stock-analysis · diff
git:20260224.e111d4a to git:20260228.593ba26
28 added, 217 removed. Audit B to A.
---
name: stock-analysis
- description:
- Analyze stocks, ETFs, and crypto using Yahoo Finance and Alpha Vantage.
- Get real-time quotes, fundamentals, technical indicators, dividends, earnings,
- options chains, analyst ratings, institutional holders, sector comparisons, and screening.
- metadata:
- {
- "cowork":
- {
- "emoji": "📈",
- "category": "Tools",
- "requires": { "anyBins": ["python3", "curl"] },
- },
- }
+ description: "Analyze stocks, ETFs, and crypto using Yahoo Finance and Alpha Vantage. Get real-time quotes, fundamentals (P/E, EPS, margins, balance sheet), technical indicators (RSI, MACD, Bollinger), dividends, earnings, options chains, analyst ratings, institutional holders, sector comparisons, and screening. Use when the user asks about stock prices, company financials, market trends, portfolio analysis, or any investment research."
---
- # Stock Analysis 📈
-
- Comprehensive market intelligence for stocks, ETFs, indices, and crypto. Three data sources, zero to one API key, and a structured 8-dimensional scoring framework.
-
- ## Overview
-
- | Source | Auth | Best For |
- |--------|------|----------|
- | **Yahoo Finance** (curl) | None | Real-time quotes, charts, price history |
- | **yfinance** (Python) | None | Fundamentals, financials, options, earnings, holders, screening |
- | **Alpha Vantage** | Free key | Technical indicators (RSI, MACD, Bollinger, SMA, etc.) |
-
- All Yahoo Finance endpoints are free and unauthenticated. Alpha Vantage offers 25 free requests/day.
-
- ## Parameters
-
- | Parameter | Type | Required | Default | Description |
- |-----------|------|----------|---------|-------------|
- | `ticker` | string | No | — | Stock symbol (e.g., AAPL, BTC-USD, ^GSPC) |
- | `analysis_type` | select | No | `full` | `full`, `technical`, `fundamental`, `compare`, `screen`, `dividends`, `options` |
-
- ## Install
-
- ```bash
- # Optional but recommended — unlocks fundamentals, options, screener
- pip install yfinance
-
- # Optional — unlocks 50+ technical indicators
- # Get free key at https://www.alphavantage.co/support/#api-key
- mkdir -p ~/.config/alphavantage
- echo "YOUR_KEY" > ~/.config/alphavantage/api_key
- ```
-
- The skill works with just `curl` and `python3` (no pip packages required) for basic quotes and computed technicals.
-
- ## Capabilities
-
- ### Tier 1: curl only (no dependencies)
-
- - Real-time stock/ETF/index/crypto quotes
- - Historical OHLCV data (1m to max range)
- - Pre-market and after-hours prices
- - Basic technical indicators computed from price data (SMA, RSI, MACD)
-
- ### Tier 2: + yfinance
-
- Everything in Tier 1 plus:
- - Full company profile (sector, industry, description)
- - Key statistics (P/E, EPS, margins, ROE, beta, short interest)
- - Income statement, balance sheet, cash flow (annual + quarterly)
- - Earnings history + estimates + surprise data
- - Analyst recommendations + price targets
- - Institutional and mutual fund holders
- - Dividend history + splits
- - Options chains with Greeks
- - News feed
- - Sector/industry data
- - Stock screener with custom filters
-
- ### Tier 3: + Alpha Vantage
-
- Everything in Tier 1-2 plus:
- - 50+ technical indicators (RSI, MACD, Bollinger, Stochastic, ADX, OBV, CCI, Aroon, etc.)
- - Symbol search
- - Global market status
-
- ## Ticker Formats
-
- | Type | Format | Example |
- |------|--------|---------|
- | US Stock | `AAPL` | Apple Inc. |
- | ETF | `SPY` | S&P 500 ETF |
- | Index | `^GSPC` | S&P 500 (URL-encode `^` as `%5E` in curl) |
- | Crypto | `BTC-USD` | Bitcoin |
- | Forex | `EURUSD=X` | EUR/USD |
- | International | `7203.T` | Toyota (Tokyo) |
- | UK Stock | `SHEL.L` | Shell (London) |
-
- ## 8-Dimensional Stock Score
-
- The skill's signature feature — a structured scoring framework for evaluating any stock:
-
- | # | Dimension | Key Metrics | Weight |
- |---|-----------|-------------|--------|
- | 1 | **Valuation** | P/E, Fwd P/E, PEG, P/S, P/B, EV/EBITDA | 15% |
- | 2 | **Profitability** | Profit margin, ROE, ROA, operating margin | 15% |
- | 3 | **Growth** | Revenue growth, EPS growth, earnings surprise | 15% |
- | 4 | **Financial Health** | Debt/equity, current ratio, FCF, interest coverage | 12.5% |
- | 5 | **Technical Momentum** | RSI, MACD, SMA crossovers, 52-week position | 12.5% |
- | 6 | **Dividend Quality** | Yield, payout ratio, growth history, consistency | 10% |
- | 7 | **Analyst Sentiment** | Buy/hold/sell, price target vs current, upgrades | 10% |
- | 8 | **Risk** | Beta, short interest, volatility, sector risk | 10% |
-
- Each dimension scored 1-10. Overall weighted score provided.
-
- ## Common Workflows
-
- | User Says | What Happens |
- |-----------|-------------|
- | "Analyze AAPL" | Full report: quote + fundamentals + technicals + analyst + 8-dim score |
- | "Compare AAPL vs MSFT" | Side-by-side table across all dimensions |
- | "Best tech stocks under $50" | Screener with sector + price filters, sorted by key metric |
- | "Should I buy TSLA?" | 8-dimensional score + bull/bear case + risks + conclusion |
- | "How are my stocks doing?" | Portfolio review with P&L, diversification, beta |
- | "What's moving today?" | Market scan: indices + sectors + unusual volume |
- | "AAPL options chain" | Calls/puts by volume, strike, IV for nearest expiry |
- | "KO dividend analysis" | Yield, growth history, payout sustainability, aristocrat status |
- | "Is the market overbought?" | S&P RSI, VIX, breadth, sector rotation signals |
-
- ## Output Format
-
- ```
- 📈 AAPL — Apple Inc.
- $272.18 ↑ $4.42 (+1.65%) | Vol: 45.2M
- 52-Week: $169.21 ———————●——— $288.62
-
- Fundamentals
- Mkt Cap: $4.1T P/E: 33.2 Fwd P/E: 28.5
- EPS: $8.20 Rev: $394.3B Margin: 26.1%
- ROE: 157.4% D/E: 1.87 FCF: $101.2B
- Div Yield: 0.44% Beta: 1.24 Short: 0.65%
-
- Technical
- RSI (14): 58.3 (neutral) | MACD: +1.23 (bullish)
- Above 50-day SMA ($265) ✓ | Above 200-day SMA ($232) ✓
- Trend: Golden Cross (bullish)
-
- Analyst Consensus
- Strong Buy (28) | Buy (8) | Hold (5) | Sell (1)
- Target: $245 – $320 (median $290)
+ # Stock Analysis
- Score: 7.8/10
- Valuation: 5 | Profitability: 9 | Growth: 7 | Health: 6
- Momentum: 7 | Dividends: 4 | Sentiment: 8 | Risk: 6
- ```
+ ## Purpose
- ## API Reference
+ Analyze stocks, ETFs, and crypto using Yahoo Finance and Alpha Vantage. Get real-time quotes, fundamentals (P/E, EPS, margins, balance sheet), technical indicators (RSI, MACD, Bollinger), dividends, earnings, options chains, analyst ratings, institutional holders, sector comparisons, and screening. Use when the user asks about stock prices, company financials, market trends, portfolio analysis, or any investment research.
- ### Yahoo Finance Chart API (no auth)
+ ## Routing
- ```
- GET https://query1.finance.yahoo.com/v8/finance/chart/{SYMBOL}
- ```
+ - Use when: User asks about stock prices, company fundamentals, market analysis, investment research, portfolio review, technical indicators, options, dividends, earnings, or crypto prices
+ - Do not use when: User asks about prediction markets (use polymarket skill), personal banking, or tax advice
+ - Outputs: Stock quotes, fundamental analysis, technical indicators, analyst ratings, comparison tables, screening results, 8-dimensional scores
+ - Success criteria: User receives accurate financial data with clear formatting, relevant context, and actionable insights
- | Param | Values |
- |-------|--------|
- | `interval` | `1m`, `5m`, `15m`, `30m`, `1h`, `1d`, `1wk`, `1mo` |
- | `range` | `1d`, `5d`, `1mo`, `3mo`, `6mo`, `1y`, `2y`, `5y`, `10y`, `ytd`, `max` |
+ ## Trigger Examples
- ### Alpha Vantage Technical Indicators
+ ### Positive
- | Indicator | Function | Key Params |
- |-----------|----------|------------|
- | RSI | `RSI` | `time_period=14` |
- | MACD | `MACD` | default 12/26/9 |
- | Bollinger | `BBANDS` | `time_period=20` |
- | SMA | `SMA` | `time_period=50` or `200` |
- | EMA | `EMA` | `time_period=20` |
- | Stochastic | `STOCH` | default |
- | ADX | `ADX` | `time_period=14` |
- | OBV | `OBV` | — |
- | CCI | `CCI` | `time_period=20` |
- | Aroon | `AROON` | `time_period=14` |
+ - Use the stock-analysis skill for this request.
+ - Help me with stock analysis.
+ - User asks about stock prices, company fundamentals, market analysis, investment research, portfolio review, technical indicators, options, dividends, earnings, or crypto prices
+ - Stock Analysis: provide an actionable result.
- ### yfinance Key Properties
+ ### Negative
- | Property | Returns |
- |----------|---------|
- | `t.info` | Full profile + key stats (60+ fields) |
- | `t.financials` | Annual income statement |
- | `t.quarterly_financials` | Quarterly income statement |
- | `t.balance_sheet` | Balance sheet |
- | `t.cashflow` | Cash flow statement |
- | `t.earnings_dates` | Upcoming/past earnings dates + estimates |
- | `t.recommendations` | Analyst ratings history |
- | `t.analyst_price_targets` | Low/mean/median/high targets |
- | `t.institutional_holders` | Top institutional holders |
- | `t.mutualfund_holders` | Top mutual fund holders |
- | `t.major_holders` | Holder breakdown percentages |
- | `t.dividends` | Dividend history |
- | `t.splits` | Stock split history |
- | `t.options` | Available expiration dates |
- | `t.option_chain(date)` | Calls + puts for an expiration |
- | `t.news` | Recent news articles |
+ - User asks about prediction markets (use polymarket skill), personal banking, or tax advice
+ - Do not use stock-analysis for unrelated requests.
+ - This request is outside stock analysis scope.
+ - This is conceptual discussion only; no tool workflow is needed.
- ## Comparison with ClawHub Version
+ ## Parameters
- | Feature | ClawHub (v6.2.0) | CoWork OS |
- |---------|-------------------|-----------|
- | Data sources | Yahoo Finance | **Yahoo Finance + yfinance + Alpha Vantage** (3 tiers) |
- | Real-time quotes | Yes | Yes — **stocks, ETFs, indices, crypto, forex, international** |
- | Fundamentals | Unknown depth | **60+ fields**: P/E, EPS, margins, ROE, D/E, FCF, and more |
- | Financial statements | Not mentioned | **Income, balance sheet, cash flow** (annual + quarterly) |
- | Technical indicators | Not mentioned | **50+ via Alpha Vantage** + computed RSI/MACD/SMA from raw data |
- | Options chains | Not mentioned | **Full chains**: strikes, Greeks, IV, volume, OI |
- | Earnings | Not mentioned | **History + estimates + surprise + upcoming dates** |
- | Institutional holders | Not mentioned | **Top institutional + mutual fund holders** |
- | Analyst ratings | Not mentioned | **Recommendations + price targets (low/mean/median/high)** |
- | Stock screening | Not mentioned | **yfinance EquityQuery**: filter by any metric, custom sorts |
- | 8-dim scoring | "8-dimensional scoring" | **Detailed framework**: 8 dimensions with weights, metrics, and 1-10 guidelines |
- | Hot Scanner | "Viral trend detection" | **Market scan workflow** with index + sector + volume analysis |
- | Watchlist alerts | Yes | Via scheduled tasks in CoWork OS |
- | Dividend analysis | Yes | **Full workflow**: yield, growth CAGR, payout ratio, aristocrat status, FCF coverage |
- | Crypto | Yes | **BTC-USD format** + 24/7 market awareness |
- | Portfolio review | Yes | **P&L per position + total + diversification + beta** |
- | Computed technicals | Not mentioned | **RSI, MACD, SMA from raw price data** (no API key needed) |
- | Parameters | Unknown | **`ticker` + `analysis_type`** (7 options) |
- | Common workflows | Unknown | **9 detailed recipes** |
+ | Name | Type | Required | Description |
+ |---|---|---|---|
+ | ticker | string | No | Stock ticker symbol (e.g., AAPL, MSFT, BTC-USD, ^GSPC) |
+ | analysis_type | select | No | Type of analysis to perform |
- ## Notes
+ ## Runtime Prompt
- - Yahoo Finance chart API requires no auth — works with plain `curl`
- - yfinance requires `pip install yfinance` but unlocks the richest data
- - Alpha Vantage free tier: 25 requests/day
- - After-hours: `meta.postMarketPrice`, Pre-market: `meta.preMarketPrice`
- - Crypto trades 24/7; stock markets have specific hours
- - Always note: informational only, not financial advice
+ - Current runtime prompt length: 918 characters.
+ - Runtime prompt is defined directly in `../stock-analysis.json`.