us-stock-analysis

Plugin us-stock-analysis from marketplace invest-skill in yennanliu/InvestSkill. Commands read from the repo's manifest — 19 days ago.

Skills (38)

• 10k-digest

  Deep-read a 10-K annual report and output a structured markdown digest — abstract, section summaries, key metrics, and sourced references. Output in English or Traditional Chinese. For an investment call on the filing (statement quality, red flags, a signal), use financial-report-analyst

• bear-case

  Build the strongest possible bear case against a stock — a deliberate short-seller red-team that argues why NOT to hold, surfacing counterevidence to any bullish thesis

• catalyst-calendar

  Forward-looking catalyst calendar identifying upcoming events and their expected price impact over a 90-day window

• chart-master

  Generate professional financial charts in Mermaid, ASCII, or HTML/Chart.js — MA lines, histograms, candlestick, volume, RSI/MACD, and more for markdown reports

• compare

  Compare 2–5 stocks head to head on one table — business quality, growth, valuation, balance sheet, momentum, risks and catalysts — then argue the pick: which one, why, what would flip it, and whether owning more than one adds anything

• competitor-analysis

  Deep competitive moat analysis, market position assessment, and industry dynamics for one company against its direct rivals. To map an industry's supply / value chain and find chokepoints, use industry-map

• credit-check

  Balance-sheet solvency and refinancing risk — debt maturity wall, interest coverage trend, leverage vs. covenants, liquidity runway, ratings and spreads, the cost of refinancing at today's rates, and an equity-holder verdict, scored as a Credit Health Score 0–10

• dcf-valuation

  Alias of stock-valuation (kept for backwards compatibility) — redirects to stock-valuation for DCF intrinsic value, WACC and sensitivity analysis

• dividend-analysis

  Comprehensive capital allocation analysis: dividends, buybacks, M&A, debt management, and FCF deployment

• earnings-call-analysis

  After-earnings skill — analyze an earnings call transcript for sentiment, key themes, guidance quality and management tone. For the setup before the print, use earnings-preview

• earnings-preview

  The before-earnings skill — consensus vs. whisper, 8-quarter beat rate and post-print move distribution, options-implied vs. realized move, what the current price already assumes, the KPIs to watch, and a three-scenario grid (beat-and-raise / beat-and-lower / miss) with expected reaction and a posit

• economics-analysis

  Analyze US economic indicators and their impact on markets

• etf-analysis

  ETF / index-fund due diligence — expense ratio vs. category, tracking difference, liquidity, holdings concentration and tilt, overlap with your other positions, distribution and capital-gains history, structure warnings, and an ETF-vs-top-holdings comparison, scored as an ETF Fitness Score 0–10

• fact-check

  Claim-level verification of any report or data set — extract every figure and factual claim, check each against a primary source (SEC filing, company IR, FRED, exchange data, or the user's own document), recompute derived numbers, mark ✅ verified / ⚠️ mismatch / ❓ unverifiable, and re-issue the repo

• financial-report-analyst

  Analyze company financial reports (10-K, 10-Q, annual reports) and extract actionable investment insights — statement quality, red flags, and a signal. For a structured section-by-section summary document of a 10-K rather than an investment call, use 10k-digest

• forensic-accounting

  Earnings-quality forensics — Beneish M-Score, Altman Z, Sloan accruals ratio, cash-vs-earnings divergence, SBC-adjusted FCF, revenue-recognition and capitalisation checks, auditor and related-party flags, scored as a Manipulation Risk Score 0–10

• full-report

  Run InvestSkill analysis modules on a stock at configurable depth and compile a professional HTML report saved to the output/ directory

• fundamental-analysis

  Alias of stock-eval (kept for backwards compatibility) — redirects to stock-eval for fundamental, quality and valuation analysis of a US stock

• industry-map

  Map an industry's supply / value chain as a directed graph — upstream to downstream — to locate a company's position, find chokepoints and margin pools, and surface second-order investment ideas

• insider-trading

  Track and analyze insider buying/selling activity from SEC Form 4 filings

• institutional-ownership

  Track changes in institutional holdings and identify smart money moves from 13F filings

• learning-coach

  Explains any InvestSkill output like a mentor — every metric in plain words, why it matters, its good / bad range, and the lesson that teaches it — then asks 3–5 Socratic questions and "what would change your mind?". --level beginner / intermediate, --lang zh-TW, and a --quiz mode that drills a Lear

• options-analysis

  Analyze options Greeks, implied volatility, and strategy selection for US stocks

• portfolio-review

  Review and analyze investment portfolio performance and allocation

• position-ladder

  Plan a staged position — entry ladder, share-count floor/ceiling, and the trim/re-add cycle that lowers average cost — with lot accounting, wash-sale checks, total-return honesty, and a thesis-break exit gate

• report-generator

  Generate professional HTML/PDF investment reports with interactive visualizations

• research-bundle

  Deprecated — use full-report instead. Chained multiple analysis skills into a unified investment thesis; superseded by full-report's configurable --depth and HTML output.

• result-validator

  Validate an investment analysis and score confidence across data quality, methodology, and signal consistency — for claim-by-claim verification of the figures against primary sources, run fact-check first and feed its ledger in

• risk-stress-test

  Portfolio and position risk report — beta-weighted exposure, historical scenario replay (2008, March 2020, 2022 rate shock, 2025 tariff shock), parametric VaR / CVaR at 95 / 99 %, max-drawdown estimate, correlation-spike scenario, rate / USD / oil sensitivity, liquidity (days to exit at 20 % of ADV)

• sector-analysis

  Analyze US market sectors and identify rotation opportunities

• short-interest

  Analyze short interest, short squeeze potential, and bearish positioning signals

• stock-eval

  Evaluate US stocks with comprehensive fundamental and valuation analysis

• stock-screener

  Screen and rank multiple US stocks across valuation, quality, momentum, sentiment, and growth dimensions

• stock-valuation

  Multi-method stock valuation using DCF, comparable company analysis, EV multiples, and residual income models

• tax-lens

  US tax mechanics for a position or portfolio — short- vs. long-term treatment, wash-sale window check, qualified-dividend holding-period test, lot selection (specific-ID vs. FIFO), tax-loss-harvesting pairs, account placement, estimated annual tax drag — plus a --non-us module (W-8BEN, dividend with

• technical-analysis

  Technical analysis of US stocks using charts and indicators

• thesis-tracker

  Write, save, and re-check an investment thesis — KPIs with thresholds, invalidation triggers, catalysts, a pre-mortem, and a decision log; `--update` re-reads the saved file against new data and returns INTACT / WEAKENED / BROKEN

• trade-postmortem

  Review a closed trade or a year of trades — process vs. outcome matrix, plan adherence, the biases that showed up, what the pre-trade skills said, and the one lesson for the journal; reads closed thesis-tracker files

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