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

Identify risks:

• 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:

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)

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

Analyze indicators:

• RSI: Overbought (>70) or oversold (<30)

• MACD: Crossovers and divergences

• Volume: Confirmation or divergence

• Bollinger Bands: Squeeze or expansion

Identify chart patterns:

• 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

Generate recommendation:

• 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

Technical comparison:

• Relative strength

• Momentum comparison

• Which is in better technical position

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"