xvary-stock-research

XVARY Stock Research Skill

Use this skill to produce institutional-depth stock analysis in Claude Code using public EDGAR + market data.

When to Use

• Use when you need a verdict-style equity memo (constructive / neutral / cautious) grounded in public filings and quotes.
• Use when you want named kill criteria and a four-pillar scorecard (Momentum, Stability, Financial Health, Upside) without a paid data terminal.
• Use when comparing two tickers with /compare and need a structured differential, not a prose-only chat answer.

Commands

/analyze {ticker}

Run full skill workflow:

1. Pull SEC fundamentals and filing metadata from tools/edgar.py.
2. Pull quote and valuation context from tools/market.py.
3. Apply framework from references/methodology.md.
4. Compute scorecard using references/scoring.md.
5. Output structured analysis with verdict, pillars, risks, and kill criteria.

/score {ticker}

Run score-only workflow:

1. Pull minimum required EDGAR and market fields.
2. Compute Momentum, Stability, Financial Health, and Upside Estimate.
3. Return score table + short interpretation + top sensitivity checks.

/compare {ticker1} vs {ticker2}

Run side-by-side workflow:

1. Execute /score logic for both tickers.
2. Compare conviction drivers, key risks, and valuation asymmetry.
3. Return winner by setup quality, plus condi