent news / catalysts
- Peer / competitor data (for comparisons)
- Technical data — MAs, RSI, MACD
Search patterns: {ticker} {specific metric}, earnings reports, 10-K / 10-Q for deep financials.
Quality sources (tier order): Yahoo Finance, Google Finance, MarketWatch, Bloomberg, CNBC, Seeking Alpha; company IR pages; SEC EDGAR (filings); TradingView / StockCharts (technicals).
Analysis Types
Decide which based on user ask:
- Basic Info — quick overview, key metrics
- Fundamental — financials, business quality, valuation
- Technical — charts, indicators, trend
- Comprehensive — all of the above + recommendation
Workflows
1. Basic Stock Information
Steps:
- Fetch current data (price, volume, market cap)
- Key metrics (P/E, EPS, revenue growth, margins)
- 52-week range + YTD performance
- Recent news / major developments
- Present concise summary
Output: company description (1-2 sentences) → current price / trading metrics → valuation metrics table → recent performance → notable news (if any).
2. Fundamental Analysis
Steps:
- Gather financials — revenue / earnings / cash flow (3-5y trends), balance sheet (debt, cash, WC), profitability (margins, ROE, ROIC)
- Read
references/fundamental-analysis.md(framework) - Read
references/financial-metrics.md(metric definitions + formulas) - Analyze business quality — moats, management, industry position
- Valuation — P/E, PEG, P/B, EV/EBITDA vs historical avg + peers → fair value range
- Risks — company-specific, market/macro, red flags from financials
- Generate output per
references/report-template.md
Critical checks:
- Profitability trends (improving / declining margins)
- Cash flow quality (FCF vs earnings)
- Balance sheet strength (debt levels, liquidity)
- Growth sustainability
- Valuation vs peers + historical average
3. Technical Analysis
Steps:
- Gather technical data — price action, volume trends, MAs (20/50/200d), indicators (RSI, MACD, Bollinger)
- Read
references/technical-analysis.md(indicator definitions + patterns) - Identify trend — up / down / sideways + strength
- Find support / resistance — recent H/L, MA levels, round numbers
- Analyze indicators:
- RSI: Overbought (>70) / Oversold (<30)
- MACD: crossovers + divergences
- Volume: confirmation vs divergence
- Bollinger: squeeze vs expansion
- Identify patterns — reversal (H&S, double top/bottom), continuation (flags, triangles)
- Generate outlook — trend assessment, key levels, risk/reward, short+medium-term view
Interpretation:
- Confirm signals with multiple indicators
- Volume for validation
- Note divergences between price and indicators
- Always identify stop-loss levels
4. Comprehensive Investment Report
Steps:
- Data gathering (as Basic)
- Execute Fundamental workflow
- Execute Technical workflow
- Read
references/report-template.md(full structure) - Synthesize — integrate F+T, develop bull + bear cases, risk/reward
- Recommend — Buy / Hold / Sell + target + timeframe + conviction + entry strategy
- Format per template
Report sections required: Executive summary (w/ recommendation) → Company overview → Investment thesis (bull + bear) → Fundamental analysis → Technical analysis → Valuation → Risk assessment → Catalysts + timeline → Conclusion.
Stock Comparison
Triggers: "compare AAPL vs MSFT", "TSLA vs NVDA which is better"
Steps:
- Data gathering for each ticker (same timeframes)
- Read
references/fundamental-analysis.md+references/financial-metrics.md - Side-by-side comparison tables: business models, financial metrics, valuation, growth rates, profitability, balance sheet
- Identify relative strengths (quantified advantages per company)
- Technical comparison — relative strength, momentum, better technical setup
- Recommend — which is more attractive + portfolio allocation + risk-adjusted return
Output: follow "Comparison Report Structure" in references/report-template.md.
Reference Files
Load conditionally based on workflow:
| File | When | Contains |
|---|---|---|
| references/technical-analysis.md | Technical workflow | Indicator definitions, chart patterns, S/R concepts |
| references/fundamental-analysis.md | Fundamental / Comparison | Business quality, financial health, valuation frameworks, red flags |
| references/financial-metrics.md | Any metric calc needed | All ratios + formulas (profitability, valuation, growth, liquidity, leverage, efficiency, cash flow) |
| references/report-template.md | Comprehensive / Comparison report | Full report structure, section templates, comparison format |
Output Format (Core Rules)
- Tables for financial data + comparisons (easy to scan)
- Quantify whenever possible (%, $B, $M)
- Present bull + bear perspectives
- Be clear about assumptions + uncertainties
- Objective, balanced tone — no hyperbole
- Always include data sources + dates
(Extended style guidance + tone examples in README.md.)
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