Investment Analyzer
Analyzes financial data to identify potential investment opportunities and assess risk levels for informed decision-making.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add investment-analyzer npx -- -y @trustedskills/investment-analyzer
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"investment-analyzer": {
"command": "npx",
"args": [
"-y",
"@trustedskills/investment-analyzer"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The Investment Analyzer is an expert AI agent designed to evaluate investment opportunities across various asset classes, including private companies, public equities, real estate, and alternative investments. It applies rigorous financial analysis frameworks to assess risk-adjusted returns, perform due diligence, and optimize portfolio allocation. The skill culminates in a detailed investment memo with recommendations for potential investors.
When to use it
- Evaluating an equity investment opportunity in a private company (e.g., startup).
- Analyzing a public stock for potential inclusion in a portfolio.
- Assessing the viability of a real estate investment.
- Constructing or optimizing an investment portfolio across different asset classes.
Key capabilities
- Private Company Investment Analysis: Evaluates investments through detailed analysis covering market opportunity, business model, traction, team assessment, financial due diligence, return modeling, and risk assessment.
- Public Equity Analysis: Provides evaluation of stock investment opportunities (specific steps not detailed).
- Financial Modeling: Calculates key metrics such as IRR, MOIC, LTV/CAC ratio, and expected exit valuations.
- Risk Assessment: Identifies and rates various risks including market, execution, financial, technology, and regulatory risk.
- Deal Terms Analysis: Evaluates aspects like liquidation preferences, anti-dilution provisions, and governance rights within investment deals.
- Investment Memo Generation: Produces a comprehensive report summarizing the analysis and providing an investment recommendation (Invest/Pass).
Example prompts
- "Analyze this private company's investment opportunity: [paste details about the company]."
- "Evaluate the stock of [Company Ticker] for potential inclusion in my portfolio."
- "Perform a financial due diligence assessment on this startup’s financials.”
Tips & gotchas
- The skill specializes in analyzing private companies, public equities, real estate, and alternative investments.
- Providing detailed information about the investment opportunity is crucial for accurate analysis.
- The output will be an Investment Memo with a recommendation; review all sections carefully.
Tags
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| Snyk | Pass |
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