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mahmutademm/investment-analyst

v0.2.0MIT

Top-down equity research skills: macro cycle and sector rotation (macro-analysis), sub-industry screening (sector-screening), 10-K deep dives with earnings-quality, credit and valuation workbooks (pick-the-stock), and position tracking (portfolio-review), backed by a Python toolkit (FRED, Yahoo Finance, SEC EDGAR) and Excel. The user makes every decision. Start with investment-setup.

sector-screening

Mechanical, peer-relative screening of the sub-industries chosen in macro-analysis (valuation, quality, estimate revisions, momentum, balance sheet, forensic flags), followed by a sourced "why is it cheap?" news check on the top names (temporary vs structural, catalyst inside 6 months). Produces Screen_<key>_<date>.xlsx. The user picks the 3-4 stocks for the deep dive. Use for "screen <sub-industry>", "find candidates in <sector>", "which stocks in medical devices". Takes optional sub-industry keys.

License
MIT
Compatibility
Needs Python 3.10+ and internet access; run the investment-setup skill first.
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