Stock Analysis

SKILL.md

---
name: stock-analysis-fixed
description: Use when analyzing stocks or cryptocurrencies with public market data, comparing tickers, and producing structured notes for a portfolio or watchlist.
tags: [stock, finance, analysis, portfolio, crypto, trending, alerts, dividend, scanner]
version: 1.0.1
---

# Stock Analysis

This skill is a research playbook for market analysis. It does not include a custom CLI, broker integration, or hidden installer.

## When to use

- You need a quick structured read on a stock or crypto asset.
- You want to compare multiple tickers.
- You want a repeatable checklist for portfolio reviews, dividend checks, or trend analysis.

## Analysis workflow

1. Start with the objective.
   Decide whether you are reviewing a long-term thesis, short-term reaction, dividend profile, or relative comparison.
2. Gather public data.
   Price action, volume, trend, major news, earnings dates, valuation, and dividend metrics when relevant.
3. Score the asset by dimension.
   Momentum, valuation, balance-sheet quality, growth, volatility, market context, event risk, and thesis durability.
4. Write the conclusion.
   Summarize the key drivers, the main risks, and what would invalidate the view.

## Useful output format

- Ticker and market
- Why it is being reviewed
- Bull case
- Bear case
- Key metrics
- Near-term catalysts
- Decision for the watchlist or portfolio

## Guardrails

- Separate facts from interpretation.
- Cite the data source you used when numbers matter.
- Do not imply real-time or automated alerts unless they were actually configured elsewhere.
- This skill is for research and education, not investment advice or order execution.