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trading-analysis

Generate professional investment reports for stocks and ETFs. Use when user requests market analysis, investment reports, stock analysis, or trading recommendations for financial instruments (SPY, AAPL, TSLA, etc.). Creates institutional-grade reports with technical indicators, AI-powered insights, charts, and investment recommendations.

27stars5forksUpdated 6/5/2026

Security Assessment

Safe(90/100)

Detected risks:

Sensitive File Access([SKILL.md] .env)
Security Score90/100

About trading-analysis

The trading-analysis skill is designed to generate professional investment reports for stocks and ETFs, addressing the need for timely and comprehensive market insights. It solves the problem of manually compiling technical data, performing market analysis, and creating visualizations for investment decision-making. By leveraging real-time market data and AI-powered insights, this skill streamlines the process of producing institutional-grade reports, enabling investors, analysts, and financial professionals to quickly access actionable intelligence without the complexity of traditional data aggregation methods.

The skill offers a range of features and capabilities that make it a powerful tool for financial analysis. It downloads real-time market data from Yahoo Finance and calculates over ten technical indicators, including RSI, MACD, moving averages, and Bollinger Bands. Using Claude AI, it provides nuanced market analysis and sentiment insights. The skill generates four types of high-resolution charts—price, indicators, volatility, and a summary dashboard—and produces comprehensive reports in Markdown format. Additionally, structured JSON data is exported for programmatic use, allowing integration with other tools or automated workflows. The reports include executive summaries, technical analysis, AI-driven insights, investment recommendations, and risk assessments, all presented in a client-ready format with 300 DPI charts suitable for print.

This skill is intended for professional investors, financial analysts, portfolio managers, and institutional clients who require detailed market reports for decision-making, client presentations, or portfolio reviews. Typical use cases include generating investment reports for specific symbols, analyzing market conditions with technical indicators, obtaining AI-powered trading recommendations, performing comparative analysis across multiple securities, and creating high-quality visual reports. It is particularly useful for those who need rapid, reliable, and standardized investment documentation that combines quantitative metrics with AI-driven market intelligence.

FAQ

What input is required to generate a report?

At minimum, the skill requires a stock or ETF symbol (e.g., SPY, AAPL, TSLA). Optional inputs include client name, custom report title, and historical data period.

Which data sources and AI models does the skill use?

The skill retrieves market data from Yahoo Finance and leverages Claude 3.7 Sonnet for AI-powered analysis. The AI model is configurable if needed.

What formats are the reports and charts generated in?

Reports are produced in Markdown format, structured data is exported as JSON, and charts are generated as 300 DPI PNG images suitable for print.

Are there any prerequisites for using this skill?

Yes, a valid Anthropic API key in the .env file and an active internet connection are required to access market data and AI analysis.

Does the skill provide financial advice?

No. All reports include disclaimers stating that the content is informational, not financial advice, and users should consult qualified financial advisors.

All Files

2 files
metadata.json0.5 KB
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SKILL.md3.9 KB
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Install trading-analysis

Download and extract the skill files to your .claude/skills/ directory.

Quick Setup:

  1. Copy the skill folder to .claude/skills/
  2. Claude will automatically detect and use the skill