stock-analysis_skill

Overview

This skill analyzes US stocks and top cryptocurrencies using Yahoo Finance data and produces actionable buy/hold/sell signals plus structured JSON outputs. It supports portfolio creation and management, multi-asset portfolio analysis, and scheduled periodic performance reports (daily/weekly/monthly/quarterly/yearly). The tool evaluates multiple risk and timing checks and auto-normalizes scores when data is missing. All outputs include a clear "not financial advice" disclaimer.

How this skill works

You provide ticker symbols (use -USD suffix for crypto) or point the tool at a named portfolio. The engine fetches price, fundamentals, options/sentiment feeds, VIX and market context from Yahoo Finance and related public sources, computes eight stock analysis dimensions and three crypto dimensions, then aggregates weighted scores into a recommendation. It detects timing risks (pre/post-earnings, overbought, market regime, geopolitical breaking-news flags) and emits caveats, concentration warnings, and CSV/JSON exports for downstream use.

When to use it

• Quick single-ticker checks before a trade or after an earnings release
• Regular portfolio monitoring and consolidated P&L / period return reporting
• Comparing multiple stocks or crypto assets side-by-side
• Screening crypto market context and BTC correlation for top 20 coins
• Generating daily CSV exports for downstream analytics or backtests

Best practices

• Pass only ticker symbols (e.g., AAPL or BTC-USD) to avoid parsing errors
• Run portfolio analyses with a specified period to capture period returns
• Treat recommendations as signals to investigate, not as execution orders
• Check timing caveats before acting (pre-earnings, post-earnings spikes, high VIX)
• Allow 1–2 minute buffer for data freshness; expect occasional short lags

Example use cases

• Analyze AAPL or MSFT to see earnings surprise, fundamentals, momentum and sentiment sub-indicators
• Create a mixed stock+crypto portfolio, add holdings, then run weekly performance reports
• Compare BTC-USD, ETH-USD and SOL-USD momentum and BTC correlation over 30 days
• Generate daily CSV of multi-ticker signals for a trading dashboard or automation
• Check sector and geopolitical risk flags for a technology holding ahead of a news cycle