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stock-analyzer

Generate professional PDF equity research reports with valuation, charts, and citations.

Updated Apr 1, 2026
Search Tags:#stock analysis#technical analysis#valuation#fundamental analysis#equity research#yfinance#fpdf2
One-click install
npx skills add https://github.com/koya-alt/Catalyst --skill stock-analyzer-koya-alt
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: stock-analyzer
Source: https://github.com/koya-alt/Catalyst/tree/main/local/secondary_skills/stock-analyzer
Command: npx skills add https://github.com/koya-alt/Catalyst --skill stock-analyzer-koya-alt

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill removes the manual, error-prone work of assembling a sell-side style equity research report by automating data collection, verification, charting, valuation, and PDF production so users receive a traceable, professional research note quickly.

Core Features & Use Cases

  • Comprehensive Data Pulls: Automated fundamentals, historical prices, institutional/insider activity, and SEC filings using yfinance and EDGAR lookups.
  • Valuation & Quality Checks: Computes P/E, PEG, EV/EBITDA, FCF yield and practitioner red-lines (debt/EBITDA, margin compression, stock-based comp).
  • Technical Context & Charts: Generates 50/200 SMA overlays, RSI, volume analysis, and multiple matplotlib charts saved for embedding.
  • Primary Deliverable: Produces a polished, multi-page PDF research report via fpdf2 with mandatory disclaimers and investor-profile options; optional Excel model or web dashboard only when explicitly requested.
  • Compliance & Research Hygiene: Mandates cross-checking yfinance figures with SEC filings and loading a deep-research agent for web verification; timestamps and source citations for every external data point.
  • Use Case Example: Produce a one-stock initiation note on AAPL with peer comparables, a DCF summary, technical charts, and a final PDF containing full source citations.

Quick Start

Analyze AAPL and produce a professional PDF research report including valuation, technicals, peer comparison, key catalysts, and full source citations.

Frequently Asked Questions about stock-analyzer

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

FAQPage Schema
How do I generate a professional PDF equity research report from yfinance data?▼

You can generate a professional PDF equity research report by automating yfinance data collection, SEC EDGAR cross-checks, matplotlib charting, and fpdf2 document assembly to produce a traceable, multi-page research note with full source citations.

What is included in an automated stock analysis and valuation workflow?▼

An automated stock analysis workflow includes fundamental data pulls, P/E and EV/EBITDA valuation checks, 50/200 SMA technical overlays, institutional activity tracking, and mandatory SEC filing verification for comprehensive equity research.

Can I cross-check yfinance fundamentals with SEC filing data?▼

Yes, you can cross-check yfinance fundamentals with SEC filing data. The workflow mandates loading SEC EDGAR lookups and a deep-research agent to verify external figures, ensuring research hygiene by timestamping and citing every data point.

How do I add technical analysis charts to a stock research PDF?▼

You add technical analysis charts to a stock research PDF by generating 50/200 SMA overlays, RSI, and volume analysis using matplotlib, then saving the charts as images for fpdf2 PDF embedding alongside valuation metrics.

Does the equity research PDF support peer comparison and DCF summaries?▼

Yes, the equity research PDF supports peer comparison and DCF summaries. It handles single-stock deep dives, sector-level screening, and peer comparables alongside practitioner red-lines like debt/EBITDA and margin compression checks.

What are the limitations of using yfinance for automated equity research?▼

A key limitation of using yfinance for automated equity research is potential data discrepancy, which is why mandatory SEC EDGAR cross-checks and a deep-research agent are required to verify figures, maintain research hygiene, and timestamp sources.

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