From us-stock-analysis
Reviews investment portfolio performance metrics, asset allocation, risk, and holdings; provides rebalancing recommendations, optimization actions, and standardized bullish/bearish signals.
npx claudepluginhub yennanliu/investskill --plugin us-stock-analysisThis skill uses the workspace's default tool permissions.
Comprehensive portfolio analysis and optimization recommendations.
Generates accurate performance reports for investment portfolios with benchmarks, attribution, risk dashboards, and GIPS summaries. Useful for return calculations, quarterly reports, and client presentations.
Analyzes portfolio risk using EODHD data: technical indicators, sentiment shifts, insider alerts, ESG scores, volatility metrics. For assessing holdings or risk/reward evaluation.
Aggregates investment holdings across taxable brokerage, 401k, HSA into asset allocation view, computes drift vs target, proposes tax-efficient rebalances preferring advantaged accounts, flags >5% drift and 401k match issues.
Share bugs, ideas, or general feedback.
Comprehensive portfolio analysis and optimization recommendations.
Performance Metrics
Asset Allocation
Risk Assessment
Holdings Review
Rebalancing Needs
Diversification Improvements
Performance Enhancement
Deliver comprehensive portfolio review with:
Focus on actionable insights aligned with investment objectives and risk tolerance.
All analysis concludes with this standardized block:
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║ INVESTMENT SIGNAL ║
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║ Signal: BULLISH / NEUTRAL / BEARISH ║
║ Confidence: HIGH / MEDIUM / LOW ║
║ Horizon: SHORT / MEDIUM / LONG-TERM ║
║ Score: X.X / 10 ║
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║ Action: BUY / HOLD / SELL ║
║ Conviction: STRONG / MODERATE / WEAK ║
╚══════════════════════════════════════════════╝
Score Guide: 8.0–10.0 Strongly Bullish | 6.0–7.9 Moderately Bullish | 4.0–5.9 Neutral | 2.0–3.9 Moderately Bearish | 0.0–1.9 Strongly Bearish Confidence: HIGH (strong data, clear signals) | MEDIUM (mixed signals) | LOW (limited data, conflicting signals) Horizon: SHORT-TERM (1 week–3 months) | MEDIUM-TERM (3 months–1 year) | LONG-TERM (1+ years)