claudecodex

investment-analyst

Macro analysis, sector screening and single-stock deep dives backed by a Python toolkit (FRED, Yahoo Finance, SEC EDGAR), SQLite history and Excel workbooks. The user makes every decision.

0 on GitHubby Mahmut A Erginv0.2.0MITupdated 24 days agofinance
/

Plugin investment-analyst from marketplace investment-analyst in mahmutademm/Investment-Analyst-Skill. Commands read from the repo's manifest — 19 days ago.

What it installs

Skills (5)

  • investment-setup

    First-run setup and maintenance for the investment-analyst skills (Claude Code, Codex, Cursor, Copilot, Gemini CLI and other Agent Skills tools). Installs the Python toolkit, creates the user's private investment workspace, records the SEC contact string and portfolio rules, runs a health check and

  • macro-analysis

    Top-down macro and sector-rotation analysis for a ~6-month horizon. Reads inflation (CPI, core PCE), the Fed path (actual and market-implied), the 10-year yield and curve, credit spreads, labor and activity data; proposes a business-cycle phase; scores every sector on four pillars (cycle fit, earnin

  • pick-the-stock

    Deep dive on 1-4 stocks the user chose. Pulls SEC XBRL financials and the filing pack (10-K, 10-Q, proxy, earnings releases, 8-Ks), reads the filings, builds business/moat and a SWOT tied to model assumptions, runs the earnings-quality and credit gate (5-step DuPont, CFO/NI, accruals, Beneish, Piotr

  • portfolio-review

    Ongoing tracking for the investment-analyst workflow. Reads the daily/weekly reports from GitHub Actions (or runs them), checks every watchlist name against its price stop, thesis stop, sector relative strength, catalyst and earnings dates, flags scale-in tranche triggers, runs the monthly scorecard

  • sector-screening

    Mechanical, peer-relative screening of the sub-industries chosen in macro-analysis (valuation, quality, estimate revisions, momentum, balance sheet, forensic flags), followed by a sourced "why is it cheap?" news check on the top names (temporary vs structural, catalyst inside 6 months). Produces Scr

View source on GitHub

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