StageAnalysis — Stan Weinstein Stage Analysis for Claude Code

A Claude Code skill that performs Stan Weinstein Stage Analysis on any ticker. Determines current stage (1-4), computes moving averages, volume ratios, relative strength vs S&P 500, and generates actionable buy/sell signals.

What It Does

Given a ticker symbol, the skill:

1. Fetches weekly OHLCV data via yfinance
2. Computes 30-week EMA, 10-week EMA, 20-day EMA, 60-week volume EMA
3. Calculates relative strength vs S&P 500 with 40-week RS moving average
4. Detects weekly candle patterns (engulfing, doji, hammer)
5. Classifies the current Weinstein stage (1-4) with detailed reasoning
6. Outputs an emoji-dense summary table + actionable signal

Example Output

┌─────────┬─────┬──────────┬───────────┬────────┬──────┬──────┬──────┬──────┬────────┬──────────┐
│ Ticker  │ Stg │ Price    │ MAs       │ Slope  │ Vol  │ RS   │ PPO  │ 52wH │ Candle │ Signal   │
├─────────┼─────┼──────────┼───────────┼────────┼──────┼──────┼──────┼──────┼────────┼──────────┤
│ AAPL    │  2  │ $198.50  │ ✅ ✅ ✅  │ ↗️ ↗️  │ 🔥   │ 💪   │ 🟢   │ 🎯   │  —     │ HOLD     │
│ MSFT    │  3  │ $380.20  │ ❌ ✅ ✅  │ ➡️ ↗️  │ 📊   │ ⚠️   │ 🟡   │ 📏   │  🔻   │ ⚠️ WARN  │
└─────────┴─────┴──────────┴───────────┴────────┴──────┴──────┴──────┴──────┴────────┴──────────┘

Installation

Prerequisites

pip install yfinance numpy pandas

Setup

Copy the skill into your Claude Code skills directory:

# Create the skill directory
mkdir -p ~/.claude/skills/StageAnalysis/Workflows

# Copy skill files
cp SKILL.md ~/.claude/skills/StageAnalysis/
cp Methodology.md ~/.claude/skills/StageAnalysis/
cp Workflows/*.md ~/.claude/skills/StageAnalysis/Workflows/

# Copy the data script (put it wherever you like, then update the path in SKILL.md)
cp scripts/fetch_stage_data.py /path/to/your/scripts/

Update the scripts/fetch_stage_data.py path in SKILL.md and the workflow files to match where you placed the script.

Usage

In Claude Code, just say:

Command	What You Get
stage analysis AAPL	Summary table + quick analysis
stage analysis AAPL --summary	Emoji summary table only
full stage analysis AAPL	Complete deep-dive with all sections
stage analysis AAPL MSFT GOOGL	Multi-ticker comparison table
stage analysis AAPL --market	Includes S&P 500 market context

Data Script (standalone)

The Python script works independently of Claude Code:

# Single ticker
python3 scripts/fetch_stage_data.py AAPL

# With S&P 500 relative strength
python3 scripts/fetch_stage_data.py AAPL --spx

# Multiple tickers
python3 scripts/fetch_stage_data.py AAPL MSFT VWCE.DE --spx

# Cache management
python3 scripts/fetch_stage_data.py --cache-info
python3 scripts/fetch_stage_data.py AAPL --no-cache

Output is JSON with all computed indicators.

Caching

Weekly data is cached locally to avoid redundant API calls:

• Completed weeks: cached permanently (the weekly candle is final)
• Current week: cached with 4-hour TTL (candle still forming)
• --no-cache: forces a fresh download
• --cache-info: prints cache statistics

Cache location: scripts/.cache/stage_data/

Modes

Quick Analysis (default)

Summary table + one-line signal per ticker. Fast and scannable.

Summary (--summary)

Just the emoji table — no prose. Useful for scanning a watchlist.

Full Analysis (full stage analysis)

Deep-dive with sections for:

• Moving average analysis (power trend, MA alignment)
• Volume analysis (breakout confirmation, distribution signs)
• Relative strength vs S&P 500
• PPO / extension risk
• Overhead resistance assessment
• Weekly candle patterns
• Signal box with entry/stop/target levels

The Weinstein Framework

The four stages:

1. Stage 1 — Basing: Price consolidates around a flat 30w EMA after a decline
2. Stage 2 — Advancing: Price above a rising 30w EMA (the buy zone)
3. Stage 3 — Topping: 30w EMA flattens, price loses momentum
4. Stage 4 — Declining: Price below a falling 30w EMA (avoid/sell)

See Methodology.md for the complete framework reference.

International Tickers

For non-US exchanges, use yfinance suffixes:

Exchange	Suffix	Example
Xetra	.DE	VWCE.DE
London	.L	VWRL.L
Milan	.MI	ENI.MI
Paris	.PA	AI.PA

License

MIT