claude-stock-analyst

17 Claude Code skills that turn Claude into a Bloomberg-grade equity analyst. Covers single stocks and ETFs. One install script. Works in every Claude Code session.

Install

git clone https://github.com/daringanitch/claude-stock-analyst
cd claude-stock-analyst
bash install.sh

Start a new claude session after installing — skills load automatically.

The 17 Skills

Master entry point

Skill	What it does
`/stock-analyst`	Active dispatcher — selects and runs the right skill automatically; invoke directly to see available skills, workflows, and analyst standards

Research & Screening

Skill	What it does
`/stock-screen [TICKER]`	1-page company overview — business model, margins, moat rating, bull/bear in 2 sentences
`/stock-sector [SECTOR]`	Industry macro setup — tailwinds, cycle position, regulatory backdrop, best-positioned players
`/stock-filing`	10-K/10-Q deep dive — what changed, buried footnotes, MD&A language shifts, top 3 things a casual reader misses

Financial Analysis

Skill	What it does
`/stock-earnings [TICKER]`	Beat/miss scorecard, guidance analysis, quality of beat, red flags, Raise/Hold/Trim verdict
`/stock-valuation [TICKER]`	Relative, DCF, reverse DCF, private market value — bear/base/bull price table
`/stock-balance-sheet [TICKER]`	Net debt, maturity wall, liquidity, covenants, off-balance-sheet, 25% revenue drop scenario

Qualitative Analysis

Skill	What it does
`/stock-moat [TICKER]`	Morningstar 5-source moat analysis — cost, switching costs, network effects, intangibles, efficient scale
`/stock-management [TICKER]`	Scorecard /50 — capital allocation, execution, candor, skin in game, long-term thinking
`/stock-red-flags [TICKER]`	Accounting + governance + ops checklist — GREEN/YELLOW/RED per item, aggregate risk rating

Investment Decision

Skill	What it does
`/stock-thesis [TICKER]`	Full hedge fund PM thesis — setup, bull/base/bear cases, catalysts, position sizing signal, exit criteria
`/stock-monitor [TICKER @ PRICE]`	Monitoring framework for positions you own — KPIs, sell triggers, add triggers, next catalyst
`/stock-portfolio [tickers]`	Portfolio risk heat map — concentration, factor exposure, correlation, macro sensitivity, blind spots

ETF Analysis

Skill	What it does
`/etf-screen [TICKER]`	1-page ETF overview — holdings, concentration, factor tilt, cost, and a plain-English verdict
`/etf-compare [TICKER] [TICKER]`	Side-by-side ETF comparison — overlap analysis, methodology differences, clear pick-one recommendation
`/etf-portfolio [tickers]`	ETF portfolio analysis — unpack hidden stock concentration, redundant overlap, combined factor exposure
`/etf-sector [SECTOR]`	Best ETF to express a sector view — ranked options, methodology differences, what to avoid and why

Research Workflows

Full due diligence on a new stock:

/stock-screen → /stock-sector → /stock-moat → /stock-management
→ /stock-red-flags → /stock-valuation → /stock-balance-sheet → /stock-thesis

Earnings season rapid review:

/stock-earnings → /stock-valuation → /stock-monitor (if already long)

Quick 5-minute idea filter:

/stock-screen → /stock-red-flags → /stock-thesis (only if both pass)

ETF due diligence:

/etf-screen → /etf-compare (vs alternatives) → /etf-portfolio (if adding to existing holdings)

Finding the right ETF for a sector bet:

/etf-sector [SECTOR] → /etf-screen [chosen ticker] → /etf-portfolio (check overlap with existing)

Examples

See the examples/ directory for real output from each skill:

File	Skill	What it shows
thesis-MSFT.md	`stock-thesis`	Full hedge fund PM thesis on Microsoft
thesis-AMD.md	`stock-thesis`	Full thesis on AMD — CPU vs GPU split conviction
screen-NVDA.md	`stock-screen`	1-page NVIDIA overview with moat scorecard
red-flags-UBER.md	`stock-red-flags`	GREEN/YELLOW/RED checklist for Uber
earnings-AAPL-Q2-2025.md	`stock-earnings`	Full Apple Q2 2025 earnings review
portfolio-risk-11positions.md	`stock-portfolio`	Portfolio risk heat map across 11 positions
etf-screen-VOO.md	`etf-screen`	VOO holdings breakdown, concentration flag, factor tilt

/stock-thesis MSFT
/stock-earnings AAPL Q2
/stock-screen NVDA
/stock-red-flags UBER
/stock-moat GOOGL
/stock-portfolio MSFT GOOGL AMZN META NVDA

Skills also trigger automatically — say "run earnings on Datadog" and Claude invokes /stock-earnings without the slash.

Knowledge cutoff

Skills are powered by Claude's training data (through August 2025). Any output that depends on recent prices, earnings, or news will be flagged explicitly — Claude will tell you when data may be stale. For live data, cross-reference with your broker or a financial data provider.

Requirements

Claude Code (any plan)
No API keys, no additional setup

License

MIT