Stats
Actions
Tags
How this skill is triggered — by the user, by Claude, or both
Slash command
/portfolio-copilot:analyze-stockThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Deep-dive stock analysis with comprehensive scorecard
Deep-dive stock analysis with comprehensive scorecard
When the user says:
Performs comprehensive stock analysis including:
When triggered:
Parse ticker symbol from user input (e.g., "analyze AAPL" → "AAPL")
Locate plugin directory: Check these paths in order:
~/.claude/skills/portfolio-copilot/../../scripts (installed via symlink)plugins/portfolio-copilot/scripts (local development)Use the first path that exists. Store as $PLUGIN_DIR.
Check dependencies (silent auto-install):
python3 -c "import yfinance, pandas, numpy, sqlalchemy" 2>/dev/null || \
pip3 install yfinance pandas numpy sqlalchemy --quiet
If this fails, inform the user to install manually:
cd $PLUGIN_DIR/..
pip3 install -r requirements.txt
Run scorecard analysis:
cd $PLUGIN_DIR
python3 scorecard.py TICKER
Display results to the user with the formatted scorecard output
Provide context:
Offer next steps:
python3 portfolio_manager.py add TICKER SHARES PRICEpython3 portfolio_manager.py showUser: analyze AAPL
Assistant:
I'll analyze Apple (AAPL) for you.
[Runs scorecard.py AAPL]
Key Insights:
- Overall Score: 7.3/10 (Good, B+ grade)
- Valuation: Trading at a discount to sector average
- Financial Health: Strong debt management (D/E: 102.6)
- Momentum: Neutral technical setup
Would you like to:
- Add AAPL to your portfolio?
- Compare with other tech stocks (MSFT, GOOGL)?
- See your current portfolio?
User: analyze MSFT and NVDA
Assistant:
I'll analyze both Microsoft and NVIDIA for you.
[Runs scorecard for MSFT]
[Runs scorecard for NVDA]
Comparison:
- MSFT: 3.9/10 (Poor) - Better valuation but weaker momentum
- NVDA: 6.6/10 (Fair) - Higher valuation premium but stronger fundamentals
Would you like a detailed comparison or to add either to your portfolio?
npx claudepluginhub jaykim88/claude-ai-engineering --plugin portfolio-copilotGenerates thesis-driven stock analysis from SEC EDGAR filings and market data via /analyze, /score, /compare commands with Python tools.
Chains InvestSkill modules for structured stock research: business analysis, valuation, market signals, technicals into unified investment thesis with composite score. Use for due diligence.
Routes equity research workflows including stock analysis, multi-stock comparison, research memos, merger-arb memos, and profit-taking analysis. Uses LLMQuant Data for fundamentals, filings, ownership, and events.