What is InvestSkill?

InvestSkill is a collection of 26 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.

The 26 Frameworks

Core Stock Analysis

Financial Reports

Market Monitoring

Advanced Research

Meta & Output

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

Earnings season playbook

/fundamental-analysis 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. Create plugins/us-stock-analysis/skills/<name>/SKILL.md with YAML frontmatter
2. Create prompts/<name>.md — same content, no frontmatter, AI-agnostic syntax
3. Add to plugin.json skills array and bump version in both manifest files
4. Run npm test — all 288+ tests must pass

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

Version: 1.11.0 · Skills: 26 · Platforms: 7 · License: MIT · Tests: 294+ passing