# InvestSkill

Professional investment analysis and stock evaluation skills — works with Claude Code, Gemini CLI, GitHub Copilot, Cursor, and any AI assistant.

📖 English | 繁體中文版 (Traditional Chinese)

📚 View Documentation Website

# Quick Links

📖 Cookbook — Demo Examples, Setup & Core Concepts
📝 Blog Post: InvestSkill - Claude Code Financial Analysis Plugin
📊 Example Output: Comprehensive Analysis Report (PLTR)
📊 More Output: Finance data

# 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

# Available Skills

# Core Analysis Skills

/stock-eval - Evaluate US stocks with Piotroski F-Score, ROIC/WACC, DCF framework, and risk matrix
/economics-analysis - Analyze US economic indicators, yield curve, credit spreads, and recession probability
/fundamental-analysis - Deep fundamental analysis using financials (with --visual flag)
/technical-analysis - Technical chart analysis with MTF, Volume Profile, Ichimoku (with --chart flag)
/portfolio-review - Portfolio performance and optimization review
/sector-analysis - US market sector analysis and rotation

# Enhanced Data Analysis (New in v1.1.0)

/report-generator - Generate professional HTML/PDF reports with interactive charts and signal blocks
/earnings-call-analysis - Analyze earnings call transcripts for sentiment, themes, and management tone
/insider-trading - Track insider buying/selling activity from SEC Form 4 filings
/institutional-ownership - Monitor institutional holdings changes from 13F filings

# Advanced Analysis Skills (New in v1.2.0)

/dividend-analysis - Dividend safety scoring, Chowder Rule, yield trap detection, income projections
/short-interest - Short squeeze scoring, borrow rates, bearish thesis evaluation
/options-analysis - Greeks analysis, IV rank, strategy selector, earnings play setup
/research-bundle - Full multi-skill research chained into a unified investment thesis with composite score
/dcf-valuation - Intrinsic value DCF model with 3-scenario sensitivity table and margin of safety
/competitor-analysis - Economic moat scoring, Porter’s Five Forces, competitive benchmarking

# New Skills (v1.3.0)

/financial-report-analyst - Analyze 10-K/10-Q/annual reports: accounting quality scoring, MD&A deep read, risk factor change detection, management tone analysis, footnote red flags
/stock-valuation - Multi-method valuation: DCF + comparable company analysis (CCA) + EV/EBITDA + P/E + residual income, with football field summary and risk-adjusted expected return

# Usage Examples

# Core Analysis

# Evaluate a specific stock
/stock-eval AAPL

# Get economic outlook
/economics-analysis

# Deep dive into fundamentals
/fundamental-analysis MSFT

# Deep dive with visualizations
/fundamental-analysis NVDA --visual

# Technical chart analysis
/technical-analysis TSLA

# Technical analysis with chart generation
/technical-analysis GOOGL --chart

# Review portfolio
/portfolio-review [paste your holdings]

# Analyze sectors
/sector-analysis

# Enhanced Data Analysis (v1.1.0)

# Generate HTML/PDF report with visualizations
/report-generator --type comprehensive --data [paste analysis results]

# Analyze earnings call transcript
/earnings-call-analysis AAPL [paste transcript or provide URL]

# Track insider trading activity
/insider-trading TSLA

# Monitor institutional ownership changes
/institutional-ownership MSFT

# Track specific institutional investors
/institutional-ownership META --smart-money

# Advanced Analysis (v1.2.0)

# Dividend safety and income analysis
/dividend-analysis JNJ
/dividend-analysis --portfolio [list of tickers]

# Short squeeze potential
/short-interest GME
/short-interest --scan squeeze-potential

# Options strategy selection
/options-analysis AAPL --strategy bullish
/options-analysis NVDA --earnings
/options-analysis TSLA --iv

# Comprehensive research bundle (chains all skills)
/research-bundle AAPL
/research-bundle NVDA --quick
/research-bundle AAPL,MSFT,GOOGL --compare

# DCF intrinsic value model
/dcf-valuation MSFT
/dcf-valuation NVDA --scenarios
/dcf-valuation GOOGL --visual

# Competitive moat analysis
/competitor-analysis AAPL
/competitor-analysis NVDA --peers AMD,INTC,QCOM
/competitor-analysis GOOGL --moat-only

# Report Generation Workflow

# Step 1: Run fundamental analysis with visualization
/fundamental-analysis AAPL --visual

# Step 2: Generate HTML report from the analysis
/report-generator --type comprehensive

# Step 3: Open HTML file in browser and export to PDF
# The report includes interactive charts and can be printed to PDF

# New Analysis Skills (v1.3.0)

# Analyze a 10-K or 10-Q filing
/financial-report-analyst AAPL 10-K
/financial-report-analyst MSFT 10-Q --section risk-factors
/financial-report-analyst NVDA 10-K --full

# Multi-method stock valuation (DCF + comps + EV multiples)
/stock-valuation AAPL
/stock-valuation MSFT --methods dcf,cca,ev-ebitda
/stock-valuation NVDA --full --visual
/stock-valuation GOOGL --quick

# Cross-AI Compatibility

InvestSkill v1.3.0 introduces universal prompt files that work with any AI assistant — not just Claude Code.

# Universal Prompts (`prompts/` directory)

All 18 analysis frameworks are available as standalone markdown prompts in the prompts/ directory. Use them with any AI tool:

prompts/
├── financial-report-analyst.md   # 10-K/10-Q analysis
├── stock-valuation.md            # Multi-method valuation
├── stock-eval.md                 # Comprehensive evaluation
├── fundamental-analysis.md       # Financial statement analysis
├── technical-analysis.md         # Chart and indicator analysis
├── dcf-valuation.md              # DCF intrinsic value model
├── economics-analysis.md         # US macro analysis
├── earnings-call-analysis.md     # Transcript analysis
├── insider-trading.md            # Form 4 analysis
├── institutional-ownership.md    # 13F analysis
├── competitor-analysis.md        # Moat and competitive analysis
├── dividend-analysis.md          # Dividend safety analysis
├── short-interest.md             # Short squeeze analysis
├── options-analysis.md           # Greeks and strategy
├── portfolio-review.md           # Portfolio analysis
├── sector-analysis.md            # Sector rotation
└── research-bundle.md            # Full chained analysis

# Using with Gemini CLI

# Gemini CLI reads GEMINI.md automatically for project context
gemini

# Reference a prompt file directly
> @prompts/stock-valuation.md Analyze NVDA using all valuation methods

# Financial report analysis
> @prompts/financial-report-analyst.md [paste your 10-K text here]

# Using with GitHub Copilot

The .github/copilot-instructions.md file configures Copilot with InvestSkill’s analysis frameworks. Open a chat and ask:

# In Copilot Chat
Analyze AAPL using the stock-valuation framework

# Reference a prompt file
Use the framework in prompts/fundamental-analysis.md to analyze MSFT

# Using with Cursor

The .cursor/rules/invest-skill.mdc file is automatically loaded by Cursor. Use the AI chat:

# Cursor AI Chat
@prompts/financial-report-analyst.md Analyze this 10-Q section: [paste text]

# Or just ask naturally — Cursor knows the frameworks
Perform a DCF valuation of NVDA using the InvestSkill methodology

# Using with Any AI Assistant (ChatGPT, Claude.ai, etc.)

Copy the content of any prompts/*.md file and paste it as a system prompt or at the start of your conversation:

# Copy prompts/stock-valuation.md content
# Paste into any AI chat, then:
"Analyze AAPL using the framework above"

# Structure

InvestSkill/
├── .claude-plugin/
│   └── marketplace.json              # Marketplace configuration
├── .cursor/
│   └── rules/
│       └── invest-skill.mdc          # Cursor AI rules (v1.3.0)
├── .github/
│   └── copilot-instructions.md       # GitHub Copilot workspace config (v1.3.0)
├── prompts/                           # Universal prompts — work with any AI (v1.3.0)
│   ├── financial-report-analyst.md
│   ├── stock-valuation.md
│   ├── stock-eval.md
│   ├── fundamental-analysis.md
│   ├── technical-analysis.md
│   ├── dcf-valuation.md
│   ├── economics-analysis.md
│   ├── earnings-call-analysis.md
│   ├── insider-trading.md
│   ├── institutional-ownership.md
│   ├── competitor-analysis.md
│   ├── dividend-analysis.md
│   ├── short-interest.md
│   ├── options-analysis.md
│   ├── portfolio-review.md
│   ├── sector-analysis.md
│   └── research-bundle.md
├── plugins/
│   └── us-stock-analysis/
│       ├── .claude-plugin/
│       │   └── plugin.json           # Plugin manifest
│       ├── skills/
│       │   ├── stock-eval/
│       │   │   └── SKILL.md
│       │   ├── economics-analysis/
│       │   │   └── SKILL.md
│       │   ├── fundamental-analysis/
│       │   │   └── SKILL.md
│       │   ├── technical-analysis/
│       │   │   └── SKILL.md
│       │   ├── portfolio-review/
│       │   │   └── SKILL.md
│       │   ├── sector-analysis/
│       │   │   └── SKILL.md
│       │   ├── report-generator/
│       │   │   └── SKILL.md
│       │   ├── earnings-call-analysis/
│       │   │   └── SKILL.md
│       │   ├── insider-trading/
│       │   │   └── SKILL.md
│       │   ├── institutional-ownership/
│       │   │   └── SKILL.md
│       │   ├── dividend-analysis/
│       │   │   └── SKILL.md
│       │   ├── short-interest/
│       │   │   └── SKILL.md
│       │   ├── options-analysis/
│       │   │   └── SKILL.md
│       │   ├── research-bundle/
│       │   │   └── SKILL.md
│       │   ├── dcf-valuation/
│       │   │   └── SKILL.md
│       │   ├── competitor-analysis/
│       │   │   └── SKILL.md
│       │   ├── financial-report-analyst/
│       │   │   └── SKILL.md          # New v1.3.0: 10-K/10-Q report analysis
│       │   └── stock-valuation/
│       │       └── SKILL.md          # New v1.3.0: Multi-method valuation
│       └── README.md
├── GEMINI.md                          # Gemini CLI project instructions (v1.3.0)
├── LICENSE
└── README.md

# Report Generation

InvestSkill v1.1.0 introduces professional report generation capabilities with interactive visualizations.

# Features

HTML Reports: Standalone HTML files with embedded Chart.js visualizations
PDF Export: Print-to-PDF support via browser or command-line tools
Interactive Charts: Line charts, bar charts, candlestick charts, and more
Professional Styling: Financial report-grade formatting and layout
Mobile Responsive: Works on desktop and mobile devices

# Workflow

Run Analysis with Visualization
```
/fundamental-analysis AAPL --visual
```
This generates analysis with chart data tables
Generate HTML Report
```
/report-generator --type comprehensive
```
Creates investment-report-AAPL-20260217-143022.html
Export to PDF
- Browser: Open HTML → Print → Save as PDF
- Command Line: wkhtmltopdf report.html report.pdf
- Node.js: Use Playwright or Puppeteer

# Report Templates

Executive Summary: 1-2 pages, key metrics and charts
Comprehensive Analysis: 5-10 pages, full detailed analysis
Portfolio Review: Multi-stock comparison and allocation

# Visualization Types

Revenue/earnings growth trends (line charts)
Profit margin comparisons (line charts)
Balance sheet composition (stacked bar charts)
Cash flow waterfalls (waterfall charts)
Valuation multiples (grouped bar charts)
Price charts with indicators (candlestick + overlays)
Volume analysis (bar charts)
Technical indicators (RSI, MACD panels)

# CI/CD & Automation

This project includes comprehensive GitHub Actions workflows for quality assurance and automated releases.

# Automated Workflows

Validation (validate.yml)

Runs on every push and PR to main/develop branches
Validates JSON structure (marketplace.json, plugin.json)
Checks required files and fields
Validates SKILL.md frontmatter
Ensures version consistency across files

PR Checks (pr-check.yml)

Quick validation on pull requests
JSON syntax checking
Required fields validation
SKILL.md file linting

Auto Release (release.yml)

Triggers on version tags (v*)
Creates distribution packages (.tar.gz)
Generates SHA256 checksums
Creates GitHub releases with artifacts
Extracts release notes from CHANGELOG.md

Auto Labeling (label-pr.yml)

Automatically labels PRs based on changed files
Adds size labels (small/medium/large)
Helps with PR organization and review

First-Time Contributor Greetings (greetings.yml)

Welcomes new contributors
Provides helpful information for first-time issues/PRs

# Creating a Release

To create a new release:

Update version numbers:

# Update plugins/us-stock-analysis/.claude-plugin/plugin.json
# Update .claude-plugin/marketplace.json

Update CHANGELOG.md:

## [1.1.0] - 2026-02-16
### Added
- New feature description

Commit changes:

git add .
git commit -m "chore: bump version to 1.1.0"
git push origin main

Create and push tag:
```
git tag v1.1.0
git push origin v1.1.0
```
GitHub Actions will automatically:
- Validate the plugin structure
- Create distribution packages
- Generate release notes
- Publish the release with artifacts

# Validation Badges

Add these badges to show build status (update username/repo):

![Validate](https://github.com/yennanliu/InvestSkill/actions/workflows/validate.yml/badge.svg)
![Release](https://github.com/yennanliu/InvestSkill/actions/workflows/release.yml/badge.svg)

# Contributing

Contributions are welcome! Please read our Contributing Guide for detailed information.

Quick Start:

Fork the repository
Create your feature branch (git checkout -b feature/AmazingFeature)
Commit your changes (git commit -m 'feat: add some AmazingFeature')
Push to the branch (git push origin feature/AmazingFeature)
Open a Pull Request

See CONTRIBUTING.md for detailed guidelines on:

Adding new skills
Creating plugins
Testing changes
Commit message format
Version numbering

# Publishing

To share this marketplace with others:

Push to GitHub:

git add .
git commit -m "Initial plugin marketplace setup"
git push origin main

Users can then add your marketplace:

/plugin marketplace add yennanliu/InvestSkill

# Roadmap

[x] ~~Add options analysis skill~~ (v1.2.0)
[x] ~~Add DCF valuation skill~~ (v1.2.0)
[x] ~~Add dividend analysis skill~~ (v1.2.0)
[x] ~~Add competitor/moat analysis~~ (v1.2.0)
[x] ~~Add financial report analyst (10-K/10-Q)~~ (v1.3.0)
[x] ~~Add multi-method stock valuation~~ (v1.3.0)
[x] ~~Cross-AI compatibility (Gemini CLI, Copilot, Cursor)~~ (v1.3.0)
[ ] Add crypto analysis skill
[ ] Add earnings calendar integration
[ ] Add news sentiment analysis
[ ] Add risk management calculator (VaR, stress testing)
[ ] Add backtesting capabilities
[ ] Add international market skills (EU, Asia)
[ ] Add real-time data API integrations

# License

MIT License - see LICENSE file for details.

# Disclaimer

This plugin provides educational analysis and is not financial advice. Always consult with qualified financial advisors before making investment decisions. Past performance does not guarantee future results.

# Resources

# Support

For issues, questions, or suggestions, please open an issue on GitHub.

# InvestSkill

# Quick Links

# Install

# Overview

# Features

# Installation

# For Users

# For Local Development

# Available Skills

# Core Analysis Skills

# Enhanced Data Analysis (New in v1.1.0)

# Advanced Analysis Skills (New in v1.2.0)

# New Skills (v1.3.0)

# Usage Examples

# Core Analysis

# Enhanced Data Analysis (v1.1.0)

# Advanced Analysis (v1.2.0)

# Report Generation Workflow

# New Analysis Skills (v1.3.0)

# Cross-AI Compatibility

# Universal Prompts (prompts/ directory)

# Using with Gemini CLI

# Using with GitHub Copilot

# Using with Cursor

# Using with Any AI Assistant (ChatGPT, Claude.ai, etc.)

# Structure

# Report Generation

# Features

# Workflow

# Report Templates

# Visualization Types

# CI/CD & Automation

# Automated Workflows

# Creating a Release

# Validation Badges

# Contributing

# Publishing

# Roadmap

# License

# Disclaimer

# Resources

# Support

# Universal Prompts (`prompts/` directory)