📊 InvestSkill

Professional Investment Analysis for US Stock Market

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

🌐 Live Documentation • 📚 Cookbook • 🐛 Issues • 💬 Discussions • 🇹🇼 繁體中文

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🎯 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 frameworks—no financial license required, no API fees.

Perfect for: Investment research • Due diligence • Portfolio management • Financial education • 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

🔌 Works Everywhere Claude Code plugin Cursor IDE rules Gemini CLI prompts GitHub Copilot ChatGPT & Claude.ai Any LLM

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🚀 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

📖 Full setup guides: Claude Code • Cursor • Gemini CLI

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🏆 Core Features

📊 Valuation & Analysis Stock Valuation — DCF + comps + EV multiples Fundamental Analysis — Deep financial dive Technical Analysis — Patterns & indicators DCF Modeling — Intrinsic value with scenarios Competitor Moat — Porter's Five Forces	💰 Specialized Analysis Dividend Analysis — Safety scoring & yield traps Options Analysis — Greeks, IV, strategies Short Interest — Squeeze potential Insider Trading — SEC Form 4 tracking Earnings Calls — Sentiment & tone analysis
📈 Market Intelligence Institutional Ownership — 13F tracking Sector Rotation — Market positioning Economics Analysis — Macro indicators Portfolio Review — Allocation optimization Report Generation — Professional HTML/PDF	🔗 Advanced Features Research Bundle — All frameworks chained Financial Reports — 10-K/10-Q analysis Multi-Stock Compare — Side-by-side analysis Batch Analysis — Process portfolios Scenario Testing — Bull/Base/Bear cases

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📋 The 18 Frameworks

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

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💡 Real-World Use Cases

📍 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
→ Get institutional-quality valuation in minutes

💼 Portfolio Rebalancing Decision

/us-stock-analysis:portfolio-review
[paste your holdings]
→ Allocation analysis & optimization recommendations

🔍 Deep Earnings Analysis

/us-stock-analysis:fundamental-analysis TICKER --visual
/us-stock-analysis:earnings-call-analysis TICKER
[paste transcript]
→ Management tone, guidance, risks, opportunities

📈 Options Entry Planning

/us-stock-analysis:technical-analysis TICKER --chart
/us-stock-analysis:options-analysis TICKER --earnings
→ Technical setup + volatility expectations → strategy selection

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🎯 Platform Guides

🔌 Claude Code Full Guide → • Plugin marketplace • 18 slash commands • Advanced workflows

🎯 Cursor IDE Full Guide → • Auto-loading rules • @prompts/ refs • Natural language

💬 Gemini CLI Full Guide → • File references • Session memory • Multi-framework chains

🤖 GitHub Copilot Full Guide → • Auto-loads • VS Code & JetBrains • Natural language

📚 Universal Full Guide → • ChatGPT • Claude.ai • Any LLM

Status: Deployment Dashboard — Real-time platform availability & version sync

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🛠️ 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

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📖 Documentation

Resource	Content
README.md	This page — 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

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🎓 Example Workflows

Workflow 1: Quick Stock Screening

# 5-minute evaluation
/stock-eval NVDA
/stock-eval AMD  
/stock-eval QCOM
→ 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
→ 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
→ Complete earnings thesis

Workflow 4: Portfolio Optimization

/portfolio-review [paste your holdings]
→ Allocation analysis + rebalancing suggestions

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✨ What Makes InvestSkill Different

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

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🤝 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

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📊 Project Status

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

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

Recent Improvements:

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

See CHANGELOG.md for full history.

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⚖️ 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 ≠ future results

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🙋 Support & Community

Questions?

• 📖 FAQ & Troubleshooting — 50+ answers
• 💬 GitHub Discussions — Ask the community
• 🐛 GitHub Issues — Report problems

Stay Updated:

• ⭐ Star the repo for updates
• 🔔 Watch for new releases
• 📧 GitHub notifications

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Made with ❤️ for the investment research community

GitHub • Website • Issues • Discussions