us-stock-financial-analyzer

by terrycarter1985

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SKILL.md About

---
name: us-stock-financial-analyzer
description: >
  Automated financial indicator analysis for S&P 500 and NASDAQ stocks.
  Use when (1) analyzing stock financial health or valuation, (2) computing
  financial ratios (PE, PB, ROE, D/E, etc.), (3) benchmarking a stock against
  sector/industry peers, (4) generating financial summary reports, (5) screening
  stocks by financial criteria, (6) comparing S&P 500 vs NASDAQ constituents.
  NOT for real-time trading signals, technical chart analysis, or options pricing.
---

# US Stock Financial Analyzer

Analyze S&P 500 and NASDAQ stock financial data through automated indicator computation, peer benchmarking, and structured reporting.

## Workflow

1. **Fetch data** — Run `scripts/fetch_financials.py` to pull financial statements via yfinance.
2. **Compute indicators** — Run `scripts/compute_indicators.py` to calculate key ratios and scores.
3. **Benchmark** — Run `scripts/benchmark.py` to compare against sector/industry peers.
4. **Report** — Synthesize results into a structured summary.

For full indicator definitions and formulas, see `references/indicators.md`.

## Quick Start

### Single-stock analysis

```bash
python3 scripts/fetch_financials.py AAPL
python3 scripts/compute_indicators.py AAPL
```

### Peer benchmarking

```bash
python3 scripts/benchmark.py AAPL --index sp500
python3 scripts/benchmark.py MSFT --index nasdaq
```

### Batch screening

```bash
python3 scripts/fetch_financials.py AAPL MSFT GOOGL --batch
python3 scripts/compute_indicators.py --screen "pe<25;roe>15;de<1.5" --index sp500
```

## Output Format

All scripts output JSON to stdout. Pipe to `jq` or redirect to file:

```bash
python3 scripts/compute_indicators.py AAPL | jq '.valuation'
```

## Key Indicators

| Category | Indicators |
|---|---|
| Valuation | PE, PB, PS, PEG, EV/EBITDA |
| Profitability | ROE, ROA, Gross Margin, Net Margin |
| Leverage | D/E, Interest Coverage, Equity Ratio |
| Growth | Revenue CAGR, EPS Growth, FCF Growth |
| Liquidity | Current Ratio, Quick Ratio |

Full formulas in `references/indicators.md`.

## Dependencies

Requires: `yfinance`, `pandas`, `numpy`. Install via:

```bash
pip install yfinance pandas numpy

_meta.json Metadata

{
  "ownerId": "kn72jmd20ws94jr0p8b3p24wyn82abgj",
  "publishedAt": 1778147431416,
  "slug": "us-stock-financial-analyzer",
  "version": "1.0.0"
}