patharanordev/stock-analysis
Overview
This skill generates a concise, portfolio-focused stock analysis report that synthesizes research, recent news, and market context for a specific ticker. It delivers a structured briefing with a clear summary, performance snapshot, prioritized news-driven insights, a recommendation, risk assessment, and a short price outlook. The output is tailored for portfolio managers and active investors who need actionable updates.
How this skill works
Provide the ticker, research text, and up to five recent news stories; the skill extracts key facts, dates, analyst names, and relevance scores. It then synthesizes those inputs into a standardized report: summary, recent price/action context, 5–8 prioritized insights, recommendation, risks, and near-term outlook. Reports use explicit numeric details and prioritize high-relevance stories and analyst actions.
When to use it
- After earnings releases or major corporate events to assess portfolio impact
- When monitoring a concentrated position that requires timely news-driven updates
- Before rebalancing to incorporate fresh analyst actions and market reactions
- To generate consistent updates for weekly or monthly portfolio review meetings
- When needing a quick, evidence-based trade decision or position review
Best practices
- Supply the latest research text and the top 5 recent news stories with dates and sources
- Include analyst names and relevance scores when available for more precise insights
- Use the report as a decision input, not the sole source—cross-check with price and risk models
- Request follow-up reports after significant new information (earnings, guidance changes)
- Keep time horizon explicit (near-term trading vs. medium-term investment) when asking for a recommendation
Example use cases
- Assessing whether to trim or add to a position after an unexpected CEO departure reported yesterday
- Producing a concise briefing for a fund manager after an analyst downgrade from a major bank
- Updating risk notes for a concentrated holding following a regulatory announcement
- Preparing a pre-trade checklist that summarizes recent news, analyst targets, and price action
- Generating weekly position updates for an equity sleeve of a multi-asset portfolio
FAQ
Provide the ticker, a research summary string, and up to five recent news items including title, content, source, date, and relevance.
How specific are the recommendations?
Recommendations are concise (Buy/Hold/Sell) with brief reasoning tied to research and top news; they are intended to inform portfolio decisions, not replace full due diligence.
Can the report mention analyst names and dates?
Yes. When analyst names and dates appear in the input, the report highlights them explicitly and prioritizes high-relevance items.
2 skills
This skill delivers concise stock analysis updates for the specified ticker by synthesizing research and recent news into actionable insights.
This skill generates a concise market overview and portfolio analysis by synthesizing recent news and tickers into actionable insights for investors.
