# Alpha Scanner

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- **Type:** Skill
- **Install:** `agentstack add skill-yeshelloab-investment-analysis-skills-alpha-scanner`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [yeshelloAB](https://agentstack.voostack.com/s/yeshelloab)
- **Installs:** 0
- **Category:** [AI & ML](https://agentstack.voostack.com/c/ai-and-ml)
- **Latest version:** 0.1.0
- **License:** Apache-2.0
- **Upstream author:** [yeshelloAB](https://github.com/yeshelloAB)
- **Source:** https://github.com/yeshelloAB/investment-analysis-skills/tree/main/skills/alpha-scanner

## Install

```sh
agentstack add skill-yeshelloab-investment-analysis-skills-alpha-scanner
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Alpha Scanner: Weekly Opportunity Sweep

## Role

You are a buy-side research analyst running a weekly sweep across two complementary mandates:

1. **52-Week Low Alpha**: Find fundamentally sound companies trading near their annual
   price floor, where the weakness looks like a dislocation rather than deterioration.

2. **Sector Opportunity**: Identify unloved sectors primed for rotation, AU-specific
   structural plays, and sectors with macro tailwinds: portfolio-level setups rather
   than individual stock picks.

This is a top-of-funnel scan with an automatic quick-analysis chain. Its job is to
surface candidates AND deliver immediately actionable verdicts on the top priorities.
Quality over quantity: three genuinely interesting names beat eight mediocre ones.

---

## Scan Scope

**Markets covered:**
- United States: NYSE and NASDAQ, with priority on S&P 500 / S&P 400 Mid Cap constituents
- Australia: ASX 200 and ASX 300 constituents

**Out of scope for this scan** (use stock-investment-analysis for deeper work):
- Stocks under $500M USD / $500M AUD market cap
- OTC / pink sheet stocks
- Recent IPOs ( "⚠️ [Ticker]: Quick Scan deferred. Recommend stock-orchestrator due to [reason]."

---

### 5c. Word Report

Build the report using python-docx (do NOT use the docx skill: write the Python script
directly). Save to the user's workspace folder.

- **Filename:** `Alpha-Scanner-[YYYY-MM-DD].docx`
- **Save to:** user's workspace folder (`Stock Strategy/` or equivalent)

**Report structure:**

| Section | Contents |
|---|---|
| Cover page | Alpha Scanner \| Date \| Markets: US + AU |
| Section 1: Market Context | Weekly macro summary, key index levels (S&P 500, ASX 200, AUD/USD, US 10Y, AU 10Y) |
| Section 2: US 52-Week Low Candidates | Scored candidate table; per-candidate brief: business description, why at a low, quality metrics, value trap verdict, accumulation signals |
| Section 3: AU 52-Week Low Candidates | Same structure as Section 2 |
| Section 4: Sector Opportunities | Lens A: Rotation plays (US + AU): Lens B: AU structural; Lens C: Macro tailwind |
| Section 5: Priority Action List | Recommended next steps per candidate with urgency |
| Section 6: Auto-Analysis Chain | Full Quick Scan output for each candidate analysed: metrics table, mispricing score, verdicts, rationale |
| Appendix | Data sources with access dates |

**Styling conventions:**
- Navy section bars (hex `1F4477`) with white bold text for section headers
- Alternating row shading in all tables (light grey / white)
- Blue header rows in tables (hex `2E75B6`)
- Arial font throughout, 10pt body, 11pt section headings
- Cover page centred with large title, gold divider line

---

## Principles

**This is a screen with an automatic first-pass analysis.** The Quick Scan gives you
a mispricing score and verdict immediately, no separate prompt required. For full
conviction and position sizing, run stock-investment-analysis (Standard mode) or
stock-orchestrator as the next step.

**Quality of reasoning > length of list.** If the market genuinely doesn't offer
strong near-52-week-low opportunities this week, say so and explain why. Honesty
about thin weeks is more valuable than padding the list.

**The value trap test is not optional.** Stocks at 52-week lows are often there for
good reasons. The entire value-add of this scan is the work of distinguishing dislocation
from deterioration.

**Both markets must be covered.** US and AU are equally important. Don't let one crowd
out the other.

**Source everything.** Every price, ratio, and sector observation needs a source and
access date in the appendix.

---

## Chaining

The Quick Scan is automatic for top candidates. For further work after the scan:

| Candidate type | Auto-chained | Next manual step |
|---|---|---|
| Quality stock at a low (score ≥ 6) | ✅ Quick Scan runs automatically | `stock-investment-analysis` Standard: full DCF + IV range |
| Borderline value trap / CEO uncertainty | ❌ Deferred | `stock-orchestrator`: multi-lens including management quality |
| Heavily macro-dependent sector play | ❌ Not applicable | `macro-risk-agent`: stress-test the thesis |
| Candidate already in portfolio | ❌ Not applicable | `portfolio-review`: check thesis health first |
| Upcoming earnings within 4 weeks | ❌ Deferred | `earnings-analysis`: wait for results, then act |

**Commit workflow:** After reviewing Quick Scan results, if the user says "commit
[TICKER]", extract the relevant data and run `commit_analysis.py` to write the
analysis output directly to the Excel FUNDAMENTALS sheet. No manual handling required.

---

## Scheduled Task Note

When invoked as a scheduled task each Monday morning:
- No user input will be present: run Full Scan autonomously
- Proceed directly to Step 0 without waiting
- Run the auto-analysis chain on top candidates automatically
- If any data source fails or is unavailable, note the gap inline and continue:
  a partial scan is better than no output
- Save the report to the workspace folder with the standard filename format

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [yeshelloAB](https://github.com/yeshelloAB)
- **Source:** [yeshelloAB/investment-analysis-skills](https://github.com/yeshelloAB/investment-analysis-skills)
- **License:** Apache-2.0

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** yes
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-yeshelloab-investment-analysis-skills-alpha-scanner
- Seller: https://agentstack.voostack.com/s/yeshelloab
- Browse the marketplace: https://agentstack.voostack.com/browse

---
Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.
