Stock Analysis Skill
Comprehensive 7-dimension qualitative analysis framework for stocks.
Quick Start
bash
# Full analysis workflow python3 scripts/transcript-compare.py TICKER --quarters 4 python3 scripts/deep-analyzer.py TICKER --transcript python3 scripts/finnhub-client.py insider TICKER python3 scripts/finnhub-client.py recommend TICKER
The 7 Dimensions
| # | Dimension | Tool | Key Signal |
|---|---|---|---|
| 1 | Transcript tone | deep-analyzer.py --transcript | Deflection %, guidance quality |
| 2 | Tone trends | transcript-compare.py | QoQ conviction/hedging shift |
| 3 | Insider activity | finnhub-client.py insider | Net buy/sell pattern |
| 4 | Analyst sentiment | finnhub-client.py recommend | Consensus trend |
| 5 | Industry position | Manual + references/industry-framework.md | Porter's forces |
| 6 | Risk/reward | references/risk-framework.md | Scenario analysis |
| 7 | Second-order | references/second-order.md | What's priced in |
Transcript Signals
Red Flags
- •Deflection >20%: Management dodging Q&A questions
- •Hedging spike: Uncertainty language increasing QoQ
- •Conviction drop: Confidence language declining
- •Prepared vs Q&A gap >0.5: Sugarcoating in scripted remarks
- •Blame externalization: "Macro," "one-time" without ownership
Green Flags
- •Deflection <10%: Forthcoming, answering directly
- •Specific guidance >80%: Clear visibility
- •Stable/improving confidence ratio: Genuine conviction
Insider Signals
| Pattern | Interpretation |
|---|---|
| Cluster buying (3+ insiders) | Strong bullish signal |
| All sells, no buys | Cautious (may be comp-related) |
| CEO/CFO buying | Very bullish |
| CFO selling large | Yellow flag |
Analysis Workflow
- •Run transcript comparison (4 quarters minimum)
- •Check latest call for specific signals
- •Pull insider data from Finnhub
- •Check analyst consensus trend
- •Apply industry framework (see references/)
- •Build scenario analysis with kill criteria
- •Identify non-consensus insight
Output Format
Always produce structured output:
markdown
# [TICKER] Analysis — [DATE] **Thesis:** [1 sentence] **Confidence:** HIGH/MEDIUM/LOW **Key insight:** [what you see that consensus doesn't] ## Transcript Signals | Signal | Value | Assessment | |--------|-------|------------| | Deflection | X% | 🟢/🟡/🔴 | | Conviction trend | +/-X | 🟢/🟡/🔴 | | Guidance | X% specific | 🟢/🟡/🔴 | ## Tone Trends (4Q) [quarter comparison table] ## Alternative Data - **Insider:** [pattern] - **Analyst:** [consensus] ## Risk/Reward | Scenario | Prob | Return | Key Assumption | |----------|------|--------|----------------| | Bull | % | +% | | | Base | % | +% | | | Bear | % | -% | | **Fragility:** HIGH/MEDIUM/LOW ## Kill Criteria Exit if: [specific conditions]
API Requirements
- •FMP (required): Transcripts, fundamentals
- •Finnhub (required): Insider, recommendations
- •Keys at:
~/.secure/fmp.env,~/.secure/finnhub.env
References
- •
references/industry-framework.md— Porter's forces, cycle analysis - •
references/risk-framework.md— Scenario analysis, fragility assessment - •
references/second-order.md— What's priced in, consensus analysis