Stock Analysis (v5.0) Analyze US stocks and cryptocurrencies using Yahoo Finance data. Includes portfolio management, crypto support, and periodic analysis. Quick Start IMPORTANT: Pass ONLY the stock ticker symbol(s) as arguments. Do NOT add extra text, headers, or formatting in the command. Analyze a single ticker: uv run { baseDir } /scripts/analyze_stock.py AAPL uv run { baseDir } /scripts/analyze_stock.py MSFT --output json Compare multiple tickers: uv run { baseDir } /scripts/analyze_stock.py AAPL MSFT GOOGL Cryptocurrency Analysis (v5.0) Analyze top 20 cryptocurrencies by market cap: uv run { baseDir } /scripts/analyze_stock.py BTC-USD uv run { baseDir } /scripts/analyze_stock.py ETH-USD SOL-USD Supported Cryptos: BTC-USD, ETH-USD, BNB-USD, SOL-USD, XRP-USD, ADA-USD, DOGE-USD, AVAX-USD, DOT-USD, MATIC-USD, LINK-USD, ATOM-USD, UNI-USD, LTC-USD, BCH-USD, XLM-USD, ALGO-USD, VET-USD, FIL-USD, NEAR-USD Crypto Analysis Dimensions: Market cap (large/mid/small classification) Category (Smart Contract L1, DeFi, Payment, etc.) BTC correlation (30-day) Momentum (RSI, price range) Market context (VIX, general market regime) Portfolio Management (v5.0) Create and manage portfolios with mixed assets (stocks + crypto):

Create portfolio

uv run { baseDir } /scripts/portfolio.py create "My Portfolio"

Add assets

uv run { baseDir } /scripts/portfolio.py add AAPL --quantity 100 --cost 150.00 uv run { baseDir } /scripts/portfolio.py add BTC-USD --quantity 0.5 --cost 40000 --portfolio "My Portfolio"

View holdings with current P&L

uv run { baseDir } /scripts/portfolio.py show

Update/remove assets

uv run { baseDir } /scripts/portfolio.py update AAPL --quantity 150 uv run { baseDir } /scripts/portfolio.py remove BTC-USD

List/delete portfolios

uv run { baseDir } /scripts/portfolio.py list uv run { baseDir } /scripts/portfolio.py delete "My Portfolio" Portfolio Storage: ~/.clawdbot/skills/stock-analysis/portfolios.json Portfolio Analysis (v5.0) Analyze all assets in a portfolio with optional period returns:

Analyze portfolio

uv run { baseDir } /scripts/analyze_stock.py --portfolio "My Portfolio"

With period returns (daily/weekly/monthly/quarterly/yearly)

uv run

{

baseDir

}

/scripts/analyze_stock.py

--portfolio

"My Portfolio"

--period

weekly

uv run

{

baseDir

}

/scripts/analyze_stock.py

-p

"My Portfolio"

--period

monthly

Portfolio Summary includes:

Total cost, current value, P&L

Period return (if specified)

Concentration warnings (>30% in single asset)

Recommendation summary (BUY/HOLD/SELL counts)

Examples:

✅ CORRECT:

uv run {baseDir}/scripts/analyze_stock.py BAC

✅ CORRECT:

uv run {baseDir}/scripts/analyze_stock.py BTC-USD

❌ WRONG:

uv run {baseDir}/scripts/analyze_stock.py === BANK OF AMERICA (BAC) - Q4 2025 EARNINGS ===

❌ WRONG:

uv run {baseDir}/scripts/analyze_stock.py "Bank of America"

Use the ticker symbol only (e.g., BAC, not "Bank of America"). For crypto, use the -USD suffix (e.g., BTC-USD).

Analysis Components

The script evaluates eight key dimensions:

Earnings Surprise (30% weight)

Actual vs expected EPS, revenue beats/misses

Fundamentals (20% weight)

P/E ratio, profit margins, revenue growth, debt levels

Analyst Sentiment (20% weight)

Consensus ratings, price target vs current price

Historical Patterns (10% weight)

Past earnings reactions, volatility

Market Context (10% weight)

VIX, SPY/QQQ trends, market regime

Sector Performance (15% weight)

Stock vs sector comparison, sector trends

Momentum (15% weight)

RSI, 52-week range, volume, relative strength

Sentiment Analysis (10% weight)

Fear/Greed Index, short interest, VIX term structure, insider trading, put/call ratio

Sentiment Sub-Indicators:

Fear & Greed Index (CNN)

Contrarian signal (extreme fear = buy opportunity, extreme greed = caution)

Short Interest

High shorts + squeeze potential = bullish; justified shorts = bearish

VIX Term Structure

Contango = complacency/bullish; backwardation = stress/bearish

Insider Activity

Net buying/selling from SEC Form 4 filings (90-day window)

Put/Call Ratio

High ratio = excessive fear/bullish; low ratio = complacency/bearish

Weights auto-normalize if some components unavailable.

Special Timing Checks:

Pre-earnings warning (< 14 days): Recommends HOLD instead of BUY

Post-earnings spike detection (> 15% in 5 days): Flags "gains priced in"

Overbought conditions (RSI > 70 + near 52w high): Reduces confidence

Timing Warnings & Risk Flags

The script detects high-risk scenarios:

Earnings Timing

Pre-Earnings Period

If earnings < 14 days away, BUY signals become HOLD

Post-Earnings Spike

If stock up > 15% in 5 days after earnings, warns "gains may be priced in"

Technical Risk

Overbought Conditions

RSI > 70 + near 52-week high = high-risk entry

Market Risk

High VIX

Market fear (VIX > 30) reduces confidence in BUY signals

Risk-Off Mode (v4.0.0)

When safe-havens (GLD, TLT, UUP) rise together, reduces BUY confidence by 30%

Detects flight to safety across gold, treasuries, and USD

Triggers when GLD ≥ +2%, TLT ≥ +1%, UUP ≥ +1% (5-day change)

Sector Risk

Sector Weakness

Stock may look good but sector is rotating out

Geopolitical Risk (v4.0.0)

The script now scans breaking news (last 24h) for crisis keywords and automatically flags affected stocks:

Taiwan Conflict

Semiconductors (NVDA, AMD, TSM, INTC, etc.) → 30% confidence penalty

China Tensions

Tech/Consumer (AAPL, QCOM, NKE, SBUX, etc.) → 30% confidence penalty

Russia-Ukraine

Energy/Materials (XOM, CVX, MOS, CF, etc.) → 30% confidence penalty

Middle East

Oil/Defense (XOM, LMT, RTX, etc.) → 30% confidence penalty

Banking Crisis

Financials (JPM, BAC, WFC, C, etc.) → 30% confidence penalty

If a ticker is not in the affected list but its sector is exposed, applies a 15% confidence penalty.

Example Alert:

⚠️ SECTOR RISK: Tech supply chain and consumer market exposure (detected: china, tariff)

Breaking News Alerts (v4.0.0)

Scans Google News RSS for crisis keywords (war, recession, sanctions, disasters, etc.)

Displays up to 2 breaking news alerts in caveats (last 24 hours)

Uses 1-hour cache to avoid excessive API calls

Output Format

Default (text)

Concise buy/hold/sell signal with 3-5 bullet points and caveats

JSON

Structured data with scores, metrics, and raw data for further analysis

Limitations

Data freshness

Yahoo Finance may lag 15-20 minutes

Sentiment data staleness

:

Short interest data lags ~2 weeks (FINRA reporting schedule)

Insider trades may lag filing by 2-3 days

VIX term structure only updates during futures trading hours

Breaking news limitations (v4.0.0)

:

Google News RSS may lag by 15-60 minutes

Keyword matching may have false positives/negatives

Does not analyze sentiment, only detects keywords

1-hour cache means alerts may be slightly stale

Missing data

Not all stocks have analyst coverage, options chains, or complete fundamentals

Execution time

3-5s per stock with async parallel fetching and caching (shared indicators cached for 1h)

Disclaimer

All outputs include prominent "not financial advice" warning

US markets only

Non-US tickers may have incomplete data Error Handling The script gracefully handles: Invalid tickers → Clear error message Missing analyst data → Signal based on available metrics only API failures → Retry with exponential backoff, fail after 3 attempts