Analyze Stock

analyze-stock

Deep-dive stock analysis with comprehensive scorecard

Trigger

When the user says:

• "analyze TICKER"
• "analyze stock TICKER"
• "/analyze-stock TICKER"
• "give me analysis of TICKER"
• "score TICKER"
• "evaluate TICKER stock"

Description

Performs comprehensive stock analysis including:

• Financial health scoring (profitability, growth, stability)
• Valuation analysis (P/E, P/B vs sector/historical)
• Technical momentum indicators (MA, RSI, MACD)
• Overall investment grade (A+ to D)

Instructions

When triggered:

1. Parse ticker symbol from user input (e.g., "analyze AAPL" → "AAPL")

2. Locate plugin directory: Check these paths in order:

   • ~/.claude/skills/portfolio-copilot/../../scripts (installed via symlink)
   • plugins/portfolio-copilot/scripts (local development)

   Use the first path that exists. Store as $PLUGIN_DIR.

3. Check dependencies (silent auto-install):

   python3 -c "import yfinance, pandas, numpy, sqlalchemy" 2>/dev/null || \
     pip3 install yfinance pandas numpy sqlalchemy --quiet
   

   If this fails, inform the user to install manually:

   cd $PLUGIN_DIR/..
   pip3 install -r requirements.txt
   

4. Run scorecard analysis:

   cd $PLUGIN_DIR
   python3 scorecard.py TICKER
   

5. Display results to the user with the formatted scorecard output

6. Provide context:

   • Explain what the scores mean
   • Highlight strengths and weaknesses
   • Note any data limitations (if financial metrics are 0%)

7. Offer next steps:

   • Add to portfolio: python3 portfolio_manager.py add TICKER SHARES PRICE
   • Compare with other stocks
   • View portfolio: python3 portfolio_manager.py show

Examples

Example 1: Simple Analysis

User: analyze AAPL

Assistant:

I'll analyze Apple (AAPL) for you.

[Runs scorecard.py AAPL]

Key Insights:
- Overall Score: 7.3/10 (Good, B+ grade)
- Valuation: Trading at a discount to sector average
- Financial Health: Strong debt management (D/E: 102.6)
- Momentum: Neutral technical setup

Would you like to:
- Add AAPL to your portfolio?
- Compare with other tech stocks (MSFT, GOOGL)?
- See your current portfolio?

Example 2: Multiple Stocks

User: analyze MSFT and NVDA

Assistant:

I'll analyze both Microsoft and NVIDIA for you.

[Runs scorecard for MSFT]
[Runs scorecard for NVDA]

Comparison:
- MSFT: 3.9/10 (Poor) - Better valuation but weaker momentum
- NVDA: 6.6/10 (Fair) - Higher valuation premium but stronger fundamentals

Would you like a detailed comparison or to add either to your portfolio?

Notes

• If ticker is invalid, inform user and suggest checking the symbol
• If data is incomplete, explain which metrics are missing
• Always provide actionable next steps
• Keep analysis objective and data-driven

Related Skills

• portfolio-review: View current holdings
• find-opportunities: Discover investment ideas
• portfolio-chat: Conversational portfolio advisor (Phase 3)