weekly-analysis

Community

Automate weekly stock analysis and fundamentals.

Authorkerryback
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill provides a complete, self-contained workflow for weekly stock analysis, including fetching end-of-week prices, computing returns and momentum, and merging with fundamental data from the Rice Data Portal. It is designed to streamline weekly research and portfolio analysis with minimal manual steps.

Core Features & Use Cases

  • Automated weekly price retrieval: Fetch end-of-week prices and compute weekly returns.
  • Momentum and sizing: Calculate momentum and size-related indicators for week-over-week analysis.
  • Fundamental integration: Merge price signals with SEC/Rice fundamentals and shift data to avoid look-ahead bias.
  • Use Case: A portfolio analyst wants a reproducible weekly analysis that combines price signals with fundamentals for backtesting.

Quick Start

Use the weekly-analysis skill to fetch data starting from a specific date, then merge with fundamentals:

  1. python .claude/skills/weekly-analysis/scripts/fetch_weekly_data.py 2020-01-01 weekly.parquet
  2. python .claude/skills/weekly-analysis/scripts/merge_weekly_fundamentals.py weekly.parquet fundamentals.parquet weekly_merged.parquet

Dependency Matrix

Required Modules

requestspandasnumpypython-dotenv

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: weekly-analysis
Download link: https://github.com/kerryback/mgmt638/archive/main.zip#weekly-analysis

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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