# 📊 InvestSkill

# 🎯 What is InvestSkill?

InvestSkill is an enterprise-grade investment analysis toolkit that brings institutional-quality frameworks to every AI platform. Get professional stock analysis with 18 comprehensive frameworks—no financial license required, no API fees.

Perfect for: Investment research • Due diligence • Portfolio management • Financial education • Stock evaluation

# 🚀 Quick Start (30 Seconds)

# Claude Code (Recommended)

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

# Cursor or GitHub Copilot

git clone https://github.com/yennanliu/InvestSkill.git
cd InvestSkill
cursor .  # or use GitHub Copilot
@prompts/stock-eval.md Evaluate Apple

# Gemini CLI

cd /path/to/InvestSkill
gemini
> @prompts/stock-eval.md Evaluate Apple

📖 Full setup guides: Claude Code • Cursor • Gemini CLI

# 🏆 Core Features

# 📋 The 18 Frameworks

# 💡 Real-World Use Cases

/us-stock-analysis:stock-eval TARGET
/us-stock-analysis:financial-report-analyst TARGET 10-K
/us-stock-analysis:competitor-analysis TARGET --peers COMPETITORS
/us-stock-analysis:stock-valuation TARGET --methods all
→ Get institutional-quality valuation in minutes

/us-stock-analysis:portfolio-review
[paste your holdings]
→ Allocation analysis & optimization recommendations

/us-stock-analysis:fundamental-analysis TICKER --visual
/us-stock-analysis:earnings-call-analysis TICKER
[paste transcript]
→ Management tone, guidance, risks, opportunities

/us-stock-analysis:technical-analysis TICKER --chart
/us-stock-analysis:options-analysis TICKER --earnings
→ Technical setup + volatility expectations → strategy selection

# 🎯 Platform Guides

Status: Deployment Dashboard — Real-time platform availability & version sync

# 🛠️ Installation

# Claude Code (Recommended for Most Users)

claude
/plugin marketplace add yennanliu/InvestSkill
/plugin install us-stock-analysis
/plugin list  # Verify

Verify Installation:

node scripts/setup-verify.js

# Cursor IDE (Auto-Loading)

git clone https://github.com/yennanliu/InvestSkill.git
cd InvestSkill
cursor .
# Rules auto-load in AI Chat (Cmd+K)

# Gemini CLI (Auto-Loading)

cd /path/to/InvestSkill
gemini
# GEMINI.md auto-loads
# All prompts available via @prompts/

# GitHub Copilot (Auto-Loading)

Open repository in VS Code or JetBrains IDE
Copilot automatically loads .github/copilot-instructions.md

# Universal Access (Any AI)

1. Copy prompt file: cat prompts/stock-valuation.md | pbcopy
2. Paste into ChatGPT, Claude.ai, or any LLM
3. Ask your question

# 📖 Documentation

# 🎓 Example Workflows

# Workflow 1: Quick Stock Screening

# 5-minute evaluation
/stock-eval NVDA
/stock-eval AMD  
/stock-eval QCOM
→ Piotroski scores, ROIC, risk matrix for quick go/no-go

# Workflow 2: Complete Due Diligence

# Full institutional analysis
/stock-eval AAPL
/fundamental-analysis AAPL --visual
/technical-analysis AAPL --chart
/stock-valuation AAPL --methods all
/competitor-analysis AAPL --moat
/financial-report-analyst AAPL 10-K
→ Comprehensive 50-page report equivalent

# Workflow 3: Earnings Season Research

# 30-minute earnings playbook
/fundamental-analysis TICKER --visual  # Pre-earnings baseline
/earnings-call-analysis TICKER [paste transcript]  # Post-earnings
/technical-analysis TICKER --chart  # Setup quality
/options-analysis TICKER --earnings  # Vol expectations
→ Complete earnings thesis

# Workflow 4: Portfolio Optimization

/portfolio-review [paste your holdings]
→ Allocation analysis + rebalancing suggestions

# ✨ What Makes InvestSkill Different

# 🤝 Contributing

# Add a New Skill

See ADDING-NEW-SKILLS.md for comprehensive guide:

• 12-step walkthrough
• File structure templates
• Platform sync checklist
• Testing procedures

# Report Issues

Found a bug? Open an issue with:

• Platform & version
• Steps to reproduce
• Expected vs. actual behavior

# Suggest Features

Start a discussion with:

• Feature description
• Use case example
• Why it helps InvestSkill users

# 📊 Project Status

Recent Improvements:

• ✅ Automated changelog generation
• ✅ Interactive release CLI
• ✅ Dry-run deployment validation
• ✅ 22 integration tests
• ✅ Release notification bot
• ✅ Comprehensive contributor guide
• ✅ Platform-specific documentation

See CHANGELOG.md for full history.

# ⚖️ Legal Disclaimer

Educational Use Only. InvestSkill provides analytical frameworks for learning and research purposes.

This toolkit does NOT constitute financial advice. Always:

• Consult qualified financial advisors
• Do your own research (DYOR)
• Verify analysis independently
• Consider your risk tolerance

Past performance ≠ future results

# 🙋 Support & Community

Questions?

• 📖 FAQ & Troubleshooting — 50+ answers
• 💬 GitHub Discussions — Ask the community
• 🐛 GitHub Issues — Report problems

Stay Updated:

• ⭐ Star the repo for updates
• 🔔 Watch for new releases
• 📧 GitHub notifications