# Analyze Stock

> analyze-stock

- Skill: `jaykim88/analyze-stock` (Agent Skill)
- Install (CLI): `npx skillmds@latest add jaykim88/analyze-stock`
- Raw SKILL.md: https://api.skillmd.com/api/skills/jaykim88/analyze-stock/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: JayKim88 (https://skillmd.com/u/jaykim88)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/jaykim88/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)**:
   ```bash
   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:
   ```bash
   cd $PLUGIN_DIR/..
   pip3 install -r requirements.txt
   ```

4. **Run scorecard analysis**:
   ```bash
   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)