Claude-Code-Stock-Deep-Research-Agent
🥈SilverAutomates stock investment due diligence using 28 parallel research agents. Benefits investment teams by providing balanced analysis, risk assessment, and data verification. Connects to web search tools and integrates with existing workflows for quick stock overviews.
335230Updated 2mo ago
Intermediate30min to implementautomation
Saves ~120 min per use
Quick InstallView Source
git clone https://github.com/liangdabiao/Claude-Code-Stock-Deep-Research-Agent.gitWorks with:
Claude
Overview
About This Skill
This skill deploys approximately 28 concurrent research agents to conduct comprehensive investment due diligence on publicly traded companies across A-shares, Hong Kong stocks, US stocks, and other global markets. It implements a structured 8-phase framework covering business foundation, industry analysis, financial quality, governance, valuation, and risk assessment. The system generates standardized 20-file due diligence reports with cross-validation between profit and cash flow metrics, peer comparisons, and bear case analysis. Each analysis adapts to investment style—value, growth, turnaround, or dividend investing—and produces a signal rating based on fundamental analysis. All findings include citations rated by source quality, supporting investment teams in stock selection and risk identification.
How to Use
1. **Input Stock Details**: Replace [STOCK_TICKER] with the ticker symbol (e.g., AAPL, TSLA) and specify [TIME_FRAME] (e.g., 'last 3 years', 'YTD'). Use the full prompt in Claude/ChatGPT. 2. **Run Parallel Agents**: The AI will automatically spawn 28 research agents to gather data from financial statements, news sources, technical indicators, and social media simultaneously. No manual setup required. 3. **Review Report**: Analyze the generated report for key metrics (revenue growth, margins, valuation) and risks. Use the 'Recommendation' section as a starting point for investment decisions. 4. **Cross-Check Data**: Verify critical data points (e.g., revenue figures, analyst ratings) against Bloomberg Terminal or Yahoo Finance for accuracy. Flag discrepancies for further investigation. 5. **Integrate into Workflow**: Export the report to Excel/Google Sheets for further analysis or import into trading platforms (e.g., ThinkorSwim, Interactive Brokers) for portfolio tracking. Use the 'Actionable Insights' section to guide next steps.
Use Cases
Equity research analysts evaluating investment theses with comprehensive fundamental analysis
Portfolio managers conducting due diligence on potential stock additions across multiple markets
Investment committees assessing risk and valuation before large capital allocation decisions
Value investors analyzing business moats, financial quality, and margin of safety
Tags
Setup & Installation
Quick Install
No install command available. Check the GitHub repository for manual installation instructions.
Alternative Install (Git Clone)
git clone https://github.com/liangdabiao/Claude-Code-Stock-Deep-Research-AgentRequirements
- Claude Code or compatible AI agent
- Works with: Claude
Quick Start Guide
1
Install the Skill
Copy the install command above and run it in your terminal.
2
Open Your AI Agent
Launch Claude Code, Cursor, or your preferred AI coding agent.
3
Try It Out
Use the prompt template or examples below to test the skill.
4
Customize
Adapt the skill to your specific use case and workflow.
Usage Examples
Prompt Template
Act as a Stock Deep Research Agent. Use 28 parallel research agents to perform a comprehensive due diligence on [STOCK_TICKER]. Focus on: 1) Fundamental analysis (revenue growth, margins, debt levels, cash flow), 2) Technical analysis (trend strength, support/resistance, volume patterns), 3) Sentiment analysis (news sentiment, social media buzz, analyst ratings), 4) Risk assessment (regulatory risks, competitive threats, macroeconomic exposure), and 5) Comparison to sector peers. Provide a balanced report with clear recommendations (Buy/Hold/Sell) and actionable insights. Use [TIME_FRAME] for analysis (e.g., last 5 years, YTD).
Example Output
### Stock Deep Research Report: NVDA (NVIDIA Corporation) **Executive Summary** NVIDIA (NVDA) demonstrates strong fundamentals with 34% YoY revenue growth in Q2 2024, driven by AI chip demand. However, valuation metrics (P/E: 42x, EV/EBITDA: 38x) suggest premium pricing. Technical analysis shows a bullish breakout above $110, supported by high volume. Sentiment is overwhelmingly positive (87% analyst 'Buy' ratings, 92% news sentiment score). Key risks include geopolitical tensions in semiconductor supply chains and competition from AMD/Intel in AI accelerators. **Fundamental Analysis** - **Revenue Growth**: $26.97B (TTM) vs $26.97B (YoY +34%), beating estimates by 5% - **Margins**: Gross margin expanded to 78% (up 200bps YoY), operating margin at 52% - **Debt**: Net cash position of $12.4B (strong balance sheet) - **Cash Flow**: Free cash flow of $11.2B (up 40% YoY) **Technical Analysis** - **Trend**: Uptrend since Jan 2023, currently trading at $112.45 (+18% YTD) - **Support/Resistance**: Strong support at $105, resistance at $120 - **Volume**: Average daily volume of 45M shares (2x 30-day avg) **Sentiment Analysis** - **Analyst Ratings**: 38 Buy, 5 Hold, 0 Sell (average PT: $135) - **News Sentiment**: 92% positive (AI chip demand, data center growth) - **Social Media**: 78% positive mentions (Reddit, Twitter) **Risk Assessment** - **Regulatory**: Potential export restrictions on AI chips to China - **Competitive**: AMD's MI300X gaining traction in AI servers - **Macro**: Interest rate hikes could pressure high-growth stocks **Peer Comparison** | Metric | NVDA | AMD | INTC | |-----------------|--------|--------|--------| | P/E | 42x | 38x | 15x | | Revenue Growth | 34% | 22% | 8% | | Gross Margin | 78% | 52% | 45% | **Recommendation**: BUY (Price Target: $135, Upside: 20%) **Actionable Insights**: 1. Monitor Q3 earnings (Nov 2024) for AI demand trends 2. Set stop-loss at $100 (10% below current price) 3. Consider covered call strategy for income generation 4. Watch for Fed policy shifts impacting tech valuations
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