---
name: sophnet-stock
description: Analyze stocks and cryptocurrencies using Yahoo Finance data. Use when the user asks about stock analysis, portfolio tracking, earnings reactions, crypto monitoring, trending stocks, or finding rumors before they hit mainstream.
metadata: {"openclaw":{"emoji":"📈","requires":{"bins":["uv"]},"install":[{"id":"uv-brew","kind":"brew","formula":"uv","bins":["uv"],"label":"Install uv (brew)"}]}}
---

# Stock Analysis v6.1

Analyze US stocks and cryptocurrencies with 8-dimension analysis, portfolio management, watchlists, alerts, dividend analysis, and **viral trend detection**.

## What's New in v6.2

- 🔮 **Rumor Scanner** — Early signals before mainstream news
  - M&A rumors and takeover bids
  - Insider buying/selling activity
  - Analyst upgrades/downgrades
  - Twitter/X "hearing that...", "sources say..." detection
- 🎯 **Impact Scoring** — Rumors ranked by potential market impact

## What's in v6.1

- 🔥 **Hot Scanner** — Find viral stocks & crypto across multiple sources
- 🐦 **Twitter/X Integration** — Social sentiment via bird CLI
- 📰 **Multi-Source Aggregation** — CoinGecko, Google News, Yahoo Finance
- ⏰ **Cron Support** — Daily trend reports

## What's in v6.0

- 🆕 **Watchlist + Alerts** — Price targets, stop losses, signal changes
- 🆕 **Dividend Analysis** — Yield, payout ratio, growth, safety score
- 🆕 **Fast Mode** — `--fast` skips slow analyses (insider, news)
- 🆕 **Improved Performance** — `--no-insider` for faster runs

## Quick Commands

### Stock Analysis
```bash
# Basic analysis
uv run {baseDir}/scripts/analyze_stock.py AAPL

# Fast mode (skips insider trading & breaking news)
uv run {baseDir}/scripts/analyze_stock.py AAPL --fast

# Compare multiple
uv run {baseDir}/scripts/analyze_stock.py AAPL MSFT GOOGL

# Crypto
uv run {baseDir}/scripts/analyze_stock.py BTC-USD ETH-USD
```

### Dividend Analysis (NEW v6.0)
```bash
# Analyze dividends
uv run {baseDir}/scripts/dividends.py JNJ

# Compare dividend stocks
uv run {baseDir}/scripts/dividends.py JNJ PG KO MCD --output json
```

**Dividend Metrics:**
- Dividend Yield & Annual Payout
- Payout Ratio (safe/moderate/high/unsustainable)
- 5-Year Dividend Growth (CAGR)
- Consecutive Years of Increases
- Safety Score (0-100)
- Income Rating (excellent/good/moderate/poor)

### Watchlist + Alerts (NEW v6.0)
```bash
# Add to watchlist
uv run {baseDir}/scripts/watchlist.py add AAPL

# With price target alert
uv run {baseDir}/scripts/watchlist.py add AAPL --target 200

# With stop loss alert
uv run {baseDir}/scripts/watchlist.py add AAPL --stop 150

# Alert on signal change (BUY→SELL)
uv run {baseDir}/scripts/watchlist.py add AAPL --alert-on signal

# View watchlist
uv run {baseDir}/scripts/watchlist.py list

# Check for triggered alerts
uv run {baseDir}/scripts/watchlist.py check
uv run {baseDir}/scripts/watchlist.py check --notify  # Telegram format

# Remove from watchlist
uv run {baseDir}/scripts/watchlist.py remove AAPL
```

**Alert Types:**
- 🎯 **Target Hit** — Price >= target
- 🛑 **Stop Hit** — Price <= stop
- 📊 **Signal Change** — BUY/HOLD/SELL changed

### Portfolio Management
```bash
# Create portfolio
uv run {baseDir}/scripts/portfolio.py create "Tech Portfolio"

# Add assets
uv run {baseDir}/scripts/portfolio.py add AAPL --quantity 100 --cost 150
uv run {baseDir}/scripts/portfolio.py add BTC-USD --quantity 0.5 --cost 40000

# View portfolio
uv run {baseDir}/scripts/portfolio.py show

# Analyze with period returns
uv run {baseDir}/scripts/analyze_stock.py --portfolio "Tech Portfolio" --period weekly
```

### 🔥 Hot Scanner (NEW v6.1)
```bash
# Full scan - find what's trending NOW
python3 {baseDir}/scripts/hot_scanner.py

# Fast scan (skip social media)
python3 {baseDir}/scripts/hot_scanner.py --no-social

# JSON output for automation
python3 {baseDir}/scripts/hot_scanner.py --json
```

**Data Sources:**
- 📊 CoinGecko Trending — Top 15 trending coins
- 📈 CoinGecko Movers — Biggest gainers/losers
- 📰 Google News — Finance & crypto headlines
- 📉 Yahoo Finance — Gainers, losers, most active
- 🐦 Twitter/X — Social sentiment (requires auth)

**Output:**
- Top trending by mention count
- Crypto highlights with 24h changes
- Stock movers by category
- Breaking news with tickers

**Twitter Setup (Optional):**
1. Install bird: `npm install -g @steipete/bird`
2. Login to x.com in Safari/Chrome
3. Create `.env` with `AUTH_TOKEN` and `CT0`

### 🔮 Rumor Scanner (NEW v6.2)
```bash
# Find early signals, M&A rumors, insider activity
python3 {baseDir}/scripts/rumor_scanner.py
```

**What it finds:**
- 🏢 **M&A Rumors** — Merger, acquisition, takeover bids
- 👔 **Insider Activity** — CEO/Director buying/selling
- 📊 **Analyst Actions** — Upgrades, downgrades, price target changes
- 🐦 **Twitter Whispers** — "hearing that...", "sources say...", "rumor"
- ⚖️ **SEC Activity** — Investigations, filings

**Impact Scoring:**
- Each rumor is scored by potential market impact (1-10)
- M&A/Takeover: +5 points
- Insider buying: +4 points
- Upgrade/Downgrade: +3 points
- "Hearing"/"Sources say": +2 points
- High engagement: +2 bonus

**Best Practice:** Run at 07:00 before US market open to catch pre-market signals.

## Analysis Dimensions (8 for stocks, 3 for crypto)

### Stocks
| Dimension | Weight | Description |
|-----------|--------|-------------|
| Earnings Surprise | 30% | EPS beat/miss |
| Fundamentals | 20% | P/E, margins, growth |
| Analyst Sentiment | 20% | Ratings, price targets |
| Historical | 10% | Past earnings reactions |
| Market Context | 10% | VIX, SPY/QQQ trends |
| Sector | 15% | Relative strength |
| Momentum | 15% | RSI, 52-week range |
| Sentiment | 10% | Fear/Greed, shorts, insiders |

### Crypto
- Market Cap & Category
- BTC Correlation (30-day)
- Momentum (RSI, range)

## Sentiment Sub-Indicators

| Indicator | Source | Signal |
|-----------|--------|--------|
| Fear & Greed | CNN | Contrarian (fear=buy) |
| Short Interest | Yahoo | Squeeze potential |
| VIX Structure | Futures | Stress detection |
| Insider Trades | SEC EDGAR | Smart money |
| Put/Call Ratio | Options | Sentiment extreme |

## Risk Detection

- ⚠️ **Pre-Earnings** — Warns if < 14 days to earnings
- ⚠️ **Post-Spike** — Flags if up >15% in 5 days
- ⚠️ **Overbought** — RSI >70 + near 52w high
- ⚠️ **Risk-Off** — GLD/TLT/UUP rising together
- ⚠️ **Geopolitical** — Taiwan, China, Russia, Middle East keywords
- ⚠️ **Breaking News** — Crisis keywords in last 24h

## Performance Options

| Flag | Effect | Speed |
|------|--------|-------|
| (default) | Full analysis | 5-10s |
| `--no-insider` | Skip SEC EDGAR | 3-5s |
| `--fast` | Skip insider + news | 2-3s |

## Supported Cryptos (Top 20)

BTC, ETH, BNB, SOL, XRP, ADA, DOGE, AVAX, DOT, MATIC, LINK, ATOM, UNI, LTC, BCH, XLM, ALGO, VET, FIL, NEAR

(Use `-USD` suffix: `BTC-USD`, `ETH-USD`)

## Data Storage

| File | Location |
|------|----------|
| Portfolios | `~/.clawdbot/skills/stock-analysis/portfolios.json` |
| Watchlist | `~/.clawdbot/skills/stock-analysis/watchlist.json` |

## Limitations

- Yahoo Finance may lag 15-20 minutes
- Short interest lags ~2 weeks (FINRA)
- Insider trades lag 2-3 days (SEC filing)
- US markets only (non-US incomplete)
- Breaking news: 1h cache, keyword-based

## Disclaimer

⚠️ **NOT FINANCIAL ADVICE.** For informational purposes only. Consult a licensed financial advisor before making investment decisions.
