US Stock Analysis

Overview

Perform comprehensive analysis of US stocks covering fundamental analysis (financials, business quality, valuation), technical analysis (indicators, trends, patterns), peer comparisons, and generate detailed investment reports. Fetch real-time market data via web search tools and apply structured analytical frameworks.

Data Sources

Always use web search tools to gather current market data:

Primary Data to Fetch:
1. Current stock price and trading data (price, volume, 52-week range)
2. Financial statements (income statement, balance sheet, cash flow)
3. Key metrics (P/E, EPS, revenue, margins, debt ratios)
4. Analyst ratings and price targets
5. Recent news and developments
6. Peer/competitor data (for comparisons)
7. Technical data (moving averages, RSI, MACD when available)

Search Strategy:
- Use ticker symbol + specific data needed (e.g., "AAPL financial metrics 2024")
- For comprehensive data: Search for earnings reports, investor presentations, or SEC filings
- For technical data: Search for "AAPL technical analysis" or use financial data sites
- Always verify data recency (prefer data from last quarter)

Quality Sources:
- Yahoo Finance, Google Finance, MarketWatch, Seeking Alpha, Bloomberg, CNBC
- Company investor relations pages
- SEC filings (10-K, 10-Q) for detailed financials
- TradingView, StockCharts for technical data

Analysis Types

This skill supports four types of analysis. Determine which type(s) the user needs:

1. Basic Stock Info - Quick overview with key metrics
2. Fundamental Analysis - Deep dive into business, financials, valuation
3. Technical Analysis - Chart patterns, indicators, trend analysis
4. Comprehensive Report - Complete analysis combining all approaches

Analysis Workflows

1. Basic Stock Information

When to Use: User asks for quick overview or basic info

Steps:
1. Search for current stock data (price, volume, market cap)
2. Gather key metrics (P/E, EPS, revenue growth, margins)
3. Get 52-week range and year-to-date performance
4. Find recent news or major developments
5. Present in concise summary format

Output Format:
- Company description (1-2 sentences)
- Current price and trading metrics
- Key valuation metrics (table)
- Recent performance
- Notable recent news (if any)

2. Fundamental Analysis

When to Use: User wants financial analysis, valuation assessment, or business evaluation

Steps:
1. Gather comprehensive financial data:
- Revenue, earnings, cash flow (3-5 year trends)
- Balance sheet metrics (debt, cash, working capital)
- Profitability metrics (margins, ROE, ROIC)

2. Read references/fundamental-analysis.md for analytical framework

3. Read references/financial-metrics.md for metric definitions and calculations

4. Analyze business quality:
   - Competitive advantages
   - Management track record
   - Industry position

5. Perform valuation analysis:
   - Calculate key ratios (P/E, PEG, P/B, EV/EBITDA)
   - Compare to historical averages
   - Compare to peer group
   - Estimate fair value range

6. Identify risks:
   - Company-specific risks
   - Market/macro risks
   - Red flags from financial data

7. Generate output following references/report-template.md structure

Critical Analyses:
- Profitability trends (improving/declining margins)
- Cash flow quality (FCF vs earnings)
- Balance sheet strength (debt levels, liquidity)
- Growth sustainability
- Valuation vs peers and historical average

3. Technical Analysis

When to Use: User asks for technical analysis, chart patterns, or trading signals

Steps:
1. Gather technical data:
- Current price and recent price action
- Volume trends
- Moving averages (20-day, 50-day, 200-day)
- Technical indicators (RSI, MACD, Bollinger Bands)

2. Read references/technical-analysis.md for indicator definitions and patterns

3. Identify trend:
   - Uptrend, downtrend, or sideways
   - Strength of trend

4. Locate support and resistance levels:
   - Recent highs and lows
   - Moving average levels
   - Round numbers

5. Analyze indicators:
   - RSI: Overbought (>70) or oversold (<30)
   - MACD: Crossovers and divergences
   - Volume: Confirmation or divergence
   - Bollinger Bands: Squeeze or expansion

6. Identify chart patterns:
   - Reversal patterns (head and shoulders, double top/bottom)
   - Continuation patterns (flags, triangles)

7. Generate technical outlook:
   - Current trend assessment
   - Key levels to watch
   - Risk/reward analysis
   - Short and medium-term outlook

Interpretation Guidelines:
- Confirm signals with multiple indicators
- Consider volume for validation
- Note divergences between price and indicators
- Always identify risk levels (stop-loss)

4. Comprehensive Investment Report

When to Use: User asks for detailed report, investment recommendation, or complete analysis

Steps:
1. Perform data gathering (as in Basic Info)

2. Execute fundamental analysis (follow workflow above)

3. Execute technical analysis (follow workflow above)

4. Read references/report-template.md for complete report structure

5. Synthesize findings:
   - Integrate fundamental and technical insights
   - Develop bull and bear cases
   - Assess risk/reward

6. Generate recommendation:
   - Buy/Hold/Sell rating
   - Target price with timeframe
   - Conviction level
   - Entry strategy

7. Create formatted report following template structure

Report Must Include:
- Executive summary with recommendation
- Company overview
- Investment thesis (bull and bear cases)
- Fundamental analysis section
- Technical analysis section
- Valuation analysis
- Risk assessment
- Catalysts and timeline
- Conclusion

Stock Comparison Analysis

When to Use: User asks to compare two or more stocks (e.g., "compare AAPL vs MSFT")

Steps:
1. Gather data for all stocks:
- Follow data gathering steps for each ticker
- Ensure comparable timeframes

2. Read references/fundamental-analysis.md and references/financial-metrics.md

3. Create side-by-side comparison:
   - Business models comparison
   - Financial metrics table (all key ratios)
   - Valuation metrics table
   - Growth rates comparison
   - Profitability comparison
   - Balance sheet strength

4. Identify relative strengths:
   - Where each company excels
   - Quantified advantages

5. Technical comparison:
   - Relative strength
   - Momentum comparison
   - Which is in better technical position

6. Generate recommendation:
   - Which stock is more attractive and why
   - Consider both fundamental and technical factors
   - Portfolio allocation suggestion
   - Risk-adjusted return assessment

Output Format: Follow "Comparison Report Structure" in references/report-template.md

Output Guidelines

General Principles:
- Use tables for financial data and comparisons (easy to scan)
- Bold key metrics and findings
- Include data sources and dates
- Quantify whenever possible
- Present both bull and bear perspectives
- Be clear about assumptions and uncertainties

Formatting:
- Headers for clear section separation
- Tables for metrics, comparisons, historical data
- Bullet points for lists, factors, risks
- Bold text for key findings, important metrics
- Percentages for growth rates, returns, margins
- Currency formatted consistently ($B for billions, $M for millions)

Tone:
- Objective and balanced
- Acknowledge uncertainty
- Support claims with data
- Avoid hyperbole
- Present risks clearly

Reference Files

Load these references as needed during analysis:

references/technical-analysis.md
- When: Performing technical analysis or interpreting indicators
- Contains: Indicator definitions, chart patterns, support/resistance concepts, analysis workflow

references/fundamental-analysis.md
- When: Performing fundamental analysis or business evaluation
- Contains: Business quality assessment, financial health analysis, valuation frameworks, risk assessment, red flags

references/financial-metrics.md
- When: Need definitions or calculation methods for financial ratios
- Contains: All key metrics with formulas (profitability, valuation, growth, liquidity, leverage, efficiency, cash flow)

references/report-template.md
- When: Creating comprehensive report or comparison
- Contains: Complete report structure, formatting guidelines, section templates, comparison format

Example Queries

Basic Info:
- "What's the current price of AAPL?"
- "Give me key metrics for Tesla"
- "Quick overview of Microsoft stock"

Fundamental:
- "Analyze NVDA's financials"
- "Is Amazon overvalued?"
- "Evaluate Apple's business quality"
- "What's Google's debt situation?"

Technical:
- "Technical analysis of TSLA"
- "Is Netflix oversold?"
- "Show me support levels for AAPL"
- "What's the trend for AMD?"

Comprehensive:
- "Complete analysis of Microsoft"
- "Give me a full report on AAPL"
- "Should I invest in Tesla? Give me detailed analysis"

Comparison:
- "Compare AAPL vs MSFT"
- "Tesla vs Nvidia - which is better?"
- "Analyze Meta vs Google"