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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)

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

Crypto (3 dimensions)

  1. Crypto Fundamentals - Market cap, category, BTC correlation
  2. Momentum - RSI, price range
  3. 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


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

About

Hanzo Bot skill: stock-analysis (by udiedrichsen)

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