@v587d/capital-generation 2.7.2 → 2.7.4
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +119 -0
- package/README.md +10 -9
- package/THIRD_PARTY_NOTICES.md +116 -30
- package/capital-config/client.js +4 -4
- package/capital-config/package.json +1 -1
- package/capital-watchlist/package.json +1 -1
- package/chart-ui/package.json +1 -1
- package/lib/web-retriever/local-fetch.d.ts +1 -1
- package/lib/web-retriever/local-fetch.js +1 -1
- package/lib/web-retriever/sources.d.ts +1 -1
- package/lib/web-retriever/sources.js +1 -1
- package/lib/web-retriever/wind-client.d.ts +1 -1
- package/lib/web-retriever/wind-client.js +1 -1
- package/package.json +3 -1
- package/selected-skills/InvestSkill/UPSTREAM.md +9 -0
- package/selected-skills/README.md +6 -1
- package/selected-skills/catalog.js +353 -0
- package/selected-skills/china-stock-research-skills/UPSTREAM.md +2 -1
- package/selected-skills/claude-for-financial-services-cn/LICENSE +201 -0
- package/selected-skills/claude-for-financial-services-cn/UPSTREAM.md +173 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-3-statement-model/SKILL.md +287 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-accrual-schedule/SKILL.md +182 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-audit-xls/SKILL.md +231 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-break-trace/SKILL.md +217 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-catalyst-calendar/SKILL.md +258 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-clean-data-xls/SKILL.md +237 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-comps/SKILL.md +104 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-comps-analysis/SKILL.md +196 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-dcf/SKILL.md +81 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-dcf-model/SKILL.md +68 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-deal-screening/SKILL.md +212 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-deck-refresh/SKILL.md +221 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-earnings-analysis/SKILL.md +237 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-earnings-preview/SKILL.md +239 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-gl-recon/SKILL.md +232 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-ib-check-deck/SKILL.md +252 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-idea-generation/SKILL.md +277 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-initiating-coverage/SKILL.md +271 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-lbo-model/SKILL.md +273 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-market-data/SKILL.md +229 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-model-update/SKILL.md +219 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-morning-note/SKILL.md +227 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-ppt-template-creator/SKILL.md +231 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-pptx-author/SKILL.md +240 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-roll-forward/SKILL.md +189 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-sector-overview/SKILL.md +257 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-skill-creator/SKILL.md +304 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-tax-loss-harvesting/SKILL.md +200 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-thesis-tracker/SKILL.md +237 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-variance-commentary/SKILL.md +262 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/china-finance/skills/china-xlsx-author/SKILL.md +256 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-accrual-schedule/SKILL.md +190 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-break-trace/SKILL.md +182 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-gl-recon/SKILL.md +200 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-nav-tieout/SKILL.md +233 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-roll-forward/SKILL.md +178 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/fund-admin/skills/china-variance-commentary/SKILL.md +190 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-buyer-list/SKILL.md +198 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-cim-builder/SKILL.md +223 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-competitive-analysis/SKILL.md +233 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-datapack-builder/SKILL.md +232 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-deal-tracker/SKILL.md +151 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-merger-model/SKILL.md +226 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-pitch-deck/SKILL.md +231 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-process-letter/SKILL.md +249 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-strip-profile/SKILL.md +196 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/investment-banking/skills/china-teaser/SKILL.md +235 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/operations/skills/china-kyc-doc-parse/SKILL.md +252 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/operations/skills/china-kyc-rules/SKILL.md +223 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-ai-readiness/SKILL.md +184 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-dd-checklist/SKILL.md +217 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-dd-meeting-prep/SKILL.md +290 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-deal-sourcing/SKILL.md +224 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-ic-memo/SKILL.md +230 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-portfolio-monitoring/SKILL.md +214 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-returns-analysis/SKILL.md +176 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-unit-economics/SKILL.md +192 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/private-equity/skills/china-value-creation-plan/SKILL.md +193 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/wealth-management/skills/china-client-report/SKILL.md +205 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/wealth-management/skills/china-client-review/SKILL.md +218 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/wealth-management/skills/china-financial-plan/SKILL.md +259 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/wealth-management/skills/china-investment-proposal/SKILL.md +271 -0
- package/selected-skills/claude-for-financial-services-cn/vertical-plugins/wealth-management/skills/china-portfolio-rebalance/SKILL.md +191 -0
- package/selected-skills/investment-skills/UPSTREAM.md +2 -1
- package/selected-skills/peter-lynch-skill/UPSTREAM.md +4 -3
- package/selected-skills/trading-skills/LICENSE +21 -0
- package/selected-skills/trading-skills/UPSTREAM.md +111 -0
- package/selected-skills/trading-skills/skills/catalyst-map/SKILL.md +119 -0
- package/selected-skills/trading-skills/skills/catalyst-map/references/catalyst-framework.md +68 -0
- package/selected-skills/trading-skills/skills/earnings-preview/SKILL.md +124 -0
- package/selected-skills/trading-skills/skills/earnings-preview/references/data-providers.md +26 -0
- package/selected-skills/trading-skills/skills/earnings-preview/references/providers/fmp.md +49 -0
- package/selected-skills/trading-skills/skills/earnings-preview/references/providers/polygon.md +45 -0
- package/selected-skills/trading-skills/skills/earnings-preview/references/providers/tradingeconomics.md +49 -0
- package/selected-skills/trading-skills/skills/earnings-preview/references/relevance-ranking.md +24 -0
- package/selected-skills/trading-skills/skills/earnings-trade-prep/SKILL.md +134 -0
- package/selected-skills/trading-skills/skills/earnings-trade-prep/references/workflow-framework.md +65 -0
- package/selected-skills/trading-skills/skills/evidence-gap-check/SKILL.md +120 -0
- package/selected-skills/trading-skills/skills/evidence-gap-check/references/gap-framework.md +66 -0
- package/selected-skills/trading-skills/skills/execution-plan-check/SKILL.md +121 -0
- package/selected-skills/trading-skills/skills/execution-plan-check/references/execution-checklist.md +70 -0
- package/selected-skills/trading-skills/skills/journal-pattern-analyzer/SKILL.md +120 -0
- package/selected-skills/trading-skills/skills/journal-pattern-analyzer/references/calculation-helpers.md +16 -0
- package/selected-skills/trading-skills/skills/journal-pattern-analyzer/references/pattern-framework.md +74 -0
- package/selected-skills/trading-skills/skills/macro-event-analysis/SKILL.md +122 -0
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/data-providers.md +23 -0
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/interpretation-guide.md +22 -0
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/providers/fmp.md +28 -0
- package/selected-skills/trading-skills/skills/macro-event-analysis/references/providers/tradingeconomics.md +40 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/SKILL.md +117 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/data-providers.md +26 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/providers/fmp.md +46 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/providers/polygon.md +36 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/providers/tradingeconomics.md +46 -0
- package/selected-skills/trading-skills/skills/market-regime-analysis/references/regime-framework.md +23 -0
- package/selected-skills/trading-skills/skills/portfolio-concentration/SKILL.md +119 -0
- package/selected-skills/trading-skills/skills/portfolio-concentration/references/concentration-framework.md +72 -0
- package/selected-skills/trading-skills/skills/portfolio-risk-review/SKILL.md +126 -0
- package/selected-skills/trading-skills/skills/portfolio-risk-review/references/workflow-framework.md +57 -0
- package/selected-skills/trading-skills/skills/position-management/SKILL.md +120 -0
- package/selected-skills/trading-skills/skills/position-management/references/management-framework.md +70 -0
- package/selected-skills/trading-skills/skills/position-sizing/SKILL.md +83 -0
- package/selected-skills/trading-skills/skills/position-sizing/assets/trade-plan-template.md +15 -0
- package/selected-skills/trading-skills/skills/position-sizing/references/calculation-helpers.md +13 -0
- package/selected-skills/trading-skills/skills/position-sizing/references/methodology.md +28 -0
- package/selected-skills/trading-skills/skills/post-trade-debrief/SKILL.md +99 -0
- package/selected-skills/trading-skills/skills/post-trade-debrief/references/workflow-framework.md +51 -0
- package/selected-skills/trading-skills/skills/post-trade-review/SKILL.md +82 -0
- package/selected-skills/trading-skills/skills/post-trade-review/references/review-rubric.md +34 -0
- package/selected-skills/trading-skills/skills/pre-trade-check/SKILL.md +136 -0
- package/selected-skills/trading-skills/skills/pre-trade-check/references/workflow-framework.md +61 -0
- package/selected-skills/trading-skills/skills/risk-reward-sanity-check/SKILL.md +81 -0
- package/selected-skills/trading-skills/skills/risk-reward-sanity-check/references/calculation-helpers.md +14 -0
- package/selected-skills/trading-skills/skills/risk-reward-sanity-check/references/failure-modes.md +9 -0
- package/selected-skills/trading-skills/skills/thesis-validation/SKILL.md +123 -0
- package/selected-skills/trading-skills/skills/thesis-validation/references/thesis-checklist.md +56 -0
- package/selected-skills/trading-skills/skills/watchlist-review/SKILL.md +119 -0
- package/selected-skills/trading-skills/skills/watchlist-review/references/review-framework.md +57 -0
- package/selected-skills/InvestSkill/ADDING-NEW-SKILLS.md +0 -546
- package/selected-skills/InvestSkill/CHANGELOG.md +0 -373
- package/selected-skills/InvestSkill/CI-CD-GUIDE.md +0 -432
- package/selected-skills/InvestSkill/CLAUDE.md +0 -148
- package/selected-skills/InvestSkill/CONTRIBUTING.md +0 -291
- package/selected-skills/InvestSkill/DEPLOYMENTS.md +0 -321
- package/selected-skills/InvestSkill/FAQ.md +0 -509
- package/selected-skills/InvestSkill/GEMINI.md +0 -419
- package/selected-skills/InvestSkill/PLATFORM-COMPATIBILITY.md +0 -529
- package/selected-skills/InvestSkill/README-claude-code.md +0 -435
- package/selected-skills/InvestSkill/README-cursor.md +0 -475
- package/selected-skills/InvestSkill/README-gemini.md +0 -532
- package/selected-skills/InvestSkill/README-ollama.md +0 -106
- package/selected-skills/InvestSkill/README-zh-TW.md +0 -461
- package/selected-skills/InvestSkill/README.md +0 -311
- package/selected-skills/InvestSkill/RELEASE-QUICK-REFERENCE.md +0 -230
- package/selected-skills/InvestSkill/RELEASE_NOTES.md +0 -121
- package/selected-skills/InvestSkill/SECURITY.md +0 -232
- package/selected-skills/InvestSkill/TODO.md +0 -28
- package/selected-skills/InvestSkill/package.json +0 -64
- package/selected-skills/InvestSkill/plugins/us-stock-analysis/README.md +0 -119
- package/selected-skills/china-stock-research-skills/.github/ISSUE_TEMPLATE/bug_report.md +0 -35
- package/selected-skills/china-stock-research-skills/.github/ISSUE_TEMPLATE/skill_request.md +0 -28
- package/selected-skills/china-stock-research-skills/.github/PULL_REQUEST_TEMPLATE.md +0 -15
- package/selected-skills/china-stock-research-skills/CHANGELOG.md +0 -59
- package/selected-skills/china-stock-research-skills/CONTRIBUTING.md +0 -121
- package/selected-skills/china-stock-research-skills/GITHUB_PUBLISHING.md +0 -259
- package/selected-skills/china-stock-research-skills/INSTALL.md +0 -151
- package/selected-skills/china-stock-research-skills/PUBLISH_CHECKLIST.md +0 -165
- package/selected-skills/china-stock-research-skills/README.en.md +0 -209
- package/selected-skills/china-stock-research-skills/README.md +0 -209
- package/selected-skills/china-stock-research-skills/RELEASE_ASSETS.md +0 -222
- package/selected-skills/china-stock-research-skills/ROADMAP.md +0 -45
- package/selected-skills/china-stock-research-skills/SKILLS.md +0 -85
- package/selected-skills/china-stock-research-skills/examples/full-report-flow.md +0 -20
- package/selected-skills/china-stock-research-skills/examples/module-select-cases.md +0 -26
- package/selected-skills/china-stock-research-skills/examples/quickstart-prompts.md +0 -25
- package/selected-skills/investment-skills/.github/workflows/validate.yml +0 -25
- package/selected-skills/investment-skills/.tbd/config.yml +0 -107
- package/selected-skills/investment-skills/README.md +0 -253
- package/selected-skills/investment-skills/docs/development.md +0 -37
- package/selected-skills/investment-skills/docs/roadmap.md +0 -25
- package/selected-skills/peter-lynch-skill/README.md +0 -305
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# InvestSkill for Claude Code
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Professional investment analysis plugin for Claude Code. 18 analysis frameworks for comprehensive stock market evaluation.
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---
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Installs every skill into `.claude/skills/` (add `-g` for `~/.claude/skills/`), so slash commands work immediately.
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### First Analysis
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---
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## All 18 Skills
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### Core Analysis (6)
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/us-stock-analysis:stock-valuation NVDA # DCF + comps + EV multiples
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```
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### Financial Reports (3)
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```bash
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/us-stock-analysis:financial-report-analyst AAPL 10-K # 10-K/10-Q analysis
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65
|
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/us-stock-analysis:10k-digest NVDA FY2024 --lang zh-TW # Structured digest doc (EN or 繁中)
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66
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/us-stock-analysis:earnings-call-analysis AAPL # Earnings transcript analysis
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```
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### Market Monitoring (4)
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```bash
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/us-stock-analysis:insider-trading TSLA # Form 4 insider activity
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/us-stock-analysis:institutional-ownership META # 13F institutional tracking
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/us-stock-analysis:dividend-analysis JNJ # Dividend safety
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/us-stock-analysis:short-interest GME # Short squeeze potential
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75
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-
```
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77
|
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### Advanced Analysis (4)
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```bash
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/us-stock-analysis:competitor-analysis AAPL # Economic moat analysis
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/us-stock-analysis:options-analysis AAPL # Options strategy selection
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81
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/us-stock-analysis:portfolio-review # Portfolio optimization
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/us-stock-analysis:sector-analysis # Sector rotation
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```
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|
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### Comprehensive Research (2)
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```bash
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/us-stock-analysis:research-bundle AAPL # All frameworks combined
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/us-stock-analysis:report-generator # HTML/PDF reports
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```
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---
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## Usage Examples
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### Basic Stock Analysis
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```bash
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# Quick evaluation
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/us-stock-analysis:stock-eval AAPL
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# Detailed fundamentals
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/us-stock-analysis:fundamental-analysis MSFT --visual
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|
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# Technical chart analysis
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/us-stock-analysis:technical-analysis TSLA --chart
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# Valuation analysis
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/us-stock-analysis:stock-valuation NVDA
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```
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|
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### Financial Data Analysis
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```bash
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|
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# Analyze 10-K filing for investment signals
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/us-stock-analysis:financial-report-analyst AAPL 10-K
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# Generate structured 10-K digest document (EN or Traditional Chinese)
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/us-stock-analysis:10k-digest AAPL FY2024 --lang zh-TW
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# Analyze earnings call transcript
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/us-stock-analysis:earnings-call-analysis AAPL
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# [paste transcript text]
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# Review portfolio
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/us-stock-analysis:portfolio-review
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# [paste your holdings]
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|
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```
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|
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### Advanced Analysis
|
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|
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```bash
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129
|
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# DCF valuation with scenarios
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|
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/us-stock-analysis:dcf-valuation MSFT --scenarios
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-
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|
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# Insider trading analysis
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/us-stock-analysis:insider-trading TSLA
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-
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|
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# Dividend safety
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|
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/us-stock-analysis:dividend-analysis JNJ
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137
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-
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|
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# Short squeeze potential
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139
|
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/us-stock-analysis:short-interest GME
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|
-
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141
|
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# Competitive moat
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|
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/us-stock-analysis:competitor-analysis AAPL
|
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|
-
```
|
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|
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|
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145
|
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### Comprehensive Research
|
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146
|
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```bash
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|
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|
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# Full multi-framework analysis
|
|
148
|
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/us-stock-analysis:research-bundle AAPL
|
|
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|
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|
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# Quick version
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/us-stock-analysis:research-bundle MSFT --quick
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|
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# Compare multiple stocks
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|
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/us-stock-analysis:research-bundle AAPL,MSFT,GOOGL --compare
|
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|
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```
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|
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|
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### Report Generation
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|
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```bash
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|
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# Step 1: Generate analysis with visualization
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|
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/us-stock-analysis:fundamental-analysis AAPL --visual
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|
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# Step 2: Generate HTML report
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/us-stock-analysis:report-generator
|
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|
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# Step 3: Export to PDF
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|
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# Open generated HTML → Print → Save as PDF
|
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|
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```
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|
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---
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|
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## Features
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|
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|
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✅ **18 Professional Analysis Frameworks**
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|
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- Comprehensive stock evaluation
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|
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- Multi-method valuation (DCF, comparable companies, EV multiples)
|
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|
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- Deep fundamental analysis
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177
|
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- Technical chart pattern recognition
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|
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- Economic context analysis
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179
|
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- Portfolio optimization
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180
|
-
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181
|
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✅ **Financial Data Processing**
|
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182
|
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- 10-K/10-Q analysis
|
|
183
|
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- Earnings call sentiment analysis
|
|
184
|
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- Insider trading tracking
|
|
185
|
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- Institutional ownership monitoring
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|
186
|
-
|
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187
|
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✅ **Advanced Analysis**
|
|
188
|
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- Dividend safety scoring
|
|
189
|
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- Short squeeze potential
|
|
190
|
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- Options strategy selection
|
|
191
|
-
- Competitive moat analysis
|
|
192
|
-
- Sector rotation analysis
|
|
193
|
-
|
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194
|
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✅ **Report Generation**
|
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195
|
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- HTML reports with charts
|
|
196
|
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- PDF export (via browser print)
|
|
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|
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- Professional formatting
|
|
198
|
-
- Interactive visualizations
|
|
199
|
-
|
|
200
|
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✅ **Standardized Output**
|
|
201
|
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- All analyses include INVESTMENT SIGNAL block
|
|
202
|
-
- Confidence levels (HIGH/MEDIUM/LOW)
|
|
203
|
-
- Time horizon (SHORT/MEDIUM/LONG-TERM)
|
|
204
|
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- Actionable recommendations (BUY/HOLD/SELL)
|
|
205
|
-
|
|
206
|
-
---
|
|
207
|
-
|
|
208
|
-
## Installation & Troubleshooting
|
|
209
|
-
|
|
210
|
-
### Installation Issues
|
|
211
|
-
|
|
212
|
-
**Plugin not appearing?**
|
|
213
|
-
```bash
|
|
214
|
-
# Refresh plugin list
|
|
215
|
-
/plugin list
|
|
216
|
-
|
|
217
|
-
# Try re-adding marketplace
|
|
218
|
-
/plugin marketplace remove yennanliu/InvestSkill
|
|
219
|
-
/plugin marketplace add yennanliu/InvestSkill
|
|
220
|
-
```
|
|
221
|
-
|
|
222
|
-
**Can't run skills?**
|
|
223
|
-
```bash
|
|
224
|
-
# Verify installation
|
|
225
|
-
/plugin list
|
|
226
|
-
|
|
227
|
-
# Should show: us-stock-analysis v1.4.0 (or latest)
|
|
228
|
-
```
|
|
229
|
-
|
|
230
|
-
### Data Requirements
|
|
231
|
-
|
|
232
|
-
Skills work best with:
|
|
233
|
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- ✅ Stock ticker symbols (AAPL, MSFT, etc.)
|
|
234
|
-
- ✅ Current market data (fetched automatically)
|
|
235
|
-
- ✅ SEC filing data (10-K, 10-Q text)
|
|
236
|
-
- ✅ Earnings call transcripts
|
|
237
|
-
- ✅ Your portfolio holdings
|
|
238
|
-
|
|
239
|
-
### Output Quality
|
|
240
|
-
|
|
241
|
-
**For best results:**
|
|
242
|
-
1. Use valid stock tickers (check if publicly traded)
|
|
243
|
-
2. Provide recent financial data when pasting
|
|
244
|
-
3. Include full context for specialized analyses
|
|
245
|
-
4. Ask follow-up questions for deeper dives
|
|
246
|
-
|
|
247
|
-
---
|
|
248
|
-
|
|
249
|
-
## Advanced Usage
|
|
250
|
-
|
|
251
|
-
### Custom Parameters
|
|
252
|
-
|
|
253
|
-
Some skills support parameters:
|
|
254
|
-
|
|
255
|
-
```bash
|
|
256
|
-
# Fundamental analysis with visualization
|
|
257
|
-
/us-stock-analysis:fundamental-analysis AAPL --visual
|
|
258
|
-
|
|
259
|
-
# Technical analysis with chart generation
|
|
260
|
-
/us-stock-analysis:technical-analysis TSLA --chart
|
|
261
|
-
|
|
262
|
-
# DCF with scenario analysis
|
|
263
|
-
/us-stock-analysis:dcf-valuation MSFT --scenarios
|
|
264
|
-
|
|
265
|
-
# Research bundle quick version
|
|
266
|
-
/us-stock-analysis:research-bundle AAPL --quick
|
|
267
|
-
```
|
|
268
|
-
|
|
269
|
-
### Multi-Skill Workflows
|
|
270
|
-
|
|
271
|
-
**Complete due diligence:**
|
|
272
|
-
```bash
|
|
273
|
-
# 1. Stock quality evaluation
|
|
274
|
-
/us-stock-analysis:stock-eval AAPL
|
|
275
|
-
|
|
276
|
-
# 2. Fundamental analysis
|
|
277
|
-
/us-stock-analysis:fundamental-analysis AAPL --visual
|
|
278
|
-
|
|
279
|
-
# 3. Technical analysis
|
|
280
|
-
/us-stock-analysis:technical-analysis AAPL --chart
|
|
281
|
-
|
|
282
|
-
# 4. Valuation
|
|
283
|
-
/us-stock-analysis:stock-valuation AAPL
|
|
284
|
-
|
|
285
|
-
# 5. Competitive position
|
|
286
|
-
/us-stock-analysis:competitor-analysis AAPL
|
|
287
|
-
|
|
288
|
-
# 6. Generate report
|
|
289
|
-
/us-stock-analysis:report-generator
|
|
290
|
-
```
|
|
291
|
-
|
|
292
|
-
**Quick analysis:**
|
|
293
|
-
```bash
|
|
294
|
-
# Single command comprehensive analysis
|
|
295
|
-
/us-stock-analysis:research-bundle AAPL
|
|
296
|
-
```
|
|
297
|
-
|
|
298
|
-
### Batch Analysis
|
|
299
|
-
|
|
300
|
-
**Compare multiple stocks:**
|
|
301
|
-
```bash
|
|
302
|
-
# Research multiple stocks
|
|
303
|
-
/us-stock-analysis:research-bundle AAPL,MSFT,GOOGL --compare
|
|
304
|
-
```
|
|
305
|
-
|
|
306
|
-
**Portfolio analysis:**
|
|
307
|
-
```bash
|
|
308
|
-
# Review entire portfolio
|
|
309
|
-
/us-stock-analysis:portfolio-review
|
|
310
|
-
# AAPL: 30%
|
|
311
|
-
# MSFT: 25%
|
|
312
|
-
# NVDA: 20%
|
|
313
|
-
# JNJ: 15%
|
|
314
|
-
# TSLA: 10%
|
|
315
|
-
```
|
|
316
|
-
|
|
317
|
-
---
|
|
318
|
-
|
|
319
|
-
## Output Format
|
|
320
|
-
|
|
321
|
-
All analyses include:
|
|
322
|
-
|
|
323
|
-
### 1. Executive Summary
|
|
324
|
-
- Key findings
|
|
325
|
-
- Investment thesis
|
|
326
|
-
- Primary drivers (bullish/bearish)
|
|
327
|
-
|
|
328
|
-
### 2. Quantitative Analysis
|
|
329
|
-
- Specific metrics and numbers
|
|
330
|
-
- Year-over-year comparisons
|
|
331
|
-
- Industry benchmarking
|
|
332
|
-
- Valuation multiples
|
|
333
|
-
|
|
334
|
-
### 3. Qualitative Assessment
|
|
335
|
-
- Management quality
|
|
336
|
-
- Competitive positioning
|
|
337
|
-
- Market opportunity
|
|
338
|
-
- Risk factors
|
|
339
|
-
|
|
340
|
-
### 4. Investment Signal Block
|
|
341
|
-
```
|
|
342
|
-
╔══════════════════════════════════════════════╗
|
|
343
|
-
║ INVESTMENT SIGNAL ║
|
|
344
|
-
╠══════════════════════════════════════════════╣
|
|
345
|
-
║ Signal: BULLISH / NEUTRAL / BEARISH ║
|
|
346
|
-
║ Confidence: HIGH / MEDIUM / LOW ║
|
|
347
|
-
║ Horizon: SHORT / MEDIUM / LONG-TERM ║
|
|
348
|
-
║ Score: X.X / 10 ║
|
|
349
|
-
╠══════════════════════════════════════════════╣
|
|
350
|
-
║ Action: BUY / HOLD / SELL ║
|
|
351
|
-
║ Conviction: STRONG / MODERATE / WEAK ║
|
|
352
|
-
╚══════════════════════════════════════════════╝
|
|
353
|
-
```
|
|
354
|
-
|
|
355
|
-
---
|
|
356
|
-
|
|
357
|
-
## Model Support
|
|
358
|
-
|
|
359
|
-
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.
|
|
360
|
-
|
|
361
|
-
---
|
|
362
|
-
|
|
363
|
-
## Updates & Versions
|
|
364
|
-
|
|
365
|
-
**Current Version**: v1.4.0
|
|
366
|
-
|
|
367
|
-
Latest features:
|
|
368
|
-
- ✅ 18 professional analysis skills
|
|
369
|
-
- ✅ Multi-platform support
|
|
370
|
-
- ✅ Report generation
|
|
371
|
-
- ✅ Cross-AI compatibility
|
|
372
|
-
|
|
373
|
-
**Check for updates:**
|
|
374
|
-
```bash
|
|
375
|
-
/plugin marketplace view yennanliu/InvestSkill
|
|
376
|
-
```
|
|
377
|
-
|
|
378
|
-
---
|
|
379
|
-
|
|
380
|
-
## Documentation
|
|
381
|
-
|
|
382
|
-
### Claude Code Specific
|
|
383
|
-
- This file (README-claude-code.md)
|
|
384
|
-
|
|
385
|
-
### All Platforms
|
|
386
|
-
- [README.md](README.md) — Complete setup for all 5 platforms
|
|
387
|
-
- [PLATFORM-COMPATIBILITY.md](PLATFORM-COMPATIBILITY.md) — Feature matrix
|
|
388
|
-
- [CI-CD-GUIDE.md](CI-CD-GUIDE.md) — Release automation
|
|
389
|
-
|
|
390
|
-
### Other Resources
|
|
391
|
-
- [COOKBOOK.md](site/content/COOKBOOK.md) — Examples and walkthroughs
|
|
392
|
-
- [CHANGELOG.md](CHANGELOG.md) — What's new in each version
|
|
393
|
-
- [LICENSE](LICENSE) — MIT License
|
|
394
|
-
|
|
395
|
-
---
|
|
396
|
-
|
|
397
|
-
## Support & Feedback
|
|
398
|
-
|
|
399
|
-
### Report Issues
|
|
400
|
-
- GitHub Issues: https://github.com/yennanliu/InvestSkill/issues
|
|
401
|
-
- GitHub Discussions: https://github.com/yennanliu/InvestSkill/discussions
|
|
402
|
-
|
|
403
|
-
### Suggestions
|
|
404
|
-
We welcome feature requests! Open an issue with:
|
|
405
|
-
- What analysis would be helpful
|
|
406
|
-
- Why you need it
|
|
407
|
-
- Example use case
|
|
408
|
-
|
|
409
|
-
### Known Limitations
|
|
410
|
-
- Requires internet connection for market data
|
|
411
|
-
- Stock prices reflect last available market data
|
|
412
|
-
- Not real-time (use financial websites for live data)
|
|
413
|
-
- Educational analysis only (not financial advice)
|
|
414
|
-
|
|
415
|
-
---
|
|
416
|
-
|
|
417
|
-
## Legal Disclaimer
|
|
418
|
-
|
|
419
|
-
This plugin provides **educational analysis only** and does **NOT constitute financial advice**.
|
|
420
|
-
|
|
421
|
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Always:
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- ✅ Consult qualified financial advisors
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- ✅ Do your own research (DYOR)
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- ✅ Verify analysis independently
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- ✅ Consider your risk tolerance
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Past performance does not guarantee future results.
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---
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## More Information
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For complete documentation covering all platforms (Cursor, Gemini, Copilot, Universal), see:
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📖 **[README.md](README.md)**
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