US Stock Analysis

Perform comprehensive US stock analysis covering fundamental financials, technical indicators, valuation, peer comparisons, and structured investment reports with Buy/Hold/Sell recommendations.

Download Skill Package (.skill) View Source on GitHub

Table of Contents

1. Overview

US Stock Analysis provides a complete analytical framework for evaluating individual US equities. Rather than relying on a single script or API, the skill uses Claude’s web search capabilities to gather real-time market data and applies structured analytical frameworks stored in its reference knowledge base.

No API

What it solves:

  • Consolidates fundamental, technical, and valuation analysis into a single workflow
  • Generates structured investment reports following a 10-section template
  • Supports side-by-side stock comparisons (e.g., AAPL vs MSFT)
  • Provides bull and bear case reasoning for balanced decision-making
  • Fetches current data via WebSearch – no manual data entry required

Four analysis types:

Type Depth Best For
Basic Quick overview Price check, key metrics, recent news
Fundamental Deep financial dive Business quality, margins, debt, valuation
Technical Chart and indicator analysis Trend, support/resistance, RSI, MACD
Comprehensive Full investment report Buy/Hold/Sell recommendation with target price

2. Prerequisites

  • API Key: None required
  • Data source: Claude uses WebSearch and WebFetch to gather real-time stock data from Yahoo Finance, MarketWatch, Seeking Alpha, SEC filings, and other public sources
  • No Python dependencies – this is a purely conversational skill with no CLI script

US Stock Analysis works entirely through natural language prompts. Simply describe what you want to analyze and Claude handles data collection, analysis, and report generation.

3. Quick Start

Tell Claude:

Analyze AAPL -- give me a comprehensive report with Buy/Hold/Sell recommendation

Claude searches for current financial data, applies the fundamental and technical analysis frameworks from its reference knowledge base, and generates a structured report with an investment recommendation. That is all you need to get started.

For a quicker check:

Quick overview of NVDA -- price, market cap, P/E, recent news

4. How It Works

  1. Determine analysis type – Claude identifies which of the four analysis types (Basic, Fundamental, Technical, Comprehensive) best matches your request.
  2. Collect market data – WebSearch queries gather current price, financials, analyst ratings, technical indicators, and recent news from trusted sources.
  3. Load reference frameworks – Relevant knowledge bases load on demand: fundamental-analysis.md for business quality assessment, technical-analysis.md for indicator interpretation, financial-metrics.md for ratio definitions, and report-template.md for output structure.
  4. Apply analytical framework – Data is evaluated against structured criteria: profitability trends, cash flow quality, balance sheet strength, competitive advantages, valuation vs peers, and technical signals.
  5. Generate structured output – The report follows the 10-section template: Executive Summary, Company Overview, Investment Thesis (bull/bear), Fundamental Analysis, Valuation Analysis, Technical Analysis, Risk Assessment, Catalysts, Recommendation, and Conclusion.

5. Usage Examples

Example 1: Quick Overview

Prompt:

What's the current price and key metrics for MSFT?

What you get: A concise summary with current price, market cap, P/E, EPS, revenue growth, 52-week range, YTD performance, and any notable recent news.

Why useful: Fast check before market open or during research to get a snapshot without a full report.

Example 2: Fundamental Analysis

Prompt:

Analyze NVDA's financials -- revenue trends, margins, debt, and business quality

What you get: A deep dive into 3-5 year revenue and earnings trends, profitability metrics (gross/operating/net margins), balance sheet analysis (debt-to-equity, current ratio, cash position), competitive advantages, and growth sustainability assessment.

Why useful: Evaluates whether the business fundamentals justify the current stock price, identifying strengths and red flags in the financial statements.

Example 3: Technical Analysis

Prompt:

Technical analysis of AMZN -- trend, support/resistance, and indicators

What you get: Current trend direction and strength, key support and resistance levels, moving average positions (20/50/200-day), RSI reading, MACD status, volume trends, and any notable chart patterns forming.

Why useful: Identifies optimal entry and exit timing based on technical signals, complementing fundamental analysis with price action context.

Example 4: Comprehensive Report

Prompt:

Give me a full investment report on META with a Buy/Hold/Sell recommendation

What you get: A complete 10-section report covering business overview, investment thesis (bull and bear cases), fundamental analysis, valuation analysis with peer comparison and fair value estimate, technical analysis, risk assessment, upcoming catalysts, and a final recommendation with target price, conviction level, and entry strategy.

Why useful: Provides the most thorough analysis available, suitable for making actual investment decisions or presenting to others.

Example 5: Peer Comparison

Prompt:

Compare AAPL vs MSFT -- which is a better investment right now?

What you get: A side-by-side comparison table covering business models, financial metrics (revenue, margins, growth rates), valuation ratios (P/E, PEG, EV/EBITDA), balance sheet strength, technical positioning, relative strength analysis, and a recommendation on which stock is more attractive with portfolio allocation suggestions.

Why useful: Directly answers the “which one should I buy?” question with quantified comparisons across every dimension.

Example 6: Post-Earnings Impact

Prompt:

GOOGL just reported earnings -- analyze the results and market reaction

What you get: Analysis of the earnings beat/miss versus consensus, revenue and EPS trends, guidance changes, management commentary highlights, market reaction (price move, volume), and forward implications for the stock’s outlook.

Why useful: Rapid assessment of whether an earnings report changes the investment thesis, especially important for deciding whether to add, hold, or trim a position.

Example 7: Valuation Assessment

Prompt:

Is Tesla overvalued? Look at P/E, PEG, EV/EBITDA, and compare to auto industry peers

What you get: Current valuation metrics compared to historical averages and peer group (traditional auto, EV pure-plays, tech), fair value estimate using multiple methodologies, margin of safety calculation, and assessment of whether growth expectations embedded in the price are realistic.

Why useful: Cuts through narrative-driven pricing to determine whether the stock offers value at current levels, using multiple valuation lenses.

6. Understanding the Output

The comprehensive report follows a structured 10-section template:

  1. Executive Summary – A standalone 2-3 paragraph overview with the recommendation, key thesis, and valuation summary.
  2. Company Overview – Business description, market position, and key statistics table.
  3. Investment Thesis – Bull case (3-5 positive factors with evidence) and bear case (3-5 risks with probability assessment).
  4. Fundamental Analysis – Business quality, financial performance tables, and growth analysis.
  5. Valuation Analysis – Current metrics table, peer comparison table, fair value range, and margin of safety.
  6. Technical Analysis – Trend, support/resistance levels, indicator readings, and chart patterns.
  7. Risk Assessment – Company-specific risks (prioritized), market/macro risks, and mitigation factors.
  8. Catalysts and Timeline – Upcoming events that could move the stock (earnings, product launches, regulatory).
  9. Recommendation – Buy/Hold/Sell rating, conviction level (High/Medium/Low), target price with timeframe, and entry strategy.
  10. Conclusion – Key points summary and monitoring triggers.

Reports are saved to the reports/ directory with the naming convention stock_analysis_[TICKER]_[DATE].md.

7. Tips & Best Practices

  • Specify the analysis type explicitly. Saying “fundamental analysis of AAPL” gives you a focused financial deep dive, while “analyze AAPL” defaults to a broader overview. Be specific about what you need.
  • Ask for comparisons when choosing between stocks. The peer comparison format is the most efficient way to evaluate alternatives, producing side-by-side tables that make differences immediately visible.
  • Combine with earnings calendar timing. Run a comprehensive analysis before earnings to establish expectations, then follow up with a post-earnings impact analysis to update your thesis.
  • Request specific metrics if you have a framework. Asking “What’s NVDA’s ROIC, free cash flow yield, and revenue growth rate?” gets targeted data faster than a full report.
  • Use for position review. Periodically run updated analysis on holdings to check whether the original investment thesis still holds.
  • Check data recency. The skill notes data sources and dates in its output. For fast-moving situations, verify that the data reflects the most recent quarter.

8. Combining with Other Skills

Workflow How to Combine
Earnings-driven research Run Earnings Calendar to identify upcoming reports, then US Stock Analysis for pre-earnings thesis, then post-earnings impact analysis
Screen-to-analysis pipeline Use FinViz Screener or CANSLIM Screener to find candidates, then US Stock Analysis for deep dives on the top picks
Portfolio review cycle Use Portfolio Manager to pull current holdings, then run US Stock Analysis on each position to update buy/hold/sell ratings
Technical confirmation After fundamental analysis identifies a candidate, use Technical Analyst (chart image skill) for detailed visual chart reading
Position sizing After US Stock Analysis provides a buy recommendation with entry and stop levels, feed those into Position Sizer for risk-based share count calculation

9. Troubleshooting

Data seems outdated

Cause: WebSearch may return cached or older results for some metrics.

Fix: Ask Claude to search specifically for the most recent quarter: “Search for AAPL Q1 2026 earnings results” rather than “AAPL financials.” Specifying the quarter and year improves data freshness.

Missing technical indicators

Cause: Some technical data (exact RSI values, MACD histogram) may not be available from web search alone.

Fix: For precise technical readings, combine with the Technical Analyst skill using actual chart images, or specify “search TradingView AAPL RSI” to target technical data sources.

Comparison misses a metric

Cause: Not all companies report the same metrics (e.g., subscription revenue vs product revenue).

Fix: Ask Claude to note which metrics are not directly comparable and provide the closest equivalent. Specifying “compare AAPL vs MSFT using P/E, PEG, EV/EBITDA, FCF yield, and revenue growth” ensures the exact metrics you want.

Report is too long or too short

Cause: The skill defaults to comprehensive output for ambiguous requests.

Fix: Specify the analysis type explicitly. “Quick overview” produces a concise summary. “Comprehensive report” produces the full 10-section template. “Just the valuation section” gives you only what you need.

10. Reference

Analysis Types

Type Trigger Phrases Key Output
Basic “quick overview,” “key metrics,” “what’s the price” Price, market cap, P/E, recent news
Fundamental “financials,” “business quality,” “is it overvalued” Revenue trends, margins, debt, valuation ratios
Technical “technical analysis,” “trend,” “support levels” Moving averages, RSI, MACD, chart patterns
Comprehensive “full report,” “complete analysis,” “should I invest” 10-section report with Buy/Hold/Sell recommendation

Reference Knowledge Base

File When Loaded Content
references/fundamental-analysis.md Fundamental or comprehensive analysis Business quality assessment, financial health analysis, valuation frameworks, risk assessment, red flags
references/technical-analysis.md Technical or comprehensive analysis Indicator definitions, chart patterns, support/resistance concepts, analysis workflow
references/financial-metrics.md Any analysis requiring ratio definitions All key metrics with formulas: profitability, valuation, growth, liquidity, leverage, efficiency, cash flow
references/report-template.md Comprehensive report or comparison Complete report structure, formatting guidelines, section templates, comparison format

Data Sources Used

Data Type Preferred Sources
Price and trading data Yahoo Finance, Google Finance
Financial statements SEC EDGAR (10-K, 10-Q), company IR pages
Analyst ratings MarketWatch, Seeking Alpha, Bloomberg
Technical data TradingView, StockCharts
News and developments CNBC, Reuters, WSJ