stock-evaluator-v3

Overview

Comprehensive evaluation of potential stock investments combining valuation analysis, fundamental research, technical assessment, and clear buy/hold/sell recommendations. Use when the user asks about buying a stock, evaluating investment opportunities, analyzing watchlist candidates, or requests stock recommendations.

Key Features

• Provides specific entry prices, position sizing, and conviction ratings
• Includes technical analysis (price action, indicators, key levels, Ichimoku Cloud), fundamental analysis (business, financials, competitive position), and advanced financial metrics (F-Score, Z-Score, M-Score, Max Drawdown, Value Trap Score)
• Offers investor persona scores (8 legendary investor frameworks) and valuation assessment (multiple methods with margin of safety)
• Includes a clear recommendation (BUY / HOLD / SELL with conviction rating) and alternative candidates (if SELL: provide 3-5 better alternatives)
• Provides an enhanced quant-style dashboard (React dashboard with 60+ metrics, Ichimoku, investor personas, TOP NEWS, and key notes)

How It Works

The skill uses a combination of technical and fundamental analysis to provide a comprehensive evaluation of potential stock investments. It includes a checklist of mandatory deliverables to ensure a thorough analysis, as well as a set of standardized metric labels to ensure consistency in the dashboard.

Use Cases

• Buying a stock
• Evaluating investment opportunities
• Analyzing watchlist candidates
• Requesting stock recommendations