Us Stock Analysis Litiao

Comprehensive US stock analysis including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patter...

Security Scan

The skill's analysis instructions generally match its stated purpose, but the runtime steps reference and expect external code in a specific user workspace (cd ~/.openclaw/workspace/skills/tavily-search-litiao and run node scripts) that is not included — this mismatch is incoherent and could lead to unexpected execution or dependency on another skill you may not have vetted.

Purpose & Capability

The skill's name, description, and included reference docs align with providing US stock analysis. Requesting a TAVILY_API_KEY is reasonable given the stated preference for the Tavily API. However, the SKILL.md also expects an existing Tavily search skill implementation in a concrete filesystem location (~/.openclaw/workspace/skills/tavily-search-litiao) and instructs running node scripts there. That external dependency is not included in this package and is not justified or declared in metadata, which is an incoherence (the skill assumes other code will be present).

Instruction Scope

The instructions tell the agent to cd into a specific user-home path and run node scripts (node scripts/search.mjs ...) that are not part of this skill. That creates two problems: (1) the skill implicitly relies on another skill/repository being present, and (2) running commands in an arbitrary path could execute code you didn't review if that path exists. Besides this, the rest of the instructions (use Tavily or web search to fetch financial data, read included references, generate reports) are scoped to the stated purpose and do not request unrelated secrets or file reads.

Install Mechanism

This is an instruction-only skill with no install steps and no downloads. That minimizes supply-chain risk from this package itself. The risk comes from its runtime expectation of another workspace (node scripts) that would live outside this skill.

Credentials

Only TAVILY_API_KEY is requested, which is proportionate if the skill calls the Tavily API. There are no other credentials or config paths requested. Users should be aware that providing TAVILY_API_KEY gives the skill (and any code it invokes) access to that third-party service — verify you trust the code that will use the key.

Persistence & Privilege

The skill is not marked always:true and does not request system-wide config or other skills' credentials. Autonomous invocation is enabled by default (normal). The skill does not request persistent installation privileges itself.

What to consider before installing

This skill's analysis content and reference docs match a stock-analysis tool, and the TAVILY_API_KEY requirement is sensible. However, the runtime instructions assume a separate Tavily-search codebase exists at ~/.openclaw/workspace/skills/tavily-search-litiao and tell the agent to run node scripts there — those scripts are NOT included. Before installing or providing credentials: (1) confirm whether you have or trust the referenced tavily-search code at that exact path (if present it could run arbitrary JS); (2) if you don't have that code, the node commands will fail — ask the publisher for a complete package or remove the cd/exec steps; (3) only provide TAVILY_API_KEY if you trust the service and any code that will use it; (4) if you want lower risk, restrict the skill to using web_search fallback only or request the Tavily calls be performed via a packaged, reviewable client instead of an assumed external workspace.

US Stock Analysis

Overview

Perform comprehensive analysis of US stocks covering fundamental analysis (financials, business quality, valuation), technical analysis (indicators, trends, patterns), peer comparisons, and generate detailed investment reports. Fetch real-time market data via Tavily API (preferred) or Brave Search (fallback), and apply structured analytical frameworks.

Data Sources

Preferred: Tavily Search (if TAVILY_API_KEY available)

cd ~/.openclaw/workspace/skills/tavily-search-litiao

# Stock price and metrics
node scripts/search.mjs "AAPL stock price market cap P/E ratio" -n 10

# Financial statements
node scripts/search.mjs "AAPL income statement balance sheet cash flow 2024" -n 10

# Analyst ratings
node scripts/search.mjs "AAPL analyst ratings price target" --topic news --days 7 -n 10

# Recent news
node scripts/search.mjs "AAPL Apple Inc news" --topic news --days 14 -n 15

# Technical analysis
node scripts/search.mjs "AAPL technical analysis RSI MACD moving averages" -n 10

# Peer comparison
node scripts/search.mjs "MSFT GOOGL META stock comparison tech giants" -n 10

Tavily advantages for stock analysis:

• Cleaner financial data snippets
• Better news clustering for recent developments
• --topic news for time-sensitive market data
• --deep for comprehensive fundamental research

Fallback: Brave WebSearch (via web_search tool)

Always use web search tools to gather current market data:

Primary Data to Fetch:

1. Current stock price and trading data (price, volume, 52-week range)
2. Financial statements (income statement, balance sheet, cash flow)
3. Key metrics (P/E, EPS, revenue, margins, debt ratios)
4. Analyst ratings and price targets
5. Recent news and developments
6. Peer/competitor data (for comparisons)
7. Technical data (moving averages, RSI, MACD when available)

Search Strategy:

• Use ticker symbol + specific data needed (e.g., "AAPL financial metrics 2024")
• For comprehensive data: Search for earnings reports, investor presentations, or SEC filings
• For technical data: Search for "AAPL technical analysis" or use financial data sites
• Always verify data recency (prefer data from last quarter)

Quality Sources:

• Yahoo Finance, Google Finance, MarketWatch, Seeking Alpha, Bloomberg, CNBC
• Company investor relations pages
• SEC filings (10-K, 10-Q) for detailed financials
• TradingView, StockCharts for technical data

Analysis Types

This skill supports four types of analysis. Determine which type(s) the user needs:

1. Basic Stock Info - Quick overview with key metrics
2. Fundamental Analysis - Deep dive into business, financials, valuation
3. Technical Analysis - Chart patterns, indicators, trend analysis
4. Comprehensive Report - Complete analysis combining all approaches

Analysis Workflows

1. Basic Stock Information

When to Use: User asks for quick overview or basic info

Steps:

1. Search for current stock data (price, volume, market cap)
2. Gather key metrics (P/E, EPS, revenue growth, margins)
3. Get 52-week range and year-to-date performance
4. Find recent news or major developments
5. Present in concise summary format

Output Format:

• Company description (1-2 sentences)
• Current price and trading metrics
• Key valuation metrics (table)
• Recent performance
• Notable recent news (if any)

2. Fundamental Analysis

When to Use: User wants financial analysis, valuation assessment, or business evaluation

Steps:

1. Gather comprehensive financial data:

   • Revenue, earnings, cash flow (3-5 year trends)
   • Balance sheet metrics (debt, cash, working capital)
   • Profitability metrics (margins, ROE, ROIC)

2. Read references/fundamental-analysis.md for analytical framework

3. Read references/financial-metrics.md for metric definitions and calculations

4. Analyze business quality:

   • Competitive advantages
   • Management track record
   • Industry position

5. Perform valuation analysis:

   • Calculate key ratios (P/E, PEG, P/B, EV/EBITDA)
   • Compare to historical averages
   • Compare to peer group
   • Estimate fair value range

6. Identify risks:

   • Company-specific risks
   • Market/macro risks
   • Red flags from financial data

7. Generate output following references/report-template.md structure

Critical Analyses:

• Profitability trends (improving/declining margins)
• Cash flow quality (FCF vs earnings)
• Balance sheet strength (debt levels, liquidity)
• Growth sustainability
• Valuation vs peers and historical average

3. Technical Analysis

When to Use: User asks for technical analysis, chart patterns, or trading signals

Steps:

1. Gather technical data:

   • Current price and recent price action
   • Volume trends
   • Moving averages (20-day, 50-day, 200-day)
   • Technical indicators (RSI, MACD, Bollinger Bands)

2. Read references/technical-analysis.md for indicator definitions and patterns

3. Identify trend:

   • Uptrend, downtrend, or sideways
   • Strength of trend

4. Locate support and resistance levels:

   • Recent highs and lows
   • Moving average levels
   • Round numbers

5. Analyze indicators:

   • RSI: Overbought (>70) or oversold (<30)
   • MACD: Crossovers and divergences
   • Volume: Confirmation or divergence
   • Bollinger Bands: Squeeze or expansion

6. Identify chart patterns:

   • Reversal patterns (head and shoulders, double top/bottom)
   • Continuation patterns (flags, triangles)

7. Generate technical outlook:

   • Current trend assessment
   • Key levels to watch
   • Risk/reward analysis
   • Short and medium-term outlook

Interpretation Guidelines:

• Confirm signals with multiple indicators
• Consider volume for validation
• Note divergences between price and indicators
• Always identify risk levels (stop-loss)

4. Comprehensive Investment Report

When to Use: User asks for detailed report, investment recommendation, or complete analysis

Steps:

1. Perform data gathering (as in Basic Info)

2. Execute fundamental analysis (follow workflow above)

3. Execute technical analysis (follow workflow above)

4. Read references/report-template.md for complete report structure

5. Synthesize findings:

   • Integrate fundamental and technical insights
   • Develop bull and bear cases
   • Assess risk/reward

6. Generate recommendation:

   • Buy/Hold/Sell rating
   • Target price with timeframe
   • Conviction level
   • Entry strategy

7. Create formatted report following template structure

Report Must Include:

• Executive summary with recommendation
• Company overview
• Investment thesis (bull and bear cases)
• Fundamental analysis section
• Technical analysis section
• Valuation analysis
• Risk assessment
• Catalysts and timeline
• Conclusion

Stock Comparison Analysis

When to Use: User asks to compare two or more stocks (e.g., "compare AAPL vs MSFT")

Steps:

1. Gather data for all stocks:

   • Follow data gathering steps for each ticker
   • Ensure comparable timeframes

2. Read references/fundamental-analysis.md and references/financial-metrics.md

3. Create side-by-side comparison:

   • Business models comparison
   • Financial metrics table (all key ratios)
   • Valuation metrics table
   • Growth rates comparison
   • Profitability comparison
   • Balance sheet strength

4. Identify relative strengths:

   • Where each company excels
   • Quantified advantages

5. Technical comparison:

   • Relative strength
   • Momentum comparison
   • Which is in better technical position

6. Generate recommendation:

   • Which stock is more attractive and why
   • Consider both fundamental and technical factors
   • Portfolio allocation suggestion
   • Risk-adjusted return assessment

Output Format: Follow "Comparison Report Structure" in references/report-template.md

Output Guidelines

General Principles:

• Use tables for financial data and comparisons (easy to scan)
• Bold key metrics and findings
• Include data sources and dates
• Quantify whenever possible
• Present both bull and bear perspectives
• Be clear about assumptions and uncertainties

Formatting:

• Headers for clear section separation
• Tables for metrics, comparisons, historical data
• Bullet points for lists, factors, risks
• Bold text for key findings, important metrics
• Percentages for growth rates, returns, margins
• Currency formatted consistently ($B for billions, $M for millions)

Tone:

• Objective and balanced
• Acknowledge uncertainty
• Support claims with data
• Avoid hyperbole
• Present risks clearly

Reference Files

Load these references as needed during analysis:

references/technical-analysis.md

• When: Performing technical analysis or interpreting indicators
• Contains: Indicator definitions, chart patterns, support/resistance concepts, analysis workflow

references/fundamental-analysis.md

• When: Performing fundamental analysis or business evaluation
• Contains: Business quality assessment, financial health analysis, valuation frameworks, risk assessment, red flags

references/financial-metrics.md

• When: Need definitions or calculation methods for financial ratios
• Contains: All key metrics with formulas (profitability, valuation, growth, liquidity, leverage, efficiency, cash flow)

references/report-template.md

• When: Creating comprehensive report or comparison
• Contains: Complete report structure, formatting guidelines, section templates, comparison format

Example Queries

Basic Info:

• "What's the current price of AAPL?"
• "Give me key metrics for Tesla"
• "Quick overview of Microsoft stock"

Fundamental:

• "Analyze NVDA's financials"
• "Is Amazon overvalued?"
• "Evaluate Apple's business quality"
• "What's Google's debt situation?"

Technical:

• "Technical analysis of TSLA"
• "Is Netflix oversold?"
• "Show me support levels for AAPL"
• "What's the trend for AMD?"

Comprehensive:

• "Complete analysis of Microsoft"
• "Give me a full report on AAPL"
• "Should I invest in Tesla? Give me detailed analysis"

Comparison:

• "Compare AAPL vs MSFT"
• "Tesla vs Nvidia - which is better?"
• "Analyze Meta vs Google"