research-note
Generate a professional research note (as a styled HTML report) for the company specified by the user: $ARGUMENTS
Before starting, read data-access.md for data access methods and design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.
This is an orchestrator skill that gathers comprehensive data, then renders a styled HTML research note. Work through each phase sequentially, building up a context object that gets rendered directly into the final report.
Phase A — Company Setup
Look up the company by ticker using discover_companies. Capture:
company_idlatest_calendar_quarter— anchor for all period calculations (seedata-access.mdSection 1.5)latest_fiscal_quarter- Firm name for report attribution (default: "Daloopa") — see
data-access.mdSection 4.5
Get current stock price, market cap, shares outstanding, beta, and trading multiples for {TICKER} (see data-access.md Section 2 for how to source market data).
Initialize context: context = {company_name, ticker, date, price, market_cap, firm_name, ...}