#stock-analysis #investment #financial-analysis

Stock Analysis Skills

This skill should be used when the user asks to "analyze a stock", "research a company", "give me a research report on [ticker]", "run stock analysis on [company]", "do fundamental analysis of [ticker]", "evaluate [company] for investment", "what do you think of [ticker]", "analyze [AAPL / TSLA / NVDA / etc.]", "deep dive on [company]", or any request for structured equity research, investment thesis, or financial analysis of a publicly traded company.

QQP@qiuqp

Install

openclaw skills install @qiuqp/stock-analysis-skills

Stock Analysis Pro — Analytical Framework

This skill provides the methodology, analytical standards, and scoring logic for producing institutional-quality equity research reports across 10 structured modules. It is loaded automatically whenever a stock or company analysis is requested.

Core Analytical Principles

Apply these principles across every module of every report:

Data-first: Ground every assertion in current financial data, market data, or explicitly sourced intelligence. Do not make claims without evidence.
Multi-dimensional: No single factor determines an investment case. Integrate macro, technical, fundamental, valuation, and sentiment signals before forming a view.
Balanced: Present both bull and bear cases within each module. Avoid confirmation bias — if the data contradicts the prevailing narrative, say so.
Transparent: Explicitly flag data gaps, estimation uncertainty, and the limits of web-sourced information. Use ⚠️ where data is unavailable or estimated.
Actionable: Every module ends with a Key Takeaway. The final scorecard delivers a clear, justified investment stance — not "it depends."

The 10-Module Framework

Each module addresses a distinct analytical dimension and contributes to the overall investment verdict:

#	Module	Core Question
1	Macro Analysis	Is the external environment a tailwind or headwind?
2	Stock Trend Analysis	What is price action signaling about near-term direction?
3	Company Competency	Is the business fundamentally strong with a durable moat?
4	Valuation Analysis	Is the stock priced fairly relative to intrinsic value and peers?
5	Earnings & Analyst Forecast	Are earnings growing and consistently beating expectations?
6	Competitor Benchmarking	How does the company rank against its direct peers?
7	Risk Analysis	What could go wrong and how severe are the consequences?
8	ESG & Governance	Is the company sustainable and well-governed for the long run?
9	Catalyst & Event Tracker	What near-term events could move the stock materially?
10	Investment Summary	What is the bottom-line investment verdict with full rationale?

Scoring Logic (Module Scorecard)

Rate each module from 1 to 5 based on the analytical findings:

Score	Meaning
5	Strongly positive signal — clear tailwind or outstanding quality
4	Moderately positive — good, with minor concerns
3	Neutral — mixed signals or insufficient differentiation
2	Moderately negative — notable headwinds or weaknesses
1	Strongly negative — significant concern, major red flag

Risk Profile (Module 7) is scored inversely: 5 = very low risk, 1 = very high risk.

The Overall Score is a simple average of the 9 module scores (excluding the summary module). Weighting guidance:

For short-term theses: weight Technical Trend and Catalysts more heavily
For long-term theses: weight Macro, Company Competency, Valuation, and ESG more heavily

Investment Stance Thresholds

Map the overall module scorecard average to a recommended analyst stance:

Overall Score	Analyst Stance
4.5 – 5.0	⭐⭐⭐⭐⭐ Strong Buy
3.5 – 4.4	⭐⭐⭐⭐ Buy
2.5 – 3.4	⭐⭐⭐ Hold
1.5 – 2.4	⭐⭐ Reduce
1.0 – 1.4	⭐ Avoid

Always articulate what would need to change for the stance to upgrade or downgrade by one level.

Data Source Hierarchy

Prioritize higher-quality sources when gathering data. Prefer recency over breadth.

Company SEC filings: 10-K (annual), 10-Q (quarterly), 8-K (material events)
Company investor relations pages and official earnings press releases
Analyst consensus platforms: FactSet, Bloomberg, Refinitiv, LSEG (via web search)
Financial data aggregators: Morningstar, Yahoo Finance, Macrotrends, Wisesheets
Investment research platforms: Seeking Alpha, The Motley Fool, GuruFocus
ESG rating agencies: MSCI ESG Ratings, Sustainalytics, S&P Global ESG
Industry and macro data: IMF, World Bank, Federal Reserve, OECD, industry associations
News and events: Reuters, Bloomberg, Financial Times, Wall Street Journal

Key Analytical Standards

Apply these standards consistently across all modules:

Financial metrics:

Use trailing twelve months (TTM) for income statement metrics unless forward estimates are more relevant
Compare multiples to both sector median and 3–5 year historical average for the same company
When multiples are not meaningful (e.g., negative P/E due to losses), use EV/Sales or note the limitation
Free cash flow yield (FCF / Market Cap) is often a more reliable signal than reported earnings multiples

Technical analysis:

Treat indicators as confirming or diverging signals — not standalone buy/sell triggers
RSI interpretation: >70 = overbought territory; <30 = oversold territory; divergence with price direction is more informative than absolute level alone
MACD: focus on signal line crossovers and histogram trend (expanding vs. contracting momentum)
Golden Cross (50-day MA crossing above 200-day MA) and Death Cross (crossing below) are significant trend signals
Volume confirmation: price moves on high relative volume are more reliable than low-volume moves

Valuation (DCF guidance):

Use a 2-stage or 3-stage model: near-term explicit forecast period (5 years) + terminal value
WACC should reflect sector risk: typically 8–10% for large-cap defensive, 10–14% for growth/tech, 12–16% for speculative/small-cap
Terminal growth rate: 2–3% for stable businesses, aligned with long-run nominal GDP growth; avoid rates above 4% without explicit justification
Sensitivity-test the DCF on WACC ± 1% and terminal growth rate ± 0.5% to show the fair value range

Risk assessment:

Assign risk levels (Low / Medium / High) based on both likelihood and severity of impact
A High risk designation requires at least one of: (a) high probability of occurrence, (b) potentially company-threatening consequence, or (c) a clear near-term trigger
ESG risk should consider both the direct financial impact of ESG failings and the reputational/regulatory overhang

Reference Files

Load these reference files for deeper methodology when needed:

references/macro-framework.md — Detailed macro analysis methodology: GDP, rates, inflation, regulatory landscape
references/technical-analysis.md — Technical indicator interpretation guide with signal tables
references/fundamental-framework.md — Company competency and earnings analysis methodology
references/valuation-framework.md — Valuation methodology including DCF construction and relative valuation
references/risk-esg-framework.md — Risk rating criteria and ESG/governance assessment standards