1# Stock Analysis v5.0
2 
3Analyze stocks and cryptocurrencies with portfolio management, periodic reports, and 8-dimension analysis.
4 
5## Features
6 
7| Feature | Description |
8|---------|-------------|
9| **Stock Analysis** | 8 dimensions: earnings, fundamentals, analysts, historical, market, sector, momentum, sentiment |
10| **Crypto Analysis** | Top 20 cryptos: market cap, category, BTC correlation, momentum |
11| **Portfolio Management** | Create portfolios, add/remove assets, track P&L |
12| **Periodic Reports** | Daily, weekly, monthly, quarterly, yearly returns |
13| **Risk Detection** | Geopolitical risk, breaking news alerts, concentration warnings |
14 
15## Quick Start
16 
17### Analyze Stocks
18```bash
19uv run scripts/analyze_stock.py AAPL
20uv run scripts/analyze_stock.py AAPL MSFT GOOGL
21```
22 
23### Analyze Crypto
24```bash
25uv run scripts/analyze_stock.py BTC-USD
26uv run scripts/analyze_stock.py ETH-USD SOL-USD
27```
28 
29### Portfolio Management
30```bash
31# Create and manage portfolios
32uv run scripts/portfolio.py create "My Portfolio"
33uv run scripts/portfolio.py add AAPL --quantity 100 --cost 150
34uv run scripts/portfolio.py add BTC-USD --quantity 0.5 --cost 40000
35uv run scripts/portfolio.py show
36 
37# Analyze portfolio
38uv run scripts/analyze_stock.py --portfolio "My Portfolio"
39uv run scripts/analyze_stock.py --portfolio "My Portfolio" --period weekly
40```
41 
42## Supported Cryptocurrencies (Top 20)
43 
44BTC, ETH, BNB, SOL, XRP, ADA, DOGE, AVAX, DOT, MATIC, LINK, ATOM, UNI, LTC, BCH, XLM, ALGO, VET, FIL, NEAR
45 
46## Analysis Dimensions
47 
48### Stocks (8 dimensions)
491. **Earnings Surprise** - EPS beats/misses
502. **Fundamentals** - P/E, margins, growth, debt
513. **Analyst Sentiment** - Ratings, price targets
524. **Historical Patterns** - Past earnings reactions
535. **Market Context** - VIX, SPY/QQQ trends
546. **Sector Performance** - Relative strength
557. **Momentum** - RSI, 52-week range
568. **Sentiment** - Fear/Greed, short interest, insider trading
57 
58### Crypto (3 dimensions)
591. **Crypto Fundamentals** - Market cap, category, BTC correlation
602. **Momentum** - RSI, price range
613. **Market Context** - General market regime
62 
63## Risk Features
64 
65- **Breaking News Alerts** - Scans for crisis keywords (war, recession, sanctions)
66- **Geopolitical Risk** - Taiwan, China, Russia, Middle East, banking crisis detection
67- **Safe-Haven Tracking** - GLD, TLT, UUP for risk-off detection
68- **Concentration Warnings** - Alerts when >30% in single asset
69 
70## Portfolio Storage
71 
72Portfolios stored at: `~/.clawdbot/skills/stock-analysis/portfolios.json`
73 
74## Version History
75 
76- **v5.0.0** - Portfolio management, crypto support, periodic analysis
77- **v4.1.0** - Insider trading via edgartools, market context caching
78- **v4.0.0** - Geopolitical risk, breaking news, safe-haven detection
79- **v3.0.0** - Sentiment analysis (5 indicators)
80- **v2.0.0** - Market context, sector, momentum
81- **v1.0.0** - Initial release
82 
83## Data Sources
84 
85- [Yahoo Finance](https://finance.yahoo.com) - Price, fundamentals, earnings
86- [CNN Fear & Greed](https://money.cnn.com/data/fear-and-greed/) - Market sentiment
87- [SEC EDGAR](https://www.sec.gov/edgar) - Insider trading (Form 4)
88- [Google News RSS](https://news.google.com) - Breaking news
89 
90---
91 
92**Disclaimer:** This tool is for informational purposes only and does NOT constitute financial advice.
93