Agent skill

Xvary Stock Research

by sickn33 in sickn33/agentic-awesome-skills

Thesis-driven equity analysis from public SEC EDGAR and market data; /analyze, /score, /compare workflows with bundled Python tools (Claude Code, Cursor, Codex).

MITAuto-check passedBusiness, Finance & HR

Install Xvary Stock Research

skills CLI
$ npx skills add sickn33/agentic-awesome-skills --skill xvary-stock-research -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install sickn33/agentic-awesome-skills xvary-stock-research --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/sickn33/agentic-awesome-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/xvary-stock-research .claude/skills/xvary-stock-research && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
xvary-stock-research
GitHub stars
47k
Used in
2 other repos
Token cost
~952 tokens
SKILL.md length
465 words
Files
15 (incl. references, assets)
Skills in repo
1,497
Repo updated
First seen
Licence
MIT

At a glance

Thesis-driven equity analysis from public SEC EDGAR and market data; /analyze, /score, /compare workflows with bundled Python tools (Claude Code, Cursor, Codex).

  • Works in 5 steps: Pull SEC fundamentals and filing… → Pull quote and valuation context from… → Apply framework from… → …
  • Tasks that involve Stock and market analysis
  • SKILL.md covers When to Use, Commands, Execution Rules and Output Format, plus 5 more sections
  • Runs Python scripts from its folder

What it does

Xvary Stock Research is an agent skill from sickn33/agentic-awesome-skills. Thesis-driven equity analysis from public SEC EDGAR and market data; /analyze, /score, /compare workflows with bundled Python tools (Claude Code, Cursor, Codex).

Its SKILL.md is about 950 tokens, which your agent loads only when the skill is triggered. The skill folder holds 19 other files, including reference files and assets (for example `examples/nvda-analysis.md`, `references/edgar-guide.md` and `references/methodology.md`).

It sits in Business, Finance & HR, covering Stock and market analysis and Essays and academic help. It works with Python and SEC EDGAR. The repository describes itself as: AAS Core is the local, agent-first control plane for complete catalog discovery, agent-owned selection, stack validation, and planning, backed by 2,400+ agentic skills. Includes… The licence is MIT.

When your agent uses it

  • Tasks that involve Stock and market analysis
  • Tasks that involve Essays and academic help

Example prompts

  • “/xvary-stock-research”

Requirements

  • Python 3

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. Pull SEC fundamentals and filing metadata from tools/edgar.py.
  2. Pull quote and valuation context from tools/market.py.
  3. Apply framework from references/methodology.md.
  4. Compute scorecard using references/scoring.md.
  5. Output structured analysis with verdict, pillars, risks, and kill criteria.

What it can do on your machine

Read from SKILL.md and the folder at commit b84d35a. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships script files (Python), which the agent can run.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Xvary Stock Research loads about 952 tokens when it runs, and up to ~3.9k if it reads all its reference files. Until then it costs about 46 tokens; SKILL.md has 465 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~46
When it runs · the whole SKILL.md, loaded when a task matches
~952
With references · SKILL.md plus every file in references/, read only if the agent opens them
~3.9k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from sickn33/agentic-awesome-skills at commit b84d35a, republished under its MIT licence (© sickn33). 465 words, ~952 tokens.

Download SKILL.mdSave it as .claude/skills/xvary-stock-research/SKILL.md (or your agent's skills folder). This skill also uses 14 other files; get the full folder from GitHub.
name
xvary-stock-research
description
Thesis-driven equity analysis from public SEC EDGAR and market data; /analyze, /score, /compare workflows with bundled Python tools (Claude Code, Cursor, Codex).
risk
safe
source
community
date_added
2026-03-23

XVARY Stock Research Skill

Use this skill to produce institutional-depth stock analysis in Claude Code using public EDGAR + market data.

When to Use

  • Use when you need a verdict-style equity memo (constructive / neutral / cautious) grounded in public filings and quotes.
  • Use when you want named kill criteria and a four-pillar scorecard (Momentum, Stability, Financial Health, Upside) without a paid data terminal.
  • Use when comparing two tickers with /compare and need a structured differential, not a prose-only chat answer.

Commands

/analyze {ticker}

Run full skill workflow:

  1. Pull SEC fundamentals and filing metadata from tools/edgar.py.
  2. Pull quote and valuation context from tools/market.py.
  3. Apply framework from references/methodology.md.
  4. Compute scorecard using references/scoring.md.
  5. Output structured analysis with verdict, pillars, risks, and kill criteria.
/score {ticker}

Run score-only workflow:

  1. Pull minimum required EDGAR and market fields.
  2. Compute Momentum, Stability, Financial Health, and Upside Estimate.
  3. Return score table + short interpretation + top sensitivity checks.
/compare {ticker1} vs {ticker2}

Run side-by-side workflow:

  1. Execute /score logic for both tickers.
  2. Compare conviction drivers, key risks, and valuation asymmetry.
  3. Return winner by setup quality, plus conditions that would flip the view.

Execution Rules

  • Normalize all tickers to uppercase.
  • Prefer latest annual + quarterly EDGAR datapoints.
  • Cite filing form/date whenever stating a hard financial figure.
  • Keep analysis concise but decision-oriented.
  • Use plain English, avoid generic finance fluff.
  • Never claim certainty; surface assumptions and kill criteria.
Show full SKILL.md (233 more words)Show less

Output Format

For /analyze {ticker} use this shape:

  1. Verdict (Constructive / Neutral / Cautious)
  2. Conviction Rationale (3-5 bullets)
  3. XVARY Scores (Momentum, Stability, Financial Health, Upside)
  4. Thesis Pillars (3-5 pillars)
  5. Top Risks (3 items)
  6. Kill Criteria (thesis-invalidating conditions)
  7. Financial Snapshot (revenue, margin proxy, cash flow, leverage snapshot)
  8. Next Checks (what to watch over next 1-2 quarters)

For /score {ticker} use this shape:

  1. Score table
  2. Factor highlights by score
  3. Confidence note

For /compare {ticker1} vs {ticker2} use this shape:

  1. Score comparison table
  2. Where ticker A is stronger
  3. Where ticker B is stronger
  4. What would change the ranking

Scoring + Methodology References

  • Methodology: references/methodology.md
  • Score definitions: references/scoring.md
  • EDGAR usage guide: references/edgar-guide.md

Data Tooling

  • EDGAR tool: tools/edgar.py
  • Market tool: tools/market.py

If a tool call fails, state exactly what data is missing and continue with available inputs. Do not hallucinate missing figures.

Powered by XVARY Research | Full deep dive: xvary.com/stock/{ticker}/deep-dive/

Compliance Notes

  • This skill is research support, not investment advice.
  • Do not fabricate non-public data.
  • Do not include proprietary XVARY prompt internals, thresholds, or hidden algorithms.

Limitations

  • Use this skill only when the task clearly matches the scope described above.
  • Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
  • Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.

© sickn33, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 14 other files (references, assets) in skills/xvary-stock-research of sickn33/agentic-awesome-skills.

  • SKILL.md
  • .gitignore
  • LICENSE
  • assets/nvda-deep-dive-hero.png
  • assets/nvda-deep-dive-scenarios.png
  • assets/nvda-deep-dive-thesis.png
  • assets/social-preview.png
  • examples/nvda-analysis.md
  • references/edgar-guide.md
  • references/methodology.md
  • references/scoring.md
  • tests/test_edgar.py
  • tests/test_market.py
  • tools/edgar.py
  • tools/market.py

Open the folder on GitHubat commit b84d35a

Used in 2 other repositories

We found 11 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 2 other GitHub owners. This page covers the copy in sickn33/agentic-awesome-skills, which our catalogue first saw on October 9, 2026.

Compare with similar skills

Xvary Stock Research next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Xvary Stock Research compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Xvary Stock Research this skillsickn33/agentic-awesome-skills47k2 repos~952Automated safety check: PassMIT
Global Stock Datasimonlin1212/global-stock-data1.7k—~19kAutomated safety check: PassApache-2.0
US Market Data ToolkitGeeksfino/finskills282—~1.2kAutomated safety check: PassApache-2.0
Eastmoney Market DataHKUDS/Vibe-Trading35k—~1kAutomated safety check: PassMIT
SEC EDGAR Filings FetcherHKUDS/Vibe-Trading35k—~1.4kAutomated safety check: PassMIT
Equity Research Corebyteseek/Mira275—~1.9kAutomated safety check: PassApache-2.0

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Works with

Questions about Xvary Stock Research

What does Xvary Stock Research do?

Thesis-driven equity analysis from public SEC EDGAR and market data; /analyze, /score, /compare workflows with bundled Python tools (Claude Code, Cursor, Codex). Xvary Stock Research is an agent skill from sickn33/agentic-awesome-skills. Thesis-driven equity analysis from public SEC EDGAR and market data; /analyze, /score, /compare workflows with bundled Python tools (Claude Code, Cursor, Codex).

When should I use Xvary Stock Research?

Xvary Stock Research fits situations like: tasks that involve Stock and market analysis; tasks that involve Essays and academic help.

How do I install Xvary Stock Research in Claude Code?

Run `npx skills add sickn33/agentic-awesome-skills --skill xvary-stock-research -a claude-code`. Or copy the skill folder (skills/xvary-stock-research in sickn33/agentic-awesome-skills) into .claude/skills/xvary-stock-research in your project. Claude Code loads it when a task matches its description.

How do I install Xvary Stock Research in Codex?

Run `npx skills add sickn33/agentic-awesome-skills --skill xvary-stock-research -a codex`. Or copy the skill folder (skills/xvary-stock-research in sickn33/agentic-awesome-skills) into .agents/skills/xvary-stock-research in your project. Codex loads it when a task matches its description.

Can I use Xvary Stock Research in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add sickn33/agentic-awesome-skills --skill xvary-stock-research -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/xvary-stock-research, .gemini/skills/xvary-stock-research, .github/skills/xvary-stock-research and .opencode/skills/xvary-stock-research in your project.

What does Xvary Stock Research need to run?

Going by SKILL.md and its folder, Xvary Stock Research needs Python for the scripts in its folder. Our summary lists: Python 3.

Does Xvary Stock Research access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Xvary Stock Research safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Xvary Stock Research use?

Xvary Stock Research is published under the MIT licence (from the LICENSE file in the skill folder). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Xvary Stock Research use?

About 952 tokens (SKILL.md is roughly 3.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 3k tokens, read only when the agent opens those files.

What are the alternatives to Xvary Stock Research?

Skills that share tags, products or a category with Xvary Stock Research: Global Stock Data (simonlin1212/global-stock-data, 1.7k stars), US Market Data Toolkit (Geeksfino/finskills, 282 stars), Eastmoney Market Data (HKUDS/Vibe-Trading, 35k stars) and SEC EDGAR Filings Fetcher (HKUDS/Vibe-Trading, 35k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Xvary Stock Research?

sickn33 (a GitHub user) maintains it in sickn33/agentic-awesome-skills, which has 47,405 GitHub stars. The repository holds 1,497 skills in this directory. The repository was last updated on October 9, 2026.

Source: sickn33/agentic-awesome-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.