Skill: terrycarter1985/us-stock-financial-analyzer (version 1.2.0)

--- name: us-stock-financial-analyzer description: > Automated financial indicator analysis for S&P 500 and NASDAQ stocks. Score and rank stocks by weighted financial health metrics (PE, PB, ROE, debt/equity, revenue growth, net margin, current ratio, dividend yield). Detect red flags and generate sector-level rankings. Use when: (1) analyzing stock financial health from CSV/JSON data, (2) comparing stocks across S&P 500 or NASDAQ, (3) generating financial screening reports, (4) identifying high-risk stocks by red-flag count, (5) ranking sectors by average financial score, (6) configuring Feishu/Lark document permissions for financial reports. --- # US Stock Financial Analyzer Analyze S&P 500 and NASDAQ stock financial data with weighted scoring, red-flag detection, and sector rankings. ## Quick Start 1. Prepare input data (CSV or JSON) with required fields. See [references/indicators.md](references/indicators.md) for schema. 2. Run analysis: ```bash python3 scripts/analyze_financials.py data.csv --output markdown --index all ``` 3. For JSON output (pipeline integration): ```bash python3 scripts/analyze_financials.py data.json --format json --output json --index sp500 ``` ## Input Format CSV example: ```csv ticker,name,sector,index,market_cap,pe_ratio,pb_ratio,roe,debt_to_equity,revenue_growth,net_margin,current_ratio,dividend_yield AAPL,Apple Inc.,Technology,nasdaq,2800000000000,28.5,45.2,0.147,1.76,0.08,0.25,0.93,0.006 ``` JSON example: ```json [{"ticker":"MSFT","name":"Microsoft Corp.","sector":"Technology","index":"sp500","market_cap":2600000000000,"pe_ratio":32,"pb_ratio":11.5,"roe":0.38,"debt_to_equity":0.42,"revenue_growth":0.12,"net_margin":0.34,"current_ratio":1.77,"dividend_yield":0.008}] ``` ## Analysis Workflow 1. **Load data** — CSV or JSON, auto-detected by file extension 2. **Filter by index** — `--index sp500|nasdaq|all` 3. **Score each stock** — weighted metrics normalized to 0–100 4. **Detect red flags** — PE>35, D/E>1.5, low ROE, negative growth, current ratio<1 5. **Rank sectors** — average score by GICS sector 6. **Output** — Markdown report or structured JSON ## Scoring Model 8 metrics weighted by financial significance. ROE gets highest weight (20%); dividend yield lowest (5%). See [references/indicators.md](references/indicators.md) for full thresholds and scoring logic. ## Feishu Permission Configuration When sharing reports via Feishu, apply minimum access: 1. Default to **owner-only** on new documents 2. Share with named individuals (not groups) unless approved 3. Grant `view` first; `edit` only with justification 4. Set `organization-internal` link type by default 5. Disable `allow_share` for external collaborators 6. Set access expiry for cross-org sharing See [references/indicators.md](references/indicators.md) for the full permission matrix. ## Data Sources Recommended free sources: SEC EDGAR, Yahoo Finance (yfinance), Financial Modeling Prep, Alpha Vantage. See [references/indicators.md](references/indicators.md) for URLs and details.


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)