Every framework as a browsable page — 30 analysis frameworks, plus 3 aliases that redirect to the skill that absorbed them. New here? See Choose a Skill to find the right one for your goal, or Concepts for the ideas behind them.
Core Stock Analysis 4
Fundamentals, technicals, valuation and macro — the four pillars behind any stock call.
stock-eval
US Stock Evaluation
Evaluate US stocks with comprehensive fundamental and valuation analysis
/stock-eval AAPL
technical-analysis
Technical Analysis
Technical analysis of US stocks using charts and indicators
/technical-analysis AAPL
stock-valuation
Stock Valuation
Multi-method stock valuation using DCF, comparable company analysis, EV multiples, and residual income models
/stock-valuation AAPL
economics-analysis
US Economics Analysis
Analyze US economic indicators and their impact on markets
/economics-analysis AAPL
Financial Reports 3
Deep-read 10-Ks, 10-Qs and earnings calls — structured digests with sourced references.
financial-report-analyst
Financial Report Analyst
Analyze company financial reports (10-K, 10-Q, annual reports) and extract actionable investment insights — statement quality, red flags, and a signal. For a structured section-…
/financial-report-analyst AAPL
10k-digest
10-K Report Digest
Deep-read a 10-K annual report and output a structured markdown digest — abstract, section summaries, key metrics, and sourced references. Output in English or Traditional Chinese.
/10k-digest AAPL
earnings-call-analysis
Earnings Call Analysis
Analyze earnings call transcripts for sentiment, key themes, and management tone
/earnings-call-analysis AAPL
Market Monitoring 4
Follow the smart money — insider Form 4s, 13F holdings, short interest and capital returns.
insider-trading
Insider Trading Analysis
Track and analyze insider buying/selling activity from SEC Form 4 filings
/insider-trading AAPL
institutional-ownership
Institutional Ownership Analysis
Track changes in institutional holdings and identify smart money moves from 13F filings
/institutional-ownership AAPL
dividend-analysis
Capital Allocation Analysis (Dividend, Buyback, M&A & FCF Deployment)
Comprehensive capital allocation analysis: dividends, buybacks, M&A, debt management, and FCF deployment
/dividend-analysis AAPL
short-interest
Short Interest Analysis
Analyze short interest, short squeeze potential, and bearish positioning signals
/short-interest AAPL
Advanced Research 14
Moats, industry maps, options, screening, risk, tax, position sizing and thesis tracking.
competitor-analysis
Competitor Analysis
Deep competitive moat analysis, market position assessment, and industry dynamics for one company against its direct rivals. To map an industry's supply / value chain and find c…
/competitor-analysis AAPL
industry-map
Industry Map — Supply & Value Chain
Map an industry's supply / value chain as a directed graph — upstream to downstream — to locate a company's position, find chokepoints and margin pools, and surface second-order…
/industry-map AAPL
options-analysis
Options Analysis
Analyze options Greeks, implied volatility, and strategy selection for US stocks
/options-analysis AAPL
portfolio-review
Portfolio Review
Review and analyze investment portfolio performance and allocation
/portfolio-review AAPL
sector-analysis
Sector Analysis
Analyze US market sectors and identify rotation opportunities
/sector-analysis AAPL
stock-screener
Stock Screener
Screen and rank multiple US stocks across valuation, quality, momentum, sentiment, and growth dimensions
/stock-screener AAPL
catalyst-calendar
Catalyst Calendar
Forward-looking catalyst calendar identifying upcoming events and their expected price impact over a 90-day window
/catalyst-calendar AAPL
bear-case
Bear Case (Bearish Investor)
Build the strongest possible bear case against a stock — a deliberate short-seller red-team that argues why NOT to hold, surfacing counterevidence to any bullish thesis
/bear-case AAPL
position-ladder
Position Ladder — Staged Entry & Cost-Basis Management
Plan a staged position — entry ladder, share-count floor/ceiling, and the trim/re-add cycle that lowers average cost — with lot accounting, wash-sale checks, total-return honest…
/position-ladder AAPL
thesis-tracker
Thesis Tracker — Write It Down, Then Check It
Write, save, and re-check an investment thesis — KPIs with thresholds, invalidation triggers, catalysts, a pre-mortem, and a decision log; --update re-reads the saved file again…
/thesis-tracker AAPL
etf-analysis
ETF Analysis — What You Actually Own, and What It Costs You
ETF / index-fund due diligence — expense ratio vs. category, tracking difference, liquidity, holdings concentration and tilt, overlap with your other positions, distribution and…
/etf-analysis AAPL
earnings-preview
Earnings Preview — What Is Priced In Before the Print
The before-earnings skill — consensus vs. whisper, 8-quarter beat rate and post-print move distribution, options-implied vs. realized move, what the current price already assume…
/earnings-preview AAPL
tax-lens
Tax Lens — What You Actually Keep
US tax mechanics for a position or portfolio — short- vs. long-term treatment, wash-sale window check, qualified-dividend holding-period test, lot selection (specific-ID vs. FIF…
/tax-lens AAPL
risk-stress-test
Risk Stress Test — How Much Could This Portfolio Lose?
Portfolio and position risk report — beta-weighted exposure, historical scenario replay (2008, March 2020, 2022 rate shock, 2025 tariff shock), parametric VaR / CVaR at 95 / 99…
/risk-stress-test AAPL
Meta & Output 6
Chain skills into a full report, chart it, validate it, fact-check it, and learn from it.
full-report
Full Report — Comprehensive Stock Analysis Orchestrator
Run InvestSkill analysis modules on a stock at configurable depth and compile a professional HTML report saved to the output/ directory
/full-report AAPL
report-generator
Report Generator
Generate professional HTML/PDF investment reports with interactive visualizations
/report-generator AAPL
chart-master
Chart Master — Financial Visualization Agent
Generate professional financial charts in Mermaid, ASCII, or HTML/Chart.js — MA lines, histograms, candlestick, volume, RSI/MACD, and more for markdown reports
/chart-master AAPL
result-validator
Investment Result Validator
Validate investment analysis results and score confidence across data quality, methodology, and signal consistency
/result-validator AAPL
learning-coach
Learning Coach — Understand the Analysis You Just Got
Explains any InvestSkill output like a mentor — every metric in plain words, why it matters, its good / bad range, and the lesson that teaches it — then asks 3–5 Socratic questi…
/learning-coach AAPL
fact-check
Fact Check — Verify the Numbers, Cite the Sources
Claim-level verification of any report or data set — extract every figure and factual claim, check each against a primary source (SEC filing, company IR, FRED, exchange data, or…
/fact-check AAPL
Aliases (redirects) 3
Kept for backwards compatibility — each redirects to the skill that absorbed it.
fundamental-analysis
Fundamental Analysis
This skill has been merged into stock-eval. Use stock-eval for comprehensive fundamental + quality + valuation analysis.
redirect
dcf-valuation
DCF Valuation
This skill has been merged into stock-valuation. Use stock-valuation for comprehensive valuation including full DCF modeling, WACC decomposition, 3-scenario sensitivity analysis…
redirect
research-bundle
Research Bundle
This skill has been unified into full-report. Use full-report with a --depth flag instead:
redirect
No framework matches that filter.
Educational frameworks only. Not financial advice.