stock-analyzer

Analyze stocks using yfinance data and SEC filings to generate PDF research reports and DCF Excel models.

Updated Apr 20, 2026
One-click install
npx skills add https://github.com/AmirEmad11/instabot --skill stock-analyzer-amiremad11
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: stock-analyzer
Source: https://github.com/AmirEmad11/instabot/tree/main/.local/secondary_skills/stock-analyzer
Command: npx skills add https://github.com/AmirEmad11/instabot --skill stock-analyzer-amiremad11

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires yfinance, fpdf2, openpyxl, matplotlib, pandas.

What problem does it solve? It automates the end-to-end workflow of equity research: pulling real financial data, running fundamental and technical analysis, and producing a professional sell-side style PDF report plus a formula-driven DCF Excel model, eliminating hours of manual data gathering and report formatting. ## Core Features & Use Cases - Fundamental & Technical Analysis: Pulls financials via yfinance, cross-references SEC EDGAR 10-K filings, and computes valuation multiples, quality red flags, SMAs, RSI, and insider/short-interest signals. - PDF Research Report: Generates a multi-page equity research PDF with fpdf2 including cover page, thesis, financials, valuation, technicals, risks, and mandatory disclaimers. - DCF Excel Model: Builds a five-sheet Excel workbook (DCF, sensitivity, scenarios, comparables, financial summary) using live Excel formulas so assumptions can be edited. - Use Case: Ask for an analysis of NVDA versus AMD and AVGO, and receive a cited PDF report with peer comparison charts plus an editable DCF model with sensitivity tables. ## Quick Start Analyze Tesla stock with peers GM, Ford, and Rivian and generate the PDF research report and DCF Excel model.

Frequently Asked Questions about stock-analyzer

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

FAQPage Schema
How do I analyze a stock with Python and yfinance?

Use yfinance Ticker objects to pull info, financials, balance sheet, cashflow, and one-year price history, then compute valuation multiples and technical indicators like 50/200 SMA and RSI in pandas. Cross-reference key figures with SEC EDGAR 10-K filings before reporting them.

How to generate a PDF equity research report in Python?

Use fpdf2 to build a multi-page PDF with a custom FPDF subclass handling headers, footers, and page breaks. Embed matplotlib charts as PNG images at 150 DPI and sanitize all text to latin-1 encoding to avoid Unicode errors.

Does the DCF Excel model use real formulas or hardcoded values?

All calculated cells use live Excel formulas referencing input cells, so changing assumptions like WACC or growth rates updates the implied share price, sensitivity table, and scenario prices automatically. Only assumption inputs are hardcoded in highlighted yellow cells.

What happens when yfinance returns no data for a ticker?

The workflow retries yfinance up to two times, then falls back to web search for the specific metric, and finally flags the value as data unavailable. Metrics are never fabricated, and missing values display as N/A in reports.

When should I not use this stock analysis skill?

Do not use it for tax-specific questions, personal budgeting, or insurance coverage decisions, which belong to dedicated skills. Its output is strictly informational and never constitutes investment advice or a recommendation to buy or sell securities.