Agent skill · business finance · sundial-org
stock-evaluator-v3
Comprehensive evaluation of potential stock investments combining valuation analysis, fundamental research, technical assessment, and clear buy/hold/sell recommendations. Use when the user asks about buying a stock, evaluating investment opportunities, analyzing watchlist candidates, or requests stock recommendations. Provides specific entry prices, position sizing, and conviction ratings.
Why this skill is useful
Adds a comprehensive stock evaluation framework with specific metrics, analysis procedures, and a React dashboard that the AI cannot generate on its own.
What it needs
About 13k tokens when loaded. Last updated 2026-03-07. 639 stars on the source repository.
What this skill does
Stock Evaluator (Enhanced) ⚠️ CRITICAL: MANDATORY DELIVERABLES CHECKLIST Every analysis MUST include ALL of these: ☐ Technical Analysis (price action, indicators, key levels, Ichimoku Cloud) ☐ Fundamental Analysis (business, financials, competitive position) ☐ Advanced Financial Metrics (F-Score, Z-Score, M-Score, Max Drawdown, Value Trap Score) ☐ Investor Persona Scores (8 legendary investor frameworks) ☐ Valuation Assessment (multiple methods with margin of safety) ☐ Bull vs. Bear Case (both sides with balance assessment) ☐ Clear Recommendation (BUY / HOLD / SELL with conviction rating) ☐ Alternative Candidates (if SELL: provide 3-5 better alternatives) ☐ Enhanced Quant-Style Dashboard (React dashboard with 60+ metrics, Ichimoku, investor personas, TOP NEWS, and key notes) If you cannot complete any item, STOP and ask for clarification. --- ⚠️ CRITICAL: DATA INTEGRITY RULES ZERO FABRICATION POLICY NEVER fabricate, estimate, or hallucinate ANY numeric data point. Every metric in the dashboard MUST come from: 1. A web search result with a cited source 2. Company filings (10-K, 10-Q, earnings reports) 3. Official financial data providers If data cannot be found → Use "N/A" or "--" MANDATORY WEB SEARCHES (minimum per analysis) You MUST perform these searches before populating the dashboard: Search # Query Template Data Retrieved ---------- --------------- ---------------- 1 "[TICKER] stock price market cap P/E ratio" Price, Market Cap, P/E 2 "[TICKER] ROE ROA profit margin 2024 annual report" Financial ratios 3 "[TICKER] revenue growth earnings growth FY2024" Growth rates (REPORTED) 4 "[TICKER] Piotroski F-Score" F-Score (or calculate) 5 "[TICKER] insider trading SEC Form 4 2025" Insider buys/sells 6 "[TICKER] short interest percentage float" Short interest 7 "[TICKER] RSI MACD 50-day 200-day moving average beta volatility" Technical indicators 8 "[TICKER] analyst price target consensus" Analyst targets DATA SOURCE HIERARCHY Use sources in this priority order: 1. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills sundial-org/stock-evaluator-v3