stock-analysis

The saved excerpt is a snapshot from review. The external source remains the complete and most current version.

---
name: stock-analysis
description: Analyze US stocks and cryptocurrencies using Yahoo Finance data. Includes portfolio management, crypto support, and periodic analysis.
---

# Stock Analysis Skill

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

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

```text
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, or small classification
- Category: Smart Contract L1, DeFi, Payment, etc.
- BTC correlation: 30-day
- Momentum: RSI and price range
- Market context: VIX and general market regime

---

## Portfolio Management

Create and manage portfolios with mixed assets, including stocks and crypto.

### Create portfolio

```bash
uv run {baseDir}/scripts/portfolio.py create "My Portfolio"
```

### Add assets

```bash
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

```bash
uv run {baseDir}/scripts/portfolio.py show
```

### Update or remove assets

```bash
uv run {baseDir}/scripts/portfolio.py update AAPL --quantity 150
uv run {baseDir}/scripts/portfolio.py remove BTC-USD
```

### List or delete portfolios

```bash
uv run {baseDir}/scripts/portfolio.py list
uv run {baseDir}/scripts/portfolio.py delete "My Portfolio"
```

### Portfolio Storage

```text
~/.clawdbot/skills/stock-analysis/portfolios.json
```

---

## Portfolio Analysis

Analyze all assets in a portfolio with optional period returns.

### Analyze portfolio

```bash
uv run {baseDir}/scripts/analyze_stock.py --portfolio "My Portfolio"
```

### Analyze portfolio with period returns

```bash
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, and P&L
- Period return, if specified
- Concentration warnings above 30% in a single asset
- Recommendation summary: BUY, HOLD, and SELL counts

---

## Correct and Incorrect Input Examples

### Correct

```bash
uv run {baseDir}/scripts/analyze_stock.py BAC
uv run {baseDir}/scripts/analyze_stock.py BTC-USD
```

### Incorrect

```bash
uv run {baseDir}/scripts/analyze_stock.py === BANK OF AMERICA (BAC) - Q4 2025 EARNINGS ===
uv run {baseDir}/scripts/analyze_stock.py "Bank of America"
```

Use the ticker symbol only.

For example:

```text
BAC, not "Bank of America"
BTC-USD, not "Bitcoin"
```

---

## Analysis Components

The script evaluates eight key dimensions:

| Component | Weight | Description |
|---|---:|---|
| Earnings Surprise | 30% | Actual vs expected EPS, revenue beats or misses |
| Fundamentals | 20% | P/E ratio, profit margins, revenue growth, debt levels |
| Analyst Sentiment | 20% | Consensus ratings, price target vs current price |
| Historical Patterns | 10% | Past earnings reactions and volatility |
| Market Context | 10% | VIX, SPY/QQQ trends, and market regime |
| Sector Performance | 15% | Stock vs sector comparison and sector trends |
| Momentum | 15% | RSI, 52-week range, volume, and re