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investment-analysis

Analyze stocks and funds with fundamentals, technicals, and risk controls.

2|2|Updated Apr 16, 2026
Search Tags:#investment#risk-management#analyze#stocks#technical-analysis#funds#fundamental-analysis
One-click install
npx skills add https://github.com/huidge/hermes-skills --skill investment-analysis-huidge
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: investment-analysis
Source: https://github.com/huidge/hermes-skills/tree/main/research/investment-analysis
Command: npx skills add https://github.com/huidge/hermes-skills --skill investment-analysis-huidge

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Investors often struggle to synthesize macro, sector, and company signals into a coherent, actionable investment view. This Skill provides a structured framework to analyze stocks and funds, combining fundamentals with technicals to inform decisions.

Core Features & Use Cases

  • Fundamental analysis: evaluate ROE, growth, valuation against peers.
  • Technical analysis: integrate MACD, RSI, moving averages, and volume signals.
  • Portfolio guidance: generate asset allocation and risk controls for a diversified plan.
  • Use Case: a portfolio manager assesses a new position and decides position size and risk exposure.

Quick Start

Provide a comprehensive investment analysis for a given ticker or fund, including fundamentals, technicals, risk, and allocation.

Frequently Asked Questions about investment-analysis

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

FAQPage Schema
How do I analyze a stock using both fundamental and technical analysis?▼

Stock analysis combines fundamentals like ROE and valuation with technicals like MACD and RSI. This framework synthesizes company financials, moving averages, and volume signals to generate actionable buy or hold decisions.

What is the best way to evaluate fund risk and asset allocation for a portfolio?▼

Evaluating fund risk involves assessing macroeconomic context and sector dynamics to optimize asset allocation. This process generates diversified portfolio guidance with explicit risk controls and decision thresholds for position sizing.

Can I use technical indicators to decide when to buy or allocate a stock position?▼

Yes, technical indicators directly inform buy and allocate actions. The analysis integrates MACD, RSI, moving averages, and volume signals alongside fundamental valuation benchmarks to trigger explicit position entry decisions.

How do you value a company against its peers for investment analysis?▼

Investment analysis evaluates company fundamentals by comparing ROE, growth metrics, and valuation against industry peers. This establishes explicit screening criteria and decision thresholds to guide a buy, hold, or allocate action.

Does this stock analysis framework work for individual investors and portfolio managers?▼

Yes, the framework suits both individual investors and portfolio managers. It provides a repeatable structure covering macroeconomic context, company fundamentals, risk management, and portfolio optimization to guide position sizing and exposure.

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