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stock-analyzer

Analyze financials, technicals, and risks into a PDF report and DCF workbook.

Updated Apr 14, 2026
Search Tags:#technical-analysis#yfinance#pdf-report#stock-analysis#fundamental-analysis#equity-research#dcf-model
One-click install
npx skills add https://github.com/NS-Vandana/Med-Save-Hub --skill stock-analyzer-ns-vandana
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: stock-analyzer
Source: https://github.com/NS-Vandana/Med-Save-Hub/tree/main/secondary_skills/stock-analyzer
Command: npx skills add https://github.com/NS-Vandana/Med-Save-Hub --skill stock-analyzer-ns-vandana

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill removes the time-consuming, error-prone work of compiling sell-side style equity research by automating data pulls, validation, charting, valuation, and deliverable generation so users get a reproducible, citation-backed PDF research report and companion DCF model.

Core Features & Use Cases

  • End-to-end equity research: pull fundamentals and price history, compute SMAs/RSI, build peer comparables, and synthesize an investment thesis.
  • Primary deliverables: professional multi-page PDF research report (fpdf2) and an editable DCF Excel model (openpyxl) generated in parallel.
  • Robust data sourcing & validation: yfinance with retry logic, SEC EDGAR cross-checks, web research for news/analyst reports, and explicit "data unavailable" flags.
  • Optional investor profiling: tailor language, suitability tags, and suggested allocations if the user opts in.
  • Compliance-first output: automatic cover-page disclaimer, final-page legal disclaimer, and language guardrails to avoid directive investment advice.
  • Use Case: produce a single-stock initiation note with valuation, bull/bear cases, catalysts, technical context, and a peer comparison table, or run a multi-company thematic screen with consistent comparables.

Quick Start

Ask the skill to analyze a ticker (for example, "Analyze AAPL and produce a professional PDF research report with valuation, peer comparison, and a companion 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 generate a professional PDF stock research report with DCF valuation?▼

An automated equity research workflow pulls financials and price history, computes technicals, builds peer comparables, and runs a DCF valuation. It outputs a multi-page PDF research report alongside an editable DCF Excel workbook for comprehensive single-stock analysis.

Can I cross-check yfinance data with SEC EDGAR filings for equity research?▼

The workflow fetches fundamentals using yfinance with retry logic, validates figures against SEC EDGAR filings, and explicitly flags any unverified or unavailable data in the final PDF research report to ensure citation-backed accuracy.

Does the DCF Excel model include technical indicators and peer comparison analysis?▼

The DCF Excel model focuses on valuation, while the companion PDF report includes technical indicators like SMAs and RSI alongside peer comparison analysis. Both deliverables are generated in parallel to provide a complete equity research package.

What is the best way to automate sell-side style equity research for multiple tickers?▼

The best way to automate sell-side style equity research is running a multi-company thematic screen. This approach applies consistent comparables, DCF valuation, and technical analysis across multiple tickers to produce standardized PDF research reports.

How do you handle unavailable or unverified financial data in a stock analysis report?▼

When financial data is unavailable or unverified, the stock analysis report explicitly flags it. The workflow uses yfinance retries, SEC EDGAR cross-checks, and web research, ensuring the final PDF contains compliance-first disclaimers and transparent data quality markers.

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