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"

服务	价格	交付
单股深度分析	¥800/股	基本面 + 技术面 + 目标价
组合对比	¥1500/份	3-5 股对比 + 推荐
周度策略	¥3000/周	10 个机会 + 进出场点
月度顾问	¥8000/月	每日监控 + 调仓建议

us-stock-analysis

US Stock Analysis

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