research-note

Generate a professional research note (.docx) 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 Word document. Work through each phase sequentially, building up a context object that gets written to JSON and rendered.

Phase A — Company Setup

Look up the company by ticker using discover_companies. Capture:

• company_id
• latest_calendar_quarter — anchor for all period calculations (see ../data-access.md Section 1.5)
• latest_fiscal_quarter
• Firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 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, ...}