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BytesAgain β€Ί Skills β€Ί Stock Alert Workflow
πŸ¦€ ClawHub

Stock Alert Workflow

by @terrycarter1985

Analyze stocks and cryptocurrencies using Yahoo Finance data. Supports portfolio management (create, add, remove assets), crypto analysis (Top 20 by market c...

Versionv5.1.0
Downloads728
#crypto#can-make-purchases#clawhub
TERMINAL
clawhub install stock-alert-workflow

πŸ“– About This Skill

name: stock-alert-workflow description: Automated stock earnings surprise alert workflow. Scans recent earnings for EPS beats >10%, fetches 30-day analyst ratings, and pushes formatted alerts via WhatsApp. Use for earnings surprise monitoring, analyst rating tracking, and WhatsApp notification delivery. tags: ['stocks', 'earnings', 'alerts', 'whatsapp', 'analyst-ratings', 'workflow'] metadata: { "clawdbot": { "emoji": "πŸ””", "requires": { "bins": ["uv", "wacli"], "env": [] }, "install": [ { "id": "uv-brew", "kind": "brew", "formula": "uv", "bins": ["uv"], "label": "Install uv (brew)", }, ], }, }

Stock Alert Workflow (v1.0.0)

Automated earnings surprise alert pipeline: detect EPS beats >10%, enrich with 30-day analyst ratings, push via WhatsApp.

Workflow Overview

Earnings Scan β†’ Filter (>10% surprise) β†’ Analyst Rating Enrichment β†’ WhatsApp Push

1. Earnings Scan: Fetches recent quarterly EPS data via Yahoo Finance for a watchlist of tickers 2. Surprise Filter: Keeps only stocks where actual EPS beat estimates by >10% 3. Analyst Enrichment: For each surprise stock, searches 30-day analyst upgrades/downgrades/initiations 4. WhatsApp Push: Formats and delivers a concise alert card to the configured WhatsApp contact

Quick Start

Scan a watchlist and push alerts

uv run {baseDir}/scripts/earnings_surprise_alert.py --watchlist AAPL,MSFT,NVDA,GOOGL,META

Scan with custom surprise threshold

uv run {baseDir}/scripts/earnings_surprise_alert.py --watchlist AAPL,MSFT --threshold 15

Scan S&P 500 top holdings (built-in)

uv run {baseDir}/scripts/earnings_surprise_alert.py --sp500-top

Dry run (no WhatsApp push, print to console)

uv run {baseDir}/scripts/earnings_surprise_alert.py --watchlist AAPL,MSFT --dry-run

Scan with specific WhatsApp recipient

uv run {baseDir}/scripts/earnings_surprise_alert.py --watchlist AAPL,MSFT --whatsapp-to "+1234567890"

Output JSON for programmatic use

uv run {baseDir}/scripts/earnings_surprise_alert.py --watchlist AAPL,MSFT --output json

CLI Reference

| Flag | Description | Default | |------|-------------|---------| | --watchlist | Comma-separated ticker symbols | Required (or --sp500-top) | | --sp500-top | Scan top 50 S&P 500 holdings | false | | --threshold | EPS surprise % threshold | 10 | | --whatsapp-to | WhatsApp recipient phone number | STOCK_ALERT_WHATSAPP_TO env var | | --dry-run | Print alerts without pushing to WhatsApp | false | | --output | Output format: text or json | text | | --verbose | Verbose logging to stderr | false | | --analyst-days | Lookback days for analyst ratings | 30 |

Alert Format

Example WhatsApp message:

πŸ“Š EARNINGS SURPRISE ALERT
━━━━━━━━━━━━━━━━━━━━━
🟒 NVDA (NVIDIA Corp)
   EPS: $1.32 vs $1.10 est. (+20.0% beat)
   Revenue: $30.0B vs $28.5B est.
   Quarter: Q4 FY2025
πŸ“ˆ Recent Analyst Ratings (30d):
   β€’ Buy β€” Goldman Sachs (May 5)
   β€’ Overweight β€” Morgan Stanley (May 3)
   β€’ Buy β€” JPMorgan (Apr 28)
   Consensus: Strong Buy (4/4 bullish)
⏰ Scanned: 2026-05-07 03:45 CST
⚠️ Not financial advice

WhatsApp Integration

Prerequisites

1. wacli must be installed and authenticated (wacli login) 2. Set the default recipient via environment variable:

export STOCK_ALERT_WHATSAPP_TO="+1234567890"

Or pass --whatsapp-to on each run.

Sending via wacli

The script shells out to:

wacli send --to "+1234567890" --text "..."

Cron Scheduling

Set up daily earnings scans during earnings season:

# Weekdays at 8:00 AM (after market opens)
openclaw cron add --name "earnings-surprise-scan" \
  --schedule "0 8 * * 1-5" \
  --payload '{"kind":"agentTurn","message":"Run earnings surprise scan: uv run ~/.openclaw/workspace/skills/stock-alert-workflow/scripts/earnings_surprise_alert.py --sp500-top --whatsapp-to +1234567890"}'

Data Sources

  • Earnings data: Yahoo Finance (yfinance) β€” EPS actuals, estimates, revenue
  • Analyst ratings: Yahoo Finance recommendations + web search fallback
  • WhatsApp delivery: wacli CLI

    • Limitations

  • Yahoo Finance earnings data may lag by 15-20 minutes
  • Analyst recommendation data from yfinance may not include all recent changes
  • wacli requires an active WhatsApp session
  • Rate limiting: scans ~50 tickers/minute to avoid yfinance throttling
  • US markets only

    • Error Handling

  • Invalid tickers: skipped with warning
  • No earnings data: skipped silently
  • WhatsApp send failure: logged, does not halt remaining alerts
  • yfinance API failure: retries 3x with exponential backoff

    • πŸ’‘ Examples

    Scan a watchlist and push alerts

    uv run {baseDir}/scripts/earnings_surprise_alert.py --watchlist AAPL,MSFT,NVDA,GOOGL,META

    Scan with custom surprise threshold

    uv run {baseDir}/scripts/earnings_surprise_alert.py --watchlist AAPL,MSFT --threshold 15

    Scan S&P 500 top holdings (built-in)

    uv run {baseDir}/scripts/earnings_surprise_alert.py --sp500-top

    Dry run (no WhatsApp push, print to console)

    uv run {baseDir}/scripts/earnings_surprise_alert.py --watchlist AAPL,MSFT --dry-run

    Scan with specific WhatsApp recipient

    uv run {baseDir}/scripts/earnings_surprise_alert.py --watchlist AAPL,MSFT --whatsapp-to "+1234567890"

    Output JSON for programmatic use

    uv run {baseDir}/scripts/earnings_surprise_alert.py --watchlist AAPL,MSFT --output json

    βš™οΈ Configuration

    1. wacli must be installed and authenticated (wacli login) 2. Set the default recipient via environment variable:

    export STOCK_ALERT_WHATSAPP_TO="+1234567890"

    Or pass --whatsapp-to on each run.

    Sending via wacli

    The script shells out to:

    wacli send --to "+1234567890" --text "..."