Stock Analysis

Stock Analysis Skill

Comprehensive stock analysis combining fundamental, technical, and ML-based sentiment analysis.

Quick Analysis Commands

Single Stock Analysis

# Run full analysis for a single stock
python -c "
from backend.services.analysis import StockAnalyzer

analyzer = StockAnalyzer()
result = analyzer.analyze('AAPL')

print(f'''
=== {result.ticker} Analysis ===

RECOMMENDATION: {result.recommendation}
Confidence: {result.confidence:.1%}
Target Price: \${result.target_price:.2f}

Fundamental Score: {result.fundamental_score:.2f}/10
Technical Score: {result.technical_score:.2f}/10
Sentiment Score: {result.sentiment_score:.2f}/10

Key Thesis:
{result.thesis}

Risk Factors:
{chr(10).join(f\"  - {r}\" for r in result.risk_factors)}
''')
"

Batch Analysis

# Analyze multiple stocks
python -c "
from backend.services.analysis import BatchAnalyzer

analyzer = BatchAnalyzer()
results = analyzer.analyze_batch(['AAPL', 'GOOGL', 'MSFT', 'AMZN'])

for r in results:
    print(f'{r.ticker}: {r.recommendation} ({r.confidence:.0%})')
"

Analysis Components

1. Fundamental Analysis

from backend.analysis.fundamental import FundamentalAnalyzer

fa = FundamentalAnalyzer()
metrics = fa.analyze('AAPL')

# Key metrics calculated:
# - P/E Ratio (trailing and forward)
# - P/B Ratio
# - EV/EBITDA
# - Debt/Equity
# - Current Ratio
# - ROE, ROA, ROI
# - Piotroski F-Score
# - Altman Z-Score

2. Technical Analysis

from backend.analysis.technical import TechnicalAnalyzer

ta = TechnicalAnalyzer()
signals = ta.analyze('AAPL', period='1y')

# Indicators calculated:
# - Moving Averages (SMA 20, 50, 200)
# - MACD (12, 26, 9)
# - RSI (14)
# - Bollinger Bands
# - Support/Resistance levels
# - Volume analysis

3. Sentiment Analysis

from backend.analysis.sentiment import SentimentAnalyzer

sa = SentimentAnalyzer()
sentiment = sa.analyze('AAPL')

# Sources analyzed:
# - News articles (FinBERT)
# - Social media mentions
# - Analyst ratings
# - Earnings call transcripts

Analysis Pipeline

Input: Ticker Symbol
         │
         ▼
┌─────────────────────────────────────────────┐
│              Data Collection                │
│  ├── Price data (Finnhub/Polygon)          │
│  ├── Fundamentals (Alpha Vantage)          │
│  ├── News (NewsAPI)                        │
│  └── Filings (SEC EDGAR)                   │
└─────────────────────────────────────────────┘
         │
         ▼
┌─────────────────────────────────────────────┐
│              Analysis Layer                 │
│  ├── Fundamental Analysis  ──────┐         │
│  ├── Technical Analysis    ──────┼──► ML   │
│  └── Sentiment Analysis    ──────┘  Model  │
└─────────────────────────────────────────────┘
         │
         ▼
┌─────────────────────────────────────────────┐
│           Recommendation Engine             │
│  ├── Score aggregation                     │
│  ├── Confidence calculation                │
│  ├── Target price estimation               │
│  └── Risk factor identification            │
└─────────────────────────────────────────────┘
         │
         ▼
┌─────────────────────────────────────────────┐
│           SEC Compliance Check              │
│  ├── Add required disclosures              │
│  ├── Generate audit log                    │
│  └── Validate output format                │
└─────────────────────────────────────────────┘
         │
         ▼
Output: Compliant Recommendation

Recommendation Scoring

# Scoring weights (configurable)
WEIGHTS = {
    "fundamental": 0.35,
    "technical": 0.30,
    "sentiment": 0.20,
    "momentum": 0.15,
}

def calculate_recommendation(scores: dict) -> tuple[str, float]:
    """
    Calculate final recommendation from component scores.

    Returns: (recommendation, confidence)
    """
    weighted_score = sum(
        scores[k] * WEIGHTS[k]
        for k in WEIGHTS
    )

    if weighted_score >= 7.0:
        return ("STRONG BUY", min(weighted_score / 10, 0.95))
    elif weighted_score >= 5.5:
        return ("BUY", weighted_score / 10)
    elif weighted_score >= 4.5:
        return ("HOLD", 0.5)
    elif weighted_score >= 3.0:
        return ("SELL", (10 - weighted_score) / 10)
    else:
        return ("STRONG SELL", min((10 - weighted_score) / 10, 0.95))

Key Metrics Reference

Fundamental Metrics

Technical Signals

Usage Examples

Compare Stocks

from backend.services.analysis import ComparisonAnalyzer

comp = ComparisonAnalyzer()
result = comp.compare(['AAPL', 'MSFT', 'GOOGL'])

print("Ranking by overall score:")
for stock in result.ranked:
    print(f"  {stock.ticker}: {stock.score:.2f}")

Sector Analysis

from backend.services.analysis import SectorAnalyzer

sector = SectorAnalyzer()
tech_stocks = sector.analyze_sector('Technology', top_n=10)

print("Top 10 Technology stocks:")
for stock in tech_stocks:
    print(f"  {stock.ticker}: {stock.recommendation}")

Portfolio Screening

from backend.services.screening import StockScreener

screener = StockScreener()
results = screener.screen({
    "pe_ratio": {"max": 20},
    "roe": {"min": 15},
    "debt_equity": {"max": 1},
    "market_cap": {"min": 10_000_000_000},  # $10B+
})

print(f"Found {len(results)} stocks matching criteria")

Best Practices

1. Always check data freshness before analysis
2. Use caching to minimize API calls
3. Run batch analysis during off-hours
4. Validate with SEC compliance before publishing
5. Log all recommendations for audit trail
6. Consider market conditions in recommendations