Turn any AI into your stock analyst.

What is InvestSkill?

InvestSkill is a collection of 30 structured analysis frameworks that turn any AI assistant into an institutional-quality investment analyst. There is no runtime — every skill is a prompt that works in Claude Code, Cursor, Gemini CLI, GitHub Copilot, ChatGPT, or any other LLM.

Nothing to sign up for, nothing to pay for. No API key, no data-vendor subscription, no billing setup — you bring the AI assistant you already use (a free tier or a local model works too) and InvestSkill is just markdown. See No API keys, no cost.

Ask your AI:  "Evaluate AAPL using the stock-eval framework"
Get back:     Piotroski score · ROIC · moat rating · buy/hold/sell signal

Quick Start

One command, any AI agent — pick yours on the website:

# Claude Code
curl -fsSL https://raw.githubusercontent.com/yennanliu/InvestSkill/main/install.sh | bash -s -- -a claude

# Swap the agent: cursor · copilot · gemini · codex · opencode · any
curl -fsSL https://raw.githubusercontent.com/yennanliu/InvestSkill/main/install.sh | bash -s -- -a cursor

The installer copies every framework into .investskill/prompts/ and wires up your agent’s own entry point — nothing else runs on your machine:

Add -g to install for your user instead of one project, -d DIR to target another directory, or -h for all options. Existing instruction files are appended to, never overwritten, and re-running is a no-op. Read it first if you’d rather not pipe to bash: install.sh.

Claude Code via the plugin marketplace — full slash-command support:

claude
/plugin marketplace add yennanliu/InvestSkill
/plugin install us-stock-analysis
/us-stock-analysis:stock-eval AAPL

Or clone the repo — every framework in prompts/, use it anywhere:

git clone https://github.com/yennanliu/InvestSkill.git
cd InvestSkill

# Cursor
cursor .
# → @prompts/stock-eval.md Evaluate Apple

# Gemini CLI
gemini
# → @prompts/stock-eval.md Evaluate Apple

# Any LLM — paste the prompt file directly
cat prompts/stock-eval.md | pbcopy

Full platform guides: Claude Code · Cursor · Gemini CLI · Ollama

No API Keys, No Cost

InvestSkill is completely free to use — there is nothing to buy, register, or configure.

The only thing you need is an AI assistant you already have. That can be a paid plan (Claude Code, Cursor, Copilot), a free tier (ChatGPT, Gemini, Claude.ai), or a fully offline local model via Ollama — in which case the total cost of running every framework is literally zero.

Because there’s no API, there’s also no telemetry: InvestSkill never sees your tickers, your holdings, or your analysis. See Data & Accuracy for where the numbers actually come from.

Bring your own data. The filing skills (10k-digest, financial-report-analyst, fact-check) carry a keyless SEC EDGAR recipe a tool-enabled assistant can follow by itself. If yours can’t browse, two optional zero-dependency scripts fetch the primary source for you to paste — node scripts/fetch-edgar.js AAPL --form 10-K saves the filing as text, node scripts/fetch-fundamentals.js AAPL builds a reconciled statement pack from the SEC’s XBRL facts. Neither is part of the plugin. Details on the Data & Accuracy page.

The 30 Frameworks

Core Stock Analysis

Financial Reports

Market Monitoring

Advanced Research

Meta & Output

Aliases (redirects)

Three earlier skills were absorbed into larger ones. They are still installed so old references keep working, but they are aliases, not frameworks, and are not counted above.

Example Workflows

5-minute stock screen

/stock-eval NVDA
/stock-eval AMD
→ Piotroski scores + quality rating for quick go/no-go

Complete due diligence

/stock-eval AAPL
/stock-valuation AAPL --methods all
/competitor-analysis AAPL
/financial-report-analyst AAPL 10-K
→ Full investment thesis in one session

Earnings season playbook

/stock-eval TICKER                    ← pre-earnings baseline
/earnings-call-analysis TICKER        ← post-earnings [paste transcript]
/options-analysis TICKER --earnings   ← vol expectations + strategy
→ Complete earnings thesis

Export a professional report

/full-report AAPL
→ Saves output/AAPL_report_2026-05-12.html
   (hero header · metric cards · interactive Chart.js · signal block)

Output Format

Every skill ends with a standardized Investment Signal 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        ║
╚══════════════════════════════════════════════╝

HTML reports render this as a styled dark panel with a score progress bar, ghost watermark text, and a teal/sky gradient accent — see report-generator for the full design system.

Platform Support

Learn the Frameworks

New to investing, or unsure which skill to reach for? Start here:

Documentation

Contributing

See ADDING-NEW-SKILLS.md for the full process. The short version:

1. node scripts/new-skill.js <name> --category <core|reports|monitoring|advanced|meta> --title "…" --desc "…" — scaffolds SKILL.md with the full output contract and wires the skill into the site, READMEs, cross-AI configs, and CHANGELOG
2. Write the analysis in plugins/us-stock-analysis/skills/<name>/SKILL.md, then node scripts/sync-prompts.js <name> — prompts/<name>.md is generated from it (skills are auto-discovered; no plugin.json change)
3. Run npm test — structure, prompt sync, skill contract, counts, and install script must all pass

Open an issue to report bugs · Start a discussion to propose features.

Version: 1.12.0 · Frameworks: 30 analysis frameworks (+ 3 aliases, 1 output tool) · Skills: 34 · Platforms: 7 · License: MIT · Tests: all passing