Does it help identify risky stocks?

Absolutely. It features a 'Sharp Edges' system designed to detect value traps, earnings quality issues, and common accounting red flags like inventory turnover drops.

Is this tool a substitute for financial advice?

No, this skill is for educational and analytical purposes. It provides data-driven insights, but users should always consult a professional advisor before making investment decisions.

What does the Investment Analysis skill do?

It provides Claude with domain-specific knowledge to perform stock research, interpret financial statements, and calculate company valuations using professional frameworks.

Can Claude perform DCF valuation with this skill?

Yes, the skill includes logic for Discounted Cash Flow (DCF) modeling, including FCF forecasting, terminal value calculation, and WACC discounting.

Investment Analysis & Financial Valuation

Name: Investment Analysis & Financial Valuation
Author: miles990

bymiles990

•

データサイエンスとML

Performs professional-grade stock analysis, financial statement interpretation, and intrinsic company valuations.

概要

This skill transforms Claude into a sophisticated financial analyst capable of conducting deep fundamental research. It provides structured frameworks for interpreting the 'three financial statements,' calculating critical ratios like ROE and PEG, and performing advanced valuations using Discounted Cash Flow (DCF) and DuPont analysis. Beyond just numbers, the skill incorporates qualitative assessments such as Porter's Five Forces and Moat Analysis, while proactively alerting users to 'Sharp Edges' like value traps, earnings quality issues, and psychological biases in investment decision-making.

主な機能

Comprehensive financial ratio analysis (Profitability, Valuation, and Solvency)
Qualitative strategic frameworks like Porter's Five Forces and Moat Analysis
Intrinsic valuation modeling including DCF and Relative Valuation (P/E, P/B, PEG)
DuPont analysis to identify the drivers of Return on Equity
1 GitHub stars
Detection of financial 'Red Flags' such as revenue/cash flow divergence

ユースケース

Screening and comparing stocks within a specific industry for undervalued opportunities
Performing due diligence on potential investments to identify value traps and accounting risks
Analyzing quarterly and annual financial reports to assess company health

概要

主な機能

Comprehensive financial ratio analysis (Profitability, Valuation, and Solvency)
Qualitative strategic frameworks like Porter's Five Forces and Moat Analysis
Intrinsic valuation modeling including DCF and Relative Valuation (P/E, P/B, PEG)
DuPont analysis to identify the drivers of Return on Equity
1 GitHub stars
Detection of financial 'Red Flags' such as revenue/cash flow divergence

ユースケース

Screening and comparing stocks within a specific industry for undervalued opportunities
Performing due diligence on potential investments to identify value traps and accounting risks
Analyzing quarterly and annual financial reports to assess company health