stock-analysis
Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.
- Installs
- 6.9K
- Last 24h
- +14
- Trending rank
- #7234
- Security
- Pass
Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/claude-office-skills/skills --skill stock-analysis- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads stock-analysis automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
Security audits
Independent scans of the skill's instructions and bundled files.
SKILL.md
The instructions your agent reads when the skill is triggered.
Stock Analysis Skill
Overview
I help you analyze stocks using fundamental and technical analysis methods. I can evaluate companies across US, China A-shares, and Hong Kong markets.
What I can do:
- Fundamental analysis (P/E, P/B, ROE, revenue growth, margins)
- Technical analysis (trend, support/resistance, indicators)
- Peer comparison and industry positioning
- Risk assessment and investment thesis
- Generate structured analysis reports
What I cannot do:
- Provide real-time stock prices (use external data sources)
- Give investment advice or recommendations
- Guarantee future performance
- Access proprietary trading data
How to Use Me
Step 1: Provide Company Information
Tell me:
- Stock ticker/code (e.g., AAPL, 600519.SH, 0700.HK)
- Market (US/China A-shares/Hong Kong)
- Or provide financial data directly
Step 2: Choose Analysis Type
- Quick Analysis: Key metrics overview
- Deep Dive: Comprehensive fundamental analysis
- Technical Review: Chart patterns and indicators
- Peer Comparison: Compare with competitors
Step 3: Receive Analysis Report
I'll provide a structured report with:
- Company overview
- Key financial metrics
- Valuation assessment
- Risk factors
- Investment thesis
Analysis Framework
Fundamental Analysis Metrics
Valuation Ratios
| Metric | Formula | Interpretation |
|---|---|---|
| P/E Ratio | Price / EPS | <15 undervalued, >25 expensive |
| P/B Ratio | Price / Book Value | <1 potential value, >3 growth priced in |
| P/S Ratio | Price / Revenue | Useful for unprofitable companies |
| EV/EBITDA | Enterprise Value / EBITDA | <10 attractive, >15 expensive |
| PEG Ratio | P/E / Growth Rate | <1 undervalued relative to growth |
Profitability Metrics
| Metric | Formula | Good Benchmark |
|---|---|---|
| Gross Margin | Gross Profit / Revenue | >40% strong pricing power |
| Operating Margin | Operating Income / Revenue | >15% efficient operations |
| Net Margin | Net Income / Revenue | >10% healthy profitability |
| ROE | Net Income / Shareholder Equity | >15% good capital efficiency |
| ROIC | NOPAT / Invested Capital | >WACC value creation |
Growth Metrics
| Metric | What to Look For |
|---|---|
| Revenue Growth | >10% YoY indicates strong demand |
| EPS Growth | Should outpace revenue (operating leverage) |
| FCF Growth | Sustainable growth driver |
Financial Health
| Metric | Formula | Safe Range |
|---|---|---|
| Debt/Equity | Total Debt / Equity | <1 for most industries |
| Current Ratio | Current Assets / Current Liabilities | >1.5 healthy liquidity |
| Interest Coverage | EBIT / Interest Expense | >5 comfortable |
| FCF Yield | FCF / Market Cap | >5% attractive |
Technical Analysis Patterns
Trend Indicators
- Moving Averages: 50-day, 200-day crossovers
- MACD: Momentum and trend direction
- RSI: Overbought (>70) / Oversold (<30)
Chart Patterns
- Support/Resistance: Key price levels
- Head and Shoulders: Reversal pattern
- Double Top/Bottom: Reversal signals
- Breakouts: Volume-confirmed moves
Output Format
# Stock Analysis Report: [TICKER]
**Company**: [Full Name]
**Market**: [Exchange]
**Sector**: [Industry]
**Analysis Date**: [Date]
---
## Executive Summary
[2-3 sentence overview of the company and investment thesis]
**Rating**: [Bullish / Neutral / Bearish]
**Risk Level**: [Low / Medium / High]
---
## Key Metrics at a Glance
| Metric | Value | vs Industry | Assessment |
|--------|-------|-------------|------------|
| P/E Ratio | XX.X | +/-XX% | [Undervalued/Fair/Expensive] |
| P/B Ratio | X.XX | +/-XX% | |
| ROE | XX.X% | +/-XX% | |
| Revenue Growth | XX.X% | +/-XX% | |
| Net Margin | XX.X% | +/-XX% | |
| Debt/Equity | X.XX | +/-XX% | |
---
## Fundamental Analysis
### Business Overview
[Description of business model, revenue streams, competitive advantages]
### Financial Performance
[Revenue trends, profitability, cash flow analysis]
### Valuation Assessment
[Fair value estimation, comparison to historical and peers]
---
## Technical Analysis
### Price Trend
[Current trend, key levels, momentum]
### Key Levels
- Support: $XX.XX
- Resistance: $XX.XX
- 52-week Range: $XX.XX - $XX.XX
---
## Risk Factors
1. [Risk 1]
2. [Risk 2]
3. [Risk 3]
---
## Investment Thesis
### Bull Case
[Positive scenario]
### Bear Case
[Negative scenario]
---
## Disclaimer
This analysis is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future results.
Example
User Request
Analyze Apple (AAPL) stock. Focus on fundamental analysis and current valuation.
My Response
Stock Analysis Report: AAPL
Company: Apple Inc. Market: NASDAQ Sector: Technology / Consumer Electronics Analysis Date: January 2025
Executive Summary
Apple remains the world's most valuable company with a dominant ecosystem in consumer electronics and services. Strong recurring revenue from Services provides stability, while hardware innovation continues to drive growth.
Rating: Neutral Risk Level: Low
Key Metrics at a Glance
| Metric | Value | vs Industry | Assessment |
|---|---|---|---|
| P/E Ratio | 28.5 | +15% | Premium valuation |
| P/B Ratio | 45.2 | +180% | High goodwill/intangibles |
| ROE | 147% | +320% | Exceptional |
| Revenue Growth | 2.1% | -5% | Slowing |
| Net Margin | 25.3% | +85% | Industry-leading |
| Debt/Equity | 1.76 | +40% | Manageable |
[...continues with full analysis...]
Tips for Better Results
- Provide recent financials if available for more accurate analysis
- Specify your investment horizon (short-term trading vs long-term investing)
- Mention specific concerns you want me to address
- Include peer companies for comparison analysis
- Specify market context (bull/bear market conditions)
Limitations
- Cannot access real-time market data
- Analysis based on publicly available information only
- Does not account for insider information or pending announcements
- Valuation models have inherent assumptions and limitations
- Not a substitute for professional financial advice
Built by the Claude Office Skills community. Contributions welcome!
FAQ
What does the stock-analysis skill do?
Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.
How do I install stock-analysis?
Run npx skills add https://github.com/claude-office-skills/skills --skill stock-analysis in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/stock-analysis/ (personal) or .claude/skills/stock-analysis/ (project).
Which AI agents can use stock-analysis?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is stock-analysis safe to install?
Security partners have reviewed it: Gen Agent Trust Hub passed; Socket passed; Snyk passed; Runlayer passed; ZeroLeaks passed. As with any skill, read the SKILL.md and bundled scripts before installing.
Who maintains stock-analysis?
It is published by claude-office-skills in claude-office-skills/skills. It has 6,946 recorded installs.
More from claude-office-skills/skills
excel-automation
claude-office-skills/skills
Open the skill to read its SKILL.md instructions.
html-slides
claude-office-skills/skills
Open the skill to read its SKILL.md instructions.
ppt-visual
claude-office-skills/skills
Design presentation visuals and slide layouts. Create visual concepts, suggest graphics, and provide design specifications for impactful PowerPoint slides.
pdf-extraction
claude-office-skills/skills
Extract text, tables, and metadata from PDFs using pdfplumber
data-analysis
claude-office-skills/skills
Analyze spreadsheet data, generate insights, create visualizations, and build reports from Excel/CSV data.
Popular business & finance skills
sales-enablement
coreyhaines31/marketingskills
When the user wants to create sales collateral, pitch decks, one-pagers, objection handling docs, or demo scripts. Also use when the user mentions 'sales deck,' 'pitch deck,' 'one-pager,' 'leave-behind,' 'objection handling,' 'deal-specific ROI analysis,' 'demo script,' 'talk track,' 'sales playbook,' 'proposal template,' 'buyer persona card,' 'battle card,' 'battlecard,' 'competitive one-pager,' 'win-loss analysis,' 'why are we losing deals,' 'loss reasons,' 'how do I respond to this objection,' 'prospect just said,' 'help my sales team,' 'sales materials,' or 'what should I give my sales reps,' 'cold call script,' or 'voicemail script.' Use this for any document or asset that helps a sales team close deals. For public competitor comparison pages, see competitors. For running buyer interviews or churn research, see customer-research. For marketing website copy, see copywriting. For cold outreach emails, see cold-email. For the offer being sold (bonuses, guarantees, pricing structure),
revops
coreyhaines31/marketingskills
When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'outbound pipeline stages,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and processes that connect marketing to revenue. For cold outreach emails, see cold-email. For email drip campaigns, see emails. For pricing decisions, see pricing.
sales-funnel-blueprint
autonnel/autonnel-skills
Turn an offer into a concrete multi-step sales funnel spec - page-by-page structure, price ladder, copy outline and the metrics each step must hit. Use when asked to build a sales funnel, marketing funnel, landing page flow, lead magnet funnel, webinar funnel, tripwire or VSL funnel, when planning a product launch page flow, or when someone asks "what pages do I need" for selling something online.
pricing
coreyhaines31/marketingskills
When the user wants help with pricing decisions, packaging, or monetization strategy. Also use when the user mentions 'pricing,' 'pricing tiers,' 'freemium,' 'free trial,' 'packaging,' 'price increase,' 'value metric,' 'Van Westendorp,' 'willingness to pay,' 'monetization,' 'how much should I charge,' 'my pricing is wrong,' 'pricing page,' 'annual vs monthly,' 'per seat pricing,' 'should I offer a free plan,' 'pricing page teardown,' 'pricing page audit,' 'is my pricing page AI-readable,' or 'can AI read my pricing.' Use this whenever someone is figuring out what to charge, how to structure their plans, or wants to audit a pricing page (for humans and for the AI agents that shortlist tools). For in-app upgrade screens, see paywalls. For offer construction (bonuses, guarantees, value framing, naming) on services/courses/coaching/high-ticket B2B, see offers.
cross-border-ecommerce
nexscope-ai/ecommerce-skills
Cross-border e-commerce expansion advisor. Scores target markets on 8 weighted dimensions (market size, ecommerce penetration, competition, regulatory complexity, logistics infrastructure, payment ecosystem, cultural distance, IP protection), compares 5 fulfillment models with cost and transit data, provides country-by-country tax/duty compliance guides (EU VAT/IOSS, UK VAT, US sales tax, CA GST, AU GST, JP consumption tax), maps local payment preferences by market, and builds a phased expansion roadmap. No API key required.
pricing-strategy
coreyhaines31/marketingskills
When the user wants help with pricing decisions, packaging, or monetization strategy. Also use when the user mentions 'pricing,' 'pricing tiers,' 'freemium,' 'free trial,' 'packaging,' 'price increase,' 'value metric,' 'Van Westendorp,' 'willingness to pay,' 'monetization,' 'how much should I charge,' 'my pricing is wrong,' 'pricing page,' 'annual vs monthly,' 'per seat pricing,' or 'should I offer a free plan.' Use this whenever someone is figuring out what to charge or how to structure their plans. For in-app upgrade screens, see paywall-upgrade-cro.