india-stock-analysis

India Stock Analysis Skill

Analyze Indian stocks listed on NSE and BSE using broker MCP tools and web search. All analysis is denominated in INR and follows Indian fiscal year conventions (April-March). No API keys are required.

Data Sources

Use whichever broker MCP is connected. Both provide equivalent data for stock analysis.

Option A: Groww MCP (if connected)

• fetch_stocks_fundamental_data -- Financials, ratios, shareholding, mutual fund holdings
• fetch_historical_candle_data -- OHLCV price history
• get_historical_technical_indicators -- RSI, MACD, Bollinger, SMA, EMA, SuperTrend, VWAP, ADX, and more
• get_ltp -- Live/last traded price and open interest
• get_quotes_and_depth -- Real-time bid/ask and market depth
• curate_symbols -- Resolve stock symbols and exchange
• fetch_market_movers_and_trending_stocks_funds -- Market movers, gainers, losers
• fetch_fundamentals_screener -- Screen stocks by fundamental criteria
• fetch_technical_screener -- Screen stocks by technical signals
• search_stock_and_others_symbol -- Search for stocks, indices, and companies
• resolve_market_time_and_calendar -- Current market time, trading days, holidays

Option B: Zerodha Kite MCP (if connected)

• get_ltp -- Last traded price for instruments
• get_quotes -- Real-time market quotes with depth
• get_ohlc -- OHLC data for instruments
• get_historical_data -- Historical OHLCV candle data
• search_instruments -- Search and resolve trading instruments
• get_holdings -- User's portfolio holdings
• get_positions -- Current trading positions
• get_margins -- Account margin details
• get_profile -- User profile information

Supplementary

• Web search for news, analyst reports, sector developments, and regulatory updates
• yfinance (free, no API key) as fallback for historical data

Workflow

When a user requests stock analysis, determine which analysis type is needed and follow the corresponding workflow below. If the user does not specify, default to Comprehensive Investment Report.

Analysis Type 1: Basic Stock Information

Use when the user asks for a quick overview, current price, or summary of a stock.

Steps:

1. Resolve the symbol. Call curate_symbols or search_stock_and_others_symbol with the company name to obtain the correct trading symbol and exchange (NSE/BSE).

1. Fetch current price. Call get_ltp with the resolved trading symbol to get the last traded price, day change, and percentage change.

1. Fetch key fundamental stats. Call fetch_stocks_fundamental_data with view='stats_only' and include stats: marketCap, peRatio, pbRatio, roe, epsTtm, dividendYieldInPercent, industryPe, bookValue, debtToEquity, faceValue.

1. Fetch recent price history. Call fetch_historical_candle_data for the last 1 year with daily interval (interval_in_minutes='1440') to determine 52-week high/low and YTD performance.

1. Search for recent news. Use web search for recent news about the company (last 30 days).

1. Present the output in this format:

## [Company Name] ([Exchange]: [Symbol])

**Current Price:** Rs.[LTP] ([+/-change] / [+/-change%])
**Market Cap:** Rs.[value] Cr
**Sector:** [sector]

### Key Metrics
| Metric            | Value         |
|--------------------|---------------|
| PE Ratio           | [value]       |
| Industry PE        | [value]       |
| PB Ratio           | [value]       |
| EPS (TTM)          | Rs.[value]    |
| ROE                | [value]%      |
| Debt/Equity        | [value]       |
| Dividend Yield     | [value]%      |
| Book Value         | Rs.[value]    |
| Face Value         | Rs.[value]    |

### 52-Week Range
- **High:** Rs.[value] ([date])
- **Low:** Rs.[value] ([date])
- **Current vs High:** [x]% below 52W high

### YTD Performance
- **1 Jan to Today:** [+/-x]%

### Recent News
- [headline 1] -- [source, date]
- [headline 2] -- [source, date]
- [headline 3] -- [source, date]

Analysis Type 2: Fundamental Analysis

Use when the user asks for fundamental analysis, business quality, financials, valuation, or investment merit.

Steps:

1. Resolve the symbol as in Analysis Type 1.

1. Fetch full fundamental data. Call fetch_stocks_fundamental_data with view='all' and stats: marketCap, peRatio, pbRatio, roe, epsTtm, dividendYieldInPercent, industryPe, bookValue, debtToEquity, faceValue, returnOnAssets, returnOnEquity, operatingProfitMargin, netProfitMargin, quickRatio, cashRatio, debtToAsset, evToSales, evToEbitda, earningsYield, sectorPe, sectorPb, sectorDivYield, sectorRoe, sectorRoce, priceToOcf, priceToFcf, pePremiumVsSector, pbPremiumVsSector, divYieldVsSector, currentRatio, priceToSales, pegRatio, roic. Include optional financial items ['*'] to get complete financial statements.

1. Fetch shareholding data. Call fetch_stocks_fundamental_data with view='shareholders_and_mutual_funds' to get promoter holding, FII/DII breakdown, pledge percentage, and top mutual fund holders.

1. Perform web search for analyst reports, management commentary, and sector outlook.

1. Analyze and present using the framework in references/fundamental-analysis.md:

a. Business Quality Assessment

• What does the company do? What is its competitive moat?
• Management quality and promoter track record
• Market position and competitive advantages
• Corporate governance indicators

b. Financial Health

• Revenue and profit trends (3-5 year view using financial statements)
• Margin analysis (operating, net, EBITDA)
• Cash flow quality (operating cash flow vs reported profit)
• Balance sheet strength (debt levels, current ratio, interest coverage)

c. Shareholding Pattern (India-Specific)

• Promoter holding percentage (>50% generally positive, <30% caution)
• Promoter pledge percentage (>20% is a red flag, >50% is a serious concern)
• FII holding trend (increasing = positive signal)
• DII holding trend
• Change in shareholding over recent quarters

d. Valuation

• PE vs Industry PE and Sector PE (premium/discount)
• PB vs Sector PB
• PEG ratio assessment
• EV/EBITDA comparison
• Earnings yield vs risk-free rate (India 10Y government bond yield ~7%)

e. Growth Assessment

• Revenue growth trajectory
• EPS growth trend
• Order book / pipeline visibility (if applicable)
• Capex plans and return on invested capital

f. Risk Factors

• Company-specific risks
• Sector/regulatory risks
• Promoter-related risks (pledge, related party transactions)
• Macro risks (currency, interest rates, commodity prices)

1. Assign a fundamental score from 1-10 based on the framework in references/fundamental-analysis.md.

Analysis Type 3: Technical Analysis

Use when the user asks for technical analysis, chart patterns, entry/exit levels, or trading signals.

Steps:

1. Resolve the symbol as in Analysis Type 1.

1. Determine the market time context. Call resolve_market_time_and_calendar to get the current date and market status.

1. Fetch price history. Call fetch_historical_candle_data for multiple timeframes:
2. Daily candles for the last 6 months (trend analysis)
3. Weekly candles for the last 2 years (long-term trend)
4. If intraday analysis is needed: 5-minute or 15-minute candles for the last few days

1. Fetch technical indicators. Call get_historical_technical_indicators with these indicators:
2. Trend: sma (20, 50, 200 period), ema (20 period), supertrend
3. Momentum: rsi (14 period), macd (12, 26, 9), stochastic, williams_r, adx
4. Volatility: bollinger (20 period, 2 std), atr, keltner
5. Volume: vwap, obv, mfi
6. Reversal: parabolic_sar
7. Support/Resistance: pivot_points

Note: Run multiple calls if needed for diffe