Stock Analysis
Produces a rigorous, sector-relative, multi-factor fundamental analysis of a publicly listed company (Indian or US/global), delivered as a written report plus a sector-relative scorecard. It benchmarks every metric against the right peers or the company's own history, and never ranks on a single metric.
✨ What it does
- Enforces sourcing every figure to a primary document (annual report, 10-K, exchange filing) with source and period; neve
- Benchmarks metrics against sector peers or the company's own multi-year record, never raw cross-industry numbers.
- Reads non-financial disclosures (MD&A, auditor's report, related-party transactions, governance) as first-class inputs.
- Offers five depth modes: Screen, Standard, Deep dive, Forensic, and IPO, each with tailored stages.
- Produces a sector-relative scorecard and a written report with bull/bear cases and valuation range.
- Explicitly states consolidated vs standalone, currency/units, and as-of dates for prices.
🎯 When to use it
- User asks to analyse, research, evaluate, or value a stock, ticker, or listed company.
- User asks whether a business is fundamentally strong, cheap, or expensive, or compares companies against their sector.
- User mentions metrics like OPM, ROCE, ROE, ROIC, P/E, EV/EBITDA, free cash flow, NIM, GNPA, CASA, promoter holding or pledging.
- User asks accounting-quality or forensic questions (e.g., 'is the profit real?') or IPO-related questions (e.g., 'should I apply?').
- User makes a casual request like 'is Infosys any good?'
🚀 How to use
Trigger by asking to analyse a stock, e.g., 'Analyse Infosys' or 'Is HDFC Bank fundamentally strong?' The skill expects the company name or ticker and optionally a depth mode (screen, standard, deep dive, forensic, IPO). It will guide through stages: identity, data acquisition, sector classification, ratio analysis, and report generation. Example prompts:
Analyse Reliance Industries against its sector peers.
Do a forensic check on Tata Motors: is the profit real?
📄 Output: A written fundamental analysis report with a sector-relative scorecard, including bull/bear cases and a valuation range.
📦 Add this skill to Claude Code
# 1. Get the skills repo
git clone --depth 1 https://github.com/alirezarezvani/claude-skills /tmp/claude-skills
# 2. Copy this skill into your project (or ~/.claude/skills for all projects)
mkdir -p .claude/skills
cp -r /tmp/claude-skills/finance/skills/stock-analysis .claude/skills/stock-analysisSkill source: finance/skills/stock-analysis/SKILL.md
⚠️ Good to know
Requires access to primary documents (annual reports, filings); if unavailable, figures are marked 'not available'. Does not provide personalised investment advice or trading signals.
❓ FAQ
What sources can I use for financial figures?
Only primary documents like annual reports, 10-Ks, exchange filings, and offer documents. Aggregator websites are only for locating documents and cross-checking, never as the source of record.
Can I use this for an IPO?
Yes, if the company is not yet trading, the skill switches to IPO mode with its own stages (I0–I7) and follows a separate reference file.
What if I need a quick take?
Use Screen mode, which covers stages 0–3 plus a valuation sanity check and gives a short verdict.
🤖 Overview, features, install steps and FAQ were generated from the project's SKILL.md on Sep 4, 2026. Always check the original source before running commands.