# Finance Market Analysis

> Skills for valuations, earnings, analyst estimates, correlations, liquidity, ETF premiums and options payoffs, using Yahoo Finance data.

Finance Market Analysis is a pack of eleven Agent Skills from Alex Yang's (himself65) open-source finance-skills collection. They teach your agent to research public markets with data it pulls from Yahoo Finance through the yfinance Python library: valuing a company, preparing for and reviewing earnings, reading analyst estimates, and measuring correlation, liquidity, ETF premiums and options payoffs.

In the maker's own words, the project is for educational and informational purposes only and nothing in it constitutes financial advice. Do your own research and consult a qualified financial advisor before making investment decisions.

What's in the pack
- company-valuation: DCF, peer multiples and sum-of-the-parts, blended into an implied share price with a WACC and terminal-growth sensitivity grid and bull, base and bear scenarios
- earnings-preview: the report date, consensus EPS and revenue with their range, the beat and miss record, analyst ratings and what to watch
- earnings-recap: actual vs estimated EPS, the size of the surprise, revenue and margin trends, and the price reaction
- estimate-analysis: consensus by period, the spread of estimates, revision trends over 7 to 90 days and how accurate past estimates were
- etf-premium: an ETF's premium or discount to NAV, peer comparisons and screens, and why a gap opened
- options-payoff: an interactive payoff chart for a position or strategy, with expiry P&L, Black-Scholes value and sliders for strikes, implied volatility and days to expiry
- saas-valuation-compression: how a private SaaS company's ARR multiple changed across funding rounds, and what drove it
- sepa-strategy: Mark Minervini's SEPA method for analysing growth stocks: stage analysis, the trend template, base patterns and risk-based position sizing
- stock-correlation: correlated peers, beta and spreads, correlation matrices and rolling correlation
- stock-liquidity: spreads, dollar volume, market-impact and slippage estimates and Amihud illiquidity, rolled into a liquidity grade
- yfinance-data: quotes, price history, financial statements, options chains, dividends, estimates and holders

How it works
- In Codex, run codex plugin marketplace add himself65/finance-skills, then codex plugin add finance-market-analysis@finance-skills.
- For Claude Code, Cursor and more, run npx plugins add himself65/finance-skills and pick the market analysis group. One skill on its own: npx skills add himself65/finance-skills --skill yfinance-data.
- Ask in plain words or just give a ticker. The matching skill loads, installs yfinance if it's missing and runs the analysis in Python.

Good to know
- The data comes from Yahoo Finance through yfinance, which isn't affiliated with Yahoo. The skills say the data is for research and educational purposes, and that Yahoo's consensus figures can lag real-time providers.
- The skills need an agent that can run Python and reach the internet, such as Claude Code or Codex. No account or API key is needed.
- The skills close with their caveats, and the SEPA skill says never to trade on its analysis alone.
- It's a community project by Alex Yang, MIT licensed, and not an official Yahoo tool.

- Type: Skill
- Made by: himself65
- Category: Finance
- Formats: Skills, Claude plugins
- Version: latest
- Website: https://skills.himself65.com/
- Source: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis
- Page: https://pluginboard.ai/skills/finance-market-analysis

## Works with

- ChatGPT
- Claude
- Gemini
- GitHub Copilot
- Cursor
- Claude Code
- Codex
- Antigravity
- Gemini CLI
- Replit
- OpenClaw
- OpenCode
- Hermes Agent

## Install

### ChatGPT

In ChatGPT: Download the market-analysis folder and zip it, then Plugins → Skills → Create → Upload from your computer. Business and Enterprise plans.

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### Claude

In Claude (web or desktop): Download each skill’s folder and zip it, then upload them one at a time in Customize → Skills.

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### Gemini

In Gemini: Download the market-analysis folder, then at gemini.google.com click Customize → Skills → Create → Upload and pick the folder (or a .zip of it).

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### GitHub Copilot

Copy all 11 skills, in your terminal:

```shell
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/company-valuation ~/.copilot/skills/company-valuation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-preview ~/.copilot/skills/earnings-preview
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-recap ~/.copilot/skills/earnings-recap
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/estimate-analysis ~/.copilot/skills/estimate-analysis
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/etf-premium ~/.copilot/skills/etf-premium
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/options-payoff ~/.copilot/skills/options-payoff
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/saas-valuation-compression ~/.copilot/skills/saas-valuation-compression
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/sepa-strategy ~/.copilot/skills/sepa-strategy
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-correlation ~/.copilot/skills/stock-correlation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-liquidity ~/.copilot/skills/stock-liquidity
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/yfinance-data ~/.copilot/skills/yfinance-data
```

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### Cursor

Copy all 11 skills, in your terminal:

```shell
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/company-valuation ~/.cursor/skills/company-valuation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-preview ~/.cursor/skills/earnings-preview
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-recap ~/.cursor/skills/earnings-recap
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/estimate-analysis ~/.cursor/skills/estimate-analysis
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/etf-premium ~/.cursor/skills/etf-premium
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/options-payoff ~/.cursor/skills/options-payoff
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/saas-valuation-compression ~/.cursor/skills/saas-valuation-compression
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/sepa-strategy ~/.cursor/skills/sepa-strategy
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-correlation ~/.cursor/skills/stock-correlation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-liquidity ~/.cursor/skills/stock-liquidity
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/yfinance-data ~/.cursor/skills/yfinance-data
```

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### Claude Code

In Claude Code, as a plugin:

```text
/plugin marketplace add himself65/finance-skills
/plugin install finance-market-analysis@finance-skills
```

Copy all 11 skills, in your terminal:

```shell
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/company-valuation ~/.claude/skills/company-valuation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-preview ~/.claude/skills/earnings-preview
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-recap ~/.claude/skills/earnings-recap
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/estimate-analysis ~/.claude/skills/estimate-analysis
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/etf-premium ~/.claude/skills/etf-premium
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/options-payoff ~/.claude/skills/options-payoff
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/saas-valuation-compression ~/.claude/skills/saas-valuation-compression
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/sepa-strategy ~/.claude/skills/sepa-strategy
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-correlation ~/.claude/skills/stock-correlation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-liquidity ~/.claude/skills/stock-liquidity
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/yfinance-data ~/.claude/skills/yfinance-data
```

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### Codex

Copy all 11 skills, in your terminal:

```shell
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/company-valuation ~/.agents/skills/company-valuation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-preview ~/.agents/skills/earnings-preview
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-recap ~/.agents/skills/earnings-recap
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/estimate-analysis ~/.agents/skills/estimate-analysis
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/etf-premium ~/.agents/skills/etf-premium
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/options-payoff ~/.agents/skills/options-payoff
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/saas-valuation-compression ~/.agents/skills/saas-valuation-compression
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/sepa-strategy ~/.agents/skills/sepa-strategy
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-correlation ~/.agents/skills/stock-correlation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-liquidity ~/.agents/skills/stock-liquidity
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/yfinance-data ~/.agents/skills/yfinance-data
```

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### Antigravity

In Antigravity: Copy the market-analysis folder into ~/.gemini/config/skills (Antigravity app and IDE) or ~/.gemini/antigravity-cli/skills (Antigravity CLI).

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### Gemini CLI

Copy all 11 skills, in your terminal:

```shell
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/company-valuation ~/.gemini/skills/company-valuation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-preview ~/.gemini/skills/earnings-preview
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-recap ~/.gemini/skills/earnings-recap
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/estimate-analysis ~/.gemini/skills/estimate-analysis
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/etf-premium ~/.gemini/skills/etf-premium
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/options-payoff ~/.gemini/skills/options-payoff
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/saas-valuation-compression ~/.gemini/skills/saas-valuation-compression
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/sepa-strategy ~/.gemini/skills/sepa-strategy
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-correlation ~/.gemini/skills/stock-correlation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-liquidity ~/.gemini/skills/stock-liquidity
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/yfinance-data ~/.gemini/skills/yfinance-data
```

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### Replit

Copy all 11 skills, in your terminal:

```shell
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/company-valuation .agents/skills/company-valuation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-preview .agents/skills/earnings-preview
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-recap .agents/skills/earnings-recap
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/estimate-analysis .agents/skills/estimate-analysis
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/etf-premium .agents/skills/etf-premium
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/options-payoff .agents/skills/options-payoff
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/saas-valuation-compression .agents/skills/saas-valuation-compression
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/sepa-strategy .agents/skills/sepa-strategy
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-correlation .agents/skills/stock-correlation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-liquidity .agents/skills/stock-liquidity
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/yfinance-data .agents/skills/yfinance-data
```

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### OpenClaw

Copy all 11 skills, in your terminal:

```shell
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/company-valuation ~/.openclaw/skills/company-valuation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-preview ~/.openclaw/skills/earnings-preview
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-recap ~/.openclaw/skills/earnings-recap
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/estimate-analysis ~/.openclaw/skills/estimate-analysis
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/etf-premium ~/.openclaw/skills/etf-premium
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/options-payoff ~/.openclaw/skills/options-payoff
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/saas-valuation-compression ~/.openclaw/skills/saas-valuation-compression
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/sepa-strategy ~/.openclaw/skills/sepa-strategy
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-correlation ~/.openclaw/skills/stock-correlation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-liquidity ~/.openclaw/skills/stock-liquidity
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/yfinance-data ~/.openclaw/skills/yfinance-data
```

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### OpenCode

Copy all 11 skills, in your terminal:

```shell
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/company-valuation ~/.config/opencode/skills/company-valuation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-preview ~/.config/opencode/skills/earnings-preview
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-recap ~/.config/opencode/skills/earnings-recap
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/estimate-analysis ~/.config/opencode/skills/estimate-analysis
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/etf-premium ~/.config/opencode/skills/etf-premium
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/options-payoff ~/.config/opencode/skills/options-payoff
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/saas-valuation-compression ~/.config/opencode/skills/saas-valuation-compression
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/sepa-strategy ~/.config/opencode/skills/sepa-strategy
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-correlation ~/.config/opencode/skills/stock-correlation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-liquidity ~/.config/opencode/skills/stock-liquidity
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/yfinance-data ~/.config/opencode/skills/yfinance-data
```

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

### Hermes Agent

Copy all 11 skills, in your terminal:

```shell
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/company-valuation ~/.hermes/skills/company-valuation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-preview ~/.hermes/skills/earnings-preview
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/earnings-recap ~/.hermes/skills/earnings-recap
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/estimate-analysis ~/.hermes/skills/estimate-analysis
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/etf-premium ~/.hermes/skills/etf-premium
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/options-payoff ~/.hermes/skills/options-payoff
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/saas-valuation-compression ~/.hermes/skills/saas-valuation-compression
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/sepa-strategy ~/.hermes/skills/sepa-strategy
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-correlation ~/.hermes/skills/stock-correlation
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/stock-liquidity ~/.hermes/skills/stock-liquidity
npx -y degit himself65/finance-skills/plugins/market-analysis/skills/yfinance-data ~/.hermes/skills/yfinance-data
```

View the skills on GitHub: https://github.com/himself65/finance-skills/tree/HEAD/plugins/market-analysis

---
From Pluginboard (https://pluginboard.ai).
