stock-analysis

Dieser Auszug wurde bei der Prüfung gespeichert. Die externe Quelle enthält die vollständige und aktuelle Version.

---
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 curren