quick-stock-analysislisted
Install: claude install-skill from68/claude-portfolio-management-skills
# Quick Stock Analysis
A fast, opinionated screen that answers one question: **should I bother doing deeper fundamental analysis on this stock?** It runs through 5 gates. **All five gates are always evaluated** — a failing gate never ends the screen — and the outcome is reported as a score out of five (e.g. `4/5`) alongside the per-gate breakdown, because a stock that misses one gate can still be interesting. Only a 5/5 earns an "Invest" verdict.
**The stock symbol MUST be provided by the user. If not, ask for it.**
This is a screening tool, not an investment decision. A passing verdict means "worth a closer look" — always follow up with the `full-stock-analysis` skill before committing capital.
## Data Access
**All data comes from the FMP MCP connector.** Do not use WebSearch, a scraped page, or a
local library for any gate value — if FMP cannot supply a field, the field is `UNKNOWN`.
Invoke the `market-data` skill if you need the exact endpoint or field name for anything
below.
Make these four calls before evaluating any gate:
```
1. statements(endpoint="income-statement", symbol=<TICKER>, period="annual", limit=5)
2. statements(endpoint="metrics-ratios", symbol=<TICKER>, period="annual", limit=5)
3. statements(endpoint="balance-sheet-statement", symbol=<TICKER>, period="annual", limit=5)
4. quote(endpoint="quote", symbol=<TICKER>)
```
Two optional calls, used only where noted:
```
5. company(endpoint="profile-symbol", symbol=<TICKER>) # ind