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Research Bundle

skill-yennanliu-investskill-research-bundle · by yennanliu

Comprehensive stock research by chaining multiple analysis skills into a unified investment thesis — now unified into full-report

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Install

$ agentstack add skill-yennanliu-investskill-research-bundle

✓ scanned · ✓ verified — works with Claude Code, Cursor, and more.

Security review

✓ Passed

No issues found. Passed automated security review. · v0.1.0 How review works →

  • ✓ Prompt-injection patterns
  • ✓ Secret / credential exfiltration
  • ✓ Dangerous shell & filesystem operations
  • ✓ Untrusted network calls
  • ✓ Known-malicious package signatures

What it can access

  • ✓ Network access No
  • ✓ Filesystem access No
  • ✓ Shell / process execution No
  • ✓ Environment & secrets No
  • ✓ Dynamic code execution No

From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.

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About

Research Bundle

> This skill has been unified into full-report. Use /us-stock-analysis:full-report with a --depth flag instead:

| Old Usage | New Equivalent | |-----------|---------------| | /research-bundle AAPL --quick | /us-stock-analysis:full-report AAPL --depth quick | | /research-bundle AAPL | /us-stock-analysis:full-report AAPL --depth standard | | /research-bundle AAPL (full) | /us-stock-analysis:full-report AAPL --depth comprehensive |

The full-report skill absorbs everything research-bundle provided: the 5-phase framework, composite scoring weights, investment thesis narrative, conflict resolution rules, entry/exit strategy, and monitoring plan — plus HTML report output and configurable depth.

Composite Scoring Weights (Quick Reference)

Component                Weight    Sub-Score (0-10)
─────────────────────────────────────────────────────
Business Quality          25%      [competitor + fundamental]
Valuation                 25%      [DCF + relative valuation]
Market Signals            20%      [insider + institutional + earnings]
Technical Setup           15%      [technical analysis timing]
Risk Profile              15%      [short interest + options signals]
─────────────────────────────────────────────────────
COMPOSITE SCORE          100%      X.X / 10

8.0–10.0  → Strong Buy   |  6.5–7.9  → Buy
5.0–6.4   → Hold/Watch   |  3.5–4.9  → Underweight
0.0–3.4   → Sell/Avoid

5-Phase Research Framework (reference)

The original research-bundle framework — now executed automatically by full-report:

Phase 1 — Business Foundation (competitor-analysis, sector-analysis) Assess economic moat width (Wide/Narrow/None), Porter's Five Forces, market share trajectory, and sector rotation positioning. Score: business quality 0–10.

Phase 2 — Valuation (dcf-valuation, stock-valuation) DCF intrinsic value across 3 scenarios + comparable company multiples (EV/EBITDA, P/E, P/S). Probability-weighted composite IV. Upside/downside to fair value.

Phase 3 — Market Signals (insider-trading, institutional-ownership, earnings-call-analysis) Net insider sentiment (Form 4 last 90 days), institutional accumulation/distribution (13F delta), management tone and guidance delta from last earnings call.

Phase 4 — Technical Setup (technical-analysis) MA stack (30/60/90/200/365d), RSI, MACD, Ichimoku, multi-timeframe confluence. Entry price, target, stop-loss, R:R ratio. Timing signal for position entry.

Phase 5 — Risk & Options (short-interest, options-analysis, economics-analysis) Short squeeze score, IV rank, put/call ratio skew, macro regime (yield curve, recession probability). Risk-adjusted position sizing.

Conflict Resolution Rules

When skills disagree, apply these priority overrides:

  • Technical SELL + Fundamental BUY → HOLD (wait for technical confirmation)
  • Insider BUY + Short Interest extreme (>20%) → CAUTION (investigate divergence)
  • DCF undervalued 30%+ + Technical BULLISH → STRONG BUY (conviction upgrade)
  • Macro recession >60% → override all bullish signals → REDUCE/AVOID
  • 3+ skills unanimous → allow confidence upgrade (MEDIUM → HIGH)

Depth Modes in full-report

  • --depth quick (5 modules): stock-eval, technical-analysis, dcf-valuation, insider-trading, earnings-call-analysis
  • --depth standard (10 modules): adds institutional-ownership, competitor-analysis, sector-analysis, options-analysis, short-interest
  • --depth comprehensive (15 modules): adds fundamental-analysis, stock-valuation, economics-analysis, financial-report-analyst, dividend-analysis
╔══════════════════════════════════════════════╗
║              INVESTMENT SIGNAL               ║
╠══════════════════════════════════════════════╣
║ Signal:      BULLISH / NEUTRAL / BEARISH     ║
║ Confidence:  HIGH / MEDIUM / LOW             ║
║ Horizon:     SHORT / MEDIUM / LONG-TERM      ║
║ Score:       X.X / 10                        ║
╠══════════════════════════════════════════════╣
║ Action:      BUY / HOLD / SELL               ║
║ Conviction:  STRONG / MODERATE / WEAK        ║
╚══════════════════════════════════════════════╝

Score Guide: 8.0–10.0 Strongly Bullish | 6.0–7.9 Moderately Bullish | 4.0–5.9 Neutral | 2.0–3.9 Moderately Bearish | 0.0–1.9 Strongly Bearish

Disclaimer: Educational analysis only. Not financial advice.

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

Install and usage instructions live in the source repository linked above.

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Versions

  • v0.1.0 Imported from the upstream source.

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