A structured equity analysis tool that scores and ranks stocks using a comprehensive fundamental playbook.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install fundamental-stock-analysis
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install fundamental-stock-analysis using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Fundamental Stock Analysis?
The Fundamental Stock Analysis skill is a high-performance module designed for Openclaw Skills to automate the rigorous process of equity research. It employs a structured scoring playbook that evaluates companies based on business quality, balance-sheet safety, cash flow, and valuation metrics. By synthesizing complex financial data into actionable ratings, it enables users to make informed, data-driven decisions while maintaining a focus on risk awareness and educational transparency.
This skill is built for those who require more than just raw data; it provides a logical workflow that mimics professional equity analysts. Whether you are looking for a deep dive into a single ticker or a comparative analysis across an entire sector, this skill ensures that every conclusion is backed by a specific methodology and clear citations from financial filings and market datasets.
Fundamental Stock Analysis Use Cases
- Performing deep-dive fundamental analysis on individual stock tickers.
- Comparing and ranking multiple peers within a specific industry or sector.
- Evaluating balance-sheet safety and cash flow quality for risk assessment.
- Identifying the best pick among a group of stocks based on objective scoring criteria.
- Generating educational research reports that separate business quality from valuation.
How Fundamental Stock Analysis Works
- Input Parsing: The skill identifies the tickers provided and consults the internal playbook for specific analysis parameters.
- Data Collection: It leverages web retrieval to gather the latest financial statements, SEC filings, and market news.
- Quick Screening: An initial filter is applied to check for data completeness and immediate red flags.
- Structured Scoring: The skill applies points based on quality, safety, and valuation metrics, adjusted for specific sectors.
- Rating & Verdict: A final rating is produced, including confidence levels and specific invalidation triggers for the analysis.
Fundamental Stock Analysis Setup
To integrate this skill into your environment, ensure you have the necessary Openclaw Skills framework installed. Place the skill directory within your agent's accessible path and ensure the references/playbook.md is available for the agent to read.
# Example of adding the skill to your local repository
cp -r fundamental-stock-analysis/ your-agent-path/skills/
Fundamental Stock Analysis Data Schema & Taxonomy
The skill organizes analysis into several key buckets to ensure clarity and professional-grade output:
| Data Category | Key Metrics Included | Purpose |
|---|---|---|
| Business Quality | ROIC, Operating Margins, Revenue Growth | Assess competitive moat and efficiency. |
| Balance Sheet | Debt-to-Equity, Current Ratio, Net Debt | Determine financial safety and solvency. |
| Cash Flow | FCF Yield, Cash Conversion | Evaluate the quality of earnings. |
| Valuation | P/E Ratio, EV/EBITDA, P/S Ratio | Contextualize current price against fundamentals. |
| Modifiers | Sector Adjustments, Confidence Levels | Refine the final score based on external context. |
Fundamental Stock Analysis Advanced Features
- Multi-Ticker Peer Ranking: Automatically compares multiple entities and generates a ranked list based on fundamental scores.
- Invalidation Triggers: Explicitly identifies events or data points that would void the current analytical thesis.
- Confidence Scoring: Provides a transparency layer regarding the freshness and reliability of the source data to the user of Openclaw Skills.
- Sector-Specific Logic: Adjusts scoring weights based on the industry norms to ensure fair comparisons.
SKILL.md
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