plugins 5 min read

Market Pulse

![Version](https://img.shields.io/badge/version-2.0.0-blue)

#market #pulse #multi-agent #digest #spec #learning
Table of Contents

Version License Python

Financial market analysis dashboard plugin for Claude Code. Fetches real-time data from free sources and generates comprehensive market analysis using a multi-agent pipeline.

Version 2.0 adds value investing analysis tools inspired by Graham, Lynch, Buffett, and other investment masters.

📖 CHANGELOG | 📚 Phase 2.5 Docs | 🏗️ Architecture

Features

Market Analysis (Phase 1-2)

  • US Market: S&P 500, NASDAQ, DOW, 11 SPDR Sector ETFs, VIX
  • Korean Market: KOSPI/KOSDAQ, foreign/institutional flows (외국인/기관 매매동향), top stocks with PER/PBR
  • Global Macro: Treasury yields, gold, oil, dollar index, USD/KRW
  • Crypto: BTC, ETH, SOL and more
  • Watchlist: Personal stock tracking with price alerts
  • News: Financial news from RSS feeds (CNBC, MarketWatch, 한국경제, 매일경제)

Value Investing Analysis ⭐ NEW (Phase 2.5)

  • Safety Margin Analysis (Graham): Calculate intrinsic value and margin of safety
  • GARP Screening (Lynch): Growth At Reasonable Price, PEG ratio analysis, 6 stock categories
  • Company Deep Dive (8 Perspectives): Graham, Buffett, Lynch, Munger, Asness, Dalio, Fisher, Synthesis
  • Investment Reports: Generate professional investment firm-style markdown reports
  • MCP Server: yfinance-based Model Context Protocol server for stock data

Quick Start

Trigger

Market Analysis with AI Insights ⭐ Enhanced:

  • “시장 분석해줘” / “시장 현황” / “증시 분석”
  • “market overview” / “market pulse” / “check the markets”
  • Automatically includes: Key takeaways, investment strategies, risk analysis, cross-market insights

Value Investing Analysis ⭐ NEW:

  • “가치투자 분석” / “안전마진 분석” / “저평가 종목 찾아줘”
  • “PEG 스크리닝” / “GARP 종목”
  • “AAPL 기업 분석해줘” / “MSFT 심층 분석”

Dependencies

pip3 install yfinance pykrx pyyaml feedparser

Dependencies are auto-installed on first run if missing.

Configuration

Watchlist (config/watchlist.yaml)

Edit to track your own stocks:

us_stocks:
  - symbol: "AAPL"
    name: "Apple"
    alert_above: 250
    alert_below: 180
kr_stocks:
  - ticker: "005930"
    name: "삼성전자"
crypto:
  - symbol: "BTC-USD"
    name: "Bitcoin"

Data Sources (config/sources.yaml)

Customize tracked symbols, sector ETFs, news RSS feeds, and scoring keywords.

Architecture

flowchart TD
    A([User Trigger]) -->|"시장 분석 / market overview"| B{Analysis Type}

    B -->|Market Dashboard| C[Phase 1: Python Data Fetch]
    B -->|Value Investing| G[MCP Layer]

    subgraph DataFetch["Phase 1: Data Fetch"]
        D1["yfinance<br/>US stocks, ETFs, Crypto"]
        D2["pykrx<br/>KOSPI/KOSDAQ"]
        D3["feedparser<br/>Financial News RSS"]
    end

    C --> DataFetch

    DataFetch --> E[Phase 2: Parallel Analysis]

    subgraph Analysis["Phase 2: 3 Parallel Agents"]
        direction LR
        A1["US Market Analyzer<br/>S&P500, NASDAQ, VIX<br/>11 Sector ETFs"]
        A2["KR Market Analyzer<br/>KOSPI/KOSDAQ<br/>Foreign/Institutional flows"]
        A3["Crypto+Macro Analyzer<br/>BTC/ETH/SOL<br/>Treasury, Gold, Oil, FX"]
    end

    E --> A1 & A2 & A3
    A1 & A2 & A3 --> F[Market Synthesizer]
    F --> F2([Dashboard HTML + Key Insights])

    subgraph ValueInvesting["Phase 2.5: Value Investing"]
        G["Stock MCP Server<br/>yfinance wrapper<br/>9 tools"]
        G --> H1["Safety Margin Calculator<br/>Graham: IV = EPS × 8.5 + 2g"]
        G --> H2[GARP Screener / Lynch: PEG < 1.0]
        G --> H3["Company Deep Dive<br/>8 Perspectives: Graham/Buffett<br/>Lynch/Munger/Asness/Dalio/Fisher"]
        G --> H4["Equity Report Generator<br/>Investment firm-style report"]
    end

    H1 & H2 & H3 & H4 --> I([Markdown Tables / Reports / JSON])

Phase 1-2: Market Analysis

  • Phase 1: Python data fetch (yfinance + pykrx + feedparser)
  • Phase 2: 3 parallel agents (US Market, KR Market, Crypto+Macro)
  • Phase 3: Market Synthesizer → Dashboard output

Phase 2.5: Value Investing Analysis ⭐ NEW

  • MCP Layer: Stock MCP Server (yfinance wrapper, 9 tools)
  • Safety Margin Calculator (Graham): IV = EPS × (8.5 + 2g)
  • GARP Screener (Lynch): PEG < 1.0, 6 stock categories
  • Company Deep Dive: 8 perspectives (Graham, Buffett, Lynch, Munger, Asness, Dalio, Fisher)
  • Equity Report Generator: Investment firm-style markdown reports

Usage Examples

1. Market Overview

User: "시장 분석해줘"
→ Generates HTML dashboard with US, KR, Crypto, Macro analysis
→ Auto-opens in browser

2. Safety Margin Analysis (저평가 종목 찾기)

cd plugins/market-pulse
python3 analysis/value_investing_analyzer.py \
  --tickers "AAPL,MSFT,GOOGL,NVDA,META" \
  --analysis safety_margin

Output:

✅ 안전마진 분석: 3개 저평가 종목 발견

종목     회사명                 현재가       내재가치       안전마진   추천
================================================================================
MSFT     Microsoft Corp     $   404.37 $  2045.76      80.2%  강력 매수
NVDA     NVIDIA Corp        $   190.05 $   574.70      66.9%  강력 매수
GOOGL    Alphabet Inc.      $   310.96 $   764.97      59.4%  강력 매수

3. GARP Screening (성장주 + 합리적 가격)

python3 analysis/value_investing_analyzer.py \
  --tickers "AAPL,MSFT,GOOGL,NVDA,META,AMZN,TSLA,CRM,ORCL" \
  --analysis garp

Output:

✅ GARP 스크리닝: 5개 GARP 종목 발견

종목     카테고리      PEG     성장률    ROE      추천
===========================================================
ORCL     고성장주      0.22    90.9%     69.0%    강력 매수
MSFT     고성장주      0.36    59.8%     34.4%    강력 매수
NVDA     고성장주      0.37    66.7%    107.4%    강력 매수

4. Company Deep Dive (8가지 관점 심층 분석)

python3 analysis/company_deep_dive.py
# Enter ticker: AAPL

8 Perspectives:

  1. Graham: Safety margin 22.8% (HOLD)
  2. Buffett: Wide moat (100/100)
  3. Lynch: Fast Grower, PEG 1.62 (expensive)
  4. Munger: Low risk (15/100), high survivability (85/100)
  5. Asness: Weak factor scores (27.5/100)
  6. Dalio: Mid-cycle expansion, cyclical positioning
  7. Fisher: Innovation 70/100, Management integrity 90/100
  8. Overall: 69.3/100, “조건부 매수”, 1-3 year horizon

5. Investment Report Generation ⭐ NEW

python3 reports/equity_report_generator.py \
  --ticker AAPL \
  --format markdown \
  --output ~/Documents/AAPL_Report.md

Output: Professional investment firm-style report (키움증권/미래에셋 스타일)

See analysis/README.md for detailed documentation.

File Structure

plugins/market-pulse/
├── .claude-plugin/
│   └── plugin.json              # Plugin metadata (v2.0.0)
├── skills/
│   └── market-pulse/
│       └── SKILL.md             # Orchestration (v2.0)
├── agents/                       # 3 market analysis agents
│   ├── us-market-analyzer.md
│   ├── kr-market-analyzer.md
│   └── crypto-macro-analyzer.md
├── mcp/                          # ⭐ NEW Phase 2.5
│   ├── stock_mcp_server.py      # MCP server (9 tools)
│   └── stock_client.py          # Python client
├── analysis/                     # ⭐ NEW Phase 2.5
│   ├── intrinsic_value.py       # Safety margin calculator
│   ├── lynch_screener.py        # GARP + PEG screener
│   ├── company_deep_dive.py     # 8-perspective analysis
│   ├── value_investing_analyzer.py  # All-in-one CLI
│   └── README.md                # Phase 2.5 documentation
├── reports/                      # ⭐ NEW Phase 2.6
│   └── equity_report_generator.py   # Investment report generator
├── config/
│   ├── sources.yaml             # Data sources config
│   ├── watchlist.yaml           # Personal watchlist
│   ├── fetch_market.py          # Data fetcher
│   └── generate_html.py         # HTML dashboard
├── data/                         # Generated files
│   ├── market_data.json
│   └── market_dashboard.html
├── docs/
│   └── ARCHITECTURE.md          # System architecture (10 Mermaid diagrams)
└── README.md                    # This file

Data Sources (All Free)

LibraryPurpose
yfinanceUS stocks, ETFs, commodities, crypto, treasury yields
pykrxKorean KOSPI/KOSDAQ, foreign/institutional trading, fundamentals
feedparserFinancial news RSS feeds

Investment Philosophy (Phase 2.5)

Market-Pulse Phase 2.5 implements strategies from 8 legendary investors:

MasterStrategyImplementation
Benjamin GrahamSafety Margin, Intrinsic Valueintrinsic_value.py - IV = EPS × (8.5 + 2g)
Warren BuffettEconomic Moat, Competitive Advantagecompany_deep_dive.py - Moat analysis
Peter LynchGARP, 6 Stock Categorieslynch_screener.py - PEG screening
Charlie MungerInversion, Risk Analysiscompany_deep_dive.py - Failure scenarios
Cliff AsnessMulti-Factor (Value, Quality, Momentum)company_deep_dive.py - Factor scores
Ray DalioEconomic Cyclescompany_deep_dive.py - Cycle positioning
Philip FisherScuttlebutt (Qualitative)company_deep_dive.py - Management quality
SynthesisMulti-Perspective Integrationcompany_deep_dive.py - Overall score

Key Metrics

Safety Margin Interpretation

  • 50%+: 강력 매수 (Strong Buy) - Sufficient margin of safety
  • 30-50%: 매수 (Buy) - Adequate margin
  • 10-30%: 보유 (Hold) - Limited margin
  • -10% to 10%: 보유 (Hold) - Minimal margin
  • < -10%: 매도 (Sell) - Overvalued

PEG Ratio (GARP)

  • < 0.5: 탁월 (Excellent) - Deeply undervalued
  • < 1.0: 좋음 (Good) - GARP sweet spot
  • = 1.0: 보통 (Fair) - Fairly valued
  • > 1.5: 비싸다 (Expensive)
  • > 2.0: 과대평가 (Overvalued)

Disclaimer

This plugin provides market data and analysis for informational purposes only. It does not constitute financial advice. Investment decisions should be made based on your own judgment and responsibility.

Data Limitations:

  • yfinance: 15-20 minute delayed data (free tier)
  • PEG ratios: Calculated from yfinance data (may differ from official sources)
  • Economic cycles: Simplified model (actual analysis requires GDP, interest rates, etc.)

Educational Purpose: Market-Pulse is designed for learning value investing principles and should not be used as the sole basis for investment decisions.

Version History

VersionRelease DateHighlights
2.0.02026-02-12Phase 2.5: Value investing analysis (Graham, Lynch, Buffett, Munger, Asness, Dalio, Fisher), Investment report generator
1.0.02026-01-15Initial release: Market analysis dashboard (US, KR, Crypto, Macro)

See CHANGELOG.md for detailed release notes.

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

Development Setup

# Clone repository
git clone https://github.com/JayKim88/claude-ai-engineering.git
cd claude-ai-engineering/plugins/market-pulse

# Install dependencies
pip3 install -r requirements.txt

# Run tests
python3 -m pytest tests/

Adding New Features

  1. Fork the repository
  2. Create your feature branch (git checkout -b feature/AmazingFeature)
  3. Commit your changes (git commit -m 'Add some AmazingFeature')
  4. Push to the branch (git push origin feature/AmazingFeature)
  5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

  • Investment Masters: Benjamin Graham, Warren Buffett, Peter Lynch, Charlie Munger, Cliff Asness, Ray Dalio, Philip Fisher
  • Data Sources: yfinance, pykrx, feedparser
  • Inspiration: Financial Times, Bloomberg Terminal, 키움증권 HTS

Contact

Jay Kim - @JayKim88

Project Link: https://github.com/JayKim88/claude-ai-engineering

Made with ❤️ for value investors and market enthusiasts