Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

Unreleased

[1.6.0] - 2026-04-29

Added

• full-report skill — orchestrates all 15 analysis modules on a ticker and saves a single professional HTML report to output/
• Enhanced chart-master skill with MA overlay, Price+Volume dual-panel, Return Histogram, RSI, MACD, and Support/Resistance charts
• Consistent Chart.js color palette and style guidelines in chart-master

[1.5.0] - 2026-04-28

Added

• New /result-validator skill: meta-analysis agent that audits any InvestSkill output across five dimensions (data quality, methodology soundness, signal consistency, risk coverage, reasoning transparency) and produces a 0–100 confidence score with tier rating (Very High / High / Medium / Low / Very Low) plus adjusted signal block
• New /chart-master skill: visualization agent that generates financial charts in Mermaid (primary), ASCII (fallback), and HTML/Chart.js (rich/interactive); supports bar, line, pie, horizontal comparison, fair-value range, and multi-factor signal dashboard chart types; works across Claude Code, Gemini, Cursor, and GitHub Copilot
• Both skills available as universal prompts/result-validator.md and prompts/chart-master.md for AI-agnostic platforms

[1.4.0] - 2026-02-27

Added

• Auto-deploy workflow (auto-deploy.yml): triggers after Test Suite passes on main, detects version bumps via git tag check, runs pre-deploy validation, publishes GitHub Release with .tar.gz artifacts and checksums, records result in DEPLOYMENTS.md
• scripts/record-deploy.js: appends structured deployment entry to DEPLOYMENTS.md with version, commit SHA, timestamp, release URL, and marketplace targets table
• DEPLOYMENTS.md: auto-maintained deployment history file seeded with v1.1.0–v1.3.0

Improved

• pr-check.yml: added version consistency check, INVESTMENT SIGNAL block validation, skills registry integrity check, and full unit test run
• validate.yml: expanded required files list, stricter version mismatch handling, Node.js unit test step
• .gitignore: added !scripts/*.js exception so test scripts are tracked by git

[1.3.0] - 2026-02-27

Added

• New /financial-report-analyst skill for analyzing 10-K, 10-Q, annual reports, and earnings press releases

  • 8-phase analysis framework: document orientation, MD&A deep read, financial statements, risk factors, footnotes, management tone, YoY comparison, insider activity
  • Accounting quality score (0-21) with criterion breakdown
  • Red flag detection: risk factor changes, footnote anomalies, segment reporting changes
  • Management tone scoring and credibility tracking (guidance accuracy scorecard)
  • DSO/DIO/AP working capital analysis, FCF conversion rate, SBC dilution assessment
  • Supports: 10-K, 10-Q, 8-K, DEF 14A (proxy), S-1, earnings press releases

• New /stock-valuation skill for multi-method stock valuation with football field summary

  • Method 1: DCF with 3 scenarios (Bull 20% / Base 60% / Bear 20%), 10-year projection, sensitivity table
  • Method 2: Comparable Company Analysis (CCA) — 5-8 peers, EV/Revenue, EV/EBITDA, P/E, EV/FCF
  • Method 3: EV/EBITDA multiple valuation (conservative / base / premium)
  • Method 4: P/E multiple with PEG ratio
  • Method 5: Residual Income / Economic Value Added (for financial companies)
  • Football field chart consolidating all methods
  • Probability-weighted composite intrinsic value
  • Risk-adjusted expected return with risk/reward ratio (target: 3:1+)
  • Analyst consensus comparison

• Cross-AI compatibility (v1.3.0)

  • GEMINI.md — Project instructions for Gemini CLI with prompt file references
  • .github/copilot-instructions.md — GitHub Copilot workspace configuration
  • .cursor/rules/invest-skill.mdc — Cursor AI rules with skill discovery
  • prompts/ directory with 17 universal prompt files (AI-agnostic, work with any LLM)
  • All 18 skills now available as standalone prompts for ChatGPT, Claude.ai, Gemini, and more

Changed

• Plugin version bumped from 1.2.0 to 1.3.0
• README updated with cross-AI compatibility guide and new skills documentation
• Total skills: 16 → 18

1.2.0 - 2026-02-24

Added

• New /dividend-analysis skill for income investing and dividend safety analysis

  • Dividend Safety Score (0-100) with letter grade and sector-specific thresholds
  • Payout ratio analysis (EPS-based and FCF-based) with stress testing
  • Dividend growth metrics: 1/3/5/10yr CAGR, Chowder Rule, Dividend Aristocrats/Kings
  • Yield trap detection with red flag checklist
  • Recession durability analysis (2000-2002, 2008-2009, 2020)
  • DRIP compound growth projections and income portfolio modeling

• New /short-interest skill for short squeeze and bearish positioning analysis

  • Short Interest Squeeze Score (0-10 composite) with probability tiers
  • Short float %, Days-to-Cover, and borrow rate tier classification tables
  • Short seller thesis evaluation and counter-thesis analysis
  • FINRA reporting schedule with data lag caveats
  • Options market signal integration (put/call ratio, IV skew, unusual activity)

• New /options-analysis skill for options Greeks, IV analysis, and strategy selection

  • Full Greeks analysis: Delta, Gamma, Theta, Vega, Rho with practical usage guidance
  • IV Rank (IVR) and IV Percentile (IVP) interpretation
  • IV term structure and volatility skew analysis
  • Strategy Selector with 6×2 selection matrix (bullish/bearish/neutral × high/low IV)
  • Earnings play analysis: expected move formula, straddle setup, volatility crush dynamics
  • Risk management: position sizing, delta hedging, rolling positions

• New /research-bundle meta-skill for comprehensive multi-skill investment research

  • 5-phase research process: Business Foundation → Valuation → Market Signals → Technical → Risk
  • Composite scoring framework with weighted components (Business 25%, Valuation 25%, Signals 20%, Technical 15%, Risk 15%)
  • Conflict resolution rules and consensus override logic
  • Unified investment thesis with bull/bear cases and probability-weighted scenarios
  • Entry/exit strategy and quarterly monitoring plan

• New /dcf-valuation skill for intrinsic value modeling

  • 8-step DCF methodology (base metrics → revenue projection → FCF margins → terminal value → WACC → discount → sensitivity → margin of safety)
  • Full WACC calculation (CAPM cost of equity, after-tax cost of debt, capital structure)
  • 5×5 sensitivity table (WACC rows vs. terminal growth rate columns)
  • Three-scenario framework: Bull (20%) / Base (60%) / Bear (20%) with probability-weighted IV
  • Common DCF pitfalls guide (SBC adjustment, TV dominance, cyclicality normalization)

• New /competitor-analysis skill for economic moat and competitive positioning

  • Five Sources of Economic Moat (Morningstar framework): network effects, cost advantages, intangibles, switching costs, efficient scale
  • Moat width assessment (Wide/Narrow/None/At Risk) with ROIC signal interpretation
  • Porter’s Five Forces deep analysis with individual scores and industry attractiveness composite
  • Competitive benchmarking table (8+ metrics vs. top 3-5 peers)
  • Innovation and disruption positioning (disruptor vs. disrupted)
  • Composite Moat Scorecard (6 weighted components, 0-10 scale)

Enhanced

• Enhanced /stock-eval skill with investment-grade depth (50 → 421 lines)

  • Piotroski F-Score (9-criterion quality scoring system)
  • Earnings Quality Score (accruals ratio, cash conversion, non-recurring items)
  • ROIC / WACC analysis with Economic Value Added (EVA) framework
  • DCF framework with 3-scenario sensitivity table
  • Management quality assessment (guidance accuracy, capital allocation track record)
  • Analyst consensus tracking with estimate revision momentum (ERM)
  • Risk Assessment Matrix (business, financial, valuation, macro)

• Enhanced /economics-analysis skill with macro depth (55 → 295 lines)

  • Yield Curve Analysis: 2s10s, 3M10Y, 5s30s spreads; curve shapes and recession lead times
  • Credit Market Indicators: IG/HY OAS spreads, TED Spread, MOVE Index thresholds
  • Global Macro Comparison: US/EU/China/Japan cycle positioning, PMI comparison, central bank divergence
  • Recession Probability Scoring: NY Fed model, Conference Board LEI, Sahm Rule composite

• Enhanced /technical-analysis skill with advanced techniques (267 → 493 lines)

  • Multi-Timeframe Analysis (MTF): 3-TF framework, alignment scoring, confluence table
  • Volume Profile Analysis: POC, Value Area (VAH/VAL), LVN/HVN trading rules, profile shapes
  • Ichimoku Cloud: all 5 components, bullish/bearish signal matrix, Kumo twist signals
  • Options Flow Integration: put/call ratio, unusual activity, IV vs. HV, GEX mechanics

Standardized

• Added unified Investment Signal block to all 16 skills:

  ╔══════════════════════════════════════════════╗
  ║              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        ║
  ╚══════════════════════════════════════════════╝
  

• Consistent scoring guide (0-10), confidence levels (HIGH/MEDIUM/LOW), and time horizons
• /report-generator updated to render signal blocks as styled HTML components

Changed

• Updated plugin version from 1.1.0 to 1.2.0
• Added 6 new skill directories under plugins/us-stock-analysis/skills/
• Updated keywords to include: dcf, options, dividends, short-interest, competitive-analysis, moat, research

1.1.0 - 2026-02-17

Added

• New /report-generator skill for HTML/PDF report generation with interactive visualizations

  • Standalone HTML reports with embedded Chart.js
  • Professional financial report styling and layout
  • Support for multiple report templates (executive summary, comprehensive, portfolio)
  • PDF export via browser print-to-PDF or command-line tools
  • Interactive charts: line, bar, candlestick, waterfall, and more

• New /earnings-call-analysis skill for earnings call transcript analysis

  • Sentiment analysis (bullish/neutral/bearish)
  • Management tone assessment (confidence, transparency, red flags)
  • Key themes extraction and ranking
  • Q&A session insights and analyst concerns
  • Quarter-over-quarter comparison
  • Investment implications and recommendations

• New /insider-trading skill for insider transaction tracking

  • SEC Form 4 filing analysis
  • Net insider sentiment calculation
  • Significant transaction identification (>$1M, >10% position change)
  • Ownership trend analysis
  • Timing and pattern recognition
  • Red flag detection for concerning patterns

• New /institutional-ownership skill for 13F filings analysis

  • Top institutional holders tracking
  • Quarter-over-quarter position changes (new, increased, decreased, eliminated)
  • Smart money tracking (notable investors like Buffett, Ackman, etc.)
  • Ownership concentration analysis
  • Activist investor monitoring
  • Portfolio weight analysis for high-conviction positions

Enhanced

• Enhanced /fundamental-analysis skill with visualization support

  • Optional --visual flag for chart generation
  • Revenue/earnings growth trend charts
  • Profit margin comparison visualizations
  • Balance sheet composition charts
  • Cash flow waterfall diagrams
  • Valuation multiples comparison
  • ASCII charts for terminal display
  • Data tables formatted for report generator integration

• Enhanced /technical-analysis skill with chart generation

  • Optional --chart flag for visual analysis
  • Candlestick charts with moving averages overlay
  • Volume bar charts with average volume indicator
  • RSI, MACD, and Bollinger Bands indicator panels
  • Support/resistance level annotations
  • Pattern recognition overlays
  • ASCII charts for terminal display
  • Chart specifications for HTML report generation

Changed

• Updated plugin version from 1.0.0 to 1.1.0
• Enhanced marketplace description to highlight new visualization and data analysis features
• Added new keywords: visualization, reports, insider-trading, institutional-ownership, earnings-calls
• Expanded documentation with report generation workflow and examples
• Updated project structure to include 4 new skill directories

Documentation

• Added “Report Generation” section to README with workflow examples
• Updated “Available Skills” section with new skills (categorized as core vs. enhanced)
• Added usage examples for all new skills
• Updated Traditional Chinese README (README-zh-TW.md) with all new features
• Marked completed tasks in TODO.md (visualization, reports, fundamental data)
• Updated CHANGELOG.md with comprehensive v1.1.0 release notes

1.0.0 - 2026-02-16

Added

• Initial release of InvestSkill marketplace
• US Stock Analysis plugin with 6 comprehensive skills:
  • Stock Evaluation (/stock-eval)
  • Economics Analysis (/economics-analysis)
  • Fundamental Analysis (/fundamental-analysis)
  • Technical Analysis (/technical-analysis)
  • Portfolio Review (/portfolio-review)
  • Sector Analysis (/sector-analysis)
• MIT License
• Comprehensive documentation

Plugin Details

• us-stock-analysis v1.0.0
  • Professional-grade US stock market analysis
  • Integration with financial data sources
  • Actionable investment insights