Advanced Corporate Value & Investment Analyzer for Openclaw

An advanced financial analysis engine that generates interactive, 14-module HTML evaluation reports on corporate value, competitive moats, and absolute DCF valuation.

xiangbow2004
v0.1.1
Jun 9, 2026
1
926
0

Install & Download

1. ClawHub CLI

The fastest way to install a skill directly from the registry.

npx clawhub@latest install my-skill-hub

2. Manual Installation

Copy the skill folder to one of these locations

Global
~/.openclaw/skills/
Workspace
<project>/skills/

Priority: Workspace > Local > Bundled

3. Prompt Installation

Copy this prompt to OpenClaw to install it automatically.

Help me install my-skill-hub 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 Advanced Corporate Value & Investment Analyzer?

The Advanced Corporate Value Analyzer is an industry-grade investment research skill designed to help AI agents perform deep-dive financial analysis. Grounded in the principles of value investing, this tool systematically dissects a company's financial health, competitive moat, business structure, and management quality. By leveraging this tool among your Openclaw Skills, developers and financial analysts can automate the generation of institutional-grade valuation reports complete with interactive charts and dynamic visualizations.

Unlike simple financial scrapers, this skill evaluates qualitative elements like Morningstar-style moat ratings, capital allocation history, and management integrity while computing complex quantitative metrics like multi-stage Discounted Cash Flow (DCF), residual income models, and multi-scenario probability matrixes. It ensures data freshness by automatically pulling the latest quarterly and annual data relative to the analysis date, ensuring high-fidelity investment research.

Advanced Corporate Value & Investment Analyzer Use Cases

  • Automating comprehensive equity research reports for portfolio management and investment committees.
  • Evaluating competitive moats dynamically and comparing target companies against at least three industry peers.
  • Calculating intrinsic value using multi-stage DCF models with built-in sensitivity and scenario analysis.
  • Screening potential investment targets for value traps, including unsustainable high dividend yields or declining terminal industries.
  • Assessing corporate governance, historical capital allocation decisions, and management's alignment with shareholder returns.

How Advanced Corporate Value & Investment Analyzer Works

  1. Filings Retrieval & Temporal Baseline: The skill reads the target company ticker and dynamically determines the temporal data baseline based on the current date, fetching the last 5 to 10 fiscal years of financial reports along with the latest quarterly filing.
  2. Qualitative Moat & Business Assessment: It analyzes segment revenues, assesses competitive dynamics using Porter's Five Forces, and determines moat sustainability to issue a Morningstar-style rating ("Wide", "Narrow", or "None").
  3. Financial Trend & Style Auditing: The system compiles balance sheet, income statement, and cash flow data, checking for accounting anomalies, high-cash-high-debt indicators, and historical audit exceptions.
  4. Governance & Capital Allocation Audit: Evaluates historical free cash flow distribution trends, examining mergers and acquisitions, buybacks, and dividend payout sustainability.
  5. Quantitative Valuation Modelling: Operates multi-stage DCF and residual income models, running sensitivity analyses on critical assumptions (such as WACC, terminal growth, and revenue growth margins).
  6. Interactive HTML Report Synthesis: Generates a self-contained, beautifully styled HTML output incorporating interactive data tables, rating cards, risk matrices, and responsive Chart.js visual graphics.

Advanced Corporate Value & Investment Analyzer Setup

To deploy this skill within your AI workflow, install the required core packages via pip:

pip install openclaw-sdk pandas numpy chart-renderer

Next, register the analyzer within your custom configuration of Openclaw Skills:

{
  "skill": "corporate_value_analyzer",
  "params": {
    "peer_count_min": 3,
    "financial_history_years": 5,
    "valuation_models": ["dcf", "residual_income", "relative"],
    "output_format": "html"
  }
}

Advanced Corporate Value & Investment Analyzer Data Schema & Taxonomy

The Corporate Value Analyzer processes public financial filings and returns a clean, structured output package containing interactive reports and raw structural data:

Generated File Format Description
analysis_report.html HTML Interactive, responsive dashboard combining all 14 analysis modules with interactive charts.
valuation_metrics.json JSON Computed financial datasets, including multi-stage DCF metrics and sensitivity table rows.
audit_warnings.json JSON Flags highlighting financial style inconsistencies, low PE/PB value trap warnings, and governance risks.

Metadata Taxonomy

  • company_ticker: String (e.g., "AAPL")
  • analysis_baseline_date: Date String (ISO 8601 format)
  • peer_group: Array of Strings containing at least 3 comparable tickers
  • moat_rating: Enum value ("Wide", "Narrow", or "None")
  • intrinsic_value_expectation: Float representing computed intrinsic value under base-case probability

Advanced Corporate Value & Investment Analyzer Advanced Features

  • Dynamic WACC & DCF Sensitivity Modelling: Allows real-time adjustments to WACC, terminal growth rates, and cash flow growth steps with immediate impact recalculation.
  • Systemic Value Trap Scanners: Automates checkups for distressed assets, deteriorating terminal growth, and balance sheet cash-to-liability abnormalities.
  • Multi-Scenario Probability Engine: Integrates optimistic, baseline, and pessimistic scenarios with custom probability weights to determine mathematical expected values.
  • Historical Decade Back-Tracing: Incorporates optional 10-year market cycle retracing to analyze strategic pivots and macro-economic inflection resilience.
  • Corporate Governance Alignment Index: Computes management alignment indicators based on historical insider trading behaviors, buyback timing correctness, and compensation structures.
  • Comprehensive ESG Compliance Auditing: Reviews supply-chain vulnerabilities, employee relations indexes, and carbon impact indicators to highlight modern non-financial risk vectors.

SKILL.md


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