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JoelLewis
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equities

Calculate equity valuation metrics and factor exposures with Python scripts.

164|33|Updated Feb 15, 2026
Search Tags:#portfolio#factor models#valuation#stocks#sector analysis#equities#CAPM
One-click install
npx skills add https://github.com/JoelLewis/finance_skills --skill equities
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: equities
Source: https://github.com/JoelLewis/finance_skills/tree/main/plugins/wealth-management/skills/equities
Command: npx skills add https://github.com/JoelLewis/finance_skills --skill equities

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires numpy, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps you understand and analyze individual stocks, equity indices, and portfolios by providing tools for valuation, factor exposure, and sector analysis.

Core Features & Use Cases

  • Valuation: Calculate metrics like P/E ratio, PEG ratio, and expected returns using CAPM.
  • Factor Analysis: Determine a stock or portfolio's sensitivity to market, size, and value factors.
  • Sector Analysis: Assess portfolio concentration and active weights against a benchmark.
  • Use Case: You want to understand if a stock is overvalued based on its earnings growth. Use this skill to calculate its PEG ratio.

Quick Start

Calculate the CAPM expected return for a stock with a beta of 1.2, a risk-free rate of 4%, and an expected market return of 10%.

Frequently Asked Questions about equities

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

FAQPage Schema
How do I calculate expected stock returns using CAPM in Python?▼

Calculate CAPM expected returns by inputting a stock's beta, the risk-free rate, and expected market return into the provided Python scripts to quantify equity risk premiums.

How do I calculate the PEG ratio to check if a stock is overvalued?▼

Calculate the PEG ratio by dividing the P/E ratio by the earnings growth rate, enabling you to determine if a stock is overvalued based on its earnings growth.

Can I use Python scripts for factor exposure analysis on an equity portfolio?▼

Yes, you can use the Python scripts to determine a stock or portfolio's sensitivity to market, size, and value factors for quantitative factor exposure analysis.

Does this equity analysis skill require external financial data feeds?▼

No, it operates using local Python scripts with numpy for mathematical calculations, requiring manual input of financial metrics rather than live external data feeds.

What is the best way to assess portfolio concentration against a benchmark?▼

Assess portfolio concentration by calculating active weights against a benchmark using the sector analysis frameworks to evaluate sector classification and allocation deviations.

How do I calculate EV/EBITDA and Gordon Growth Model valuations?▼

Calculate Gordon Growth Model and EV/EBITDA valuations by running the provided Python scripts to estimate intrinsic stock value based on cash flow and earnings mechanics.

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