Stock Analysis v5.0

Analyze stocks and cryptocurrencies with portfolio management, periodic reports, and 8-dimension analysis.

Features

Feature	Description
Stock Analysis	8 dimensions: earnings, fundamentals, analysts, historical, market, sector, momentum, sentiment
Crypto Analysis	Top 20 cryptos: market cap, category, BTC correlation, momentum
Portfolio Management	Create portfolios, add/remove assets, track P&L
Periodic Reports	Daily, weekly, monthly, quarterly, yearly returns
Risk Detection	Geopolitical risk, breaking news alerts, concentration warnings

Quick Start

Analyze Stocks

uv run scripts/analyze_stock.py AAPL
uv run scripts/analyze_stock.py AAPL MSFT GOOGL

Analyze Crypto

uv run scripts/analyze_stock.py BTC-USD
uv run scripts/analyze_stock.py ETH-USD SOL-USD

Portfolio Management

# Create and manage portfolios
uv run scripts/portfolio.py create "My Portfolio"
uv run scripts/portfolio.py add AAPL --quantity 100 --cost 150
uv run scripts/portfolio.py add BTC-USD --quantity 0.5 --cost 40000
uv run scripts/portfolio.py show

# Analyze portfolio
uv run scripts/analyze_stock.py --portfolio "My Portfolio"
uv run scripts/analyze_stock.py --portfolio "My Portfolio" --period weekly

Supported Cryptocurrencies (Top 20)

BTC, ETH, BNB, SOL, XRP, ADA, DOGE, AVAX, DOT, MATIC, LINK, ATOM, UNI, LTC, BCH, XLM, ALGO, VET, FIL, NEAR

Analysis Dimensions

Stocks (8 dimensions)

Earnings Surprise - EPS beats/misses
Fundamentals - P/E, margins, growth, debt
Analyst Sentiment - Ratings, price targets
Historical Patterns - Past earnings reactions
Market Context - VIX, SPY/QQQ trends
Sector Performance - Relative strength
Momentum - RSI, 52-week range
Sentiment - Fear/Greed, short interest, insider trading

Crypto (3 dimensions)

Crypto Fundamentals - Market cap, category, BTC correlation
Momentum - RSI, price range
Market Context - General market regime

Risk Features

Breaking News Alerts - Scans for crisis keywords (war, recession, sanctions)
Geopolitical Risk - Taiwan, China, Russia, Middle East, banking crisis detection
Safe-Haven Tracking - GLD, TLT, UUP for risk-off detection
Concentration Warnings - Alerts when >30% in single asset

Portfolio Storage

Portfolios stored at: ~/.bot/skills/stock-analysis/portfolios.json

Version History

v5.0.0 - Portfolio management, crypto support, periodic analysis
v4.1.0 - Insider trading via edgartools, market context caching
v4.0.0 - Geopolitical risk, breaking news, safe-haven detection
v3.0.0 - Sentiment analysis (5 indicators)
v2.0.0 - Market context, sector, momentum
v1.0.0 - Initial release

Data Sources

Yahoo Finance - Price, fundamentals, earnings
CNN Fear & Greed - Market sentiment
SEC EDGAR - Insider trading (Form 4)
Google News RSS - Breaking news

Disclaimer: This tool is for informational purposes only and does NOT constitute financial advice.

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