Professional investment analysis and stock evaluation skills — works with Claude Code, Gemini CLI, GitHub Copilot, Cursor, and any AI assistant.
claude
# add to marketplace
/plugin marketplace add yennanliu/InvestSkill
# install
/plugin install us-stock-analysis
# check installed list
/plugin list
# test
- /us-stock-analysis:fundamental-analysis AAPL # - For fundamental analysis
- /us-stock-analysis:technical-analysis AAPL # - For technical analysis
- /us-stock-analysis:economics-analysis # - For economic context- Local dev
claude
# Add local marketplace
/plugin marketplace add /Users/yennanliu/InvestSkill
# Install plugin
/plugin install us-stock-analysis@invest-skillInvestSkill is a comprehensive investment analysis toolkit providing professional-grade frameworks for US stock market analysis. It works natively as a Claude Code plugin and also as universal prompts compatible with Gemini CLI, GitHub Copilot, Cursor, and any AI assistant.
- Financial Report Analyst: Extract insights from 10-K/10-Q/annual reports — accounting quality, MD&A analysis, risk factor changes, red flag detection (New in v1.3.0)
- Multi-Method Stock Valuation: DCF + comparable company analysis + EV/EBITDA + P/E + residual income, with football field summary (New in v1.3.0)
- Stock Evaluation: Comprehensive analysis with Piotroski F-Score, ROIC/WACC, DCF framework, and risk matrix
- Economics Analysis: US macro indicators with yield curve, credit spreads, and recession probability scoring
- Fundamental Analysis: Deep-dive financial statement analysis with visualizations
- Technical Analysis: Chart patterns, multi-timeframe analysis, Volume Profile, and Ichimoku Cloud
- Portfolio Review: Performance analysis and optimization
- Sector Analysis: Sector rotation and market positioning
- Interactive Reports: Generate HTML/PDF reports with visualizations and signal blocks
- Earnings Call Analysis: Analyze earnings call transcripts for sentiment and insights
- Insider Trading Tracking: Monitor insider buying/selling activity from SEC filings
- Institutional Ownership: Track smart money moves from 13F filings
- Dividend Analysis: Dividend safety scoring, yield trap detection, and income projections
- Short Interest Analysis: Squeeze scoring, borrow rates, bearish thesis evaluation
- Options Analysis: Greeks, IV analysis, strategy selector, and earnings plays
- Research Bundle: Full multi-skill analysis chained into a unified investment thesis
- DCF Valuation: Intrinsic value modeling with sensitivity tables and margin of safety
- Competitor Analysis: Economic moat scoring, Porter's Five Forces, competitive benchmarking
- Standardized Signals: All 18 skills output a unified BULLISH/NEUTRAL/BEARISH signal block
- Cross-AI Compatible: Universal prompts work with any AI assistant (see
prompts/directory)
Add the marketplace and install the plugin:
# Add marketplace from GitHub
/plugin marketplace add yennanliu/InvestSkill
# Install the plugin
/plugin install us-stock-analysis@invest-skill# Add local marketplace
/plugin marketplace add /Users/yennanliu/InvestSkill
# Install plugin
/plugin install us-stock-analysis@invest-skill/stock-eval- Evaluate US stocks with Piotroski F-Score, ROIC/WACC, DCF framework, and risk matrix/economics-analysis- Analyze US economic indicators, yield curve, credit spreads, and recession probability/fundamental-analysis- Deep fundamental analysis using financials (with--visualflag)/technical-analysis- Technical chart analysis with MTF, Volume Profile, Ichimoku (with--chartflag)/portfolio-review- Portfolio performance and optimization review/sector-analysis- US market sector analysis and rotation
/report-generator- Generate professional HTML/PDF reports with interactive charts and signal blocks/earnings-call-analysis- Analyze earnings call transcripts for sentiment, themes, and management tone/insider-trading- Track insider buying/selling activity from SEC Form 4 filings/institutional-ownership- Monitor institutional holdings changes from 13F filings
/dividend-analysis- Dividend safety scoring, Chowder Rule, yield trap detection, income projections/short-interest- Short squeeze scoring, borrow rates, bearish thesis evaluation/options-analysis- Greeks analysis, IV rank, strategy selector, earnings play setup/research-bundle- Full multi-skill research chained into a unified investment thesis with composite score/dcf-valuation- Intrinsic value DCF model with 3-scenario sensitivity table and margin of safety/competitor-analysis- Economic moat scoring, Porter's Five Forces, competitive benchmarking
/financial-report-analyst- Analyze 10-K/10-Q/annual reports: accounting quality scoring, MD&A deep read, risk factor change detection, management tone analysis, footnote red flags/stock-valuation- Multi-method valuation: DCF + comparable company analysis (CCA) + EV/EBITDA + P/E + residual income, with football field summary and risk-adjusted expected return
# Evaluate a specific stock
/stock-eval AAPL
# Get economic outlook
/economics-analysis
# Deep dive into fundamentals
/fundamental-analysis MSFT
# Deep dive with visualizations
/fundamental-analysis NVDA --visual
# Technical chart analysis
/technical-analysis TSLA
# Technical analysis with chart generation
/technical-analysis GOOGL --chart
# Review portfolio
/portfolio-review [paste your holdings]
# Analyze sectors
/sector-analysis# Generate HTML/PDF report with visualizations
/report-generator --type comprehensive --data [paste analysis results]
# Analyze earnings call transcript
/earnings-call-analysis AAPL [paste transcript or provide URL]
# Track insider trading activity
/insider-trading TSLA
# Monitor institutional ownership changes
/institutional-ownership MSFT
# Track specific institutional investors
/institutional-ownership META --smart-money# Dividend safety and income analysis
/dividend-analysis JNJ
/dividend-analysis --portfolio [list of tickers]
# Short squeeze potential
/short-interest GME
/short-interest --scan squeeze-potential
# Options strategy selection
/options-analysis AAPL --strategy bullish
/options-analysis NVDA --earnings
/options-analysis TSLA --iv
# Comprehensive research bundle (chains all skills)
/research-bundle AAPL
/research-bundle NVDA --quick
/research-bundle AAPL,MSFT,GOOGL --compare
# DCF intrinsic value model
/dcf-valuation MSFT
/dcf-valuation NVDA --scenarios
/dcf-valuation GOOGL --visual
# Competitive moat analysis
/competitor-analysis AAPL
/competitor-analysis NVDA --peers AMD,INTC,QCOM
/competitor-analysis GOOGL --moat-only# Step 1: Run fundamental analysis with visualization
/fundamental-analysis AAPL --visual
# Step 2: Generate HTML report from the analysis
/report-generator --type comprehensive
# Step 3: Open HTML file in browser and export to PDF
# The report includes interactive charts and can be printed to PDF# Analyze a 10-K or 10-Q filing
/financial-report-analyst AAPL 10-K
/financial-report-analyst MSFT 10-Q --section risk-factors
/financial-report-analyst NVDA 10-K --full
# Multi-method stock valuation (DCF + comps + EV multiples)
/stock-valuation AAPL
/stock-valuation MSFT --methods dcf,cca,ev-ebitda
/stock-valuation NVDA --full --visual
/stock-valuation GOOGL --quickInvestSkill v1.3.0 introduces universal prompt files that work with any AI assistant — not just Claude Code.
All 18 analysis frameworks are available as standalone markdown prompts in the prompts/ directory. Use them with any AI tool:
prompts/
├── financial-report-analyst.md # 10-K/10-Q analysis
├── stock-valuation.md # Multi-method valuation
├── stock-eval.md # Comprehensive evaluation
├── fundamental-analysis.md # Financial statement analysis
├── technical-analysis.md # Chart and indicator analysis
├── dcf-valuation.md # DCF intrinsic value model
├── economics-analysis.md # US macro analysis
├── earnings-call-analysis.md # Transcript analysis
├── insider-trading.md # Form 4 analysis
├── institutional-ownership.md # 13F analysis
├── competitor-analysis.md # Moat and competitive analysis
├── dividend-analysis.md # Dividend safety analysis
├── short-interest.md # Short squeeze analysis
├── options-analysis.md # Greeks and strategy
├── portfolio-review.md # Portfolio analysis
├── sector-analysis.md # Sector rotation
└── research-bundle.md # Full chained analysis
# Gemini CLI reads GEMINI.md automatically for project context
gemini
# Reference a prompt file directly
> @prompts/stock-valuation.md Analyze NVDA using all valuation methods
# Financial report analysis
> @prompts/financial-report-analyst.md [paste your 10-K text here]The .github/copilot-instructions.md file configures Copilot with InvestSkill's analysis frameworks. Open a chat and ask:
# In Copilot Chat
Analyze AAPL using the stock-valuation framework
# Reference a prompt file
Use the framework in prompts/fundamental-analysis.md to analyze MSFT
The .cursor/rules/invest-skill.mdc file is automatically loaded by Cursor. Use the AI chat:
# Cursor AI Chat
@prompts/financial-report-analyst.md Analyze this 10-Q section: [paste text]
# Or just ask naturally — Cursor knows the frameworks
Perform a DCF valuation of NVDA using the InvestSkill methodology
Copy the content of any prompts/*.md file and paste it as a system prompt or at the start of your conversation:
# Copy prompts/stock-valuation.md content
# Paste into any AI chat, then:
"Analyze AAPL using the framework above"
InvestSkill/
├── .claude-plugin/
│ └── marketplace.json # Marketplace configuration
├── .cursor/
│ └── rules/
│ └── invest-skill.mdc # Cursor AI rules (v1.3.0)
├── .github/
│ └── copilot-instructions.md # GitHub Copilot workspace config (v1.3.0)
├── prompts/ # Universal prompts — work with any AI (v1.3.0)
│ ├── financial-report-analyst.md
│ ├── stock-valuation.md
│ ├── stock-eval.md
│ ├── fundamental-analysis.md
│ ├── technical-analysis.md
│ ├── dcf-valuation.md
│ ├── economics-analysis.md
│ ├── earnings-call-analysis.md
│ ├── insider-trading.md
│ ├── institutional-ownership.md
│ ├── competitor-analysis.md
│ ├── dividend-analysis.md
│ ├── short-interest.md
│ ├── options-analysis.md
│ ├── portfolio-review.md
│ ├── sector-analysis.md
│ └── research-bundle.md
├── plugins/
│ └── us-stock-analysis/
│ ├── .claude-plugin/
│ │ └── plugin.json # Plugin manifest
│ ├── skills/
│ │ ├── stock-eval/
│ │ │ └── SKILL.md
│ │ ├── economics-analysis/
│ │ │ └── SKILL.md
│ │ ├── fundamental-analysis/
│ │ │ └── SKILL.md
│ │ ├── technical-analysis/
│ │ │ └── SKILL.md
│ │ ├── portfolio-review/
│ │ │ └── SKILL.md
│ │ ├── sector-analysis/
│ │ │ └── SKILL.md
│ │ ├── report-generator/
│ │ │ └── SKILL.md
│ │ ├── earnings-call-analysis/
│ │ │ └── SKILL.md
│ │ ├── insider-trading/
│ │ │ └── SKILL.md
│ │ ├── institutional-ownership/
│ │ │ └── SKILL.md
│ │ ├── dividend-analysis/
│ │ │ └── SKILL.md
│ │ ├── short-interest/
│ │ │ └── SKILL.md
│ │ ├── options-analysis/
│ │ │ └── SKILL.md
│ │ ├── research-bundle/
│ │ │ └── SKILL.md
│ │ ├── dcf-valuation/
│ │ │ └── SKILL.md
│ │ ├── competitor-analysis/
│ │ │ └── SKILL.md
│ │ ├── financial-report-analyst/
│ │ │ └── SKILL.md # New v1.3.0: 10-K/10-Q report analysis
│ │ └── stock-valuation/
│ │ └── SKILL.md # New v1.3.0: Multi-method valuation
│ └── README.md
├── GEMINI.md # Gemini CLI project instructions (v1.3.0)
├── LICENSE
└── README.md
InvestSkill v1.1.0 introduces professional report generation capabilities with interactive visualizations.
- HTML Reports: Standalone HTML files with embedded Chart.js visualizations
- PDF Export: Print-to-PDF support via browser or command-line tools
- Interactive Charts: Line charts, bar charts, candlestick charts, and more
- Professional Styling: Financial report-grade formatting and layout
- Mobile Responsive: Works on desktop and mobile devices
-
Run Analysis with Visualization
/fundamental-analysis AAPL --visual
This generates analysis with chart data tables
-
Generate HTML Report
/report-generator --type comprehensive
Creates
investment-report-AAPL-20260217-143022.html -
Export to PDF
- Browser: Open HTML → Print → Save as PDF
- Command Line:
wkhtmltopdf report.html report.pdf - Node.js: Use Playwright or Puppeteer
- Executive Summary: 1-2 pages, key metrics and charts
- Comprehensive Analysis: 5-10 pages, full detailed analysis
- Portfolio Review: Multi-stock comparison and allocation
- Revenue/earnings growth trends (line charts)
- Profit margin comparisons (line charts)
- Balance sheet composition (stacked bar charts)
- Cash flow waterfalls (waterfall charts)
- Valuation multiples (grouped bar charts)
- Price charts with indicators (candlestick + overlays)
- Volume analysis (bar charts)
- Technical indicators (RSI, MACD panels)
This project includes comprehensive GitHub Actions workflows for quality assurance and automated releases.
Validation (validate.yml)
- Runs on every push and PR to main/develop branches
- Validates JSON structure (marketplace.json, plugin.json)
- Checks required files and fields
- Validates SKILL.md frontmatter
- Ensures version consistency across files
PR Checks (pr-check.yml)
- Quick validation on pull requests
- JSON syntax checking
- Required fields validation
- SKILL.md file linting
Auto Release (release.yml)
- Triggers on version tags (v*)
- Creates distribution packages (.tar.gz)
- Generates SHA256 checksums
- Creates GitHub releases with artifacts
- Extracts release notes from CHANGELOG.md
Auto Labeling (label-pr.yml)
- Automatically labels PRs based on changed files
- Adds size labels (small/medium/large)
- Helps with PR organization and review
First-Time Contributor Greetings (greetings.yml)
- Welcomes new contributors
- Provides helpful information for first-time issues/PRs
To create a new release:
-
Update version numbers:
# Update plugins/us-stock-analysis/.claude-plugin/plugin.json # Update .claude-plugin/marketplace.json
-
Update CHANGELOG.md:
## [1.1.0] - 2026-02-16 ### Added - New feature description
-
Commit changes:
git add . git commit -m "chore: bump version to 1.1.0" git push origin main
-
Create and push tag:
git tag v1.1.0 git push origin v1.1.0
-
GitHub Actions will automatically:
- Validate the plugin structure
- Create distribution packages
- Generate release notes
- Publish the release with artifacts
Add these badges to show build status (update username/repo):
Contributions are welcome! Please read our Contributing Guide for detailed information.
Quick Start:
- Fork the repository
- Create your feature branch (
git checkout -b feature/AmazingFeature) - Commit your changes (
git commit -m 'feat: add some AmazingFeature') - Push to the branch (
git push origin feature/AmazingFeature) - Open a Pull Request
See CONTRIBUTING.md for detailed guidelines on:
- Adding new skills
- Creating plugins
- Testing changes
- Commit message format
- Version numbering
To share this marketplace with others:
- Push to GitHub:
git add .
git commit -m "Initial plugin marketplace setup"
git push origin main- Users can then add your marketplace:
/plugin marketplace add yennanliu/InvestSkill-
Add options analysis skill(v1.2.0) -
Add DCF valuation skill(v1.2.0) -
Add dividend analysis skill(v1.2.0) -
Add competitor/moat analysis(v1.2.0) -
Add financial report analyst (10-K/10-Q)(v1.3.0) -
Add multi-method stock valuation(v1.3.0) -
Cross-AI compatibility (Gemini CLI, Copilot, Cursor)(v1.3.0) - Add crypto analysis skill
- Add earnings calendar integration
- Add news sentiment analysis
- Add risk management calculator (VaR, stress testing)
- Add backtesting capabilities
- Add international market skills (EU, Asia)
- Add real-time data API integrations
MIT License - see LICENSE file for details.
This plugin provides educational analysis and is not financial advice. Always consult with qualified financial advisors before making investment decisions. Past performance does not guarantee future results.
For issues, questions, or suggestions, please open an issue on GitHub.