stock-picker-orchestrator_skill

Overview

This skill coordinates stock-analysis workflows and routes requests across data, macro/news, and valuation modules while enforcing explicit API and news budgets. It turns user intent into a reproducible pipeline, producing transparent outputs that list fetched sources, assumptions, confidence, gaps, and next-step options. The orchestrator never replaces domain modules; it directs them and aggregates results into a decision-grade response.

How this skill works

On request it classifies intent into one of four modes (Single-Ticker Deep Dive, Multi-Ticker Screening, Macro/News-Led Investigation, Portfolio Refresh), picks a budget preset (Light/Standard/Deep), and invokes upstream skills in the prescribed order. It estimates and enforces vnstock and news call limits, reuses caches when possible, validates intermediate outputs for freshness and conflicts, runs valuation at the requested depth, aggregates per-module confidence with a shared rubric, and returns a mandatory structured output contract.

When to use it

• When you want a coordinated end-to-end stock analysis that balances cost and depth
• When comparing multiple tickers or screening a sector with controlled API/news spend
• When macro or news context should drive candidate selection
• When you need a reproducible valuation plus transparent assumptions and gaps
• When refreshing a portfolio to surface risk and rebalance candidates

Best practices

• State desired mode and budget upfront (Light/Standard/Deep) to avoid scope creep
• Provide any API key or indicate guest mode so budgets map correctly
• If you want deep DCFs, accept the Deep preset and longer runtimes
• Ask for partial results if budget limits stop execution mid-run
• Request explicit reuse of cached artifacts to save API calls

Example use cases

• Deep-dive a single ticker with full valuation and risk register (Single-Ticker Deep Dive)
• Screen VN30 for top value-quality names, quick-rank, then deep-value top 3
• Start from macro shock signals to map sector exposures and value 1-2 winners
• Refresh a portfolio: re-score holdings, apply macro stress overlay, flag rebalance candidates
• Compare three tickers with unified evidence, confidence and monitoring triggers