An institutional-grade stock analysis tool for AI agents that delivers comprehensive fundamental research, technical assessments, and clear investment recommendations.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install stock-evaluator
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 stock-evaluator 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 Stock Evaluator v3?
Stock Evaluator v3 is a professional-grade skill designed for AI agents to perform deep-dive investment research. It transforms raw financial data from SEC filings and official exchange records into actionable investment theses. By focusing on five critical pillars—valuation, quality, timing, position sizing, and conviction—this Openclaw Skills integration provides developers and investors with a rigorous framework for evaluating potential stock purchases before capital is committed. The skill mandates a zero-fabrication policy, ensuring all metrics like the Piotroski F-Score or Altman Z-Score are grounded in technical truth.
This skill is particularly powerful for those needing automated yet highly reliable financial reporting. It includes a sophisticated React-based quant dashboard that visualizes over 60 metrics, including Ichimoku Cloud analysis and investor persona mappings based on legends like Warren Buffett and Ray Dalio. Whether analyzing watchlist candidates or seeking better alternatives for a sell-rated stock, this skill ensures every recommendation is backed by a minimum 15% margin of safety and a comprehensive bull vs. bear case analysis.
Stock Evaluator v3 Use Cases
- Evaluating potential stock investments before making a purchase decision.
- Conducting deep fundamental research using 10-K and 10-Q filings.
- Generating institutional-grade quant dashboards for watchlist candidates.
- Identifying value traps and bankruptcy risks using Z-Score and M-Score analytics.
- Calculating optimal entry prices and position sizing based on portfolio risk tolerance.
- Comparing multiple investment opportunities across a specific sector or industry.
How Stock Evaluator v3 Works
- The agent performs mandatory web searches to gather current price, market cap, and financial ratios from verified sources.
- Fundamental analysis is conducted by reviewing historical SEC filings (10-Ks and 10-Qs) to assess the company's competitive moat and management quality.
- Technical analysis is executed to determine timing, identifying key support/resistance levels and Ichimoku Cloud signals.
- Advanced financial health metrics (F-Score, Z-Score, etc.) are calculated to detect earnings manipulation or bankruptcy risk.
- A multi-method valuation (DCF, Relative, Peter Lynch) is synthesized to establish a fair value estimate.
- The skill generates a comprehensive report including a clear Buy/Hold/Sell recommendation and a React-based quant dashboard.
Stock Evaluator v3 Setup
To integrate this skill into your agent environment, ensure your agent has access to web search capabilities and the React artifact renderer. Configure the default currency (Euro) and regional settings in your project context.
# Example of how an agent might initialize a stock analysis
openclaw install stock-evaluator-v3
Ensure that the agent is instructed to use reported growth rates and strictly adhere to the zero-fabrication data policy as defined in the Openclaw Skills documentation.
Stock Evaluator v3 Data Schema & Taxonomy
The skill organizes data into a structured hierarchy to ensure clarity and professional-grade reporting. Metadata includes ticker symbols, sector classifications, and data quality scores.
| Data Category | Key Metrics Included |
|---|---|
| Valuation | Price, Trailing P/E, PEG (1Y/5Y), DCF Fair Value, Margin of Safety |
| Financials | ROE, ROA, Operating Margin, Gross Margin, ROIC, Reported Revenue Growth |
| Risk | Altman Z-Score, Piotroski F-Score, Beneish M-Score, Value Trap Score |
| Technicals | RSI (14), MACD, 50/200-day Moving Averages, Ichimoku Cloud Signals |
| Sentiment | Insider Buys/Sells (SEC Form 4), Short Interest, News Sentiment Index |
| Personas | 8 Frameworks (Buffett, Munger, Dalio, Lynch, Graham, etc.) |
Stock Evaluator v3 Advanced Features
- Value Trap Indicator: A 0-100 scoring system to distinguish genuine value from fundamental decline.
- Investor Persona Scoring: Automated mapping of stocks against 8 legendary investment frameworks.
- Ichimoku Cloud Analysis: Advanced technical timing with automated TK Cross and Kumo Twist detection.
- Dual PEG Ratios: Comparison of 1-year forward growth vs. 5-year historical growth for balanced valuation.
- Automated Alternative Discovery: If a stock is rated as SELL, the skill automatically identifies 3-5 superior investment candidates via Openclaw Skills.
- Institutional Quant Dashboard: A comprehensive React-based visualization tool for 60+ financial metrics.
SKILL.md
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