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financial-analyst-v1

Generate stock analysis reports and USD 10,000 portfolio allocations via MCP server prompts.

1|Updated Oct 13, 2025
Search Tags:#analyze#stocks#mcp-server#technical-analysis#fundamental-analysis#portfolio-allocation
One-click install
npx skills add https://github.com/bsantanna/quaks --skill financial-analyst-v1
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-analyst-v1
Source: https://github.com/bsantanna/quaks/tree/main/plugins/quaks-agents/skills/financial-analyst-v1
Command: npx skills add https://github.com/bsantanna/quaks --skill financial-analyst-v1

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the creation of comprehensive stock analysis reports and portfolio allocations, reducing manual research time and ensuring consistent, decision-ready insights.

Core Features & Use Cases

  • Fundamental analysis: evaluates valuation metrics (P/E, forward P/E, P/B, ROE, margins) to gauge intrinsic value and profitability.
  • Technical analysis: computes RSI, MACD, EMA crossovers, and ADX to identify trend strength and entry/exit signals.
  • Portfolio allocation: generates a USD 10,000 allocation across requested tickers and shows scenario-based outcomes.
  • Flexible scope: analyzes single tickers or baskets and answers investment questions, including comparisons and valuation checks.

Quick Start

Provide a ticker or basket of tickers to generate a full fundamental and technical stock analysis with BUY/HOLD/SELL signals and a USD 10,000 allocation.

Frequently Asked Questions about financial-analyst-v1

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

FAQPage Schema
How do I automate stock analysis for a basket of tickers?▼

Stock analysis for multiple tickers is automated by providing a basket of symbols to generate fundamental valuation checks, technical indicators, and portfolio allocation guidance in a formatted HTML report.

What technical indicators are included in a comprehensive stock analysis?▼

Comprehensive stock analysis includes RSI, MACD, EMA crossovers, and ADX technical indicators to identify trend strength and generate actionable entry and exit signals.

Can I get portfolio allocation guidance across multiple stocks?▼

Portfolio allocation guidance generates a USD 10,000 distribution across requested tickers and shows scenario-based outcomes suitable for investment decisions and review.

How does fundamental analysis evaluate stock valuation?▼

Fundamental analysis evaluates intrinsic value and profitability by checking valuation metrics including P/E, forward P/E, P/B, ROE, and margins.

Does stock analysis output include actionable trading signals?▼

Stock analysis outputs include formatted HTML reports containing actionable BUY, HOLD, or SELL signals based on combined fundamental and technical indicator results.

What's the best way to compare multiple stocks for investment decisions?▼

Comparing multiple stocks is handled by analyzing a basket of tickers to answer investment questions, perform valuation checks, and output decision-ready allocation guidance.

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