Skillget

InvestSkill

agent
Security Audit
Warn
Health Pass
  • License — License: MIT
  • Description — Repository has a description
  • Active repo — Last push 0 days ago
  • Community trust — 30 GitHub stars
Code Warn
  • fs module — File system access in .github/workflows/deploy-pages.yml
  • fs module — File system access in .github/workflows/test.yml
Permissions Pass
  • Permissions — No dangerous permissions requested
Purpose
This project provides a collection of 18 prompt-based frameworks and analysis templates designed for US stock market evaluation. It integrates with AI platforms and coding environments (like Claude Code, Cursor, and Gemini) to help guide an LLM's financial analysis.

Security Assessment
Overall Risk: Low. The tool primarily consists of Markdown prompt templates rather than executable code. There are no hardcoded secrets, no dangerous permissions requested, and no evidence of arbitrary shell command execution. The only warnings relate to standard file system access found within its automated GitHub Actions workflows (for testing and deployment), which is normal and does not pose a threat to the end user. It functions locally and does not inherently access sensitive user data unless explicitly provided by the user during an LLM session.

Quality Assessment
The project demonstrates strong quality and active maintenance. It is updated frequently, uses the permissive and standard MIT license, and has solid community trust with 30 GitHub stars. Comprehensive documentation, setup guides, and a test suite are provided, indicating a reliable and well-structured open-source project.

Verdict
Safe to use.
SUMMARY

US stock analysis skills for LLMs (Claude code, Gemini, ChatGPT ...) | #AI

README.md

📊 InvestSkill

Professional Investment Analysis for US Stock Market

18 AI-Powered Analysis Frameworks · Works Everywhere · Fully Open Source

GitHub License
GitHub Stars
GitHub Release
Test Suite

🌐 Live Documentation • 📚 Cookbook • 🐛 Issues • 💬 Discussions • 🇹🇼 繁體中文

🎯 What is InvestSkill?

InvestSkill is an enterprise-grade investment analysis toolkit that brings institutional-quality frameworks to every AI platform. Get professional stock analysis with 18 comprehensive frameworks—no financial license required, no API fees.

Perfect for: Investment research • Due diligence • Portfolio management • Financial education • Stock evaluation

✨ 18 Professional Frameworks

  • 6 Core analysis frameworks

  • 2 Financial reports analysis

  • 4 Market monitoring tools

  • 4 Advanced research tools

  • 2 Meta-skills for automation

🔌 Works Everywhere

  • Claude Code plugin

  • Cursor IDE rules

  • Gemini CLI prompts

  • GitHub Copilot

  • ChatGPT & Claude.ai

  • Any LLM

🚀 Quick Start (30 Seconds)

Claude Code (Recommended)

claude
/plugin marketplace add yennanliu/InvestSkill
/plugin install us-stock-analysis
/us-stock-analysis:stock-eval AAPL

Cursor or GitHub Copilot

git clone https://github.com/yennanliu/InvestSkill.git
cd InvestSkill
cursor .  # or use GitHub Copilot
@prompts/stock-eval.md Evaluate Apple

Gemini CLI

cd /path/to/InvestSkill
gemini
> @prompts/stock-eval.md Evaluate Apple

📖 Full setup guides: Claude Code • Cursor • Gemini CLI

🏆 Core Features

📊 Valuation & Analysis

  • Stock Valuation — DCF + comps + EV multiples
  • Fundamental Analysis — Deep financial dive
  • Technical Analysis — Patterns & indicators
  • DCF Modeling — Intrinsic value with scenarios
  • Competitor Moat — Porter's Five Forces

💰 Specialized Analysis

  • Dividend Analysis — Safety scoring & yield traps
  • Options Analysis — Greeks, IV, strategies
  • Short Interest — Squeeze potential
  • Insider Trading — SEC Form 4 tracking
  • Earnings Calls — Sentiment & tone analysis

📈 Market Intelligence

  • Institutional Ownership — 13F tracking
  • Sector Rotation — Market positioning
  • Economics Analysis — Macro indicators
  • Portfolio Review — Allocation optimization
  • Report Generation — Professional HTML/PDF

🔗 Advanced Features

  • Research Bundle — All frameworks chained
  • Financial Reports — 10-K/10-Q analysis
  • Multi-Stock Compare — Side-by-side analysis
  • Batch Analysis — Process portfolios
  • Scenario Testing — Bull/Base/Bear cases

📋 The 18 Frameworks

Category Frameworks Purpose
Core Analysis (6) stock-eval · fundamental-analysis · technical-analysis · economics-analysis · dcf-valuation · stock-valuation Comprehensive stock evaluation
Financial Reports (2) 10-K/10-Q Analyst · Earnings Call Deep-dive document analysis
Market Monitoring (4) Insider Trading · Institutional · Dividends · Short Interest Activity & sentiment tracking
Advanced (4) Competitor · Options · Portfolio · Sector Specialized research angles
Meta (2) Research Bundle · Report Generator Automation & synthesis

💡 Real-World Use Cases

📍 Due Diligence for Acquisition 
/us-stock-analysis:stock-eval TARGET
/us-stock-analysis:financial-report-analyst TARGET 10-K
/us-stock-analysis:competitor-analysis TARGET --peers COMPETITORS
/us-stock-analysis:stock-valuation TARGET --methods all
→ Get institutional-quality valuation in minutes
💼 Portfolio Rebalancing Decision 
/us-stock-analysis:portfolio-review
[paste your holdings]
→ Allocation analysis & optimization recommendations
🔍 Deep Earnings Analysis 
/us-stock-analysis:fundamental-analysis TICKER --visual
/us-stock-analysis:earnings-call-analysis TICKER
[paste transcript]
→ Management tone, guidance, risks, opportunities
📈 Options Entry Planning 
/us-stock-analysis:technical-analysis TICKER --chart
/us-stock-analysis:options-analysis TICKER --earnings
→ Technical setup + volatility expectations → strategy selection

🎯 Platform Guides

🔌 Claude Code
Full Guide →

• Plugin marketplace
• 18 slash commands
• Advanced workflows		 🎯 Cursor IDE
Full Guide →

• Auto-loading rules
• @prompts/ refs
• Natural language		 💬 Gemini CLI
Full Guide →

• File references
• Session memory
• Multi-framework chains		 🤖 GitHub Copilot
Full Guide →

• Auto-loads
• VS Code & JetBrains
• Natural language		 📚 Universal
Full Guide →

• ChatGPT
• Claude.ai
• Any LLM

Status: Deployment Dashboard — Real-time platform availability & version sync

🛠️ Installation

Claude Code (Recommended for Most Users)

claude
/plugin marketplace add yennanliu/InvestSkill
/plugin install us-stock-analysis
/plugin list  # Verify

Verify Installation:

node scripts/setup-verify.js

Cursor IDE (Auto-Loading)

git clone https://github.com/yennanliu/InvestSkill.git
cd InvestSkill
cursor .
# Rules auto-load in AI Chat (Cmd+K)

Gemini CLI (Auto-Loading)

cd /path/to/InvestSkill
gemini
# GEMINI.md auto-loads
# All prompts available via @prompts/

GitHub Copilot (Auto-Loading)

Open repository in VS Code or JetBrains IDE
Copilot automatically loads .github/copilot-instructions.md

Universal Access (Any AI)

  1. Copy prompt file: cat prompts/stock-valuation.md | pbcopy
  2. Paste into ChatGPT, Claude.ai, or any LLM
  3. Ask your question

📖 Documentation

Resource Content
README.md This page — overview & features
Platform Guides Detailed setup for each platform
FAQ & Troubleshooting 50+ Q&A covering all platforms
Adding New Skills Contributor guide (12-step process)
Deployment Status Real-time platform sync & health
Cookbook Examples & walkthroughs
Compatibility Matrix Feature comparison chart
CI/CD Guide Release automation

🎓 Example Workflows

Workflow 1: Quick Stock Screening

# 5-minute evaluation
/stock-eval NVDA
/stock-eval AMD  
/stock-eval QCOM
→ Piotroski scores, ROIC, risk matrix for quick go/no-go

Workflow 2: Complete Due Diligence

# Full institutional analysis
/stock-eval AAPL
/fundamental-analysis AAPL --visual
/technical-analysis AAPL --chart
/stock-valuation AAPL --methods all
/competitor-analysis AAPL --moat
/financial-report-analyst AAPL 10-K
→ Comprehensive 50-page report equivalent

Workflow 3: Earnings Season Research

# 30-minute earnings playbook
/fundamental-analysis TICKER --visual  # Pre-earnings baseline
/earnings-call-analysis TICKER [paste transcript]  # Post-earnings
/technical-analysis TICKER --chart  # Setup quality
/options-analysis TICKER --earnings  # Vol expectations
→ Complete earnings thesis

Workflow 4: Portfolio Optimization

/portfolio-review [paste your holdings]
→ Allocation analysis + rebalancing suggestions

✨ What Makes InvestSkill Different

Feature InvestSkill Generic AI
18 Curated Frameworks ✅ Built-in ❌ Manual setup
Signal Blocks ✅ Standardized ❌ Inconsistent
All Platforms ✅ Native support ❌ Workarounds
No API Fees ✅ Free ❌ Paid APIs
Offline Prompts ✅ All included ❌ External links
Professional Quality ✅ Institutional ⚠️ Variable
Educational ✅ Teaches frameworks ❌ Just answers

🤝 Contributing

Add a New Skill

See ADDING-NEW-SKILLS.md for comprehensive guide:

  • 12-step walkthrough
  • File structure templates
  • Platform sync checklist
  • Testing procedures

Report Issues

Found a bug? Open an issue with:

  • Platform & version
  • Steps to reproduce
  • Expected vs. actual behavior

Suggest Features

Start a discussion with:

  • Feature description
  • Use case example
  • Why it helps InvestSkill users

📊 Project Status

Current Version: 1.4.0
Skills: 18 frameworks
Prompts: 17 universal files
Platforms: 5 supported

Tests: 292 passing ✅
CI/CD: All workflows passing
Documentation: Complete
License: MIT (open source)

Recent Improvements:

  • ✅ Automated changelog generation
  • ✅ Interactive release CLI
  • ✅ Dry-run deployment validation
  • ✅ 22 integration tests
  • ✅ Release notification bot
  • ✅ Comprehensive contributor guide
  • ✅ Platform-specific documentation

See CHANGELOG.md for full history.

⚖️ Legal Disclaimer

Educational Use Only. InvestSkill provides analytical frameworks for learning and research purposes.

This toolkit does NOT constitute financial advice. Always:

  • Consult qualified financial advisors
  • Do your own research (DYOR)
  • Verify analysis independently
  • Consider your risk tolerance

Past performance ≠ future results

🙋 Support & Community

Questions?

Stay Updated:

  • ⭐ Star the repo for updates
  • 🔔 Watch for new releases
  • 📧 GitHub notifications

Made with ❤️ for the investment research community

GitHub • Website • Issues • Discussions

Reviews (0)

No results found