Updated 1d ago
by yennanliu
InvestSkill
US stock analysis skills for LLMs (Claude code, Gemini ...) | #AI
246 GitHub stars (246)
+16 in 16 days
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- 30 skills (30 skills found in its SKILL.md files)
- 59 forks (59 forks)
- 1d ago last update (Last updated 1d ago)
Install
Skills CLI
npx skills add yennanliu/InvestSkill
Asks which skills and agents to install. Just one: npx skills add yennanliu/InvestSkill --skill 10k-digest — add -g for every project.
Claude Code
git clone https://github.com/yennanliu/InvestSkillcp -r "InvestSkill/plugins/us-stock-analysis/skills/10k-digest" ~/.claude/skills/
Copies the 10k-digest skill into ~/.claude/skills/ for every project (use .claude/skills/ for one project). Repeat for the other skills listed below.
Plugin
/plugin marketplace add yennanliu/InvestSkill
Run inside Claude Code if the repository ships a plugin marketplace, then pick plugins from /plugin.
Skills can run code on your machine — read the SKILL.md first.
What it does
In the author's own words, from each skill's SKILL.md — showing the first 30 of 34 files.
-
10k-digest
Deep-read a 10-K annual report and output a structured markdown digest — abstract, section summaries, key metrics, and sourced references. Output in English or Traditional Chinese.
plugins/us-stock-analysis/skills/10k-digest/SKILL.md on GitHub (opens in a new tab) -
bear-case
Build the strongest possible bear case against a stock — a deliberate short-seller red-team that argues why NOT to hold, surfacing counterevidence to any bullish thesis
plugins/us-stock-analysis/skills/bear-case/SKILL.md on GitHub (opens in a new tab) -
catalyst-calendar
Forward-looking catalyst calendar identifying upcoming events and their expected price impact over a 90-day window
plugins/us-stock-analysis/skills/catalyst-calendar/SKILL.md on GitHub (opens in a new tab) -
chart-master
Generate professional financial charts in Mermaid, ASCII, or HTML/Chart.js — MA lines, histograms, candlestick, volume, RSI/MACD, and more for markdown reports
plugins/us-stock-analysis/skills/chart-master/SKILL.md on GitHub (opens in a new tab) -
competitor-analysis
Deep competitive moat analysis, market position assessment, and industry dynamics for one company against its direct rivals. To map an industry's supply / value chain and find chokepoints, use industry-map
plugins/us-stock-analysis/skills/competitor-analysis/SKILL.md on GitHub (opens in a new tab) -
dcf-valuation
Discounted Cash Flow (DCF) intrinsic value modeling with sensitivity analysis
plugins/us-stock-analysis/skills/dcf-valuation/SKILL.md on GitHub (opens in a new tab) -
dividend-analysis
Comprehensive capital allocation analysis: dividends, buybacks, M&A, debt management, and FCF deployment
plugins/us-stock-analysis/skills/dividend-analysis/SKILL.md on GitHub (opens in a new tab) -
earnings-call-analysis
Analyze earnings call transcripts for sentiment, key themes, and management tone
plugins/us-stock-analysis/skills/earnings-call-analysis/SKILL.md on GitHub (opens in a new tab) -
earnings-preview
The before-earnings skill — consensus vs. whisper, 8-quarter beat rate and post-print move distribution, options-implied vs. realized move, what the current price already assumes, the KPIs to watch, and a three-scenario grid (beat-and-raise / beat-and-lower / miss) with expected reaction and a position rule for each
plugins/us-stock-analysis/skills/earnings-preview/SKILL.md on GitHub (opens in a new tab) -
economics-analysis
Analyze US economic indicators and their impact on markets
plugins/us-stock-analysis/skills/economics-analysis/SKILL.md on GitHub (opens in a new tab) -
etf-analysis
ETF / index-fund due diligence — expense ratio vs. category, tracking difference, liquidity, holdings concentration and tilt, overlap with your other positions, distribution and capital-gains history, structure warnings, and an ETF-vs-top-holdings comparison, scored as an ETF Fitness Score 0–10
plugins/us-stock-analysis/skills/etf-analysis/SKILL.md on GitHub (opens in a new tab) -
fact-check
Claim-level verification of any report or data set — extract every figure and factual claim, check each against a primary source (SEC filing, company IR, FRED, exchange data, or the user's own document), recompute derived numbers, mark ✅ verified / ⚠️ mismatch / ❓ unverifiable, and re-issue the report with inline citations and a References section; Verification Score 0–10
plugins/us-stock-analysis/skills/fact-check/SKILL.md on GitHub (opens in a new tab) -
financial-report-analyst
Analyze company financial reports (10-K, 10-Q, annual reports) and extract actionable investment insights — statement quality, red flags, and a signal. For a structured section-by-section summary document of a 10-K rather than an investment call, use 10k-digest
plugins/us-stock-analysis/skills/financial-report-analyst/SKILL.md on GitHub (opens in a new tab) -
full-report
Run InvestSkill analysis modules on a stock at configurable depth and compile a professional HTML report saved to the output/ directory
plugins/us-stock-analysis/skills/full-report/SKILL.md on GitHub (opens in a new tab) -
fundamental-analysis
Deep fundamental analysis of US stocks using financial statements
plugins/us-stock-analysis/skills/fundamental-analysis/SKILL.md on GitHub (opens in a new tab) -
industry-map
Map an industry's supply / value chain as a directed graph — upstream to downstream — to locate a company's position, find chokepoints and margin pools, and surface second-order investment ideas
plugins/us-stock-analysis/skills/industry-map/SKILL.md on GitHub (opens in a new tab) -
insider-trading
Track and analyze insider buying/selling activity from SEC Form 4 filings
plugins/us-stock-analysis/skills/insider-trading/SKILL.md on GitHub (opens in a new tab) -
institutional-ownership
Track changes in institutional holdings and identify smart money moves from 13F filings
plugins/us-stock-analysis/skills/institutional-ownership/SKILL.md on GitHub (opens in a new tab) -
learning-coach
Explains any InvestSkill output like a mentor — every metric in plain words, why it matters, its good / bad range, and the lesson that teaches it — then asks 3–5 Socratic questions and "what would change your mind?". --level beginner / intermediate, --lang zh-TW, and a --quiz mode that drills a Learning lesson
plugins/us-stock-analysis/skills/learning-coach/SKILL.md on GitHub (opens in a new tab) -
options-analysis
Analyze options Greeks, implied volatility, and strategy selection for US stocks
plugins/us-stock-analysis/skills/options-analysis/SKILL.md on GitHub (opens in a new tab) -
portfolio-review
Review and analyze investment portfolio performance and allocation
plugins/us-stock-analysis/skills/portfolio-review/SKILL.md on GitHub (opens in a new tab) -
position-ladder
Plan a staged position — entry ladder, share-count floor/ceiling, and the trim/re-add cycle that lowers average cost — with lot accounting, wash-sale checks, total-return honesty, and a thesis-break exit gate
plugins/us-stock-analysis/skills/position-ladder/SKILL.md on GitHub (opens in a new tab) -
report-generator
Generate professional HTML/PDF investment reports with interactive visualizations
plugins/us-stock-analysis/skills/report-generator/SKILL.md on GitHub (opens in a new tab) -
research-bundle
Deprecated — use full-report instead. Chained multiple analysis skills into a unified investment thesis; superseded by full-report's configurable --depth and HTML output.
plugins/us-stock-analysis/skills/research-bundle/SKILL.md on GitHub (opens in a new tab) -
result-validator
Validate investment analysis results and score confidence across data quality, methodology, and signal consistency
plugins/us-stock-analysis/skills/result-validator/SKILL.md on GitHub (opens in a new tab) -
risk-stress-test
Portfolio and position risk report — beta-weighted exposure, historical scenario replay (2008, March 2020, 2022 rate shock, 2025 tariff shock), parametric VaR / CVaR at 95 / 99 %, max-drawdown estimate, correlation-spike scenario, rate / USD / oil sensitivity, liquidity (days to exit at 20 % of ADV), and a Risk Budget Score 0–10
plugins/us-stock-analysis/skills/risk-stress-test/SKILL.md on GitHub (opens in a new tab) -
sector-analysis
Analyze US market sectors and identify rotation opportunities
plugins/us-stock-analysis/skills/sector-analysis/SKILL.md on GitHub (opens in a new tab) -
short-interest
Analyze short interest, short squeeze potential, and bearish positioning signals
plugins/us-stock-analysis/skills/short-interest/SKILL.md on GitHub (opens in a new tab) -
stock-eval
Evaluate US stocks with comprehensive fundamental and valuation analysis
plugins/us-stock-analysis/skills/stock-eval/SKILL.md on GitHub (opens in a new tab) -
stock-screener
Screen and rank multiple US stocks across valuation, quality, momentum, sentiment, and growth dimensions
plugins/us-stock-analysis/skills/stock-screener/SKILL.md on GitHub (opens in a new tab)
No skill matches that filter.
Review before you install
A skill is a set of instructions and scripts your agent will follow, and it can run code on your machine. Read the SKILL.md and any scripts first — this listing is not a security review.