Stock Analysis

Stock Analysis

Comprehensive stock and company analysis using with real-time market data.

Core Capabilities

• Company Research: Get company profiles, business info, executive teams
• Technical Analysis: Access price charts, technical indicators, outlooks
• Fundamental Analysis: Review insights, valuations, analyst ratings
• Insider Activity: Track insider holdings and transactions
• Regulatory Filings: Access SEC filing history and documents
• Multi-Stock Comparison: Compare multiple stocks with chart data

Available APIs

Company Information

• Yahoo/get_stock_profile - Company profile (business, industry, executives, contact)
• Yahoo/get_stock_insights - Technical indicators, valuation, ratings, research reports

Trading & Market Data

• Yahoo/get_stock_chart - Historical price data with customizable timeframes

Ownership & Compliance

• Yahoo/get_stock_holders - Insider holdings and transactions
• Yahoo/get_stock_sec_filing - SEC filing history (10-K, 10-Q, 8-K, etc.)

Common Workflows

1. Company Overview → Deep Dive

User: "Tell me about AAPL"
→ Yahoo/get_stock_profile (business summary, industry, employees)
→ Yahoo/get_stock_insights (technical outlook, valuation, ratings)
→ Yahoo/get_stock_chart (recent price performance)

2. Technical Analysis → Fundamental Check

User: "Is TSLA a good buy?"
→ Yahoo/get_stock_chart (price trends, support/resistance)
→ Yahoo/get_stock_insights (technical outlook, target price, rating)
→ Yahoo/get_stock_profile (verify business fundamentals)

3. Insider Activity Analysis

User: "Show me insider trading for NVDA"
→ Yahoo/get_stock_holders (insider transactions)
→ Yahoo/get_stock_profile (context about executives)
→ Yahoo/get_stock_insights (check if aligned with outlook)

4. Due Diligence Package

User: "Full analysis of MSFT"
→ Yahoo/get_stock_profile (company background)
→ Yahoo/get_stock_insights (analyst ratings, valuation)
→ Yahoo/get_stock_chart (historical performance)
→ Yahoo/get_stock_holders (insider sentiment)
→ Yahoo/get_stock_sec_filing (recent regulatory filings)

5. Multi-Stock Comparison

User: "Compare AAPL vs MSFT vs GOOGL"
→ Yahoo/get_stock_chart (with comparisons parameter)
→ Yahoo/get_stock_insights (for each symbol)
→ Compare metrics side-by-side

6. Sector Research

User: "Analyze tech stocks: AAPL, NVDA, AMD"
→ Yahoo/get_stock_profile (each company's focus area)
→ Yahoo/get_stock_insights (sector comparison scores)
→ Yahoo/get_stock_chart (relative performance)

Key Parameters

Common Parameters

• symbol: Stock ticker symbol (e.g., "AAPL", "TSLA")
• region: Market region (US, GB, JP, etc.) - default: US
• lang: Response language (en-US, zh-Hant-HK, etc.) - default: en-US

Chart-Specific

• interval: 1m, 5m, 15m, 30m, 1h, 1d, 1wk, 1mo
• range: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max
• comparisons: Compare with other symbols (e.g., "^GSPC,MSFT")
• events: Include dividends, splits, earnings (div, split, earn)

Key Data Points

Profile Data

• Business summary and industry classification
• Employee count and executive team
• Contact information and website
• Sector and industry metrics

Insights Data

• Technical outlook: Short/intermediate/long-term signals
• Valuation: Relative value vs sector/market
• Key technicals: Support, resistance, stop-loss levels
• Ratings: Analyst recommendations and target prices
• Company metrics: Innovation, hiring, sustainability scores
• Research reports: Analyst reports and summaries
• Significant events: Recent developments

Chart Data

• OHLC (Open, High, Low, Close) prices
• Volume data
• Adjusted close prices
• 52-week high/low
• Current trading period info

Holder Data

• Insider names and positions
• Transaction dates and descriptions
• Holdings quantity and value
• Relationship to company

Filing Data

• Filing type (10-K, 10-Q, 8-K, etc.)
• Filing date and title
• EDGAR URLs for full documents
• Exhibits and related documents

When to Use This Skill

ALWAYS invoke APIs when users mention:

• Stock symbols: "AAPL", "TSLA", "$MSFT", "stock price", "stock info"
• Analysis requests: "analyze", "research", "look into", "tell me about [STOCK]"
• Comparison: "compare", "vs", "versus", "which is better"
• Price queries: "price", "chart", "performance", "trend", "up or down"
• Insider activity: "insider", "holdings", "who owns", "buying/selling"
• Filings: "SEC filing", "10-K", "10-Q", "earnings report", "financial statements"
• Company info: "what does [company] do", "who runs", "about [company]"

Required API combinations:

• General stock questions → MUST call Yahoo/get_stock_profile + Yahoo/get_stock_insights
• Price/chart mentions → MUST include Yahoo/get_stock_chart
• Investment decisions → MUST call all three: chart + insights + profile
• Multiple stocks → MUST use comparison parameters in chart API
• Insider questions → MUST call Yahoo/get_stock_holders + profile for context

Best Practices

1. Start broad, then drill down - Profile first, then specific data
2. Context matters - Combine profile with technical data for better insights
3. Use comparisons - Chart API supports multi-symbol comparison
4. Regional stocks - Set region/lang for non-US markets
5. Time relevance - Adjust chart range based on user's timeframe
6. Insider context - Combine holder data with profile for complete picture

API Reference

Full parameter specs and response schemas:

• yahoo-api.md