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Stock Analyst Agent

A deep equity research agent that pulls live market data, analyzes financials, compares valuations to peers, and produces comprehensive investment reports with bull, base, and bear case scenarios.

Custom Agent·Model: Opus·8 tools·4 sections·1 min read

financeresearch

Install Prompt

Paste this into Claude Code to set it up:

I want to add the Stock Analyst agent to my Claude Code setup.

Create the file ~/.claude/agents/stock-analyst.md with the agent definition. The frontmatter must start on line 1 (no blank line before ---).

The agent should:
- Act as a deep equity research analyst that pulls live market data, analyzes financials, compares valuations to peers, and produces comprehensive investment reports
- Construct bull, base, and bear case scenarios with probability weighted fair value estimates
- Model: opus
- Tools: Read, Grep, Glob, Write, Edit, Bash, WebSearch, WebFetch
- Color: blue

This agent works best with the Yahoo Finance MCP for live market data and Perplexity MCP for qualitative research context.

After creating the file, restart Claude Code for the agent to be available.

01What It Does

Your personal equity research analyst

When you ask this agent to analyze a stock, it conducts the same structured research process a professional analyst follows. It pulls live data from Yahoo Finance, researches the competitive landscape, calculates key valuation metrics, identifies risks, and constructs a three scenario investment thesis with probability weighted fair value estimates.

Data Collection

Pulls current price, historical prices, income statements, cash flow, dividends, analyst recommendations, earnings dates, and news from Yahoo Finance MCP.

Company Research

Uses Perplexity or Firecrawl to research competitive landscape, recent developments, industry trends, management quality, and analyst sentiment.

Financial Analysis

Calculates P/E, P/S, EV/EBITDA, P/FCF, PEG ratio, revenue growth, margin trends, and debt ratios. Compares each to historical averages and peers.

Risk Assessment

Categorizes risks: company specific (key person, customer concentration), industry (disruption, regulation), macro (interest rates, currency), and valuation risk.

Investment Thesis

Constructs bull (25%), base (50%), and bear (25%) cases with revenue assumptions, target multiples, and implied price targets. Calculates probability weighted fair value.

02Metrics Analyzed

	Category	Key Metrics
Valuation	How expensive the stock is relative to earnings and growth	P/E (trailing and forward), P/S, EV/EBITDA, P/FCF, PEG ratio
Growth	How fast the company is growing revenue and profits	Revenue growth (YoY, QoQ), earnings growth, free cash flow growth, margin trends
Financial Health	How solid the company's balance sheet is	Debt to equity, interest coverage, current ratio, free cash flow yield

Every metric is compared three ways: against the company's own 5 year historical average, against direct competitors, and against the sector median. A P/E ratio only means something in context.

03The Report

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Executive SummaryWhat the company does and the key investment thesis in two paragraphs.

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Financial SnapshotKey metrics table with comparisons to peers and historical averages.

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Scenario AnalysisBull, base, and bear cases with assumptions, target multiples, and implied prices.

Every report includes a prominent disclaimer: this is AI generated analysis, not professional financial advice. Data may be slightly delayed. Always verify critical claims before making investment decisions.

04Works Well With

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Yahoo Finance MCPThe primary data source. Provides real time prices, financial statements, dividends, earnings, and analyst recommendations.

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Perplexity MCPProvides the qualitative context that numbers alone cannot capture: strategy, industry trends, management quality, and competitive dynamics.

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Todoist MCPCreates investment action items from research: "Review NVDA position after Q4 earnings" or "Rebalance portfolio by month end."

Tool Access

ReadGrepGlobWriteEditBashWebSearchWebFetch