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:
- Current stock price and trading data (price, volume, 52-week range)
- Financial statements (income statement, balance sheet, cash flow)
- Key metrics (P/E, EPS, revenue, margins, debt ratios)
- Analyst ratings and price targets
- Recent news and developments
- Peer/competitor data (for comparisons)
- 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:
- Basic Stock Info - Quick overview with key metrics
- Fundamental Analysis - Deep dive into business, financials, valuation
- Technical Analysis - Chart patterns, indicators, trend analysis
- 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:
- Search for current stock data (price, volume, market cap)
- Gather key metrics (P/E, EPS, revenue growth, margins)
- Get 52-week range and year-to-date performance
- Find recent news or major developments
- 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:
- Gather comprehensive financial data:
Revenue, earnings, cash flow (3-5 year trends)
Balance sheet metrics (debt, cash, working capital)
Profitability metrics (margins, ROE, ROIC)
- Read references/fundamental-analysis.md for analytical framework
- Read references/financial-metrics.md for metric definitions and calculations
- Analyze business quality:
Competitive advantages
Management track record
Industry position
- 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
Company-specific risks
Market/macro risks
Red flags from financial data
- 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:
Current price and recent price action
Volume trends
Moving averages (20-day, 50-day, 200-day)
Technical indicators (RSI, MACD, Bollinger Bands)
- Read references/technical-analysis.md for indicator definitions and patterns
- Identify trend:
Uptrend, downtrend, or sideways
Strength of trend
- Locate support and resistance levels:
Recent highs and lows
Moving average levels
Round numbers
RSI: Overbought (>70) or oversold (<30)
MACD: Crossovers and divergences
Volume: Confirmation or divergence
Bollinger Bands: Squeeze or expansion
Reversal patterns (head and shoulders, double top/bottom)
Continuation patterns (flags, triangles)
- 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:
- Perform data gathering (as in Basic Info)
- Execute fundamental analysis (follow workflow above)
- Execute technical analysis (follow workflow above)
- Read references/report-template.md for complete report structure
- Synthesize findings:
Integrate fundamental and technical insights
Develop bull and bear cases
Assess risk/reward
Buy/Hold/Sell rating
Target price with timeframe
Conviction level
Entry strategy
- 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:
- Gather data for all stocks:
Follow data gathering steps for each ticker
Ensure comparable timeframes
- Read references/fundamental-analysis.md and references/financial-metrics.md
- 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
- Identify relative strengths:
Where each company excels
Quantified advantages
Relative strength
Momentum comparison
Which is in better technical position
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"
