InvestSkill
Professional investment analysis and stock evaluation skills — works with Claude Code, Gemini CLI, GitHub Copilot, Cursor, and any AI assistant.
Quick Links
Install
claude
# add to marketplace
/plugin marketplace add yennanliu/InvestSkill
# install
/plugin install us-stock-analysis
# check installed list
/plugin list
# test
- /us-stock-analysis:fundamental-analysis AAPL # - For fundamental analysis
- /us-stock-analysis:technical-analysis AAPL # - For technical analysis
- /us-stock-analysis:economics-analysis # - For economic context
- Local dev
claude
# Add local marketplace
/plugin marketplace add /Users/yennanliu/InvestSkill
# Install plugin
/plugin install us-stock-analysis@invest-skill
Overview
InvestSkill is a comprehensive investment analysis toolkit providing professional-grade frameworks for US stock market analysis. It works natively as a Claude Code plugin and also as universal prompts compatible with Gemini CLI, GitHub Copilot, Cursor, and any AI assistant.
Features
- Financial Report Analyst: Extract insights from 10-K/10-Q/annual reports — accounting quality, MD&A analysis, risk factor changes, red flag detection (New in v1.3.0)
- Multi-Method Stock Valuation: DCF + comparable company analysis + EV/EBITDA + P/E + residual income, with football field summary (New in v1.3.0)
- Stock Evaluation: Comprehensive analysis with Piotroski F-Score, ROIC/WACC, DCF framework, and risk matrix
- Economics Analysis: US macro indicators with yield curve, credit spreads, and recession probability scoring
- Fundamental Analysis: Deep-dive financial statement analysis with visualizations
- Technical Analysis: Chart patterns, multi-timeframe analysis, Volume Profile, and Ichimoku Cloud
- Portfolio Review: Performance analysis and optimization
- Sector Analysis: Sector rotation and market positioning
- Interactive Reports: Generate HTML/PDF reports with visualizations and signal blocks
- Earnings Call Analysis: Analyze earnings call transcripts for sentiment and insights
- Insider Trading Tracking: Monitor insider buying/selling activity from SEC filings
- Institutional Ownership: Track smart money moves from 13F filings
- Dividend Analysis: Dividend safety scoring, yield trap detection, and income projections
- Short Interest Analysis: Squeeze scoring, borrow rates, bearish thesis evaluation
- Options Analysis: Greeks, IV analysis, strategy selector, and earnings plays
- Research Bundle: Full multi-skill analysis chained into a unified investment thesis
- DCF Valuation: Intrinsic value modeling with sensitivity tables and margin of safety
- Competitor Analysis: Economic moat scoring, Porter's Five Forces, competitive benchmarking
- Standardized Signals: All 18 skills output a unified BULLISH/NEUTRAL/BEARISH signal block
- Cross-AI Compatible: Universal prompts work with any AI assistant (see
prompts/directory)
Installation
For Users
Add the marketplace and install the plugin:
# Add marketplace from GitHub
/plugin marketplace add yennanliu/InvestSkill
# Install the plugin
/plugin install us-stock-analysis@invest-skill
For Local Development
# Add local marketplace
/plugin marketplace add /Users/yennanliu/InvestSkill
# Install plugin
/plugin install us-stock-analysis@invest-skill