InvestSkill

Professional investment analysis frameworks for US stocks — works on every AI platform

What is InvestSkill?

InvestSkill is a collection of 21 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.

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

Quick Start

Claude Code — recommended, full slash-command support:

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

Cursor / Copilot / Gemini CLI — clone once, use everywhere:

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

The 21 Frameworks

Core Stock Analysis

Skill	What it produces
`stock-eval`	Piotroski F-Score, ROIC, quality rating, go/no-go signal
`fundamental-analysis`	Income statement, balance sheet, cash flow deep dive
`technical-analysis`	Chart patterns, MA/RSI/MACD, support & resistance levels
`dcf-valuation`	DCF intrinsic value, WACC sensitivity, bear/base/bull scenarios
`stock-valuation`	P/E · P/S · EV/EBITDA · comparable company multiples
`economics-analysis`	Macro indicators, recession probability, rate sensitivity

Financial Reports

Skill	What it produces
`financial-report-analyst`	10-K / 10-Q key findings, red flags, accounting quality
`earnings-call-analysis`	Management tone, guidance delta, hidden risks

Market Monitoring

Skill	What it produces
`insider-trading`	SEC Form 4 patterns, net buy/sell sentiment
`institutional-ownership`	13F holdings changes, smart money flows
`dividend-analysis`	Payout safety score, yield trap detection
`short-interest`	Short ratio, days-to-cover, squeeze probability

Advanced Research

Skill	What it produces
`competitor-analysis`	Moat score, Porter’s Five Forces, market share
`options-analysis`	Greeks, IV rank, earnings play strategy selection
`portfolio-review`	Allocation health, concentration risk, rebalancing plan
`sector-analysis`	Sector rotation signals, relative strength

Meta & Output

Skill	What it produces
`research-bundle`	Chains all frameworks into one unified investment thesis
`full-report`	Runs all 15 modules and saves a standalone HTML report
`report-generator`	Converts any analysis into a professional HTML/PDF report
`chart-master`	Mermaid · ASCII · Chart.js visualizations from financial data
`result-validator`	Scores any analysis on data quality, methodology, and signal consistency

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

Platform	Setup	How it works
Claude Code	Marketplace install	21 native slash commands
Cursor IDE	Clone repo, open folder	Auto-loads `.cursor/rules/`
Gemini CLI	Clone repo, `cd` into it	Auto-loads `GEMINI.md`
GitHub Copilot	Clone repo, open in VS Code	Auto-loads `.github/copilot-instructions.md`
ChatGPT / Claude.ai	Paste any `prompts/*.md` file	Works in any chat interface
Any other LLM	Reference or paste prompt files	Platform-agnostic markdown

Documentation

Resource	Description
Live Docs Site	Full documentation with dark-theme UI
Cookbook	Walkthrough examples and use cases
Claude Code Guide	Plugin install + all slash commands
Cursor Guide	Auto-loading rules + `@prompts/` usage
Gemini CLI Guide	File references + multi-framework chains
Adding Skills	12-step contributor walkthrough
FAQ	50+ answers covering all platforms
Changelog	Version history

Contributing

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

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

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

Version: 1.6.0 · Skills: 21 · Platforms: 6 · License: MIT · Tests: 288+ passing

For educational and research purposes only. Not financial advice.
Always consult a qualified financial advisor before making investment decisions.