Fundamental Report — Summary Depth

Generate a comprehensive fundamental analysis research note for a publicly traded company. Orchestrate all analysis skills in parallel, aggregate results, and compile into a structured report.

Orchestration Process

Step 0: Ticker Resolution

Before dispatching parallel tasks, resolve the ticker:

• Fetch the company ticker-to-CIK mapping from https://www.sec.gov/files/company_tickers.json using the sec-fetch skill (it handles SEC credentials and User-Agent automatically — see data-sources.md )

• Find the CIK for the given ticker and pad to 10 digits

• Fetch company overview from https://stockanalysis.com/stocks/{ticker}/ via WebFetch to get current price, market cap, sector, and exchange

• Store resolved metadata: CIK, company name, sector, exchange, current price, market cap

If the ticker is not found in EDGAR (international company), note this and proceed with Stock Analysis and WebSearch only.

Important: For ALL SEC EDGAR fetches (data.sec.gov , efts.sec.gov , www.sec.gov ), use the sec-fetch skill — never WebFetch.

Step 1: Parallel Dispatch

Launch the following as parallel subagents using the Agent tool. Pass the resolved ticker and company metadata to each:

Analysis Skills (14):

• income-statement-analysis

• balance-sheet-analysis

• cash-flow-analysis

• profitability-analysis

• valuation-analysis

• financial-health

• growth-analysis

• efficiency-analysis

• dividend-analysis

• analyst-estimates

• moat-analysis

• competitive-position

• insider-activity

• risk-assessment

Utility Skills (2):

• peer-comparison

• sec-filing-reader (request 10-K summary for the most recent fiscal year)

Agent (1):

• signal-rater agent (fetches Buy/Hold/Sell ratings independently)

Total: 17 parallel tasks.

Instruct each skill to provide summary depth output: key metrics in tables with 1-2 sentence interpretation per metric group.

Step 2: Sequential Cross-Validation

After all 17 parallel results are collected:

• Invoke the cross-validation skill with the collected data

• Cross-validate key metrics (revenue, net income, EPS, total assets, total debt, market cap, P/E, EV/EBITDA) across sources

• Flag any discrepancies where values differ by more than 5%

Step 3: Report Assembly

Do not announce or enumerate data sources, tools, or fetching details to the user at this stage. Simply compile the results.

Compile all results into the following structure:

Section 1: Key Metrics Summary

Present a quick-reference table at the top of the report:

Section 2: Signal Rating

Present the aggregated rating from the signal-rater agent:

• Per-source breakdown table (TipRanks, analyst consensus, Gurufocus, insider signal)

• Overall signal with confidence level

• Weighted average score

Section 3: Detailed Analysis

Organize all skill results by tier at summary depth:

Tier 1 — Core Financial:

• Income Statement highlights

• Balance Sheet highlights

• Cash Flow highlights

• Profitability metrics

• Valuation assessment

• Financial Health assessment

Tier 2 — Growth & Returns:

• Growth trajectory

• Efficiency metrics

• Dividend profile

• Analyst consensus

Tier 3 — Qualitative:

• Moat assessment

• Competitive position

• Management & governance

• Risk factors

Include peer comparison table and 10-K summary highlights where relevant.

Section 4: Cross-Validation

Present cross-validation results:

• Table of validated metrics with Confirmed/Discrepancy status

• Both source values and URLs for any discrepancies

• Note any metrics with single-source coverage

Section 5: Reasons to Consider

Derive 3-5 bull case arguments from the analysis. Focus on:

• Strong or improving fundamentals (margins, returns, growth)

• Attractive valuation relative to peers or historical range

• Durable competitive advantages (moat strength)

• Positive catalysts (insider buying, estimate upgrades, new products)

Section 6: Reasons to Avoid

Derive 3-5 bear case arguments from the analysis. Focus on:

• Deteriorating fundamentals (declining margins, rising debt)

• Overvaluation signals

• Competitive threats or moat erosion

• Accounting red flags or governance concerns

• Macro or regulatory headwinds

Section 7: Summary

Synthesize the entire analysis into a concise summary. This is what gets displayed in the terminal — the full report is written to file.

Summary

[Company Name] ([TICKER]) — [Overall Signal: Strong Buy / Buy / Hold / Sell / Strong Sell] (Confidence: [High/Medium/Low])

Weighted Score: X.X / 5.0 | Price: $XXX.XX | Market Cap: $X.XXT

Thesis: [2-3 sentence investment thesis synthesizing the key finding from the analysis — what matters most about this company right now and why the signal lands where it does.]

Key Strengths:

• [Top bull case point with supporting metric]
• [Second bull case point]
• [Third bull case point]

Key Risks:

• [Top bear case point with supporting metric]
• [Second bear case point]
• [Third bear case point]

Report: [Full report saved to reports/YYYY-MM-DD-HH-MM-SS-TICKER.md]

Section 8: Source Links

Compile all URLs referenced throughout the report, grouped by source:

• SEC EDGAR links

• Stock Analysis links

• Gurufocus links

• TipRanks references

• Other WebSearch sources

Section 9: Disclaimer

For informational purposes only. Not financial advice. Data sourced from public filings and third-party websites. Verify critical data points independently before making investment decisions.

Report File Output

After assembling the full report (Sections 1-9), write it to a markdown file:

• Generate the filename using the current timestamp and ticker: reports/YYYY-MM-DD-HH-MM-SS-{TICKER}.md (e.g., reports/2026-03-13-14-30-45-AAPL.md )

• Create the reports/ directory in the current working directory if it doesn't exist

• Write the complete report (all 9 sections) to the file using the Write tool

• In the terminal, display only the Summary section (Section 7) — do not print the full report to the terminal

• Include the file path in the summary so the user knows where to find the full report

Additional Resources

Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/data-sources.md for data fetching instructions and source priority matrix.

Consult ${CLAUDE_PLUGIN_ROOT}/skills/_shared/references/output-format.md for detailed output formatting guidance.