research-note
Generate a professional research note (HTML report) for the company specified by the user named in the user's request. If no ticker or company is provided, ask for one before proceeding.
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 report using the HTML Report Template from ../design-system.md (full CSS inlined, zero dependencies).
Phase A — Company Setup
Look up the company by ticker using discover_companies. Capture:
company_idlatest_calendar_quarter— anchor for all period calculations (see../data-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} using the 3-step resolution: (1) MCP market data tools if available, (2) web search, (3) sensible defaults (see ../data-access.md Section 2 for how to source market data).
Initialize context: context = {company_name, ticker, date, price, market_cap, firm_name, ...}