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πŸ“Š InvestSkill

Professional Investment Analysis for US Stock Market

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

GitHub License GitHub Stars GitHub Release Test Suite

🌐 Live Documentation β€’ πŸ“š Cookbook β€’ πŸ› Issues β€’ πŸ’¬ Discussions β€’ πŸ‡ΉπŸ‡Ό 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 frameworksβ€”no financial license required, no API fees.

Perfect for: Investment research β€’ Due diligence β€’ Portfolio management β€’ Financial education β€’ 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

πŸ”Œ Works Everywhere

  • Claude Code plugin

  • Cursor IDE rules

  • Gemini CLI prompts

  • GitHub Copilot

  • ChatGPT & Claude.ai

  • Any LLM


πŸš€ 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

πŸ“– Full setup guides: Claude Code β€’ Cursor β€’ Gemini CLI


πŸ† Core Features

πŸ“Š Valuation & Analysis

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

πŸ’° Specialized Analysis

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

πŸ“ˆ Market Intelligence

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

πŸ”— Advanced Features

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

πŸ“‹ The 18 Frameworks

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

πŸ’‘ Real-World Use Cases

πŸ“ 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
β†’ Get institutional-quality valuation in minutes
πŸ’Ό Portfolio Rebalancing Decision
/us-stock-analysis:portfolio-review
[paste your holdings]
β†’ Allocation analysis & optimization recommendations
πŸ” Deep Earnings Analysis
/us-stock-analysis:fundamental-analysis TICKER --visual
/us-stock-analysis:earnings-call-analysis TICKER
[paste transcript]
β†’ Management tone, guidance, risks, opportunities
πŸ“ˆ Options Entry Planning
/us-stock-analysis:technical-analysis TICKER --chart
/us-stock-analysis:options-analysis TICKER --earnings
β†’ Technical setup + volatility expectations β†’ strategy selection

🎯 Platform Guides

πŸ”Œ Claude Code
Full Guide β†’

β€’ Plugin marketplace
β€’ 18 slash commands
β€’ Advanced workflows
🎯 Cursor IDE
Full Guide β†’

β€’ Auto-loading rules
β€’ @prompts/ refs
β€’ Natural language
πŸ’¬ Gemini CLI
Full Guide β†’

β€’ File references
β€’ Session memory
β€’ Multi-framework chains
πŸ€– GitHub Copilot
Full Guide β†’

β€’ Auto-loads
β€’ VS Code & JetBrains
β€’ Natural language
πŸ“š Universal
Full Guide β†’

β€’ ChatGPT
β€’ Claude.ai
β€’ Any LLM

Status: Deployment Dashboard β€” Real-time platform availability & version sync


πŸ› οΈ 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

πŸ“– Documentation

Resource Content
README.md This page β€” 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

πŸŽ“ Example Workflows

Workflow 1: Quick Stock Screening

# 5-minute evaluation
/stock-eval NVDA
/stock-eval AMD  
/stock-eval QCOM
β†’ 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
β†’ 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
β†’ Complete earnings thesis

Workflow 4: Portfolio Optimization

/portfolio-review [paste your holdings]
β†’ Allocation analysis + rebalancing suggestions

✨ What Makes InvestSkill Different

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

πŸ“Š Project Status

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

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

Recent Improvements:

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

See CHANGELOG.md for full history.


βš–οΈ 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 β‰  future results


πŸ™‹ Support & Community

Questions?

Stay Updated:

  • ⭐ Star the repo for updates
  • πŸ”” Watch for new releases
  • πŸ“§ GitHub notifications

Made with ❀️ for the investment research community

GitHub β€’ Website β€’ Issues β€’ Discussions

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