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 (\x3C30)
   • 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"