# stock-analysis

Analyzes stocks across US, China A-shares, and Hong Kong markets using fundamentals and technicals. Generates structured investment reports with valuation metrics.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 6900 installs · ★ 540
- Author: claude-office-skills
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/claude-office-skills/skills/tree/HEAD/stock-analysis/SKILL.md
- Updated: 2026-01-31
- HTML: https://affpapa.org/en/nevibecode/skills/claude-office-skills-stock-analysis

## What it does

The skill builds structured markdown investment reports for equities in the US, Hong Kong, and mainland Chinese A-share markets. It calculates valuation ratios such as P/E, EV/EBITDA, and PEG, checks profitability metrics like ROE and net margins, and identifies technical trend signals from moving averages, MACD, or RSI. Each report concludes with a bull case, a bear case, and key risk factors.

The configuration links with the `office-mcp` server to run tools like `read_xlsx`, `create_xlsx`, and `create_chart`. It lists English and Chinese language support and works with Claude models as well as GPT-4 variants.

This skill cannot fetch live market prices on its own, which means you must supply current price levels or financial statements directly in the prompt or through connected data files.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill stock-analysis -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/stock-analysis/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/stock-analysis/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill stock-analysis -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/stock-analysis/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill stock-analysis -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/stock-analysis/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install claude-office-skills/skills stock-analysis
```

2. **Manually: put the files in place**
- File: `.github/skills/stock-analysis/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill stock-analysis -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/claude-office-skills/skills --path stock-analysis
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/stock-analysis/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add claude-office-skills/skills --skill stock-analysis -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/claude-office-skills/skills/tree/HEAD/stock-analysis/SKILL.md

## When to use it
- evaluate valuation ratios and profitability metrics from financial data
- run technical chart analysis using moving averages, MACD, and RSI
- generate structured markdown reports with bull and bear cases
- benchmark company performance against industry peers

## Example prompts
- Analyze Apple (AAPL) stock: check P/E and EV/EBITDA multiples, compare them to the sector, and assess debt levels.
- Perform a technical review for 0700.HK focusing on moving averages, MACD, and key support levels.
- Draft an investment report for 600519.SH including both bull and bear case theses.

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: ecc23a428282fd59.

BEGIN THIRD-PARTY FILE ecc23a428282fd59
```text
---
# ═══════════════════════════════════════════════════════════════════════════════
# CLAUDE OFFICE SKILL - Stock Analysis
# ═══════════════════════════════════════════════════════════════════════════════

name: stock-analysis
description: "Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics."
version: "1.0.0"
author: claude-office-skills
license: MIT

category: finance
tags:
  - stock
  - analysis
  - investment
  - fundamental
  - technical
department: Finance/Investment

models:
  recommended:
    - claude-sonnet-4
    - claude-opus-4
  compatible:
    - claude-3-5-sonnet
    - gpt-4
    - gpt-4o

mcp:
  server: office-mcp
  tools:
    - read_xlsx
    - create_xlsx
    - create_chart
    - analyze_spreadsheet

capabilities:
  - fundamental_analysis
  - technical_analysis
  - valuation_metrics
  - peer_comparison
  - risk_assessment

languages:
  - en
  - zh

related_skills:
  - dcf-valuation
  - financial-modeling
  - company-research
---

# Stock Analysis Skill

## Overview

I help you analyze stocks using fundamental and technical analysis methods. I can evaluate companies across US, China A-shares, and Hong Kong markets.

**What I can do:**
- Fundamental analysis (P/E, P/B, ROE, revenue growth, margins)
- Technical analysis (trend, support/resistance, indicators)
- Peer comparison and industry positioning
- Risk assessment and investment thesis
- Generate structured analysis reports

**What I cannot do:**
- Provide real-time stock prices (use external data sources)
- Give investment advice or recommendations
- Guarantee future performance
- Access proprietary trading data

---

## How to Use Me

### Step 1: Provide Company Information

Tell me:
- Stock ticker/code (e.g., AAPL, 600519.SH, 0700.HK)
- Market (US/China A-shares/Hong Kong)
- Or provide financial data directly

### Step 2: Choose Analysis Type

- **Quick Analysis**: Key metrics overview
- **Deep Dive**: Comprehensive fundamental analysis
- **Technical Review**: Chart patterns and indicators
- **Peer Comparison**: Compare with competitors

### Step 3: Receive Analysis Report

I'll provide a structured report with:
- Company overview
- Key financial metrics
- Valuation assessment
- Risk factors
- Investment thesis

---

## Analysis Framework

### Fundamental Analysis Metrics

#### Valuation Ratios
| Metric | Formula | Interpretation |
```
END THIRD-PARTY FILE ecc23a428282fd59

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