investment-analyst - Analyze stocks, options, ETFs, and macro markets
Provides data-driven fundamental, technical, options, sector, macro, portfolio, and tactical analysis for US and European markets.
Tags
Updated: 2026-10-01Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Analyze stock fundamentals
- Calculate DCF valuations
- Interpret technical indicators
- Evaluate options strategies
- Assess macro conditions
- Compare securities
- Scan market opportunities
- Review portfolios
- Track investment theses
- Research filings and news
Inputs
- Ticker symbols
- Market and exchange
- Investment question
- Investment horizon
- Portfolio holdings
- Watchlist symbols
- Market theme
- Alpaca API credentials
- Web research access
Outputs
- Investment analysis
- Valuation estimates
- Technical assessments
- Options strategy analysis
- Macro outlooks
- Portfolio reviews
- Opportunity scans
- Exit timing frameworks
- Research summaries
Requirements
- Python and uv
- Internet access
- yfinance dependencies
- Alpaca credentials for real-time data
- Exa or Tavily access for web research