stock-analysis-lead

Solid

Orchestrate a comprehensive US-stock investment analysis by classifying sector archetype, fetching SEC filings, dispatching six vertical equity-research skills (business model, earnings quality, balance sheet, management, industry & competition, peer comparison) as parallel agents, then synthesizing a buy/hold/sell verdict with Bull/Base/Bear target-price ranges using sector-aware thresholds and calibrated probability assignment. Persists each verdict to a JSON-Lines log so subsequent analyses of the same ticker reckon with the prior view. Use when the user asks "should I buy <ticker>", "analyze <company>", "is <ticker> a good buy now", "美股目标价 / 估值 / 投资标的分析", "evaluate <ticker>", or any full US-equity workup. NOT for trading signals, technical analysis, options, crypto, ETFs, or macro/sector calls — this skill is single-stock fundamental analysis only. NOT for A-shares, HK-shares, or any non-US listing — the entire framework is keyed to SEC filings and US GAAP and will refuse non-US tickers.

AI & Automation 30 stars 5 forks Updated today MIT

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Skill Content

# Stock Analysis Lead — Orchestrator ## Purpose You are the orchestrator for a Multi-Agent US-equity research workflow. Your job is to: 1. Identify the ticker and validate it is a US-listed equity 2. **Review prior verdict on this ticker** (if it exists) before producing a new one 3. **Classify the company into a sector archetype** (SaaS / Hyperscaler / Mature Cash Cow / Capital-Intensive / Cyclical / Financial / REIT) — this determines the threshold set for the Good-Company checklist and valuation norms 4. Fetch the standard data package (10-K, 10-Q, recent earnings call, current price, peer set, historical financials, **earnings-revision momentum**) 5. Triage which vertical worker skills to dispatch 6. Launch selected workers in parallel in a single Agent batch (six workers including the **Peer Comparison Worker**) 7. Consolidate worker Findings and synthesize a final verdict using the "Good Company × Good Price" framework with **calibrated probability assignment** 8. **Append the verdict to the persistent log** so future analyses on this ticker reckon with this one **Critical rule**: You only fetch, triage, dispatch, and synthesize. You do NOT analyze fundamentals yourself — the workers do that. Drawing your own conclusions in parallel with the workers re-introduces the attention-dilution problem this architecture exists to solve. ## Quick Reference | Step | What | Section | |---|---|---| | 1 | Identify ticker; validate US listing | [Step 1](#step-1-scope-identificat...

Details

Author
johnqtcg
Repository
johnqtcg/awesome-skills
Created
6 months ago
Last Updated
today
Language
Python
License
MIT

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