PaperclipOrg
Claude Agent Skill · by Tradermonty

Us Stock Analysis

Install Us Stock Analysis skill for Claude Code from tradermonty/claude-trading-skills.

Install
Terminal · npx
$npx skills add https://github.com/tradermonty/claude-trading-skills --skill us-stock-analysis
Works with Paperclip

How Us Stock Analysis fits into a Paperclip company.

Us Stock Analysis drops into any Paperclip agent that handles this kind of work. Assign it to a specialist inside a pre-configured PaperclipOrg company and the skill becomes available on every heartbeat — no prompt engineering, no tool wiring.

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Pre-configured AI company — 18 agents, 18 skills, one-time purchase.

$27$59
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Source file
SKILL.md294 lines
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---name: us-stock-analysisdescription: Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Use when user requests analysis of US stock tickers (e.g., "analyze AAPL", "compare TSLA vs NVDA", "give me a report on Microsoft"), evaluation of financial metrics, technical chart analysis, or investment recommendations for American stocks.--- # US Stock Analysis ## Overview Perform comprehensive analysis of US stocks covering fundamental analysis (financials, business quality, valuation), technical analysis (indicators, trends, patterns), peer comparisons, and generate detailed investment reports. Fetch real-time market data via web search tools and apply structured analytical frameworks. ## Data Sources Always use web search tools to gather current market data: **Primary Data to Fetch:**1. **Current stock price and trading data** (price, volume, 52-week range)2. **Financial statements** (income statement, balance sheet, cash flow)3. **Key metrics** (P/E, EPS, revenue, margins, debt ratios)4. **Analyst ratings and price targets**5. **Recent news and developments**6. **Peer/competitor data** (for comparisons)7. **Technical data** (moving averages, RSI, MACD when available) **Search Strategy:**- Use ticker symbol + specific data needed (e.g., "AAPL financial metrics 2024")- For comprehensive data: Search for earnings reports, investor presentations, or SEC filings- For technical data: Search for "AAPL technical analysis" or use financial data sites- Always verify data recency (prefer data from last quarter) **Quality Sources:**- Yahoo Finance, Google Finance, MarketWatch, Seeking Alpha, Bloomberg, CNBC- Company investor relations pages- SEC filings (10-K, 10-Q) for detailed financials- TradingView, StockCharts for technical data ## Analysis Types This skill supports four types of analysis. Determine which type(s) the user needs: 1. **Basic Stock Info** - Quick overview with key metrics2. **Fundamental Analysis** - Deep dive into business, financials, valuation3. **Technical Analysis** - Chart patterns, indicators, trend analysis4. **Comprehensive Report** - Complete analysis combining all approaches ## Analysis Workflows ### 1. Basic Stock Information **When to Use:** User asks for quick overview or basic info **Steps:**1. Search for current stock data (price, volume, market cap)2. Gather key metrics (P/E, EPS, revenue growth, margins)3. Get 52-week range and year-to-date performance4. Find recent news or major developments5. Present in concise summary format **Output Format:**- Company description (1-2 sentences)- Current price and trading metrics- Key valuation metrics (table)- Recent performance- Notable recent news (if any) ### 2. Fundamental Analysis **When to Use:** User wants financial analysis, valuation assessment, or business evaluation **Steps:**1. **Gather comprehensive financial data:**   - Revenue, earnings, cash flow (3-5 year trends)   - Balance sheet metrics (debt, cash, working capital)   - Profitability metrics (margins, ROE, ROIC) 2. **Read references/fundamental-analysis.md** for analytical framework 3. **Read references/financial-metrics.md** for metric definitions and calculations 4. **Analyze business quality:**   - Competitive advantages   - Management track record   - Industry position 5. **Perform valuation analysis:**   - Calculate key ratios (P/E, PEG, P/B, EV/EBITDA)   - Compare to historical averages   - Compare to peer group   - Estimate fair value range 6. **Identify risks:**   - Company-specific risks   - Market/macro risks   - Red flags from financial data 7. **Generate output** following references/report-template.md structure **Critical Analyses:**- Profitability trends (improving/declining margins)- Cash flow quality (FCF vs earnings)- Balance sheet strength (debt levels, liquidity)- Growth sustainability- Valuation vs peers and historical average ### 3. Technical Analysis **When to Use:** User asks for technical analysis, chart patterns, or trading signals **Steps:**1. **Gather technical data:**   - Current price and recent price action   - Volume trends   - Moving averages (20-day, 50-day, 200-day)   - Technical indicators (RSI, MACD, Bollinger Bands) 2. **Read references/technical-analysis.md** for indicator definitions and patterns 3. **Identify trend:**   - Uptrend, downtrend, or sideways   - Strength of trend 4. **Locate support and resistance levels:**   - Recent highs and lows   - Moving average levels   - Round numbers 5. **Analyze indicators:**   - RSI: Overbought (>70) or oversold (<30)   - MACD: Crossovers and divergences   - Volume: Confirmation or divergence   - Bollinger Bands: Squeeze or expansion 6. **Identify chart patterns:**   - Reversal patterns (head and shoulders, double top/bottom)   - Continuation patterns (flags, triangles) 7. **Generate technical outlook:**   - Current trend assessment   - Key levels to watch   - Risk/reward analysis   - Short and medium-term outlook **Interpretation Guidelines:**- Confirm signals with multiple indicators- Consider volume for validation- Note divergences between price and indicators- Always identify risk levels (stop-loss) ### 4. Comprehensive Investment Report **When to Use:** User asks for detailed report, investment recommendation, or complete analysis **Steps:**1. **Perform data gathering** (as in Basic Info) 2. **Execute fundamental analysis** (follow workflow above) 3. **Execute technical analysis** (follow workflow above) 4. **Read references/report-template.md** for complete report structure 5. **Synthesize findings:**   - Integrate fundamental and technical insights   - Develop bull and bear cases   - Assess risk/reward 6. **Generate recommendation:**   - Buy/Hold/Sell rating   - Target price with timeframe   - Conviction level   - Entry strategy 7. **Create formatted report** following template structure **Report Must Include:**- Executive summary with recommendation- Company overview- Investment thesis (bull and bear cases)- Fundamental analysis section- Technical analysis section- Valuation analysis- Risk assessment- Catalysts and timeline- Conclusion ## Stock Comparison Analysis **When to Use:** User asks to compare two or more stocks (e.g., "compare AAPL vs MSFT") **Steps:**1. **Gather data for all stocks:**   - Follow data gathering steps for each ticker   - Ensure comparable timeframes 2. **Read references/fundamental-analysis.md** and references/financial-metrics.md 3. **Create side-by-side comparison:**   - Business models comparison   - Financial metrics table (all key ratios)   - Valuation metrics table   - Growth rates comparison   - Profitability comparison   - Balance sheet strength 4. **Identify relative strengths:**   - Where each company excels   - Quantified advantages 5. **Technical comparison:**   - Relative strength   - Momentum comparison   - Which is in better technical position 6. **Generate recommendation:**   - Which stock is more attractive and why   - Consider both fundamental and technical factors   - Portfolio allocation suggestion   - Risk-adjusted return assessment **Output Format:** Follow "Comparison Report Structure" in references/report-template.md ## Output Guidelines **General Principles:**- Use tables for financial data and comparisons (easy to scan)- Bold key metrics and findings- Include data sources and dates- Quantify whenever possible- Present both bull and bear perspectives- Be clear about assumptions and uncertainties **Formatting:**- **Headers** for clear section separation- **Tables** for metrics, comparisons, historical data- **Bullet points** for lists, factors, risks- **Bold text** for key findings, important metrics- **Percentages** for growth rates, returns, margins- **Currency** formatted consistently ($B for billions, $M for millions) **Tone:**- Objective and balanced- Acknowledge uncertainty- Support claims with data- Avoid hyperbole- Present risks clearly ## Reference Files Load these references as needed during analysis: **references/technical-analysis.md**- When: Performing technical analysis or interpreting indicators- Contains: Indicator definitions, chart patterns, support/resistance concepts, analysis workflow **references/fundamental-analysis.md**- When: Performing fundamental analysis or business evaluation- Contains: Business quality assessment, financial health analysis, valuation frameworks, risk assessment, red flags **references/financial-metrics.md**- When: Need definitions or calculation methods for financial ratios- Contains: All key metrics with formulas (profitability, valuation, growth, liquidity, leverage, efficiency, cash flow) **references/report-template.md**- When: Creating comprehensive report or comparison- Contains: Complete report structure, formatting guidelines, section templates, comparison format ## Example Queries **Basic Info:**- "What's the current price of AAPL?"- "Give me key metrics for Tesla"- "Quick overview of Microsoft stock" **Fundamental:**- "Analyze NVDA's financials"- "Is Amazon overvalued?"- "Evaluate Apple's business quality"- "What's Google's debt situation?" **Technical:**- "Technical analysis of TSLA"- "Is Netflix oversold?"- "Show me support levels for AAPL"- "What's the trend for AMD?" **Comprehensive:**- "Complete analysis of Microsoft"- "Give me a full report on AAPL"- "Should I invest in Tesla? Give me detailed analysis" **Comparison:**- "Compare AAPL vs MSFT"- "Tesla vs Nvidia - which is better?"- "Analyze Meta vs Google"