An advanced equity research skill that applies a structured scoring playbook to analyze business quality, balance sheet safety, and valuation metrics.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install mars-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 mars-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 transforms your AI agent into a sophisticated equity researcher. By leveraging a structured scoring playbook, it moves beyond surface-level data to provide deep insights into quality, cash flow, and sector-adjusted valuations. It is designed to bridge the gap between raw financial data and actionable investment research for Openclaw Skills users.
This skill ensures that every analysis is consistent and rigorous. It prioritizes business safety and valuation integrity, providing a clear fundamental verdict while maintaining a strict boundary on data transparency and educational intent.
Fundamental Stock Analysis Use Cases
- Comprehensive fundamental analysis of individual stock tickers using a standardized playbook.
- Multi-ticker peer comparison to identify the 'best pick' based on quantitative scoring.
- Due diligence checks on balance sheet safety and cash flow reliability.
- Sector-adjusted ranking and valuation assessments for portfolio building.
- Rapid screening of equities to filter for high-quality business metrics.
How Fundamental Stock Analysis Works
- Input Parsing: The skill identifies target tickers and the scope of the user request.
- Data Collection: Retrieves relevant financial statements, filings, and market datasets via secure web retrieval.
- Quick Screen: Performs an initial check to filter out non-viable or data-deficient tickers.
- Scoring & Adjustments: Applies the scoring playbook to evaluate quality, safety, and valuation, including confidence modifiers.
- Rating & Peer Ranking: Assigns a final rating and, if applicable, ranks the tickers against industry peers.
- Final Verdict: Generates a decisive, risk-aware output with explicitly stated confidence levels.
Fundamental Stock Analysis Setup
To integrate this capability into your workflow for Openclaw Skills, ensure the playbook reference file is in place:
# Ensure the reference playbook exists in your skill path
mkdir -p references/
touch references/playbook.md
# The agent will automatically reference this file during the analysis phase.
Fundamental Stock Analysis Data Schema & Taxonomy
The skill organizes its analytical framework using a structured taxonomy to ensure consistency across different market sectors:
| Component | Description |
|---|---|
| Business Quality | Evaluation of moat, revenue stability, and operational efficiency. |
| Balance Sheet | Safety metrics including debt-to-equity and liquidity ratios. |
| Cash Flow | Analysis of FCF generation and capital allocation. |
| Valuation | Sector-adjusted multiples and historical comparisons. |
| Confidence Level | A modifier based on data freshness and source reliability. |
Fundamental Stock Analysis Advanced Features
- Multi-Ticker Peer Ranking: Automatically handles complex requests to compare multiple stocks and select a winner based on logic-driven invalidation triggers.
- Sector Adjustments: Dynamically adjusts scoring weights based on the specific industry norms of the ticker being analyzed.
- Confidence Modifiers: Explicitly flags stale or conflicting data to ensure the reliability of the final verdict.
- Safety & Quality Guardrails: Built-in logic to prioritize balance sheet integrity, preventing skewed results from high-growth but low-stability companies.
SKILL.md
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