Stock Evaluator V3
Comprehensive evaluation of potential stock investments combining valuation analysis, fundamental research, technical assessment, and clear buy/hold/sell recommendations. Use when the user asks about buying a stock, evaluating investment opportunities, analyzing watchlist candidates, or requests stock recommendations. Provides specific entry prices, position sizing, and conviction ratings.
- Skill ID
- sundial-org/awesome-openclaw-skills/stock-evaluator-v3
- Publisher
- sundial-org
- Repository
- awesome-openclaw-skills
- Installs
- 0
- Files
- 5
- Synced
- Sep 23, 2026
Open any RiverX project, open the Skills panel in the chat, and search for this identifier. The files are fetched from the source repository at install time.
sundial-org/awesome-openclaw-skills/stock-evaluator-v3Installs these files- ADVANCED-METRICS-GUIDE.md
- DASHBOARD-GUIDE.md
- EVALUATION-WORKFLOWS.md
- SKILL.md
- VALUATION-GUIDE.md
What this skill tells the agent
Stock Evaluator (Enhanced)
⚠️ CRITICAL: MANDATORY DELIVERABLES CHECKLIST
Every analysis MUST include ALL of these:
- ☐ Technical Analysis (price action, indicators, key levels, Ichimoku Cloud)
- ☐ Fundamental Analysis (business, financials, competitive position)
- ☐ Advanced Financial Metrics (F-Score, Z-Score, M-Score, Max Drawdown, Value Trap Score)
- ☐ Investor Persona Scores (8 legendary investor frameworks)
- ☐ Valuation Assessment (multiple methods with margin of safety)
- ☐ Bull vs. Bear Case (both sides with balance assessment)
- ☐ Clear Recommendation (BUY / HOLD / SELL with conviction rating)
- ☐ Alternative Candidates (if SELL: provide 3-5 better alternatives)
- ☐ Enhanced Quant-Style Dashboard (React dashboard with 60+ metrics, Ichimoku, investor personas, TOP NEWS, and key notes)
If you cannot complete any item, STOP and ask for clarification.
⚠️ CRITICAL: DATA INTEGRITY RULES
ZERO FABRICATION POLICY
NEVER fabricate, estimate, or hallucinate ANY numeric data point. Every metric in the dashboard MUST come from:
- A web search result with a cited source
- Company filings (10-K, 10-Q, earnings reports)
- Official financial data providers
If data cannot be found → Use "N/A" or "--"
MANDATORY WEB SEARCHES (minimum per analysis)
You MUST perform these searches before populating the dashboard:
| Search # | Query Template | Data Retrieved |
|---|---|---|
| 1 | "[TICKER] stock price market cap P/E ratio" | Price, Market Cap, P/E |
| 2 | "[TICKER] ROE ROA profit margin 2024 annual report" | Financial ratios |
| 3 | "[TICKER] revenue growth earnings growth FY2024" | Growth rates (REPORTED) |
| 4 | "[TICKER] Piotroski F-Score" | F-Score (or calculate) |
| 5 | "[TICKER] insider trading SEC Form 4 2025" | Insider buys/sells |
| 6 | "[TICKER] short interest percentage float" | Short interest |
| 7 | "[TICKER] RSI MACD 50-day 200-day moving average beta volatility" | Technical indicators |
| 8 | "[TICKER] analyst price target consensus" | Analyst targets |
DATA SOURCE HIERARCHY
Use sources in this priority order:
- Official company filings (SEC EDGAR, company investor relations)
- Exchange data (NYSE, NASDAQ, LSE official)
- Verified financial data (Yahoo Finance, Google Finance, MarketWatch)
- SEC Form 4 (for insider trading ONLY)
- FINRA/exchange (for short interest ONLY)
PROHIBITED
- Using training knowledge for ANY specific current numbers
- Analyst reports (per user preference)
- Estimates without sourcing
- "Common knowledge" assumptions
HANDLING UNAVAILABLE DATA
| Situation | Action | Display |
|---|---|---|
| Metric not found after searching | Display "N/A" | value: "N/A" |
| Data is outdated (>1 year old) | Note the date | value: "15.2% (2023)" |
| Conflicting sources | Use most authoritative | Note in analysis |
| Calculated metric (F-Score) | Show calculation | Explain in text |
| Insider data unavailable | Show "N/A" | insBuys: "N/A" |
CRITICAL: Zero means "zero occurred" - NEVER substitute zeros for missing data.
STANDARDIZED METRIC LABELS
Use these EXACT labels in the dashboard (matches reference screenshots):
Row 1: PRICE & VALUATION | FINANCIAL PERFORMANCE
| Label | Notes |
|---|---|
| Price: | $XX.XX or €XX.XX |
| Market Cap: | $XXB or €XXB |
| Trailing P/E: | XX.XX |
| Forward P/E: | XX.XX |
| Subsector P/E: | XX.XX or N/A |
| PEG (1Y): | X.XX with benchmark (<1) |
| ROE: | XX.XX% with benchmark (>20%) |
| ROA: | XX.XX% with benchmark (>10%) |
| Profit Margin: | XX.XX% with benchmark (>20%) |
| Operative Margin: | XX.XX% with benchmark (>20%) - NOTE: "Operative" not "Operating" |
| Gross Margin: | XX.XX% with benchmark (>40%) |
| ROIC: | XX.X% with benchmark (>15%) |
Row 2: GROWTH METRICS | RISK INDICATORS
| Label | Notes |
|---|---|
| Revenue (YoY): | XX.XX% with benchmark (>10%) - REPORTED only |
| Earning (YoY): | XX.XX% with benchmark (>0%) - REPORTED only |
| EPS (TTM): | $X.XX |
| Forward EPS: | $X.XX |
| Growth Rates: | Capped: X.X% / Uncapped: X.X% |
| Analyst Target: | $XX.XX |
| CRS (0-1): | X.XX with benchmark (Medium) |
| Debt/Equity (mrq): | X.XX with benchmark (0.5-1) |
| Piotroski F: | X with benchmark (≥7) |
| Altman Z: | X.XX with benchmark (>3) |
| Beneish M: | X.XX with benchmark (<-1.78) |
| Value Trap: | XX (Label) |
Row 3: LIQUIDITY & FREE CASH FLOW | INSIDER & SENTIMENT & CLASS
| Label | Notes |
|---|---|
| Current Ratio: | X.XX with benchmark (1-2) |
| Cash: | $X.XB |
| Debt: | $X.XB or N/A |
| FCF Growth 5Y: | XX.X% with benchmark (>5%) |
| FCF Yield: | X.XX% with benchmark (>4%) |
| FCF Margin: | XX.XX% with benchmark (>15%) |
| Payout Ratio: | XX.XX% with benchmark (<50%) |
| Buys (12M): | X - from SEC Form 4 or N/A |
| Sells (12M): | X - from SEC Form 4 or N/A |
| Net Shares (12M): | +/-XXK - from SEC Form 4 or N/A |
| Short Int (%): | X.X% |
| Sentiment / Articles: | +X.XXX / XX (Positive/Negative) |
| Stock: [Type] + Div Yield: | Combined: "Stock: Growth" + "Div Yield: X.XX%" |
| Sector/Industry: | Combined: "Sector / Industry" |
Row 4: QUALITY SCORES | MOAT & OTHER
| Label | Notes |
|---|---|
| CQVS: | XX.XX with benchmark range |
| Label: | Strong/Moderate/Weak |
| Valuation: | XX.XX |
| Quality: | XX.XX |
| Strength: | XX.XX |
| Integrity: | XX.XX |
| Buffett Moat: | X with benchmark (4-7) |
| Greenblatt (MF): | EY: X.X% / ROC: X.X% or N/A |
| Beta: + Vol 1Y: | Combined: "Beta: X.XX" + "Vol 1Y: XX.X%" |
| Earnings Predict.: | XX.X% with benchmark (>80%) |
| Drawdown (5Y): | -XX.X% with label (Low/Mid/High) |
| Completeness: + Data Quality: | Combined: "XX.X%" + "High/Medium/Low" |
STANDARDIZED BENCHMARKS (Single Source of Truth)
Use these EXACT thresholds for color coding:
| Metric | Green (Good) | Yellow (Neutral) | Red (Warning) |
|---|---|---|---|
| ROE | >20% | 10-20% | <10% |
| ROA | >10% | 5-10% | <5% |
| Profit Margin | >20% | 10-20% | <10% |
| Operative Margin | >20% | 10-20% | <10% |
| Gross Margin | >40% | 25-40% | <25% |
| ROIC | >15% | 8-15% | <8% |
| Debt/Equity | <1 | 1-2 | >2 |
| Current Ratio | 1-2 | 0.5-1 or 2-3 | <0.5 or >3 |
| Piotroski F | ≥7 | 4-6 | ≤3 |
| Altman Z | >2.99 | 1.81-2.99 | <1.81 |
| Beneish M | <-2.22 | -2.22 to -1.78 | >-1.78 |
| PEG (1Y) | <1 | 1-2 | >2 |
| RSI (14) | 30-50 | 50-70 | >70 or <30 |
| Short Interest | <5% | 5-10% | >10% |
| FCF Yield | >5% | 2-5% | <2% |
| FCF Margin | >15% | 10-15% | <10% |
| Dividend Yield | >2% | 1-2% | <1% or >8% |
| Value Trap | 0-39 | 40-59 | 60-100 |
| Max Drawdown | >-30% | -30% to -50% | <-50% |
| Revenue Growth | >10% | 0-10% | <0% |
| Earnings Growth | >0% | -10% to 0% | <-10% |
Overview
This skill provides institutional-grade evaluation of potential stock investments. Unlike portfolio analysis which reviews existing positions, this skill evaluates stocks you're considering buying or deciding whether to purchase.
The evaluation answers:
- Should I buy this stock?
- At what price should I enter?
- How much should I allocate?
- What's my upside and downside?
- When should I sell?
Default Currency: € (Euro)
All monetary values in the dashboard should be displayed in Euro (€) as the default currency:
- Price: €42.13
- Market Cap: €78.3B
- Analyst Target: €56.45
- Entry/Stop/Target prices: €38, €35, €56
- EPS values: €1.39, €1.91
IMPORTANT: Use REPORTED Growth Rates
For the dashboard metrics "Rev Growth" and "Earn Growth":
- USE REPORTED GROWTH - not underlying, adjusted, or organic figures
- Reported figures reflect actual GAAP/IFRS numbers including FX, acquisitions, disposals
- This provides a more accurate picture of what investors actually received
More from sundial-org
Use this skill in a project
Open any RiverX project, search the Skills panel for sundial-org/awesome-openclaw-skills/stock-evaluator-v3, and install it in one click.