Skills ZICQ category：Agent Workflows stock-analysis

Stock Analysis

Analyze stocks and cryptocurrencies using Yahoo Finance data. Supports portfolio management (create, add, remove assets), crypto analysis (Top 20 by market cap), and periodic performance reports (daily/weekly/monthly/quarterly/yearly). 8 analysis dimensions for stocks, 3 for crypto. Use for stock analysis, portfolio tracking, earnings reactions, or crypto monitoring.

12304 installs

Official URL：Author homepage

What this skill does

Intro in this page language first. The official description stays in its original wording; we do not rewrite SKILL.md.

What it does

When to use it

The official description does not include a separate “Use when”. Per the spec, agents activate this skill when the task matches keywords in that description.

How agents load it

Per Agent Skills progressive disclosure: name and description load at startup (~100 tokens); the full SKILL.md body loads when the skill activates; scripts/, references/, and assets/ load only as needed. This file's sections: Stock Analysis (v5.0); Quick Start; Cryptocurrency Analysis (v5.0); Portfolio Management (v5.0); Create portfolio; Add assets.

File analysis

File analysis: besides SKILL.md, the body references scripts/analyze_stock.py, scripts/portfolio.py. Those resources load on demand.

Stock Analysis (v5.0)Quick StartCryptocurrency Analysis (v5.0)Portfolio Management (v5.0)Create portfolioAdd assetsView holdings with current P&LUpdate/remove assetsList/delete portfoliosPortfolio Analysis (v5.0)Analyze portfolioWith period returns (daily/weekly/monthly/quarterly/yearly)

Source category：skills.sh agent-skill

Sources & links

Market sources：skills.sh

Full package on GitHub

OSS Skill ranking

SKILL.md & Agent activation

Official spec ↗

name: stock-analysis
description: Analyze stocks and cryptocurrencies using Yahoo Finance data. Supports portfolio management (create, add, remove assets), crypto analysis (Top 20 by market cap), and periodic performance reports (daily/weekly/monthly/quarterly/yearly). 8 analysis dimensions for stocks, 3 for crypto. Use for stock analysis, portfolio tracking, earnings reactions, or crypto monitoring.

DiscoverThe client exposes names and descriptions to the agent.
ActivateYour request or the task context selects the skill and loads its instructions.
Load resourcesReferenced scripts, documentation and assets are used when needed.

Files referenced by the instructions · 2

scripts/analyze_stock.py
scripts/portfolio.py

These paths are extracted from the text. Check the upstream package to verify the files exist.

Invocation syntax and available tools depend on your Agent client. Client integration guide ↗

Install this skill

Skills CLI ↗

Choose the target agent and installation scope, keep referenced package files, then verify the skill appears in the client's catalog.

This skill references supporting files. Retrieve the complete directory from the source; copying SKILL.md alone may leave missing dependencies.

Ask your Agent to install

Copy these instructions to a compatible agent and confirm the target directory matches your client.

Install the agent skill "stock-analysis" into my project. The full SKILL.md and official description are at https://zicq.com/en/skills/skl-b03fa619ab05001c-Stock-Analysis.html
Save it as .cursor/skills/stock-analysis/SKILL.md or .claude/skills/stock-analysis/SKILL.md and keep the frontmatter name and description exactly as-is.
This skill also ships scripts/, references/, or assets/ — fetch the whole folder from https://github.com/gracefullight/stock-checker instead of creating only a SKILL.md.

Full package on GitHub ↗

Install from the terminal · Skills CLI

Requires Node.js and npx. First inspect the repository's skill list to confirm the name.

npx skills add 'https://github.com/gracefullight/stock-checker' --list

Target agent Installation scope

npx skills add 'https://github.com/gracefullight/stock-checker' --skill 'stock-analysis'

The CLI lets you choose the agent interactively. The default scope is the project; use -g for user scope. Confirm package availability with the discovery command, then use npx skills list to inspect installed skills.

SKILL.md source Copy freely; the source file is unchanged

---
name: stock-analysis
description: Analyze stocks and cryptocurrencies using Yahoo Finance data. Supports portfolio management (create, add, remove assets), crypto analysis (Top 20 by market cap), and periodic performance reports (daily/weekly/monthly/quarterly/yearly). 8 analysis dimensions for stocks, 3 for crypto. Use for stock analysis, portfolio tracking, earnings reactions, or crypto monitoring.
homepage: https://finance.yahoo.com
metadata: {"clawdbot":{"emoji":"📈","requires":{"bins":["uv"],"env":[]},"install":[{"id":"uv-brew","kind":"brew","formula":"uv","bins":["uv"],"label":"Install uv (brew)"}]}}
---

# Stock Analysis (v5.0)

Analyze US stocks and cryptocurrencies using Yahoo Finance data. Includes portfolio management, crypto support, and periodic analysis.

## Quick Start

**IMPORTANT:** Pass ONLY the stock ticker symbol(s) as arguments. Do NOT add extra text, headers, or formatting in the command.

Analyze a single ticker:

```bash
uv run {baseDir}/scripts/analyze_stock.py AAPL
uv run {baseDir}/scripts/analyze_stock.py MSFT --output json
```

Compare multiple tickers:

```bash
uv run {baseDir}/scripts/analyze_stock.py AAPL MSFT GOOGL
```

## Cryptocurrency Analysis (v5.0)

Analyze top 20 cryptocurrencies by market cap:

```bash
uv run {baseDir}/scripts/analyze_stock.py BTC-USD
uv run {baseDir}/scripts/analyze_stock.py ETH-USD SOL-USD
```

**Supported Cryptos:**
BTC-USD, ETH-USD, BNB-USD, SOL-USD, XRP-USD, ADA-USD, DOGE-USD, AVAX-USD, DOT-USD, MATIC-USD, LINK-USD, ATOM-USD, UNI-USD, LTC-USD, BCH-USD, XLM-USD, ALGO-USD, VET-USD, FIL-USD, NEAR-USD

**Crypto Analysis Dimensions:**
- Market cap (large/mid/small classification)
- Category (Smart Contract L1, DeFi, Payment, etc.)
- BTC correlation (30-day)
- Momentum (RSI, price range)
- Market context (VIX, general market regime)

## Portfolio Management (v5.0)

Create and manage portfolios with mixed assets (stocks + crypto):

```bash
# Create portfolio
uv run {baseDir}/scripts/portfolio.py create "My Portfolio"

# Add assets
uv run {baseDir}/scripts/portfolio.py add AAPL --quantity 100 --cost 150.00
uv run {baseDir}/scripts/portfolio.py add BTC-USD --quantity 0.5 --cost 40000 --portfolio "My Portfolio"

# View holdings with current P&L
uv run {baseDir}/scripts/portfolio.py show

# Update/remove assets
uv run {baseDir}/scripts/portfolio.py update AAPL --quantity 150
uv run {baseDir}/scripts/portfolio.py remove BTC-USD

# List/delete portfolios
uv run {baseDir}/scripts/portfolio.py list
uv run {baseDir}/scripts/portfolio.py delete "My Portfolio"
```

**Portfolio Storage:** `~/.clawdbot/skills/stock-analysis/portfolios.json`

## Portfolio Analysis (v5.0)

Analyze all assets in a portfolio with optional period returns:

```bash
# Analyze portfolio
uv run {baseDir}/scripts/analyze_stock.py --portfolio "My Portfolio"

# With period returns (daily/weekly/monthly/quarterly/yearly)
uv run {baseDir}/scripts/analyze_stock.py --portfolio "My Portfolio" --period weekly
uv run {baseDir}/scripts/analyze_stock.py -p "My Portfolio" --period monthly
```

**Portfolio Summary includes:**
- Total cost, current value, P&L
- Period return (if specified)
- Concentration warnings (>30% in single asset)
- Recommendation summary (BUY/HOLD/SELL counts)

**Examples:**
- ✅ CORRECT: `uv run {baseDir}/scripts/analyze_stock.py BAC`
- ✅ CORRECT: `uv run {baseDir}/scripts/analyze_stock.py BTC-USD`
- ❌ WRONG: `uv run {baseDir}/scripts/analyze_stock.py === BANK OF AMERICA (BAC) - Q4 2025 EARNINGS ===`
- ❌ WRONG: `uv run {baseDir}/scripts/analyze_stock.py "Bank of America"`

Use the ticker symbol only (e.g., BAC, not "Bank of America"). For crypto, use the -USD suffix (e.g., BTC-USD).

## Analysis Components

The script evaluates eight key dimensions:

1. **Earnings Surprise (30% weight)**: Actual vs expected EPS, revenue beats/misses
2. **Fundamentals (20% weight)**: P/E ratio, profit margins, revenue growth, debt levels
3. **Analyst Sentiment (20% weight)**: Consensus ratings, price target vs current price
4. **Historical Patterns (10% weight)**: Past earnings reactions, volatility
5. **Market Context (10% weight)**: VIX, SPY/QQQ trends, market regime
6. **Sector Performance (15% weight)**: Stock vs sector comparison, sector trends
7. **Momentum (15% weight)**: RSI, 52-week range, volume, relative strength
8. **Sentiment Analysis (10% weight)**: Fear/Greed Index, short interest, VIX term structure, insider trading, put/call ratio

**Sentiment Sub-Indicators:**
- **Fear & Greed Index (CNN)**: Contrarian signal (extreme fear = buy opportunity, extreme greed = caution)
- **Short Interest**: High shorts + squeeze potential = bullish; justified shorts = bearish
- **VIX Term Structure**: Contango = complacency/bullish; backwardation = stress/bearish
- **Insider Activity**: Net buying/selling from SEC Form 4 filings (90-day window)
- **Put/Call Ratio**: High ratio = excessive fear/bullish; low ratio = complacency/bearish

Weights auto-normalize if some components unavailable.

**Special Timing Checks:**
- Pre-earnings warning (< 14 days): Recommends HOLD instead of BUY
- Post-earnings spike detection (> 15% in 5 days): Flags "gains priced in"
- Overbought conditions (RSI > 70 + near 52w high): Reduces confidence

## Timing Warnings & Risk Flags

The script detects high-risk scenarios:

### Earnings Timing
- **Pre-Earnings Period**: If earnings < 14 days away, BUY signals become HOLD
- **Post-Earnings Spike**: If stock up > 15% in 5 days after earnings, warns "gains may be priced in"

### Technical Risk
- **Overbought Conditions**: RSI > 70 + near 52-week high = high-risk entry

### Market Risk
- **High VIX**: Market fear (VIX > 30) reduces confidence in BUY signals
- **Risk-Off Mode (v4.0.0)**: When safe-havens (GLD, TLT, UUP) rise together, reduces BUY confidence by 30%
  - Detects flight to safety across gold, treasuries, and USD
  - Triggers when GLD ≥ +2%, TLT ≥ +1%, UUP ≥ +1% (5-day change)

### Sector Risk
- **Sector Weakness**: Stock may look good but sector is rotating out

### Geopolitical Risk (v4.0.0)
The script now scans breaking news (last 24h) for crisis keywords and automatically flags affected stocks:

- **Taiwan Conflict**: Semiconductors (NVDA, AMD, TSM, INTC, etc.) → 30% confidence penalty
- **China Tensions**: Tech/Consumer (AAPL, QCOM, NKE, SBUX, etc.) → 30% confidence penalty
- **Russia-Ukraine**: Energy/Materials (XOM, CVX, MOS, CF, etc.) → 30% confidence penalty
- **Middle East**: Oil/Defense (XOM, LMT, RTX, etc.) → 30% confidence penalty
- **Banking Crisis**: Financials (JPM, BAC, WFC, C, etc.) → 30% confidence penalty

If a ticker is not in the affected list but its sector is exposed, applies a 15% confidence penalty.

**Example Alert:**
```
⚠️ SECTOR RISK: Tech supply chain and consumer market exposure (detected: china, tariff)
```

### Breaking News Alerts (v4.0.0)
- Scans Google News RSS for crisis keywords (war, recession, sanctions, disasters, etc.)
- Displays up to 2 breaking news alerts in caveats (last 24 hours)
- Uses 1-hour cache to avoid excessive API calls

## Output Format

**Default (text)**: Concise buy/hold/sell signal with 3-5 bullet points and caveats

**JSON**: Structured data with scores, metrics, and raw data for further analysis

## Limitations

- **Data freshness**: Yahoo Finance may lag 15-20 minutes
- **Sentiment data staleness**:
  - Short interest data lags ~2 weeks (FINRA reporting schedule)
  - Insider trades may lag filing by 2-3 days
  - VIX term structure only updates during futures trading hours
- **Breaking news limitations (v4.0.0)**:
  - Google News RSS may lag by 15-60 minutes
  - Keyword matching may have false positives/negatives
  - Does not analyze sentiment, only detects keywords
  - 1-hour cache means alerts may be slightly stale
- **Missing data**: Not all stocks have analyst coverage, options chains, or complete fundamentals
- **Execution time**: 3-5s per stock with async parallel fetching and caching (shared indicators cached for 1h)
- **Disclaimer**: All outputs include prominent "not financial advice" warning
- **US markets only**: Non-US tickers may have incomplete data

## Error Handling

The script gracefully handles:
- Invalid tickers → Clear error message
- Missing analyst data → Signal based on available metrics only
- API failures → Retry with exponential backoff, fail after 3 attempts

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Readable layout

name: stock-analysis description: Analyze stocks and cryptocurrencies using Yahoo Finance data. Supports portfolio management (create, add, remove assets), crypto analysis (Top 20 by market cap), and periodic performance reports (daily/weekly/monthly/quarterly/yearly). 8 analysis dimensions for stocks, 3 for crypto. Use for stock analysis, portfolio tracking, earnings reactions, or crypto monitoring. homepage: https://finance.yahoo.com metadata: {"clawdbot":{"emoji":"📈","requires":{"bins":["uv"],"env":[]},"install":[{"id":"uv-brew","kind":"brew","formula":"uv","bins":["uv"],"label":"Install uv (brew)"}]}}

Stock Analysis (v5.0)

Analyze US stocks and cryptocurrencies using Yahoo Finance data. Includes portfolio management, crypto support, and periodic analysis.

Quick Start

IMPORTANT: Pass ONLY the stock ticker symbol(s) as arguments. Do NOT add extra text, headers, or formatting in the command.

Analyze a single ticker:

uv run {baseDir}/scripts/analyze_stock.py AAPL
uv run {baseDir}/scripts/analyze_stock.py MSFT --output json

Compare multiple tickers:

uv run {baseDir}/scripts/analyze_stock.py AAPL MSFT GOOGL

Cryptocurrency Analysis (v5.0)

Analyze top 20 cryptocurrencies by market cap:

uv run {baseDir}/scripts/analyze_stock.py BTC-USD
uv run {baseDir}/scripts/analyze_stock.py ETH-USD SOL-USD

Supported Cryptos: BTC-USD, ETH-USD, BNB-USD, SOL-USD, XRP-USD, ADA-USD, DOGE-USD, AVAX-USD, DOT-USD, MATIC-USD, LINK-USD, ATOM-USD, UNI-USD, LTC-USD, BCH-USD, XLM-USD, ALGO-USD, VET-USD, FIL-USD, NEAR-USD

Crypto Analysis Dimensions:

Market cap (large/mid/small classification)
Category (Smart Contract L1, DeFi, Payment, etc.)
BTC correlation (30-day)
Momentum (RSI, price range)
Market context (VIX, general market regime)

Portfolio Management (v5.0)

Create and manage portfolios with mixed assets (stocks + crypto):

# Create portfolio
uv run {baseDir}/scripts/portfolio.py create "My Portfolio"

# Add assets
uv run {baseDir}/scripts/portfolio.py add AAPL --quantity 100 --cost 150.00
uv run {baseDir}/scripts/portfolio.py add BTC-USD --quantity 0.5 --cost 40000 --portfolio "My Portfolio"

# View holdings with current P&L
uv run {baseDir}/scripts/portfolio.py show

# Update/remove assets
uv run {baseDir}/scripts/portfolio.py update AAPL --quantity 150
uv run {baseDir}/scripts/portfolio.py remove BTC-USD

# List/delete portfolios
uv run {baseDir}/scripts/portfolio.py list
uv run {baseDir}/scripts/portfolio.py delete "My Portfolio"

Portfolio Storage: ~/.clawdbot/skills/stock-analysis/portfolios.json

Portfolio Analysis (v5.0)

Analyze all assets in a portfolio with optional period returns:

# Analyze portfolio
uv run {baseDir}/scripts/analyze_stock.py --portfolio "My Portfolio"

# With period returns (daily/weekly/monthly/quarterly/yearly)
uv run {baseDir}/scripts/analyze_stock.py --portfolio "My Portfolio" --period weekly
uv run {baseDir}/scripts/analyze_stock.py -p "My Portfolio" --period monthly

Portfolio Summary includes:

Total cost, current value, P&L
Period return (if specified)
Concentration warnings (>30% in single asset)
Recommendation summary (BUY/HOLD/SELL counts)

Examples:

✅ CORRECT: uv run {baseDir}/scripts/analyze_stock.py BAC
✅ CORRECT: uv run {baseDir}/scripts/analyze_stock.py BTC-USD
❌ WRONG: uv run {baseDir}/scripts/analyze_stock.py === BANK OF AMERICA (BAC) - Q4 2025 EARNINGS ===
❌ WRONG: uv run {baseDir}/scripts/analyze_stock.py "Bank of America"

Use the ticker symbol only (e.g., BAC, not "Bank of America"). For crypto, use the -USD suffix (e.g., BTC-USD).

Analysis Components

The script evaluates eight key dimensions:

Earnings Surprise (30% weight): Actual vs expected EPS, revenue beats/misses
Fundamentals (20% weight): P/E ratio, profit margins, revenue growth, debt levels
Analyst Sentiment (20% weight): Consensus ratings, price target vs current price
Historical Patterns (10% weight): Past earnings reactions, volatility
Market Context (10% weight): VIX, SPY/QQQ trends, market regime
Sector Performance (15% weight): Stock vs sector comparison, sector trends
Momentum (15% weight): RSI, 52-week range, volume, relative strength
Sentiment Analysis (10% weight): Fear/Greed Index, short interest, VIX term structure, insider trading, put/call ratio

Sentiment Sub-Indicators:

Fear & Greed Index (CNN): Contrarian signal (extreme fear = buy opportunity, extreme greed = caution)
Short Interest: High shorts + squeeze potential = bullish; justified shorts = bearish
VIX Term Structure: Contango = complacency/bullish; backwardation = stress/bearish
Insider Activity: Net buying/selling from SEC Form 4 filings (90-day window)
Put/Call Ratio: High ratio = excessive fear/bullish; low ratio = complacency/bearish

Weights auto-normalize if some components unavailable.

Special Timing Checks:

Pre-earnings warning (< 14 days): Recommends HOLD instead of BUY
Post-earnings spike detection (> 15% in 5 days): Flags "gains priced in"
Overbought conditions (RSI > 70 + near 52w high): Reduces confidence

Timing Warnings & Risk Flags

The script detects high-risk scenarios:

Earnings Timing

Pre-Earnings Period: If earnings < 14 days away, BUY signals become HOLD
Post-Earnings Spike: If stock up > 15% in 5 days after earnings, warns "gains may be priced in"

Technical Risk

Overbought Conditions: RSI > 70 + near 52-week high = high-risk entry

Market Risk

High VIX: Market fear (VIX > 30) reduces confidence in BUY signals
Risk-Off Mode (v4.0.0): When safe-havens (GLD, TLT, UUP) rise together, reduces BUY confidence by 30%
- Detects flight to safety across gold, treasuries, and USD
- Triggers when GLD ≥ +2%, TLT ≥ +1%, UUP ≥ +1% (5-day change)

Sector Risk

Sector Weakness: Stock may look good but sector is rotating out

Geopolitical Risk (v4.0.0)

The script now scans breaking news (last 24h) for crisis keywords and automatically flags affected stocks:

Taiwan Conflict: Semiconductors (NVDA, AMD, TSM, INTC, etc.) → 30% confidence penalty
China Tensions: Tech/Consumer (AAPL, QCOM, NKE, SBUX, etc.) → 30% confidence penalty
Russia-Ukraine: Energy/Materials (XOM, CVX, MOS, CF, etc.) → 30% confidence penalty
Middle East: Oil/Defense (XOM, LMT, RTX, etc.) → 30% confidence penalty
Banking Crisis: Financials (JPM, BAC, WFC, C, etc.) → 30% confidence penalty

If a ticker is not in the affected list but its sector is exposed, applies a 15% confidence penalty.

Example Alert:

⚠️ SECTOR RISK: Tech supply chain and consumer market exposure (detected: china, tariff)

Breaking News Alerts (v4.0.0)

Scans Google News RSS for crisis keywords (war, recession, sanctions, disasters, etc.)
Displays up to 2 breaking news alerts in caveats (last 24 hours)
Uses 1-hour cache to avoid excessive API calls

Output Format

Default (text): Concise buy/hold/sell signal with 3-5 bullet points and caveats

JSON: Structured data with scores, metrics, and raw data for further analysis

Limitations

Data freshness: Yahoo Finance may lag 15-20 minutes
Sentiment data staleness:
- Short interest data lags ~2 weeks (FINRA reporting schedule)
- Insider trades may lag filing by 2-3 days
- VIX term structure only updates during futures trading hours
Breaking news limitations (v4.0.0):
- Google News RSS may lag by 15-60 minutes
- Keyword matching may have false positives/negatives
- Does not analyze sentiment, only detects keywords
- 1-hour cache means alerts may be slightly stale
Missing data: Not all stocks have analyst coverage, options chains, or complete fundamentals
Execution time: 3-5s per stock with async parallel fetching and caching (shared indicators cached for 1h)
Disclaimer: All outputs include prominent "not financial advice" warning
US markets only: Non-US tickers may have incomplete data

Error Handling

The script gracefully handles:

Invalid tickers → Clear error message
Missing analyst data → Signal based on available metrics only
API failures → Retry with exponential backoff, fail after 3 attempts

Related skills

Agent Workflows