Us Stock Analyst Wkh

What This Skill Does

The US Stock Analyst (us-stock-analyst-wkh) is an advanced financial research agent designed to assist investors and analysts in conducting rigorous equity research. It provides a structured, objective framework for evaluating US-listed equities, ADRs, and ETFs. By processing user inputs regarding ticker symbols and specific analytical tasks—ranging from company snapshots to detailed valuation modeling—the skill generates comprehensive reports following a strictly mandated, multi-step output format. It focuses on risk-first analysis, ensuring that potential downsides and disconfirming evidence are prioritized, and utilizes at least two validation methods (such as relative valuation and scenario modeling) to ensure data-backed conclusions.

Installation

To integrate this skill into your environment, run the following command in your terminal or OpenClaw interface: clawhub install openclaw/skills/skills/jhryo25/us-stock-analyst-wkh

Use Cases

• Earnings Season Preparation: Generate quick previews of upcoming earnings reports to identify key metrics to watch.
• Investment Thesis Validation: Stress-test a bullish or bearish thesis by uncovering five distinct risks and their respective falsification markers.
• Portfolio Monitoring: Receive updates on catalysts for long-term holdings, ensuring your investment thesis remains intact over a 6-24 month horizon.
• Trade Planning: Build actionable trade setups including defined entry zones, stop-loss points, and position sizing guidelines based on specific risk profiles.
• Comparative Analysis: Use peer-ticker inputs to benchmark a target company against its sector competitors to identify valuation discrepancies.

Example Prompts

1. "Perform a valuation on NVDA for a 6-24m horizon. My risk profile is aggressive. Focus on AI datacenter growth drivers and include a DCF scenario analysis."
2. "I need an earnings review for AAPL. Compare their current service revenue growth against the last three quarters and list the top 3 risks to the bull case."
3. "Create a trade plan for MSFT. Use a conservative risk profile, provide specific entry zones and stop-loss levels, and identify upcoming catalysts for the next quarter."

Tips & Limitations

• Data Integrity: The skill will not fabricate data. If information is missing, it will explicitly state "Unknown / To be sourced." Provide your own data context (filings, news clippings) to improve the depth of analysis.
• Risk-First Focus: The agent is designed to challenge your bias. Always pay close attention to the 'Major Risks & Disconfirming Evidence' section; it is the most valuable part of the research output.
• Compliance: Remember that this skill is for research support only and does not constitute professional investment advice. Always verify critical data points against primary sources like SEC EDGAR filings.