investment-analyst

Combine market, macro, and fundamental data into investment research workflows.

Updated Mar 9, 2026
One-click install
npx skills add https://github.com/hheydaroff/common-agent-skills --skill investment-analyst-hheydaroff
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: investment-analyst
Source: https://github.com/hheydaroff/common-agent-skills/tree/main/skills/investment-analyst
Command: npx skills add https://github.com/hheydaroff/common-agent-skills --skill investment-analyst-hheydaroff

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill addresses the challenge of synthesizing complex financial data and market signals into actionable investment insights, enabling informed decision-making.

Core Features & Use Cases

  • Data Integration: Fetches real-time market, macroeconomic, and fundamental data via scripts like market_data.py and macro_data.py.
  • Research Frameworks: Guides users through systematic research methods such as bear-case analysis, exit strategies, and phase assessment.
  • Scenario Modeling: Provides structured templates for valuation, technical analysis, and opportunistic scanning — for example, evaluating a stock’s intrinsic value and technical momentum before buying.
  • Use Case: Analyzing a stock for potential investment, including deep dives into earnings reports, macro trends, and risk factors, all formatted into comprehensive reports.

Quick Start

Run the /invest deep AAPL command to initiate a full analysis of Apple Inc. incorporating fundamental, technical, and macroeconomic signals.

Frequently Asked Questions about investment-analyst

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

FAQPage Schema
How do I combine fundamental and technical analysis for comprehensive investment research?

You can perform a full stock analysis by running the `/invest deep [ticker]` command, which sources real-time market data via scripts like `market_data.py` and evaluates fundamental, technical, and macroeconomic signals to produce comprehensive investment reports.

How does scenario modeling handle bear-case evaluation and exit strategies?

Scenario modeling handles bear-case evaluation and exit strategies by providing structured research frameworks and templates that guide systematic risk assessment, phase evaluation, and disciplined portfolio management to minimize emotional biases.

Do I need Python data libraries like pandas and numpy for market research workflows?

Yes, you need Python data libraries like pandas and numpy for market research workflows, as the Skill utilizes these dependencies within scripts like `macro_data.py` to fetch, process, and synthesize complex financial data into actionable insights.

What is the best way to analyze macro trends and risk factors for a stock?

The best way to analyze macro trends and risk factors is using structured guidelines that evaluate macroeconomic data and bear-case scenarios, ensuring disciplined portfolio management and improved timing while minimizing emotional biases.

Can I use this approach for opportunistic scanning and valuation modeling?

Yes, you can use this approach for opportunistic scanning and valuation modeling, as it provides structured templates for evaluating a stock’s intrinsic value, assessing technical momentum, and scanning for investment opportunities.