Market research

Skill erhwenkuo/stock_skills/.claude/skills/market-research

An undervalued stock screening system. Screens for undervalued stocks across 60+ regions using the Yahoo Finance API (yfinance). Runs as Claude Code Skills — just speak in natural language and the right function executes automatically.

Install

npx -y skills add erhwenkuo/stock_skills --skill market-research

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

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What its author says it does

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Deep research on stocks, industries, markets, and business models. Integrates Grok API (X/Web search) and yfinance for multi-angle analysis reports.

SKILL.md

4.8 KB, as published. Nobody here has run it

Deep Research Skill

Parse $ARGUMENTS to determine research type and target, then run the following command.

Execution Command

python3 /Users/kikuchihiroyuki/stock-skills/.claude/skills/market-research/scripts/run_research.py <command> <target>

Natural Language Routing

For natural language → skill selection, see .claude/rules/intent-routing.md.

Output by Research Type

stock (stock research)

Basic info + valuation (yfinance)
Latest news (yfinance)
X sentiment (Grok API)
Deep analysis: news, earnings catalysts, analyst views, competitive comparison (Grok API)

industry (industry research)

Trends, key players, growth drivers, risks, regulatory landscape (Grok API)

market (market overview)

Price movement, macro factors, sentiment, notable events, sector rotation (Grok API)

business (business model analysis)

Business overview (how the company makes money)
Business segment breakdown (segment names, revenue share, overview)
Revenue model (recurring/transactional/subscription, etc.)
Competitive advantages (entry barriers, brand, technology, moat)
Key KPIs (metrics investors should focus on)
Growth strategy (mid-term business plan, M&A, new businesses)
Business risks (structural risks, dependencies)

About the APIs

Grok API

Only uses Grok API when XAI_API_KEY environment variable is set
When not set, generates report from yfinance data only (for stock)

2-Layer Structure

Layer 1 (yfinance): Always available (fundamentals, price data)
Layer 2 (Grok API): When XAI_API_KEY is set (X posts, web search for deep analysis)

industry / market / business require Layer 2. Displays a message when not set

API Status Summary (KIK-431)

Displays Grok API status at the end of each report:

Status	Display
Normal	✅ OK
Not set	🔑 Not set — Set XAI_API_KEY to enable
Auth error	❌ Auth error (401) — Check your XAI_API_KEY
Rate limit	⚠️ Rate limited (429) — Wait and retry
Timeout	⏱️ Timeout — Check network connection
Other error	❌ Error — Check stderr for details

Output Supplement

After displaying the script output as-is, Claude should add:

For stock

Check consistency between fundamentals data and Grok research
Point out any divergence between value score and market sentiment
Add additional context relevant to investment decisions

For industry

Supplement Japan-specific circumstances (regulatory environment, entry barriers, etc.)
Suggest related stock screening (/screen-stocks integration)

For market

Estimate impact on portfolio (/stock-portfolio integration)
Mention comparable past cases if available

For business

Consider relationship between segment composition and stock valuation
Revenue model sustainability (recurring is stable, transactional has higher cyclicality, etc.)
Confirm whether competitive advantages appear in actual financial metrics (ROE, margins, etc.)
Supplement fundamentals consistency using /stock-report results

Execution Examples

# Stock research
python3 .../run_research.py stock 7203.T
python3 .../run_research.py stock AAPL

# Industry research
python3 .../run_research.py industry semiconductors
python3 .../run_research.py industry "Electric Vehicles"

# Market research
python3 .../run_research.py market nikkei
python3 .../run_research.py market "S&P500"

# Business model analysis
python3 .../run_research.py business 7751.T
python3 .../run_research.py business AAPL

Knowledge Integration Rules (KIK-466)

When get_context.py output contains the following, integrate with research results:

Relation to held stocks: If the research target sector includes PF holdings, "7203.T is affected → health check recommended"
Past research (SUPERSEDES): Compare with previous research on the same target. "2 weeks ago: neutral sentiment → now: slightly bullish"
Investment notes: If there are concerns or thesis for the target stock, cross-check with research results and suggest updates
Watchlist: If the research target is on the watchlist, add context: "Watching → material for buy timing decision"

Prompting to Record Analysis Conclusions

When a response for stock/business/industry research contains specific investment opinions or thesis-level conclusions:

💡 This analysis has not yet been recorded as an investment note. Would you like to record it as a thesis or concern?