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Analyze

Generate a Markdown technical analysis report for portfolio holdings.

8|2|Updated Jan 6, 2026
Search Tags:#markdown#portfolio#report#analyze#stock#akshare
One-click install
npx skills add https://github.com/RaoHai/ClaudeQuant --skill analyze-raohai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Analyze
Source: https://github.com/RaoHai/ClaudeQuant/tree/main/.claude/skills/analyze
Command: npx skills add https://github.com/RaoHai/ClaudeQuant --skill analyze-raohai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, akshare, python-dotenv.

What problem does it solve?

This skill automates the generation of a complete technical analysis report for all current holdings, streamlining portfolio reviews and decision-making.

Core Features & Use Cases

  • Generates a unified report that includes real-time quotes, per-stock indicators (MA, MACD, RSI, Bollinger Bands), and buy/sell signals.
  • Produces a timestamped Markdown report in the reports/ directory and maintains a latest.md shortcut for quick access.
  • Suitable for end-of-day reviews, ad-hoc analyses, or performance comparisons across holdings.

Quick Start

  • Ensure your environment has Python 3.9+ and the required libraries installed (pandas, numpy, akshare, python-dotenv).
  • Configure your portfolio symbols in .env (PORTFOLIO_SYMBOLS=600519,000858,601318).
  • Run the Analyze script, e.g. ./analyze or python3 cli.py analyze, to generate the report.

Frequently Asked Questions about Analyze

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a technical analysis report for my stock portfolio?▼

To generate a stock portfolio technical analysis report, configure your symbols in the .env file and run the analyze script. It fetches real-time quotes via akshare, calculates MA, MACD, RSI, and Bollinger Bands, then outputs a consolidated Markdown report.

How do I configure holdings symbols for automated portfolio analysis?▼

You configure holdings symbols for portfolio analysis by adding the PORTFOLIO_SYMBOLS variable to your .env file. Provide a comma-separated list of stock codes like 600519,000858,601318 so the script can fetch data for each asset.

What technical indicators are included in a generated holdings analysis report?▼

A generated holdings analysis report includes per-stock technical indicators such as Moving Averages, MACD, RSI, and Bollinger Bands. It also provides real-time quotes and buy/sell signals to support portfolio review and decision-making.

Do I need Python 3.9 and akshare to run portfolio analysis scripts?▼

Yes, you need Python 3.9+ along with pandas, numpy, akshare, and python-dotenv to run the portfolio analysis script. These libraries handle data fetching, numerical calculations, and environment variable loading for report generation.

Where does the generated Markdown analysis report get saved?▼

The generated Markdown analysis report is saved as a timestamped file in the reports/ directory. The script also updates a latest.md symlink to provide quick access to the most recently generated portfolio overview.

Can I use this for end-of-day portfolio reviews and ad-hoc stock analysis?▼

Yes, you can use this for end-of-day portfolio reviews and ad-hoc stock analysis. It generates per-asset insights and a consolidated overview on demand, making it suitable for performance comparisons across current holdings.

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