From us-stock-analysis
Chains InvestSkill modules for structured stock research: business analysis, valuation, market signals, technicals into unified investment thesis with composite score. Use for due diligence.
npx claudepluginhub yennanliu/investskill --plugin us-stock-analysisThis skill uses the workspace's default tool permissions.
Run a complete, structured research process for a single stock by systematically applying multiple InvestSkill analysis modules and synthesizing them into a unified investment thesis with a composite score.
Evaluates US stocks with fundamental analysis, financial health checks, valuation metrics, key ratios, peer comparisons, quality scoring, and risk assessment.
Assesses business quality, competitive moats, management track record, and value sustainability using Morningstar moats and Porter's Five Forces. Use for investment analysis beyond financials.
Analyzes US stocks with fundamental (financial metrics, business quality, valuation), technical (indicators, patterns, support/resistance), peer comparisons, and investment reports via web search data. For queries like 'analyze AAPL' or 'compare TSLA vs NVDA'.
Share bugs, ideas, or general feedback.
Run a complete, structured research process for a single stock by systematically applying multiple InvestSkill analysis modules and synthesizing them into a unified investment thesis with a composite score.
/research-bundle is a meta-skill that orchestrates all other InvestSkill analysis modules in a defined sequence. Rather than running individual skills in isolation, this skill chains them together so that earlier-phase outputs inform later-phase assumptions. The result is a single, comprehensive investment thesis document with a composite score, clearly presented bull and bear cases, and actionable entry/exit strategy.
Use this skill when you need final due diligence before initiating or sizing a position, or when you want a structured, repeatable research process across multiple stocks.
Establish the qualitative and quantitative foundation for the investment thesis before attempting valuation.
/competitor-analysis [TICKER] — Understand moat, competitive position, industry dynamics, Porter's Five Forces, and pricing power/fundamental-analysis [TICKER] — Deep financial statement analysis covering income statement, balance sheet, cash flow, and business quality metricsDetermine what the business is worth using both intrinsic and relative methods.
/dcf-valuation [TICKER] — Intrinsic value estimate using discounted cash flow modeling with three scenarios (Bull/Base/Bear)/stock-eval [TICKER] — Relative valuation vs. peers using P/E, EV/EBITDA, P/S, P/FCF, and sector benchmarksUnderstand what sophisticated market participants are doing with the stock.
/insider-trading [TICKER] — Insider sentiment, transaction patterns, and Form 4 analysis/institutional-ownership [TICKER] — Smart money positioning, 13F changes, concentration, and flow trends/earnings-call-analysis [TICKER] — Management tone, guidance quality, language analysis, and forward signalsIdentify the current technical setup to optimize entry timing relative to the fundamental thesis.
/technical-analysis [TICKER] --chart — Entry timing, trend structure, support/resistance, volume patterns, and momentum indicatorsQuantify downside risks and understand positioning pressure.
/short-interest [TICKER] — Short positioning, days-to-cover, short squeeze potential, and bearish thesis signals/options-analysis [TICKER] — Options market signals including implied volatility, put/call ratios, and options flowResearch Bundle Score = Weighted Composite
Component Weight Sub-Score (0-10)
─────────────────────────────────────────────────────
Business Quality 25% [score from competitor + fundamental]
Valuation 25% [score from DCF + stock-eval]
Market Signals 20% [insider + institutional + earnings]
Technical Setup 15% [technical analysis timing]
Risk Profile 15% [short interest + options signals]
─────────────────────────────────────────────────────
COMPOSITE SCORE 100% X.X / 10
Composite Interpretation:
8.0–10.0 → Strong Buy (all signals aligned)
6.5–7.9 → Buy (most signals positive)
5.0–6.4 → Hold/Watchlist (mixed signals)
3.5–4.9 → Underweight (mostly negative signals)
0.0–3.4 → Sell/Avoid (strong negative signals)
Sub-score derivation:
/competitor-analysis moat score and /fundamental-analysis financial strength scoreWhen signals conflict across skills, apply these rules:
The unified output produced by /research-bundle includes:
Investment Thesis (2–3 paragraphs): What does the company do, why is it a compelling or poor investment at this specific time, and what is the key insight driving the thesis?
Bull Case (3–5 specific, quantifiable reasons to buy with supporting evidence from the phase outputs)
Bear Case (3–5 specific risks with probability assessment and potential impact on intrinsic value)
Composite Score Card (visual table with all component scores, sub-score methodology, and interpretation)
Valuation Summary (intrinsic value per share, current price, margin of safety, upside/downside % for each scenario)
Entry Strategy (current technical setup description, ideal entry price range, recommended position sizing based on conviction level)
Exit Strategy (price targets for base/bull/bear case scenarios, stop loss level, time horizon for thesis to play out)
Monitoring Plan (what to watch quarterly — key metrics to track, events that would change the thesis, early warning signals for thesis degradation)
Standard Signal Output block
# Full bundle — runs all 5 phases sequentially
/research-bundle AAPL
# Partial bundle — skip specific phases
/research-bundle TSLA --skip technical
/research-bundle MSFT --skip options
# Quick bundle — condensed 1-page summary with composite score only
/research-bundle NVDA --quick
# Comparison mode — side-by-side analysis of multiple tickers
/research-bundle AAPL,MSFT,GOOGL --compare
# With visual output — optimized for /report-generator HTML export
/research-bundle AMZN --visual
When --visual flag is used, include chart data tables for report generation:
Chart Type: Radar/spider chart Data Table:
Component Score (0-10)
Business Quality [value]
Valuation [value]
Market Signals [value]
Technical Setup [value]
Risk Profile [value]
Chart Type: Horizontal bar chart
Phase Score Interpretation
Business Quality [X.X] [Excellent/Good/Fair/Weak]
Valuation [X.X] [Deep Value/Fair Value/Expensive]
Market Signals [X.X] [Bullish/Neutral/Bearish]
Technical Setup [X.X] [Strong/Moderate/Weak]
Risk Profile [X.X] [Low/Medium/High Risk]
─────────────────────────────────────────────────
Composite [X.X] [Strong Buy/Buy/Hold/Sell]
--quick mode to check thesis integrity/report-generator for full HTML export with charts--compare, the output produces a side-by-side composite score table ranked by total scoreProvide a unified research bundle report with:
/report-generatorAll analysis concludes with this standardized block:
╔══════════════════════════════════════════════╗
║ INVESTMENT SIGNAL ║
╠══════════════════════════════════════════════╣
║ Signal: BULLISH / NEUTRAL / BEARISH ║
║ Confidence: HIGH / MEDIUM / LOW ║
║ Horizon: SHORT / MEDIUM / LONG-TERM ║
║ Score: X.X / 10 ║
╠══════════════════════════════════════════════╣
║ 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)