Investment Analyst Skill

Investment Analyst Skill

Overview

This skill provides professional-grade investment analysis capabilities, transforming Claude into a specialized investment analyst. It enables comprehensive stock market analysis through 7 core capabilities based on proven investment frameworks.

Core Capabilities

1. Daily Market Overview (10-minute routine)

When to use: Daily market preparation, trend identification, risk assessment

Workflow:

• Check major indices (SSE, SZSE, ChiNext, STAR)
• Scan important news (macro, industry, company)
• Review watchlist stocks
• Analyze key charts
• Assess risk levels
• Create daily action plan

User triggers:

• "Generate today's market overview"
• "Daily 10-minute market check"
• "What's happening in the market today?"

Reference: See references/​daily_market.md for detailed workflow

---

2. Stock Fundamental Analysis

When to use: Deep stock research, value investing, long-term evaluation

Analysis framework:

• Company overview & business model
• Financial ratios (profitability, growth, health, valuation)
• Management quality assessment
• Competitive advantages (moat analysis)
• Long-term potential evaluation

Output: Comprehensive score (1-10) + objective assessment

User triggers:

• "Analyze [stock name/​code]"
• "Deep dive on [company]"
• "Is [stock] a good investment?"

Reference: See references/​fundamental_analysis.md for detailed framework

---

3. Technical Chart Analysis

When to use: Timing decisions, trend confirmation, entry/​exit planning

Technical tools:

• Moving averages (MA system)
• RSI (Relative Strength Index)
• MACD (Moving Average Convergence Divergence)
• Trend lines & channels
• Support & resistance levels
• Volume analysis

Output: Multiple scenario analysis (not prediction) + key observation points

User triggers:

• "Technical analysis of [stock]"
• "Chart reading for [stock]"
• "Entry/​exit timing for [stock]"

Reference: See references/​technical_analysis.md for indicator guide

---

4. Strategy Simulator

When to use: Strategy selection, parameter optimization, risk assessment

Strategy types:

• Swing trading (2-10 days)
• Day trading (intraday)
• Position trading (weeks to months)
• Trend trading (wave capture)

Risk levels: Conservative / Balanced / Aggressive

Output: Strategy score (0-100), suitability assessment, improvement suggestions

User triggers:

• "Test [strategy name] strategy"
• "Which strategy fits my situation?"
• "Simulate swing trading performance"

Reference: See references/​strategy_simulation.md for strategy details

---

5. Risk Management & Portfolio Allocation

When to use: Portfolio planning, risk assessment, asset allocation

Analysis framework:

• Personal risk tolerance assessment (psychological + financial)
• Investment goal setting (short/​medium/​long-term)
• Asset allocation方案 (core + satellite)
• Risk control system (position sizing, stop loss)
• Diversification strategy
• Stress testing

Output: Specific percentage allocations + execution plan + checklist

User triggers:

• "Analyze my risk tolerance"
• "Create investment plan for [age] with [capital]"
• "How should I allocate my portfolio?"

Reference: See references/​risk_management.md for allocation models

---

6. Stock Screener

When to use: Opportunity discovery, systematic screening, idea generation

Screening criteria:

• Valuation (PE/​PB/​PS/​PEG)
• Growth (revenue/​earnings growth)
• Financial health (debt ratio, cash flow)
• Competitive advantage (margin, ROE, market share)
• Risk factors (size, volatility, liquidity)

Output: Scoring system (0-100) + pass/​fail + investment rating

User triggers:

• "Find undervalued stocks"
• "Screen for growth stocks"
• "Apply checklist to [stock]"

Reference: See references/​stock_screener.md for screening criteria

---

7. News Impact Analysis

When to use: Event-driven investing, news response, impact assessment

Analysis framework:

• Event nature & severity
• Direct impact assessment
• Short-term effects (1-3 months)
• Long-term effects (3+ months)
• Impact on related companies
• Uncertainty factors

Output: Balanced view + multiple scenarios + key tracking indicators

User triggers:

• "Analyze impact of [news] on [stock/​industry]"
• "How will [event] affect the market?"
• "News analysis: [news content]"

Reference: See references/​news_impact.md for analysis framework

---

Quick Start

Basic Usage Pattern

# 1. Daily market overview (10 minutes)
User: "Generate today's market overview"
Claude: Uses capability #1

# 2. Stock research (30 minutes)
User: "Analyze Guizhou Maotai (600519)"
Claude: Uses capabilities #2 + #3

# 3. Strategy evaluation
User: "Test swing trading strategy"
Claude: Uses capability #4

# 4. Portfolio planning
User: "I'm 30, moderate risk, 500k capital, create investment plan"
Claude: Uses capability #5

# 5. Stock screening
User: "Screen for quality stocks and evaluate Guizhou Maotai"
Claude: Uses capability #6

# 6. Event analysis
User: "Analyze impact of new policy on new energy sector"
Claude: Uses capability #7

Workflow Decision Tree

User Request
    │
    ├─ Daily market check? → Capability #1
    ├─ Deep stock analysis? → Capability #2 + #3
    ├─ Strategy questions? → Capability #4
    ├─ Portfolio/​risk? → Capability #5
    ├─ Stock screening? → Capability #6
    └─ News/​event? → Capability #7

Usage Guidelines

When to Use This Skill

Primary triggers:

• Stock research and analysis
• Market daily preparation
• Investment strategy evaluation
• Portfolio risk assessment
• Event impact analysis
• Stock screening and discovery
• Trading timing decisions

File types:

• Stock codes (600519, 000858, etc.)
• Company names (贵州茅台, 宁德时代, etc.)
• News articles/​links
• Market data requests
• Portfolio descriptions

Task scenarios:

• "Analyze this stock"
• "What's the market outlook today?"
• "Is this a good time to buy?"
• "How should I allocate my portfolio?"
• "What stocks should I watch?"
• "How will this news affect my holdings?"

When NOT to Use This Skill

• Cryptocurrency analysis (use WebFetch directly)
• Macroeconomic research (use WebFetch directly)
• Non-stock market analysis
• Real-time trading execution
• Specific financial advice (disclaimer required)

Important Notes

Data requirements:

• Most analysis requires current market data
• Use WebFetch tool for real-time information
• Verify data accuracy when possible

Limitations:

• Analysis is for reference only
• Past performance doesn't guarantee future results
• Market conditions change rapidly
• Always consider personal circumstances

Risk disclaimer:

• This skill provides analysis, not investment advice
• Users must make their own decisions
• Investment involves risk of loss
• Consult professionals when needed

Resource Structure

references/

Detailed documentation for each capability:

• references/​daily_market.md - Daily market routine
• references/​fundamental_analysis.md - Fundamental analysis framework
• references/​technical_analysis.md - Technical indicators guide
• references/​strategy_simulation.md - Strategy types and evaluation
• references/​risk_management.md - Risk models and allocation
• references/​stock_screener.md - Screening criteria
• references/​news_impact.md - Event analysis framework

scripts/

(可选) 可执行脚本用于自动化任务

assets/

(可选) 模板和参考文件

---

Integration with Other Tools

This skill works best with:

• WebFetch: For real-time market data and news
• Stock data APIs: For price and financial data
• Notification tools: For sending reports

Best Practices

1. Always start with clear objectives
2. Use multiple capabilities for comprehensive analysis
3. Verify critical data when possible
4. Consider multiple scenarios
5. Maintain risk awareness
6. Document your analysis process
7. Regular review and adjustment

Example Workflows

Complete Stock Research (30-40 minutes)

1. Daily market overview (5 min)
2. Fundamental analysis (15 min)
3. Technical analysis (10 min)
4. News impact check (5 min)
5. Risk assessment (5 min)

Daily Routine (10 minutes)

1. Market check
2. Watchlist review
3. Risk assessment
4. Action plan

Strategy Development (20 minutes)

1. Strategy simulation
2. Risk management setup
3. Backtesting plan

---

Version: 1.0 Last Updated: 2025-12-24 Based on: 7 professional investment prompts Skill Type: Specialized Analysis Framework