us-stock-analysis

US Stock Analysis

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:

1. Current stock price and trading data (price, volume, 52-week range)
2. Financial statements (income statement, balance sheet, cash flow)
3. Key metrics (P/E, EPS, revenue, margins, debt ratios)
4. Analyst ratings and price targets
5. Recent news and developments
6. Peer/competitor data (for comparisons)
7. 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:

1. Basic Stock Info - Quick overview with key metrics
2. Fundamental Analysis - Deep dive into business, financials, valuation
3. Technical Analysis - Chart patterns, indicators, trend analysis
4. 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:

1. Search for current stock data (price, volume, market cap)
2. Gather key metrics (P/E, EPS, revenue growth, margins)
3. Get 52-week range and year-to-date performance
4. Find recent news or major developments
5. 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:

1. Gather comprehensive financial data:

   • Revenue, earnings, cash flow (3-5 year trends)
   • Balance sheet metrics (debt, cash, working capital)
   • Profitability metrics (margins, ROE, ROIC)

2. Read references/fundamental-analysis.md for analytical framework

3. Read references/financial-metrics.md for metric definitions and calculations

4. Analyze business quality:

   • Competitive advantages
   • Management track record
   • Industry position

5. 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

6. Identify risks:

   • Company-specific risks
   • Market/macro risks
   • Red flags from financial data

7. 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:

1. 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)

2. Read references/technical-analysis.md for indicator definitions and patterns

3. Identify trend:

   • Uptrend, downtrend, or sideways
   • Strength of trend

4. Locate support and resistance levels:

   • Recent highs and lows
   • Moving average levels
   • Round numbers

5. Analyze indicators:

   • RSI: Overbought (>70) or oversold (<30)
   • MACD: Crossovers and divergences
   • Volume: Confirmation or divergence
   • Bollinger Bands: Squeeze or expansion

6. Identify chart patterns:

   • Reversal patterns (head and shoulders, double top/bottom)
   • Continuation patterns (flags, triangles)

7. 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:

1. Perform data gathering (as in Basic Info)

2. Execute fundamental analysis (follow workflow above)

3. Execute technical analysis (follow workflow above)

4. Read references/report-template.md for complete report structure

5. Synthesize findings:

   • Integrate fundamental and technical insights
   • Develop bull and bear cases
   • Assess risk/reward

6. Generate recommendation:

   • Buy/Hold/Sell rating
   • Target price with timeframe
   • Conviction level
   • Entry strategy

7. 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:

1. Gather data for all stocks:

   • Follow data gathering steps for each ticker
   • Ensure comparable timeframes

2. Read references/fundamental-analysis.md and references/financial-metrics.md

3. 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

4. Identify relative strengths:

   • Where each company excels
   • Quantified advantages

5. Technical comparison:

   • Relative strength
   • Momentum comparison
   • Which is in better technical position

6. 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: