--- id: sm-stock-analysis name: "stock-analysis" url: https://skills.yangsir.net/skill/sm-stock-analysis author: gracefullight domain: investment tags: ["stock-market", "financial-analysis", "investment-research", "data-analysis", "quantitative-finance"] install_count: 9600 rating: 4.50 (274 reviews) github: https://github.com/gracefullight/stock-checker --- # stock-analysis > 专注于股票分析，能够获取多个股票代码的数据，并计算关键指标，为金融决策提供数据支持。 **Stats**: 9,600 installs · 4.5/5 (274 reviews) ## Before / After 对比 ### 股票数据分析自动化，关键指标洞察 ## Readme # stock-analysis # Stock Analysis (v5.0) Analyze US stocks and cryptocurrencies using Yahoo Finance data. Includes portfolio management, crypto support, and periodic analysis. ## Quick Start **IMPORTANT:** Pass ONLY the stock ticker symbol(s) as arguments. Do NOT add extra text, headers, or formatting in the command. Analyze a single ticker: ``` uv run {baseDir}/scripts/analyze_stock.py AAPL uv run {baseDir}/scripts/analyze_stock.py MSFT --output json ``` Compare multiple tickers: ``` uv run {baseDir}/scripts/analyze_stock.py AAPL MSFT GOOGL ``` ## Cryptocurrency Analysis (v5.0) Analyze top 20 cryptocurrencies by market cap: ``` uv run {baseDir}/scripts/analyze_stock.py BTC-USD uv run {baseDir}/scripts/analyze_stock.py ETH-USD SOL-USD ``` **Supported Cryptos:** BTC-USD, ETH-USD, BNB-USD, SOL-USD, XRP-USD, ADA-USD, DOGE-USD, AVAX-USD, DOT-USD, MATIC-USD, LINK-USD, ATOM-USD, UNI-USD, LTC-USD, BCH-USD, XLM-USD, ALGO-USD, VET-USD, FIL-USD, NEAR-USD **Crypto Analysis Dimensions:** - Market cap (large/mid/small classification) - Category (Smart Contract L1, DeFi, Payment, etc.) - BTC correlation (30-day) - Momentum (RSI, price range) - Market context (VIX, general market regime) ## Portfolio Management (v5.0) Create and manage portfolios with mixed assets (stocks + crypto): ``` # Create portfolio uv run {baseDir}/scripts/portfolio.py create "My Portfolio" # Add assets uv run {baseDir}/scripts/portfolio.py add AAPL --quantity 100 --cost 150.00 uv run {baseDir}/scripts/portfolio.py add BTC-USD --quantity 0.5 --cost 40000 --portfolio "My Portfolio" # View holdings with current P&L uv run {baseDir}/scripts/portfolio.py show # Update/remove assets uv run {baseDir}/scripts/portfolio.py update AAPL --quantity 150 uv run {baseDir}/scripts/portfolio.py remove BTC-USD # List/delete portfolios uv run {baseDir}/scripts/portfolio.py list uv run {baseDir}/scripts/portfolio.py delete "My Portfolio" ``` **Portfolio Storage:** `~/.clawdbot/skills/stock-analysis/portfolios.json` ## Portfolio Analysis (v5.0) Analyze all assets in a portfolio with optional period returns: ``` # Analyze portfolio uv run {baseDir}/scripts/analyze_stock.py --portfolio "My Portfolio" # With period returns (daily/weekly/monthly/quarterly/yearly) uv run {baseDir}/scripts/analyze_stock.py --portfolio "My Portfolio" --period weekly uv run {baseDir}/scripts/analyze_stock.py -p "My Portfolio" --period monthly ``` **Portfolio Summary includes:** - Total cost, current value, P&L - Period return (if specified) - Concentration warnings (>30% in single asset) - Recommendation summary (BUY/HOLD/SELL counts) **Examples:** - ✅ CORRECT: `uv run {baseDir}/scripts/analyze_stock.py BAC` - ✅ CORRECT: `uv run {baseDir}/scripts/analyze_stock.py BTC-USD` - ❌ WRONG: `uv run {baseDir}/scripts/analyze_stock.py === BANK OF AMERICA (BAC) - Q4 2025 EARNINGS ===` - ❌ WRONG: `uv run {baseDir}/scripts/analyze_stock.py "Bank of America"` Use the ticker symbol only (e.g., BAC, not "Bank of America"). For crypto, use the -USD suffix (e.g., BTC-USD). ## Analysis Components The script evaluates eight key dimensions: - **Earnings Surprise (30% weight)**: Actual vs expected EPS, revenue beats/misses - **Fundamentals (20% weight)**: P/E ratio, profit margins, revenue growth, debt levels - **Analyst Sentiment (20% weight)**: Consensus ratings, price target vs current price - **Historical Patterns (10% weight)**: Past earnings reactions, volatility - **Market Context (10% weight)**: VIX, SPY/QQQ trends, market regime - **Sector Performance (15% weight)**: Stock vs sector comparison, sector trends - **Momentum (15% weight)**: RSI, 52-week range, volume, relative strength - **Sentiment Analysis (10% weight)**: Fear/Greed Index, short interest, VIX term structure, insider trading, put/call ratio **Sentiment Sub-Indicators:** - **Fear & Greed Index (CNN)**: Contrarian signal (extreme fear = buy opportunity, extreme greed = caution) - **Short Interest**: High shorts + squeeze potential = bullish; justified shorts = bearish - **VIX Term Structure**: Contango = complacency/bullish; backwardation = stress/bearish - **Insider Activity**: Net buying/selling from SEC Form 4 filings (90-day window) - **Put/Call Ratio**: High ratio = excessive fear/bullish; low ratio = complacency/bearish Weights auto-normalize if some components unavailable. **Special Timing Checks:** - Pre-earnings warning (< 14 days): Recommends HOLD instead of BUY - Post-earnings spike detection (> 15% in 5 days): Flags "gains priced in" - Overbought conditions (RSI > 70 + near 52w high): Reduces confidence ## Timing Warnings & Risk Flags The script detects high-risk scenarios: ### Earnings Timing - **Pre-Earnings Period**: If earnings < 14 days away, BUY signals become HOLD - **Post-Earnings Spike**: If stock up > 15% in 5 days after earnings, warns "gains may be priced in" ### Technical Risk - **Overbought Conditions**: RSI > 70 + near 52-week high = high-risk entry ### Market Risk - **High VIX**: Market fear (VIX > 30) reduces confidence in BUY signals - **Risk-Off Mode (v4.0.0)**: When safe-havens (GLD, TLT, UUP) rise together, reduces BUY confidence by 30% Detects flight to safety across gold, treasuries, and USD - Triggers when GLD ≥ +2%, TLT ≥ +1%, UUP ≥ +1% (5-day change) ### Sector Risk - **Sector Weakness**: Stock may look good but sector is rotating out ### Geopolitical Risk (v4.0.0) The script now scans breaking news (last 24h) for crisis keywords and automatically flags affected stocks: - **Taiwan Conflict**: Semiconductors (NVDA, AMD, TSM, INTC, etc.) → 30% confidence penalty - **China Tensions**: Tech/Consumer (AAPL, QCOM, NKE, SBUX, etc.) → 30% confidence penalty - **Russia-Ukraine**: Energy/Materials (XOM, CVX, MOS, CF, etc.) → 30% confidence penalty - **Middle East**: Oil/Defense (XOM, LMT, RTX, etc.) → 30% confidence penalty - **Banking Crisis**: Financials (JPM, BAC, WFC, C, etc.) → 30% confidence penalty If a ticker is not in the affected list but its sector is exposed, applies a 15% confidence penalty. **Example Alert:** ``` ⚠️ SECTOR RISK: Tech supply chain and consumer market exposure (detected: china, tariff) ``` ### Breaking News Alerts (v4.0.0) - Scans Google News RSS for crisis keywords (war, recession, sanctions, disasters, etc.) - Displays up to 2 breaking news alerts in caveats (last 24 hours) - Uses 1-hour cache to avoid excessive API calls ## Output Format **Default (text)**: Concise buy/hold/sell signal with 3-5 bullet points and caveats **JSON**: Structured data with scores, metrics, and raw data for further analysis ## Limitations - **Data freshness**: Yahoo Finance may lag 15-20 minutes - **Sentiment data staleness**: Short interest data lags ~2 weeks (FINRA reporting schedule) - Insider trades may lag filing by 2-3 days - VIX term structure only updates during futures trading hours - **Breaking news limitations (v4.0.0)**: Google News RSS may lag by 15-60 minutes - Keyword matching may have false positives/negatives - Does not analyze sentiment, only detects keywords - 1-hour cache means alerts may be slightly stale - **Missing data**: Not all stocks have analyst coverage, options chains, or complete fundamentals - **Execution time**: 3-5s per stock with async parallel fetching and caching (shared indicators cached for 1h) - **Disclaimer**: All outputs include prominent "not financial advice" warning - **US markets only**: Non-US tickers may have incomplete data ## Error Handling The script gracefully handles: - Invalid tickers → Clear error message - Missing analyst data → Signal based on available metrics only - API failures → Retry with exponential backoff, fail after 3 attempts Weekly Installs6.2KRepository[gracefullight/s…-checker](https://github.com/gracefullight/stock-checker)GitHub Stars10First SeenJan 27, 2026Security Audits[Gen Agent Trust HubPass](/gracefullight/stock-checker/stock-analysis/security/agent-trust-hub)[SocketPass](/gracefullight/stock-checker/stock-analysis/security/socket)[SnykWarn](/gracefullight/stock-checker/stock-analysis/security/snyk)Installed onopencode5.7Kgemini-cli5.7Kcodex5.7Kgithub-copilot5.7Kkimi-cli5.6Kamp5.6K --- *Source: https://skills.yangsir.net/skill/sm-stock-analysis* *Markdown mirror: https://skills.yangsir.net/api/skill/sm-stock-analysis/markdown*