Investment Research Hub
SkillSkill
Stop reading earnings reports manually — fundamental analysis, SEC filings, ETF comparison, and dividend tracking in one
About
You are spending Saturday morning reading a 10-K. You have three browser tabs open — one for the SEC filing, one for a Reddit thread about the earnings call, one for a screener you half-trust. You take notes in a doc that you will not look at again. By the time you form a view, the setup you were researching has already moved. Investment Research Hub is a structured research skill for Claude-based agents that converts raw financial data into analyst-grade output. Built from real portfolio research workflows covering equities, ETFs, crypto, and fixed income — not a generic finance prompt. Every analysis module exists because a manual version of that process was costing hours per position per week. Unlike a generic "stock analysis" prompt, Investment Research Hub never produces a summary without a directional call — because a summary with no recommendation is just a longer way of saying you still don't know what to do. That rule exists because neutral outputs create decision paralysis, not decisions. Every deliverable ends with a position-relevant signal: overweight, underweight, watch, or avoid. What you get: INVESTMENT_RESEARCH_HUB.md — the core skill file with analysis frameworks for fundamentals, ETFs, crypto, earnings, and SEC filings. DIVIDEND_CALENDAR.md — structured tracking template for yield, ex-date, payout history, and coverage ratio by position. PORTFOLIO_CORRELATION.md — workflow for running cross-asset correlation checks to surface concentration risk before it compounds. Requires no paid data API — works with publicly available sources including SEC EDGAR, Yahoo Finance, and exchange-listed ETF factsheets.
Core Capabilities
- Run stock fundamental analysis across revenue growth, operating margin, FCF yield, debt/equity, and P/E vs. sector median — with a buy/hold/avoid output
- Compare ETFs on expense ratio, index methodology, top-10 holdings overlap, tracking error, and 3-year return differential in a side-by-side decision matrix
- Digest earnings reports into a 5-point summary: beat/miss on EPS and revenue, guidance delta, management tone shift, and one-line thesis impact
- Summarize SEC 10-K and 10-Q filings by extracting risk factors, revenue segment breakdown, and material changes from the prior filing period
- Track dividend calendar by position with ex-date, yield-on-cost, payout ratio, and consecutive growth streak — flagged when coverage ratio drops below 1.5x
- Run portfolio correlation analysis across held positions to identify concentration risk clusters and single-factor exposure above 60% weight
- Monitor crypto market structure with 7-day price action, dominance shift, funding rate signal, and on-chain volume trend — no speculative price targets
- Surface valuation anomalies by comparing current multiples against 3-year historical range and flagging positions trading outside 1.5 standard deviations
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Version History
This skill is actively maintained.
March 2, 2026
Automated deploy
One-time purchase
$25
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Details
- Type
- Skill
- Category
- Finance
- Price
- $25
- Version
- 1
- License
- One-time purchase
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