@v587d/capital-generation 2.7.0 → 2.7.2

package/selected-skills/InvestSkill/README-claude-code.md

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+# InvestSkill for Claude Code
+
+Professional investment analysis plugin for Claude Code. 18 analysis frameworks for comprehensive stock market evaluation.
+
+**For multi-platform setup**, see [README.md](README.md)
+
+---
+
+## Quick Start
+
+### Installation — one command
+
+```bash
+curl -fsSL https://raw.githubusercontent.com/yennanliu/InvestSkill/main/install.sh | bash -s -- -a claude
+```
+
+Installs every skill into `.claude/skills/` (add `-g` for `~/.claude/skills/`), so slash commands work immediately.
+
+### Installation — plugin marketplace
+
+```bash
+# Open Claude Code
+claude
+
+# Add marketplace
+/plugin marketplace add yennanliu/InvestSkill
+
+# Install plugin
+/plugin install us-stock-analysis
+
+# Verify installation
+/plugin list
+```
+
+### First Analysis
+
+```bash
+# Evaluate a stock
+/us-stock-analysis:stock-eval AAPL
+
+# Get valuation
+/us-stock-analysis:stock-valuation MSFT
+
+# Full analysis
+/us-stock-analysis:research-bundle GOOGL
+```
+
+---
+
+## All 18 Skills
+
+### Core Analysis (6)
+```bash
+/us-stock-analysis:stock-eval AAPL              # Piotroski F-Score, quality metrics
+/us-stock-analysis:fundamental-analysis MSFT   # Financial statement analysis
+/us-stock-analysis:technical-analysis TSLA     # Chart patterns, indicators
+/us-stock-analysis:economics-analysis           # Macro indicators
+/us-stock-analysis:dcf-valuation GOOGL         # Intrinsic value model
+/us-stock-analysis:stock-valuation NVDA       # DCF + comps + EV multiples
+```
+
+### Financial Reports (3)
+```bash
+/us-stock-analysis:financial-report-analyst AAPL 10-K    # 10-K/10-Q analysis
+/us-stock-analysis:10k-digest NVDA FY2024 --lang zh-TW   # Structured digest doc (EN or 繁中)
+/us-stock-analysis:earnings-call-analysis AAPL           # Earnings transcript analysis
+```
+
+### Market Monitoring (4)
+```bash
+/us-stock-analysis:insider-trading TSLA                   # Form 4 insider activity
+/us-stock-analysis:institutional-ownership META          # 13F institutional tracking
+/us-stock-analysis:dividend-analysis JNJ                 # Dividend safety
+/us-stock-analysis:short-interest GME                    # Short squeeze potential
+```
+
+### Advanced Analysis (4)
+```bash
+/us-stock-analysis:competitor-analysis AAPL              # Economic moat analysis
+/us-stock-analysis:options-analysis AAPL                 # Options strategy selection
+/us-stock-analysis:portfolio-review                      # Portfolio optimization
+/us-stock-analysis:sector-analysis                       # Sector rotation
+```
+
+### Comprehensive Research (2)
+```bash
+/us-stock-analysis:research-bundle AAPL                  # All frameworks combined
+/us-stock-analysis:report-generator                      # HTML/PDF reports
+```
+
+---
+
+## Usage Examples
+
+### Basic Stock Analysis
+```bash
+# Quick evaluation
+/us-stock-analysis:stock-eval AAPL
+
+# Detailed fundamentals
+/us-stock-analysis:fundamental-analysis MSFT --visual
+
+# Technical chart analysis
+/us-stock-analysis:technical-analysis TSLA --chart
+
+# Valuation analysis
+/us-stock-analysis:stock-valuation NVDA
+```
+
+### Financial Data Analysis
+```bash
+# Analyze 10-K filing for investment signals
+/us-stock-analysis:financial-report-analyst AAPL 10-K
+
+# Generate structured 10-K digest document (EN or Traditional Chinese)
+/us-stock-analysis:10k-digest AAPL FY2024 --lang zh-TW
+
+# Analyze earnings call transcript
+/us-stock-analysis:earnings-call-analysis AAPL
+# [paste transcript text]
+
+# Review portfolio
+/us-stock-analysis:portfolio-review
+# [paste your holdings]
+```
+
+### Advanced Analysis
+```bash
+# DCF valuation with scenarios
+/us-stock-analysis:dcf-valuation MSFT --scenarios
+
+# Insider trading analysis
+/us-stock-analysis:insider-trading TSLA
+
+# Dividend safety
+/us-stock-analysis:dividend-analysis JNJ
+
+# Short squeeze potential
+/us-stock-analysis:short-interest GME
+
+# Competitive moat
+/us-stock-analysis:competitor-analysis AAPL
+```
+
+### Comprehensive Research
+```bash
+# Full multi-framework analysis
+/us-stock-analysis:research-bundle AAPL
+
+# Quick version
+/us-stock-analysis:research-bundle MSFT --quick
+
+# Compare multiple stocks
+/us-stock-analysis:research-bundle AAPL,MSFT,GOOGL --compare
+```
+
+### Report Generation
+```bash
+# Step 1: Generate analysis with visualization
+/us-stock-analysis:fundamental-analysis AAPL --visual
+
+# Step 2: Generate HTML report
+/us-stock-analysis:report-generator
+
+# Step 3: Export to PDF
+# Open generated HTML → Print → Save as PDF
+```
+
+---
+
+## Features
+
+✅ **18 Professional Analysis Frameworks**
+- Comprehensive stock evaluation
+- Multi-method valuation (DCF, comparable companies, EV multiples)
+- Deep fundamental analysis
+- Technical chart pattern recognition
+- Economic context analysis
+- Portfolio optimization
+
+✅ **Financial Data Processing**
+- 10-K/10-Q analysis
+- Earnings call sentiment analysis
+- Insider trading tracking
+- Institutional ownership monitoring
+
+✅ **Advanced Analysis**
+- Dividend safety scoring
+- Short squeeze potential
+- Options strategy selection
+- Competitive moat analysis
+- Sector rotation analysis
+
+✅ **Report Generation**
+- HTML reports with charts
+- PDF export (via browser print)
+- Professional formatting
+- Interactive visualizations
+
+✅ **Standardized Output**
+- All analyses include INVESTMENT SIGNAL block
+- Confidence levels (HIGH/MEDIUM/LOW)
+- Time horizon (SHORT/MEDIUM/LONG-TERM)
+- Actionable recommendations (BUY/HOLD/SELL)
+
+---
+
+## Installation & Troubleshooting
+
+### Installation Issues
+
+**Plugin not appearing?**
+```bash
+# Refresh plugin list
+/plugin list
+
+# Try re-adding marketplace
+/plugin marketplace remove yennanliu/InvestSkill
+/plugin marketplace add yennanliu/InvestSkill
+```
+
+**Can't run skills?**
+```bash
+# Verify installation
+/plugin list
+
+# Should show: us-stock-analysis v1.4.0 (or latest)
+```
+
+### Data Requirements
+
+Skills work best with:
+- ✅ Stock ticker symbols (AAPL, MSFT, etc.)
+- ✅ Current market data (fetched automatically)
+- ✅ SEC filing data (10-K, 10-Q text)
+- ✅ Earnings call transcripts
+- ✅ Your portfolio holdings
+
+### Output Quality
+
+**For best results:**
+1. Use valid stock tickers (check if publicly traded)
+2. Provide recent financial data when pasting
+3. Include full context for specialized analyses
+4. Ask follow-up questions for deeper dives
+
+---
+
+## Advanced Usage
+
+### Custom Parameters
+
+Some skills support parameters:
+
+```bash
+# Fundamental analysis with visualization
+/us-stock-analysis:fundamental-analysis AAPL --visual
+
+# Technical analysis with chart generation
+/us-stock-analysis:technical-analysis TSLA --chart
+
+# DCF with scenario analysis
+/us-stock-analysis:dcf-valuation MSFT --scenarios
+
+# Research bundle quick version
+/us-stock-analysis:research-bundle AAPL --quick
+```
+
+### Multi-Skill Workflows
+
+**Complete due diligence:**
+```bash
+# 1. Stock quality evaluation
+/us-stock-analysis:stock-eval AAPL
+
+# 2. Fundamental analysis
+/us-stock-analysis:fundamental-analysis AAPL --visual
+
+# 3. Technical analysis
+/us-stock-analysis:technical-analysis AAPL --chart
+
+# 4. Valuation
+/us-stock-analysis:stock-valuation AAPL
+
+# 5. Competitive position
+/us-stock-analysis:competitor-analysis AAPL
+
+# 6. Generate report
+/us-stock-analysis:report-generator
+```
+
+**Quick analysis:**
+```bash
+# Single command comprehensive analysis
+/us-stock-analysis:research-bundle AAPL
+```
+
+### Batch Analysis
+
+**Compare multiple stocks:**
+```bash
+# Research multiple stocks
+/us-stock-analysis:research-bundle AAPL,MSFT,GOOGL --compare
+```
+
+**Portfolio analysis:**
+```bash
+# Review entire portfolio
+/us-stock-analysis:portfolio-review
+# AAPL: 30%
+# MSFT: 25%
+# NVDA: 20%
+# JNJ: 15%
+# TSLA: 10%
+```
+
+---
+
+## Output Format
+
+All analyses include:
+
+### 1. Executive Summary
+- Key findings
+- Investment thesis
+- Primary drivers (bullish/bearish)
+
+### 2. Quantitative Analysis
+- Specific metrics and numbers
+- Year-over-year comparisons
+- Industry benchmarking
+- Valuation multiples
+
+### 3. Qualitative Assessment
+- Management quality
+- Competitive positioning
+- Market opportunity
+- Risk factors
+
+### 4. Investment Signal Block
+```
+╔══════════════════════════════════════════════╗
+║              INVESTMENT SIGNAL               ║
+╠══════════════════════════════════════════════╣
+║ Signal:      BULLISH / NEUTRAL / BEARISH     ║
+║ Confidence:  HIGH / MEDIUM / LOW             ║
+║ Horizon:     SHORT / MEDIUM / LONG-TERM      ║
+║ Score:       X.X / 10                        ║
+╠══════════════════════════════════════════════╣
+║ Action:      BUY / HOLD / SELL               ║
+║ Conviction:  STRONG / MODERATE / WEAK        ║
+╚══════════════════════════════════════════════╝
+```
+
+---
+
+## Model Support
+
+Works with whichever model your Claude Code session runs (`/model` shows and switches it). Multi-module runs such as `full-report --depth comprehensive` benefit most from the most capable model available to you.
+
+---
+
+## Updates & Versions
+
+**Current Version**: v1.4.0
+
+Latest features:
+- ✅ 18 professional analysis skills
+- ✅ Multi-platform support
+- ✅ Report generation
+- ✅ Cross-AI compatibility
+
+**Check for updates:**
+```bash
+/plugin marketplace view yennanliu/InvestSkill
+```
+
+---
+
+## Documentation
+
+### Claude Code Specific
+- This file (README-claude-code.md)
+
+### All Platforms
+- [README.md](README.md) — Complete setup for all 5 platforms
+- [PLATFORM-COMPATIBILITY.md](PLATFORM-COMPATIBILITY.md) — Feature matrix
+- [CI-CD-GUIDE.md](CI-CD-GUIDE.md) — Release automation
+
+### Other Resources
+- [COOKBOOK.md](site/content/COOKBOOK.md) — Examples and walkthroughs
+- [CHANGELOG.md](CHANGELOG.md) — What's new in each version
+- [LICENSE](LICENSE) — MIT License
+
+---
+
+## Support & Feedback
+
+### Report Issues
+- GitHub Issues: https://github.com/yennanliu/InvestSkill/issues
+- GitHub Discussions: https://github.com/yennanliu/InvestSkill/discussions
+
+### Suggestions
+We welcome feature requests! Open an issue with:
+- What analysis would be helpful
+- Why you need it
+- Example use case
+
+### Known Limitations
+- Requires internet connection for market data
+- Stock prices reflect last available market data
+- Not real-time (use financial websites for live data)
+- Educational analysis only (not financial advice)
+
+---
+
+## Legal Disclaimer
+
+This plugin provides **educational analysis only** and does **NOT constitute financial advice**. 
+
+Always:
+- ✅ Consult qualified financial advisors
+- ✅ Do your own research (DYOR)
+- ✅ Verify analysis independently
+- ✅ Consider your risk tolerance
+
+Past performance does not guarantee future results.
+
+---
+
+## More Information
+
+For complete documentation covering all platforms (Cursor, Gemini, Copilot, Universal), see:
+
+📖 **[README.md](README.md)**