home / skills / openclaw / skills / openclaw-aisa-us-stock-analyst

openclaw-aisa-us-stock-analyst skill

/skills/0xjordansg-yolo/openclaw-aisa-us-stock-analyst

This skill provides professional US stock analysis with financial data, news, sentiment, and multi-model AI to generate concise investment insights.

npx playbooks add skill openclaw/skills --skill openclaw-aisa-us-stock-analyst

Review the files below or copy the command above to add this skill to your agents.

Files (20)
SKILL.md
10.1 KB
---
name: us-stock-analyst
description: "Professional US stock analysis with financial data, news, social sentiment, and multi-model AI. Comprehensive reports at $0.02-0.10 per analysis."
homepage: https://openclaw.ai
metadata: {"openclaw":{"emoji":"šŸ“ˆ","requires":{"bins":["curl","python3"],"env":["AISA_API_KEY"]},"primaryEnv":"AISA_API_KEY"}}
---

# US Stock Analyst šŸ“ˆ

**Professional equity analysis powered by AIsa's unified API platform.**

One API key. Complete market intelligence. AI-powered insights.

## šŸ”„ What Can You Do?

### Investment Research
```
"Analyze NVDA: financial metrics, analyst estimates, insider trades, 
news sentiment, and AI-powered valuation"
```

### Portfolio Monitoring
```
"Track my portfolio (AAPL, MSFT, GOOGL): daily updates on metrics, 
news, and sentiment changes"
```

### Earnings Analysis
```
"Full Tesla Q4 earnings analysis: results vs estimates, guidance, 
price reaction, analyst updates"
```

### Competitor Analysis
```
"Compare AMD vs NVDA: financials, growth, valuation, market sentiment"
```

### Screening & Discovery
```
"Find tech stocks with P/E < 30, revenue growth > 20%, 
and positive insider activity"
```

## Quick Start

```bash
export AISA_API_KEY="your-key"
```

---

## Core Capabilities

### šŸ“Š Financial Data (MarketPulse APIs)

**Real-time Financial Metrics**
```bash
curl "https://api.aisa.one/apis/v1/financial/financial-metrics/snapshot?ticker=AAPL" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

Returns: Market cap, P/E ratio, revenue, EPS, profit margin, ROE, debt/equity, and more.

**Historical Stock Prices**
```bash
# Daily prices for last 30 days
curl "https://api.aisa.one/apis/v1/financial/prices?ticker=AAPL&start_date=2025-01-01&end_date=2025-01-31&interval=day&interval_multiplier=1" \
  -H "Authorization: Bearer $AISA_API_KEY"

# 5-minute intraday data
curl "https://api.aisa.one/apis/v1/financial/prices?ticker=AAPL&start_date=2025-02-07&end_date=2025-02-07&interval=minute&interval_multiplier=5" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

**Financial Statements**
```bash
# All statements (income, balance, cash flow)
curl "https://api.aisa.one/apis/v1/financial/financial_statements/all?ticker=AAPL" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

**Analyst Estimates**
```bash
# EPS forecasts and ratings
curl "https://api.aisa.one/apis/v1/financial/analyst/eps?ticker=AAPL&period=annual" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

**Insider Trading**
```bash
# Track insider buy/sell activity
curl "https://api.aisa.one/apis/v1/financial/insider/trades?ticker=AAPL" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

**Institutional Ownership**
```bash
# See who owns the stock
curl "https://api.aisa.one/apis/v1/financial/institutional/ownership?ticker=AAPL" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

**SEC Filings**
```bash
# Access 10-K, 10-Q, 8-K filings
curl "https://api.aisa.one/apis/v1/financial/sec/filings?ticker=AAPL" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

---

### šŸ“° News & Research

**Company News**
```bash
curl "https://api.aisa.one/apis/v1/financial/news?ticker=AAPL&limit=10" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

**Web Search (News & Articles)**
```bash
curl -X POST "https://api.aisa.one/apis/v1/scholar/search/web?query=AAPL+stock+analysis&max_num_results=10" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

**Academic Research**
```bash
curl -X POST "https://api.aisa.one/apis/v1/scholar/search/scholar?query=semiconductor+industry+analysis&max_num_results=5" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

---

### 🐦 Social Sentiment

**Twitter Search**
```bash
curl "https://api.aisa.one/apis/v1/twitter/tweet/advanced_search?query=\$AAPL&queryType=Latest" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

---

### šŸ“ŗ Video Content

**YouTube Search (Earnings Calls, Analysis)**
```bash
curl "https://api.aisa.one/apis/v1/youtube/search?engine=youtube&q=AAPL+earnings+call&gl=us&hl=en" \
  -H "Authorization: Bearer $AISA_API_KEY"
```

---

### šŸ¤– AI Analysis (Multi-Model)

**LLM Gateway (OpenAI Compatible)**
```bash
curl -X POST "https://api.aisa.one/v1/chat/completions" \
  -H "Authorization: Bearer $AISA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "model": "gpt-4",
    "messages": [
      {
        "role": "system",
        "content": "You are a professional equity analyst."
      },
      {
        "role": "user",
        "content": "Analyze Apple stock investment prospects"
      }
    ],
    "temperature": 0.3,
    "max_tokens": 2000
  }'
```

**Supported Models:**
- GPT-4, GPT-4 Turbo (OpenAI)
- Claude 3 Opus, Sonnet, Haiku (Anthropic)
- Gemini 1.5 Pro, Ultra (Google)
- Qwen Max, Plus (Alibaba)
- DeepSeek V2 (DeepSeek)
- Grok (xAI)

---

## Python Client

```bash
# Basic analysis
python3 {baseDir}/scripts/stock_analyst.py analyze --ticker AAPL

# Standard analysis with multiple models
python3 {baseDir}/scripts/stock_analyst.py analyze --ticker NVDA --depth standard --models gpt-4 claude-3-opus

# Deep analysis (all data sources)
python3 {baseDir}/scripts/stock_analyst.py analyze --ticker TSLA --depth deep

# Quick screening
python3 {baseDir}/scripts/stock_analyst.py analyze --ticker MSFT --depth quick

# Save report to file
python3 {baseDir}/scripts/stock_analyst.py analyze --ticker GOOGL --output report.json
```

---

## Analysis Depth Options

| Mode | Time | Cost | Data Sources |
|------|------|------|--------------|
| **quick** | ~10s | $0.01-0.02 | Metrics, News, Twitter, Basic AI |
| **standard** | ~20s | $0.02-0.05 | + Analyst Estimates, Insider Trades, YouTube |
| **deep** | ~30s | $0.05-0.10 | + Statements, Institutional, SEC, Research |

---

## API Reference

| Category | Endpoint | Method | Cost |
|----------|----------|--------|------|
| **Financial Metrics** | `/financial/financial-metrics/snapshot` | GET | $0.002 |
| **Stock Prices** | `/financial/prices` | GET | $0.001 |
| **News** | `/financial/news` | GET | $0.001 |
| **Statements** | `/financial/financial_statements/*` | GET | $0.002 |
| **Analyst Estimates** | `/financial/analyst/eps` | GET | $0.002 |
| **Insider Trades** | `/financial/insider/trades` | GET | $0.001 |
| **Institutional** | `/financial/institutional/ownership` | GET | $0.001 |
| **SEC Filings** | `/financial/sec/filings` | GET | $0.001 |
| **Web Search** | `/scholar/search/web` | POST | $0.001 |
| **Scholar Search** | `/scholar/search/scholar` | POST | $0.002 |
| **Twitter** | `/twitter/tweet/advanced_search` | GET | $0.0004 |
| **YouTube** | `/youtube/search` | GET | $0.002 |
| **LLM** | `/v1/chat/completions` | POST | Token-based |

Every response includes `usage.cost` and `usage.credits_remaining`.

---

## Example Output

```json
{
  "ticker": "NVDA",
  "analysis_date": "2025-02-07T10:30:00Z",
  
  "investment_summary": "NVIDIA maintains dominant position in AI chip market with strong data center revenue growth. Recent Blackwell launch positions company for continued expansion...",
  
  "key_metrics": {
    "market_cap": 1780500000000,
    "pe_ratio": 68.5,
    "revenue": 60922000000,
    "revenue_growth": 1.26,
    "profit_margin": 0.489,
    "roe": 1.152
  },
  
  "sentiment_analysis": {
    "sentiment": "bullish",
    "confidence": "high",
    "key_themes": ["AI dominance", "Data center growth", "Blackwell launch"],
    "summary": "Overwhelmingly positive sentiment following Q4 earnings beat"
  },
  
  "valuation": {
    "assessment": "fairly_valued",
    "price_target_12m": 850.00,
    "reasoning": "Premium valuation justified by AI market leadership and strong growth trajectory"
  },
  
  "data_sources": {
    "Financial Metrics": "Available",
    "Stock News": 10,
    "Analyst Estimates": "Available",
    "Insider Trades": 15,
    "Twitter": "Available",
    "YouTube": 5
  }
}
```

---

## Pricing

**Analysis Costs:**
- Quick: $0.01-0.02 per stock
- Standard: $0.02-0.05 per stock
- Deep: $0.05-0.10 per stock

**Comparison:**
- Bloomberg Terminal: $2,000/month
- FactSet: $1,000/month
- Traditional Analyst Report: $50-500 each
- **AIsa Stock Analyst: $0.02-0.10 each** ✨

**Cost Breakdown:**
```
Standard Analysis ($0.02-0.05):
ā”œā”€ā”€ Financial Metrics: $0.002
ā”œā”€ā”€ Stock Prices: $0.001
ā”œā”€ā”€ Company News: $0.001
ā”œā”€ā”€ Analyst Estimates: $0.002
ā”œā”€ā”€ Insider Trades: $0.001
ā”œā”€ā”€ Twitter: $0.0004
ā”œā”€ā”€ YouTube: $0.002
└── LLM Analysis: $0.01-0.04
```

---

## Use Cases

### 1. Investment Research
Screen and analyze stocks before investing:
```python
analyst.analyze_stock("NVDA", depth="deep")
```

### 2. Portfolio Monitoring
Daily updates on your holdings:
```python
for ticker in ["AAPL", "MSFT", "GOOGL"]:
    report = analyst.analyze_stock(ticker, depth="quick")
```

### 3. Earnings Season
Comprehensive earnings analysis:
```python
analyst.analyze_stock("TSLA", depth="standard")
# Check estimates, actual results, guidance, reaction
```

### 4. Insider Tracking
Monitor insider activity:
```python
report = analyst.analyze_stock("META", depth="standard")
print(report['raw_data']['insider_trades'])
```

### 5. Sentiment Analysis
Track market perception:
```python
report = analyst.analyze_stock("COIN", depth="standard")
print(report['sentiment_analysis'])
```

---

## Compliance

**Disclaimer (Always Included):**
> This analysis is for informational purposes only and should not be 
> considered personalized investment advice. Please conduct your own 
> research and consult with licensed financial advisors before making 
> investment decisions.

**Regulatory Compliance:**
- SEC Rule 15c2-1 (not investment advice)
- FINRA regulations (informational only)
- GDPR data privacy compliant

---

## Get Started

1. Sign up at [aisa.one](https://aisa.one)
2. Get your API key
3. Add credits (pay-as-you-go, minimum $5)
4. Set environment variable: `export AISA_API_KEY="your-key"`
5. Run analysis: `python scripts/stock_analyst.py analyze --ticker AAPL`

---

## Full API Documentation

- **API Reference**: https://aisa.mintlify.app/api-reference/introduction
- **Complete Docs**: https://aisa.mintlify.app/llms.txt
- **Support**: [email protected]
- **Discord**: https://discord.gg/aisa

---

## About AIsa

**AIsa** - Unified API infrastructure for AI agents.

Single API Key. Pay-Per-Use. Agent-Native.

- Website: https://aisa.one
- Documentation: https://aisa.mintlify.app

Overview

This skill delivers professional US equity analysis combining financial data, news, social sentiment, and multi-model AI to produce concise, actionable reports. It supports quick, standard, and deep analysis depths with predictable per-analysis pricing. The tool is built for integrating into workflows via a Python client or direct API calls.

How this skill works

The skill gathers market data (metrics, prices, financial statements), analyst estimates, insider and institutional activity, SEC filings, news, Twitter, and video sources. It then runs multi-model LLM analysis to synthesize valuation, sentiment, and investment implications into a structured report. Reports include usage cost and credits remaining for transparent billing.

When to use it

  • Pre-trade research on single stocks or peer comparisons
  • Daily portfolio monitoring and alerting for holdings
  • Earnings season deep dives to evaluate results vs. estimates
  • Screening for discovery using financial and insider filters
  • Monitoring sentiment and social media signals around events

Best practices

  • Choose analysis depth to balance cost and data needs: quick for frequent checks, deep for full diligence
  • Combine model outputs (multiple LLMs) for higher-confidence conclusions
  • Validate AI-generated valuation with raw financial metrics and filings before acting
  • Store raw data snapshots (metrics, filings, news) alongside reports for auditability
  • Limit automated trading decisions without human review and consult licensed advisors

Example use cases

  • Run a deep analysis for a potential long position in NVDA to get metrics, sentiment, and a 12-month price target
  • Set up daily quick reports for a portfolio (AAPL, MSFT, GOOGL) to capture news and sentiment shifts
  • Compare competitors (AMD vs NVDA) on growth, valuation, and market perception to inform sector allocation
  • Produce an earnings report for TSLA showing results vs estimates, guidance impact, and price reaction
  • Screen for tech stocks with P/E < 30, revenue growth > 20%, and positive insider buys

FAQ

How much does each analysis cost?

Pricing depends on depth: quick $0.01–0.02, standard $0.02–0.05, deep $0.05–0.10 per stock and each report includes a cost breakdown.

Which data sources are included?

Reports combine financial metrics, historical prices, statements, analyst estimates, insider and institutional filings, SEC documents, news, Twitter, YouTube, and academic search results.