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Ciying AI Directory

US Stock Research in Claude Code From Dated Market Data and Company Filings

Build a sourced US equity research brief with a dated quote and company disclosures. Reconcile reported operating figures with the issuer's original financial statements.

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Setup for Claude Code

Use Claude Code with web search enabled. This skill needs current web data for the market snapshot and does not require a Financial Modeling Prep or FINVIZ key. Repeat the historical calculation against the issuer's published table.

  1. Open the pinned repository commit. Copy the complete skills/us-stock-analysis directory to .claude/skills/us-stock-analysis/ in a scratch project, including its reference materials.
  2. Open Claude Code in that project and check that /us-stock-analysis appears in the skill picker. Choose a session with web search enabled.
  3. Set the desired report scope and ask for source URLs, quote timestamps and a distinct fiscal reporting period for every historical figure.

Example task

Run /us-stock-analysis for an informational MSFT fact sheet. Include a current quote only if a source supplies the price and quote timestamp. Use Microsoft's FY25 Q1 investor income statement at https://www.microsoft.com/en-us/investor/earnings/fy-2025-q1/income-statements as the fixed historical check. Calculate year-over-year revenue growth from the two reported totals, label the dates and USD millions, and exclude price targets or trading suggestions.

Expected result

The historical section identifies September 30, 2024 and September 30, 2023 and reports revenue of 65,585 and 56,517 USD million. Growth computed from those figures is approximately 16.0%. The current quote lives in its own dated section and remains unavailable if the session cannot verify it.

Upstream documentation

Original SKILL.md on GitHub · MIT license · Source reviewed

Frequently asked question

Can the Claude Code US Stock Analysis skill run without a market data API subscription?

The skill uses web search rather than a dedicated market data key. Check that search is available and date each result. An issuer's historical table can verify past figures independently of a current quote.