Stock Analysis & Research
Analyze stocks with fundamental and technical analysis. Supports US, China A-shares, and Hong Kong markets. Generate investment reports with key metrics.
Researching a stock means toggling between 10 tabs for financial statements, analyst ratings, technical charts, and news — taking hours per company. This playbook generates comprehensive stock analysis combining fundamental metrics, technical indicators, and investment reports for US, China A-share, and Hong Kong markets.
Who it's for: individual investors conducting due diligence before making stock purchases, financial analysts building investment research reports for clients, portfolio managers screening stocks using combined fundamental and technical criteria, retail traders analyzing entry and exit points with technical indicators, investment club members preparing stock pitch presentations with supporting data
Example
"Analyze Apple stock with both fundamental and technical indicators" → Stock analysis pipeline: financial statement analysis (P/E, PEG, debt ratios, free cash flow trends), technical analysis (moving averages, RSI, MACD, support/resistance levels), competitive positioning within the sector, analyst consensus and price target aggregation, and formatted investment report with bull/bear case summary
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
npx ccplaybooks add stock-analysis# Stock Analysis
## Overview
I help you analyze stocks using fundamental and technical analysis methods. I can evaluate companies across US, China A-shares, and Hong Kong markets.
**What I can do:**
- Fundamental analysis (P/E, P/B, ROE, revenue growth, margins)
- Technical analysis (trend, support/resistance, indicators)
- Peer comparison and industry positioning
- Risk assessment and investment thesis
- Generate structured analysis reportsGet new playbooks like this one
One email a week with new Claude Code workflows. Free, like everything here.
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What This Does
I help you analyze stocks using fundamental and technical analysis methods. I can evaluate companies across US, China A-shares, and Hong Kong markets.
Quick Start
Step 1: Create a Project Folder
mkdir -p ~/Documents/StockAnalysis
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/Documents/StockAnalysis/
Step 3: Start Working
cd ~/Documents/StockAnalysis
claude
How to Use
Step 1: Provide Company Information
Tell me:
- Stock ticker/code (e.g., AAPL, 600519.SH, 0700.HK)
- Market (US/China A-shares/Hong Kong)
- Or provide financial data directly
Step 2: Choose Analysis Type
- Quick Analysis: Key metrics overview
- Deep Dive: Comprehensive fundamental analysis
- Technical Review: Chart patterns and indicators
- Peer Comparison: Compare with competitors
Step 3: Receive Analysis Report
I'll provide a structured report with:
- Company overview
- Key financial metrics
- Valuation assessment
- Risk factors
- Investment thesis
Output Format
# Stock Analysis Report: [TICKER]
**Company**: [Full Name]
**Market**: [Exchange]
**Sector**: [Industry]
**Analysis Date**: [Date]
---
Examples
User Request
Analyze Apple (AAPL) stock. Focus on fundamental analysis and current valuation.
My Response
Stock Analysis Report: AAPL
Company: Apple Inc. Market: NASDAQ Sector: Technology / Consumer Electronics Analysis Date: January 2025
Tips
- Provide recent financials if available for more accurate analysis
- Specify your investment horizon (short-term trading vs long-term investing)
- Mention specific concerns you want me to address
- Include peer companies for comparison analysis
- Specify market context (bull/bear market conditions)
Limitations
- Cannot access real-time market data
- Analysis based on publicly available information only
- Does not account for insider information or pending announcements
- Valuation models have inherent assumptions and limitations
- Not a substitute for professional financial advice